Recently, A shares and potential risk events in overseas markets are as follows. Domestic economic information includes: 1) The first batch of centralized land supply in 22 cities has been completed, and private enterprises are not enthusiastic enough to acquire land; 2) Nanya, a subsidiary of Formosa Plastics Group , said that the DRAM market situation in the second half of the year is worse than expected; the company's key concerns include: 1) Haicheng Group stock trading fluctuated abnormally, and was suspended from trading on June 24. was subject to verification; 2) Sunshine City ’s debt principal that has expired and unpaid totaled 37.688 billion yuan; overseas markets are focused on: 1) Bridgewater doubled short European stocks, and the short position increased to US$10.5 billion; 2) European bond yields plummeted across the board.
Economic Information
1. According to the Taiwan Economic Daily, Lee Pei-ying, general manager of Nanya, a major DRAM manufacturer under the Formosa Plastics Group, said yesterday (23rd) that "there are still a lot of black swans and in the near future," causing the DRAM market situation in the third quarter to be worse than expected. Poor prices may not escape quarterly corrections in the second half of the year, and recovery will have to wait until next year at the earliest. The report pointed out that this means that Nanya confirms the previous opinions of foreign investors and research institutions, and also makes Nanya the first major DRAM manufacturer in the world to confirm that the market situation will be sluggish in the second half of the year.
2. The first batch of centralized land supply in 22 cities in 2022 has been completed. Data monitored by the China Index Research Institute shows that a total of 469 residential land projects were launched in 22 cities, with 397 transactions finally completed, with a planned construction area of 39.07 million square meters, and a total transaction fee of 496.9 billion yuan in the first batch. Private enterprises are not enthusiastic enough to acquire land. Among the 22 cities, private enterprises accounted for less than 30% of the land acquisition in 13 cities. Among the land acquisition companies in Nanjing, Shenzhen, and Suzhou, no private enterprises were acquired. In Beijing, Xiamen, Guangzhou, Ningbo, and Tianjin, only about 10% of the land acquisitions were obtained. Only in Hefei, private enterprises accounted for more than 50% of the land acquisitions. ( The Paper )
3, NIO official Weibo announced on the 23rd that at around 17:20 on June 22, a NIO test vehicle fell from the third floor of the Shanghai Innovation Port parking building, killing two figures. The cockpit tester died. Based on the analysis of the scene, it can be initially confirmed that this was an accident (not caused by the vehicle).
company warning
1, Haizhou Automobile Group: stock trading fluctuates abnormally, and trading will be suspended for verification from the opening of the market on June 24.
2, Sunshine City: The company’s due and unpaid debt principal totals 37.688 billion yuan.
3, Huatong Heating: Chen Xiuming and persons acting in concert plan to reduce their holdings of no more than 6% of the company’s shares.
4, Yangdian Technology: Zhou Feng plans to reduce his holdings by no more than 5.71% of his shares.
5. Reliable Shares: Two shareholders plan to liquidate and reduce their holdings by no more than 3.96% of their shares, and have already reduced their holdings by 946,600 shares in advance in violation of regulations.
6, Impulse: Nantong Deyi plans to reduce its shareholding by no more than 3%.
7, Hesheng Shares: Jinjiong plans to reduce its holdings by no more than 1.6152 million shares.
8, Haitai Xinguang: Financial Director Wang Fanghua plans to reduce his holdings by no more than 30,000 shares.
9, Jiuwu Hi-Tech: Deputy General Manager Wei Xu plans to reduce his holdings by no more than 58,100 shares.
10, New Industry: Sequoia Mingde and two senior executives planned to reduce their holdings by no more than 5.2416 million shares.
11, Titan Technology: Zhongding No. 5 and Zhongding Qinglan are planning to reduce their holdings in the company by no more than 2.6%.
12, Yuexin Health: The controlling shareholder has completed the reduction of 1% of its shares and plans to reduce its holdings by no more than 2%.
13, Navitas Technology: Song Gongyou plans to reduce his holdings in the company to no more than 1.5%.
14, Baida Seiko : Mingfeng Investment plans to reduce its holdings of the company’s shares by no more than 1.08%.
15, China Optical Lightning Protection: 2 directors and senior executives jointly planned to reduce their holdings of 110,900 shares.
16, Shenma Electric Power: UHV products accounted for 7.64% of operating revenue in 2021, which is a relatively low proportion.
17, Zhejiang Shibao : The company received a letter of concern and requested to verify whether the recent increase in the company's stock price matches the changes in fundamentals such as production and operation.
18, Baiyunshan: suspended the spin-off of Guangzhou Pharmaceutical to be listed overseas.
Overseas warning
1, Hedge fund Bridgewater Associates' short bets on European companies have almost doubled in the past week, reaching $10.5 billion, and its bearishness on European stock markets has reached the highest level in two years. Aggregated data shows that the world's largest hedge fund disclosed short positions in 28 companies, including ASML Holding NV, Total Energy, , Sanofi and SAP, all of which amounted to more than $500 million. .Last week, there were 18 short-selling targets, with a short position size of US$5.7 billion.
2. Regarding the new coronavirus oral drug developed by Shionogi Pharmaceutical Company, a special group of the Japanese Ministry of Health, Labor and Welfare decided on the 22nd not to judge whether to approve it temporarily, but to continue to review it. The focus was on whether to apply the emergency approval system newly established in May, but due to different opinions, no conclusion could be reached, saying only that "further careful discussion is needed." The special group will conduct public deliberations together with the pharmaceutical affairs group meeting to be held in July at the earliest.
3, The Federal Reserve Powell said that he does not want a privately issued stable currency to become a digital dollar. If there is a digital dollar, it needs to be issued by the Federal Reserve. The era of regulated stablecoins and digital finance is coming.
4. European bond yields fell sharply across the board. The UK 10-year government bond yield fell 18.2 basis points to 2.313%, the French 10-year government bond yield fell 20.7 basis points to 1.963%, and the German 10-year government bond yield fell 20.6 basis points. The basis point was 1.422%. The Italian 10-year government bond yield fell 15.9 basis points to 3.368%. The Spanish 10-year government bond yield fell 18.8 basis points to 2.504%. The Portuguese 10-year government bond yield fell 18.1 basis points to 2.474%.
(Source of article: Financial Associated Press) [For submissions and regional cooperation, please email Information Newspaper 3469887933#qq.com to reply within 24 hours. 】
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Release date: 2022-06-24 16:06:56 Category: Finance
