index continued to fluctuate weakly in the afternoon, with the GEM index falling more than 1%. As of the close, the Shanghai Stock Exchange Index fell 0.32%, the Shenzhen Component Index fell 0.28%, and the ChiNext Index fell 1.02%. stocks fell more than stocks, and more than 2,700 stocks in the two cities fell. A total of 1,051.3 billion yuan was traded throughout the day, exceeding 1 trillion yuan for the seventh consecutive trading day. In terms of
sectors, cultured diamonds, glyphosate , and engineering machinery sectors were among the top gainers, while tourism, hotel and catering sectors were among the top losers. The
Nancai theme database showed that the textile and clothing, automobile and other sectors were partially strong in the afternoon, while the tourism, hotel and catering sectors expanded their declines.
On July 1st, Southern Financial All-Media Group reporters exclusively unearthed 5 stocks with changes in stock prices that day, and interviewed these 5 listed companies immediately to bring you first-hand information on the company's changes. Details are as follows ↓↓↓
Today’s stock market changes information
1. TSMC was cut off by three major customers? The company responded: It does not comment on market speculation or rumors.
Affected by the news that orders were canceled by three major customers, TSMC (TSM.N) fell by more than 4% in pre-market trading as of press time, now trading at $78.44.
According to media reports, it is rare for TSMC’s three major customers to adjust their orders. Currently, mass production of Apple's iPhone 14 series has started, but the target of shipping the first batch of 90 million units has been reduced by 10%. In addition, AMD (AMD) and Nvidia told TSMC that they had to adjust their order plans due to the sharp decline in PC market demand and the subsidence of the "mining" craze. Among them, AMD reduced its order plans from the fourth quarter of this year to the first of 2023. There were approximately 20,000 7/6 nanometer orders in the quarter, and Nvidia requested to delay and reduce orders in the first quarter. Due to the rapid decline in terminal demand, extended equipment delivery periods and insufficient labor, TSMC's new Kaohsiung plant may be delayed until the end of 2024 or 2025 for mass production. In response to
's report, the relevant departments of TSMC responded to reporters from Southern Finance All Media Group and said they would not comment on market speculation or rumors.
2. Nanling Civil Explosion daily limit company responded: Retaining 30 million rounds of detonator detonator production capacity
Today, the civil explosion concept sector is strong, including Nanling Civil Explosion (002096.SZ), Xuefeng Technology (603227) .SH) hit the intraday limit. As of the close, Nanling Minbao and Xuefeng Technology reported 13.21 yuan and 9.81 yuan respectively.
In December last year, the Ministry of Industry and Information Technology issued the "14th Five-Year Plan for the Safety Development of the Civilian Explosives Industry" and proposed to comprehensively promote industrial digital electronic detonators. In addition to retaining a small amount of production capacity for export or other permitted special purposes, by the end of June 2022 Stop production and stop selling ordinary industrial detonators before the end of August.
At present, how is the production capacity and inventory adjustment of ordinary industrial detonators in civil explosive enterprises? A reporter from Southern Finance Omni Media Group contacted the investor relations departments of Nanling Civil Explosion and Xuefeng Technology. Relevant people from Nanling Civil Explosion said that the policy has been clarified, but it will not be one-size-fits-all, and there will still be a transition period. The company has retained a production capacity of 30 million detonators. On the one hand, it is used for export. On the other hand, depending on the policy flexibility, it is worried about customer acceptance if it switches at once. Relevant people from Xuefeng Technology said that the company's ordinary detonator production capacity has been replaced by electronic detonators and . This policy has little impact on the company.
3. Befortinib may not be eligible for medical insurance this year. The stock price plummeted Beida Pharmaceutical : Still waiting for listing approval
Today, the stock price of Beida Pharmaceutical (300558.SZ), which is slowly climbing, plummeted, closing down by more than 8 %, reported 55.69 yuan.
In March 2021, Betta Pharmaceuticals submitted an NDA application for second-line indications of befertinib (BPI-D0316). There are market expectations that beferotinib will be approved in the second quarter. However, as of now, the official website of Betta Pharmaceuticals shows that the NDA application for befertinib’s second-line indication has not yet been approved; due to failure to be approved before June 30, befertinib is likely to miss the 2022 medical insurance drug list.
In response to this, a relevant person from Beda Pharmaceuticals replied to the Southern Financial All-Media reporter that befortinib is still waiting for marketing approval and is expected to be approved within this year.
Four, Sany Heavy Industry rose nearly 7% in intraday trading. The company responded: In the first half of the year, electric mixers and electric dump trucks have basically completed the full-year sales targets
"Mechanical Mao" Sany Heavy Industry (600031.SH) has recently experienced a rebound in its stock price. It rose nearly 7% in early trading today.
Sany Heavy Industry's annual report shows that in 2021, the company's sales of electric mixers, electric dump trucks, and electric cranes achieved major breakthroughs. The sales of electric engineering vehicle products exceeded 1,000 units, with sales of nearly 1 billion yuan, and the market shares ranked first in the industry. A reporter from Southern Finance Omni Media Group contacted the investor relations department of Sany Heavy Industry. Relevant sources said that electrified products are mainly for the domestic market, and the best ones to promote are electric mixers and electric dump trucks ( muck trucks ). The half-year sales target has been basically completed or the full-year sales target has been achieved, but the commercialization of electric excavators and electric cranes is currently not high.
(The information in this article does not constitute any investment advice. Investors are requested to make independent judgments and decisions.)
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