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The world's financial affairs, all in the stock stock (micro signal: istocknews) internal reference!
[Stock Market Highlights]
The State Council executive meeting was held to focus on the restructuring and integration of central enterprises in the field of equipment manufacturing and continue to resolve excess capacity.
Li Keqiang presided over the State Council executive meeting on the 27th. The meeting pointed out that the next step is to persist in deepening reform, respecting the laws of the market, and deepening the optimization structure, restructuring and integration of central enterprises. First, steadily promote the reorganization and integration of central enterprises in equipment manufacturing, coal, power, communications, and chemical industries. Second, the use of "Internet +", the construction of "double innovation" platform, etc., to create a large-scale SMEs collaborative innovation, financing development pattern, the development of platform economy. Promote the concentration of resources between the central enterprises and the main enterprises through asset restructuring, equity cooperation, asset replacement, strategic alliances, and joint development. Third, strictly implement the task of resolving excess capacity, and promote the disposal of “zombie enterprises†and the management of loss-making enterprises. Promote the reform of ownership of state-owned enterprises in key areas, and actively and steadily introduce social capital to participate in the restructuring of central enterprises.
The Shanghai index has a single-day amplitude of 0.28%, a 15-year low.
The Shanghai index's single-day amplitude was only 0.28% yesterday, and the Shanghai Composite Index hit a new low since August 31, 2002. The data showed that on September 27, the Shanghai Composite Index closed at 3345.27 points, a slight increase of 0.05%, and the difference between the highest price and the lowest price was less than 10 points.
China’s economic recovery is moderate, and international institutions are turning to see more
Recently, the international credit rating agency Standard & Poor's downgraded China's sovereign credit rating from AA- to A+. Compared with the sloppy S&P, more international organizations have chosen to give a reasonable evaluation based on the performance of the Chinese economy. In September, the Asian Development Bank and the Organization for Economic Co-operation and Development re-adjusted China's economic growth forecast during the year. Since the beginning of this year, especially after entering the second half of the year, many international institutions have become more optimistic about the Chinese economy. There are already IMF (International Monetary Fund), Asian Development Bank, JP Morgan Chase, Nomura Securities, Standard Chartered Bank, Citibank, etc. More than 10 international institutions raised or repeatedly raised China's economic growth expectations. While anticipating improvements in China's economic outlook, foreign institutions have also begun to sing more Chinese stocks.
Market sentiment cautiously optimistic agency layout October market
Analysts believe that the overall strength of investors' participation in the options market has increased, and confidence in the market is stable.
Brokerage sets reasonable financial products, signs of increasing holdings, holding the stock market value hit a record high
Following the previous flat in the first quarter of 2017, brokerages collected reasonable financial products in the second quarter of 2017. The stock market value reached 113.926 billion yuan, an increase of 13.187 billion yuan from the first quarter of 2017 of 100.739 billion yuan, an increase of 13.09%. The highest, the Shanghai Composite Index fell by 0.93%.
The 5G concept has sprung up and the GEM rebounded sharply
In the environment of continuous concentration of industries, reduction of investment stimulus, and stabilization of the macro economy, there will be a large number of advantageous enterprises with sustained and stable yields in the A-share market, and this is the long-term structural slow-moving market in the A-share market. The fundamental guarantee.
International oil price rebound, energy stock investment opportunities appear
Insiders pointed out that in the case that the weakening of the US dollar may not continue, the two positive factors quickly “filled inâ€. First, the major oil-producing countries suggested that production cuts will continue. Second, Turkey threatened to cut off crude oil transportation in Iraq’s Kurdish region. The geopolitical situation is tense.
Industrial data leaked the latest A-share white horse ranch nearly 1.3 billion big single to grab three industries
Analysts said that the substantial increase in total profit of the industry is reflected in the corresponding listed companies, which is the warming of performance and the investment value of the relevant company stocks.
Shandong's "mixed change" first floor, Lu listed listed state-owned enterprises hope to break the bureau
The first batch of state-owned enterprises in Shandong Province “mixed and changed†fell to the Shandong Provincial Transportation Group. According to the results of the mixed-property property rights transaction reviewed and approved by the shareholders' meeting, after the completion of the mixed reform, the shareholding structure of Shandong Transportation will be changed to 37% of the shares held by the state-owned assets, 33% of the shares acquired by the war-invested shares and 30% of the employees. . Some insiders said that despite the "expected poor" for Shandong mixed reform, the "mixed reform" of Shandong's delivery will be expected to become a model for the reform of state-owned enterprises in the province, and further spur the reform expectations of the listed state-owned enterprises. .
Shenzhen Stock Exchange: Adhere to comprehensive and strict supervision in accordance with the law and timely punish new violations
In the first 8 months, the Shenzhen Stock Exchange made 63 disciplinary decisions, which were divided into 34 companies and 251 responsible personnel, which was significantly higher than the same period of last year. It shows that the Shenzhen Stock Exchange's disciplinary action against violations is still further enhanced. The person in charge of the Shenzhen Stock Exchange said that the Shenzhen Stock Exchange will conscientiously implement the comprehensive and strict supervision concept according to law, seriously deal with various types of violations in the market, promptly punish new violations, continuously improve the pertinence and effectiveness of supervision, and continuously purify the market ecology. In the next step, the Shenzhen Stock Exchange will continue to fulfill the important instructions of the Chairman of the China Securities Regulatory Commission, Liu Shiyu, at the 2017 General Assembly that “the exchange must actively exercise all-round supervision functions according to lawâ€, adhering to the principle of comprehensive and strict supervision, and continuously strengthen the violation of regulations. The first-line supervision of the main body focuses on ensuring stable operation of the market and safeguarding the legitimate rights and interests of investors.
[Explore investment opportunities]
ã€policy】
1. The ministry’s actions frequently rushed to the food security
Recently, relevant ministries and commissions of the state have set up a “big and fast†centralized action to investigate the hidden dangers of food security, and Henan and other places have responded positively. It is reported that in early September, the National Development and Reform Commission, the State Food Bureau, and the Ministry of Finance jointly held a joint meeting on the centralized action of food security hazards, rapid investigation, and strict enforcement. According to the requirements of the meeting, starting from mid-September, the relevant local departments will form a joint spot check group for spot checks. The relevant state departments will send joint inspection teams to some key provinces for supervision and inspection. In mid-October, the relevant state departments will also conduct cross-provincial cross-law enforcement inspections for some key provinces and key enterprises.
Inspur software has been deeply involved in the informationization field of the grain industry for more than ten years. Based on the strong strength in the field of cloud computing and big data, it has launched the “intelligent grain storage system†for the information innovation of the food industry in the era of “Internet +â€; Longping Hi-Tech 000998, The strength of the new varieties of the stock market led to a substantial increase in the company's performance, and the outreach mergers and acquisitions were gradually implemented.
2. Land rights are expected to accelerate or become the strongest policy catalyst at the end of the year.
In 2017, the national land rights will be basically completed. In 2018, the land reform will be completed, the three reforms of rural land and the land law amendments will be completed. The market expects the land transfer reform to accelerate and deepen, and realize the large-scale operation of agriculture through land transfer. In the beginning of September, the supply-side reform and the grain industrialization policy were released, which opened the curtain for the fourth quarter agricultural policy. In terms of investment, market participants analyzed that in the fourth quarter, agricultural investment will be deployed around the main line of land policy, preferring listed companies with abundant land resources.
Susie Agricultural Development has a self-operated operation of about 1.19 million mu of large-scale planting bases, with a land reserve of nearly 1.4 million mu; and a land of 600,598, and a total land area of ​​12.96 million mu.
ã€industry】
1. The Nobel Prize announcement date is near the "wind vane" pointing to carbon nanotubes
It is understood that the "Citation Award", the chemical authority magazine "Chemical World", and the famous predictions have predicted this year's Nobel Prize in Chemistry. The major achievements related to carbon nanotubes and their discoverers are expected to be obtained. The 109th Nobel Prize in Chemistry.
Among the listed companies, Tibet City invested 600773, Shaanxi Guoneng New Materials Co., Ltd. invested in “new carbon nanotubes and other related materials†research; Chujiang Xincai 002171, Dingli Technology Co., Ltd. reserves sufficient technology in the field of carbon nanotubes, Product and equipment advantages.
2. Does the US FDA “green light†for mobile medical care? The smart watch market has broad prospects.
According to media reports, the US Food and Drug Administration (FDA) said on Tuesday that they have selected nine technology companies including Apple, Fitbit and Samsung Electronics to participate in an experimental test project. For companies involved in the project, the FDA will relax supervision when they develop relevant health software and products. Apple and Fitbit, as the world's top three wearable device manufacturers, regard the medical and health field as the "main battlefield."
Among the A shares, Beijing Junzheng 300223, the smart watch chip developed by the stock bar has the advantages of low power consumption; Huanxu Electronics 601231, the leading SIP packaging technology of the stock market, is the exclusive supplier of Apple Watch S1 chip SiP.
3. Sodium-ion battery research has a breakthrough in industrialization prospects
Recently, Li Ju, a professor at the Institute of Frontier Science and Technology of Xi'an Jiaotong University, and Hu Yongsheng, a researcher at the Institute of Physics of the Chinese Academy of Sciences, found that the traditional half-cell method in the study of hard carbon anodes seriously underestimated the performance of hard carbon anodes. An improved solution for evaluating hard carbon performance. Related research results were recently published in "Nano Energy".
Among the listed companies, Nanfeng Chemical 000737, the stock has more than 80 million tons of sodium sulfate reserves; Shengyang shares 002580, the joint development of high-environment, high-circulation sodium-ion batteries jointly with the academician workstations and other units have passed the experimental stage.
4. Unicom accelerates the pace of 5G commercialization? Industry chain companies share a trillion feast
According to media reports, on September 27th, the 2017 China International Information and Communication Exhibition opened at the National Convention Center. Jiang Zhengxin, deputy general manager of China Unicom Group Corporation, revealed that China Unicom has started the construction of Gigabit wireless network and high-speed rail theater this year. It has been commercialized in more than 20 cities including Beijing, Shanghai, Guangzhou, Chengdu and Haikou. In order to speed up the pace of 5G commercialization, experiments will be carried out in key cities across the country next year, and in trial and deployment in the country in 2019.
Jesse Technology is actively carrying out pre-research work on 5G network planning and design and application research and development of related products; Jinxinnuo 300252, is actively participating in the research and development of 5G related next-generation communication products.
5, Ali to create a "smart room"? Smart speakers into an interactive entrance
Recently, Alibaba Artificial Intelligence Lab and Flying Pig announced in Sanya, Hainan, officially launched the full-scale scale of “Future Hotel 2.0â€. The Tmall Elf will cooperate with Flying Pig to enter 100,000 hotel rooms and provide hotels with Order to go to the entire process of intelligent solutions. Future travelers can use the Tmall Elf voice to control curtains, lamps, TVs, etc. after they stay at the hotel, and can also call the room service directly. At present, Hangzhou Xixuan Hotel and Westin Sanya have become the first smart hotels, and will cover 100,000 hotel rooms during the year. Next, the Tmall Elf will open the take-away, taxi, buy tickets and other links, and can also serve as the hotel front desk.
Among the A shares, Fenda Technology 002681, the stock is an important supplier of Tmall Elf and Jingdong. Quanzhi Technology 300458, the stock is the main control chip provider of Jingdong å®å’š speaker.
6, Ali announced a new operating system strategy to drive all things intelligent
On September 27th, Alibaba Group announced the upgrade of operating system strategy, the release of the new AliOS brand and slogan: driving all things intelligence. The new Alibaba operating system business unit will continue to increase investment in the IoT field, developing IoT operating systems for automotive, IoT terminals, IoT chips and industrial fields, and integrating the original YunOS mobile business.
Among the listed companies, Digital Source Technology 000909, stocks: Ali in the Yunqi town to build 5G experimental demonstration zone and vehicle networking command center, Digital Source Technology is responsible for the car networking related projects; Qiming Information 002232, shares with Huawei, Alibaba, etc. There is cooperation in the construction of the vehicle-based infrastructure platform and the public cloud; Jingu shares 002488, and it has signed a strategic cooperation agreement with Alibaba Cloud to jointly build a broad life platform for car owners. Junsheng Electronics 600699, the stock is advanced and comprehensive in the field of automotive electronics.
7, BMW will soon launch wireless charging technology will solve the electric car travel ç¾ç»Š
According to reports, BMW is about to launch wireless charging in the car. The charging accessory is connected to a 220 volt outlet, and the sensor on the car tells you where the charging pad is, and drives the car up so that the vehicle can communicate with the charger. This wireless charging based on the principle of electromagnetic induction makes the use of electric vehicles more convenient. BMW plans to introduce a wireless charging system early next year.
Among the listed companies, Wanan Technology 002590, shares in the United States Evatran company to obtain the core technology of wireless charging; Terrede 300001, has launched a wireless charging technology for Tesla and other models.
8, Intel replaced Yingwei to reach a new partner of Tesla Multimedia System
According to US media reports, Tesla replaced Nvidia, which was originally a supplier of in-vehicle multimedia systems for its electric vehicles, with Intel. Tesla's Model 3 and other models will be installed with new Intel processing systems.
Among the A-share listed companies, Derun Electronics 002055, shares and Intel have good cooperation in CPU and TypeC products; NavInfo 002405, shares in the German digital map company HERE, and Intel also acquired a 15% stake in HERE.
ã€Market analysis】
Yesterday, the Shanghai and Shenzhen stock markets fell back, and the weak and strong pattern of Shanghai reappeared. The trading in the two cities is still weak, and there is no obvious entry signal for the incremental funds. The stock game pattern is more obvious. In the short term, the consolidation pattern of the two cities is still difficult to change.
The Shanghai index's single-day amplitude was only 0.28%, setting a new low since August 31, 2002. According to market analysis, low amplitude is a manifestation of A-stock maturity. A private equity source said that as the degree of internationalization continues to deepen, the proportion of foreign shareholdings increases, and the investment style of A-shares is gradually in line with international standards. The turnover rate is reduced, the market volatility is reduced, and stocks with reasonable valuations are more favored by market funds. From the historical data, whenever the Shanghai Composite Index chooses the direction, there will be a long-term fluctuation.
Although the current market sentiment is not completely resolved, inter-agency optimism has begun to emerge in the market. Huaxin Securities said that although the current index is still oscillating, it still needs to make a pre-holiday shareholding or a judgment on the currency, and draw on the historical market, based on the statistics of the A-share market from the week before and after the National Day from 2010 to 2016. The pre-holiday market is generally sluggish, while the post-holiday market is biased towards optimism.
According to CICC, in the medium term, the overall market valuation of A shares is not high. Most of the stocks have adjusted more in the past two years. The potential earnings growth trend is still stable, and there is no need to be excessively pessimistic about the market prospects. In terms of operation, we can adhere to profitable growth, select large consumption and advantageous manufacturing, continue to focus on large consumption segments that are in line with manufacturing upgrades and consumption upgrade trends, and select high-quality growth stocks that have been deeply adjusted.
[Listed company]
LeTV.com changed its name to New LeTV to focus resources on large-screen ecological advantages.
LeTV 300104, the stock bar announced in the evening, intends to change its name to New LeTV Information Technology (Beijing) Co., Ltd., before the Chinese name was changed to LeTV Information Technology (Beijing) Co., Ltd. After the stock abbreviation was changed to New LeTV, the company's securities code remained unchanged and remained “300104â€. The reason for the change of company name and stock abbreviation is: After a series of strategic adjustments in the first half of 2017, the company inherits the ecological concept of “user platform experience, “platform + terminal + content + applicationâ€, and concentrates resources on the large-screen ecological advantage field. Combining the content-based self-made and content-oriented content strategy, and supplemented by Internet financial services, we will create a large-screen Internet home entertainment life centered on smart TV. Through this strategic adjustment, the company's goal is to become a leader in the tide of cultural consumption upgrades based on the home Internet.
Salt Lake shares have been locked in a number of institutions and now achieve a major reversal
At the end of 2015, through the additional issuance to enter the Salt Lake stock 000792, the shareholders of the stock bar, now finally laughed open, the Great Wall assets of the original 1 billion yuan subscription shares, now the market value of more than 1.6 billion. These institutions initially set a higher price than the current market price, and they have the benefits of further increase and debt-to-equity swaps. But in fact, the institutions that participated in the fixed increase until the beginning of September this year are basically floating losses, letting the share price of Salt Lake shares leap, relying on the popularization policy of new energy vehicles and the favorable lithium reserves.
China Ships, China Ships Defense 600685, the stock bar was suspended and it was not related to the "North-South ship merger"
It is reported that the suspension of the Chinese ship 600150, the stock bar, the CSSC defense may be the integration of the internal assets of the South Ship, involving the merger of the assets of the two listed companies. As far as the current situation is concerned, there are brokers who analyze that the company may suspend trading for debt-for-equity swaps. Compared with China Heavy Industries 601989, it is highly probable.
Bao Tailong: The chairman of the board of directors has no specific basis for the judgment of “the first production of graphene and the absolute first in technologyâ€.
Bao Tailong 601011, the stock exchange reply to the Shanghai Stock Exchange's inquiry letter said, "the company's graphene production and production capacity ranks first in the country" is the personal judgment of the company's chairman Jiao Yun based on personal practice information, there is no specific authority basis and data source . "The company is absolutely the first in the technical reserve and production of graphene in China" is the personal judgment made by Mr. Jiao Yun, the chairman of the company based on the summary of personal information, without specific authority. The company's first generation of lithium-ion battery graphene conductive paste technology has been completed in late August 2017. It is currently in the stage of product trial and industrialization. When it is possible to complete product trials and achieve industrial production, it is uncertain.
[International Highlights]
US stocks closed up, the S&P 500 index hit a record high
The S&P 500 index closed up 10.20 points, or 0.41%, to 2507.04 points; the Nasdaq index rose 73.10 points, or 1.15%, to 6453.26 points; the Dow Jones index rose 56.40 points, or 0.25%, to 22340.71 points. US President Trump pedds the US tax reform in his Indiana speech: thanking members of Congress for joining the action, including Democrat Joe Donnelly; will cut taxes for the middle class and simplify the tax system; reiterate that there are enough votes to finalize the health care reform bill; The hurricane will drive down the US economic growth in the third quarter.
Federal Reserve Bullard: Reiterating the Fed’s recent rate hike will be a good move
US St. Louis Fed President Bullard (with voting rights in 2019) said that it would be appropriate to reiterate the Fed’s recent rate hike. US inflation has unexpectedly fallen in 2017. The US economy will be free from the drag caused by the hurricane, and there will be a certain degree of rebound in the fourth quarter. The US economic growth rate may remain at 2%.
Reuters: Republican tax reform plan reduces corporate tax to 20%
According to reports from Reuters, the Republican Party’s tax reform plan has doubled the standard deductible for married taxpayers to $24,000, and singles to $12,000. The tax reform framework is intended to simplify the seven tax levels of individual taxation to three grades, 12%, 25% and 35% respectively. The Republican tax reform is expected to impose an additional high tax rate on high-income taxpayers. The tax reform plan will eliminate most statutory deductions while maintaining incentives for mortgage rates and charitable donations. Corporate taxes will fall to 20% and corporate alternative minimum taxes will be eliminated. Small businesses, sole proprietorships, and partnerships have a maximum tax rate of 25%; measures will be taken to avoid the conversion of personal income into corporate income to circumvent high tax rates.
[Key stock reminder]
[New share subscription]
Jinyi Film and Television: Purchase code 002905, the purchase limit is 16,500 shares, and the purchase price is 20.98 yuan.
Jucan Optoelectronics: purchase code 300708, the purchase limit of 25,500 shares, the purchase price of 2.82 yuan.
Luokai shares: purchase code 732829, the purchase limit of 16,000 shares, the purchase price of 7.23 yuan.
Signed payment: Yuhuan CNC (002903), Oriental Materials (603110)
[Resumption]
NORD shares: plan to increase the capital of the company by not more than 2 billion yuan to increase the capacity of lithium copper foil
Hongxin Electronics: Termination of major asset restructuring
Langzi shares 002612, stocks: termination of non-public offerings
Alloy investment 000633, stocks: termination of planning and restructuring matters
Gongda High-tech 600701, stocks: termination of the issue of shares to buy assets
Baiyun Electric: 975 million acquisition of more than 80% equity of Guilin Capacitor
[addition and reduction]
Bangxun Technology 300312, stocks: controlling shareholders increased shareholding reached 1%
Renfu Medicine 600079, stocks: controlling shareholders increased by more than 100 million
Sailong Jinyu 601058, stocks: director spouse increased holdings of 9.78 million shares
AIA ceiling 002718, stocks: dealers shareholding plan implementation completed
Shengtong shares 002599, stocks: employee stock ownership plan to complete stock purchases to buy a total of 6.2 million shares
Shenjian shares 002361, stocks: real controllers intend to reduce holdings not more than 43 million shares
Danbang Technology 002618, stocks: controlling shareholders reduced 10.895 million shares
Pilot Intelligence: Shareholder Shanghai Yijia intends to reduce its holdings by no more than 7 million shares
Molding Technology 000700, stocks: the sale of some Jiangsu Bank shares received a profit of 48 million
Hangmin shares 600,987 shares shareholder Wanxiang Group reduced 8.1 million shares
Wuyuan Medicine 300254, stocks: the director intends to reduce the company's shares
High-energy environment 603588, stocks: shareholder Liu Zejun completed the reduction plan
Han Jianheshan 603616, stocks: the president intends to reduce the holding of no more than 1 million shares
Wanma shares 002276, stocks: the controlling shareholder reduced 7.4 million shares to continue to reduce
Hikvision 002415, shares: Director Gong Hongjia reduced 107 million shares to a total of 3.1 billion yuan
Chuangli Group 603012, shares: Shareholders intend to reduce their holdings by no more than 2.58 million shares
Tianguang Zhongmao: Shareholder Chen Wentuan intends to hold 73.92 million unrestricted shares in the clearance during the year.
Huazhong CNC 300161, stock bar: a director intends to clear the company's unrestricted shares held by the company
[Unblocking shares]
Zongge Holding, Meijin Energy000723, stock bar, Founder Motor 002196, stock bar, Zhongheng Electric 002364, stock bar, Guanxi Bio 300238, stock bar, Canaan Technology 300412, stock bar, joint equipment, Xiongdi Technology
(Editor: Tao Hailing HF003)
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