This week, A shares Under the turmoil of the external stock market, the three major stock indexes fell across the board, the Shanghai Composite Index fell by 2.6%, the Shenzhen Component Index fell by 2.27%, and the ChiNext Index fell by narrower, down by 0.33%. After the first week of hot transactions, the Science and Technology Innovation Board became popular again this week. 25 stocks soared across the board, with a total market value of 635.9 billion yuan, a surge of 116.2 billion yuan from the first week of 519.7 billion yuan, and individual stocks are full of exciting...
How will A-shares perform next week? Will the Science and Technology Innovation Board continue to be popular? What are the factors that affect the stock market next week?
[Market News]
July CPI/PPI growth rate will be announced
8 Starting from August 9, the macroeconomic data in July will be released one after another. The July CPI/PPI will be disclosed on the 9th. Some institutions pointed out that the "lard resonance" situation in the future will still be the biggest risk factor for upward inflation. The upward risk of fruit prices is expected to be alleviated with the increase in supply of fresh fruits in summer and the gradual listing of fresh fruits in autumn. The CPI in July may be the highest point of the year on year. Inflation is expected to increase by 0.4% month-on-month and 2.8% year-on-year. The most important variable that affects PPI's month-on-month performance this year may still come from the supply side, especially environmental protection work. In the third and fourth quarters of this year, PPI may still show positive growth in some months month-on-month, and PPI is expected to grow zero month-on-month and decrease by 0.2% year-on-year.
MSCI quarterly adjustment, A-share inclusion factor will expand
MSCI official website announced that the quarterly adjustment of the August index will be announced on August 7, Central European Time (Dayday Saving Time). The index adjustment results will officially take effect after the closing on August 27.
According to the previously announced plan, MSCI will increase the inclusion factor of China's A-shares from 10% to 15% in the quarterly adjustment of the index in August, which is the second stage of A-shares' expansion of "entering into Motorcycles" capacity.
On June 1, 2018, A-shares were officially included in the MSCI Emerging Markets Index and the MSCI ACWI Global Index. This year, MSCI's expansion of A-shares will be implemented in three stages, expanding from 5% to 10% in May, expanding to 15% in August, and expanding to 20% in November. In November, China's A-share mid-cap stocks will also be included in the MSCI index.
164 companies disclosed interim reports
According to the pre-disclosure schedule of regular reports of Shanghai and Shenzhen stock markets, 164 companies will disclose interim reports next week. As of Friday, 69 companies have announced their performance forecasts. Statistics show that 20 companies expect to increase, 21 companies increase slightly, 6 companies expect to decrease, 6 companies slightly decrease, 5 companies lose for the first time, 7 companies turn losses, and 2 companies are uncertain, Harbin Air Conditioning continues to make profits, and Xiling Information continues to lose.
Among them, benefiting from the accelerated release of the market space of main businesses (metro and tunnels), Kaier New Materials expects a medium-term net profit of RMB 60 million to RMB 65 million, an increase of 85.59 times to 92.81 times; Tianshun shares 's operating income in the second quarter increased compared with the previous time, resulting in a growth rate of gross profit. It is expected that the net profit in the first half of the year will be 16 million to RMB 18.5 million, an increase of 1 5.29 times to 17.83 times; due to the addition of Sichuan Tonglu Agricultural Technology Company, the company's net profit increased, Fengle Seed Industry expects its net profit to be 23 million yuan to 28 million yuan in the first half of the year, an increase of 10.27 times to 12.73 times; due to the slowdown in the automobile industry's sales, Yinbaoshan's new mid-term performance is now at its first loss, with a net profit loss of 65 million yuan to 75 million yuan, a decrease of 1602.72% to 1833.9%.
Open market no funds due
Next weekOpen market no funds due. This week, 50 billion yuan of reverse repurchase expired, and the central bank netted 50 billion yuan.
Since July 23, the central bank has temporarily suspended reverse repurchase operations. Considering that there are few liquidity disturbances at the beginning of the month and that there is no central bank reverse repurchase or MLF expiration before August 15, the central bank will carry out reverse repurchase operations next time, and there will be no corresponding opportunity to lower the open market operation interest rate in the short term.
On the day the Federal Reserve announced the rate cut, the central bank did not conduct open market operations. Sun Guofeng, director of the Monetary Policy Department of the People's Bank of China, said that in the next stage, the People's Bank of China will implement a prudent monetary policy, closely monitor changes in the domestic and international economic and financial situation, and promptly pre-adjust and fine-tune policies based on China's economic situation and price changes, maintain a reasonable and abundant market liquidity and maintain a reasonable and stable interest rate level.
[Restricted shares lifted]
Wind data statistics show that next week (August 5-August 9), a total of 30 companies have successively lifted the restricted shares, with a total of 6.168 billion shares lifted the restricted shares. Based on the closing price of on August 2, the market value of the lifted shares was 68.062 billion yuan, an increase of 569.11% from the market value of 10.172 billion yuan this week.
From the perspective of the market value of the lifting of the ban, August 9 is the peak period for the lifting of the ban. The total market value of the ban on eight companies is 37.842 billion yuan, accounting for 55.60% of the scale of the lifting of the ban next week. Calculated based on the closing price on August 2, the top three in the market value of the lifted market are: China Film (18.397 billion yuan), Yonghui Supermarket (13.507 billion yuan), and China Emergency (7.698 billion yuan). Judging from the number of individual stocks released, the top three stocks with the number of unblocked stocks are: Yonghui Supermarket (1.435 billion shares), China Film (1.302 billion shares), and Wantong Real Estate (837 million shares).
data shows that on August 9, 1.435 billion shares of the targeted share issuance in Yonghui Supermarket will expire on August 9, and there are four shareholders who have been lifted, namely Jiangsu Jingdong Bangneng Investment Management Co., Ltd., Jiangsu Yuanzhou E-commerce Co., Ltd., Milk Co., Ltd., and Zhang Xuansong. The subscription price of shareholders with the fixed increase three years ago was 4.425 yuan per share. On Friday, Yonghui Supermarket closed at 9.41 yuan, which was more than double the increase from the additional issuance price, and it made a lot of profits.
A few days ago, Yonghui Supermarket released a performance report. The company achieved operating income of 41.173 billion yuan in the first half of 2019, a year-on-year increase of 19.7%; operating profit of 1.483 billion yuan, a year-on-year increase of 58.04%; total profit of 1.582 billion yuan, a year-on-year increase of 57.52%; net profit of 1.354 billion yuan, a year-on-year increase of 45.02%.
Chinese films will be listed for three years next week. China Film Group Corporation and the National Social Security Fund Council hold a total of 1.3 billion shares of the first-issue original shareholder restricted shares will be lifted, accounting for as much as 69.74% of the total share capital, accounting for 230.44% of the circulating shares before the lifting of the ban. After listing, China Film will achieve full circulation of shares.
[Company Focus]
Luxiao Technology : Signed a custom contract for 126 million yuan for silicon carbide long crystal equipment
Luxiao Technology announced on the evening of August 4 that the company recently received the "Silicon Carbide Long Crystal Equipment Customization Contract" signed by its wholly-owned subsidiary Luxiao Sapphire and Guohong Zhongyu Technology Development Co., Ltd. with 80 equipment sets and a total contract amount of 126 million yuan, accounting for 4.17% of the company's operating income in 2018.
Sany Heavy Industry : The cumulative share repurchase amount reached 646 million yuan
Sany Heavy Industry disclosed the repurchase progress on the evening of August 4. As of the end of July 2019, the company has repurchased a total of 51.6143 million shares, accounting for 0.62% of the total share capital, and the total transaction amount was 646 million yuan. Among them, 3.3167 million shares were repurchased in July, accounting for 0.04% of the company's total share capital, and the transaction volume was 45.1128 million yuan.
Tongxingda: Orders have gradually recovered and capacity utilization is gradually increasing
Tongxingda announced on the evening of August 4 that due to the impact of trade frictions, the orders of some of the company's core customers have slowed down, which has had a significant impact on the company's operating performance. At present, orders have gradually recovered and capacity utilization is gradually increasing.
Runda Medical : The actual controller of the company will be changed to Hacheng District, Hangzhou City People's Government
Runda Medical announced on the evening of August 4 that the actual controller and major shareholder of the company intend to transfer 20.02% of the company's shares to Xiacheng Guotou for the purpose of reducing the proportion of stock pledges, and introduce strategic investors of state-owned enterprises, with the transfer price of RMB 12.95 per share. At the same time, shareholders Feng Rong and Wei Ming authorize the voting rights to hold the remaining shares of the company after the transaction is completed to Xiacheng Guotou for exercise. Xiacheng Guotou will hold no less than 26% of the voting rights of the company's shareholders' meeting and become the controlling shareholder of the company. The actual controller of the company will be changed from Liu Hui and Zhu Wenyi to the People's Government of Xiacheng District, Hangzhou.
*ST Huaxin: The closing price of the stock has been lower than the face value for 10 consecutive trading days
*ST Huaxin announced on the evening of August 4 that the closing price of the company's stock has been lower than the face value of the stock (i.e. 1 yuan) for 10 consecutive trading days, and the company's stock may be delisted. The company is actively taking various measures to face the current business situation, including but not limited to: steadily advancing debt restructuring; comprehensively strengthening the collection of accounts receivable; and actively conducting due diligence and plan negotiations with intended strategic investors.According to relevant regulations, the daily closing price of listed companies for 20 consecutive trading days is lower than the face value of the stock, and the transaction ownership decides to terminate the company's stock listing.
[Partial Good]
html Friday, August 9th 2019 Huawei Developer Conference
0 From August 9th to 11th, Huawei will hold the 2019 Huawei Developer Conference in Dongguan Songshan Lake . Huawei EMUI10 system, "Glory Smart Screen" equipped with many black technologies such as Haisi Honghu 818 Smart Chip will be officially released at this conference. In addition, the Hongmeng operating system, which has been developing for seven years and is one of the killer features in the spare tire plan, is also expected to make its debut at the conference. Not only that, this conference will also be a grand event for developers of the ICT (i.e., information and communication technology) industry. 1,500 partners and 5,000 global developers in Huawei's industrial chain will gather here to discuss the future possibilities of Huawei's terminal ecosystem and the hot applications after mobile Internet.
affects sectors: Huawei concept stocks
affects individual stocks: Chengmai Technology, Mingpu Optomagnetics, Donghua Testing, Taijing Technology
html Friday, August 9th 2019 Pharmaceutical Big Health Digital Intelligence Future Summit
Driven by the digital wave driven by emerging technologies such as cloud computing, big data, and blockchain, pharmaceutical companies urgently need to strengthen enterprise information construction, improve the level of intelligent manufacturing, and realize the digital transformation and transformation of the entire pharmaceutical industry chain. How to leverage the new generation of information technology to help enterprises find IT solutions suitable for their own development, and fully open up the era of intelligent pharmaceutical industry. To this background, the 2019 Medical and Health Digital Future Summit will be held in Shanghai on August 9. Under the theme of "Digital Intelligence Creating the Future", the summit will share successful transformation cases, present a panoramic view of industry applications such as cloud computing, big data, intelligent manufacturing, digital factories, Internet of Things, artificial intelligence, blockchain, and compliance informationization, explore how new technologies and innovations drive corporate innovation and lead business growth, accelerate enterprise transformation and upgrading, and promote the rapid and healthy development of industrial technology.
affects sectors: pharmaceutical informatization
affects individual stocks: Wanda Information , Weining Health, Sichuang Medical Hui, Entrepreneurship Huikang
[New Stock Calendar]
Wind data statistics show that next week (August 5th to August 9th), of which 1 new stock will be issued, of which 1 on the GEM is. The release of Haineng Industrial on August 6th. The total number of new stocks issuances is about 21 million shares, and the total amount of funds raised is expected to be 580 million yuan.
In addition, a new stock will be listed in the first place next week, and Shenma Electric will be listed on August 5.
[Institutions look at the market]
Zhongtai Securities said that looking forward to August, there will not be much changes in the large macro environment. Whether it is PMI data or other high-frequency macro indicators, it shows that the economic fundamentals remain in a narrow range of fluctuations, which is smaller than the capital market. Therefore, compared with the fundamental data with less volatility, the market in August may still be dominated by risk preference.
China Merchants Securities said that as August is approaching, the market is still bullish. With the "downward pressure on the domestic economy is increasing", it is necessary for monetary policy to "maintain reasonable liquidity." A series of measures are expected to be introduced to "expand and expand final demand" and "stabilize manufacturing investment". Against the backdrop of accelerating the construction of new infrastructure such as information networks, many industries, especially the science and technology field, are expected to see a turning point in prosperity. The world has entered a cycle of easing. Against the backdrop of US interest rate cuts, the overall macro liquidity environment is expected to be loose. Overall, we are still optimistic about the performance of the A-share market in August.
Guojin Securities Research Report points out that technological growth is relatively dominant, and individual stocks need to "eliminate the false and retain the true". The current market expects the semi-annual performance of "some traditional consumer stocks" to be too high. Therefore, it is not ruled out that its stock price may be in the stagflation stage as the window period of the semi-annual performance inspection period approaches (August). Then some of the funds may flow to other sectors. From this perspective, the technology growth sector was relatively dominant in stock price performance in August.
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