Author: Zhou Hui

production: global financial statement

on December 29, a shares ended the last trading day of 2023 with a general upward trend.

2023 was a turbulent year. The Shanghai Composite Index nearly lost 2900 points and finally closed at 2974.93 points, down 3.70 per cent for the whole year; the Shenzhen Component Index closed at 9524.69 points, down 13.54 per cent for the whole year; and the gem index closed at 1891.37 points, down 19.41 per cent for the whole year.

In addition, the CSI 500, CSI 300, SSE 50 and CRE fell 7.42 per cent, 11.38 per cent, 11.73 per cent and 11.24 per cent, respectively, over the past 50 years, while the CSI 2000, which represents microcap stocks, recorded an excellent gain of 5.57 per cent during the year.

In 2023, the most dazzling will be the North Stock Exchange.

On September 1, the China Securities Regulatory Commission issued the "Opinions on the High-Quality Construction of the Beijing Stock Exchange", also known as the "Deep Reform of 19 Articles", focusing on improving the level of market liquidity and drawing a blueprint for the high-quality construction of the Beijing Stock Exchange from the aspects of investment, financing, trading and market ecology.

Since October, the Beijing Stock Exchange has repeatedly increased its daily limit, which has led to a general rise in the entire market of the Beijing Stock Exchange. The Beijing Stock Exchange 50 Index closed at 1082.68 points, up 14.92 percent for the year.

The Hang Seng Index performed poorly, reaching a low of 15972.31 points and finally closing at 17047.39 points, down 13.82 per cent during the year.

the AI trend led by ChatGPT swept the world at the beginning of the year, with CPO, computing power, AIGC and other concepts one after another. In the second half of the year, Huawei's concept rose strongly, and mate60 series mobile phones, Huawei's smart cars and Hongmeng operating system continued to push up the market heat.

It is also interspersed with concepts such as "three births", robots, reform of central enterprises, superconductivity, weight loss drugs, and short play games, all of which have gained unprecedented popularity in 2023.

all kinds of themes you sing and I come on stage, but also gave birth to many "demon stocks".

at the beginning of the year, the "zodiac concept stock" and the baby rabbit (002043. SZ) announced by the general manager after 7 days and 4 boards became the "first demon stock in the year of rabbit"; From February 7 to February 13, the "computing power concept stock" hongbo stock (002229. SZ) walked out of the five consecutive boards, and then rose in four rounds, up by 318.05 in the year.

from February 2 to February 13, an announcement to acquire chengfei group allowed China aviation electric measurement (300114. SZ) to close 8 consecutive trading limits.

from August 28 to September 6, my home (603326. SH) eight consecutive trading limits were followed by a falling limit, and then gradually recovered the previous increase, eventually rising only 20.52 per cent in the year.

in September, "Huawei concept stock" jierong technology (002855. SZ) suddenly emerged, with 16 trading boards harvested from August 29 to September 27, up 377.28 for the whole year. Starting from September 28, shenglong shares (603178. SH), which is also a "Huawei concept stock", have 14 consecutive trading boards and won four more boards since November 17, it ended up 385.55 per cent, the second-highest gain in the year in Shanghai.

influenced by the open trial of AI product Pika, founded by the real controller's daughter, xinyada (600571. SH) has been trading for 6 consecutive trading days since November 30, and is called "daughter concept stock".

specifically, in terms of industry, in 2023, 10 of the 31 Shenwan first-level industries achieved a rise. affected by the hot market of TMT, the communications industry led the rise throughout the year, with an increase of 25.75 percent. The beauty care, retail and other industries led the decline, down more than 30%.

Among the 124 Shenwan secondary industries, 38 industries rose, and black home appliances rose by 44.19 for the whole year. In addition, publishing, games, communication equipment and other industries led the increase.

The photovoltaic equipment industry affected by overcapacity fell by 38.85 for the whole year, with hotels and restaurants, energy metals, and snack foods leading the decline.

at the individual stock level, the pharmaceutical company bailitianheng-U(688506. SH) achieved a 29.76 increase on its first day after listing at the beginning of the year, and has been singing all the way since then, with its share price rising 466.40 percent during the year, leading the Shanghai stock market.

The top 10 gainers in Shanghai also included Baiwei Storage (688525. SH), Zhongke Flying Test (688361. SH) and other stocks that received attention during the year.

* ST Huayi (600290. SH), which was filed for investigation by the CSRC due to violations of the letter and disclosure, fell the most, reaching 82.79. As the daily closing price of the stock for 20 consecutive trading days was lower than that of 1 yuan, trading has been suspended since the opening of the market on December 26.

Shenzhen stock market union solid profit (301487. SZ) became the "new stock king" in recent years with a nearly 37-fold increase on the first day of listing and a 1742.50-percent increase in the final closing. finally, it rose 692.29 percent for the whole year, making it the largest stock increase in Shenzhen stock market.

in addition to the deep market "top ten bull stocks" Zoomlion Technology (301205. SZ), Baitong Energy (001376. SZ) and other 8 rose more than 300.

and the top five stocks were covered by "stars and hats", of which * ST berong (002776. SZ) fell the most by 86.89, and was terminated by Shenzhen stock exchange on December 28.

In 2023, Kaihua Materials (831526. BJ) became the largest gainer of the year on the North Stock Exchange, with shares up 571.80 percent year-to-date.

the "strongest new shares on the north stock exchange" listed on October 27 aweite (873693. BJ) surged 135.85 on the first day of listing. after that, it continued to pull up and triggered two temporary stops, with the highest intraday increase of 1252, and finally closed up 1008.33, setting a record for new shares on the north stock exchange, up 553.14 per cent during the year.

although the north stock exchange "rose", but also anda technology (830809. BJ), Jilin carbon valley (836077. BJ) and other companies fell by 44.36 and 39.76 respectively during the year.

in Hong Kong stocks, the Hang Seng Index fell 13.82 percent for the whole year, with the top 10 gainers including technology companies such as ideal car (2015. HK), Lenovo Group (0992. HK) and Xiaomi Group (1810. HK), and China oil shares (0857. HK), China offshore oil (0883. HK), China mobile (0941. HK) and other "China special valuation concept stocks", with ideal cars leading the way with a 91.84 per cent increase.

the biggest drop was Li ning (2331. HK), up to 68.50 per cent. Guiyuan Services (6098. HK), Meituan (3690. HK) and other decliners.

At the level of new shares, in 2023, the-share market slowed down, the IPO market showed "changes", and the number of new shares listed and the amount of funds raised declined.

In 2023, there were 313 IPOs in the-share market, a decrease of 26.87 per cent from the same period in 2022. Among them, 255 companies closed up on the first day of listing, accounting for 81.47 per cent, while 59 companies rose more than 100 per cent on the first day of listing, accounting for 18.85 per cent.

there were 2 new shares that rose more than 10 times on the first day of listing, namely imenguli (873693. BJ) and aweite (873693. BJ), up 1742.48 and 1008.33 respectively.

As a lithium-ion positive material supplier, Mengguli is the brightest listed new stock this year. The issue price of Mengguli was 5.32 yuan, which once surged to 202.15 yuan in intraday trading, up 3700 percent. As of the close of trading on the first day, Mengguli shares rose 1742.48 percent to 98.02 yuan.

Wind data show that in terms of the first-day closing gains of new stocks, the United Guli hit the highest number of new stocks in the past two years. The previous record was the 1942.58 percent closing gains set on the first day of the listing of reader culture on July 19, 2021.

on October 27, aweite, listed on the north stock exchange, reappeared the "alliance solid profit" type skyrocketing market. Aweite rose more than 1250 per cent on its first day of listing, peaking at 86 yuan, and finally closed at 70.49 yuan, up 1008.33 per cent, second only to Mengguli.

in terms of IPO fund-raising, in 2023, the-share market raised a total of 356.539 billion billion yuan, down 39.25 from the same period last year. Among them, the total amount raised by the Shanghai Stock Exchange reached 193.649 billion billion yuan, the total amount raised by the Shenzhen Stock Exchange reached 148.158 billion billion yuan, and the total amount raised by the Beijing Stock Exchange reached 14.733 billion billion yuan. All three have declined to varying degrees.

in terms of industry, among the 31 Shenwan first-class industries, the electronics industry attracted the most money, with listed companies raising 99 billion yuan in the first round, followed by machinery and equipment, raising more than 50 billion yuan. In addition, the power equipment, automobile, pharmaceutical biology, basic chemical industry and other industries raised more than 20 billion yuan.

in terms of individual stocks, huahong company (688347. SH) can be described as the "king of fund-raising" in 2023, with initial fund-raising as high as 21.203 billion yuan, core integration (688469. SH) followed closely with 11.072 billion yuan's ability to absorb funds, and crystal integration (688249. SH) ranked third, the initial fund-raising amounted to 9.96 billion yuan, and all three stocks were located on the board.

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