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Last:2997.01;Chg:2.28;Chg:0.08%; Volume: 281 million lots, Turnover: 282.6 billion, Turnover Rate: 0.61%.
Leading the industry
1. Software development: increase: 2.41%; Increases: 153; Decline: 37; Leading stocks: Jiuqi Software; Increase: 9.91%.
2. Internet services: increase: 2.17%; Up: 114; Declines: 34; Leading stocks: tax friends shares; Increase: 9.99%.
| name | latest | Increase% | Change |
| Shanghai | 2997.01 | 0.08 | 2.28 |
| SZSE Component Index | 8812.67 | -0.97 | -86.5 |
| GEM refers to | 1665.04 | -1.05 | -17.65 |
| BSE 50 | 706.8 | -0.4 | -2.84 |
| Science and Technology 50 | 699.12 | -1.48 | -10.48 |
| CSI 300 | 3471.79 | -0.18 | -6.39 |
| CNI 2000 | 6118.37 | -0.48 | -29.36 |
| CSI 1000 | 4905.65 | -0.7 | -34.6 |
| The average share price of A shares | 15.87 | -0.87 | -0.14 |
| Large-cap value | 7347.37 | 0.54 | 39.36 |
| Small-cap growth | 3927.59 | -1.44 | -57.26 |
| Hang Seng Index | 17769.14 | 0.29 | 50.53 |
| Taiwan weighting | 22879.37 | -0.78 | -179.2 |
| Dow jones | 39331.85 | 0.41 | 162.33 |
| Nasdaq | 18028.76 | 0.84 | 149.46 |
| UK FTSE 100 | 8121.2 | -0.56 | -45.56 |
| German DAX30 | 18164.06 | -0.69 | -126.6 |
| French CAC40 | 7538.29 | -0.3 | -22.84 |
| SENSEX, MUMBAI, INDIA | 79441.45 | -0.04 | -34.74 |
| Russian RTS | 1151.82 | 0.18 | 2.05 |
| Nikkei 225 | 40074.69 | 1.12 | 443.63 |
| KOSPI, South Korea | 2780.91 | -0.83 | -23.28 |
| COMEX Gold | 2338.6 | -0.01 | -0.3 |
| NYMEX Crude Oil | 83.17 | -0.25 | -0.21 |
| Rebar main connection | 3563 | -0.08 | -3 |
| A50 period refers to the current month consecutive | 12059 | 0.01 | 1 |
| USD-RMB mid-parity | 7.1291 | 0.04 | 0.0026 |
| USDCNH | 7.3075 | 0.01 | 0.0005 |
First, the market panorama
1. Overview:
The Shanghai Composite Index rose 0.08% to 2,997.01 points, the Shenzhen Component Index fell 0.97% to 8,812.67 points, the ChiNext Index fell 1.05% to 1,665.04 points, and the STAR 50 Index fell 1.48% to 699.12 points. The total turnover of the Shanghai and Shenzhen stock markets was 644.654 billion yuan, a decrease of 13.4 billion yuan from the previous day. Among them, the Shanghai Composite Index once stood above 3,000 points in the intraday, but there was a dive in the afternoon and turned green, although the end of the market turned red again, but still failed to stand above 3,000 points again. More than 2,700 stocks in the two cities fell. On the theme of the plate, the financial and taxation digitalization, liquor, and Internet finance sectors were among the top gainers, and the rare earth permanent magnet and construction machinery concept stocks were adjusted.
2. Trading Water Temperature: Divergence
3. Money-making effect: general
4.A50 performance
A50 futures refers to 12059 consecutive months (yesterday: 11929), an increase of 0.01% (yesterday: 0.1%), and a change of 1 (yesterday: 12) (closing data at 5:14 am on July 3, 2024).
5. Ups and downs
A total of 2,358 (yesterday: 3,441) stocks rose, 2,556 (yesterday: 1,523) stocks fell, 172 (yesterday: 122) stocks were flat, and 28 (yesterday: 28) stocks were suspended. Excluding the new stocks listed on the same day, there are 67 (yesterday: 62) stocks with a daily limit, and 6 (yesterday: 19) stocks with a downward limit.
(The data sources are inconsistent, for analysis reference only)
6. Transaction Amount
Opening turnover: 18.29 (yesterday: 2.006) billion yuan on the Shanghai Stock Exchange, 30.40 (2.909 billion yuan on the Shenzhen Stock Exchange), 15.69 (1.551 billion yuan on the Shanghai Stock Exchange), 1.569 billion yuan (1.551 billion yuan yesterday).
The total turnover of the Shanghai and Shenzhen stock exchanges was 6446.54 (yesterday: 658.071) billion yuan, the Shanghai Stock Exchange 2825.59 (yesterday: 294.322) billion yuan, the Shenzhen Stock Exchange 3620.94 (yesterday: 363.749) billion yuan, and the venture 1721.49 (yesterday: 169.887) billion yuan.
7. Continuous daily limit
Continuous daily limit stocks: Sanhui Electric (power grid equipment) (5) ST Wanlin (logistics industry) (4) ST Quanzhu (decoration and decoration) (3) Kangxin New Materials (decoration and building materials) (3) ST Meigu (beauty care) (3) ST Yongyue (plastic products) (2) Luokai shares (power grid equipment) (2) ST Dongshi (automobile services) (2) tax friends (Internet services) (2) Jishi Media (culture media) (2) Yatai Group (cement building materials) (2)* ST Mogao (Brewing Industry) (2) ST Shuguang (Finished Vehicles) (2) Guanghui Automobile (Automobile Service) (2) Huijin Technology (Software Development) (2) Energy Saving Tiehan (Environmental Protection Industry) (2) ST Modern (Textile and Garment) (2) Huilong (Fertilizer Industry) (2) ST Molong (Special Equipment) (2) Palm (Engineering Construction) (2).
High-bid stocks: Sanhui Electric has closed 5 daily limits in a row:
Sanhui Electric (002857): electric energy meter + energy storage + virtual power plant + robot 1, Sanhui Electric focuses on the requirements of the power grid company's "life cycle management of metering assets", relying on the technical advantages of the core link of electric energy meter verification, and takes the service of electric energy meter as the core to form electric energy meter standard testing equipment, electric energy meter automatic assembly line verification system, electric energy meter intelligent storage system, electricity information collection system, transformer and other products, covering the whole life cycle of electric energy meter. 2. In 23 years, the company established a joint venture company, Shenzhen Sanhui Energy Technology Co., Ltd., through a wholly-owned subsidiary, and officially entered the energy storage business, of which Sanhui New Energy and Sanhui transformer held a total of 56% of the shares. 3. Company interaction on July 27, 23: Virtual power plant is one of the business models and technical forms that the company focuses on exploring in the process of promoting industrial and commercial energy storage. Recently, the company and Zhejiang Hongxi Energy Co., Ltd. reached a clear agreement in the strategic cooperation of photovoltaic and storage integration, that is, after the gradual implementation and promotion of the integrated photovoltaic and storage solutions, the two parties will further innovate and integrate integrated energy management, smart grid, digital energy and other directions, and explore new business models and technical forms, including energy storage in Taiwan area, spot trading, green power trading, virtual power plants, etc. 4. According to the company's official website, the company's robot technology is completely independently programmed, integrating advanced technologies such as precision, flexibility, intelligence, and software application development, and has the technical characteristics of fine manufacturing, fine processing and flexible production, which can be used in manufacturing, assembly, palletizing, testing, logistics and other links. The company has automatic palletizing robots, automatic packing robots, 7-axis automatic loading robots, and automatic assembly robots.
8. Concentration of daily limits
Sectors with a high concentration of daily stocks: software development, Internet services, decoration, power grid equipment, special equipment, environmental protection industry, textile and garment, fertilizer industry, automobile services, auto parts, food and beverage, cement and building materials, plastic products, general equipment, cultural media, and logistics industries.
9. Limit and seal orders
The top 17 (yuan) in the amount of daily limit orders: Pulian Software (financial and tax digitalization + information innovation + AI corpus + IT services) (167 million), tax friends shares (intelligent tax management + smart government affairs + AIGC concept + Huawei) (162 million), Linzhou Heavy Machinery (semi-annual report forecast + coal mining machinery + robot + military industry) (144 million), Zhaori Technology (Internet finance + mobile payment + data security + Hongmeng concept) (123 million), Sanhui Electric (energy meter + energy storage + virtual power plant +Robot) (119 million), Huijin Technology (financial technology + bank + state-owned assets to be acquired) (103 million), Bowling Bao (semi-annual report forecast + erythritol + sugar substitute concept) (95.5526 million), science and technology information (financial and tax digitalization + financial technology + data elements + data security) (82.4643 million), Jingyeda (information innovation + education informatization + multi-modal AI + computing base) (78.1382 million), Guanghui Automobile (passenger car distribution + Huawei automobile + increase in holdings) (6, 9.9597 million), Rongfeng Holdings (real estate + medical equipment + loss narrowing in the first quarter) (69.3657 million), Jiuqi Software (financial and tax digitalization + domestic software + Huawei Kunpeng) (63.1748 million), Kangxin New Materials (the first to disclose the semi-annual report + proposed repurchase + land circulation + new building materials suppliers + state-owned enterprises) (61.0444 million), aerospace information (financial and tax services + smart transportation) (53.568 million), Huilong shares (land circulation + fertilizer + supply and marketing cooperatives +menthol + high dividend) (52.9947 million), Yatai Group (state-owned assets increase + face value delisting game + coal + medical equipment + Changchun state-owned assets) (50.8905 million), Watertek Information (tax informatization + Internet of vehicles + computing power + military industry) (45.4078 million).
10. Limit time
The top 10 in the daily limit time: Pulian Software (financial and tax digitalization + information innovation + AI corpus + IT services), tax friends (intelligent tax management + smart government affairs + AIGC concept + Huawei), Linzhou Heavy Machinery (semi-annual report forecast + coal mining machinery + robot + military industry), Sanhui Electric (electric energy meter + energy storage + virtual power plant + robot), Bowling Bao (semi-annual report forecast + erythritol + sugar substitute concept), Jiuqi Software (financial and tax digitalization + domestic software + Huawei Kunpeng), Kangxin New Materials (the first to disclose the semi-annual report +Proposed repurchase + land transfer + new building materials supplier + state-owned enterprises), Yatai Group (state-owned assets increase + face value delisting game + coal + medical equipment + Changchun state-owned assets), Huijin Technology (financial technology + bank + state-owned assets to be acquired), Hengyin Technology (financial technology + bank + artificial intelligence + intelligent transportation).
11. Main funds
The main funds of Shanghai and Shenzhen had a net outflow of 10.819 billion yuan today (yesterday: a net outflow of 6.044 billion yuan). Among them, the net outflow of the main funds of the Growth Enterprise Market was 2.837 billion yuan, the net outflow of the main funds of the CSI 300 constituent stocks was 3.229 billion yuan, and the net outflow of the main funds of the Science and Technology Innovation Board was 388 million yuan.
Today, there are 8 industries with net inflows, of which the food and beverage industry has the largest net inflow, with a net inflow of 1.252 billion yuan, and the top net inflows of agriculture, forestry, animal husbandry and fishery, and coal, with a net inflow of 148 million yuan and 96 million yuan respectively. The main funds of 23 industries showed a net outflow, of which the electronics industry had the largest net outflow of main funds, with a net outflow of 3.228 billion yuan, and the top net outflow of the main funds of the industry were automobiles, power equipment, machinery and equipment, real estate, and non-bank finance, with net outflows of 1.607 billion yuan, 1.502 billion yuan, 911 million yuan, 707 million yuan, and 527 million yuan respectively.
Today, 2,132 stocks received a net inflow of main funds, of which 6 stocks received a net inflow of more than 100 million yuan. Kweichow Moutai had the largest net inflow of main funds, with a net inflow of 752 million yuan, and the top stocks with net inflows of main funds were Xin Yisheng, Zhongji Innolight, Ping An of China, Xinmai Medical and Luzhou Laojiao, with net inflows of 345 million yuan, 151 million yuan, 136 million yuan, 131 million yuan and 115 million yuan respectively.
In addition, 2,912 stocks were net sold by the main funds, of which 31 shares were sold by the main funds for more than 100 million yuan. The stocks with the largest net outflow of main funds are Cialis, with a net outflow of 331 million yuan, and the top stocks with net outflows of main funds are BAIC Blue Valley, ZTE, Oriental Fortune, Lingyi Intelligent Manufacturing, and Sany Heavy Industry, with net outflows of 321 million yuan, 297 million yuan, 293 million yuan, 273 million yuan, and 244 million yuan respectively.
12. Dragon and Tiger List
Today's institutional seat funds totaled about 360 million yuan (yesterday: net buying about 176 million yuan). Among them, 2 stocks were net buyers and 13 stocks were net sellers.
Top 10 Net Purchases (Industry Sectors) (Purchase Amount, 10,000 Yuan): Kechuang Information (Software Development) (4710.74), Huawen Group (Culture Media) (4510.42), Zhaori Technology (Computer Equipment) (4351.84), Jinqiao Information (IT Services) (3921.00), Honghe Technology (Building Materials) (2460.37), Phoenix Shipping (Port Shipping) (2229.82), Nente Technology (Chemical Pharmaceutical) (1941.18), Digital Certification (Software Development) (1706.43), Lingnan (Environmental Governance) (1693.22), Hengyin Technology (Computer Equipment) (1434.16) (Yesterday: I Love My Home (Real Estate) (7901.81), Star Power (Electricity) (7411.60), Hubei Yihua (Agrochemical Products) (5407.87), Binjiang Group (Real Estate) (5253.64), Tongfang (Computer Equipment) (3291.98), Debe Group (retail) (1760.65), Zhongke Magnetics (new metal materials) (1682.70), Mankun Technology (components) (1177.70), Jinlang Technology (photovoltaic equipment) (822.39), Yatai Group (comprehensive) (693.29)).
Top 10 net purchases of institutional seats (industry sector) (purchase amount, 10,000 yuan): Kaizhong Precision (Motor) (1283.92), Haochen Medical (Medical Services) (641.37), Phoenix Shipping (Port Shipping) (-31.00), Lingnan (Environmental Governance) (-295.55), Shenzhen Ruijie (Building Decoration) (-386.81), Xinling Electric (Power Grid Equipment) (-997.78), Kechuang Information (Software Development) (-1124.41), Kaiwang Technology (Consumer Electronics) (-1441.09), North Changlong (Military Equipment) (-1662.20), Yingtong Communication (Consumer Electronics) (-1780.51) (Yesterday: Jinlang Technology (Photovoltaic Equipment) (4835.67), Hubei Yihua (Agrochemical Products) (4550.55), I Love My Home (Real Estate) (4003.05), Binjiang Group (Real Estate) (3724.48), Tongfang (Computer Equipment) (2727.44), Mankun Technology (Components) (2360.04), Kaiwang Technology (Consumer Electronics) (1555.67), Xinling Electric (Power Grid Equipment) (898.39), Beautiful Ecology (Building Decoration) (248.90), Meixin Technology (Communication Equipment) (109.88)).
The largest net selling stock by institutions is Sifang shares, with a net selling amount of about 99.9971 million yuan, and the top net selling stocks by institutions are Pulian Software, I Love My Home, and Mobile Education.
Sifang shares fell 7.9% today. Three institutions appeared on the list of dragons and tigers, with a total net sale of 99.9971 million yuan, the special seats for Shanghai-Hong Kong Stock Connect bought 78.179 million yuan and sold 39.3237 million yuan at the same time, JPMorgan Securities (China) Co., Ltd. Shanghai Yincheng Middle Road Securities Business Department bought 22.2295 million yuan, and Guotai Junan Securities Co., Ltd. Ningbo Guangfu Street Securities Business Department sold 22.9298 million yuan.
13. Northbound funds
On July 2, the turnover of northbound funds today was 111.025 billion yuan (the previous day's turnover was 108.276 billion yuan), and the transaction was net selling 5.528 billion yuan (the previous day's net buying was 4.948 billion yuan). Among them, the Shanghai Stock Connect net sold 1.465 billion yuan, and the Shenzhen Stock Connect net sold 4.063 billion yuan.
Northbound funds bought more today in Kweichow Moutai, China Merchants Bank, CRRC, Industrial and Commercial Bank of China, and Ping An of China, with net purchases of 866 million yuan, 292 million yuan, 240 million yuan, 171 million yuan, and 164 million yuan respectively. The net sales of northbound funds were more than Industrial Fortune Union, CATL, Wanhua Chemical, Xin Yisheng, and Zhongji Innolight, with net sales of 509 million yuan, 312 million yuan, 252 million yuan, 228 million yuan, and 115 million yuan respectively.
14. Margin Trading
Margin financing and securities lending: On July 1, the financing balance was 1,449.1 billion yuan (1,449.3 billion yuan the day before), the net financing purchase was -223 million yuan (the day before -6.216 billion yuan), the balance of securities lending and borrowing was 32.00 billion yuan (31.57 billion yuan the day before), and the net sale of securities borrowing and lending was 50.71 million shares (-32.19 million shares the day before).
The top 10 net purchases in the financing sector (10,000 yuan): software development (9106.76), tourism and hotels (5023.27), automobiles (3077.44), medical equipment (2667.67), pharmaceutical business (2482.86), decoration and building materials (1514.35), real estate services (850.95), instrumentation (724.34), beauty care (484.35), semiconductors (220.65).
The top 10 stocks (10,000 yuan) were net bought by financing: Cialis (193 million), Industrial Fortune Union (141 million), BAIC Blue Valley (98.38 million), Guodian Power (81.73 million), Kweichow Moutai (81.43 million), China Mobile (69.66 million), China Merchants Bank (64.37 million), Sugon (58.71 million), JAC (54.99 million), and COSCO Shipping Holdings (52.32 million).
15. Summary of stocks with year-on-year index earnings
Summary of stocks with year-on-year index earnings: 1257 stocks (yesterday: 1403) with a profit of 1%-3%, accounting for 27.66% (yesterday: 30.88%); 369 stocks (yesterday: 360) with a profit of 3%-5%, accounting for 8.12% (yesterday: 7.92%); There were 199 stocks with a profit of 5% or more (yesterday: 178), accounting for 4.38% (yesterday: 3.92%).
16. Heavyweight stock performance on the day
Software stocks collectively rose sharply, led by the direction of financial and tax digitalization, and many shares such as Watertek Information, Digital Certification, Pulian Software, and Tax Friends Shares rose to the limit. The Internet finance sector rose throughout the day, with Zhaori Technology, Huijin Technology, Jiuqi Software, Dongyi Risheng and other daily limits. The liquor plate once soared, Kweichow Moutai rose by more than 3%, Wuliangye, Shede Liquor, and Shuijingfang followed suit. The concept of rare earth permanent magnets fell into adjustment, and Earth Bear, Longci Technology, Zhongke Magnetics, and Jinli Permanent Magnet fell by more than 5%. Construction machinery was sluggish throughout the day, and XCMG Machinery, Liugong, and Sany Heavy Industry fell about 5%. The consumer electronics sector weakened, Yingtong Communication fell to the limit, and Tanaka Seiki fell more than 15%. (Yesterday: The rare earth permanent magnet sector led the rise throughout the day, with Zhongke Magnetics, Dagang Holdings, Huahong Technology, and Chuangxing Resources up and down.) Real estate stocks broke out and strengthened, Zhongzhou Holdings, Binjiang Group, Huafa Shares, I Love My Home, and Urban Construction Development. The aquaculture sector rose, with Jin Xinnong, Huatong shares, and Tang Renshen rising more than 5%. The semiconductor sector was sluggish throughout the day, with Anlu Technology and Guoxin Technology falling by more than 10%. ）。
17. Exponential Contribution
Top 10 Contribution Points (Contribution Points) (Increase): Kweichow Moutai (4.12) (3.49%) Industrial and Commercial Bank of China (2.63) (2.58%) PetroChina (2.43) (2.21%) Agricultural Bank of China (1.66) (1.80%) Bank of China (1.24) (1.93%) China Merchants Bank (0.97) (2.10%) China Shenhua (0.56) (1.15%) Shanghai Pudong Development Bank (0.48) (3.02% China CITIC Bank (0.48) (2.80%) Postal Savings Bank (0.41) (1.57%) (Yesterday: Industrial and Commercial Bank of China (2.11) (2.11%) Agricultural Bank of China (1.66) (1.83%) PetroChina (1.16) (1.07%) China Shenhua (0.98) (2.05%) Yangtze River Power (0.89) (1.94%) Industrial Fortune Union (0.78) (2.19%) Shaanxi Coal (0.69) (4.27% Bank of China (0.69) (1.08%), Zijin Mining (0.63) (2.68%), Sinopec (0.44) (1.11%)).
Top 10 Contribution Points (Contribution Points) (Increase) of Shenzhen Stock Exchange Index: 5. Grain & Liquid (5.46) (2.54%) Xin Yisheng (1.51) (2.37%) Sanhua Intelligent Control (1.41) (4.02%) Inovance Technology (1.06) (1.24%) Focus Media (1.02) (1.81%) Luxshare Precision (0.76) (0.46%) Luzhou Laojiao (0.68) (0.69%) Zhongji InnoLight (0.57) (0.49% Shenzhou Taiyue (0.51) (3.62%) Bank of Ningbo (0.47) (0.65%) (Yesterday: Zhongji InnoLight (5.60) (5.09%) Muyuan (3.21) (3.19%) Bank of Ningbo (2.81) (4.03%) Wen's (2.79) (2.83%) Xin Yisheng (2.75) (4.53%) Vanke A (2.23) (5.19%) China Merchants Shekou (2.15) (7.74% Tianfu Communication (2.07) (8.37%), Jinlang Technology (1.70) (20.00%), Dongfang Yuhong (1.63) (7.29%)).
18. Agency Ratings
The top 10 original ratings of the latest research institutions: TCL Technology, Jinbei Electrician, Truide, Shenzhou Taiyue, Proya, Aibo Medical, Borui Pharmaceutical, Otway, Huahai Chengke, and Centec Communications.
19. Institutional research
The top 10 latest research institutions: Flextron Electric, Pumen Technology, Wanye Enterprise, Livzon Group, Wolong Electric Drive, Kinwong Electronics, Ruifeng Bank, Shangpin Home Delivery, Bloomage Biotechnology, Hunan Yuneng.
20. Company Buybacks
The top 10 companies repurchased the latest companies: Yongxing Materials, Dezhan Health, Hefeng Shares, Kangyuan Pharmaceutical, Jingji Zhinong, Liqun Shares, Baotou Iron and Steel Shares, Xinbang Pharmaceutical, Xingtong Shares, and West Shanghai.
21. Shareholder Reduction
The top 10 shareholders of the latest company announcement are Dongpeng Beverage, Lianming Shares, Jiangsu Shentong, Concord Electronics, Quanwei Technology, Wanfeng Aowei, Kangxin New Materials, Fuda Shares, Children's King, and China Haiphong.
22. Popularity list
The top 20 stocks on the popularity list (ranked at 21 o'clock on July 2, 2024): Kweichow Moutai, Tax Friends Shares, BAIC Blue Valley, Kechuang Information, Guanghui Automobile, Digital Certification, Huijin Technology, Lingyi Intelligent Manufacturing, I Love My Home, Watertek Information, Sanhui Electric, Oriental Fortune, Pulian Software, Star Power, Zhengdan Shares, Zhaori Technology, Jiuqi Software, Feitian Integrity, Inspur Software, Jinqiao Information.
23. New sections
Today's new Straight Flush Concept Index: Digitalization of Finance and Taxation (886080) (2024.7.2): At present, a new round of national fiscal and taxation system reform may be opened, and the "Golden Tax Phase IV" with comprehensive digital electronic invoices as a breakthrough is being comprehensively promoted and promoted. The digital intelligence of finance and taxation plays an important supporting role in the process of tax management and development in mainland China, and the realization of digital and intelligent tax management by enterprises has become the top priority of the national digital and intelligent tax system reform.
Related Constituent Stocks:
1) Pulian Software (300996): According to the 2023 annual report, in 2023, the company will closely follow the world-class financial management guidance of the State-owned Assets Supervision and Administration Commission, fully integrate the financial management model and digital technology, and form the Xinchuang ERP financial product system, including accounting and reporting, treasury management, tax management and financial sharing and other subsystems. In 2023, the company's R&D team will continue to optimize product architecture and technology by identifying key technologies and personalized needs, and develop multiple core technology components such as voucher engine, accounting engine, and query engine, achieving a major breakthrough in product performance in the information innovation environment; With the help of the dual system design of the subject system and the index system, real-time financial reports are issued, and it has the ability to localize and replace the ERP core general ledger system of super-large group enterprises.
2) Boss Software (300525): According to the interactive news on April 28, 2023, the core of the fourth phase of the Golden Tax has changed from ticket control tax to digital tax governance, and each manufacturer on the digital transformation track has its own differentiated competition strategy. Focusing on digital invoices, electronic vouchers, industry, finance and tax collaboration, Bosyun is willing to provide assistance and services for the digital + intelligent direction of enterprises.
3) Watertek Information (300324): According to the 2023 annual report, in the field of tax informatization, the company, as a major provider of tax informatization products and services in China, is mainly engaged in the sales and service of SaaS service platforms related to the finance and taxation industry across the country. In order to meet the needs of enterprises of different industries and sizes for the construction of digital tax management, the company uses cloud computing, big data, artificial intelligence, blockchain and other related technologies to help enterprises establish a system covering the integration of industry finance and taxation, tax declaration, accounting file management and data analysis, and comprehensively support the digital transformation capabilities required for enterprise development. The company actively explores the business expansion of the tax-related industry chain such as new scenarios of bill application and digital finance and taxation applications, so as to ensure the sustainable development of the company in the new era of digital finance and taxation and consolidate the company's stable position in the finance and taxation market.
4) Jincai Internet (002530): According to the 2023 annual report, the company focuses on taking the digitalization of finance and taxation as the core engine, promoting the comprehensive digitalization of enterprise business elements, helping enterprises to digitally transform finance and taxation, and building a ubiquitously connected digital enterprise.
5) China Software (600536): According to the 2023 annual report, for the tax industry, the company will carry out professional management of the industry with information system services as the core, build industry competitiveness, and organize the implementation and delivery of products and services. During the reporting period, it successfully ensured the smooth operation of the core collection and management, data resource platform, electronic tax bureau, social security collection, export tax rebate and other business systems, and completed the key business indicators and tasks; In line with the development of network information in the tax industry, organize a professional and technical team to complete system design and function development, and ensure the pilot and comprehensive promotion and operation of the engineering system; At the same time, during the reporting period, the company also actively promoted the expansion of the service-oriented business of tax enterprises.
6) Tax-friendly shares (603171): The main business of Tax-friendly Software Group Co., Ltd. is two main business segments: To G digital government business, To B SaaS subscription and consulting services. The main products or services include To B SaaS subscription and consulting services, and To G digital government business. The company is a director unit of Zhejiang Software Industry Association, a high-tech enterprise, and a national high-tech industrialization demonstration base, and won the National Science and Technology Progress Award (second prize) for the project of "Key Technologies and Applications of Tax Big Data Computing and Services". At the same time, the company has established the Tax Big Data Alliance with the University of Science and Technology of China, Shanghai University of Finance and Economics and other units, and has become the governing unit of the "Chinese Artificial Intelligence Industry Development Alliance (AIIA)" to carry out research on financial business management under new economic models such as enterprise finance and taxation business and the Internet, and a large number of achievements have been applied to the research and development of products and services, accelerating the application of China's digital economy.
7) Zhongke Jiangnan (301153): According to the 2023 annual report, this year, the company assisted customers in establishing a financial fund and business management system from centralized payment by the treasury to the integrated management of the financial budget, built a financial digital service system from financial big data to cloud finance of budget units, and built an application infrastructure for the circulation of core data elements such as the financial data network of budget units, the circulation of electronic accounting vouchers, and the circulation of medical electronic bills. Based on the integration of budget management based on the digital financial framework, financial cloud services for budget units, accounting data standards for electronic vouchers, smart medical insurance, electronic licenses, digital yuan and other fields, the application space of the digital economy has been expanded, and good business results and market repercussions have been achieved.
8) Yonyou Network (600588): According to the 2023 annual report, in the field of digital intelligence finance and taxation, the product fully supports the whole process management of digital electronic bills, further improving the automation and intelligence level of digital intelligence finance and taxation; Launched the intelligent finance and taxation BaaS service to provide fully automatic bookkeeping and tax declaration services for micro enterprises, and further improve the efficiency and accuracy of the whole process of automatic bookkeeping and tax declaration. In the field of digital and intelligent business, we will strengthen the application and innovation of data intelligence technology to help small and micro enterprises achieve digital transformation and improve operational efficiency. At the same time, combined with the core advantages of Chanjet in the field of digital intelligence finance and taxation, we will continue to enhance the comprehensive advantages of industry and finance integration.
24. Hotspots & Mainlines:
(1) Main line: None
(2) Hot spots:
Category 1 Hot Spots: None
Category 2 hot spots: fiscal and tax digitalization, software development, Internet services, decoration, power grid equipment, AI, diversified finance, special valuation, brain-computer interface.
Rotation hot spots: fiscal and tax digitalization, power grid equipment, consumer electronics, electronic components, industrial machine tools, diversified finance, brain-computer interface, PEEK materials, communication equipment, automobiles, media, science and technology valuation, China special valuation, 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
Digitalization of finance and taxation, Internet finance, liquor (yesterday: real estate, rare earth permanent magnets, land circulation).
26. Today's hot performance
Top 30 Industries: Finance and Taxation Digitalization, Electronic ID Card, Smart Government, Huawei Kunpeng, Family Doctor, Cloud Office, Internet Lottery, Software Development, IT Services, DRG/DIP, Cloud Gaming, Blockchain, Mobile Payment, Integrated, Cross-border Payment (CIPS), Plantation and Forestry, Web3.0, ST Sector, Tianjin Free Trade Zone, Internet Finance, Education, Ant Financial Concept, Land Transfer, Liquor, Digital Watermark, Digital Economy, Cloud Computing, Huawei Euler, Hengqin New Area, Kuaishou Concept (Yesterday: Leasing and Selling the Same Rights, Rare Earth Permanent Magnets, Real Estate, Supply and Marketing Cooperatives, Land Transfer, Genetically Modified, Phosphorus Chemical, Planting and Forestry, Coal Mining and Processing, Metal Zinc, Characteristic Town, Corn, Fertilizer, Pork, Metal Lead, Agrochemicals, Coal Concept, Glyphosate, Inner Mongolia, New Metal Materials, Copper Metal, Agricultural Planting, Chicken Raising, Fuel Ethanol, Property Management, Ecological Agriculture, Tibet, NMN Concept, Copper Cable High-speed Connection, Shenzhen State-owned Enterprise Reform).
The top 30 industries in the hot spots: new metal materials, wireless charging, rare earth permanent magnets, copper cable high-speed connection, lithography machines, Straight Flush to the sea 50, science and technology new stocks, semiconductors, black home appliances, BC batteries, AI mobile phones, small metals, photovoltaic equipment, Apple concept, construction machinery, F5G concept, registration-based new stocks, national fund holdings, other electronics, new stocks and new stocks, Foxconn concept, flying cars (eVTOL), automation equipment, electronic chemicals, tire pressure monitoring, WiFi 6, The third generation of semiconductors, kitchen and bathroom appliances, small household appliances, superconducting concepts (yesterday: semiconductors, military electronics, components, science and technology innovation new stocks, e-paper, Foxconn concept, national fund holdings, PCB concept, terahertz, Apple concept, other electronics, military informatization, MiniLED, automation equipment, advanced packaging, WiFi 6, integrated circuit concept, satellite navigation, star flash concept, MicroLED concept, 6G concept, the third generation of semiconductors, machine vision, MR (mixed reality), Consumer electronics concept, commercial aerospace, memory chips, supercapacitors, military equipment, Huawei Euler).
Second, the subject matter is hot
1. Smart grid concept stocks rose, Sanhui Electric 5 boards, Daye Intelligence, Kelin Electric, Yubang Power, CLP Xingfa, Wansheng Intelligence, etc.
2. The cultural media sector went up, Jishi Media 2 boards, Radio and Television Network, Tiandi Online, Anne Shares, Simei Media, etc. followed up.
3. The aquaculture sector pulled back, Pengdu agriculture and animal husbandry fell to the limit, and Dongrui shares, Shennong Group, Sunner Development, superstar agriculture and animal husbandry, Wen's shares, etc. followed.
4. The collective outbreak of information and innovation and software stocks, Watertek Information, Pulian Software, Kechuang Information, Zhaori Technology, Huijin Technology, Ren Zixing have an average 20cm daily limit, and more than 10 shares of Tax Friends Shares, Hengyin Technology, Jinqiao Information, Jiuqi Software, etc.
5. The concept of land circulation and rural revitalization continued to be strong, with Huilong shares on the 2nd board, Shennong Technology, Yongan Forestry, SIIC Development, Yatong Shares, China Agricultural Union, Yasheng Group, etc.
6. Real estate stocks rose, Rongfeng Holdings rose by the limit, and New Huangpu, Vantone Development, Bright Real Estate, Greenland Holdings, Binjiang Group, etc. followed up.
7. Network security concept stocks strengthened, Watertek Information 20cm daily limit, Kelan Software, Zhaori Technology, and digital certification followed up.
8. The concept of fiscal and tax reform stocks rose, tax friends shares rose in 6 days and 5 boards, Pulian Software, Jiuqi Software rose by the limit, Watertek Information, Science and Technology Innovation Information, Zhongke Jiangnan, etc. followed up.
9. The Internet finance sector rose throughout the day, with Zhaori Technology, Huijin Technology, Jiuqi Software, Dongyi Risheng and other daily limits.
10. The liquor plate once soared, Kweichow Moutai rose by more than 3%, and Wuliangye, Shede Liquor, and Shuijingfang followed suit.
11. The consumer electronics sector continued to weaken in the afternoon, Yingtong Communication fell to the limit, Tanaka Precision Machinery, Xianying Technology, DEREN Electronics, Crystal Optoelectronics, Anker Innovations, etc. fell first.
3. Summary of important events at home and abroad
(1) Macroeconomic policies
1. Ministry of Industry and Information Technology: The four departments issued the "Guidelines for the Construction of a Comprehensive Standardization System for the National Artificial Intelligence Industry (2024 Edition)". The goal is that by 2026, the linkage level between standards and industrial scientific and technological innovation will continue to improve, and more than 50 new national standards and industry standards will be formulated, and the standard system leading the high-quality development of the artificial intelligence industry will be accelerated.
2. The Ministry of Industry and Information Technology and other four departments jointly issued the "Guidelines for the Construction of a Comprehensive Standardization System for the National Artificial Intelligence Industry (2024 Edition)", proposing that by 2026, the linkage level of mainland standards and industrial scientific and technological innovation will continue to improve, more than 50 new national standards and industry standards will be formulated, and more than 20 international standards will be formulated to promote the global development of the artificial intelligence industry.
3. The State Administration for Market Regulation issued an announcement to implement compulsory product certification management for lithium batteries and chargers for electric bicycles. After November 1, 2025, lithium batteries and chargers for electric bicycles should be certified by CCC and marked with CCC certification marks before they can be shipped and sold. Each lithium battery must be marked with a safe service life and a permanent unique code.
4. The Ministry of Finance, the National Health Commission, and the National Bureau of Disease Control and Prevention issued a notice to issue a budget of about 5.4 billion yuan for major public health service subsidies in 2024, plus about 15.4 billion yuan in advance, for a total of about 20.8 billion yuan for AIDS prevention and control, tuberculosis prevention and control, monitoring of key infectious diseases and health hazards.
(2) Domestic economy
1. In the new round of fiscal and taxation system reform, further improving the local tax system is one of the key directions of reform. Among the four major types of taxes on the mainland, consumption tax is the only tax that has not yet been shared by the central government and the local government, so it has been given high hopes in the new round of reform. Analysts generally believe that expanding the scope of collection, moving back the collection link, and steadily delineating the local area are the three major points of interest in the future consumption tax reform.
2. The Shanghai Stock Exchange recently held a symposium on the "Eight Articles of the Science and Technology Innovation Board" for securities companies, and had in-depth exchanges with representatives of research institutes of a number of securities companies, fully listening to opinions and suggestions, aiming to steadily promote the implementation of various policies and measures for deepening the reform of the Science and Technology Innovation Board. It is reported that the participants focused on the hot issues of current market concern and promoted the implementation of the "Eight Articles of the Science and Technology Innovation Board" for in-depth discussions, and put forward constructive opinions and suggestions.
3. With the comprehensive promotion of strict supervision, the investigation and punishment of illegal stock speculation by employees of securities companies is also increasing. A leading brokerage practitioner said that his company recently launched a three-year reverse investigation of the stock accounts of insiders and their relatives to maximize the detection of illegal stock speculation.
4. Changsha City issued the "Notice on Supporting the Adjustment of Residential Housing to Residential Buildings and Other Residential Buildings", clarifying that within the jurisdiction of Changsha City, the planning approval of new residential projects such as apartments will be suspended; Residential commercial houses such as apartments that have completed the approval of the general plan of the project, but have difficulties in development and decentralization, can be adjusted to residential buildings in accordance with regulations and procedures after being demonstrated and feasible on the premise of ensuring that the carrying capacity of public service facilities and basic supporting facilities is met.
5. Moutai Sauce Liquor Marketing Company issued a notice stating that Moutai 1935 has completed various tasks this year ahead of schedule, and in order to ensure the benign and healthy development of the market, the contract plan for Moutai 1935 Liquor has been suspended. In addition, according to the first financial report, in recent years, the batch price of bulk bottles of Feitian Moutai has stabilized, and many private platforms have quoted more than 2,300 yuan/bottle, and some even have quotations approaching 2,400 yuan/bottle. Luzhou Laojiao raised the price of 38 degrees National Cellar 1573 classic pack.
6. On July 2, the main contract of the European line reached 5575 points, up nearly 5% in the day, hitting a new high in the listing, and the stock prices of a number of shipping listed companies rose rapidly in the afternoon. The Shanghai Export Container Settlement Freight Index (SCFIS) has risen for 10 consecutive weeks on the European route, also hitting a new high this year. In the current situation, the situation of "hard to find" has reappeared. Moreover, in the view of the industry, the impact of the "Red Sea incident" will continue to ferment in the second half of the year, and the adjustment of the route will lead to an increase in the volume of goods in transit ports.
In July and June, the prosperity index of China's logistics industry was 51.6%, which was in the expansion range for four consecutive months. From the perspective of sub-indexes, the new orders index in June was 51.9%, and the new orders index of road transport, railway transport, air transport, postal express and other industries were all in the expansion range. Driven by the growth of online promotion and demand for fresh goods, the new order index of the postal express industry reached more than 70%, and the new order index of the air transport industry was 58.7%, both of which were in a relatively high prosperity range. From the perspective of investment, the index of fixed asset investment in the logistics industry in June was 50.4%, and logistics investment continued to grow. The business activity expectation index has remained in a relatively high boom range of more than 55% for four consecutive months.
8. Up to now, the number of coastal navigation beacons in the mainland has reached 20,600, a year-on-year increase of 68.8% over ten years ago. The completed coastal Beidou ground-based augmentation system can provide centimeter-level high-precision navigation and positioning services, realize "one map coverage" of coastal ports and waterways, and "one network through" of coastal water safety communication. The mainland has built the world's largest navigation support system.
9. Qingyang converter station of Longdong to Shandong ± 800 kV UHVDC transmission project entered the electrical installation stage on July 1. The project is the first UHV project in mainland China with "wind, solar, fire and storage integration" power transmission. After the entire project is put into operation in June 2025, it can deliver more than 36 billion kilowatt hours of wind power, photovoltaic and thermal power to Shandong every year.
10. The Shanghai Municipal Government approved the Action Plan for the High-Quality Development of Shanghai's Low-altitude Economic Industry (2024-2027). Improve the low-altitude economic and industrial facilities, do a good job in the construction of "facility network", improve the ability of software supporting services, establish a unified comprehensive management platform, improve the airspace opening and coordination mechanism, and enhance the energy level of "air network", "route network" and "service network", so as to form a joint force for all parties to promote the development of low-altitude economy. It is necessary to open up application scenarios, increase commercial pilots and large-scale applications, promote the transformation of "niche pilots" into "mass experience", and cultivate "low-altitude +" new consumption scenarios. It is necessary to nurture leading enterprises, seize new market opportunities, support the R&D and manufacturing of large and medium-sized UAVs and eVTOLs (electric vertical take-off and landing aircraft), and build a "city in the sky" with global influence.
(3) The international situation
1. Eastern time on Tuesday, the three major U.S. stock indexes collectively closed higher, with the Dow up 0.41%, the Nasdaq up 0.84%, and the S&P 500 up 0.62%. Most of the popular technology stocks rose, Tesla rose more than 10%, and the total market value returned to above $730 billion, and Amazon, Google, and Apple rose more than 1%. Automobile manufacturing, industrial metals, and semiconductor equipment sectors were among the top gainers, with Century Aluminum up more than 13%, Rivian up nearly 7%, AMD and Lucid up more than 4%, and Supercomputer and Kexiu Semiconductor up more than 3%. Thermal coal, solar energy, and food department stores were among the top decliners, with SunPower falling more than 10%, and Cole's Department Store, Macy's, and Domino's Pizza falling more than 2%. Popular Chinese concept stocks rose, Weibo rose more than 4%, Futu Holdings, Alibaba rose more than 2%, Li Auto, Weilai, Vipshop, JD.com rose more than 1%, iQiyi, Baidu, Bilibili, Pinduoduo, Tencent Music rose slightly. NetEase fell more than 2%, and Xpeng Motors fell slightly.
2. The largest trade union of chip giant Samsung Electronics said it would hold a three-day strike. Analysts pointed out that Samsung Electronics is the world's largest memory chip manufacturer, and the strike may affect the world's key semiconductor supply chain. At the same time, NVIDIA, a leading global AI chip company, faces French antitrust charges, and if found to be in violation, it will be fined up to 6.09 billion US dollars, equivalent to about 44.3 billion yuan.
3. From July 1, the X9043 China-Europe train from Xi'an International Port Station to Baku, Azerbaijan will run once a day, and the trans-Caspian China-Europe train will be normalized. The train departs from Xi'an, departs from the Khorgos port, passes through Kazakhstan, and arrives in Azerbaijan across the Caspian Sea, taking about 12 days.
4. The 2024 Global Digital Economy Conference opened today (July 2) in Beijing. With the theme of "Opening a New Era of Digital Intelligence and Sharing a New Digital Future", the conference released cutting-edge digital technology achievements and application scenarios to promote international cooperation in the digital economy. More than 300 important foreign guests from more than 50 countries and regions and international organizations discussed hot topics such as global digital governance rules, deep integration of data and reality, and artificial intelligence.
5. Tesla delivered 443,956 vehicles in the second quarter, with an estimated 439,302 vehicles; INCLUDING 422,405 MODEL 3/Y UNITS, HIGHER THAN EXPECTATIONS OF 412,288 UNITS. Tesla also said it deployed 9.4 GWh of energy storage products in the second quarter, the highest quarterly deployment to date.
(4) Important events and related stocks
1. The 16th Huawei User Conference will be held this week, and 5.5G blockbuster products will be announced.
The 16th Huawei User Conference (HUGM2024) will be held in Istanbul, Turkey on July 4-5, 2024. Attendees will listen to the results of the improvement of TOPN issues in 2023 and discuss the direction of improvement of TOPN issues in 2024. At this conference, Huawei will unveil the Apollo Version. According to reports, Huawei's ApolloVersion is "the first 5G-A version released based on the R18 protocol".
5G-A, also known as 5.5G, is the technological evolution of 5G, which can achieve significant improvements in capacity, speed, latency, positioning, and reliability compared with 5G. The first standard version of 5G-A, 3GPPRel-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. During its MWC2024 in Shanghai last month, Huawei announced its industrial technology evolution from 5G to 5G-A. The release of blockbuster products at this conference may help accelerate the commercialization of 5G-A, and industry chain companies have attracted attention.
Related stocks: Canqin Technology (688182) company's ceramic dielectric filters can be widely used in 4G, 5G, and 5.5G communication networks. The company has a long-term cooperation with Huawei to provide solutions for the electronic ceramics business.
The communication cables and data cables of Xinya Electronics (605277) are used in small base stations and 5G macro stations for 5G communication, communication in large public places, data centers, WI-FI6 wiring, F5G all-optical campuses, 5.5G base stations and other scenarios, mainly supplied to Huawei, Amphenol, etc.
2. The SCO summit is about to be held, and related companies are in the spotlight.
The Council of Heads of State of the Shanghai Cooperation Organization (SCO) will be held in Astana, the capital of Kazakhstan, and the SCO has become a security barrier, a bridge of cooperation, a bond of friendship and a constructive force in the region. According to the memorandum signed at last year's SCO summit, Belarus will join the SCO as a full member at the Astana summit, bringing the number of SCO member states to double digits, a "historic breakthrough" and a sign that the SCO is gradually becoming the most influential regional international organization.
The meeting will emphasize the strengthening of trade, investment and infrastructure construction, and consider the development of a unified map of transport connectivity, which has great geo-economic and political value in terms of transport connectivity, which will promote the deep integration of China with the international markets of Central Asia, South Asia, West Asia and Europe, and become a landmark project for the interconnection and mutual benefit between China and the SCO countries under the framework of the "Belt and Road". It will not only build the southern access road of the new Eurasian land bridge and broaden the transportation scope, but also change the traffic pattern in the western part of the mainland.
Related stocks: Bakken Energy (002828), Golden Eagle Heavy Industries (301048).
3. Large-scale commercial application, the world's largest sodium-ion battery energy storage system was put into operation.
On June 30, the world's largest sodium-ion battery energy storage project, Datang Hubei 100 MW/200 MWh sodium ion new energy storage power station science and technology innovation demonstration project, the first phase of the science and technology innovation demonstration project, was completed and put into operation, with a production scale of 50 MW/100 MWh. This project marks a new stage of large-scale commercial application of sodium-ion battery energy storage technology.
With the continuous development of the energy sector, from lithium-ion batteries to photovoltaic power generation to energy storage systems, sodium-ion batteries are seen as the next promising technology. Although sodium-ion batteries have a low energy density, their cost advantages, safety, and high and low temperature performance bring potential application prospects. Compared with lithium-ion batteries, sodium-ion batteries have the advantages of abundant resource reserves, low cost, and fast charging. Theoretically, the cost of sodium battery materials can be 30%-40% lower than that of lithium batteries. However, it lags behind lithium-ion batteries in terms of energy density, and is suitable for market segments such as electric two-wheelers, energy storage, and low-speed electric vehicles.
Related stocks: Huayang shares (600348), Shanghai Xiba (603200).
4. The Shanghai Cooperation Organization (SCO) summit will be held soon, and transport connectivity will be realized.
The Council of Heads of State of the Shanghai Cooperation Organization will be held in Astana, the capital of Kazakhstan. After 23 years of joint efforts, the SCO has become a security barrier, a bridge of cooperation, a bond of friendship and a constructive force in the region. According to the memorandum signed at last year's SCO summit, Belarus will join the SCO as a full member at the Astana summit, bringing the number of SCO member states to double digits, a "historic breakthrough" and a sign that the SCO is gradually becoming the most influential regional international organization.
The meeting will emphasize the strengthening of trade, investment and infrastructure construction, and consider the development of a unified map of transport connectivity, which has great geo-economic and political value in terms of transport connectivity, which will promote the deep integration of China with the international markets of Central Asia, South Asia, West Asia and Europe, and become a landmark project for the interconnection and mutual benefit between China and the SCO countries under the framework of the "Belt and Road". It will not only build the southern access road of the new Eurasian land bridge and broaden the transportation scope, but also change the traffic pattern in the western part of the mainland.
Related stocks: Tianshun shares (002800), Bakken Energy (002828).
5. The supply of concentrate is tight, overseas demand is strong, and lead prices continue to rise.
As of June 30, the Shanghai Lead 2409 futures contract (code: PB2409) listed on the Shanghai Futures Exchange has risen for four consecutive months, with a cumulative increase of 22.34% this year. In the past, the first half of the year was the off-season for lead consumption, but now there is a pattern of off-season. Industry insiders said that the supply of lead concentrate is tight, the operating rate of recycled lead production capacity is low, and overseas demand is strong, and it is expected that lead prices are expected to rise further when the regular peak season arrives in the second half of the year.
Related stocks: Yuguang Gold and Lead (600531), Huayu Mining (601020).
6. The preparation plan for the establishment of the Brain-Computer Interface Standardization Technical Committee was released, and the industry is expected to get more policy catalysts.
The Ministry of Industry and Information Technology Brain-Computer Interface Standardization Technical Committee Preparatory Plan Publicity, which mentions that the chairman and vice chairman of the Brain-Computer Interface Standardization Technical Committee (preparation) of the Ministry of Industry and Information Technology plan to invite responsible comrades of relevant departments and research institutions to serve, and the members are intended to be served by enterprises, scientific research institutes, universities and other industrial and technical experts in the field of brain-computer interface. After its establishment, the work plan includes: optimizing and improving the standardization roadmap, accelerating the development of key technical standards, and promoting the publicity and implementation of standards. Recently, the government has released a series of action plans and measures to promote the development of the brain-computer interface industry. During the two sessions in 2024, brain-computer interface will be positioned as one of the "new quality productivity"; On June 28, the Shanghai Municipal Commission of Economy and Information Technology issued a notice on soliciting key artificial intelligence industry projects such as brain-computer interface and embodied intelligence in Shanghai, arranging the city's artificial intelligence technology research and application demonstration projects that meet the policy requirements, and forming a reserve project library.
Related stocks: Chengyitong, Chengdu Huawei.
7. The curtain of a new round of UHV construction in the mainland has been opened, and the investment in UHV equipment is expected to accelerate.
Recently, the State Grid Corporation of China organized a conference in Beijing to promote the high-quality construction of UHV projects, thoroughly implement the new energy security strategy of "four revolutions and one cooperation", and promote the development of new energy systems, new power systems and new power grids with high-quality UHV construction, so as to better guarantee power supply, promote energy transformation, and support and serve Chinese-style modernization. Recently, the State Grid issued a series of bidding announcements for UHV projects, marking the opening of a new round of UHV construction in the mainland. According to the analysis of Galaxy Securities Research Report, during the "14th Five-Year Plan" and "15th Five-Year Plan" period, the mainland is expected to add 27-32 UHV external DC channels. At present, there are 4 existing lines and 5 are under construction, which means that there is still 18-23 construction space in the future; It is estimated that the investment in UHV equipment is expected to exceed 40 billion yuan in 2024, and the bidding will be accelerated in the second half of the year.
Related stocks: Dalian Electric Porcelain, China Xidian.
8. Tesla will show the latest achievements of humanoid robots, and the agency said that the progress of industrialization is expected to exceed expectations.
During this year's World Artificial Intelligence Conference (which will be held on July 4-6), Tesla will showcase its latest achievements in cyber off-road wagoning, Optimus humanoid robots, FSD (Full Self-Driving Capability), and more. According to reports, among them, Tesla Optimus humanoid robots can now perform tasks in the factory, and it is expected that in 2025, more than 1,000 Optimus humanoid robots will work in Tesla factories. At present, the commercialization of humanoid robots has begun, and humanoid robot manufacturers such as Tesla, UBTECH, and Unitree Technology have released new commercial progress. Zheshang Securities pointed out that with the support of leading manufacturers in the fields of artificial intelligence, new energy vehicles, consumer electronics, and industrial robots, it is expected that the humanoid robot industry will enter the first year of small-batch mass production in 2024, and the progress of industrialization is expected to exceed expectations. As an area in which Chinese manufacturers can deeply participate in the global AI wave, domestic manufacturers have great development opportunities.
Related stocks: Dalian Electric Porcelain, China Xidian.
9. The first in China, Shenzhen's "low-altitude + rail" air-rail intermodal transport project was officially launched.
Recently, China's first "low-altitude + rail" air-rail intermodal transport project was officially launched in the East Square of Shenzhen North Railway Station, providing passengers with a "one-stop" shuttle service for Shenzhen's air-rail transportation. Passengers can take a helicopter to Shenzhen North Railway Station and fly to various districts of Shenzhen, as well as to Zhuhai, Zhongshan and other cities in the Greater Bay Area. Kaiyuan Securities believes that 24 years is the first year of the low-altitude economy, the first half of the year is mainly the policy release period, and the second half of the year will usher in the rapid development of the industry of infrastructure bidding and application scenarios.
Related stocks: Optoelectronics, Narui Radar.
10. The mainland's first commercial space launch site has the ability to carry out launches.
The Hainan commercial space launch site officially announced on the 30th that it has the ability to carry out the launch, which means that after just two years, the launch site is now able to undertake rocket launch business and achieve commercial operation, and in the second half of this year, the launch site will usher in the first rocket launch. The launch site is the first commercial space launch site in mainland China, and Aerospace Science and Technology, Aerospace Science and Industry, and Starnet Group participated in the implementation of the launch site project. Li Cong of Huatai Securities believes that the completion of the commercial space launch site will effectively improve the launch capacity of commercial space rockets in the mainland, and will significantly promote the construction of satellite constellations such as the mainland satellite Internet.
Related stocks: Aileda, Chaojie shares.
Fourth, short-term stock sniping (only analysis, not recommendation)
Linzhou Heavy Machinery (002535): Semi-annual report forecast increase + coal mining machinery + robot + military industry 1, July 1, announced that the net profit attributable to shareholders of listed companies in the first half of 2024 is expected to be 95 million yuan to 115 million yuan, a year-on-year increase of 51.68% to 83.62%. The net profit after deducting non-recurring gains and losses is expected to be 90 million yuan to 110 million yuan, a year-on-year increase of 49.30% to 82.48%. The increase in performance was mainly due to the increase in operating income due to abundant order volume, easing of working capital and increased production capacity. 2. The company's main business covers two major business segments: coal mining machinery and comprehensive service business and military business, of which coal mining machinery and comprehensive service business are the company's core business segments. 3. Previously, the company signed an agreement with the Institute of Automation of the Chinese Academy of Sciences to jointly build the "Industrial Robot Technology Engineering Center", and jointly committed to the research and development, product development, production and application of core technologies in the field of industrial intelligent robots and high-tech. 4. The company mainly provides parts and components for military enterprises, and its products involve gears and structural parts for weapons and equipment.
Zhaori Technology (300333): Internet Finance + Mobile Payment + Data Security + Hongmeng Concept 1, the company focuses on the R&D and sales of bank-to-business mobile payment security products, bill anti-counterfeiting and paper pattern anti-counterfeiting technology. The company's main technologies and products include: electronic payment cipher system and cryptographic chip, paper label, bank-enterprise business platform, financial bill paper anti-counterfeiting system terminal and module. 2. May 14 interaction: The company's cryptographic chip is dedicated to the electronic payment cipher system, which has been maturely applied for many years and has not been invested in research and development. 3. As a mobile financial product for the company, data security is a very important part of the company's bank-enterprise communication system. The company has the core technology of financial data security, and strictly implements relevant national standards to protect the financial information security of individuals and enterprises. 4. On July 2, 21, the interactive easy: the company's bank-enterprise products support the Hongmeng system.
Jingyeda (003005): Information innovation + education informatization + multimodal AI + computing power base 1, the company's main business is to provide R&D, production, sales and service of industry informatization products and solutions for the fields of education informatization, urban rail transit security and smart city. 2. 23 semi-annual report: The company deeply integrates the large model engine with the privatized multimodal teaching big data such as course lesson plans, classroom videos, homework tests, and examination experiments to form a large model dedicated to education and schools. At present, the Jingyeda education model has supported functions such as dual loading of pre-trained data and privatized data, real-time loading of multi-modal custom knowledge base, secondary pre-training of privatized knowledge, and multi-round dialogue. 3. On August 12, Jingyeda Huailai Science and Technology Industrial Park was unveiled, and the successful holding of the unveiling ceremony announced the official completion of the company's computing base, intelligent manufacturing base and industry-education integration base in Huailai Science and Technology Park. 4. The development of some system application software (Xinchuang version) has been carried out, and the smart recruitment business has developed the "Online Inspection Product - Xinchuang Series". On February 14th, the company paid attention to the security protection of video and data storage and transmission, with the goal of "independent and controllable, safe and reliable", carried out industry application research and development relying on GB35114 national standards, and developed the "national secret version of the online inspection system", and continued to promote the gradual penetration of national secret security in various industry lines.
Rongfeng Holdings (000668): Real estate + medical equipment + loss narrowed in the first quarter 1, the company's main business is real estate development and operation. The main products are improved residential and high-end office properties. It has launched the first small-scale real estate in China and the first sports-themed community, which has had a great impact in the industry. 2. According to the announcement on June 8, 20, the company intends to purchase 100% of the shares of Weiyu Medical Technology held by the six shareholders of Wuhu Dongxu Weiyu Medical Device Technology Co., Ltd. by issuing shares. Weiyu Medical, the target company of this merger, is a professional medical orthopedic implant consumables distribution and technical service provider, mainly engaged in the sales and distribution of medical orthopedic implant consumables such as spine, trauma, joints, etc., and provides related technical services. After the completion of this transaction, Weiyu Medical will become a wholly-owned subsidiary of the listed company. 3. On the evening of April 26, the company released its first-quarter results, with a net loss of 5.6431 million yuan, a year-on-year decrease of 22.32%.
Jiuqi Software (002279): Digitalization of Finance and Taxation + Domestic Software + Huawei Kunpeng: According to the website of the National Audit Office, the 2023 annual audit work report proposes to plan a new round of fiscal and taxation system reform, improve the division of fiscal powers and expenditure responsibilities between the central and local governments, increase the intensity of balanced transfer payments, and improve the regular assessment and dynamic adjustment and exit mechanism of transfer payments. 1. The company is a leading supplier of report management software in China, and has participated in the construction of many major projects and key projects of the government, enterprises and institutions for a long time. 2. On December 22, 21, the company mainly provides tax source management and comprehensive tax management systems for government customers, and provides financial and tax management systems covering all taxes for enterprise group customers. 3. On August 25, 2023, Interactive Easy replied: The company's data governance-related products are fully compatible and adapted to HUAWEI CLOUD Kunpeng cloud services, and the company has some project cooperation with Huawei in the field of e-government. 4. The company has become an ecological partner of Baidu Wenxin Yiyan, actively researching the underlying technical principles of the large model, expanding the capabilities of the large model in combination with the company's specific business application scenarios, and exploring and verifying the intelligent upgrade in the fields of smart courts, smart transportation, digital marketing, smart reports, and smart analysis.
Aerospace Information (600271): Fiscal and Taxation Services + Smart Transportation: According to the website of the National Audit Office, the 2023 annual audit work report proposes to plan a new round of fiscal and taxation system reform, improve the division of fiscal powers and expenditure responsibilities between the central and local governments, increase the intensity of balanced transfer payments, and improve the regular assessment and dynamic adjustment and withdrawal mechanism of transfer payments. 1. The company's main business is the golden tax industry, financial technology service industry, smart industry, and network information industry. The company's main products are golden tax basic business, smart tax, smart products, key customer solutions, cloud tax ecological business, training business, financial and tax services, financial services, credit services, financial technology, smart public security, smart food and agriculture, smart market supervision, smart transportation, smart finance, etc. 2. Aisinnuo Cigna GPT is a large model product for the vertical field of finance and taxation developed by Aerospace Information, which improves the ability of finance and taxation empowerment on the basis of the general base model, and aims to create a "large model that understands finance and taxation best", and helps users realize intelligent financial and tax consulting, automated financial processing, and personalized financial and taxation services empowered by large model technology. 3. Research on September 22, 23: In the field of transportation informatization digital business, the company has successively won the bid for a number of transportation digital application projects such as the key equipment project of the Beidou auxiliary road toll platform of the Road Network Center of the Ministry of Transport, the overseas shipborne Beidou positioning application project of China Merchants Shipping, and the promotion and application project of digital technology of Henan trunk highway infrastructure, which has accumulated mature product technical solutions and project delivery experience for the upgrading of TravelSky's smart transportation business.
5. The next day's deduction
1. Market analysis and strategy
The Third Plenum of the CPC Central Committee in mid-July, as an important meeting to promote Chinese-style modernization and further deepen reform in an all-round way, may release an important signal that affects the market, and policy expectations will form a certain support for market preference; The regulator's policy of stabilizing the capital market may continue to exert force, and broad-based ETFs have also had significant incremental funds entering the market to stabilize the market recently. The overall cost performance of the market has improved significantly after the phased adjustment, and the policy is expected to still support market preferences near the blockbuster meeting, and the follow-up index may stabilize, and the market is expected to be positive.
On Tuesday, the market was volatile, the main board was repeatedly contested near 3,000 points, and the gem continued to be sluggish, running in the green throughout the day. The performance of individual stocks in the two cities is differentiated, and the enthusiasm for longs has decreased, but the stocks that have fallen sharply continue to decrease, which is a good phenomenon. In terms of indicators, the main board maintains three consecutive positives and the trading reminds that on the red middle track, the trend has improved and strengthened again, but it should be noted that this is because of the positive drive of the weights of banks and liquor, and the trading volume continues to be sluggish. In addition, 30 minutes and 60 minutes after this wave of rise, the main board showed signs of top divergence, which also needs to be resolved in large quantities, otherwise there is also an expectation of repair. At the same time, there is another bad thing in the short-term index upward attack is that it is not synchronized, which will form a drag, so the short-term probability is still mainly shock, don't expect too high.
The index did not continue yesterday's strength, but the end of the obvious fall turned green, seemingly unexpected but actually reasonable, after all, the volume is sluggish, the weight and the subject matter can not work together, especially the weight is also extremely pulled, not to mention that the bottom formation is not overnight, and the shock is normal. Therefore, we must look at it rationally, don't be overly nervous, do a good job of throwing high and sucking low, fast in and fast out, don't pattern first.
Under the disturbance of factors such as the slow continuation of the aggregate policy, the decline in the approval price of Moutai, the concern of strict supervision and delisting, and the payment of taxes, the stock market has continued to adjust recently, and the mentality of investors is generally sluggish. Contrary to the pessimistic consensus in the market, we still maintain a positive view on the Chinese market: 1) the current discussion of macro risks and economic issues in the stock market is no different from the past, but from the perspective of asset prices, after 3-4 years of adjustment, the above factors have been fully priced; 2) Based on our unique research, the current market sentiment and risk aversion have reached historically rare levels, indicating that the market is also well discussed about short-term liquidity contraction and negative risks. Therefore, the reduction of uncertainty is the key driving force for China's stock market, and it is optimistic that the index will rise in a "two in, two out, one out" shock. The downward revision of macro expectations has ended, and the rebound focuses on the technology sector that resonates with reform expectations and industrial changes, and the low-level layout has a steady dividend. Considering that the market uncertainty has decreased, but the willingness of micro entities to take risks is low, the investment focus is on blue chips with products, orders, performance, and reasonable valuations.
2. Tomorrow's market prediction: shock finishing
6. Position plan: short-term: half position.