Standing Meeting of the State Council: Implement prudent monetary policy and enhance the ability of finance to serve the real economy
The State Council executive meeting pointed out that it is necessary to implement the deployment of the Party Central Committee and the State Council, implement prudent monetary policy, make good use of structural monetary policy tools , and enhance The ability of financial services to serve the real economy effectively helps stabilize the economy, stabilize employment and protect people's livelihood. Increasing financing support for major projects through policy and development financial instruments will help to play a guiding role, unblock the monetary policy transmission mechanism, and expand investment, create employment, and promote consumption while adhering to the conditions of not flooding the country with floods or over-issuance of currency. combined effect.
The State Council Standing Meeting: Determine measures to support the construction of major projects with policy-based development financial instruments
The State Council’s executive meeting determines measures to support the construction of major projects with policy-based development financial instruments to expand effective investment to promote employment and consumption. The monetary policy transmission mechanism achieves the comprehensive effects of expanding investment, creating employment, and promoting consumption. The meeting decided to use policy and development financial instruments to raise 300 billion yuan through the issuance of financial bonds to supplement the capital of major projects or bridge the capital of special bond projects. The central government will provide appropriate interest discounts.
National Development and Reform Commission: Promote the construction of major projects in an orderly and effective manner and actively expand effective investment
On the morning of June 29, the National Development and Reform Commission held a video and telephone conference to solidly advance the preliminary work of the project and accelerate the construction of major projects. The meeting required that development and reform departments at all levels should highlight their work priorities, vigorously, orderly and effectively promote the construction of major projects, and actively expand effective investment. First, further refine the project list, implement classified policies, and accelerate the implementation of 102 major projects in the "14th Five-Year Plan". The second is to grasp the construction tasks in key areas, comprehensively strengthen infrastructure construction, expand investment in manufacturing and high-tech industries, and strengthen the construction of shortcomings in the field of social and people's livelihood. The third is to give full play to the role of leading major projects and leveraging government investment, strengthen social capital investment and financing support, and promote the healthy development of social capital investment. At the same time, it is necessary to coordinate epidemic prevention and control and project construction work to minimize the impact of the epidemic on the construction of major projects.
Air tickets Fuel surcharge hits a record high. Each passenger will be charged 200 yuan for a flight segment of more than 800 kilometers.
Many airlines will increase the fuel surcharge charging standards starting from 0:00 on July 5. The new fuel charging standards for domestic routes are: RMB 100 per passenger for segments up to 800 kilometers (inclusive); RMB 200 per passenger for segments above 800 kilometers. This is the fifth price increase since the resumption of fuel surcharges in February, setting a record high.
Tourism popularity returns: double-digit growth in air ticket orders, Shanghai’s inter-provincial group tour bookings doubled
According to The Paper, as students from all over the country go on vacation one after another, the "star" mark on communication itinerary cards is cancelled, and the popularity of summer travel bookings is increasing in this country. Weekly rises rapidly. Ctrip data shows that on the afternoon of June 29, searches for Ctrip’s online inter-provincial travel-related products surged five times; the number of orders for domestic inter-provincial group tours on June 29 increased by nearly 40% compared with the previous day. In the past week, Ctrip’s sales of inter-provincial travel products accounted for nearly half. Judging from air ticket data, the number of air ticket orders placed through Ctrip on the 29th showed double-digit growth month-on-month. In addition, Ctrip’s data shows that the number of summer inter-provincial group tours departing from Shanghai booked through Ctrip on June 29 increased by 105% from the previous day; the order volume of customized travel products increased by 87% day-to-day; inter-provincial theme tour products Order volume increased five times day-to-day. The number of ticket bookings for flights originating from Shanghai on June 29 increased by nearly 70% compared with the previous day.
The Yangtze River Delta Alliance’s centralized procurement results were officially announced. Some pharmaceutical companies said that the average decrease in the three places was about 26%.
The Yangtze River Delta Alliance’s centralized procurement results were finally officially announced.Judging from the latest announced winning results, the winning companies include Qilu Pharmaceutical , Hengrui Pharmaceuticals, Kelun Pharmaceutical, Huahai Pharmaceutical , Hansoh Pharmaceuticals, Yiling Pharmaceuticals, Chia Tai Tianqing, Beijing New Pharmaceutical , Eisai and other well-known pharmaceutical companies at home and abroad. Regarding the decline in this centralized procurement, on May 31, Kelun Pharmaceutical mentioned in response to investor questions on the interactive platform that this time the Yangtze River Delta Alliance (Shanghai, Zhejiang, and Anhui) centralized procurement included a total of 47 varieties, and the average decline in the three provinces About 26%.
Passenger Car Association Cui Dongshu: From January to May, China accounted for 59% of the world's new energy vehicle share
Cui Dongshu, secretary-general of the Passenger Car Association, issued an article through his personal WeChat public account, saying that there are 100,000 commercial vehicles in the world's new energy vehicles, and new energy vehicles Passenger cars are the mainstay. In 2022, China's new energy passenger vehicles will account for 59% of the world's new energy. This is mainly due to China's strong demand for new energy, while the production and sales of traditional cars and new energy vehicles in Europe are low, so China's development is strong.
The number of public funds has exceeded 10,000
The latest data from the Securities Investment Fund Association of China shows that as of the end of May 2022, the number of public funds in my country has reached 9,872. In addition to the 135 new funds established in June this year, they are in the issuance period. Excluding 90 funds, excluding the 20 funds that were liquidated in June, the total number of public funds currently on the market has reached 10,077, exceeding the 10,000 mark, setting another milestone in the history of public funds.
Qunzhi Consulting: Driven by Apple MR and other products, the global XR industry is expected to reach approximately 43 million units in 2026
According to Qunzhi Consulting data, global VR terminal equipment shipments exceeded the 10 million mark in 2021, with sales reaching 11.2 million. A year-on-year increase of approximately 65%. In 2022, with the turbulent external environment, the overall consumer electronics market demand will weaken and the growth of terminal demand will slow down. However, with the release of MR products by and Apple in early 2023, the overall market revenue and average price will increase significantly. It is estimated that the global VR (MR) industry will be approximately 43 million units in 2026, with a compound growth rate of approximately 26.4% in the past five years. .
China Securities Index Co., Ltd.: A-share market activity increased year-on-year in the first half of this year
China Securities Index Co., Ltd. released the 2022 semi-annual express report of the CSI and SSE A-share indices. China Securities Index Company said that in the first half of 2022, the A-share market fluctuated and adjusted, and its activity increased compared with the same period last year. In the first half of 2022, the market's average daily trading value and average daily trading volume were approximately 996.2 billion yuan and 83.2 billion shares respectively, a year-on-year increase of 4.9% and 16.7%.
China Academy of Information and Communications Technology: Steel production rebounded month-on-month in May and profit decline expanded
According to the "CAICT" WeChat public account on June 30, as the epidemic was effectively controlled and market demand gradually recovered, the national crude steel production in May , steel and pig iron output rebounded slightly from the previous month. The high prices of raw materials and fuels such as iron ore and coal have combined with the impact of the higher base in the same period last year. In the first five months, the total profit of the ferrous metal smelting and rolling processing industry was less than half of the level in the same period last year.
CATL raw materials are guaranteed and stabilized. The world’s largest cobalt mine will be put into operation in 2023.
According to the Shanghai Securities News, China Molybdenum announced that it will invest in the construction of the first phase of the KFM development project in the Democratic Republic of the Congo. It is expected to be put into operation in the first half of 2023 and will reach After production, it is expected that an average of 90,000 tons of copper metal and 30,000 tons of cobalt metal will be added annually. The "Proposal on Investment and Construction of KFM Development Project in the Democratic Republic of the Congo" has been reviewed and approved at the sixth extraordinary meeting of the company's sixth board of directors. The KFM copper-cobalt mine is one of the largest and highest-grade undeveloped copper-cobalt projects in the world. The mine is located in the Central African copper-cobalt ore belt in the Democratic Republic of the Congo, 33 kilometers away from China Molybdenum's existing TFM copper-cobalt mine, and has synergistic effects and unique advantages in development and operation. On April 11, 2021, China Molybdenum and CATL jointly announced that CATL had officially invested in KFM through its subsidiary Bangpu Times.
From January to June this year, the total trading volume of my country's hog futures was 1.05 trillion yuan.
According to CCTV News, Dalian Commodity Exchange 's latest data today showed that from January to June this year, the cumulative transaction volume of my country's hog futures was 4.06 million, with a total of 4.06 million hands. The turnover was 1.05 trillion yuan. On January 8, 2021, pig futures were listed on the Dalian Commodity Exchange. As pig futures trading and delivery gradually mature, market functions have already begun to take effect. Recently, as the Ministry of Agriculture and Rural Affairs gradually regulates production capacity, the price of live pigs has returned to above the cost line. The main contract price of live pig futures is 20,830 yuan per ton, which is higher than the current spot price of about 19,000 yuan per ton. This reflects to a certain extent The market’s consumption expectations for the second half of the year.
Longi Co., Ltd. has raised the price of monocrystalline silicon wafers by more than 6%
According to Longi Co., Ltd.'s official website, the company's monocrystalline silicon wafer P-type M10 165μm thickness (182/247mm) single-piece price is 7.30 yuan, compared with 6.86 yuan last month; The monocrystalline silicon wafer P-type M6 160μm thickness (166/223mm) single-piece price is 6.08 yuan, which was 5.72 yuan last month; the monocrystalline silicon wafer P-type 158.75/223mm 160μm thickness price is 5.88 yuan, which was 5.52 yuan last month. Over 6%.
OPEC and non-OPEC oil-producing countries decided to increase oil production by an average of 648,000 barrels per day in August
According to CCTV news, on June 30, local time, The Organization of the Petroleum Exporting Countries (OPEC) and non-OPEC oil-producing countries held a video conference The 30th ministerial meeting was held. In view of the current oil market conditions and consensus on its prospects, all parties reaffirmed the decision made at the 10th Ministerial Meeting of OPEC and non-OPEC oil-producing countries to reduce overall crude oil production and subsequent decisions, including OPEC and non-OPEC oil production In accordance with the production adjustment plan and monthly production adjustment mechanism approved by the 19th and 29th Ministerial Conferences of China, it was decided to increase the total oil production in August 2022 by an average of 648,000 barrels per day (0.648 mb/d).
National Development and Reform Commission: Promote the construction of major projects in an orderly and effective manner and actively expand effective investment
On the morning of June 29, the National Development and Reform Commission held a video and telephone conference to solidly advance the preliminary work of the project and accelerate the construction of major projects. The meeting required that development and reform departments at all levels should highlight their work priorities, vigorously, orderly and effectively promote the construction of major projects, and actively expand effective investment. First, further refine the project list, implement classified policies, and accelerate the implementation of 102 major projects in the "14th Five-Year Plan". The second is to grasp the construction tasks in key areas, comprehensively strengthen infrastructure construction, expand investment in manufacturing and high-tech industries, and strengthen the construction of shortcomings in the field of social and people's livelihood. The third is to give full play to the role of leading major projects and leveraging government investment, strengthen social capital investment and financing support, and promote the healthy development of social capital investment. At the same time, it is necessary to coordinate epidemic prevention and control and project construction work to minimize the impact of the epidemic on the construction of major projects.
Positive sectors: large infrastructure
Related concept stocks : China Construction , China Railway, China Communications Construction , Sichuan Road and Bridge, Zhejiang Construction Investment
Shanghai Stock Exchange : further develop the asset securitization market function to support enterprises Revitalize existing assets
The notice proposes to encourage and support industry entities such as transportation, water conservancy, clean energy, affordable rental housing, water, electricity and heating, ecological environmental protection, industrial parks, warehousing and logistics, and use the future income of infrastructure as basic assets . Or hold infrastructure or commercial properties such as hotels and retail real estate as basic assets, and issue real estate asset-backed securities such as CMBS or REITs to enhance the liquidity of existing assets and reduce corporate financing costs. Encourage and support enterprises to use the funds obtained from issuing asset-backed securities to increase effective investment, use the funds obtained in the form of capital injection to construct profitable projects, and invest in projects in key areas such as comprehensive transportation and logistics hubs, large-scale clean energy bases, and the "Ten Ten-Year Plan". The Fourth Five-Year Plan plans 102 major projects to improve reinvestment capabilities.
Positive sectors: REITs
Related concept stocks: China Merchants Shekou , Capital Environmental Protection, Zhangjiang Hi-Tech, Pudong Jinqiao , Nanshan Holdings
The latest patent application of the People's Bank of China Digital Currency Research Institute is disclosed: a digital currency deposit and withdrawal machine
The latest patent application for from the Digital Currency Research Institute of the People's Bank of China was made public this week. The patent is titled "A Digital Currency Deposit and Withdrawal Machine", which aims to enable transactions with digital currency wallets held by users in the deposit and withdrawal machine, conveniently complete the deposit and withdrawal of digital currency, and can have better security. The patent summary states that the embodiment of the invention provides a digital currency deposit and withdrawal machine, which includes a protective cabin and a deposit and withdrawal device provided inside the protective cabin; wherein the protective cabin is provided with a protective hatch; The protective cabin is used to close the protective cabin door when detecting that the user is inside the protective cabin.
Positive sectors: digital currency
Related concept stocks: Unisplendour Guowei , Zhongke Chuangda , Guardian , Xinhu Zhongbao , Radio and Television Express
The National Development and Reform Commission issued a major regional development strategy construction ( The first batch of central budget investment of 3.06604 billion yuan in 2022 (the direction of ecological protection and high-quality development in the Yellow River Basin)
Recently, the National Development and Reform Commission issued a major regional development strategy construction (the direction of ecological protection and high-quality development in the Yellow River Basin) in 2022. A batch of central budget investments of 3.06604 billion yuan will support areas along the main branches of the Yellow River to solidly advance the rectification of outstanding ecological and environmental problems, strengthen comprehensive management of the water environment, improve the level of conservation and intensive utilization of water resources, and help improve the quality and stability of the ecosystem in the Yellow River Basin. In the next step, the National Development and Reform Commission will strictly implement project management requirements, strengthen project implementation scheduling supervision, increase supervision and inspection efforts, supervise and guide relevant provinces and regions to accurately implement epidemic prevention and control requirements, accelerate the implementation of the central budget investment plan, and formulate a plan as soon as possible Physical workload.
Positive sectors: Environmental protection
Related concept stocks: Shengyi Technology , Weiming Environmental Protection, Zhefu Holdings, Chongqing Water Affairs , First Environmental Protection
The General Administration of Customs has introduced measures to further help companies bail out and reduce the costs of foreign trade companies
Customs The General Administration of China introduced measures today to further help enterprises to alleviate difficulties and reduce costs, and to promote the stability and improvement of foreign trade. For those who have operational difficulties due to the epidemic and are unable to pay taxes on time and pay back taxes within the prescribed period, late payment fees can be reduced or exempted. The third-party testing requirements for enterprises to apply specifically for exemption from customs duties and import link taxes for returned goods have been cancelled. Enterprises are exempted from providing storage location certification materials when applying for entry fruit quarantine licenses. Simplify the inspection requirements for imported paints and no longer check the "Paint Registration Certificate". Adjust and optimize the inspection requirements for imported crude oil and coal.
Positive sectors: foreign trade
Related concept stocks: Yutong Technology , Zhejiang Dingli , Sinoma International, Anker Innovation, Superstar Technology
Shanghai: Distribute epidemic closure subsidies and resumption of work and market subsidies to theaters across the city , increase credit to the cinema industry
Shanghai movie screening venues will resume opening in an orderly manner from July 8. Shanghai Film Bureau formulated the "Guidelines for Epidemic Prevention and Control in Movie Screening Venues in Our City (July 2022 Edition)" and issued the "Implementation Opinions on Promoting the Stable and Healthy Development of the Cinema Industry in Our City" based on in-depth research ( Shanghai Film Development [2022] No. 16), further standardizes the epidemic prevention measures of the film screening industry under the normalization of epidemic prevention and control, increases relief support for theaters, further boosts industry confidence, and promotes the overall recovery of the theater industry.The main measures include: distributing epidemic shutdown subsidies and resumption of work and market subsidies to theaters across the city to solve the most pressing practical problems such as insufficient cash flow in theaters and alleviate practical difficulties in theater operations. Encourage the launch of preferential film consumption activities; encourage film-related institutions to organize various film festivals, etc., to promote the early recovery of the film market through multiple entities and methods. Encourage theaters to make good use of financial products such as Shenyingdai and Huiyingbao, optimize the "Wenjinhui" cultural and creative financial services, and alleviate financing difficulties; innovate cultural financial service products, and link up with the city's cultural and creative specialty branches, government financing guarantee institutions, etc. Financial institutions have increased their efforts in providing credit to the cinema industry.
Positive sectors: film and television
Related concept stocks: Wanda Film , Enlight Media, China Film, Wasu Media, Jebsen Holdings
Shanghai Disneyland first day of reopening: surrounding hotel bookings increased 36% compared to last week
On the first day Shanghai Disneyland resumed operations, Ctrip platform data showed that as of 19:00 on June 30, hotel bookings within three kilometers of Shanghai Disney Resort increased by 36% compared with the same period last week, and the number of room nights increased by more than 40%. ;The search volume and booking volume of hotels in suburban areas are double digits higher than those in urban areas.
Positive sectors: Hotels and catering
Related concept stocks: Jiuhua Tourism, Zhongxin Tourism, Lijiang Shares, Huatian Hotel, Western Region Tourism
Chengdu: By the end of 2025, all public transportation and taxis will be fully re-energized
From the Chengdu Municipal Transportation Bureau It was learned that according to the "Chengdu "14th Five-Year Plan" Comprehensive Transportation and Logistics Industry Development Plan" officially issued recently, by the end of 2025, Chengdu buses and cruise taxis will be fully equipped with new energy sources (pure electric or hydrogen energy ). The plan clearly states that Chengdu will build a low-carbon and environmentally friendly transportation system in the next five years. Specifically, by 2025, public transportation in the central city will account for 60% of motorized travel, rail transit will account for 65% of public transportation, and the proportion of green travel will reach more than 70%, promoting the average commuting time in the built-up area of the central city. That dropped to about 35 minutes.
Positive sectors: New energy vehicles
Related concept stocks: SAIC Group, Guoxuan Hi-Tech, BYD , Ecovacs, Sunwanda
The construction of power semiconductor ceramic substrate projects to fill the domestic gaps is expected to attract attention
According to media reports, on June 30, Sichuan Fulehua Power Semiconductor Ceramic Substrate Project started construction in Neijiang Economic Development Zone. The project has a total investment of 1 billion yuan and is constructed in two phases. The construction period of the first phase of the project is 18 months. Invested by Jiangsu Fulehua Semiconductor Technology Co., Ltd., it will build an automated production line for power semiconductor ceramic substrates with an annual output of 10.8 million pieces, creating the world's largest power semiconductor ceramic substrate production base, which will fill the domestic high-end power semiconductor ceramic substrate technology gap.
power semiconductor ceramic substrates are widely used in new energy vehicles, intelligent mechanical equipment, medical equipment, outdoor commercial lighting, aerospace and other fields. With the rise of semiconductor packaging, new energy vehicles, artificial intelligence and other industries, the market demand for ceramic substrates is increasing. However, the technical threshold of ceramic substrates is high. Domestic ceramic substrates, especially high-end products, are completely dependent on imports, which is a typical "stuck neck" technology. . With the advancement of the latest project, the domestic technology and industrial development in the field of power semiconductor ceramic substrates is expected to accelerate, and related companies are expected to usher in opportunities.
China Ceramics Electronics (003031) The company is a high-tech enterprise specializing in the research and development, production and sales of electronic ceramics series products. The company's products cover many applications such as optical communications, electronics, electrical engineering, machinery, energy conservation and environmental protection, new energy and fashion. In the field, the production and sales of optical fiber connector ceramic ferrule, alumina ceramic substrate, and ceramic substrate for resistors rank among the top in the world.
Maijie Technology (300319) The company has established a high-end electronic component production base based on soft magnetic metal materials, ceramic materials, piezoelectric materials, ferrite materials, etc. Ceramic packaging substrates can be delivered in batches and can be used in Military industry, electronics and other related fields.
Self-driving tours and other popular outdoor mobile power supplies saw a 10-fold increase in sales
According to CCTV Finance, with the rise of self-driving tours and suburban tours, mobile power supplies that can power mobile phones, computers, rice cookers and other electrical appliances outdoors are becoming more and more popular. Consumer favor. According to data from an e-commerce platform, consumers are currently pursuing "small gatherings, large spaces" travel scenarios. Self-driving tours and outdoor activities are favored by consumers. This year's "618" promotion event will be held from May 23 to June 6. During the 18th of March, the transaction volume of outdoor mobile power increased by more than 10 times year-on-year.
The epidemic has narrowed people’s original choices for leisure and social interaction, and extended people’s rest time. As a new form of social leisure, camping and other outdoor activities have started to start a prairie fire like a spark. With the release of a new "new prevention and control plan" in China and the cancellation of the "star mark" on itinerary cards, control measures have been adjusted, and people's confidence in future travel has doubled, which is beneficial to outdoor activities such as tourism, self-driving tours, and camping. In 2020, the penetration rate of and for camping in the United States was 15.8%, while that in my country was only 3.1%. According to estimates, the scale of my country's camping equipment market is expected to reach 100 billion in the long term. With the hot sales of outdoor mobile power products, more and more companies have begun to expand into the outdoor mobile power market, and front-line production capacity has rapidly expanded. Industry insiders said that China's outdoor mobile power supply currently accounts for more than 90% of the world's shipments. It is estimated that in the next four to five years, annual global shipments will reach more than 30 million units, with a market size of about 80 billion yuan.
Zongshen Power (001696) portable energy storage power supplies and variable frequency engine products are suitable for a variety of outdoor scenarios. Dajiang Power 's 300W and 500W portable energy storage mobile power supplies and 1800W, 2000W and 2200W variable frequency generators have been mass-produced. Produced and put into the market, it can be used for camping, self-driving and other outdoor activities; the 1800W ~ 8500W variable frequency generator products produced by Tongji Company can meet higher requirements for use in outdoor scenes. The general machine business segment of Lifan Technology (601777) launched mobile power products in May 2022.
The 2022 World Robot Conference is about to be held. The industry chain is accelerating the development of
The 2022 World Robot Conference will be held in Beijing from August 18th to 22nd. This conference includes forums, expositions, robot competitions and other activities. In addition, as the original creator of the world's first adaptive robot, Feixi Technology has recently completed nearly US$100 million in Series B+ financing, and its post-financing valuation has reached unicorn level.
Previously, Tesla (China) released a 31-second video on its official Douyin account, titled "Tesla's "Top Secret" Human Creation Plan", introducing its humanoid robot products. Guosheng Securities believes that the trend of machine generation is accelerating, and upstream core components such as reducers/controllers are expected to continue to benefit.
Company, Robot (300024) is mainly engaged in robots and intelligent manufacturing, and its products include industrial robots, mobile robots, etc.; Aolian Electronics (300585) plans to jointly produce 100,000 yuan with Beijing Luobide Technology Co., Ltd. in the next three years. Taiwan commercial intelligent service robot.
Digital currency deposit and withdrawal machine patent exposed, more application scenarios can be expected
The Digital Currency Research Institute of the People's Bank of China recently published a patent application titled "A digital currency deposit and withdrawal machine", aiming to realize the use of deposit and withdrawal machines in deposit and withdrawal machines Transact with the digital currency wallet held by the user and complete the deposit and withdrawal of digital currency conveniently, with good security.
It is understood that based on the original "10+1" pilot areas, there are 23 digital RMB pilot areas.At present, domestic electronic payment is becoming increasingly popular, the cash usage rate is declining, the mobile payment market is developing rapidly, and user habits have gradually shifted to cashless and electronic. Research institutions stated that the digital renminbi, as an upgraded digital financial infrastructure, is an important digital tool for the transition to digital finance. Although there is still a distance from third-party payment, as the digital renminbi policy is gradually established, the digital renminbi is expected to grow rapidly in the future and is expected to have more applications at the retail level.
Company, Zhengtong Electronics (002197) focuses on research, development and internal sample testing in the fields of digital currency encryption algorithms, digital wallets, devices and their applications, digital currency acquiring equipment; Lakala (300773) A strategic cooperation agreement has been signed with the Central Bank Digital Currency Research Institute.
Lab-grown diamond production and sales are booming. The industry is developing rapidly and has strong sustainability.
Zhongbing Hongjian (000519) expects net profit to increase by 103.41%-118.71% year-on-year in the first half of the year. Due to the continued high prosperity of the superhard materials industry, industrial diamond and Lab-grown diamonds as a whole are still in the stage of booming production and sales.
data shows that India’s lab-grown diamond imports and exports increased by 45.95% and 137.34% year-on-year respectively in May. Currently, India is the world’s main processing plant for rough lab-grown diamonds, and the industry’s high prosperity continues to be verified. Liu Yuenan of Guotai Junan believes that the current outbreak of the cultivated diamond industry is significantly different from the previous one, mainly due to the demand-side outbreak caused by the significant decrease in channel markup rate of foreign consumer terminals in order to increase penetration. After the certainty of demand for price-for-volume verification, the industry's rapid growth Development has the characteristics of strong sustainability.
Among other companies in the industry, the investment project of Power Diamond (301071) is expected to add 1,800 six-sided top presses, with higher production efficiency; SINOMACH Seiko (002046) cultivated diamond business covers both high temperature and high pressure methods and MPCVD In France, the production expansion of press + the commissioning of fundraising projects will contribute to the performance increase; Yellow River Tornado (600172) The growth of superhard materials business mainly comes from the cultivated diamond business.
The long-awaited Evergrande Automobile is about to start pre-sales
According to reports, the staff of Guangzhou Hengchi Display and Experience Center revealed that the pre-sales of Hengchi 5 will start on July 6. Currently, interested customers can first Make an appointment to register. Only customers who have made an appointment and registered in advance can experience the test drive first. The test drive time will be about the last week or so. A pre-sale information provided by the staff showed that the pre-sale price of Hengchi 5 has not been fully determined, but is expected to be around 200,000, with the first batch of pre-sale production being about 10,000 units.
Evergrande Real Estate is currently in a precarious situation. In Evergrande's business empire, the real significance of car manufacturing may not be in the automotive sector, but in supporting more business sectors within the company. From the current point of view, Evergrande Automobile has spawned many businesses, which is of far-reaching significance for supporting and reviving Evergrande.
◆ Among A-share companies, Penngling Co., Ltd. (300375) has passed the system review of Evergrande New Energy Vehicles and has participated in the project quotation of related models. Molding Technology (000700) is a supplier of Hengchi Automobile.
Researchers find new additive that improves the energy efficiency of sodium-ion batteries
Improvements in sodium-ion battery performance could drive wider adoption of renewable energy on the grid and reduce the cost of electric vehicles. However, hard carbon is currently a commonly used anode for sodium-ion batteries, but this material has the disadvantage of phase instability. A group of researchers in China reportedly tested N-phenylbis(trifluoromethanesulfonyl)imide (PTFSI) as a film-forming additive for hard carbon and found that the material enhanced interphase stability and was effective at 100 After the first cycle, the capacity retention rate of the sodium-ion battery increased by 52%.
sodium batteries are more cost-effective than lithium batteries in the field of industrialized energy storage. Sodium batteries have high safety and low cost, but their energy density is relatively low.Therefore, it will not completely replace lithium batteries, but it will form a large market in low-speed new energy vehicles, small power, and energy storage power stations.
Among A-share companies, Xinjiang Kashgar Ande New Materials invested by Shandong Zhanggu (002598) has the material synthesis technology of PPS system lithium ion and sodium ion solid-state functional diaphragms. The highly environmentally friendly and high-cyclability sodium-ion battery developed by Shengyang Co., Ltd. (002580) has entered sample testing. The test results are in line with the expected goals and the results are good.
Driven by the recovery of tourism, the turnover of outdoor mobile power supplies has soared
According to reports, the domestic epidemic has been effectively controlled recently. With the rise of self-driving tours and suburban tours, mobile power supplies that can power mobile phones, computers, rice cookers and other electrical appliances outdoors are becoming more and more popular. The more consumers favor it. According to data from an e-commerce platform, consumers are currently pursuing "small gatherings, large spaces" travel scenarios. Self-driving tours and outdoor activities are favored by consumers. This year's "618" promotion event will be held from May 23 to June 6. During the 18th of March, the transaction volume of outdoor mobile power increased by more than 10 times year-on-year.
In recent years, with the rise of the domestic live broadcast industry, outdoor power supplies have become the mainstream choice of many travel bloggers; coupled with the country’s policy tilt in the field of new energy, the domestic outdoor power supply market has gradually been opened up, and in flood fighting and rescue operations , emergency rescue, mobile medical care, self-driving travel, picnic camping, aerial photography, surveying, mapping and exploration and other fields. Moreover, the camping economy is favored by Chinese people this year. Our country’s consumer group is huge. As a large number of consumers enter the market, the outdoor camping market is booming. As one of the essential equipment for outdoor camping, the demand for outdoor power supply is constantly being released.
◆ Among A-share companies, Zongshen Power (001696) ’s portable energy storage mobile power products and small generators can be used for outdoor activities such as camping. The energy storage project developed by Yichang Technology (002420) is a mobile energy storage power supply for household outdoor use. The project has made certain progress.
Statistics show that the main funds in the Shanghai and Shenzhen stock markets had a net inflow of 629 million yuan on Thursday. Among them, the net outflow of main funds on the GEM was 492 million yuan, the net inflow of main funds on the CSI 300 constituent stocks was 5.934 billion yuan, and the net outflow of main funds on the Science and Technology Innovation Board was 1.459 billion yuan.
From the perspective of industry sectors, 11 industry sectors showed net inflows of main funds on Thursday. Among them, the electrical equipment industry sector had the largest net inflow of main funds, with a net inflow amount of 3.186 billion yuan; the industry sector had the largest net inflow of main funds. There are food and beverage, medicine and biology, and banks, with net inflows of 3.069 billion yuan, 1.59 billion yuan, and 663 million yuan respectively. 17 industry sectors showed net outflows of main funds. Among them, the construction and decoration industry sector had the largest net outflow of main funds, with a net outflow amount of 1.439 billion yuan. The top net outflows of main funds in industry sectors were automobiles, computers, national defense and military industry, agriculture, forestry and animal husbandry. For fishing and real estate, the net outflow amounts were 1.148 billion yuan, 857 million yuan, 665 million yuan, 660 million yuan, and 598 million yuan respectively.
stocks , 2101 stocks received net inflows of main funds on Thursday, of which 68 stocks received net inflows of more than 100 million yuan.
In addition, 2,602 stocks were net sold by main funds, of which 55 stocks were net sold by main funds for more than 100 million yuan.
2. Northbound funds
Northbound funds have a cumulative transaction volume of 11,532.678 billion yuan in the first half of 2022, with a net purchase of 71.799 billion yuan. Among them, the total net buying of Shanghai Stock Connect was 86.206 billion yuan, and the total net selling of Shenzhen Stock Connect was 14.407 billion yuan.
Looking at a single month, the cumulative transaction volume of northbound funds in June was 2,253.822 billion yuan, with net purchases of 72.96 billion yuan. Among them, the total net buying of Shanghai Stock Connect was 52.499 billion yuan, and the total net buying of Shenzhen Stock Connect was 20.461 billion yuan. There were four trading days in June with net purchases exceeding 10 billion yuan.
According to the announcement of the Hong Kong Exchange, the anniversary of the establishment of the Hong Kong Special Administrative Region holiday is approaching, and southbound Hong Kong Stock Connect will be suspended from trading on July 1 (Friday); while northbound Shanghai Stock Connect and Shenzhen Stock Connect will be suspended on June 30 ( Trading will be suspended from Thursday) to July 1 (Friday). On July 4 (Monday), Shanghai-Shenzhen-Hong Kong Stock Connect will be opened as usual.
3. Dragon and Tiger List Institutional Fund Trends
After-hours data from the Dragon and Tiger List showed that the total net purchase of institutional seat funds on Thursday was approximately 657 million yuan. Among them, 10 stocks were net bought and 13 stocks were net sold. The stock with the largest net purchases by institutions is TCL Zhonghuan, with a net purchase amount of approximately 666 million yuan; the top net purchases by institutions include Aixu Shares, Tuoxin Pharmaceuticals, Shenzhen Communications and other stocks. The stock with the largest net sales by institutions was Jingfang Technology, with a net sales amount of approximately 87.1295 million yuan. Among the top net sellers of institutions were Jingshan Light Machinery, China Water and other stocks.
stocks with daily price limit
As of the close, a total of 2,766 stocks in the Shanghai and Shenzhen stock markets rose, 1,714 stocks fell, 227 stocks were flat, and 12 stocks were suspended. Excluding new stocks listed on the day, a total of 96 stocks have reached daily limit and 20 stocks have reached daily limit. Looking at the number of consecutive daily limit days, Xingmin Zhitong, Chuanyi Technology, and *ST Hengkang have all closed 6 daily limit boards in a row, with the largest number of consecutive daily limit boards.
Among the stocks with daily limit, Jialong shares are the most popular in terms of the number of closed orders at the closing limit, with 65.7104 million shares closed at the closing limit; followed by Sanmu Group and Hongbaoli, with 48.791 million shares and 33.7494 million shares closed at the daily limit respectively. . Calculated in terms of closing orders, TCL Central, Shanghai Machinery CNC, and Rifeng Shares have more funds to close orders at the daily limit, with 395 million yuan, 266 million yuan, and 250 million yuan respectively.
In terms of industry sectors and concepts, industry sectors such as food and beverages, tourism hotels, electrical equipment, medicine and biology, commercial department stores, electronics, and home appliances have the highest growth; concepts such as condiment concepts, prepared dishes concepts, liquor, duty-free concepts, and community group buying Be active. The automobile, construction and decoration, coal, computer and other industry sectors were among the top decliners.
TCL Central hit the daily limit on Thursday. After-hours data showed that three institutions appeared on the Dragon and Tiger list, with a total net purchase of 666 million yuan; the Securities Sales Department of Yuanshen Road, Shanghai Pudong New Area of Orient Securities Co., Ltd. bought 339 million yuan and sold 13.1718 million yuan at the same time; Guotai Junan Securities Co., Ltd.’s Dalian Road Securities Sales Department in Hongkou District, Shanghai bought 28.6195 million yuan and sold 204 million yuan at the same time.
Major Investment
Haicheng Group: Plans to invest no more than 427 million yuan in the Ding'an Bus Terminal Project
Haiqi Group (603069) announced that the company plans to invest in the construction of the Ding'an Bus Terminal Project, with the total project investment estimated to be no more than 427 million yuan. After calculation, the financial internal rate of return of all investments (after tax) is 5.97%.
Fengle Seed Industry: Plans to invest 366 million yuan in the construction of natural menthol, menthol oil and other series of natural flavors and synthetic flavor construction projects
Fengle Seed Industry (000713) announced that Anhui Fengle Flavors Co., Ltd., a wholly-owned subsidiary of the company, plans to Invest 366 million yuan to build a new "construction project with an annual output of 5,000 tons of natural menthol, mint oil and other series of natural flavors and synthetic flavors" in the Hefei Circular Economy Demonstration Park.
Kinlang Hardware: Plans to invest 2 billion yuan in home and smart security product manufacturing projects
Kinlang Hardware (002791) announced on the evening of June 30 that the company and the People's Government of Tangxia Town, Dongguan City signed a strategic cooperation framework agreement on the same day. The company It intends to invest and plan to build a Jianlang smart home and smart security product manufacturing project in Tangxia Town, Dongguan City. The total planned investment in the project is approximately 2 billion yuan.
Guangdong Hydropower: Plans to cooperate in establishing a clean energy industry fund
Guangdong Hydropower (002060) announced on the evening of June 30 that the company and Dayou Agriculture signed a "Framework Agreement on Joint Participation in the Establishment of a Clean Energy Industry Fund."The organizational form of the industrial fund to be established by both parties is planned to be a limited partnership, with a total planned scale of 10 billion yuan, which is planned to be implemented in phases. The company intends to serve as a limited partner of the industrial fund, and its subscribed capital contribution shall not exceed 30% of the total scale of the industrial fund.
Jiden Electric Co., Ltd.: Plans to invest 12.7 billion yuan to build the first phase of the 5000MW pumped storage power station project
Jiden Electric Co., Ltd. (000875) announced on the evening of June 30 that the company and the People's Government of Wangqing County, Jilin Province signed the "Jilin Wangqing 5000MW" in May "Special Investment Cooperation Agreement for Pumped Storage Power Station Project", the overall project scale is 5000MW. Recently, the company organized a pre-feasibility study review for the Jilin Wangqing 5000MW pumped storage power station project (Phase I). The estimated scale of Phase I is 1800MW, with a planned investment of 127 billion.
Jianlang Hardware: Plans to invest 2 billion yuan in the construction of home and smart security product manufacturing projects
Jianlang Hardware (002791) announced on the evening of June 30 that the company and the People's Government of Tangxia Town, Dongguan City signed a strategic cooperation framework agreement on the same day. The company It intends to invest and plan to build a Jianlang smart home and smart security product manufacturing project in Tangxia Town, Dongguan City. The total planned investment in the project is approximately 2 billion yuan.
Guangdong Hydropower: Plans to cooperate in establishing a clean energy industry fund
Guangdong Hydropower (002060) announced on the evening of June 30 that the company and Dayou Agriculture signed a "Framework Agreement on Joint Participation in the Establishment of a Clean Energy Industry Fund." The organizational form of the industrial fund to be established by both parties is planned to be a limited partnership, with a total planned scale of 10 billion yuan, which is planned to be implemented in phases. The company intends to serve as a limited partner of the industrial fund, and its subscribed capital contribution shall not exceed 30% of the total scale of the industrial fund.
New Asia Electronics: Plans to purchase 100% equity of Zhongde Cable and 30% equity of Kebao Optoelectronics
New Asia Electronics (605277) announced on the evening of June 30 that the company is planning to purchase Zhongli Group’s shares held by Zhongli Group in cash. De Cable’s 100% stake and its 30% stake in Kebao Optoelectronics.
signed a contract
Sanfu Outdoor: The subsidiary signed a camp cooperation agreement with Beizhuang Tourism
Sanfu Outdoor (002780) announced that on June 29, the company’s wholly-owned subsidiary Sanfu Outdoor Skills Training Company signed a contract with Beizhuang Tourism, a wholly-owned subsidiary of Hanshe Culture and Tourism The "Campground Cooperation Agreement" was signed, and a cooperation agreement was reached on the operation and services of the Shanlihanshe Campground with campsites as the main method. Beizhuang Tourism will use the Humble House area in Shanli, Beizhuang Town, Miyun District, which has the right to use the venue, as a carrier, and cooperate with Sanfu Outdoor Skills Training Company in the form of joint investment, joint operation, and profit sharing by both parties to launch a project called: "Humble House·SANFO HOOD Light Luxury" Campground” project cooperation.
Huamao Logistics: Signed a Strategic Cooperation Framework Agreement with Canadian Solar
Huamao Logistics (603128) announced that recently, the company signed a "Strategic Cooperation Framework Agreement" with Canadian Solar. Utilizing Canadian Solar's leading advantages in solar photovoltaic power generation and combining the company's logistics resource integration capabilities, the company will provide Canadian Solar with professional, full-chain cross-border logistics solution products.
Amkor Intelligent Electric: its holding subsidiary signed a 110kV smart modular substation and workshop substation project
Amkor Intelligent Electric (300617) announced that recently, its holding subsidiary Henan Ankor Electric Power Engineering Design Co., Ltd. Liyang Branch and Jiangsu Kedali Precision Industry Co., Ltd. signed the "Engineering Construction Contract". The project name is New Energy Vehicle Lithium Battery Precision Structural Parts (Phase II) 110kV Smart Modular Substation and Workshop Substation Project. The contract price is 23.5 million yuan, accounting for approximately 20% of the company's 2021 annual business. 2.92% of audited operating income.
Hengtai Aipu: its holding subsidiary signed a sales contract worth 49.3 million yuan
Hengtai Aipu (300157) announced on the evening of June 30 that the company's holding subsidiary Xinjin Chemical Machinery recently signed the "Shaanxi Longhua Group Coal" with Longhua Coal Industry Industry Technology Development Co., Ltd. Coal Graded Quality Clean Efficient Comprehensive Utilization Project Compressor Unit Sales Contract", the total price of the contract including tax is 49.3 million yuan.
Dongrui Shares: It is currently cooperating with relevant energy companies to carry out photovoltaic energy power generation projects.
Dongrui Shares (001201) stated in the disclosed investor relations activity record form that the company is currently cooperating with relevant energy companies to carry out photovoltaic energy power generation projects. For the project, the company carried out supporting construction of photovoltaic power generation on the roof of the company's newly built pig house, actively responded to national policies and vigorously developed clean energy.
Major winning bid
Infore Environment: Winning the bid for the 879 million yuan urban steward project
Infore Environment (000967) announced that Changsha Zoomlion Environmental Industry Co., Ltd., a wholly-owned subsidiary of the company, won the bid for the Minzhi Street Office of Longhua District, Shenzhen City, Minzhi Beicheng For the Guanjia project, the total contract value of the winning bid is expected to be 879 million yuan.
Jinlaite: The subsidiary won the bid for the 220 million yuan project
Jinlaite (002723) announced that its wholly-owned subsidiary Guohai Construction Co., Ltd. won the bid for the "Yaqi Chengyang Shangpin High-rise Residential, Janitor Room and Basement Construction and Installation Project". The winning bid amount is approximately 220 million yuan, accounting for 16.66% of the company's audited operating income in 2021.
Performance Forecast
Jin Molybdenum Shares: Net profit in the first half of the year increased by 159%-196% year-on-year billion, year-on-year Increases of approximately 159% to 196%. During the reporting period, the domestic and foreign molybdenum markets generally showed an upward trend, and the transaction prices of major molybdenum products increased year-on-year. The company seized market opportunities, continued to optimize product sales structure, continuously strengthened cost and expense control, effectively improved product profitability, and achieved operating performance. Steady growth.
Xin'an Shares: Net profit in the first half of the year is expected to increase by 173%-185% year-on-year.
During the reporting period, although the company's main products such as glyphosate, organic silicon, and industrial silicon were affected by multiple factors such as the epidemic, and product prices fell back from last year's highest point, the company still maintained a good level of profitability overall.
Ruimaotong: Net profit in the first half of the year is expected to increase by 41% to 54% year-on-year.
Ruimaotong (600180) announced that the company expects to achieve a net profit attributable to shareholders of listed companies in the first half of 2022 of 420 million to 460 million yuan. A year-on-year increase of 41% to 54%. During the reporting period, the company made in-depth deployment in the markets along the Belt and Road Initiative and achieved excellent results in overseas market development. The profitability of the company's core business continued to steadily improve, and its performance achieved significant growth.
Wanrun Shares: Net profit in the first half of the year is expected to increase by 40.52%-70.41%
Wanrun Shares (002643) released a performance forecast, predicting that the net profit attributable to the parent company for the first half of 2022 is 423 million yuan-513 million yuan, a year-on-year increase of 40.52%-70.41%. The company's orders in the first half of 2022 increased compared with the same period last year, and its operating income increased, resulting in an increase in net profit attributable to shareholders of listed companies compared with the same period last year. The company's export products are mainly settled in US dollars. Affected by the appreciation of the US dollar against the RMB exchange rate, exchange gains were generated in this period, while exchange losses were incurred in the same period last year.
Jiayou International: Net profit in the first half of the year is expected to increase by 70%-90% year-on-year
Jiayou International (603871) disclosed a performance forecast, predicting a net profit of 267 million yuan to 298 million yuan in the first half of 2022. Compared with the same period last year, it will An increase of 110 million yuan to 141 million yuan, a year-on-year increase of 70% to 90%. As the impact of the COVID-19 epidemic gradually reduces, the land border ports between China and Mongolia gradually return to normal, the customs clearance volume of Mongolian coal continues to rebound, and the company's main coking coal supply chain trade business has increased significantly compared with the same period last year; the company invested and constructed Kason in the Democratic Republic of the Congo in Africa. The road modernization and reconstruction project of the Balesa-Sacania road and dry port was opened for trial operation. The company's business extended from cross-border logistics to highway operations, and toll roads became the company's new performance growth point.
Yangjie Technology: Net profit in the first half of the year is expected to increase by 50%-80% compared to the same period last year. During the reporting period, the company focused on the development direction of its main business, seized market opportunities, seized the opportunity of accelerating domestic substitution of power semiconductors, and expanded downstream application fields, especially in emerging application fields such as automotive electronics and clean energy, which continued to increase rapidly. During the reporting period, overseas customers' intention to purchase the company's products continued to increase, and the sales revenue of the MCC brand doubled year-on-year. The performance of new products during the reporting period was outstanding. Among them, the sales revenue of new products such as MOSFET, IGBT, and SiC all increased by more than 100% year-on-year, and the sales revenue of small-signal products increased by 80% year-on-year.
Zhongbing Red Arrow: Net profit in the first half of the year is expected to increase by 103%-119%
Zhongbing Red Arrow (000519) released a performance forecast on the evening of June 30. It is expected that the net profit attributable to the parent company for the first half of 2022 will be 665 million yuan-715 million yuan, year-on-year. Growth 103.41%-118.71%. During the reporting period, the prosperity of the superhard materials industry continued to be high, and industrial diamonds and lab-grown diamonds were still in a phase of booming production and sales. The company adheres to the goal of meeting market demand, ensuring overall supply, and ensuring the overall stability of the market, and has achieved sustained growth in the company's benefits.
Midland New Materials: Net profit in the first half of the year is expected to increase by 673%-828%
Midland New Materials (300586) released a performance forecast on the evening of June 30. It is expected that the net profit attributable to the parent company for the first half of 2022 will be 175 million yuan-210 million yuan, year-on-year. An increase of 673%-828%. The large increase in performance is mainly due to the fact that the company actively carries out various tasks in accordance with the annual business plan, is market-oriented, promotes product production in an orderly manner, further strengthens market sales and promotion work, and achieves a good growth trend in operating performance. During the reporting period, the impact of non-recurring gains and losses on the net profit attributable to shareholders of the listed company is expected to be approximately RMB 4.2 million to RMB 6 million.
Meijin Energy: Net profit in the first half of the year is expected to increase by 4%-44%
Meijin Energy (000723) released a performance forecast on the evening of June 30. It is expected that the net profit attributable to the parent company for the first half of 2022 will be 1.3 billion-1.8 billion yuan, a year-on-year increase 4.08%-44.11%. Affected by the international situation, the price of coal and coke products in the first half of 2022 showed an upward trend compared with the same period last year. The company seized market opportunities and made every effort to ensure the smooth operation of production and operations. At the same time, the company's wholly-owned subsidiary Shanxi Meijin Huasheng Chemical New Materials Co., Ltd.'s chemical production projects with an annual output of 300,000 tons of ethylene glycol and 155,000 tons of LNG have all been put into production, contributing new growth points to the company.
Refinancing
Cambrian: It is planned to raise no more than 2.65 billion yuan in additional funds for advanced process platform chip projects, etc.
Cambrian (688256) announced on the evening of June 30 that the company plans to issue stocks to specific targets to raise a total of no more than More than 2.65 billion yuan, after deducting issuance costs, is planned to be invested in advanced process platform chip projects, stable process platform chip projects, general intelligent processor technology research and development projects for emerging application scenarios and to supplement working capital.
Cambrian: It plans to raise no more than 2.65 billion yuan in additional funds for advanced process platform chip projects.
Cambrian (688256) announced on the evening of June 30 that the company plans to issue stocks to specific targets to raise a total of no more than 2.65 billion yuan. Yuan, after deducting issuance costs, plans to invest in advanced process platform chip projects, stable process platform chip projects, general intelligent processor technology research and development projects for emerging application scenarios and to supplement working capital.
Equity changes
Dongbai Group: Transfer of 100% equity of Jiaxing Daen completed delivery
Dongbai Group (600693) announced that in May, the company transferred 3 logistics project companies to a wholly-owned subsidiary of Link Real Estate Fund, 3 One of the project companies, 100% equity of Jiaxing Daen, was completed recently. The company received an equity transfer payment of 493 million yuan, increasing the net profit for the current period by 88 million yuan. Pingtan Ruizhi Investment Management Co., Ltd., a wholly-owned subsidiary of the company, will continue to provide operational management services to Jiaxing Daen and collect relevant management fees.
China General Nuclear Technology: Plans to purchase 100% equity of Beigu Technology for 642 million yuan. Stock resumption
China General Nuclear Technology (000881) announced on the evening of June 30 that the company plans to purchase 100% equity of Beigu Technology by issuing shares, with a transaction price of 642 million yuan. . Through this transaction, the company has added instrumentation and solutions, information system integration business to its original business, and its nuclear technology application business has expanded to nuclear instrumentation, safety inspection and other fields. The company's shares will resume trading on the morning of July 1 when the market opens.
Xizi Clean Energy: Plans to acquire 14% stake in Hepu Energy for RMB 190 million
Xizi Clean Energy (002534) announced on the evening of June 30 that the company plans to invest RMB 190 million and acquire 14% of Hepu Energy Environmental Technology Co., Ltd. equity. This transaction will promote the application of the company's molten salt energy storage technology and solutions in the field of thermal power flexibility transformation and establish first-mover advantages in the market.
Changying Credit: China CITIC Bank acquired 25.75% of the company's shares and became the largest shareholder
Changying Credit (002664) announced on the evening of June 30 that CITIC Bank had obtained 104 million shares of the company through a court ruling, accounting for the total number of listed companies. 25.75% of the share capital, becoming the largest shareholder of the listed company. This change in equity will result in a change in the company's largest shareholder, but will not result in a change in the company's control. The company's actual controller is still Yin Xingman.
Shareholders increase or decrease their holdings
Sanchao New Materials: Shareholders plan to reduce their holdings by no more than 6% of their shares
Sanchao New Materials (300554) announced that major shareholder Liu Jianxun plans to reduce his holdings of the company’s shares through centralized bidding transactions and block transactions. The number of shares held shall not exceed 5.6168 million shares, which shall not exceed 6% of the company's total share capital.
Songzhi Shares: The company’s directors and senior executives reduced their holdings by a total of 609,500 shares
Songzhi Shares (002454) announced that due to personal financial needs, the company’s Vice Chairman and President Ji Ankang and Vice President Huang Guoqiang reduced their holdings in total on June 29 The number of shares held by the company without selling restrictions is 609,500, accounting for 0.0970% of the company's total share capital.
Binhai Energy: Shareholders plan to reduce their holdings by no more than 5% of their shares
Binhai Energy (000695) announced on the evening of June 30 that shareholder Tianjin TEDA Investment Holding Co., Ltd. plans to reduce its holdings within 6 months after 15 trading days from the date of the announcement. The reduction of the company's shares by centralized bidding or block trading shall not exceed 11.1074 million shares (not exceeding 5% of the company's total shares).
New Kaiyuan: The controlling shareholders are expected to reduce their holdings by no more than 0.41% of the shares.
New Kaiyuan (300109) announced on the evening of June 30 that the company’s controlling shareholder, one of the actual controllers and director Ren Dalong, director Yang Hongbo, senior managers Zou Xiaowen, Due to personal capital needs, Wang Shigang and Xing Xiaoliang plan to reduce their holdings of some of the company shares through centralized bidding or block transactions. The total number of shares planned to be reduced this time will not exceed 1.368 million shares, which is no more than 0.41% of the company's total share capital.
Chengdu Pioneer: Plans to repurchase shares for 20 million yuan to 30 million yuan
Chengdu Pioneer (688222) announced on the evening of June 30 that the company plans to repurchase shares for 20 million yuan to 30 million yuan, which will be used for employees at an appropriate time in the future. Stock ownership plan or equity incentive. The repurchase price shall not exceed 21.788 yuan/share. The company announced on the same day that it plans to jointly invest in the establishment of Chengdu Xian Derivatives Technology Co., Ltd. with related parties Juzhi Science and Technology and Hainan Feng Yixing to focus on the project development of nucleic acid drugs and related technology research and development. The registered capital of the joint venture is 10 million yuan, of which the company contributes 4 million yuan, accounting for 40% of the total registered capital.
Important Announcement
Cangzhou Dahua: R&D and production of brominated PC product
Cangzhou Dahua (600230) announced that the company's high molecular weight brominated PC product has successfully completed a commissioning test recently. The production of high molecular weight brominated PC made the company the first domestic enterprise to produce high molecular weight brominated PC through continuous production.High molecular weight brominated PC has good flame retardancy and can be widely used in film, modification, home appliances, automobiles, OA offices and other fields. The synthesis stage is affected by the steric hindrance of bromine, making it difficult to prepare and the technical threshold is high.
Zangge Mining: The actual controller Xiao Yongming committed the crime of illegal mining. The company’s production and operations are normal
Zangge Mining (000408) announced that the company recently received the "Criminal Judgment" provided by the actual controller Xiao Yongming and learned that the case involved has been The Chengxi District People's Court of Xining City heard the case in accordance with the law and made the following criminal verdict: The defendant Xiao Yongming was guilty of illegal mining and was sentenced to three years in prison, suspended for four years, and fined two million yuan. The illegal income of 294 million yuan returned by Shanghai Hongzhu Materials Co., Ltd., which was seized by the defendant Xiao Yongming, was confiscated by the seizure authority in accordance with the law and turned over to the state treasury. The judgment of the case involving the actual controller Xiao Yongming does not involve the company and will not have a significant impact on the company's production and operation.
Hanrui Cobalt: Termination of the planned issuance of H shares
Hanrui Cobalt (300618) announced that based on the environmental changes in the current capital market, taking into account the company's current actual operating conditions and the company's business development plan, the company has decided to terminate Matters related to planning for the issuance of H shares and listing on the Main Board of The Stock Exchange of Hong Kong Limited.
Superstar Technology: Plans to issue depositary receipts and terminate H-share listing
Superstar Technology (002444) announced that the company plans to issue global depository receipts (Global Depository Receipts, "GDR") overseas and list them on the Swiss or London Stock Exchange. At the same time, the company decided to terminate the issuance of overseas listed foreign shares (H shares) and list them on the Stock Exchange of Hong Kong Limited.
Yankuang Energy: Plans to invest 861 million yuan to increase the capital of Energy Building Shanghai Company
Yankuang Energy (600188) announced on the evening of June 30 that it plans to invest 861 million yuan to increase the capital of Energy Building Shanghai Company, a wholly-owned subsidiary of the company's controlling shareholder Shandong Energy . After the capital increase, the company holds 75% of its equity and Shandong Energy holds 25% of its equity.
Luzhou Laojiao: Except for a few areas, the consumer transaction price of Guojiao 1573 nationwide has exceeded one thousand yuan
Luzhou Laojiao stated in the disclosed investor relations activity record that the wholesale market price does not represent the consumer transaction price. Currently, except for Except for a few areas where the market pace has lagged due to the impact of the epidemic, the transaction price of Guojiao 1573 consumers across the country has exceeded 1,000 yuan, and the price is relatively stable. Guojiao 1573 and Wuliangye both entered the thousand-yuan price range.
Rip Bio: It is accelerating the registration of pet vaccines
Rip Bio stated in the disclosed investor relations activity record that currently, cat triple vaccine and canine quadruple vaccine have successively received clinical approvals. The company is in production lines, production process technology, etc. We have made corresponding reserves and are accelerating the registration of pet vaccines; the canine parvovirus antiserum expected to be launched this year will provide new growth points for the company's pet sector performance. This year, the poultry vaccine segment has launched a new French inactivated vaccine and a new two-combination heat-resistant protective agent live vaccine, bringing new growth points to the company's poultry vaccines; in addition, a live waterfowl flavivirus vaccine will be launched this year.
Yi'an Technology: The liquid metal locks produced by the company have been used in new energy vehicles
Yi'an Technology stated on the interactive platform that the liquid metal locks produced by the company have been used in new energy vehicles.
HNA Technology: Plans to purchase 6 bulk cargo ships for US$106 million
HNA Technology (600751) announced on the evening of June 30 that the company or its subsidiaries plan to use US$106 million (or equivalent in RMB) of its own funds to invest in the transaction The other party purchased 6 bulk cargo shipping ships. After the transaction is completed, the company's total shipping capacity will reach 9 ships, with a deadweight of approximately 750,000 tons.
