On the first trading day of 2024, the three major A-share indexes collectively closed down. As of closing,Shanghai Stock Exchange Indexfell 0.43%, and the Shenzhen Component Index fell 1.29%.GEM Indexfell 1.87%, and BSE 50 rose 2.08%.The turnover of Shanghai and Shenzhen stock markets reached 787.8 billion yuanmore than 2,800 stocks rose.
platethemeOn the market, coal, port shipping, nuclear power and other sectors were among the top gainers;memory chip、BCBatteryOther sectors fell more. The concept of controllable nuclear fusion has become the most exciting thing on the market.
The concept of controllable nuclear fusion leads the market
January 2nd,New concept index “controllable nuclear fusion”. This concept index performed well today, leading the market with an increase of 6.73%. Among the stocks in the sector, Tianli rose by nearly 14% on a compound basis.Maritime and Land Heavy Industry、Aerospace Morning Light、Lippertdaily limit,Yeti sharesChenguang Medical,Guoguang ElectricWait for stocks to rise. Among them, Lippert “flashed” to the limit within one minute after the opening.
A variety of news stimulated the rise of this concept index.
One isOn December 29, 2023, led by China National Nuclear Corporation, 25 central enterprises, scientific research institutes, universities, etc. formed a controllable nuclear fusion innovation consortium, officially unveiled China Fusion Energy Co., Ltd. (in preparation), and released the first batch of key technology research projects Task. According to the Future Industry Launch Action launched by the State-owned Assets Supervision and Administration Commission of the State Council, the field of controllable nuclear fusion has been identified as an important direction for future energy. Several institutions have established a controllable nuclear fusion innovation consortium to lay a solid foundation for the development of the controllable nuclear fusion industry.
two isOn December 29, 2023, after deliberation and decision at the executive meeting of the State Council, the Guangdong Taipingling and Zhejiang Jinqimen nuclear power projects were approved.
Founder SecuritiesIt is believed that controllable nuclear fusion may be the ultimate solution for human energy and has broad prospects for commercial development in the future. In recent years, controllable nuclear fusion projects at home and abroad have continued to advance, and the commercialization process is expected to accelerate.
Xilong Sciencedaily limit
existNuclear pollution prevention and controlAlzheimer, photoresist,lithium battery、ReorganizationWith the support of multiple concepts such as protein, Xilong Science achieved the daily limit on the first day of the new year’s opening.
In the past two months, science in Xilong has continued to be popular. In November 2023, Xilong Science reached the daily limit several times, during which 5 reports of abnormal stock trading fluctuations were issued.announcement, and also received a letter of concern from the Shenzhen Stock Exchange. In December 2023, the company’s stock reached its daily limit several times.
Chip concept leads the decline
Nvidiaconcept, memory chip,semiconductorand components, advanced packaging and other sectors were among the top decliners. in,Baiwei Storage“20CM” dropped to the limit,Jiang Bolong、Demingli、Hengshuo sharesWait for individual stocks to lead the decline.
On the news, according to Korean media reports, South Korea’s two major semiconductor giants, Samsung Electronics and SK Hynix, lost more than 21 trillion won (approximately US$16.1 billion) in their chip business. This is mainly due to the cyclical downturn in the semiconductor industry in 2023. To.
However, the latest data from the World Society for Semiconductor Trade Statistics (WSTS) shows that despite the overall decline in the global semiconductor market in 2023, it will remain strong in 2023.AI chipDriven by demand, they have raised their growth expectations for the global semiconductor market in 2024. The year-on-year growth rate is expected to reach 13.1%, and the total scale will climb to a record $588.36 billion.
ResearchAccording to a report by TrendForce, the price of DRAM and NAND (eMMC, UFS) memory chips for mobile devices will further rise in the future, and the month-on-month increase in the first quarter of 2024 will expand to 18% to 23%. At the same time, it does not rule out further losses caused by panic purchasing. Possibility of price increase.
2024 New Year’s Day holiday movie box officeA new high for the same period
According to Xinhua News Agency, statistics from the National Film Administration show that the total box office of movies during the 2024 New Year’s Day holiday (December 30, 2023 to January 1, 2024) was 1.533 billion yuan, setting a new record for the same period.The number of moviegoers was 36.6 million, and the box office of domestic films was 1.411 billion yuan., with a market share of 92.04%. The top five films at the box office are “Twinkle Twinkle Star” and “The Annual Party Can’t Stop!” ”, “Goldfinger”, “Stealth” and “If You Are the One 3”.
(Article source: Chinasecuritiesnewspaper)
2024-01-02 08:42:22
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