Whenever the trading will know (afternoon version) 丨 Natural gas concept stocks have a rise in the rise; the net sold of more than 7.6 billion yuan in northern direction of funds; industry insiders: This week, the Development and Reform Commission interviewed large pig companies to slaughter enterpr

At 15:00 on September 5th, Beijing time, the closing of the Shanghai Stock Exchange Index rose 13.43 points, an increase of 0.42%, the close of 3199.91 points, and the turnover was 339.592 billion yuan. At the point, the turnover is 43.071 billion yuan; the start of the GEM finger closes 5.18 points, an increase of 0.2%, the close of 2538.2 points, the turnover of 139.558 billion yuan; The turnover was 2011.19 billion yuan.

Solid stocks rose more, and more than 2,500 stocks in the two cities rose. The sales of Shanghai and Shenzhen today were 769.7 billion yuan, which was 23.1 billion from the previous trading day. On the same day, the net outflow of the funds of the north was 7.615 billion yuan, of which 3.765 billion yuan was sold at the Shanghai Stock Connect, and the Shenzhen Stock Connect was sold 3.85 billion yuan.

On the surface of the market, the energy cycle stocks rose collectively, and the gas and coal sectors led the rise. Shengli, Nanjing Public, and Hongtong Gas over 10 daily limits, and Yoshiyura energy once reached a record high. Infrastructure and real estate stocks are active in the afternoon, and the daily limit of Jingneng Real Estate, Chengdu Road and Bridge, and Honglu Steel Structure. The track stocks broke up in the early trading, and the photovoltaic -related sectors led the rise, but most stocks in the afternoon showed a high decline. Last Friday, Beidou navigation opened high and low throughout the day, and only a few stocks such as three -dimensional communications maintained a daily limit. In terms of decline, the consumer sector is adjusted.

The top five industries were 7.87%of gas, 4.48%of the coal industry, 4.24%of the mining industry, 4.04%of the oil industry, and 3.13%of shipping ports.

The top five industries were games -1.77%, food and beverages -1.65%, tourism hotel-1.55%, wine industry -1.5%, and cultural media -1.24%.

NO.1 On September 5, the State Council held a routine blower of the State Council. The relevant persons in charge of the People's Bank of China, the Ministry of Finance, the Ministry of Commerce, and the National Development and Reform Commission introduced the continuation policies and measures for the stability of the economy. Yang Yinkai, deputy secretary -general of the National Development and Reform Commission, said at the meeting that the continuous policy coordinated from both ends of supply and demand, focused on expanding effective demand, promoted investment, consumption, increased employment, strengthened the protection of energy supply, stabilized food production, grasped logistics, guaranteed throughout , Keeping smoothly, continuing to reduce the burden on market players, which helps to further consolidate the foundation of economic recovery and effectively enhance the development of development. (Securities Times)

NO.2 Reporter learned from a number of people in the industry that the National Development and Reform Commission issued a notice to do a good job of stable and stable prices in the pig market. Meat associations, Muyuan, Wen's, Xinwan, Tianbang, Shuanghui, Yurun, Jin Gong, Beijing Second Business Company and other units and companies participated in the meeting. Relevant sources have revealed that this meeting will analyze the current and late pig market supply and demand and price situation, as well as the production and operation of the above company, and the arrangement of production planning this year. (Financial Association)

NO.3 Liu Guoqiang, Vice President of the People's Bank of China, said at a routine hair dryer meeting of the State Council that the next step is to further play the role of the guiding role of the loan market quotation interest rate and the market -oriented adjustment mechanism of deposit interest rates, guide financial institutions On the loan side, reduce the cost of corporate financing and personal credit.

Minsheng Securities issued a research report on September 5 that a recommendation rating of Biyin Lefen (002832.SZ, the latest price: 20.66 yuan) was given. The reasons for the rating mainly include: 1) Biyin Lefen disclosed the 2022 interim report; 2) Q2 company has actively responded, the absolute value performance of the data is better than the relative ratio, and the Q3 low -based number window; 3) The contract liabilities are in a reasonable range; 4) When the second curve expansion on the line is ongoing, the "inventory+new" parties are optimized in one fell swoop. Risk reminder: The epidemic repeatedly affects the performance of the company's terminal retail; the franchise channel is not as good as expected.

AI comment: Biyin Lefen has received 12 brokerage research reports in the past month. It bought 11 for the average target price of 30.78 yuan. Compared with the latest price of 20.66 yuan, the average target price increased by 48.97%.

Oriental Securities released a research report on September 5 that Ding Shengxin Materials (603876.SH, the latest price: 59.05 yuan) was given to buy rating rating. The reasons for the rating mainly include: 1) The company mainly produces and sells all types of aluminum foil. The company produced 634,900 tons of aluminum foil in 2021, with the number one domestic market share, and the proportion of battery aluminum foil business has increased significantly since 2021; Drag, it is expected that the supply gap in the global battery aluminum foil in 2022-2023 is 48,000 tons and 84,000 tons; 3) fast slow: domestic production, flexible production, battery aluminum foil production capacity rapid improvement; 4) efficiency first: process improvement product Qualification rate, fine management reduces raw materials loss, and builds a profit -protecting city. Risk reminder: New energy vehicles are less than expected. The company's new and technical battery aluminum foil projects are not as expected. Statistics of new battery aluminum foil production capacity in the world are not comprehensive. Global new battery aluminum foil projects and production capacity utilization rates exceed expectations. Risk of fluctuations in raw materials. Overseas trade barriers are intensified. Assuming changes in conditions affect the calculation results.

AI Comment: Ding Shengxin has received 5 brokerage research reports in the past month, bought 4, and increased its holdings. The average target price was 66.6 yuan. Compared with the latest price of 59.05 yuan, it was 7.55 yuan high, and the average target price was Rat 12.79%. Hua'an Securities issued a research report on September 4 that it was given a buying rating for Weisi Medical (688580.SH, the latest price: 50.26 yuan). The reasons for the rating mainly include: 1) 22Q2's performance recovered from the previous month, and it is still declining year -on -year; 2) Adhering to the promotion of the strategic upgrade of the "two -wing", the development prospects of medical beauty source equipment and rehabilitation robots are broad. Risk reminder: The development and promotion of new varieties are not as good as expected risks; medical accident risks; market competition intensify risk.

AI comment: Weisi Medical has received 5 brokerage research reports in the past month, bought 3, and increase holding 2.

Oriental Securities released a research report on September 5 that new hope (000876.SZ, latest price: 15.61 yuan) buy rating. The reasons for the rating mainly include: 1) the company released the 2022 semi -annual report; 2) the bottom of the feed to welcome the bottom of the cycle, and the sales volume in the first half of the year; Food has increased significantly. Risk reminder: risk of epidemic disease, risk of volatility of pigs, risk of cash flow, decreased costs as decreased than expected risks and food safety risks.

AI comment: New hopes have received 4 news reports in the past month, buying 2, increased holding 2, the average target price is 20.35 yuan. Compared with the latest price of 15.61 yuan, it is 4.74 yuan high. The average target price increases by 30.37 %.

Tianfeng Securities released a research report on September 5 that the South Glass A (000012.SZ, the latest price: 6.45 yuan) was given to buy rating. The reasons for rating mainly include: 1) Floating method revenue decline, low demand for electronic glass; 2) During the period, the cost control control is good, and the photovoltaic glass profitability is strong. Risk reminder: The rising cost exceeds expectations, the downstream demand is not as good as expected, and the acquisition integration is not as good as expected.

AI Comment: In the past month, Nanyang A has received 5 brokerage research reports, bought 4, and increase holding 1.

Baichuan (002455.SZ) said on the investor interactive platform on September 5 that it was mainly due to the increase in high -temperature coal oil prices of the main raw materials of the main raw materials upstream in 2022, and the project has just been put into production this year, the production capacity has not been fully released, and the fixed cost is Large sorting, squeezing the gross profit of needle -shaped coke products.

Suzhou Guyu (002079.SZ) said on the investor interactive platform on September 5 that the company has not yet involved the manufacturing of GPU chip products.

Minfa Aluminum (002578.SZ) said on the investor interactive platform on September 5 that the company is an aluminum profile product related to the production of new energy vehicles. Regarding major information companies, information disclosure is strictly in accordance with the requirements of information disclosure. Please pay attention to the company's announcement.

Tianshan Aluminum (002532.SZ) said on the investor interactive platform on September 5 that the company's downstream application in aluminum is currently mainly deployed in two directions of high -pure aluminum and new energy vehicle power battery aluminum foil. The company's wholly -owned subsidiary Tianzhan New Materials mainly produces 4N6 high -pure aluminum. At present, 60,000 tons of high -pure aluminum production capacity has been completed. After completion of 40,000 tons of production capacity, it will reach 100,000 production capacity. The production line of high -pure aluminum ingots for foil will become a global technology, scale, and cost leading high -pure aluminum manufacturer; The first phase of the layout of 200,000 tons of power battery aluminum foil production line and 20,000 tons of battery aluminum foil technology reform project. At present, the project construction is undergoing in an orderly manner. The product is mainly used in the positive and negative pole of the lithium battery positive and sodium batteries.

By September 5th, Pure Technology (603690.SH) said on the investor interactive platform on September 5 that more than 80%of the company's current business is in the integrated circuit field. Semiconductor process equipment, support equipment, and system integration business develops rapidly. In the future, there may be a field of development potential to carry out strategic layout.

Shandong Huapeng (603021.SH) said on the investor interactive platform on September 5 that in order to cooperate with the requirements of "energy consumption dual control" in Suxitong Park, Nantong City, Jiangsu Province, Jiangsu Shidao was discontinued. Further revitalize the assets, return the funds to focus on the development of the main business, and improve the company's cash flow and overall profitability.

Shandong Huapeng (603021.SH) said on the investor interactive platform on September 5 that the subsidiary Tianyuan Information has not yet reserved satellite navigation technology.

Jinan Guoji (002636.SZ) said on the investor interactive platform on September 5 that the company's subsidiary Hangzhou Lin'an Pengyu Electronic Co., Ltd. has passed the IATF16949 certification through the automotive industry, and PCB products can be applied to the automotive field.

Southern Network Energy (003035.SZ) said on the investor interactive platform on September 5 that the company is mainly engaged in energy -saving services and provides one -stop comprehensive energy -saving services for customer energy use to provide diagnosis, design, renovation, comprehensive energy project investment and operation and maintenance Essence At present, there are no listed companies that are completely the same as the South Network energy business. Some of the business of some listed companies are similar to the southern network energy sources. For example, solar energy, Jiangsu Xinneng, etc., there is a certain existence of photovoltaic business and the company's distributed photovoltaic business. Similar situations; the lighting operation management and maintenance of China Sports Technology, the lighting contract energy management business of Linyang Energy and the energy -saving business of our city's city, but the company's energy -saving business is more comprehensive, covering industrial energy -saving, building energy saving and cities. Lighting and other aspects. Shaanxi Drum Power (601369.SH) said on the investor interactive platform on September 5 that the company's transparent equipment can be applied to compressed energy storage links and expansion energy links in the field of compressed energy storage. The company continues to optimize and launch high parameters compression unit technology, including large-scale high-temperature and low temperature compressor technology, high-voltage ratio compressor technology, and large domestic multi-axis gear box design technology. In terms of electrical conversion efficiency, the technical needs proposed by the compression unit. Focusing on the large -scale, high conversion efficiency and high reliability requirements of the compressed unit of the large compressed energy storage system, the company adopts the company's mature technology internationally leading AV100 -axis compressor product to complete the technical solution of the 300MW compressed energy storage system and the compression unit R & D. The company's axis flow compressor products are the most advanced leaf type, and the product efficiency is at the international leading level. At present, the company has the design and supply capacity of large compressed units and large -scale expansion generators to the rock -point air storage system. It has the ability to optimize the pneumatic selection and compressed expansion sub -process system of compressed units and expansion units for compression units and expansion units.

Daily Economic News

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