A-shares strengthened again today, with the Shenzhen Component Index and ChiNext Index both rising by more than 1%; Hong Kong stocks briefly rose in the afternoon, but their gains narrowed in late trading.
Specifically, the two stock indexes continued yesterday's strong and rose across the board. As of the close, the Shanghai Composite Index rose 0.63% to 3273.33 points, the Shenzhen Component Index rose 1.11% to 11306.53 points, the ChiNext Index rose 1.44% to 2270.06 points, and the Science and Technology Innovation 50 Index rose 1.84%; The total transaction volume of the two cities was 1,067.7 billion yuan, which was roughly the same as yesterday, exceeding trillion yuan for three consecutive days; Northbound funds have actively entered the market for two consecutive days, with a net purchase of about 10.5 billion yuan today, and a cumulative net purchase of nearly 20 billion yuan in the past two days.
A-shares are strong overall, more than 3,000 shares are red, the concept of artificial intelligence is eye-catching, Dingjie Software and Foxit Software "20cm" up limit, Kunlun Wanwei rose nearly 12%, Inspur Information rose nearly 9% and hit a new high, the latest market value of 83.2 billion yuan; The concept of data elements has been raised, and Zhuochuang Information, Yunsai Zhilian, Jiuyuan Yinhai and so on have a price limit; The concept of CPO broke out again, and optical library technology and Zhongji Xuchuang continued to reach new highs; The robot concept continues to be active, with 3 plates in Zhongdaide; The construction sector rose, and China Haicheng and North International rose to the limit. In addition, Hengbo shares, a new stock listed on the ChiNext listed today, closed up 28.3% at 45.75 yuan. It is worth noting that due to the termination of the review of the restructuring matter, the "20cm" drop limit of Dadi Ocean today.
In Hong Kong stocks, the two major stock indexes briefly rose in the afternoon, with the Hang Seng Index returning above 20,000 points, and the Hang Seng Technology Index rising nearly 2% intraday, but both narrowed gains near the end of the day. By the close, the Hang Seng Index was up 1.07% at 20,040.37 points, and the Hang Seng Technology Index was up 0.84% at 4,233.49 points. In terms of individual stocks, MicroPort Robot rose nearly 14%, NIO rose 8.6%, Kingsoft rose nearly 6%, and Xpeng Motors rose more than 4%.
The concept of artificial intelligence is strong
The concept of artificial intelligence (AI) is active again, as of the close, Dingjie Software and Foxit Software "20cm" up limit, Zhongke Information rose by more than 13%, Kunlun Wanwei rose by nearly 12%, Dahua shares rose by about 9%, Inspur Information rose by 8.6%, and the intraday limit was close to a new high; Industrial Fortune Union rose more than 6%, approaching a record high during the session.
Dingjie Software said on the investor interactive platform that the company is a leading enterprise digital integrated solution service provider in China, has integrated relevant artificial intelligence technology into the company's products, and released the Chatfile product based on Dingjie Athena knowledge middle platform and GPT technology to build an enterprise-level knowledge robot, which is in the development and testing stage.
On the news, the Institute of Automation of the Chinese Academy of Sciences released a new generation of artificial intelligence large model developed by the institute - Zidong Taichu 2.0 in Shanghai on the morning of the 16th. Compared with the first generation, the new large model focuses on improving decision-making and judgment capabilities, realizing the leap from perception, cognition to decision-making, and will play a greater role in the fields of medical care, transportation, and industrial production in the future.
In addition, recently, the three places in Beijing, Shanghai and Shenzhen have issued artificial intelligence-related support policies, all focusing on the development of computing power, and the investment in pre-computing infrastructure will increase. At the same time, Beijing also emphasized the localization of artificial intelligence chips. Wanlian Securities believes that under the long-term trend of localization of IT infrastructure, domestic AI chips are expected to be prioritized in the construction of computing power clusters in various places, and it is recommended to pay attention to AI computing power chips and server-related manufacturers. In addition, Shenzhen also proposed to implement the artificial intelligence software application demonstration support plan to encourage the development of AI+ industry applications, which is expected to accelerate the empowerment of thousands of industries by artificial intelligence, and it is recommended to pay attention to leading enterprises with high-quality data accumulation in vertical industries.
The robot concept continues to grow in popularity
The robot concept is strong again, as of the close, Jianke Machinery "20cm" up limit, Paislin, Xinshida, Zhongdaide, Hongya CNC, Hongxun Technology and other up limit, Keli Sensing, Leisai Intelligent rose more than 7%.
It is worth noting that Zhongdaide has been up and down for three consecutive trading days, and the company recently said in an institutional survey that the company's RV reducer and harmonic reducer are currently used in the field of robotics and automation. In terms of categories, the proportion of robots and automation is about 50%. At present, the company's subsidiary, Foshan Zhongda, is carrying out infrastructure work, and it is expected that the plant can be topped out in June. The company plans to carry out the research and development, production and manufacturing of large-size RV reducers in Foshan Zhongda. At the same time, in terms of RV+ servo motor integration products, we continue to maintain research and development and promotion.
The company recently said that the fourth-generation robot control system developed by the company adopts the latest drive and control integrated architecture, as well as the latest version of kinematics and dynamics algorithms, and the performance and reliability have been greatly improved.
On the news, on June 15, Shanghai issued the "Shanghai Three-Year Action Plan for Promoting the High-quality Development of the Manufacturing Industry (2023-2025)", proposing to accelerate the digital transformation of traditional manufacturing and improve the digital competitiveness of the manufacturing industry. Implement the smart factory pilot plan, and build 20 benchmark smart factories and 200 demonstration smart factories. Robots are a key part of the intelligent and digital transformation of the manufacturing industry, and the plan proposes that the density of industrial robots should reach 360 units / 10,000 people, promote traditional manufacturing enterprises to accelerate robot applications, equipment networking and digital connection of production links, and add no less than 20,000 industrial robots and other subdivision goals and requirements.
CITIC Securities pointed out that the increase in the density of industrial robot manufacturing is conducive to increasing the demand for traditional robot parts and components, which is conducive to the development of the industry; The forward-looking layout of humanoid robots and intelligent robots is expected to guide the gathering of talents and accelerate the iterative development of new technologies. Recently, robot-related policies in major cities have been frequent, which is expected to accelerate the development of the robot industry, and it is recommended to pay attention to related machine and parts companies in the field of robotics.
The construction sector pulls up
The construction sector rose strongly today, as of the close, Zhonggong Hi-Tech, Shensanda A, China Haicheng, Zhongtian Hardcover, North International and other limit increases, China Engineering International and China Communications Construction rose more than 6%.
On the news, the fixed asset investment data released by the National Bureau of Statistics yesterday from January to May showed that from January to May, the national fixed asset investment (excluding rural households) completed 18.9 trillion yuan, an increase of 4% year-on-year, and the growth rate narrowed by 0.7pct. From the perspective of investment entities, the growth rate of state-controlled investment accelerated and narrowed, with a year-on-year increase of 8.4% from January to May, and the growth rate narrowed by 1.0pct, and private investment decreased by 0.1% year-on-year from January to May, and the growth rate of private capital investment turned from positive to negative. In terms of infrastructure investment, infrastructure investment (excluding electricity, heat, gas and water production and supply) increased by 7.5% year-on-year.
Guosen Securities said that infrastructure investment grew by 7.5% from January to May, continuing the previous slowdown, energy investment growth expanded to 27.6%, investment growth in water conservancy and transportation continued to slow down, and investment in started projects increased by 46.3% month-on-month, a significant improvement. The phased decline in the growth rate of infrastructure investment has aggravated market concerns, but with the repair of investment in project construction and the acceleration of the issuance of special bonds, infrastructure investment is expected to achieve steady growth throughout the year.
The earth ocean "20cm" fell to the limit
The Earth Ocean (301068) opened sharply lower today, followed by a rapid dive to a stop. As of the close, the stock was reported at 34.69 yuan, with a transaction of about 100 million yuan.
Dadi Ocean announced yesterday evening that the company received the "Announcement on the Results of the 7th Deliberation Meeting of the Shenzhen Stock Exchange M&A and Reorganization Review Committee in 2023" issued by the Restructuring Committee of the Shenzhen Stock Exchange on June 15, and the Restructuring Committee of the Shenzhen Stock Exchange submitted to the company its intention to purchase 100% of the equity of Zhejiang Huge Environment Co., Ltd. by issuing shares; At the same time, the proposed issuance of shares to no more than 35 specific targets to raise supporting funds was deliberated, and the deliberation result was: the transaction did not meet the restructuring conditions and information disclosure requirements.
On the same day, the company received the "Decision on Terminating the Application for Review of Hangzhou Dadi Ocean Environmental Protection Co., Ltd. for Issuance of Shares to Purchase Assets and Raise Supporting Funds" from the Shenzhen Stock Exchange, and decided to terminate the review of the transaction in accordance with the Administrative Measures for the Restructuring of Major Assets of Listed Companies, the Rules for the Review of Major Assets of Listed Companies on the Shenzhen Stock Exchange and other relevant provisions, combined with the deliberation opinions of the M&A and Reorganization Review Committee.
Previously, Dadi Ocean announced that it planned to issue shares to purchase 100% of the equity of Huge Environment with a total transaction price of 910 million yuan, and at the same time, it planned to issue shares to a total of no more than 35 eligible specific objects to raise supporting funds of not more than 560 million yuan.
The Ministry of Finance releases the latest data
On June 16, the Ministry of Finance announced the fiscal revenue and expenditure for May 2023.
1. Revenue and expenditure of the national general public budget
(1) General public budget revenues.
From January to May, the national general public budget revenue was 9,969.2 billion yuan, a year-on-year increase of 14.9%. Among them, the central general public budget revenue was 4,585.1 billion yuan, a year-on-year increase of 13.1%; Local general public budget revenue at this level was 5,384.1 billion yuan, a year-on-year increase of 16.5%. The national tax revenue was 8,477.4 billion yuan, a year-on-year increase of 17%; Non-tax revenue was 1,491.8 billion yuan, a year-on-year increase of 4.5%.
The main tax revenue items are as follows:
1. Domestic value-added tax was 3,208.9 billion yuan, a year-on-year increase of 93.5%.
2. Domestic consumption tax was 709.8 billion yuan, down 16.1% year-on-year.
3. Enterprise income tax was 2,275.9 billion yuan, down 1.9% year-on-year.
4. Individual income tax was 646.1 billion yuan, down 1.5% year-on-year.
5. Value-added tax and consumption tax on imported goods were 762.6 billion yuan, down 10.7% year-on-year. Tariffs were 103.4 billion yuan, down 14.4% year-on-year.
6. Export tax rebates were 801.4 billion yuan, down 5.9% year-on-year.
7. Urban maintenance and construction tax was 236.5 billion yuan, a year-on-year increase of 3.7%.
8. Vehicle purchase tax was 108.7 billion yuan, down 7.6% year-on-year.
9. Stamp duty was RMB184.8 billion, down 14.6% year-on-year. Among them, stamp duty on securities transactions was 89.1 billion yuan, down 36.9% year-on-year.
10. Resource tax was 142.1 billion yuan, down 11.3% year-on-year.
11. Among the land and real estate related taxes, the deed tax was 254.7 billion yuan, a year-on-year increase of 8.8%; land value-added tax was 257.9 billion yuan, down 15.5% year-on-year; real estate tax was 173.7 billion yuan, a year-on-year increase of 7.3%; Cultivated land occupation tax was 52.9 billion yuan, down 11% year-on-year; Urban land use tax was 99.4 billion yuan, down 0.6% year-on-year.
12. Environmental protection tax was 9.9 billion yuan, down 3.1% year-on-year.
13. The total revenue from vehicle and vessel tax, ship tonnage tax, tobacco tax and other taxes totaled 51.5 billion yuan, an increase of 3.5% year-on-year.
(2) General public budget expenditures.
From January to May, the national general public budget expenditure was 104821 billion yuan, a year-on-year increase of 5.8%. Among them, the expenditure of the central general public budget at the same level was 1,309.2 billion yuan, a year-on-year increase of 6.5%; Local general public budget expenditure was 9,172.9 billion yuan, a year-on-year increase of 5.7%.
The main expenditure accounts are as follows:
1. Education expenditure was 1,598.4 billion yuan, a year-on-year increase of 6.8%.
2. Science and technology expenditure was 334.2 billion yuan, a year-on-year increase of 8.6%.
3. Expenditure on cultural tourism, sports and media was 125.7 billion yuan, down 1% year-on-year.
4. Social security and employment expenditure was 1,778 billion yuan, a year-on-year increase of 10%.
5. Health expenditure was 949 billion yuan, a year-on-year increase of 7.4%.
6. The expenditure on energy conservation and environmental protection was 187.5 billion yuan, down 2.4% year-on-year.
7. The expenditure of urban and rural communities was 746.5 billion yuan, a year-on-year increase of 3.5%.
8. The expenditure on agriculture, forestry and water was 736.5 billion yuan, a year-on-year increase of 4.1%.
9. Transportation expenditure was 449.8 billion yuan, down 7% year-on-year.
10. Debt interest payment expenses were 471.8 billion yuan, a year-on-year increase of 6.9%.
2. Budget revenue and expenditure of national government funds
(1) The budget revenue of government funds.
From January to May, the budget revenue of the national government fund was 1,865.7 billion yuan, down 15% year-on-year. In terms of central and local levels, the budget revenue of central government funds was 160.6 billion yuan, a year-on-year increase of 9.4%; The budget revenue of local government funds was 1,705.1 billion yuan, down 16.7% year-on-year, of which the income from the transfer of state-owned land use rights was 1,489.3 billion yuan, down 20% year-on-year.
(2) Budget expenditures of government funds.
From January to May, the budget expenditure of the national government fund was 3,434.3 billion yuan, down 12.7% year-on-year. In terms of central and local levels, the budget expenditure of central government funds at this level was 50.3 billion yuan, down 68.9% year-on-year; The budget expenditure of local government funds was 3,384 billion yuan, down 10.3% year-on-year, of which the expenditure related to the income from the transfer of state-owned land use rights was 1,916 billion yuan, down 18.7% year-on-year.
Bill Gates replied to Huang Xiaoming
On June 16, in a video released by the @Gates Foundation, Huang Xiaoming asked Bill Gates about inequality in all aspects, which hindered the goal of ending AIDS by 2030. How can everyone have equal access to the fruits of scientific progress?
In this regard, Bill Gates said that this is a global challenge. We need more than just new tools, we must work together to ensure that they are applied globally.
Bill Gates said that in the past 20 years we have made progress in some areas, thanks in part to the significant contribution of the Global Fund. Projects supported by the Global Fund have saved more than 50 million lives and are among the best investments the Gates Foundation has made.
The Gates Foundation was founded in 2000 under the direction of Bill Gates and Warren Buffett, and its CEO is Mark Sussman, dedicated to applying human innovative talents to reduce inequalities in health and development.
This week, Bill Gates, co-chairman of the Gates Foundation, visited Beijing and the next day visited the Global Center for Drug Discovery and Discovery to give a speech, during which the Gates Foundation announced that it would donate $50 million to the center for drug development.
Air defense sirens sounded throughout Ukraine Explosions were heard in Kiev
On June 16, local time, air defense sirens sounded throughout Ukraine, and explosions were heard in the capital Kiev.
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