Focus on the A-share market daily news, pointing out the investment direction for 200 million retail investors! Before reading the main text, you must know one thing: few main funds will be so stupid that they will push the stock price straight to the daily limit as soon as the positive news is released. So please be patient and let the positive news fly for a while. Maybe you will find out whether it is not The same investment opportunity!
【Comments on good news about industry/sector/theme concepts】
Sharp news: Muyuan shares html earned 100 million in 28th! Pig companies' profits will recover rapidly in the third quarter!
Event: As of September 8, many listed pig companies have disclosed their August sales briefings. Compared with the same period last year, listed pig companies have shown a trend of both volume and price increase, among which Muyuan shares' profit in August is expected to exceed 3 billion yuan , can be said to be "making 100 million a day".
Comment: With the start of a new round of pig cycle, the inventory of pig companies will gradually rebound in the second half of this year. However, with the support of current high meat prices, pig companies' profits will be released quickly! According to institutional forecasts, the net profits of many listed pig companies will increase by more than 4 times next year, and in the third quarter of this year, it will become the turning point for pig companies’ financial reports! Although the fundamental turning point is relatively certain, there is still little institutional funding in the breeding industry during this period.
Nature of the message: mid-line
The explosion intensity: ★★★
Related companies: Tiankang Biological (002100), New Hope (000876), Zhengbang Technology (002157), Tianbang Food (0000 Food (0000 Food (000) 2124) etc.
Sharp information 2: Japanese semiconductor material major manufacturer Showa Dento revealed that the demand for silicon carbide power devices has increased sharply!
Event: According to media reports, Showa Dento, a major semiconductor material manufacturer in Japan, recently announced that its 8-inch SiC epitaxial wafer of silicon carbide (SiC) power semiconductors has begun to ship samples, and demand from electric vehicles and renewable energy fields has increased sharply. .
Comment: Compared with traditional semiconductors, the energy loss of third-generation semiconductors is much smaller and is not easy to generate heat. At present, many car companies in my country have equipped silicon carbide modules, and the entire industrial chain will usher in an accelerated explosion! In this regard, some institutions predict that in the next 5-7 years, the market size of the third-generation semiconductor market of automotive grade will soar from less than US$700 million last year to US$5 billion, which shows the growth rate!
Message nature: long-term
Explosion intensity: ★★★
Related companies: Luxiao Technology (002617), Star Semiconductor (603290), Sanan Optoelectronics (600703), etc.
Sharp news: The China Passenger Car Association disclosed that the penetration rate of new energy vehicle retail in August has approached 30%!
Event: Data from the China Passenger Car Association showed that the retail sales of new energy passenger cars in August reached 529,000 units, an increase of 111.2% year-on-year. In terms of penetration rate, the domestic retail penetration rate of new energy vehicles has reached 28.3%.
Comment: This data shows that the month-on-month growth of new energy vehicle sales in August exceeded expectations. The main reason is that local governments strongly encourage new energy vehicle consumption, which has made the entire market less light in the off-season. Looking ahead to September, the China Passenger Car Association pointed out that although there is still uncertainty in the domestic epidemic, it is expected that production and sales will achieve high year-on-year growth in September, which can achieve a good situation of "Golden September and Silver October".
Nature of the message: mid-line
Explosion intensity: ★★★
Related companies: Changan Automobile (000625), Cialis (601127), etc.
Sharp news 4: The European energy crisis stimulated many EVA companies to raise their quotations, and the industry will continue to have a high prosperity!
Event: This week, many EVA companies have raised their price quotations for photovoltaic material brands, and the price turning point of photovoltaic EVA resin has emerged. For film companies, the production of components in September increased by about 10% month-on-month, which will also drive the increase in film production, and the single-level profit of film is expected to be restored.
Comment: At present, the European energy crisis has exacerbated the shortage of EVA supply in Europe, pushing up the price of EVA. At the same time, downstream photovoltaic demand is highly certain. my country's photovoltaic-grade EVA import dependence exceeds 60%, so the rise in European EVA prices will also be transmitted to the domestic market.According to industry institutions, in the next two years, my country's photovoltaic-grade EVA will continue to be tight in supply, and it is even the most scarce link in the entire industrial chain!
Nature of the message: long-term
Explosion intensity: ★★★★
Related companies: Lianhong Xinke (003022), Oriental Shenghong (000301), etc.
Super news 5: digital currency major event! Central Bank affirms digital RMB to achieve phased results!
Event: Yesterday, Fan Yifei, Vice Governor of the People's Bank of China, said that at present, the People's Bank of China has achieved phased results in the construction of the digital RMB ecosystem. Practice has proved that the "dual-layer operation" architecture is the best solution to build an open digital RMB ecosystem. It has been widely learned by central banks of various countries.
Comment: As a public product provided by the central bank to the people, the RMB is a major innovation and upgrade of the central bank's monetary payment system. It is not only the integration of legal currency and broad consumption scenarios, but also a comprehensive integration with the digital infrastructure of the entire social system, such as the digitalization of the commodity supply chain, logistics distribution, and information security.
Nature of the message: short-term
The explosion intensity: ★★★
Related companies: Dongxin Heping (002017), Beijing North (002987), New World (000997), etc.
【Company Announcement/Company News Comments】
Shuangliang Energy Saving (600481) plans to establish Shuangliang Crystal Silicon New Materials Co., Ltd. for 2 billion yuan to invest in the construction of a 50GW large-size single crystal silicon crystal pull project. Financial report data shows that the company's revenue last year was 3.8 billion, and the project accounted for more than 50% of the revenue last year. In the past year, the company's silicon material orders have been quite generous, which will lay the foundation for the accelerated release of future performance.
The actual controllers of Ningbo Jingda (603088) Zheng Liangcai and Zheng Gong plan to transfer 100% of the equity of Ningbo Chengjing Holdings to Ningbo Tongshang Group. After this transaction, the company's controlling shares will remain unchanged, but the actual controller will become Ningbo State-owned Assets Supervision and Administration Commission. Ningbo State-owned Assets’ subsequent asset operation plan is still unknown, but the latest financial report shows that the company’s net profit in the second quarter increased by 143% year-on-year.
China Tianying (000035) signed a strategic agreement with the Tongliao Municipal People's Government and others to invest 60 billion yuan to build a tens of millions of kilowatt-level integrated zero-carbon industrial park for wind, light, hydrogen and ammonia storage. In addition, we will jointly build the zero-carbon industrial equipment manufacturing center, focusing on building the North zero-carbon equipment manufacturing center for gravity energy storage, green hydrogen, green ammonia, and biomass, with a total investment of 10 billion yuan. It is worth noting that before its listing, China Tianying had a snake-swallowing elephant-like asset restructuring. The company's total market value is only 16 billion yuan, and its revenue last year was only 20 billion yuan, so this large investment attracted much attention from the market! In terms of institutions, they are also optimistic about China Tianying. The several recent research reports of securities companies have been purchased and highly recommended. I just don’t know if this big investment will attract the attention of regulators.
Guocheng Mining (000688) plans to establish a wholly-owned subsidiary, Guocheng Herong New Energy Technology Co., Ltd., with a registered capital of 1 billion yuan, aiming to lay out related businesses in emerging industries such as new energy and new materials to effectively implement the company's development strategy planning. The company's financial report shows that its revenue last year was 1.7 billion, and this investment accounted for nearly 60% of its revenue last year, which can be regarded as a major project investment. The company's operations have been relatively stable in recent years, and the project may bring incremental performance to the company.
[Institutional seats/northward funds/ hot money trends]
Institutional funds are bought in a single day (10 million+): Guangdong Power A000539, traditional power + photovoltaic + wind power, 3 institutions buy 1 company Institutional sells, institutional net Buying 103.22 million is the stock that institutions bought the most net purchases yesterday. Zhejiang Xiantong 603239, auto parts, 2 institutions bought 34.42 million yuan, accounting for 25.06%, which was the stock with the largest proportion of net purchases in institutions yesterday.
Institutional funds are continuously purchased within 10 days (10 million+): Shanghai Harbor 605598, professional engineering, from September 7 to September 8, institutional funds were purchased twice, and net purchases were 21.21 million on September 8, which is more than A slight increase before.
Institutional capital sector adjustment: On Thursday, institutions bought 11 stocks with net purchases of more than 10 million and sold 12 stocks with net purchases of more than 10 million. Compared with Wednesday's data, institutional seat buying contracted slightly, selling increased significantly, and institutional capital inflows remained basically the same. From the perspective of sector capital flow, among the recent main hotspots, photovoltaics, automotive parts, and port shipping have been slightly increased; communication equipment, air energy heat pump, , semiconductor components, chip concepts, etc. have been slightly reduced. It is not difficult to find that although institutional funds are not weak in buying, their participation in recent main hot spots has been significantly reduced, indicating that the main funds have not found a clear target for sniping. Among the non-main hotspots, China-Russia trade, natural gas , film and television media, etc. were increased in a small amount; chemical products were reduced in a medium amount, civil explosives, water conservancy, satellite navigation, hydrogen energy, mobile games, real estate development, pre-made vegetables, etc. were reduced in a small amount. Reduce positions. Among the post-epidemic themes of the large-scale rise on Thursday, there are still no traces of institutional funds in tourism, hotels, catering, airports, shipping, etc.; while the natural gas that fell sharply on the same day was low-collected by institutions to buy at the bottom of .
Trend of northbound funds: Net inflows of northbound funds in a single day are -87 million, and net inflows of -5.567 billion yuan in the past month. China Merchants Bank , CATL , and Kweichow Moutai were net sold for 278 million yuan, 248 million yuan and 229 million yuan respectively. Zijin Mining net purchase amount ranked first, with an amount of 572 million yuan.
The hot money boss focused on sniping: Fang Xinxia : Net purchase of Ankai bus of 137 million, net sale of 31.45 million, net sale of Jiufeng Energy; stock trading support family: net sale of 19.44 million, net sale of Delong Huineng, net purchase of 17.95 million, net sale of Poly United; Little Crocodile: A net purchase of 13.35 million Shanghai Harbor on the 3rd; Shangtang Road: A net purchase of 32.04 million Jinaobo; Liyang Road : A net purchase of 10.46 million Jiadian shares; Fang Xinxia: A net purchase of 138 million Ankai bus.
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