Financial News
1, according to the official website of the National Development and Reform Commission on the 29th, according to the relevant provisions of the " Petroleum Price Management Measures ", in order to reduce the burden on downstream users and consumers and reduce the operating costs of the real economy, with the approval of the State Council, when the international oil price exceeds 130 per barrel After the US dollar control cap is reached, domestic refined oil prices will no longer increase in the short term (no more than two months). If the international oil price remains above the US$130 per barrel control cap for more than two months in total, relevant policy measures will be clarified in advance
2. The China Securities Regulatory Commission has guided the Shanghai and Shenzhen Stock Exchanges and China Clearing to temporarily waive bond transaction handling fees, settlement fees and private enterprise bond issuer service fees. After the implementation of the fee reduction policy, all business links in the exchange market will not charge fees related to private enterprise bonds, and the average annual reduction amount is expected to reach 160 million yuan
3. The Monetary Policy Committee of the People's Bank of China recently held a regular meeting for the second quarter of 2022 and proposed that the fee reduction be increased. Strengthen the implementation of prudent monetary policy and give full play to the dual functions of monetary policy tool in terms of total volume and structure. The meeting emphasized that we should further unblock the monetary policy transmission mechanism, maintain reasonable and sufficient liquidity, enhance the stability of total credit growth, and maintain the growth rate of money supply and social financing to basically match the nominal economic growth rate. Under the favorable conditions of stable and increased domestic grain production and stable operation of the energy market, the price level is basically stable
4. Six departments including the Ministry of Industry and Information Technology issued an Industrial Energy Efficiency Improvement Action Plan . It is proposed that by 2025, the energy efficiency of key industrial industries will be comprehensively improved, such as data centers, etc. Energy efficiency in key areas has been significantly improved, the proportion of green and low-carbon energy utilization has been significantly increased, energy-saving and efficiency-improving technology and equipment have been widely used, standards, services and supervision systems have been gradually improved, and the energy efficiency of key products in steel, petrochemicals, non-ferrous metals, building materials and other industries has reached internationally advanced levels. level, the value-added energy consumption of industrial units above designated size dropped by 13.5% compared with 2020
5. According to news from the Shanghai Municipal Bureau of Culture and Tourism on June 29, Shanghai Disneyland took the lead in opening on June 30; starting from July 1, all cities in the city Museums and art galleries, as well as all indoor and outdoor A-level tourist attractions, will be gradually opened in China; cinemas and performance venues will be gradually opened from July 8. Public libraries, cultural centers (community cultural activity centers), and tourism consultation service centers will gradually open up based on the situation and in conjunction with the relevant requirements of local epidemic prevention and control.
Company Focus
Qin'an Co., Ltd. (603758)
The products supplied to a new energy vehicle company are still in use Mass production ramping stage
Qin'an Shares announced on the evening of June 29 that during the period of abnormal stock price fluctuations, the company paid attention to market rumors that the company had reached a cooperation with a new energy vehicle manufacturing force. At present, the relevant project products supplied by the company to the car company are still in the mass production ramp-up stage. It is expected that the cooperation with the car company will have a relatively small impact on the company's operating income and operating profit this year. Investors are advised to pay attention to the relevant investment risks.
CSI Note:
Qin'an Co., Ltd. is a concept hot stock for automobile parts and new energy vehicle parts. It is mainly engaged in core automobile engine parts - cylinder block, cylinder head, crankshaft , transmission key parts and other products. of research, production and marketing. Qin'an Shares has gained 6 consecutive shares, with a cumulative increase of nearly 80%. The latest price was 13.27 yuan per share, with a market value of 5.8 billion yuan. In the first quarter, the company achieved total operating income of 343 million yuan, a year-on-year increase of 9.68%; net profit was 41 million yuan, a year-on-year increase of 56.41%.
Songzhi Shares (002454)
received a letter of concern requesting to verify whether the increase and fundamentals match
Songzhi Shares announced on the evening of the 29th that it received a letter of concern from the Shenzhen Stock Exchange, requesting that it be combined with changes in market demand and production and operation of its main business products. situation, etc., check whether the recent increase in the company's stock price matches the changes in fundamentals such as production and operation, and combine the operating performance and stock price changes with the valuation of listed companies in the same industry to provide adequate risk warnings regarding abnormal fluctuations in the company's stock transactions. The company announced on the same day that Chen Rui, the company's vice president, secretary to the board of directors, and chief financial officer, and Xie Hao, chairman of the company's board of supervisors, plan to collectively reduce their shares in the company through centralized bidding transactions between July 21, 2022 and January 20, 2023. No more than 74,300 shares, that is, no more than 0.0118% of the company's total share capital.
CSI Note:
Songzhi Co., Ltd. specializes in the research and development, production and sales of thermal management related products in the fields of automobiles, rail transit and cold chain logistics . It is a domestic enterprise of automobile thermal management related products. In addition, the company has also begun to enter the energy storage power station battery thermal management industry. On June 29, Songzhi shares continued to rise by the daily limit, gaining 9 consecutive gains, with a cumulative increase of 135.1%. The latest price was 14.55 yuan per share, with a market value of 9.1 billion yuan, a new high since June 2018.
Announcement Selected
Tianhua Super Clean (300390): net profit in the first half of the year increased by 972%-1068%
Rheinland Biotechnology (002166): net profit in the first half of the year increased by 100%-150%
Nachuan Shares (300198): signed a framework agreement for offshore floating photovoltaic strategic cooperation Feng Lithium (002460): and Honeycomb Energy signed a strategic cooperation framework agreement
Jianzhijia (605266): plans to purchase Tangren Pharmaceutical 100% equity for 2.074 billion yuan
Longbai Group (002601): sells Baili United 77.5% of the shares to subscribe for new shares of Huayuan Pigments from the private placement
Stanley (002588): plans to invest 4.47 billion yuan in the construction of new energy material precursor ferric phosphate and supporting projects
Zijin Mining (601899): plans to acquire Houdao Mining 71.14 for 1.8 billion yuan % equity
Luxi Chemical (000830): plans to invest 3.33 billion yuan in the construction of silicone projects
Huicheng Technology (002168): The new energy business started late, and the stock price is on the double board
Ganneng Shares (000899) : The third phase expansion project of Fengcheng containing ultra-supercritical power generation will soon be ready for commercial operation. The stock price is on two consecutive boards
Bank of China Securities (601696): Yuntou Group plans to reduce its holdings by no more than 1.5% of its shares
800 million time and space (688181): plans to build an annual production of 3,000 tons of lithium hexafluorophosphate project with an annual output of 3,000 tons lithium hexafluorophosphate
Northern Rare Earth (600111): plans to adjust the daily related transaction price of rare earth concentrates
Shenzhen Energy (000027): plans to 3.049 billion Yuantou Construction Sunit Zuoqi .5 million kilowatt UHV wind power project
Variety shares (600770): controlling shareholder plans to transfer 5.77% of the company's shares
Anbiping (688393): multiple shareholders plan to reduce their holdings No more than 6% of the shares
Oriental Yuhong (002271): plans to invest 2 billion yuan in the Quanzhou Green New Materials Smart Industrial Park project
Dongpeng Beverage (605499), Weill Holdings (603501): plans to issue GDR overseas And listed on Swiss Stock Exchange
Collection of research reports
CITIC Construction Investment: Growth continues to lead the way and grasp the elasticity of consumption recovery
Chen Guo, chief strategy officer of CITIC Construction Investment, said in the research report that the ninth version of the prevention and control plan is relevant to the epidemic The time limit and methods of isolation control for risk personnel have been optimized. From the perspective of industrial prosperity: With the relaxation of epidemic control, the recovery of the service industry has shown relative flexibility. Real estate has shown a weak structural recovery, and the sales area of commercial housing in 30 large and medium-sized cities has recovered significantly year-on-year; demand in emerging industries has remained extremely resilient, especially in the new energy sector, which is still in the industrial upcycle. The demand for has exceeded expectations. From the perspective of corporate profitability: commodities have peaked and fallen, economic demand is still on the way to recovery, and the profits of the mid-stream and downstream industries are expected to improve. As the economic recovery trend of most sectors has been verified, it is recommended to pay more attention to the flexibility of the economy in subsequent sector selection.
CITIC Securities : Wind power installed capacity is expected to accelerate recovery in the second half of the year
CITIC Securities believes that under the background of stable growth, abundant project order reserves and generous yields, the unfavorable factors that affected the release of wind power demand in the first half of the year are also gradually eliminated. It is expected that Wind power installed capacity is expected to usher in an accelerated recovery in the second half of the year. At the same time, the stabilization of wind turbine bidding prices and the decline in the cost of raw materials for parts will also lead to the gradual recovery of the profitability of the industrial chain.Optimistic about offshore wind power cost reduction and bidding progress are beyond expectations, and the growth of sea wind is further strengthened; some parts and components companies are expected to benefit from improved profits brought by falling raw material prices; opportunities brought by large-scale units; parts and components that benefit from the acceleration of overseas installations Export growth opportunities.
Main trend
Northbound funds
Northbound funds sold a net 1.683 billion yuan on June 29. Longi Green Energy, Zijin Mining, and Gree Electric received net sales of 424 million yuan, 400 million yuan, and 381 million yuan respectively. BYD ranked first in terms of net purchases, with an amount of 640 million yuan.
Institutional Trends
html On June 29, the net sales of institutions and sales department seats in the Dragon and Tiger List were 372 million yuan, of which 516 stocks were net bought and 25 stocks were net sold. The top net purchase amounts are Gemdale Group , Almaden, Lushan New Materials , etc. html On June 29, the net sales of institutional seats in the Dragon and Tiger List were 377 million yuan. The top net purchase amounts were Gemdale Group, Aikang Technology , Zhongqi New Materials, etc. The top net sales were Changan Automobile , Liding Optoelectronics, Wangbian Electric, etc.Overseas news
European and American markets
The three major U.S. stock indexes rose or fell
Large technology stocks rose or fell
On Wednesday, Amazon rose 1.4%, Apple , Microsoft rose more than 1%, special Tesla fell 1.79%, Meta rose 2%.
U.S. dollar index rose
As of late trading in New York on Wednesday, the U.S. dollar index, which measures the U.S. dollar against six major currencies, rose 0.58% to 105.1060.
Major European stock indexes fell
On Wednesday, Germany's DAX30 index fell 1.7%, Britain's FTSE 100 index fell 0.14%, France's CAC40 index fell 0.98%, and the European Stoxx 50 index fell 1%.
Three central bank governors from the United States, Europe and the United Kingdom sent hawkish signals
html On Wednesday, June 29, Federal Reserve Chairman Powell, European Central Bank President Lagarde , and Bank of England President Bailey gathered at the European Central Bank in Sinte, Portugal. At the annual monetary policy forum held in Latvia, they unanimously stated that curbing inflation is the top priority at this stage, and they do not rule out a larger interest rate hike at the summer meeting. Powell said that the U.S. economy can cope with policy tightening and that the purpose of rapidly raising interest rates is to slow growth and balance supply and demand, but he also admitted that a soft landing cannot be guaranteed. Bailey said stronger action could be taken if there were signs continued price increases were a problem. Lagarde also expressed her readiness to take decisive action if necessary.Chinese concept stocks
Most popular Chinese concept stocks fell
Commodities
Crude oil ended its three-day rising trend
On Wednesday, WTI crude oil futures closed down 1.77% at $109.78 per barrel; Brent crude oil futures closed down 1.46% , quoted at US$116.26/barrel.
Gold fell for three consecutive days, hitting a two-week low
On Wednesday, COMEX August gold futures closed down 0.2% at $1,817.5 per ounce, the lowest active contract since June 14.
Note: The quotation screenshots in this article are all from Flush
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