1. Hot sectors in the evening
2. stocks information selection (all are dry goods, find your love)
1. [New stock subscription] Tip]
○Three new stocks subscribed to
Kungong Technology: subscription code 889066, subscription price 5.80 yuan, issuance price-earnings ratio 21.35 times, the company mainly engages in new energy-saving and consumption-reducing electrode materials and new high-efficiency energy storage materials.
5fangzhai : subscription code 732237, subscription price 34.32 yuan, issuance price-earnings ratio 22.99 times, the company mainly engages in foods dominated by glutinous rice food.
Langhong Technology: subscription code 889868, subscription price 17.00 yuan, issuance price-earnings ratio 16.31 times, the company mainly engages in anti-theft display products of electronic equipment.
Tianjian Bond: subscription code 073009, rating AA+, conversion value of 98.02
2. [Market sentiment]
[Shanghai-Shenzhen-Hong Kong Stock Connect Fund Flow]
○Practical secrets: commonly known as northbound funds, net inflow or outflow is positively correlated with the performance of market .
focuses on targets with deep intervention and continuous net inflows from northbound funds.
Today went north to net buying amount was 1.713 billion (the previous trading day net buying amount was -4.613 billion ), of which Shanghai Stock Connect net buying amount was 2.681 billion, and Shenzhen Stock Connect net buying amount was -968 million.
[Number of daily limit]
○Practical secrets: How much of the daily limit represents the market's enthusiasm and sentiment for long, and the increase in the daily limit means that individual stocks are in a sluggish mood. Observe indicators of short-term capital sentiment.
rose 65 today, and hit the limit of 12 .
3. [Selected stock announcements]
[Important matters in individual stocks]
○Reading tips: Comprehensive analysis of good news combined with other angles, there are better results .
New Guomai: intends to change the company's securities abbreviation is "Guomai Culture"
Huasheng Co., Ltd. : The company's controlling shareholder has been changed to Xingxiang Group
Zhongyuan internal distribution : intends to strategic cooperation with Yutong Commercial Vehicles to promote hydrogen fuel cell 3 Automobile
Autwe: The holding subsidiary signed a sales contract of 260 million yuan SC-1600 single crystal furnace
1 Wanrun shares: electrolyte additives for new energy batteries, good development of business
Dahua shares : It has obtained access to suppliers from many OEM manufacturers In the second half of the year, projects will be mass-produced and delivered
[Performance Disclosure]
○ Focus on the situation where the third quarter report exceeds expectations, and pay attention to comprehensive considerations such as the technical form, fundamentals, and market hotspots of individual stocks themselves.
Boteng Co., Ltd. : Net profit increased by 465% in the first half of the year
Skyworth Digital : Net profit achieved 490 million yuan in the first half of the year, an increase of 72.89% year-on-year
hm l1 Jingshan Light Machinery : achieved a net profit of 148 million yuan in the first half of the year, a year-on-year increase of 31.70%
Zhongke Sanhuan : achieved a net profit of 405 million yuan in the first half of the year, a year-on-year increase of 251%
Luoyang Molybdenum Industry : net profit of 4.148 billion yuan in the first half of the year, a year-on-year increase of 4.148 billion yuan in the first half of the year 72.21% year-on-year growth
silter : Net profit in the first half of the year was 491 million yuan, up 94.64% year-on-year
Liongwei: Net profit in the first half of the year was 503 million yuan, up 140.81% year-on-year
[suspension of resumption of trading ]
*ST Yingfang: From August 22, 2022, the company's stock trading has cancelled the risk warning and other risk warnings. From the first day of the resumption of listing, the abbreviation of the company's stock has been changed to " Yingfang Micro "
Haofeng Technology: It plans to acquire the equity of Jianguang Digital Technology stock suspended
4. [Increase and decrease holdings]
[Increase and increase holdings]
[Increase and increase holdings]
○ Note: The focus of the increase in holdings is on the purpose behind it, and the short-term performance is limited; the impact of holdings and repurchases is longer-term. The number of increase in holdings is also an important factor in analyzing the market.
3 Squirrels : Plan to repurchase shares for RMB 40 million to RMB 70 million, the repurchase price shall not exceed 32.16 yuan/share
Qisheng Technology: Plan to repurchase shares for RMB 17.55 yuan/share, the number of repurchased shares shall not be less than 3 190,900 shares, no more than 5.698 million shares
[Salary share reduction] (short negative)
○Note: Reduced share reduction is a major negative for individual stocks, especially when the market is running weakly, the market reaction will be stronger.
Jinbaize : Dachen Caixin plans to reduce its holdings by no more than 3%
Bethel: Shareholders plan to reduce their holdings by no more than 5.9%
Yaguang Technology: Jiaxing Ruilian plans to reduce its holdings by no more than 7.39% Yaguang Technology: Jiaxing Ruilian plans to reduce its holdings by no more than 7.39% html ml5
Suao Sensor: Shareholders intend to reduce their holdings by no more than 4%
Cubic Digital Technology: Shareholders Ningbo Lingnan intend to reduce their holdings by no more than 3%
Songsheng Shares: Songsheng Investment intends to reduce their holdings by no more than 3.11%
Funeng Oriental: Shareholders Plan to reduce the total holdings by no more than 2.57% within 3 months
Benchuan Intelligent: Dachen Chuangtong plans to reduce the holdings by no more than 2.5%
Allianz Ruishi : Guangdong Venture Capital plans to reduce the holdings by no more than 2%
Jimi Technology html l3: Baidu .com and Baidu Biwei have accumulated a total of 1.34% of the company's shares
5. [News Express]
Note: Dig deep into the opportunities behind "news" and attach importance to in-depth interpretation and continuous tracking of policies.
○Agree to establish an inter-ministerial joint meeting system for optimizing birth policy in the State Council.
○The policy of exemption from purchase tax for new energy vehicles will be postponed to the end of next year, and charging piles will be vigorously built.
○National Energy Administration : Do a good job in the mid-term assessment and adjustment of the "14th Five-Year Plan" power plan according to the principle of moderate advancement.
○Multiple departments: Through the special loan of policy bank , support the construction and delivery of residential projects that have been sold overdue and difficult to deliver.
○Ministry of Industry and Information Technology: Formulate and issue policies to promote innovation and development of industries such as energy electronics and high-end medical devices, and accelerate the development and growth of industries such as big data, cloud computing , artificial intelligence , robots, and green environmental protection.
○Cyberspace Union: It is expected that the retail sales of passenger cars in narrow sense in August will be 1.88 million, an increase of 29.6% year-on-year.
○my country is demonstrating a manned moon landing plan and will build the international lunar scientific research station .
6. [Hot Data]
○3 virtual power plants concept stocks net profit doubled in the first half of the year
According to statistics, due to the continuous high temperature in many places in China, electricity consumption and electricity load soared, and virtual power plant concept stocks have attracted market attention. 46 virtual power plant concept stocks on A-share market . As of the close of August 19, the total market value of A-share was 610.4 billion yuan. Calculated based on the lower limit of the semi-annual report, express report and forecast net profit, the net profit of 14 shares in the first half of the year is in the growth state. The net profit of three stocks including Nandu Power (300068), Yubang Power (688597), and Weichuang Co., Ltd. (002308) doubled.
7. [Selected Reference]
○Zhongtian Rockets: The company's rain-increasing hail protection rocket business market share ranks first in the domestic industry
Zhongtian Rockets (003009) interactive platform stated that the company's product rain-increasing hail protection rockets are mainly used in artificial weather-influencing operations, providing customers in 28 provinces, cities and autonomous regions across the country with multi-dimensional and comprehensive artificial weather-influencing services. As the first enterprise in my country to develop rain-increasing and hail-proof rocket products, the company has led the long-term development of my country's artificial weather-influencing rocket operation tools. For many years, the domestic market share of this business has firmly ranked first in the industry. The company's rain-increasing hail protection rocket production and sales remained normal this year, an increase from last year.
○Kuoya: The company has a good heat pump technology reserve
Kuoya (301197) interactive platform stated that heat pumps are mainly used in distributed energy supply systems and are an important supplement to the centralized energy supply system. Heat pump technology is involved in efficient utilization of industrial waste heat, shallow/deep geothermal energy, air energy, etc., and the company has good heat pump technology reserves. Under the "dual carbon target", cogeneration requires flexible and efficient heating, and energy storage is the key to achieving decoupling of thermoelectric . The company is studying technical directions such as centralized heat storage and first-level network heat storage in heat source plants. Currently, the company's products are mainly used in central heating systems, and the heat source forms are cogeneration, gas boiler , coal-fired boiler, deep geothermal well , etc. For any form of heating system, adjusting the heat supply based on user heating needs can achieve the goals of precise heating, on-demand heating, energy saving and consumption reduction.
8. [Institutional Research]
○Hongfa Co., Ltd. (600885) stated that the company's high-voltage DC relay continued to explode in the first half of the year. Its product series continued to gain the favor of major benchmark car manufacturers with its excellent quality performance and stable cost-effectiveness advantages. It has basically achieved comprehensive cooperation with mainstream car manufacturers around the world, and its global market share remains leading. It is expected that global new energy vehicles will maintain rapid growth in the second half of the year, and the company's high-voltage DC products are expected to achieve greater growth over the year-round delivery.
○ Zhenghai Magnetic Materials (300224) stated that nine of the company's energy-saving and new energy vehicle products have achieved mass production or fixed-point sales in the world. With its competitive advantages such as core technology and management system, the company has established a good brand image and occupied an advantageous market position in the automobile market with high technical barriers, especially the energy-saving and new energy vehicle markets. In the future, it will fully enjoy the dividends of the development of new energy vehicles.
○Jiangsu Shentong (002438) stated that in terms of hydrogen energy valves, the company's products include various valves used in hydrogen production to hydrogen storage, and transporting hydrogen to hydrogen refueling stations. At present, this project has the ability to supply small batches, and its product application scenarios include logistics vehicles, forklifts, drones, etc. The subsidiary is carrying out a new round of financing plans and preparing to expand energy construction projects to cope with the increase in demand for clean energy in future carbon emission reduction and economic development.
