News Express
1. State Council Standing Committee: Decision to approve the nuclear power project of Fujian Zhangzhou Phase II and Guangdong Lianjiang Phase I. Requirements to ensure absolute safety
The State Council Executive Meeting was held to deploy further measures to stabilize foreign trade and foreign investment, and help the economy consolidate the foundation for recovery. We will speed up the establishment of a number of new cross-border e-commerce comprehensive pilot zones and support overseas warehouses with greater strength. Improve the efficiency of port collection and distribution and ensure the stability of the industrial chain and supply chain. Promote the implementation of key foreign-invested projects as soon as possible. It was decided to approve the nuclear power project of Zhangzhou, Fujian and Lianjiang, Guangdong, and ensure absolute safety.
Comment: Under the conditions of carbon neutrality, the market space for nuclear power is broad. The nuclear power industry chain has ushered in a good opportunity to make plans, and nuclear power stocks are expected to take off.
2. Many state-owned banks lowered their personal deposit interest rates from September 15
According to the Securities Times, many state-owned banks have adjusted their personal deposit interest rates again since September 15, and interest rates of multiple varieties, including current deposits and fixed deposits, have been fine-tuned to different extents. Among them, the interest rates of three-year fixed deposits and large-denomination certificates of deposit were lowered by 15 basis points. This is the deposit interest rate has also been adjusted after the asymmetric reduction of the loan quotation rate (LPR) in August.
3. Ministry of Housing and Urban-Rural Development: From the perspective of incremental perspective, we are still in a period of rapid urbanization development
Ministry of Housing and Urban-Rural Development spokesperson Wang Shengjun said at a press conference on the 14th that when talking about the next step of housing and urban-rural construction, from the perspective of incremental perspective, it should be said that we are still in a period of rapid urbanization development. The number of new urban populations in cities is increasing by tens of millions every year, and correspondingly, the number of demand for urban housing, infrastructure, and public service facilities will bring a lot of demand. From the perspective of stock, our city has entered an important period of urban renewal of . The task of renovating old communities, filling in urban infrastructure, and updating and renovating is also very large. If we add the incremental and existing urban construction, if we add our rural construction, it should be said to be a considerable scale.
4. Guangzhou relaxes the price limit policy. The registration price of new houses can be increased by 10% or lower by 20%
There is a market news that Guangzhou has made dynamic adjustments to the registration price of new projects. The "one house, one price" has been adjusted from the original floating 6% of the average price of buildings to 10% or lower by 20% of the average price of buildings. The average price of buildings cannot exceed the average price of the project. In this regard, people familiar with the matter confirmed that the news is true, and relevant departments in Huangpu District have organized a meeting of real estate companies to communicate.
Comment: "One house, one price" is essentially to limit the rise in housing prices and guide developers to price reasonably and market expectations. Adapt to the market pattern when market sentiment is strong, price increases are strong, and there are many investors. But now, the real estate market has a bit of the seller market , so the policies have also adjusted and changed.
5. The Hong Kong Stock Exchange plans to modify the rules to give a green light to the listing financing of specific large technology companies
A spokesperson for the Hong Kong Stock Exchange told Cailianshe on the 14th that the Hong Kong Stock Exchange is studying to add a new chapter to the listing rules to meet the listing financing needs of large technology companies that are still in the early stages of product commercialization. Previously, foreign media reported that the Hong Kong Stock Exchange is considering lowering the revenue threshold for hard technology companies' IPOs.
Comment: Not only listed companies, but also major exchanges. There are only a few high-quality unlisted companies. You can grab them on major exchanges, I will grab them on them, and everyone will grab them. The Hong Kong Stock Exchange made a mistake in making a big move and developed a tailor-made listing policy for hard technology companies it recognizes. This policy may become a "turning point in the fate of the Hong Kong Stock Exchange."
6, ST Shuguang: Apply for stock trading suspension verification
ST Shuguang announced that the company's stock price has increased significantly recently, and it has repeatedly touched abnormal fluctuations in stock trading during this period. The company's stock has a cumulative increase of 124.93% from August 12, 2022 to the closing on September 14, 2022, of which the daily limit was hit on 18 trading days. At the same time, given that the actual controller of the company cannot get in touch, the specific situation needs further verification and confirmation. In order to protect the interests of investors, the company will verify the fluctuations in stock trading and the specific circumstances of the company's actual controller. Upon application by the company, the company's stock will be suspended from trading since the opening of the market on September 15, 2022, and will resume trading after the disclosure verification announcement.
Comment: Recently, A shares lacks mainstream themes for playing the board. Funds are moving around the secondary new stocks and ST sectors. As the leader in the ST sector, ST Shuguang was locked up in a small black room, and the market's short-term popularity has shrunk again.
7. Northbound funds sold a net sale of 1.414 billion yuan on Wednesday Sungrow Power net purchases ranked first
Northbound funds sold a net sale of 1.414 billion yuan on Wednesday. CATL , China Merchants Bank , and Tiger Pharmaceutical received net sales of 540 million yuan, 428 million yuan and 293 million yuan respectively. Sungrow Power's net purchase amount ranked first, with an amount of 151 million yuan.
overnight external
US stock : weighed the impact of CPI data, but the two consecutive declines in PPI data caused a slight breathing in inflation pressure. US stocks closed slightly higher, Nasdaq rose nearly 100 points; technology stocks most rose, Shang Multiplier Technology rose 311.78% to close at $189.42, triggering circuit breakers 11 times during the session; New York gold closed at $1,709.10, the lowest closing since July 20; New York crude oil rose 1.3% to close at $88.48, the highest level since August 31, and 1 natural gas rose 10% to $9.114. Major European markets generally fell, with Germany's DAX30 falling 1.17%; UK's FTSE 100 falling 1.47%.
Market Strategy
Affected by the sharp drop in US stocks, A-share indexes opened low and fluctuated, with a small overall decline. The US CPI data in August exceeded expectations, and there is no suspense about the Federal Reserve's continued aggressive rate hikes in . With the plunge of US stocks, its rebound has basically ended. If the negative breaks again, a new round of decline will start, and the previous low will be broken. A-shares have temporarily shown resistance, and there may be fluctuations in the short term. The stock index may continue to try to fill the gap above, but it is still not optimistic in the medium term. Judging from the ChiNext Composite Index, it fell below the 6-day low during the session and finally closed back. This is an important support. effectively fell below and announced that this round of rebound was officially over. The market will pay attention to the signal of a medium-long negative break.
Theme Nuggets
Auto Disassembly: According to media reports, the national ecological environment standard "Technical Specifications for Pollution Control of Scrapped Motor Vehicle Disassembly Enterprises" will be officially implemented from October 1, 2022. This standard stipulates the overall requirements for dismantling scrapped motor vehicles, pollution control requirements for enterprise infrastructure and dismantling process, pollutant emission requirements, environmental management requirements, and environmental monitoring and emergency plan requirements for emergencies.
target: Huahong Technology (002645), Chaoyue Technology (301049)
large aircraft: html On the 213th, the first batch of two large parts of the Airbus A321 aircraft arrived at the Airbus assembly line, marking that Asia's only Airbus civil aircraft assembly line (Airbus Tianjin assembly line) will officially start production of the Airbus A321 aircraft. According to the relevant person in charge of Airbus (Tianjin) Assembly Co., Ltd., the Airbus A321 aircraft is the largest member of the A320 series aircraft. It has an extremely spacious cabin in the single-aisle aircraft . The maximum passenger capacity can reach 244 people under a single cabin layout. The operation of this project is another major milestone in the development of by Airbus Tianjin.
target: Boyun New Materials (002297), Chujiang New Materials (002171)
TSN: Recently, the Industrial Internet Industry Alliance of the Ministry of Industry and Information Technology announced the latest "Time-Sensitive Network (TSN) Industry Chain Directory Plan", among which Dongtu Technology just released China's first independently designed TSN chip - KD6530, became the first TSN chip to enter the list. This marks the official entry of domestic chips into the commercial field of TSN, opening the prelude to the large-scale commercial application of domestic TSN, and breaking the long-term monopoly of this field by European and American companies.
News Express
1. State Council Standing Committee: Decision to approve the nuclear power project of Fujian Zhangzhou Phase II and Guangdong Lianjiang Phase I. Requirements to ensure absolute safety
The State Council Executive Meeting was held to deploy further measures to stabilize foreign trade and foreign investment, and help the economy consolidate the foundation for recovery. We will speed up the establishment of a number of new cross-border e-commerce comprehensive pilot zones and support overseas warehouses with greater strength. Improve the efficiency of port collection and distribution and ensure the stability of the industrial chain and supply chain. Promote the implementation of key foreign-invested projects as soon as possible. It was decided to approve the nuclear power project of Zhangzhou, Fujian and Lianjiang, Guangdong, and ensure absolute safety.
Comment: Under the conditions of carbon neutrality, the market space for nuclear power is broad. The nuclear power industry chain has ushered in a good opportunity to make plans, and nuclear power stocks are expected to take off.
2. Many state-owned banks lowered their personal deposit interest rates from September 15
According to the Securities Times, many state-owned banks have adjusted their personal deposit interest rates again since September 15, and interest rates of multiple varieties, including current deposits and fixed deposits, have been fine-tuned to different extents. Among them, the interest rates of three-year fixed deposits and large-denomination certificates of deposit were lowered by 15 basis points. This is the deposit interest rate has also been adjusted after the asymmetric reduction of the loan quotation rate (LPR) in August.
3. Ministry of Housing and Urban-Rural Development: From the perspective of incremental perspective, we are still in a period of rapid urbanization development
Ministry of Housing and Urban-Rural Development spokesperson Wang Shengjun said at a press conference on the 14th that when talking about the next step of housing and urban-rural construction, from the perspective of incremental perspective, it should be said that we are still in a period of rapid urbanization development. The number of new urban populations in cities is increasing by tens of millions every year, and correspondingly, the number of demand for urban housing, infrastructure, and public service facilities will bring a lot of demand. From the perspective of stock, our city has entered an important period of urban renewal of . The task of renovating old communities, filling in urban infrastructure, and updating and renovating is also very large. If we add the incremental and existing urban construction, if we add our rural construction, it should be said to be a considerable scale.
4. Guangzhou relaxes the price limit policy. The registration price of new houses can be increased by 10% or lower by 20%
There is a market news that Guangzhou has made dynamic adjustments to the registration price of new projects. The "one house, one price" has been adjusted from the original floating 6% of the average price of buildings to 10% or lower by 20% of the average price of buildings. The average price of buildings cannot exceed the average price of the project. In this regard, people familiar with the matter confirmed that the news is true, and relevant departments in Huangpu District have organized a meeting of real estate companies to communicate.
Comment: "One house, one price" is essentially to limit the rise in housing prices and guide developers to price reasonably and market expectations. Adapt to the market pattern when market sentiment is strong, price increases are strong, and there are many investors. But now, the real estate market has a bit of the seller market , so the policies have also adjusted and changed.
5. The Hong Kong Stock Exchange plans to modify the rules to give a green light to the listing financing of specific large technology companies
A spokesperson for the Hong Kong Stock Exchange told Cailianshe on the 14th that the Hong Kong Stock Exchange is studying to add a new chapter to the listing rules to meet the listing financing needs of large technology companies that are still in the early stages of product commercialization. Previously, foreign media reported that the Hong Kong Stock Exchange is considering lowering the revenue threshold for hard technology companies' IPOs.
Comment: Not only listed companies, but also major exchanges. There are only a few high-quality unlisted companies. You can grab them on major exchanges, I will grab them on them, and everyone will grab them. The Hong Kong Stock Exchange made a mistake in making a big move and developed a tailor-made listing policy for hard technology companies it recognizes. This policy may become a "turning point in the fate of the Hong Kong Stock Exchange."
6, ST Shuguang: Apply for stock trading suspension verification
ST Shuguang announced that the company's stock price has increased significantly recently, and it has repeatedly touched abnormal fluctuations in stock trading during this period. The company's stock has a cumulative increase of 124.93% from August 12, 2022 to the closing on September 14, 2022, of which the daily limit was hit on 18 trading days. At the same time, given that the actual controller of the company cannot get in touch, the specific situation needs further verification and confirmation. In order to protect the interests of investors, the company will verify the fluctuations in stock trading and the specific circumstances of the company's actual controller. Upon application by the company, the company's stock will be suspended from trading since the opening of the market on September 15, 2022, and will resume trading after the disclosure verification announcement.
Comment: Recently, A shares lacks mainstream themes for playing the board. Funds are moving around the secondary new stocks and ST sectors. As the leader in the ST sector, ST Shuguang was locked up in a small black room, and the market's short-term popularity has shrunk again.
7. Northbound funds sold a net sale of 1.414 billion yuan on Wednesday Sungrow Power net purchases ranked first
Northbound funds sold a net sale of 1.414 billion yuan on Wednesday. CATL , China Merchants Bank , and Tiger Pharmaceutical received net sales of 540 million yuan, 428 million yuan and 293 million yuan respectively. Sungrow Power's net purchase amount ranked first, with an amount of 151 million yuan.
overnight external
US stock : weighed the impact of CPI data, but the two consecutive declines in PPI data caused a slight breathing in inflation pressure. US stocks closed slightly higher, Nasdaq rose nearly 100 points; technology stocks most rose, Shang Multiplier Technology rose 311.78% to close at $189.42, triggering circuit breakers 11 times during the session; New York gold closed at $1,709.10, the lowest closing since July 20; New York crude oil rose 1.3% to close at $88.48, the highest level since August 31, and 1 natural gas rose 10% to $9.114. Major European markets generally fell, with Germany's DAX30 falling 1.17%; UK's FTSE 100 falling 1.47%.
Market Strategy
Affected by the sharp drop in US stocks, A-share indexes opened low and fluctuated, with a small overall decline. The US CPI data in August exceeded expectations, and there is no suspense about the Federal Reserve's continued aggressive rate hikes in . With the plunge of US stocks, its rebound has basically ended. If the negative breaks again, a new round of decline will start, and the previous low will be broken. A-shares have temporarily shown resistance, and there may be fluctuations in the short term. The stock index may continue to try to fill the gap above, but it is still not optimistic in the medium term. Judging from the ChiNext Composite Index, it fell below the 6-day low during the session and finally closed back. This is an important support. effectively fell below and announced that this round of rebound was officially over. The market will pay attention to the signal of a medium-long negative break.
Theme Nuggets
Auto Disassembly: According to media reports, the national ecological environment standard "Technical Specifications for Pollution Control of Scrapped Motor Vehicle Disassembly Enterprises" will be officially implemented from October 1, 2022. This standard stipulates the overall requirements for dismantling scrapped motor vehicles, pollution control requirements for enterprise infrastructure and dismantling process, pollutant emission requirements, environmental management requirements, and environmental monitoring and emergency plan requirements for emergencies.
target: Huahong Technology (002645), Chaoyue Technology (301049)
large aircraft: html On the 213th, the first batch of two large parts of the Airbus A321 aircraft arrived at the Airbus assembly line, marking that Asia's only Airbus civil aircraft assembly line (Airbus Tianjin assembly line) will officially start production of the Airbus A321 aircraft. According to the relevant person in charge of Airbus (Tianjin) Assembly Co., Ltd., the Airbus A321 aircraft is the largest member of the A320 series aircraft. It has an extremely spacious cabin in the single-aisle aircraft . The maximum passenger capacity can reach 244 people under a single cabin layout. The operation of this project is another major milestone in the development of by Airbus Tianjin.
target: Boyun New Materials (002297), Chujiang New Materials (002171)
TSN: Recently, the Industrial Internet Industry Alliance of the Ministry of Industry and Information Technology announced the latest "Time-Sensitive Network (TSN) Industry Chain Directory Plan", among which Dongtu Technology just released China's first independently designed TSN chip - KD6530, became the first TSN chip to enter the list. This marks the official entry of domestic chips into the commercial field of TSN, opening the prelude to the large-scale commercial application of domestic TSN, and breaking the long-term monopoly of this field by European and American companies.
Target: Dongtu Technology (300353), Risdakang (603803)
Announcement Selected
[Major matters]
China Nuclear Power 601985: Fujian Zhangzhou nuclear power project approved
Dongfang Electric Heating 300217: Sign a framework cooperation agreement with Dongshan Precision
5 days 4 board Shanghai Harbor 605598: Overseas operating income accounts for a higher proportion of the company's overall operating income
ST Dawn 600303: Apply for stock trading suspension verification
Zhongbai Group 000759: Sales of imported goods, pre-made vegetables, etc. in the "Belt and Road" account for a small proportion of revenue
Merya 600107: The rumors about the company's "wine companies backdoors" are not true
Global Printing 002799: The rumors about the company's "wine companies backdoors" are not true
Guang Network 600996: The company does not involve "wine companies backdoors, reorganization" related situations
[Mergers and acquisitions]
Tianli Lithium Energy 301152: Plan to use over-subsidized funds to invest in lithium carbonate projects and lithium iron phosphate projects
Dongtu Technology 300353: Plan to raise funds for a fixed increase of no more than 1 billion
[Increase and reduce holdings]
Lizhu Group 000513: Plan to repurchase shares for 400 million to 800 million
Shenkai shares 002278: Shareholders plan to reduce their holdings 6.65% of their holdings
Huayi Technology 688071: Shareholders plan to reduce their holdings 3% of their holdings
Hua Fortune Land Development 600340: The controlling shareholder plans to passively reduce their holdings 2% of their holdings
Debang shares 603056: To sell China Eastern Airlines Logistics not more than 2.55% stock
Meilian New Materials 300586: Shareholders plan to reduce their holdings by no more than 2%
Bethel 603596: Shareholders plan to reduce their holdings by no more than 3% of the company's shares
Jingfang Technology 603005: Shareholders plan to reduce their holdings by no more than 2.41% of the company's shares
Desai Xiwei 002920: Shenhua Investment plans to continue to reduce their holdings by no more than 1.44% of the company's shares
Darui Electronics 300976: Shareholders intend to reduce their holdings of no more than 1%
[Other matters]
Tengda Construction 600512: Winning bid for the landing of the Sanjiang side elevated ramp of Oubei Bridge in Yongjia County Huanjiang Avenue Project
Jibei 688566: Received the chemical raw materials Atenolol Application Approval Notice
Xinpeng Share 002328: The investment project of the subsidiary's investment fund, Weiwan Seal Seal Listing
Baiyunshan 600332: The branch's drug cefpropylene granules passed the consistency evaluation of generic drugs
Sei Ke Steel Structure 600496: Newly signed technology franchise business
China Life 601628: The cumulative original insurance premium income from January to August was approximately 505.4 billion
*ST Colin 002499: There is a risk of change of the company's largest shareholder
China Resources Double Heritage 600062: Ofloxacin sodium chloride injection passed the evaluation of the quality and efficacy consistency of generic drugs
Baiao Chemical 603360: Some production lines have been upgraded and renovated and production is resumed in an orderly manner
Investment port 001872: The total containers in August totaled 11.845 million TEU, a year-on-year decrease of 1.5%
Hengrui Medicine 600276: Obtained the approval notice for clinical trials of HRS-6209 capsules
Zejing Pharmaceutical 688266: Jaketinib hydrochloride tablets were used to treat active ankylosing spondylitis Phase II clinical trials to achieve successful results
Feilong Co., Ltd. 002536: Received the approval for clinical trials of SAIC Group
Jiangsu Sunshine 600220: Received the notice for filing of the China Securities Regulatory Commission
China Southern Airlines 600029: Passenger turnover in August increased by 67.72% year-on-year
Step-change Pharmaceutical 603858: The holding subsidiary obtained the approval for clinical trials of BC008-1A injection drug
Saimo Intelligent 300466: The holding subsidiary signed a contract of 157 million yuan with the First Hospital of China Machinery and China Machinery
Luoyang Glass 600876: It plans to acquire 100% equity of Taiwan Botan Fujian for 422 million yuan
Batian Co., Ltd. 002170: Signing a joint laboratory agreement with Shenzhen Advanced Institute
Laimi Pharmaceutical 300006: Fludarabine phosphate for injection passed the consistency evaluation of generic drugs
Kangtai Biologic 300601: The subsidiary's chickenpox live attenuated vaccine application for production registration was accepted
Huicheng Technology 002168: It plans to sign the investment cooperation agreement for Chongqing Yuxi Science and Technology Industrial Park project
Taihao Technology 600590: The subsidiary plans to introduce strategic investors and employee stock ownership platforms to increase its capital
Meizhi shares 002856: It plans to purchase 51% equity of Jinhong Construction
Nanning Department Store 600712: Rent reduction and exemption for tenants who rent company houses and advertising spaces during the epidemic in 2022
00069: Contract sales amount in August was 5.29 billion
Yak Technology 002409: Signing a sales contract of 2.066 billion polyurethane insulation insulation plates
Zhonghong Medical 300981: Signing a strategic cooperation agreement with Shanghai Pharmaceutical Holdings
Eddie Pharmaceutical 688488: Withdrawal of the application for the launch of the generic drug for injection urstalactine
Xinhua Insurance 601336: premium income from January to August 121.1 billion
transaction prompt
[New stock subscription]
1. Yibo Technology
subscription code: 301366
Stock code: 301366
Issuance price: 65.35
Issuance price: 38.20
subscription rating: Recommended subscription
2. Ziyan Food
subscription code: 732057
Stock code: 603057
Issuance price: 15.15
Issuance price: 22.99
subscription rating: Recommended subscription
3. Xinke Mobile ( Science and Technology Innovation Board )
subscription code: 787387
stock code: 688387
Issuance price: 6.05
Issuance price: - (loss)
subscription rating: Not recommended to subscribe to
4. Jiaocheng Ultrasound (Science and Technology Innovation Board)
subscription code: 787392
Stock code: 688392
Issuance price: 71.18
Issuance price: 94.98
subscription rating: Subscribe to
[Convertible bond subscription]
Changyin convertible bond 113062
[Suspension and resumption of trading]
Hualian Comprehensive Superior : Major asset sales matters will be held on September 15th stocks will be suspended
*ST Yuancheng: Revoke the delisting risk warning on the 15th and resume trading. Future business growth is uncertain
[Restricted sale lifting]
This article comes from the financial industry
