On Monday, May 19th, the A-shares opened lower collectively, with the three major indices declining, the ChiNext falling over 1%, and port stocks becoming active again. The Hong Kong stock market's Hang Seng Index and Hang Seng Tech Index both opened lower and continued to decline, with the Hang Seng Tech Index down 2%. In the bond market, most government bond futures rose. Core market performance:
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A-shares: As of the time of writing, the Shanghai Composite Index is down 0.19%, the Shenzhen Component Index is down 0.61%, and the ChiNext Index is down 0.83%.
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Hong Kong stocks: As of the time of writing, the Hang Seng Index is down 0.50%, and the Hang Seng Tech Index is down 1.33%.
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Bond market: As of the time of writing, the 30-year main contract is up 0.22%, the 10-year main contract is up 0.12%, the 5-year main contract is up 0.09%, and the 2-year main contract is up 0.02%.
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In terms of news, in April, the industrial added value above designated size increased by 6.1% year-on-year in real terms, with the production of industrial robots and new energy vehicles growing by 51.5% and 38.9% respectively. The manufacturing industries of railways, ships, aerospace, and other transportation equipment, as well as electrical machinery and equipment, saw rapid growth.
In April, the total retail sales of consumer goods amounted to 37,174 billion yuan, a year-on-year increase of 5.1%. Among them, retail sales of consumer goods excluding automobiles reached 33,548 billion yuan, growing by 5.6%. The policy of replacing old consumer goods with new ones continues to show effectiveness, with retail sales of household appliances and audio-visual equipment, cultural and office supplies, furniture, and communication equipment in units above the limit growing by 38.8%, 33.5%, 26.9%, and 19.9% respectively.
From January to April, national real estate development investment was 27,730 billion yuan, a year-on-year decrease of 10.3%. The sales area of newly built commercial housing was 28,262 million square meters, a year-on-year decrease of 2.8%, with the decline narrowing by 0.2 percentage points compared to January to March. From January to April, national fixed asset investment increased by 4.0% year-on-year, of which private fixed asset investment grew by 0.2%, with the growth rate slowing by 0.2 percentage points
In terms of sectors, infrastructure investment increased by 5.8% year-on-year, while manufacturing investment grew by 8.8%.
【10:35】
The Wind Micro-Index rose over 0.6% during the session, reaching a new high, with a cumulative increase of over 22% this year.
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【09:51】
The ChiNext Index fell over 1%, the Shanghai Composite Index dropped by 0.26%, and the Shenzhen Component Index decreased by 0.83%. Sectors such as robotics, propylene oxide, and consumer electronics led the decline, with over 3,700 stocks in the Shanghai, Shenzhen, and Beijing markets falling.
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Robotics concept stocks underwent adjustments, with Longxi Co., Ltd. hitting the daily limit down, and multiple stocks such as Yian Technology, Hanwei Technology, Nanshan Zhishang, Zhaofeng Co., Ltd., Rongtai Co., Ltd., Jingzhuan Technology, and Shuanglin Co., Ltd. falling over 5%.
【09:41】
A-share real estate stocks opened strong, with Huaxia Happiness, HY PROPERTY, and BEZ hitting the daily limit up, while Shenzhen Zhenye A, Dalong Real Estate, Haitai Development, and Shahe Co., Ltd. followed suit.
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In terms of news, data from the National Bureau of Statistics shows that in April, the sales prices of newly built commercial residential properties in first-tier cities fell by 2.1% year-on-year, narrowing the decline by 0.7 percentage points compared to the previous month. Among them, Shanghai rose by 5.9%, while Beijing, Guangzhou, and Shenzhen fell by 5.0%, 6.3%, and 3.0%, respectively. The sales prices of newly built commercial residential properties in second- and third-tier cities fell by 3.9% and 5.4% year-on-year, with declines narrowing by 0.5 and 0.3 percentage points, respectively.
【09:38】
Nanjing Port has seen five consecutive limit-up days, with Ningbo Shipping, Zhuhai Port, Lianyungang, and Xiamen Port rising over 5%, and Rizhao Port, Phoenix Shipping, and BBWPORT also following suit.
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In terms of news, after the formal implementation of mutual tariff adjustments between China and the United States, the booking volume of container ships from China to the United States surged. According to U.S. media citing data from container tracking software provider Vizion, the average booking volume for the week ending May 14 skyrocketed to 2,277 TEUs from an average of 5,709 TEUs for the week ending May 5.
【09:29】
Government bond futures opened, with the 30-year main contract rising by 0.08%, the 10-year main contract increasing by 0.05%, the 5-year main contract up by 0.02%, and the 2-year main contract gaining 0.01%
[09:28]
A-share merger and acquisition concept stocks opened actively, with Guangzhi Technology and Tianqimo hitting the daily limit, and Silin Jie, Fulede, Sichuan Shuangma, Yanggu Huatai and other stocks opening high.
In news, the China Securities Regulatory Commission recently issued the &#34;Decision on Amending the 'Administrative Measures for Major Asset Restructuring of Listed Companies',&#34; encouraging private equity funds to participate in the mergers and acquisitions of listed companies.
[09:21]
The Hang Seng Index opened down 0.81%, at 23,156.27 points; the Hang Seng Technology Index fell 1.02%. China Literature Group dropped 4.7%, Alibaba Health and Alibaba fell more than 2.8%, and JD Health fell 2.1%.
[09:00]
Commodity futures opened, with the main contract for alumina rising over 5%, the European shipping index rising over 2%, and pulp, Shanghai gold, asphalt, and caustic soda rising over 1%. Soda ash, coke, lithium carbonate, No. 20 rubber, rubber, industrial silicon, and coking coal fell over 1%

600743

000582

600017

002040

600658

Port stocks are active, with Nanjing Port hitting a 5-day limit up, Ningbo Shipping, Zhuhai Port, Lianyungang, and Xiamen Port rising over 5%, while Rizhao Port, Phoenix Shipping, BBWPORT, and others also followed suit. Real estate stocks opened strong, with China Fortune Land Development, HY PROPERTY, and BEZ hitting the limit up, while Shenzhen Zhenye A, Dalong Real Estate, Haitai Development, and Shahe Co., Ltd. also saw gains

Wallstreetcn

Huayuan Holding

BBWPORT

RIZHAO PORT

Nanjing Port

XMPD

HiTech Develop

D.L.real estate

Phoenix Shipping

Shuanglin

LS BEARINGS

NBMC

RTGF

SMARTGIANT

Eontec

CSOP HS TECH

CFLD

Lianyungang Port

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

ALI HEALTH

Yanggu Huatai

Hanwei Electronics

HSTECH ETF

Sz Zhenye

ChiNext

SHAHE INDUSTRY

ZFGF

CHINA LIT

JD HEALTH

Hang Seng TECH Index

Nanshan Fashion

The ChiNext Index fell nearly 1%, the Micro Index hit a new high, ports and real estate strengthened, the Hang Seng Index fell over 1%, chip stocks strengthened, and government bonds rose