[Introduction] The large consumer sector has experienced sudden changes, and the new stock N Hong Sifang has soared more than 2200% on its first day of listing. China Fund News reporter Li Zhi Let’s take a look at the market conditions and information in the morning. Today, the t

[Introduction] The large consumer sector moved up, and the new stock n red square soared more than 2200% on the first day of listing.

China Fund News reporter Li Zhi

Let’s take a look at the market conditions and information in the morning.

The three major A-share indexes collectively opened lower today, and then fluctuated and diverged. As of midday closing, the Shanghai Stock Exchange Index rose 0.43%, the Shenzhen Component Index rose 0.07%, and the ChiNext Index fell 0.16%.

In terms of the sector, the concept of large consumption has moved up, led by food and beverage, retail, tourism and other directions. AI application steering wheel has led the rise. The concept of "millet economy" has been active, while the lithium battery sector has led the decline, and high-priced stocks have largely ebbed.

In terms of Hong Kong stocks, the three major indexes were all in the red, with Baidu Group, Ali Health, Meituan being the top gainers.

major consumption concepts moved up,

major consumption concepts moved up, retail, food and beverage, tourism and other directions led the gains, Zhu Lao The daily limit reached 30cm at 61 degrees, Guifaxiang achieved 3 consecutive boards, Zhangzhou Development , Zhangzidao , Miss You , Huangtai Liquor , etc. all reached their daily limit.

The tourism and aviation sectors fluctuated and strengthened, and Zhongke Cloud Network and Hengdian Film and Television reached their daily limit.

Tianfeng Securities believes that 2025 is expected to usher in a consumer boom. By studying consumption stimulus policies in different countries and periods at home and abroad, we can judge that at the current stage, promoting consumption to stabilize growth will still be an important means for the government to revive the economy. At present, a new round of consumption stimulus policies has been launched, and the effects on various consumer sub-sectors have been remarkable.

The concept of "millet economy" has repeatedly been active.

Many stocks in the cultural media sector have hit their daily limits. The concept of "millet economy" has repeatedly been active. Holley Technology once again achieved a 20cm daily limit. Leo Shares, Guangxi Radio and Television, Guangdong Media, etc. have also reached daily limit.

"Millet economy" is a new consumption phenomenon that has emerged in recent years. It mainly refers to the consumer culture and economic form surrounding two-dimensional IP peripheral products. The so-called "millet" is transliterated from "goods" and refers to the two-dimensional surroundings.

Debon Securities Research Report stated that with the rapid development of the "second dimension" and its derivative economies, "millet" has also entered the young consumer group as an emerging concept. The "millet economy" is based on the IP authorization and operation capabilities behind it. Fundamentally, with supply chain capabilities as the guarantee and channels as the key to reaching consumers, it is recommended to focus on leading targets with full industry chain capabilities and rapid spread of their IPs.

New shares n Red Sifang soared more than 2200%

New shares n Red Sifang surged on the first day of listing, triggering a temporary stop twice. During the period, it once rose by more than 2255%, with the highest price reaching 188 yuan. As of the noon closing, nhongsifang had soared by more than 1516%.

Red Sifang’s public offering of shares is 50 million shares. After the issuance, the company’s total share capital is 200 million shares, and the issue price is 7.98 yuan/share. According to

information, Red Sifang is affiliated to China Salt Group. It is a chemical fertilizer manufacturer specializing in the research and development, production, sales and service of compound fertilizer and nitrogen fertilizer products. It is the operating entity of the agricultural fertilizer business segment of China Salt Group.

Great Eastern staged a "floor and sky board"

In terms of individual stocks, Great Eastern staged a "floor and sky board" market, with a turnover of 730 million yuan and a turnover rate of 15.04%.

In addition, high-priced stocks ebbed in a large area, with Yanyan New Materials, Sichuan Jiuzhou, Guoguang Electric, Guangdong Guangxi Co., Ltd., Zhongyuan New Materials, Bohai Chemical, Daqian Ecology, Binhai Energy and other stocks falling by the limit.

Editor: Captain

Review: Muyu