On May 27, the investment lightning rod: nearly 20 listed companies sold their holdings over the weekend

Finance Associated Press

2024-05-27 08:24Published on the official account of Cailianshe under Shanghai Poster Industry Group

Reading guide:Finance Associated Press invested in lightning rod on May 27,Recently,A-share and overseas market potential risk events are as follows。 Domestic economic information includes: 1) According to the report of the Game Working Committee of the China Audio and Digital Association, the revenue of China's game market in April was 22.432 billion yuan, a decrease of 4.21% from the previous month; 2) According to the Silicon Industry Branch, wafer prices fell by different ranges last week; The company's key concerns include: 1) Zhengwei New Materials is suspected of violating laws and regulations, and the CSRC decided to investigate the company; 2) Chen Fashu, director of Yunnan Baiyao, and others resigned; Overseas market highlights include: 1) gold prices out of the "roller coaster" market, analysts said the market is strongly divided on the future; 2) Boeing's CFO said the company will run out of cash this year and aircraft deliveries will not improve.

Economic information

1. The Game Working Committee of the China Audio and Digital Association released the monthly report on China's game industry in April 2024. In April 2024, the revenue of China's game market was 22.432 billion yuan, down 4.21% month-on-month and 0.27% year-on-year, of which the actual sales revenue of China's mobile game market was 15.905 billion yuan, down 6.18% month-on-month and 1.93% year-on-year, and the actual sales revenue of China's client game market was 564.2 billion yuan, up 2.06% month-on-month and 1.47% year-on-year. The actual sales revenue of China's self-developed games in overseas markets was 1.418 billion US dollars, a decrease of 0.65% month-on-month and a year-on-year increase of 7.03%.

2. According to the Silicon Branch of China Nonferrous Metals Industry Association, the price of silicon wafers fell by different margins last week. Among them, the average transaction price of N-type G10L mono-Si wafers dropped to RMB 1.15/piece, down 7.26% week-on-week. The average transaction price of N-type G12R mono-Si wafers dropped to RMB 1.5/piece, down 12.3% week-on-week. The average transaction price of P-type G12 mono-Si wafers dropped to RMB 1.85/piece, down 2.63% week-on-week. The average trading price of N-type G12 mono-Si wafers was RMB 1.9/piece, down 2.06% week-on-week.

3. A few days ago, there were rumors that Guotai Junan Securities and Haitong Securities would merge, but according to the reporter of the Financial Associated Press, the rumor was untrue. After the regulator proposed to support the leading securities firms to become better and stronger through business innovation, mergers and acquisitions, and build first-class investment banks, speculation about mergers and acquisitions between brokerages has been circulated in the market many times, which is also an important reason for repeated rumors. (Finance Associated Press reporter Lin Jian)

4. Private equity big V frequently "overturned". According to the data, as of May 17, the net value of the product managed by Wu Yuefeng, a big V with nearly 3 million fans and a manager of Jiayue Investment Fund, fell to 0.58 yuan, and the drawdown has exceeded 30% since the beginning of this year. Coincidentally, the products managed by Chen Tonghui, a private equity big V and chairman of Tiangu Assets, also fell into a sharp drawdown, and the net value of some products fell to around 0.3 yuan. (Shanghai Securities News)

Company alerts

1. Zhengwei New Materials: Due to suspicion of violating laws and regulations, the China Securities Regulatory Commission decided to investigate the company.

2. Shanxi coking coal: Wu Huatai, former secretary of the party committee and chairman of Shanxi coking coal group, was investigated.

3. Yunnan Baiyao: Director Chen Fashu and others resigned.

4. Jinlun: Jinlun Holdings intends to reduce its holdings of no more than 3% of the company's shares.

5. Shenglong shares: the controlling shareholder and the person acting in concert plan to reduce the company's shares by no more than 2.96%.

6. Aileda: The deputy general manager plans to reduce his holdings of 87,300 shares of the company.

7. China Micro Corporation: 5 directors, supervisors and senior executives will reduce their holdings of the company by no more than 1,017,100 shares.

8. Hangzhou High-tech: Liaoning Zhongke plans to reduce its holdings of no more than 1% of its shares.

9. An Biping: Shareholders plan to reduce their holdings of no more than 2% of the company's shares.

10. Weide Information: The shareholder Weiteng Partnership intends to reduce its holdings of no more than 0.95% of the shares.

11. Jida Zhengyuan: Some directors and supervisors will reduce their holdings by no more than 84,000 shares in total.

12. Huate Gas: Shareholders plan to reduce their holdings by no more than 2%.

13. Haosen Intelligence: The two shareholders plan to reduce their holdings of the company by no more than 2.39% in total.

14. Fangsheng Pharmaceutical: Symbiotic Investment plans to reduce its holdings of no more than 1.21% of the company's shares.

15. Yawei shares: some directors plan to reduce their holdings of no more than 2.41% of the company's shares in total.

16. SWS: Shareholders intend to reduce their holdings of no more than 0.6% of the company's shares.

17. Maixinlin: Zhihui Zhongan plans to reduce its holdings of no more than 0.626% of its shares.

18. Shanda Diwei: Shareholder China Life Chengda plans to reduce its holdings by no more than 1%.

19. China UAV: Shareholder Chengdu Industrial Investment plans to reduce its holdings of no more than 0.83% of its shares.

20. Huaheng Biological: Ma'anshan Cornerstone plans to reduce its holdings by no more than 2%.

21. Sunshine Novo: Shareholder Liu Yujing plans to reduce his holdings of no more than 1.35% of the shares.

22. Jianye shares: executive Zhang Zhong plans to reduce his holdings by no more than 80,000 shares.

23. Zhongyin Cashmere Industry: There is a risk that the company's shares may be terminated because the stock price is lower than the par value.

24. Zhang Xiaoquan: The controlling shareholder of the company and some of the actual controllers are listed as the persons subject to execution.

25. Zhengzhou Coal and Power: There is still a gap between the relevant coal assets of Zhengzhou Coal Group and the conditions for injection into listed companies.

26. Huafeng Technology: The market environment and industry policies of the connector industry in which the company is located have not undergone major adjustments.

27. King Kong PV: There have been no major changes in the current business situation and internal and external business environment.

28. Anoqi: It has not signed hundreds of millions of orders with NVIDIA, and it is not currently under negotiation.

Overseas early warning

1. According to a report by ABC on May 23, Brian West, chief financial officer of Boeing, said that the company's cash will run out in 2024 and aircraft deliveries will not improve in the second quarter. According to the report, Boeing spent nearly $4 billion (about 29 billion yuan) in cash in the first quarter, and West said that the situation in the second quarter may be similar to the first quarter, or even "it may be worse".

2. Recently, gold prices have come out of the "roller coaster" market. Taking the international gold spot price as an example, the data shows that since the beginning of March this year, the London gold spot price has fluctuated rapidly, with a monthly increase of 9.28% in March. From April 22 to April 30, gold prices began to turn downward, falling by 4.43% in seven trading days. Liu Siyuan, chief analyst of Lingxiu Finance, said that the main reason is the strong disagreement of the market on the future. Recent U.S. economic and employment data have been mixed, causing the Fed to become more cautious about cutting interest rates, and the "window" for interest rate cuts has been repeatedly postponed. The short-term gold bulls took advantage of the Fed's interest rate cut expectations to continue to push gold prices higher, overdrawing the expected increase, resulting in a very sensitive market sentiment. Once the U.S. economic data is not conducive to a rate cut, short-term bulls will quickly cash in their profits and exit the market, causing gold prices to fluctuate sharply. (Securities Daily)

(Finance Associated Press, Zhai Zhehao)

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