At the close of trading on June 27, the Xinjiang plate index was 13380.50, down 1.60%. On the same day, 5 stocks in the Xinjiang sector rose, 53 stocks fell, and 2 stocks were flat, with an increase rate of 8.33%, a total turnover rate of 0.74%, and a total turnover of 4.825 billion yuan.
1. Trend of index change:
Trend of Shanghai Composite Index in the past 10 days (from Oriental Wealth).
ChiNext index trend in the past 10 days (from Oriental Wealth).
Trend of Xinjiang Plate Index in the past 10 days (from Oriental Wealth).
2. Ranking of stock price increases:
On the same day, the top 5 stocks in the Xinjiang sector were: Li New Energy (001258) closed at 7.22 yuan, an increase of 6.18%; ST Tianshan (300313) closed at 6.24 yuan, up 2.97%; Xiling Information (300588) closed at 7.92 yuan, an increase of 1.93%; New Agricultural Development (600359) closed at 5.64 yuan, up 0.53%; Western Regions Tourism (300859) closed at 29.77 yuan, up 0.07%.
On June 27, the stock price increase ranking of the Xinjiang sector (from Oriental Wealth).
3. Turnover rate ranking:
On the same day, the top 5 stocks in the Xinjiang sector in terms of turnover rate were: Li New Energy (001258) 11.23%, Baihua Pharmaceutical (600721) 10.00%, Xiling Information (300588) 8.38%, Yuandao Communication (301139) 6.55%, and ST Tianshan (300313) 5.56%.
On June 27, the turnover rate of the Xinjiang plate ranked (from Oriental Wealth).
Fourth, the ranking of transaction amount:
On the same day, the top stocks in the Xinjiang sector in terms of turnover were: XD Guanghui Energy (600256) 468 million yuan, Li New Energy (001258) 374 million yuan, Xiyu Tourism (300859) 247 million yuan, and Chuanning Biology (301301) 246 million yuan.
Fifth, the main capital flow:
On the same day, the top 5 stocks with the net inflow of main funds in the Xinjiang sector were: Li New Energy (001258) 26.64 million yuan, Tiankang Biology (002100) 9.46 million yuan, New Natural Gas (603393) 6.4 million yuan, Xinjiang Zhonghe (600888) 4.32 million yuan, and Xuefeng Technology (603227) 3.99 million yuan.
On June 27, the main capital flow of the Xinjiang plate (from Oriental Wealth).
VI. Disclosure of Important Information:
Western Regions Tourism (300859) has attracted the attention of China Galaxy. Recently, China Galaxy released a research report and gave a recommended rating to the social service industry. In terms of scenic spots, the logic has shifted from recovery to growth, focusing on the three main lines of peak season reception bottleneck improvement, resource integration, and medium-term incremental reserve projects, and it is recommended to pay attention to Sante Cableway, Western Regions Tourism, and Tianmu Lake.
Tianshun Co., Ltd. (002800) announced on June 27 that the company recently signed a "guarantee contract" with Shanghai Pudong Development Bank Co., Ltd. Urumqi Branch, agreeing to provide joint and several liability guarantee guarantee for the 5 million yuan loan signed by Xinjiang Tianhui Logistics Co., Ltd., a wholly-owned subsidiary of the company, and the Urumqi Branch of Shanghai Pudong Development Bank.
Baodi Mining (601121) announced on June 27 that Xinjiang Haiyi Equity Investment Co., Ltd., the company's shareholder, intends to reduce its holdings of the company's shares by no more than 24 million shares, that is, no more than 3% of the company's total share capital, through centralized bidding and block trading.
Tianfu Energy (600509) announced on June 27 that the company intends to jointly invest in the establishment of a company with its own funds and China New Power Group Co., Ltd. and China Energy Construction Group Hunan Electric Power Design Institute Co., Ltd., with a registered capital of 180 million yuan, of which Tianfu Energy invested 90 million yuan, holding 50% of the shares, China Xinjian Power Group invested 72 million yuan, holding 40% of the shares, and China Energy Construction Hunan Design Institute invested 18 million yuan, holding 10%. The proposed business scope of the new company includes power generation business, power transmission business, and power supply (distribution) business; electrical installation services; construction engineering, etc.
On the same day, another announcement said that according to the company's development needs, the recent carbon emission allowance trading is relatively active, the market price is reasonable, and the company's wholly-owned subsidiary, Xinjiang Tianfu Energy Power Sales Co., Ltd., intends to sell the balance of carbon emission allowances held in 2021 by way of bulk agreement transfer through the national carbon emission trading system 700,600 tons.
ST Haoyuan (002700) issued a risk warning announcement on June 27, according to Section 4 of Chapter 9 of the Stock Listing Rules of the Shenzhen Stock Exchange (Revised in 2024), If the company fails to clear the 513 million yuan of occupied funds within six months in accordance with the requirements of the correction, the Shenzhen Stock Exchange will suspend the company's shares, and if the rectification is not completed within two months after the suspension, the Shenzhen Stock Exchange will implement a delisting risk warning for the company's stock trading, and if the rectification is not completed within two months, the Shenzhen Stock Exchange will decide to terminate the company's stock listing and trading. Investors are reminded to pay full attention to the company's delisting risk.
VII. Policy Form:
Globe:
@财联社: Generative artificial intelligence (GenAI) software revenue will grow at a CAGR of 53% starting in 2023 to reach $58 billion by 2028, according to Omdia's latest AI Software Market Forecast. GenAI software revenue will grow by 124% in 2024, up from the previous forecast of 100%.
@证券时报网: According to a recent survey by global market research firm TrendForce, the average price of DRAM will continue to rise in the third quarter due to the recovery in demand for general-purpose servers and the further increase in the proportion of HBM production by DRAM (dynamic random access memory, computer memory) suppliers. DRAM prices are expected to increase by 8%-13%, of which conventional DRAM will increase by 5%-10%, which is slightly smaller than the increase in the second quarter.
@财联社: The Riksbank left its benchmark interest rate unchanged at 3.75%, in line with market expectations, after the bank cut interest rates by 25 basis points last month. The Riksbank said that if the inflation outlook remains unchanged, the policy rate could be cut two or three times in the second half of the year.
Domestic:
@中国证券报: On June 27, the trading volume of the top broad-based ETF increased again. Wind data shows that on June 27, the turnover of Huatai Pinebridge CSI 300 ETF, CSI 500 ETF, ChinaAMC SSE 50 ETF, Harvest CSI 300 ETF, and E Fund CSI 300 ETF all exceeded yesterday, reaching 4.995 billion yuan, 3.221 billion yuan, 2.264 billion yuan, 1.777 billion yuan, and 1.714 billion yuan respectively. From June 24 to June 26, equity ETFs saw significant net inflows, with a cumulative net inflow of nearly 30 billion yuan. In comparison, the net inflows in the first three weeks of June were 8.457 billion yuan, 13.161 billion yuan, and 12.387 billion yuan respectively.
@中国新闻网: The 15th Summer Davos Forum was held in Dalian from 25th to 27th. At a sub-forum held on the evening of the 26th, Huo Fupeng, deputy director of the Industry Department of the National Development and Reform Commission of China, said that in terms of developing future industries, regions with advantages choose future industries based on their characteristics and carry out local pilots. This pilot application is open. Huo Fupeng also looked forward to the future industry. For example, he mentioned disruptive and original technologies such as brain-like intelligence, future networks, and quantum technology, and emphasized the need to conduct comprehensive data analysis of selected industries, formulate medium and long-term plans, and create a good ecological environment, including technology research and development, achievement transformation, industrial application and ecological cultivation.
@证券时报: On June 26, CRRC Qingdao Sifang Locomotive and Rolling Stock Co., Ltd. and Qingdao Metro Group jointly developed the carbon fiber metro train "CETROVO 1.0 Carbon Star Express Rail" for Qingdao Metro Line 1. This is the world's first carbon fiber subway train for commercial operation, which is 11% lighter and more energy-saving than traditional vehicles, leading the subway train to achieve a new green upgrade. At present, the carbon fiber metro train has completed the type test in the factory. According to the plan, it will be put into passenger demonstration operation on Qingdao Metro Line 1 within the year.
Xinjiang:
@石榴云: On June 26, the 8th China-Eurasia Expo opened at the Xinjiang International Convention and Exhibition Center. On the same day, the 3rd China-Kazakhstan Sub-local Cooperation Forum was held at the Xinjiang International Convention and Exhibition Center, where guests from China and Kazakhstan gathered to discuss deepening mutually beneficial cooperation between China and Kazakhstan in the new era and contributing local strength to building a China-Kazakhstan community with a shared future. The "Belt and Road" New Platform: China-Shanghai Cooperation Organization Local Economic and Trade Cooperation Demonstration Zone Special Promotion Conference was held in Urumqi. Nearly 200 people from government agencies and business representatives from 8 countries gathered together to discuss cooperation.
@石榴云: The application for the third batch of "2+5" key talent plan projects in the autonomous region was officially launched. The "2+5" key talent plan projects of the autonomous region mainly include two comprehensive talent plans, namely the "Tianshan Talents" training plan and the "Tianchi Talents" introduction plan, as well as five key talent projects, including the industrial technology innovation team, the scientific research and innovation platform talent team, the "unveiling the leader" talent recruitment, the talent introduction and cultivation of key parks, and the innovation and expansion of intellectual aid to Xinjiang.
@澎湃新闻: The Xinjiang Uygur Autonomous Region Meteorological Observatory issued a red warning signal for high temperature at 16:17 on June 26, 2024: It is expected that from the day of the 27th to the day of the 30th, the maximum temperature in the eastern part of Bortala Mongolian Autonomous Prefecture, the southern part of Tacheng Prefecture, Karamay City, Shihezi City, the northern part of Urumqi City, Changji Hui Autonomous Prefecture, the northern part of Kashgar Prefecture, the eastern part of Aksu Prefecture, the eastern part of Hotan Prefecture, the southern part of Bayingolin Mongolian Autonomous Prefecture, Turpan City, Hami City and other places will rise to more than 40 °C. The southern part of Turpan City and Hami City will reach more than 45 °C.
8. Quick Facts of Global Stock Markets:
Dow Jones Index trend of the last 10 days from Oriental Fortune.
Trend of NASDAQ index in the last 10 days (from Oriental Fortune).
S&P 500 Index trend of the last 10 days from Oriental Wealth.
Hang Seng Index trend in the last 10 days (from Oriental Wealth).
Nikkei 225 Index Trend for the Day (from Oriental Fortune).
Trend of the day in the US dollar offshore yuan index (from Oriental Wealth).
——Looking at the global stock market, examining China's economy, and seizing opportunities in Xinjiang——