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Big consumer staples! New energy track rallies! What happened to the 20x bulls that plunged 70%?

The market pendulum is swinging in a positive direction.

Hong Kong stocks rose after the A-share close yesterday, the yuan exchange rate jumped, and overnight Chinese stocks soared, and this morning, A-shares and Hong Kong stocks collectively jumped higher, and Chinese assets are seeing another wave.

Today is the first trading day of December, which also means that A shares enter the closing stage of 2022, may stockholders have a good last month.

Great Consumption Becomes the Main Attacking Direction

By the close of the morning, the SSE index rose 0.65%, the SZSE index rose 1.56%, and the GEM index rose 1.75%. Northbound funds net inflow of 8.88 billion yuan. Large consumption has become the main attack direction of the market, semiconductor, Xinchuang and other technology stocks are active, sodium-ion batteries, TOPCON batteries and other new energy track rebound, Ningde Times rose more than 3%. The new crown treatment plate after the opening of a straight line diving, a sharp pullback, Guangshengtang and other fell more than 10%, Zhongsheng Pharmaceutical fell, Ealing Pharmaceuticals fell more than 4%.

Food processing and manufacturing plate set off a wave of stops.

Baijiu, beer plate also rose, Chongqing beer, mouth cellar wine and other stocks rose.

In addition, prepared dishes, beauty care and other sectors also soared.

Hong Kong stocks, hotel catering and leisure plate soared during the session, Wanda Hotel Development once rose more than 30%.

Ping An Securities said, catering industry chain related plates with demand recovery is expected to further release performance elasticity. Beer plate high-end trend continues, coupled with this year's hot weather and the previous year's low base, the performance of leading enterprises to show a strong resilience, next year is expected to achieve volume and price. Frozen food and pre-prepared dishes penetration rate to improve the trend is irreversible, with the restoration of the catering scene, the B-side demand repair, and the Spring Festival season is approaching, but also for the C-side consumption opportunities. Looking ahead, the recovery of the catering industry chain is still the main line of follow-up, in which frozen food, beer, spices and other sectors are expected to benefit significantly.

Communication services plate soared

This morning, the communication services plate ushered in a rebound, in which, China Unicom plate stop, closed up 7.71% in the morning.

Galaxy Securities said, the operator as the leading communications sector, with the continued positive performance, the valuation system is expected to reconstruct the future growth space is vast. Business layout, with the gradual progress of China's 5G infrastructure, the three major operators' business layout gradually from the previous 5G construction to 5G application development and cloud computing, market space increases; at the same time with the Internet company's cooperation **** win also brought the performance of high-speed growth is expected.

Hong Kong stock Ocean Park Ocean Park big dive

This morning, the Hong Kong stock Ocean Park Ocean Park continued to fall, the disk once fell more than 70%, erased 2022 all previous gains.

Haitian Ocean Park is a star stock in the Hong Kong stock market in the past two years, from 2020 since the start of the rise in November, up to the all-time high in July this year, a cumulative increase of more than 2,000%.

Publicly available information shows that Haichang Ocean Park is China's largest marine theme park operator. Since opening its first marine park in Dalian in 2002, as of Dec. 31, 2021, there will be 10 main parks operated under the "Haichang" brand and one under construction.

Haichang Ocean Park announced at noon on December 1 on the Hong Kong Stock Exchange that it has been aware of the recent unusual fluctuations in the company's share price and trading volume. After making all reasonable inquiries about the company, the board of directors confirmed that it is not aware of any reasons for such price or volume movements, or any information that must be published to avoid a false market in the company's securities, or any information that is required to be disclosed.

On the evening of Nov. 29, SeaChange Ocean Park announced that it had recently signed a non-legally binding memorandum of cooperation with BoracayLighthouse17RealtyInc. and the two sides plan to take the consulting project of the new coast of Boracay Island in the Philippines as the first cooperative start-up project, and in the future, it will be in the design and operation of the new coast of Boracay Island, the development of cultural and tourism business, and the introduction of industrial resources, In the future, the two parties will continue to deepen their cooperation in the design and operation of Boracay New Coast, cultural and tourism industry development, introduction of industrial resources, and joint expansion projects. Together with this project, SeaChange Ocean Park has recently launched three consecutive light-asset output projects.

The company also recently announced that one of its controlling shareholders, Qu Cheng, transferred 45.97 percent of the company's shares to Zeqiao International by way of a deed of gift.

Tianfeng Securities' latest research report said the company has mastered the rare marine biological resources, has the ability to operate the whole process of services and in the short term, the company has succeeded in building its IP, and the first phase of the Shanghai project is expanding and raising prices, In the medium term, we are optimistic about the opening of the second phase of Shanghai + light asset expansion to bring incremental revenue, and in the long term, we are looking forward to the IP new consumption to pull up the space of revenue performance. With the Dalian Forest Park and Le Man cultural cooperation project is expected to further enrich the performance.