Let's take stock of this week's hot news with Koizumi-san~
Laptop brands began to lock in AI business opportunities
Acer and HP have taken the lead in building AI notebooks, which will drive a new wave of laptop replacement through new AI chips, software applications, and new usage scenarios and experiences. The industry expects that AI notebooks will bring market influence and will begin fermentation as soon as 2024.
l The monthly increase of Chinese medicinal materials is obvious
In previous June, the medicinal herb market was generally in the off-season, but this year it was unusual. The latest comprehensive 200 market price index of Chinese medicinal materials has reached 3570.12, a monthly increase of more than 10%. Among them, angelica has risen by about 60% in the past month, and the market price has exceeded 150 yuan per kilogram.
l The box office sales of Dragon Boat movies increased by more than 3 times year-on-year
According to the data of Lighthouse Professional Edition, as of 15:38 on June 24, the total box office of Dragon Boat movies exceeded 800 million, a year-on-year increase of more than 3 times, "Disappearing Her" and "I Love You! "Transformers: The Rise of the Power Warriors" ranked in the top three at the box office. With the kick-off of the summer file of the film market (June 1 to August 31), the total domestic box office of the summer file in 2023 will exceed 1.5 billion yuan, and more than 80 films have been finalized one after another, which is expected to promote the recovery of the film market. Summer is one of the core schedules of the year-round film market. Looking back on the past few years, the summer file has achieved satisfactory results, with the box office of the summer file exceeding 9 billion yuan in 2022, the box office of the summer file in 2019 reaching 17.6 billion yuan, the box office of the summer file in 2018 being 13.824 billion yuan, and the box office of the summer file in 2017 being 16.3 billion yuan.
l The customer's profit ratio may be included in the sales assessment system
At present, there are top fund companies that have tried to incorporate the "customer profit ratio" into the sales assessment system, and the industry is studying its operability. The customer profit ratio is an absolute return indicator. If it is implemented, then the salesperson will not sell as much as possible, let the basic people trade as much as possible, and may focus on the profitability of the products sold, the turnover rate of the basic people and other factors that affect the final holding results.
l The international gold price has fallen significantly recently
International gold prices retreated in shock, posting their biggest weekly decline in more than 2% in more than four months. According to the industry, gold prices have fallen significantly, with direct pressure coming from a short-term rally in the US dollar. The end of interest rate hikes is inevitable, and the short-term rally of the dollar has limited impact on gold, which still has some attractiveness as part of asset allocation.
l Recently, the interest rate of personal housing mortgage loans in some cities has been adjusted
With the reduction of LPR, the interest rate of personal housing mortgage loans in Beijing, Shanghai, Guangdong, Suzhou and other places has been adjusted accordingly, and the interest rate of first home loans in some cities has been reduced to 3.6%. The industry said that under the prospect of continued moderate price levels, if counter-cyclical regulation and control needs to be further strengthened, there is still room for future policy interest rate cuts.
Nearly 50 listed companies made advance notices for semi-annual reports
Up to now, 49 listed companies have made forecasts for the performance of the 2023 half-year report, and there are more than 40 companies with pre-increase, continued profit, slight increase, and loss reversal. According to the lower limit of the year-on-year growth of net profit, 15 companies are expected to increase their net profit by more than 30% year-on-year in the first half of 2023, and some companies have an amazing growth rate.
The number of IPOs and fundraising in the first half of this year decreased compared with last year
As 2023 approaches the halfway mark, looking at the IPO market, the number of IPOs and the scale of funds raised have declined compared with the same period last year. Since the beginning of this year, a total of 160 new listings have landed in the A-share market, compared with 171 in the same period last year. In terms of fundraising scale, the cumulative amount of new listings raised during the year was RMB196.2 billion, compared with RMB311.9 billion in the same period last year, down more than 37% year-on-year.
l The first batch of China Securities New Central Enterprise Modern Energy ETF has been approved by the China Securities Regulatory Commission
The first batch of CSI SOE Modern Energy ETFs have been approved by the CSRC, including Harvest Fund, Bosera Fund and ICBC Credit Suisse Fund. At present, the upper limit of the issuance of the three CSI new central enterprise modern energy ETFs has not yet been determined, and the issuance period is expected to be in early July.
l The summer vacation is coming, and the popularity of study tours is gradually increasing
More and more study tours are being welcomed by parents and children. According to industry introductions, as early as April and May, some very representative summer parent-child travel projects were sold out early. At present, theme tours, represented by research, are the most popular research products focusing on history and humanities, outdoor nature, science and technology.
l Since the beginning of this year, the fixed increase market has maintained a high degree of activity
During the year, the amount of financing in the private placement market has more than doubled the amount of equity financing. As of June 26, a total of 159 companies have been successfully listed, raising a total of about 195.106 billion yuan in initial offerings. At the same time, 149 listed companies were listed with fixed increase shares, raising a total of 394.723 billion yuan, an increase of 1.36% and 107.03% respectively year-on-year.
l Recently, there has been a "roller coaster" market in the AI sector
Looking forward to the subsequent sector trend, the industry believes that the recent decline of the overall AI sector is mostly based on the event impact, and the overall market has a greater chance of not peaking, and it is recommended to continue to allocate in line with the focus of industrial policies and the driving direction of structural changes in domestic economic development in the medium and long term.
A number of public fund companies have reduced their rates
Recently, a number of public fund companies announced the reduction of other fees such as management fees, custody fees, and sales service fees of their fund products, and many products have experienced multiple rate reductions at the same time. People familiar with the matter said that on the one hand, the fund company's move is to benefit investors and respond to the requirements of high-quality development of the industry, on the other hand, there are also needs for "shell" and "promotion".
l Foreign-funded institutions have a positive attitude towards the research of A-share companies
When the stock market continues to fluctuate, the research of A-share companies by foreign institutions is in full swing. Since May, more than 300 A-share companies have been surveyed by foreign-funded institutions. Among them, 74 are STAR Board companies, accounting for 14% of the number of companies in the sector, compared with ChiNext and Main Board companies accounting for 7% and 5%, STAR Board companies are obviously more favored by foreign institutions.
l A-share ETFs ushered in a large increase in funds
Affected by the market turmoil, the "bottoming" of funds continued to increase, and in less than half a year, more than 100 billion funds have poured into the A-share market through ETFs. New ETFs have contributed more incremental funds to the market, and more and more individual investors and institutional investors prefer index investment. Since the beginning of this year, the total net inflow of A-share ETFs has reached 147.9 billion yuan.
Aspartame may be carcinogenic to humans
Aspartame will be listed as "possibly carcinogenic to humans" by WHO's Cancer Research Agency for the first time in July. Aspartame is used in products such as Coca-Cola diet soda, Mars Extra gum, and some Snapple drinks. However, experts said that there is little impact on sugar-free beverage products, and there are sweeteners such as acesulfame K, neotame, steviol glycosides, and sucralose as alternatives.
l In the first half of the year, the Hong Kong stock refinancing market ushered in an outbreak
As of June 28, 110 Hong Kong listed companies have completed the refinancing of share allotments, and the amount raised has reached HK$47.18 billion, an increase of 36.71% over HK$34.51 billion in the same period last year.
Source: Cai Lian News, CCTV Finance, Economic Daily, Shanghai Securities News, Securities Daily, Securities Times, Economic Information News, China Securities News, China Fund News, Zhongxin Jingwei.
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