No Data
No Data
In August, the penetration rate of new energy exceeded 50% again, with byd company limited and chongqing sokon industry group stock leading the way. China Association of Automobile Manufacturers: Adjusting the annual sales volume expectations upwards.
①The China Passenger Car Association released data showing that the narrow definition of passenger vehicle retail sales in August was 1.905 million units, a year-on-year decrease of 1.0%. ②Looking ahead for the whole year, the China Passenger Car Association will provide specific numbers for the expected increase in the electric vehicles market after comprehensive assessment.
The battle for the "highest increase" in A-shares this year is heating up: dazhong transportation(group)co.,ltd. once again hits the limit and takes the top spot, followed closely by shenzhen huaqiang industry with 16 consecutive limit up days in 17 days.
①The stock price of the online car-hailing concept stock dazhong transportation(group)co.,ltd. has accumulated a 285.92% increase, becoming the stock with the highest increase in A shares this year. Stocks related to the Huawei Hisilicon concept, Shenzhen Huaqiang and the chemical industry, Jiangsu Zhengdan Chemical Industry, ranked second and third with a 2.7-fold and 2.4-fold increase, respectively. ② Dazhong transportation closed with a daily limit up on Friday and recorded two consecutive daily limit ups. Shenzhen Huaqiang also hit the daily limit with 16 daily limit ups in 17 days. ③Attached is a list of the top 10 stocks with cumulative A-share increases this year (see table).
[Data Analysis] The short position of IC futures has greatly reduced holdings. Well-known institutional investors have invested nearly 100 million yuan in dazhong transportation (group) co.,ltd.
①The main contract of IC index futures decreased its short position by more than 3000 lots, and the reduction quantity was significantly greater than the long position. ②The popular stock of online car-hailing, dazhong transportation, was bought by Guosheng Securities Ningbo Sangtian Road for nearly 100 million yuan.
Tire semi-annual report inventory: strong demand, outstanding performance, continue to expand overseas market.
① Among the 9 listed companies in the tire industry, 8 companies have achieved growth in net income in the first half of this year due to strong market demand; ② Top companies in the industry, such as Sailun Group, Linglong Tyre, and Jiangsu General Science Technology, will continue to expand overseas production capacity in 2024 to meet the high overseas demand.
Internet security vendors are experiencing widespread losses, and the industry's downward trend is difficult to conceal due to seasonal factors. It is urgent to find new sources of revenue.
①In the first half of the year, only 3 out of the top 20 companies in the csi information security industry achieved profitability, and all of the top 10 suffered losses. ②According to interviews conducted by Cailian Press reporters, the losses were mainly caused by the periodic nature of projects and seasonal factors affecting receivables. ③Analysts believe that in the context of downstream customers, especially those in the government sector, facing significant financial pressures and declining purchasing power, the network security industry needs to expand its market-oriented customer base.
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
① In the first half of the year, the net interest margin of 41 banks collectively declined, with 9 banks experiencing a decrease of 2% or more in their interest margin compared to the same period last year; there were as many as 12 banks with a negative growth in net income attributable to the parent, an increase of 7 compared to the same period last year. ② Experts believe that the continued narrowing of the net interest margin has put certain pressure on the profitability of banks, and the possible reduction of interest rates for existing housing loans in the near future will further challenge the interest margin of banks and increase operating pressure.