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The "unsolved mystery" of the timing of the Federal Reserve's interest rate cut has once again put pressure on the market.
According to the latest minutes of the Federal Reserve's meeting, the Federal Reserve has kept its target range of the federal funds rate between 5.25% and 5.50%. Federal Reserve officials discussed the need to keep interest rates stable for a longer period of time, or to reduce interest rates in the case of a weak labor market. Many officials at the meeting also mentioned their willingness to raise interest rates if necessary. This summary directly led to the overnight pressure on the US stock market and the bulk commodity market. The international gold price, silver price and the main international copper contract all fell sharply.
This morning, A-share adjusted. As of the noon closing, the Shanghai Stock Exchange Index fell 1%, the Shenzhen Stock Exchange Index fell 1.19%, and the GEM Index fell 0.98%.
The property chain was adjusted in the morning, Vanke A Down 2.98% 。 Non ferrous metal plate also fell significantly, leading stock zijin mining It fell more than 3%.
These "black technologies" have become popular
Recently, some black technology concept stocks have become popular and come out of the continuous rising market.
This morning, Kangpeng Technology It rose 16.58%, with a cumulative increase of more than 80% in the past five trading days.
The company's WeChat official account recently said that recently, Nanjing Zhongke Kangrun New Material Technology Co., Ltd., a wholly-owned subsidiary of Shanghai Zhongke Kangrun New Material Technology Co., Ltd. invested by Kangpeng Technology, had passed the appraisal of scientific and technological achievements in the "creation of hyperbranched polyethylene synthetic base oil (ETO) and its industrial application demonstration with an annual output of 3000 tons". The appraisal committee believes that, This achievement discovered for the first time that ETO can be used as a high-performance lubricating base oil, developed its core catalyst and production process, and built a 3000 t/a industrialization demonstration device, which has high innovation and application value and is an international initiative. It is recommended to accelerate and expand the industrialization application.
Lubricating oil is the "blood" of industrial machinery. Base oil is the core material of lubricating oil, and polyalphaolefin (PAO) is often the preferred/mandatory base oil for high-end lubricating oil. However, due to the limitations of ethylene selective preparation of α - olefins and other technologies, the ethylene utilization rate of PAO process is less than 40%. ETO can not only be used as high-performance lubricating base oil, but also the utilization rate of ethylene can reach over 97%.
Haimu Star Also due to the research and development of a global pioneering product, the stock price has risen sharply recently. This morning, Haimu Star rose 0.37%, up more than 36% in four trading days.
Recently, Himmstar announced that the company has made a major breakthrough in the key technology of mid infrared femtosecond laser and its application in the medical field - it has successfully developed a bench type femtosecond laser with continuous tunable long wavelength infrared. The announcement shows that this R&D achievement of Himmstar is a global pioneering product, and the review expert group unanimously believes that the technical indicators of project implementation have reached the international advanced level.
Huicheng Environmental Protection It has also risen continuously recently. According to the official website information, the company's research and development team, after six years of technical research, has pioneered a new technology of deep catalytic cracking of mixed waste plastics to produce chemical raw materials (CPDC) based on the circulating fluidized bed.
In addition, Jiaxin Silk It has also attracted market attention, and the company has equipped a team to promote the application of bionic silk in cross field new materials.
Yangtze Power Set a new record
This morning, Changjiang Power rose 0.81%, hitting a record high in the session, with the latest market value of 640.82 billion yuan.
Some investors once joked that in the past ten years, whenever they bought Changjiang Electric Power, as long as they held it long enough, they would have good returns. More importantly, the withdrawal rate during the period was also very small.
What is the reason for the steady rise of Yangtze Power? As the world's largest hydropower company, the asset quality of Yangtze Power is obvious to all. In recent years, thanks to the decline of financial expenses, the growth of investment income and the injection of Ukrainian and white assets, EPS (earnings per share) has grown steadily.
Huayuan Securities said that the hydropower sector, especially Yangtze Power, has always been labeled as "transparent". For a long time, quite a few investors have classified hydropower companies as stable value assets, but the business model of hydropower companies is fundamentally different from that of roads/airports/ports/banks/consumer goods. First, the operating income of the hydropower company drive Very special, rainfall is absolutely uncoupled from the macro-economy; Secondly, from the perspective of product characteristics, hydropower is one of the few low-cost supplies of terminal homogeneous goods, which determines the low risk at the price end; Finally, the business model is simple, and the quality of the financial statements of the hydropower company is extremely high, which eliminates most management risks.
The real estate chain and nonferrous metal sector fell sharply
This morning, the real estate chain was adjusted, with real estate services, real estate development, property management and other sectors leading the decline.
In terms of industry fundamentals, Soochow Securities He said that the policies at both ends of supply and demand are expected to form a joint force to promote the supply and demand relationship in the real estate market to gradually recover to a healthy state and stabilize market price expectations. With the gradual implementation of the policy, the fundamentals of real estate sales are expected to reach the bottom and stabilize. Four main lines are recommended: first, high-quality projects with stable finance and concentrated soil reserves in core cities. Second, real estate enterprises with abundant high-quality property assets and cash flow expected to improve marginally. The third is the property company. Fourth, agent construction and intermediary companies.
In addition, the non-ferrous metal sector also suffered a large decline, with precious metals, metal lead, zinc and other sectors leading the decline, and the leading stock Zijin Mining fell more than 3%.
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