Rare daily limit!Medical stocks suddenly broke out, and the big consumer is here?The deputy president of the "fruit chain" was monitored and lived, and the "kill horse" was the turn of 100 billion EVA?The latest release of the National Bureau of Statistics

China Fund News Yan Ying

Good at noon, come and see the performance of the market in the morning ~

On the morning of September 27, the large A -share continued to fluctuate to test market confidence. As of the closing of the morning, the main index of A shares became popular. The Shanghai Stock Exchange Index was reported at 3059.21 points at noon, up 0.26%, and the GEM index Index 2338.31 points, up 0.66%. There are 3,301 red stocks in Shanghai and Shenzhen, with 1454 stocks lower, and a half -day turnover of 370.7 billion yuan.

The northbound funds bought a half -day purchase amount of 240.02 billion yuan, the sales amount was 23.727 billion yuan, and the net purchase amount was 275 million yuan.

On the disk, the medical sector rebounded overlooking, and the rise of cultural tourism and food stocks rose at noon; new energy tracks were differentiated, and oil and natural gas, coal, and metal declined.

In terms of the Hong Kong stock market, the Hang Seng Index fell rapidly after the early trading was low. As of the afternoon, it fell 1.06%to 17665.85 points. Hang Seng Technology fell 1.7%, and the Hang Seng State -owned Enterprise Index fell 1.31%.

On the disk, software, materials, media, technical hardware and equipment and other sectors are downturn.

On the popular stock, New Oriental fell 5%online, Ali and Tencent fell nearly 3%, and the ideal car rose more than 2%.

Look at the details--

Pharmaceutical creatures attack upwards

Big consumption shock strong

On the morning of September 27, the pharmaceutical and biological sector rose straight shortly after the opening, and rushed to the first place in the section of the sections in one fell swoop. As of the closing of the morning, the biomedical sector rose 2.05%.

On the occasion of the sector, multiple pharmaceutical stocks have daily limit, such as Zixin Pharmaceutical, Shuangcheng Pharmaceutical, and Shangrong Medical. East Fulong, Longjin Pharmaceutical, Hyliko, and my martial arts have increased. From the perspective of the subdivision industry, medical devices and Chinese medicines have led the rise.

On the news, the concentrated volume procurement of the national organizational orthopedic spine consumables will be submitted to the enterprise in Shanghai and the bid will be opened on the spot. According to the National Medical Insurance Bureau, this concentrated purchase product is orthopedic spine medical consumables, involving about 1.2 million sets of consumables.

According to CCTV news reports, the concentrated volume procurement of orthopedic spine medical consumables is divided into 14 product system categories, 29 bidding units, and 872 systems according to the type of surgical type, surgical site, and route methods. 6,426 medical institutions in the country reported that the purchase demand for procurement reached 1.2084 million units, and a total of 173 applicants were involved in collecting products.

In addition, due to the favorable National Day holiday, the consumer sector continued to strengthen in the morning, and social services, textiles, clothing, food and beverages, etc. increased.

According to the Securities Times, on September 27, the National Day travel report released by Meituan showed that one week before the holiday, keyword search volume such as "local tour and surrounding tour" soared 440%month -on -month. Beijing, Shanghai, Suzhou, Guangzhou, Shenzhen and other cities have increased significantly.

In addition, compared to the formulation plan for more than one week in advance, people are more inclined to find a place for leisure for local surrounding surroundings within 3 days before traveling, and "impromptu vacation" will become a new trend of the National Day holiday tourism.

Traditional energy prosperity is not good

Coal and petroleum petrochemical decline

On the morning of September 27, the coal sector quickly dived shortly after the opening, and Yankuang energy once dropped sharply by nearly 7%. However, the overall trend of the sector in the market eases. As of the closing of the morning, the coal sector fell 1.25%.

In terms of individual stocks, Shanxi coking coal fell more than 3%. Haohua Energy, Orchid Innovation, and Lu'an Ringneng had a decline in individual stocks, but most of them fell sharply earlier.

Recently, the Office of the People's Government of Taiyuan City issued a notice on printing and issuing a new work plan for the increase in coal production increase and production capacity of Taiyuan City, which mentioned that based on safety production, the potential for production of coal mines was fully tapped, the production capacity increased in order, and coal mines were accelerated. For procedures, multiple measures can be used to improve the capacity of coal supply.

In 2022, the output reached 48 million tons, and strived to reach 48.5 million tons. The output in 2023 strives to reach 50 million tons. Strictly implement the system of suspension of production, and it is strictly forbidden to take "one -size -fits -all" production discontinued measures for accidents in the coal mine area. In 2022, the construction of two coal mines was promoted to build a trial operation, and the advanced coal production capacity was 2.1 million tons/year.

In the morning, there was a sharp decline in the petroleum petrochemical sector. Oriental Shenghong led 7%, and Zhongman's oil fell more than 5%. Paimco, China Sea Oil, Huajin and other individual stocks have performed unpleasantly.

4 new shares on the first day of listing

N, the spinning sign has risen by 150%to touch the stop

On the morning of September 27, a total of 4 new shares were listed.

In terms of performance on the first day, the spinning of N in the morning was singing all the way, and the stock price rose by 150%in the market. As of the closing price in the morning, the stock price fell, and at 17.21 yuan rose 115.13%.

Public information shows that China Textiles is an independent third -party professional institution dedicated to providing related technical services that provide light textile products inspection and testing. The business covers textiles, clothing, shoes, leather products and luggage. In the first half of 2022, the company realized operating income of 81.69 million yuan, an increase of 6.11%year -on -year, and net profit was 15.06 million yuan, an increase of 7.76%year -on -year.

The performance of new shares of science and technology boards is also excellent, with a significant opening of more than 61%higher. At the time of close in the morning, it was closed for 121.29 yuan, an increase of 70.40%.

After the horses opened in the morning, the stock price broke, and the market once fell more than 8%. As of the closing of the morning, the stock price reached 20.53 yuan, down 3.98%. N -day Devy opened 5.44%, and it broke the market. As of the closing of 4.52%as of the morning, the stock price was 20.72 yuan.

Oriental Shenghong Flashing Crash

Daily limit in the market

On the morning of September 27, the Eva leading Dongfang Shenghong plate appeared in the Shenghong disk, and the daily limit appeared in the market, and the transaction volume was significantly enlarged. As of the close of the morning, Dongfang Shenghong's stock price was 18.17 yuan, down 7.01%.

In this regard, investors in the stock bar shouted: "Hello big white horse", "100 billion white horse wheels to you".

Yesterday, the Securities Regulatory Commission announced the progress of Dongfang Shenghong's "The first public offering of shares (including ordinary shares, preferred shares and other shares and other shares and other shares and stocks)." The current progress has reached the stage of receiving materials.

Previously, Dongfang Shenghong announced that six assets under their names were transcribed in the transfer price, and the transaction price was 1.088 billion yuan. This is to peel off the reorganization of inefficient assets related to traditional businesses before the reorganization of the listing in 2018, in order to highlight the company's strategic direction and main business, and accelerate the layout of new energy and new materials projects.

Ophi Guang: Deputy President Cai University was monitored and lived

After the market closed on September 27th, the former "Fruit Chain Brother" Opi Guang announced that the company received a notice from the family members of Cai University.

Ophiguang said that after a preliminary understanding, the matters involved in Cai University were their personal cases and had nothing to do with the company, which would not affect the company's daily production and operation activities. In addition, Cai University resigned as a director and deputy general manager of the company due to personal reasons, and after resigning, he no longer held any position of the company.

Cai University is a wholly -owned shareholder of Yugao (China) Co., Ltd., and currently holds 284,251,960 shares of Ophi Guang through Yugao (China) Co., Ltd., accounting for about 8.73%of the total share capital. Cai Gao's actual controller Cai Rongjun is the brotherhood of the actual controller of Opi Guang. Yugao (China) Co., Ltd. and Shenzhen O Fei Investment Holding Co., Ltd. and Cai Rongjun are consistent.

Earlier, Offe was "fired" by Apple, and the performance of the former "fruit chain" also caused a severe decline. In the first half of 2022, the net profit of Ophelia was 874 million yuan in net profit, from profit to loss.

In terms of stock prices, Ophelia was closed for 5.47 yuan in the morning, with a slight increase of 0.18%, and the current total market value was 17.8 billion yuan; the stock price declined by 43.61%since this year. After the negative news of the deputy president was announced, the stock price performance of Ophel's afternoon was worthy of attention.

National Bureau of Statistics: above August, the first August

Industrial enterprise profits decreased by 2.1% year -on -year

On September 27, the National Bureau of Statistics released data showing that from January to August, the total profit of industrial enterprises above designated size achieved a total profit of 5525.40 billion yuan, a year-on-year decrease of 2.1%. Zhu Hong, a senior statistician of the Department of Industry of the National Bureau of Statistics, interpreted the profit data of industrial enterprises that the profit of industrial enterprises declined from January to August.

From January to August, the profit changes of industrial enterprises present the following main characteristics:

First, the revenue of industrial enterprises has maintained growth and the profit structure has improved. From January to August, the operating income of industrial enterprises above designated size increased by 8.4%year-on-year, continued to grow rapidly; corporate profits decreased by 2.1%year-on-year. With the increase in the price of some commodities, the upstream and downstream structure of industrial enterprises has improved significantly, the decline in the profit of equipment manufacturing has narrowed for 4 consecutive months, and the profit industry's profits continue to rise.

From the perspective of August, in the 41 industrial industries, the profit growth rate of 27 industries has accelerated or reduced from the previous month, and the decline has increased, accounting for more than 60 %, most of which are middle and lower reaches industries.

The second is that the decline in the profit of equipment manufacturing has narrowed significantly, and the proportion of profits has increased. As the industrial chain supply chain has further opened, the profit growth of equipment manufacturing has recovered significantly. From January to August, the profit of equipment manufacturing fell by 2.0%year-on-year, a narrowing of 3.7 percentage points from January-July, and the proportion of profits accounted for about 5.0 percentage points from the beginning of the scale.

From August, it was promoted by factors such as supporting automobile consumption policies. The production and sales of the automobile manufacturing industry further accelerated, and the profit increased by 1.02 times year -on -year, which was the highest growth rate in the past year. The profit industry's profits increased by 36.7%, and the growth rate increased by 11.1 percentage points from last month. The profit of the electronics and instrument industry increased by 22.9%and 21.3%, respectively, and the growth rate was negatively transferred.

Third, the profits of the power industry have improved significantly. The continuous recovery of industrial production and the impact of high temperature weather has caused strong power consumption demand, and the growth rate of power generation has accelerated and rose to high positions in recent years, driving the rapid recovery of profit industry profits.

The profit industry's profits decreased by 2.0%year-on-year, a narrowing of 10.0 percentage points from January-July. In August, the profit industry's profit increased by 1.58 times year -on -year, an increase of 111.8 percentage points from last month.

Fourth, the profitability of the consumer goods manufacturing industry has improved. With the continuous release of consumer policy effects, market demand has risen, and most of the consumer goods industry's profits have improved. In August, the decline in the profit of consumer goods manufacturing was significantly narrowed year -on -year compared with the previous month, and the profitability improved.

Among the 13 consumer goods manufacturing industries, 8 industries have improved their profits compared with last month, and the profit of 4 industries has achieved double -digit growth. Among them, the profits of wine and beverage tea, cultural and educational and artistic and American industries increased by 59.8%and 29.1%, respectively, respectively, and the growth rates increased significantly compared with the previous month. The profits of the tobacco and food manufacturing industries increased by 33.8%and 19.0%, respectively, which maintained rapid growth. Fifth, the monthly profits of foreign -funded enterprises have increased from decline, and the decline in profit decline in small and micro enterprises has narrowed. In August, among industrial enterprises above designated size, foreign companies, Hong Kong, Macao and Taiwan business investment enterprises increased their revenue increased, and profits decreased from a year -on -year to 6.0%year -on -year; small and micro enterprises' profits decreased by 4.1%year -on -year, and the decline was incorporated from last month. Narrow, profit recovery is better than all industries.

Generally speaking, the benefits of industrial enterprises have resumed. The decline in profit decline in the month was narrowed from the previous month. However, we must also see that the profit of industrial enterprises is still declining, the production and operation costs of enterprises are still high, and there are many factors for unstable and uncertainty in the external environment, and the foundation of industrial enterprises' profit recovery is not firm.

In the next stage, we must resolutely implement the decision -making and deployment of the Party Central Committee and the State Council, promote the release of a policy of stable economy and the release of the efficiency of continuous policy, focus on expanding effective demand, increase the rescue efforts to help enterprises, and promote the continuous and stable recovery of the industrial economy.

Sanya: Orderly restore the prevention and control management of the city's normalization epidemic

According to the official micro -news of Sanya, according to the progress of the prevention and control of the epidemic in Sanya, after comprehensive research and judgment, the city's epidemic prevention and control work headquarters decided that from 12:00 on September 27, 2022, the city's orderly restoration of normalized epidemic prevention and control management management in the city in an orderly manner , Fully restore the order of various types of production and life.

1. The city's party and government agencies, enterprises and institutions, and production and operation units resumed normal order and production and operation. After the risk assessment of various districts (Yucai Ecological Zone), the seafood fish market is opened.

Second, open the food hall food operation, implement "appointment, peak peaks, current limits" and cleaning site code, reasonably maintain the dining distance, and to undertake large banquet activities for the time being.

Third, the district (Yucai Ecological Zone) gradually removes the mounts of the community (village) in order to prevent the risk of preventing and control risks in the territorial epidemic, and restore the prevention and control management of the normalized epidemic.

Fourth, the industry authorities and districts (Yucai Ecological Zone) headquarters shall strictly approve various gathering activities, and formulate epidemic prevention and control plans and emergency response plans in accordance with the principle of "who approves, who is responsible" and "who holds, and who is responsible for". Essence Strengthen the management of activity, register the code for participants, and check the 48 -hour kernel acid negative proof. Red things and white things are simplified. Recently, we will not hold clustering activities such as large -scale conferences, training, exhibitions, and art performances.

5. Strictly implement the "Quartet Responsibility" of the normalized epidemic prevention and control. In addition to the venues of gathering activities, the remaining public places and institutions must also strictly implement the prevention and control measures such as body temperature testing, scanning code, and wearing masks. Calcidic acid detection negative proof.

Please continue to enhance the awareness of prevention, standardize wearing masks and replace them in time, and keep good hygiene habits such as "diligently washing hands, one meter line, constant ventilation, and less gathering".

Edit: Xiao Mo

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