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/Sector/Theme Concept】
Breaking News One: The first national-level large-scale chemical energy storage power station will be commercialized in August, and the industrialization of all-vanadium redox flow battery energy storage technology is expected to accelerate!
According to media reports, as the first national large-scale chemical energy storage demonstration project approved by the National Energy Administration, the Dalian all-vanadium redox flow battery energy storage peaking power station is currently undergoing the final battery cell debugging and system debugging stages. It will be officially put into commercial operation in August this year. The National Development and Reform Commission previously issued the "Guiding Opinions on Accelerating the Development of New Energy Storage", which proposed that a cumulative installed capacity of 30GW will be achieved in 2025, and the penetration rate of vanadium batteries is expected to reach 20% in 2025. Analysts believe that my country's vanadium batteries are already on the eve of large-scale industrialization, and the next few years will be an explosive period for the penetration rate of vanadium batteries to increase. Companies related to vanadium resources, vanadium products and downstream applications will fully benefit and usher in huge business opportunities.
Message nature: long-term
Explosion intensity: ★★★
Related companies: Anning Co., Ltd. (002978), Panzhihua Iron and Steel Vanadium Titanium (000629), etc.
Shocking news 2: The “asterisk” mark on itinerary cards will be cancelled, and the civil aviation industry may “take off”!
The Ministry of Industry and Information Technology announced yesterday afternoon that it will cancel the "star" mark on communication itinerary cards. This is undoubtedly a major new regulation. The introduction of this measure comes immediately after the National Health Commission announced four measures, including shortening the quarantine requirement for immigrants from "14+7" to "7+3", and is particularly impactful. Industry insiders said that after the asterisk mark is removed from the itinerary card, the epidemic prevention policies that people must abide by when traveling will be truly one rule and ruler across the country, making travel and travel under normalized prevention and control more convenient. According to data from the Qunar platform, after the above news was released, the instant search volume for international air tickets doubled, and the search volume for air tickets on the platform increased by 60% within 30 minutes.
Message nature: midline
Outbreak intensity: ★★★★
Related companies: China Southern Airlines (600029), Shanghai Airport (600009), Juneyao Airlines (603885), China Airlines (002928), etc.
Shocking news three: The commercialization of third-generation semiconductors is accelerating, with a compound annual growth rate of nearly 60%!
According to reports, at the recently held 2022 China·Nansha International Integrated Circuit Industry Forum, many industry insiders pointed out that as major overseas manufacturers begin small-scale mass production of 8-inch silicon carbide devices, the third generation of semiconductors Commercial speed-up, the 8-inch era is coming. Many institutions predict that in the next 5-10 years, the application growth points of silicon carbide devices will continue to emerge, including new energy vehicles, energy storage, photovoltaic wind power generation, 5G communications and other fields. The GaN power device market will grow from US$126 million in 2021 to US$2 billion in 2027, with a compound annual growth rate of 59% during the period.
Message nature: long-term
Explosion intensity: ★★★★
Related companies: Hua Microelectronics (600360), Luxiao Technology (002617), Sai Microelectronics (300456), Jiejie Microelectronics (300623), etc.
Shocking news 4: The United States uses "sour foxes" to attack China and Russia, and China's "golden business card" in the field of network security has landed!
Recently, many scientific research institutions in China have discovered traces of the activity of the "validator" Trojan program. The National Computer Virus Emergency Response Center report also disclosed another network attack weapon "Acid Fox" vulnerability attack weapon platform belonging to the National Security Agency (NSA). The "Acid Fox Platform" is the main combat equipment of the NSA's computer network intrusion team. Its attack scope covers the world, with key attack targets targeting China and Russia.
At the same time, the first domestic cyber security conference entering its tenth year - West Lake Sword Cyber Security Conference will be held in Beijing and Hangzhou from July 2 to 3. As the "golden business card" in China's network security field. According to the "Three-Year Action Plan for High-Quality Development of the Cyber Security Industry" previously released by the Ministry of Industry and Information Technology, the scale of the cyber security industry is planned to exceed 250 billion yuan by 2023, with a compound annual growth rate of more than 15%. In this regard, some institutions believe that the long-term logic of the network security industry has not changed, and there is a high probability that it will return to high prosperity in 2023-2024.
Message nature: short-term
Outbreak intensity: ★★★
Related companies: Weishitong (002268), Ren Zixing (300311), NSFOCUS Technology (300369), Jiayuan Technology (301117), etc.
Breaking News 5: Six major departments joined hands to release Industrial Energy Efficiency Improvement Action Plan !
On June 29, six departments including the Ministry of Industry and Information Technology and the National Development and Reform Commission jointly issued the "Action Plan for Improving Industrial Energy Efficiency." The "Plan" clarifies that by 2025, the value-added energy consumption of industrial units above designated size will drop by 13.5% compared with 2020. The proportion of new high-efficiency and energy-saving motors has reached more than 70%, the proportion of new high-efficiency and energy-saving transformers has reached more than 80%, the power utilization efficiency of newly built large and ultra-large data centers is better than 1.3, and the proportion of industrial electric energy in terminal energy consumption has reached 30%. Promote the research and development and application of digital technologies such as 5G, cloud computing , edge computing , the Internet of Things, big data, artificial intelligence , in the field of energy conservation and efficiency improvement, and actively build a digital twin system for energy efficiency management.
Message nature: short-term
Outbreak intensity: ★★★
Related companies: Hekang New Energy (300048), Shaangu Power (601369), Nanwang Energy (003035), Huichuan Technology (300124) wait.
[Company Announcement/Company Trends]
Tianhua Super Clean (300390) has an advance increase of 971.70%-1067.67%. Due to strong market demand for lithium salt , the company's battery-grade lithium hydroxide shipment quantity and sales amount are relatively high. Significant growth over the same period last year.
Stanley (002588) plans to use its holding subsidiary Songzi Stanley Yihua New Materials as the project implementation entity and invest 4.47 billion yuan to build the new energy material precursor iron phosphate and supporting projects in Songzi City, Hubei Province.
Dinglong Co., Ltd. (300054) Company's CMP polishing pad products have successfully broken the monopoly and become the only domestic CMP polishing pad supplier that fully masters the core R&D and manufacturing technology of the entire polishing pad process, deeply penetrating the domestic mainstream wafer factory Customer supply chain has obvious leading advantages. In recent years, the revenue and profits of the CMP polishing pad business have grown rapidly, and it has now achieved large-scale profitability, becoming the company's new profit growth pole.
Shijing Technology (301030) plans to raise no more than 438 million yuan in additional capital for digital and intelligent stainless steel Teflon air duct production projects, annual emission reduction projects of 10,000 tons CO2 and steel slag resource utilization projects.
[Institutional seats/Northbound funds/ hot money ]
Institutional funds bought in a single day (10 million+): Gemdale Group 600383, real estate development, 4 institutions bought and 3 institutions sold, the net buying of institutions was 316.83 million, Accounting for 18.93%, it was the stock with the largest net buying by institutions yesterday.
Institutional funds continued to buy within 10 days (10 million+): Zhongqi New Materials 001212, organic silicon , from June 27th to June 29th, institutional funds made 2 net purchases, and made a net purchase on June 28 69.82 million, a significant increase from before. King Kong Glass 300093, HJT battery + photovoltaic, from June 24 to June 29, institutional funds made 2 net purchases, with a net purchase of 58.81 million on June 29, a significant decrease from before. Lushan New Materials 603051, HJT battery + photovoltaic, from June 16 to June 29, institutional funds made 5 net purchases, with a net purchase of 12.05 million on June 29, a significant decrease from before.
Institutional funds sectoral position adjustment: On Wednesday, institutions net bought 8 stocks with more than 10 million yuan, and sold 9 stocks with net sales of more than 10 million yuan.Compared with Tuesday's data, when the market bardo fell , institutional buying shrank slightly and selling shrank significantly, indicating that institutions were obviously reluctant to sell, and the overall inflow and outflow of institutional funds was basically the same. From the perspective of sector capital flow, among the main hot spots, photovoltaics and HJT batteries saw intensive institutional fund-buying actions when they plummeted. In addition, real estate, organic silicon and energy storage were added to positions in small quantities; industrial metals diverged slightly, with outflows remaining flat; Complete automobiles, consumer electronics, and lithium batteries were significantly reduced by institutions. Among non-mainline hotspots, there have been a few institutional differences in robots, and capital inflows and outflows have been basically the same. However, institutional bottom positions have become larger and larger recently; traditional Chinese medicine, chips, power grids, retail, etc. have been slightly reduced. Overall, although the market fell sharply on Wednesday and track stocks fell deeply, institutions did not reduce their positions frantically.
Northbound funds bought in a single day (50 million+): The net inflow of northbound funds in a single day was -1.683 billion yuan, and the net inflow in the past month was 93.874 billion yuan. Longi Green Energy, Zijin Mining , and Gree Electric were sold for a net amount of 424 million yuan, 400 million yuan, and 381 million yuan respectively. BYD ranked first in net purchases, with an amount of 640 million yuan.
Hot money bosses’ key targets: Liyang Road: net buying of 18.12 million in Shenzhen; 11.0 million bought on the 3rd and 11.14 million sold on Hengli Industrial; net sold of 15.91 million Mah shares; Shangtang Road: net buying of 21.83 million Beihangke; net buying 37.16 million special information ; buying 73.71 million on the 3rd and selling 81.84 million Suzhou Gutech; net selling 114 million Ankai Bus; buying 48.52 million on the 3rd and selling 53.85 million Jingfang Technology ; Little Crocodile: Net purchase of 10.78 million Tuoshan Heavy Industry; Net purchase of Lushan New Materials 102 million; Zhang League Leader: Net purchase of 21.21 million on the 3rd Julu Intelligent ; Purchase of 58.72 million and sale of 23.71 million Songzhi shares .
This article will be published before 6 a.m. on each trading day. If you find the above content helpful to you, please feel free to like and follow. Fans and friends can also leave a message with me if they have any questions. After the morning meeting later, Jingyang will come back to the comment area to answer your questions!
