In early trading today, class A shares continued to fluctuate and adjust, and the transactions of the two cities showed a trend of further shrinking, indicating a strong wait-and-see atmosphere in the market.
On the disk, supply and marketing cooperatives, Huawei Hongmeng, ST, controllable nuclear fusion and other plates are leading the way, PEEK materials,Electrical equipment, winemaking, and other sectors led the decline.
Contrary to the trend
Stocks bucked the trend and opened higher in the morning, with the sector index rising by more than 3% at one point, and the half-day transaction exceeded yesterday’s full-day transaction.,Wait for multiple straight lines to pull the daily limit;Boundless one-word daily limit, and there are up to nearly 200 million shares on the daily limit waiting in line.
A few days ago, the Ministry of Transport, MIIT, the Ministry of Agriculture and Rural Affairs, and the All-China Federation of Supply and Marketing Cooperatives jointly issued the "Guiding Opinions on Accelerating the Integrated Development of Rural Passenger and Freight Mail" to further promote the integrated development of rural passenger transportation, freight logistics, and postal express delivery, so as to better meet the needs of rural people for travel, freight logistics, and delivery services.
The most typical role of supply and marketing cooperatives is to provide a distribution channel for the crops produced by farmers. In this process, supply and marketing cooperatives participate in the whole process of crops from production to processing, cold chain storage, and circulation to urban wholesale and retail markets. The goods sold by supply and marketing cooperatives include crops, agricultural materials, and at the same time, they also provide a series of services such as waste recycling, financial leasing, catering and accommodation. Therefore, supply and marketing cooperatives involve many industries. These industries are mainly industries that revolve around rural economic development and are strongly related to agriculture.
The All-China Supply and Marketing Cooperative has said that by 2025, the whole system will build an agricultural socialization service system from top to bottom, the land trust area will reach 150 million mu, the scale of agricultural socialization services in each link will reach 300 million mu, and the service will drive small farmers to 50 million households or more.
According to the China Research Institute of Industry’s "2023-2028 China’s supply and marketing cooperatives industry development status analysis and investment strategic planning consultation report" data, the modern distribution service network of supply and marketing cooperatives has been continuously improved. At present, the supply of chemical fertilizers accounts for 70% of the social fertilizer consumption, undertakes 70% of the national light storage task, and the recycling of renewable resources accounts for nearly 50% of the whole society. It has initially formed a connection between the origin and the consumption end pointThe market network plays an active role in ensuring the supply of "vegetable baskets", smoothing the domestic circulation, and promoting domestic demand.
Said that supply and marketing cooperatives, as one of the important distribution channels in rural areas of our country, can provide relatively flat sales channels for agricultural products, thereby reducing the cost of farmers to purchase agricultural materials. In addition, the participation of supply and marketing cooperatives in the agricultural materials sales link is also conducive to the integration of agricultural materials enterprises in our country, thereby driving the industry concentration. Enterprises that belong to the supply and marketing cooperative system or can cut into the agricultural materials sales system of supply and marketing cooperatives are expected to benefit.
"Pure Blood Hongmeng" is coming soon
HuaweiThe volume rose, and the plate index rose by more than 2% during the session. The half-day transaction was close to yesterday’s full-day transaction.After opening slightly lower, it rose sharply, rising by the 20% daily limit in only about 15 minutes, and the stock price hit a new high in more than 3 months;Then it rose by the limit of 5 on the 6th, setting a new record high.,,Also strong sealing plate.
According to the news, Huawei will hold an important event on January 18. Previously, Yu Chengdong revealed that the new HarmonyOS NEXT developer preview will be open to all developers in Quarter 1 this year. Therefore, the market generally anticipates that HarmonyOS NEXT will be officially announced at this event.
In his 2024 New Year’s letter, Yu Chengdong proposed to open a new decade of Huawei’s end point future development. He specifically mentioned that to build a strong Hongmeng ecosystem in the future, 2024 is a key year for the original Hongmeng, and will accelerate the development of various Hongmeng native applications.
In his New Year’s speech, Hu Houqian, chairperson of Huawei, also revealed that Huawei is expected to achieve sales revenue of more than 700 billion yuan in 2023, end point business is higher than expected, and the competitiveness of smart car solutions has been significantly improved.
HarmonyOS NEXT is known as the "pure blood version" Hongmeng system, which will remove the Linux kernel and AOSP code, and completely use the Hongmeng kernel and Hongmeng code. This means that HarmonyOS NEXT will no longer provide Android system compatibility, and APK installation files cannot be opened in the new version of the system.
Research firm TechInsights recently released its latest forecast for Android and Android in 2024iOS will continue to maintain its global dominance, but its share in the Chinese market will be cannibalized by Huawei Harmony OS. From 2024, Harmony OS will become the second largest smartphone operating system in the Chinese market.
IDC data also shows that as of November 2023, Huawei’s mobile phone market share in the domestic mobile phone market reached 14%. IDC forecasts that in 2026 ChinaThe number of devices connected reached 10.25 billion, and it is conservatively estimated that Huawei’s OpenHarmony + HarmonyOS market share will reach 16% in 2026.
It is believed that Hongmeng C-end is expected to be fully rolled out, and "pure blood Hongmeng" PCs and mobile phones are expected to be released. Mobile end, Huawei has fully cooperated with partners and developers in 18 fields to fully promote the development of Hongmeng native applications. PC end, if Hongmeng PC has a new product release, it will initially be oriented towards government affairs,And other related industries are expected to increase their volume.
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