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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? Many stocks rose collectively at the end of the session, and foreign investors bought nearly 14 billion dollars

中國基金報 ·  May 31, 2022 16:56

Source: China Fund Daily

Author: Taylor

Hello, brothers and sisters. How is the stock market harvest today? Jun of the fund always thought that today was Friday, but unexpectedly it was just the last day of May. I wish June is a little better for shareholders.

Today, to come straight to the point, the reason for the rise in the stock market has been found, that is, the State Council issued a solid package of policy measures to stabilize the economy: 33 measures related to loan interest rates, IPO and so on.

Another reason is that the MSCI China Index and other index adjustment results officially came into effect after the day, with China Shenhua Energy, Yuantong Express, Junshi Bio, Guangzhou Automobile Group and other stocks pulling up in late trading.

Specifically, there are these changes:

Changes in constituent stocks:33 constituent stocks were added and 45 stocks were eliminated at the same time. Specifically, 33 new ones were included as a whole. Among them, Hong Kong stocks are included in four, namely Orient Overseas, Pop Mart International, Xtep International and Zhaojin Mining. A-shares are newly included in 28. The top companies in terms of weight included are Guangzhou Automobile Group, Bettany, German Nano, Jingchen, Huaxi Biological, Liangwei, Yangjie Technology, Deye, Jiangte Motor, Huaibei Mining, Oriental Cable, Pingquan Coal, time Electric, potassium International, Koda Manufacturing, Jidong cement, China Mineral Resources, China Pharmaceutical, opencast Coal, Western Mining, Shenhuo, Liao Kong, Huayang, Jizhong Energy, first Travel Hotel, Maanshan Iron and Steel Co., Ltd., Oriental Biological and Ordos. B shares are newly included in 1 Yitai B.

At the same time, 45 constituent stocks have been removed from this adjustment.Among them, there are 16 Hong Kong stocks, including Weimeng Group, Zhongjiao Holdings, Liwen Paper, R & F Real Estate, Gome Retail, Gaoxin Retail, Bohai Bank, Shimao Service, Sunac Services, etc., and 7 Chinese stocks, including Hello Group, Chindata Group Holdings Limited, Noah Holdings, I-MAB, Dada Nexus Limited, Kingsoft Cloud Holdings and DiDi Global Inc.. There are 22 A shares, including SUNING, Superstar Technology, Huanxu Electronics, Fulin Seiko, Meiya Optoelectronics, Deep Science and Technology, Medicine and Stone Technology, ordinary people, Changxin Technology, Eddie Precision and so on.

In addition to the component stock adjustment, MSCI also adjusted the free circulation factor of 78 companies (FIF,Foreign Inclusion Factor), and the number of included shares of 182 companies will also change the weight of constituent stocks in the index. Affected by this adjustment, Tencent, Kuaishou Technology-W, JD Health, Orient Overseas, Pop Mart International, Xtep International, Yitai B, ANTA Sports Products and Lufax Holding increased their weights to the top, ranging from 0.7 to 0.05 per cent. On the contrary, BABA-SW, Meituan-W, China Construction Bank Corporation, JD.com Group-SW, CITIC, Ping An Insurance, Weimeng Group, NetEase, Inc-S, Industrial and Commercial Bank of China, Bank of China Ltd., Bohai Bank, Huabao International, R & F Real Estate, Liwen Paper, Wharf, Gao Xin and so on have negative impact.

All the above adjustments will be implemented after the close on May 31 and will take effect on June 1.

Let's talk about the closing situation again, the Shanghai and Shenzhen stock markets opened flat and went high. The three major indexes briefly fell in early trading and rose strongly in the afternoon. By the close, the Prev index was up 1.19% at 3186.43 points, the Shenzhen Composite Index was up 1.92% at 11527.62 points, and the gem index was up 2.33% at 2405.08 points. The total turnover of the two markets was 936.2 billion yuan, with a net purchase of 13.865 billion yuan for northbound funds, the second highest this year.

Consumer electronics concept plate is higher, Changying Precision, Huaxingyuan Chuang, Ying Jixin, Guoguang Electric, Crystal Optoelectronics, Xingrui Technology, Digital Source Technology and so on. In news, Apple Inc's annual online developer conference will be held at 1: 00 a. M. Beijing time on June 7. Apple Inc may launch a pair of AR glasses.

Beverage manufacturing sector strengthened, Bairun shares, willing to the wine industry rose by the limit, alcoholic wine rose more than 8%. At present, the epidemic situation in various places is gradually improving, and the offline consumption scene is gradually recovering. Debang Securities pointed out that looking forward to June, with the gradual unsealing of the epidemic and the replenishment of the consumption scene, consumption such as mass banquets and business banquets are expected to be better compensated during the Dragon Boat Festival, and the performance elasticity of sub-high-end wine enterprises is expected to be highlighted after consumption stabilizes.

Large consumer sector across the board, food, dairy, prepared vegetables have strengthened, black sesame, Jinzai food, Ganyuan food, sunshine dairy and other stocks rose by the daily limit.

Agriculture-related sectors collectively rose sharply.

In addition, the three major indexes of Hong Kong stocks also closed higher! By the close, the Hang Seng Index was up 1.38%, the National Index was up 2.23%, and the Hang Seng Technology Index was up 3.02%, all of which recorded three consecutive gains.

In terms of the plate, the performance of technology stocks is eye-catching, with Baidu, Inc. and Kuaishou Technology up more than 7%, Meituan up nearly 7%, Tencent up more than 3%, BABA and JD.com up.

The concept plate of Green Power rose collectively, China Power rose by more than 10%, Huadian International Power shares and China Resources Power Holdings rose by more than 8%. The National Development and Reform Commission and the National Energy Administration issued a paper calling for speeding up the construction of large-scale wind power photovoltaic bases.

Ministry of Finance and State Administration of Taxation: reduce the purchase tax on some passenger vehicles

Congratulations to those who are ready to buy a car. The Ministry of Finance has come to deliver benefits.

The Ministry of Finance and the State Administration of Taxation jointly announced on May 31 that in order to promote automobile consumption and support the development of the automobile industry, the relevant policies on reducing the purchase tax on some passenger vehicles are hereby announced as follows:

1. The vehicle purchase tax shall be halved for passenger cars with engines of 2.0L or less whose purchase date is from June 1, 2022 to December 31, 2022 and the price of the bike (excluding VAT) does not exceed 300000 yuan.

2. The term "passenger car" as mentioned in this announcement refers to a car that is mainly used in design, manufacture and technical characteristics to carry passengers and their carry-on luggage and / or temporary items, including the driver's seat, with a maximum of 9 seats.

3. The price of bicycles mentioned in this announcement shall be subject to the taxable price of taxable vehicles purchased by vehicles.

4. The purchase date of the passenger car shall be determined according to the issuing date of the valid certificate such as the unified invoice for motor vehicle sales or the special payment form for customs duties.

5. The displacement and seat number of passenger vehicles shall be determined according to the electronic information of the whole vehicle Factory Certificate of the people's Republic of China or the electronic information of the vehicle Electronic Information sheet of imported motor vehicles.

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The translation is provided by third-party software.


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