Songlin Technology’s subscription code is 732992, the issue price is 13.54 yuan per share, and the subscription limit for a single account is 12,000 shares. 2 The leaders of the China-US high-level economic and trade consultations between the two sides had a call. On the evening

3

U.S. will postpone the imposition of tariffs on some Chinese products

Xinhua Finance News, U.S. Trade Representative Office said that Trump Government will postpone the imposition of 10% tariffs on certain Chinese products, including laptops and mobile phones, will start next month. The tariff for other products will be postponed until December 15, including "computers, video game consoles, certain toys, computer monitors, and certain footwear and clothing products."

4

National Development and Reform Commission: Fruit and vegetable prices will fall, and the price level is expected to remain stable.

Relevant person in charge of the National Development and Reform Commission said yesterday that with the decline in fruits and vegetable prices in the later period, the overall price level in my country is expected to remain basically stable; a number of support policies such as finance, finance and land have been introduced, focusing on supporting the restoration and expansion of production capacity of breeding pig farms and large-scale breeding farms; strengthening market supervision, and severely cracking down on illegal behaviors such as pork hoarding and collusion to raise prices. For details, please click: When will the price of fruits, pork and vegetables be reduced? The official response is here, fruit and vegetable prices will further fall, and pig production capacity will be restored as soon as possible

5

Systematic importance bank evaluation method has been reviewed recently. It will be issued and promoted to implement

According to reports, the systematic importance bank evaluation method has been reviewed recently and will be issued and promoted to implement. At present, the initial list of systemically important financial institutions is not yet clear.

6

Ali is developing a dedicated SoC chip to promote the upgrade of the next generation of cloud computing technology

According to sources, Alibaba Pingtou Ge is developing a dedicated SoC chip that will be used for the core component MOC card of Alibaba Cloud Shenlong server to promote the upgrade of the next generation of cloud computing technology. Analysts believe that system chips (SoCs) refer to the technology of integrating a complete system on a single chip to packetize all or part of necessary electronic circuits. Due to its powerful and efficient integration performance, system chips are the main solution to replace integrated circuits. SoC has become an inevitable trend in the current development of microelectronic chips. Among A-share listed companies, Xuanji Information (300324) stated on the interactive platform that its subsidiary Chengdu Xuanji Xingyuan Information Technology Co., Ltd. and Alibaba Pingtou Ge Semiconductor Co., Ltd. have reached a strategic cooperation to jointly launch a low-power Internet of Things SOC platform solution. National Technology (300077) 's stake company Huaxiaxin relies on the design innovation of modern technology and computing architecture to tailor IP cores or SoC chips for downstream customers. Nasda (002180) has CPU independent design capabilities and design capabilities of complex SoC chips.

7

Improved trade prospects boosted US stocks to close higher. Nasdaq rose nearly 2%. The Dow Jones rose more than 370 points.

On Tuesday, local time, the leaders of the China-US high-level economic and trade negotiations spoke on the phone, and market confidence was boosted. The Dow Jones closed higher than 370 points and the Nasdaq rose nearly 2%. Chinese stocks generally rose, with JD.com , NetEase , and Sohu rising by more than 10%. The offshore RMB rose more than 1,000 points against the US dollar during the session and recovered the 7 yuan mark.U.S. oil rose nearly 4% to a two-week high, while Bergail rose more than 4% to its largest single-day increase this year. Risk aversion sentiment cooled down, and gold prices closed at $1,514.10 per ounce after more than six years of highs.

These announcements cannot be missed

1

WuXi AppTec : Many shareholders plan to reduce their holdings by no more than 10.74% of their shares

WuXi AppTec (603259) On the evening of August 13, many shareholders plan to reduce their holdings by no more than 10.74% of their shares. For details, please click: Another 10 billion yuan reduction in holdings! The shareholders of this company just cashed out 6 billion yuan, and the stock price of the previous reduction fell sharply. Will the stock price be good tomorrow? More than 1,200 companies sold share reduction plans this year...

2

Crystal Optoelectronics : The typhoon caused direct economic losses of about 12 million yuan. He is completing claims procedures with insurance companies

Crystal Optoelectronics (002273) announced on the evening of August 13. On August 10, the 9th super typhoon of this year " Liqima " landed on the coast of Wenling in Taizhou, Zhejiang, causing losses to the company and some of its subsidiaries. According to preliminary estimates, the company's direct economic losses caused by this typhoon is about 12 million yuan. Most of the damaged assets have been insured, and the company is actively handling the damage verification and claim procedures with relevant insurance companies. The company has taken effective preventive measures in advance for this typhoon disaster. This typhoon will not have a significant impact on the company's normal production and operation, and is expected to have a small impact on the company's operating performance in 2019.

3

Qifeng New Materials: Typhoon "Leqima" is expected to have a certain impact on the company's operating performance in 2019

Qifeng New Materials (002521) announcement on the evening of August 13. On August 10, affected by Typhoon "Leqima", some factories and buildings of Ouhua Company, the company's wholly-owned subsidiary, were damaged, and some machinery and equipment and inventory products were soaked in rainwater, but no casualties were caused. After the disaster occurs, the company immediately launched a disaster emergency plan and concentrated its deployment of forces to carry out emergency rescue and disaster relief work in an all-round way. The disaster is expected to have a certain impact on the company's operating performance in 2019, and the related economic losses are still to be further verified.

4

Shuanghui Development : Net profit fell slightly by 0.16% in the first half of the year. The pension account became the top ten shareholders.

Shuanghui Development (000895) disclosed its semi-annual report on the evening of August 13, with revenue in the first half of the year of 25.434 billion yuan, a year-on-year increase of 7.67%; net profit was 2.382 billion yuan, a year-on-year decrease of 0.16%; basic earnings per share was 0.72 yuan. From the perspective of shareholders, the Basic Pension Insurance Fund 802 Group holds 0.37% of the shares, becoming the top ten new shareholders.

5

Industrial FULL: Net profit in the first half of the year was 5.478 billion yuan, an increase of 0.62% year-on-year

Industrial FULL (601138) disclosed its semi-annual report on the evening of August 13. The company achieved operating income of 170.508 billion yuan in the first half of 2019, an increase of 7.24% year-on-year; net profit was 5.478 billion yuan, an increase of 0.62% year-on-year. Earnings per share was RMB 0.28. The company continued to increase R&D investment in core areas, with R&D expenses increasing by 18.66% compared with the same period last year. Among them, R&D investment in cloud network equipment and industrial Internet, including 5G, increased by 49.94% year-on-year.

6

Bethel: Net profit in the first half of the year increased by 27% year-on-year. It plans to repurchase 2 million shares-3000,000 shares of the company

Bethel (603596) disclosed its semi-annual report on the evening of August 13. The company achieved operating income of 1.31 billion yuan in the first half of 2019, a year-on-year decrease of 0.06%; net profit of 191 million yuan, a year-on-year increase of 27.04%; net profit after deducting non-operating items was 143 million yuan, a year-on-year increase of 1.72%. Earnings per share was RMB 0.47. On the same day, the company announced that it plans to repurchase 2 million shares-3000,000 shares of the company, with a repurchase price not exceeding 23.26 yuan per share.

7

Jinzi Ham : Net profit in the first half of the year was 39.23 million yuan, an increase of 92% year-on-year

Jinzi Ham (002515) disclosed its semi-annual report on the evening of August 13. The company achieved operating income of 126 million yuan in the first half of the year, a year-on-year decrease of 42.54%; net profit was 39.2261 million yuan, an increase of 92.05% year-on-year. Basic earnings per share is RMB 0.04.During the reporting period, the company worked hard on traditional specialty meat products, and its products expanded from the original relatively single ham and ham meat products to ham, covering multiple products such as sausage, sauce meat, bacon, etc., effectively enriching the product echelon and enhancing the company's development potential.

8

Xinhua Insurance: The premium income of the first seven months is 82.5 billion

Xinhua Insurance (601336)At the evening of August 13, the company announced , and the company's cumulative original insurance premium income from January to July 2019 was 82.456 billion yuan.

( announcement content is excerpted from e company Appp)

brokerage today pays attention to what

Tianfeng Securities

Macro: Behind the social financing data is the multiple-choice policy questions. The sharp weakening of social financing credit data in July, although there are short-term one-time factors (large amounts of short-term loans issued in January expire in a concentrated manner), there are also long-term endogenous factors (economic downturn, trade frictions, financial supply-side reform, and suppression of real estate financing). Considering that there are not many local special bond quotas left at present, the subsequent social financing growth rate is under great pressure. But it is too early to say that "the turning point of credit contraction has arrived". The subsequent trend of social financing growth will depend on the hedging strength of countercyclical policies. At the end of July, the Politburo meeting had a positive overall adjustment of economic policies in the second half of the year, and the bottom line thinking was relatively clear. We can still expect the subsequent countercyclical policies to be moderately increased. If countercyclical policies can be moderately hedged, the growth rate of social financing is expected to remain at around 11%, and the economy is expected to stabilize in the second half of the year; if the policy does not increase any policy, the subsequent growth rate of social financing may fluctuate and fall in the range of 10%-11%, and 10.9% in June will become the high point of the growth rate of social financing this year, corresponding to the downward pressure on the economy in the second half of the year, but the amplitude will also slow down. Therefore, the decline or rebound of social financing, the contraction or expansion of credit, and the economic downturn or stabilization of the economy in the second half of the year are still multiple-choice questions for the policy.

Northeast Securities

Military Industry: Military Industry is expected to be highlighted in countercyclicality, and focus on to pay attention to leading white horse. The Sino-US dispute spreads to the non-trade field, and the security and environmental risks in China and its surrounding areas are intensifying. The challenges and risks faced by the security environment in China and its surrounding areas have intensified recently. The intensified security and environmental risks highlight the urgency of national defense construction, and my country's national defense and military modernization construction and reform process in the military industry are expected to accelerate. The industry's prosperity continues to improve, and the countercyclical attributes of the sector are expected to be highlighted. Orders for military-industrial enterprises have gradually recovered since the fourth quarter of 2017, and fundamentals have shown a trend of improving quarter by quarter. In the first quarter of this year, the performance of major military-industrial groups and military-industrial listed companies has accelerated. It is expected that the interim results of the military-industrial sector will maintain a high growth rate. After long-term adjustments, the current price-to-earnings ratio of the Shenwan National Defense and Military Industry sector is at the historical percentile level of 51%. Benefiting from the continued growth of the defense budget, the performance of the military industry will maintain steady growth, and the performance growth is highly certain. In the environment of intensifying macroeconomic uncertainty, the countercyclical attributes of the military industry sector are expected to be highlighted. The key recommendations are the leading white horses in the subdivided industries: Zhongzhi Co., Ltd. (600038), AVIC Optoelectronics (002179), Aerospace Electrical (002025) ; core technologies and products are independent and controllable targets: Torch Electronics (603678), Jingjiawei (300474) ; beneficiary targets of asset securitization: SiChuang Electronics (600990) .

Zhongtai Securities

Dianxin: 7 sales of new energy vehicles decreased month-on-month, which was in line with expectations overall. The significant decline in sales volume month-on-month was mainly due to the decline in subsidies in the first half of 2019, and the rush to install brought a large overdraft effect. Overall, production and sales volume in July meets expectations, and production and sales volume in August is expected to stabilize or stabilize. Recommended: Enjie Co., Ltd. (002812), CATL (300750), Xinzhoubang (300037) .