000901 CSI Well-Off Index
- 5963.48
- -20.12-0.34%
Daily Bull and Bear | Hang Seng Index maintains a volatile market, with a net inflow of 7 million Hong Kong dollars into good warehouses; Innovent Bio rebounds nearly 13%, with warrants rising more than 100%.
On Monday, the Hang Seng Index maintained a volatile market, closing up 0.30% at 20,567.52 points for the day, reaching a high of 20,633.58 and a low of 20,446.26 during the session.
Futu Morning Post | Countdown to the election! The panic index VIX is burning high and uncertainty is haunting the market nerves; Up nearly 13% after hours! Palantir raises full-year revenue guidance
Jpmorgan warns: If Trump wins on Wednesday, the Fed may pause the easing cycle as early as December; Will the US stock market hit new highs after the election? Jpmorgan: FOMO psychology boosts, S&P may hit 6100 points by the end of the year; US polls: Harris and Trump are neck and neck in key 'swing states'.
Express News | Most photovoltaic power stocks in the US stock market rose, photovoltaic power rose by over 7%, the aes corp rose by nearly 6%, first solar rose by over 4%, jinkosolar and daqo new energy rose by over 2%.
Year-end "sprint run": The automotive market is witnessing a resurgence of "price wars", with 70,000-level discounts becoming the norm.
① Zhiji Autos' latest car purchase rights announcement: From now until November 30, Zhiji Autos' entire range of new and old car owners will share a total of 1.1 billion purchase subsidies. ② A salesperson at a Huawei store told Caixin reporters that the Hongmeng Intelligent Travel policies in November have been adjusted compared to October.
Daily Bulls and Bears | Tencent led the way in network technology stocks last Friday! Multiple bull certificates doubled in value; Hang Seng Index night futures closed at 20,490 points, with a total net outflow of over 55 million Hong Kong dollars from lo
As of last Friday's close, the market turnover was 141.483 billion Hong Kong dollars, with the total turnover of all warrant bull and bear certificates at 15.226 billion Hong Kong dollars, accounting for 10.8% of the market turnover, of which the bullish position accounts for 6.0% and the bearish position accounts for 4.7%.
In October, China's heavy truck market sales were approximately 0.063 million vehicles, with the industry performing averagely.
In October 2024, the sales volume of heavy-duty trucks in China was approximately 0.063 million vehicles (wholesale basis, including exports and new energy), an increase of 9% month-on-month, but a decrease of 22% compared to the same period last year, which was 0.0811 million vehicles, a decrease of about 0.018 million vehicles.
One week ahead | Witness history! The US election voting day is approaching, and the Fed interest rate decision is coming.
Apart from the Federal Reserve, the Bank of England, Reserve Bank of Australia, etc. will also announce interest rate decisions; Super Micro Computer, which is embroiled in financial fraud scandals, will release the latest quarterly financial report; The 12th session of the 14th National People's Congress Standing Committee will be held.
Cui Dongshu: The transaction volume of the second-hand car trade in the first three quarters was 939.2 billion yuan, a year-on-year increase of 9%.
Cui Dongshu, Secretary-General of the China Association of Automobile Manufacturers, stated that the development of the used car market in China has huge potential, driven by the national policy of replacing old cars with new ones.
Rare earth mining in Myanmar remains stagnant, china northern rare earth has raised its listing price for three consecutive months, industry insiders believe the industry is expected to rebound | Industry News
①Following the 'high hanging' of rare earth product listing prices in September and October, China Northern Rare Earth continued to slightly raise the listing price in November; ②The increase in the listing price of China Northern Rare Earth in November narrowed compared to the previous month, possibly related to the high opening and low closing of the 'golden September and silver October' market; ③HTSC believes that the suspension of mining in Myanmar may lead to a shortage of medium and heavy rare earth supply, with significant difficulty in resuming supply within the year.
What went wrong with the registration after a while? Haier's subsidiary took the initiative to withdraw the IPO.
①On October 29, gem IPO Ririshun's application for withdrawal was terminated, and it was announced on the same day that it would merge financial statements with a shareholder's subsidiary company; ②Ririshun has a high proportion of related party transactions and overlap in business locations with the shareholder, raising doubts about its operational independence; ③A total of 46 companies have voluntarily withdrawn their IPO applications this year after passing the review, with only one IPO failing to pass, which is Shenghua Bo from the Shanghai main board.
China Galaxy disclosed its third-quarter report: Leading brokerage "finds" the investment feeling.
Investment banking revenue increased year-on-year in the first three quarters.
Daily Bull and Bear | Hang Seng Index futures rose to 20,432 points, up 115 points; the trading proportion of bearish warrants slightly increased, inflow of light positions funds into Hang Seng Index, Tencent.
Overnight, hsi futures current closed at 20,432 points, up 82 points or 0.40%, with a high of 115 points.
In the third quarter, the loss amount is close to the annual level of last year. How to solve the "dilemma" of the steel industry? Suggestions from the industry recommend actively reducing production.
① In the third quarter, losses in the steel industry intensified, with 21 out of 27 listed steel smelting companies recording losses, totaling over 14.5 billion yuan in losses, the quarterly loss total approaching last year's full year. ② Industry insiders believe that the main reason for the losses is the steel industry's own overcapacity, poor industry self-discipline, failure to actively limit production, product oversupply, continuously declining steel prices, slow decline in raw materials, and severe industry profit compression.
Huawei continues to "create gods": anhui jianghuai automobile group corp.,ltd. market cap surged more than 60% in one month. Is the next chongqing sokon industry group stock on the horizon?
On October 31, Anhui Jianghuai Automobile Group Corp.,Ltd.'s stock soared by the daily limit to 40.95 yuan. Within the 19 trading days since hitting the daily limit on September 30 this year, Anhui Jianghuai Automobile Group Corp.,Ltd.'s stock price has accumulated an increase of over 63%, with a total market value approaching 90 billion, reaching a historical high.
New China Life Insurance third-quarter report: weak premium growth, substantial net profit surge, sustainability of high investment income questioned by industry insiders.
1. In the first three quarters, new china life insurance achieved a net income attributable to the parent company of 20.68 billion yuan, a staggering increase of 116.7% year-on-year; 2. In the first three quarters, new china life insurance achieved an original premium income of 145.644 billion yuan, showing weak growth of 1.9% year-on-year; 3. In the first three quarters, the annualized comprehensive investment yield was 8.1%, up 5.1 percentage points year-on-year.
50 billion Honghu Fund's new move: buy shares of Inner Mongolia Yili Industrial Group and Shaanxi Coal Industry, targeting high-quality large cap blue chip stocks.
China Life Insurance and New China Life Insurance jointly initiated the establishment of the 50 billion Honghu Fund, which appeared in the top ten shareholders list of Inner Mongolia Yili Industrial Group and Shaanxi Coal Industry, with shareholding ratios of 1.88% and 0.72% respectively. In terms of investment, Honghu Fund prefers to invest in high-quality large market cap blue chip stocks, especially stocks with high dividend yields.
Futu Morning Post | Citigroup strategist talks about the 'Trump winning trade', a good opportunity to profit from the surge in US stocks; AI capital spending continues to expand! Microsoft, Meta both fell after hours.
USA Treasury Department's heavyweight quarterly refinancing announcement: Maintain long-term bond auction scale and guidance unchanged; the U.S. presidential election is undecided, the dollar hedging cost has risen to the highest since 2022; it will impact 3000 dollars next year! Goldman Sachs raises gold price expectations, stating that central bank demand expectations have quadrupled.
china cssc Q3 net profit plummeted by 57%! Active institutional funds fled after the announcement of the merger of the two ships｜interpretations
①China CSSC achieved a revenue of 20.152 billion yuan in Q3, a year-on-year increase of 5.35%; net income of 0.858 billion yuan, a year-on-year decrease of 57.26%; ②Compared to September 2 before the announcement of the merger of the two ships, by the end of September, shareholders of the company, including northbound funds, civil-military integration industry investment funds, and Citic Securities-Changfeng single asset management plan, have all reduced their positions.
Avic Shenyang Aircraft: Established demand did not sign the contract as scheduled, with net income down by more than 20% year-on-year in the first three quarters | Interpretations
Affected by the progress of contract signing, avic shenyang aircraft's performance in Q3 slowed down; The company's net income in the first three quarters decreased by more than 20% year-on-year.
China Pacific Insurance released its third-quarter report: net income attributable to shareholders surged by 65.5%, will reconsider the strategic focus on life insurance reform, and increase the allocation of high dividend stocks.
①In the first three quarters, China Pacific Insurance achieved a net income attributable to the parent company of 38.31 billion yuan, a year-on-year increase of 65.5%; ②In the first three quarters, Pacific Life Insurance achieved a new business value of 14.238 billion yuan, a year-on-year increase of 37.9%; ③In the first three quarters, China Pacific Insurance's net investment yield was 2.9%, a year-on-year decrease of 0.1 percentage point.