This morning, the A-share main board market opened slightly higher, and the continuously strong technology stocks showed adjustments. The GEM Index and the Science and Technology Innovation 50 Index turned green slightly.
On the market, coal, new retail, household products, insurance and other sectors were among the top gainers, while operating systems, communication equipment, nuclear pollution prevention and control, human brain engineering and other sectors were among the top losers.
In addition, Tesla’s official Weibo announced today that the price of Model S/X has been adjusted. Model S will be sold starting at 698,900 yuan, compared with 754,900 yuan previously; Model
Changes in large consumer groups
The concept of big consumption changed in the morning. The subdivided household products sector opened higher and moved higher with heavy volume. It once rose by more than 4%, hitting a new high in the past month. Mengtian Home Furnishing, Jiangshan Oppein, etc. hit the daily limit; the new retail sector also strengthened with heavy volume. , Pinwo Food, Central Shopping Mall, etc. rose by the limit or more than 10%; hotels and restaurants, household appliances, street stall economy, tourism and other related sectors were also among the top gainers, with Western Animal Husbandry, Guoguang Chain, etc. rising by the limit.
Since the beginning of this year, policies to stimulate consumption have been implemented one after another from the central to local governments. Recently, the State Council issued the "Notice on Improving the Specific Additional Deduction Standards for Personal Income Tax" and decided to increase the special additional deduction standards for personal income tax; the People's Bank of China and the State Financial Supervision Administration issued the "Notice on Reducing the Interest Rates of Existing First Home Loans" "Notice", measures such as lowering existing mortgage interest rates are aimed at increasing residents' income and improving consumption levels.
The local government has taken frequent actions, issuing consumer vouchers, trading in old products for new ones, and offering free access to tourist attractions and other policies, which have continuously unleashed consumption potential.
Promoted by many policies, my country's consumer market has recovered rapidly. Statistics from the Bureau of Statistics show that in the first half of the year, product retail sales were 20,325.9 billion yuan, a year-on-year increase of 6.8%; catering revenue was 2,432.9 billion yuan, an increase of 21.4%; retail sales of convenience stores, professional stores, brand stores, and department stores increased by 8.2% and 5.4% year-on-year respectively. %, 4.6%, 9.8%,
In the first half of the year, national online retail sales were 7.1621 billion yuan, a year-on-year increase of 13.1%. Among them, the online retail sales of physical products was 6.0623 billion yuan, an increase of 10.8%, accounting for 26.6% of the total retail sales of consumer goods; among the online retail sales of physical products, food, clothing, and household products increased by 8.9% and 13.3% respectively. ,10.3%.
The just-concluded summer consumption season has brought residents’ enthusiasm for consumption to a climax. The China Tourism Academy (data center of the Ministry of Culture and Tourism) predicts that this summer will be the hottest in the past five years. It is estimated that the number of domestic tourists in June, July and August will reach 1.854 billion, accounting for 1.854 billion of domestic tourists in the whole year. 28.11% of the number of tourists traveled; domestic tourism revenue was 1.2 trillion yuan, accounting for approximately 27.46% of the annual domestic tourism revenue.
Everbright Securities stated that in view of the solid logic of "policy bottom" and the increasing number of "economic bottom" signals, the judgment of upward shock in the medium term remains unchanged. If there is an irrational correction in the short-term market, it will be a good opportunity for low-level layout. Continue to pay attention to the opportunities for supplementary growth in large consumption, focusing on the automobile, civil aviation, food and beverage, commercial department stores, pharmaceutical and commercial sectors.
Jindi shares soared and hit a critical limit
Jindi shares were officially listed on the Shanghai Stock Exchange today, with a surge of more than 83% at the opening, and then continued to open higher and move higher. During the session, the stock price rose by 30% from the opening price, triggering a temporary stop. As of the midday close, it closed at 54 yuan, an increase of 148% from the issue price. The transaction volume exceeded 1.5 billion yuan, and the turnover rate reached 70.91%.
The issue price of Jindi shares was 21.77 yuan, with a price-to-earnings ratio of 41.68 times. The total amount raised was approximately 1.192 billion yuan, which was 333 million yuan more than the original planned amount.
As a national-level manufacturing single champion demonstration enterprise, Jindi Co., Ltd.'s main business is divided into two major industrial sectors, one is the "precision bearing cage" industry; the other is the industry-leading "new energy car electric drive system and transmission system", etc. Core parts industry. At present, it has a national-level enterprise technology center, has accumulated a lot of experience in research and development, design and intelligent manufacturing technology, and has participated in global shopping mall competitions early.
The prospectus shows that in 2020, 2021 and 2022, Jindi Shares achieved operating income of 632 million yuan, 914 million yuan and 1.097 billion yuan respectively, and net profits of 110 million yuan, 115 million yuan and 126 million yuan respectively.
It is worth mentioning that due to the impact of fluctuations in demand in the wind power industry, Jindi Co., Ltd.'s pitch cage sales revenue will drop by 31.8658 million yuan in 2021 compared with 2020, and will drop by 9.0086 million yuan in 2022 compared with 2021.
Jindi Shares stated that if the demand for the wind power industry declines in the future, competition intensifies, or the national subsidy policy for wind power changes, the growth momentum of newly installed wind power capacity may slow down or decline. If the company cannot effectively continue to expand customers and increase market share rate, may lead to the company's wind power industry cage product revenue cannot continue to increase or even decline.