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发生了什么?多股尾盘集体拉升,外资爆买近140亿

What happened? Multiple stocks rallied collectively in the afternoon session, with foreign capital purchasing nearly 14 billion.

中國基金報 ·  May 31, 2022 16:56

Source: China Fund News

Author: Taylor

Hello brothers and sisters, how is today's stock market harvest? Fiducijun always thought today was Friday; he didn't expect it to be just the last day of May. First of all, I wish June a little better for shareholders and the community.

Today was off to a good start. The reason for the rise in the stock market was that the State Council previously issued a package of policies and measures to stabilize the economy: 33 measures involving interest rates on loans, IPOs, etc.

Another reason is that the adjustment results of many indices, such as the MSCI China Index, officially took effect after the market, and many stocks such as China Shenhua, Yuantong Express, Junshi Biotech, and GAC Group rallied at the end of the session.

Specifically, there are these changes:

Changes in constituent stocks: 33 constituent stocks were added and 45 were removed at the same time. Specifically, 33 new ones have been added as a whole. Among them, 4 Hong Kong stocks were included, namely Dongfang Overseas International, Bubble Mart, Teb International, and Zhaojin Mining. 28 new A-shares were added. The top companies ranked by weight after inclusion include Guangzhou Automobile Group, Bethany, German Nano, Jingchen, Huaxi Biotech, Liangwei, Yangjie Technology, Deye Co., Ltd., Jiangte Electric, Huaibei Mining, Dongfang Cable, Pingmei Co., Ltd., Times Electric, Potassium International, Keda Manufacturing, Jidong Cement, China Mining, China Pharmaceutical, Open Pit Coal, Western Mining, Shenhuo Co., Ltd., Liaogang Co., Ltd., Huayang Co., Ltd., Jizhong Energy, Jizhong Energy, and First Travel Hotel Steel Co., Ltd., Oriental Biotech, and Ordos. B-shares are newly added to Yitai B.

At the same time, 45 constituent stocks were excluded from this adjustment. Among them, there are 16 Hong Kong stocks, including Weimeng Group, China Education Holdings, Liwen Paper, R&F Real Estate, Gome Retail, Gaoxin Retail, Bohai Bank, Shimao Services, Sunac Services, etc.; 7 Chinese securities, including Zhiwen Group, Qinhuai Data, Noah Wealth, Tianjing Biotech, Dada Group, Jinshanyun, Didi Travel; and 22 A-shares, including Suning Tesco, Superstar Technology, Universal Electronics, Fulin Seiko, Meiya Optoelectronics, Shenzhen Technology, Yakshi Technology, and ordinary people Changxin Technology, Eddy Precision, etc.

In addition to the component stock adjustments, MSCI also adjusted the free circulation factor (FIF, Foreign Inclusion Factor) of 78 companies and the number of incorporated shares of 182 companies, which will also change the weight of constituent stocks within the index as a result. Affected by this adjustment, Tencent, KUAISHOU-W, JD Health, Dongfang Overseas International, Bubble Mart, Tep International, Yitai B, Anta Sports, and Lujin ranked high in weight, ranging from 0.7% to 0.05%. In contrast, Alibaba-SW, Meituan-W, China Construction Bank, Jingdong Group-SW, CITIC Securities, Ping An of China, Weimeng Group, NetEase -S, Industrial and Commercial Bank, Bank of China, Bohai Bank, Huabao International, R&F Real Estate, Liwen Paper, Jiulongchang, and Gaoxin have had a negative impact.

All of the above adjustments will be implemented after the market closes on May 31, and will officially take effect on June 1.

Let's talk about the closing situation. The Shanghai and Shenzhen markets opened at an even higher level. The three major indices declined briefly in early trading and rose strongly in the afternoon. At the close, the Shanghai Index rose 1.19% to 3186.43 points, the Shenzhen Index rose 1.92% to 11527.62 points, and the GEM index rose 2.33% to 2405.08 points; the two markets traded a total of 936.2 billion yuan, with net purchases of Northbound Capital worth 13.865 billion yuan, the second highest in the year.

The consumer electronics concept sector rose, with Changying Precision, Huaxing Yuanchuang, Yingjixin, Guoguang Electronics, Crystal Optoelectronics, Xingrui Technology, and Digital Source Technology rising and falling. According to the news, Apple's annual online developer conference will be held at 1 a.m. on June 7, Beijing time. Apple may launch an AR glasses.

The beverage manufacturing sector strengthened, Bairun shares and Shede Liquor went up and down, and alcoholic liquor rose more than 8%. Currently, the epidemic situation is gradually improving in various regions, and the offline consumption scene is gradually recovering. Debon Securities pointed out that looking ahead to June, with the gradual lifting of the epidemic and the recovery of consumption scenarios, consumption such as public banquets and business banquets is expected to be better compensated during the Dragon Boat Festival period, and the performance flexibility of sub-high-end wine companies is expected to be highlighted after consumption stabilizes.

The big consumer sector boosted across the board. Food, dairy, prepared dishes, etc. strengthened one after another, while many stocks such as Black Sesame, Jinzai Foods, Ganyuan Foods, and Sunshine Dairy rose and stopped.

The agriculture-related sector collectively surged.

Furthermore, the three major indices of Hong Kong stocks also collectively closed higher! At the close, the Hang Seng Index rose 1.38%, the China Index rose 2.23%, and the Hang Seng Technology Index rose 3.02%. All three recorded 3 consecutive gains.

On the sector side, technology stocks performed well. Baidu and Kuaishou rose more than 7%, Meituan rose nearly 7%, Tencent rose more than 3%, and Ali and JD followed suit.

The green power concept sector rose collectively. China Electric Power rose more than 10%, while Huadian International Power Co., Ltd. and China Resources Electric Power rose more than 8%. The Development and Reform Commission and the National Energy Administration issued a document calling for speeding up the construction of large-scale wind power photovoltaic bases.

Ministry of Finance and State Administration of Taxation: Reduction of purchase tax on some passenger cars

Congratulations to those who are ready to buy a car. The Ministry of Finance is here to deliver the profit.

The Ministry of Finance and the State Administration of Taxation jointly issued on May 31. In order to promote automobile consumption and support the development of the automobile industry, the policy announcement relating to the reduction of the purchase tax on some passenger cars is as follows:

1. Vehicle purchase tax will be reduced by half for passenger cars with a displacement of 2.0 liters or less that are purchased between June 1, 2022 and the bicycle price (excluding VAT) does not exceed 0.3 million yuan.

2. The passenger car referred to in this notice refers to a vehicle with a maximum of 9 seats, including the driver's seat, which is mainly used to carry passengers and their carry-on luggage and/or temporary items in terms of design, manufacture and technical characteristics.

3. The bicycle price mentioned in this notice is based on the taxable price of the vehicle subject to vehicle purchase tax.

4. The date of purchase of a passenger vehicle is determined according to the date of issuance of a valid certificate such as a unified motor vehicle sales invoice or a special customs tariff payment document.

5. Passenger vehicle displacement and number of seats are determined according to the displacement and rated number of passengers (people) contained in the electronic information of the “People's Republic of China Motor Vehicle Factory Certificate” or the electronic information on the “Vehicle Electronic Information Form” for imported motor vehicles.

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The translation is provided by third-party software.


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