Today, the trading volume of the two cities was 526.5 billion. Several indexes fluctuated slightly, but the median was +0.99%. Therefore, it was a good trading day for retail investors. The index did not rise but the accounts recovered significantly.
The best performer is the solid-state battery sector, or rather, the solid-state battery concept, because there is no listed company that can mass-produce all-solid-state batteries, and even semi-solid-state batteries are rare. This round of solid-state battery concepts was hyped up because a company called Penghui Energy held a press conference and announced some technological breakthroughs in solid-state batteries. It is not mass-produced, and the company also said that it will not be mass-produced within a year.
I remember A-share solid-state batteries being hyped three times, and the situation was similar each time. A listed company announced technological progress in the laboratory, but there was still a gap from mass production, and then hot money in the market would take the opportunity to push it up.
I looked for the advantages and disadvantages of the two forms of batteries that I had written before. I searched for the keyword solid-state and found:
The above content is the night report of April 9th. Turning around, there was a wave of consecutive declines. If you look at the trend of the solid-state battery index in the software, you will have a general idea of this matter. I think it is good to learn some new knowledge by following the hot spots in stock trading, but following the hot spots in stock trading is only suitable for bull markets, and it is easy to stand guard in bear markets.
The sectors with the largest decline today are education and highways, which are also the only two sectors with a decline of more than 1%. Education is because the previous hype about education and training has subsided. Although the government encourages training and education to stimulate consumption, it does not lift the ban on K12 education. If it is just hobby training and vocational education, this market is actually average.
Two stocks in the expressway sector hit the daily limit today. Shanxi Expressway fell after the Black Monkey concept, which is normal. However, Shenzhen Expressway's daily limit was quite unexpected by the market. The high-yield sector of expressways is the most popular sector this year, but Shenzhen Expressway's revenue fell by 8% and its profit fell by 16% in the first half of the year. This performance disappointed shareholders. However, the direct daily limit after the performance fell by 10%, which also shows that the so-called high-yield stock sector is not all patient capital that takes dividends in the long term, but also many people rush in to speculate on prices.
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A hot topic in the entrepreneurial circle today is Luo Yonghao's high-profile return. He introduced the progress and process of repaying debts in recent years, as well as the financial disputes between some investors.
The full text is too long, so I’ll give a lazy summary here.
A total of 820 million yuan was repaid, of which 550 million yuan was paid for live streaming in recent years, and the remaining 270 million yuan was the money from the sale of remaining assets before and after the closure of Smartisan Technology. The 820 million yuan was mainly used to repay the debts owed by Smartisan Technology, such as suppliers, lending institutions, etc.
Next, Luo claimed that he wanted to make another 500 million yuan, and the purpose of using this 500 million yuan to repay the money he had initially invested in Smartisan Technology.
Logically speaking, if venture capital loses, it loses, but "hidden debt and hidden equity" is popular in China's venture capital circle. Usually, supplementary clauses are signed during financing. If the company fails, the founders must repurchase the invested shares at an annual rate plus interest.
Previously, a man named Zheng Gang had been chasing Luo Yonghao to pay back the money, asking him to buy back 200 million. Here Luo Yonghao revealed a detail, that is, the original contract stipulated that if more than 50% of the investors requested a buyback, Luo Yonghao must buy back, but Zheng Gang can only organize more than 20% of the investors to agree to buy back, so Luo Yonghao has no legal obligation to buy back.
You can say that Luo Yonghao is kind-hearted, but it is also necessary to maintain his image. It is well known that although Luo Yonghao is committed to technology entrepreneurship, he has never made money from it and is in debt. Luo Yonghao really makes money from live streaming, and the traffic of his live streaming mainly comes from his public image management for nearly 20 years. Although there is no obligation to pay back some money, it will damage his public image, which is another invisible account.
Including the more than 70% of investment institutions that did not vote to force Luo Yonghao to death, they figured out this invisible account and chose to support Luo Yonghao in saving himself.
When many netizens watch public figures, they usually make binary judgments about good people and bad people, likes and dislikes. I have been following Luo Yonghao since 2010. He has many shining points. For example, his live speaking skills are probably among the top three in China, his ability to mobilize public emotions is at the master level, and his public image building is ahead of the entire Internet era. If you are also a content creator, you can learn a lot from him.
Of course, he has many shortcomings and faults, but these are something his family, relatives, friends and partners have to bear, and have nothing to do with me.
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1. Today, the ETF of CSI 300 has traded 11 billion. Several key points in the market were lifted by the big brother, otherwise the CSI 300 would have fallen by more than 1% today. I have an immature guess that their quota is approved in waves, so they often buy for six or seven days in a row, and then disappear for three or five days. During these three or five days, the market cannot withstand the decline, and the market stabilizes again when the new quota is approved.
2. Housing inspection concept stocks exploded today. When I analyzed real estate pensions last night, I didn’t think of any housing inspection companies going public. I looked at the stocks that hit the daily limit today. They were all listed in recent years, and I had never heard of them.
3. The first domestically produced nine-valent HPV vaccine has been accepted for marketing. This vaccine can prevent 90% of cervical cancer. Previously, women had to get it from Merck, which cost 6,000 to 7,000 yuan for three shots. If it is not available in China, people have to go to Hong Kong to get it. In the future, domestic products will also be available, and the price is expected to go down. The vaccine is produced by A-share Wantai Biological, which rose during the day today.
4. Pinduoduo had a big surprise tonight. Its second quarter revenue was 97 billion, lower than the expected 99.9 billion, and its profit was 34.4 billion, higher than the expected 30.1 billion. The common decline in revenue and increase in profit in the Internet industry in the past two years is the result of controlling cost expenditures. The lower-than-expected revenue reflects the signs of Pinduoduo's expansion slowing down. For example, the growth rate of domestic advertising revenue has dropped from 56% in the previous quarter to 29%. Overall, although the profit is higher than expected, the market sentiment feedback is still negative and pessimistic.
In tonight's pre-market trading, Pinduoduo is currently down 18%.