内容导读：LiZhi,areporterfromChinaFundNews.Let'stakealookatthemarketsituationandinformationinthemorning.May9...……
Li Zhi, a reporter from China Fund News.
Let's take a look at the market situation and information in the morning.
May 9th58jlcomThe three major A-share indexes rose collectively, the gem index led the rise, and the Shanghai Composite Index hit a new high for the year. Northward funds broke out to buy, the net purchase of A shares in the morning more than 10 billion yuan.
By the close of midday, the Prev was up 0.58jlcom.91%, the Shenzhen Composite Index rose 1.63%, and the gem Index rose 1.85%.
This morning, northbound funds renewed their efforts, with a net purchase of more than 10 billion yuan in A shares.
Plate, lithium battery industry chain is strong across the board, shipping plate shock higher, real estate plate before noon attack; and ST plate performance differentiation, chicken industry, liquor, telecommunications plate shock adjustment.
As for Hong Kong stocks, the three major indexes also rose, with the Hang Seng Technology Index rising by 2% at one point, led by Lenovo, Huahong Semiconductor and BYD Electronics.
The lithium battery industry chain is strengthening across the board.
The lithium battery industry chain is strong across the board, led by lithium cathode, cobalt ore, power batteries and other plates.
From the point of view of individual stocks, Tianli LiNeng, Jinyang shares, Hezhong Science and Technology (rights protection), etc. all achieve the 20CM limit, Tianji shares (rights protection), Shangtai Technology, Fengyuan shares, time Wanheng, Xiangtan electrification limit.
On the news side, on May 8, the Ministry of Industry and Information Technology publicly solicited opinions on the regulatory conditions and announcement management measures of the lithium battery industry (draft for soliciting opinions). Among them, it is proposed to guide enterprises to reduce manufacturing projects that simply expand production capacity, strengthen technological innovation, improve product quality and reduce production costs.
Dongguan Securities said that in the current context of overcapacity in the lithium battery industry, the Ministry of Industry and Information Technology revised the industry norms and conditions to guide technological innovation, transformation and upgrading, and promote high-quality and healthy development. It will speed up the clearance of backward production capacity, prevent disorderly competition at low prices, and help enterprises with technological advantages and high-quality production capacity to improve capacity utilization and profit repair. The revised draft pays attention to product quality and low-carbon environmental protection, which actively lays the groundwork for enterprises to go to sea, which is conducive to improving the international competitiveness of enterprises.
The shipping plate is pulled up by shock.
Shipping plate shock pull up, Phoenix Shipping, COSCO Haifa limit, Cosco Marine Control, China Merchants Nanyou, Air China Ocean, and so on.
On the news side, on May 9, the main contract of the Container Index (European line) rose. As of press time, the index rose more than 6%, continuing to hit a new high since listing.
Huaan Futures said that due to geopolitical influence, the intensification of the conflict between Iran and Israel led to the instability of the Red Sea route, which continued to push up the market.
The real estate sector went up in the afternoon.
The real estate sector rose by noon, with Nandu property, Airport shares (rights protection) and Guangyu Group rising by the daily limit, while Binjiang Group, Jindi Group and special services all rose by more than 5%.
On the news side, Hangzhou issued a notice on optimizing and adjusting the regulation and control policies of the real estate market, which mentioned the complete abolition of housing purchase restrictions, the purchase of housing within the scope of Hangzhou, and no longer examine and verify the eligibility to purchase houses. Non-Hangzhou household registered persons who have obtained legal property rights in Hangzhou may apply for settlement.
The Institute of the Central Index said that the full liberalization of purchase restrictions and the superposition of other supporting policies will be conducive to the positive release of effective demand. On the one hand, the purchase of housing can be settled to absorb more new demand within or outside the province; on the other hand, the release of local improved demand may be accelerated. The situation that there is no house or there is a listing in the purchase area can be identified according to the first set of housing, which will undoubtedly reduce the purchase cost of improving customers, and the chain of selling old and buying new will be greatly smooth.
Guolian Securities said that overall property market sales are still under pressure in the short term, but as the policy continues to relax, the market is expected to gradually stabilize. From a long-term perspective, the continuous development of supply and demand policies is expected to enhance market confidence and stimulate the release of demand. The real estate industry is in a critical period of transformation and upgrading, real estate enterprises need to flexibly adapt to the market, enhance the competitiveness of products, while exploring new business models and opening up new growth points. It is suggested that we should pay attention to the central state-owned enterprises with high quality and sound funds, as well as the housing enterprises with strong ability to improve the shaping of sexual products.