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 different investment opportunities!
[Comments on good news about industry/sector/theme concepts]
Sharp news: The State Council issued a major document, and the complete lifting of the ban on pickup trucks is just around the corner!
Event: Recently, the State Council issued the "Team Division of Labor Plan for the 10th National Teleconference on Deepening the Reform of "Decentralization, Decontrol and Service" again mentioned pickup trucks. Specific measures include extending the time when trucks are allowed to pass on urban roads, relaxing tonnage restrictions, and promoting the lifting of restrictions on pickup trucks entering the city.
Comment: my country has gradually relaxed restrictions on pickup trucks since 2016, and now it has once again received strong policy support, which means that the full lifting of the ban on pickup trucks is just around the corner! According to industry forecasts, under the general tone of the national automobile consumption promotion policy, the three-guarantee policy for pickup truck models, the three-guarantee policy and the right to road policy both strongly support pickup truck consumption. By 2030, my country's pickup truck demand potential can reach nearly 3 million vehicles, and the pickup truck market will usher in sustained rapid growth!
Message nature: long-term
Explosion intensity: ★★★
Related companies: Great Wall Motor (601633), Jiangling Motor (000550), Changan Motor (000625), JAC Motor (600418), etc.
Sharp news 2: The State Council has issued important instructions to support equipment update and transformation, and more physical workload will be formed in the fourth quarter!
Event: At the just-convened State Council meeting, senior officials said that fiscal and financial policy tools support the construction of major projects and equipment updates and transformation, and more physical workloads should be formed in the fourth quarter. Accelerate the issuance of loans for equipment renewal and transformation, equally support the procurement of domestic and foreign equipment, expand manufacturing demand and guide expectations.
Comment: The highlight of this meeting is to expand to use labor for relief to promote employment and increase income and bring consumption, and to include the update and transformation of consumer equipment in the special re-lending and financial interest subsidy support scope. On the basis of stabilizing the economy, we will vigorously improve the stability and resilience of the manufacturing industry chain in the future, and will strengthen the independent and controllable capabilities of key industries in various fields. In this regard, some institutions said that the investment opportunities in the basic tool chain, information technology, network security, industrial software, and satellite remote sensing industry will gradually become clear!
Message nature: short-term
Explosion intensity: ★★★
Related companies: Shenzhou Digital (000034), Tuowei Information (002261), massive data (603138), etc.
Sharp information 3: The mature wafer foundry process unexpectedly turned red and became the focus of the semiconductor industry!
Event: It is reported that recently, due to multiple factors, the mature wafer foundry process has unexpectedly turned red, becoming the focus of the semiconductor industry. Mainland enterprises are hindered from importing and manufacturing advanced process chips, resulting in related companies replacing single high-end process chips with more mature process chips. They urgently look for , UMC , and Liji E-commerce to negotiate design changes, which has increased the demand for mature processes.
Comment: After the promulgation of the US chip bill, my country's semiconductor industry chain was under external pressure and was forced to accelerate the pace of domestic substitution. This time, domestic semiconductor companies were forced to use mature process chips to replace single high-priced process chips, which is a helpless move to replace domestically. However, because of this, the problem of overcapacity of the mature process of wafer has been temporarily alleviated. With the continued strong demand and expansion of production capacity, my country's mature process semiconductor equipment and materials industry chain companies are expected to benefit from it.
Nature of the message: mid-line
Irritation intensity: ★★★★
Related companies: Dinglong Co., Ltd. (300054), Xinlai Yingcai (300260), 0-industry enterprise (600641), etc.
Sharp news 4: Apple will all switch to Type-C interface next year, and the connector industry will usher in a huge incremental market!
Event: According to media reports, European Council has officially approved the new charger regulations two days ago: From 2024, all types of electronic devices such as mobile phones, tablets and other electronic devices sold within the EU must use the USB Type-Ch charging interface uniformly. Apple Senior Vice President of Global Marketing recently said that Apple will have to comply with EU regulations on unified charging interfaces for electronic devices.
Comment: The game between the EU and Apple on mobile phone interfaces has been around for a long time, but it ended with the EU winning. Since the data transmission speed of the Type-C interface is faster and the efficiency of power transmission is more efficient, it has become standard in hundreds of millions of consumer electronic products and related supporting components such as smartphones, tablets and laptops. If Apple also converts iPhone 15 to Type-C interface starting next year, it will bring clear industry improvements to conversion companies.
Nature of the message: mid-line
Explosion intensity: ★★★
Related companies: Hongrida (301285), Xianying Technology (301067), etc.
【Company Announcement/Company News Comments】
Huaqin Technology (688281) signed a sales contract for stealth materials of 397 million yuan. Recently, the company just disclosed its third quarter report. The company's non-net profit was 180 million yuan, a significant increase compared with the same period last year. The main reason is that it benefits from the continued release of downstream demand. Invisible material products are accelerating their volume, and the revenue scale of camouflage materials has also grown rapidly. This time, the 397 million invisible material order contract was added, accounting for nearly 80% of the revenue for the whole year of last year, which will lay the foundation for the company's continued rapid growth in performance next year!
Planet Graphite (688633) plans to issue convertible bonds to raise no more than 620 million yuan, which will be used for high-performance graphite tube heat exchangers and graphite pipeline industrialization projects, graphite cassettes and box intelligent manufacturing projects for lithium battery negative electrode materials, etc. The company is one of the main suppliers of graphite chemical equipment in my country. This new private placement project is an important measure for the company to expand its main business. Financial report data shows that the company's annual revenue last year was 515 million, and the amount of this private placement was higher than the annual revenue last year, and the project cost a lot. The company's performance in the third quarter of this year has maintained steady growth, so after the private placement project is put into production, it will further support the company's performance to achieve rapid growth.
Huaheng Bio (688639) plans to raise no more than 1.727 billion yuan, which will be used for the construction of a production base for bio-based succinic acid and bio-based product raw material production base, and the production and construction project for bio-based malic acid production and construction project for an annual output of 50,000 tons. The company is one of the largest alanine series product manufacturers in the world. The investment in this private placement will be invested in two new projects, which will further strengthen the cost and scale advantages of alanine and consolidate the company's industry position. Financial report data shows that the company's annual revenue last year was less than 1 billion yuan and its total assets were less than 1.8 billion yuan, indicating that this new project investment and construction will double the company's asset scale! At the same time, the company has just disclosed its third quarter report this year, and its performance has doubled compared with the same period last year! After the project is put into production, it will further support the company's performance to maintain rapid growth!
Haili Wind Power (301155) plans to issue convertible bonds to raise no more than 2.8 billion yuan, and will be used for offshore high-end equipment manufacturing base project, etc. Last year was the peak period for the company's construction construction. After a year of rush to install, the company's shipments increased significantly, causing a large base last year, causing a sharp decline in performance this year, and the speed of project investment and construction slowed down significantly. However, the new project raised 2.8 billion yuan this time means that the company's new project release period may begin. According to the institutional performance forecast, this year is the company's performance pool and will quickly turn to rapid growth starting next year!
Chuanjinnuo (300505) plans to raise no more than 1.5 billion yuan, which will be used for 50,000 tons/year battery-grade lithium iron phosphate positive electrode material precursor material iron phosphate and supporting 600,000 tons/year sulfur acid production project, etc.The company is an phosphate manufacturer, specializing in the phosphate chemical industry. This new project investment and construction is highly consistent with the company's main business and is an important measure for the derivation of the industrial chain. Financial report data shows that the company's revenue last year was 1.5 billion, and this new project cost was basically the same as last year's revenue. At the same time, the company's third-quarter performance maintained rapid growth. After the new project investment and construction is completed, the company's future profit level will be further enhanced!
[Institutional seats/northward funds/ hot money trends]
Institutional funds are bought in a single day (10 million+): Chengmai Technology 300598, Xinchuang+ software development, 2 institutions bought 119.69 million, which was the stock with the largest net purchase of institution yesterday. Tianshili 600535, Chinese Medicine + Biomedicine , 2 institutions bought 1 institution and sold it, with a net purchase of 53.28 million in institutions accounting for 15.37%, which was the stock with the largest proportion of net purchases in institutions yesterday.
Institutional funds were bought continuously within 10 days (10 million+): Science and Technology Innovation Information 300730: Software Development + Information Innovation, from October 18 to October 27, institutional funds were bought twice, and net purchases were 13.3 million on October 27, a significant decrease from the previous one. Chengmai Technology 300598: Software development + Information Technology Innovation, from October 26 to October 27, there were two net purchases of institutional funds, and on October 27, the net purchases of 119.69 million yuan, a significant increase from the previous one. Oujing Technology 001269: photovoltaic , from October 24 to October 27, institutional funds were net buys three times, and net buys on October 27 were 44.79 million, a significant decrease from the previous one.
Institutional capital sector adjustment: On October 27, institutions bought 13 stocks with net purchases of more than 10 million and sold 11 stocks with net purchases of more than 10 million. Compared with Wednesday's data, when market fluctuated weakly, the buying of institutional seats shrank slightly and the selling orders increased slightly. Although institutional funds continued to have net inflows, the inflow volume decreased significantly. From the perspective of sector capital flow, among the recent main hot spots, Xinchuang has been concentrated on increasing positions, Chinese medicine has been moderately increased, and biomedicine has been slightly increased; energy storage has been concentrated on, and photovoltaics and medical devices have been slightly reduced. Among the non-main hotspots, software development and information technology overlap are relatively high, and the positions of institutional seats have also been greatly increased. Energy supporting facilities, robots, industrial Internet, silicone , real estate, pharmaceutical e-commerce, etc. have been increased in a small number; two-wheeled vehicles, logistics, consumer electronics, photothermal power generation , automobile thermal management, snack food, etc. have been reduced in a small number.
Trend of northbound funds: The net inflow of northbound funds was 959 million in a single day, and the net inflow was -45.655 billion yuan in the past month. Oriental Yuhong and Oriental Fortune received net purchases of 398 million yuan, 244 million yuan and 222 million yuan respectively. WuXi AppTec net sales amount ranked first, with an amount of 512 million yuan.
The hot money boss focused on sniping: Fang Xinxia : net selling of 14.66 million yuan, net buying of 38.44 million Yiling Pharmaceutical ; Shangtang Road: buy of 48.98 million yuan on the 3rd, sell of 55.79 million Chengmai Technology, net selling of 31.99 million Antong Technology , net buying of 31.52 million Creative Information ; Liyang Road: net buying of 33.24 million Shensangda A, net buying of 10.6 million Jin Hyundai, net selling of 15.24 million Sanbaishuo; Operator New One: buy 24.17 million East China CNC , net buying of 41.98 million Guomai Technology .
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