Central Bank: Continue to release the effectiveness of LPR reform, improve the market-oriented interest rate formation and transmission mechanism
According to Central Bank September 20, the article "Deeply Promote the Market-oriented Reform of Interest Rate" released by the Central Bank's Monetary Policy Department pointed out that in the next step, People's Bank of China html In the People's Bank of China . We will continue to deepen the market-oriented reform of interest rates, continue to release the effectiveness of LPR reform, strengthen deposit interest rate supervision, give full play to the important role of the market-oriented adjustment mechanism of deposit interest rates, promote the improvement of the market-oriented interest rate formation and transmission mechanism, optimize the central bank's policy interest rate system, give full play to the regulatory role of interest rate leverage, promote the optimal allocation of financial resources, create a good environment for the high-quality economic development, and welcome the successful convening of the 20th National Congress of the Communist Party of China with practical actions.
People's Bank of China: Deepen the market-oriented reform of interest rates
The People's Bank of China will continue to deepen the market-oriented reform of interest rates, continue to release the effectiveness of LPR reform, strengthen deposit interest rate supervision, give full play to the important role of the market-oriented adjustment mechanism of deposit interest rates, promote the improvement of the market-oriented interest rate, improve the market-oriented interest rate formation and transmission mechanism, optimize the central bank's policy interest rate system, give full play to the regulatory role of interest rate leverage, promote the optimal allocation of financial resources, and create a good environment for high-quality economic development.
Central Bank: Currently, my country's fixed deposit interest rate is about 1% to 2%, and the loan interest rate is about 4% to 5%
The central bank's Monetary Policy Department issued a document pointing out that my country's monetary policy has always adhered to the principle of putting ourselves first, using static to prevent it, guiding the market interest rate level to steadily decline, with better results. At present, my country's fixed deposit interest rate is about 1% to 2%, and the loan interest rate is about 4% to 5%. The real interest rate is slightly lower than the potential real economic growth rate and is at a relatively reasonable level. It is the best strategy to leave room. At present, my country's monetary policy control goals such as economic growth, price level, employment status, and balance of payments are all operating within a reasonable range, and the actual effect also fully verifies that my country's current interest rate level is generally in a reasonable range.
Ministry of Industry and Information Technology: Accelerate the promotion and ecological construction of mobile operating system application Hongmeng operating system installed capacity has exceeded 300 million
According to the official account of the Industrial and Information Technology WeChat, the Ministry of Industry and Information Technology held the ninth press conference on the "New Era Industrial and Information Technology Development" series today, with the theme of "Vigorously Developing the New Generation Information Technology Industry". Wang Jianwei, deputy director of the Information Technology Development Department of the Ministry of Industry and Information Technology, pointed out that in terms of desktop operating systems, we will promote the compatibility and adaptation of desktop operating systems with international mainstream chip architectures and application software, accelerate the improvement of product functional performance, and deepen the promotion and application. In terms of server operating systems, we will promote compatibility and adaptation of server operating systems with mainstream CPUs, databases, middleware and other software and hardware, and accelerate the improvement of product international competitiveness. For example, the terminal deployment of Euler operating system exceeds 1.7 million sets. In terms of mobile operating systems, we support backbone enterprises to carry out core technology research and accelerate the promotion of mobile operating systems application and ecological construction. For example, the installed capacity of Hongmeng operating system has exceeded 300 million units.
Ministry of Industry and Information Technology: From January to August, 5G base stations were built .677 million
According to the Ministry of Industry and Information Technology, as of the end of August, the total number of 5G base stations reached 2.102 million, accounting for 19.8% of the total number of mobile base stations, an increase of 5.5 percentage points compared with the end of last year. Among them, 677,000 new 5G base stations were built from January to August.
The real estate market’s “Golden September and Silver October” promotion wave is coming. Some projects have significantly reduced prices and have taken the lead.
The traditional “Golden September and Silver October” in the real estate market is coming, but real estate companies are not having a relaxed life this year. The interview of the First Financial News found that from North China to Central China and East China, it has become the norm for real estate companies to cut prices and promote prices significantly. Some projects have been sold at a discount of 30% and the average project price has been reduced by 6,000. Not only private enterprises are among the price cut team, but also state-owned enterprises are ready to go.
1 and a half months have increased by 10%! The auction price of P mine set a new historical record. Institution: Exceeding expectations.
On the 20th, "the weather vane of the global lithium ore price trend", the ninth auction of Pilbara lithium concentrate in Australia fell. The final transaction price of this lithium concentrate is US$6,988/ton (5.5% grade, FOB Tehran Port), which is equivalent to 6% grade, is US$7,713/ton, 10% higher than the last auction price, setting a new historical record again.
Oil prices are expected to usher in the "seventh decline" this year: No. 95 gasoline may return to the 8 yuan era
At 24:00 on September 21, a new round of refined oil price adjustment window in China will open, and it is expected to usher in the "seventh decline" this year. According to the agency's estimate, the reduction of domestic gasoline and diesel is expected to be RMB 280 per ton. After this round of oil price adjustment is implemented, No. 95 gasoline is expected to fully return to the "8 yuan era".
Shanghai Stock Exchange listed companies' third quarter report reservation disclosure time is released
Shanghai Stock Exchange listed companies' third quarter report reservation disclosure time is released, Shanghai CNC and Kangyuan Pharmaceutical are the first to be disclosed and will be the first to be disclosed on October 10; Cambridge Technology and Huatie Emergency will be disclosed on October 11.
European energy-saving heating equipment demand has increased significantly. my country's air source heat pump exports have grown rapidly
As the continuous fermentation of the European energy gap problem, many European families are particularly worried about the upcoming winter, and start stocking up early on household heating equipment that can replace local traditional natural gas boilers. The reporter learned that in 2021 alone, my country's supply of air source heat pumps to Europe reached 1.061 million units, accounting for more than half of the European market share. Since the beginning of this year, my country's air source heat pump exports have grown rapidly, with exports from January to July increasing by 63.7% year-on-year, and the sales volume and price of heat pumps have increased. The biggest force of continuous interest rate hikes after
is coming! Federal is expected to raise interest rates by 75 basis points this week
In the early morning of September 22 (Thursday), Beijing time, the Federal Reserve FOMC will announce the policy statement for the September meeting under the attention of the global market. The futures market's bet on the Fed's one-time rate hike of 100 basis points in September has heated up sharply, but after digesting emotions last weekend, the market finally "calms". As of press time, the futures market believes that the probability of the Fed raising interest rates by 100 basis points on Thursday has dropped to 18%, and the remaining 82% probability is a 75 basis points rate hike.
Fitch: Copper prices will rise steadily in the next five years and will return to an all-time high in 2027
Market research firm Fitch Solutions released its latest report on copper prices, which sharply lowered its forecast for copper prices next year to $8,400 per ton, with the previous forecast of $9,580 per ton. Fitch expects that the copper market will experience a small supply surplus this year, but the gap will continue to expand from 2023. Thanks to the promotion of consumption related to green transformation, the copper gap will reach a peak of about 9 million tons in 2030.
The International Energy Agency calls for a global ban on the sales of gasoline and diesel vehicles by 2035
In a report released on Tuesday, the International Energy Agency (IEA) said that the progress globally made in the transition to net zero transportation has not met the target of the " Paris Agreement ". Research shows that electric vehicles need to increase. By 2030, the global share of electric vehicles needs to increase from the current 1% to 20% to 25%. At the same time, 60% of new cars sold also need to achieve zero emissions. The agency called for a global ban on the sale of gasoline and diesel vehicles by 2035, and in addition, governments should agree on a timetable to decide when all newly sold road vehicles should achieve zero emissions.
was hit hard by drought. Texas cotton is expected to reduce production by about 60%
Texas cotton is usually planted from March to June and harvested from August to December. About 40% of cotton in the United States is produced in Texas. AFP 20 quoted data from the US Department of Agriculture reported that Texas is expected to reduce cotton production by 58% this year. U.S. production fell 21% year-on-year, hitting a new low since 2015.
1 and a half months rose 10%. The auction price of Pilbara lithium concentrate in Australia set a record
On the day, "the weather vane of the global lithium mineral price trend", the ninth auction of Pilbara lithium concentrate in Australia fell hammer, the final transaction price of this lithium concentrate was US$6,988/ton (5.5% grade, FOB Tehran Port), which is equivalent to 6% grade, is US$7,713/ton, 10% higher than the last auction price, setting a new historical record again.
The central bank and the Lao Bank signed a memorandum of cooperation on establishing a RMB clearing arrangement in Laos
The People's Bank of China and the Lao Bank signed a memorandum of cooperation on establishing a RMB clearing arrangement in Laos. The establishment of the Lao RMB clearing arrangement will help enterprises and financial institutions in China and Laos use RMB for cross-border transactions, and further promote bilateral trade and investment facilitation.
Xinwangda: It plans to invest 21.3 billion yuan in new energy power battery production base project
Xinwangda announced that its subsidiary Xinwangda Automobile Battery plans to sign a "Project Investment Agreement" with the Yiwu Municipal People's Government. The project's investment is mainly engaged in the production and sales of lithium-ion power batteries and energy storage batteries, and its products cover the battery cells, modules, PACK and battery systems of automotive power batteries and energy storage batteries. The project plans to invest about 21.3 billion yuan, of which the fixed asset investment is about 16 billion yuan, and plans to build a production base of about 50GWh of power batteries and energy storage batteries.
In the first eight months, Qinghai Province's total import and export to countries along the "Belt and Road" increased by 1.4 times
In the first eight months of this year, the total import and export value of Qinghai Province was 2.88 billion yuan, a growth rate of 46.7 percentage points higher than the national average, of which the total import and export to countries along the "Belt and Road" increased by 1.4 times. According to Xining Customs statistics, in the first eight months of 2022, Qinghai Province ranked second in the country in terms of total import and export value growth rate. According to the person in charge of Xining Customs, in the first eight months, Qinghai Province had a total import and export of 1.03 billion yuan to countries along the "Belt and Road", an increase of 1.4 times, and a total import and export of RCEP member countries was 1.12 billion yuan, an increase of 1.8 times; among them, ASEAN, Guinea, Japan, South Africa and Singapore were the top five trading partners.
Huawei electric vehicle wireless charging patent publication
Recently, Huawei Technology Co., Ltd. applied for the patent "In-vehicle charging equipment for electric vehicles and systems and methods for wireless charging of electric vehicles" applied for by Huawei Technologies Co., Ltd. was announced. The abstract shows that the patent is an on-board charging (OBC) device for electric vehicles that exhibit higher power density at significantly reduced costs.
World Gold Association : Gold trading volume and consumption demand are expected to rebound in September
The report released by the World Gold Association today shows that if central banks continue to raise interest rates vigorously, gold may continue to be under pressure, but the risk of economic stagflation or even a comprehensive recession may offset this pressure, because gold has always performed well in this environment. In the short term, gold trading volume and consumer demand are expected to rebound in September.
Kuo Mingchi : It is estimated that the shipment of iPhone 14 Pro will increase by nearly 10%
Well, well-known Apple analyst Mingchi Kuo once again bursts out the new trend of Apple , releasing the news that Apple has asked Hon Hai to switch the production line of iPhone 14 to the iPhone 14 Pro model. This is a reality, which is equivalent to increasing the shipment estimate of 14 Pro in the fourth quarter. In response, the victim Hon Hai only stated that he "don't comment on a single customer or product." However, according to industry insiders, there is indeed a trend that has been smelled, but it is too early to make a decision. It may not be until October before everything will become clear.
Ministry of Industry and Information Technology: From January to August, the new production capacity of national photovoltaic calendered glass increased by 55.1% year-on-year in production
Data from the Ministry of Industry and Information Technology shows that from January to August, the new production capacity of national photovoltaic calendered glass increased by 55.1% year-on-year. As of the end of August, there were 38 domestic photovoltaic calendered glass companies, with production capacity of 113 kilns and 370 lines, and a production capacity of 68,500 tons/day.From January to August, the national cumulative output was 9.63 million tons, a year-on-year increase of 52.5%. Among them, the output of photovoltaic calendered glass in August was about 1.418 million tons, a year-on-year increase of 64.5%. The industry's average inventory was about 29 days at the end of August, an increase of 8 days from the end of July. In terms of price, from January to August 2022, the average price of 2mm and 3.2mm photovoltaic calendered glass was 20.9 yuan/square meter and 27.1 yuan/square meter, a year-on-year decrease of 15.6% and 8%. Among them, in August, the average price of 2mm and 3.2mm photovoltaic calendered glass was 20.6 yuan/square meter and 26.7 yuan/square meter, an increase of 10.3% and 16.2% year-on-year, a decrease of 3.7% and 3.3% month-on-month
Cultivate new models and new business formats and promote the high-quality development of Beidou industry
On September 20, Xu Wenli, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, pointed out that in the next step, in accordance with the decisions and deployments of the CPC Central Committee and the State Council, we will continue to implement the "Several Opinions on the Promotion and Application of Beidou in the Field of Mass Consumption" and promote the high-quality development of Beidou industry: First, consolidate basic capabilities. Improve the key performance of Beidou chips, focus on filling in industrial shortcomings, and create a healthy and sustainable development of Beidou industrial chain and supply chain in the mass consumption field. The second is to cultivate high-quality enterprises. Strengthen the coordination between upstream and downstream of the industrial chain, promote the integrated development of large, medium and small enterprises, and focus on cultivating a number of "little giant" enterprises in the Beidou field. The third is to innovate application scenarios. Promote the integration and innovation of Beidou with new technologies such as 5G, Internet of Things, Internet of Vehicles, satellite Internet, etc., enrich Beidou product forms, and cultivate new models and new business forms of Beidou mass consumption application. Fourth, create a good environment. Strengthen departmental communication and cooperation, give full play to the synergy between the central and local governments, build a collaborative innovation and achievement transformation mechanism between industry, academia, research and application, and improve the quality and service level of Beidou products.
China Beidou satellite navigation system is the global satellite navigation system developed by China itself. It is also the third mature satellite navigation system after GPS and GLONASS. With the advent of the era of 5G commercial , Beidou is accelerating its integration with new technologies such as new generation communications, blockchain, and artificial intelligence (AI). New models, new business forms and new economy of Beidou application are constantly emerging. In emerging applications such as industrial Internet, Internet of Things, and Internet of Vehicles, innovative applications such as autonomous driving, automatic parking, and automatic logistics are emerging one after another. China Satellite Navigation and Positioning Association data shows that in 2021, the overall output value of my country's satellite navigation and location service industry reached 469 billion yuan, a year-on-year increase of more than 16%, and is in the fast lane of growth.
Carry out core technology research and accelerate the promotion of mobile operating system application
According to the official account of the Industrial and Information Technology WeChat, the Ministry of Industry and Information Technology held the ninth press conference on "New Era Industrial and Information Technology Development" series on September 20, with the theme of "Vigorously Developing the New Generation of Information Technology Industry". Wang Jianwei, deputy director of the Information Technology Development Department of the Ministry of Industry and Information Technology, pointed out that in terms of desktop operating systems, we will promote the compatibility and adaptation of desktop operating systems with international mainstream chip architectures and application software, accelerate the improvement of product functional performance, and deepen the promotion and application. In terms of server operating systems, we will promote compatibility and adaptation of server operating systems with mainstream CPUs, databases, middleware and other software and hardware, and accelerate the improvement of product international competitiveness. For example, the terminal deployment of Euler operating system exceeds 1.7 million sets. In terms of mobile operating systems, we support backbone enterprises to carry out core technology research and accelerate the promotion of mobile operating systems application and ecological construction. For example, the installed capacity of Hongmeng operating system has exceeded 300 million units.
As a system that integrates multiple devices, the Hongmeng system needs more support from third-party partners. In the past, the application markets of iOS and Google were all based on mobile phone hardware platforms, while Hongmeng can be separated from a single mobile phone scenario, allowing the mobile phone to achieve different self-connection from other devices in the home, which will open up a broader commercial space.
Japan is developing automotive wireless charging circuit surfaces. 2025
It is reported that Japanese construction company Obayashi and automotive parts supplier Japan Densoassembly company (Denso) have begun testing road surfaces that power electric vehicles, with the goal of having practical technology by 2025.At the Dalin group's research center in Tokyo, a small electric vehicle is able to continuously drive almost 15 kilometers per hour on roads embedded with uninterrupted coils.
Tesla humanoid robot Optimus is expected to be unveiled at the end of this month, and the commercialization process will accelerate
According to media reports, on September 20, Musk revealed in a social platform that Tesla 's autonomous driving/artificial intelligence team is studying humanoid robot Optimus and summoning/automatic parking functions, and its deadline is the end of this month. As early as June 3 this year, Musk said that the second Tesla AI Day event was postponed to September 30, and a humanoid robot Optimus prototype may be displayed at that time. The reply on the 20th further confirmed the previous statement.
Musk previously revealed that the humanoid robot Optimus Prime will use the 8 cameras used by its autonomous driving system , and will also install a screen on its head in order to interact with humans. Optimus Prime can basically do anything humans don’t want to do, such as performing some dangerous, repetitive or boring work. If the humanoid robot Optimus Prime can be mass-produced in the next two years, under the effect of scale, its cost will be lower than that of a car, and the price may be US$25,000 (about RMB 175,000).
As the entity of artificial intelligence, humanoid robots have completed preliminary exploration and technological accumulation. In the future, combined with industrial applications, they have broad development prospects and are expected to become a new generation of mobile smart devices after PCs, mobile phones, and smart electric vehicles. Guojin Securities pointed out that Tesla robots will accelerate the commercialization process of the service robot industry. It is recommended to pay attention to incremental components of humanoid robots in the short term. In the long run, the robot has a broad space for intelligence. It is necessary to select stocks with high growth and outstanding competitive advantages in sub-sectors with large marginal increments.
Vanadium liquid flow battery energy storage system ushered in the first GWh level centralized procurement, and the industry accelerated its large-scale development
According to media reports, recently, China Nuclear Power Holdings subsidiary China Nuclear Energy Co., Ltd. issued a bidding announcement on the centralized procurement of energy storage systems for new energy projects from 2022 to 2023, involving a 5.5GWh energy storage scale. Section 1 is the all-vanadium liquid flow battery energy storage system, with a total capacity of 1GWh. According to incomplete statistics, this is the seventh central enterprise to release the demand for centralized procurement of energy storage equipment this year. It is also the largest centralized procurement of energy storage systems this year, and it is also the first GWh-level centralized procurement of all vanadium liquid flow battery energy storage systems.
all vanadium flow battery has many advantages such as intrinsic safety, long life, flexibility, independent and controllable resources, and green environmental protection. It is mainly suitable for large-scale, medium and long-term energy storage scenarios. As new energy gradually becomes the main body of the power system, the energy storage time required by the energy storage system will also increase accordingly. All-vanadium liquid flow batteries have strong comparative advantages in medium and long-term energy storage scenarios, and their future application prospects are good. In recent years, lithium battery energy storage safety accidents have occurred frequently at home and abroad. As the safety standards of the energy storage industry become stricter, the inherent safety advantages of all vanadium liquid flow batteries will be further highlighted. According to securities firms' estimates, the current 4-hour full-life kilogram cost of the energy storage system may be lower than that of the lithium battery energy storage system, and the kilogram cost advantage of the kilogram cost of the all-family flow battery will be more obvious after the energy storage time exceeds 4 hours. With the explosion of the global energy storage market and the maturity of all vanadium flow battery technology, analysts believe that the node of the large-scale development of all vanadium flow battery has arrived.
is the first national-level large-scale chemical energy storage demonstration project, the world's largest liquid flow battery energy storage power station, the first phase of the Dalian liquid flow battery energy storage peak-shaving power station has been incorporated into the Liaoning Power Grid and is expected to be put into commercial operation by the end of September. This time, China National Nuclear Energy Energy 1GWh all-vanadium liquid flow battery energy storage bidding shows that the industrialization process will continue to accelerate. According to securities firms, based on the proportion of installed capacity of about 10%/30% in 2025/2030, the new installed capacity of domestic all-vana liquid flow batteries is expected to reach 11/93GWh in 2025/2030, with huge room for development.
Li Jiaqi's rebroadcast attracted tens of millions of views, and institutions are optimistic about the sales prospects of beauty products
at 7 pm on the 20th, Li Jiaqi's rebroadcast on Taobao live broadcast , which had been suspended for about three and a half months. As of press time, the number of viewers has exceeded 40 million.
Guotai Junan believes that the traffic effect of Li Jiaqi's re-casting is still strong. The first product includes many categories such as beauty and daily necessities, and is expected to significantly drive the sales of Taobao beauty products. Previously, in July and August, consumers' demand for beauty products did not significantly weaken or disappear, but was more in the inventory consumption period, coupled with the suspension of broadcasts by super top anchors and the reduction of impulse purchases. With the accumulation of demand, it is expected to be released in the big promotion in a concentrated manner, and the outbreak of "Double Eleven" is expected. The transaction price of
spodumene concentrate auction hit a new high, and the supply and demand may remain tight in the near future
20, Australia's Pilbara Mining Company held the sixth spodumene concentrate auction this year, with the final transaction price being US$6,988/ton. The last auction was August 2, with a hammer drop of $6,350 per ton. After considering the exchange rate changes, the transaction price increased by 14.3% month-on-month, with the corresponding lithium carbonate tax-inclusive cost of about 510,000 yuan/ton.
Ping An Securities believes that the supply of upstream lithium resources is the key to determining the future trend of lithium prices. Tight supply and demand support the high lithium price, and the resource bottleneck moves upwards the profits of the industry. Under the background of energy structure transformation, electric vehicles and energy storage terminals will be the two main growth poles to drive the rapid growth of lithium demand. The incremental release of resource-side is relatively slow, and global lithium resources will remain tight before 2024. The underwriting model may further amplify the contradiction between supply and demand, and lithium prices are expected to remain high.
PICO will hold a new product launch conference, and global VR headset equipment shipments continue to increase
VR brand PICO will hold a global new product launch conference on the 22nd and a domestic new product launch conference on September 27th. Currently, PICO 4 has started pre-sales on major e-commerce platforms such as Tmall, JD , Douyin , etc. This is the first product launched by PICO after joining ByteDance.
IDC statistics show that the global VR/AR terminal shipments in 2021 reached 11.23 million units, a year-on-year increase of 92.1%, of which the shipments of VR headsets reached 11 million units, a year-on-year increase of 65.7%, breaking the important industry turning point of the annual shipment of tens of millions of units. It is estimated that 15.73 million VR headset devices will be shipped worldwide in 2022, an increase of 43.6% year-on-year. CITIC Securities expects that the annual sales of PICO 4 will exceed 3 million units after the release of the year, and the market share will increase rapidly.
main funds resumed net inflows. Wind statistics show that the main funds in Shanghai and Shenzhen stock markets had a net inflow of 1.366 billion yuan on Tuesday. Among them, the net inflow of main funds of GEM on on was RMB 20 million, the net inflow of main funds of 300 Shanghai and Shenzhen stocks was RMB 1.696 billion, and the net inflow of main funds of Science and Technology Innovation Board was RMB 216 million.
From the perspective of industry sectors, on Tuesday, there were 10 industry sectors' main funds showing net inflows, among which the electrical equipment industry sector had the largest net inflow, with the net inflow amount of 2.669 billion yuan; nonferrous metals, chemicals, and machinery and equipment ranked first in the industry sector, with net inflow amounts of 1.952 billion yuan, 1.111 billion yuan and 694 million yuan respectively. The main funds in 18 industry sectors showed net outflows, among which the main funds in the electronics industry sector had the largest net outflow, with a net outflow of 1.71 billion yuan; the main funds in the industry sector were among the top ones, with a net outflow of computers, real estate, and pharmaceuticals, with net outflows of 748 million yuan, 663 million yuan and 601 million yuan respectively. Judging from the 4 stocks of
html, 2,073 stocks received net inflows of main funds on Tuesday, of which 32 stocks received net inflows of main funds exceeding 100 million yuan. Tianqi Lithium received the largest net inflow of main funds, with a net inflow of 812 million yuan; the top stocks with net inflow of main funds include Longi Green Energy, CATL , Sungrow Power Supply , Ganfeng Lithium , and Julun Intelligent, with net inflows of 554 million yuan, 474 million yuan, 314 million yuan, 313 million yuan, and 304 million yuan respectively.
In addition, 2697 stocks were net sold by the main funds, of which 20 stocks were net sold by the main funds for more than 100 million yuan.The stock with the largest net outflow of main funds is San'an Optoelectronics, with a net outflow of 535 million yuan; the stocks with the highest net outflow of main funds include Goertek , Tibet Mining, Tongda , Ping An Bank, and Wen's shares, with a net outflow of 391 million yuan, 242 million yuan, 203 million yuan, 201 million yuan, and 168 million yuan, respectively.
2. Northbound funds
Northbound funds on Tuesday had a turnover of 78.899 billion yuan, with a net sale of 523 million yuan. Among them, the Shanghai Stock Connect had a net sale of 686 million yuan, and the Shenzhen Stock Connect had a net purchase of 163 million yuan. In terms of active stocks, the net purchase amounts of northbound funds include Tianqi Lithium, Midea Group, Wuliangye, Wingtech Technology, and Luxshare Precision, with net purchase amounts of 1.057 billion yuan, 198 million yuan, 164 million yuan, 150 million yuan, and 133 million yuan respectively. The net selling amounts of northbound funds include CATL, BYD, Sungrow Power, Yiwei Lithium Energy, and Tongwei Co., Ltd., with net selling amounts of RMB 419 million, RMB 370 million, RMB 328 million, RMB 225 million and RMB 223 million, respectively.
3. Dragon Tiger List Institutional Funding Trends
After-Star Dragon Tiger List data showed that the total net selling of institutional seat funds on Tuesday was about 485 million yuan. Among them, there were 13 stocks with net buying and 8 stocks with net selling. The stock with the most net purchases in institutions is Fengyuan Co., Ltd., with a net purchase amount of approximately RMB 90.4495 million; among the top in institutions, there are Bairun Co., Ltd., Ankai Bus, Shengtong Energy and other stocks. The stock that institutions sold the most net selling was Sanan Optoelectronics, with a net selling amount of approximately RMB 688 million. Among the top companies' net sales, West China Energy and Tin Packaging Co., Ltd. are among the largest stocks.
Sanan Optoelectronics fell 7.05% on Tuesday. After-hours data showed that four institutions appeared on the Dragon and Tiger list, with a total net sale of 688 million yuan; UBS Securities Co., Ltd. Shanghai Garden Shiqiao Road Securities Branch bought 129 million yuan; JPMorgan Securities (China) Co., Ltd. Shanghai Yincheng Middle Road Securities Branch bought 123 million yuan, and sold 126 million yuan at the same time.
Percent stocks rise and fall in the daily limit
As of the close, a total of 3,748 stocks in the Shanghai and Shenzhen stock markets rose, 939 stocks fell, 117 stocks in the flat market, and 5 stocks suspended. Excluding new stocks listed on the same day, a total of 68 stocks hit the daily limit and 3 stocks hit the daily limit. Judging from the number of consecutive daily limit increases, Xinhualian has closed for 5 consecutive daily limit increases, with the largest number of consecutive daily limit increases. Among the stocks with daily limit hits,
, from the perspective of the closing limit hits, Giant Shipping Intelligence is the most popular, with 52.9406 million shares closing the closing limit hits; followed by Xinjin Road and Xinhualian, with daily limit hits of 26.6039 million shares and 21.0322 million shares respectively. Calculated based on the amount of orders, Zhejiang Zhengte, Xinjinlu, Julun Intelligent and other daily limit orders have a large amount of funds, including 325 million yuan, 189 million yuan and 178 million yuan respectively.
industry sectors and concepts, the industry sectors rose more and fell less. Among them, non-ferrous metals, electrical equipment, textiles and clothing, commerce and retail, automobiles, beauty care, machinery and equipment, environmental protection and other industries have seen the highest growth; automobile integrated die-casting, TOPcon batteries, perovskite batteries, reducers, industrial master machines, electronic paper concepts, rare earth permanent magnets, salt lake lithium extraction and other concepts are active. Insurance, banking, real estate, cross-border payments, chicken concept and other sectors ranked among the top. Stocks that hit the daily limit are mainly concentrated in industries such as automobiles, real estate, machinery and equipment, commerce and retail, and utilities.
major investment
Xinwanda: It plans to invest 21.3 billion yuan in Yiwu new energy power battery project
Xinwanda announced that its subsidiary Xinwanda electric vehicle battery plans to invest in the construction of the "Xinwanda Yiwu New Energy Power Battery Production Base Project" within the jurisdiction of the Yiwu Municipal People's Government. The products cover the battery cells, modules, PACKs and battery systems of automotive power batteries and energy storage batteries. The total planned investment of the project is about 21.3 billion yuan.
Baihong Industrial: Invest 518 million yuan to expand the production of the 300,000-ton polyester bottle tablet project in Vietnam
Baihong Industrial announced that it will further invest US$73.9 million (approximately RMB 518 million) in Vietnam to expand the production line of the polyester bottle tablet.It includes purchasing 200,000 square meters of land and building a new factory of 14,000 square meters, with an estimated new production capacity of 300,000 tons.
Baoxin Technology: It plans to invest in the construction of the "HJT-perovskite stacking, perovskite battery" project
Baoxin Technology (002514) announced on the evening of September 20 that it plans to reach a cooperation intention with Professor Zhang Chunfu, Associate Professor Zhu Weidong, and Anhui Dayu Industrial Group Co., Ltd. on the industrial technology development and product promotion of "HJT-perovskite stacking, perovskite battery" and plans to sign a project investment cooperation agreement and establish a joint venture. The joint venture is responsible for the research and development of perovskite-heterojunction stacked battery technology, the research on the industrialization technology of perovskite-heterojunction stacked batteries and the promotion of commercial solutions, and the corresponding technologies are applied to the company's heterojunction battery project. The registered capital of the joint venture was planned to be RMB 55 million when it was established, of which the company plans to invest RMB 20 million, accounting for 36.3637% of the shares of the joint venture.
Huiyun Titanium Industry: plans to invest 633 million yuan to build a new energy material iron phosphate project with an annual output of 100,000 tons
Huiyun Titanium Industry (300891) announced on the evening of September 20 that the company, based on its wholly-owned subsidiary Huiyun New Materials, plans to invest in the construction of a new energy material iron phosphate project with its own or self-raised funds. The project construction period is expected to be 12 months, and the total investment of the project is expected to be 633 million yuan. According to the feasibility study report, the project is expected to achieve an average annual operating income of 1.792 billion yuan and an average annual net profit of 257 million yuan after reaching full production.
signed a contract
Sanlian Hongpu: Signed a contract for 217 million yuan of polyamide 6 polymerization project
Sanlian Hongpu announced that the company recently signed a polyamide 6 polymerization project contract with Shandong Polymer Shunluhua New Materials Co., Ltd., with a contract amount of 217 million yuan, accounting for 25.82% of the company's audited operating income in 2021.
Outwei: Signed a supply and marketing contract for silicon wafer sorting machine for approximately RMB 92 million
Outwei (688516) announced on the evening of September 20 that the company recently signed a "Product Equipment Supply and Marketing Contract" with Zhongqi Jiangsu Solar Energy Technology Co., Ltd., and the company sold silicon wafer sorting machines to Zhongqi Jiangsu Solar Energy Technology Co., Ltd., with the contract amount of approximately RMB 92 million (including tax).
Jianglong Boat: The subsidiary signed a sales contract of HK$178 million with the Hong Kong government
Jianglong Boat (300589) announced on the evening of September 20 that the company's subsidiary Aolong Boat signed a major sales contract with the government of the Hong Kong Special Administrative Region of the People's Republic of China. The subject matter of the contract is three aluminum alloy marine cleaning ships, with a total amount of HK$178 million, which is converted to approximately RMB 158 million.
Shanghai Tianyang: The subsidiary and Yidao New Energy signed a strategic cooperation agreement on solar cell packaging and film
Shanghai Tianyang (603330) announced on the evening of September 20 that the company's wholly-owned subsidiary Kunshan Tianyang and Yidao New Energy signed a strategic cooperation agreement on solar cell packaging and film 2023. In 2023, Yidao New Energy will purchase pure POE films required for components of no less than 0.36GW from Kunshan Tianyang; double glass films required for components of 2.2GW, the monthly average purchase quantity will not be less than 300,000 square meters, and double glass films (EVA and co-extrusion POE) will not be less than 1.7 million square meters (total of about 24 million square meters).
Huaguang New Materials: Signed a strategic cooperation agreement with Zhejiang Electronic Intelligent Manufacturing Special Committee
Huaguang New Materials (688379) announced on the evening of September 20 that on September 17, the company established a strategic partnership with the Electronic Intelligent Manufacturing Professional Committee of the Zhejiang Electronics Society (referred to as the "Electronic Intelligent Manufacturing Special Committee") in the field of electronics and signed a strategic cooperation agreement. Huaguang New Materials provides electronic connection materials such as solder paste and silver paste to relevant enterprises of the Electronic Intelligent Manufacturing Special Committee and corresponding connection technical support services. The member units of the Electronic Intelligent Manufacturing Special Committee provide the opportunity for samples and batch use for the application and promotion of Huaguang New Materials electronic connection materials and connection technology, and accelerate the localization process of advanced electronic connection materials and technologies.
Xusheng Co., Ltd.: Obtained a designated notice for a domestic new energy vehicle customer project
Xusheng Co., Ltd. (603305) announced on the evening of September 20 that the company recently received a series of "Development Demand Notices" from a domestic new energy vehicle leader customer, and selected the company as its electronic control box and other parts supplier. According to customer planning, there are 2 designated projects in total, with a life cycle of 5 years, with a total annual sales amount of about 200 million yuan and a total life cycle sales amount of about 950 million yuan.
major wins the bid
Tianyuan Environmental Protection: Winning 250 million yuan Hujia County Domestic Waste Incineration Power Generation Construction Project
Tianyuan Environmental Protection Announcement Recently, it received a "Bidding Notice" from the Hujia County Urban Management Bureau, confirming that the company has become the winner of the "Hujia County Domestic Waste Incineration Power Generation Construction Project Franchise Tender Project", with an estimated project price of 250 million yuan.
Han Jianheshan: Winning bid for 43.1063 million yuan for pipe and equipment procurement project
Han Jianheshan announced that the company won the bid for the pipe and equipment procurement project of Shentouquan City, Shuozhou City (Shanyin, Huairen, Yingxian) pipe and equipment procurement project, with a winning price of 43.1063 million yuan, accounting for about 2.84% of the company's audited operating income in 2021.
Subway design: Pre-winning contract energy management model project
Subway design announcement, the company is the first winning candidate for the "Pilot Application of Contract Energy Management Model Project for Line 3 and 5 Environmental Control Systems". The proposed cold-voltage unit price (including tax) is 0.5135 yuan/kWh. The project company plans to use intelligent and efficient air conditioning system technology with independent intellectual property rights to carry out environmental control and energy-saving transformation of the operating subway, which is the industrial promotion and application of the company's IPO fundraising and investment project "Integrated Service Project for Intelligent Ultra-Efficient Subway Environmental Control System".
Chengfa Environment: The subsidiary won the bid for 3 domestic waste projects
Chengfa Environment (000885) announced on the evening of September 20 that the wholly-owned subsidiary Chengfa New Environmental Sanitation recently won the bid for the rural domestic waste removal project in Neihuang County, with a winning transaction price of 200 million yuan; Chengfa New Environmental Sanitation won the bid for the Wuyang County Urban and Rural Domestic Waste Transfer Station Project, with a winning transaction price of 105.5 yuan/ton; Chengfa New Environmental Sanitation won the bid for the rural domestic waste removal project in Xihua County, with a winning transaction price of 125 yuan/ton.
shareholders increase or decrease their holdings
Laimu Co., Ltd.: Shanghai Technology Venture Capital plans to reduce its holdings of shares by no more than 1%
Laimu Co., Ltd. announced in the evening that the shareholder, which holds 5.38% of the shares, plans to reduce its holdings of the company by no more than 3.2832 million shares, accounting for 1.00% of the total number of shares of the company.
Medikai: Fengsheng Jiamei plans to reduce its holdings of no more than 2% of the shares
Medikai announced that Fengsheng Jiamei, a shareholder holding 13.36% of the shares, plans to reduce its holdings of no more than 8.0267 million shares of the company through centralized bidding (accounting for 2% of the company's total share capital). The company also announced that it plans to transfer its 4.1% equity and 5.35% equity to Medikai No. 1 and Medikai No. 2 for considerations of 3.2285 million yuan and 4.2127 million yuan respectively.
Haishi Environmental Protection: Ruili Investment plans to reduce its holdings by no more than 1.31%
Haishi Environmental Protection Announcement, Ruili Investment, a shareholder holding 1.31% of the shares, plans to reduce its holdings by no more than 1.31% of the company's shares.
Roman Shares: Shanghai Chengyi plans to reduce its holdings by no more than 1.85% of the shares
Roman Shares announced that Shanghai Chengyi, a shareholder holding 4.62% of the shares, plans to reduce its holdings by no more than 2 million shares through centralized bidding transactions within 3 months after 15 trading days (accounting for 1.85% of the total number of shares of the company).
Sijin Intelligent: Shareholders plan to continue to reduce their holdings of the company by no more than 3.8%
Sijin Intelligent announced that shareholder Ningbo Fubo Ruiqi Venture Capital Center (Limited Partnership) (referred to as "Fubo Ruiqi") has reduced its holdings of the company's shares by 3.0922 million shares, accounting for 2.0533% of the company's total share capital. After the completion of this share reduction, Fubo Ruiqi Shang holds 14.8115 million shares of the company, accounting for 9.0761% of the company's total share capital.Fubo Ruiqi plans to continue to reduce its holdings in the company's shares by centralized bidding transactions or bulk transactions (accounting for 3.7992% of the company's total share capital).
Del Shares: The controlling shareholder's joint activist plans to reduce its holdings by no more than 1.79%
Del Shares announced that the company's joint activist Shanghai Tongyi Investment Management Co., Ltd.-Tongyi Jingyun No. 3 Private Equity Securities Investment Fund (referred to as "Jingyun No. 3") plans to reduce its holdings of the company's shares by 2.6982 million shares through bulk transactions, and the amount of shares to be reduced accounts for 1.793% of the company's total share capital.
Canaan Technology: controlling shareholders and others plan to reduce their holdings by no more than 4% of the shares
Canaan Technology (300412) announced on the evening of September 20 that the company's controlling shareholder Canaan Group plans to reduce its holdings of the company's shares by no more than 14.9327 million shares (accounting for 3% of the company's total share capital). The non-natural person shareholder Nanjing Bisun Investment Management Co., Ltd. plans to reduce its holdings of the company's shares by no more than 4.9776 million shares (accounting for 1% of the company's total share capital).
Important announcement
Power Diamond: It is planned to use idle raised funds of no more than 3.5 billion yuan for cash management
Power Diamond evening announcement, the company plans to use idle raised funds of no more than 3.5 billion yuan for cash management. The products to be invested in include guaranteed financial products, structured deposits and fixed deposits with a term of no more than 12 months.
Aikang Technology: The actual controller's 2.72% stake in the company will be auctioned by judicially
Aikang Technology announced that the Beijing Second Intermediate People's Court will publicly auction the 122 million shares of the company held by the actual controller Zou Chenghui (accounting for 2.72% of the company's total share capital) on the JD judicial auction network platform from 10:00 on October 17 to 10:00 on October 18. The proceeds from the auction will be used to resolve relevant creditors and debts arising from personal guarantees. Zou Chenghui and the relevant creditors have reached a settlement plan. This judicial auction will not lead to changes in the actual controller of the company.
San'an Optoelectronics clarified: "San'an Optoelectronics has been taken away in the office at noon" report is not true
San'an Optoelectronics (600703) announced on the evening of September 20 that the company paid attention to the online media report "A user posted on the online platform that San'an Optoelectronics has been taken away in the office at noon", and the report is not true. In the early stage, Ren Kai, the company's director, was unable to perform his duties normally because he was unable to perform his duties normally because he was unable to perform his duties under the disciplinary review of the Discipline Inspection and Supervision Group of the Central Commission for Discipline Inspection and the Supervision Group of the National Development Bank and the Supervision Commission of the Beijing Municipal Supervision Commission. The company has held the 25th meeting of the 10th Board of Directors nominated Tang Shujun as the company's new director candidate. This matter will not affect the company's production and operation. In addition, the company's actual controller and current directors, supervisors and senior management personnel can perform their duties normally. At present, the company's production and operation are normal.
Changjiang Media: The chairman accepts investigation by relevant departments
Changjiang Media (600757) announced on the evening of September 20 that the company learned from the website of the Hubei Provincial Commission for Discipline Inspection and Supervision that the company's chairman Chen Yiguo is currently undergoing disciplinary review and supervision investigation by the Hubei Provincial Commission for Discipline Inspection and Supervision for suspected serious violations of discipline and law. The above matters will not cause the company's board of directors to be lower than the statutory minimum number. As of now, the company's business has been operating normally, and this matter has no major adverse impact on the company's production and operation.
Nasda: The holding subsidiary has passed the ISO 26262 functional safety management system certification
Nasda (002180) announced on the evening of September 20 that the company's holding subsidiary Zhuhai Jihai received the ISO 26262 functional safety management system certification certificate issued by the international independent third-party testing, inspection and certification agency Germany TüV Rheinland on the same day. ISO 26262 is a global automotive functional safety standard, covering the entire cycle of automotive products. Its process system certification and product certification are highly recognized in the automotive industry and are a necessary condition for the automotive industry to mass-produce safety-related components in the chip field.
Anzhong Co., Ltd.: The annual production line of 10,000 tons of lithium carbonate is officially put into production
Anzhong Co., Ltd. (002667) announced on the evening of September 20 that recently, the company's controlling grandson company Lingneng Lithium's annual production of 20,000 tons of lithium iron phosphate production line (Phase I) and the annual production of 10,000 tons of battery-grade lithium carbonate production line after two months of equipment debugging.
