[stock market afternoon review] silicone, semiconductors, ultra-high pressure plates fell rare earths, energy storage and other sectors fell.

1. [review of early trading]

The three major indices rose slightly in early trading, then fell back collectively, and the market maintained a divergent market. Recently, strong small-cap stocks weakened, with the CSI 1000 index falling more than 1 per cent at one point. Affected by the good news, the education plate led the rise, Kaiyuan education and action education rose by the limit; the automobile plate strengthened, CIMC vehicles and Sinotruk rose by the limit; the liquor plate rose and fell, and Qinghai spring and Shunxin agriculture still closed the board. Novel coronavirus testing, cement, aquaculture and other plates pulled up, meta-universe, silicone, semiconductors, UHV and other plates fell, ST plate continuously staged a rising limit, more than 20 shares rose by the limit in early trading. On the whole, individual stocks generally fell, more than 3000 were green, and the half-day turnover on the Shanghai and Shenzhen stock markets exceeded 720 billion yuan. On the disk, education, automobile, China Shipbuilding Department, cement and other plates rose in the forefront, while cloud games, meta-universe, industrial mother machine, organosilicon and other plates led the decline. By the close of midday, the Prev remained flat, the Shenzhen Composite Index fell 0.2%, and the gem Index fell 0.29%. The Shanghai Stock Exchange had a net inflow of 3.597 billion in early trading, while Shenzhen stocks had a net outflow of 401 million in morning trading.

A total of 47 shares in the two markets rose to the limit (excluding ST and unopened new shares), 15 shares failed to seal the board, with a sealing rate of 75.81%. There are 13 joint-board shares in the two cities, of which Zhong Rui shares cut into the liquor race track, Wanli shares proposed to dispose of assets, Jihong shares transferred, Xilong Science of virus prevention, Huarong Holdings of infrastructure, Hengfeng Paper, Minfeng Special Paper, Zhenhai shares, Jifeng Technology, Shandong Molong, Guoxin Health, Beijing shares, Yuebo Power and other individual shares are connected with 2 consecutive boards, such as Hengfeng Paper, Minfeng Special Paper, Zhenhai shares, Jifeng Science and Technology, Shandong Molong, Guoxin Health, Beijing shares, Yuebo Power and so on.

On the plate, the education sector opened up, Kaiyuan education, action education rose by the limit, while science education, universal education, and wisdom education were among the top gainers. On the news, the executive meeting of the State Council examined and approved the vocational skills training plan of the 14th five-year Plan. The meeting proposed to support all kinds of vocational colleges and vocational training institutions to carry out training, to provide tax support for the purchase of training-related equipment, and to study the continued use of unemployment insurance funds to carry out job stabilization and vocational skills training. Favorable policies for vocational education and adult education are frequent. Institutions believe that the higher education sector, which is dominated by applied undergraduate and vocational education schools, will benefit in the long run, while non-academic vocational skills training institutions will also benefit from Synchronize.

The whole vehicle plate strengthened, CIMC vehicles and Sinotruk both rose by the daily limit, while Foton Motor, Jianghuai Automobile, Jiangling Motor, GAC GROUP and so on rose. On the news, the new forces of car building collectively disclosed the success of sales. In November, Xiaopeng, Weilai and ideal all achieved delivery volume of more than 10,000, and zero running and Weimar also completed their respective breakthroughs. Tao Lin, vice president of Tesla, said yesterday that Tesla's Shanghai factory is expected to achieve its target of producing 500000 cars this year. Brokerage research newspaper pointed out that the sales of Ulai / ideal / Xiaopeng are expected to reach 16.2 14.7 / 200000 vehicles in 2022. In the short term, the boom of new power enterprises is expected to continue in the peak season of car sales.

Novel coronavirus testing plate pulled up again, the top nine biological 20CM limit, Xilong Science, Beriki due to the limit, Yangpu Medical, through King Life, Jiu'an Medical, Lanwei Medicine and other top gainers. On the news, the first case of Omicron virus infection occurred in the United States on December 1, local time. World Health Organization (WHO) said that at least 23 countries and regions have reported cases of Omicron virus infection. Open source securities believe that novel coronavirus mutant O'Micron has been highly valued around the world, and it is recommended to pay attention to vaccines, epidemic prevention materials, testing and other related plates. The global novel coronavirus pandemic cycle may be prolonged, and the demand for novel coronavirus testing at home and abroad is expected to remain high for a long time.

Liquor plate rose and fell back in early trading, Qinghai Spring, Shunxin agriculture still blocked the limit, rock shares, alcoholic liquor, Shuijingfang rose slightly, but Guizhou Moutai, Yingjiagong Liquor and other stocks fell. On the news, the eighth generation of Wuliangye, the core product of Wuliangye, is planning a price increase, and the company responded that the overall background of this price adjustment is due to the long-standing overcapacity and insufficient supply of high-quality capacity in the liquor industry as a whole. Citic Securities Research News pointed out that the spirit industry boom continues, the fundamentals are sound and upward, and there is firm confidence in mobile sales for the whole of next year-the Spring Festival peak season; at present, the valuation of the liquor sector is in a reasonable range, and the liquor industry is actively recommended.

ST stocks recently set off a continuous limit, there are still more than 20 shares in the plate in early trading. After the previous harvest of ten consecutive boards and suspension verification, * ST Zhongtian recorded another seven consecutive boards yesterday, and * ST Zhongtian announced yesterday that the stock price has fluctuated greatly recently, deviating from the company's fundamentals and suspending trading again. It is worth noting that on November 19, the Shanghai and Shenzhen exchanges issued operating income deduction guidelines to improve the enforceability of financial delisting indicators, implement new rules for delisting, and accurately crack down on "shell companies" and strive to clear out "zombie enterprises".

In short, the recent index maintained a small shock, the yellow and white lines continued to separate, after two consecutive days of 82 market, today's morning 28 differentiation market is obvious, heavyweight stocks began to strengthen. Plate rotation accelerated, high and low switching continued, the early strong meta-universe, ultra-high voltage, digital currency, rare earths, energy storage and other plates have fallen one after another.

Noon limit analysis chart

2. [market News focus]

Apple has told component suppliers that demand for the iPhone 13 series has weakened. Earlier news reports said Apple had cut its production target of 90 million units of the iPhone 13 by 10 million this year due to a lack of spare parts, and hopes to make up for most of the shortfall when supply is expected to improve next year. But Apple is informing suppliers that the orders may not materialize, according to people familiar with the matter. But the company is still on track for a record holiday season, and analysts expect sales to rise 6% to $117.9 billion in the last three months of the year. As inflation and the Omicron mutant bring new concerns to consumers, they may give up some purchases.

2. On December 2, Ruiyuan, managed by Rao Gang, a veteran of solid income, was launched today with a mixed fund with a two-year holding period. A reporter from the Financial Associated Press learned from a number of channels that as of 10:15, the customer subscription scale of the product of China Merchants Bank, the main custodian bank alone, had exceeded 21 billion yuan, while individual customers of brokerage channels had bought 800 million yuan. Sources estimate that the final placement ratio of the product is 5% Mel 10%.