Market
Last friday, after the opening of the early-drive drive, the whole body maintained a narrow concussion, after the afternoon-drive was strong, and the city's digital control (835368) rose last friday. As of the closing date, 67 equities had risen, 28 equities had fallen and 104 stocks had been sold totalling $359 million. In terms of the rankings, the number of cities and cities rose by 11. 10 per cent, while the software for amel (830799) rose by 4. 31 per cent. With regard to the amount of the deal, the sale of the diamonds of the heifeng (839725) was at the top of the list, accounting for $5. 78 million。
"new 3-board market"
On 5 august, a total of $323 million (250 million on the previous trading day) was traded in the new three markets, with 680 stock exchangers (656 former ones). Of this amount, the innovation layer is in the order of $299 million (215 million on the previous trade day) and the base layer is in the form of 2. 374 million yuan. On the date of the previous transaction, rmb 3. 497 million was transferred to the market, which amounted to rmb 124 million (rmb 130 million on the date of the previous transaction). In addition, the bulk of the deal after the new three plates last friday was $133 million。
The top five players in the trade-off rankings are middle valley consortium (838256), new thought (871324), hong xinye (838712), oasis source (838893) and jingxi (839830)。
On the index, on 5 august, the market index for the new three boards rose by 0. 53 per cent, with 1262. 56 points. On the plate, the three-board active index rose by 1. 04 per cent and the three-board r & d index by 0. 72 per cent。
"big deal."
The bulk of the tatar deal is 29. 79%
On 5 august, the bulk of the post-taydar deal was sold at a value of us$ 4. 10 million/equity, for a total of us$ 410,000, or a discount of 29. 79 per cent compared to the current day's closing price of us$ 5. 84。
Both the ministry of marketing and the ministry of buying operations are the yangtze road securities department of the sino-thai securities corporation。
A 13. 1 per cent premium on large transactions over the years of the gold trade
On 5 august, large transactions were traded at 3. 80 yuan/equity at a total of 5. 7 million yuan, a 13. 1 per cent premium compared to the current collection price of $3. 36 million。
Both the ministry of marketing and the ministry of buying business are the yanghai road securities department in the east sui district of shanghai。
22. 7 per cent discount on large transactions with fai information
On 5 august, the bulk of the deal with the fai disk was sold at a price of $2. 52 million/equity, for a total of $30. 27 million, or 22. 7 per cent at a discount of $3. 26 per day。
The ministry of commerce and industry is the securities department of sindar s. A., north west and north beijing s. A., and the ministry of commerce and industry of s. A., s. A., s. A。
Ipo north and new
Hei tai shinen is on the market today
On 3 august, hei-tai xinjiang (835985) will be on the market at kitchen on 8 august, and will be delisted from the third board on the same day。
According to the data, the distribution price of the ipo is 9. 05 yuan/equity, with a 24. 58-fold surplus on the distribution market, the proposed amount of 61. 895 million shares (exercising the option of full oversale) is approximately $665 million for 2 gw efficient hjt photovoltaic components development and industrialization projects, 1,000 mw efficient photovoltaic components development and industrialization projects, r & d experimental centre expansion projects, repayment of bank loans and replenishment of liquidity funds。
The haitai new energy, a supplier of new energy solutions centred on the development, production, processing and marketing of solar photovoltaic components for crystal silicon and the development, construction and operation of solar photovoltaic plants, is committed to the corporate vision of becoming the most valuable green energy intellectuals。
On the performance side, hytai xinjiang achieved $4. 528 billion in operating income by 2021, an increase of 70. 9 per cent over the same period and a net profit of $147 million over the same period, an increase of 136. 65 per cent。
Three-dimensional shares are open today at $5. 2 per share
On 3 august, three-dimensional shares (831834) were placed on the ipo war list of the north, introducing a total of $28,194,000 in seven combat awards, including east wu securities, open source securities, sinoyama securities and the south fund. The company issued ipos at a price of $5. 20/equity, with a market gain of 16. 21 times, and on-line requisitions at 9. 15-11. 30 and 13. 15 p. M. On 8 august 2022 (t-day), with the code “889099”。
The 3d shares were established in april 2004 as a manufacturing enterprise that specializes in the development, production, sale and servicing of mechanical parts, including engineering plastics, rubber and metal products. The main products are puddles, lifting bands, snails, lifting band connectors, conveyor belts, buffer strips, pallets, plastic scratches, conveyor chains, chain tugs, cleaning blocks, push blocks, cleaning jumping balls, high-molecular grinding material. In 2019 - 2021, the three-dimensional shareholdings received rmb 184 million, rmb 232 million and rmb 285 million, respectively, and net profit to the mother was rmb 2. 449. 3 million, rmb 3. 8257 million and rmb 39. 724 million。
"the night's important bulletin."
Performance forecast for the first half of the year compared to the same period in the previous year
On 5 august, a half-yearly performance forecast for 2022 was issued in the same way as the faifie message (430090), which is expected to be lost or reversed in the current reporting period, compared to the same period in the previous year, with a projected return to the mother's profit of $13 million - $15 million in the first half of the year。
According to the company, the main reasons for the significant changes in performance during the period were the severe new coronary outbreak in shanghai and surrounding cities since march 2022 and the subsequent outbreak in beijing, the implementation of strict epidemic control measures in both municipalities and static management of the areas concerned, which led to the interruption of logistics transport in early april in the company's regional bank in suzhou, the full-time location of the company's headquarters in beijing in may, the suspension of the delivery of goods in the regional warehouse in beijing, and the slow resumption of company operations and logistics transport only in early june, following the lifting of static control of the epidemic, resulting in a significant disruption of company operations during the reporting period。
During the reporting period, public transport and movement of people were hampered by the implementation of strict epidemic control measures throughout the country, which hindered the development of the company's market, delays in the bidding process for projects, delays in the implementation of projects and delays in the receipt and inspection of projects, resulting in a decline in the revenue recognized for corporate sales as a whole during the reporting period。
The first half of the year's performance is forecast: net profits are projected to increase by 121. 36 per cent over the same year
On 5 august, in a news release (833533), a performance forecast for the first half of 2022, the company expected to achieve a return to the mother's profit of $23,269. 1 million in the first half of the year, an increase of 121. 36 per cent over the same period。
According to the company, the main reason for the significant change in performance during the current period was that during the reporting period, while the new coronary outbreak had had some adverse effects on global car sales, the sales of new energy vehicles, which were broken down in the automobile industry, continued to grow at a high rate. The business performance of the company has grown steadily as the size of its revenue from plastic parts of the car that accompany the new energy motors t company has grown significantly。
Digital: 2 shareholders to reduce the company's shares by less than 3 per cent
On 5 august, according to the news, the digitals (835670) announced that the company owned 4. 0866 per cent of its shareholders, east china capital management ltd. (beijing) - the wah xin sail 1 investment fund is proposed to reduce the company's shares by no more than 159. 27 million shares and the planned share by no more than 1. 5 per cent through centralized bidding and large transactions。
The company's shareholding shareholding of 3. 45007 per cent, east china capital management (beijing) ltd.-zinan trust investment fund (zinan), a partnership (limited partnership), is proposed to reduce the company's shareholding by no more than 159. 27 million shares and no more than 1. 5 per cent。
According to the company, the shareholders would decide whether to implement the reduction plan specifically, depending on market conditions, the company's share price, etc. There is uncertainty about the timing, quantity and price of the reduction, as well as about whether the schedule is completed。
Scientific innovation material (833580): net mother gain of $1,154. 93 million in the first half of 2022, a decrease of 10. 44 per cent over the same period
On 5 august, the ministry of science and technology (833580) published a semi-annual report for 2022, with company revenue of $5,449. 08 million, an increase of 0. 13 per cent over the same period; a net return of $1,154. 93 million, a decrease of 10. 44 per cent over the same period; a deduction of $112,799 million, a decrease of 5. 01 per cent over the same period; and a basic gain of $0. 17 per share。
The company's main business is the development, production and sale of fire-resistant materials for industrial purposes such as steel and colour。
It's an electronic break-up that triggers green shoes, and the main underseller has purchased 1. 0572 million shares of oversold money
On 5 august, the bulletin was issued electronically (837821) and, as at 4 august 2022, a portion of the funds obtained from the over-allocation of the current issue had been used to buy 1,057,700 shares of the issuer's stock from the secondary market on a competitive basis. The total amount paid for this purchase was 1. 8377 million yuan (including handbills, transfer fees), with a maximum price of 10. 60 yuan/equity and a minimum price of 9. 83 yuan/equity and a weighted average price of 10. 25 yuan/equity。
The company is mainly involved in the design, development, production and marketing of customized smart electronic modules based on flexible applications and printed circuit boards. On the performance side, the company earned $332 million in operating revenue and a net profit of $32. 898 million in 2021. The company's closing price as at 5 august was $10. 67, a 1. 2 per cent decline from the issue price。
[new board bulletin]
Funek (831378): 35. 23 million net mother gain in the first half of 2022, an increase of 49. 41 per cent over the same period
On 5 august, according to the news, the innovator-level company richnek (831378) issued semi-annual reports for 2022, with company operating revenues of $163 million, an increase of 8. 72 per cent over the same period; net return to the mother of $35. 023 million, an increase of 49. 41 per cent over the same period; deduction of non-net gains of $2. 8674 million, an increase of 33. 65 per cent over the same period; and basic earnings of 0. 2712 per share。
The company's main business is the development, production and sale of ultra-hard materials, super-hard composite materials, ultra-hard blades and products, and cultured diamonds, with calcium nitride at their core。
Conerves (833575) deduction of non-net gain - $146 million in 2021, correspondingly reduced losses
On 5 august, according to the news, the innovator concubine (833575) issued a biannual annual report for 2022, with company revenue of $50. 27 million, representing an increase of 247. 19 per cent over the same period; net proceeds to mothers of $146 million, compared with $221 million in the same period last year; deductions of non-net gains of $147 million, compared to $222 million in the same period last year, representing a significant reduction in losses over the same period; and basic losses of $1. 15 per share。
According to the company, business income increased during the reporting period over the same period of the previous year, mainly as a result of increased sales of biological agents such as antibodies for scientific purposes during the reporting period。
The company's main business is the development of restructured protein biological products based on structural design, and the current research and development project is mainly a series of human papillomavirus (hpv) vaccines, etc。
Macro
Local hydrogen energy industry policies are being introduced
In recent years, policies to support the hydrogen energy industry have been issued successively in shandong, beijing and guangdong, covering areas such as fuel cell car promotion, hydrogen station construction and industrial chain-building. In addition, “real silver and silver” have been clearly identified in many places for the development of the hydrogen industry. Journalists found that major local hydrogen energy projects were accelerating. An authoritative team of experts has concluded that, in the local plans that have been published, the cumulative expansion of fuel cell vehicles is expected to exceed 150,000 vehicles by 2025, more than 1,000 hydrogen stations and more than 96 billion yuan in the hydrogen industry. Moreover, in terms of r & d inputs, the country is gradually becoming the country with the largest increase in its research and development budget, despite its relatively late deployment of hydrogen energy。
Ministry of transport and communications: involvement of the population in construction work by means of food for work
The ministry of transport and communications issued a circular today on the promotion of food for work in the areas of transport infrastructure development and care. The circular states that, in the context of priority projects such as highways, main roads along the border, terminal facilities, airports and passenger and cargo terminals, the potential of workers in the main engineering and ancillary construction, site service security, post-care, etc., is fully exploited, and that the relationship between labour contract workers in the construction and maintenance of the field of labour contracts and workers providing food for work is balanced and that as many local people are involved in construction work on a cash basis as possible. In addition, in the areas of access to natural village roads, safe life protection works on rural roads, dangerous bridge renovations, rural silos, and rural ferry crossings, floodways, construction and maintenance of the flood bridge, a selection of small-scale, low-technical thresholds, simple prior work and low-skilled work projects and lines of operation has been actively promoted。
The price is set
According to henan real biotech, the price of azev's tablets for treating new coronary pneumonia is currently set at less than $300 per bottle, 35 tablets per bottle, 1 mg per plate. Previously, the national drug authority, in accordance with the relevant provisions of the drug administration act, carried out an emergency review process under the special procedure for the approval of medicines, with the proviso that henan real biotechnologies ltd.'s azov tablets should be approved for the registration of applications for the treatment of new coronary virus pulmonary ailments。
General customs administration: the total value of foreign trade exports and imports in the first seven months of the year was 23. 6 trillion yuan, an increase of 10. 4 per cent over the previous year
Today, on 7 july, the general customs administration announced that in the first seven months of the year, the total value of our foreign trade exports and imports was 23. 6 trillion yuan, an increase of 10. 4 per cent over the previous year. Of this total, exports increased by 14. 7 per cent over the same period to $13. 37 trillion; imports increased by 5. 3 per cent over the same period to $10. 23 trillion. Customs statistics show that the structure of our foreign trade continued to optimize during the previous seven months, with exports and imports of $15. 17 trillion in general trade, an increase of 14. 5 per cent over the same period. Our exports to and imports from asean, the european union and the united states were 3. 53 trillion yuan, $3. 23 trillion and 2. 9 trillion yuan respectively, an increase of 13. 2 per cent, 8. 9 per cent and 11. 8 per cent, respectively. Asean continues to be our first trading partner, accounting for 15 per cent of our total foreign trade. According to customs statistics, in the first seven months of this year, one municipality in the three provinces of the long triangle region imported and exported 8. 58 trillion yuan. This compares with an increase of 11. 7 per cent, which is 2. 5 percentage points faster than in the first half of the year。
Institutional perspective
Csi: continuously recommended opportunities for the nationalization of semiconductor equipment, parts and components
According to csi, the current phase of major changes in the global semiconductor supply chain is taking place, on the one hand, in the context of increased policy subsidies by countries, the expansion of production capacity has continued to increase and equipment enterprises in the production boom have benefited significantly; and, on the other hand, in the context of external restrictions, supply chain security has received a major focus, with more suppliers of indigenous equipment components taking on home demand and a growing share. We believe that mainland china has the broadest global advantage in electronic manufacturing, end branding and market demand, and that downstream demand-led upstream supply chain transfers are a response to historical trends. On the one hand, domestic cooperation with overseas producers in the area of mature programming remains on the basis of full cooperation, with an emphasis on commercial co-benefits, while on the other hand, supply chain security considerations promise to accelerate the development and validation of domestically produced equipment, spare parts, and suggest that attention be paid to the development opportunities of equipment and spare parts in the context of domesticization trends。
