帽子哥聊财经A

Oh my gosh, this is the notes from my little circle of friends on November 12th. Looking back now, it's really amazing, just like a script!
First, there's the domestic substitution of big technology semiconductors, especially mentioned that it can rise for another year. Have semiconductor chips really been prevalent throughout the entire 25 years? Then there's new energy and photovoltaic; new energy batteries started in the first quarter, and photovoltaic is expected to rise in the second and third quarters. When did it all actually start rising? It has dropped for 2 to 3 years, and now at this moment it really has started to rise. I was shocked to see it myself; is this really not like a time travel?

This flower tree blooms so well, with many large red flowers that look really beautiful
I dedicate this to everyone, wishing for a prosperous year ahead

You are all concerned about Hang Seng Technology, right?
The pattern used to be like this, I don't know if it will be different this time.
You can taste it yourself.

The wealth that belongs to our generation will eventually arrive!
Block those who have been shouting for the RMB to break 8 for 24 years.
Both useless and bad, let's see who those people are.

Be honest and innovative, the way is simple!\nIf you can understand these two sentences, nothing in the world can deceive you.\nMoreover, you will continue to improve, savor it carefully!

Hunan is back, looking at the temperature it's not low, but it feels really cold, lying in bed not wanting to get up

This question is well asked. During the Spring Festival holiday, money is uncertain about where to go, deposits are due, and platforms like Yu'e Bao yield too little. What should we do?
Actually, Brother Hat has already thought it through for you. I have put all my spare cash into "Stable Happiness". It’s pretty good; the yield curve is steadily upward, and the return is about 2 times that of Yu'e Bao, but I don't know if you think it’s worth it.

The three major indices of A-shares experienced narrow fluctuations today. By the close, the Shanghai Composite Index rose 0.13%, the Shenzhen Component Index rose 0.02%, the ChiNext Index fell 0.37%, and the Beijing 50 Index fell 0.61%. In terms of sectors, the film and television industry, short drama games, computing power leasing, education, chemical pharmaceuticals, and coal mining and processing sectors had the largest gains; while the liquor, precious metals, cultivated diamonds, photovoltaic equipment, airport shipping, batteries, and epoxy propane sectors had the largest declines.
The trading volume of the three cities of Shanghai, Shenzhen, and Beijing was 21247 billion yuan, a decrease of 1454 billion yuan compared to the previous day, with over 3100 stocks in the three markets declining.

The three major A-share indices adjusted in the morning session. By lunchtime, the Shanghai Composite Index fell by 0.02%, the Shenzhen Component Index fell by 0.02%, the ChiNext Index fell by 0.14%, and the Beijing Stock Exchange 50 Index fell by 0.72%. In terms of sectors, video production, short drama games, computing power leasing, AI applications, innovative drugs, and dye sectors saw the largest gains; while airport shipping, precious metals, liquor, photovoltaic equipment, lab-grown diamonds, and epoxy propylene sectors experienced the largest declines.
The half-day transaction volume for the Shanghai, Shenzhen, and Beijing markets was 14060 billion yuan, a decrease of 986 billion yuan compared to the previous day. Over 2800 stocks in the entire market declined.

Remember to take a serious look at the early market tips from the small circle, with a focus on trading volume and the main players.

Praseodymium and Neodymium oxide prices surged over 7% in a single day
On February 9, the prices of praseodymium oxide and metallic praseodymium increased by 7.59% and 6.27%, respectively, with the cumulative increase of praseodymium oxide reaching 34% this year.

Offshore RMB against the US dollar broke 6.91, up 0.0761% during the day, currently reported at 6.9099.

In the early session, the main domestic futures contracts showed mixed results. Shanghai silver and Shanghai tin rose over 3%, caustic soda rose over 2%, and SC crude oil, butadiene rubber, soybean 1, fuel oil, international copper, and No. 20 rubber rose over 1%. On the downside, polysilicon, styrene, and coking coal fell over 1%, while pulp, pure benzene, and liquefied petroleum gas (LPG) fell nearly 1%.

PVC prices have significantly increased nationwide
Recently, the mainstream transaction prices of PVC in the market have risen significantly across the country, with clear increases observed in various regions, showing a trend of 'overall increase with regional differentiation,' mainly influenced by the cancellation of export tax rebates triggering 'export rush' and the clearing of industry production capacity.

Zhejiang Longsheng raises disperse dye prices
Zhejiang Longsheng issued a price adjustment notice, stating that from February 8, the price of disperse dyes will be uniformly increased by 2000 yuan/ton, with the main product disperse black recently increasing by a total of 3000 yuan/ton, driven primarily by the soaring prices of key upstream intermediate reductants.

Lianqi Technology's stock opened up 57% on its first day of listing on the Hong Kong Stock Exchange, at 168 HKD.

Hong Kong stocks opened higher on February 9, with the Hang Seng Index starting at 26982.49 points, up 422.54 points, an increase of 1.59%; the Hang Seng Tech Index opened at 5447.63 points, up 101.43 points, an increase of 1.9%.

In the early session, the main domestic futures contracts showed mixed performance. Platinum rose over 9%, palladium rose over 7%, lithium carbonate and Shanghai silver rose over 5%, Shanghai gold rose over 4%, and SC crude oil, Shanghai tin, Shanghai copper, and international copper rose over 1%; on the downside, coking coal and coke fell over 2%, soda ash, aluminum oxide, caustic soda, butadiene rubber, and glass fell over 1%, while styrene (EB), rebar, and pulp fell nearly 1%.

By the way, have you all gone home for the New Year?

Back to the deep, still warm in Shenzhen