Core Viewpoint - The article highlights the strong performance of Shenzhen local stocks and the coal sector, amidst a general decline in the A-share market on October 23, 2023 [2][9]. Market Overview - On October 23, 2023, the three major A-share indices experienced declines, with the ChiNext Index dropping over 1%, the Shanghai Composite Index down 0.67%, and the Shenzhen Component Index falling 1.35%. Over 4,200 stocks declined [2][3]. - The total trading volume reached 595.6 billion CNY, with a predicted total of 1.68 trillion CNY, a decrease of 10.7 billion CNY from previous estimates [3]. Sector Performance - Shenzhen local stocks opened significantly higher, with multiple stocks hitting the daily limit up, including JianKexuan, which rose by 20% [6][8]. - The coal sector showed strong gains, with stocks such as Shanxi Black Cat, Zhengzhou Coal Electricity, and Yunmei Energy also hitting the daily limit up [10][12]. - Other active sectors included banking, electricity, and short drama games, while sectors like engineering machinery, computing hardware, and semiconductors faced the largest declines [3][4]. Specific Stock Highlights - JianKexuan reached a price of 20.74 CNY, marking a 20.02% increase, with a trading volume of 122,000 hands [7][8]. - Agricultural Bank of China continued its upward trend, increasing over 1% and achieving a cumulative rise of nearly 25% since September 25, 2023, with a market capitalization approaching 2.8 trillion CNY [14][16]. Policy and Market Sentiment - Shenzhen recently issued a notice regarding the "Action Plan for Promoting High-Quality Development of Mergers and Acquisitions (2025-2027)," aiming for a total market capitalization of over 20 trillion CNY for listed companies by the end of 2027 [8]. - The coal market sentiment remains positive due to strong downstream demand and price increases, with a reported rise of 80 CNY per ton for certain coal types effective from October 23, 2023 [12].
利好引爆!刚刚,罕见涨停潮!
中国基金报·2025-10-23 02:46