000002 SSE A Share Index
- 3141.97
- +2.45+0.08%
"Joining hands" with Qingtao Energy! Shanghai SK Automation Technology is focusing on the core key equipment of solid state batteries.
Shanghai SK Automation Technology signed a cooperation and research agreement with Qingtao Energy to cooperate on the research and industrialization of core equipment for all-solid-state batteries. The commercialization results of subsequent cooperation and whether they can bring benefits to the company in the future are uncertain.
Autel Intelligent Technology Corp., Ltd. has responded to the forecast that its net profit will more than double in the interim period compared to the same period last year.
Autel Intelligent Technology Corp., Ltd. stated that it is expected to achieve revenue of RMB 1.46 billion to RMB 1.47 billion for its traditional diagnostic business in the first half of 2024, an increase of over 15% year-on-year; and revenue of RMB 370 million to RMB 380 million for its new energy charging station business, an increase of over 80% year-on-year. Looking at the overseas market, the United States is still driving the construction of new energy charging stations, including the charging station projects currently undertaken by Autel Intelligent Technology Corp., Ltd., which are expected to be released in the second half of the year.
Under pressure from centralized procurement! Shanghai Microport Endovascular Medtech(Group) Co.,Ltd. acquired a aortic medical device enterprise for 460 million, accelerating its entry into overseas markets.
OMD's active artery products and channel resources in developed countries are expected to become an important driving force for shanghai microport endovascular medtech(group)co.,ltd. to accelerate its layout in overseas markets. Shanghai microport endovascular medtech(group)co.,ltd. hopes to increase its market share of surgical volume in Europe to more than 10% in the next five years, which is currently at 2% and requires significant improvement to achieve this goal.
The curtain has been raised on a new round of ultra high pressure construction in our country, and investment in ultra high pressure equipment is expected to speed up.
Recently, State Grid Corporation of China held a conference in Beijing to promote the high-quality construction of ultra high pressure projects. According to a research report from Guosheng Securities, the holding of the conference indicates that ultra high pressure has entered a stage of large-scale concentrated construction, intensive innovation breakthroughs, and high-quality transformation and upgrading.
Insurance funds are using their advantage of "patient capital" to increase their shareholdings in the equity market. China Great Wall Life Insurance Co. has been increasing its shareholding in assets with high ROE and dividend payouts.
After triggering the disclosure requirements, such assets may be classified as equity securities or measured at fair value through other comprehensive income (FVOCI). It is expected that insurance funds will face certain difficulties in increasing their shareholding of equity assets within the framework of large asset allocation. The industry suggests paying attention to structured opportunities that are bullish on assets with high ROE and dividends.
Star Evening News | In Q2, VeriSilicon Microelectronics (Shanghai) Co., Ltd. expects a sequential increase in revenue of more than 90%. The IPOs of Lian Shi Technology and Volcanics Venture on the STAR Market have been terminated.
① The “report card” of new car builders was released in June; ② Kirin Xinan: Prohibited from participating in military material engineering service procurement activities within 1 year due to collusive bidding; ③ Cardiac Healthcare: Net profit is expected to increase by 40%-50% year-on-year in the first half of the year; ④ Weisheng Information: The total contract amount won in June was about 288.66,800 yuan.
Verisilicon Microelectronics (Shanghai) Co., Ltd. is expected to increase its Q2 revenue by 91.87% QoQ, but not as high as the same period last year. Orders are currently staying at a high level.
① The company's revenue has declined to varying degrees year-on-year for two consecutive quarters this year; ② Verisilicon Microelectronics (Shanghai) Co., Ltd. has stated that the company continues to expand into incremental markets and emerging markets with development potential. This year, the situation of new orders is good, and the backlog of orders has remained high for three consecutive quarters.
July's list of gold stocks in Hong Kong has been released! Institutions are focused on the technology growth and high dividend sectors, and companies such as Tencent and China Res Power are bullish.
Everbright Securities recommends focusing on high-quality core assets with stable fundamentals-internet technology companies in July. In addition, continue to pay attention to high-yield strategies, including industries such as communications, petroleum and petrochemicals, coal, etc. High-yield strategies can still serve as a stable source of income.
"Soul negotiation" is about to start! With over 300 candidate varieties, heavyweight varieties are emerging, and listed pharmaceutical companies are preemptively lowering prices to "prepare for battle" | Industry News
Recently, the official documents related to the 2024 national negotiation were released, with little change compared to previous years. The industry believes that this indicates a trend towards standardization and normalization of national negotiation rules. This year, there are more than 300 varieties that meet the conditions for national negotiation, including well-known companies such as Hengrui, Sino Biopharm, and Kangfang. In order to obtain eligibility to participate, some companies have actively pushed for approval of their varieties, and even some MNC companies have lowered prices in an attempt to make a comeback.
Stock price rose sharply! The export order of vitamin E rebounded year-on-year in the first half of the year. This listed company will welcome institutional research this week.
① When surveyed by the agency on Tuesday, Zhejiang Pharmaceutical said that orders for vitamin E exports in the first half of this year picked up compared to last year. The company's stock price closed higher or lower on the same day. ② Sort out the industry sectors that organizations are most concerned about this week (attached table), the list of listed companies (subsidiary shares), and the latest research on the vitamin industry.
After two years of state-owned enterprise acquisition, Henan Taloph Pharmaceutical Stock is becoming increasingly outward-looking in the traditional Chinese medicine industry. | Industry research series
① The company plans to use the brand awareness and high market share marketing system of its core product Shuanghuanglian Oral Liquid to enhance the overall sales growth of the entire oral liquid business; ② As the subsidiary Tongjuntang won the honorary title of China's time-honored brand, it provided an opportunity for Tailong Pharmaceutical to enter the field of traditional Chinese medicine health; ③ After the company was included as the main enterprise in the biomedical industry chain in Zhengzhou, the intensity of foreign investment also increased markedly.
A-share buyback wave surges in the first half of the year! 48 listed companies have a maximum buyback plan of over 400 million yuan, and 11 stocks including s.f. holding have announced buyback plans.
According to incomplete statistics, 48 A-share listed companies plan to repurchase a maximum amount of over 400 million yuan in the first half of 2024 (see table); Tongwei Co., Ltd. ranked first in the maximum repurchase amount with 4 billion yuan; 11 stocks including S.F. Holding announced repurchase plans twice this year (see table).
Many chip bulls are definitely on the list! List of popular stocks with the highest number of surveys received by reception agencies in June
① Among the bullish stocks launched in June, Aisen Co., Ltd. in the same chip sector and Jinghua Micro, which had a cumulative maximum increase of nearly 70% during the month, received the highest number of visitors. ② Sort out the number of institutional surveys received during the 6.1-6.29 period, the list of the top ten stocks visited by institutions (attached table), and the latest institutional survey of bullish stocks in June.
10 star companies announced important personnel departures, some of which involve core technical personnel. Insiders say it is mostly normal staff turnover.
After the market closed on June 28th, 10 STAR companies, including Cambrian, Appotronics Corporation, HITGEN INC, announced the departure of their directors, supervisors, executives or core technical personnel; 10 STAR companies announced the departure of core personnel, and 5 of them involve core technical personnel.
Profiting over 10,000 but still selling fast? In June, there were frequent short-term transactions between directors, supervisors and senior relatives of A-share listed companies, and Guochain concept stocks were on the list
①The short-term trading of directors and supervisors of A-share listed companies' relatives has been repeatedly banned. According to incomplete statistics, 10 companies were listed in June (with stocks). ②Among them, the short-term trading of directors and supervisors' relatives of Kechuan Technology and Shijiazhuang Kelin Electric both exceeded 10,000 yuan in profit. However, after selling the stocks, the stock prices ushered in a rapid rise.
Shenzhen Fortune Trend Technology receives supervision letter, company responds.
① Shenzhen Fortune Trend Technology indicates that the contents of the regulatory letter do not involve disclosure and have nothing to do with the stock price on that day; it just happened to coincide. ② Shenzhen Fortune Trend Technology had increased both revenue and net income last year, while performance in the first quarter of this year slightly declined, but research and development investment increased.
【Data Analysis】Northbound funds increased holdings of China CSSC at high levels, institutions and speculative investors jointly grabbing shares of Shenzhen Woer Heat-shrinkable Material.
China CSSC, which reached a new high for the year, was the top net buyer in the top ten turnover of Shanghai-Hong Kong Stock Connect, with net purchases of 458 million. Copper cable high-speed connection concept stock Shenzhen Woer Heat-shrinkable Material received buy-in from two institutions, totaling 112 million, as well as nearly 100 million from GTJA's Nanjing Taiping South Road branch.
Safety first! Industrial Bank will suspend mobile banking ATM code scanning withdrawal service from July 10th. Several banks have recently suspended cardless withdrawals.
On June 28th, Industrial Bank announced on its official website that in order to ensure the safety of customer funds, it will suspend the ATM scan code withdrawal service in mobile banking starting from July 10th. According to insiders, mobile banking ATM scan code withdrawal is also a type of cardless withdrawal. Recently, many state-owned and joint-stock banks such as Bank of China, China Everbright Bank, and China Citic Bank Corporation have announced the suspension of cardless deposit and withdrawal services.
What happened? 74% of the attending H-share shareholders opposed the reappointment of Wang Junhui as a non-executive director of China Life Insurance, and 18.56% of the attending A-share small and medium shareholders also disagreed.
Wang Junhui's appointment as a non-executive director of the eighth board of directors of China Life Insurance was opposed by 74.09% of attending H shareholders and 18.56% of attending A small and medium shareholders. Prior to this, Wang Junhui did not encounter a similar situation when serving as a non-executive director of the sixth and seventh boards of directors of China Life Insurance.
Total investment of 80 billion! Three Gorges Power plans to participate in the Inner Mongolia Erdos Resources 'Wind Power, Solar Power, and Energy Storage Integration' project for external delivery. | Quick read announcement
China Three Gorges Corporation plans to participate in the construction of the Kubuqi Desert new energy base project with a total investment of nearly 80 billion yuan. The company became the leading new energy operator in the A-share market after going public in 2021 and invested more than 40 billion yuan in the construction of three offshore wind power projects in the same year.