Financial calendar:
16:00 China's May foreign exchange reserves
US stocks closed slightly higher on Monday. The yield on the 10-year U.S. Treasury bond exceeded 3%. The market continues to pay attention to the aggressive interest rate hike position of US inflation and the Federal Reserve , and the Chinese stocks listed in the list of generally rose.
Large technology stocks are mostly rising, after split Amazon rose nearly 2%. MKM Partners recently maintained a buy rating for Amazon , and gave the target price after the split till is US$180; Google-C rose more than 2%, Tesla , Meta, IBM rose more than 1%, Apple slightly increased, Microsoft and Netflix stock prices fell slightly. Chip stocks rose and fell, ON Semiconductor rose nearly 5%, universal Electronics and Asmay rose more than 1%, Micron Technology , Nvidia, Sun and Moonlight Semiconductor, Sijiaxun, and Applied Materials followed suit; Texas Instruments and GF fell more than 2%, NXP Semiconductor fell more than 1%, STMicroelectronics , TSMC, AMD , Qualcomm , Qualcomm , Broadcom , Broadcom , Broadcom fell slightly.
Apple released iOS 16 system at its annual Global Developers Conference (WWDC) held on Monday. iOS 16 updates the lock screen function and reconstructs the appearance and functions. Slide to replace more lock screen interfaces, which can adjust the color, font, etc. of the wallpaper; at the same time, you can also add widgets, such as schedule, temperature, etc.
Popular Chinese stocks generally rose, Alibaba rose 6.22%, JD rose 6.53%, Pinduoduo rose 5.60%, Bilibili rose 5.46%, Baidu rose 2.49%, New Oriental rose 9.81%, NetEase rose 1.35%, Tencent Music 4.67%, iQiyi rose 12.59%, Futu Holdings rose 18.56%, Good Future rose 12.15%, and Daquan New Energy rose 12.07%.
►► The China Banking and Insurance Regulatory Commission recently issued the "Guiding Opinions on Guided Financial Asset Management Companies to Focus on Main Business and Actively Participate in the Reform and Reform of Small and Medium Financial Institutions". The "Opinions" point out that asset management companies should, on the basis of consolidating the risk base of small and medium-sized financial institutions, comprehensively evaluate risks, and independently decide whether to participate in the risk disposal of relevant small and medium-sized financial institutions through market-oriented acquisitions and disposal of non-performing assets, and participate in the design of reform and restructuring plans.
►►Guangzhou Futures Exchange issued the "Guangzhou Futures Exchange Trading Management Measures": futures and options trading have 5 trading days per week (except for national statutory holidays). Each trading day is divided into night trading and daily trading hours. Night trading has a night trading section, and the specific trading time will be notified by the exchange separately; daily trading is divided into three trading sections, namely 9:00-10:15 in the first section, 10:30-11:30 in the second section and 13:30-15:00 in the third section. The varieties that conduct night trading will be announced separately by the exchange.
►►Hangzhou issued a notice on the implementation of the phased support policy for housing provident fund, and increased the intensity of housing provident fund support for renting. The depositor can withdraw the housing provident fund account balance on a monthly basis. The withdrawal limit is determined by 25% according to the existing standards. Specifically: Hangzhou city (including Xiaoshan District , Yuhang District , Linping District, Fuyang District , Lin'an District ) is 1,500 yuan/month, Tonglu County is 1,050 yuan/month, Chun'an County is 750 yuan/month, and Jiande City is 600 yuan/month.
►►Shenzhen Municipal People's Government issued the "Opinions on Developing and Strengthening Strategic Emerging Industry Clusters and Cultivating and Developing Future Industry". The "Opinions" propose to accelerate the improvement of the industrial chains such as integrated circuit design, manufacturing, packaging and testing, carry out research on EDA tool software, semiconductor materials , high-end chips and special chip design technology, promote the construction of key projects such as 12-inch chip production line and third-generation semiconductors, and support the construction of cluster areas of Fotian , Nanshan, Baoan , Longgang , Longhua , Pingshan and other areas, and build a cluster area of national integrated circuit industry, talent gathering place, and innovation source.
►► Shanghai Stock Exchange issued the "Notice on the Abnormal Trading Situation of Delisted Xishui Stocks": On June 6, the price of delisted Xishui Stocks changed abnormally. Some investors had abnormal trading behaviors such as raising stock prices and reporting large amounts at the daily limit price during the trading process, which affected the normal trading order of the market and misled small and medium-sized investors' trading decisions.The Shanghai Stock Exchange has continuously implemented regulatory measures to suspend trading for relevant investors in accordance with regulations.
►► China Interbank Market Dealers Association issued a notice, intending to innovatively launch transformation bonds to respond to climate change goals and support the green and low-carbon transformation of traditional industries. The funds raised for transformation bonds should be used specifically for the low-carbon transformation areas of enterprises, focusing on promoting the transformation and upgrading of traditional industries.
►► According to Fangshan Procuratorate, recently, the Fangshan Branch of the Beijing Municipal Public Security Bureau requested the Fangshan District People's Procuratorate to approve the arrest for the crime of , including Zhou Moumou and Wu Moumou, Beijing Pushi Medical Inspection Laboratory Co., Ltd. After review, the procuratorate made an approval decision to arrest Zhou Moumou, Wu Moumou and seven others on June 6, 2022 on suspicion of obstructing the prevention and control of infectious diseases.
►►In the early morning of June 7th, Beijing time, Apple held the WWDC22 Global Developer Conference. Apple has launched four major operating systems: iOS 16, watchOS 9, macOS Ventura, and iPadOS 16, as well as three major hardware products: M2 chip, the new MacBook Air and 13-inch MacBook Pro.
Yahua Group: It is expected that net profit in the first half of the year will increase by 542.79%-618.52% year-on-year
Yahua Group announced that it is expected that net profit in the first half of the year will be 2.122 billion yuan-2.372 billion yuan, a year-on-year increase of 542.79%-618.52%; during the reporting period, due to the continued recovery of the prosperity of the lithium industry, the demand for lithium salt products continued to grow, and the price of lithium salt products continued to maintain a high level.
Muyuan shares : The average sales price of commercial pigs in May increased by 18.39% month-on-month
Muyuan shares announced that the sales revenue of live pigs in May was 8.409 billion yuan, and the average sales price of commercial pigs was 14.87 yuan/kg, an increase of 18.39% from April 2022. The company's commodity pig prices showed a volatile upward trend.
Zhongtong Bus: Car sales in May 482
Zhongtong Bus announced, car sales in May 482; the cumulative sales this year were 2,739 units, a year-on-year decrease of 7.72%.
Zitian Technology: Planning for major asset restructuring matters stock suspension
Zitian Technology announced that the company is planning for major asset restructuring matters. The company plans to purchase 100% of the equity of Shenzhen Wandou Jianjian Network Technology Co., Ltd. held by Ding Wenhua and Liu Jie by issuing shares and paying cash, and at the same time issue shares to specific investors to raise supporting funds. The company's stock will be suspended from trading at from the opening of the market on the morning of June 7.
Jinyuan Co., Ltd. : It is planning to purchase 49% of Alibaba Lithium Source's equity. The stock is suspended.
Jinyuan Co., Ltd. announced that the company is planning to issue shares to purchase 49% of Alibaba Lithium Source's equity. The company's stock will be suspended from trading since the opening of the market on June 7. The company expects to disclose this transaction plan within no more than 10 trading days.
Guosheng Securities : A shares rebounded to this day, and the weekly K-line has reduced volume and risen, approaching the area with dense chips above. The probability of direct breakthrough is small, and it is not advisable to blindly chase the rise in the short term; in the stage of oscillation and bottoming, the structural market dominated by theme stocks can be grasped with caution.
Galaxy Securities : At present, the Internet industry's policies are getting warmer, the policy bottom is clear, the industry's valuation is at a low level, and the Internet sector is in a very cost-effective investment opportunity. After the specific policies on the platform economy are implemented, coupled with the subsequent epidemic gradually improving, the Internet sector is expected to achieve dual repairs in performance and valuation, and the overall development prospects of the medium and long-term industry are promising.
Open Source Securities : Currently, the valuation of the securities sector is at a historical low, a series of policies to stabilize growth are implemented, the impact of the epidemic is gradually weakening, economic improvement is beneficial to the equity market, the bond market's yield in the second quarter is improving, and the performance of securities companies in the second quarter is expected to improve month-on-month, and we are optimistic about the current opportunities in the securities sector; pay attention to the improvement of subsequent fund data or the catalysis of favorable policies. The main line of wealth management that combines flexibility and growth is recommended.
