On August 22, among the list of active stocks with northbound funds, there were 11 stocks with net purchases, and the largest amount was Tongwei Co., Ltd., with a net purchase of 695.4 million yuan;

Wen's Shares (300498.SZ) stated on the investor interaction platform on August 22 that the main assets of the multiple projects sold by the subsidiary are the land use rights of pig farms, and the company's initial investment was mainly land rent and land leveling and other expenses. The company's transfer of the above projects is mainly based on the following considerations: First of all, the company now has pigs, farms with annual seedling production capacity of about 46 million heads, and has not yet been fully produced and used. The key task at this stage is to improve the capacity utilization rate of breeding pig farms and achieve full production as soon as possible. Secondly, the area where the above projects are located is not the company's future pig industry key layout area. The above projects are reserve land and the company has not yet invested in construction. In order to revitalize assets and reduce resource waste, the company agrees to transfer the above items after selecting and determining the appropriate transfer party and negotiating a reasonable transfer price. The transfer will not have an adverse impact on the company's annual slaughter, future breeding layout and normal production and operation, and will not harm the interests of small and medium shareholders.

Offilucent (002456.SZ) stated on the investor interaction platform on August 22 that the company will continue to improve overall operational efficiency and profitability, and is committed to bringing long-term and stable returns to investors. Specifically, the company will use the steady development of the optical industry as a basis to accelerate the development of innovative businesses such as smart cars and new fields, extend to the upstream of the industrial chain, explore new markets, build a business architecture system for three major sectors: smart phones, smart cars, and new fields, enhance the core competitiveness of its own complete industrial chain, and provide customers with one-stop optical services.

Longzhou Co., Ltd. (002682.SZ) stated on the investor interaction platform on August 22 that if there is an emergency demand in the city, the power generation vehicle produced by the company's holding subsidiary Changfeng Special Automobile can support the city's power supply.

Keg Precision Machinery (301338.SZ) stated on the investor interaction platform on August 22 that the company has not yet invested in photovoltaic or other related companies. However, the company's solder paste printing equipment, dispensing equipment and flexible automation equipment can all be used in emerging market fields such as photovoltaics and new energy.

Wanshun New Materials (300057.SZ) stated on the investor interaction platform on August 22 that the company and some subsidiaries have implemented roof photovoltaics, which can meet some electricity consumption needs in the factory and reduce electricity consumption costs.

Yingli Co., Ltd. (300956.SZ) stated on the investor interactive platform on August 22 that the company is currently a secondary supplier of Tesla , mainly supplying car steering wheel interior parts such as volume control keys. If there is any other cooperation, the company will promptly fulfill its disclosure obligations in accordance with relevant requirements of laws and regulations.

Shenkeda (688328.SH) stated on the investor interaction platform on August 22 that the chip scriber that the company is developing can be used in silicon carbide.

shanhe Intelligent (002097.SZ) stated on the investor interaction platform on August 22 that the negative electrode material project is a strategic emerging industry that our company focuses on building. The company has invested a lot of resources and time. The current project is in the industrialization stage and the company has not cancelled the project plan.

Caesar Culture (002425.SZ) stated on the investor interactive platform on August 22 that the meta-universe game code-named "Animal Planet" is still in the R&D stage, and the R&D cycle and the version number approval will take a certain amount of time. The launch time and region are affected by many factors, and there is still uncertainty.

Golden Dragon Fish (300999.SZ) stated on the investor interaction platform on August 22 that the company's natural gas distributed energy project at its Dongguan factory in Guangdong is currently under construction. The company will continue to promote the use of more new energy in the future to help reduce carbon emissions.

(I) Event Announcement

Tencent Holdings (HK 00700, closing price: HK$310.6) announced that repurchased 1.13 million shares of on August 22, 2022, with a repurchase price of HK$310.4-HK$315.2, costing approximately HK$354 million.

Tenglong Co., Ltd. (SH 603158, closing price: 9.18 yuan) announcement that received a designated notice from a well-known domestic new energy host factory , and the company became the supplier of thermal management system pipeline assembly for its new project. According to customer planning, the project is expected to start mass production in 2024. The total amount of life cycle is approximately RMB 650 million, with a life cycle of approximately 6-7 years.

Taixiang Co., Ltd. (SZ 301192, closing price: 32.59 yuan) announced that the company plans to acquire no less than 76.38% of equity by paying cash. The final acquisition ratio, counterparty and transaction price still need to be determined after further negotiation between the parties to the transaction. The overall valuation of the target company is approximately RMB 240 million. Through this transaction, the company will accelerate its layout in the fields of new energy vehicle parts and automotive lightweighting.

Zhongsheng Pharmaceutical (SZ 002317, closing price: 14.82 yuan) announcement recently, the company received the "Drug Registration Certificate" for injection parecoxib sodium approved and issued by the National Drug Administration .

Aleda (SZ 300696, closing price: 32.41 yuan) announcement that due to the power restriction policy, the company's production line has been shut down and the power supply is restricted on August 17, and the expected power supply time to resume is August 26. During this period, the company actively allocated electricity resources and rented power generation facilities to ensure the timely delivery of main production tasks. Affected by the continuous high-temperature power supply tightness, some of the company's production lines have not been fully put into production, which has a certain impact in a short period of time.

United Optoelectronics (SZ 300691, closing price: 19.81 yuan) announcement, and signed a "Strategic Cooperation Framework Agreement" with Xinchen Technology Co., Ltd. . The two parties intend to jointly establish a joint innovation laboratory for business innovation needs of the Metauniverse Digital People, and jointly carry out forward-looking technology tracking and sharing, technology and product research and development, software and hardware integration, solution implementation, project implementation, etc.

Mingtai Aluminum Industry (SH 601677, closing price: 27.25 yuan) announced that it plans to raise no more than 4.035 billion yuan for new energy battery materials projects with annual output of 250,000 tons. The main products are aluminum foil for lithium batteries, aluminum-plastic film , aluminum for battery pack packages and battery water-cooled plates, etc., which have a large increase in market demand in recent years. After the project reaches full production, the average net profit during the operation period is 616 million yuan.

(II) Interim report Selected

Tongce Medical (SH 600763, closing price: 122.4 yuan) announced on the evening of August 22 that it achieved operating income of 1.318 billion yuan in the first half of the year, and increased by 0.05% year-on-year; net profit attributable to shareholders was 296 million yuan, down 15.73% year-on-year; basic earnings per share 0.92 yuan. During the reporting period, due to the impact of the epidemic, the number of outpatients in the company decreased by 5% year-on-year and the operating income decreased by 6.8% year-on-year. Dandelion Branch is currently in the preparation or cultivation period, contributing 171 million operating income during the reporting period, an increase of 105% year-on-year, but the net profit margin was only 5.5%, lowering the overall profit margin.The company's net profit in the first quarter was 166 million yuan. Based on this calculation, the net profit in the second quarter was 130 million yuan, a month-on-month decrease of 22%.

Oriental Yuhong (SZ 002271, closing price: 35.25 yuan) released its semi-annual report, achieving a net profit of 966 million yuan in the first half of the year, and decreased by 37.13% year-on-year.

Ankai Bus (SZ 000868, closing price: 6.25 yuan) announced that it achieved operating income of 602 million yuan in the first half of the year, a year-on-year decrease of 15.87%; net profit loss was 94.3452 million yuan.

Yutong Bus (SH 600066, closing price: 7.8 yuan) announced that it achieved operating income of 8.259 billion yuan in the first half of the year, a year-on-year decrease of 15.78%; net profit loss was 65.264 million yuan. The company's net loss in the first quarter was 116 million yuan. Based on this calculation, 's net profit in the second quarter was 50.74 million yuan.

Shenhuo Co., Ltd. (SZ 000933, closing price: 17.51 ​​yuan) disclosed its semi-annual report, and the company achieved operating income of 21.646 billion yuan, an increase of 39.46% year-on-year; and achieved net profit attributable to shareholders of 4.536 billion yuan, an increase of 210.07% year-on-year; and basic earnings per share of 2.029 yuan. During the reporting period, affected by the launch of all the integrated projects of Yunnan hydropower and aluminum, electrolytic aluminum , and a sharp rise in coal prices, the profitability of the company's main products has been greatly improved. The company comprehensively strengthened the benchmarking management of , and further improved its business management level.

AVIC Electrical and Electrical (SZ 002013, closing price: 11.85 yuan) disclosed its semi-annual report. During the reporting period, the company achieved operating income of 8.499 billion yuan, a year-on-year increase of 8.10%; net profit attributable to the parent was 668 million yuan, a year-on-year increase of 26.31%; basic earnings per share was 0.17 yuan.

Founder Securities (SH 601901, closing price: 6.86 yuan) announced that it achieved a net profit of 1.42 billion yuan in the first half of the year, an increase of 9.29% year-on-year.

Dingsheng New Materials (SH 603876, closing price: 61.54 yuan) announced that it achieved a net profit of 597 million yuan in the first half of the year, and increased by 292.47% year-on-year.

Postal Savings Bank (SH 601658, closing price: 4.51 yuan) The 2022 semi-annual report (A shares ) released on August 22 showed that as of the end of June 2022, the total assets of Postal Savings Bank , an increase of 6.66% from the end of the previous year; the total liabilities were 12.59 trillion yuan, an increase of 6.72% from the end of the previous year; the operating income was 173.461 billion yuan, an increase of 10.03% year-on-year; the net profit attributable to bank shareholders was 47.114 billion yuan, an increase of 14.88% year-on-year; the non-performing loan ratio of 0.83%, continuing to maintain the excellent level of the industry.

① As of press time, Dow futures fell 0.83%, S&P 500 index futures fell 1.07%, and Nasdaq futures fell 1.42% .

② US stocks Retail investors fell before the market. As of press time, AMC Cinemas (AMCh, stock price of US$18.02, market value of US$9.313 billion) fell 31.80%, one fell by more than 44% at one time; 3B Home Furnishings (BBBY, stock price of US$11.03, market value of US$882 million) fell 8.61%, one fell by more than 11% at one time; GameStop (GME, stock price of US$36.49, market value of US$11.112 billion) fell by 5.21%, one fell by more than 9% at one time.

③ As of press time, Tesla (TSLA, stock price of US$890.00 and market value of US$929.596 billion) fell 2.24%. On the 21st local time, Musk announced that the North American price of Tesla's "fully autonomous driving" system (FSD) will be raised by 25% from September 5, from $12,000 to $15,000; the progress of its brain-computer interface company Neuralink will be held on Halloween on October 31 this year.

④ As of press time, German DAX index fell 1.51%, French CAC40 index fell 1.23%, and European Stoke 600 index fell 0.75%.

⑤ As of press time, the euro fell 0.27% against the US dollar to 1.0006, hitting 0.9999 for a while during the session, falling back below parity again, for the first time since July 14.

⑥ The price of coal futures contract delivered in Europe next year rose 5.1%, reaching a record $335/ton.

⑦ Netherlands TTF natural gas in recent months futures price once reached US$3,024/kmcubic meter (292.4 euros/mWh), setting a new high since March this year. According to reports, the current rise in natural gas prices is related to the suspension of gas transmission from the " Beixi-1" pipeline from August 31 due to the suspension of maintenance of turbines.(CCTV News)

⑧ German Central Bank : The possibility of Germany's economy falling into recession has increased, and this fall inflation may exceed 10% .

⑨ US natural gas futures rose 6.46% to US$9.94/million, setting a new high since 2008.

⑩ Beijing time 20:30, Chicago Fed National Activity Index in July.

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