2017/06/22
Niu Ge explained the market:
Preview:
Time chart
In the early trading, both markets opened low inertia, and the differentiation of the two markets increased after opening. The Shanghai Composite Index rose sharply, pushing the Shanghai Composite Index to the 60-day line, hit a new day high in the afternoon and then fell again. The ChiNext Index rebounded weakly, impacting the 60-day line encountered resistance and fell back, and the decline further expanded in the afternoon, falling below the 5-day line. To this day's closing, the Shanghai Composite Index rose nearly 1%, the Shanghai Composite Index turned slightly green, and the ChiNext Index fell more than 1%, both markets increased in volume compared with the previous day.
daily chart
On the market, MSCI concept stock continued to be strong in the morning session, Shiji Information (002153) hit the daily limit, Huaxin Co., Ltd. (600621) hit the daily limit for two consecutive days, and Huaxin Co., Ltd.'s daily limit led to the strengthening of Shanghai's state-owned enterprise reform concept stocks. Hongyu New Materials (300345), the leader in the residential integration concept that rose sharply the day before, was smashed and failed to close the board. Most of the stocks in this sector rose and fell. On June 21, the China Artificial Intelligence Industry Innovation Alliance was established. The artificial intelligence sector responded to the news. Sanfeng Intelligence (300276) and Yuanda Intelligence (002689) hit the daily limit. The new stock Intelligent Control (002877) that opened recently was blocked in the early trading, and the popularity of the second-new stocks is still weak. Yian Technology (300328) reversed the contract and led to a sharp rise in Tesla's concept stocks. In the afternoon, Tesla's leading Tianqi Model (002510) was smashed to block the board, and funds still had a big difference in this sector. Financial stocks performed strongly today, with financial sectors such as insurance, securities, and banks rising one after another. China Merchants Bank (600036) rose by more than 8, and its stock price hit a new high in the past nine years. Yinglian Co., Ltd. (002846), which opened at the daily limit, rose sharply to the daily limit, staged a market trend. Affected by the sudden plunge in Dalian Wanda series of bonds, Wanda movie (002739) hit the daily limit during the session, leading to a sharp drop in Wanda's privatization concept stocks. On the other hand, theme stocks , which rebounded in the early stage led by Xiongan New Area , Xinjiang, and national defense and military industry, collectively fell, with the largest decline today.
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hot sector
MSCI concept stocks performed strongly, Shiji Information hit the daily limit, Aofei Entertainment (002292) rose more than 9%, Linglong Tire (601966) rose more than 7%, China Merchants Bank rose more than 6%, Baoqianli (600074) rose more than 5%, Tianmao Group (000627), Anxin Trust (600816) exceeded 4%.
Sanfeng Intelligent hit the daily limit strongly, driving a sharp rebound in the artificial intelligence sector. Sanfeng Intelligent, Yuanda Intelligent, Hongxun Technology (603015), Wanxun Automation (300112) hit the daily limit, Aofei Entertainment rose by more than 9%, Huiding Technology (603160) rose by more than 4%, iFlytek (002230), and Unigroup Co., Ltd. (000938) rose by more than 2%.
decline list is on the Xiongan New Area, underground pipeline network, and Xinjiang sector has the highest decline.
on the news
1. Central Bank: On June 21, the Central Bank issued Order No. 1 this year, officially announcing the "Interim Measures for the Management of Interconnection and Cooperation between the Mainland and Hong Kong Bond Markets", which will come into effect on the date of its publication. The measures are formulated to standardize the development of Bond Connect (Northbound Connect) related businesses, protect the legitimate rights and interests of domestic and foreign investors, and maintain the order of the bond market.
2. As of June 20, 1,130 companies in Shanghai and Shenzhen have implemented cash dividend plans, of which 50 companies have cash dividend dividend ratios exceeding 3%, becoming members of the "high dividend club". Among these 50 companies, Shuanghui Development (000895), Yutong Bus (600066), and Harbin Pharmaceutical Co., Ltd. (600664) are the "frequently customers" with high dividends, while SAIC Group (600104), China Merchants Bank, and Industrial Bank (601166) are the "funders" who distribute "red envelopes" of tens of billions of yuan.
Blue Horse Stocks plummeted : Fosun Pharma
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Hong Kong Stocks
Fosun Bond
Fosun Bond
Fosun Market trend analysis and strategy:
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Niu Ge's view:
From today's market and last hour last hour chart trend and 60-minute k-line chart, the last hour of the late trading session was obviously accompanied by a large volume sell-off; the 60-minute k-line line has already had a cliff-like decline, and today's daily k-line rebounded to around 3190 and was under pressure, rising and falling, closing green, closing with a belt | "a yin candle with a long lead", which is a bit similar to the "grave cross line", so a short-term pullback is inevitable and high probability.
From the perspective of trading volume, it has fallen in volume. From the perspective of capital, today's funds have plummeted at the end of the trading day, and blue-chip stocks and theme stocks have doubled, which is terrible. It is expected that the short-term trend will not be too good, and fluctuations are inevitable. Of course, one thing is certain. The current upward trend is still there. The key is to see if 3120 points and 3100 fall below the market, the future market will be in danger and the short-term market may peak. Beware of getting out of the double-top pattern.
From the perspective of theme stocks and today's hot topics, only the MSCI concept and Tesla and artificial intelligence concepts performed strongly, among which "Shanghai Lingang" hit the daily limit, and Tianqi module hit the daily limit during the session; while the artificial intelligence concept only "Yuanda Intelligence and Wanxun Automation, Intelligent Automation" hit the daily limit, and Sanfeng Intelligent hit the daily limit during the session. Concept stocks such as Xiongan New Area and secondary new stocks fell significantly.
So Brother Niu believes that in the short term, you need to pay attention to controlling positions, controlling risks, and retaining the bottom position.
Institutional Views
Ping An Securities believes that being selected for MSCI will bring a boost to market sentiment and financial attention. In the short term, although the inclusion of A-shares into the MSCI index is limited, it will bring a boost to market sentiment and international attention. In the long run, it is expected that the inflow of about 10 billion US dollars will be initially brought in the future; if all of them are included, the inflow of funds is expected to reach at least 100 billion US dollars, which will also accelerate the marketization, standardization and internationalization reform process of A-shares. Judging from the market value of the 222 stocks selected this time, financial stocks have the highest weight, reaching 41.32%, of which the market value of banks, securities and insurance accounted for 27.30%, 7.75% and 6.24% respectively. From the beginning of the year to the present, the increase of banks, securities and insurance has been 3.79%, -4.69%, and 27.96%, respectively. Securities stocks are still in a value depression. 25 of the 27 listed brokers have been included in MSCI, and brokers will also usher in new opportunities.
Investment advice
Among the stocks selected for MSCI, the financial stocks have the highest weight ratio, reaching 41.32%. Today, the financial sector benefited from the successful inclusion of A-shares in the MSCI index, which pushed the index upward. The two markets formed a distinct seesaw effect today, with the Shanghai Composite Index rising and the ChiNext sluggish. The siphon effect of weight stocks on the market on the market is more obvious. Small and medium-sized theme stocks lack capital relay and are weak in attacking, and they are down again when the index plunged in the late trading. At present, the index has entered a strong resistance area in the early stage, and blue-chip stocks may usher in an adjustment situation after accelerating their rise. As the end of half a year approaches, the market capital market is tightening, and most funds currently choose to leave the market and wait and see. Investors are advised to beware of the risks of continuous pullbacks in the index. In terms of operations, they should focus on light positions and low buyers, and do not blindly chase the rise and sell the fall.
Evening Announcement Highlights: Zhongnan Construction Subsidiary jointly won the PPP project of 2.5 billion yuan.
Tonghuashun (300033) Financial News On the evening of June 22, several listed companies in the two cities issued announcements: 1. Galaxy Magnet (300127): It is expected to double its performance in the first half of the year; 2. Fuling Power (600452): Signed a 550 million yuan contract with Hubei Power; 3. Zhongnan Construction (000961): The subsidiary jointly won the PPP project of the relocation project of 2.5 billion yuan.
[Fixed increase and acquisition]
Renfu Pharmaceutical: It plans to invest no more than US$100 million to participate in the acquisition of the US company
Renfu Pharmaceutical (600079) issued an announcement stating that the company's wholly-owned subsidiary, Fu United States, signed a "Co-Investment and Shareholder Agreement" with BLUE RIDGE, registered in the Cayman Islands, and plans to participate in the establishment of a shareholding company Hand Renfu in the United States to acquire 100% of the equity of RiteDose in the United States. Renfu United States plans to hold shares in Hand Renfu is approximately 24.63%, with an investment amount not exceeding US$100 million.RiteDose is a US manufacturer of single-dose sterile agents, mainly used in the treatment of respiratory and ophthalmic diseases.
Yingliu Co., Ltd.: Terminate asset restructuring. An investor briefing was held on the 23rd.
Yingliu Co., Ltd. (603308) issued an announcement stating that the target company Guangda Machinery has uncertainty in solving problems such as guarantees in a short period of time, which may be unable to complete the response to feedback within the specified time. The counterparty of the transaction proposed to terminate the major asset restructuring. The company will hold an investor briefing on June 23, and plans to announce the announcement of the holding of the investor briefing and the stock resumes trading.
Gao Xinxing: The suspension of trading is a restructuring matter will be held at the meeting
Gao Xinxing (300098) issued an announcement stating that on June 21, 2017, the company received a notice from the China Securities Regulatory Commission that the Review Committee of the China Securities Regulatory Commission’s listed company mergers and acquisitions and restructuring will hold a working meeting in the near future to review the company’s issuance of shares to purchase assets and raise supporting funds. Upon application, the company's stock will be suspended from trading since the opening of the market on June 22, 2017. After the company receives the review results of the Mergers and Acquisitions Committee, the company will promptly announce and resume trading.
Zhonglu Co., Ltd.: The authorization for private placement expires and the wind power project has not been approved. The document
Zhonglu Co., Ltd. (600818) issued an announcement stating that by June 20, the company's private placement of shares raised funds to build Anhui Jixi high-altitude wind power station project and the validity period of the authorization for the company's private placement of shares has naturally expired and terminated. The project was announced before approval from May 26 to June 2 on the official website of the Anhui Provincial Development and Reform Commission. The Anhui Provincial Development and Reform Commission has not yet issued a project approval approval document for the project. The company will continue to actively promote the experimental operation process of the innovation project of high-altitude wind energy generation, and actively choose to build high-altitude wind energy power stations for experimental operation and distribution in more places with qualified airspace conditions.
[Semi-annual report performance forecast]
Galaxy magnet: It is expected to double the performance in the first half of the year
Galaxy magnet discloses its performance forecast. The company expects to make a profit of 110 million to 118 million yuan in the first half of 2017, an increase of 110% to 125% year-on-year, of which the non-recurring gains and losses amount is approximately 63.3 million yuan. During the reporting period, Galaxy Magnet received compensation of 86.9082 million yuan due to the government's acquisition of the old factory, which affected the net profit of 53.3857 million yuan.
[Add and Reduce Shares]
Tianhao Environment: Executives plan to reduce their holdings of 1.56 million shares of the company
Tianhao Environment (300332) issued an announcement stating that Mr. Wang Zufeng, the company's director, deputy general manager and secretary of the board of directors, holds 6,241,874 shares of the company's shares (accounting for 0.69% of the company's total share capital), and plans to reduce their holdings of the company's shares by centralized bidding transactions within 6 months after the date of publication of this announcement.
days and defense: Shareholders plan to reduce their holdings of 4.8 million shares of the company
days and defense (300397) issued an announcement stating that the company's shareholder Mr. Nie Xinyong plans to reduce his holdings of no more than 4.8 million shares of the company through centralized bidding and bulk transactions within six months after three trading days from the date of this announcement, and the reduction ratio shall not exceed 2% of the company's total share capital. The company stated that Mr. Nie Xinyong is not a controlling shareholder of the company. The implementation of this share reduction plan will not lead to changes in control of listed companies, nor will it have an impact on corporate governance structure, equity structure and continuous operations.
-day machine seal: The controlling shareholder's misoperation of operations constitutes a short-term transaction. The increase plan is suspended.
-day machine seal (300470) issued an announcement stating that when the company's controlling shareholder Sichuan Machine Investment implemented the increase in the company's shares on the 20th, it mistakenly sold 10,000 shares of the company's shares, forming a short-term transaction. Due to the restrictions of short-term trading rules, Sichuan Machinery Investment’s original plan to increase its holdings cannot be completed on schedule. Six months from the date of short-term trading, Sichuan Machinery Investment will continue to implement its increase holdings plan. Japanese Machinery Seal announced on June 8 that Sichuan Machinery Investment plans to increase its holdings of the company by 1% to 2% within 6 months. As of the 20th, Sichuan Machinery Investment has increased its holdings of the company by 0.27%.
[Major Matters]
Panhai Holdings: The company's external guarantee amount was 109.8 billion yuan, accounting for 599% of the net assets in 2016
Panhai Holdings (000046) issued an announcement stating that as of today, the company's external guarantee contract amount was 109.789 billion yuan, accounting for 599.13% of the company's net assets audited by on December 31, 2016; the actual balance of external guarantees was 77.436 billion yuan, accounting for 422.56% of the company's audited net assets on December 31, 2016. The above guarantees are all guarantees between the company to its holding subsidiaries or holding subsidiaries. At present, the company does not provide guarantees to third parties outside the company, nor does it have any overdue guarantees, guarantees involving litigation, or losses that should be borne due to the judgment of losing the guarantee.
Fuling Power: Signed a 550 million yuan contract with Hubei Electric Power
Fuling Power issued an announcement stating that the company plans to sign a contract for the comprehensive energy conservation transformation and power quality improvement project of Hubei Province's power grid with its affiliated Hubei Electric Power. The total contract amount is approximately 550 million yuan, and the company's estimated investment amount is 314 million yuan. The construction period of this project is about 6 months and the charging period is 7 years. The company and Hubei Electric Power are controlled by the same actual controller.
Jingsheng Mechanical and Electrical: Adjust the restricted stock repurchase price
Jingsheng Mechanical and Electrical (300316) issued an announcement stating that on June 21, 2017, the company implemented the 2016 profit distribution plan, "based on the company's total share capital of 985.0755 million shares on December 31, 2016, it paid a cash dividend of 1 yuan (including tax) to all shareholders for every 10 shares, and a total cash dividend of 98,507,550.00 yuan," said the company. According to the above situation, the company has made adjustments to the repurchase prices of restricted shares: the adjusted first-time restricted shares repurchase price is 5.1309 yuan/share, and the adjusted reserved restricted shares repurchase price is 4.84 yuan/share. The company said that the adjustment of the restricted stock repurchase price will not have a substantial impact on the company's financial status and operating results.
Tianlong Co., Ltd.: received 7.2716 million yuan of government subsidies
Tianlong Co., Ltd. (603266) issued an announcement stating that from January 1, 2017 to the date of this announcement, the company and its holding subsidiaries received a total of 7.2716 million yuan of government subsidies (unaudited), accounting for 8.97% of the company's audited net profit in the most recent fiscal year.
Win Shisheng: The executive divorced and divided 27.83 million shares to his ex-wife. His holdings were reduced to less than 5%
Win Shisheng (300377) issued an announcement stating that the company's executive Mr. Yan Jianbing (holding 8.10% of the company's shares) and Ms. Huang Yi completed the non-transaction transfer of securities on June 22, 2017 due to the dividing property. Yan Jianbing transferred 27,836,150 shares (accounting for 3.75% of the total share capital) to Huang Yi. After the changes in equity, Yan Jianbing held 32,336,150 shares of the company, accounting for 4.35% of the total share capital, and is no longer a shareholder of the company's holdings of more than 5%.
Sanxiong Aurora : The wholly-owned subsidiary received 20.65 million yuan in government tax refund funds
Sanxiong Aurora (300625) issued an announcement stating that the company's wholly-owned subsidiary Chongqing Sanxiong Aurora Lighting Co., Ltd. recently received 20,650,000.00 yuan in tax refund funds from the Chongqing Wanzhou Economic and Technological Development Zone Management Committee in accordance with relevant national policies and Wanzhou Economic and Technological Development Zone on investment promotion regulations.
Hang Seng Electronics: Recently, received 6.6686 million yuan in funding
Hang Seng Electronics (600570) issued an announcement stating that according to the "Implementation Opinions on Supporting the Accelerated Development of Gazelle Enterprises" issued by Hangzhou Hi-Tech (300478) Technology Industry Development Zone of Zhejiang Province and the "Notice on Issuing the 2016 Gazelle Enterprise Funding Funding Funding", the company recently received the above funding funds of RMB 6.6686 million.
Shenshenfang A: Continue to communicate and demonstrate the major asset restructuring plan
Shenshenfang A issued an announcement stating that the company, Shenzhen Investment Control and its competitors are actively promoting various work on major asset restructuring and continuing to communicate and demonstrate the major asset restructuring plan. At present, the company's restructuring due diligence, audit, evaluation and other related work are being carried out as planned.
*ST Zhongrong: abnormal stock trading fluctuations
*ST Zhongrong (000982) issued an announcement stating that the closing price deviation value of the company's stock for three consecutive trading days on June 20, June 21 and June 22, 2017 reached -14.26%. After verification, the company does not have any major matters that should be disclosed but not disclosed; there are no major changes in the company's internal and external operating environment.
Aikang Technology: The subsidiary company Daan 10MW photovoltaic power station grid-connected power generation
Aikang Technology (002610) issued an announcement stating that the company received a notice from the subsidiary Aikang New Energy Company that its "Jilin Province Daan 10MW Photovoltaic Power Station Project" under construction has been approved recently and signed a grid-connected scheduling agreement and other documents to start power generation. According to preliminary estimates, after the completion of this project, the Daan 10MW photovoltaic power station is expected to generate an average annual power of about 16.4 million kWh, and the annual average electricity bill income is about 14.43 million yuan.
Jiulian Development: The subsidiary signed a major contract of over 1.3 billion yuan and won the bid for a resettlement housing project of 974 million yuan
Jiulian Development (002037) issued an announcement stating that recently, the company's subsidiary Guizhou Xinlian Blasting Engineering Group Co., Ltd. and Guizhou Xishui Linlu Investment Co., Ltd. signed the "Construction Contract for the Phase I Construction Project of the Northern District of Xishui County" and the "Construction Contract for the Phase II Project of Sanchahe Danxia Valley Scenic Area in Xishui County". Another construction project, Xishui County Baofeng Reservoir Project, is improving bidding related procedures. (1) The contract price of the first phase of the construction project in the northern area of Xishui County: 1 billion yuan; (2) The contract price of the second phase of the Danxia Valley Scenic Area in Sanchahe, Xishui County: 356 million yuan. On the same day, the company issued an announcement stating that the company's subsidiary Xinlian Blasting Group recently won the bid for the "EPC General Contracting Project for the Construction Project of Mamianpo Relocation Poverty Alleviation Resettlement Housing (High-speed Railway Resettlement Point) in Dalong Economic Development Zone", with a winning bid of 974 million yuan and a construction period of 36 months. Jiulian Development stated that if the project is successfully implemented, it will have a positive impact on the company's operating performance.
Jiaao Environmental Protection: Sued the original shareholder of Dongjiang Energy, involving an amount of over 100 million
Jiaao Environmental Protection (603822) issued an announcement stating that the company submitted a civil complaint to the Jiaxing Intermediate People's Court and has been accepted. The company sued Dongjiang Energy's former shareholders Tongxiang Dongjiang Investment Co., Ltd., Tongxiang Jinkuihua Investment Management Partnership (Limited Partnership), Shen Hanxing and Lin Xiaoping, demanding that the four defendants be ordered to pay Dongjiang Energy arrears of 28.83 million yuan and bear the overdue repayment interest of 3.67 million yuan; and pay the company the net profit that should be supplemented will be 75 million yuan. The total amount of the above appeal is RMB 107.5 million. The lawsuit has not yet been heard.
Yasheng Group : Suffering natural disasters, causing economic losses of 31.15 million yuan
Yasheng Group (600108) issued an announcement stating that since June, the company's branches have suffered from natural disasters such as rainstorms and hail to varying degrees. As of June 22, the Zhangye Branch, Linze Branch and Zhang Laosi Branch of the company respectively reported disaster reports. According to verification, a total of 31.1517 million yuan of direct economic losses were caused, of which 20,959 mu of farmland were affected; crop losses were 30.2649 million yuan; and field roads and other assets were lost 886,800 yuan.
Yulong Co., Ltd.: It is planning major matters. It will be suspended from trading on the 23rd.
Yulong Co., Ltd. (601028) issued an announcement stating that the company is planning major matters. Given the significant uncertainty of the matter, the stock will be suspended from trading on June 23.
Del Co., Ltd.: It plans to invest 710 million yuan to increase the production capacity of electro-hydraulic pumps and transmission oil pumps
Del Co., Ltd. (300473) issued an announcement stating that the company plans to build a new electro-hydraulic pump project and a new annual auto automatic transmission oil pump project. It is initially estimated that the total investment of the two projects will be 372 million yuan and 338 million yuan (total investment amount 710 million yuan). After reaching production, each will generate revenue of 632 million yuan and 260 million yuan for the company every year. The construction period of the two projects is two years. Del shares said that the two investments will help increase the company's production capacity and increase market share.
Yibin Paper: Launches the domestic paper project with a total investment of approximately 750 million
Yibin Paper (600793) issued an announcement stating that the Yibin Paper Paper Daily Paper project is in a state of being built in the early stage due to various reasons such as fund raising and technical plan demonstration.Recently, the project has been officially launched at the construction site of Peishi Light Industrial Park, Nanxi District, Yibin City. The total investment of the project is about 750 million yuan, and the construction period is one and a half years. In addition, the company responded to the Shanghai Stock Exchange inquiry that night that said that as of the date of disclosure of the announcement, neither the company's controlling shareholder nor the actual controller had any significant information that should be disclosed but had not been disclosed.
Julong Pipe Industry: Obtained the exclusive joint development and distribution rights of the game "Three Lives Three Worlds Ten Miles of Peach Blossoms"
Julong Pipe Industry (002619) issued an announcement stating that the company's wholly-owned subsidiary Kashgar Youtong signed an agreement with Spring Entertainment, the copyright owner of the literary work "Three Lives Three Worlds Ten Miles of Peach Blossoms", and was authorized to use the relevant materials of "Three Lives Three Worlds Ten Miles of Peach Blossoms" exclusive joint development and distribution and operation of the series of games. The contract is valid for three years. Both parties will share the revenue after the series of games is launched in accordance with the proportion agreed in the agreement. Julong Pipe Industry said that the matter will help the company expand its IP inventory.
Zhongnan Construction: The subsidiary jointly won the bid for the relocation project PPP project of 2.5 billion yuan
Zhongnan Construction issued an announcement stating that the company's wholly-owned subsidiary Zhongnan Construction, as a consortium formed by the consortium, was formed with Zhongnan Civil Engineering and China Wuzhou Engineering Design Group Co., Ltd., and won the bid for the relocation project of Ningbo University School of Science and Technology. The winning bid amount is 2.53 billion yuan, with a cooperation period of 15 years, including 2 years of construction period and 13 years of operation and maintenance period.
Tianchen Co., Ltd.: Received 69.58 million yuan in cash dividends from Greenland Holdings
Tianchen Co., Ltd. (600620) issued an announcement stating that the company received approximately RMB 69.58 million in annual cash dividends from Greenland Holdings, which were invested by the company, and the amount will be included in the company's first half of 2017 income.
Huaan Securities : Approved to establish 9 new securities branches
Huaan Securities (600909) issued an announcement stating that the company recently received an approval from the Anhui Regulatory Bureau of the China Securities Regulatory Commission on the approval of the company's establishment of 9 branches, and was approved to establish 1 securities branch in Hefei, Huangshan, Anhui Province, Zhengzhou, Xinxiang City, Henan Province, Tai'an City, Shandong Province, Wuhan City, Hubei Province, Puning City, and Kaiping City, Guangdong Province.
