A selection of financial news
Shanghai Stock Exchange: as of May 31st Science and Technology Innovation Board listed companies have reached 282, IPO financing amounted to 360.5 billion yuan
Shanghai Stock Exchange eleventh general meeting was held from June 22nd, a five-day period. The SSE said that by the end of 2020, the total market capitalization, fundraising and turnover of Shanghai stocks ranked 3rd, 2nd and 4th in the world respectively. In particular, after nearly two years of construction, the Science and Technology Innovation Board (STB) has effectively assumed the national mission of serving scientific and technological innovation, and has become the first choice for listing "hard science and technology" enterprises. As of May 31, 2021, there were 282 companies listed on the KTB, with an IPO financing amount of 360.5 billion yuan and a total market value of 4.1 trillion yuan.
State regular meeting: to improve the development of cross-border e-commerce support policies, expand the scope of cross-border e-commerce pilot integrated test area
Premier Li Keqiang presided over the State Council on June 22, the State Council regular meeting. The meeting pointed out that the next step is to improve the cross-border e-commerce development support policies. Expand the pilot scope of the comprehensive cross-border e-commerce test area. Optimize the list of cross-border e-commerce retail imports. Facilitate the management of cross-border e-commerce import and export returns. Formulate guidelines for the protection of intellectual property rights in cross-border e-commerce to prevent counterfeit and shoddy goods. To actively promote the development of overseas warehouses. Encourage traditional foreign trade enterprises, cross-border e-commerce and logistics enterprises to participate in the construction of overseas warehouses, improve the level of digitalization and intelligence of overseas warehouses, promote small and medium-sized micro-enterprises to go to sea on the ship, and drive the domestic brands and dual-creation products to expand the space of the international market.
National Energy Board officially launched the whole county roof distributed PV development pilot work, July 15 report
China's building roof resources are abundant, widely distributed, the development and construction of roof distributed PV has great potential. To carry out the whole county (city, district) to promote the roof distributed photovoltaic construction, is conducive to the integration of resources to achieve intensive development, is conducive to reducing the peak load of electricity, is conducive to saving and optimizing the distribution network investment, is conducive to guiding the residents of the green energy consumption, is to achieve the "carbon peak, carbon neutral" and the revitalization of rural areas, two major national strategies important measures. In order to accelerate the development of roof distributed photovoltaic, to be organized in the country to carry out the whole county (city, district) to promote the development of roof distributed photovoltaic pilot work. Provinces (autonomous regions, municipalities directly under the Central Government) energy authorities to attach great importance to the development of ideas, grasp the organization of the pilot program preparation, and July 15 before the report to the Bureau (New Energy Division).
Ministry of Finance: January-May total profits of state-owned enterprises rose 1.7 times year-on-year
Ministry of Finance data show that from January to May, the total operating income of state-owned enterprises 282,164.4 billion yuan, an increase of 30.5%, an average of two years of growth of 8.9%; total profits of 179,993,900,000 yuan, an increase of 1.7 times, two-year average growth of 13.5%.
U.S. warships have sailed through Taiwan Strait several times in 5 months, foreign ministry responds
A reporter asked about the U.S. guided-missile destroyer's passage through the Taiwan Strait, which is the sixth time Biden has sent warships through the strait since he took office more than five months ago. Zhao Lijian said the spokesman for China's Eastern Theater of Operations has already responded in this regard, and that the Chinese side has paid close attention to and kept abreast of the U.S. warships' transit through the Taiwan Strait throughout the process. U.S. ships have recently repeatedly flaunted force in the Taiwan Strait, causing trouble and provocation. This is not a commitment to any freedom and openness, but to engage in military freedom of movement, is a deliberate interference and destruction of regional peace and stability, the international community can see this clearly. Zhao Lijiang stressed that China's determination to defend its national sovereignty and territorial integrity is unwavering, and we urge the U.S. side to play a constructive role for regional peace and stability, not the other way around.
(Investment adviser Gu Zhixiong Registered Investment Adviser Certificate No.: S02606611020066)
Two, the market hot spot focus
Market Review: Structural opportunities will continue to be staged in turn, the operation should be reasonable to grasp the tempo of the plate rotation to participate in
Market review: structural opportunities will still be staged, the operation should be reasonable to grasp the tempo of plate rotation to participate in
Wednesday, the A-share indexes continued to oscillate slightly rebound, as of the close, the Shanghai index rose 0.25%, closing at 3566.22 points; SSE index rose 1%, closing at 14843.83 points; GEM index rose 1.13%, closing at 3318.95 points. The two cities turnover again exceeded one trillion yuan, the Shanghai index daily K line closed five consecutive sun. The day northward funds net buying 8.198 billion yuan. Plate observation: semiconductor, chemical, coal and other sectors rose, brewing, insurance, real estate and other sectors fell. Industry sectors were mixed, overall, the current market to the nature of the positive trend has not changed, but the global liquidity and inflationary disturbances, or the market will cause emotional impact. At the current stage to see the domestic monetary policy remains stable, there will be no major changes in the short term, and the economy is still in the general trend of recovery, the overall characteristics of the second half of the bull market is still in place, structural opportunities will still be staged in turn, the operation is not overly aggressive, to reasonably grasp the rhythm of plate rotation to participate in the proposed focus: semiconductors, new energy, health care services, the military, new materials, artificial intelligence and so on. The stock market is risky, investment needs to be cautious.
(Investment adviser Gu Zhixiong Registered Investment Adviser Certificate No.: S02606611020066)
Macro viewpoint: 3D display goods, intelligent summary of merchants, the "cloud hand in hand" to help Taiwan enterprises to expand the domestic sales
Event: 3D display goods, intelligent summary of merchants, "cloud hand in hand" to help Taiwan enterprises to expand the domestic sales
Event: 3D display commodities intelligent matching business "cloud hand in hand" to help Taiwan enterprises to expand domestic sales by the Ministry of Commerce, Taiwan, Hong Kong and Macao Department of the Taiwan Affairs Office of the Economic Affairs Bureau of the Ministry of Commerce under the guidance of the SITC National Taiwan Enterprises Association of Sichuan Provincial Department of Commerce in Sichuan Province, Taiwan Office of the Taiwan enterprises jointly organized Taiwan enterprises to expand domestic sales - cross-strait one up on the line to promote docking in the Sichuan special activities held in Chengdu a few days ago. This Sichuan special event is the fourth online promotion and docking activity for Taiwan enterprises to expand domestic sales after the special event in Fujian, Shandong and Guangzhou.
Source: People's Daily Overseas Edition
Review: The smart exhibition platform built a number of online negotiation rooms to provide various types of participating Taiwan-funded enterprises with multi-format display support including 3D exhibition halls, and provided buyers with demand release and matchmaking services. Help everyone multi-dimensional publicity products, low-cost display of corporate image. From the news to see 3D show powerful, market application space is larger, can be moderately positive attention to related industrial investment opportunities.
(Investment adviser Gu Zhixiong Registered Investment Adviser Certificate No.: S02606611020066)
Semiconductor industry: the long-term view of the digital superimposed on the chip security, short-term view of the chip shortage to accelerate the localization of
Events: accompanied by the gradual substitution of the localization of the semiconductor industry to the upstream The spread, superimposed on the high-level policy favorable news catalyst, the A-share semiconductor index continued to sharply upward 6.86%. With the arrival of the mid-term report season, considering the "lack of core" superimposed on the "domestic substitution" brought about by the fundamentals of good, A-share semiconductor index may maintain the upward trend, it is recommended to focus on the configuration.
Source: BOC Securities research report
Comments: semiconductor equipment: lack of core into the norm, the bottleneck in the expansion of equipment. Global capacity expansion is mainly concentrated in mainland China's mature process, and China's Taiwan region and South Korea's advanced process, advanced process technology advances and capital density enhancement led to ASML, Applied Materials and Pan-Lin and other equipment leading order delivery period significantly lengthened to more than three quarters, compared to domestic equipment once again ushered in a golden period of development to meet the domestic demand for the expansion of mature process. Long-term view of the global economy digitization, superimposed on the chip industry transfer, the Chinese mainland wafer manufacturing position of the rise of domestic semiconductor equipment to support the long-term sustainable growth space.
(Investment adviser Gu Zhixiong Registered Investment Adviser Certificate No.: S02606611020066)
Three, the new stock subscription tips
Shenling environment subscription code 301018, the subscription price of 8.29 yuan
Sealing Technology subscription code 301020, subscription price of 10.64 yuan
Innovation Laser subscription code 301021, subscription price of 9.46 yuan
DeTalent shares subscription code 707287, subscription price 31.56 yuan
Witeng Electric application code 787226, the application price of 6.42 yuan
Four, the key stock recommendations
See the full version of the "morning market point of view" (customized by the monthly path: discovery - information)