1. China Telecom responded to even ate stop: rational view, if the breakout will use the "green shoe mechanism" two days stop, China Telecom market value evaporated more than 90 billion yuan .
2. Qian Feng was reported "sexual assault"! The company's website has been updated with the latest information on the company's website, including its website! The stockholders panicked: hundreds of billions of giants 20cm down stop see? Netizen Xiaoyi said two years ago by Hunan TV host Qian Feng rape. Xiaoyi said: the night was Qian Feng persuaded to drink a lot of fruit wine unconscious, suspected of being drugged until the next morning found to be raped.
As Hunan Radio and Television's unified new media industry and capital operation platform Mango Super Media , after this matter came to light, the stockholders are panicked, and called out that the risk of media stocks is so big. (China Fund News)
Shanghai Public Security Bureau Changning Branch informed last night that, after investigation, February 15, 2019 22:00, Changning police received Xiao Mou (that is, posting netizens) reported the case, the police that according to law. Established by the criminal investigation, legal and other departments of the task force, and consult the prosecutor's office to intervene in the investigation in advance. The task force comprehensive evidence situation that the existing evidence can not prove the existence of rape crime facts. 2019 March 15, Changning police according to law to make a decision not to file a case. (澎湃)
3.multi network "bounty" ten million to send the former CEO into prison multi network chairman Xu Bo personally wrote an article that the company's former CEO, Tang Yilu, and other people harboring condoned hanging, suspected of embezzlement of hundreds of millions of dollars in advertising fees per year .
Subsequently, DuoYi Networks issued a "bounty order" stating that if a whistleblower can provide key evidence to make Tang Yilu personally sentenced to five years and above, rewarding the whistleblower with 10 million RMB. At the same time, there are rumors that 11 female employees of Duoyi Networks have been suddenly fired. (Surf)
4. Universal Beijing Resort officially launches a trial run on September 1, which will be open to invited guests only Invited guests include some of the resort's partners, as well as some of the fans selected in the official marketing campaign. Trial tickets will not be sold to the general public and are non-transferable. Universal Beijing Resort is the fifth Universal Studios theme park in the world and the third in Asia. (Surge)
5. Pinduoduo reversed its loss last quarter: marketing expenses fell by 2.6 billion ringgit, and will set up a 10 billion yuan agricultural research special Revenue reached 23 billion yuan, up 89% year-on-year; net profit was 4.125 billion yuan, compared with a loss of 77.2 million yuan in the same period a year earlier.
The first time Poundland made a profit was in the third quarter of 2020, when net profit was $466.4 million, and then returned to a loss in the fourth quarter. Thus the second time it made a single-quarter profit, with a higher profit figure, stands out.
The Agricultural Research Special Program (ARS) is designed to address the major needs of agriculture and the countryside, and is not aimed at commercial value or profitability, and is dedicated to promoting progress in agricultural science and technology. (Surge)
6. Tencent repurchased for the fourth consecutive trading day repurchased 22,600 shares of stock on Tuesday, after having spent a total of 279.7 million Hong Kong dollars on repurchases. (Caixin News Agency)
1. The U.S. House of Representatives passed a $3.5 trillion budget proposal and advancing a $1 trillion infrastructure bill, the three major U.S. stock indices collectively closed higher, the Nasdaq for the first time stood at the 15,000-point mark , the Nasdaq and the S&P 500 index for the second consecutive day to renew the record highs, the Nasdaq rose 0.52%, the S&P 500 index rose 0.15%, the Dow rose 0.09%.
The Nasdaq Golden Dragon China Index jumped 8% , climbing for the third consecutive day. Chinese e-commerce companies Pinduoduo rose more than 22%, Jingdong rose more than 14% , NetEase and Baidu rose more than 8%; New Oriental rose more than 27%, Gautao Education rose more than 18%, and Good Future rose more than 16%. (Caixin)
2. Overnight global markets WTI October crude oil futures closed up 2.89% at $67.54 per barrel. London gold fell 0.14%, London silver rose 0.94% and copper rose 0.91%. The Baltic Dry Index rose to a more than 11-year high , up 54 points to 4201.
The offshore yuan strengthened 70 basis points to 6.4694. The FTSE China A50 Index rose 1.87% .
Daxing, Zhengshang night close most varieties rose, iron ore rose 4.83% , rebar rose 1.6%, coking coal rose 1.22%, coke rose 1.25%; glass fell 2.28%. (City sector)
3. Japan 2021 first half of the birth population of 405,000 record low since 2000 year-on-year reduction of 25.68 million. The number of births in Japan for the whole year is likely to fall below 800,000 this year. (Caixin News Agency)
1. The 14th Five-Year Plan for the Construction of Shanghai's International Financial Center: Creating Two Centers, Two Hubs, and Two Highlands The full text of the "14th Five-Year Plan for the Construction of Shanghai's International Financial Center" has been released. Six specific objectives were proposed, including: "two centers" that is, global asset management center, financial technology center; "two hubs" that is, international green financial hub, RMB cross-border use of the hub; "two highlands" that is, international financial talent highlands. " i.e. international financial talent highland, financial business environment highland. (Surge)
2. Credit weak problem is imminent, the central bank this symposium to let another downgrade heating August 23, Yi Gang presided over a symposium on the analysis of the situation of money and credit of financial institutions, study the current situation of money and credit, the deployment of the next step in the work of money and credit.
The industry believes that the symposium was held three months in advance, reflecting the concern of the senior management of the continued weak demand for credit and the possibility of another cut in the year is rising. (Yicai)
1. Have a second child to relax a suite of restrictions? Changsha URA: still maintain the continuity of real estate policy from Changsha URA learned that the NPC deputies on behalf of the public opinion voice, the Bureau attaches great importance to, but is still maintaining the continuity and stability of the real estate market-related policies. (Surf)
2. Greenland denied layoffs of 40% in the middle of the year close to Greenland Holdings informed sources revealed that Greenland responded to the current industry environment to take positive means, indeed have made optimization of personnel actions, but will not be such a large proportion. (21st Century Business Herald)
1. Today's "Specialized, Specialized, Specialized, Specialized, Specialized, Specialized, Specialized, Specialized, Specialized, Specialized, Specialized, Specialized, Specialized, Specialized, and Specialized. The new one is the strong innovation ability. CICC statistics, in the Specialized Special New list of A-share listed companies *** 302 , August 23rd market value of nearly 2.96 trillion yuan, most of these listed companies from the manufacturing industry, the distribution of the largest number of industries are machinery (94), basic chemicals (48) and pharmaceutical and biological (35).
From a profitability perspective, the ROE level of the Specialized, Specialized, and New portfolio has been steadily increasing since 2015, and is currently at a level of about 10%; meanwhile, the gross margin level of the combination portfolio has been steadily increasing and exceeding that of GEM companies . , reflecting the gradual improvement of the overall quality and technological core competitiveness of "specialized, special and new" listed companies. (CICC)
From the 302 specialized special new stocks and then selected, we bring you the open source securities screening stock pool. These market capitalization in the size of 5-20 billion or so small dragons in niche industries, in fact, more likely to produce 10 times, or even a hundred times the bull stock. 10 billion up 100 times to 1 trillion, more attractive than the current Ningde era of 1.2 trillion up to 3 trillion. There should be a corresponding ETF launched in the future, that investment will be more convenient.
2. Haitong Securities: continuous rebound Shanghai index stabilized 3500, the core line is still technology securities Maintaining the market shock pattern judgment, is still a structural market. High-growth plate short-term "high valuation" to get some correction, is still the focus of active configuration.
3. CICC: white wine cycle review - the adjustment has been to the bottom of the layout range CICC believes that this adjustment is similar to 2018, and has been to the bottom of the layout range. All are caused by the market pessimistic expectations, and the fundamentals have not changed much, It is expected that the high-end capacity will exceed 300 billion yuan in 2025, and thatched five lu will continue to enjoy the dividends of consumption upgrading.
The industry continues to focus on differentiation, high-end and sub-high-end price segments of white wine is still rapidly expanding, high boom continues. The second high-end liquor market capacity of about 80 billion yuan, is expected to reach 100 billion yuan in the next 1-3 years, soy sauce liquor heat is not reduced, expected soy sauce wine will accelerate the expansion of the second high-end market. (CICC)
4. Public placement: military industry plate will meet the "Davis double hit" analysts believe that the military industry is heavy assets, heavy technology, heavy equipment type of enterprise, will not appear large-scale price behavior . . (CSI)
5. Northbound funds Tuesday net buy 5.315 billion yuan , two consecutive days of net buying. LONGINES, CITIC Securities, Huayou Cobalt were net buyers of 1.34 billion yuan, 800 million yuan, 536 million yuan. Wuliangye net sellers topped , amounting to 702 million yuan. (Wind)
6. IPO Center IPO: Senghor shares.
1. Samsung Electronics is investing $205.6 billion over three years to expand its presence in semiconductors and other areas The company hopes to use this investment to consolidate its leading position in the chip sector, while seeking more growth opportunities in new areas such as next-generation telecommunications and robotics.
Lack of material is one of the main factors leading to the current round of "lack of core wave". According to Korean media reports, this year's Q2, semiconductor materials manufacturers quarterly M&A transactions have hit a record high since 2018, which also means that the industry's expansive growth is still continuing. Industry expansion is accelerating, and capital expenditures are moving into an uptrend. (Kechuan Board Daily)
2. Another new wind mouth was born, the Ministry of Industry and Information Technology to set the new material innovation and development, the State-owned Assets Supervision and Administration Commission meeting with the industrial mother machine side by side The Ministry of Industry and Information Technology convened a symposium on the 20th, put forward the new material industry is a strategic, basic industry, will further strengthen the new material innovation and development of the overall planning.
China Merchants Securities analyst Zhang Xia released a research report in early August on the potential for self-production rate increase in the new materials segment combing, put forward lightweight materials, aerospace materials, semiconductor materials, new plastics, electronic and electrical capacitor new materials, multi-purpose new materials, optics and e-chemicals are the seven main direction .
Analysts highlighted PI film manufacturer Rui Hua Tai , PI and photoresist manufacturer 8 Billion Time , wafer manufacturer Hu Silicon Industry , biobased polyamide manufacturer Kaiser Biologics , optical film supplier Kaiser Biologics , and optical film supplier Kaiser Biologics . , optical film supplier Changyang Technology , and OLED material suppliers Ruilian New Material and Olaid . （
3. CICC: LiFePO4 demand boom, lithium carbonate prices are expected to continue up Demand side, July LiFePO4 battery production of 9.3Gwh, +20.0%, July LiFePO4 battery installed capacity of 5.8Gwh, +13.4%. It is expected that lithium iron battery demand boom is expected to drive lithium carbonate demand growth.
Supply side, raw material shortage has begun to limit the supply side, resulting in some manufacturers shutdown maintenance , July domestic lithium carbonate production of 19,000 tons, -9.9%, overseas manufacturers lithium carbonate inventory has been at a low level , July domestic lithium carbonate imports of 0.45 million tons, -26.8%. Ring comparison -26.8%. (CICC)
4. Artificial Joints Collective Purchasing is also coming Following the coronary stent, the second high-value medical consumables national purchasing varieties - artificial joints will be launched on September 14th in Tianjin, the national centralized purchasing . strong>. At present, the A-share medical sector involved in the field of artificial joints related A-share companies, including Dabo Medical, Sanyou Medical and so on. In addition, AVIC Hi-Tech subsidiary Jinghang Biological main products to artificial joints, but the revenue scale is very small. (Broker China)
5. Silicon prices have risen 150% to 200,000 yuan per ton since the beginning of this year (CCTV)
1. Aluminum Corporation of China: first-half net profit of 3.075 billion yuan, an increase of 8,511% year-on-year net profit of 2.11 billion yuan in the second quarter, an increase of 118% over the quarter , continue to grow significantly. strong>, continue to grow significantly. During the reporting period, electrolytic aluminum prices rose, the company's main products gross margin continued to improve. The company rolling valuation from the previous 61 times directly down to 27.1 times , the current valuation is low. (City)
2. Yunnan Copper: first-half net profit of 252 million yuan, a year-on-year decrease of 10.78%; deducted net profit of 262 million yuan, an increase of 35% second-quarter net profit of 110 million yuan, compared with the first quarter fell back 21.4%. (City)
3. Lixin Precision: first-half net profit of 3.089 billion yuan, an increase of 21.73% second-quarter net profit of 1.74 billion, ring compared to the first quarter growth of 28.8%. Rolling 35 times the price-earnings ratio corresponding to next year's forecast 32% growth, valuation is low. The first half of the company part of the new product introduction, and has not yet entered the mass production stage.
Fu Pengbo China Merchants Ruiyuan growth value fund slightly reduced, northward funds increased significantly. (City)
4. Huachang Chemical: first-half net profit of 876 million yuan, an increase of 6,266% The company expects the implementation of the hydrogen energy industry to expand the development plan, the short term will not have a significant impact on the company's operating results. (Wind)
5. Microelectronics: first-half net profit of 397 million yuan, an increase of 233% (Wind)
6. Gree Electric Appliances: the third phase of the repurchase program has spent 12.093 billion yuan, the proportion of 4% (Wind)
6. > 7. Purple State Micro: first-half net profit of 876 million yuan, an increase of 117.84% year-on-year, the main business segments are full of orders The company's automotive-grade safety chip program has been imported into a number of well-known automotive enterprises, and to achieve bulk supply. (Caixin) 8. Midea Group: He Xiangjian has increased his stake in the company by 0.19%, at a cost of 1 billion yuan (Wind)