Since 165438+ 10, today is the third time that the Shanghai Composite Index has risen by more than 70 points. The last two times were 1 1, up 75 points, 1 1, up 72 points. With these two big rises, the Shanghai Composite Index stood firm at two important integer marks, 2900 points and 3000 points respectively. It rose sharply today, and the Shanghai Composite Index stood at 3 100. In addition, the Shanghai Composite Index rose more than 50 points on11and 1 15 respectively.
In a month's time, there have been several important Changyang in the Shanghai Composite Index. Can the reporter be optimistic that the general direction of the market has finally been determined, and the second wave of market at the end of the year has just begun?
Let's talk about the heavy policy of the real estate industry last night.
165438+1On the evening of October 28th, the CSRC announced five measures to adjust and optimize equity financing to support the stable and healthy development of the real estate market, which was interpreted by the industry as the "third arrow" to support the financing of housing enterprises.
Among the five measures, "resuming the merger, reorganization and supporting financing of listed companies involved in housing" and "resuming the refinancing of listed companies involved in housing" are particularly concerned.
In the reporter's view, the above two "restores" can be said to be important changes in the property market regulation policy. It is the release of this heavy policy that has inspired the collective blowout of the entire real estate stock sector today. Throughout the real estate sector, more than 30 real estate stocks have daily limit, among which Vanke, Gemdale, Huaxia Happiness, Fahua and Financial Street all have daily limit, and Poly Development rose by 9.6%.
In terms of ETFs, ETFs of multiple real estate sectors have daily limit. It can be seen that this time, the real estate industry finally took a strong medicine and was encouraged by the strongest upside market.
Today, when the real estate stock market broke out, it also drove the whole real estate chain (home, building materials, etc. ), finance (banking, insurance, brokerage), and even liquor and consumer industries broke out today.
Let's look at another big event in the market today. Kweichow Moutai rose 5.9% today, with its share price approaching 1.600 yuan and its market value returning to 2 trillion yuan. Of course, today's surge in Kweichow Moutai also has its own reasons. Last night, Maotai made a big move: the company plans to implement a special dividend for shareholders in 2022 on the basis of the equity distribution of the total share capital of the record company. Specifically, it is planned to discover the bonus of 265,438+0.995,438+0 yuan (including tax) to all shareholders. As of September 30, 2022, the total share capital of Kweichow Moutai was about 65.438+0.256 billion shares. Based on this calculation, the total cash dividend to be distributed was 27.523 billion yuan (including tax).
In addition, Maotai Group increased its shareholding in the company through centralized bidding within 6 months from the date of issuing the company's special dividend cash dividend. The total holdings of the two shareholders are not less than 654.38+54.7 million yuan and not more than 3.094 billion yuan. Among them, Maotai Group plans to increase its holdings by no less than 65.438+48.6 billion yuan and no more than 2.972 billion yuan; Maotai Technology Development Company plans to increase its holdings by no less than 665,438+0 million yuan and no more than 654,388+0.22 billion yuan.
According to another news, this afternoon, the joint prevention and control mechanism of the State Council released the Work Plan of Strengthening Vaccination for the Elderly in COVID-19. Among them, it is proposed to speed up the vaccination rate of people over 80 years old and continue to improve the vaccination rate of people aged 60-79; According to the data of real-world research and clinical trials at home and abroad, combined with the actual vaccination situation of the elderly population in China, the time interval between the first booster immunization and the whole vaccination was adjusted to more than 3 months.
This news stimulated vaccine stocks to rise sharply at the close. Among them, Kangxinuo closed up 12%.
In addition, anti-epidemic related antigen detection concept stocks broke out collectively.
These disk changes have filled the market with all kinds of imaginations about the future. In fact, the reporter also clearly pointed out the tourist hotels, airlines, tax-free concepts, restaurants and so on yesterday. Are worthy of attention. Obviously, a lot of money is betting on the recovery of consumption after the epidemic.
Nowadays, in addition to the above-mentioned sectors, even the film sector has begun to change. For example, Wanda Cinema rose sharply, and the stock price once again stood on the previous year's line; China movies soared, hitting a new high in the year.
These sectors, at the beginning of this year, have already had funds in the layout of "dilemma reversal", but until now, these industries are still slowly adjusting.
The reporter believes that the days will get better gradually. Today, the Changyang line of the market has pointed out the direction of the market for us, and the second wave of the market has arrived at the end of this year.