Per reporter: Yang Jian Per editor: Peng Shuiping
On July 13, a total of 44 stocks were listed on the Dragon and Tiger List, and Shannon Chuang had the largest daily net purchase amount, reaching 150 million yuan.
In the Dragon and Tiger list, there are 28 stocks involving institutional seats, and the top three net buyers are Shannon Xinchuang, Wanrun Technology, and Intelligent Automatic Control, which are 79.2377 million yuan, 18.62 million yuan and 17.1353 million yuan respectively.
On July 13, 2023, a total of 259 large transactions occurred in Shanghai and Shenzhen, with a total transaction volume of 3.157 billion yuan, involving 125 listed companies.
Xiamen International Trade (600755. SH) said on the investor interactive platform on July 13 that the company operates a silicon metal trading business; Nujiang International Trade Silicon Industry Co., Ltd., a subsidiary of the company, mainly produces silicon metal, which is used in metallurgical industry and chemical industry, and is the raw material of metallurgical silicon and polysilicon.
Capital Online (300846. SZ) said on the investor interactive platform on July 13 that based on the global ring network, Capital Online has built cloud-network integrated cloud computing nodes in more than 10 countries or regions, forming a cloud platform interconnection system in China, the United States, Singapore, Germany, Japan and other parts of the world.
Henggong Precision (301261. SZ) said on the investor interactive platform on July 13 that as a "specialized, specialized and new" small giant enterprise, the company has competitive advantages in terms of product quality and customer costs with its advanced technology, core products and other similar products in the market. From 2020 to 2021, the output growth rate of the domestic casting industry was 4.04%, and the growth rate of the company's continuous casting output was 38.26%, and the company has successfully replaced the core components of existing products.
Victron(688153. SH) said on the investor interactive platform on July 13 that at present, the company's RF power amplifier module products have been applied to Xiaomi, OPPO, vivo and other smartphone brand companies. For the application of specific product models, please refer to the release information of the mobile phone manufacturer.
Yibin Technology(001278. SZ) said on the investor interactive platform on July 13 that the main products of Wuhan Yiyu, a wholly-owned subsidiary that has begun production, are small metal stamping and welding parts, and the company's existing technology, processes, production lines and testing equipment can fully meet its relevant requirements and meet the efficiency and effectiveness principles of all business factors that the company continues to promote.
Dil Laser(300776. SZ) said on the investor interactive platform on July 13 that the company's electroplating process equipment is mainly laser high-precision and ultra-fine graphics equipment, which has been applied to TOPCon\XBC mass production process, and has been delivered to mass production orders so far, and HJT graphics process is also under development.
Sinan Science and Technology(301170. SZ) said on the investor interactive platform on July 13 that the company uses the MES system to digitally manage the production process data of each product, so as to realize automated, flexible, agile and intelligent production, meeting the diversified order needs of customers, and the company's main production line has now obtained provincial intelligent manufacturing workshop certification.
Feikai Materials(300398. SZ) said on the investor interactive platform on July 13 that the company's MUF material products include liquid encapsulation material LMC and GMC granular encapsulation material, the liquid encapsulation material LMC has been mass-produced and formed a small number of sales, and the granule-filled encapsulation material GMC is still in the research and development sample delivery stage.
Fuhanwei(300613. SZ) said on the investor interactive platform on July 13 that in addition to industrial robots that can be applied to high-demand professional scenarios, the company's chips are more widely used in life scenarios: supermarket shelf robots, hotel food delivery robots, family chess robots and other diversified scenarios.
Huichuan Technology(300124. SZ) said on the investor interactive platform on July 13 that the company's six-joint robots are mainly used in energy, electronics and other related industries, and its main competitors in this field are Yaskawa, ABB and so on. Six-joint robot is an important product of the company's industrial robot sector, and will continue to increase the layout
Derun Electronics (002055. SZ) said on the investor interactive platform on July 13 that the company's products mainly include high-speed connectors, new energy integrated vehicle power management systems, automotive wiring harnesses, etc.; The company adheres to the development of the main business, mainly according to the industry development trend and customer needs to continue to upgrade and iterate products and innovative product research and development.
King Kong Solar (SZ 300093, closing price: 26.35 yuan) announced on the evening of July 13 that Gansu King Kong Solar Co., Ltd. deliberated and passed the "Motion on Sun Company Signing Major Contracts and Related Party Transactions for Daily Operations" on July 13, 2023. It is agreed that the company's subordinate company Ouhao New Energy Power (Gansu) Co., Ltd. and Guangdong Zhongliang Construction Engineering Co., Ltd. signed the "HJT Solar Module Purchase and Sales Contract", Ouhao Power intends to sell monocrystalline solar photovoltaic modules to Guangdong Zhongliang, the total contract amount is 348,292,958.00 yuan, if the price of raw materials of the product fluctuates greatly, the specific price of the product shall be separately agreed by the seller and the buyer according to the market price, and the actual settlement shall prevail.
Solar energy (SZ 000591, closing price: 6.82 yuan) announced on the evening of July 13 that the total amount of convertible bonds does not exceed RMB 6.3 billion; the funds raised will be used for investment in the following projects: Chabchar County 250,000 kW / 1 million kWh all-vanadium flow battery energy storage + 1 million kWh market-oriented grid-connected photovoltaic power generation project - the first phase of 300MW project, It is expected to invest 1.52 billion yuan; CECEP Lincheng 260 MW photovoltaic power generation project, which is expected to invest 970 million yuan; CECEP solar energy Jimsar County 150,000 kW "photovoltaic + energy storage" integrated clean energy demonstration project, The estimated investment amount is 380 million yuan; CECEP Yangzhou Zhenwu 150MW fishery-solar complementary power generation project is expected to invest 540 million yuan; CECEP Guanling County Puli Changtian 100MW agricultural photovoltaic power station project is expected to require an investment of 350 million yuan; CECEP Chengheng County Yiyou Yangxiang 100MW agricultural photovoltaic power station project is expected to require an investment of 320 million yuan; CECEP Chengheng County Shuangjiang Yangwei 100MW agricultural photovoltaic power station project is expected to require an investment of 330 million yuan.
Dailer New Materials (SZ 300700, closing price: 22.45 yuan) released a performance forecast on the evening of July 13, and it is expected that the net profit attributable to shareholders of listed companies in the first half of 2023 will be 86 million yuan ~ 92 million yuan, a year-on-year increase of 107.88% ~ 122.39%. The company's net profit in the half year of 2023 increased significantly compared with the same period of the previous year, mainly because the production capacity of the company's main products during the reporting period increased significantly compared with the same period of the previous year, the overall production was fully operated in the second quarter, the production capacity was released steadily and smoothly, and the production and sales volume increased significantly compared with the same period of the previous year; Although the price of the company's main products decreased slightly during the reporting period, under the continuous improvement of various measures such as capacity scale effect, equipment technology and management level, the company's half-year performance still achieved good growth and profitability increased significantly.
Xiangyu Medical (SH 688626, closing price: 45.18 yuan) released a performance forecast on the evening of July 13, and it is expected that the net profit attributable to the owners of the parent company in the half year of 2023 will be 100 million yuan to 110 million yuan, which will increase by 59.9958 million yuan to 69.9958 million yuan compared with the same period of the previous year, an increase of 149.97% to 174.97% year-on-year. The main reason for the change in performance is that the company has always attached importance to the research and development of new products, constantly enriched the rehabilitation product line, while strengthening the layout of the marketing network and the construction of the marketing system, with the removal of factors affecting economic development and the growth of rehabilitation medical market demand, the company's sales orders increased during the reporting period, and drove the rapid growth of the company's net profit.
International Medical (SZ 000516, closing price: 8.88 yuan) released a performance forecast on the evening of July 13, and it is expected that the net profit loss attributable to shareholders of listed companies in the first half of 2023 will be 195 million yuan ~ 225 million yuan. Basic earnings per share loss of 0.1 yuan ~ 0.09 yuan. In the same period of last year, the net profit loss attributable to shareholders of the listed company was about 596 million yuan. Basic earnings per share were a loss of $0.26. The main reason for the change in performance is that during the reporting period, the domestic economy fully recovered, the unfavorable factors affecting the development of the company's medical business in the early stage were gradually eliminated, the relevant market environment was stable and improving, with the company's new campus put into use and new business developed, effectively meeting multi-level and diversified medical needs, driving the rapid increase in business scale, the company achieved a significant year-on-year increase in operating income and net profit. During the reporting period, the overall use of medical beds built by the company was in a stage of steady improvement, and the gross profit margin level was gradually improving, but the scale of operating income could not cover operating costs and period expenses.
Bao New Energy (SZ 000690, closing price: 6.83 yuan) released a performance forecast on the evening of July 13, and it is expected that the net profit attributable to shareholders of listed companies in the first half of 2023 will be 260 million yuan ~ 330 million yuan, a year-on-year increase of 2766.02% ~ 3537.65%; Basic earnings per share are 0.12 yuan ~ 0.15 yuan. The main reasons for the change in performance were the year-on-year increase in electricity consumption of the whole society, and the year-on-year increase in the company's power generation and on-grid electricity; Affected by the decline in coal prices, the operating costs of the company's main power business declined.
360 (SH 601360, closing price: 11.81 yuan) released a performance forecast on the evening of July 13, and it is expected to achieve a net profit attributable to the owner of the parent company of about -230 million yuan in the half year of 2023. The change in performance was mainly due to the impact of the main business. During the reporting period, the company achieved a total operating income of about 4.57 billion yuan, down about 250 million yuan from the same period of the previous year, a year-on-year decrease of about 5.19%, a slight decrease. Compared with the total operating income in the half year of 2022, the decline in operating income in the half year of 2023 was narrower. In the second quarter of 2023, the operating income was about 2.604 billion yuan, a year-on-year increase of 13.32%. The main reason for the decline in total operating income was that the Internet advertising and service business continued its downward trend due to the impact of the industry downturn.
Chuangli Group (SH 603012, closing price: 6.15 yuan) announced on the evening of July 13 that Shanghai Chuangli Group Co., Ltd. intends to sign the "Equity Transfer Agreement" with the counterparty, Shanghai Calcium Crystal New Energy Technology Co., Ltd., and the company will transfer 90% of the equity of Shanghai Jingchuang Shanyue Technology Co., Ltd., a wholly-owned subsidiary, to Shanghai Calcium Crystal, with a transaction amount of RMB 62.019 million.
Cambridge Technology (SH 603083, closing price: 62.2 yuan) released a performance forecast on the evening of July 13, and it is expected that the company's net profit attributable to shareholders of listed companies in the half year of 2023 will turn losses into profits compared with the same period of the previous year. It is expected that the net profit attributable to shareholders of the listed company in the current period will be about 150 million yuan to about 165 million yuan, an increase of about 237 million yuan to about 252 million yuan compared with the same period of the previous year; the change in performance is mainly due to the impact of the main business. Benefiting from the strong demand for communication infrastructure construction and broadband access market at home and abroad, the company's main products have sufficient orders in hand.
(1) As of press time, the three major indexes of U.S. stocks rose together, with Dow futures up 0.18%, S&P 500 futures up 0.30%, and Nasdaq futures up 0.62%.
(2) Tesla (TSLA, stock price $271.99, market value $862.073 billion) has begun discussions with the Indian government to build an investment proposal to build a car factory in the country, with an annual output of up to 500,000 vehicles, and the price of electric vehicles will start at 2 million rupees.
(3) Apple (AAPL, $189.77, market capitalization $2.98 trillion) has once again expanded its self-driving car testing team. According to the California Department of Motor Vehicles, as of July 7, 2023, Apple's self-driving car test team increased to 152 people; Apple's fleet size has stabilized at 66 test vehicles since March.
(4) On July 12, local time, Tesla CEO Elon Musk officially announced the establishment of an xAI artificial intelligence company on Twitter. xAI says the company's goal is to understand the true nature of the universe, and although it is a separate entity, it will have close partnerships with Twitter, Tesla and other companies.
(5) The U.S. Federal Trade Commission (FTC) appealed the acquisition of Activision Blizzard (ATVI, $90, $70.754 billion) by Microsoft (MSFT, $337.2, $2.51 trillion). Earlier this week, a San Francisco court judge rejected the FTC's request for an interim injunction in Microsoft's acquisition of Activision Blizzard, ruling in favor of Microsoft's acquisition of Activision Blizzard.
(6) As of press time, PepsiCo (PEP, stock price of $183.17, market value of $252.352 billion) rose nearly 2% premarket, and the company's net revenue and core earnings per share in the second quarter of this year were higher than market expectations. According to the financial report, the company's second-quarter net revenue was $22.32 billion, compared with the market estimate of $21.71 billion; core earnings per share were $2.09, compared with the market estimate of $1.96.
(7) Meta (META, $309.34, market cap $792.756 billion) is ready to release a commercial version of its AI model, allowing other businesses to build custom software on top of the technology.
(8) A study published in Nature showed that Google's (GOOGL, $118.93, $1.51 trillion) medical-oriented AI model was 92.6% accurate in answering clinical-related questions, slightly lower than the real-life medical experts' correct answers.
(9) Google launched Bard, a chatbot in the European Union and Brazil, and said the tool can now generate responses in more than 40 languages, including Chinese, Hindi and Spanish. The EU is the last region in the world to gain access to Bard.
(10) After almost completely exiting the European equity business, Nomura Holdings (NMR, $3.94, market capitalization $12.010 billion) made a comeback. Simon Yates, the company's global head of equities, said that in addition to the Delta One product, which helps investors track underlying assets in Europe, the Middle East and Africa, the company has returned to the corporate equity derivatives business and launched a debt financing business.
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