399852 CSI 1000 Index
- 4413.19
- -55.56-1.24%
[Data Analysis] Gold ETF turnover increased significantly month-on-month, with an institution buying the dip at 0.25 billion in shenzhen huaqiang industry.
① The gold concept stocks rose sharply today, with the trading volume of multiple gold ETFs increasing significantly compared to yesterday, among which the trading volume of gold ETF (159934) increased by 129% compared to the previous day. ② Shenzhen Huaqiang, which hit the limit down at the end of the day, was bought by an institution with a position of 0.25 billion.
Contec Medical Systems: Will increase layout efforts in Africa, and multiple in-vitro diagnostic products are expected to be registered within the year.|Focus on the earnings conference
① The decline in performance in the first half of the year is attributed to a reduction in orders due to downstream customers destocking and a high base from the previous year; ② Currently, bulk production of zirconia ceramic blocks for all-ceramic dentures has been achieved, and multiple ex vivo diagnostic products have entered the late stage of development, with registration expected to be completed within the year; ③ The company has made market breakthroughs in several countries in Africa and will continue to focus on the African market, increasing product distribution and marketing efforts.
Overseas income has been declining year after year, zhejiang orient gene biotech sets up a new subsidiary to seek the Southeast Asian market.
①Zhejiang Orient Gene Biotech expands its wholesale trade business of medical instruments by establishing a new company in the Philippines, and expands its market in Southeast Asia and South Asia. ②Currently, Zhejiang Orient Gene Biotech's key overseas markets are mainly in the Americas and Europe, but in recent years, the revenue from overseas markets has been rapidly declining.
Physical intelligence has become the focus of attention in the field of AI. Humanoid robots are expected to be applied in various industries.
The 2nd China Embodied Intelligence and Humanoid Robot Innovation Development Conference will be held in Guangzhou, China from September 19th to September 20th, 2024. China International Capital Corporation's research reports indicate that the shipment volume of humanoid robots in China is expected to reach 0.35 million units by 2030, with a market space expected to reach 58.1 billion RMB. The 2024-30E CAGR is expected to exceed 250%.
Jiangsu Provincial Data Group unveiled, institutions said that the annual growth rate of the data industry is expected to exceed 20%.
①According to media reports, recently, Jiangsu Data Group Co., Ltd. was established with a registered capital of 3 billion yuan. The company is jointly owned by Jiangsu Communications Holdings Co., Ltd., Jiangsu Broadcasting Cable Information Network Corporation, etc. ②Huachuang Securities analysis said that the development of the data industry has achieved significant results, and the CAGR (Compound Annual Growth Rate) is expected to maintain above 20% in the next few years.
The second largest fine in the payment industry this year has been issued, with Youzan Payment being heavily fined 27.87 million yuan, while Lakala, Du Xiaoman, and others have been "double punished".
The Beijing branch of the People's Bank of China disclosed five penalty orders for payment institutions on September 10th. Among them, Yoozhang Payment was fined 27.87 million yuan, setting the second largest penalty in the payment industry this year, and both former CEOs were fined, which is rare. Experts in the industry say that regulatory oversight is becoming more detailed, with requirements for complete record-keeping from service agreement formats to transaction information. From the perspective of regulatory trends, the dual penalty system for the payment sector is still in effect.
Rui Feng Bank plans to issue 5 billion yuan convertible bonds, which have previously been declared several times without success in a state of breaking the issue price and breaking the net asset value.
After several attempts, Rui Feng Banks has recently re-applied for the issuance of convertible bonds, intending to issue convertible bonds of no more than 5 billion yuan. Since 2023, there has been no new issuance of convertible bonds by commercial banks, and experts believe that this is closely related to the cautious attitude of regulators towards bank refinancing.
CP smart home AI health services will be launched this year. Guangxi Liuyao Group: The new online settlement policy is conducive to improving the current high accounts receivable situation. | Direct hit earnings conference
At the earnings conference, Chairman Zhu Chaoyang of Guangxi Liuyao Group introduced the progress of the company's AI scenario application business. For the high accounts receivable, the company's CFO Zeng Xiangxing stated that the company has adjusted its operational strategy and strengthened the collection efforts. Guangxi Liuyao Group also responded to the slight decline in growth of the pharmaceutical wholesale sector and issues related to the expansion of pharmaceutical new retail business.
Traditional Chinese medicine health products face difficulties in transitioning online. Shouxiangu Pharmaceuticals: Striving to have top anchors promote products during the singles' day sales. | Earnings conference in focus.
①The demand for traditional Chinese medicine health products has not improved; ②Zhejiang Shouxiangu pharmaceutical is promoting singles' day sales through live streaming hosts; ③Multiple measures are taken to maintain product price stability; ④Online transformation still faces certain challenges.
Bio-Thera Solutions, Biogen Publish Phase 3 Clinical Trial Data for TOFIDENCE, An Approved Biosimilar Referencing Tocilizumab In Arthritis Research & Therapy
POET Technologies And Chengdu Insiga Semiconductor Technologies Announced That They Will Develop And Demonstrate Laser Driver And Optical Engine Combinations For 800g And 1.6t Optical Modules
[Data Analysis] Institutions have been buying Baoding Tianwei Baobian Electric for two consecutive days, while powerful speculative capital has invested over 100 million yuan in the rush to buy Tianqi Lithium Corporation.
①State-owned enterprise reform concept stock baoding tianwei baobian electric received institutional buy-in of over 60 million yesterday, and also received institutional buy-in of over 60 million yesterday. ②The lithium battery sector surged. Multiple stocks received buy-in from institutions and retail investors, with tianqi lithium corporation receiving 0.106 billion buy-in from citic sec's Xian Zhuque Avenue business department.
Top oncology conference is coming! Multiple popular anti-cancer drugs will debut, involving these A-share companies.
①The annual meeting of the European Society for Medical Oncology will be held in Barcelona, Spain in 2024; ②At the meeting, Beigene, Jiangsu Hengrui Pharmaceuticals and other listed companies will release the latest data on their oncology drugs; ③In addition, the conference will also discuss cutting-edge topics such as the impact of artificial intelligence on the diagnosis and treatment of tumors.
Tsubota Lab has signed an exclusive implementation license agreement with shenyang xingqi pharmaceutical.
On the 5th, Tobita Lab <4890> announced that they have signed a patent license agreement with China's ophthalmology drug manufacturer Shenyang Xingqi Pharmaceutical (hereinafter referred to as Xingqi) to grant exclusive rights to certain patents in specific regions.
The stock price of Bear Electric Appliance fell due to declining performance, and it has decided not to lower the conversion price of convertible bonds for debt-for-equity swaps. | Quick read announcement
Bear Electric Appliance revealed today in an announcement, announcing no downward revision of the conversion price of "Bear Convertible Bonds". Affected by the overall consumer environment, the fundamentals of Bear Electric Appliance have weakened.
[Data Monitoring] The trading volume of multiple Hong Kong stock ETFs has increased significantly. The "retail investors' stronghold" has dominated the top five buy-ins in Shenzhen Huaqiang for two consecutive days.
Among the top ten ETFs with the highest turnover growth compared to yesterday, 6 of them are Hong Kong stock-related ETFs, among which the Hang Seng Tech Index ETF (513180) has seen a 106% increase in turnover compared to the previous day. Prior to this, the market leader Shenzhen Huaqiang industry has been limit down for 2 consecutive trading days, and during these 2 trading days, the top five buying positions on the Dragon Tiger List were all held by various branches of East Money Information in Lhasa region.
Morgan Stanley Fund: Short-term style will likely continue to switch, focus on opportunities for broad-based indexes such as CSI 1000.
Morgan Stanley Fund stated that domestically, in the short term, there is a high probability of style switching, with small caps likely to outperform large caps, and growth likely to outperform value. Investors can focus on broad-based opportunities such as the CSI 1000 Index.
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).
Second in the annual increase! Shenzhen Huaqiang industry wins another "board", all the way accompanied by funds.
① Shenzhen Huaqiang Industry has accumulated a rise of 242.31% within the year, second only to Dazhong Transportation's 250.84% rise within the year. ② During the rapid rise of Shenzhen Huaqiang's stock price, individual investors have become the main force buying the stock.
The trend of deposit regularization has eased. Executives of Jiangsu Zijin Rural Commercial Bank explain the mid-term dividend distribution plan and will push forward the capital supplementation plan at the opportune time.
① In the short term, the speed of downward interest rate spread has been alleviated, assuming that LPR will not be lowered again, and it is expected to stabilize in the fourth quarter. ② Based on the mid-term operating conditions, we will carry out relevant work on mid-term dividends, coordinate the amount of mid-term and annual dividends, and maintain a reasonable time interval for dividends.