Issue 364
(8 April 2024)
Harvest Capital and other 4 institutions received a regulatory letter for illegal quotations of new shares
On April 7, the official website of the Shenzhen Stock Exchange issued four regulatory letters, taking written warning measures against four new stock quotation institutions, including Guangdong Tianchuang Private Equity, Beijing Zhuozhi Private Equity, Harvest Capital, and Qianhai Life Insurance. The reasons for the fines of 2 private equity companies, 1 public offering subsidiary and 1 insurance capital all point to the existence of violations such as incomplete internal control system control and execution, insufficient valuation and pricing basis, and imperfect collective decision-making mechanism when participating in the online inquiry of Shenzhen IPO. In addition to the above-mentioned 4 institutions that were taken written warning measures, there are also 2 institutions whose violations are relatively minor, and the Shenzhen Stock Exchange has given verbal warnings.
Top 10 Brokerage Strategies: The Most Important Main Line in April is Determined, "Coal Flying Color Dance" or Repeated?
How to interpret the market after the holiday? The latest strategy of the top ten brokerages is here. Among them, CITIC Securities believes that the market game tends to be complex, and the allocation continues to be biased towards dividends, and it can focus on varieties with stable cash returns; Haitong Securities believes that the white horse sector with low valuation and high performance elasticity is more likely to become the main line, and the white horse attaches importance to the growth of white horses with better sustainability, such as electronics, digital infrastructure, AI applications, and medicine in technology manufacturing; Minsheng Securities believes that there is still a large space for the return of the market value of upstream resources, and copper, coal, precious metals, etc.
The interest rate is 1.75 percent! The central bank has set up a 500 billion yuan re-loan for scientific and technological innovation and technological transformation
News on April 7, the People's Bank of China set up a re-loan for scientific and technological innovation and technological transformation to encourage and guide financial institutions to increase financial support for technology-based small and medium-sized enterprises, technological transformation and equipment renewal projects in key areas.
The reloan amount for scientific and technological innovation and technological transformation is 500 billion yuan, with an interest rate of 1.75% and a term of 1 year, which can be extended twice and each time for a period of 1 year. The recipients include 21 financial institutions, including China Development Bank, policy banks, state-owned commercial banks, Postal Savings Bank of China, and joint-stock commercial banks. [More]
The scale of personal housing loans has shrunk sharply, and the six major banks fell by more than 500 billion last year
As banks enter the 2023 annual report season, the situation of "personal housing loans", which is closely related to the public, has also surfaced. As the main force in the issuance of housing loans, according to the 2023 annual report disclosed by the bank, as of the end of 2023, the total balance of mortgage loans of the six major state-owned banks was about 26 trillion yuan, a decrease of about 500 billion yuan from the end of the previous year.
Among the six major state-owned banks, the balance of personal housing loans of the Agricultural Bank of China fell the most, a decrease of 175.781 billion yuan from the end of the previous year. In addition, as the largest commercial bank in China in terms of housing loans, CCB's personal housing loan balance still ranks first at 6.39 trillion yuan, but it has also decreased year-on-year.
○ Real estate
Beijing real estate "buy one get one free" salesperson: only some properties need to be paid in full
On April 7, the news of "buy one get one free" in a real estate project in Beijing swiped the real estate circle. According to the news, Beijing Tongzhou Merchants Bright A.D. Project opened a buy-one-get-one-free activity during the Qingming holiday, buying a 77-square-meter two-bedroom and getting a 108-square-meter seaview existing house in Yantai for free. In this regard, the real estate sales staff said that the news is true. However, it is limited to some properties and requires full payment.
○ Gold
The discovery of a large-scale gold mine in Qaidam in Qinghai can create a potential economic value of more than 20 billion yuan
"Since 2021, we have made a major breakthrough in prospecting at the Tanjian Mountain and Wulonggou gold mines on the north and south margins of Qaidam in Qinghai Province, adding 43.2 tons of gold resources and creating a potential economic value of more than 20 billion yuan. On April 7, Wang Bin, head of the deep resource prediction research project of large and super-large gold mines in the north and south margins of Qaidam in Qinghai Province, said.
○ Aluminum
Industry insiders: supply shortages support further increases in aluminum prices
According to Li Jiahui, an analyst at Shanghai Nonferrous Metals Network, from the perspective of supply and demand, the supply and demand of domestic electrolytic aluminum will be in a tight balance in 2024. The slowdown in domestic electrolytic aluminum production and supply, as well as the unstable future power supply in Yunnan and other places, will still limit the operating rate of domestic electrolytic aluminum manufacturers, and it is expected that China will still need to import aluminum ingots from overseas in 2024.
In 2023, the total net import of primary aluminum from overseas will reach 1.39 million tons, and it is expected that China will still import a large amount of aluminum metal from Russia in 2024 under the condition of the transformation of overseas trade pattern. From the demand side, Li Jiahui expects that there will still be an increase in demand for aluminum in the domestic photovoltaic and new energy sectors in 2024, which can cover the reduction in aluminum demand for real estate. Under the fundamentals of tight balance between supply and demand, aluminum prices will still have strong support in 2024.
○ Low-altitude economy
EHang EH216-S obtains production license and becomes the world's first fully certified eVTOL aircraft
On April 7, the Civil Aviation Administration of China (CAAC) issued a production license for EHang's EH216-S unmanned manned aircraft system in Guangzhou. The reporter noted that the aircraft from production to commercial operation requires a total of three types of certificates, namely type certificate (TC), airworthiness certificate (AC), production license (PC), last year EH216-S has obtained the type certificate and standard airworthiness certificate.
The issuance of this production license means that the EH216-S has become the world's first manned unmanned eVTOL (electric vertical take-off and landing) model to obtain the "three major passes" for airworthiness, and has the qualification for mass production, laying the foundation for large-scale commercial operation in an all-round way. Earlier, EH216-S has been on sale on Taobao at a price of 2.39 million yuan.
○ Henan
Jiaozuo Wanfang: up 21.71% in the past 3 trading days
On the evening of April 7, Jiaozuo Wanfang announced that the company's stock trading price has deviated from the closing price by more than 20% in three consecutive trading days. There is no need to correct or supplement the information disclosed by the company in the early stage. In addition, after inquiry, shareholder Ansheng Holdings has increased its holdings of 59.61 million shares of the company from March 11 to April 2, accounting for 5% of the total share capital.
Polyfluorine: Zhongning Silicon Industry, a holding subsidiary, plans to apply for listing on the New Third Board
On April 7, Polyfluoride announced that Zhejiang Zhongning Silicon Industry Co., Ltd., a subsidiary of the company, intends to apply for listing on the New Third Board. As of December 31, 2023, Zhongning Silicon Industry has total assets of 1.902 billion yuan, total liabilities of 385 million yuan, operating income of 820 million yuan and net profit of 300 million yuan in 2023.
Zhongjing Food's Shanghai scallion oil was counterfeited, and the company has filed a lawsuit
On April 7, Zhongjing Food issued a statement saying that recently, it was found that infringing goods counterfeiting the registered trademark and design of "Zhongjing Shanghai Scallion Oil" and stealing the pictures and videos of Zhongjing Food's official flagship store and buyer show were on sale on Pinduoduo, Douyin, Taobao and other platform stores, and they were shoddy, or even incorrect. Such behaviors cause consumers to misidentify and purchase, damage the interests of consumers, and seriously infringe on the legitimate rights and interests of the company. In response to the relevant infringements, the company has taken necessary measures such as filing a lawsuit with the court to protect its rights in accordance with the law.
○ Domestic
The actual controller of the 17 billion robot concept stock was placed in lien
On April 7, Ruichuang Micro-Nano announced that it received the "Notice of Retention in Custody" and "Notice of Case Filing" issued by the State Supervision Commission on April 4, and implemented retention in custody on Ma Hong, the actual controller, chairman and general manager of the company. At present, the company's production and operation are normal.
Yangpu Medical: Deng Guanhua, chairman and general manager, was placed on file for investigation and placed in detention
On April 7, Yangpu Medical announced that it had recently received the "Notice of Case Filing" and "Notice of Retention in Custody" issued by the Guangdong Provincial Supervision Commission, and Deng Guanhua, chairman and general manager of the company, was placed on file for investigation and retention in custody on suspicion of violating discipline and law.
268 institutions surveyed in one day! 160 billion yuan of leading fire
Choice data shows that many institutional investors are still busy on the road of research before the holiday. As of press time, 155 A-share companies have disclosed their harvest surveys. In terms of popularity research targets, more than 10 companies such as BOE A, Huayang Group, Tebao Biotech, Capchem, Desay SV, and Yunnan Baiyao have received more than 100 institutions. Among them, BOE A, the leading semiconductor display, is the most favored. On April 2, a total of 268 institutions investigated BOE A. In the fourth quarter of last year, Gao Yi Assets, China Asset Management, and E Fund all appeared on the research list.
Fangda Special Steel "speculated in stocks", with a floating loss of 120 million yuan in the first quarter!
Fangda Special Steel announced on the evening of April 7 that the board of directors previously deliberated and passed the proposal that the company intends to use no more than 430 million yuan (RMB, the same below) of idle own funds to entrust CITIC Trust to entrust financial management, and set up a trust project of "Fangda Special Steel QDII Trust Investment Project 202201 Period", and finally intends to invest in H shares issued by Sunshine Insurance.
In the first quarter of 2024, the H-share stock price of Sunshine Insurance fluctuated greatly. As the most important underlying asset of the trust, the fluctuation of the H-share stock price of Sunshine Insurance has caused the net value fluctuation of the trust product, with a net value change of -120 million yuan (unaudited), which is expected to have a greater impact on the company's attributable net profit in the first quarter of 2024.
Shimao Group: China Construction Bank (Asia) filed a winding-up petition against the company
On April 8, Shimao Group announced on the Hong Kong Stock Exchange that China Construction Bank (Asia) Corporation Limited filed a winding-up petition against the Company with the High Court of the Hong Kong Special Administrative Region on April 5, 2024, involving financial obligations amounting to approximately HK$1,579.5 million. According to the announcement, Shimao Group believes that the petition does not represent the common interests of the company's overseas creditors and other related parties. In order to protect the interests of its related parties, the Company will vigorously oppose the petition and continue to move forward with the offshore debt restructuring to maximize the value of its related parties.
SAIC Motor received 26.5 billion rubles for the transfer of shares in MG India
Following the signing of a strategic cooperation agreement with Indian steel giant JSW Group at the end of last year, SAIC Motor announced on April 7 that SAIC Motor had received 26.5 billion rupees (about 2.3 billion yuan) from JSW for the equity transfer. For the equity ratio that the market is particularly concerned about, SAIC said that after the completion of the premium transfer of equity and capital increase, SAIC will still retain 49% of MG India's equity and a higher proportion of voting rights, so SAIC is expected to increase net profit by 50~7 billion yuan.
The strategic cooperation between Lenovo and JD.com has been comprehensively upgraded with a three-year sales target of 120 billion
On April 7, Lenovo and JD.com signed a new strategic cooperation agreement, under which the two parties will closely follow the industrial opportunities brought by large models and generative AI technology, deepen cooperation in AI marketing, intelligent supply chain, AI services, and AI technology integration, and work together to provide full-stack AI products, solutions and services for a wider range of consumer users and government and enterprise customers. The two parties have clarified Lenovo's goal of selling 120 billion yuan in JD.com's omni-channel in the next three years, and will be each other's first AI PC pioneer partners to jointly build an AI terminal industry ecology and accelerate the implementation of AI devices such as AI PCs.
ST Daji: The actual controller was officially changed to the All-China Federation of Supply and Marketing Cooperatives
On April 7, ST Daji announced that the company received the "Securities Transfer Registration Confirmation" sent by the Shenzhen Branch of China Securities Depository and Clearing Co., Ltd. on April 3, confirming that the transfer procedures for industrial investors to subscribe for 2.6 billion shares of converted shares were completed on April 2. After the transfer of the shares subscribed by the industrial investors, the voting shares of the listed company actually at the disposal of Zhonghe Rural Credit and its concerted actors are enough to have a significant impact on the resolution of the company's general meeting of shareholders, and Zhonghe Rural Credit is the controlling shareholder of the company, and the actual controller of the company is changed to the All-China Federation of Supply and Marketing Cooperatives.
Inspur Information released the world's first single-storage 16-node SAP HANA cluster solution
On April 7, the reporter learned from Inspur Information that Inspur Information recently successfully realized and launched the world's first SAP HANA cluster solution that can support 16 nodes with a single storage, and the maximum number of server nodes that can support HANA clusters has been doubled, thereby greatly improving the performance of business intelligence computing power, and creating large-scale, easily scalable, and highly stable business data processing capabilities for enterprises with the best performance and cost.
Kehua Data: A wholly-owned subsidiary signed a framework agreement on computing power cooperation services
On April 7, Kehua Data announced that its wholly-owned subsidiary, Shanghai Kezhong, and Shanghai Beftin recently signed the "Computing Power Cooperation Service Framework Agreement". Since this agreement is an intentional framework agreement, it does not involve related party transactions, and does not constitute a major asset restructuring as stipulated in the Administrative Measures for Material Asset Restructuring of Listed Companies, and does not need to be submitted to the board of directors and the general meeting of shareholders for deliberation.
Adoption of shares: The U.S. FDA announced an import alert for its wholly-owned subsidiary
On April 7, the adoption of shares was announced, and on April 3, the U.S. FDA announced that it had issued an import alert to its wholly-owned subsidiary, Adopt Medical, saying that it did not meet the requirements of the device quality system to prevent plastic syringe products from entering the United States. The import alert will result in medical devices that are subject to medical treatment being detained by U.S. Customs without inspection, resulting in some medical syringe products temporarily unable to enter the U.S. market. Although the above information is public information on the FDA official website, this information will have a significant impact on the company's operations, and the company believes that it is necessary to remind investors of the above information in order to fully protect investors' right to know.
Linyang Energy: Pre-won the bid for about 322 million yuan of State Grid procurement project
On April 7, Linyang Energy announced that on April 7, 2024, the State Grid Corporation of China announced on the e-commerce platform (ECP) of the State Grid Corporation of China the "Announcement of the Winning Candidates Recommended by the State Grid Corporation of China in the 15th Batch of Procurement (the First Bidding and Procurement of Metering Equipment for Marketing Projects)", and the company was the winning candidate recommended by the bid evaluation committee of the State Grid Corporation of China. According to the number of pre-winning bids and quotation calculations, it is estimated that the total amount of the company's winning bids is about 322 million yuan.
Baike Biotechnology: Net profit in the first quarter is expected to increase by 199.22% to 253.63% year-on-year
On April 7, Baike Biotechnology announced that it is expected to have a net profit of 55 million yuan to 65 million yuan in the first quarter, an increase of 199.22% to 253.63% year-on-year. During the reporting period, compared with the same period last year, new live attenuated herpes zoster vaccine products were added, which enriched the company's vaccine types and promoted the company's overall revenue increase.
Three Gorges Energy: Total power generation in the first quarter increased by 28.69% year-on-year
On April 7, Three Gorges Energy announced that according to the company's preliminary statistics, as of March 31, 2024, the company's total power generation in the first quarter of 2024 was 17.735 billion kWh, an increase of 28.69% over the same period last year. Among them, wind power generated 12.02 billion kWh, an increase of 16.33% over the same period of last year (onshore wind power completed power generation of 7.508 billion kWh, an increase of 11.44% over the same period of last year, and offshore wind power completed power generation of 4.512 billion kWh, an increase of 25.47% over the same period of last year).
When you suffer a loss in trading, you must not gamble to increase your weight in order to spread the cost.
—William Gann
责编:史健 | 审核:李震 | 监审:万军伟
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