The limit of more than 100 shares in the two cities! Smoke, natural gas, oil and gas, coal, hydrogen and other energy sectors rose collectively.

[please check] SMM South China Nonferrous Metals Industry Annual meeting change notice

Today, the yellow and white second line of the index is separated again, representing that the small ticket market of the yellow line is stronger than the big ticket market. On the plate, tobacco, paper, natural gas and other plates rose in the forefront, nurturing diamonds, medical devices, HIT batteries, CRO and other plates fell.

Plate aspect

Today's theme is active, tobacco plate rose throughout the day, ST plate stocks rose again, natural gas, oil and gas, coal, hydrogen energy and other energy plates rose collectively, Yuan Universe, environmental protection, green power plate rose in the afternoon, while the photovoltaic core assets represented by Longji shares and Central shares fell collectively.

The tobacco plate fell sharply at the end of the day yesterday, but it was strongly reversed this morning. Shaanxi Golden Leaf reversed the limit and thus walked out of the 7-day 5-board, and the gem information reversed the trading limit so as to get out of the 3-day 2-board. Shunhao shares, Minfeng Special Paper, Epp shares, Xiangyi Rongtong, Hengfeng Paper and other stocks rose by the daily limit. According to the news, on November 30, the mandatory national standard for e-cigarettes was officially released on the platform of the national standards plan, opening the stage of soliciting public opinions. The standard jurisdiction of this draft is nicotine atomizer and herbal HNB. Non-nicotine products and pure tobacco HNB are not covered by this standard.

Citic Securities pointed out that the "amendment" gives China Tobacco regulatory responsibilities, and the e-cigarette industry has entered a legal regulatory era in which there is a law to follow. The market of 21Q3 atomized tobacco has hit bottom both at home and abroad, and the margin is good in 2022. The potential supporting space of HNB market is huge, but the time of policy opening still needs to wait. Atomization and HNB technology leaders hope to further widen the gap with their competitors by virtue of technical iterations. Maintain the "better than the market" rating of the new tobacco industry.

Affected by the news of the price reduction of Longji silicon wafer, Longji shares fell nearly 4%, while its competitor Central shares fell more than 6%. Jingao Technology, which belongs to the 180 camp with Longji shares, fell more than 4%, while Oriental, which belongs to the 210 camp with Central shares, rose more than 7%.

Haitong Securities said that with the recent price fluctuations, there is a mistake in the adjustment, there is no need to worry about the profitability of component integration, silicon profits will remain at a high level, and the impairment risk brought about by price reduction does not exist. at present, the risk of valuation matching is relatively high. At the same time, some investors believe that the price reduction of silicon wafers has only just begun, with the increase of silicon production next year, more and more wafer factories will expand the production scale, Longji and other giants are facing challenges. With the start of the price war, the performance of the silicon chip track next year is likely to face major uncertainties.

In terms of individual stocks

Medicine and medical plate within the polarization, Jiuan Medical nearly 13 days out of 12 limit board, gem Tianrui Instruments promoted to three even boards, while gem demon stocks Tuoxin pharmaceutical industry plunged sharply, Shu Taishen, Duorui Pharmaceutical, Bohui Innovation and so on have fallen more than 8%.

Behind the polarization or the logic of capital focus is different, the hype logic of Jiuan Medical and Tianrui equipment is the direction of home self-test OTC kit. First of all, Liu Yi, chairman of Jiuan Medical, said today that the capacity expansion of kit products has a short cycle and low investment compared with electronic products, and will not become a loss-making project; second, some of the test reagent products of Bessie Biology, a wholly-owned subsidiary of Tianrui Instruments, have obtained CE certification.

After determining the focus direction of capital speculation, Jiu'an Medical Care is still trading near the limit for many times, or there is a need for funds to avoid special stops. Because in recent years, one of the special stop rules of the main board stocks is to announce that trading is suspended after four abnormal fluctuations in stock trading, and as of today, Jiuan Medical has changed three times.

Future analysis

In terms of the index, as of the close, the Prev index was up 0.36%, the Shenzhen index was down 0.01%, and the gem index was down 0.64%. Northbound funds bought more than 3 billion yuan net throughout the day.

As northward capital inflows continued throughout the day, and US index futures continued to rise, the A-share index also rebounded in the afternoon. Prev is mainly driven by coal, oil and gas, securities plate, gem index is mainly driven by new energy track, of which phosphorus chemical industry, fluorine chemical industry and other new energy sectors rebounded most strongly.

In terms of sentiment, it rose 3220, an increase of 336 over the previous trading day; a rise of 119 (including ST, excluding unopened new shares), an increase of 23 over the previous trading day; 11 fried boards, a decrease of 20 compared to the previous trading day; gem / Science and Technology Innovation Board stocks rose 10, an increase of 4 over the previous trading day; and 3 fell by the limit, an increase of 1 over the previous trading day.

The index is weak and volatile, but market sentiment continues to be active, which is stronger than the index. Specifically, today's concept theme continues to be active, individual stocks are still generally rising, the small ticket market is stronger than the big ticket market, the number of rising, the limit of the number are more than yesterday. In short, downplay the index and pay attention to the structure. A number of institutions have suggested that they focus on two main lines, namely, the new energy vehicle industry and the military industry, which are in line with the medium-and long-term industrial development direction, while focusing on the consumer goods industry at the bottom of the recovery.

Focus on market news

1. Domestic commodity futures closed with mixed ups and downs. The main pulp contract rose by more than 6%.

December 1-domestic commodity futures closed mixed. The main contracts for pulp rose by more than 6%, coke by more than 5%, threads, hot rolls, ferrosilicon and glass by more than 3%, soda ash and styrene by more than 2%, and manganese silicon, iron ore, thermal coal and methanol by more than 1%. LPG, fuel and crude oil fell by more than 3%, while low-sulfur fuel oil, eggs and PTA fell by more than 1%.

2. Silicon Industry Branch of China Nonferrous Association: the price of silicon remains unchanged this week and the transaction is very light.

December 1, according to the latest data from the Silicon Branch of China Nonferrous Metals Industry Association, the price range of domestic single crystal re-feeding this week is between 26.7 and 275000 yuan / ton, and the average transaction price remains unchanged at 272200 yuan / ton; the price range of single crystal compact material is between 26.5 yuan and 273000 yuan / ton, and the average transaction price remains unchanged at 269900 yuan / ton. This week, the overall turnover of silicon is very light, the vast majority of silicon enterprises have no new orders, mainly to implement pre-signed orders, only a small number of individual enterprises scattered orders, make-up orders to maintain a stable price.