"Science and Technology Treasure VIP" is a professional financial data information product jointly launched by Beijing Business Daily and Titanium Media, including the essence of the research report, the first-line interpretation of science and technology stocks, the must-read of major events, the daily dragon and tiger list, the breakfast meeting of science and technology stocks, and the selection of announcements. The following is the review of the technology stock market this week:
1. In July, the peak of the lifting of the ban on the Science and Technology Innovation Board + active mergers and acquisitions of state-owned enterprises + industrial machine tools + three major operators
(1) The context of the event
After a suspension of nearly four months, as of June 21, all three major exchanges have resumed IPO acceptance. Review the domestic and foreign market environment before and after the suspension and resumption of IPOs.
In 2024, the work report of the 31 provincial governments across the country will focus on encouraging the development of government industrial funds and increasing the cultivation of specialized, special and new small and medium-sized enterprises, and the mergers and acquisitions of state-owned enterprises will be active in 2023.
In July, the market value of the lifting of the ban on the Science and Technology Innovation Board was relatively high, and the actual lifting of the ban on many stocks due to the breakage was limited.
On June 21, Huawei Robotics appeared at the developer conference, and the latest machine tool order data showed that the decline narrowed.
On June 22, the Sino-French astronomical satellite was launched, and China Telecom, the only operator in China with a satellite mobile communication license, decided to establish Tiantong Satellite Technology Co., Ltd.
(2) Column group
(2.1) [Essence Research Report] At 8:49 on June 24, the column published an article "After the National Nine Articles, the "hard technology" IPO resumed the normalization of acceptance, and the market environment before and after the resumption of IPOs was reviewed.
Source: Screenshot of the article of the column group of science and technology
(2.2) In addition to reviewing the market environment before and after the previous resumption of IPOs, the article also briefly summarizes the active mergers and acquisitions of state-owned enterprises in 2023 and the peak of the lifting of the ban on the Science and Technology Innovation Board in July. The three major operators have recently accelerated the development and testing of satellite Internet test satellites.
(3) Market performance
Source: Kechuang Cixin, Industrial Machine Tools, China Telecom, China Mobile, China Unicom market performance
2. Tourism
(1) The context of the event
On June 25, the mainland tried to implement a visa-free policy for ordinary passport holders from three countries: New Zealand, Australia and Poland.
(2) Column group
At 8:44 on June 26, it was mentioned that the mainland has piloted the visa-free policy for ordinary passport holders from three countries, including New Zealand, Australia and Poland, and quoted Ping An Securities as pointing out that mature OTAs (Online Travel Agency) are more beneficial due to their relative light assets and very low marginal expansion costs.
Source: Screenshot of the article in the column of Kegubao
(3) Market performance
Source: Online Travel Sector Index Trends
Risk warning: the risk of market fluctuations, the risk of policies falling short of expectations, the risk of changing the performance of listed companies, etc.
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