Focus on A-share market daily breaking news, pointing out the investment direction for 200 million retail investors! Before reading the text, you must know one thing: few major funds will be stupid enough to raise the stock price to the daily limit as soon as the good news comes out, so please be patient and let the good news fly for a while, maybe you will find that something is wrong Same investment opportunity!
【Industry/Section/Theme Concept】
Breaking News 1: The Intelligent Connected Car Ecological Conference was held, and wire-controlled chassis became an important issue!
According to reports, from June 27th to 29th, the 2022 China Automotive Supply Chain Conference and the First China New Energy Intelligent Connected Vehicle Ecological Conference were held in Wuhan, Hubei, and automobile intelligence was pushed to the forefront for the first time. The six sub-forums of the conference cover the current focus topics in the construction of intelligent automobiles, among which wire-controlled chassis has become an important topic. The control-by-wire chassis is a connecting point between autonomous driving and new energy vehicles. It is an important medium for realizing autonomous driving. The drive-by-wire chassis has the characteristics of fast response, high control accuracy and strong energy recovery. It is the only way to achieve high-level autonomous driving and the cornerstone of the execution end of high-level autonomous vehicles.
Message nature: short-term
Outbreak intensity: ★★★
Related companies: Top Group (601689), Baolong Technology (603197), Zhongding Co., (000887), Bethel (603596), etc.
Breaking News 2: Huawei officially announced that a new generation of whole-house intelligence will be released soon, revolutionizing the "space evolution" industry imagination!
According to media reports, at Huawei’s upcoming summer new product launch conference on July 4, Huawei’s whole-house intelligence will usher in a newly upgraded smart central control screen. And according to industry speculation, the new generation of Huawei's whole-house smart released this time may release a new after-installation solution. In this regard, some insiders said that in the trend of whole-house intelligence, the functions of future homes will be extended from single residence to entertainment, office, study and other attributes, which will put forward new and higher requirements for smart home interaction. . Faced with such problems, Huawei has proposed a 1+2+N whole-house intelligent solution that is people-oriented and evolves towards active intelligence.
Message nature: short-term
Outbreak intensity: ★★★
Related companies: Guanghong Technology (300735), Topband Holdings (002139), Fenda Technology (002681), Topband Holdings (002139), etc.
Shocking news three: Major wafer manufacturers are ushering in a new round of production expansion, and semiconductor equipment continues to be in short supply and delivery times are extended!
According to media reports, Global Crystal, the world’s third largest silicon wafer factory, recently announced its expansion plan. The company will build a new factory in Texas to produce 12-inch silicon wafers. At the same time, domestic chip manufacturers are also experiencing accelerated production expansion. In this regard, some institutions predict that by 2026, more than 200 wafer fabs around the world will operate 12-inch wafer production lines. The rapid growth in demand coupled with the tight supply of raw materials and the tight production capacity of semiconductor equipment have resulted in the overall market being in a state of short supply and delivery times continuing to extend. Previously, media reported that the delivery time of semiconductor equipment has been extended to 18 to 30 months. As the industrial chain continues to be booming, domestic companies in related fields are expected to benefit.
Message nature: long-term
Explosion intensity: ★★★★
Related companies: Jingce Electronics (300567), Feilu Holdings (300665), Zhichun Technology (603690), Changchuan Technology (300604), Core Yuanwei (688037) and others.
Breaking news 4: The super track with a market value of over 10 trillion welcomes new products, and the first batch of 8 carbon neutral ETFs were approved!
Yesterday, the CSI Shanghai Environment Exchange Carbon Neutral ETF reported by eight public fund companies including E Fund and Guangfa Fund was officially approved. This is also the first batch of carbon neutral ETF products in China. Five months ago, on January 20, the CSI Shanghai Environmental Exchange Carbon Neutral Index was officially released. The overall market capitalization style of the index is biased toward and the broader market , giving greater weight to industry leaders with higher development certainty. Industry insiders analyze that "carbon neutrality" is the global trend in the future, with strong track certainty and high growth potential.The launch of the first batch of SEEE carbon neutral index ETFs will help more investors share the long-term dividends of outstanding industries through index funds with one click.
Message nature: short-term
Outbreak intensity: ★★★
Related companies: CATL (300750), Longi Green Energy (601012), BYD (002594), etc.
[Company Announcement/Company Trends]
The control of Mengjie Co., Ltd. (002397) is planned to change. Changsha Jinsen New Energy Co., Ltd. will have the voting rights corresponding to 19.77% of the company’s shares and become the company’s largest shareholder with voting rights. Li Guofu will become The new actual controller of the company.
Anbotong (688168) plans to raise no more than 174 million yuan in additional capital for the research and development and industrialization projects of data security protection and traceability analysis platform.
Beite Technology (603009) was selected as the supplier of electric air conditioning compressor assembly for SAIC Maxus new energy vehicle platform. The project has a life cycle of of more than 5 years. The order volume during the life cycle is expected to exceed 1 million units and the total amount is expected to exceed 800 million yuan. The project is expected to start mass production in the second half of 2023.
Xiangxin Technology (002965) Company supplies body structural parts for new energy vehicles such as GAC Eon, NIO , BYD, Xpeng Motors , and also supplies Ningde Times, Guoxuan Hi-Tech , Tafel Customers such as , Funeng Technology , Xinwangda , Envision Power, Juwan Technology Research, Vairui and other customers supply metal structural parts for new energy vehicle power batteries. With sufficient orders on hand, the proportion of new energy vehicle business will gradually increase.
[Institutional seats/Northbound funds/ hot money ]
Institutional funds bought in a single day (10 million+): TCL Central 002129, silicone + HJT battery + photovoltaic , 2 institutions bought and 1 institution sold Out, institutions net bought 233.51 million, which was the stock with the largest net buying by institutions yesterday. Luyang Energy Saving 002088, Building Energy Saving, 3 institutions bought and 1 sold. The net buying of institutions was 56.4 million, accounting for 16.67%. It was the stock with the largest proportion of net buying by institutions yesterday.
Institutional funds continued to buy (10 million+) within 10 days: Guangdong Hongtu 002101, auto parts, from June 15 to June 28, institutional funds made net purchases 3 times, with a net purchase of 73.63 million on June 28. Significantly less than before. Hengdian East Magnet 002056, rare earth permanent magnet + photovoltaic + lithium battery, from June 16 to June 28, institutional funds made 2 net purchases, with a net purchase of 166.64 million on June 28, a significant increase from before. Zhongke Sanhuan 000970, rare earth permanent magnet, from June 24 to June 28, institutional funds made 2 net purchases, with a net purchase of 83.46 million on June 28, a slight increase from before.
Institutional capital sectoral position adjustment: On Tuesday, institutions net bought 9 stocks with more than 10 million yuan, and sold 13 stocks with net sales of more than 10 million yuan. Compared with Monday's data, the market stormed above the 3,400-point integer, institutional buying orders fell sharply, and selling orders poured out, ultimately showing a clear net outflow of main funds. From the perspective of sector capital flow, among the main hot spots, lithium batteries were concentrated by institutional seats, rare earth permanent magnets had a large inflow of institutional funds, and industrial metals were added to a small amount; photovoltaics, HJT batteries, organic silicon, and auto parts appeared Funding is divided, among which photovoltaics is still a small amount of net buying, and the inflow and outflow of HJT batteries, silicone and auto parts are basically the same; the breeding industry is concentrated on reducing positions by major institutions, and energy storage, water conservancy and consumer electronics are reducing positions to a small extent. Among non-mainline hot spots, robots diverged slightly; power grids and wind power were concentrated on reducing positions; tourism was sold out in large quantities; chips and semiconductors were reduced on a small amount. Among the sectors that led the gains that day, there was no institutional participation in hotels and catering. Overall, the main buying is still concentrated on the track theme, but the differences have increased.
Northbound funds bought in a single day (50 million+): The net inflow of northbound funds in a single day was 4.648 billion yuan, and the net inflow in the past month was 95.557 billion yuan. Kweichow Moutai , BYD, and Midea Group received net purchases of 658 million yuan, 649 million yuan, and 393 million yuan respectively. Zijin Mining ranked first in terms of net sales, with an amount of 546 million yuan.
Hot money bosses focused on sniping: Liyang Road: a net purchase of 139 million Changan Automobile , and a purchase of 17.52 million Maher shares; Shangtang Road: a net purchase of 40.2 million Mingpu Opto-Magnetic , and a purchase of 31.73 million of Haozhi Electromechanical ; Little Crocodile: Buy 27.6 million and sell 97.21 million Guangdong Hongtu, buy 162 million TCL Zhonghuan, buy 199 million Zhongke Third Ring, buy 65.31 million Lushan New Materials ; Zhang League Leader: buy 28.43 million Aonong Biology; Brother Zhao: bought 18.62 million shares of Maher and 19.43 million Haozhi Electrical.
[News changes/fund changes]
Over the past week, Jingyang’s “ A-share hot news” stock collection:
This Tuesday’s “A-share hot news”: Baoxin Technology, Heli Technology, Chuanyi Technology, Zhenbang Intelligent, Xingmin Zhitong, hot money sniper, work together to raise the limit! Far East Shares (600869), good news and excitement, soared strongly! Green Harmonic 688017, Corinth 600478, the main force pushed it up, and it rose strongly!
"A-share news" this Monday: Changan Automobile (000625), Corun (600478), Almaden (002623), good news and excitement, strong rise! Guangdong Hongtu 002101, the main force pushed it up, with a strong daily limit! Lushan new materials, hot money sniper, strong rise!
Last Friday’s “A-share news”: Zhenghai Magnetic Materials (300224), polyfluoropoly (002407), good news and stimulus, strong rise! Changan Automobile 000625, Wangbian Electric 603191, the main force pushed up, reaching the daily limit strongly! Mingke Technology, hot money sniper, strong rise!
Last Thursday’s “A-share news”: Haima Automobile (000572), Xiaokang Shares (601127), good news and stimulus, strong rise! Jitai Shares, Taier Shares, and Mingke Precision Technology all rose sharply due to hot money attacks!
Last Wednesday, "A-share news": Crystal Optoelectronics (002273), Lianchuang Electronics (002036), good news and stimulus, strong rise!
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