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[Market hits]
The two cities fluctuated sideways, the Shanghai index closed flat, the tobacco market eye-catching and environmental protection stocks tumbled
Tuesday (July 2) A shares After the three major stock indexes opened lower collectively, the stock indexes The overall trend remained sideways and fluctuated. Bank stocks exerted their strength in late trading. The two cities once collectively turned red, but the duration did not last long. There were big differences between the long and short sides, and the rotation of hot spots accelerated. Down, while tobacco, pork and other themes have strengthened again, and the money-making effect on the disk is average.
As of the close of , the Shanghai Composite Index reported 3043.94 points, a decrease of 0.03%, with a turnover of 229.6 billion; the Shenzhen Component Index reported 9545.52 points, an increase of 0.16%, with a turnover of 309.1 billion; the ChiNext Index reported 1570.51 points, an increase of 0.15%, with a turnover The amount is 101.8 billion.
'Chinese God Ship' is here! concept stock skyrocketed by 18 billion, can it replicate the 'Shenzhen' market?
Yesterday (July 1) evening, China Heavy Industry (601989), China Haiphong (600764), Jiuzhiyang (300516), China Power (600482), China Emergency (300527), CSSC Defense (600685), CSSC Technology (600072), China Shipbuilding (600150) Eight listed companies collectively issued announcements,It confirmed the news of the merger of the North and South ships that had been circulating before.
Boosted by the news, today the above-mentioned eight listed companies opened the daily limit on a large scale, and their total market value increased by nearly 25 billion yuan compared with yesterday. Although there has been a slight decline since then, it still closed up sharply as of the close, and the total market value increased by 18 billion yuan compared with yesterday.
[Market outlook analysis]
9 charts for re-examination｜The Shanghai index is in a narrow range, and the main funds are rushing to raise these stocks
Huaxin Securities: Under the optimistic tone in the medium and long term, it is not possible to rule out the index covering gap in the short term After that, there was a technical pullback.
Guodu Securities: The rebound at the bottom is considerable, but the marginal incremental funds may weaken. It is expected that the momentum and space for the subsequent rebound will be narrowed.
[Securities News]
Shanghai Stock Exchange: 7 companies STAR Market Registration takes effect
The Shanghai Stock Exchange disclosed on July 2 that the registration of 7 companies on the STAR Market took effect. The list of specific companies is as follows: Harbin Xinguang Optoelectronics Technology Co., Ltd., Western Superconducting Materials Technology Co., Ltd., Fujian Fuguang Co., Ltd., Anji Microelectronics Technology (Shanghai) Co., Ltd., China Micro Semiconductor Equipment (Shanghai) Co., Ltd. , Xi'an BLT Additive Technology Co., Ltd., and Espressif Information Technology (Shanghai) Co., Ltd.
PricewaterhouseCoopers: The number of A-share IPOs in 2019 is expected to be about 200
PricewaterhouseCoopers released the main data of China's IPO market review in the first half of 2019 and the market outlook for the second half of the year. The agency said that in the first half of 2019, the issuance of new shares in China's A-share market continued to be stable, and the Science and Technology Innovation Board will promote the market activity in the second half of the year.
data shows that of the 64 IPOs in the first half of 2019,There were 27 IPOs on the Main Board with a financing amount of 33.1 billion yuan; a total of 12 IPOs on the SME board with a financing amount of 11.3 billion yuan; and a total of 25 IPOs on the ChiNext board with a financing amount of 16 billion yuan. Listed companies are mainly in the industrial products, consumer goods and services, information technology and telecommunications industries. In the first half of the year, the IPO with the largest amount of A-share financing was Baofeng Energy, which raised more than 8 billion yuan. In addition, in the first half of the year, the A-share market welcomed four banks, namely Zijin Bank, Bank of Qingdao, Bank of Xi’an and Qingnong Commercial Bank. With the rapid progress of bank listing this year, the team of A-share listed banks is expected to continue to expand.
Zhu Ning: 70% of retail investors can't beat the market? Because institutions took advantage of their mistakes
The 2019 Summer Davos Forum was held in Dalian, China from July 1 to 3, where "hardcore" views such as politics, economics, and new technologies collided. As a research scholar in behavioral finance, Zhu Ning, a professor of finance at Shanghai Advanced Institute of Finance and deputy dean of the National Institute of Financial Research, said in an interview with a reporter from Fenghuang.com that 70% of retail investors cannot outperform the market, but everyone is still in the market. The non-stop trading inside, the irrational behavior of investors who are overconfident, pay too much attention to some non-important information, and are unwilling to realize their own losses are common phenomena in the market, but they are particularly obvious in the Chinese capital market, causing losses. Extra large.
The main reason is that China's capital market itself is highly volatile, investors often make very wrong decisions, domestic investor education and investor literacy are still very backward, and the punishment for illegal behavior is not effective enough. When investment behavior occurs, institutions or listed companies will take advantage of this mistake.
【Company announcement】
Fixed increase and reorganization
Zhengbang Technology announced that it plans to issue convertible bonds to raise funds of no more than 1.6 billion yuan, and the net amount will be used for 8 company projects and repayment Bank loan.
Sobeide announced that it plans to issue convertible bonds,The fundraising will not exceed 237 million yuan, and the net amount will be used for the "5G antenna expansion construction project".
Shanghai Pudong Development Bank announced that the public issuance of capital bonds with no fixed term of no more than 30 billion yuan was approved by the central bank.
Bank of China announced that it will issue no more than 200 million preferred shares overseas and raise funds of no more than 20 billion yuan or its equivalent in foreign currency, which has been approved by the China Banking and Insurance Regulatory Commission.
Bank of Hangzhou announced that it will publicly issue financial bonds of no more than 10 billion yuan on the "National Interbank Bond Market", which has been approved by the China Banking and Insurance Regulatory Commission.
Xingwang Yuda disclosed a fixed increase plan. It plans to increase no more than 20 million shares and raise no more than 300 million yuan. The net amount will be used for the "all-terrain unmanned vehicle (intelligent robot) R&D and production project" and repay the bank loan.
suspends and resumes trading
Black Peony disclosed that it intends to acquire 100% equity of "Aite Network Energy" at a consideration of 1.5 billion yuan. This acquisition is an important move for the company to transform and upgrade to the new industrial field of intelligent manufacturing. Resumption of trading on July 3.
Yunnan Urban Investment announced that "Poly Group" plans to participate in the mixed ownership reform of "Yunnan Urban Investment Group". The controlling shareholder of the company's controlling shareholder "Provincial Urban Investment Group" may change due to this mixed ownership reform; trading will resume on July 3.
Boten Environment announced that it plans to acquire a 70% stake in "Sichuan Gaoluping". Trading will be suspended from July 3.
Significant events
Lucky Film announced that the acquisition of the equity of "Lucky Medical Technology Co., Ltd." passed the national anti-monopoly review.
Increase or decrease holdings
Ping An announced that it would repurchase 5.71 million shares at a cost of 520 million yuan. As of June 30, a total of 40.0229 million A shares have been repurchased, and the total amount of funds paid is 3.420 billion yuan.
SANY announcement,As of the end of June, a total of 48.297 million shares have been repurchased at a cost of 600 million yuan.
High Hope Group announced that 3 asset management plans holding a total of 8.67% of the company's shares are to be liquidated.
Golden Crown announced that shareholder Xu Haijiang plans to reduce his holdings by no more than 22.1649%.
Senyuan shares announced that the controlling shareholder and actual controller Guo Songsen plans to reduce his holdings by no more than 29.05 million shares in the next 6 months, that is, no more than 6% of the company's total share capital.
Aerospace Development Announcement, Kibbutzim and Commandy, the controlling shareholders acting in concert, will reduce their holdings by no more than 6%.
Zhengyuan Wisdom announced that the three shareholders' shareholding reduction plan has expired, and they plan to continue to reduce their total shareholding by no more than 5.95%.
Tianneng Heavy Industry Announcement, Vice Chairman Zhang Shiqi, Director Song Dehai and Deputy General Manager Liu Ping Estimated to reduce their holdings by no more than 4.53%. more than 3%.
Gold Card Smart Announcement, the actual controller Yang Bin intends to reduce his holdings by no more than 3%.
Zongheng Communications announced that "Shanghai Chencan", a 4.5% shareholder, plans to reduce its holdings by no more than 3%.
Kouzijiao announced that Liu Ansheng , Sun Pengdong and other five shareholders will reduce their holdings by no more than 1.45%.
Overclocking three announcements, shareholders Lee Kuan Yew and Dai Yongxiang calculated to reduce their holdings by no more than 0.64%.
Heertai announced that the controlling shareholder and actual controller Liu Jianwei and its concerted actor "Chuanghe Investment" reduced their holdings of "Heer Convertible Bonds" by 1 million, accounting for 18.28% of the total issuance.
Company business
Sanlian Hope announced that its holding subsidiary "Polymetrix" signed a "Food Grade Recycled PET Bottle Flake Contract" with a contract value of EUR 4.828 million, or about RMB 37.44 million.
China Tianying announced that its overseas wholly-owned subsidiary "Urbaser" won the bid for the "Paris Isséane Waste Incineration Power Plant Operation Project",The winning bid amounted to 220 million euros.
Changgao Group announced that the wholly-owned project company " Chunhua Zhonglue Wind Power Co., Ltd." under the wholly-owned subsidiary "Changgao New Energy" plans to invest in the construction of "Chunhua Zhonglue 80MW Wind Farm Project", and the project plans to invest 590 million yuan.
Baling Technology announced that its holding subsidiary "Hongrun Tianyuan " signed a "cooperation agreement" with "Qiaojiaren", and Hongrun Tianyuan will provide cell storage and other related services for Qiaojiaren's end customers. The agreement is valid for 5 years, and the annual transaction amount is expected to be about 200 million yuan.
Dayang Motor announced that it plans to increase its capital by 1.125 billion yuan to the wholly-owned subsidiary company "Automotive Electric Drive"; it plans to acquire 14.586% equity of "Reshaping Group" with 263 million yuan in cash. Upon completion, the company will hold a 14.586% stake in Remodeling Group. The Reshaping Group focuses on the development and production of vehicle fuel cell systems and their core components.
Wanze Co., Ltd. announced that its wholly-owned subsidiary "Wanze Thermal Power Company" plans to transfer a 30.6% stake in the joint-stock company " Shantou Luen Thai" to "Liantai Investment" at a price of 120 million yuan. After the completion, Wanze Thermal Power Company still holds 16.5% equity of Shantou Luen Thai.
China Railway Construction announced that its subsidiary "CRCC International" and "Ivory Coast Construction and Real Estate Management Company" signed a commercial contract for the new city project. The contract value is about 2.35 trillion CFA francs (excluding tax), equivalent to about 27.965 billion yuan.
Zhongman Petroleum announced that 16 contracts were signed in the second quarter, totaling about 1.191 billion yuan, a year-on-year increase of about 23.93%.
Zhongheng Design announced that it plans to invest 15 million yuan to participate in the establishment of "Jiangsu Environmental New Technology Research Center Co., Ltd.", holding 30% of the shares.
TEDA Co., Ltd. announced that the holding subsidiary "TEDA Environmental Protection" won the bid for " Hengshui City Jizhou District Domestic Waste Incineration Power Generation PPP Project".The cooperation period is 30 years (including the construction period of 2 years).
Leadman announced that it plans to lease some properties located at "No. 5 Xinghai Road, Beijing Beijing Economic and Technological Development Zone Beijing Economic and Technological Development Zone" to "Apollo", with a lease area of 2520 square meters and a lease term of 5 years .
Yihua announced that the company and its holding subsidiaries plan to carry out the bill pool business with the bank, sharing a bill pool quota of no more than 100 million yuan.
Duolun Technology announced that it has signed the contract of "Chuxiong City Chunan First-class Road Informatization Reconstruction and Expansion Procurement Project", with a contract value of 22.4822 million yuan.
Zhonghuan Environmental Protection Announcement, the consortium that the company participates in, pre-wins the bid for "Shandong Tai'an City Daiyue Emerging Industrial Park Water Supply and Drainage Integrated PPP Project", with a total investment of about 296 million yuan.
Bank of Ningbo Announcement to establish a wealth management subsidiary, approved by the China Banking and Insurance Regulatory Commission.
Evergreen announced that it plans to purchase 500 mu of industrial land in the "Hubei Jingmen Chemical Circulation Industrial Park" for the construction of "pesticide technical drugs, preparations and other chemical projects", with a total investment of about 1.5 billion yuan, which will be implemented in stages.
Fengfan Co., Ltd. announced that in "China Power Technology Equipment Co., Ltd. Pakistan Mattiari-Lahore ±660kV DC transmission project iron tower and its affiliated competitive negotiation", the company is the transaction person of package number 01 and package number 02, The transaction amount was about 114 million yuan.
Zhiyun Co., Ltd. Announcement, the subsidiary "Zhiyun Co., Ltd." signed a contract with the two companies for "OLED module binding equipment FOP special machine products" and "laminating equipment curved cover plate laminating machine". Procurement Letter of Intent.
Huajian Group announced that its subordinate companies signed a 79.9 million yuan engineering design contract.
Angel Yeast announced to terminate the cooperation with "Inner Mongolia Pension Service Industry Fund".
Tai Chi Industry Announcement,The consortium participated by the subsidiary won the bid for the "Phase 5 Project of the Industrialization Project of Monocrystalline Silicon Materials for Renewable Energy Solar Cells" with a bid price of 1.189 billion yuan.
Performance and Dividends
Jianlong Hardware estimates that the net profit in the first half of the year will be 95.03 million yuan to 118 million yuan, a year-on-year increase of 202%-276%.
Zhifei Bio expects that the net profit in the first half of the year will be 1.058 billion yuan to 1.262 billion yuan, a year-on-year increase of 55%-85%.
Hunan Development estimates that the net profit in the first half of the year is 77.6841 million yuan – 93.2209 million yuan, a year-on-year increase of 50%-80%.
Longhua Technology estimates that the net profit in the first half of the year will be 80.2565 million yuan to 92.6037 million yuan, a year-on-year increase of 30%-50%.
Superstar Technology estimates that the net profit in the first half of the year will be 416 million yuan to 480 million yuan, a year-on-year increase of 30% to 50%.
Henghua Technology estimates that the net profit in the first half of the year will be 86.99 million yuan to 105 million yuan, a year-on-year increase of 20%-45%.
Jinhe Industry estimates that the net profit in the first half of the year is 390 million yuan to 420 million yuan, a year-on-year decrease of 22.63%-28.16%.
Others
Sanmao Pai Shen announced that the Chinese name will be changed to "Gansu Engineering Consulting Group Co., Ltd."; the stock abbreviation will be changed to "Gan Consulting" from July 3.
Zhongzhu Medical announced that the company was investigated by the China Securities Regulatory Commission for suspected violations of information disclosure.
Baiyunshan Announcement, "Wanglaoji" trademark legal dispute is a trademark infringement dispute and does not involve trademark ownership disputes.
Kweichow Moutai announced that Chairman Li Baofang will no longer act as the general manager of the company, which was reviewed and approved by the board of directors.
Foton Automobile announcement, the arbitration application filed by "Dongfang Precision" has no factual basis and does not conform to the profit compensation agreement.
Shenzhen Xinxing announced that the "Luoyang 30,000 tons/year aluminum grain refiner production line construction project" invested and constructed by the wholly-owned subsidiary " Luoyang Xinxing" was officially put into operation.
Visionox announced that its holding subsidiary "Yungu Technology" received a government subsidy of 310 million yuan.
YOFC announced that it has received a total of 216 million yuan in government subsidies in the first half of the year.
Lingkang Pharmaceutical announced that it has received 36.8095 million yuan of industrial development support funds allocated to the company by the "Happy Homeland Construction Administration of Shannan City, Tibet".
Zhengye Technology Announcement, since September 7, 2018, received a total of 23.902 million yuan in various government subsidies.
Quanchai Power announced that since January 24th, it has received a total of 10.9553 million yuan in government subsidies.
Geer Software Announcement, from January 1 to now, received 6.1893 million yuan of government subsidy funds.
Sanhui Electric announced that since January 1, it has received a total of 4.9319 million yuan in various government subsidies.
Dengyun Co., Ltd. announced that it has received a total of 3.2242 million yuan in government subsidies this year.
Zhonghe Technology announced that it has received a total of 2.8813 million yuan in government subsidies in the first half of the year.
Asia Chuangneng announced that since December 22, 2018, the company and its wholly-owned subsidiaries have received a total of 2.5317 million yuan in government subsidies.
Anzhong Co., Ltd. announced that 2 scientific research projects, "large, high-efficiency, elastic circular vibrating screen" and "high-efficiency self-cleaning grading screen", passed the evaluation of scientific and technological achievements.
Hanyu Group announced that the current production and sales of kitchen waste disposal products are very small.
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