B[Analysis of listed stocks on September 2: Short-term sentiment cooled down and the market's board level dropped to 4 boards] A total of 52 stocks hit the daily limit today, and there were 13 listed stocks in total, including 6 stocks with three consecutive boards or above. On the previous trading day, there were a total of 18 listed stocks, and the promotion rate of listed stocks was 33.33% (excluding ST shares and delisted stocks). In terms of individual stocks, short-term sentiment has cooled down, and some strong stocks have experienced serious negative feedback. Miracle Pharmaceuticals and Yiming Foods have dropped their bids to the limit, Kaikai Industrial has closed at its limit, and Jinjian Rice Industry, Qingshan Paper, etc. have fallen by more than 6%. Haiou Housing, Jierong Technology, Wanxiang Denong, and Xinsai Shares have all been cut off, and the market's board height has dropped to 4 boards. In terms of sectors, liquid cooling concept stocks have been active repeatedly. Jitai shares have 3 consecutive boards, Jindi shares have 2 boards in 3 days, Snowman Group, Feilong shares, etc. have hit the daily limit, and Haiou shares have risen by more than 8%; PCB concept stocks have opened lower and moved higher, Watt shares have reversed the daily limit and gone out of 9 days and 5 boards, and Hangzhou Electric Co., Ltd. with the concept of optical fiber has been added The shares had 3 boards in 6 days, Shandong Fiberglass had 2 boards in 4 days, Huazheng New Materials rose nearly 6%; North Exchange stocks rose sharply across the board, and the North Securities 50 Index once rose by more than 4% during the session. Vicki Technology, Shengnan Technology, and Zhixin Electronics reached their daily limit of 30cm. On the news, the North Exchange celebrated the fifth anniversary of its establishment. The reporter learned that as of now, there are more than 11 million qualified investors, nearly three times the number when the market opened, and more than 3,000 public funds have participated in the market. Since this year, the average daily transaction volume has been about 20 billion yuan. A[Review: The GEM index fell more than 2% after adjusting for shrinkage, and the military sector bucked the trend and strengthened] On September 2, the market fluctuated and adjusted throughout the day, and the GEM index fell more than 2%. The turnover of Shanghai and Shenzhen stock markets was 1.79 trillion, a decrease of 246.5 billion from the previous trading day. On the market, the market hot spots were relatively complex, with more than 3,900 stocks falling in the market. From the perspective of sectors, the military industry sector bucked the trend and strengthened. Inner Mongolia One Machine has two consecutive boards, construction industry and Great Wall Military Industry rose by the limit, and Northern Changlong rose by more than 10%. The power grid equipment sector fluctuated and rebounded, with Sun Cable and Shenma Electric reaching their daily limit. The PCB concept is active, with Watt shares having 4 boards in 5 days and Shandong Fiberglass hitting the daily limit. The concept of Internet finance rebounded during the day, and Hengbao shares continued to rebound. The optical fiber concept fluctuated and rose during the session, and Hangzhou Electric Co., Ltd.'s shares rose by the daily limit. The concept of underground pipeline network has moved up, and the trend has continued to rise by the daily limit. In terms of decline, the agricultural sector fluctuated and adjusted, with Dunhuang Seed Industry falling by the limit, Hualv Biotech, Kangnong Seed Industry, and Qiule Seed Industry falling one after another. As of the close, the Shanghai Stock Exchange Index fell 0.97%, the Shenzhen Component Index fell 1.88%, and the ChiNext Index fell 2.39%. A[Afternoon Commentary: The ChiNext Index fell more than 2% in half a day, with nearly 4,000 stocks in the market falling] On September 2, the market fluctuated and adjusted in early trading, and the ChiNext Index showed a weak trend. The half-day turnover of the Shanghai and Shenzhen stock markets was 1.21 trillion, a decrease of 140.3 billion from the previous trading day. The hot spots on the market were relatively complex, with nearly 4,000 stocks in the market falling. From the perspective of sectors, the military industry sector bucked the trend and strengthened. Inner Mongolia One Machine has two consecutive boards, and the construction industry and Great Wall Military Industry have reached their limit. The power grid equipment sector fluctuated and rebounded, with Sun Cable and Shenma Electric reaching their daily limit. The PCB concept is active, with Watt shares having 4 boards in 5 days and Shandong Fiberglass hitting the daily limit. The concept of Internet finance rebounded during the day, and Hengbao shares continued to rebound. The optical fiber concept fluctuated and rose during the session, and Hangzhou Electric Co., Ltd.'s shares rose by the daily limit. In terms of decline, the agricultural sector fluctuated and adjusted, with Denghai Seed Industry hitting the limit, Hualv Biotech, Kangnong Seed Industry, and Qiule Seed Industry all falling. As of the close, the Shanghai Stock Exchange Index fell 0.82%, the Shenzhen Component Index fell 1.71%, and the ChiNext Index fell 2.18%. B[Optical fiber concept rebounded in shock, Hangzhou Electric Co., Ltd. shares approached the daily limit] On September 2, the optical fiber concept rebounded in shock during the session, and Hangzhou Electric Co., Ltd. stock approached the daily limit. Changyingtong, Kingsignal, YOFC Fiber, Optoelectronics Co., Ltd., Tongding Internet, etc. followed suit. On the news, according to CCTV Finance, a company official said that since the beginning of this year, all production lines have been operating at full capacity, and the sales of some models have soared 3 to 5 times year-on-year. The newly built smart manufacturing base has reached its maximum capacity, and the production capacity will be doubled. Some orders are currently scheduled for a year later.
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