Gu Gu Masters: Can the three carriages pull the market? Niu Ren internal reference 18 yuan grab
First, [Immediately Express]
1. US stocks miraculously reappeared: crude oil surged sharply and market data boosted US stocks slightly higher; Dow rose 0.64%, S&P rose 0.47%, Nasdaq rose 0.46%, and the first three stock markets in the past 17 years were on the same day. The highest closing price ; gold prices by the US stocks and the US dollar exchange rate pressure slightly fell, New York December delivery of gold futures fell slightly by 0.1%; Saudi comments boosted oil-producing countries to stabilize the market action possible, New York crude oil rose 4.3% for three weeks The highest closing price since the European stock market was boosted by crude oil and corporate earnings, the pan-European Stoxx 600 rose 0.8% to close at 346.66 points. Comment: When will A shares keep up with the rhythm? !
2, Alibaba: released the first quarter of fiscal 2017 financial report, the financial report showed revenue of 32.154 billion yuan (about 4.838 billion US dollars), an increase of 59%. Net profit was 7.142 billion yuan (about 1.075 billion US dollars), down 77% from the same period of last year. Based on non-GAAP, the net profit of 12.187 billion yuan increased by 28% year-on-year, exceeding market expectations . Alibaba closed up $4.44 to close at $91.77, or 5.08%.
3, a number of heavy data will be announced: According to the central bank data release rules, 16:00 after the market today, or will be announced M1, M2, social financing scale, new loans and other heavy data. In this regard, most of the market believes that the credit scale in July may have dropped significantly, about 700 billion yuan, but some industry experts believe that credit will still exceed one trillion yuan in July, a slight decline from June, but for the growth rate of M2, The market maintains a consistent view that the growth rate of M2 will decline in July .
4. Xinhua News Agency said “no†to aggressive monetary easing: On August 11, Xinhua News Agency pointed out in its latest comments that China will not adopt a radical monetary easing policy until the economy changes substantially. The Xinhua News Agency reported that the aggressive deposit reserve ratio and interest rate cuts will not only cause excess liquidity, but also curb China's efforts to reduce overcapacity and puncture asset bubbles .
5. Shenzhen-Hong Kong Stock Connect is expected to heat up again: Recently, the CSRC accelerated the promotion of Shenzhen-Hong Kong Stock Connect, and established the “Shenzhen-Hong Kong Connect Special Working Groupâ€, with the chairman of the China Securities Regulatory Commission Fang Xinghai as the team leader. On the other hand, for the opening of Shenzhen-Hong Kong Stock Connect, Li Xiaojia, chief executive of the Hong Kong Stock Exchange, said that the more information there is, the more it proves that the opening time is approaching . Earlier, Premier Li Keqiang said at the opening ceremony of the Boao Forum for Asia 2016 Annual Meeting that Shenzhen-Hong Kong Stock Connect will be launched this year. This means that the pace of Shenzhen-Hong Kong Stock Connect is getting closer and closer, and it is likely that it is already on the line.
6. Langfang Development 600149, Buying 12th Resumption: Langfang Holdings stated that it intends to use its own funds to increase the holding of Langfang Development Shares through the trading system . The holding amount is between RMB 50 million and RMB 500 million, and promises to be within 6 months. No reduction. Note: Evergrande answered the inquiry letter of the Shanghai Stock Exchange yesterday, saying that there is no clear plan for obtaining control of the company, and it does not rule out the actual control of the development of Langfang.
7.20 one hundred million yuan electricity vote "mine explosion", ICBC, Prudential involved: Caixin said the Industrial and Commercial Bank 601398, buy Langfang Branch electronic banking agency issued a 2 billion in Jiaozuo trip out of the bank acceptance bills, the Prudential Bank After the Qingdao branch bought it, 1.3 billion of the discounts were posted to the Shanghai Branch of Evergrowing Bank, and 650 million yuan was posted to Xingtai Bank.
8, FAW Department of executives leaving large areas: FAW 000800, BUY: including the chairman, including directors, supervisors resigned, FAW Xiali 000927, BUY chairman Xu Xianping other three "directors, supervisors and high" turnover. Comment: FAW Group solved the acceleration signal of peer competition between two listed companies .
9. The Jiangsu Securities Regulatory Bureau opened seven “penaltiesâ€: seven private placements, including Zhongzhi Capital, were found to have more than a dozen non-compliance issues, and were therefore subject to administrative supervision. Private equity sources said that in fact, private equity managers have more or less irregular behaviors in the process of exhibition industry. From the content of this supervision, many of them are frequent problems of private fund managers, which are representative. Strong warning effect .
10. The 13th Five-Year Plan for the Development of Sports Lottery was issued: The State Sports General Administration officially issued the “13th Five-Year Plan for the Development of Sports Lotteryâ€, the situation, overall goals, key tasks and the tasks facing the development of sports lottery during the 13th Five-Year Plan period. In-depth analysis and system planning for measures and other aspects. The next stage of the sports lottery will focus on relevant technical preparations and create favorable objective conditions for the quiz of domestic events.
11. Hot-spot second-tier city regulation and overall tightening: On the afternoon of August 11, the Suzhou Municipal Government issued the “Implementation Opinions on Further Strengthening the Management of the Real Estate Market in Suzhou Cityâ€. Suzhou became the first to restart the second-tier city , and the foreigners bought the second suite. I have to pay 1 year social insurance. Nanjing increased the down payment ratio of the second suite, the first home purchase loan has settled the second house down payment of not less than 35%, and the first home purchase loan has not settled. The second house has a minimum down payment of 50%.
12. Local sample of state-owned enterprise reforms was released: Recently, the State - owned Assets Supervision and Administration Commission (SASAC) conducted in-depth investigations into the state-owned assets supervision departments of Shanghai, Guangdong, Shandong, Jiangxi and Chongqing . Li Jin, chief researcher of the China Enterprise Research Institute, said that the results of the reform of state-owned enterprises in these five places have certain benchmarking effects and provide reference for the reform of other provinces. Comment: Since it is for reference, these samples and benchmarks must be successful, so it is still very meaningful to dig deep into the sample of state-owned enterprise reform in five provinces and cities.
13. Development and Reform Commission: Issued the “Circular on the Development of Coal De-capacity and Special Enforcement Actionsâ€. As of the end of July, the country has withdrawn more than 95 million tons of coal production capacity. The overall progress of coal de-capacity is relatively slow. The coal production capacity that has withdrawn has accounted for 38% of the annual target task volume of 250 million tons. It is necessary to fully complete the annual coal de-capacity task before the end of November. Shenhua Group has completed all the annual capacity-removal tasks.
14, 600362 Jiangxi Copper, the second half will continue to buy 30,000 tons of production capacity cuts: Deputy General Manager Wu Yu can JCC recently in an interview with CCTV Financial said in an interview, Jiangxi Copper first half of this year to reduce the 50,000 tons of production capacity, down Nearly 9%, the decline is the first in the industry, and will continue to cut capacity by 30,000 tons in the second half of the year. Wu Yueneng said that this year, Jiangxi Copper will go to 80,000 tons of production capacity, which is more than 20% of the total capacity of the national copper industry. Due to the reduction in production of Jiangxi Copper, China's copper production this year may be basically the same as last year.
15 new shares: 603,007 shares Kao, buy today purchase code: 732 007, top box purchase allocation of 13 signed; with the benefit of shares 300538, buy today purchase code: 300538, top box purchase allocation of 28 signed; cryogenic shares 300540, BUY Andre 603,031, to buy in the ballot numbers released, the two stocks on Friday signed contributions; red walls 002,809 shares, buying online pricing issue in the success rate of 0.0166 percent, a new low success rate.
16. Foreign exchange: Yesterday, the onshore Renminbi (CNY) closed at 6.6375 yuan against the US dollar at 23:30 Beijing time, a slight increase of 25 points from yesterday's night trading, and the daily trading volume soared by 10.848 billion US dollars to 31.519 billion US dollars . Early in the morning, the offshore RMB (CNH) fluctuated slightly against the US dollar. As of 6:30 Beijing time, CNH reported 6.6432 yuan, down slightly by 0.041%. In its "2016 Renminbi Internationalization Report", the People's Bank of China stated that while maintaining a stable and balanced RMB exchange rate, China will increase the market's determination of exchange rates.
Second, [market temperature]
There were 20 daily limit stocks on Thursday, 10 fewer than Wednesday, 20 fewer than Tuesday, including 14 daily limit, only 6 natural limit; 2 stocks limit; 36 stocks exceeding 5%, less than Wednesday 29, a decrease of 47% from the previous month; 31 stocks with a drop of more than 5%, an increase of 26 from the previous Wednesday; the ratio was 334:2308 (1:6.9), and the rate of increase was only 12.6%. A slight increase of 0.04%, the effect of making money is extremely poor. The cumulative turnover was 450.35 billion, which was 3.87% lower than that on Wednesday .
Big finance (bank brokerage insurance) is a meat grinder, and the body of the skeleton has no bones. With the early rise of big financial stocks, a large amount of funds began to flood into financial stocks, which has a significant blood-sucking effect on the theme stocks. The GEM is running counter to it. It is only natural that the decline will be triggered, except for the slight rebound of graphene in the intraday trading. Nothing bright. The market sentiment was sluggish, and the Shanghai index also fell back. It drew again at the end of the week and killed 3,000 points. The ChiNext fell 1.6% to around 2100.
It has not been surprising that our investors have been following the trend on Thursday. The first reason is that we have already reminded us of the risks for three consecutive days. We say so. In the short term, the Shanghai Composite Index is likely to be adjusted to around the 20th line, or even around 3,000 points. Therefore, it is recommended to remain cautious in the short term and wait for the opportunity to enter . The market on Thursday can be said to be in full compliance with our pre-judgment. Secondly, the face of Thursday was familiar and the routine was deep! This is exactly the same as the trend of June 21 (see 6.22 shares of Linktone). It is the mode of opening the diving market after the financial stocks rose sharply in the early days. In the current game, the financial stocks played the role of meat grinder and vampire. Looking forward to the market outlook, we believe that there is a short-term opportunity to enter the market, mainly reflected in: (1) the support of the 15-minute line is around 2993, the position of the 55-minute line of 55 minutes is around 2996, and the line of 55 minutes is formed near 2993. support. (2) 15 minutes to see, the callback wave since 11:00 on August 10 has been basically completed, and it is likely to start the rebound. Therefore, it can be sucked into the field below 3000 points.
Third, [the theme of the Nuggets]
Sports Lottery 13: The 13th Five-Year Plan for the Development of Sports Lottery has been officially issued recently. It has systematically proposed key tasks in promoting product cultivation and building a multi-level channel system, and promoted the inclusion of domestic sports competitions in the quiz. During the 12th Five-Year Plan period, sports lottery sales increased by an average of 19% annually. Future channel innovation and color innovation will become catalysts for the sustained and rapid development of the industry. Concept stocks are expected to break out.
Subject: Hongbo 002,229 shares, buy, China Sports Industry 600 158, buying, People 603000, BUY
Shenzhen-Hong Kong Stock Connect : Recently, Shanghai Stock Connect has made a large inflow of funds. There are 18 stocks with a net purchase amount of more than 1 billion yuan, which are distributed in liquor, banking, securities, household appliances, automobiles and other industries, and most of them are industry leaders. According to media reports, the CSRC has recently established a special working group for Shenzhen-Hong Kong Stock Connect. The Shenzhen-Hong Kong Stock Connect is getting closer and closer. The above style preferences may be copied after the Shenzhen-Hong Kong Stock Connect is opened.
Target: Zhejiang Shibao 002703, Buy , Wuliangye 000858, Buy , Yunnan Baiyao 000538, Buy
Graphene: It is reported that Chinese scientists published a paper in the journal Nature-8226 Nanotechnology, saying that they have made a breakthrough in the preparation of single crystal graphene, through the adjustment and improvement of chemical vapor deposition (CVD). The speed of graphene film production has been increased by 150 times. The new research has laid the foundation for the large-scale application of graphene. For the graphene industry, this research is of great significance, and the graphene concept stocks are expected to continue to break out.
Target: China Baoan 00009, buy , Fangda carbon 600516, buy , gorgeous family 600503, buy
OLED concept: The latest data shows that Samsung shipped 98 million pieces in the OLED panel market in the second quarter of this year, an increase of 81.5% year-on-year. As more and more mobile phone manufacturers adopt OLED panels, it also indicates that smart phones are about to enter. The era of OLED panels. The news that Apple's new iPhone is expected to be equipped with AMOLED panels has added finite expectations and impulses to the OLED industry. The OLED industry has entered a rapid growth period, and the industry feast has begun.
Target: Rainbow shares 600707, buy , Shen Tian Ma A 000050, buy , Xiangyang Huicheng 300481, buy
Nickel-metal hydride battery: It is reported that the new rare earth new power source, the capacitive nickel-hydrogen battery, was successfully applied in the field of pure electric bus by Zibo Guoli New Power Technology Co., Ltd., and more than 100 buses have been safely operated for thousands of kilometers. The battery successfully solved the technical bottlenecks such as short life, poor safety, large temperature difference, and fast charging of pure electric bus power batteries, which laid a solid foundation for the large-scale promotion of capacitive nickel-hydrogen battery pure electric vehicles in China. Foundation, related companies hope to benefit the industry outbreak.
Target: Times Wanheng 600241, Buy , Penghui Energy 300438, Buy , Keliyuan 600478, Buy
Intelligent Parking: The 8th Beijing International Intelligent Transportation and Parking Equipment Exhibition was held on November 11-13. It is one of the largest and most professional intelligent transportation and parking equipment exhibitions in China. And every year there is a trend of gradual expansion. The organization expects that the smart parking industry will maintain a growth rate of 25% to 40% in the next five years, and the market scale will reach more than 100 billion. Relevant companies are concerned.
Target: Dongjie Smart 300486, Buy , Wuyang Technology 300420, Buy , 4D Tuxin 002405, Buy
Cloud computing: Alibaba Group announced the first quarter of fiscal 2017 results, in which Alibaba Cloud business maintained a strong growth momentum, revenue reached 1.243 billion yuan, an increase of 156%, the organization believes that the current domestic public cloud steady growth, private cloud orders, The demand for cloud platforms in the three major industries represented by operators, financial industry and government has been increasing rapidly, and the overall industry has exploded. Concept stocks are worthy of attention.
Target: Tianyi Technology 300245, Buy , Halo New Network 300383, Buy , Tops 300229, Buy
Titanium Dioxide: Titanium Gimpo 000545, buy a wholly owned subsidiary of Nanjing Titanium White Chemical decided to raise the models anatase titanium dioxide sales price since August 11, of which domestic sales price rise by 300 yuan per ton basis of the original grid, Export prices are raised by US$50 per ton. In addition, international giant Huntsman announced on August 10 that it has raised its price of titanium dioxide (titanium dioxide) pigments sold globally. Recently, the price adjustment of titanium dioxide industry has increased the performance of listed companies. The concept stocks are ushered in a good drive.
Target: Jinpu Titanium, Ananda 002136, buy , medium core titanium white 002145, buy
Quantum Communication: A large number of sub-computer research in China has made breakthroughs. The Quantum Laboratory of China University of Science and Technology has successfully developed semiconductor quantum chips. In addition, China’s “Quantum Science Experimental Satellite†will launch in mid-August. Quantum communication technology is currently the only security. The rigorously proven secret communication method, the scale of the domestic quantum communication market is expected to reach 100 billion yuan in the future, China's quantum communication technology has been at the world's leading level, and industrialization has begun to take shape.
Target: Kaile Technology 600260, Buy , Shenzhou Information 000555, Buy , Fujing Technology 002222, Buy
Zinc concept: In order to ensure the air quality during the G20 summit (September 4th - 5th), zinc oxide, galvanizing and die-casting zinc alloy enterprises in Hangzhou, Wuxi, Wenzhou and Taizhou have encountered “environmental storms†in concentration, and most enterprises have been The suspension of production, the sharp contraction of the supply end of the zinc mine and the steady growth of downstream demand will lead to the continuous expansion of the zinc concentrate supply gap, and the shortage of zinc supply is expected to continue to rise in the second half of this year.
Target: Luoping zinc electric 002114, buy , Chihong zinc é”— 600497, buy , zinc industry shares 000751, buy
Fourth, [listed company]
1, high delivery + distribution plan
[Today announced the equity registration day]
CITIC Securities 600030, Buy : Annual Report Push 10 Party 5 Yuan Equity Registration Date August 18
Shanghai Airport 600009, Buy : Annual Report Push 10 Party 4.30 Yuan Equity Registration Date August 17
2. Interim results
[Substantial growth]
Young Eagle Farming 002477, BUY : Net profit increased by 8694.10%
Yan Wei shares 300317, BUY : net profit increased by 1966.43%
Xugong Machinery 000425, BUY : net profit growth of 1214.77%
Huaying Technology 000536, BUY : net profit increased by 1035.80%
AVIC Electromechanical 002013, BUY : Net profit increased by 582.91%
Red Star Development 600367, Buy : Net profit increased by 382.62%
Huaying Agriculture 002321, BUY : net profit increased by 223.69%
Dongtu Technology 300353, BUY : Net profit increased by 184.96%
Yaxing Bus 600213, BUY : Net profit increased by 134.56%
Jin Jian Rice Industry 600127, BUY : Net profit increased by 111.36%
*ST new set 601918, buy : net profit increased by 104.18%
Tin Industry shares 000960, BUY : net profit increased by 101.58%
Yuexiu Jinkong 000987, BUY : net profit increased by 100.62%
Ping An Bank 000001, BUY : Net profit increased by 6.1%
[substantial decline]
*ST five rare 000,831, buy : net profit reduced by 2575.37%
Kaiyuan equipment 300140, BUY : net profit decreased by 536.77%
Wanli shares 600847, BUY : net profit decreased by 368.50%
Jinyu Motor City 000803, BUY : Net profit decreased by 215.65%
Friendly Group 600778, BUY : Net profit decreased by 207.05%
Zhongqingbao 300052, BUY : Net profit decreased by 68.72%
3. Shareholders increase their holdings
[overweight]
Qixin Group 002301, BUY : The employee stock ownership plan has purchased a total of 14.537 million shares, accounting for 3.89% of the total share capital.
[reduce]
Hengtong shares 603,223, buy : shareholder reduction of 24.999 million shares accounted for 2.08% of the total share capital
Huaren Pharmaceutical 300110, BUY : Shareholders reduce their holdings by 6,379,900 shares to 0.97% of the total share capital
Shensi Electronics 300479, BUY : Shareholders reduce their holdings by 650,000 shares to 0.41% of the total share capital
China Automotive Research Institute 601965, BUY : The controlling shareholder agreed to reduce the holding of 3,221,900 shares to 0.34% of the total share capital.
Jesse Technology 002544, BUY : Shareholders' cumulative reduction of 1.46 million shares accounted for 0.28% of the total share capital
4. Important announcement
Creative information 300366, buy : suspension of asset restructuring will be on
Zhongdian Xinlong 002298, Buy : Non-public offering of shares applied for approval by the CSRC
*ST Hongsheng 600817, BUY : Abandoning the acquisition of OCT Wenbo Technology Holdings Holdings Xuheng Real Estate
Jinqiao Information 603918, BUY : Retirement due to internal disputes of AirMedia
Shentiandi A 000023, Buy : Hold a briefing on the termination of major asset restructuring
Julong Pipe Industry 002619, Buy : Application for suspension of major asset restructuring review
Tianyin Holdings 000829, Buy : Termination of the acquisition of the remaining 30% equity of Tianyin Communications
Overseas Chinese Town A 000069, BUY : Termination of the sale of equity in Wenlv Technology
Cathay Pacific Group 603977, BUY : Suspension of initial public offering of A shares
Sunshine City 000671, Buy : Subsidiary 1.5 billion bid for a project site in Fuzhou
Xindu Chemical 002539, Buy : Securities short name will be changed to "Cloud Map Holdings"
Hefei City Construction 002208, BUY : won the bid of about 2.258 billion yuan for the construction project
Rongsheng Development 002146, Buy : Sign the Meiya Airlines Project Cooperation Agreement
Xinhualian000620, BUY : Signing a cooperation development project framework agreement with many parties
Jian Yi Group 002789, BUY: 601939 Construction Bank, Shenzhen Branch to buy signed a strategic cooperation agreement
Salt Lake Stock 000792, BUY : Signed a strategic cooperation framework agreement with Enlighten Holdings
Radio and TV Network 600831, Buy : CCTV 3568 Channel and CCTV Special Zone Shaanxi Province Exclusive Copyright
Yi Hualu 300212, BUY : Received the notice of the PPP project of the Smart Health Care Service
Fly up to 300,240, buy : government grant of 13.2 million
Jiuzhitang 000989, BUY : 10 million government reward funds
Zhangjiajie 000430, BUY : The controlling shareholder and its related parties have no reduction plan
Five, [transaction prompt]
1. Suspension of stocks
Tongfu Microelectronics 002156, BUY : Planning for major asset restructuring
2. Resumption of stocks
Langfang Development: Controlling Shareholders or Continue to Increase
Jialing, China 600877, BUY : Termination of planning for asset restructuring
Boss shares 300441, BUY : plans to acquire Xinshida to develop precision parts manufacturing
Mingjia United 300242, BUY : plans to acquire 1 billion yuan of assets plus digital marketing business
Inner Mongolia Huadian 600863, BUY : Proposed to increase over 1.9 billion yuan to acquire major shareholders' wind power assets
3. Unblocking stocks
Hailigufen 600619, BUY (2978.09 million shares, the total share capital 3.44%), Shandong Iron and Steel 600022, BUY (178,571.43 shares of the total share capital of 21.21%, Good News Snapshots 300213, BUY (23.44 million shares, accounting for Share capital 0.09%), Huangshi Group 002329, buy (6983.73 million shares, accounting for 8.34% of the total share capital)
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