1. Shanghai Stock Exchange: Recent reports about "the exchange guiding securities firms, funds and other market institutions" are not true
Recently, some media reported that "domestic exchange windows guide brokerage and fund transactions". In this regard, the Shanghai Stock Exchange said that we are concerned about recent reports about the exchange's guidance to securities firms, funds and other market institutions, which is not true. SSE has always adhered to the policy of "building systems, non-intervention, and zero tolerance", adhered to the principles of marketization and rule of law, deepened the reform of the capital market, and gave full play to the role of the market's self-balancing and self-regulation mechanism to promote the smooth operation of the market. SSE will continue to perform its regulatory duties in strict compliance with laws and regulations, and unswervingly promote the healthy development of the capital market.
2. Shenzhen Stock Exchange: No window guidance to securities companies and funds
Some media reported that "domestic exchange windows guide brokerage and fund transactions". The Shenzhen Stock Exchange replied that the news was not true, and the Shenzhen Stock Exchange did not provide window guidance to securities companies and funds. SZSE adheres to the policy of "building systems, non-intervention, and zero tolerance", follows the principles of marketization and rule of law, strictly performs regulatory duties in accordance with laws and regulations, does not interfere in normal market trading behavior, and maintains the stable and healthy development of the market
3. Foreign capital is firmly optimistic about A shares! The latest positions of top institutions are exposed
Recently, the shareholding data disclosed by A-share listed companies showed that foreign-funded institutions such as UBS and JPMorgan Chase entered many new positions in the third quarter, and Norges Bank and Goldman Sachs Group increased their holdings of some of their holdings. On the whole, foreign-funded institutions increased their holdings of A shares with "real money and silver", mainly in new energy, consumption and other sectors. Comment: Foreign capital is the master of not seeing rabbits and not scattering eagles, and after the valuation of A-shares comes down, it will naturally increase its position.
4. Kelley: Net profit in the first three quarters is expected to increase by about 290% year-on-year
Kelleying announced that the company is expected to achieve a cumulative operating income of about 7.8 billion yuan in the first three quarters, a year-on-year increase of more than 165%; The net profit attributable to shareholders of listed companies was about 2.7 billion yuan, a year-on-year increase of about 290%. Comment: Clarion's Q2 net profit was 1.241 billion yuan, based on which it is expected to be 960 million yuan in Q3, down 22% from the previous month. Because of the decoupling policy of the United States, the performance of CXO companies (especially those that have received more overseas orders before) is also expected.
5. Liquor third quarter report inventory: Moutai Hao earned 44.4 billion Shuijingfang Q3 soared by more than 100 times compared with the previous month
Kweichow Moutai led Luzhou Laojiao, Shanxi Fenjiu, Gujing Gongjiu, Jinshiyuan, Shuijingfang, Laobaiganjiu and other liquor companies issued announcements on the pre-increase in net profit in the first three quarters, but the overall Q3 net profit performance diverged from the previous month, of which Shuijingfang soared more than 100 times to win the crown.
6. Japan intervened in the foreign exchange market on Friday or launched an economic stimulus plan of more than 20 trillion yen
Japan's finance ministry intervened in multiple stages after the yen hit a 32-year low of 151.94 against the dollar, which intervened in the foreign exchange market on Friday to buy the yen. Japan's government, ruling coalition is considering state spending of more than 20 trillion yen ($133.3 billion) to fund the stimulus package, Japan's Kyodo News Agency reported on Friday. Japan plans to get cabinet approval for an economic stimulus spending package on October 28. Comment: The operation of the Federal Reserve has caused the yen and the pound to fall incessantly, and in order to avoid a pound-like crisis, Japan can only resist and intervene in the foreign exchange market.
7. German Chancellor Scholz: will visit China next month
According to the Global Times, German Chancellor Scholz announced after the EU summit on the 21st that he would lead a government delegation to visit China next month. This is the first EU leader to visit China since November 2019. Scholz would lead a delegation of business leaders to China, but he declined to confirm whether he would go with French President Emmanuel Macron. A spokesman for the German Chancellery said the visit would take place in early November.
Market strategy
On Friday, all stock indexes fluctuated, with the Shanghai index and the CSI 1000 index closing slightly higher. The Fed signaled a slowdown in rate hikes, and may raise rates by only 50 basis points in December. Spurred on by this news, U.S. stocks rebounded sharply. A-shares are also expected to follow the rebound at the beginning of the week, but the strength and sustainability remain to be seen. The Shanghai 50 index hit a new intraday low, continuing to be weaker than the small and mid-cap stock index, you can pay attention to whether it can "counterattack" this week.
Theme Nuggets
Copper: Trafigura Group, one of the world's largest commodity traders, has warned that global copper stocks have fallen to dangerously low levels: they may only be enough for global consumption for 2.7 days. Although some market participants are still concerned about the impact of global macroeconomic headwinds on copper demand, in fact, copper demand in China and Europe, driven by infrastructure and electric vehicles, photovoltaics, etc., remains strong. Looking ahead, Trafigura and a number of major metals companies expect copper prices to continue to be supported by supply shortages. In addition, according to Spanish media reports, Manuel Reguero, president of the Spanish Society of Geologists, said that the global production of copper is 25 million tons, and the current global copper gap is 12%, and the forecast is not optimistic. Experts predict that by 2035, this proportion will rise to 25%, and to avoid this and meet the full demand of the people, "25 mines of the same size as those in the world must be developed".
Target: Yunnan Copper (000878), Zijin Mining (601899)
Industrial Internet: Recently, the State Administration for Market Regulation (Standardization Administration of the People's Republic of China) issued the National Standards Announcement of the People's Republic of China No. 13 in 2022, approving GB/T41870-2022 "Industrial Internet Platform Enterprise Application Level and Performance Evaluation" and GB/T23031.1-2022 "Industrial Internet Platform Application Implementation Guide Part 1: General Provisions" two national standards officially released, which is the first batch of national standards released in the field of industrial Internet platforms in the mainland. It is of great significance to the standardization of industrial Internet platforms in the mainland.
Target: Dongtu Technology (300353), Sai Yi Information (300687)
Pork: According to Xinmu.com, the national pig slaughter price was 14 yuan / kg in the week ending October 21, up about 17% from the same period last month. According to data from Boya Hexun, the current profit of purchased piglet breeding is 1213 yuan / head, a new high since August 2020; The profit of pig breeding since breeding was 1228 yuan / head, a new high since the second quarter of 2021.
Subject: Makihara (002714), Wen (300498)
【Major matters】
Zhengye Technology 300410: It is planned to invest 5 billion yuan in the construction of photovoltaic modules and heterojunction photovoltaic cell production base projects
China Energy Construction 601868: It is planning a non-public offering of A-shares of no more than 15 billion yuan
Lily 603823: It is planned to raise no more than 1.177 billion yuan from the actual controller to invest in lithium iron phosphate and battery-grade lithium carbonate and other projects
Dongbai Group 600693: It is planning a non-public offering of no more than 1 billion yuan
TF Securities 601162: The controlling shareholder and actual controller of the company intend to change
CITIC Securities 600030: The scale of equity financing ranked first in the world in the first three quarters
China Merchants Steamship 601872: It has started to transform some ships and put them into foreign trade ro-ro services
Baofeng Energy 600989: The controlling shareholder and the actual controller voluntarily extended the lifting of the restricted shares held
Hengrui Pharmaceutical 600276: The company's drugs are planned to be included in breakthrough therapeutic varieties
Lixing 300421: Plans to build a new precision rolling element production base in Mexico
Xingfa Group 600141: Production of subsidiary production facilities resumed
【Performance Express】
Rongjie shares 002192: net profit in the first three quarters was 1.255 billion yuan, a year-on-year increase of 4533%
China Mineral Resources 002738: net profit in the first three quarters was 2.051 billion yuan, a year-on-year increase of 578.53%
Corun 600478: Net profit in the first three quarters is expected to increase by 323% year-on-year
Kelleying 002821: The net profit in the first three quarters is expected to be 2.7 billion yuan, an increase of about 290% over the same period last year.
Otway 688516: net profit in the first three quarters of 474 million yuan, a year-on-year increase of 108.21%
Luoyang Molybdenum Industry 603993: net profit in the first three quarters was 5.306 billion yuan, a year-on-year increase of 49.12%
Tiannai Technology 688116: net profit in the first three quarters was 328 million yuan, a year-on-year increase of 60.94%
Petrochemical Oil Services 600871: New contracts signed in the first three quarters were 65.42 billion yuan, a year-on-year increase of 11.8%
Power production and financing 000958: net profit in the first three quarters increased by 8.59% year-on-year, and it is planned to be 10 pai 0.6 yuan
Dangsheng Technology 300073: net profit in the first three quarters was 1.478 billion yuan, a year-on-year increase of 103.18%
Shengtian Network 300494: net profit in the first three quarters was 190 million yuan, a year-on-year increase of 71.37%
Nanshan Aluminum 600219: 2 million tons of alumina project put into production, net profit in the first three quarters increased by 10% to 20%
【Repurchase Increase】
Yunda shares 002120: It is proposed to repurchase shares for no more than 100 million yuan
Yahua Group 002497: It intends to buy back shares for 200 million to 300 million yuan
Chenguang 603899: The actual controller proposed to buy back shares for 150 million yuan to 300 million yuan
Weiming Environmental Protection 603568: The actual controller intends to increase his shareholding of the company by 100 million yuan to 200 million yuan
Baoming Technology 002992: The actual controller intends to increase his holdings of the company's shares by 5 million yuan to 10 million yuan
【Other matters】
CNOOC 601808: Signed a number of long-term contracts for drilling platform services with an amount of about 14 billion yuan
Neusoft 600718: Signed a supply contract of 133 million yuan with Shenyang Metro
Metro Design 003013: Joint pre-won bid for a survey and design project of 926 million yuan
Potassium International 000893: Signed a framework agreement on potash supply and marketing cooperation
Trading tips
【IPO Application】
1. Huasha Ophthalmology (GEM)
Subscription code: 301267
Stock symbol: 301267
Issue price: 50.88
Issue P/E ratio: 62.63
Application Rating: Recommended for subscription
2. Xinling Electric (GEM)
Subscription code: 301388
Stock code: 301388
Issue price: 25.88
Issue P/E ratio: 37.86
Application rating: Subscribe carefully
【Convertible Bond Application】
Yirui transferred debt 118025
Interest yuan to debt 118026
Guanyu transferred debt 118024
【Suspension and resumption of trading】
Shandong Huapeng: The controlling shareholder intends to change to Haike Holdings and resume trading from the 24th
【Restricted sale and unbanned】
This article originated from the financial community