Financial morning news： two financial balance refresh 5 years to a new high growth enterprises market penny stocks emerged 20% limit tide
[[Market Reference]
The overall single-day share of the growth enterprises market hit a record high, exceeding 25% for the first time. It can be seen that the market is not short of money, but stimulates hot money to increase short-term speculation on the rise and fall. Even some marginal stocks with poor liquidity and poor fundamentals are also "cheating". Such a pathological market is not sustainable. It can be said that it is more like the return of garbage stocks. Once they accidentally fall into it, it is difficult to get out. After the transition period between the old and new systems is over, the main line of the future market is likely to revolve around the trend opportunities brought about by economic recovery. It is wise to embrace core assets and avoid demon stocks. It is recommended that investors strategically lay out targets such as large consumption, old infrastructure, securities companies, and insurance, and participate in the short-term market for digital currency, entertainment media, degradable plastics, and automotive industry chain trading opportunities.
At the technical level, the Shanghai index repeatedly saw along the narrow box near 3350 points, relying on intensive support to stabilize the short-term risk control, the growth enterprises market is facing the top 20 and 30 days after the violent rise of speculative funds and the previous formation of double head technology suppression, online kinetic energy is greatly weakened, alert to the diving of the small and medium board.
[Important News Inventory]
Insider: The atmosphere of Sino-US economic and trade talks is harmonious, and exchanges in agriculture, finance, etc. are relatively smooth
On the 24th local time, the Office of the US Trade Representative issued a statement saying that the US Trade Representative Lighthizer and Treasury Secretary Mnuchin held a regular conference call with Chinese Vice Premier Liu He that night to discuss the implementation of the historic US-China Phase 1 economic and trade agreement. The two sides talked about China’s actions to achieve the structural reforms required by the agreement to ensure stronger protection of intellectual property rights, remove barriers to US companies in financial services and agriculture, and eliminate forced technology transfer. The two sides also discussed China’s significant increase in purchases of US products, as well as future actions to implement the agreement. Both sides saw progress and committed to taking the necessary actions to ensure the success of the agreement.
Regarding monetary policy, digital currency, etc., the central bank, China Banking and Insurance Regulatory Commission released eight policy signals
The State Council Information Office held a regular briefing on State Council policies on August 25, inviting the peoplebankVice President Liu Guoqiang, China Banking and Insurance Regulatory Commission Chief Risk Officer and Spokesperson Xiao Yuanqi, PeoplebankcurrencySun Guofeng, Director of the Policy Department, and Li Junfeng, Director of the Inclusive Finance Department of the China Banking and Insurance Regulatory Commission, introduced the Financial Institution Group’s support for the implementation of real economic policies and answered reporters’ questions. The Q & A transcript totaled 16,000 words, covering monetary policy, LPR, digital currency,bankHot issues such as profits can be said to be full of dry goods. According to the review, this conference mainly releases eight policy signals.
Review:Monetary policy needs to have greater certainty to deal with various uncertainties and maintain the "three unchanged".
The balance of the two financing exceeded 1.48 trillion yuan, refreshed 5 years to a new high, 3 growth enterprises market, the first day of financing net purchases exceeded 100 million yuan
The current class A share market is in the stage of sideways consolidation, and structural opportunities affect capital changes. In the opinion of industry insiders, with the increasingly positive trading style, high-elasticity and high-growth varieties may lead the rise. According to the statistics of Flush, the reporter found that as of August 24, the balance of Shanghai and Shenzhen two financial markets reached 1.486056 trillion yuan, an increase of 7.678 billion yuan from the previous trading day, not only setting a new high for the year, but also refreshed the 5-year high since July 7, 2015.
Review:Most of these industries have accumulated a large increase. With the improvement of the safety margin, the cost performance has dropped significantly, and the allocation value has been greatly reduced. Only the non-bank financial industry is still at a low valuation, which is worthy of attention.
Growth enterprises market penny stocks emerge 20% limit tide! Institutions remind follow the trend hype risk
On August 25, the performance differentiation of the three major indices of class A share intensified. Among them, the Shanghai Composite Index fell in shock, and the Shenzhen Composite Index only rose slightly. The growth enterprises market continued to rise under the impetus of new stocks. It is worth noting that after the full implementation of registration in the growth enterprises market, not only did the newly listed new stocks perform significantly, but under the east wind of the registration system, the original old stocks also rose not less. Under the general rise pattern, the risk of speculation in some underperforming stocks has attracted market attention.
Review:Growth enterprises market in the registration system after the implementation of the second trading day, the performance is still hot, the first batch of new shares listed the next day performance eye-catching, 18 stocks only 1 fell, indicating that short-term funds are still active in the growth enterprises market. In addition, in the context of reducing the impact of internal and external disturbances, the growth enterprises market has a short-term recovery trend after stabilizing.
The world now has the first case of COVID-19 secondary infection, and experts say the rate of antibody decline may exceed expectations
According to Hong Kong media reports, the world’s first second case of infection with novel coronavirus recently appeared in Hong Kong, and the patient was admitted to the hospital without detectable antibodies in his body. Wu Zunyou, chief epidemiologist of the Chinese Center for Disease Control and Prevention, said that the case found this time, although the genetic sequence of the virus strain is mutated, it is not an infection caused by the same strain.
Review:The discovery of this case also brings an important judgment: the antibodies themselves will decay, and the decay rate may be faster than we thought.
More than 200 shares forecast the first three quarters of performance, 48 shares net profit exceeded the whole of last year
Listed companies have also gradually improved their performance. Some companies have preemptively released three-quarter report forecasts. At present, a total of 222 companies have released performance forecasts for the first three quarters, and nearly 50% of them are optimistic, which is a significant improvement compared with the first quarter and semi-annual reports. Among them, there are 68 pre-increase stocks, 16 turnaround stocks, and the turnaround stock Hailian Jinhui has a net profit loss of 11 million yuan in the first three quarters of 2019. The first three quarters of this year have made substantial profits, and the lower limit of net profit exceeds 1.50 billion yuan.
Review:In addition to the unexpected proportion of performance expectations, according to the lower limit of net profit, many companies have completed last year’s net profit in advance in the first three quarters. According to the statistics of Securities Times and Data Treasure, there are a total of 48 such stocks, of which 18 stocks have a lower limit of net profit in the first three quarters of this year that exceeds the full-year net profit of last year by more than 1 times.
The Dow closed down 60 points, and the Nasdaq S & P climbed to a new high
U.S. stocks closed mixed on Tuesday, with the Nasdaq and S & P hitting record intraday and closing records. The epidemic situation in the United States continued to improve. International economic and trade tensions eased.
Review:The coronavirus epidemic in the United States continues to ease. The latest data show that the number of new cases in the United States fell by 17% last week, the fifth consecutive week of decline. Recently, the Nasdaq and S & P indices have reached new highs, and some bulls believe that US stocks still have room to rise.
[Topic Company]
Biggest IPO in history? One article to understand the six secrets of Ant Group, how profitable is Ant Group?
Ant Group, the parent company of Alipay, has attracted much attention since the news of its listing. Now, two prospectuses totaling 1,000 pages have revealed to investors the secret behind Ant Group’s trillion-dollar worth. Ant Group’s shareholder list is very exciting.
Sunac China: Net profit attributable to shareholders 10.96 billion yuan in the first half of the year, up 6.5% year-on-year
Sunac China released its interim results. During the reporting period, operating income was 77.34 billion yuan, an increase of 0.7% year-on-year. Net profit attributable to shareholders was 10.96 billion yuan, an increase of 6.5% year-on-year. During the reporting period, the Group, together with its joint ventures and associates, realized contract sales of approximately RMB 95.27 billion.
Popular funds have exploded and "sold out in one day": Xingzheng’s global products have sold more than 10 billion
8month25Rixing Securities GlobalXingquan Hefeng three-year holding periodUshering in the first launch, according to sources from the channel, the fund has been raised and has exceeded100Million, while the fund’s dense ceiling is80Billion, it should be a proportional placement. This is also another case of "sold out in one day" popular funds that have appeared recently.
[Industry hotspots]
Hainan Free Trade Port has reported a number of policy plans, including new policies such as the zero-tariff list
Global market institutions are actively deploying digital currency business
It is too difficult to buy a house in Shenzhen! Thousands of suites are instantly lit, and 350,000 "tea fee" can be locked in advance?
[Subscription for new shares]
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[Dynamic epidemic]
global
According to real-time statistics from the Worldometer website, as of around 6:30 on August 26, Beijing time, there were 2,4023,549 confirmed COVID-19 cases worldwide, 822,093 cumulative deaths, and more than 10,000 confirmed cases in 87 countries.
United States
According to real-time statistics from Worldometer, as of around 6:30 on August 26, Beijing time, there were 5951,819 confirmed COVID-19 cases and 182,261 deaths in the United States. Compared with the data at 6:30 on the previous day, there were 36,189 new confirmed cases and 1,147 new deaths in the United States.
Brazil
According to the latest data released by the Brazilian Ministry of Health on the evening of the 25th local time, the country has 47,134 new confirmed cases of COVID-19 in a single day, with a total of 3669,995 confirmed cases; 1271 new deaths and 116,580 cumulative deaths. At present, Brazil’s confirmed cases and deaths still rank second in the world, after the United States.
Europe
As of around 6:30 on August 26, Beijing time, real-time statistics from the Worldometer website showed that 48 countries and regions in Europe had reported 3407,057 confirmed cases of COVID-19 and 205,967 deaths. The data showed that the three countries with the largest cumulative number of confirmed cases in Europe were Russia, Spain and the United Kingdom.
Africa
As of around 6:30 Beijing time on August 26, real-time statistics from the Worldometer website showed that 57 countries and regions in Africa had reported 1,207,161 confirmed cases of COVID-19 and 28,328 deaths. The top three countries with confirmed cases were South Africa, Egypt, and Morocco.
India
According to the latest data released by the Indian Ministry of Health on the 25th, the number of confirmed cases of COVID-19 in India rose to 3231,754. In the past 24 hours, 66,873 new confirmed cases in India, exceeding 50,000 cases for 27 consecutive days. There were 1,066 new deaths, and a total of 59,612 deaths.
Japan
According to NHK TV, as of 20:30 local time on the 25th, Japan reported 716 new confirmed cases of COVID-19, a total of 64,000 confirmed cases (plus 64,712 confirmed cases of the "Diamond Princess"), 14 new deaths, a total of 1,217 deaths.
Korea
According to Yonhap News Agency reported on the 25th, the South Korean epidemic prevention department reported on the same day that from 0:00 on the 24th to 0:00 on the 25th local time, 280 new confirmed cases of COVID-19 in South Korea, including 264 local cases and 16 imported from abroad, with a total of 17,945 confirmed cases; 1 new death case, a total of 310 deaths. South Korea has added more than 100 new cases in a single day for the 12th consecutive day, and 200 new cases in a single day for the 8th consecutive day.
Confirmed cases in other countries
Among Asian countries, except for India and Japan; 56,435 cases were confirmed in Singapore; 106,460 cases were confirmed in Israel…
Among the Oceania countries, Australia has confirmed 25,053 cases; New Zealand has confirmed 1,690 cases…
In the Americas, except for the United States and Brazil, Peru has confirmed 600,438 cases, and Chile has confirmed 400,985 cases…
[Industry Opportunities]
Announcement prompt
Suspension
002079 Suzhou solid technetium
002883 CMEC
resumption of trading
000039
600983 Whirlpool
Announcement Summary
[Hot spot]
Whirlpool: Galanz home appliances offer to acquire 468 million shares, accounting for 61% of the company’s total share capital
Whirlpool (600983) disclosed the tender offer report on the evening of August 25: Galanz Home Appliances issued a partial tender offer to the shareholders of the company. The number of shares offered for tender is 468 million, accounting for 61% of the total number of issued shares of the company, and the offer price is 5.23 yuan/share. In addition, if the number of pre-accepted shares is less than 390 million shares (51% of the total number of shares of the company), the tender offer will not take effect from the beginning.
Changchun High-tech: Subsidiary Baike Bio’s IPO application was accepted by the Shanghai Stock Exchange
Changchun High-tech (000661) announced on the evening of August 25 that, in accordance with relevant regulations, the Shanghai Stock Exchange checked the application report and relevant application documents for the initial public offering of shares submitted by Baike Bio, a subsidiary of the company, and listed on the Science and Technology Innovation Board, and decided to accept it and review it according to law.
China Sports Industry: The company will receive a lottery license for Internet sales
China Sports Industry (600158) recorded 6 daily limit in the past 8 trading days. The company announced on the evening of August 25 that recently the company noticed that there were market rumors that the company would obtain an Internet lottery sales license. The aforementioned rumors are false rumors. The company has not yet launched or applied for the use of the Internet to sell lottery tickets.
Tianshan Bio: The subsidiary is engaged in beef cattle fattening business and has not yet contributed to the company’s revenue
Tianshan Biological (300313) announced on the evening of August 25 that the price of beef has continued to rise in recent media reports. The company’s wholly-owned subsidiary Tongliao Tianshan Animal Husbandry is engaged in beef cattle fattening business. The company was established in May 2020 and has a short operating time. As of now, 596 fattening cattle have not been slaughtered, and they have not contributed to the company’s revenue and profits.
Shimao shares: The 100 billion sales contract is only a visionary plan and does not constitute a performance commitment
Shimao shares (600823) for three consecutive trading days, the company on the evening of August 25th prompted the risk that the semi-annual report proposed that by 2024 the company’s sales contract will reach 100 billion yuan, the compound annual growth rate of about 40% expressed as the company’s long-term plan for the next 5 years, has not yet carried out detailed data calculation, only visionary planning, does not constitute the company’s performance related commitments, does not constitute a profit forecast, whether to achieve the impact of various factors, with uncertainty.
Hebang Bio: Estimated inventory loss 280 million to 360 million yuan without property insurance
Bang Bio (603077) August 25th evening disclosure flood impact supplementary announcement said that the flood, the company is expected to lose 350 million yuan – 450 million yuan, of which the loss of machinery and equipment, plant and other fixed assets 70 million – 90 million yuan; inventory loss 280 million – 360 million yuan. The company and its holding subsidiary Leshan and Bang Agricultural Technology Co., Ltd. purchased a total of 1.101 billion yuan of comprehensive property insurance (including some housing construction and machinery and equipment), and the inventory did not purchase property insurance.
* ST Zhongxin: ICBC Taizhou Branch applies for bankruptcy liquidation of the company’s controlling shareholder
* ST Zhongxin (603996) announced on the evening of August 25 that the controlling shareholder of the company, China-Singapore Industrial Group Co., Ltd. received a notice from the Intermediate Court of Taizhou City, Zhejiang Province on the same day: Industrial and Commercial Bank of China Taizhou Branch applied to the court for bankruptcy liquidation of China-Singapore Industrial Group Co., Ltd. on the grounds that it could not pay off its debts. If China-Singapore Industrial Group Co., Ltd. enters bankruptcy liquidation procedures, it may have an impact on the company’s shareholding structure.
[Share change]
CIMC Group: Shenzhen Capital Operation Group will become the company’s largest shareholder
CIMC Group (000039) announced on the evening of August 25 that Shenzhen Capital Operation Group Co., Ltd. and its designated wholly-owned subsidiaries intend to transfer part or all of the company’s shares held by four shareholders including COSCO Container Industry Co., Ltd. After completion, Shenzhen Capital Operation Group holds a total of 29.81% of the company’s shares and will become the company’s largest shareholder. The company’s shares will resume trading on August 26.
Chinachem Technology: Dongyang Huasheng will become the controlling shareholder of the company
Chinachem Technology (603306) announced on the evening of August 25 that Jinwei International, the controlling shareholder of the company, signed a share transfer agreement with Dongyang Huasheng and Ningbo Xindian respectively, transferring 15.9449% of the company’s shares and 9.0551% of the company’s shares to the latter two, respectively. The transfer price is 810 million yuan and 460 million yuan. Dongyang Huasheng and Ningbo Xindian signed a unanimous action and voting rights commission agreement. After the aforementioned share transfer is completed, Dongyang Huasheng holds 15.9449% of the company’s shares and controls the voting rights of 9.0551% of the company’s shares through unanimous action and voting rights commission agreement, thus becoming the company’s controlling shareholder.
[Mergers and acquisitions]
Zijin Mining: Completed the acquisition of Guyana’s gold fields, which can increase gold production by more than 4 tons annually
Zijin Mining (601899) announced on the evening of the 25th that the company completed the acquisition of 100% equity of Guyana Goldfield, a company listed on the Toronto Stock Exchange in Canada. Guyana Goldfield plans to be delisted from the Toronto Stock Exchange within 1-3 trading days after the completion of the delivery. Guyana Goldfield Aurora Gold Mine has proven + controlled gold resources of 118.69 tons, with an average grade of 3.15g/t, and inferred gold resources of 59.13 tons, with an average grade of 2.28g/t; the project is an active mine with a capacity of 7000 tons/day. After the delivery is completed, the company’s gold production can be increased by more than 4 tons per year.
Weihua shares: plans to sell part of Hebei Weilibang and other companies, focusing on new energy materials business
Weihua shares (002240) disclosed the draft of major asset sale on the evening of the 25th. The company plans to sell 55% equity of Hebei Weilibang, Hubei Weilibang and Guangdong Weilibang to Hongruize Industrial, with a total transaction price of 824 million yuan; sell 55% equity of Liaoning Weilibang to the controlling shareholder Shengtun Group, with a transaction price of 97 million yuan. After the transaction, the company will continue to hold 45% equity of Hebei Weilibang, Hubei Weilibang, Guangdong Weilibang and Liaoning Weilibang. Through this transaction, the company will focus on the new energy materials business and use the recovered funds for the construction of lithium industry chain related projects and to supplement liquidity to accelerate business development.
[Refinancing]
Linggang shares: proposed to issue no more than 1 billion yuan of corporate bonds
Linggang shares (600231) announced on the evening of August 25 that the company plans to publicly issue corporate bonds of no more than 1 billion yuan to professional investors, with a term of no more than 5 years.
Cross-border pass: net profit in the first half of the year fell 41% to be distributed company bonds
Cross-border pass (002640) on the evening of August 25th disclosed the semi-annual report, the first half of the revenue 9.087 billion yuan, an increase of 1.31%; net profit 271 million yuan, down 41.02%; basic earnings per share 0.17 yuan. The company intends to non-public issuance of corporate bonds not exceeding 350 million yuan, used to repay maturing corporate bonds, other interest-bearing debts and supplement the company’s Working Funds, improve the company financing situation.
Jack shares: the proposed increase in fundraising does not exceed 1.25 billion yuan
Jack shares (603337) on the evening of August 25th disclosed a non-public offering plan, the total amount of funds raised does not exceed 1.25 billion yuan, for Jack intelligent high-end sewing equipment manufacturing base, supplementary liquidity.
Beingmate: The proposed increase in fundraising does not exceed 1.20 billion yuan
Beingmate (002570) disclosed a non-public offering plan on the evening of August 25, intending to raise no more than 1.20 billion yuan for the annual output of 20,000 tons of formula milk powder and regional distribution center projects, new retail end point empower projects, enterprise digital intelligence information system upgrade projects, Beingmate precision nutrition technology and industrial R & D platform upgrade projects, supplementary working capital.
[Business performance]
Keming Noodles: Net profit in the first three quarters increased by 95% to 105% year-on-year.
Keming noodle industry (002661) on the evening of August 25 disclosed semi-annual report, the first half of the revenue 1.938 billion yuan, an increase of 27.96%; net profit 223 million yuan, an increase of 113.86%; basic earnings per share 0.7 yuan. In addition, the company expects the first three quarters of net profit 259 million – 272 million yuan, an increase of 95% to 105%.
ST Gaga has risen 81% since July. "ST Sniper" Zhong Xinghua is the fifth largest shareholder in the new semi-annual report
ST Gaga (002650) announced its semi-annual report on the evening of August 25, achieving operating income of 1.156 billion yuan, an increase of 12.87% year-on-year; net profit of 107 million yuan, an increase of 24.67% year-on-year. "ST Sniper" Zhong Xinghua is the fifth largest shareholder, holding 13.1514 million shares, with a shareholding ratio of 1.14%. Zhong Xing Huawei is well-known Niu San, which has been accurately invested in ST’s alcoholic wine and Shuanglin biology before, and has made a lot of profits. ST Gaga’s share price rose 23% in the second quarter, and has risen 81% since July 1.
Dabenong: Net profit in the first half of the year increased by 2556% year-on-year
Dabengnong (002385) disclosed its semi-annual report on the evening of August 25. In the first half of the year, the company achieved revenue of 8.992 billion yuan, an increase of 10.43% year-on-year; net profit of 893 million yuan, an increase of 2556% year-on-year. During the reporting period, there is still a gap in the supply of live pigs. Pig prices remained high in the first half of the year. The average price of live pigs in the country was 33.9 yuan/kg from January to June 2020.
Tiankang Bio: Net profit of 834 million yuan in the first half of the year, an increase of nearly 10 times year-on-year
Tiankang Bio (002100) disclosed its semi-annual report on the evening of August 25, achieving operating income of 4.70 billion yuan in the first half of the year, an increase of 73.29% year-on-year; total profit of 828 million yuan, an increase of 3423.61% year-on-year; net profit attributable to shareholders of listed companies 834 million yuan, an increase of 942.09% year-on-year; net profit deducted 856 million yuan, an increase of 1063.01% year-on-year. During the reporting period, the price of live pigs continued to run at a high level, and the company’s food breeding business income and profit rose sharply year-on-year; the sales volume and profit of feed business achieved good growth; the sales volume and
Dongcai Technology: Net profit in the first half of the year increased by 731% year-on-year
New chemical materials industry company Dongcai Technology (601208) on the evening of August 25 disclosed the semi-annual report, the first half of the company to achieve revenue of 875 million yuan, an increase of 4.63%; net profit 227 million yuan, an increase of 731%; after deducting non-net profit 61.89 million yuan, an increase of 214%. During the reporting period, the company’s investment cost of the subsidiary (Shengtong Optics) is less than the fair value of the identifiable net assets of the investee when obtaining the investment, generating a net income of about 155 million yuan.
Zhaoyi Innovation: Net profit in the first half of the year increased by 93.73% year-on-year.
Zhaoyi Innovation (603986) disclosed its semi-annual report on the evening of August 25. In the first half of the year, the company achieved revenue of 1.658 billion yuan, an increase of 37.91% year-on-year; net profit was 363 million yuan, an increase of 93.73% year-on-year. The company’s existing business layout is divided into three directions: storage, MCU and sensors. During the reporting period, the company launched the first domestic GD25/GD55B/T/X series products with a capacity of up to 2Gb and high performance, representing the highest level in the SPINORFlash industry; the cumulative number of MCU products shipped has exceeded 400 million, and the number of customers has exceeded 20,000.
Leisai Smart: Net profit in the first half of the year increased by 96.19% year-on-year, and it is planned to send 7 yuan to 10
Leisai Intelligent (002979) disclosed its semi-annual report on the evening of August 25. In the first half of the year, it achieved revenue of 435 million yuan, an increase of 34.51% year-on-year; net profit was 93.0986 million yuan, an increase of 96.19% year-on-year; basic earnings per share were 0.54 yuan. The company plans to distribute dividends of 7 yuan (tax included) for every 10 shares. During the reporting period, in response to the market demand for equipment such as mask machines, mobile phone 3C, photovoltaics, lithium batteries, semiconductors, and logistics, the company resumed work and expanded production capacity in a timely manner, increased R & D investment, actively explored emerging markets, and achieved good business growth
Jiahua Technology: Net profit in the first half of the year increased by 245% year-on-year
Jiahua Technology (688051) disclosed its semi-annual report on the evening of August 25. In the first half of the year, the company achieved revenue of 289 million yuan, an increase of 59.88% year-on-year, mainly due to the growth of smart environmental protection data service business; net profit 69.31 million yuan, an increase of 245% year-on-year; basic earnings per share 1.02 yuan.
Kehua Hengsheng: Net profit in the first half of the year increased by 20.54% year-on-year, and it is planned to turn 10 to 7.
Kehua Hengsheng (002335) disclosed its semi-annual report on the evening of August 25. In the first half of the year, the operating income was 1.698 billion yuan, an increase of 4.44% year-on-year; the net profit was 108 million yuan, an increase of 20.54% year-on-year; the basic earnings per share were 0.4 yuan. The company plans to increase 7 shares for every 10 shares. During the reporting period, the company seized the opportunity of rapid development of new infrastructure, promoted the rapid growth of the company’s business, and further focused on the data center business.
Kelai Electromechanical: Net profit in the first half of the year increased by 54.76% year-on-year.
Kelai Electromechanical (603960) disclosed its semi-annual report on the evening of the 25th. In the first half of the year, revenue was 386 million yuan, an increase of 10.79% year-on-year; net profit was 71.11 million yuan, an increase of 54.76% year-on-year. In the first half of the year, the company’s flexible automation intelligent equipment and industrial robot system business signed new orders 138 million yuan, a year-on-year decrease, mainly due to the impact of the epidemic. The newly signed contracts are concentrated in the fields of fully automated mask machine production lines, new energy vehicle electronics, and automotive interiors. In 2020, the National VI emission standards will be implemented nationwide, and the company will launch the National VI engine supporting high-pressure fuel distribu
Shanghai Electric Co., Ltd.: Net profit of 584 million yuan in the first half of the year, an increase of 21.98%
Shanghai Electric Co. (002463) disclosed its semi-annual report on the evening of August 25. The company achieved operating income of 3.534 billion yuan in the first half of the year, an increase of 13.19% year-on-year; net profit of 584 million yuan, an increase of 21.98% year-on-year; basic earnings per share of 0.34 yuan. In the first half of the year, the COVID-19 epidemic superimposed the pressure of Sino-US trade disputes and escalated, which had an impact on the PCB industry. Among the main application fields of the company’s products, automotive electronics were negatively impacted, but the demand in communication fields such as 5G base stations, Internet equipment and cloud equipment performed well.
Huanxu Electronics: Net profit in the first half of the year increased by 29.8% year-on-year.
Huanxu Electronics (601231) disclosed its semi-annual report on the evening of August 25. In the first half of the year, the company achieved revenue of 17.017 billion yuan, an increase of 16.52% year-on-year; net profit of 506 million yuan, an increase of 29.8% year-on-year. The main reason for the growth in performance is that the increase in orders for SiP module products drove the growth of operating income, capacity utilization and gross profit margin increased year-on-year, and expenses were properly controlled during the period.
Aviation Power: Net profit in the first half of the year increased by 26.52% year-on-year.
Aviation Power (600893) on the evening of August 25 disclosed the semi-annual report, the first half of the company to achieve revenue of 9.193 billion yuan, an increase of 4.19%; net profit of 408 million yuan, an increase of 26.52%. The company’s main business of the three major sectors, aircraft engines and derivatives to achieve income 7.94 billion yuan, an increase of 9.76%; foreign trade exports to achieve income of 908 million yuan, down 29.91%; non-aviation products and other revenue 208 million yuan, an increase of 76.26%.
Linyang Energy: Net profit in the first half of the year increased by 28.65% year-on-year.
Lin Yang Energy (601222) on the evening of August 25 disclosed the semi-annual report, the first half of the company achieved revenue of 2.951 billion yuan, an increase of 77%; net profit of 550 million yuan, an increase of 28.65%. During the reporting period, the company’s overseas business orders grew rapidly, with a total of 180 million US dollars in orders. In addition, the company’s new energy sector business achieved sales revenue of 1.653 billion yuan, an increase of 103.91% over the same period last year.
Zhejiang Energy Power: Net profit in the first half of the year increased by 20.6% year-on-year
Zhejiang Energy Power (600023) on the evening of August 25 disclosed semi-annual report, the first half of the year, the company achieved revenue of 22.318 billion yuan, down 13.82%; net profit of 3.023 billion yuan, an increase of 20.6%. In the face of the first quarter of the company’s coal power generation in the province fell 37.5% year-on-year unfavorable situation, in May and June the company’s coal power generation in the province exceeded 10 billion degrees, respectively, an increase of 20.8%, 17.8%, the first half of the decline in power generation significantly narrowed.
Tianjian Group: Net profit in the first half of the year increased by 416.82% year-on-year.
Tianjian Group (000090) on the evening of August 25 disclosed the semi-annual report, the first half of the revenue 7.26 billion yuan, an increase of 85.02%; net profit 1.243 billion yuan, an increase of 416.82%, of which the urban construction sector operating income 3.717 billion yuan, an increase of 7.07%; comprehensive development sector sales income 4.051 billion yuan, an increase of 299.42%; urban service sector operating income 418 million yuan, a decrease of 12.76%; basic earnings per share 0.63 yuan.
SF Holdings: Net profit in the first half of the year increased by 21.35% year-on-year
SF Holdings (002352) disclosed its semi-annual report on the evening of August 25, achieving revenue of 71.129 billion yuan in the first half of the year, an increase of 42.05% year-on-year; net profit of 3.762 billion yuan, an increase of 21.35% year-on-year; basic earnings per share of 0.85 yuan.
Dawn shares: net profit in the first half of the year increased by 641% year-on-year, and it is planned to send 10 yuan to 2.46 yuan
Dawn shares (002838) on the evening of August 25th disclosed the semi-annual report, the first half of the revenue 2.275 billion yuan, an increase of 75.16%; net profit 585 million yuan, an increase of 640.99%; basic earnings per share 1.45 yuan. The company plans to distribute dividends of 2.46 yuan (tax included) for every 10 shares. In addition to the explosive growth of polypropylene meltblown special materials, other modified plastic products have maintained stable development.
Huashengchang: Net profit in the first half of the year increased by 459.64% year-on-year, and it is planned to pay 9.6 yuan for 10 factions
Huashengchang (002980) disclosed its semi-annual report on the evening of August 25. In the first half of the year, revenue was 598 million yuan, an increase of 154.33% year-on-year; net profit was 267 million yuan, an increase of 459.64% year-on-year; basic earnings per share were 2.4 yuan. The company plans to distribute dividends of 9.6 yuan (including tax) for every 10 shares. During the reporting period, the company’s infrared products achieved revenue of 104 million yuan, an increase of 444.52% year-on-year; human temperature measurement products achieved revenue of 299 million yuan, an increase of 9624.66% year-on-year.
Zhejiang Pharmaceutical: Benefit from the price increase of vitamin E and vitamin A, and the performance in the first three quarters is expected to increase
Zhejiang Pharmaceutical (600216) announced its semi-annual report on the evening of August 25. In the first half of the year, the company achieved revenue of 3.528 billion yuan, a year-on-year decrease of 1.59%; net profit was 427 million yuan, an increase of 52% year-on-year. The main reason for the sharp increase in performance is the increase in market prices of vitamin E and vitamin A, and sales have increased. The company expects that the net profit in the first three quarters will increase significantly year-on-year.
Jianfan Bio: Net profit in the first half of the year increased by 44.11% year-on-year.
Jianfan Bio (300529) disclosed its semi-annual report on the evening of August 25, achieving revenue of 870 million yuan in the first half of the year, an increase of 32% year-on-year; net profit of 441 million yuan, an increase of 44.11% year-on-year; basic earnings per share of 0.55 yuan. Jianfan biological products are blood purification related products and equipment.
Franc Group: Net profit in the first half of the year increased by 35.97% year-on-year.
Franc Group (000513) disclosed its semi-annual report on the evening of August 25, achieving revenue of 5.095 billion yuan in the first half of the year, an increase of 3.16% year-on-year; net profit of 1.005 billion yuan, an increase of 35.97% year-on-year; basic earnings per share of 1.07 yuan.
China Pharmaceutical: Net profit in the first half of the year increased by 12.93% year-on-year.
China Pharmaceutical (600056) announced its semi-annual report on the evening of August 25. In the first half of the year, the company achieved revenue of 18.809 billion yuan, an increase of 11.56% year-on-year; net profit of 777 million yuan, an increase of 12.93% year-on-year; basic earnings per share of 0.73 yuan. During the reporting period, the company’s international trade sector did a good job in reserve protection and export of epidemic prevention materials in accordance with national requirements during the epidemic period, achieving operating income of 7.244 billion yuan, an increase of 84.02% year-on-year.
Fosun Pharmaceutical: Net profit in the first half of the year increased by 13.1% year-on-year
Fosun Pharmaceutical (600196) announced its semi-annual report on the evening of August 25. The company achieved revenue of 14.028 billion yuan in the first half of the year, down 1.02% year-on-year; net profit was 1.715 billion yuan, an increase of 13.1% year-on-year. The epidemic factors in the first quarter had a certain impact on the group’s medical service business, drug manufacturing and R & D sector injection business, etc. The production and operation of various products in the second quarter have resumed, and the operating income in the second quarter of the second quarter was 8.148 billion yuan, an increase of 38.55% compared with the first quarter and an increase of 9.47% compared with the second quarter of last year.
Tasly: net profit of 686 million yuan in the first half of the year, down 23.65%
Tasly (600535) on the evening of August 25th disclosed the semi-annual report, the company achieved operating income of 8.623 billion yuan in the first half of the year, down 8.43% year-on-year; net profit of 686 million yuan, down 23.65% year-on-year; basic earnings per share of 0.45 yuan. Facing the upgrading of the pharmaceutical industry and technological innovation, the company continues to focus on the largest and fastest growing cardiovascular and cerebrovascular, digestive and metabolic, and anti-tumor three major therapeutic areas in the market to achieve the coordinated development of modern traditional Chinese medicine, biological drugs, and chemical drugs.
China Resources 39: Net profit in the first half of the year fell 38.41% year-on-year
China Resources Sanjiu (000999) disclosed its semi-annual report on the evening of August 25, achieving revenue of 5.832 billion yuan in the first half of the year, a year-on-year decrease of 18.62%; net profit of 1.061 billion yuan, a year-on-year decrease of 38.41%; basic earnings per share of 1.08 yuan. The decline in net profit was mainly due to the confirmation of the sale of the equity of the subsidiary Sanjiu Hospital in the same period last year and the ROI of about 680 million yuan (after tax). Excluding the above impact, the company achieved a year-on-year increase of about 2% in net profit attributable
Dong-E E-Jiao: Loss of 84.02 million yuan in the first half of the year
Dong-E E-Jiao (000423) disclosed its semi-annual report on the evening of August 25, achieving revenue of 1.095 billion yuan in the first half of the year, down 42.06% year-on-year; loss of 84.02 million yuan, profit of 193 million yuan in the same period last year.
Aier Ophthalmology: Net profit in the first half of the year fell by 2.72% year-on-year.
Aier ophthalmology (300015) disclosed its semi-annual report on the evening of August 25, achieving revenue of 4.164 billion yuan in the first half of the year, down 12.32% year-on-year; net profit of 676 million yuan, down 2.72% year-on-year; basic earnings per share of 0.17 yuan.
Jiabiyou: Net profit in the first half of the year increased by 12.5% year-on-year
Jiabiyou (688089) disclosed its semi-annual report on the evening of August 25. In the first half of the year, the company achieved revenue of 150 million yuan, an increase of 2.61% year-on-year; net profit was 71.21 million yuan, an increase of 12.5% year-on-year. In the "Diagnosis and Treatment Plan for Severe and Critical Cases of Novel Coronavirus Pneumonia (Trial Second Edition) " released by the National Health Commission, omega-3 fatty acids including DHA are used as nutritional support treatment plans for patients with severe COVID-19. In this context, the company continues to expand product categories, expand product application fields, and expand product market areas.
CITIC Construction Investment: Net profit in the first half of the year increased by 96.54% year-on-year
CITIC Construction Investment (601066) disclosed its semi-annual report on the evening of August 25. The company achieved revenue of 9.90 billion yuan in the first half of the year, an increase of 67.63% year-on-year; net profit was 4.578 billion yuan, an increase of 96.54% year-on-year. During the reporting period, the company plans to invest in the banking business segment to achieve a total operating income of 1.982 billion yuan, an increase of 22.61% year-on-year; the wealth management business segment achieved a total operating income of 2.551 billion yuan, an increase of 18.35% year-on-year; the transaction and institutional Client Server business segment achieved a total operating income of 4.279 billion yuan, an increase of 2
Wanji Technology: Net profit of 327 million yuan in the first half of the year, turning losses year-on-year
Wanji Technology (300552) disclosed its semi-annual report on the evening of August 25, achieving revenue of 762 million yuan in the first half of the year, an increase of 134.93% year-on-year; net profit of 327 million yuan, a year-on-year turnaround; basic earnings per share of 1.7 yuan. During the reporting period, benefiting from the vigorous promotion and popularization of ETC construction by the transportation department, the company’s ETC business income increased significantly compared with the same period of the previous year.
Hanrui Cobalt Industry: Turn losses in the first half of the year, profit 61.97 million yuan
Hanrui Cobalt Industry (300618) disclosed its semi-annual report on the evening of August 25. The company achieved operating income of 1.036 billion yuan in the first half of the year, an increase of 12.32% year-on-year; realized net profit of 61.9711 million yuan, a year-on-year turnaround; basic earnings per share of 0.23 yuan. During the reporting period, the company took the Congo (Kinshasa) cobalt resource base as a guarantee and laid out a complete industrial chain of cobalt, and product sales maintained steady growth.
Ganfeng Lithium Industry: Net profit in the first half of the year fell 47.1% year-on-year
Ganfeng Lithium Industry (002460) disclosed its semi-annual report on the evening of August 25, achieving revenue of 2.387 billion yuan in the first half of the year, down 15.43% year-on-year; net profit of 156 million yuan, down 47.1% year-on-year; basic earnings per share of 0.12 yuan.
HBIS shares: net profit in the first half of the year fell 40.7% year-on-year
HBISCO shares (000709) on the evening of August 25 disclosed the semi-annual report, the first half of the revenue 50.438 billion yuan, down 19.16%; net profit 693 million yuan, down 40.7%; basic earnings per share 0.045 yuan.
Meike Home Furnishing: Net profit loss of 115 million yuan in the first half of the year
Meike Home Furnishing (600337) disclosed its semi-annual report on the evening of August 25. In the first half of the year, the company achieved revenue of 1.685 billion yuan, a year-on-year decrease of 37.83%. Due to the COVID-19 epidemic, the company’s domestic retail and international wholesale businesses were affected by consumption delays, resulting in a relatively large income scale
[Increase or decrease]
Tongfu Microelectronics: The big fund has recently reduced its holdings of 1.19% of the company’s shares
Tongfu Microelectronics (002156) announced on the evening of August 25 that the National Integrated Circuit Industry Investment Fund has reduced its holdings of 1.1929% of the company’s shares since May 29, of which 2.3406 million shares were reduced on August 24.
New coordinates: shareholders and directors, supervisors, and senior executives will reduce their holdings by no more than 1.95%
New coordinates (603040) announced on the evening of August 25, the company’s shareholders Youyuan Investment, director and deputy general manager Yao Guoxing, deputy general manager and secretary of the board of directors Zheng Xiaoling, plan to reduce the total holdings of no more than 2.02 million shares in the next 6 months, the proportion of reduction does not exceed 1.95% of the company’s total share capital. The company also disclosed the semi-annual report, the first half of the net profit of 64.62 million yuan, an increase of 15.91%.
Tianrun Dairy: Corps Dairy block trade 4.20 million shares
Tianrun Dairy (600419) announced on the evening of August 25 that the second largest shareholder, Bengtuan Dairy, reduced its holdings of 4.20 million shares through block trade on August 25 due to the need to return bank loan funds, accounting for 1.56% of the company’s total share capital, and the transaction price was 16.65 yuan/share. After the reduction, Bengtuan Dairy held 8.83% of the company’s shares and remained the company’s second largest shareholder.
[Win the bidding contract]
Taiji Industry: Subsidiary won the bidding 3.16 billion yuan major project
Taiji Industrial (600667) announced on the evening of August 25 that Eleven Technology, a holding subsidiary, recently received the win the bidding notice, confirming that Eleven Technology is Wuhan Zuoling New Town Development and Investment Co., Ltd. Zuoling New Town also built the sixth phase of the A2 plot project. The general contracting unit of the project (EPC), the winning bid price is 3.16 billion yuan, and the winning bidding period is 730 days.
Oriental Cable: won the bidding 2.04 billion yuan offshore wind power and offshore oil and gas projects
Dongfang Cable (603606) announced on the evening of August 25th that recently, the company has received the "win the bidding notice" from the invite tenders agency, confirming that the company is the winning the bidding unit of Huadian Yangjiang Qingzhou Three Offshore Wind Power Project, Huadian Yuhuan No. 1 Offshore Wind Farm, Lufeng 22-1 Oilfield Development and other projects, and the total winning the bidding amount is 2.04 billion yuan, accounting for 55.27% of the company’s operating income in the latest fiscal year.
Tianyi Shangjia: Signed a framework agreement with Guangzhou Bureau for territorial maintenance and procurement of Fuxing standard EMUs
Tianyi Shangjia (688033) announced on the evening of August 25th that the company received the Fuxing standard EMU territorial maintenance procurement framework agreement signed with Guangzhou Railway Vehicle Co., Ltd., a subsidiary of Guangzhou Bureau. The valid period of cooperation between the two parties is 5 years, and the estimated number of maintenance is 57,000 pieces. The signing of the agreement marks the company’s successful development of the Guangzhou Bureau EMU brake piece territorial maintenance market and further expands the company’s maintenance product range.
Funeng Technology: The subsidiary was designated as the power battery supplier for the Dongfeng Lantu H56 project
FuNeng Technology (688567) announced on the evening of August 25th that FuNeng Zhenjiang, a wholly-owned subsidiary of the company, recently received a fixed-point notice from Lantu Automotive Technology Branch of Dongfeng Motor Group. The company has been designated as the power battery supplier of Dongfeng Lantu H56 project. The Dongfeng Lantu H56 project is an important project of Dongfeng Group’s high-end pure electric vehicle modular platform. The battery demand of this model is expected to be 5GWh in the next seven years. The fixed-point project is scheduled to start production in 2022.
[Other]
Nangang Co., Ltd.: Plans to participate in the reorganization investment of Shente enterprises
Nangang (600282) announced on the evening of August 25 that the company intends to participate in the bankruptcy reorganization of Jiangsu Shente Iron and Steel Co., Ltd. and its affiliated enterprises (referred to as "Shente enterprises"). The Shente enterprises are located in Liyang City, Jiangsu Province. They are an iron and steel joint enterprise integrating sintering, ironmaking, steelmaking and rolling. The main products are bars and wires. The record production capacity of the Shente enterprises is: ironmaking capacity 2.25 million tons (550,000 tons of production capacity have been judicially auctioned, and the execution objection procedure for the judicial auction is still under trial), steelmaking capacity 2.70 million tons; hot rolling capacity 4.66 million tons.
Data Port: Plans to invest 493 million yuan in China Unicom (Huailai) Big Data Industrial Park
Data Port (603881) announced on the evening of August 25th that the company plans to invest in the first phase of China Unicom (Huailai) Big Data Innovation Industrial Park project. The project includes a 25,500-square-meter data center and a 3,000-square-meter operation and maintenance building. The data center plans to put more than 3,000 cabinets into operation. It is expected that the company’s total investment in the project is about 493 million yuan. The company also disclosed its semi-annual report that the net profit in the first half of the year was 60.50 million yuan, a year-on-year decrease of 12.47%.
Qin’an shares: position squaring part of the futures contract, the income 14.29 million yuan
Qin’an shares (603758) announced on the evening of August 25th that on August 24th, the company carried out part of the position squaring of the futures investment contracts established in the early stage, and the position squaring income was 14.2933 million yuan, accounting for 12.12% of the company’s net profit in 2019.
Bank of Communications: Jiaobin Financial Technology Company was registered and established
Bank of Communications (601328) announced on the evening of August 25th that on the same day, the company’s subsidiary technology subsidiary, Jiaobin Financial Technology Co., Ltd. (Jiaobin Jinke), was registered and established in Lingang New Area, China (Shanghai) Pilot Free Trade Zone. Jiaobin Jinke has a registered capital of 600 million yuan, and its main business direction is to use financial technology as a means to carry out software research and development, technical consultation and innovation, information system integration services, etc.
Northeast Pharmaceutical: The new production line of vitamin D2 has been qualified for production
Northeast Pharmaceutical (000597) announced on the evening of August 25 that the company’s new production line of vitamin D2 for raw materials has passed the on-site inspection of drug GMP, marking that the new production line of vitamin D2 has obtained the production qualification and meets the conditions for listing and sales.
STSG-0002 Injection completes first patient administration
Shu Taishen (300204) announced on the evening of August 25 that the company and its wholly-owned subsidiary Sannuojiayi organized a gene drug for the treatment of hepatitis B virus infection-related diseases – STSG-0002 injection, which recently completed the first patient administration (Phase I clinical trial) in Peking University First Hospital.