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 one: MiniLED helps in the automotive display war, and explosive growth in industry demand is expected!
In the second half of the year, a number of new energy vehicles equipped with Mini LED screens will be officially delivered to customers, including Ideal L9, Cadillac LYRIQ, third-generation Roewe RX5 and Feifan R7, etc. The industry believes that vehicle-mounted displays are developing in the direction of large-screen, multi-screen, high-definition, interactive, multi-format, etc. Vehicle-mounted displays have become an important means for new car-making forces to enter the high-end market, and have also become a major vehicle manufacturer. Enterprises attract consumers' hardware support through in-vehicle intelligence and entertainment functions. New generation display technologies such as MiniLed are becoming the focus of industry competition. Industry leaders are widely favored by the market, and the demand for the display industry will usher in explosive growth.
Message nature: short-term
Outbreak intensity: ★★★
Related companies: Jufei Optoelectronics (300303), Longli Technology (300752), Huacan Optoelectronics (300323), Bomin Electronics (603936), etc.
Shocking news 2: The increase in the penetration rate of new energy vehicles and has driven the demand for automotive PCBs to explode. These two companies are accelerating their layout!
In June, the domestic new energy vehicle market has returned to the upward trend before the epidemic, and the delivery volumes of many car companies have reached record highs. As the penetration rate of new energy vehicles continues to increase, ADAS continues to upgrade, and smart cockpit applications become more and more abundant, the usage of bicycle PCBs continues to increase. The value of bicycle PCBs has also surged from RMB 400 for traditional fuel vehicles to RMB 2,000-3,000 for smart electric vehicles. The automotive PCB market has continued to improve since this year. Many PCB manufacturers have increased their investment and layout in the new energy vehicle market. Driven by the explosion of the new energy vehicle market and coupled with the background of falling costs, the demand for automotive PCBs is expected to usher in a new era. break out.
Message nature: short-term
Explosion intensity: ★★★
Related companies: Kexiang Co., Ltd. (300903), Sihui Fushi (300852), Hongxin Electronics (300657), Chongda Technology (002815), etc.
Breaking News 3: The United States may cancel some of its additional tariffs on China this week, and companies with a high proportion of exports to the United States are expected to benefit!
According to media reports, as the mid-term elections are approaching, U.S. President Biden is eager to take various measures to curb severe domestic inflation, and canceling the additional tariffs imposed on China has become one of the important options. The tariffs imposed by former US President Trump on Chinese goods in 2018 will expire on July 6 and August 23 this year. This will be an important milestone for the United States to cancel the additional tariffs imposed on China. In this regard, some organizations said that under the current background of high raw material and shipping prices, tariff exemptions can alleviate the cost pressure of companies exporting to the United States and improve profitability. Companies with a high proportion of exports to the United States are expected to benefit.
Message nature: short-term
Outbreak intensity: ★★★
Related companies: Jiuqi Shares (300994), Biyi Shares (603215), Zhejiang Yongqiang (002489), etc.
Shocking news 4: The International Energy Agency stated that global nuclear power capacity needs to be doubled!
The International Energy Agency (IEA) recently pointed out that in order to achieve the goal of net-zero carbon emissions and ensure energy independence, global nuclear power capacity needs to double in the next thirty years. In this regard, some organizations believe that under the background of "carbon peaking and carbon neutrality", advancing nuclear power construction in an orderly and steady manner is still my country's basic strategy, and the safe and efficient development of nuclear power is inevitable for fully entering the era of clean energy. choose. With the resumption of approval for nuclear power construction in my country, the industry will usher in accelerated development.In the "14th Five-Year Plan" and medium- and long-term plans, nuclear energy has a clearer positioning and a more prominent role in my country's clean and low-carbon energy system.
Message nature: short-term
Explosion intensity: ★★★
Related companies: Wall Nuclear Materials (002130), CNNC (000777), China Nuclear Construction (601611), Jiangsu Shentong (002438), etc.
Breaking News 5: The Ministry of Housing and Urban-Rural Development and the China Development Bank have joined forces to provide policy support for county environmental protection infrastructure again!
The Ministry of Housing and Urban-Rural Development and China Development Bank recently jointly issued the "Notice on Promoting Development Finance to Support the Construction of County Domestic Waste and Sewage Treatment Facilities", which proposes to support the construction and operation of county domestic waste collection, transportation and treatment facilities. In this regard, some institutions said that in the short term, under the background of stabilizing growth and expanding domestic demand, the water industry has strong policy support and is expected to usher in new incremental development opportunities; waste incineration, as the main terminal disposal method, has been In the future, production capacity will expand rapidly, and operational quality improvement will become an industry theme under the background of subsidy reduction; hazardous waste resource recycling business model is excellent, in line with the theme of sustainable development and dual carbon goals, and high-quality enterprises will obviously benefit.
Message nature: short-term
Outbreak intensity: ★★★
Related companies: Hanlan Environment (600323), Jiuwu Hi-Tech (300631), Wanbangda (300055), TusEnvironment (000826), Fulongma (603686) ), Safran Water (300262), etc.
【Company Announcement/Company Trends】
China Fortune Land Development (600340) has signed a contract to realize a debt restructuring amount of 118.6 billion yuan.
The subsidiary of Minde Electronics (300656) plans to purchase 6-inch wafer production line equipment for a total of 518 million yuan.
Huarong Chemical, a holding subsidiary of Ruitai New Materials (301238), signed a sales agreement with FREYR to supply lithium-ion battery electrolyte products to FREYR from 2023 to 2028, with a total amount of approximately US$526 million, or approximately RMB 3.419 billion.
Jiangsu Jiutian, a subsidiary of Dongfang Electric Heating (300217) Company, has the leading edge in pre-nickel plating technology, which can be used in the production of steel shell materials for power lithium batteries. At present, the monthly orders on hand are about 300 tons, and the work related to the pre-nickel-plated battery steel base strip project with an annual output of 20,000 tons is actively advancing. If it can be completed and put into production in the first half of next year, the market demand is strong, and the annual output is expected to exceed 15,000 tons. .
Changying Xinzi (002664) currently has specific customers in its new energy business cooperation units, BYD , UMC , Weixiaoli, Geely , Shanghai Electric Drive, Dongfeng Electric Drive, etc. At present, the company's new energy-related business orders on hand are still very sufficient. In order to better match the company's strategic development plan and main business, the company will choose the opportunity to plan a name change.
[Institutional seats/Northbound funds/ hot money ]
Institutional funds bought in a single day (10 million+): Zhenbang Intelligent 003028, automotive thermal management + robots + energy storage, 3 institutions bought 52.91 million, which was yesterday’s institution The stock with the most net purchases is . Novogene 688315, gene sequencing, 4 institutions bought 30.17 million, accounting for 22.77%. It was the stock with the largest net buying share of institutions yesterday.
Institutional funds continued to buy (10 million+) within 10 days: Huaru Technology 301302, Military Electronics, from July 1st to July 4th, institutional funds made two net purchases, with a net purchase of 28.84 million on July 4th. A slight increase from before.
Institutional funds sectoral position adjustment: On Monday, institutions net bought 8 stocks with more than 10 million yuan, and sold 8 stocks with net sales of more than 10 million yuan. Compared with last Friday's data, the market continued to fluctuate around 3,400 points. Institutional buying remained unchanged, but selling increased significantly, eventually forming a balanced situation of inflows and outflows. From the perspective of sector capital flow, among the main hot spots, the main institutions of photovoltaics and reserve institutions concentrated on adding positions, while robots, wind power, and rare earths were increased by institutions in small quantities; the main institutions of pork and automobile thermal management had internal disagreements, among which the disagreements on pork were serious, and there were a few Net outflow; lithium batteries, silicone , and auto parts were reduced to a small amount.Among non-mainline hotspots, gene sequencing, military electronics, and power grid equipment were slightly increased in positions; vanadium batteries , fluorine chemicals, and semiconductors were slightly reduced in positions. Pork, which rose sharply that day, and semiconductor , which fell sharply, were both slightly reduced by institutions.
Northbound funds bought in a single day (50 million+): The net inflow of northbound funds in a single day was 4.501 billion yuan, and the net inflow in the past month was 68.530 billion yuan. Kweichow Moutai , Midea Group , and Tianqi Lithium had net purchases of 603 million yuan, 529 million yuan, and 513 million yuan respectively. Hengrui Medicine ranked first in net sales, with an amount of 605 million yuan.
Hot money tycoons focus on sniping: Leader Zhang: Net sales of 19.08 million Harbin Intelligent Technology ; operator Xinyi: Net sales of 22.46 million Xingmin Zhitong; Chen Xiaoqun: Buying 31.78 million and selling 71.87 million Julu Intelligent ; Net sales of 10.02 million Yuanda Intelligent; Yitian Road: Harbin Industrial Intelligent bought 24.58 million and sold 9 million.
[News changes/fund changes]
Over the past week, Jingyang’s “ A-share hot news” stock collection:
This Monday’s “A-share hot news”: Shandong Zhanggu (002598), Ronglian Technology (002642) ), Zhijiang Biotechnology (688317), Puli Pharmaceutical (300630), Shuoshi Biotechnology (688399), Huaren Pharmaceutical (300110), Tongwei Co., Ltd. (600438), Huayi Technology (688071) , Dailer new material (300700), good and exciting, strong rise! Dawn Shares 002838 and Fengyuan Shares 002805, the main force pushed up, reaching the daily limit strongly!
Last Friday’s “A-share news”: Power Diamond (301071), Sinomach Seiko (002046), Desai Battery (000049), good news and stimulus, strong rise!
Last Thursday's "A-share news": Panzhihua Iron and Steel Vanadium Titanium (000629), good news and excitement, strong rise! Julu Intelligence, hot money sniper, strong rise!
Last Wednesday, "A-share news": Xiangxin Technology (002965), good news and stimulus, strong rise! Aonong Bio, hot money sniper, strong rise!
Last Tuesday's "A-share news": Derun Electronics (002055), good news and excitement, strong rise! Corun 600478, the main force pushed it up, and it rose strongly!
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