Interest rate cut! China's 1-year and 5-year LPRs were lowered by 10BP on July 1st. How will the market develop in the future?
The one-year LPR for July is 3.35%, and the LPR for more than five years is 3.85%, both down by 10 basis points from the previous value.
Sodium-electric and semi-solid, half flame and half seawater | Jianzhi Research
Thanks to the new energy autos achieving a record high in delivery, the production, sales and installation volume of power batteries also hit a new high in June this year in all dimensions.
In 2019, the head brokerage's secretary was appointed as the "older insurance agent".
China Securities Co., Ltd., a leading brokerage firm, recently announced an important personnel change. The company's board of directors has approved the appointment of Liu Naisheng as the company's board secretary, and Wang Guangxue will no longer hold this position. Liu Naisheng is a veteran investment banker and the first generation of securities salespeople in China. He has led successful underwriting projects for numerous companies and is best known for overseeing the IPO projects for Contemporary Amperex Technology and the representative Beijing-Shanghai High Speed Railway. As a seasoned securities industry veteran, Liu Naisheng's appointment as board secretary after seven years of serving as a senior executive (executive committee member) at China Securities Co., Ltd. is certainly worth following in terms of his future contributions. According to publicly available information about skilled post-70s workers, Liu Naisheng belongs to the post-70s generation of securities professionals.
"Ningwang" targets the new trillion-dollar track.
Looking for growth opportunities.
A-share market review: Shenzhen Component Index and Chinext Price Index turned red, with a transaction amount continuing to be below 600 billion yuan and pharmaceutical stocks rebounding significantly.
Today, the major A-share indexes opened low and rebounded, with all three indexes hitting new lows since February at one point. In the afternoon, they bottomed out and rebounded, with the Shenzhen Component Index and the Chinext Price Index both turning positive. The Shanghai Composite Index fell by 0.26% to 2949 points, the Shenzhen Component Index rose by 0.25%, and the Chinext Price Index rose by 0.51%. More than 3900 stocks rose, with a total turnover of 574.9 billion yuan for the day, which was lower than 600 billion yuan for the third consecutive day. On the market, the pharmaceutical sector rose across the board, with CRO, innovative drugs, and weight loss drugs leading the way, with Tigermed up nearly 8% and Luoxin Pharmaceuticals Group Stock up by the limit; the precious metals sector rose, with Zhongjin Gold Corp.,Ltd up nearly 9%; the medical equipment sector rose, with Changjiang Pharmaceutical Group up 20CM.
90,000, the last defense line of lithium prices? | Jianzhi Research
Has this round of liquidation just begun?
Contemporary Amperex Technology, which does not make cars, is crazy about investing in car companies | Jianzhi Research.
Contemporary Amperex Technology, which has repeatedly publicly announced that it will not produce autos, is increasing its investment in auto manufacturers. Recently, Zhiji Auto, a subsidiary of SAIC, welcomed a new round of financing. The new shareholders not only include the five largest banks' investment companies such as ICBC and Agricultural Bank of China, Shanghai State-owned Assets Supervision and Administration Commission and other top institutions, but also the leading power battery company Contemporary Amperex Technology participated in this capital increase. Since 2018, Contemporary Amperex Technology has invested in 9 new energy auto companies. What impact will the continuing expansion of this "friends circle" have on Contemporary Amperex Technology and related electric vehicle institutions? 1. Contemporary Amperex Technology has invested in nearly 10 new energy vehicle institutions. Now, coupled with Zhiji Auto, Contemporary Amperex Technology has
A-share market review: Shanghai Composite Index falls below 3,000 points! Weight-loss drugs and water conservancy sectors bucked the trend and rose sharply.
Today, the major A-share indexes continued to fall, and the Shanghai Composite Index fell below 3000 points. At the close, the Shanghai Composite Index fell by 0.24% to 2998 points, the Shenzhen Component Index fell by 0.04%, and the Chinext Price Index fell by 0.39%. Nearly 2700 stocks fell, with a total market turnover of 619.6 billion yuan, a decrease of 104.8 billion yuan from yesterday. This week, the Shanghai Composite Index fell by 1.14%, the Shenzhen Component Index fell by 2.03%, the Chinext Price Index fell by 1.98%, and the CNI 50 fell by 1.93%. On the market, the education sector which saw a big rise yesterday, fell back today with Kingswood Education Technology falling by over 6%; the EDR concept fell with Hangzhou Hopechart IoT Technology Co., Ltd down over 18%; the Chiplet sector also fell.
Financial Morning News: The central bank has once again tightened the offshore market's renminbi liquidity. The amount of A-share buybacks this year has exceeded that of 2023.
New explosive policy in real estate! Government acquisition range expanded to county-level cities, experts say it can achieve a four-in-one effect. On June 20th, the Ministry of Housing and Urban-Rural Development held a video conference on the acquisition of existing commodity housing for use as affordable housing. At the meeting, the Ministry of Housing and Urban-Rural Development clearly stated that all regions should promote the effective acquisition of existing commodity houses for use as affordable housing in counties and cities above the county level. The Ministry of Housing and Urban-Rural Development stated that based on the local real estate market conditions, comprehensive consideration should be given to factors such as the actual demand for affordable housing, the inventory level of the commodity housing market, etc., in accordance with the principle of 'government leadership, market-oriented operation'.
A-share review: New energy stocks explode! Photovoltaics and solid-state batteries have soared, and the non-ferrous metals market continues
On May 29, the three major A-share indices fluctuated and declined. The Shanghai Index rose 0.05% to 3111 points, the Shenzhen Stock Exchange Index rose 0.25%, and the GEM Index rose 0.27%. Over 2,700 shares rose and traded 708.4 billion yuan throughout the day. On the market, the small metals and non-ferrous metals sectors are active; the situation in the Middle East heats up, the gold and precious metals sectors strengthened, and Hunan gold rose and stopped; the photovoltaic equipment sector rose, solid state batteries and other sectors rose, while AIPC, travel hotels, and carbon fiber had the highest gains. In addition, the ST sector fell sharply, and more than 20 stocks including ST Elken fell to a halt; the shipbuilding sector declined, the virtual power plant sector pulled back, and automobile services
A-share review: Shanghai index rose 1.14%! The “national team” took action, and the semiconductor and photoresist sectors exploded
On May 27, the main A-share index fluctuated and weakened in early trading today and pulled up at the end of the session; by the close, the Shanghai index rose 1.14% to 3124 points, the Shenzhen Stock Exchange Index rose 0.88%, and the GEM index rose 0.68%. Nearly 3,400 shares rose, and traded 774.8 billion yuan throughout the day. On the market, the electronic chemicals sector soared in the afternoon, and many stocks such as Yangfan New Materials rose and stopped; the third phase of the National Fund was established; the semiconductor sector strengthened across the board in the afternoon, leading the way in the direction of SMIC concepts and memory chips, etc.; lithography machines and photoresist concepts boosted; and sectors such as virtual power plants, UHV, and shipping ports registered the highest gains. The photovoltaic equipment sector declined, and the chicken concept declined
A-share review: The GEM index fluctuated and closed up 0.88%, and the PV sector stopped rising and stopping at full screen
On May 22, the three major A-share indices rose collectively. The Shanghai Index rose 0.02% to 3158 points, the Shenzhen Stock Exchange Index rose 0.12%, and the GEM Index rose 0.88%. More than 3,100 individual stocks rose in the entire market, with a turnover of 831.2 billion dollars in the Shanghai and Shenzhen markets, an increase of 31.9 billion dollars over the previous trading day. On the market, the photovoltaic sector exploded across the board, leading in the direction of HIT batteries, perovskite batteries, and BC batteries; the real estate sector rose and stopped; the AI PC sector rebounded, and Yingli shares rose and stopped by 20cm; and sectors such as energy efficiency in buildings, glass substrates, and high-speed copper cable connections registered the highest gains. Also, the pet economy sector
When it was first covered, did Goldman Sachs think it could increase by another 50% during the Ningde era?
Goldman Sachs is optimistic about the technological advantages and profitability of the Ningde era, and gives a purchase rating and a target price of 304 yuan. The average annual EPS growth rate in the 2024-2030 era is 26%, of which 21% comes from sales growth and 1% from unit gross profit expansion.
Prodelight --- ICT-Link SIP terminal “Yealink” sales partner case study released
Prodelight <5580> revealed ICT-Link's Yealink introduction and sales partner case study on the 30th. The company provides the cloud telephone system “INNOVERA,” and is taking on the challenge of developing innovative systems. Yealink is a global IP communication equipment manufacturer that focuses on the IP communication area and makes use of high quality, high flexibility, wide compatibility, and speedy specialized technical support. ICT-Link is a good friend
A-share review: Shanghai index fell 0.74%, precious metals sector correction continued, military information technology and education stocks were strong
On April 23, the main A-share index fluctuated and weakened today. By the close, the Shanghai index fell 0.74% to 3021 points, recording 3 consecutive declines; the Shenzhen Stock Exchange Index fell 0.61% to record 4 consecutive declines; and the GEM index rose 0.15%. More than 3,200 shares rose, and full-day transactions of 775.3 billion yuan decreased by 46.7 billion yuan compared to yesterday. On the market, the Ministry of Education announced the first batch of 18 typical examples of “artificial intelligence+higher education” application scenarios. The education sector soared, and Kaiyuan Education rose and stopped by 20cm; the military information technology sector strengthened, and many stocks such as Guangha Communications rose and stopped; the engineering consulting services sector rose, and many stocks such as construction research and design rose and stopped; robots implemented
Everweft Lithium is in the midst of a battery price war, doubling sales and no increase in profits | Insight Research
On the evening of April 18, Everweft Lithium Energy announced its 2023 annual results. The company's battery market share doubled, but it fell into a dilemma where revenue, net profit, and sales volume diverged. In 2023, Everweft Lithium achieved operating income of 48.78 billion yuan, up 32.38% year on year; net profit to mother was 4.05 billion yuan, up 15.42% year on year, of which net profit from the division's business was 3.54 billion yuan, up 30.19% year on year; after deduction, only 2.23% year on year; gross margin reached 17.04%, up 0.61 percentage points year on year; net interest rate reached 9.27%, down 0.84 hundred percent year on year
Lithium prices plummeted, falling out of 19% profit growth in the Ningde era | Insight Research
Q1 In the Ningde era, revenue declined, but profit increased
A-shares opened higher, the GEM index and Shenzhen index rose more than 1%, and treasury bond futures fell across the board
On April 1, A-shares opened higher. The GEM Index rose 1.75%, the Shenzhen Index rose 1.52%, and the Shanghai Index rose 0.77%. Securities, precious metals, quantum technology, etc. had the highest gains, with the three markets of Shanghai, Shenzhen and Beijing rising by nearly 4,000 individual stocks. Treasury bond futures declined across the board. The 30-year main contract fell 0.39%, the 10-year main contract fell 0.20%, the 5-year main contract fell 0.12%, and the 2-year main contract fell 0.03. In terms of market news, the Caixin China Manufacturing Purchasing Managers' Index (PMI) for March released today recorded 51.1, up from 0.2 percentage points in February
Hangzhou Tigermed Consulting Reports FY Results
A-share review: The Shanghai Index rose 0.55%, the AI application side exploded, and the Kimi concept became popular!
On March 20, the main A-share index closed slightly higher today. By the close, the Shanghai index rose 0.55% to 3079 points, the Shenzhen Stock Exchange Index rose 0.21%, and the GEM index rose 0.12%. More than 3,800 shares rose, and traded 1 trillion yuan throughout the day, breaking through trillion yuan for the 3rd day in a row. On the market, Kimi's smart assistant began closed testing. Kimi's concept, AiGC concept, and Sora concept rose and stopped; the low-altitude economy sector rebounded, and Rice Information went up and down in 3 days; the education sector strengthened, and MeiJim rose and stopped; AI mobile phone concept stocks rallied, and Furong Technology continued to rise; the high-voltage fast charging sector fluctuated