Have a look before going to bed!Oriental wealthThe net sorted out heavy news in the evening, hot sector news and listingsCompany AnnouncementAnd other information for investorsā reference.
ććTo tell the situation of the A stock market today:
The Shanghai stock index closed up more than 1%, brewing stocks rose sharply, salt lake lithium concept stocks plummeted
The three A-share indexes collectively closed up today, of whichShanghai IndexThe performance was strong, with an increase of 1.01% and closing at 3,529.93 points;Shenzhen Component IndexRose 0.78% to close at 15057.59 points;Growth Enterprise Market IndexIncreased 0.34% to close at 3,468.67 points. The turnover of the two cities reached 1.34 trillion yuan, the industry sector showed a general upward trend, the brewing sector rose sharply, and the salt lake lithium-extraction concept stock bucked the market and tumbled. Northbound funds bought 1.042 billion yuan in net today.
Moutai soared 130 billion liquor stocks back to the eternal god! 200 billion giants returned to A shares but collapsed the strongest sector
Today the two cities continue to diverge,SSE 50The Shanghai stock index rose by 1.65%, the Shanghai stock index rose by 1%, the GEM index turned red in late trading and closed up 0.34%. The traditional old white horses such as big finance, liquor, and big consumption continued to rebound. The Main Board Index outperformed the GEM Index.Salt LakeThe opening rose sharply and then oscillated back down, triggering an upward and downward stop each time, and finally closed up 306%, resuming the first day of listing to attract 29.9 billion gold, its siphon effect was significant, and the lithium battery stocks fell sharply.
Liquor stocks counterattack Maotai’s market value soaring by 130 billion. There is still room for more than 2 times in the subdivided areas?
On August 10, the concept of baijiu continued its strong trend yesterday.Kweichow MoutaiOnce stood at the 1800 mark, the market value increased by more than 130 billion.Founder SecuritiesIt is believed that the fundamentals of the liquor industry are strong, and the sub-high-end and above sectors are still in the stage of accelerating growth. There are still opportunities for the sector under high attention, and the sub-high-end prices have at least two times the space.
Dragon and Tiger List: RMB 240 million to grab Yihualu’s foreign investment to buy 5 shares and institutions to buy 21 shares
August 10, on the listLonghubangIn individual stocks, fundsNet inflowThe most isYi Hualu, Is 236 million yuan. Data shows that the stock has a daily limit of 20%, and a turnover rate of 8.3% throughout the day. Specifically,Shenzhen Stock ConnectThe net purchase was 66.849 million yuan. Institutionsā participation in the Dragon and Tiger List involves a total of 37 shares, of which 21 shares were bought by institutions.Sunneng ElectricIt was bought the most, with a net purchase of 239 million yuan in three days.
Resumption of 94 daily limit stocks: Food and military industry led the rise of Zhaoxin shares 5 to 6 boards
Today (August 10), the two cities continue to diverge. Traditional old white horses such as big finance, liquor, and big consumption continue to rebound. High-prosperity track stocks such as lithium batteries and chips continue to pull back, and the main board index outperforms the GEM. On the plate, brewing, aviation,food and drinkThe gains were among the top gains, with semiconductors, non-ferrous metals, and building materials being among the top losers. Today, there are a total of 94 stocks’ daily limit, which is 12 shares less than the previous trading day’s 106-share daily limit. Among Shenwan’s 28 first-level industries, food and military industry led the two cities.
The Shanghai stock index rose 1%, 60 shares including Luyang Energy Conservation and Sente reached a record high
On August 10, the Shanghai Stock Exchange Index closed at 3,529.93 points, an increase of 1.01%; the Shenzhen Component Index closed at 15057.59 points, an increase of 0.78%; the ChiNext Index closed at 3,468.67 points, an increase of 0.34%.Oriental wealthChoice dataShows that today, 60 stocksā intraday stock prices hit record highs, includingLuyang Energy SavingćCenter sharesWait.According to the data, there is a stock price hitting a record low in todayās session, which isGuobang Pharmaceuticalć
ććHeavy evening news:
The China Securities Regulatory Commission receives the “Qualified Foreign Investor Qualification Examination and Approval” materials from the State Administration of Social Insurance
The China Securities Regulatory Commission takes over the society on August 10InsuranceMaterials on “Qualified Foreign Investor Qualification Examination and Approval” issued by the General Administration of China.
my country will formulate hydrogen energy development strategy, hydrogen internal combustion engine is expected to be included in it to receive support
Driven by the goal of carbon peak and carbon neutrality, hydrogen fuel cell technology has developed rapidly. But this is not enough. Many commercial vehicle companies are unlocking another form of use of hydrogen energy-hydrogen engines. The reporter learned from the Ministry of Industry and Information Technology that the Ministry will support the development of zero-carbon emission hydrogen engines. In the next step, it will actively cooperate with relevant departments to formulate hydrogen energy development strategies, and research and promote the inclusion of hydrogen internal combustion engines to support them.
Ministry of Housing and Urban-Rural Development: Large-scale and short-term demolition of urban contiguous old areas such as urban villages shall not be allowed in urban renewal operations
The Ministry of Housing and Urban-Rural Development solicits public opinions on the “Notice on Preventing Major Demolition and Construction Issues in the Implementation of Urban Renewal Actions (Draft for Solicitation of Comments)”. The draft for comments proposes to strictly control the scale and intensity of reconstruction and expansion of the old city, and the construction intensity of new buildings. In principle, the ratio of renewal units (districts) or demolition and construction within the project should not be greater than 2. No large-scale, compulsory relocation of residents will change the social demographic structure and cut off the relationship between people, land and culture. The small-scale and short-term demolition of urban villages and other urban contiguous old areas has caused an imbalance between supply and demand in the housing rental market, and aggravated the difficulty of new citizens and low-income people with difficulties in renting houses.
Passenger Association: Supporting the accelerated development of new energy vehicles is a major opportunity
In July, the wholesale sales of new energy passenger vehicles reached 246,000, an increase of 5.1% month-on-month and a year-on-year increase of 202.9%. From January to July, the wholesale of new energy passenger vehicles was 1.339 million units, a year-on-year increase of 227.4%. The retail sales of new energy passenger vehicles in July reached 222,000 units, a year-on-year increase of 169.4% and a month-on-month decrease of 3.2%. From January to July, the retail sales of new energy vehicles amounted to 1.229 million, a year-on-year increase of 210.2%. It forms a strongly differentiated characteristic from the trend of traditional fuel vehicles, realizes the substitution effect on the fuel vehicle market, and promotes the pace of the auto market’s transition to new energy.
352 expert warnings were adjusted in the first July of the property market: the risk of adjustment in the second half of the year is now high and the probability of buying a house is “stand on guard”
It is not more than half of August, and local regulation has been intensively carried out. According to statistics from Centaline Property, from January to July,real estateA total of 352 adjustments have been made, with an average of more than 50 times a month. According to the statistics of a reporter from China Times, there are 212 days from January to July 2021, and the average daily adjustment is 1.66 times. In the context of constant pressure from the regulatory authorities, industry insiders predict that the number of cities controlled by subsequent policies will still increase significantly.
Soaring 500%, China-US ocean freight over 20,000 U.S. dollars! Delta spread aggravates “a box is hard to find”
Container freight from China to the United States has hit a new high of more than US$20,000 per 40 feet.A long-termimport and exportTrade business staff lamented the reporters from China Business News that since the beginning of this year, shipping prices have soared. As a shipper, “grabbing boxes” has been exhausted, and more expensive prices do not necessarily mean better results. The delay is still a delay. In the first half of this year, the containers sent by China could not be recycled in time, causing the price of containers to soar. In the second half of the year, with the recovery of the global economy, freight rates continued to rise.
Ministry of Commerce: From January to July, my countryās import and export scale reached 21.34 trillion yuan, a record high over the same period in history
The person in charge of the Foreign Trade Department of the Ministry of Commerce stated that from January to July, my country’s import and export scale achieved rapid growth. Among them, the scale of imports and exports, exports, and imports were 21.34 trillion yuan, 11.66 trillion yuan, and 9.68 trillion yuan, all hitting historical highs over the same period, with year-on-year growth of 24.5%, 24.5%, and 24.4% respectively, which are all 10-year highs. The two-year average growth rate was 10.6%, 10.9%, and 10.2% respectively.
ććHot sector stocks:
Energy storage concept stocks continue to strengthen. Institutions expect the market space to reach one trillion yuan (with shares)
ććSoochow SecuritiesIt is pointed out that the market growth is highly certain, and energy storage batteries will be fully affected by the background of carbon peaking and carbon neutrality. The vigorous development of renewable energy is inseparable from energy storage to ensure the stability of the power system. With the continuous introduction of domestic and foreign energy storage policies to encourage the development of energy storage, and the decline in the cost of battery and renewable energy power generation benefits both ends of the supply and demand, the energy storage market will usher in high growth.
Two plates of Weizhixiang and Yanjin Shop! “Eat, Drink and Drink” market is coming again?
ććOrient SecuritiesPointed out that the food sector was widespread in the second quarterPerformanceAfter bottoming out, valuations have been corrected, and the margin of safety has gradually become prominent. Standing at the current point in time, it is recommended to grasp the two main lines of investment: first, it is recommended to focus on the white horse leader with strong performance certainty, and the layout opportunities gradually appearing due to the decline in valuation; second, it is recommended to focus on the potential share price catalysts in the second half of the year (such Performance improvement catalyzed), the current valuation of the company with outstanding price/performance ratio.
Seize the chance to kill the liquor stocks by mistake!The energy storage track is about to take off in 5 years, and the room for growth exceeds 10 times
ććTianfeng SecuritiesIt is pointed out that for the liquor industry, the whole year is still firmly optimistic about the sub-high-end, and in the second half of the year, it will strongly promote the performance of both stable and flexible performance.Wuliangye, There may be three points beyond expectations: the approval price is expected to stand firmly at 1,000 yuan, classicWuliangyeThere is room for comprehensive promotion of the policy and both volume and price.At the same time, the company relies on classicsWuliangyeThe product system is strategically placed in a higher price zone, and the future product structure will further increase, and profitability will gradually increase.
“Uncle Li” stepped into the crossroads to find a new direction for funds! Is “drinking” good?
Debon Securities mentioned that since the second half of the year, as the market’s uncertainty has intensified, the military industry has benefited from solid fundamentals and good policy compatibility, with increasing attention. The growth rate of the military industry this week ranked first. , As the market’s understanding of the military industry continues to deepen, the military industry is expected to emerge a wave of “long cattle.” Looking ahead, we expect that as more military industry companies gradually disclose their performance forecasts, the industry’s prosperity will be further fully verified.
The theme strategy of the eight major brokerage firms: the figure of military industry should not be ignored! Who will be the Ningde era of the military industry?
AVIC Securities stated that the current underlying logic of the military industry is already performance-driven, and the military industry has ushered in a period of historical development opportunities and a golden age. Judging from the current disclosure situation, this time may become the best performance in history. During the interim report season, with the continuous landing and cashing of industry orders and performance, Davis is expected to double-click. Layout of three paths, recommended subdivided areas and individual stocks.
ććListed companyannouncementFeatured:
ććChina Railway: Subsidiary plans to subscribe for 4 billion yuan from the national surveyfundPhase II share
ććChina Railway(601390) On the evening of August 10, an announcement was made that China Chengtong Holding Group Co., Ltd., in conjunction with local governments, central enterprises and financial institutions, initiated the establishment of China State-owned Enterprise Structural Adjustment Fund Phase II Co., Ltd., with a registered capital of 73.750 billion yuan. The manager of the fund is Chengtong Fund Management Co., Ltd. The company’s subsidiary, China Railway Capital, intends to subscribe for 4 billion yuan, and the planned shareholding ratio is 5.42%. The company’s participation in the establishment of the second phase of the National Adjustment Fund is conducive to the company’s further participation in the implementation of the Yangtze River Delta integrated development strategy, especially in the investment and construction of new infrastructure in the Yangtze River Delta region.
ććChina Communications Construction: 4 billion yuan to participate in the subscription of the second phase of the China National Tuning Yangtze River Delta Fund
ććChina Communications Construction(601800) On the evening of August 10, the company announced that the company and its affiliates invested a total of 4 billion yuan to subscribe for the second phase of the Yangtze River Delta Fund. 100 million yuan. The company’s participation in the second phase of the State-owned Assets Supervision and Administration Commission of the Yangtze River Delta Fund is conducive to amplifying the equity capital leverage and supporting the company’s industrial layout optimization in key strategic areas such as emerging industries and new infrastructure.
ććYunzhong Technology: Plans to invest more than 1.1 billion yuan to build a chip multilayer ceramic capacitor project
ććYunzhong Technology(688260) On the evening of August 10, it was announced that Chizhou Yunzhong, a wholly-owned subsidiary of the company, plans to invest in the construction of a chip multilayer ceramic capacitor project with a total investment of 1.124 billion yuan; Chizhou Yunzhong plans to invest in the construction of automotive electronic precision parts and components. Electronic ceramic substrate project, the total investment of the project is 300 million yuan; the company’s wholly-owned sun company Chizhou Yuntai intends to invest in semiconductor mid-to-high-end lead frame production projects, with a total investment of 101.5 million yuan.
ććPearl of the Orient: To participate in 500 million yuanChina TelecomStrategic placement of A-share IPO
ććPearl of the Orient(600637) Announced on the evening of August 10, the company participated with its own fundsChina TelecomAllotment by strategic investors of A-share IPO,China TelecomThe price of the shares issued this time is 4.53 yuan per share, the number of shares allocated to the company is 110 million shares, and the amount allocated is 500 million yuan.Company asChina TelecomThe strategic investor of the company will not only help the two parties to jointly build a 5G application ecosystem, but also help the company further improve its overall layout at the 5G operator level.
ććGreat Wall Military Industry: The proposed additional fundraising will not exceed 663 million yuan
ććGreat Wall Military Industry(601606) announced on the evening of August 10 that the proposed increase of funds will not exceed 663 million yuan, which will be used for high-energy guided munitions production capacity construction projects, low-cost self-seeking rocket production capacity construction projects, new pyrotechnics production capacity construction projects, New type of aviation submunition research and production capacity construction project, unmanned intelligent aircraft development project, ultra-high-strength pre-stressed anchor system research and development condition construction project and special payables for repayment of national funds.Company holdingshareholderThe total subscription funds of Anhui Military Industry Group do not exceed 55 million yuan.
ććShuangliang Energy Saving: Signed 105 million yuan in sales of heat exchanger equipmentcontract
ććShuangliang Energy Saving(600481) On the evening of August 10th, the company announced that the company and Qinghai Lihao Semiconductor Materials Co., Ltd. (the buyer) signed the “Heat Exchanger Sales Contract” on August 10th. The subject of this contract is the heat exchanger equipment purchased by the buyer. The amount is 105 million yuan, accounting for the company’s 2020 yearOperating incomeOf 5.07%.
ććZhezhong shares: To be 100 million-150 million yuanRepurchaseShares
ććZhezhong shares(002346) On the evening of August 10, it was announced that it intends to repurchase shares in a centralized bidding transaction, and the repurchased shares are intended to be used in employee stock ownership plans or equity incentive plans. The amount of shares to be repurchased shall not be less than 100 million yuan and not more than 150 million yuan, and the repurchase price shall not exceed 25 yuan per share.
ććA-share market outlook research and judgment:
Institutional market: low blue chip stocks start to release heavy signals, two factors may help market style switch
Market style changes quickly. Growth stocks such as technology that have continued to dominate before have experienced successive setbacks, with semiconductors, chips, and batteries falling. At the same time,BankThe rise of stocks, the rise of liquor… both the big finance and the big consumption started. While the sector strengthened, the index ushered in a new high rebound. Before the fundamentals have not deteriorated and the original trend has not changed, it is not recommended to turn at will. We still need to take a closer look at the short-term wind direction to determine whether the short-term wind vent is really turning.
Hexin Investment Consulting: Liquor soars, blue chips set sail across the board
The switching market is getting more and more intense. Although the blue-chip trend has not been reversed so far, with the crazy blessing of various sources of funds, it is easy to exceed expectations in the future. Compared with the rise of blue chips, the callback of growth is indeed delicate, but everyone Remember, the callback is rhythmic, and the rise is rhythmic, so this back and forth switch may be the next market style, and the targeted strategy is to sell high and buy low. Once the new cycle is formed, it will be a heavy position. time.
Deutsche Securities Co., Ltd.: The market’s long sentiment fully recovered to replace the high-quality track
Combining the medium-term trend of China’s industrial upgrading and consumption upgrading has not undergone fundamental changes, some companies with core competitiveness may be close to the value area. The market may be in a period of turbulence and turbulence in August, and disturbances from internal and external macro risks will increase. Track stocks that have experienced excessive gains, high expectations, and overcrowded transactions in the interim period may have a short-term risk of compensating for losses. The style of the market is being switched, replace the high-quality track, and adjust the warehouse in time for stock exchange!
Xiangcai Securities: This signal has to arouse high alert!
Both the Main Board and the Growth Enterprise Market are operating in an orderly and benign manner on their own paths. However, due to their different positioning, the main board is destined to be difficult to surpass the Growth Enterprise Market. This is the result of the combined effects of both fundamentals and the trading system. However, the hot sector needs to be adjusted dynamically.
Rongwei Securities Liu Sishan: Shanghai Stock Index stands at 3,500 points and the liquor sector rises sharply
From a technical point of view, the Shanghai stock index has risen to the annual line after the continuous rebound, and the short-term moving average has been arranged in a long position. It is expected that the stock index will continue to rise. After a continuous rebound, the trend of the stock index has been quickly repaired, especially the ChiNext index is only one step away from reaching a new high. It is expected that the stock index will continue to strengthen. From the performance of individual stocks, the market style switch is more obvious. There is room for upside. In terms of operation, it is better to select mid-term blue chip stocks with high-performance and mid-line holdings.
Yuanda: Salt Lake shares surged to attract gold market style changed!
From the perspective of short-term market trends, whether the Mao Index can continue to rebound tomorrow is a key factor that determines whether the Shanghai Stock Index can continue to break through 3550 points.And more than 45 billion in the two citiesMain forceThe net outflow of funds shows that the current market node, the gap between long and short funds on the market is still increasing. Therefore, under the continuous divergence of the 60-minute structure of the Shanghai Stock Exchange Index, the market will face the risk of rising and falling at any time. In addition, if the GEM cannot stand on the 5-day line tomorrow, it will not rule out a downward trend near 3300 in the short term.
Qian Kun Investment: High-low switching market further extends
Judging from today’s market trend, the weight of the low position and the consumption white horse stocks continue to go well, and the switch between high and low is further extended.Looking at the overall market, althoughthemeThe trend of high-end stocks is weak, but there is no obvious trend of killing and falling. It is expected that the market will develop in a balanced manner in the future, and the low-level big financial, consumer white horse and other stocks will fluctuate and rise. At the same time, the main line of technological growth will continue to perform, focusing on high-prosperity industries and products with good performance growth, and continue to be optimistic about the software, military, intelligent manufacturing, and semiconductor sectors.
Bairuiying: The market continues to differentiate its weight and push the Shanghai Index back to 3,500 points
Technically, today, under the impetus of weight, the market regained its position at 3,500 points, entering the middle part of the concentrated area in July, facing short-term pressure from the gap of 3538-3541. Next, we will pay attention to the filling of the gap above. Strategically, the rebound of the stock index in the past two days has been assisted by the weighted blue chips. The market volume itself has not been significantly enlarged, indicating that the current attitude of over-the-counter funds is relatively neutral, and the willingness to enter the market and the enthusiasm for doing more have not yet been fully opened. .
(Article Source:Oriental wealthResearch center)
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