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China Fund Daily Morning Dawn

Hello everyone! The new trading day begins. Let's pay attention to the market situation and the latest news in the morning.

The May Day holiday is full of advantages and assists the market. On May 6, the main index of A shares floated red collectively. As of press time, the Shanghai Composite Index has risen by 1.Crashandspyrosuperpack.05, the Shenzhen Composite Index rose 1.Crashandspyrosuperpack.96%, gem refers to a sharp increase of 2.20%.

Under the hot market, the entry of # A share # also quickly entered the Weibo hot search list.

In terms of industry performance, the real estate sector rose sharply in the morning, consumer stocks warmed up collectively, and spirits, beverages, beauty and home appliances all performed well. Oil and natural gas, precious metals are weak, light modules open high and go low, ST plate stocks fell sharply.

The Hong Kong stock market opened higher in the morning, followed by a narrow range of shocks. As of press time, the Hang Seng Index is green. The ideal car jumped 8%, leading the rise in the Hang Seng Index.

Real estate stocks rose in early trading.

Welcome the favorable policy in many places

Recently, the real estate sector continued to usher in good news, individual stocks performed enthusiastically. On the morning of May 6, real estate stocks opened higher, Nanguo Real Estate five Lianban, Huayuan Real Estate, Sunshine shares,CrashandspyrosuperpackI love my family and so on.

During the May Day holiday, the Shanghai Real Estate Industry Association and the Shanghai Real Estate Brokerage Industry Association jointly proposed to launch a commercial housing "trade-in" campaign. The activity is mainly aimed at home buyers who plan to sell second-hand housing and buy new houses. In the first batch, more than 20 real estate development enterprises and nearly 10 real estate brokers have participated in the initiative.

In addition, recently, Beijing has optimized and adjusted the housing purchase restriction policy, and two Beijing-registered families can buy a new house outside the Fifth Ring Road. Residents with household registration in Tianjin who purchase a single set of newly built commercial housing of more than 120 square meters in six districts of the city shall no longer check the qualification for purchasing a house. Nanjing issued the new provident fund policy, Nanjing metropolitan area 9 cities provident fund mutual recognition and mutual loan.

On April 30, the political Bureau of the CPC Central Committee held a meeting. The meeting stressed the need to continue to implement policies based on the city, consolidate the responsibilities of local governments, real estate enterprises, and financial institutions, earnestly do a good job in ensuring the delivery of houses, and protect the legitimate rights and interests of property buyers. In the light of the new changes in the relationship between supply and demand in the real estate market and the people's new expectations for high-quality housing, we should make overall efforts to study the policies and measures to digest the stock of real estate and optimize incremental housing, and pay close attention to the construction of a new model of real estate development. promote high-quality development of real estate.

The Open Source Securities Research News believes that on the one hand, the expression of real estate at this Politburo meeting continues to emphasize that the housing purchase policy in core cities is expected to be further loosened due to new changes in the relationship between supply and demand; on the other hand, it is proposed to digest the stock of real estate to optimize incremental housing, through the acquisition of stock housing to indemnificatory apartment, "old for new" and other forms to achieve inventory removal, to promote the recovery of the sales market. Under the new mode of real estate development, we should continue to value the strong credit real estate enterprises with high investment intensity, excellent regional layout and market-oriented mechanism.

Big consumption warms up

Liquor stocks become popular collectively.

On the morning of May 6, large consumption picked up as a whole, with food and beverage, beauty care, trade and retail and other sectors leading the performance.

Liquor stocks were pulled up unilaterally, while alcoholic spirits rose by the limit. Guizhou Moutai intraday rose more than 3%, willing to wine industry, Shuijingfang, Gujing tribute wine led the increase.

Driven by liquor stocks, food and beverage stocks rose, fragrance rose, Dongpeng beverage, Bailun shares, three squirrels, Qianhe flavor industry and other stocks rose.

The recent research report of CITIC Construction Investment mentioned that in the first quarter of 2023 and 2024, the leading liquor enterprises continued their strong performance, with good performance growth and stable cash flow, which confirmed each other with the moving sales of the market during the Spring Festival, which once again highlighted the resilience of the leading liquor enterprises. Liquor allocation opportunities highlight, strengthen the value of leading liquor enterprises, high-quality brand dynamic sales rate is obviously dominant, can also continue to increase market share through channel expansion, the annual growth is still good. In terms of valuation, wine companies are still at a low level in the past five years.

In the beauty care plate, Frida quickly closed the trading limit at the opening of the market, and heavyweights such as Bettany, Emmett and Peraia went higher.

Be filed by the Securities and Futures Commission

The limit of great intelligence (safeguarding rights) falls to the limit.

On May 6th, Broad Intelligence opened trading by the daily limit, with its share price at 2.97 yuan per share, down 10%. The current total market capitalization is only 3.1 billion yuan. As of press time, Yuanda Smart fell by the limit of more than 150000 orders.

Before the May Day holiday, Broad Intelligence announced on the evening of April 30 that it had received the notice of filing a case from the China Securities Regulatory Commission issued by the CSRC, according to relevant laws and regulations, because the company was suspected of violating the law and regulations on information disclosure. the CSRC decided to file a case against the company.

In addition, according to the first-quarter report of 2024 released on the evening of April 29th, the company achieved a total operating income of 194 million yuan, an increase of 5.39% over the same period last year, and a net profit loss of 42.0116 million yuan, compared with a loss of 22.5139 million yuan in the same period last year.

At one point in the morning, the share price of Liantai Environmental Protection (rights protection), which announced that it had been filed by the Securities Regulatory Commission, fell by more than 8% as of press time.

Liantai Environmental Protection announced on the evening of April 30 that the company and one of the actual controllers of the company, Huang Wanru, was filed by the CSRC on suspicion of illegal information disclosure.