1. Announcement of good news
1, Yong'an Forestry : Net profit in the first half of the year was 317 million yuan, an increase of 919% year-on-year
July 29th news, Yong'an Forestry disclosed its semi-annual report. The company achieved operating income of 549 million yuan in the 2022 semi-annual period, and increased by 171.25% year-on-year; net profit attributable to shareholders .317 billion yuan, an increase of 918.94% year-on-year; basic earnings per share 0.94 yuan.
2, Shouhang Hi-Tech : The consortium won the bid for 1.648 billion yuan for Three Gorges Energy Qinghai Golmud 100MW solar thermal project EPC general contracting
July 29th news, Shouhang Hi-Tech announced that the consortium won the bid for the EPC general contracting project of the Three Gorges Energy Qinghai Golmud 100MW solar thermal project, with a winning amount of 1.648 billion yuan.
3, Dongyangguang : Net profit in the first half of the year was 624 million yuan, a year-on-year increase of 646%
reported on July 29 that Dongyangguang announced that it achieved operating income of 5.926 billion yuan in the first half of the year, a year-on-year increase of 0.61%; net profit attributable to shareholders was 624 million yuan, a year-on-year increase of 646.16%. Benefiting from the strong support of national industrial policies and the strong demand in the emerging industries of emerging industries such as , aluminum electrolytic capacitors , market supply of has continued to be tight since the second half of 2020, and the supply and demand for aluminum electrolytic capacitors in 2022 continue to occur.
4, Shuobeide : It plans to build a new energy department industry project in , Jingmen City ,
, July 29, Shuobeide announced that the company and the Jingmen High-tech Industry Development Zone Management Committee have reached a preliminary cooperation intention on the company's construction of the new energy department industry project in Jingmen City. The total investment of the project is approximately 1.26 billion yuan, and it is mainly engaged in the research, development, production and sales of new energy power and energy storage battery liquid-cooled radiator plates, battery cell connection systems, new energy power battery copper discharge aluminum discharge end plate side plates, new energy vehicle intelligent antennas and sensors.
5, Zhongwei Co., Ltd. : It will supply battery material ternary precursor products to Tesla
July 31, Zhongwei Co., Ltd. announced that the company and Tesla signed the "Production Pricing Agreement" on July 30. The contract stipulates that the company will supply Tesla with battery material ternary precursor products from January 2023 to December 2025.
6, Xinning Logistics : Henan Provincial Department of Finance will become the actual controller of the company
reported on July 31 that Xinning Logistics announced that the company plans to issue 112 million shares to Dahe Holdings by issuing shares to specific objects. Before this equity change, Dahe Holdings did not hold the company's shares, and the company had no controlling shareholder or actual controller; after this equity change is completed, Dahe Holdings will directly hold 112 million shares of the company, accounting for 20% of the company's total share capital after this equity change, and become the company's direct controlling shareholder. Dahe Holdings is a wholly-owned subsidiary of Henan Investment Group , and Henan Investment Group will become the indirect controlling shareholder of the company; Henan Investment Group is a wholly-owned state-owned company, affiliated to Henan Provincial People's Government , and the Henan Provincial People's Government authorized the Henan Provincial Department of Finance to perform the duties of investor , and the Henan Provincial Department of Finance will become the actual controller of the company.
7, Lvkang Biochemical : plans to acquire 100% equity in Jiangxi Weike optimistic about the development of the photovoltaic adhesive film industry
July 31, Lvkang Biochemical announced that because it is optimistic about the future development prospects of the photovoltaic adhesive film industry, it plans to acquire 100% of the equity in Jiangxi Weike from Wanghong Center and Wang Meijun in the form of cash . It is planned to enter the film industry through this asset acquisition, in order to contribute new performance to listed companies growth points . On the same day, based on the future business development plan, the board of directors agreed to the listed company to sell 100% of the equity of Putan Thermal Energy to the company's shareholders Heli Asia, Fujie Pingtan, Beijing Kangmin or its designated entities.
2. Good news in the sector
1. The State Council decided to continue to exempt new energy vehicle purchase tax
proposed to promote consumption and effectively invest, and phased reduction of some passenger car purchase tax 60 billion yuan. On June 22, after further releasing the potential of automobile consumption and activate the used car market , on July 29, the State Council Executive Meeting once again proposed measures to promote automobile consumption. Specifically, this policy to promote automobile consumption mainly includes three contents: First, except for some regions, areas with limited purchases should increase the number of automobile indicators and relax restrictions on car purchase qualifications; second, break down the bottlenecks in the circulation of second-hand cars; third, continue the policy of exempting new energy vehicle purchase tax.
good sectors: new energy vehicle
related concept stock : Xiangyang bearing , accumulated into electronic , , , Delian Group , , , , , , , , , , , , , , , , , , , , , , , , , , , , html ml2 Baoxin Technology , Guodian Nanzhong
2, the Ministry of Commerce and other 13 departments issued notices on several measures to promote the consumption of green smart home appliances
The new round of "old-for-new" and " home appliances to the countryside " policies have finally been implemented. On July 29, the Ministry of Commerce website issued the "Notice on Several Measures to Promote the Consumption of Green Smart Home Appliances" by the Ministry of Commerce and 13 other departments, requiring the filling of shortcomings and weaknesses in the home appliance market, clearing up the bottlenecks in home appliance consumption, meeting the people's demand for the upgrading of low-carbon, green, smart and fashionable home appliance consumption, driving the development of home appliances and upstream and downstream related industries, helping to stabilize the macroeconomic , and better serving to build a new development pattern.
Positive sectors: Home appliances
Related concept stocks: Hesheng New Materials , Sunrise Oriental , Shanghai Mechanical and Electrical , Haili Co., Ltd. , Dechang Co., Ltd.
3, Development and Reform Commission : Priority support for projects in key infrastructure areas, and speed up the consultation of commercial banks to issue project supporting loans
On July 27, He Lifeng, secretary of the Party Group, director of the National Development and Reform Commission , and convener of the coordination mechanism for the promotion of effective investment, presided over the first meeting of the coordination mechanism, conveyed and studied the important instructions of the leaders of the State Council and the spirit of the Standing Committee of the State Council, and arranged and deployed the next step of work. The meeting required that all member units of the coordination mechanism should highlight the current work priorities and better play the role of the coordination mechanism. First, choose the right project. Better play the role of "a little effort to achieve a huge impact", bring more investment and drive, attract more social investment, and form more physical workload. Priority will be given to supporting projects in key infrastructure areas, projects within the planning, and projects with mature preliminary work. The second is to invest funds as soon as possible. Adhere to the principle of "funds and factors follow the project" and invest funds to meet the conditions as soon as possible. We should promptly ask commercial banks to issue project supporting loans, focus on solving problems such as factor guarantees, approval and handling, and do a good job in the preliminary work of the project and guarantees for land, energy use, environmental impact assessment and other factors. Third, we must speed up the start of construction. Seize the time window of the construction peak season in the third quarter, improve work efficiency, and form physical workload as soon as possible. During the project implementation process, those who meet the requirements should use to work for as much as possible to help local people work nearby, and strictly regulate project management.
favorable sectors: Da Infrastructure
Related concept stocks: Longyuan Construction , Huadian Heavy Industry , China Machine Reinstallation , Zhengping Co., Ltd. , Zhongxing Co., Ltd.
4, Ministry of Housing and Urban-Rural Development and Reform Commission: Promote the green transformation of urban production and lifestyle
2Ministry of Housing and Urban-Rural Development and Reform Commission issued the "14th Five-Year Plan" National Urban Infrastructure Construction Plan, which pointed out that it will promote the green transformation of urban production and lifestyle. Give priority to the development of urban public transportation , improve slow-moving networks such as non-motorized vehicle lanes and sidewalks, and continuously improve the level of green travel. Carry out in-depth construction of water-saving cities and improve urban water use efficiency.Promote the efficient, clean and low-carbon development of urban energy systems, enhance the acceptance and storage capacity of distributed clean energy in the power grid, and ensure the power of new terminal electricity use such as clean heating. Actively develop green lighting, accelerate the energy-saving transformation of urban lighting, and prevent and control urban light pollution. Promote garbage classification, reduction and resource utilization.
Positive sectors: Environmental protection
Related concept stocks: Zhongchuang Environmental protection , Yuanchen Technology , Jingjin Equipment , Shengda Resources , Jiangsu Shentong
5, Ministry of Housing and Urban-Rural Development and National Development and Reform Commission: Carry out the construction of urban resilient power grids and smart grids
The Ministry of Housing and Urban-Rural Development and the National Development and Reform Commission issued the "14th Five-Year Plan" National Urban Infrastructure Construction Plan, which mentioned that the construction of urban resilient power grids and smart grids should be carried out. In combination with urban renewal and the construction of new energy vehicle charging facilities, we will carry out expansion and upgrading of urban distribution networks, promote the construction of urban power cable channels and the entry of overhead lines in areas with conditions, realize comprehensive monitoring of equipment status and environment, and actively analyze and judge faults and improve grid resilience. Build emergency backup and peak-shaving power supplies with cities as units. Promote the integrated utilization of distributed renewable energy and buildings, orderly promote the application of active distribution networks, microgrids, and AC and DC hybrid power grids, and improve the coordination capabilities of distributed power and distribution grids. Promote the development of urban distributed photovoltaic according to local conditions. Develop energy Internet , deeply integrate advanced energy technology, information communication technology and control technology, to support the clean and low-carbon transformation of energy and electricity, optimization of comprehensive energy utilization efficiency, and flexible and convenient access of multiple entities.
good sectors: ubiquitous power Internet of Things
related concept stocks: Jicheng Electronics, Guodian Nanzi, Jinglun Electronics , Zhongneng Electric , Howang Electric , Howang Electric
6, National Energy Administration : In the first half of the year, the capacity of photovoltaic power generation was added to the grid-connected has a capacity of 30.878 million kilowatts
National Energy Administration announced the construction and operation of photovoltaic power generation in the first half of 2022, and the capacity of 30.878 million kilowatts was added to the first half of the year, of which the capacity of 11.225 million kilowatts was added to the grid-connected 11.225 million kilowatts. As of the end of June 2022, the cumulative grid-connected capacity was 336.204 million kilowatts.
good sectors: photovoltaic
related concept stocks: Sunrise Oriental, Jinjing Technology , Baoxin Technology, Guodian Nanzi, Zhongneng Electric
7, Air ticket Fuel surcharge for the first time this year
7 July 29 On the day, Fliggy received notification from domestic airlines such as China Eastern Airlines , Shanghai Airlines , Colorful Guizhou Airlines and other domestic airlines that the fuel surcharge will be lowered from 0:00 on August 5 (ticket issuance date): 80 yuan per adult passenger for flights below 800 kilometers (inclusive), and 140 yuan per adult passenger for flights above 800 kilometers, which is 20 yuan and 60 yuan respectively lower than before the adjustment. This is also the first cut since domestic airlines resumed charging fuel surcharges in February this year.
Positive sectors: Civil Aviation
Related concept stocks: Junior Airlines , China Eastern Airlines , Spring Airlines , China Airlines , China Airlines
8, National Battery Exchange Standard Drafting Group Working Conference was held in Xiamen
According to CATL Times Electric Service News, from July 26 to 29, the National Pure Electric Commercial Vehicle and Pure Electric Passenger Vehicle Battery Exchange Standard Drafting Group Working Conference was held in Xiamen . More than 160 expert engineers from more than 40 related institutions and enterprises including automobile OEMs, power batteries, battery swap station construction and operation, parts, etc., discussed industry standard solutions such as interchangeability of electric commercial vehicles and electric passenger vehicles on-board battery swap systems using the combination of online and offline .Up to now, the National Automobile Standardization Technical Committee Electric Vehicle sub-technical committee (SAC/TC114/SC27) has completed the national pure electric passenger car/commercial vehicle battery swap compatibility standard system planning, and is drafting industry standards related to the interchangeability of vehicle-mounted battery swap systems.
good sectors: battery swap concept
related concept stocks: Jicheng Electronics, Anjie Technology , Xuji Electric , Pinggao Electric , Zhongyuan Shares
3, Tomorrow's trend analysis
On Friday, as of the close, the Shanghai Composite Index fell 0.89%, the Shenzhen Component Index fell 1.3%, and the ChiNext Index fell 1.31%. Northbound funds sold a net sale of 1.719 billion yuan throughout the day; of which Shanghai Stock Connect sold a net sale of 395 million yuan, and Shenzhen Stock Connect Net sale of 1.324 billion yuan.
’s three major stock indexes fell again on the same day, among which GEM and Shenzhen Component Index both hit new lows since the pullback. The main board has once again shown a trend of falling in volume and , and the daily KD has formed a weak structure of dead cross below 50. Judging from the current price and volume structure, the probability of subsequent fall below the previous wave low point 3226 has further increased. Once the is effectively fallen below in the future, the market will return to the weak structure of fluctuating and falling in the medium term, and the time and space for the pullback will be further extended. In response, it is still necessary to pay attention to the corresponding position control.
In terms of sentiment, 1,387 companies rose, 1,526 companies decreased from the previous trading day. Excluding ST stocks and new stocks that have not opened, 59 hit the daily limit, 21 off the previous trading day; 30 hit the board, 8 more than the previous trading day; GEM stocks/ Science and Technology Innovation Board stocks hit the daily limit, 5 down the previous trading day; 0 hit the daily limit, the same as the previous trading day.
In terms of sentiment, market sentiment fell as scheduled. With the general decline of the market, the market sentiment indicators on that day always fluctuated below the 0 axis.
