Everything Editor: Yang Jian
On September 26, the Shanghai Composite Index fell 1.20%. northbound funds bought 4.276 billion yuan today. , among which , Shanghai Stock Connect had a net purchase of 1.153 billion yuan, and Shenzhen Stock Connect had a net purchase of 3.123 billion yuan.
On September 26, northbound funds traded active stocks list , with a total of 12 stocks net bought, the largest amount was Kweichow Moutai (600519.SH, closing price: 1863.0 yuan), and a net purchase of 945.2 million yuan ; net sold 8 stocks, and the largest amount was Zijin Mining (601899.SH, closing price: 7.82 yuan), with a net sale of 564.1 million yuan.
On September 26, a total of 36 stocks were listed on the Dragon Tiger List , and the Sunrise Oriental Dragon Tiger List had the largest daily net purchase amount, reaching 60.1942 million yuan.
In the Dragon and Tiger List, there are 18 individual stocks involving special seats for institutions. The top three net purchases of are Deye Shares, Fengyuan Shares, and Shengtong Energy, with 60.377 million yuan, 46.4503 million yuan and 29.1029 million yuan respectively.
On September 26, 2022, , Shanghai and Shenzhen stock markets had a total of 114 bulk transactions, with a total transaction of 2.481 billion yuan of , involving 78 listed companies.
Today International (300532.SZ) stated on the investor interaction platform on September 26 that the smart logistics and intelligent manufacturing system provided by the company are widely used in machine vision and artificial intelligence technologies. The company has a wholly-owned robot subsidiary that focuses on the robot business field.
Kexin Technology (300565.SZ) stated on the investor interaction platform on September 26 that the international certification of the company's home storage system/wall-mounted home storage products is still in progress. In July 2022, the annual production of about 1GWh battery cells and module production lines of Kexin Juli has reached the scheduled usable state, and is currently in the capacity climbing period. Due to the impact of factors such as capacity climbing time, production line qualification rate, equipment performance driving rate and customer order uncertainty, as well as the market environment, there may be various risks such as insufficient customer order acquisition, insufficient order execution capabilities, and order benefits that do not meet expectations.
Lianhong New Science (003022.SZ) stated on the investor interaction platform on September 26 that in addition to lithium battery materials, the company is also conducting research and development of other new energy battery materials including sodium ion battery . The relevant products are currently in the laboratory development stage, and the relevant progress will be disclosed in accordance with regulations. The company's EVA products are mainly affected by market supply and demand, and prices follow the market; the price of EVA in July and August fell slightly compared with the second quarter, and the price of VA, one of the main raw materials of EVA, also fell during the same period. For specific price information, please check the relevant information website.
Science Innovation Source (300731.SZ) stated on the investor interaction platform on September 26 that the liquid-cooled plate production line operation and customer introduction of our company's holding subsidiary Suzhou Ruitek Thermal Dissipation Technology Co., Ltd. has been well established. Please pay attention to the relevant announcements issued by the company for the specific production line production and progress arrangements.
Shenkonka A (000016.SZ) stated on the investor interaction platform on September 26 that the company's semiconductor business has been laid out in the fields of storage and optoelectronics. Among them, the storage field mainly carries out packaging and testing of storage products; the optoelectronics field mainly carries out research and development and production of Micro LED and Mini LED related products.
Tianyang Technology (300872.SZ) stated on the investor interaction platform on September 26 that Capital Online is a company's shareholding company. The investment is included in other equity instrument investments in the financial statements, designated as financial assets measured at fair value and its changes are included in other comprehensive income . balance sheet date will be processed according to accounting standards . At that time, you can pay attention to the company's annual report.
Qingdao Jinwang (002094.SZ) stated on the investor interaction platform on September 26 that the company's aromatherapy candle product business has a R&D and design team of more than 100 people, and develops more than 1,000 products every year, which can meet the needs of different customers. At the same time, the company can develop products in a targeted manner according to the needs of customers to meet the needs of different markets.
Palm Co., Ltd. (002431.SZ) stated on the investor interaction platform on September 26 that the company has participated in the construction of the Kaifeng Yellow River Ecological Corridor Demonstration Belt Project (First Section) project. The total investment of the project is about 800 million yuan and the total construction period is about 30 months. The company is responsible for the construction, and the company's wholly-owned subsidiary Palm Design Group is responsible for the design. This project is an important part of the Henan ecological corridor ecological corridor demonstration project, and is also an important manifestation of the company's support for the country's major strategies and implementing the path of high-quality development of the Yellow River.
Shanhe Intelligent (002097.SZ) stated on the investor interaction platform on September 26 that the 1,000-ton negative electrode experimental line of Bobang Shanhe has completed various preset experiments, verifying the principles, prototypes and process routes of continuous graphitization industrialization. At present, Bobang Shanhe is building a 3,000-ton production line, the factory construction has been completed, and equipment installation and scientific research building are underway.
Zhongnong United (003042.SZ) stated on the investor interaction platform on September 26 that the company's annual production of 3,300 tons of pesticide original drug funding project is currently being carried out in an orderly manner. Among them, the pyraphine project was successfully trial production in July 2021, and the output has steadily increased. It has basically reached production. The bromopronil project was trial production in May 2022, and is now in the climbing stage of capacity release. For specific information, please pay attention to the company's relevant announcement.
Oriental Zirconium Industry (002167.SZ) said on the investor interaction platform on September 26 that the world's zirconium ore is mainly distributed in Australia and South Africa and other regions. Our company has invested in and cooperated mineral resources in Australia, which has rich zirconium production resources for many years to meet future mining needs. Downstream customers purchase nuclear pole sponge zirconium made from our company's zirconium oxychloride for use in the nuclear power industry. Our company's zirconium silicate product has an annual production capacity of 20,000 tons, and plans to build a new high-purity ultrafine zirconium silicate project with an annual output of 60,000 tons.
Fuliwang (688678.SH) stated on the investor interactive platform on September 26 that 1. The slow laser transfer printing speed will lead to an increase in unit cost. The speed is more than 1 times lower than screen printing . Moreover, the printing life of the screen version is high, at least 100,000 times, the average cost per cell is lower, the cost per film is high, and the number of reuses is limited. Currently, the production lines invested by mainstream battery cell manufacturers in the market are all screen printing. 2. The photovoltaic wire mesh is in the stage of research and development of the meshing process and is currently progressing steadily.
and Far Gas (002971.SZ) stated on the investor interactive platform on September 26 that the company's liquid ammonia production capacity was 200,000 tons. It was in the trial production process in the first half of the year, and it was not in continuous and stable full production. The overall price of liquid ammonia in the first half of the year was relatively high, and the company's products were sold at market prices.
Tin Pack Co., Ltd. (001332.SZ) stated on the investor interaction platform on September 26 that the company's products used in LNG and LPG transport ships mainly include VLEC VLGC VOC marine pressure vessel (heat exchanger, separation container, storage container and marine oil and gas device module, etc.). In 2019, 2020 and 2021, such products accounted for 9.34%, 2.69% and 8.17% of the main business revenue, respectively.
Shengtun Mining (600711.SH) stated on the investor interactive platform on September 26 that the company's under construction projects: the Karonway mining and smelting integrated project is expected to be put into production by the end of 2022; the preliminary approval procedures and land leveling of Guizhou New Materials Project have been completed, and it is currently in the process of infrastructure , and is expected to be put into production in the third and fourth quarters of 2023; Shengmai Nickel Industry is currently in the early stage of plant and ground survey and leveling, and synchronous construction design and other work are also underway, and is expected to be put into production in the fourth quarter of 2023.
Sobeide (300322.SZ) stated on the investor interaction platform on September 26 that the company is the core antenna and heat dissipation device supplier of North American AR/VR brand manufacturers and has been shipped in batches; in addition, the company also has product cooperation with several mainstream VR/AR manufacturers at home and abroad. The company has the R&D and production capabilities of Beidou satellite communication antennas, and Beidou satellite high-precision positioning antennas have been mass-produced.
Guoxin Health (SZ 000503, closing price: 9.95 yuan) issued an announcement on the evening of September 26 stating that the number of shares issued in this private placement will not exceed about 272 million shares (including the number of shares).This issuance plans to raise no more than about 794 million yuan. After deducting the issuance expenses, it will be used for five projects: "Three Medical Digital Service System Construction Project", "Health Service Integrated Construction Project", "Commercial Insurance Data Service Platform Construction Project", "R&D Center Upgrade Construction Project", and "Market Network Upgrade Construction Project". It will closely focus on the company's main business and conform to the relevant national industrial policies and the company's overall strategic development direction in the future.
Hesheng Silicon Industry (SH 603260, closing price: 120.29 yuan) issued an announcement on the evening of September 26 that the company's shareholder Fidelity Industrial's share reduction plan has been implemented, and during this period, the company's shares were reduced by about 20.43 million shares, and the share reduction accounted for 1.9% of the company's total shares. From January to December 2021, Hesheng Silicon Industry's operating income composition was: the chemical industry accounted for 57.35%, and non-metal smelting accounted for 41.75%.
Lihu shares (SZ 300694, closing price: 9.19 yuan) issued an announcement on the evening of September 26 stating that the company's shareholders Wuxi Jinmao and Yangzhou Economic Information reduced their holdings of the company's shares by about 2.53 million shares, and the reduction of shares accounted for 1.17% of the company's total shares. The plan for this share reduction has been half over. From January to December 2021, Lihu Co., Ltd.'s operating income structure was: manufacturing accounted for 100.0%.
high beam software (SZ 002063, closing price: 5.72 yuan) issued an announcement on the evening of September 26 stating that the final assessed value of Huakai Group is subject to the assessment report filed by State Grid Co., Ltd. The company will publicly list and transfer 26.32% of Huakai Group's equity at an appraisal price not less than the appraisal price registered by State Grid Co., Ltd., and the final transfer price shall be subject to the actual listing transaction price.
Boqian New Materials (SH 605376, closing price: 42.26 yuan) issued an announcement on the evening of September 26 stating that the plan for the private placement of A shares shares has been reviewed and approved at the 16th meeting of the second board of directors of the company. The target of this private placement of shares is Mr. Wang Liping, the actual controller of the company. The number of shares issued in this private placement shall not exceed 22 million shares (including the number of shares), and shall be subject to the number of issuances approved by China Securities Regulatory Commission . The issue price is 37.63 yuan per share. This issuance plans to raise no more than about 828 million yuan, which will be used to supplement working capital or repay bank debts after deducting issuance expenses.
Jinhe Industrial (SZ 002597, closing price: 40.16 yuan) released a repurchase report on the evening of September 26. The repurchase report stated that this time, it plans to use its own funds of no less than RMB 50 million (inclusive) and no more than RMB 100 million (inclusive) to repurchase the company's shares. The upper limit of the repurchase of shares this time shall not exceed RMB 60 per share, and the upper limit of the repurchase of shares shall not be higher than 150% of the average trading price of the company's stock in the thirty trading days before the board of directors reviewed and approved the repurchase resolution. The specific repurchase price shall be determined based on the company's secondary market stock price and the company's capital status. The implementation period of shares repurchase is within 12 months from the date on which the board of directors reviews and approves the share repurchase plan.
Biyinlefen (SZ 002832, closing price: 22.06 yuan) issued an announcement on the evening of September 26 stating that the company's shareholder Xie Ting reduced his holdings of the company's shares by about 1.61 million shares from June 27, 2022 to September 23, 2022, and the reduction of shares accounted for 0.28% of the company's total shares. The plan for this share reduction has been half over. From January to June 2022, Biyinlefen's operating income composition was: clothing and apparel accounted for 100.0%.
Pleke (SH 603566, closing price: 27.06 yuan) issued an announcement on the evening of September 26 stating that the basic situation of shareholders holding more than 5% of the shares: As of the date of this announcement, Mr. Sun Jinzhong held about 25.12 million shares of , which was not sold for , accounting for 7.12% of the company's total share capital. The relevant shares come from the shares obtained by the capital reserve being converted into capital and the secondary market purchase when the company's profit distribution. Due to personal financial needs, Mr. Sun Jinzhong plans to reduce his holdings by no more than 2 million shares through centralized bidding transactions (accounting for the company's total share capital does not exceed 0.5667%), and will be conducted within three months after 15 trading days from the date of this announcement.
Haitian Co., Ltd. (SH 603759, closing price: 9.99 yuan) issued an announcement on the evening of September 26 stating that as of the date of disclosure of this announcement, shareholders of Haitian Water Group Co., Ltd. , Sichuan Hebang Investment Group Co., Ltd. , holds 44.4 million shares of the company's unrestricted circulating shares, accounting for 9.62% of the company's total share capital.The company's shares held by them will be reduced by 6 months after 15 trading days from the date of disclosure of this announcement, or through bulk transactions within 6 months after the date of disclosure of this announcement, and the number of shares to be reduced by no more than 27.71 million shares, the reduction ratio will not exceed 6% of the company's total share capital, and it is guaranteed that the shares will not exceed 1% of the company's total share capital through centralized bidding transactions within 90 consecutive days, and the shares will not exceed 2% of the company's total share capital through bulk transactions.
Double Star New Materials (SZ 002585, closing price: 16.11 yuan) issued an announcement on the evening of September 26, 2022 that as of September 26, 2022, the company repurchased the company's shares through a special securities account for centralized bidding transactions, accounting for 0.53% of the company's current total share capital, the highest transaction price was about 19.29 yuan/share, the lowest transaction price was about 16.00 yuan/share, and the total transaction amount was about 101 million yuan, reaching the total amount of the lower limit of the share repurchase plan. On September 26, 2022, the company's stock closing price was 16.11 yuan/share. At this point, the company's share repurchase plan has been implemented.
Risconda (SH 603803, closing price: 6.52 yuan) issued an announcement on the evening of September 26, 2022, stating that on September 26, 2022, the company received a letter from Mr. Feng Xuesong on the progress of reducing the holdings of shares of Risconda Technology Development Co., Ltd. The company's shareholder Feng Xuesong reduced his holdings of the company's shares by approximately 2.91 million shares from June 28, 2022 to September 26, 2022, and the reduction in shares accounted for 0.67% of the company's total shares. The plan for this share reduction has been half over.
Sichuan Falongpyramid (SZ 002312, closing price: 11.26 yuan) On the evening of September 26, 2022, the company received a letter from Sichuan Development Securities Fund's "Letter on the Implementation of the Plan for Increased Holdings of Sichuan Falongpyramid Shares". Sichuan Relief Development Fund increased its holdings of the company's shares by a total of approximately 23.11 million shares through the Shenzhen Stock Exchange system through centralized bidding transactions, accounting for 1.22% of the company's total share capital, and the amount of increase was approximately 278 million yuan. As of the date of disclosure of this announcement, the relevant plan for increasing holdings has been completed.
Taijia Co., Ltd. (SZ 002843, closing price: 17.74 yuan) issued an announcement on the evening of September 26 stating that in order to promote the "Double Fifty" development strategy of sawing business, the company plans to jointly sign the "Share Transfer Agreement" with Song Jianghua (hereinafter referred to as "Party B1"), Xiao Jianmin (hereinafter referred to as "Party B2"), and Jiangsu Meterson Cutting Tools Co., Ltd. (hereinafter referred to as Meterson). The company plans to use its own funds of RMB 115.3423 million to acquire 100% of Metson's equity held by Party B and Party B. After the transaction is completed, the company will hold 100% of Meterson's equity.
Fu Bio (SZ 300482, closing price: 28.38 yuan) issued an announcement on the evening of September 26 stating that in order to fully ensure the continuous growth of the company's business, encourage value creation, and further improve the long-term incentive mechanism, Guangzhou Wanfu Biotechnology Co., Ltd. plans to use its own funds to repurchase the company's RMB common shares through centralized bidding transactions to implement the company's subsequent employee stock ownership plan or equity incentives. The total amount of repurchase funds for this repurchase is not less than RMB 30 million and not more than RMB 50 million. The specific total amount of repurchase funds shall be subject to the total amount of funds actually used; the repurchase price shall not exceed RMB 49.72 per share (inclusive). The implementation period of this share repurchase is within 6 months from the date on which the company's board of directors reviews and approves the share repurchase plan.
Sailun Tire (SH 601058, closing price: 10.33 yuan) issued an announcement on the evening of September 26 that Sailun Group Co., Ltd. recently received the "Approval on Approval on the Public Issuance of Convertible Corporate Bonds" issued by the China Securities Regulatory Commission . The approval content is as follows: The approved company has issued a total face value of approximately 2.009 billion yuan to the public, with a term of 6 years.
Basme (SZ 300796, closing price: 16.99 yuan) released its performance forecast on the evening of September 26, and it is expected that the net profit attributable to shareholders of listed companies in the first three quarters of 2022 will be approximately RMB 106 million to RMB 119 million, a year-on-year increase of 141.36% to RMB 169.92%; the main reason for the performance changes is that the company focuses on environmentally friendly pesticides and intermediates businesses, and has established a stable customer group while developing rapidly, and has continued to explore new high-quality customers such as BASF, a leading international agrochemical company. At the same time, the company actively responds to market changes, product quality is stable, and the sales pricing of its main products has been improved;
Huazhong CNC (SZ 300161, closing price: 17.41 yuan) issued an announcement on the evening of September 26 stating that Wuhan Huazhong University of Science and Technology Asset Management Co., Ltd., a shareholder holding approximately 16.06 million shares of Wuhan Huazhong CNC Co., Ltd. (accounting for 8.08% of the company's total share capital), plans to reduce the total number of shares of the company through centralized bidding and bulk transactions, which is no more than 4% of the company's total share capital. From January to December 2021, the operating income of Huazhong CNC was composed of 100.0%.
China Gold (SH 600916, closing price: 11.87 yuan) issued an announcement on the evening of September 26 stating that as of the date of disclosure of this announcement, CITIC Securities Investment Co., Ltd. held approximately 71.11 million shares of in China Gold Group Gold Jewelry Co., Ltd., accounting for 4.23% of the company's current total share capital. After internal decision-making by CITIC Securities Investment, CITIC Securities Investment intends to reduce its holdings of the company's shares through centralized bidding transactions, and the reduction ratio shall not exceed 2% of the company's total share capital. The reduction period is within 6 months after 15 trading days from the date of disclosure of this reduction plan, and within any consecutive 90 days, the total number of shares reduced through centralized bidding exchanges shall not exceed 1% of the total number of shares of the company.
Liaoning Energy (SH 600758, closing price: 4.16 yuan) issued an announcement on the evening of September 26 that the company's shareholder China Cinda Asset Management Co., Ltd. reduction plan has been implemented, and during this period, the company's shares were reduced by 17.35 million shares, and the reduction of shares accounted for 1.31% of the company's total shares. From January to June 2022, Liaoning Energy's operating income composition was: coal accounted for 72.05% and power generation accounted for 27.95%.
Eddie Precision (SH 603638, closing price: 14.68 yuan) On the evening of September 26, stating that Yantai Eddie Precision Machinery Co., Ltd. received a notice letter from the company's controlling shareholder, actual controller, chairman and general manager Mr. Song Fei . Based on his confidence in the company's future development prospects and recognition of the company's long-term investment value, he plans to increase his holdings of the company's shares through the methods allowed by the Shanghai Stock Exchange trading system within 6 months from September 27, 2022, with a total increase of no less than RMB 50 million and no more than RMB 100 million. As of the date of disclosure of this announcement, Mr. Song Fei, the company's controlling shareholder, actual controller, chairman and general manager, directly held approximately 7.96 million shares of the company, accounting for 0.95% of the company's total share capital.
① As of 19:43 Beijing time, the Dow Jones Industrial Average futures fell 0.64%, the S&P 500 index futures fell 0.71%, and the Nasdaq futures fell 0.62%.
② Brent crude oil fell below the $85/barrel mark, the first time since January this year. It once fell 1.86% during the day, and is now at $84.29/barrel; WTI crude oil once fell more than 2%, and is now at $77.97/barrel.
③ Apple (AAPL, stock price of US$150.43, market value of US$2.42 trillion) announced that the Indian factory began to assemble iPhone 14, which will be the first time India produces Apple's latest model mobile phone.
④ The exchange rate of the pound against the US dollar fell 4.9% in the early trading of Asia on the 26th to 1 to 1.0327, setting the lowest level since the British currency adopted the decimal system in 1971. The yield on the 10-year UK Treasury bond rose 22 basis points intraday to 4.05%, the first time since 2010.
⑤ " Financial Times " analysis of data from International Monetary Fund (IMF) shows that the scale of loans provided by the IMF to countries in economic difficulties hit a record high. As of the end of August, the total amount of loans issued by the organization through 44 plans this year has reached US$140 billion.
⑥Organization for Economic Cooperation and Development (OECD) lowered its global economic growth forecast in 2023 to 2.2%, previously 2.8%; lowered its U.S. economic growth forecast in 2023 to 0.5%, previously 1.2%; and lowered its eurozone economic growth forecast in 2023 to 0.3%, previously 1.6%.
⑦ The Italian government and Intel (INTC, stock price of US$27.52, market value of US$112.997 billion) have selected the town of Vigasio in the Veneto region of Italy as the preferred location for the new chip factory.
⑧ Unilever (ULVR, stock price of £4,051, market value of £102.97 billion) announced that the company's CEO Alan Jope will step down at the end of next year.
⑨ Bloomberg data shows that traders expect the Bank of England to raise interest rates by 5,150 basis points by the end of November, and are expected to raise interest rates to 5.75% by May next year, the same as the 2007 high.
⑩Beijing time 21:00, follow the speech of European Central Bank President Lagarde .
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