A shares, big counterattack

　　In early trading on Wednesday, the market opened higher and higher, and the three major indexes of A shares all rose more than 1%. As of midday, the Shanghai Composite Index rose 1.24%, the Shenzhen Component Index rose 1.54% and the Growth Enterprise Market Index rose 1.34%. The half-day turnover in Shanghai and Shenzhen stock markets was 570.1 billion yuan, a decrease of 47.3 billion yuan compared with the same period of the previous trading day.

　　On the disk, all sectors showed a general upward pattern, and Shenwan’s industry was all red, with more than 5,000 stocks rising in the whole market. AI concept stocks rebounded collectively.Lead the rise,、、Daily limit;Concept stocks are active,With a daily limit of 20%,、Up more than 10%;The plate is stronger,、Daily limit

　　In terms of individual stocks,Today, the daily limit was one word in the morning, and it closed at 3.71 yuan in the afternoon, with a turnover of 188 million yuan.

　　Before today’s market, it was announced that the company appealed to the United States Court of Appeals for the Seventh Circuit on April 4, 2024, US time, requesting to revoke the original relevant judgment of the Illinois Federal District Court. In the early morning of April 17, 2024, the Court of Appeal made a decree and decided to suspend the execution of the product ban order and fines issued by the court of first instance against the company, which took effect immediately. The company will work closely with global partners to immediately resume normal business activities and start the sales of related products.

　　Hong Kong stocks continued to fluctuate and adjust in early trading. As of midday, the Hang Seng Index closed at 16,238.09 points, down 0.07%. The index of state-owned enterprises closed at 5744.75 points, up 0.02%.

The CSRC responded.Strong rebound

　　After two consecutive days of losses, today’s performance was strong, and the index rose by over 8%. As of the close of noon,、、、、、、Waiting for many stocks to limit by 20%.

　　Yesterday evening, Guo Ruiming, Director of the Supervision Department of Listed Companies of China Securities Regulatory Commission, responded to questions about dividends and delisting by answering a reporter’s question. He said,If the company is subject to other risk warnings (ST) only because the dividends are not up to standard, it will not lead to delisting. According to the calculation, the number of companies that will be delisted by applying the combined financial indicators in Shanghai and Shenzhen stock markets next year is expected to be around 30.

　　As for the market, there is a view that "the revision of delisting rules is mainly aimed at small-cap stocks", and Guo Ruiming said that "this is purely a misunderstanding". He said that this delisting index adjustment is aimed at stepping up efforts to clear "zombie empty shells" and "black sheep", not at "small-cap stocks". Safe arrangements have been made in terms of standard setting and transitional arrangements, which will not have an impact on the market in the short term.

Plate strength, daily limit

　　In early trading, stocks collectively strengthened. As of the close of noon,、Up more than 10%, daily limit,、、、Waiting for the top increase.

　　Nine departments, including the Ministry of Human Resources and Social Security, recently released "Accelerating the Cultivation and Support of Digital Talents"Development Action Plan (2024-2026). The plan closely meets the needs of digital industrialization and industrial digitalization development. It takes about three years to carry out special actions such as cultivating, attracting, retaining and using digital talents, increase the effective supply of digital talents, and form a digital talent agglomeration effect.

　　SdicIt is said that the marginal improvement of the education industry policy and the clear supply of the industry are expected to benefit from the release of industry demand and realize the performance reversal. Previously, the Ministry of Education issued the Regulations on the Management of Off-campus Training to release the signal of continuous improvement of education policy. The focus of the policy has shifted from "blocking" to "sparse", and the supply of overlapping industries has cleared. The release of education demand will bring "Davis double click" to the policy and performance of the education industry, and we are optimistic about the future development of the education industry.

Plate activityOnce daily limit

　　The plate also performed, hitting the daily limit once. By midday, it had risen by over 8%.、、Wait for the increase to exceed 5%.

　　come fromAccording to our data, the popularity of tourism search related to May Day has increased by more than 7 times in the past week, and Beijing, Chongqing, Shanghai, Chengdu, Changsha, Xi ‘an, Guangzhou, Wuhan, Nanjing and Hangzhou are all destination cities with high tourism popularity during the May Day holiday.

　　The data shows that the popularity of domestic hotels and air tickets during the May 1 holiday this year increased slightly compared with last year, and the popularity of outbound air tickets increased by 56% year-on-year.

Up more than 16%

　　Hong Kong stocks continued to fluctuate and adjust today. As of midday, the Hang Seng Index closed at 16,238.09 points, down 0.07%. The index of state-owned enterprises closed at 5744.75 points, up 0.02%.

　　Among them, the real estate construction industry is active.、, Diet King (Global) rose by more than 20%;、、Waiting for stocks to shine; withRepresentingThe plate has a good performance.

　　Boosted by the concept, it rose sharply, rising by 16.18% as of midday. In the news, Sichuan Province held a conference on further promoting the development, popularization and application of green hydrogen industry chain. At the meeting, an important signal was revealed-Sichuan will adopt extraordinary and maximum precision support for the hydrogen energy industry, take application as the guide, give full play to its resource advantages, crack the sticking points and blocking points, and promote the high-quality development of the whole green hydrogen industry chain.

　　It is believed that since 2024, hydrogen energy industrial policies have been issued frequently, which has led to the gradual improvement of relevant policy systems, and the development of the whole industrial chain of hydrogen energy "production, storage, transportation, processing and use" is expected to be further accelerated.

　　Some stocks have strong momentum. Hongteng Precision stopped falling and rebounded. As of midday, Hongteng Precision closed at HK$ 1.94, up 6.59%. In the news, Hongteng Precision recently released a performance forecast. As of March 31, 2024, the company’s unaudited net profit in the first quarter is expected to be between US$ 7 million and US$ 10 million, and the loss in the same period last year was about US$ 9 million. The main reason for turning losses into profits in the first quarter of 2024 is the improvement of management efficiency and the gradual recovery of the market demand for computers, consumer electronics and network facilities.

　　In addition, in the first quarter of 2024, more than 100 listed companies initiated repurchase in the Hong Kong stock market, an increase of 81.94% compared with the same period of last year. A total of 2.313 billion shares were repurchased, with a total repurchase amount of HK$ 51.096 billion, up 211.4% from HK$ 16.408 billion in the same period last year. Among them,、、The repurchase amount in the first quarter exceeded HK$ 7 billion.

　　Industry, in the first quarter of 2024 to launch a repurchase of Hong Kong listed companies, mainly distributed in software services,、And other industries.