盘面上，黄金股走强，莱绅通灵7连板，中润资源涨停，金价连续多日创新高；燃气板块拉升，南京公用涨超9%，近期多地发布居民管道天然气价格调整方案；工业母机概念股普涨，华东重机、华东数控一字涨停，工信部等七部门联合印发《推动工业领域设备更新实施方案》；煤炭开采加工、电力、酒店及餐饮板块涨幅居前。存储芯片板块持续下挫，德明利跌停；网络游戏板块走低，冰川网络跌超18%；通信设备、房地产、教育板块跌幅居前。Major A-share indices had mixed ups and downs. As of the midday close, the Shanghai Index fell 0.34% to 3038.25 points, the Shenzhen Stock Exchange Index fell 1.32%, the GEM Index fell 1.87%, and the Beijing Stock Exchange 50 Index rose 3.23%.
Major A-share indices had mixed ups and downs. As of the midday close, the Shanghai Index fell 0.34% to 3038.25 points, the Shenzhen Stock Exchange Index fell 1.32%, the GEM Index fell 1.87%, and the Beijing Stock Exchange 50 Index rose 3.23%. More than 4,200 shares fell. The two markets traded 509.5 billion yuan in half a day, and the net sale of northbound capital was about 4.34 billion yuan.
On the plateGold stocks strengthened, Lai Shen Tongling continued to rise and fall, and gold prices reached new highs for many days; the gas sector rose, Nanjing utilities rose more than 9%, and recently released gas price adjustment plans for residential pipelines in many places; industrial mother engine concept stocks generally rose, Huadong Heavy Machinery and Huadong CNC rose and stopped, and seven departments including the Ministry of Industry and Information Technology jointly issued the “Implementation Plan to Promote Equipment Renewal in the Industrial Sector”; the coal mining and processing, electricity, hotel and catering sectors registered the highest increases. The memory chip sector continued to decline, and Demingli fell to a standstill; the online gaming sector declined, with Glacier Networks falling by more than 18%; and the communications equipment, real estate, and education sectors had the highest declines.
Gold stocks are getting stronger, and Raijin's 7-game winning streak
Lai Shen Tongling has 7 consecutive markets, Zhongrun Resources rose and stopped, Xiaocheng Technology and Cuihua Jewelry rose more than 8%, and Hunan Baiyin rose nearly 7%; Zijin Mining rose nearly 5%, with a total market value of about 470 billion yuan, surpassing the Postbank and ranking in the top 20 A-share market capitalization rankings. According to the news, on April 9, spot gold rose more than 1% during the day, breaking a record high of 2362.24 US dollars/ounce.
The gas sector boosted, and Nanjing utilities rose more than 9%
Nanjing utilities rose more than 9%, followed by Kaitian Gas, Shengtong Energy, Meineng Energy, Xinao Co., Ltd., and Guizhou Gas. Tianfeng Securities pointed out that domestic pipeline gas price adjustment plans have recently been announced in many places (Shenzhen, Fuzhou, Zhenjiang, Putian, Xinghua, etc.), and the sales price of residential pipeline gas has all increased. Price linkage mechanism documents or price adjustment notices have been issued, involving 125 administrative units at the city and county levels. In 2024, gas price linkage mechanisms in various regions will continue to advance, which will benefit urban combustion companies to fix gross margins.
Industrial mother machine concept stocks generally rose and stopped in East China CNC
Huadong Heavy Machinery and Huadong CNC rose and stopped, Hongde shares rose and stopped by 20cm, and Genesis, Huazhong CNC, and Pangu Intelligence followed suit. According to the news, seven departments including the Ministry of Industry and Information Technology jointly issued the “Implementation Plan to Promote Equipment Renewal in the Industrial Sector”, which proposes that by 2027, the scale of investment in equipment in the industrial sector will increase by more than 25% compared to 2023; the focus will be on promoting the upgrading of machine tools that have been in service for more than 10 years in the industrial mother machine industry.
The memory chip sector continues to decline, and Deming Li falls to a standstill
Demingli fell to a standstill, Baiwei Storage fell more than 9%, Jingzhida fell more than 8%, Jiang Bolong and Bomin Electronics fell more than 7%, and Western Test, Hengshuo Co., Ltd., and Juchen Co., Ltd. fell one after another.
The online gaming sector declined, and Glacier Network fell by more than 18%
Glacier Network fell more than 18%, Jiayun Technology and Saiwei Smart fell by more than 5%, and Xinxindai, Huawen Group, and Huace Film and Television followed suit.
