At 15:00 Beijing time on May 30, the Shanghai Composite Index closed up 2.76 points, or 0.09%, at 3224.21 points, with a turnover of 376.623 billion yuan; the Shenzhen Component Index closed up 47.46 points, or 0.44%, at 10869.55 points, with a turnover of 556.59 billion yuan; the ChiNext Index closed up 14.76 points, or 0.67%, It closed at 2218.6 points, with a turnover of 273.293 billion yuan, and the CSI 300 closed up 3.81 points, or 0.1%, at 3837.75 points, with a turnover of 244.566 billion yuan.
Individual stocks rose more or less, and more than 2,700 stocks rose in the two markets. The trading volume of Shanghai and Shenzhen today was 933.2 billion, which was 12.4 billion more than the previous trading day. The net inflow of northbound funds on the day was 649 million yuan, of which Shanghai Stock Connect sold 3.187 billion yuan and Shenzhen Stock Connect bought 3.837 billion yuan.
On the market, AI concept stocks broke out across the board in the afternoon, CPO and computing power led the rise, Hongbo shares 4 consecutive boards hit a record high, Jinbaize 20CM4 consecutive boards, wave information up limit; Game and media stocks rebounded, and Yao Kee Technology, Giant Network, and Southern Media rose to the limit. Brain-computer interface concept stocks continued to rise sharply, and Aipeng Medical, Jiahe Intelligence, and Zhongke Information all rose by 20CM. On the downside, pharmaceutical stocks fell into a correction, and Betta Pharmaceuticals was close to the drop limit.
The top five industries were games 3.72%, delivery equipment 2.66%, culture and media 2.44%, Internet services 2.21%, and utilities 2.08%.
The top five industries that fell were biological products -1.28%, chemical pharmaceuticals -0.82%, pesticides and veterinary drugs -0.73%, brewing industry -0.68%, and electronic chemicals -0.63%.
NO.1 Zhang Yuzhuo, director of the State-owned Assets Supervision and Administration Commission of the State Council, went deep into the 38th Research Institute of CETC and the Hefei General Machinery Research Institute of Sinomach Group on May 30 to learn more about the work of enterprise technological innovation, talent incentives, and industrial applications. He pointed out that central enterprises should adhere to scientific and technological self-reliance and self-improvement, give full play to the main role of enterprise scientific and technological innovation, strengthen pragmatic cooperation with enterprises of various ownership systems and scientific research institutions, increase investment in original and leading technology research and development in equipment manufacturing, electronic information and other fields, strengthen industrial common key technology research and development, transformation of scientific and technological achievements and resource sharing, and create a modern industrial cluster led by innovation.
NO.2 The reporter learned that some agents received a notice from domestic airlines that they will reduce the fuel surcharge for passenger transportation on domestic routes in June. This is the third time this year that the fuel surcharge for domestic routes has been reduced. On January 5 and April 5 this year, the fuel surcharge was lowered twice, halving the standard levied at the end of 2022. The adjusted levy standard is as follows: adult passengers: 20 yuan per passenger on routes below 800 kilometers (inclusive), and 30 yuan per passenger on routes over 800 kilometers. This means that the current fuel surcharge collection standard is 10 yuan and 30 yuan lower respectively. (CBN)
NO.3 Shanghai Eastern Airlines Real Estate Co., Ltd. issued the Notice on Suspension of the Opening Sales Lottery Sorting Activity of "Yunjin Oriental Cloud Building" and Subsequent Related Activities. The notice stated that in order to maintain the order of the real estate market and protect the legitimate rights and interests of home buyers, the opening sales lottery ranking activity of "Yunjin Oriental Cloud Building" originally scheduled for 10:00 on June 1, 2023 at the Shanghai Oriental Notary Public Office and subsequent related activities will be suspended. According to the "Yunjin Oriental Cloud Construction Refund Announcement", due to the uncertain time of the lottery selection, the subscriber who needs to withdraw from this subscription activity has the right to request a refund of the subscription fee. The specific refund application operation process can be applied online according to the relevant refund announcement issued by the official WeChat public account "Yunjin Oriental".
NO.4 According to Chinanews.com, the China Academy of Information and Communications Technology and all parties in the industry jointly compiled the "Paper Kite" open artificial intelligence model license, aiming to lay a solid foundation for jointly building a transformative large-model open source project. Guo Xue, director of the open source and software security department of the Cloud Institute of the China Academy of Information and Communications Technology, said that the nature of AI big models determines that open source is the only way to go. In order to give full play to the versatility advantages of large-scale models and promote the real landing of large-scale model technology in the industry, the China Academy of Information and Communications Technology and all parties in the industry jointly prepared the "Paper Kite" open artificial intelligence model license, and the next step will be to release the "Paper Kite Open Artificial Intelligence Model License (Draft for Comments)".
Essence Securities released a research report on May 30, saying that China Merchants Steamship (601872. SH, latest price: $5.78) Buy rating. The reasons for the rating mainly include: 1) China Merchants Steamship takes oil and gas transportation and dry bulk transportation as the dual core, and lays out the development of oil, bulk, gas, vehicle and collection of all formats; 2) The company's VLCC fleet is leading in the world, and the flexibility of oil transportation business is considerable; 3) With the economic recovery of dry bulk transportation business, container transportation has deep barriers to cultivating Asian routes; 4) Ro-ro business exports by automobile, and LNG transportation has broad long-term prospects; 5) The core performance of oil tankers is flexible, the revenue of dry bulk transportation is stable, and the growth of ro-ro LNG is expected. Risk warning: overseas economic recession, oil tanker transportation demand recovery is less than expected; Uncertainties such as geopolitical changes in the Russia-Ukraine conflict have led to the cancellation of extended transportation distances; A large number of new orders were added to the industry, and the delivery of slipways accelerated, and the supply increased more than expected; Assumptions such as freight rates and costs are not as expected.
AI Comments: China Merchants Steamship has received 5 brokerage research reports in the past month, buying 2 and increasing holdings by 3, with an average target price of 9.37 yuan, 3.59 yuan higher than the latest price of 5.78 yuan, and the average target price increase of 62.02%.
Southwest Securities released a research report on May 30, saying that Cobos (603486. SH, latest price: 69.9 yuan) Buy rating. The reasons for rating mainly include: 1) the synergy of the two brands and the continuous optimization of the product structure; 2) Usher in new opportunities overseas; 3) Strengthen channel construction and increase costs; 4) Q1 earnings are under short-term pressure; 5) Strive for offline channel construction; 6) Equity incentives revitalize employees. Risk warning: the risk of fluctuation of raw material prices, the risk of RMB exchange rate fluctuations, and the risk of new product sales not being as expected.
AI Comments: Cobos has received 8 brokerage research reports in the past month, buying 4 and increasing holdings by 2, with an average target price of 85.69 yuan, 15.78 yuan higher than the latest price of 69.9 yuan, and the average target price increase of 22.58%.
Capital Securities released a research report on May 30, saying that it gave Midea Group (000333. SZ, latest price: 52.31 yuan) Buy rating. The reasons for the rating mainly include: 1) operating pressure in 2022, and the performance in 2023Q1 improved month-on-month; 2) The company's profitability has steadily improved; 3) The new round of equity incentives helps the company share benefits with the management. Risk warning: the development of new products is less than expected, the recovery of consumption is less than expected, and the price of raw materials is rising.
AI comments: Midea Group has received 13 brokerage research reports in the past month, buying 10 and increasing holdings by 3, with an average target price of 69.4 yuan, 17.1 yuan higher than the latest price of 52.3 yuan, and the average target price increase of 32.7%.
Zhongtai Securities released a research report on May 30, saying that SMIC (688981. SH, latest price: $52.45) Buy rating. The reasons for the rating mainly include: 1) SMIC is a leading domestic wafer foundry and actively promotes the development of the semiconductor industry; 2) 23Q2 The company showed the dawn of a reversal. Risk warning: the recovery of the economy is less than expected, the follow-up research and development of advanced processes is hindered, and the risk of not updating the use information of research reports in a timely manner.
AI Review: SMIC has received 6 brokerage research reports in the past month and bought 6.
Caitong Securities released a research report on May 30, saying that Zoomlion (000157. SZ, latest price: 6.2 yuan) overweight rating. The reasons for the rating mainly include: 1) more than 30 years of ups and downs, and diversified layouts have helped the company to achieve stability and long-term development; 2) The demand for construction machinery ushered in marginal improvement, and the inflection point of the industry gradually approached; 3) The competitiveness of core products such as lifting machinery and concrete machinery continues to improve; 4) Emerging business and overseas exports have become new engines for the company's performance growth. Risk warning: infrastructure and real estate investment is less than expected, irrational competition in the market, deterioration of overseas trade environment, risk of sharp rise in raw materials and shipping prices, etc.
AI Comments: Zoomlion has received 4 brokerage research reports in the past month, buying 2 and increasing holdings by 2, with an average target price of 7.48 yuan, 1.28 yuan higher than the latest price of 6.2 yuan, and the average target price increase of 20.73%.
Hudian Co., Ltd. (002463. SZ) said on the investor interactive platform on May 30 that some of the company's PCB products are used in the field of graphics cards. At present, the company's operating income exports account for a relatively high proportion, mainly concentrated in the Asia-Pacific region, and the operating income directly exported to the United States in 2022 accounts for less than 5%.
Evergreen Technology (001324. SZ) said on the investor interactive platform on May 30 that the main function of the platform robot still under development by the British subsidiary is to provide consulting services related to the platform, which can automatically move safely in the railway station and interact with customers, including providing consulting services for passengers with mobility and language difficulties, helping passengers get a better riding experience and providing more efficient station management for railway stations.
Optoelectronics(002338. SZ) said on the investor interactive platform on May 30 that a number of ultra-thin, hollow shaft, absolute (or incremental) encoders developed by Yuheng Optics, a subsidiary of the company, have been applied to the field of robotics, with the characteristics of small size, light weight and high precision.
Remote View Technology (002291. SZ) said on the investor interactive platform on May 30 that the company has announced a strategic cooperation with Xiaoice company (formerly Microsoft artificial intelligence Xiaoice team) on May 15, 2023, and will jointly explore comprehensive cooperation in artificial intelligence in live broadcast, short video, live e-commerce, traditional e-commerce, new retail and other fields to achieve long-term win-win results. This cooperation mainly focuses on the co-research of technology products and data resources, jointly R&D and upgrading in the field of live streaming e-commerce, and the launch of artificial intelligence solutions for e-commerce live broadcasting. Up to now, the company's virtual humans have made breakthroughs in interactivity and image actions with the technical blessing of Xiaoice company, and the two sides will continue to optimize and iterate in the future, so that virtual human anchors with mature technology can meet everyone on the platform as soon as possible. In addition, the company has cooperated with the Three Sheep Network at the supply chain level, and the live broadcast direction is carried out according to the opportunity.
Aerospace Changfeng(600855. SH) said on the investor interactive platform on May 30 that brain-computer interfaces have broad application prospects and have made some progress at home and abroad. As the first governing unit of the Brain-Computer Interface Alliance, Aerospace Changfeng will collaborate with other member units to actively participate in the research and development and application of related technologies and promote the integration of technological innovation. The company does not currently have relevant products, please pay attention to the investment risks.
Xingsen Technology (002436. SZ) said on the investor interactive platform on May 30 that the company's FCBGA packaging substrate is a packaging material for AI chips, the FCBGA packaging substrate project is currently under construction, and the Zhuhai FCBGA project has been completed at the end of December 2022 and successfully trial-produced, and is currently in the customer certification stage; The Guangzhou FCBGA project is currently in the plant decoration stage, and it is expected to complete the construction of the production line and start trial production in the fourth quarter of 2023. The company has not cooperated with AMD and NVIDIA at present, but they are our target customers, and we will strive for cooperation in the future.
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