1. Important Information
1. According to the monitoring of the Price Monitoring Center of the National Development and Reform Commission, the international oil price fell during the current round of refined oil price adjustment cycle (July 25 to August 7). From 24 o'clock on August 8, domestic gasoline and diesel prices were reduced by 305 and 290 yuan per ton, and the national average was that No. 92 gasoline, No. 95 gasoline and No. 0 diesel were reduced by 0.24 yuan, 0.25 yuan and 0.25 yuan per liter respectively. According to the estimation of the 50L capacity of the fuel tank of the average family car, it will cost 12 yuan less to fill up a tank of 92 gasoline.
2. The Shanghai Municipal Development and Reform Commission and other departments issued the Special Work Plan for the Renewal of Large-scale Facilities and Equipment in the Transportation Field in Shanghai (2024-2027). It is mentioned that by the end of 2027, Shanghai's buses and taxis will be fully renewable, with an average annual update of more than 9% of the total number of vehicles, and a total of 6,200 buses. 11,000 taxis, basically eliminate the non-road mobile equipment with China II emission standards and below and the non-road mobile vehicles with China IV emission standards and below used in airports and ports, with a total of 1,600 non-road vehicles updated or added; completely eliminate China III. emission standard diesel trucks, basically eliminate China IV. emission standard diesel business trucks, and basically eliminate China IV. emission standard diesel business trucks, with a total of 50,000 new or new trucks; a total of about 200 aircraft and more than 120 ships have been updated or added; A total of about 80 transportation infrastructure maintenance and renovation projects have been implemented.
3. The Ministry of Industry and Information Technology, the Ministry of Finance, and the State Administration of Taxation issued a notice on matters related to the formulation of the list of industrial machine tool enterprises enjoying the VAT plus credit policy in 2024. Enterprises applying for inclusion in the list should submit their applications in the information filling system before August 31, 2024. Enterprises that have been included in the 2023 list and intend to continue to apply for inclusion in the 2024 list must re-submit items 2, 3, 6 and 8 of the List of Supporting Materials Submitted by Industrial Machine Tool Enterprises Enjoying the VAT Plus Deduction Policy. According to the conditions of the enterprise, the local industry and information technology department shall submit the list of approved preliminary verification to the Ministry of Industry and Information Technology before September 15 after the preliminary verification and recommendation of the application information of the enterprise. Enterprises can check whether they are included in the list from the information filling system after October 31. After the list is issued, the enterprise can accrue the additional deduction that can be accrued but not accrued in the previous period in the current period. Enterprises included in the 2024 list will enjoy the policy from January 1, 2024; Enterprises that have been included in the 2023 list but not included in the 2024 list will cease to enjoy the policy on October 31, 2024.
Second, Zhejiang news
1. On August 7, the "Several Opinions of the Zhejiang Provincial People's Government on Building a High-level Civil Aviation Province and Building a Low-altitude Economic Development Highland" was officially issued, and the policy released the action plan (2024-2027) and factor guarantee policy measures at the same time.
2. Recently, the Office of the Provincial Leading Group for the Construction of Beautiful Zhejiang announced the list of 100 "zero-waste city cells" in 2023, including 123 "zero-waste city cells" in 17 categories, including zero-waste factories, industrial parks, villages, schools, hospitals, scenic spots, restaurants, stadiums, institutions, islands, oil depots, communities, towns, laboratories, gas stations, docks, and automobile 4S stores.
3. Today, the Zhejiang Provincial Market Supervision Bureau went to platform enterprises to preach the spirit of the Third Plenary Session of the 20th Central Committee of the Communist Party of China, and in the first half of the year, 816 platform enterprises in the province achieved revenue of 912.2 billion yuan and contributed 41.6 billion yuan in taxes, accounting for nearly 50% of the digital economy.
3. Good news
Yongjin shares: net profit in the first half of the year increased by 100.38% year-on-year.
Foran Energy: net profit in the first half of the year increased by 5.44% year-on-year.
China Mobile: net profit in the first half of the year was 80.2 billion yuan, a year-on-year increase of 5.3%.
Action Education: Net profit in the first half of the year increased by 29.19% year-on-year.
Goldstone Resources: Net profit in the first half of the year increased by 32.54% year-on-year.
Great Wall Technology: Net profit in the first half of the year increased by 85.14% year-on-year.
Yingli shares: net profit of 5.101 million yuan in the first half of the year, a year-on-year turnaround.
Huaming Equipment: revenue in the first half of the year increased by 23.24% year-on-year.
Hainan Mining: Some directors and senior executives plan to increase their holdings by 1.9 million to 2.5 million yuan.
Yongmaotai: The subsidiary signed a cooperation agreement with Tuopu Group on the supply of liquid aluminum.
Guangdong Construction Engineering: Signed a strategic cooperation framework agreement on the integration project of 14 billion yuan of wind power hydrogen production and synthesis of green methanol.
Central Mall: The company's stock price has risen by 61.6% since August 1, 2024.
Shanggong Shenbei: The company's A-share stock trading has deviated from the daily closing price by more than 20% in three consecutive trading days (August 6, August 7, and August 8, 2024), which is an abnormal fluctuation in stock trading. At present, all production and business activities are normal, and there is no material information that should be disclosed but has not been disclosed.
Great Wall Electrician: The company's A-share stock trading will be limited for three consecutive trading days on August 6, 7 and 8, 2024, with a cumulative increase of about 30%, and a large increase in the short term. The stock turnover rate has continued to increase and the company is in a state of loss.
Jiangxi Changyun: The company's shares have deviated from the daily closing price by 20% in three consecutive trading days (August 6, August 7, and August 8, 2024), which is an abnormal fluctuation in stock trading. As of the disclosure date of the announcement, neither the company nor the controlling shareholder has any material matters that should be disclosed but have not been disclosed.
Yonghui Supermarket: The deviation of the daily closing price increase of the company's shares from August 6, 2024 to August 8, 2024 has reached 20% in three consecutive trading days, which is an abnormal fluctuation in stock trading. As of the date of this announcement, the company has no material matters that should be disclosed but have not been disclosed.
Fourth, bad news
*ST Vtron: There is a risk that the company's shares may be terminated due to the stock price being below par value.
Great Wall Electrician: The stock turnover rate has continued to rise, and the company is in a state of loss.
*ST Tiancheng: The company's shares will be terminated and delisted on August 15.
Xichang Electric Power: Net loss of 25.5228 million yuan in the first half of the year.
Oat Technology: Net profit in the first half of the year fell by 10.9% year-on-year.
Central Mall: There may be a risk that the company's stock price will rise sharply and then fall back.
5. Executive changes
Quanwei Technology: Zhang Guiming, deputy general manager and secretary of the board of directors of the company, resigned.
Beibu Gulf Port: Mo Qiyu, director and deputy general manager of the company, resigned.
Aihua Group: Mr. Zhang Zhongwei, deputy general manager of the company, resigned.
Poly Development: Deputy General Manager Liu Yingchuan resigned.
6. Changes in assets
Tianyuan shares: transferred the equity of Nangang Chemical, a shareholding company.
Liande Equipment: It plans to acquire the minority shareholder equity of Shenzhen Lianpeng, a holding subsidiary.