First, good stocks
Hongbo Co., Ltd.: Cooperated with NVIDIA and others to establish the Beijing AI Innovation Empowerment Center
Hongbo Co., Ltd. announced on the evening of August 14 that the company, Zhongheng Culture, NVIDIA and InBev Digital signed a "Cooperation Agreement" on the joint cooperation of Beijing AI Innovation Empowerment Center in Beijing to carry out project construction and operation services in the field of artificial intelligence technology.
Nano Micro Technology: Net profit in the first half of the year was 165 million yuan, an increase of 153.73% year-on-year.
Nano Micro Technology disclosed its semi-annual report on the evening of August 14, and the company's operating income in the half year of 2022 was 294 million yuan, an increase of 77.41% year-on-year; Net profit attributable to the mother was 165 million yuan, an increase of 153.73% year-on-year; Basic earnings per share were RMB0.41.
Kaishan shares: net profit in the first half of the year 231 million yuan, an increase of 53.42% year-on-year
Kaishan co., Ltd. disclosed its semi-annual report on the evening of August 14, and the company's operating income in the half year of 2022 was 1.812 billion yuan, an increase of 1.08% year-on-year; Net profit attributable to the mother was 231 million yuan, an increase of 53.42% year-on-year; Basic earnings per share were RMB0.23.
Shuangcheng Pharmaceutical: Triprilin acetate injection was registered and approved by the State Food and Drug Administration
Shuangcheng Pharmaceutical (002693) announced on the evening of August 14 that the company recently learned from the State Food and Drug Administration that the company's product Triprelin acetate injection (specification 1ml: 0.1mg) has obtained the registration approval of the State Food and Drug Administration. Triprelin acetate injection is suitable for hypopituitar modulation required under infertility treatment (e.g., in vitro insemination (IVF), gamete intrasalping transfer (GIFT), follicle maturation without adjuvant therapy, etc.). Triprelin acetate injection is declared in accordance with the requirements of the new registration classification of chemical drugs of the State Food and Drug Administration and is approved by the first one, which is regarded as passing the consistency evaluation.
Heng Mingda: At present, there are abundant orders in various stages such as research and development, trial production, and mass production
Heng Mingda said on the interactive platform that at present, there are abundant orders in various stages such as research and development, trial production, mass production, etc., covering a variety of product types, the company has been recognized by customers with its own advantages, and the order volume and stand-alone value have increased year by year.
Kexing Pharmaceutical: Human interferon alfa2b spray clinical trial registration application was accepted
Kexing Pharmaceutical (688136) announced on the evening of August 14 that it received the "Notice of Acceptance" of the administrative licensing document of the State Food and Drug Administration, and the company's application for the clinical trial of "human interferon alpha2b spray" has been accepted. Human interferon α2b spray is a 2-class improved new drug independently developed by the company, which is to optimize the dosage form and delivery route of the listed drug, increase the drug concentration of the lesion site through targeted local administration, easy to use and carry, good patient compliance, and obvious clinical advantages. The company's human interferon alfa2b spray is used for the treatment of initial or recurrent skin herpes simplex (oral and genital herpes) caused by a virus.
Grammy: Invest in Indonesia's nickel resources to add 23,000 tons of nickel/year project
Grammy announced on the evening of August 14 that its subsidiary Qingmeibang QMB plans to optimize the design of the original Indonesian nickel resources 50,000 tons / year project, on the basis of the original infrastructure and sites, through design optimization and equipment innovation to add 23,000 tons / year of production capacity, the total capacity of Indonesian nickel resources projects reached 73,000 tons / year capacity.
Second, the positive plate
1, the summer box office has reached 7.5 billion yuan, more than last year's entire series A number of new films are expected to reproduce a small climax
With the eye-catching performance of "Lone Moon", the box office of this year's summer file has reached 7.5 billion and surpassed last year's summer file. A number of film industry insiders told the Financial Associated Press reporter that after the release of "Lone Moon", the summer box office performance exceeded last year's expectations, and the new film reserves in the follow-up film market are sufficient, which is expected to drive the continuous recovery of the film market in this year's National Day file and New Year file.
Positive sector: film and television
Related concept stocks: China Film, Hengdian Film and Television, Cultural Investment Holdings, Wanda Film, Huace Film and Television
2. BYD may supply blade batteries to Tesla Model Y
According to media reports, BYD's blade battery has been delivered to Tesla's Berlin Gigafactory in Germany, and tesla cars equipped with the battery are expected to roll off the production line as soon as 1 month (end of August to early September), and Tesla's Shanghai Gigafactory has no plans to use BYD batteries. The Model Y, which is equipped with BYD batteries, has received type approval from the European Union, which was issued by the Dutch RDW (Dutch Ministry of Transport) on July 1, 2022, according to media reports. In the file, the new Model Y is called the Model 005, with a battery capacity of 55 kWh and a range of 440 km. In June this year, Lian Yubo, executive vice president of BYD and president of the Automotive Engineering Research Institute, revealed in an interview with CGTN that BYD was ready to supply Tesla with batteries.
Positive sector: BYD concept
Related concept stocks: Huafeng Aluminum, Hesheng Shares, Xingyuan Material, Hezhong Technology
3. The sales growth rate of excavators in July turned positive
After 14 months, the sales growth rate of excavators in July turned positive for the first time, and the recovery of the medium and large mining market related to infrastructure, real estate and mining industry was relatively slow, and the recovery of small digging was better. Machinery industry insiders are cautious about the "strong inflection point in the second half of the year", and after the epidemic factor has decreased, the Month-on-Month data in July has indeed improved. Under the low cardinality effect, the year-on-year data in the second half of the year will be better. At present, the pull effect of infrastructure construction is not obvious, and the industry is still in a weak recovery. However, compared with the demand side of the volume is not obvious, the construction machinery industry cost pressure has improved. Wu Jianhua, a construction steel analyst at the Steel Business Group of Shanghai Steel Federation (22.320, 0.04, 0.18%), told the Financial Associated Press that since mid-April, the epidemic has spread to extreme weather such as gradual prevention and control, Fed interest rate hikes, flood season in the south, and high temperatures in the north, steel demand is expected to be disappointed, and spot market prices have fallen back rapidly.
Positive sector: construction machinery
Related concept stocks: Sany Heavy Industry, Hengli Hydraulics, Zoomlion
4. Hainan will temporarily include the first domestic new crown oral drug azifristine tablets into the scope of medical insurance payment
The Hainan Provincial Medical Security Bureau issued a relevant notice on Saturday evening, deciding that from August 9, 2022, the National Health Commission's newly included Azfedine tablets newly included in the diagnosis and treatment plan for the new coronavirus will be temporarily included in the scope of payment of the Hainan Provincial Medical Insurance Fund, and will be implemented in accordance with the Class A drug policy.
Positive sector: COVID-19 treatment
Related concept stocks: China Resources Shuanghe, Fosun Pharma, Xinhua Pharmaceutical, Jingjing Pharmaceutical
5. The Ministry of Water Resources and the China Meteorological Administration jointly issued an orange flash flood disaster meteorological warning
According to the "China Water Conservancy" WeChat public account, the Ministry of Water Resources and the China Meteorological Administration jointly issued an orange flash flood disaster meteorological warning at 18:00 on August 14: It is expected that from 20:00 on August 14 to 20:00 on August 15, there is a greater possibility of flash flood disasters in parts of eastern Liaoning, southern Jilin and western Tibet (yellow warning), of which flash flood disasters in eastern Liaoning and southern Jilin are more likely (orange warning). Other regions may also cause flash floods due to local short-term heavy precipitation, so please pay attention to real-time monitoring, flood prevention early warning and transfer and avoidance.
Positive plate: water conservancy
Related concept stocks: Shandong Luqiao, Guangdong Hydropower, China Power Construction, Shandong Luqiao
6. The Ministry of Agriculture and Rural Affairs sent working groups and scientific and technological teams to guide the prevention of high temperature and drought to protect autumn grain
Since July, most of the south has been hot and precipitation is low, and the hot weather in the south will continue in the next two weeks. The Ministry of Agriculture and Rural Affairs urgently issued a notice to strengthen the deployment, and at the same time dispatched 25 provincial package contact working groups and 12 science and technology teams to key provinces of autumn grain and key areas affected by high temperature and drought to guide the implementation of key measures.
Positive sector: planting
Related concept stocks: Xinsai shares, Shennong Technology, Fengle Seed Industry, Huaying Agriculture, Huamao Shares, Agricultural Development Seed Industry
7, Apple's new generation of products no longer support 3.5mm headphone jack
According to Macrumors, the last 3.5mm headphone jack on iOS and iPadOS devices sold by Apple will be removed later this year when the iPad 10 launches. A rendering my Smart Price got from the accessory manufacturer shows that Apple's 10th-generation "iPad" will feature a slightly thinner new design, flat bezels and a raised rear camera. The report reiterates some of the existing rumors about the iPad 10, including a larger display, USB-C port, A14 bionic chip, 5G support and more. In addition to these design changes, Apple also plans to remove the iPad's 3.5mm headphone jack, which has no signs of such a configuration on the device.
Positive section: wireless headphones
Related concept stocks: LingYizhi Manufacturing, Wanderer, Zhongjing Electronics, Kerui Technology, Victory Precision
8, the meta-universe recruitment tide opened: 5 million high salaries are not unusual Technical talents are the scarcest
Recently, the reporter learned from a number of Internet and game companies that it plans to expand the scale of talent recruitment in the meta-universe in the near future. In terms of salary, industry insiders told reporters that the general fresh graduates can reach about 400,000-500,000 yuan, and the salary of senior engineers with 10 years of experience is about 1 million to 2 million yuan, and it is not unusual for particularly outstanding talents to offer a high salary of 4 million to 5 million yuan. Domestic first-line investment institutions, including Sequoia China and Hillhouse Venture Capital, also revealed to reporters that they have laid out a number of start-ups in the meta-universe field.
Positive plate: metacosm
Related concept stocks: Lianchuang Electronics, Jebsen Shares, BlueFocus, Fengshang Culture, Tianyu Digital
Third, the future market analysis
On Friday, as of the close, the turnover of the two cities reached 999.5 billion yuan throughout the day, a contraction of 67.2 billion yuan from the previous trading day, the Shanghai index fell 0.15%, the Shenzhen component index fell 0.44%, and the ChiNext index fell 1.13%. Northbound funds bought 3.878 billion yuan in net purchases throughout the day, Shanghai Stock Connect net bought 3.023 billion yuan, and Shenzhen Stock Connect net bought 855 million yuan.
On the day, the three major stock indexes pulled back across the board, and the better thing is that they have not effectively fallen below the 5-day moving average, and the short-term rebound structure has not been completely destroyed. Therefore, next Monday, will face the choice of follow-up direction, when the next week can once again put the amount of upward attack and effectively break through the pressure level above, then the subsequent trend of the index is more worth looking forward to, on the contrary, once the continuation of the pullback will once again effectively break the 5-day moving average, then the probability of the index bottoming down again will also increase, then we must pay attention to the corresponding position control, patience and wait for the market risk to be fully released before the low connection.
Bohai Securities believes that the relative ease of overseas pressure this week has brought about the inflow of foreign capital, and the sustainability of foreign capital in the future will have an important impact on the market. In addition, domestic fundamentals are still waiting for incremental changes, next week's economic data will be released, and the economic pressure in July has yet to be verified. At this stage, the market still needs incremental changes in fundamental expectations to break the existing balance, otherwise it is still difficult for the market to break through the pattern of shocks. Changes in the medium-term economic outlook and policy outlook may be the key to the difference in expectations, and the market opportunity remains to be confirmed
In terms of sentiment, Thursday's strong consumer electronics differentiation and the correction of some high stocks, Friday's sentiment showed a volatile downward trend as of the day's close to the downturn.