You have to develop a set of procedures, you have to understand your procedures, you have to follow your procedures.
Last:2945.85;Chg:-26.68;Chg:-0.90%; Volume: 271 million lots, Turnover: 266.7 billion, Turnover Rate: 0.59%.
Leading the industry
1. Banks: increase: 0.89%; Up: 32; Decline: 6; Leading stocks: Shanghai Rural Commercial Bank; Increase: 4.67%.
2. Engineering consulting services: increase: 0.32%; Increases: 14; Declines: 27; Leading stocks: Shenzhen Ruijie; Increase: 19.99%.
| name | latest | Increase% | Change |
| Shanghai | 2945.85 | -0.9 | -26.68 |
| SZSE Component Index | 8849.7 | -1.53 | -137.6 |
| GEM refers to | 1703.2 | -1.59 | -27.44 |
| BSE 50 | 706.4 | -1.6 | -11.52 |
| Science and Technology 50 | 715.36 | -1.96 | -14.28 |
| CSI 300 | 3454.12 | -0.75 | -26.14 |
| CNI 2000 | 6052.93 | -2.33 | -144.2 |
| CSI 1000 | 4864.09 | -2.45 | -122.29 |
| The average share price of A shares | 15.93 | -1.91 | -0.31 |
| Large-cap value | 7182.32 | -0.04 | -2.62 |
| Small-cap growth | 3935.4 | -2.57 | -103.63 |
| Hang Seng Index | 17716.47 | -2.06 | -373.46 |
| Taiwan weighting | 22905.98 | -0.35 | -80.71 |
| Dow jones | 39164.06 | 0.09 | 36.26 |
| Nasdaq | 17858.68 | 0.3 | 53.52 |
| UK FTSE 100 | 8179.68 | -0.55 | -45.65 |
| German DAX30 | 18210.55 | 0.3 | 55.31 |
| French CAC40 | 7530.72 | -1.03 | -78.43 |
| SENSEX, MUMBAI, INDIA | 79243.18 | 0.72 | 568.93 |
| Russian RTS | 1168.05 | 3.3 | 37.32 |
| Nikkei 225 | 39341.54 | -0.82 | -325.53 |
| KOSPI, South Korea | 2783.76 | -0.3 | -8.31 |
| COMEX Gold | 2338.7 | 1.1 | 25.5 |
| NYMEX Crude Oil | 81.81 | 1.12 | 0.91 |
| Rebar main connection | 3530 | -0.59 | -21 |
| A50 period refers to the current month consecutive | 11898 | -0.2 | -24 |
| USD-RMB mid-parity | 7.127 | 0.03 | 0.0022 |
First, the market panorama
1. Overview:
On June 27, the stock indexes fluctuated and fell, with the Shanghai Composite Index falling 0.9% to 2,945.85 points, the Shenzhen Component Index falling 1.53% to 8,849.7 points, the ChiNext Index falling 1.59% to 1,703.2 points, and the Science and Technology Innovation 50 Index falling 1.96% to 715.36 points. The total turnover of the Shanghai and Shenzhen stock exchanges was 626.323 billion yuan, a decrease of 17.1 billion yuan from the previous day. More than 4,700 stocks in the two cities fell. In terms of sector themes, consumer electronics, AI applications, and real estate services are among the top gainers; Non-ferrous metals, diet pills, and lithography machine concepts were among the top decliners.
2. Trading Water Temperature: Divergence
3. Money-making effect: poor
4.A50 performance
A50 refers to 11898 consecutive months (yesterday: 11926), an increase of -0.2% (yesterday: -0.24%), and a change of -24 (yesterday: -29) (closing data at 5:14 am on June 28, 2024).
5. Ups and downs
A total of 504 (yesterday: 4593) stocks rose in Shanghai and Shenzhen, 4517 (yesterday: 445) stocks fell, 68 stocks were flat (yesterday: 58), and 27 stocks (yesterday: 22) were suspended. Excluding the new stocks listed on the same day, there are 44 (yesterday: 66) stocks with a daily limit, and 23 (yesterday: 25) stocks with a downward limit.
(The data sources are inconsistent, for analysis reference only)
6. Transaction Amount
The total turnover of the Shanghai and Shenzhen stock exchanges was 626.323 (yesterday: 643.385) billion yuan, the Shanghai Stock Exchange 2666.71 (yesterday: 276.215) billion yuan, the Shenzhen Stock Exchange 359.652 (yesterday: 367.170) billion yuan, and the venture 1768.39 (yesterday: 177.948) billion yuan.
Opening turnover: 19.51 (yesterday: 1.657) billion yuan on the Shanghai Stock Exchange, 31.91 (2.511 billion yuan on the Shenzhen Stock Exchange), 13.07 (1.395 billion yuan on the Shanghai Stock Exchange), 1.307 billion yuan (1.395 billion yuan yesterday).
7. Continuous daily limit
Consecutive daily limit stocks:* ST Hengli (Auto Parts) (5) Space-Time Technology (Decoration and Decoration) (4) ST Dehao (Home Appliance Industry) (4) Tax Friends (Internet Services) (3) Golden Equator Technology (General Equipment) (3) Kaizhong Precision (Motor) (3) Chengdi Xiangjiang (Internet Services) (2) Huayang Lianzhong (Culture Media) (2) Shenzhen Ruijie (Engineering Consulting Services) (2) Online and Offline (Communication Services) (2) Yingtong Communication (Consumer Electronics) (2) Sanhui Electric (Power Grid Equipment) (2) ST Xuefa (Textile and Apparel) (2) ST Tesco (Commercial Department Store) (2) 。
High-standard stocks: *ST Hengli has closed 5 consecutive daily limits:
*ST Hengli (000622): Plans to set up a wholly-owned subsidiary + the selected investor has paid the transaction price + accelerated the introduction of war investment + auto parts 1, June 24 announcement, the company decided to invest 5 million yuan of its own funds to establish a wholly-owned subsidiary Hunan Hengli Smart City Service Co., Ltd. (hereinafter referred to as "wholly-owned subsidiary", the name of the subsidiary is subject to the approval and registration of the industrial and commercial department) according to the needs of production and operation business and strategic development. 2. On June 21, it was announced that the board of directors received the "Notification Letter" from Xiamen Rural Commercial Bank, the largest shareholder of the company, on June 21, 2024. Xiamen Rural Commercial Bank on the open recruitment and selection of investors, as of the date of this notice, the selected investors have paid the transaction price, Xiamen Rural Commercial Bank will continue to properly promote the follow-up work of equity transfer, whether the final completion of the equity transfer is still uncertain, about the follow-up progress of this public recruitment, Xiamen Rural Commercial Bank will be notified in a timely manner. In addition to the above-mentioned public investment solicitation matters, Xiamen Rural Commercial Bank does not have any major matters involving Hengli Industrial that should be disclosed but have not been disclosed or major matters in the planning stage, nor has it traded shares of Hengli Industrial. 3. Interaction on June 11: The company is currently accelerating the introduction of strategic investors, making every effort to improve the operating situation and financial situation, and striving to withdraw the relevant risk warning as soon as possible. 4. Interaction on September 12, 23: The company's main business includes auto parts manufacturing and bulk trade. Up to now, the auto parts business accounts for about 11% of the company's main business, the bulk trade business accounts for about 48%, the contract processing business accounts for about 13%, and other businesses account for about 28%. The company's main customers of auto parts are Zoomlion.
High-standard stocks: Space-time Technology has closed 4 daily limits in a row:
Spatio-temporal technology (605178): smart transportation + smart light pole + lighting engineering + spatial computing 1, the company's official website introduction: Relying on its own industrial advantages, New Spacetime integrates the core achievements of spatial computing technology in the process of urban digitalization by upgrading the dimension and expanding the description scope of urban data, combined with the research and development achievements in the field of "full data + AI computing", so as to realize the improvement of urban intelligent management level and operation efficiency in various scenarios, and build a future digital platform for the city. 2. On June 7, the company interacted: The company participated in the preparation of the "White Paper on the Development of Smart Multi-functional Poles (2022 Edition)", and the application of smart multi-functional poles and their mounting equipment in all walks of life is relatively diversified, and it is an important infrastructure to realize vehicle-road coordination. 3. Company interaction on June 4: In 2023, the company will continue to deepen the relevant layout in the field of smart transportation and smart parking, and obtained the construction project of Urumqi taxi online car-hailing service management platform, which includes the provision of related service information systems and intelligent terminals, etc. 4. The company's main business is lighting engineering system integration and smart city Internet of Things system development and product application services.
8. Concentration of daily limits
Sectors with a high concentration of daily limit stocks: special equipment, software development, power grid equipment, real estate development, engineering consulting services, optics and optoelectronics, Internet services, general equipment, cultural media, consumer electronics, decoration and building materials.
9. Limit and seal orders
The top 15 in the amount of daily limit orders (yuan): Wenzhou Hongfeng (electrical contact materials + consumer electronics upstream + lithium battery copper foil) (170 million), Kaizhong Precision (expected to increase in semi-annual report + new energy vehicles) (126 million), Deli shares (low-priced micro cap stocks + games + photovoltaic + daily glassware) (112 million), science and technology information (data elements + digital government + data security + Huawei) (94.0984 million), Yanhua Intelligent (intelligent transportation + smart medical + cloud computing + Huawei Hongmeng +Low-priced small-cap stocks) (77.1387 million), Tengya Seiko (general equipment + export + former subsidiaries with lawn mowing robots) (72.5641 million), Tanaka Seiki (Apple concept + automation equipment + integrated inductor production line) (69.2785 million), Huayang Lianzhong (advertising and marketing + Huawei + AIGC + Shanghai Data Exchange Center) (61.5149 million), Chengdi Xiangjiang (consortium winning bid + data center + computing power leasing + Huawei) (4, 9,770,500), Shenzhen Ruijie (AI corpus + construction engineering + water conservancy) (48,942,600), online and offline (mobile information services + digital marketing business) (48,629,900), Jiuding Investment (private equity investment + real estate) (44,874,600), SINBON Intelligence (automation equipment + robot + aero engine + going to sea) (41,110,100), Zhonggong Hi-Tech (highway maintenance + domestic software + Chinese prefix) (40,585,300), Guohua Network Security (Internet of Vehicles + Network Security + Hongmeng + Domestic Adaptation) (40.1178 million).
10. Limit time
The top 10 in terms of daily limit time: Kaizhong Precision (expected to increase in semi-annual report + new energy vehicles), Chengdi Xiangjiang (consortium winning bid + data center + computing power leasing + Huawei), online and offline (mobile information service + digital marketing business), SINBON Intelligence (automation equipment + robot + aero engine + going to sea), Yanhua Intelligent (intelligent transportation + smart medical + cloud computing + Huawei Hongmeng + low-priced small-cap stocks), Deli shares (low-priced micro-cap stocks + games + photovoltaic + daily glassware), Shenzhen Ruijie (AI corpus +Construction Engineering + Water Conservancy), Huayang Lianzhong (Advertising and Marketing + Huawei + AIGC + Shanghai Data Exchange Center), Tengya Seiko (General Equipment + Export + Former Subsidiary with Lawn Mower Robot), Wenzhou Hongfeng (Electrical Contact Materials + Consumer Electronics Upstream + Lithium Battery Copper Foil).
11. Main funds
The main funds of Shanghai and Shenzhen have a net outflow of 19.937 billion yuan today (yesterday: net inflow of 2.344 billion yuan). Among them, the net outflow of the main funds of the Growth Enterprise Market was 6.603 billion yuan, the net outflow of the main funds of the CSI 300 constituent stocks was 7.29 billion yuan, and the net outflow of the main funds of the Science and Technology Innovation Board was 558 million yuan.
Today, only one major fund in the real estate industry showed a net inflow, with a net inflow of 33 million yuan. The main capital of 30 industries showed a net outflow, of which the computer industry had the largest net outflow of main funds, with a net outflow of 2.207 billion yuan; the top net outflows of the main funds of the industries were electronics, automobiles, media, power equipment, non-ferrous metals, and communications, with net outflows of 1.956 billion yuan, 1.796 billion yuan, 1.592 billion yuan, 1.509 billion yuan, 1.352 billion yuan, and 1.303 billion yuan respectively.
Today, 1,912 stocks received a net inflow of main funds, of which 5 shares received a net inflow of more than 100 million yuan. Lingyi Zhizao has the largest net inflow of main funds, with a net inflow of 418 million yuan, and the top stocks with net inflows of main funds include Gemdale Group, Lens Technology, Bank of Communications, G.Tech and Li'an Technology, with net inflows of 106 million yuan, 105 million yuan, 104 million yuan, 101 million yuan and 93 million yuan respectively.
In addition, 3,129 stocks were net sold by the main funds, of which 36 shares were sold by the main funds for more than 100 million yuan. The stocks with the largest net outflow of main funds are Kunlun Wanwei, with a net outflow of 412 million yuan, and the top stocks with net outflows of main funds are iFLYTEK, Cialis, Oriental Fortune, Wanfeng Aowei and Tianfu Communication, with net outflows of 369 million yuan, 309 million yuan, 300 million yuan, 286 million yuan and 279 million yuan respectively.
12. Dragon and Tiger List
Today's institutional seat funds totaled about 69.5348 million yuan (yesterday: net sales of about 200 million yuan). Among them, 10 stocks were net buyers and 15 stocks were net sellers.
Top 10 Net Buyers (Industry Sector) (Purchase Amount, 10,000 yuan): Espressif Technology (Semiconductors and Components) (6189.24), Kechuang Information (Computer Applications) (5289.08), Junya Technology (Semiconductors and Components) (4561.49), Tanaka Seiki (Automation Equipment) (4095.64), G.Tech (Computer Equipment) (3874.33), Li'an Technology (Consumer Electronics) (2686.10), Maxim Technology (Communication Equipment) (2233.90), Wenzhou Hongfeng (Power Equipment) (2188.33), Jieqiang Equipment (National Defense and Military Industry) (1912.65), Jiuding Investment (Insurance and Others) (1778.83) (Yesterday: Guanghui Automobile (Automobile Service) (8157.90), Aidite (Medical Equipment) (5571.44), Aopu Optoelectronics (National Defense and Military Industry) (4442.20), Yunnan Germanium Industry (Small Metal) (3899.07), Yongzhen Co., Ltd. (power equipment) (2707.45), Mankun Technology (semiconductors and components) (2486.41), Chinese Online (media) (2119.74), Sichuan Jinding (building materials) (2031.75), Chengdi Xiangjiang (communication services) (1546.15), Jishi Media (media) (1058.00)).
Top 10 Institutional Seats Net Buying (Industry Sector) (Purchase Amount, 10,000 Yuan): Espressif Technology (Semiconductors and Components) (3874.81), Jieqiang Equipment (National Defense and Military Industry) (2536.54), Sanhui Electric (Power Equipment) (1548.94), G.Tech (Computer Equipment) (1027.59), Vantone Development (Real Estate Development) (628.47), Tax Friends (Computer Application) (510.30), Yingtong Communication (Consumer Electronics) (441.37), Huawen Group (Media) (368.03), Tuoshan Heavy Industry (Special Equipment) (175.41), Yangzi New Materials (Building Materials) (115.97) (Yesterday: Chinese Online (Media) (2460.64), Aidite (Medical Devices) (2400.63), Rongjie (Small Metals) (1777.28), Tax Friends (Computer Applications) (1651.28), Rena Intelligent (instrumentation) (1340.81), Mankun Technology (semiconductors and components) (648.71), Haoshanghao (other electronics) (546.23), Soling (auto parts) (459.40), Kaiwang Technology (consumer electronics) (432.55), Tuoshan Heavy Industries (special equipment) (291.52)).
The stock with the most net sales by institutions is Hisense Home Appliances, with a net selling amount of about 70.2507 million yuan;
Espressif Technology's daily limit today. Three institutions appeared on the list of dragons and tigers, with a total net purchase of 38.7481 million yuan, the special seats for Shanghai-Hong Kong Stock Connect bought 60.9883 million yuan and sold 47.2913 million yuan at the same time, and the securities business department of Shenwan Hongyuan Securities Co., Ltd. in Dongchuan Road, Minhang District, Shanghai bought 42.8451 million yuan.
13. Northbound funds
On June 27, the turnover of northbound funds today was 102.932 billion yuan (yesterday's turnover was 96.761 billion yuan), and the transaction was net selling 10.958 billion yuan (yesterday's trading volume was 1.982 billion yuan), which was a net sale for 4 consecutive trading days. Among them, the Shanghai Stock Connect net sold 5.436 billion yuan, and the Shenzhen Stock Connect net sold 5.522 billion yuan.
Northbound funds bought more today's Kweichow Moutai, Midea Group, Industrial Fortune Union, Haier Smart Home, and Weier shares, with net purchases of 422 million yuan, 349 million yuan, 307 million yuan, 141 million yuan, and 135 million yuan respectively. The net sales of northbound funds were more Wanhua Chemical, CATL, North Huachuang, Dongshan Precision, and Wuliangye, with net sales of 466 million yuan, 409 million yuan, 254 million yuan, 220 million yuan, and 212 million yuan respectively.
14. Margin Trading
Margin financing and securities lending: On June 26, the financing balance was 1,458.9 billion yuan (1,458.9 billion yuan the day before), the net financing purchase was 22.7 million yuan (-6.294 billion yuan the day before), the balance of securities lending and borrowing was 31.92 billion yuan (30.92 billion yuan the day before), and the net sale of securities lending and borrowing was 48.22 million shares (-64.85 million shares the day before).
The top 10 net buying sectors of financing (yuan): semiconductors (521 million), consumer electronics (152 million), home appliance industry (141 million), software development (139 million), culture and media (119 million), automobiles (111 million), electronic components (102 million), shipping ports (93.7167 million), communication equipment (89.8242 million), precious metals (75.7435 million).
Top 10 stocks (yuan) in net financing purchases: iFLYTEK (140 million), Beijing Junzheng (135 million), Industrial Fulian (120 million), Cambrian (103 million), Zijin Mining (99.26 million), Kunlun Wanwei (79.29 million), Yangtze River Power (79.22 million), Dongshan Precision (77.36 million), Chinese Online (65.92 million), Inovance Technology (62.1 million).
15. Summary of stocks with year-on-year index earnings
Summary of stocks with year-on-year index earnings: 378 stocks (yesterday: 1663) with a profit of 1%-3%, accounting for 8.32% (yesterday: 36.58%); 93 stocks (yesterday: 744) with a profit of 3%-5%, accounting for 2.05% (yesterday: 16.37%); There were 104 stocks with a profit of 5% or more (yesterday: 305), accounting for 2.29% (yesterday: 6.71%).
16. Heavyweight stock performance on the day
The performance of heavyweight stocks on the day: the concept of consumer electronics led the rise throughout the day, Tanaka Seiki, G.Tech Technology, Yingtong Communication, Li'an Technology, Yitian shares rose more than 10%, and Lingyi Zhizao rose to the limit. The AI application side rose first, Huayang Lianzhong 2 boards, and Insai Group and Zitian Technology rose by more than 9%. The real estate sector rebounded, and Zhongtian Service and Yatong shares both rose to the limit. The concept of fiscal and tax reform was active in the afternoon, and the shares of tax friends were 3 boards, and the interconnection of finance and finance followed up. The concept of non-ferrous metals led the decline, Guocheng Mining fell by more than 5%, and Shengda Resources and Pengxin Resources followed suit. The concept of weight loss drugs fell first, and Zhengguang shares fell by more than 7%. (Yesterday: AI concept stocks led the rise throughout the day, media, Sora concept rose first, Reader Culture, Qitian Technology, Rongxin Culture, Insai Group, Chinese Online, Palm Reading Technology, Gravity Media, Zhongguang Tianxue and other stocks rose and stopped, Kunlun Wanwei, Huace Film and Television, Wanxing Technology rose more than 10%. Chip stocks continued to be active, with Mankun Technology, Zhongying Technology, Junya Technology, Golden Sun rising by the limit, Sihui Fushi and Zhongyi Technology rising by more than 10%. The digital currency strengthened in the afternoon, Feitian Integrity 4 boards, and Shensi Electronics rose more than 10%. Penny stocks fell first, Pengdu agriculture and animal husbandry, Haiyin shares fell to the limit, and beautiful ecology fell first. ）。
17. Exponential Contribution
Top 10 Contribution Points (Contribution Points) (Increase): Industrial and Commercial Bank of China (1.23) (1.24%)Agricultural Bank of China (0.83) (0.93%)Bank of China (0.82) (1.32%)China Telecom (0.66) (2.22%)Postal Savings Bank (0.47) (1.83%)Beijing-Shanghai High-speed Railway (0.32) (1.91%)Bank of Communications (0.28) (1.50%)Yangtze Power (0.27) (0.59% China Merchants Bank (0.27) (0.59%), China CITIC Bank (0.20) (1.21%) (Yesterday: Industrial Fortune Union (0.95) (2.76%), Industrial and Commercial Bank of China (0.53) (0.54%), Agricultural Bank of China (0.42) (0.47%), Bank of China (0.41) (0.66%), Sugon (0.32) (8.68%), Postal Savings Bank (0.31) (1.23%), Jinshan Office (0.30) (4.12% Sinopec (0.25) (0.65%), 360 (0.24) (6.89%), Haiguang Information (0.23) (2.09%)).
Top 10 Contribution Points (Contribution Points) (Increase) of SZSE Index: Luxshare Precision (2.76) (1.70%) BOE A (1.53) (1.25%) Lingyi Zhizao (1.07) (6.77%) Dongshan Precision (0.96) (4.27%) AVIC (0.95) (8.75%) Wen's (0.70) (0.70%) Lens Technology (0.70) (2.22%) Bank of Suzhou (0.50) (2.51% Ninestar (0.48) (2.16%) Ping An Bank (0.39) (0.50%) (Yesterday: iFLYTEK (5.56) (7.83%) Luxshare Precision (4.41) (2.80%) Zhongji Innolight (4.07) (3.78%) Kunlun Wanwei (3.29) (14.35%) ZTE (2.82) (3.63%) BOE A (2.46) (2.05%) Ganfeng Lithium (2.20) (7.59% Chinese Online (1.93) (19.99%), Pengding Holdings (1.92) (8.79%), Tianqi Lithium (1.92) (6.84%)).
18. Agency Ratings
The top 10 original ratings of the latest research institutions: Changan Automobile, Dinglong Shares, Fangsheng Pharmaceutical, Celis, Nhwa Pharmaceutical, Yongtai Energy, Proya, Beiteri, Kaiying Network, Rongtai Shares.
19. Institutional research
The top 10 latest research institutions: ZKTeco, Jinko Power, China Gold, Bluestone Heavy Equipment, Kede CNC, Foton Motor, Huitong Shares, Jingwei Hengrun, Yinghantong, Weixing Shares.
20. Company Buybacks
The top 10 companies repurchased the latest companies: Kailaiying, Canadian Solar, Shanying International, State Investment Capital, Hefeng Shares, Qianzhao Optoelectronics, Zhongyuan Concord, Jingji Zhinong, Orchid Science and Technology, and Jade Bird Fire.
21. Shareholder Reduction
The latest company announced that shareholders reduced their holdings of 9 stocks: Jingsong Intelligence, Weishi Electronics, Chuangyao Technology, EVE Lithium Energy, Poly Development, Dawson Shares, USI, Huate Gas, and Huiyu Pharmaceutical.
22. Popularity list
Top 20 stocks on the popularity list (ranked at 21:00 on June 27, 2024): Lingyi Intelligent Manufacturing, Chinese Online, Golden Kirin, Guanghui Automobile, Huayang Lianzhong, Insai Group, Feitian Integrity, Golden Dao Technology, Wenzhou Hongfeng, Palm Reading Technology, Tax Friends Shares, Time and Space Technology, Shanghai Belling, Kaizhong Precision, Kweichow Moutai, Zhengdan Shares, G.Tech Technology, Baibang Technology, Huati Technology, Mankun Technology.
23. New sections
New Straight Flush Concept Indices during the year: Controlled Nuclear Fusion (886065) (2024.1.2), Flying Car (eVTOL) (886066) (2024.1.11), Low-altitude Economy (886067) (2024.1.25), Sora Concept (Wensheng Video) (886068) (2024.2.19), Humanoid Robot (886069) (2024.2.27), AI Mobile Phone (886069) (2024.3.4), AI PC Concept (886071) (2024.3.5), High Dividend Selection (886072) (2023.12.29), Copper Backplane Connection (886073) (2024.3.20), AI Corpus (886074) (2024.3.28), Straight Flush Overseas 50 (886075) (2024.4.8), Military informatization (886076) (2024.4.23), synthetic biology (886077) (2024.4.30), commercial aerospace (886078) (2024.5.29), 2024 interim report (886079) (2024.6.26).
24. Hotspots & Mainlines:
(1) Main line: None
(2) Hot spots:
Category 1 Hot Spots: None
Category 2: AI, diversified finance.
Rotation hot spots: industrial machine tools, diversified finance, brain-computer interface, PEEK materials, communication equipment, automobiles, media, science and technology evaluation, China special evaluation, automotive services, national defense and military industry, commercial aerospace, memory chips, semiconductors, precious metals, non-ferrous metals, lithography machines, real estate, copper high-speed connection, electric power, AI, aquaculture, big finance, solid-state batteries, CRO concept, media.
25. Money-making effect tags
AI applications, banking, fiscal and tax reform (yesterday: Sora concept (Wensheng video), multimodal AI, media).
26. Today's hot performance
There are three hot industries: banking, real estate services, attractions and tourism (yesterday: Sora concept (Wensheng video), AI corpus, multimodal AI, Web3.0, intellectual property protection, Kuaishou concept, short drama game, AIGC concept, media, ChatGPT concept, Huawei Ascend, virtual digital human, cloud office, Pinduoduo concept, data rights confirmation, data security, digital watermark, e-paper, voice technology, metaverse, Huawei Euler, MLOps concept, electronic ID card, cloud gaming, Communication Services, Huawei Kunpeng, NFT Concept, Smart Government, Information Innovation, Douyin Concept).
Top 30 Industries: Photoresist, Lithography Machine, Science and Technology Innovation IPO, Diet Pills, Zinc Metal, Medical Services, PEEK Materials, Industrial Metals, White Goods, Other Electronics, CRO Concepts, Two-Wheeled Vehicles, Fluorine Chemical Concepts, Flying Cars (eVTOL), BC Batteries, Metal Lead, Ophthalmic Medical, Innovative Drugs, Cellular Immunotherapy, Automotive Services, Auto Parts, Metal Recycling, Semiconductors and Components, Nickel Metal, Co-packaged Optics (CPO), Bicycle Sharing, Nuclear Pollution Prevention and Control, Integrated die-casting, Huawei automotive, tire pressure monitoring (yesterday: precious metals, ST plate).
Second, the subject matter is hot
1. The diversified financial sector rose, with Jiuding Investment's daily limit, Xinli Finance, Luxin Venture Capital, Xiangyi Rongtong, Huajin Capital, and Ally Development following suit.
2. The semiconductor sector bottomed out and rebounded, with Espressif Technology's daily limit, Rockchip, Beijing Junzheng, Diao Micro, Changdian Technology, and Torch Core Technology among the top gainers.
3. The concept of consumer electronics is strong, Lingyi Intelligent Manufacturing, G.Tech Technology, Yingtong Communication has a daily limit, and Jemet, Huiwei Technology, and Lixun Precision have followed suit.
4. The concept of fiscal and tax reform was active in the afternoon, and the shares of tax friends were 3 boards, and the interconnection of finance and finance followed up.
5. The scenic spots and tourism sectors rose locally, with Nanjing Business Travel hitting the daily limit, Dalian Shengya, Changbai Mountain, Tianmu Lake, Tibet Tourism, etc.
6. The concept of commercial aerospace is active, Jinming Precision Machinery 20CM daily limit, Aerospace Changfeng, Chaojie shares, Aerospace Chenguang, Western Testing Testing, Shanghai Hanxun, etc.
7. AI concept stocks are active, Rena Smart once rose and stopped in the intraday, online and offline 2 boards, Rongxin Culture rose by more than 10%, and Xinyada, Insai Group, Chinese Online, etc. rose first.
3. Summary of important events at home and abroad
(1) Macroeconomic policies
1. At the macro level, the central bank will grasp the reasonable balance between economic growth, economic restructuring and financial risk prevention, grasp the relationship between power and responsibility, speed and stability, and prevention and extinction in risk disposal, effectively prevent and resolve financial risks, and firmly guard the bottom line of no systemic financial risks.
(2) Domestic economy
1. The Ministry of Science and Technology held a meeting. Accelerate the demonstration and implementation of a number of major scientific and technological projects, strengthen the research of key core technologies, and consolidate the foundation of basic research. Promote the deep integration of scientific and technological innovation and industrial innovation, strengthen the main position of enterprises in scientific and technological innovation, promote the transformation of scientific and technological achievements, do a good job in science and technology finance, and help develop new quality productivity.
2. From January to May, the total profit of industrial enterprises above designated size reached 2,754.38 billion yuan, a year-on-year increase of 3.4%. From January to May, among the industrial enterprises above designated size, the total profit of state-controlled enterprises was 943.84 billion yuan, down 2.4% year-on-year; the total profit of joint-stock enterprises was 2,051.05 billion yuan, an increase of 1.0 percent; The total profits of foreign-funded enterprises and enterprises with investment from Hong Kong, Macao and Taiwan reached 682.78 billion yuan, up by 12.6 percent; The total profit of private enterprises was 732.93 billion yuan, an increase of 7.6 percent. In May, the profits of industrial enterprises above designated size increased by 0.7% year-on-year.
3. The RMB against the US dollar recently hit a new low this year, and if the offshore RMB exchange rate against the US dollar fluctuates significantly in the later period, it is not excluded that the central bank may strengthen the liquidity adjustment of the offshore RMB by increasing the scale of offshore central bank bill issuance.
4. A new round of refined oil price adjustment window will be opened at 24 o'clock on June 27. The specific situation of this oil price adjustment is as follows: the retail price limit of gasoline and diesel is raised by 210 yuan and 200 yuan per ton respectively. On the national average, No. 92 gasoline was raised by 0.16 yuan per liter, No. 95 gasoline was raised by 0.17 yuan per liter, and No. 0 diesel was raised by 0.17 yuan per liter. According to the example of a family car with a fuel tank capacity of 50L, it will cost 8 yuan more to fill up a tank of 92 gasoline.
5. In order to establish an effective communication mechanism between supervision and the market, improve the ability of regulatory authorities to identify industry risks, and open up the path for regulatory authorities to guide and serve industry institutions, the Beijing Securities Regulatory Bureau has learned from the beneficial experience of the supervision of licensed institutions and launched a pilot project for the supervision of securities private investment fund managers in Beijing. It is understood that the first batch of pilot lists includes 20 securities private equity fund managers such as stock long, quantitative, and bond funds.
6. The mobilization and deployment meeting of Zhejiang Province to build a strong civil aviation province and create a low-altitude economic development highland was held in Hangzhou. At the meeting, Zhejiang Low Altitude Industry Development Co., Ltd. was inaugurated. In the next step, the company will actively build a "1+1+3" low-altitude industry development system, make every effort to build a low-altitude basic network, low-altitude route network, and low-altitude service network, and comprehensively expand low-altitude infrastructure operation, low-altitude flight support, low-altitude comprehensive services, low-altitude investment incubation and other industrial sectors.
7. In order to promote the stability of the property market, high-energy cities have started a war for people, and have launched measures to settle down when you buy a house. Data shows that since the beginning of this year, a number of core second-tier cities have introduced policies to apply for settlement when you buy a house, including Suzhou, Hangzhou, Nanjing, Wuhan, Foshan, Hefei, Shenyang, etc. Up to now, more than 20 cities have introduced this policy, and only first-tier cities, Tianjin, Hainan and other cities have not yet landed.
8. The three-day 15th Summer Davos Forum concluded in Dalian on June 27. During the forum, the guests discussed six major themes, including the global new economy and the new frontier of industry, and China's economy and China's new industries became the focus of attention of the guests. During the forum, a number of reports such as the "Top Ten Emerging Technologies of 2024" were also released, and the guests said that the new industries and models spawned by China's new technologies are bringing new opportunities to countries.
9. From January to May 2024, the income of the basic medical insurance pooling fund will be 1,160.617 billion yuan, and the expenditure will be 932.819 billion yuan. Among them, the maternity insurance fund spent 46.278 billion yuan, and the overall operation of the medical insurance fund was stable.
10. On June 27, the first offshore wind farm with ultra-large single capacity in mainland China, the Zhangpu Phase II Offshore Wind Farm of the Three Gorges Group, was connected to the grid for power generation. For the first time, six 16 MW wind turbines have been applied in batches, which can reduce the sea consumption area by about 30% and increase the power generation efficiency by nearly 6% compared with 8 MW, providing technical and equipment support for the economic development of offshore wind power in mainland China and the deep sea.
11. On June 27, the high-speed railway from Bazhong to Nanchong in Sichuan Province was officially put into operation, ending the history of the high-speed railway between Bazhong and China. The line has a total length of 149 kilometers and a design speed of 250 kilometers per hour. After the opening, the travel time from Bazhong to Chengdu and Chongqing has been shortened from more than four hours to more than two hours.
12. With the arrival of the summer vacation, more than 4,000 cultural and tourism consumption activities of about 37,000 sessions will be launched from July to August, and the potential of cultural and tourism consumption will be released through measures to benefit the people such as the issuance of consumption vouchers and ticket price discounts; Many places have also launched free tickets and preferential policies for graduates and college students.
(3) The international situation
1. On Thursday, Eastern time, the three major U.S. stock indexes collectively closed higher, and as of the close, the Dow rose 0.09%, the Nasdaq rose 0.30%, and the S&P 500 rose 0.09%. Popular technology stocks were mixed, with Amazon up more than 2% and Nvidia down nearly 2%. Computer hardware, solar energy, and software applications were among the top gainers, with U.S. software up more than 8%, ultra-micro computers up more than 7%, Angaomeng up more than 6%, and Saiftse and Sunrun up more than 4%. The industrial metals and mining and coal sectors were among the top decliners, with gold mining falling more than 3%, Century Aluminum falling nearly 3%, McMoRan Copper falling more than 2%, and Rio Tinto and BHP Billiton both falling more than 1%. Popular Chinese concept stocks fell, and the Nasdaq China Golden Dragon Index fell 2.21%. Xpeng Motors fell more than 6%, iQiyi, Weilai fell more than 5%, JD.com, Pinduoduo, Vipshop, Weibo fell more than 4%, Li Auto fell more than 3%, Bilibili, Futu Holdings, Tencent Music, Alibaba fell more than 2%, Baidu, Full Bang fell more than 1%, and NetEase fell slightly.
2. S&P International Credit Ratings issued a report maintaining China's sovereign credit rating of "A+" and the outlook of "stable", which is different from the judgment of Moody's and Fitch.
3. At present, many Mercedes-Benz models have reduced prices by more than 100,000 yuan compared with the guide price, and the price reduction is generally about 40%. Some dealers have quoted a preferential price of less than 200,000 yuan for Mercedes-Benz GLB and other models. In addition to luxury cars with more than one million yuan, there are fewer and fewer consumers who pay just by looking at the "brand".
4. According to the financial report for the third quarter of fiscal year 2024 released by Micron Technology, during the reporting period, the company's revenue was US$6.811 billion, a year-on-year increase of 81.5%, exceeding market expectations. In addition, according to the latest news from the industry chain, Samsung will raise the price of DRAM and NAND by 15%-20% in the third quarter of this year. At present, Samsung Electronics has notified major customers including Dell Technologies and HP of this price increase plan.
5. A military coup occurred in the "lithium mining country", tanks broke into the presidential palace, the president confronted the coup initiators, and on June 26, local time, a military coup occurred in Bolivia. Tanks and troops broke into the presidential palace in La Paz, Bolivia.
6. Statkraft, Europe's largest renewable energy producer, is scaling back plans to build new wind and solar power plants. The company's latest current target is to install 2-2.5GW (GW) of onshore wind, solar and battery storage per year from 2026, which is expected to power 2.5 million homes.
7. On June 25, local time, the U.S. Centers for Disease Control and Prevention suddenly issued a warning about the dengue fever outbreak to alert authorities, healthcare providers and the public. The CDC reports an unexpected increase in dengue cases nationwide, with the number of cases reported in the U.S. so far tripling in 2024 compared to the same period last year.
8. ASIC chips designed for Bitcoin mining came out, and compared with the previous dominant CPUs and GPUs, the mining efficiency of ASIC has achieved a qualitative leap and revolutionized the Bitcoin mining landscape. Recently, a Silicon Valley startup called Etched has made waves in the field of AI hardware by providing a more cost-effective choice for Transformer computing used by mainstream AI large model companies from the lowest level of architecture with its ASIC chips for AI.
(4) Important events and related stocks
1. The world's first large-scale video model generation promotional film was unveiled, and the implementation of AI film and television content is expected to be accelerated.
A few days ago, the world-renowned toy store "Toys"R"Us released the world's first promotional video "The Origin of Toys"R"Us made using the OpenAI video generation model Sora. Sora can generate minute-long videos, this time with realistic scenes and multiple characters, all based on instructions entered by the user. The brand video tells the story of Charles Lazarus, the founder of Toys"R"Us and his vision to "revolutionize the toy store industry."
Sora can change the traditional video production model, bringing more creative possibilities and imagination to creators. At present, AI animation, AI micro-short dramas, AI second-creation films and other works have been implemented, and OpenAI has previously discussed promoting Sora to the Hollywood film and television industry. In the future, with the continuous iteration of AI video generation tools such as Sora, the implementation of AI film and television content is expected to accelerate. IP copyright companies are rich in video content materials, and hope to benefit from the increase in demand for model training. In addition, film and television content production companies are expected to benefit from AI technology to reduce costs and increase efficiency, ushering in an increase in production capacity and production quality.
Related stocks: Jebsen (300182), Baina Qiancheng (300291).
2. Huawei Mate 70 series introduces titanium materials, focusing on investment opportunities in related industrial chains.
The Huawei Mate 70 series will continue the star ring design, and the Extraordinary Master Edition lens module will have an octagonal design, in addition, the Mate 70 series will also bring a more distinct classification, and the highest configuration may be upgraded to a titanium version. Previously, four important brands such as Honor, Apple, Xiaomi, and Samsung launched titanium alloy mobile phone products.
Due to its lightweight, high strength and corrosion resistance, titanium is widely used in aerospace, medical, high-end sports equipment and other fields. The application of titanium alloy materials from wearable products to mobile phones, from Apple to Android, has a clear trend. 2023 is the first year for the introduction of titanium alloy 3C, and 2024 is expected to be a large year for the introduction of titanium alloy. It is estimated that the global mobile phone titanium alloy middle frame market will reach 43.2 billion yuan in 2027, and it will maintain a steady growth of 9% from 2025 to 2027.
Related stocks: Yinbang shares (300337), Yuhuan CNC (002903).
3. Huawei and operators jointly released the 5G-A commercial pilot plan.
During MWC Shanghai 2024, Huawei held the launch of the Global 5G-A Commercial Pilot Program. China's three major operators, Hong Kong's HKT, UAE's DU and Omantel's leading global 5G-A operators attended the conference to discuss the high-quality development of 5G-A networks. In order to effectively leverage the significant intergenerational capabilities of 5G-A and drive the industry forward. Huawei and 5G-A operators held a launch ceremony for the 5G-A Commercial Pilot Plan, and reached a consensus on six aspects: "Cohesion of Pilot Operators", "Building Pilot Cities", "Upgrading Business Models", "Driving Service Innovation", "High-quality Network Construction", and "Jointly Promoting Ecological Prosperity".
The first standard version of 5G-A, 3GPP Rel-18, was officially frozen in Shanghai on June 18 this year, which is a milestone event in the development of the 5G industry and marks 2024 as the first year of 5G-A commercialization. 5G-A is a deterministic industrial pathway, which can protect existing investments on the one hand, and bring new business opportunities and broaden business boundaries on the other hand. In the future, Huawei will continue to build differentiated competitiveness in the 5G-A era in the network, business, and ecosystem, promote high-quality industry development, empower digital and intelligent upgrades, and lead the future of an intelligent world.
Related stocks: Zhongbei Communication (603220), Yuandao Communication (300139).
4. Promote the construction of "15-minute fitness circle" and achieve full coverage next year.
The National Health Commission held a press conference on June 26 with the theme of "Strengthening Weight Management and Promoting Public Health". According to the relevant person of the State General Administration of Sports, according to the relevant national documents, the State General Administration of Sports has launched the construction of the "15-minute fitness circle". The "15-minute fitness circle" generally refers to the fact that in urban communities, residents can carry out mass sports activities such as walking, square dancing, and ball games within 15 minutes of walking or cycling from their place of residence. The construction of a "15-minute fitness circle" is of great significance for ordinary people to participate in physical exercise nearby. By 2025, the three-level public fitness facilities at the county (city, district), township streets, administrative villages (communities) and the community "15-minute fitness circle" will be fully covered.
In recent years, the General Administration of Sports of the People's Republic of China and other departments have formulated a number of policy documents such as the "Action Plan for the Improvement of National Fitness Venues and Facilities (2023-2025)", and have taken a series of effective measures to continuously improve the policy system for the development of the fitness industry. With the vigorous promotion of the state and the active participation of the masses, the development of national fitness has entered the fast lane. According to the "2024-2029 China Fitness Market Survey and Development Trend Research Report" released by authoritative institutions, the market size of the national fitness industry will reach 991.7 billion yuan in 2023, with an average annual compound growth rate of 11.19% from 2019 to 2023. In the future, China's fitness industry will be driven by the online fitness market, and the market size will further grow. It is estimated that the market size of China's fitness industry will reach 1,119.7 billion yuan in 2024.
Related stocks: Lisheng Sports (002858), Xinlong Health (002105).
5. The number of visits exceeded 10 million, and the mainland provided independent quantum computing power on a large scale for the first time.
The Anhui Provincial Quantum Computing Engineering Research Center recently announced that the number of global visits to China's third-generation independent superconducting quantum computer "Origin Wukong" has exceeded 10 million. This is the first time that mainland China has provided independent quantum computing power on a large scale and for a long time in the world, and has successfully coped with more than 10 million visits, demonstrating China's firm pace of self-reliance and self-improvement in the field of quantum computing. "Origin Wukong" is the third generation of independent superconducting quantum computer in mainland China, equipped with 72-bit independent superconducting quantum chips, and is currently the most advanced programmable and deliverable superconducting quantum computer in China. "Origin Wukong" was independently developed by the team of Origin Quantum Computing Technology (Hefei) Co., Ltd., and was launched on January 6 this year and opened to users around the world.
Related stocks: Guodun Quantum (688027), Sugon (603019).
6. The implementation of the equipment renewal discount policy is expected to boost the demand for transportation equipment.
The Ministry of Finance and other four departments issued a notice to implement the financial discount policy for equipment renewal loans. The standard of interest discount is: if the loan issued by the bank to the business entity meets the conditions for re-loan reimbursement, the central government will discount the principal of the bank loan to the business entity by 1 percentage point. The interest will be discounted according to the date on which the relevant loan funds are transferred to the supplier's account, and the interest discount period shall not exceed 2 years. After the Ministry of Industry and Information Technology and other seven departments jointly issued the "Implementation Plan for Promoting the Renewal of Equipment in the Industrial Field", many places intensively introduced local versions of the equipment renewal plan in the industrial field to refine the key tasks and safeguard measures for the renewal of equipment in the industrial field. According to incomplete statistics, up to now, a total of 21 provinces (autonomous regions and municipalities directly under the central government), including Guangdong, Jiangsu, and Shanghai, have officially issued the implementation plan for equipment renewal in the industrial field, and Guizhou and Chongqing have issued a draft of the relevant implementation plan, and the relevant policies for equipment renewal in the industrial field are accelerating the landing.
Related stocks: Thinking Train Control, Bede Technology.
7. For the first time, Xiaomi Auto has opened up urban assisted driving.
On June 25, Xiaomi Auto officially pushed version 1.2.2, and the biggest change is that urban assisted driving was opened for the first time. This is also the biggest surprise that Xiaomi gave about intelligent driving at the end of June. In fact, as early as April, Lei Jun announced that Xiaomi would be among the first echelon in intelligent driving technology, and it would open internal testing in April, and open ten cities including Beijing, Shanghai, Guangzhou, Shenzhen, etc. in May, and it will be available nationwide in August. Under the leadership of leading car companies such as Tesla and Huawei, the development of automotive intelligence has accelerated. Huatai Securities analysis pointed out that intelligent driving may enter the accelerated development stage in 2024, driven by cost reduction and technological upgrading, L2 will develop to standard, and L3 will accelerate to the car. Domestic OEMs strive to accelerate the implementation of urban NOA in 2023~2024, and the rhythm and actual experience of NOA landing in 2024 will be an important competitive differentiator for OEMs. Driven by technology + penetration rate + policy, we are optimistic about the investment opportunities in the intelligent driving industry chain.
Related stocks: Tianmai Technology, Duolun Technology.
8. Canalys predicts that the proportion of AI mobile phone shipments will increase to 54% in 2028.
In 2024, AI phone shipments are expected to account for 16% of global smartphone shipments, and by 2028, this proportion will surge to 54%. From 2023 to 2028, the AI mobile phone market will grow at a compound annual growth rate (CAGR) of 63%. Western Securities said that with the increasing maturity of end-side AI technology from the core layer to the application layer, consumer electronics terminals have entered an important window period of product iteration. The integration of terminal brand manufacturers into the "AI blood" and continuous innovation are expected to cause a new round of "replacement tide" for end users, and at the same time, enterprises related to the industrial chain are expected to fully benefit.
Related stocks: Crystal Optoelectronics, Pengding Holdings.
9. The first humanoid robot R-DDPRM model in China was officially released.
China's first task-generating R-DDPRM model for humanoid robots based on visual diffusion architecture was officially released, which was developed by the Chengdu Humanoid Robot Innovation Center located on the Chengdu Science and Technology Innovation Eco-Island. The innovation lies in its ability to generalize humanoid robots across multiple constraints, creating a true humanoid robot "brain" that can handle complex tasks without hesitation. The "R-DDPRM model" has the absolute advantages of being more stable, greatly improving the success rate of task execution, making more agile decision-making, reducing the geometric level of computing power dependence, and having a stronger ability to handle complex scene tasks, which will greatly improve the task execution ability and efficiency of humanoid robots, and reduce the cost of computing power and energy consumption.
Related stocks: Lingyi Intelligent Manufacturing, Fengli Intelligence.
10. The new policy of Beijing's property market has been implemented, and the valuation of the real estate industry is expected to usher in an overall recovery
Beijing issued the Notice on Policies and Measures to Optimize the Stable and Healthy Development of the Real Estate Market, and from the day after the issuance of this notice, the minimum down payment ratio for households using loans to purchase their first commercial housing will be adjusted to no less than 20%. To support the needs of families with many children for improved housing, families with two or more children with household registration in Beijing who purchase a second house will be recognized as the first house in the personal housing loan. Industry insiders said that Shanghai, Guangzhou, Shenzhen, Beijing four first-tier city policies in the lower limit of mortgage interest rates and the minimum down payment ratio have been adjusted, for the second half of the housing environment to create a very good environment, but also help to further increase the market confidence of home buyers, for the follow-up market boost has a positive effect.
Related stocks: Dalong Real Estate, Urban Construction Development.
11. Samsung raised the prices of DRAM and NAND in the third quarter, and the prosperity of the storage sector continued to rise.
Samsung will raise the prices of dynamic random access memory (DRAM) and NAND by 15-20% in the third quarter. Samsung Electronics' performance is expected to improve in the second half of the year due to surging demand for artificial intelligence (AI) and intensified competition for memory safety. According to industry insiders on the 26th, it was confirmed that Samsung Electronics had recently notified major customers, including Dell Technologies and Hewlett-Packard (HPE), of this price increase plan. Kaiyuan Securities said that niche memory chips mainly include 4Gb DDR4 and below DRAM, 2D NAND and NOR Flash, which are the main markets for domestic storage companies. With the reversal of the supply and demand pattern driving product prices to continue to rise, the niche storage sector is expected to officially usher in an upward cycle.
Related stocks: Shennan Circuit, GigaDevice.
Fourth, short-term stock sniping (only analysis, not recommendation)
Wenzhou Hongfeng (300283): electrical contact materials + consumer electronics upstream + lithium battery copper foil 1, the company's main business is the research and development, production and sales of electrical contact functional composite materials, components, components and cemented carbide products, and is currently one of the largest manufacturers of electrical contact functional composite materials, components and components in China. 2. May 30 interaction: The composite materials for VC vapor chambers independently developed and produced by the company can be applied to electronic products such as smart phones, tablets, and laptops. 3. As basic components, electrical contact materials and functional composite materials are widely used in industrial appliances, consumer electronics, household appliances, automotive engineering, automation equipment, aerospace, wind and solar power generation, data centers and other fields, covering a wide range. 4. Interaction on May 10: The company's lithium battery copper foil business will achieve sales of 72.3766 million yuan in 2023, accounting for about 2.50% of operating income.
Deli shares (002571): low-priced micro-cap stocks + games + photovoltaic + daily glassware 1, the company's share price is less than 5 yuan, and the market value is less than 2 billion, which is a low-priced micro-cap stock. The main business is the research and development, production and sales of daily glassware. The company mainly produces machine-blown cups, machine-pressed cups, pressure-blown cups, vases, ashtrays, sealed jars, glass bowls and other daily glassware. 2. On June 16, 20, the interactive platform replied: Up to now, the company's controlled Guojin Tianrui's direct investment and direct investment projects through the company under its management include Shenzhen Molin Technology Co., Ltd., Shanghai Luyou Network Technology Co., Ltd., Beijing Liuqu Network Technology Co., Ltd., Chengdu Fun Network Technology Co., Ltd. and several other game enterprises. 3. Bengbu Deli Solar Materials Co., Ltd. is mainly engaged in the production and sales of special glass such as photovoltaic module covers and backsheets. On April 20, 2021, Deli Solar and 10 wholly-owned subsidiaries of LONGi Green Energy Technology Co., Ltd. signed the "Long-term Purchase Agreement for Photovoltaic Glass", and the two parties reached a cooperation intention on the sale of photovoltaic glass.
Yanhua Intelligent (002178): Intelligent transportation + smart medical + cloud computing + Huawei Hongmeng + low-priced small-cap stocks 1, the company focuses on smart city top-level design, e-government, smart healthcare, smart energy saving, smart environmental protection, smart building, smart transportation, smart pension and other professional fields of smart city. The company's products mainly include smart medical care and health, green smart city services, smart energy conservation and environmental protection, smart city top-level design and consulting, other comprehensive smart city services, smart product sales, etc. 2. May 8 interaction: As a comprehensive provider of smart city construction, operation and services, the company will continue to increase investment in research and development of key technologies used in smart city construction such as cloud computing and big data, further optimize and improve products/solutions, and improve the overall strength of the company. 3. On May 19, 21, Interactive Easy replied: Some of the company's existing software products are adapted to the HarmonyOS system, and the company will also use products and related agreements that adapt to the HarmonyOS platform when jointly developing solutions and products with Huawei.
Tengya Seiko (301125): General equipment + export + former subsidiary with lawn mower robot 1, the company's main business is the research and development, production and sales of nail fastening equipment and building hardware products. The main products are nail fastening equipment, building hardware products, gas nail guns, nails, gas tanks, and building hardware products. 2. Interaction on June 25: The company's overseas revenue accounts for 60.20% of operating income in 2023. 3. Interaction on February 7: Nanjing Tengya Robot Technology Co., Ltd. is no longer a subsidiary of the company. Nanjing Tengya Robot Technology Co., Ltd. is mainly engaged in the research and development of intelligent lawn mowing robots and other products.
Tanaka Seiki (300461): Apple concept + automation equipment + integrated inductor production line: 1. According to Apple's official website, the price of Vision Pro in China is 1250 yuan / month (installment) or 29999 yuan, and pre-orders will be accepted on June 14 and will be on sale on June 28. 2. Apple announced at the WWDC held in the early morning of June 11, Beijing time, that it will build a partnership with OpenAI to launch the "Apple Intelligence" suite around AI functions. The new features will only be available on the iPhone 15 pro/max and later models, and with the continuous development of AI technology, Apple's industry chain is expected to usher in a new wave of replacement. 3. The company is mainly engaged in the research and development, design, production, sales and technical services of automation equipment, and the main products can be divided into standard machines, non-standard machines, special machines, coating machines, etc. At present, the company's downstream application fields mainly include consumer electronics industry, automotive industry, industrial control industry, etc. The company can provide integrated inductor production lines in the field of industrial control. 4. Company interaction on June 13: In 2023, the company will invest 150 million yuan to participate in the subscription of Hainan Youfu, accounting for 59.76% of the total subscribed capital contribution of Hainan Youfu. The main investment target of Hainan Youfu is Hainan Aviation Core High-tech Industry Group Co., Ltd. Hainan Aviation Core is a breakthrough project of the Hainan Provincial Party Committee and Provincial Government for the high-quality development of electronic information manufacturing industry, and the products produced are mainly used in new energy, automotive energy storage, photovoltaic, wind power generation, industrial control and other markets. 5. The company provides Apple with coil winding equipment at the receiving end of wireless charging for mobile phones and coil winding equipment at the transmitter end. 6. On February 24, 20, the company's main business is to provide basic electronic component manufacturers and their downstream manufacturers with complete sets of CNC automation equipment and related parts required for the production of electronic coils, and the company provides integrated solutions including the design, production, installation, testing and after-sales service of CNC automated production equipment.
SINBON Intelligent (301112): Automation equipment + robot + aero engine + going to sea 1, the company is a comprehensive integrated service provider of intelligent manufacturing solutions and equipment with industrial robots and related intelligent technologies as the core, and its main business is engaged in the design, research and development, manufacturing, assembly and sales of intelligent, automated production lines and complete sets of equipment. 2. On February 29, the company researched and applied the relevant technologies of high-precision automatic testing equipment for key aerospace components, including visual inspection technology of aero engine blanks and on-board measurement technology of aero engine blades. 3. The company's overseas business is mainly for the design, manufacturing, assembly, integration and maintenance services of automotive automated production lines. It has established good cooperative relations with suppliers of many well-known domestic and foreign automobile manufacturing and industrial chain related enterprises such as Toyota, Isuzu, E.Magna, Dongfeng Nissan, GAC Group, GAC Toyota, GAC Honda, etc.
5. The next day's deduction
1. Market analysis and strategy
At present, the market is still in the observation period of policy, price and external signals. In the state that the external signals tend to be complex, the internal signals are weak, and the policy signals are yet to be clarified, the market may continue the stock game pattern. In the stock environment, the previous dividend has also been adjusted. For structural selection, the bonus will still be a high-probability option suitable for the bottom position after the pullback. In addition, the opportunity of odds assets will still exist, mainly in the limited economic growth, and has a certain rotation attribute.
Thursday's market did not continue the strong pattern of yesterday afternoon, but opened low and then fluctuated lower, individual stocks reappeared in a state of general decline, and the rapid rotation of plates was obvious. Some of you may be taken aback by this trend and are deeply skeptical. But in fact, it was emphasized in yesterday's article that after all, the amount of energy is insufficient, the 5-day line is still under pressure, and at the same time, there is often differentiation after the general rise in the stock game and the linkage of artificial intelligence is significantly reduced, and it is normal for natural weak shocks. However, there is no need to worry too much about this position, on the one hand, large funds continue to participate in ETFs, and the attitude is obvious; On the other hand, yesterday's four-department conference also conveyed the importance of the top management to the stock market; In addition, there is a pattern support around 2930-2904, and the bottom characteristics are still prominent. At the same time, it is normal to repeat in stages under lack of confidence, and it often takes a process to change from quantitative to qualitative change. It's just that before the market reversal signal appears, it is still necessary to deal with low positions, prevent risks, reduce the layout on the left side, and focus on stability.
The market trend has weakened again, the capital sentiment is sluggish, and the market has fallen into a pattern of twists and turns, but the bottom has always been repeated, and at least the sharp fluctuations in the past two days have ended the previous negative and falling pattern, indicating that some wait-and-see funds have changed. It's just that the market reversal lacks a signal, so we must wait patiently, avoid chasing up, and remain rational.
The index continued to bottom out after falling below the 144-day moving average, and the market sentiment was once pessimistic and panicked, but there was a more iconic positive line on the last trading day, if it continues to rise today and effectively hits the 3000-point integer mark, it may open a round of repair market. At the weekly level, the KDJ indicator has reached the lowest level in history, and the K-line has formed a bottoming and rebounding trend, and the probability of short-term index repair and rise is relatively high. At present, the market is still in the observation period of policy, price and external signals. In the state that the external signals tend to be complex, the internal signals are weak, and the policy signals are yet to be clarified, the market may continue the stock game pattern. In the stock environment, the previous dividend has also been adjusted. For structural selection, the bonus will still be a high-probability option suitable for the bottom position after the pullback. In addition, the opportunity of odds assets will still exist, mainly in the limited economic growth, and has a certain rotation attribute.
The market is at a critical turning point, and there is still the possibility of a continued rebound in the short term after the release of early selling pressure. Especially once the weighted sectors stabilize, this will be an important signal for the market to rebound and recover. It is recommended to pay close attention to the market dynamics in the short term, especially the performance of heavyweight stocks and changes in market trading volume, these factors will determine the strength and sustainability of the market rebound, and there is no need to be overly pessimistic about the current market position. In particular, the recent policy support for innovative technology enterprises, innovative enterprises with high R&D investment, high long-term order ratio, and broad development space will gradually usher in the improvement of the valuation center.
2. Tomorrow's market prediction: shock finishing
6. Position plan: short-term: three percent.