Game stocks were hit by heavy positions again, and the Shanghai Composite Index fluctuated downward to 2,900 points
Every reporter: Liu Mingtao Every editor: Peng Shuiping
As of the close of the morning, the Shanghai Composite Index fell 0.31% to 2,905.79 points, the Shenzhen Component Index fell 0.17% to 9,205.77 points, the ChiNext Index fell 0.2% to 1,822.18 points, the STAR 50 Index fell 0.78% to 836.72 points, and the Beijing Stock Exchange 50 Index rose 3.27%. The market turnover was 401.92 billion yuan.
In terms of liquidity, the central bank carried out 381 billion yuan of 7-day and 90 billion yuan of 14-day reverse repurchase operations, and the winning interest rates were 1.8% and 1.95% respectively. Wind data shows that 184 billion yuan of reverse repurchase expired on the same day, and the net investment in a single day was 287 billion yuan.
Following the large state-owned banks and China Merchants Bank last week, a number of joint-stock banks such as China CITIC Bank, Ping An Bank, China Everbright Bank, Zheshang Bank, Guangfa Bank, and Minsheng Bank have adjusted their listed interest rates, among which the one-year time deposit interest rate has been reduced by 10 basis points, the two-year time deposit rate has been reduced by 20 basis points, the three-year time deposit rate has been generally reduced by 25 basis points (China Everbright Bank has been reduced by 30 basis points), and the five-year time deposit interest rate has been reduced by 25 basis points.
On the news side, the National Energy Administration released data showing that the electricity consumption of the whole society in November was 763 billion kilowatt hours, a year-on-year increase of 11.6%. According to the analysis, due to the influence of strong cold air, it is expected that electricity consumption in December will increase significantly year-on-year and month-on-month, and the peak period of electricity consumption is conducive to the increase of trading electricity prices.
In terms of plates, the concept of superconductivity is strong, Farsheng, Baili Electric have a daily limit, and the national cable testing and western materials have risen sharply. The concept of robots is exerted before noon, Ningbo Dongli daily limit, Fengli Intelligent, Rifa Precision Machinery, Wuzhou Xinchun, Haozhi Electromechanical and so on. The game stocks pulled back again, and Giant Network, Kaiying Network, Youzu Network, Sanqi Mutual Entertainment, etc. fell to the limit.
A few days ago, the First Division of Equipment Industry of the Ministry of Industry and Information Technology issued the "Announcement on the List of Typical Application Scenarios of Additive Manufacturing in 2023". Among them, there are 27 typical application scenarios of additive manufacturing in the industrial field, 11 typical application scenarios of additive manufacturing in the medical field, 3 typical application scenarios of additive manufacturing in the culture and sports fields, and 1 typical application scenario of additive manufacturing in the construction field.
At present, the continental air force is transforming into a strategic air force, and there is a strong demand for fighters and large transport aircraft of more than four generations, while the navy also has a certain demand for military aircraft. In the next 15-20 years, most of the existing old models will be retired, the new generation of advanced models will also be installed on a certain scale, and military aircraft such as transport aircraft, bombers, early warning aircraft and unmanned aerial vehicles will also have a relatively large increase in number and need to be upgraded.
It is understood that in 2023, the aviation industry will solidly promote high-quality development, among which, the aviation industry Chengfei will continue to build an integrated development model of "user + host unit + supporting supplier"; Hafei Aviation Industry Co., Ltd. has received confirmed orders for 40 civil aircraft and achieved the first flight of 2 AC332 scientific research aircraft, making every effort to promote the high-quality development of the civil aircraft industry.
With the continuous increase in the volume of domestic civil aircraft and the rapid development of commercial aerospace, the application demand for 3D printing in the aerospace field is expected to maintain a high boom in the future.
Here, by integrating the latest research report information of a number of brokerages, we bring 4 company profiles to fans and friends, for reference only.
1. Triangular defense
At present, the company has entered the list of suppliers of major OEMs in aviation, aerospace, shipbuilding and other fields, especially in the aviation field, the company's products have been used in a new generation of fighters, a new generation of transport aircraft and a new generation of helicopters, and supply main forgings for various types of domestic aero engines. (Industrial Securities)
2. Parker New Materials
Parker has a wide range of product capabilities, and currently has 1250T, 2000T, 3150T, 3600T, 7000T fast forging machines and other presses, 0.6m, 1.2m, 2.5m, 5m, 8m and 10m and other precision CNC ring rolling machines. The company plans to issue convertible bonds, and the new production line and equipment of the "Aerospace Special Alloy Precision Ring Forging Intelligent Production Line Construction Project" to be invested in will have a higher degree of automation and intelligence, which can further improve the production efficiency of the company's aerospace forgings. (Industrial Securities)
3. Maixinlin
Maixinlin is a professional manufacturer and sales of aircraft core components, the main product categories are engine parts, landing gear parts, medium and large structural parts, precision shell parts and fasteners. The company is committed to promoting the development of the continental aerospace industry with advanced technology, attaches great importance to technology research and development, and the core structural products of aerospace are the company's technical specialization areas. Since its establishment, the company has accumulated rich experience in R&D, production and operation in the aerospace field, and has undertaken the process design and processing and manufacturing of various types of aerospace parts. (Soochow Securities)
4. Longda shares
The company started with alloy pipes, and gradually built a casting superalloy and deformed superalloy production line, to create a domestic first-class superalloy and corrosion-resistant alloy supplier, the long-term vision is to become the global power industry core basic materials supplier. As a domestic superalloy emerging enterprise, the company benefits from the high prosperity of the downstream of the industrial chain, and in addition, with the successive commissioning of fund-raising projects, the company's production capacity and profitability are expected to continue to increase. (Shenwan Hongyuan)
National Business Daily