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Next week, the scale of A-share unlocking will nearly double! Citic Securities leads the way, with over 17 billion yuan being unlocked.
Peak of lifting the ban within the month! The scale of lifting the ban next week will nearly double compared to the previous period; After a six-month delay, the "top brokerage" will lift the ban of over 17 billion next week; 5 individual stocks with large amounts and high proportions will be lifted off the list simultaneously.
Futu Morning News | Fed officials' dovish tone: Economic data support multiple rate cuts; Tesla's two-day cumulative increase of 9%! FSD is expected to be launched in China and Europe next year.
On the eve of the release of the key employment report in the USA, the ADP non-farm payrolls reached the lowest level since January 2021, while initial claims remain stable. Yellen: The labor market in the USA is still robust and continues to create employment opportunities. The Federal Reserve should not delay any longer! Economists at Morgan Stanley have changed their stance: there must be a major move in September.
AVIC Aviation High-Technology: The commercial engine composite materials field is a new business growth point for the company. | Earnings conference in focus.
1. The commercial aircraft engine composite materials field may become the company's new business growth point; 2. The honeycomb product has been certified by Airbus and has achieved exports, and the current order volume is stable.
Futu Morning News | The "arrow" of interest rate cuts is on the string! The hawkish voting committee suddenly released a dovish signal, and the market increased its bet on a 50 basis point interest rate cut; Tesla rose more than 4% against the market and
Fed Beige Book: More regional economic activity is stagnating, price pressures are stabilizing; Alleged to be facing antitrust investigation, Nvidia says it has not received a subpoena from the U.S. Department of Justice; C3.ai falls over 16% after hours, Q1 subscription revenue for fiscal year 2025 falls short of expectations.
After reaching production or years of tens of billions of profit growth, two projects of China Shenhua Energy have been approved by the National Development and Reform Commission.
①The total investment exceeds 26 billion yuan, and the New Street No.1 and New Street No.2 projects of the china shenhua energy subsidiary have been approved by the National Development and Reform Commission; ②The construction scale of the two projects is 8 million tons per year, and the estimated annual profit after reaching production can be close to 6 billion yuan.
Two shipbuilding stocks with market caps of hundreds of billions will undergo restructuring! china cssc plans to merge with china shipbuilding industry.
①The method of this merger is that China CSSC plans to issue A-share stocks to all shareholders of China Shipbuilding Industry for stock-for-stock absorption and merger. ②As of today's close, the total market value of China CSSC is 156.1 billion yuan, and the total market value of China Shipbuilding Industry is 113.6 billion yuan.
Breaking news! The leading company in the research, development, design, and manufacturing of 110 billion ships is planning to merge with China CSSC through stock swap and absorption. | Summary of post-market announcements.
China CSSC: Currently planning to merge with China Shipbuilding Industry. Stocks will be suspended from trading starting tomorrow.
A-share listed banks' semi-annual report: 41 banks continue to explore interest rate spreads, 12 banks experience negative growth in net income. The window for another round of interest rate cuts for existing housing loans has opened, posing a potential c
In the first half of the year, 41 banks collectively experienced a decline in net interest margin, with 9 banks experiencing a decrease in the level of interest margin of 2% or more compared to the same period last year. The number of banks with negative growth in net profit attributable to the parent company reached 12, an increase of 7 compared to the same period last year. Experts believe that the continued narrowing of net interest margin has put pressure on the profitability of banks, and the possible downward adjustment of mortgage rates for existing homes in the near future will further challenge the interest margin of banks and increase operational pressure.
China Pacific Insurance responds to market hot topics at the mid-term earnings conference: continuously improving the contribution ratio of bancassurance, dividend-type products are expected to exceed 50% in the future, and asset allocation adheres to the
1. In the macro environment changes, Taibao is also shifting towards protection and dividend-type business; 2. In the long term, Taibao's dividend-type products are expected to account for more than 50%; 3. Will continue to increase the contribution ratio of silver insurance, focus on strategic cooperation with banks to promote a one-on-one global strategy.
Hainan offshore duty-free under pressure, China Tourism Group Duty Free Corporation's revenue and net profit both decrease, analysts say: limited impact from new tax-free policy in the city | Interpretations
①The china tourism group duty free corporation's H1 revenue decreased by 12.81% year-on-year, and the net income attributable to shareholders decreased by 15.07% year-on-year; ②Recently, several departments have issued a "Notice on Improving the Policy of Duty-free Shops in the City", while the Department of Commerce of Hainan Province has organized the distribution of "Air Ticket + Duty-free" consumer coupons; ③Analysts believe that the new policy of city duty-free shops has a limited impact on the duty-free market due to the narrow range of customer groups involved.
The largest batch within the year! 117 domestic games have been approved for release, including NetEase and other listed game companies.
Following the approval of 15 imported games at the beginning of the month, 117 domestic games were issued with licenses this month, making it the month with the highest number of domestic game licenses issued so far this year.
Is it a challenge to lower the benchmark interest rate and promote the integration of banking and insurance? China Life Insurance, which has a premium of 400 billion, has recently spoken up.
①The challenge and opportunity of the life insurance market lie in the deepening promotion of the reduction of the reserved interest rates and the integration of underwriting and sales in the individual channels. ②In the first half of the year, China Life Insurance exceeded 600 billion in the allocation of equity products. The current A-share market has long-term allocation value, with a strategy to increase the allocation of high-dividend stocks, actively buying high-quality stocks that have fallen out of favor in terms of cost-effectiveness.
The performance of Bank of China and China Merchants Bank in the first half of the year has been released. The interest spread continues to narrow, and net income has declined year-on-year. What's going on?
① Under the further narrowing pressure of interest rate spread, both banks have experienced varying degrees of decline in net income, with cm bank experiencing both a decrease in revenue and net income. ② The low interest rate environment has brought significant pressure on the operation of banks, with the industry's overall interest rate spread at historically low levels, still facing certain downward pressure in the short term.
Affected by the intensified competition in the rail transit market, China Railway Signal & Communication Corporation's revenue and net profit both declined in the first half of the year. It will still take time for the low-altitude business to contribute
①Regarding the decrease in revenue, China Railway Signal & Communication Corporation stated that the company is focusing on the development of its main tasks, promoting the transformation and upgrading of traditional industries, preventing operational risks, and the income from engineering projects has decreased. ②In the first half of 2024, the company's total newly signed contract amount accumulated to 21.023 billion yuan, a year-on-year decrease of 33.62%.
China National Offshore Oil Corporation (CNOOC) semi-annual report summary data has a large blank space. Update: The incorrect announcement has been replaced.
①China Oil's semi-annual report summary announcement on the evening of the 28th has a major omission in the disclosure of financial data and other core content; ②Late that night, the erroneous announcement has been replaced, and the data disclosure in the announcement has been made up in authoritative release sources and designated disclosure platforms.
30 billion! The Bank of China's Science and Technology Innovation Fund has arrived.
Recently, the Bank of China is promoting the establishment of a technology innovation parent fund with a total scale of 30 billion yuan. In recent years, bank funds have accelerated the exploration and support of technology innovation parent funds.
Interview with Ping An's Chief Investment Officer Deng Bin: Long-term interest rate bonds have been over-allocated for many years and have accumulated a rich foundation. There is still room for the valuation of state-owned enterprise stocks to rise.
① In the past ten years, Ping An has consistently allocated long-term interest rate bonds that exceed the budget, accumulating a substantial "foundation" and laying a good foundation for overcoming the low interest rate phase; ② Currently, A-shares and Hong Kong stocks are both at relatively low valuations, and large state-owned enterprise stocks with high quality, high dividends, and low valuations provide investment opportunities for insurance capital; ③ I am also bullish on growth sectors related to new productive forces driven by national policies.
Received investment from China Mobile, another step forward for the listing of Honor.
Honor stated that China Mobile Communications Co., Ltd. is an investment in Honor that has good synergies in the innovation of personal and home terminal markets. Honor plans to launch the corresponding stock system reform in the fourth quarter of this year, and then start the IPO process in due course.
Bank of China President Liu Jin resigned and his recent absence from the board of directors' meeting due to "other arrangements" has attracted market attention.
①Due to personal reasons, Liu Jin resigned from the positions of Vice Chairman of the Board, Executive Director, member of the Board's Strategic Development Committee, and President of the Bank. The resignation will take effect from August 25, 2024. ②At the same time, the Board of Directors approved Ge Haijiao to perform the duties of the President on behalf of.
Coal prices fell, and China Coal Energy's net profit for the first half of the year decreased year-on-year, but still reached nearly 10 billion yuan. Interpretations.
① China Coal Energy, a leading coal company with a total market value of over 170 billion yuan, achieved a net profit of 9.788 billion yuan in the first half of the year, a decrease of nearly 20% compared to the previous year; ② The company will distribute cash dividends to shareholders at a rate of 30% of the attributable net profit, with a dividend per share of 0.221 yuan.