The State-owned Assets Supervision and Administration Commission, together with the National Development and Reform Commission, jointly introduced a significant venture capital policy, and the equity market is expected to usher in a period of development
1. The State-owned Assets Supervision and Administration Commission of the State Council and the National Development and Reform Commission jointly introduced policy measures to promote the high-quality development of central enterprises' venture capital funds, support central enterprises in initiating the establishment of venture capital funds, focusing on early-stage, small-scale, long-term, and hard technology investments. 2. Citic Sec research reports pointed out that, against the backdrop of entering a valuation expansion cycle in the secondary market, as the linkage effects between the primary and secondary markets become increasingly close, the equity market will also move towards a period of high-quality development and prosperity.
Is the actual controller taking stock of his own stock? The chairman of RheinBio plans to be banned from the market for 5 years
① RheinBio announced yesterday that Qin Benjun, the chairman of the company, which was investigated by the Securities Regulatory Commission in May of last year for allegedly manipulating the securities market, has received an advance notice of administrative penalties. ② Qin Benjun will be fined more than 2.07 million for using private equity products to “sit down” on his own stocks, and the Securities Regulatory Commission plans to ban him from entering the market for 5 years. ③ This is not good news for RheinBio, whose net profit was already “declining” last year.
In the troubled industry cycle, Jinhe Industrial's net profit is estimated to be reduced by nearly 60%, and the price decline of major products has not stopped this year
① Jinhe Industrial expects net profit to drop by nearly 60% year-on-year in 2023, mainly due to the decline in sales prices of major products due to the impact of the industry cycle and market competition. ② The expansion of production capacity for food additives in recent years has led to oversupply, and overseas demand falls short of expectations. Prices of various varieties fell all the way down last year, but this year they are still declining. ③ Jinhe Industrial is still promoting a series of projects to expand the scale effect and extend the industrial chain.
Can restructuring “change lives”? The pre-profit growth of Red Cotton Co., Ltd. attracted attention
① Red Cotton Co., Ltd. revealed its 2023 results tonight. It is expected to turn a year-on-year loss into a profit. This is also the first annual report card of Guangzhou Langqi after going through asset restructuring and name change. ② The capital market is very concerned about the future growth of its food and beverage business.
The National Health and Health Commission suggests getting the influenza vaccine as soon as possible, and sorting out China's influenza vaccine market pattern and enterprises
① At present, influenza vaccines from several domestic manufacturers have been approved for the market, of which 11 manufacturers have supplied them during the 2022-2023 influenza season; ② The Zhongtai Securities Research Report points out that with the arrival of the influenza season, it is recommended to pay attention to investment opportunities for relevant testing, vaccine and drug companies.
The upstarts at the “New Medicine King” ball
GLP-1, the “magic medicine for weight loss,” is a veritable “gold mine”, and behind it, China's two core industrial chains are actually hidden, and it is expected to become the biggest beneficiary of China's GLP-1 Dongfeng.
Opinion | Policy expectations continue to heat up, driving the Hong Kong stock real estate chain to rebound
Are there better investment opportunities for Hong Kong stocks under the catalysis of real estate policies?
The Fund's second quarterly report is out! The latest trends of Xie Zhiyu, Zhu Shaoxing, and Fu Pengbo revealed
While Xie Zhiyu can invest in Hong Kong stocks, Xie Zhiyu also increased her holdings in CXO (Pharmaceutical Outsourcing) leading Pharmaceutical Biology and reduced her holdings in Huahong Semiconductor, Shunyu Optical Technology, and Jianyou shares.
Consumer vouchers are being issued one after another in various regions. What opportunities are there in the big consumer sector?
CITIC Securities believes that the potential opportunities for overall consumption allocation in the second half of the year are greater than in the first half of the year. The short-term recommendations are still arranged on the basis of epidemic mitigation and marginal repair logic, focusing on travel industry chain industries such as hotels, duty-free, scenic spots, restaurants, etc., and popular goods such as food and dairy products.
The price of paper continues to rise, and the industry maintains a high demeanor.
Recently, following the rise in the price of household paper in early December, the price increase of cultural paper followed one after another, and now packaging paper and waste paper have also opened the mode of price increase. Industry insiders said that since the end of September this year, the price of paper products has been adjusted for three consecutive months, each time the price increase is 200 yuan / ton-300 yuan / ton, the cumulative increase in the past three months has reached 600 yuan / ton to 900 yuan / ton. A number of paper companies, including Chenming Paper, Nine Dragons Paper, Sun Paper, and so on, have issued or repeatedly issued price increase letters since September this year, and the price increases of leading large manufacturers have also made many small and medium-sized paper enterprises listen to the wind and raise prices collectively. (
Bao Lingbao: the zero hero brand that participates in does have a meta-universe theme product development plan.
Bao Lingbao (002286) said on the interactive platform today that Hero Zero is currently a joint venture of the company's wholly-owned subsidiary and an attempt for the company to quickly enter the new consumer goods market and form a professional service capability in new consumer areas. Committed to the operation of brands such as "Hero Zero" and "hero&shero", the vision of the joint venture is to become a world-class application solution center for functional food and personal care products. After inquiry, the zero hero brand does have a meta-universe theme product development plan, but there is no product launch yet.
News flash: the food and beverage sector strengthened in early trading, and many other stocks rose by the daily limit.
December 14 news, the food and beverage plate strengthened in the morning, as of press release, Laiyi, Ganyuan Food has risen limit, Jiahe Food, Panda Dairy, plus Food, Plum Garden and so on rose. On the face of the news, Huachuang Securities expects that the food and beverage industry will move from predicament to rebirth in 2022. In the past 21 years, food and beverage experienced the triple dilemma of falling demand, rising cost and digestion of valuation, and the overall performance of the sector was at the bottom of the market. Looking forward to next year, although the pace of the pick-up in demand is still uncertain, as the cost pressure has been transmitted, it marks that the stage of the greatest pressure on enterprises has passed, and at the same time, the valuation of the sector has returned to integration.
35 shares received institutional buy rating Top Group has the highest attention.
Statistics show that 35 stocks received institutional buy ratings on December 6. Among them, Top Group has the highest attention, winning two institutional buy rating records; Vanke A, Lizhu Group, Luzhou laojiao, Supor, Lixun Precision and other stocks have all won one institutional buy rating record. From the perspective of institutional rating changes, there are 11 rating records for the first time concerned by agencies, involving Dier Laser, Baolingbao, Kos shares, China Jiajian, Nanshan Aluminum and other stocks.
News flash: the opening of the papermaking plate pulls up the limit of Minfeng special paper.
December 1 news, the paper plate opened up, as of press time, Minfeng special paper limit, Castle Peak Paper, Rongsheng Environmental Protection, Yueyang Forest Paper rose. On the news side, from December 1, Bohui Paper, APP, Sun Paper and other leading paper companies once again "join hands to raise prices". According to the price increase letters previously released by relevant paper companies, this round of price increases involve white cardboard, coated paper, double-offset paper and photocopy paper, with a price increase of 200 yuan / ton to 300 yuan / ton.
The concept of vaccine has been pulled up, Kangtai biology has become stronger, and COVID-19 's vaccine export may usher in a golden period next year.
The concept of biological vaccine was pulled up in intraday trading on the 25th. As of press time, Shuanglu Pharmaceutical, Weiming Pharmaceutical and Xianfeng Holdings rose by the daily limit, plum blossom biology and Bohui innovation rose by about 9%, Guanhao biological rose by more than 7%, and Watson biology, Kangtai biology and CANSINOBIO all strengthened. Recently, under the condition that the number of new confirmed cases is stable, there has been a rising trend of mortality in the world. Compared with the last round of rebound in the number of new confirmed cases in Europe and the United States, the mortality rate has increased significantly, and the time is basically more than half a year away from the period of concentrated vaccination. The protective effect of the last round of vaccination declined in the world.
Sun Paper: the price of cultural paper will rise again this month, up to 300 yuan / ton.
The reporter learned from Sun Paper that since December 1, the price of the company's ordinary coated paper products has increased by 300 yuan / ton, and the price of ordinary double adhesive tape products has increased by 200 yuan / ton, and the prices of other products have also been adjusted accordingly. This is the second time this month that the company has raised the price of cultural paper products. On November 8, the company raised the price of some cultural paper products by 200 yuan / ton.
The limit of 90 stocks is mainly concentrated in chemical, automobile and other industries.
According to Choice statistics, among the A shares that can be traded on the Shanghai and Shenzhen stock markets, there are 3318 rising stocks, 1168 falling stocks and 136flat stocks. Excluding new stocks listed on the same day, a total of 90 stocks rose by the daily limit and 4 stocks fell by the limit. From the perspective of the industry, trading stocks are mainly concentrated in chemical, automotive, mechanical equipment, electrical equipment, electronics, transportation and other industries. In terms of the closing limit, Sinochem International is the most sought after, with 22.7937 million shares on the closing limit, followed by the United States. in terms of the closing limit, Sinochem International is the most popular, followed by the United States.
Express News | Planting and forestry sectors weakened, Longping high-tech fell more than 4%, Denghai seed industry, agricultural development seed industry, Yasheng group followed.
Express News | Cofco Science and Technology rose by the daily limit today, with a net purchase of 56.52 million yuan for Shenzhen stocks.
News flash: the concept of liquor continues to drive up Cofco's technology by more than 7%.
November 16 news, the concept of liquor continues to rise, as of press time, Cofco science and technology rose more than 7%, green barley wine, Gujing tribute wine, Luzhou laojiao followed. On the news side, China Merchants said that the overall performance of liquor is stable, the high-end performance is steady, the sub-high-end mobile sales are differentiated, the overall wholesale price is stable, and the inventory is benign. Sentiment in the food sector has rebounded, overall demand is still recovering, and the impact of the epidemic still exists in stages. Investment advice: the first to introduce high-end spirits with good pattern, stable demand and outstanding performance-to-price ratio (Maotai, Luzhou laojiao, Wuliangye) 2. Yanghe, Gujing, which are in the lead in the layout of high-priced products with accelerated conditions or expected reform.