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Goldman Sachs raised its 12-month target for the CSI 300 index to 4,100 from 3,900

Goldman Sachs raised its 12-month target for the MSCI China Index to 70 from 60; Raised the 12-month target for the CSI 300 Index from 3,900 to 4,100.

From January to April, China's fiscal revenue was 8,092.6 billion yuan

According to data from the Ministry of Finance, from January to April, the national general public budget revenue was 8,092.6 billion yuan, a year-on-year decrease of 2.7%, after deducting the impact of special factors such as the tax deferred storage of small, medium and micro enterprises in the same period last year, and the tax reduction policy introduced in the middle of last year, the comparable growth rate was about 2%. From January to April, the stamp duty on securities transactions was 33.9 billion yuan, a year-on-year decrease of 52.7%.

The International Criminal Court (ICC) has applied for arrest warrants for the Prime Minister and the Minister of Defence on suspicion of war crimes

The prosecutor of the International Criminal Court applied for arrest warrants on the 20th for Israeli Prime Minister Netanyahu and Defense Minister Gallant on suspicion of war crimes.

SSE: Adjust the margin ratio and price limit of some contracts

The Shanghai Gold Exchange announced that starting from the closing liquidation on May 21, 2024, the margin ratio of Au (T+D), mAu (T+D), Au (T+N1), Au (T+N2), NYAuTN06, NYAuTN12 and other contracts will be adjusted from 9% to 10%, and the price limit will be adjusted from 8% to 9% on the next trading day; The margin ratio of Ag (T+D) contracts will be adjusted from 12% to 13%, and the limit of the price increase and decrease will be adjusted from 11% to 12% on the next trading day.

Chongqing has issued "6 Housing Rules" to support rigid and improved housing demand

The Office of the Chongqing Municipal Leading Group for Promoting the Steady and Healthy Development of the Real Estate Market yesterday issued the "Notice on Supporting the Demand for Rigid and Improved Housing Purchases", which proposes that the commercial housing sold by existing houses will be adjusted from "obtaining the record certificate of the housing sales contract for 2 years and obtaining the real estate ownership certificate before it can be listed and traded" to "it can be listed and re-traded after completing the filing of the online contract for newly built commercial housing and obtaining the real estate ownership certificate".

These announcements cannot be missed

Lehman Optoelectronics: The company's new PM driver glass-based packaging technology cannot be used for semiconductor chip packaging

Lehman Optoelectronics (300162) announced on the evening of May 20 that recently, the concept of glass substrates has attracted the attention of market funds, according to market information, the advanced packaging process adopted by Nvidia GB200 will use glass substrates; In addition, Intel, Samsung, AMD, Apple and other major manufacturers have previously stated that they will introduce or explore glass substrate chip packaging technology. The company has self-examined: the glass substrate packaging technology in the above information refers to the use of glass-based substrates to replace traditional organic polymer substrates for semiconductor chip packaging, which is an application in the field of semiconductor chip packaging. The company's new PM driver glass-based packaging technology is mainly used for Micro LED display panel packaging, not for semiconductor chip packaging, at the same time, the company's PM driver glass-based display product technology and process is constantly improving and improving, and has not yet formed revenue at this stage. Investors are advised to invest rationally and pay attention to the risk of concept speculation.

Hymsing: It has made a major breakthrough in mid-infrared femtosecond laser technology and its key technologies in the field of medical applications

Hymson (688559) announced on the evening of May 20 that the company has recently made a major breakthrough in the key technology of mid-infrared femtosecond laser (the mid-infrared with a wavelength of more than 5 μm is called long-wave infrared in China) and its application in the medical field. The company will strive to complete the clinical trials of related medical device products as soon as possible, and obtain Class II and Class III medical licenses for related products; After obtaining Class II and Class III medical licenses for related medical device products, the company strives to realize the industrialization layout and large-scale production of medical-related industries within three to five years.

Sanchao New Materials: The company's main product structure has not undergone major changes

Sanchao New Materials (300554) disclosed on the evening of May 20 that the company's main products are electroplated diamond wire and diamond grinding wheels, and the product structure has not undergone major changes. After verification, the company, the controlling shareholder and the actual controller do not have any material matters about the company that should be disclosed but have not been disclosed, nor do they have any major matters in the planning stage.

Jinrui Mining: The overall scale and competition pattern of the strontium salt industry have not undergone major changes

Jinrui Mining (600714) issued an announcement on the evening of May 20 on abnormal fluctuations in stock trading, affected by the macroeconomic environment, the strontium salt industry in which the company is located has weakened downstream demand and continued to decline product market prices since the second half of 2022, but the overall scale of the industry and the competition pattern have not undergone major changes. In the first quarter of 2024, the production, sales and sales revenue of strontium carbonate and strontium metal products increased year-on-year, and the net profit attributable to shareholders of listed companies was 2.13 million yuan, a year-on-year decrease of 33.26%.

Huatie emergency: the controlling shareholder plans to change the controlling stake and the stock continues to be suspended

Huatie Emergency (603300) announced on the evening of May 20 that it received a notice from Hu Danfeng, the controlling shareholder of the company, on May 20, 2024, that it is planning a share transfer, and if the matter is finally reached, the company's controlling shareholder will be changed to Hainan Haikong Industrial Investment Co., Ltd., and the actual controller will be changed to the State-owned Assets Supervision and Administration Commission of the People's Government of Hainan Province. Trading in the Company's shares has been suspended since the market opened on May 20, 2024 (Monday) and will continue to be suspended from the market open on May 21, 2024 (Tuesday), and the suspension (cumulative) is expected to last no more than two trading days.

Tongfang shares: It is planned to publicly list and transfer 100% of the equity of one person and one capital

Tongfang Co., Ltd. (600100) announced on the evening of May 20 that the company intends to transfer 100% of the shares of Beijing Yiren Yiben Information Technology Co., Ltd. (hereinafter referred to as "Yiren Yiben") held by the company through public listing on the property rights exchange. The listing price of this transfer is determined on the basis of the appraisal value after the appraisal and filing by CNNC, and the transaction price is finally formed according to the delisting amount reached by the property rights exchange.

(The content of the announcement is excerpted from the company E APP)

What brokers are looking for today

Guotai Jun'an

Real estate: Simply 300 billion yuan of funds for storage, the significance of stabilizing the market is greater, for destocking, a larger amount of funds is needed, or allowing real estate companies to releverage to bring higher currency derivation multiples, looking to the future, the attitude of the policy is more important than the policy itself. If the policy attitude is inflationary destocking, then a new round of policy can still be expected, and if the policy attitude is to stabilize the market and resolve financial risks through destocking, the meaning of holding the bottom line is stronger.

GF Securities

Real estate: This cycle (2022-2026) is expected to have 3 stages, and the "5.17 New Deal" is expected to realize the transition from policy games to volume and price rise (the first stage to the second stage), that is, the stage corresponding to the largest increase in the previous cycle, and it is expected that the valuation repair space before the industry volume and price rise is 1xNAV (1.4xPB). High-quality real estate companies are actively optimizing the value structure, the proportion of new goods has increased, and the bottom of profits may appear before the bottom of prices.

Editor-in-charge: Ye Shuyun Proofreader: Wang Wei

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