Financial Union News Agency on June 22, this week, the three major indices of A-shares fell by different degrees. Among them, the Shanghai index fell by 1.14% this week, the Shenzhen index fell by 2.03%, and the growth enterprises market index fell by 1.98%. This week, the Shanghai index fell below 3,000 points, and the market volume shrank significantly. In terms of sectors, the concept of car-road-cloud integration was active this week, and the semiconductor sector rose abnormally.
From the bull list, this week’s car-road-cloud integration concept stocks rose significantly, including Huaming Smart’s weekly increase of 104.2%, Solin’s weekly increase of 61.03%, information development’s weekly increase of 58.14%, Jinyi Technology’s weekly increase of 46.85%, and Xiongdi Technology’s weekly increase of 30.54%. In terms of news, MIIT and other five departments have launched smart networked vehicle access and road access pilots, and many cities have intensively promoted the construction of "car-road-cloud integration". At the same time, the 11th International Intelligent Connected Vehicle Technology Conference was held in Beijing from June 18 to 20, and the conference released our country’s first "Vehicle Road Cloud Integration Practice Application White Paper (exposure draft) ".
The current integrated car and road cloud industry chain covers multiple links from infrastructure building to upper-level application services. The basic layer includes the research and development and production of chips, cameras, radar, cloud computing, high-precision maps and other equipment and end points; the platform layer involves the construction and operation of cloud control platforms, data processing centers, operation services and other platforms; the application layer includes the development and implementation of application functions such as intelligent traffic management systems, autonomous driving technologies, and vehicle to everything solutions.
This week, semiconductor sector concept stocks continued to be active. Among them, discrete device supplier Kaiwei rose 46.54% in the week, and the cumulative increase this month exceeded 90%. Jinghua micro-week rose 32.91%, Dongjing Electronics rose 31.75% in the week, and Pleasant Technology rose 30.04% in the week. In terms of news, data released by the US Semiconductor Industry Association (SIA) recently showed that global semiconductor sales in April increased by 15.8% year-on-year, 1.1% month-on-month, reaching $46.43 billion. This is the first positive month-on-month growth since December 2023, showing that the industry has made progress in destocking and sales have further recovered.
In the decline list, China Silver Fleece, Oriental Group, delisted Tongda, ST Changkang, * ST Hongtao, ST Hanggao, Huicheng Vacuum, ST Liaison, * ST Chaohua, and Guanghui Automobile fell by more than 20% this week. Judging from this week’s decline list, the top companies were mostly delisted by ST or about to be delisted. From the news perspective, the recent Securities Supervision Commission issued a document saying that it will promote the implementation of the supporting policies and measures that have been introduced as a whole, accelerate the completion of the issuance and listing, share reduction, delisting, trading, industry supervision and other areas of weakness, and continue to improve market expectations.
In terms of net inflows of main funds this week, Cyrus, Lixun Precision, and Lingyi Zhizao’s main net inflows exceeded 500 million yuan this week, of which Cyrus’s main net inflows this week topped the list. From the perspective of new energy vehicle sales in May, Cyrus automobile sales increased by 491.3% year-on-year, and monthly sales exceeded 30,000 vehicles. In terms of net outflows of main funds this week, WuXi Pharmac, Vanke A, Oriental Fortune, Longji Green Energy, Wuliangye, Guizhou Moutai, and China Zhongji Weekly net outflows exceeded 500 million yuan. It is worth noting that the wholesale price of Moutai Feitian wine continued to decline. The price of Moutai 1935 fell below the 800 yuan mark. The decline in the price of Moutai wine had a certain adverse impact on the stock price of Kweichow Moutai.