Three consecutive board bull stocks staged a "ground to sky" trend.

A-shares saw a divergence in trends today, with the Shanghai Composite Index (SCI) driven by sectors such as banking to strengthen overall, while the ChiNext Index fell back at the end of the day; Hong Kong stocks rose and then fell back, with both major stock indices turning green.

Specifically, the SCI rose strongly during the day, once increasing by nearly 1%; the ChiNext Index fluctuated and fell back, accelerating its decline at the end of the day.

As of the close, the SCI rose by 0.44% to 2,748.92 points, the Shenzhen Component Index rose by 0.1% to 8,083.38 points, the ChiNext Index fell by 0.4% to 1,530.51 points, and the SSE 50 Index rose by 0.44%; the two markets combined for a transaction volume of 551 billion yuan, a decrease of 23.7 billion yuan from the previous day.

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On the market, resource stocks such as coal, steel, electricity, and petroleum collectively rose, with Zhongnan Shares and Wuchang Gold Wheel hitting the daily limit, Yankuang Energy and Zhejiang Energy Power rising by more than 4%; the banking sector was lifted, with Huaxi Bank and Ningbo Bank rising by more than 3%; the vehicle-road cloud and unmanned driving concepts erupted, with Faben Information and Guangting Information hitting the daily limit by 20%, and Zhongke Chuangda rising by more than 10%, with SinoMap, Asia Pacific Shares, and others all hitting the daily limit; the industrial software concept performed brightly, with Dongtu Technology rising by more than 12%, and Qiming Information hitting the daily limit; the CXO concept was strong, with Shuangcheng Pharmaceutical achieving 7 consecutive daily limits, and Rui Zhi Pharmaceutical, Baihua Pharmaceutical, and others hitting the daily limit; it is worth noting that Deye Shares hit the daily limit with increased trading volume in the afternoon, and Hailiang Shares saw significant fluctuations, staging a "ground to sky" trend in the afternoon.

Hong Kong stocks rose strongly in the morning and fell back to green in the afternoon.

As of the close, the Hang Seng Index fell slightly by 0.06% to 18,247.11 points, and the Hang Seng Technology Index fell by 0.15% to 3,698.27 points.

In terms of individual stocks, NIO and WuXi Biologics fell by about 5%, Gaodi Shares fell by nearly 68%; Xiaomi Group, China Resources Power, rose by more than 3%, Midea Group rose by nearly 6%, and China Aoyuan surged by nearly 127%.

The concept of intelligent driving broke out, with the unmanned driving and vehicle-road cloud concepts rising strongly during the day.

As of the close, Faben Information, Guangting Information hit the daily limit by 20%, Guanghong Technology, Zhongke Chuangda rose by more than 10%, SinoMap, Qiming Information, Suo Ling Shares, Asia Pacific Shares, and others all hit the daily limit.

In terms of news, on September 19, at the ninth Huawei Connect Conference, Huawei's rotating chairman Xu Zhijun delivered a speech titled "Embracing the Era of Comprehensive Intelligence," revealing the future trends of the intelligent era and Huawei's strategic layout.

In terms of autonomous driving solutions, Xu Zhijun introduced the latest progress of Huawei's ADS 3.0 version.

This version has achieved full-scenario penetration from parking space to parking space and an upgrade of the all-direction anti-collision system through the integration of perception technology.

These advancements have not only improved driving safety and experience but also laid the foundation for future unmanned driving.

Huawei will continue to evolve its autonomous driving solutions, aiming to achieve rest upon boarding on highways, safe and stable driving on urban and suburban roads, all-terrain all-weather worry-free driving on rural and mountain roads, and leave the car to go, zero scratch, zero card death in parking scenarios.

In addition, Tesla will hold a Robotaxi autonomous taxi unveiling event on October 10th.

Musk described this as the most "important moment" for Tesla since the launch of the Model 3 a few years ago.

Southwest Securities pointed out that the current penetration rate of Robotaxi is extremely low, with huge growth space in the future, directly benefiting operators, vehicle manufacturers, and related suppliers.

The real significance of the rapid emergence of this Robotaxi is to refresh the national perception of L3 models through the rapid spread of traffic, thereby accelerating the penetration of high-level intelligent driving of L3.

The CXO concept was active, and the CXO concept was active during the day.

As of the close, Rui Zhi Pharmaceutical hit the daily limit by 20%, Baihua Pharmaceutical, Hehua Shares, Shuangcheng Pharmaceutical also hit the daily limit, Wanbang Pharmaceutical rose by nearly 9%, and WuXi AppTec once rose by nearly 8% during the day.

It is worth noting that Shuangcheng Pharmaceutical has hit the daily limit for 7 consecutive trading days.

The company recently indicated that it is planning a major asset restructuring.

The audit and evaluation work for this transaction has not yet been completed, and the specific transaction price has not yet been determined.

This transaction still needs to be reviewed and approved by the company's board of directors and shareholders' meeting, and can only be officially implemented after approval by the relevant regulatory authorities.

There is still some uncertainty about whether it can pass the review.

Please remind investors to invest rationally and pay attention to investment risks.

In terms of news, last week there was market news that the US Senate released the final draft of the NDAA (National Defense Authorization Act), which actually included 93 amendments, but did not include S.AMDT.2166 (Biosafety Proposal).

In addition, recently, the National Healthcare Security Administration announced the preliminary review list of drugs for the 2024 medical insurance catalog, totaling 440 varieties, with a preliminary pass rate of over 75%, including 244 outside the catalog and 196 inside the catalog, which has now entered the negotiation/ bidding stage and is expected to be implemented in November.

Found Securities pointed out that compared with 2023, the number of drugs declared and passed this time has further increased, indicating that domestic and foreign innovative drug companies are more actively participating in the medical insurance catalog negotiations, accelerating the commercialization and clinical use of products.

In terms of varieties, CAR-T, ADC, PD-1 and other blockbuster drugs, as well as more than 40 rare disease drugs such as Tildrakizumab, Prednisolone Acetate Tablets, and Chlorambucil Soft Capsules are all on the list.

Given that the rules for medical insurance negotiations and other rules are becoming more scientific and rational, the price reduction of drugs is expected to be more moderate and controllable, which is expected to benefit domestic innovative drug leaders with local advantages to accelerate the harvest.

Many stocks fluctuated at the end of the day, and Deye Shares fluctuated back during the day and dived to hit the daily limit at the end of the day.

As of the close, the stock was reported at 82.99 yuan/share, with a daily transaction volume of 11.29 billion yuan.

Some analysts believe that the decline in the stock prices of Deye Shares and other inverter companies may be related to rumors about changes in electricity prices in Pakistan.

In response, relevant personnel of Deye Shares responded that the company is operating normally and has not received such news.

According to Deye Shares' semi-annual report for 2024, in the first half of the year, the company's inverter products were mainly sold to Pakistan, Germany, Brazil, and other places.

Previously, electricity prices in Pakistan rose sharply.

According to CCTV Finance news in August, data shows that the average monthly electricity bill for households in Pakistan in 2024 is $350, while a year ago this figure was still $100.

Hailiang Shares, which had three consecutive boards, hit the daily limit at the beginning of the day, then rose straight up in the afternoon, and hit the daily limit at the end of the day, staging a "ground to sky" trend.

As of the close, the stock was reported at 7.89 yuan/share, with a daily transaction volume of 12.82 billion yuan.

So far, the stock has hit the daily limit for four consecutive trading days.

The company warned on the evening of the 20th that the company's main business is engaged in the research and development, production, and sales of refrigeration rotary compressors, refrigeration motors, and castings, as well as the research and development, production, and sales of automotive thermal management systems and key components, mainly used in home air conditioning, automobiles, and other fields.

The company's holding subsidiary, Shanghai Hailiang Special Refrigeration Equipment Co., Ltd., is a company dedicated to the research and development and production of industrial equipment cooling systems, with its income mainly coming from fields such as high-temperature air conditioning in the metallurgical industry.

Hailiang Special Cold has sales of lithography machine cooling systems, which is a small scale business, and the annual sales volume in the past three years accounts for less than 0.003% of Hailiang Shares' annual operating income.