[Information Express]
The central bank issued a document to promote the development of mobile finance, independent and controllable acceleration of localization
On the 13th, the central bank issued the "Guiding Opinions on Promoting the Healthy Development of Mobile Financial Technology Innovation" to promote the development of mobile financial technology in China. The opinions emphasize that mobile finance is an effective way and method to enrich financial service channels, innovate financial products and service models, and develop inclusive finance. Promoting the widespread application of mobile finance in various fields is conducive to expanding the depth and breadth of the financial industry in serving the real economy. The opinions also clarified the directional principle of the healthy development of mobile financial technology innovation, that is, the principle of safety and control.
The industry believes that autonomous control has become a key word in the guidance. Specific measures include guiding banks to give priority to adopting autonomous controllable products and cryptographic algorithms, enhancing mobile financial security and controllability, and effectively ensuring the security of mobile financial application processes. Under the principle of independent and controllable, localization will become an industry trend, which will benefit domestic leading companies, such as Oriental Guoxin (300166) and Hengbao (002104).
mobile payment concept stocks: Zhengtong Electronics (002197), Xinguodu (300130), Nantian Information (000948), National Technology (300077)
smart card concept stocks: Tianyu Information (300205), Hengbao shares (002104), Eastcom Heping (002017), Yilianzhong (300096)
mobile financial security concept stocks: Oriental Guoxin (300166), Tongfang shares (600100), Tongfang Guoxin (002049)
H--7N---9 prevention and control of avian flu cases Concept stocks may be concerned
The Guangdong Provincial Health and Family Planning Commission notified on the evening of the 13th that Shenzhen had reported 2 confirmed cases of H-7N---9, one of which was in critical condition. On the 12th, Shenzhen and Dongguan respectively reported 1 confirmed case, both in critical condition. On the morning of the 13th, Xiamen, Fujian reported that 5 cases had been found, including 1 death. According to statistics, since January 1 this year, there have been nearly 200 confirmed cases of human infection with H--7N---9 avian influenza in my country, exceeding the number of confirmed cases in the last 4 months (March 31 to July 28). The total number of confirmed cases (134 cases).
Stimulated by the avian influenza outbreak, Taiwan stock market epidemic prevention stocks continued to perform strongly on the 13th, with Maobao (disinfectant) and Merit Medical (protective clothing) reaching their daily limit for two consecutive days. According to the National Health and Family Planning Commission, sporadic cases of human infection with H--7N---9 avian influenza may continue to occur in my country in the near future. Increased attention to the epidemic may stimulate A-share related concept stocks, such as Lukang Pharmaceutical (600789) , Daan Gene (002030), etc.
Avian influenza concept stocks: Lukang Pharmaceutical (600789), Daan Gene (002030), Rhein Biology (002166), Sihuan Biology (000518)
Tibet and Chongqing will continue to use transportation infrastructure to promote economic growth
from 16 From January to 18th, the CPPCC and National People's Congress meetings of Tibet and Chongqing will be held one after another. Comprehensive analysis of the news policy since the beginning of the year, both places emphasized the construction of infrastructure mainly focused on transportation. Tibet's GDP growth target for this year is still 12%, which is the same as in 2014. It will accelerate the construction of the Lalin Railway and strive to exceed 80,000 kilometers of highway traffic. Chongqing also proposed to speed up the construction of nine railway projects, so that the total mileage of expressways opened to traffic exceeded 2,500 kilometers.
Comment: In the first three quarters of 2014, Tibet and Chongqing had the top two GDP growth rates in the country, and investment in the "troika" played a key role. As the western regions with underdeveloped transportation, it is reasonable for the two places to continue to use investment to drive rapid economic growth in 2015. Local infrastructure and building materials companies such as Tibet Tianlu (600326), Chongqing Luqiao (600106), and Chongqing Iron & Steel (601005) directly benefited.
Local infrastructure stocks in Tibet and Chongqing: Tibet Tianlu (600326), Chongqing Luqiao (600106), Chongqing Iron & Steel (601005)
new energy vehicles and SUVs are expected to continue to be the highlights of the auto market
Zeng Xiaoan, Director of the Economic Construction Department of the Ministry of Finance, said on the 13th that To promote the accelerated development of the new energy vehicle industry, the Ministry of Finance will issue financial support policies for the next phase of new energy vehicles as soon as possible to encourage new charging facilities andR&D support for equipment. Statistics show that the sales of new energy vehicles in my country last year exceeded 70,000, a year-on-year increase of 3.2 times; the sales of SUVs were 4.08 million, a year-on-year increase of 46%. UBS also predicted on the 13th that the growth momentum of new energy vehicles and SUVs will continue this year. Among the listed companies on
, Great Wall Motor (601633) and BYD (002594) have hybrid SUVs that are about to be launched, namely "Haval H7" and "Tang"; SINOMACH (600335) has auto consumer loan business.
New energy vehicle concept stocks: Great Wall Motors (601633), BYD (002594), SINOMACH (600335)
The State of the Union address will propose new cyber security measures
According to US media reports, US President Obama will be on January 20 In his State of the Union speech, he announced new cybersecurity measures to strengthen cybersecurity. These new measures include that US companies must notify customers within 30 days of data breaches, and technology must not collect student data for profit.
Comments: As a leading country in global informatization, the US cyber security regulations will become a model for the international community. The current ethical controversy caused by the collection of big data has caused the application of big data to involve many legal issues. The standard of data collection will help the healthy development of the industry and further enhance the awareness of personal information security protection. The capacity potential of the personal information security market will far exceed the market scale of approximately 10 billion yuan in the inter-enterprise market. Pay attention to Meiya Pico (300188) and Beixinyuan (300352), which are in the field of personal information security.
Cybersecurity concept stocks: Meiya Pico (300188), Beixinyuan (300352), NSFOCUS (300369), Ren Zixing (300311)
The national standard of graphene is determined to be substantively promoted.
China Securities Information learned from the industry that graphene The determination of the national standard has been substantively advanced. On the one hand, the Jiangnan Graphene Research Institute has been determined to be under the jurisdiction of the graphene national standard. On the other hand, the national thin-layer graphene material standard working group has also been established.
Comments: Graphene testing and other related standards are called the navigation aids of the graphene industry in the industry, which will enable the industry to move towards standardization and regularization, which is beneficial to the development of related enterprises. Jiangnan Graphene Research Institute is my country's first graphene research and industry incubation institution, located in Changzhou. Among the listed companies, Carbon New Materials (000511) has set up a fund of 2 billion yuan in Changzhou to jointly build projects with Jiangnan Graphene Research Institute; companies such as China Super Cable (002471) also cooperate closely with Jiangnan Graphene Research Institute.
Graphene concept stocks: Carbon New Materials (000511), China Super Cable (002471), Fangda Carbon (600516), Jinlu Group (000510)
[Other information]
The central bank continues to produce 280 billion MLF, the agency says it releases currency Easing signal
27 banks are eligible for credit asset securitization business, state-owned big banks may follow up
Xiao-gang will attend the "Asian Financial Forum" to be held in Hong Kong next Monday. Popular topics include RMB internationalization, the new Silk Road, etc.
Institutions continued to enter the market. Last month, 209 new accounts with a market value of 100 million yuan were added.
550,000 new A-share accounts were opened last week. Investors' enthusiasm for entering the market in the first week of the new year has not diminished. The acquisition of explosion-proof motor assets
Wolong Electric (600580) plans to raise 9.03 yuan per share, and the fixed increase will not exceed 2 billion yuan, which will be used to repay bank loans and supplement working capital. At the same time, the company plans to acquire a 60% stake in Nanyang Explosion-proof Group for RMB 1.7 billion. Nanfang Group is the largest research and production base of explosion-proof motors in China. Its products are mainly used in petrochemical, metallurgy, electric power, military, nuclear power and other fields.
Comments: If this acquisition can finally be achieved, the company will achieve a strategic layout in the professional field of explosion-proof motors, effectively supplement the company's existing motor business, and further expand the company's motor industry chain.
Changjiang Electronics Technology Co., Ltd. acquired Xingke Jinpeng for US$780 million.
Changjiang Electronics Technology (600584), Industrial Fund, and Silicon Semiconductors will acquire a subsidiary established in Singapore for US$780 million and listed on the Singapore Stock Exchange. All shares of Xingke Jinpeng. Xingke Jinpeng is a global semiconductor packaging and testing industryOne of the main operators of the company, revenue in 2013 was approximately RMB 9.8 billion, approximately twice that of the company.
Comments: This acquisition will help Changjiang Electronics Technology to enhance its international influence and industry status; expand overseas markets and expand customer base; obtain advanced packaging technology, enhance R&D capabilities, and become a world-class packaging and testing company.
Tianlong Optoelectronics (300029) has changed the actual controller. Beijing Lingguang has officially become the owner of
Tianlong Optoelectronics (300029) announced that Beijing Lingguang has completed the payment of 110 million capital increase, realizing the controlling shareholder Changzhou Noah. Beijing Lingguang has promised to upgrade the industry based on the original business of Tianlong Optoelectronics (300029), including the introduction of advanced technologies at home and abroad, so that the company will become a leading domestic manufacturer of photovoltaic equipment and high-end smart equipment.
Comment: After the capital increase, Beijing Lingguang became the largest shareholder of Changzhou Noah, and the actual controllers of the listed company were changed to Zhou Rongsheng and Gu Yizhen.
[Other good listings]
Baiyunshan (600332) and Ali explore pharmaceutical e-commerce
Sichuan Shuangma (000935) intends to acquire 100% of the shares of Sancha Lafarge held by shareholder Lafarge Shui On with cash
ZTE Commercial ( 000715) proposed to implement mixed ownership reform
Beneficial Da (002137) launched the first batch of employee shareholding plans
Northern International (000065) renewed the supply contract for Iran’s subway cars
Tongda shares (300321) was awarded by Guangzhou Suifu brand
China Telecom Construction of "unprecedented" reorganization was approved by the SASAC
Nanhai Pharmaceutical (000566) and Shaodong County zf reached an investment intent
[Institutional Dragon and Tiger List]
Shenzhou Information (000555): two institutions bought 55 million seats, one institution sold 24.31 million
Dragon Tiger List Comment: China Information (000555) 2014 is the first year of China's smart city landing. This year, based on the smart city evaluation system, it will promote the implementation of projects in various regions. Smart city business is expected to usher in explosive growth. Institutions bought 30.69 million yuan yesterday, which is expected to continue to perform well in the short term. , Z3z
China Software (600536): Huatai Yongjia Sunshine Avenue and Guotai Junan Shanghai Fushan Hot Money Sealed, an institution bought 33.11 million
Long Tiger List Comment: China Software (600536) is worthy of attention, the data shows that 4 securities business departments and one institution total Buy 247 million yuan, accounting for 31.7% of the day's trading volume, there are still 79,000 orders in the late trading. According to the news, transparent computing has recently won the National Science and Technology Progress Award, and senior executives may support intelligent software manufacturing. The industry has a promising future.
wins when wins (300377): two institutions bought 15.97 million seats
Jingshan Light Machinery (000821): two institutions bought 22.07 million seats
Zhongyuan Concord (600645): Anxin Guangzhou Liede Avenue and Huatai Rongchao Commercial Center hot money closure, one organization bought 22.13 million
Anjubao (300155): Guotai Junan Chengdu North First Ring hot money closure, one organization bought 15.16 million, one organization sold 11.73 million
Gold Mantis (002081): Huatai Shanghai Wuding Road Hot money closure, three organizations bought 121 million, three organizations sold 119 million
Ou Feiguang (002456): CITIC Shanghai Hengfeng Road hot capital closure, one organization bought 38.64 million, one organization sold 15.04 million
Canaan Technology (300412): Xingye Hangzhou Qingtai Street and Anxin Meizhou Xinzhong Road, the two institutions sold 4.7 million
Huichuan Technology (300124): Shenwan Shanghai Dongchuan Road hot capital closed, three institutions bought 76.12 million, two institutions sold 57.34 million
Qianyuan Pharmaceutical ( 300254): CITIC Shanghai Huaihai Zhong and Guotai Junan Shanghai Jiangsu Road Hot Money Seal, one organization sells 6.75 million
UFIDA Software (600588): Guotai Junan Shanghai Fushan Road and CITIC Hangzhou Ding’an Road Hot Money Seal, one organization sells 28.6 million
Zhengye Technology ( 300410): Shenwan Xiamen Xiahe Road and Everbright Ningbo Zhongshan West Travel Capital Seal Board
Rongji Software (002474): Ethnic Anshan Erdao Street and Huatai Chengdu South First Ring Hot Capital Seal Board
Daan Gene (002030): Zhongshan Guangzhou Huacheng Avenue and CITIC Shenzhen HeadquartersHot money seal
China Mining Resources (002738): Anxin Xingning Yingbin Avenue hot money seal
Yongda Group (002622): Huatai Ningbo Liuting Street hot money seal
Shandong Road and Bridge (000498): Caitong Hangzhou Longjing Road Hot Money Seal The board
[revelation of daily limit stocks]
yesterday, the two markets were adjusted within a narrow range, and the market differentiation was obvious. The Shanghai Index reported 3235.30 points and the Shenzhen Component Index reported 11355.81 points. The trading volume of the two markets shrank sharply. According to statistics, there are 33 non-ST stocks in the two cities. Fool's financial management selects some strong daily limit stocks to analyze the reasons, so that investors can make decisions in the market outlook.
[Biological vaccine] Zhongyuan Xiehe, Qianyuan Pharmaceutical, Daan Gene, Beilu Pharmaceutical, etc.: H7N9 outbreaks have been detected in Xiamen and Guangdong
Recently, H7N9 cases have been detected in Xiamen, Shenzhen, and Dongguan. Experts said that according to the law of previous years, winter and spring are the high incidence periods of human infection with H7N9 influenza virus. Based on this law, it is not ruled out that sporadic cases will occur in the next period of time. In addition, some media recently announced the list of the first batch of high-throughput sequencing technology pilot units approved by the National Health and Family Planning Commission. BGI and Daan genes, which had previously obtained the second-generation sequencing registration certificate, were selected again.
Affected by the expected return of the bird flu epidemic, H7N9 concept stocks may welcome trading opportunities in the short term, and A-share listed companies can focus on them.
Chinese medicine: Lianhua Qingwen Capsules from Yiling Pharmaceutical, Tanreqing Injection from Shanghai Kaibao, Xuebijing Injection from Hongri Pharmaceutical, Jiangsu Jichuan Pharmaceutical, namely Xiao'er Soy Bean Granules from Hongcheng Co., Ltd., Reduning injection from Kangyuan Pharmaceutical, etc.
Anti-infectives: Tamiflu's production mainly involves Shanghai Pharmaceuticals; Peramivir manufacturers mainly involve Baiyunshan; the production of amantadine and rimantadine APIs and preparations mainly involve Prolok Pharmaceuticals.
detection category: H7N9 kit produced by Daan Gene.
It is worth mentioning that in the past, when the epidemic hit, the pseudo-H7N9 concept stocks always took the lead to rise. Rhein Biological, Lukang Pharmaceutical, and Lianhuan Pharmaceutical have become the "three swordsmen" of the epidemic, but these three companies have clarified that the company The product has nothing to do with the H7N9 epidemic.
[Software Services] Tianji Technology, China Software, UFIDA Software, Dingjie Software, Zhongke Jincai, Anshuo Information, Runhe Software, China Shipping Technology, Rongji Software, etc.: Transparent computing won the National Science and Technology Progress Award
Transparent Computing It has opened up a new research field and development direction for computer technology in the world, and provided a new model and theoretical basis for network computing. Affected by this, the software service sector collectively blowout.
Today's software service sector has an obvious effect, and the attention of short-term funds has increased. You can continue to focus on it. Among them, East China Computer is mainly engaged in information systems, weak current engineering, software engineering development, etc.; Dimensity Technology is mainly engaged in IT support and maintenance services for data center IT infrastructure; Anshuo Information provides financial institutions with an integration of credit asset management and risk management IT solutions. Taiji shares main industry solutions and services; Runhe Software provides professional software outsourcing services. Teamsun Tiancheng is mainly engaged in hardware and system integration, software, and IT services; UFIDA Software is mainly engaged in software production and sales; China Software is mainly engaged in application software and software outsourcing business.
[High-Send] Zhongke Jincai: plans to transfer 10 to 10 and distribute cash.
Zhu Yedong, chairman and actual controller of Zhongke Jincai, proposes to the company the 2014 annual profit distribution plan, and plans to distribute cash dividends to all shareholders. The proportion is not less than 15% of the distributable profit realized in the year. At the same time, 10 shares are transferred to all shareholders for every 10 shares. After the transfer, the total share capital of the company will increase to 316,979,100 shares.
[High-Send] TD Optics: plan to send 0.5 yuan for 10 to 10 times
TD Optics' actual controller proposes to the company the 2014 profit distribution plan, and plans to distribute 0.5 yuan (tax included) to all shareholders for every 10 shares in cash; The capital reserve is used to transfer 10 shares for every 10 shares to all shareholders.
[Fixed increase] Baiyunshan: private placement to raise 10 billion yuan
Baiyunshan intends to privately issue no more than 419 million shares at 23.84 yuan per share, raising 10 billion yuan, and the raised funds will be used to increase capital in Guangzhou Wanglaoji's health industry Co., Ltd., "Danan Pharmaceutical" R&D platform construction, "Danan Pharmaceutical" production base phase I construction, capital increase in Guangzhou Pharmaceutical Co., Ltd., information platform construction and other projects and supplementary working capital. worth taking note ofYes, this time Jack Ma's Yunfeng Investment will participate in the fixed increase as a strategic investor.
[Sub-new stock] Canaan Technology, Zhengye Technology, Guosen Securities, China Mining Resources, Dingjie Software, Cologne Precision, Dier Hanyu, etc.: The sub-new stock will continue the strong 2014
market’s unabated enthusiasm for the speculation of sub-new shares The reason for this is nothing more than the serious underestimation of the pricing at the time of issuance. In addition, a new batch of new shares has entered an intensive subscription period this week. Recently, investors who have been "full of positions" have gradually increased their enthusiasm for the speculation of new shares.
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