It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Zhongfu Shenyang: The industry is in a state of supply and demand imbalance. Carbon fiber products have been applied in the field of industrial robots. | Directly hit the earnings conference
① Zhang Guoliang said that from the current situation, the entire carbon fiber industry is still in a phase of supply and demand imbalance, and the price range of products is also in bottom-shaking operation; ② The company's independent director, Yang Pingbo, added that the company's foreign market revenue in the first half of 2024 was 44.7682 million yuan, a year-on-year growth of over 15%.
Cosco Haite, * ST Zhongfu and other nine companies announced bad news on September 23rd.
1. Wachovia New Materials: shareholders Zhang Shengye and Zhang Chaokai plan to reduce their holdings by no more than 4%, shareholders Zhang Shengye intends to reduce their holdings by no more than 2%, and shareholders Zhang Chaokai plans to reduce their holdings by no more than 2%. two。 Cosco Haite: shareholder Qianhai open source plans to reduce its holdings by no more than 5%, and shareholder Qianhai open source fixed increase 11 asset management plan plans to reduce holdings by no more than 5%. 3. Hanyu Group: 13.28% shareholder verve Trading plans to reduce its stake of not more than 2.75%. Hanyu Group announcement, 13.28% shareholder Shenyun Trading Plan will be delivered 15 times from the date of disclosure of the announcement.
Trading analysis of Jilin chemical fiber on September 14: carbon fiber, viscose staple fiber, double hundred action concept hot stock
Securities Star data Center News, Jilin chemical fiber trading closed, closing price 5.09 yuan. The stock rose by the limit at 13:02, opened the limit 13 times, and closed with a capital of 7.2679 million yuan, accounting for 0.07% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 30.8784 million yuan, the net inflow of hot capital was 81.2056 million yuan, and the net outflow of retail funds was 16.7411 million yuan. In the past 5 days, the capital flow is shown in the following table: the stock is carbon fiber, viscose staple fiber, two hundred action concept hot stocks, the carbon fiber concept rose 2.56% on the day. The investment logic of the stock is as follows: 1.
The announcement of four companies on September 10 was unfavorable: Shandong fiberglass shareholders intend to reduce their shares in the company by no more than 1%.
Shandong fiberglass shareholders plan to reduce their holdings of no more than 1% of the company's shares Shandong fiberglass announcement. Dongfang Bangxin, a shareholder with a 16% stake, plans to reduce its holdings in the company by centralized bidding within 3 months after 15 trading days from the date of disclosure of this announcement. 1% of the total share capital of the company. Zhengfan Technology shareholders plan to reduce their holdings by no more than 11.08 per cent. Zhengfan Technology announcement, Jiaxing Youcai and its concerted action Youcai intend to reduce the number of shares by means of centralized bidding and block trading, that is, no more than 15390000 shares, that is, no more than 6 per cent of the company's total shares. Hengqi of the same family and the same people who act in unison.
Analysis of the limit of high-tech in Wanwei on September 7: Anhui state-owned enterprise reform, biodegradable plastics, state-owned enterprise reform concept hot stock
Securities Star data Center News, Wanwei high-tech trading closed, closing price 9.15 yuan. The stock rose by the limit at 10:01, opened the limit nine times, and closed its closing order with a capital of 6.9377 million yuan, accounting for 0.04% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 163 million yuan, the net inflow of hot capital was 144 million yuan, and the net outflow of retail funds was 68.9554 million yuan. The capital flow in the past five days can be seen in the following table: the stock is Anhui state-owned enterprise reform, biodegradable plastics, and state-owned enterprise reform concept hot stocks. On the same day, Anhui state-owned enterprise reform concept rose 2.51%, degradable plastic concept rose 2.2%.
Analysis of Wanwei's high-tech trading limit on September 2: Anhui state-owned enterprise reform, state-owned enterprise reform, stock brokerage concept hot stock
Securities Star data Center News, Wanwei high-tech trading closed, closing price 7.9 yuan. The stock rose by the daily limit at 10:35, but did not open the limit. The closing capital was 66.2502 million yuan, accounting for 0.44% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 113 million yuan, the net inflow of hot capital was 169 million yuan, and the net outflow of retail funds was 42.6008 million yuan. The capital flow in the past five days can be seen in the following table: the stock is Anhui state-owned enterprise reform, state-owned enterprise reform, and stock brokerage concept hot stocks. On the same day, Anhui state-owned enterprise reform concept rose 2.59%, and state-owned enterprise reform concept rose 1.76%.
Analysis of the daily limit of Shenma shares on September 2nd: nylon (nylon), debt-to-equity swap AMC concept hot stock
Securities Star data Center News, Shenma shares rose the limit to close, closing price 16.78 yuan. The stock rose by the limit at 13:06, opened the limit six times, and closed its closing order with a capital of 14.8433 million yuan, accounting for 0.15% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 48.9163 million yuan, the net inflow of hot capital was 43.8545 million yuan, and the net outflow of retail funds was 11.7138 million yuan. In the past 5 days, the capital flow is shown in the following table: the stock is nylon (nylon), debt-to-equity swap AMC concept hot stock, the same day nylon (nylon) concept rose 2.57%, debt-to-equity swap
Analysis of the daily limit of Haili on September 1: polyester, tire concept hot stock
Securities Star data Center News, Haili closed by the daily limit, closing at 9.57 yuan. The stock rose by the limit at 09:41 and opened the limit three times. The closing capital was 84.5449 million yuan, accounting for 0.92% of its current market value. The stock is polyester, tire concept hot stock, the same day polyester concept rose 1.32%. The investment logic of the unit is as follows: 1. The outstanding products are polyester high-modulus and low-shrinkage filament, polyester seat belt yarn and polyester balloon filament, which have reached the international advanced level and have high technical barriers; it has a complete industrial chain from the production of PET and polyester industrial filament to polyester cord fabric.
The announcement of 12 companies, including SAIC and Baotou Steel, appeared positive on August 26th.
1. SAIC Group: first-half net profit increased by 58.61% compared with the same period last year. SAIC disclosed its semi-annual report that the company's operating income for the first half of 2021 was 356.614 billion yuan, an increase of 29.90% over the same period last year, and its parent net profit was 13.314 billion yuan, an increase of 58.61% over the same period last year. Basic earnings per share is 1.15 yuan. During the reporting period, the recovery effect of the domestic automobile market was obvious, which led to an increase in the company's sales volume compared with the same period last year, while optimizing the production and marketing structure and improving the gross profit level. two。 Baotou Iron and Steel Co., Ltd.: net profit of 2.76 billion yuan in the first half of the year
The announcements of 11 companies, including Foster and Tongwei shares, appeared positive on August 17th.
1. Foster: half-year net profit of 904 million yuan, an increase of 98% over the same period last year. Foster released a semi-annual report for 2021, realizing operating income of 5.716 billion yuan, an increase of 69.29% over the same period last year. Net profit belonging to shareholders of listed companies was 904 million yuan, up 98.08% from the same period last year; net profit belonging to shareholders of listed companies excluding non-recurring profits and losses was 875 million yuan, up 97.81% from the same period last year; and basic earnings per share was 0.98 yuan. two。 Semi-annual report of Tongwei shares: the net profit in the first half of the year was 2.966 billion yuan, an increase of 194% over the same period last year.
Great Wall Motor, Yiwei LiNeng and other seven companies announced positive news on August 9th.
1. Celtic semi-annual report: the first half net profit was 252 million yuan, up 88% from the same period last year. According to the semi-annual report, the operating income in the first half was 2.151 billion yuan, up 10.01% over the same period last year; net profit was 252 million yuan, up 88.42% over the same period last year; and basic earnings per share was 0.35 yuan, up 84.21% over the same period last year. two。 Shagang shares: end the restructuring focus on the first half of the main business deducted non-net profit growth of 140.52% Shagang shares announced the termination of the acquisition of 100% stake in Suzhou Qingfeng and targeted additional issues to raise funds. The company said that the termination of the asset restructuring will not adversely affect the production, operation and financial situation.
Extreme differentiation is coming to an end, and the main line of market style change in the second half of the year has been set!
A shares got off to a good start in August. The volume of the three major stock indexes of the two cities rose sharply across the board, with the turnover exceeding 1.5 trillion yuan. The two cities showed a general upward trend throughout the day, with nearly 3600 stocks floating red. Plate, low-level construction machinery, building materials, liquor stocks and other outstanding performance, high recent rise in the chip, lithium mining stocks have a substantial differentiation. On the disk, salt lake lithium extraction, liquor concept, aero-engine and other top increases, iron and steel, MCU chip, coal concept, such as the decline in the forefront. As of the close, the Prev index rose 1.97% to close at 3464 points, the Shenzhen Composite Index rose 2.25% to close at 14798 points, and the gem index rose 1.55% to close at 3.
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