[New stock subscription ]
- Lianhong Xinke: subscription code 003022, the maximum subscription requires a market value of 440,000 yuan, the subscription limit is 44,000 shares, and the subscription price is 11.46 yuan. The company mainly engages in polymer materials and special chemicals.
- Gigalong interconnect: subscription code 300913, the maximum subscription requires a market value of 85,000 yuan, the subscription limit is 8,500 shares, and the subscription price is 13.21 yuan. The company mainly engages in data cables, special cables and connecting products.
- Quecheng shares: subscription code 707183, the maximum subscription requires a market value of 140,000 yuan, the subscription limit is 14,000 shares, and the subscription price is 14.38 yuan. The company mainly engages in silica.
- Xinzhi Software: subscription code 787590, the maximum subscription requires a market value of 115,000 yuan, the subscription limit is 11,500 shares, and the subscription price is 10.73 yuan. The company mainly engages in IT services for financial institutions.
[No convertible bond subscription]
1. Global stock market
vAdvantage of vaccines and handover of US presidents are about to start to boost market sentiment, and US stocks closed higher across the board. Major European stock markets rose collectively. Japanese and Korean stock markets rose collectively.
On Tuesday, A-shares fluctuated and fell, and the Shanghai Composite Index fell back to the 3400 point mark. The two markets had a total turnover of 830.3 billion yuan, a decrease of 123.7 billion yuan from the previous trading day. On the market, sectors such as rare earth permanent magnets, graphite electrodes, gallium nitride, and charging piles ranked among the top in terms of gains; sectors such as high-yield transfers, dyes, and beer concepts ranked among the top in terms of declines.
2. Trading water temperature evaluation
market trading water temperature drops slightly. The index hit near the previous high on Monday, with a key point, strong selling pressure, and the market significantly increased in volume, and large funds showed signs of profit settlement. The current point should be viewed with caution. Short-term investors may reduce the frequency of operation and pay attention to grasping the rhythm. However, in the medium and long term, the domestic economy has accelerated its recovery, which is continuously attractive to global assets, supporting the marginal rise of the stock market safety. The logic of the medium and long-term improvement of A-shares remains unchanged. Medium and long-term value investors may continue to pay attention to new energy vehicles, photovoltaics, wind power and other directions that are operating from the upward cycle of the industry.
Institutional opinion speed reading
[Rongwei Securities Liu Sishan: The market has fallen slightly and does not change the mid-line upward trend] html The market rebounded continuously in 211, with Shanghai strong and Shenzhen weak patterns obvious, and the Shanghai Composite Index showed strong upward trend. At present, the Shanghai Composite Index is close to the July high. Although the stock index has adjusted slightly, it is expected that the market will continue to maintain a medium-term upward trend. In terms of operations, focus on blue chips with high performance and shareholding.
[Yuanda: The market has fluctuations and adjustment demand in the short term] The index hit near the previous high yesterday, with a key point, strong selling pressure, and obvious volume in the market, and large funds have signs of profit settlement. The current point needs to be viewed with caution. Short-term investors may reduce the frequency of operation and pay attention to grasping the rhythm. However, in the medium and long term, the domestic economy has accelerated its recovery, which is continuously attractive to global assets, supporting the marginal rise of the stock market safety. The logic of the medium and long-term improvement of A-shares remains unchanged. Medium and long-term value investors may continue to pay attention to new energy vehicles, photovoltaics, wind power and other directions that are operating from the upward cycle of the industry.
3. Financial News
[Hot Spot]
⭐, Shanghai Stock Exchange: focuses on listed companies' use of the concept of information disclosure hype.
The Shanghai Stock Exchange issued a notice on the "Guidelines for the Application of Self-Discipline Supervision Rules on Listed Companies on Shanghai Stock Exchange - Classified Supervision of Information Disclosure". The Shanghai Stock Exchange pays special attention to the following matters of listed companies and relevant information disclosure obligors: using information disclosure to speculate concepts, affecting the trading prices of the company's stocks and their derivatives or investor investment decisions; planning to implement asset transactions that may result in large-scale goodwill impairment risks or performance commitments; and the shares directly or indirectly held by the controlling shareholder or the largest shareholder or actual controller are pledged or frozen at a high proportion, which poses a greater risk.
⭐2. The medical consumables collection storm is in a hurry, and the next step will be "scraped" to orthopedic ophthalmology.
According to statistics, in more than a year since the pilot program of volume procurement of medical consumables in various provinces and cities has been implemented, the varieties involved mainly include cardiovascular (coronary stents, interventional balloons, etc.), orthopedics (orthopedic spine, orthopedic joints, artificial hip joints, trauma, etc.), ophthalmology (intraocular lenses), etc. It is generally expected in the industry that medical consumables categories such as orthopedic implants, artificial lenses, pacemakers, etc., which have high unit prices, large resource consumption and are easy to standardize, may be gradually included in the national centralized procurement system in the future.
, State Council: actively develops intelligent terminal products such as smart auxiliary equipment, elderly care, etc.
General Office of the State Council issued the "Implementation Plan on Effectively Solving the Difficulties of the Elderly's Use of Intelligent Technology". The plan proposes to actively develop smart terminal products such as smart auxiliary equipment, smart home and health monitoring, elderly care, etc.; release a catalog of smart health care products and services promotion, carry out application pilot demonstrations, and promote the continuous optimization and upgrading of smart terminals in accordance with the requirements of aging.
, E-House Research Institute : The housing price increase in first-tier cities fluctuates in the range of 5%-10%, and the recent increase curve generally declines.
1-October, the average transaction price of newly built commercial housing in 100 cities across the country was 15,823 yuan/square meter, an increase of 10.8% year-on-year. The increase in housing prices in first-tier cities fluctuates between 5% and 10%, and the recent increase curve generally declined. At present, stabilizing housing prices is still an important task across the country, and there is a possibility that the increase in housing prices in various places will further stabilize.
. The clues of illegal and irregular activities of Yongmei Holdings have been transferred to the China Securities Regulatory Commission.
Recently, the self-discipline investigation of Yongcheng Coal and Electricity Holding Group Co., Ltd. has been basically completed. The Traders Association has transferred the clues of suspected illegal and irregular activities of Yongmei Holdings found in the self-discipline investigation to the securities supervision and management department through relevant departments. In the next step, the Traders Association will promote self-discipline punishment against Yongmei Holdings in accordance with the procedures. At the same time, the Traders Association found during the investigation that Yongmei Holdings' parent company Henan Energy and Chemical Group Co., Ltd. is also suspected of related violations, and has initiated a self-discipline investigation on it.
, National Development and Reform Commission: to 2025, forest economy annual output value will reach 1 trillion yuan.
National Development and Reform Commission issued the "Opinions on Promoting the High-Quality Development of Woody Grain and Oil and Forest Economy" to further broaden the channels for food sources and promote the enhancement of national food security guarantee capabilities. The goal is to add or transform 50 million mu of woody grain and oil economic forests by 2025, with a total area remaining above 300 million mu, with an annual output of primary products reaching 25 million tons, an annual output of woody edible oil reaching 2.5 million tons, and an annual output value of forest economy reaches 1 trillion yuan.
, National Development and Reform Commission: The net operating income of rural residents in poor areas increased by 4.9% in the first half of the year.
In the first half of the year, even under the influence of the epidemic, the net operating income of rural residents in poor areas increased by 4.9% year-on-year, far higher than the GDP growth rate. In addition, in 2019, the net operating income of rural residents in poor areas was 4,163 yuan, an increase of 7.1% over the previous year, and the growth rate accelerated by 2.7 percentage points.
, China Association of Automobile Manufacturers: In early and mid-10 November, the automobile production of 11 key enterprises reached 1.612 million vehicles, a year-on-year increase of 9.6%.
China Association of Automobile Manufacturers Data shows that in early and mid-November 2020, the automobile production of 11 key enterprises reached 1.612 million vehicles, a year-on-year increase of 9.6%. Among them, the production of passenger cars reached 1.379 million, a year-on-year increase of 7.2%, and the production of commercial vehicles reached 233,000, a year-on-year increase of 27.1%.
9, JPMorgan Chase: commodity trading has made a comeback, and open contracts have rebounded to the level before the epidemic destroyed demand for all commodities, from oil to copper and corn.
As of November 20, the value of open positions was estimated to be US$937 billion, an increase of US$18 billion, climbing for the third consecutive week. The good news about the new crown vaccine has surpassed the impact of the risk of the epidemic, driving the rise of industrial metals, agricultural products and bulk goods across the board.
[Industry Observation]
1, TrendForce Consulting: may be affected by uncertain factors such as shortage of its own components, Honor Global smartphone market share will be 2% in 2021; Huawei Global smartphone market share will drop to 4% in 2021, down to less than one-third of this year. Considering that Apple will benefit some of Huawei's high-end order transfers, as well as the actions of actively increasing production, such as Xiaomi , OPPO, vivo, etc., to grab the Huawei market, it has actually exceeded the market share released by Huawei, and the overall market may also enter a quantitative correction due to excessively inflated production planning.
2, CIMC Group: shipping recovery and container demand recovery have a positive impact on operations. The volume and price of the container market have increased significantly in the second half of the year, especially in the fourth quarter. currently has container orders to in the first quarter of next year. Gross profit margin has returned to normal levels in the third quarter. The subsequent price trend is affected by market demand and raw material price fluctuations.
3, Ministry of Natural Resources : After the reform of "deregulation, regulation and service" in the surveying and mapping field, the total number of surveying and mapping qualification categories has been reduced from 138 to 20, with a reduction of 85.5%. In the past, there were four levels: A, B, C and D, but now there are two levels: A, B. industry said that market integration is imperative, and some businesses will be transferred to companies with Class A and Class B qualifications, which improves the quality of surveying and mapping and further strengthens the leading companies with Class A and Class B qualifications.
4, Securities Times: Europe is taking unprecedented measures to eliminate traditional fuel vehicles and significantly increase investment in electric vehicles. Driven by increasing policies and heavy investments from enterprises, the process of electrification in Europe is expected to accelerate again, and domestic related suppliers are expected to usher in opportunities. The industry said that to meet the EU's environmentally friendly car target, up to 500GWh of battery cells will be required, which means that the EU's battery production capacity will be expanded to at least 10 times today.
5, Apple: As of June 2021, companies that offer digital courses or virtual events through iPhone apps can do not have to use the App Store's in-app purchase , which means they do not have to submit 30% of the fees charged to customers. This deadline has been extended by another half a year compared with the previously announced December.
6, Netflix: plans to expand its existing studio in New Mexico, USA, invest $1 billion in production spending, and build one of the largest production centers in North America. expects the project to bring 1,000 production positions over the next 10 years. Currently, more than $200 million has been spent in New Mexico, hiring more than 2,000 production suppliers and more than 1,600 actors and staff.
[Overseas]
1, Byden will nominate Yellen as the US Treasury Secretary. If confirmed finally, Yellen will become the first female Treasury Secretary in US history. Yellen, 74, is also widely regarded as a "safe" choice for the position of US Treasury Secretary, and may be able to win mutual compromise between the two parties and bridge policy differences in economic difficulties.
2, US html Manufacturing and service industry PMI hit a record high in many years in November. US service industry PMI rose to 57.7, the highest level in more than five years. The manufacturing PMI rose to 56.7, the highest level in more than six years.
3, The National Federation of Retailers expects sales to grow by 3.6% to 5.2% during the holiday season. Amid the raging epidemic, US retailers may still come to a better end in 2020. The National Retailers Federation (NRF) said on Monday that holiday season sales in November and December are expected to rise 3.6% year-on-year to 5.2% to $755.3 billion to $766.7 billion. Over the past five years, the average holiday season sales have increased by 3.5%.
4, rumored that the EU announced the "generic drug development strategy" this week. According to the draft EU documents seen by the media, the European Commission hopes to make it easier for patients to obtain cheaper generic drugs, and generic drugs may usher in huge room for development, and this move may cut revenues of large pharmaceutical companies. The document is scheduled to be released on Wednesday to make medicines cheaper and prevent a severe shortage of drugs when the outbreak began this year.
[New stock subscription ]
- Lianhong Xinke: subscription code 003022, the maximum subscription requires a market value of 440,000 yuan, the subscription limit is 44,000 shares, and the subscription price is 11.46 yuan. The company mainly engages in polymer materials and special chemicals.
- Gigalong interconnect: subscription code 300913, the maximum subscription requires a market value of 85,000 yuan, the subscription limit is 8,500 shares, and the subscription price is 13.21 yuan. The company mainly engages in data cables, special cables and connecting products.
- Quecheng shares: subscription code 707183, the maximum subscription requires a market value of 140,000 yuan, the subscription limit is 14,000 shares, and the subscription price is 14.38 yuan. The company mainly engages in silica.
- Xinzhi Software: subscription code 787590, the maximum subscription requires a market value of 115,000 yuan, the subscription limit is 11,500 shares, and the subscription price is 10.73 yuan. The company mainly engages in IT services for financial institutions.
[No convertible bond subscription]
1. Global stock market
vAdvantage of vaccines and handover of US presidents are about to start to boost market sentiment, and US stocks closed higher across the board. Major European stock markets rose collectively. Japanese and Korean stock markets rose collectively.
On Tuesday, A-shares fluctuated and fell, and the Shanghai Composite Index fell back to the 3400 point mark. The two markets had a total turnover of 830.3 billion yuan, a decrease of 123.7 billion yuan from the previous trading day. On the market, sectors such as rare earth permanent magnets, graphite electrodes, gallium nitride, and charging piles ranked among the top in terms of gains; sectors such as high-yield transfers, dyes, and beer concepts ranked among the top in terms of declines.
2. Trading water temperature evaluation
market trading water temperature drops slightly. The index hit near the previous high on Monday, with a key point, strong selling pressure, and the market significantly increased in volume, and large funds showed signs of profit settlement. The current point should be viewed with caution. Short-term investors may reduce the frequency of operation and pay attention to grasping the rhythm. However, in the medium and long term, the domestic economy has accelerated its recovery, which is continuously attractive to global assets, supporting the marginal rise of the stock market safety. The logic of the medium and long-term improvement of A-shares remains unchanged. Medium and long-term value investors may continue to pay attention to new energy vehicles, photovoltaics, wind power and other directions that are operating from the upward cycle of the industry.
Institutional opinion speed reading
[Rongwei Securities Liu Sishan: The market has fallen slightly and does not change the mid-line upward trend] html The market rebounded continuously in 211, with Shanghai strong and Shenzhen weak patterns obvious, and the Shanghai Composite Index showed strong upward trend. At present, the Shanghai Composite Index is close to the July high. Although the stock index has adjusted slightly, it is expected that the market will continue to maintain a medium-term upward trend. In terms of operations, focus on blue chips with high performance and shareholding.
[Yuanda: The market has fluctuations and adjustment demand in the short term] The index hit near the previous high yesterday, with a key point, strong selling pressure, and obvious volume in the market, and large funds have signs of profit settlement. The current point needs to be viewed with caution. Short-term investors may reduce the frequency of operation and pay attention to grasping the rhythm. However, in the medium and long term, the domestic economy has accelerated its recovery, which is continuously attractive to global assets, supporting the marginal rise of the stock market safety. The logic of the medium and long-term improvement of A-shares remains unchanged. Medium and long-term value investors may continue to pay attention to new energy vehicles, photovoltaics, wind power and other directions that are operating from the upward cycle of the industry.
3. Financial News
[Hot Spot]
⭐, Shanghai Stock Exchange: focuses on listed companies' use of the concept of information disclosure hype.
The Shanghai Stock Exchange issued a notice on the "Guidelines for the Application of Self-Discipline Supervision Rules on Listed Companies on Shanghai Stock Exchange - Classified Supervision of Information Disclosure". The Shanghai Stock Exchange pays special attention to the following matters of listed companies and relevant information disclosure obligors: using information disclosure to speculate concepts, affecting the trading prices of the company's stocks and their derivatives or investor investment decisions; planning to implement asset transactions that may result in large-scale goodwill impairment risks or performance commitments; and the shares directly or indirectly held by the controlling shareholder or the largest shareholder or actual controller are pledged or frozen at a high proportion, which poses a greater risk.
⭐2. The medical consumables collection storm is in a hurry, and the next step will be "scraped" to orthopedic ophthalmology.
According to statistics, in more than a year since the pilot program of volume procurement of medical consumables in various provinces and cities has been implemented, the varieties involved mainly include cardiovascular (coronary stents, interventional balloons, etc.), orthopedics (orthopedic spine, orthopedic joints, artificial hip joints, trauma, etc.), ophthalmology (intraocular lenses), etc. It is generally expected in the industry that medical consumables categories such as orthopedic implants, artificial lenses, pacemakers, etc., which have high unit prices, large resource consumption and are easy to standardize, may be gradually included in the national centralized procurement system in the future.
, State Council: actively develops intelligent terminal products such as smart auxiliary equipment, elderly care, etc.
General Office of the State Council issued the "Implementation Plan on Effectively Solving the Difficulties of the Elderly's Use of Intelligent Technology". The plan proposes to actively develop smart terminal products such as smart auxiliary equipment, smart home and health monitoring, elderly care, etc.; release a catalog of smart health care products and services promotion, carry out application pilot demonstrations, and promote the continuous optimization and upgrading of smart terminals in accordance with the requirements of aging.
, E-House Research Institute : The housing price increase in first-tier cities fluctuates in the range of 5%-10%, and the recent increase curve generally declines.
1-October, the average transaction price of newly built commercial housing in 100 cities across the country was 15,823 yuan/square meter, an increase of 10.8% year-on-year. The increase in housing prices in first-tier cities fluctuates between 5% and 10%, and the recent increase curve generally declined. At present, stabilizing housing prices is still an important task across the country, and there is a possibility that the increase in housing prices in various places will further stabilize.
. The clues of illegal and irregular activities of Yongmei Holdings have been transferred to the China Securities Regulatory Commission.
Recently, the self-discipline investigation of Yongcheng Coal and Electricity Holding Group Co., Ltd. has been basically completed. The Traders Association has transferred the clues of suspected illegal and irregular activities of Yongmei Holdings found in the self-discipline investigation to the securities supervision and management department through relevant departments. In the next step, the Traders Association will promote self-discipline punishment against Yongmei Holdings in accordance with the procedures. At the same time, the Traders Association found during the investigation that Yongmei Holdings' parent company Henan Energy and Chemical Group Co., Ltd. is also suspected of related violations, and has initiated a self-discipline investigation on it.
, National Development and Reform Commission: to 2025, forest economy annual output value will reach 1 trillion yuan.
National Development and Reform Commission issued the "Opinions on Promoting the High-Quality Development of Woody Grain and Oil and Forest Economy" to further broaden the channels for food sources and promote the enhancement of national food security guarantee capabilities. The goal is to add or transform 50 million mu of woody grain and oil economic forests by 2025, with a total area remaining above 300 million mu, with an annual output of primary products reaching 25 million tons, an annual output of woody edible oil reaching 2.5 million tons, and an annual output value of forest economy reaches 1 trillion yuan.
, National Development and Reform Commission: The net operating income of rural residents in poor areas increased by 4.9% in the first half of the year.
In the first half of the year, even under the influence of the epidemic, the net operating income of rural residents in poor areas increased by 4.9% year-on-year, far higher than the GDP growth rate. In addition, in 2019, the net operating income of rural residents in poor areas was 4,163 yuan, an increase of 7.1% over the previous year, and the growth rate accelerated by 2.7 percentage points.
, China Association of Automobile Manufacturers: In early and mid-10 November, the automobile production of 11 key enterprises reached 1.612 million vehicles, a year-on-year increase of 9.6%.
China Association of Automobile Manufacturers Data shows that in early and mid-November 2020, the automobile production of 11 key enterprises reached 1.612 million vehicles, a year-on-year increase of 9.6%. Among them, the production of passenger cars reached 1.379 million, a year-on-year increase of 7.2%, and the production of commercial vehicles reached 233,000, a year-on-year increase of 27.1%.
9, JPMorgan Chase: commodity trading has made a comeback, and open contracts have rebounded to the level before the epidemic destroyed demand for all commodities, from oil to copper and corn.
As of November 20, the value of open positions was estimated to be US$937 billion, an increase of US$18 billion, climbing for the third consecutive week. The good news about the new crown vaccine has surpassed the impact of the risk of the epidemic, driving the rise of industrial metals, agricultural products and bulk goods across the board.
[Industry Observation]
1, TrendForce Consulting: may be affected by uncertain factors such as shortage of its own components, Honor Global smartphone market share will be 2% in 2021; Huawei Global smartphone market share will drop to 4% in 2021, down to less than one-third of this year. Considering that Apple will benefit some of Huawei's high-end order transfers, as well as the actions of actively increasing production, such as Xiaomi , OPPO, vivo, etc., to grab the Huawei market, it has actually exceeded the market share released by Huawei, and the overall market may also enter a quantitative correction due to excessively inflated production planning.
2, CIMC Group: shipping recovery and container demand recovery have a positive impact on operations. The volume and price of the container market have increased significantly in the second half of the year, especially in the fourth quarter. currently has container orders to in the first quarter of next year. Gross profit margin has returned to normal levels in the third quarter. The subsequent price trend is affected by market demand and raw material price fluctuations.
3, Ministry of Natural Resources : After the reform of "deregulation, regulation and service" in the surveying and mapping field, the total number of surveying and mapping qualification categories has been reduced from 138 to 20, with a reduction of 85.5%. In the past, there were four levels: A, B, C and D, but now there are two levels: A, B. industry said that market integration is imperative, and some businesses will be transferred to companies with Class A and Class B qualifications, which improves the quality of surveying and mapping and further strengthens the leading companies with Class A and Class B qualifications.
4, Securities Times: Europe is taking unprecedented measures to eliminate traditional fuel vehicles and significantly increase investment in electric vehicles. Driven by increasing policies and heavy investments from enterprises, the process of electrification in Europe is expected to accelerate again, and domestic related suppliers are expected to usher in opportunities. The industry said that to meet the EU's environmentally friendly car target, up to 500GWh of battery cells will be required, which means that the EU's battery production capacity will be expanded to at least 10 times today.
5, Apple: As of June 2021, companies that offer digital courses or virtual events through iPhone apps can do not have to use the App Store's in-app purchase , which means they do not have to submit 30% of the fees charged to customers. This deadline has been extended by another half a year compared with the previously announced December.
6, Netflix: plans to expand its existing studio in New Mexico, USA, invest $1 billion in production spending, and build one of the largest production centers in North America. expects the project to bring 1,000 production positions over the next 10 years. Currently, more than $200 million has been spent in New Mexico, hiring more than 2,000 production suppliers and more than 1,600 actors and staff.
[Overseas]
1, Byden will nominate Yellen as the US Treasury Secretary. If confirmed finally, Yellen will become the first female Treasury Secretary in US history. Yellen, 74, is also widely regarded as a "safe" choice for the position of US Treasury Secretary, and may be able to win mutual compromise between the two parties and bridge policy differences in economic difficulties.
2, US html Manufacturing and service industry PMI hit a record high in many years in November. US service industry PMI rose to 57.7, the highest level in more than five years. The manufacturing PMI rose to 56.7, the highest level in more than six years.
3, The National Federation of Retailers expects sales to grow by 3.6% to 5.2% during the holiday season. Amid the raging epidemic, US retailers may still come to a better end in 2020. The National Retailers Federation (NRF) said on Monday that holiday season sales in November and December are expected to rise 3.6% year-on-year to 5.2% to $755.3 billion to $766.7 billion. Over the past five years, the average holiday season sales have increased by 3.5%.
4, rumored that the EU announced the "generic drug development strategy" this week. According to the draft EU documents seen by the media, the European Commission hopes to make it easier for patients to obtain cheaper generic drugs, and generic drugs may usher in huge room for development, and this move may cut revenues of large pharmaceutical companies. The document is scheduled to be released on Wednesday to make medicines cheaper and prevent a severe shortage of drugs when the outbreak began this year.
5, Japan: quasi-zenith satellite system plans to launch 3 satellites , and form a constellation composed of 7 satellites by the end of March 2024 to build its own satellite positioning system. The ultimate goal of the entire system is to maintain the distance measurement error of navigation space signal at around 0.3 meters by 2036.
4. Hot Spot Sniper
graphene battery : At the GAC Technology Day in July this year, GAC Group unveiled its latest developed graphene battery technology. The charging time has been greatly shortened, attracting widespread attention from industry insiders. Recently, GAC Group stated that the research and development of graphene batteries is currently underway, and the company expects to move this technology to mass production and testing of actual vehicles by the end of this year.
target: Dow Technology (300409), Huali Family (600503)
Intelligent pension: The General Office of the State Council issued the "Implementation Plan on Effectively Solving the Difficulties of the Elderly's Use of Intelligent Technology". The plan proposes to actively develop smart terminal products such as smart auxiliary equipment, smart home and health monitoring, elderly care, etc.; release a catalog of smart health care products and services promotion, carry out application pilot demonstrations, and promote the continuous optimization and upgrading of smart terminals in accordance with the requirements of aging.
target: Wanda Information (300168), Sichuang Medical Hui (300078)
Lithium hexafluorophosphate: Baichuan Information data shows that the price of lithium hexafluorophosphate was raised again on the 24th, with an amplitude of 5,000 yuan per ton, and the latest quotation was 95,000-105,000 yuan/ton. Since the fourth quarter of this year, driven by the improvement of supply and demand, the cumulative price of lithium hexafluorophosphate has increased by more than 40%, becoming the sub-special product with the largest increase in the lithium battery industry chain.
target: Tianji Co., Ltd. (002759), Dofluoro (002407)
maglev train : Dalian rolling stock company, a subsidiary of CRRC, announced on the 24th that the new generation of medium and low-speed maglev train independently designed and developed by the company recently completed a series of pre-mass production tests in Shanghai. This means that the model has met the conditions for mass production and will be centrally produced and put on the market in the next step. With the continuous breakthrough of maglev train technology, the maglev train project may be implemented at an accelerated pace during the 14th Five-Year Plan period, and the rail transit industry chain will usher in another opportunity.
target: Jinyi Industrial (601002), Xinzhu Co., Ltd. (002480)
5. Announcement highlights
[Individual stock gold rush]
- Gujia Home Furnishing (603816) plans to invest more than 500,000 yuan in Vietnam base to build an annual standard set of furniture product project.
- Baiao Chemical (603360) plans to repurchase the company's shares for 150 million to 200 million yuan, with the repurchase price not exceeding 28.59 yuan per share.
- Sinochem International (600500) positive electrode material project has built a NCM production capacity of 10,000 tons and has gradually entered the supply stage.
- Jinzhou Pipeline (002443) plans to invest 680 million yuan in pipeline product projects.
- Hongrun Construction (002062) won the bid for a 209 million yuan main pipe construction project of the sewage treatment plant.
- Hengrui Medicine (600276) Company's two products are included in the public list of proposed breakthrough therapeutic varieties.
- Daqin Railway (601006) controlling shareholder intends to increase its holdings of the company's total share capital by 1%.
- Baosteel Co., Ltd. (600019) plans to establish Baoshan Industrial Gas Branch and Wuhan Iron and Steel invest in the construction of a new continuous heat treatment production line, etc. Zhongnuo Communications, a subsidiary of
- Furi Electronics (600203), provides some drone and accessories OEM services for DJI.
[Daily Minesweeping]
- Beingmate (002570) holds 5.82% of the shares, Fonterra plans to reduce its holdings by no more than 3%.
- Aerospace Hongtu (688066) shareholder Gambridge Fukai Investment has reduced its holdings by 2.18% of its shares.
- Huazheng New Materials (603186) controlling shareholder Huali Group plans to reduce its holdings by no more than 3%. Qingyuan China, a shareholder of
- Sanda Film (688101), which holds 25.66% of the shares, plans to reduce its holdings by no more than 6%.
- Shenkai Co., Ltd. (002278) holds 6.55% of the shares held by Yingye Culture, shareholder, has been frozen in a row, and has been enforced by the judicial system and has been passively reduced.
- Starlight Agricultural Machinery (603789) holds 5.75% of the shares, shareholder Kunlun Huicheng plans to clear the position and reduce its holdings.
- Zhongmin Resources (002738) shareholder Zhongse Mining and its joint actors have reduced their holdings by 2.7% of the company's shares.
[Hot data 149 companies expect annual performance growth]
Data statistics show that as of November 24, 572 companies have announced their 2020 annual performance forecasts. The performance forecast type shows that 149 companies expect to increase and 73 companies expect to make profits, with a total of 38.81% of the companies reporting good news; there are 111 companies expect to decrease and lose money, respectively. Among the companies with positive performance forecasts, based on the median expected net profit growth, a total of 102 companies had net profit growth of more than 100%; 37 companies had net profit growth between 50% and 100%.
Specifically for individual stocks, Tianci Materials expects the highest net profit growth. The company expects the median net profit growth of 4189.22% for the whole year; Daan Gene and Haixin Food expect the median year-on-year growth of net profit for the whole year to be 2178.11% and 1142.71%, respectively, ranking second and third.
According to the industry, the performance growth rate of is expected to double, mainly concentrated in the chemical industry, pharmaceutical and biological industry, electronics and other industries, with 18, 12 and 9 stocks on the list respectively; in terms of the sectors, among the stocks that are expected to double, there are 9, 76 and 17 stocks in the main board, SME board and GEM respectively. Stocks are expected to double their performance, with an average increase of 54.49% this year, stronger than the Shanghai Composite Index.
stocks, Kanghua Biotech has the largest increase this year, with a cumulative increase of 386.23%; Jinlitai and BYD have risen by 316.96% and 286.69% respectively since the beginning of this year. Among the stocks with a decline in stock price, ST Modern has the largest decline, with a cumulative decline of 51.91%. *ST Dongyang and *ST Maiqu have the largest declines, with cumulative declines of 37.03% and 33.56% respectively.
[Stop and resume trading]
Suspension: Shuanglin Biology, *ST Lifan
Resumption: Shagang Co., Ltd.
[Re-ban stock]
[Re-ban stock]
6. Revealing the daily limit
7. Dragon and Tiger List
0
00
00
00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
8. Foreign investment trading
Shanghai Stock Connect funds flow to
Shenzhen Stock Connect funds flow to
Investment calendar
[Hot data 149 companies expect annual performance growth]
Data statistics show that as of November 24, 572 companies have announced their 2020 annual performance forecasts. The performance forecast type shows that 149 companies expect to increase and 73 companies expect to make profits, with a total of 38.81% of the companies reporting good news; there are 111 companies expect to decrease and lose money, respectively. Among the companies with positive performance forecasts, based on the median expected net profit growth, a total of 102 companies had net profit growth of more than 100%; 37 companies had net profit growth between 50% and 100%.
Specifically for individual stocks, Tianci Materials expects the highest net profit growth. The company expects the median net profit growth of 4189.22% for the whole year; Daan Gene and Haixin Food expect the median year-on-year growth of net profit for the whole year to be 2178.11% and 1142.71%, respectively, ranking second and third.
According to the industry, the performance growth rate of is expected to double, mainly concentrated in the chemical industry, pharmaceutical and biological industry, electronics and other industries, with 18, 12 and 9 stocks on the list respectively; in terms of the sectors, among the stocks that are expected to double, there are 9, 76 and 17 stocks in the main board, SME board and GEM respectively. Stocks are expected to double their performance, with an average increase of 54.49% this year, stronger than the Shanghai Composite Index.
stocks, Kanghua Biotech has the largest increase this year, with a cumulative increase of 386.23%; Jinlitai and BYD have risen by 316.96% and 286.69% respectively since the beginning of this year. Among the stocks with a decline in stock price, ST Modern has the largest decline, with a cumulative decline of 51.91%. *ST Dongyang and *ST Maiqu have the largest declines, with cumulative declines of 37.03% and 33.56% respectively.
[Stop and resume trading]
Suspension: Shuanglin Biology, *ST Lifan
Resumption: Shagang Co., Ltd.
[Re-ban stock]
[Re-ban stock]
6. Revealing the daily limit
7. Dragon and Tiger List
0
00
00
00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
8. Foreign investment trading
Shanghai Stock Connect funds flow to
Shenzhen Stock Connect funds flow to
Investment calendar
