Every time it goes to know (afternoon version) 丨 The three major stock indexes rose slightly, and the concept of large aircraft concept stocks strengthened in the afternoon; ST Intercontinental: There is no natural gas business, can you take a hat to depend on the annual report?
Author:Daily Economic News Time:2022.09.13
At 15:00 on September 13th, Beijing time, the closing of the Shanghai Stock Exchange Index rose 1.75 points, an increase of 0.05%, the acquisition of 3263.8 points, and the turnover was 339.022 billion yuan. At the point, the turnover was 432.329 billion yuan; the GEM finger closed at 2.41 points, an increase of 0.09%, the close of 2550.63 points, and the turnover was 129.128 billion yuan; The turnover was 218.521 billion yuan.
Solid stocks rose more, and more than 2,500 stocks in the two cities rose. The sales of the Shanghai and Shenzhen cities today were 771.3 billion yuan, a shrinkage of 8.3 billion compared with the previous trading day, and the market trading continued to slump. The net inflow of funds on the day of the north was 3.971 billion yuan. Among them, the Shanghai Stock Connect was 2.157 billion yuan, and the Shenzhen Stock Connect was 1.814 billion yuan.
On the plate, the precious metal sector rose sharply, the gold and silver industry rose daily limit, and the Chifeng Golden Creation stage was new. The vehicle stocks fluctuated and strong, and Ankai Bus and Asian Passenger cars daily limit. The concept of large aircraft concept shares in the afternoon, Tongda, Runbei Airlines, and Lihang Technology's daily limit. In addition, pork, Chinese medicine, liquor, retail and other sectors are active, but most of the stocks have rushed up. The overall market hotspot is relatively messy, without particularly strong main line. In terms of decline, CRO concept stocks plummeted, and Kai Lai Ying and Yaoming Kant both daily limit.
The top five industries were precious metal, 2.9%of aerospace, 2.68%of the vehicle, 2.65%of the excavation industry, and 1.87%of agriculture and animal husbandry and fishing.
The top five industries were-2.09%of real estate development,-2.03%of the power industry,-1.64%of gas-1.64%, -1.59%of the coal industry, and -18%of medical services.
NO.1 According to several people close to the Chinese COMAC, according to the current plan, on September 19th, this symbolic day, the Chinese Civil Aviation Administration will issue it to C919 as a flight certificate. It means that the model will start delivery to operators. According to the current plan, the first machine will be delivered to the first operator China Oriental Airlines Co., Ltd. before the end of the year, and China Eastern Airlines may put the new machine into operation for the first time in the first quarter of 2023. (Huaxia Times)
NO.2 Recently, because of the talk show actor mentioned "600759" in the show, ST ICCC, which corresponds to the code, quickly appeared on the hot search list of major social platforms. This morning, ST Intercontinental opened a limit. About 10:30 fry the frying plate falling. In this regard, the First Financial reporter called the ST Intercontinental Investor Hotline as an investor today. The staff said that as of now, the company's production and operation has not changed significantly. The company currently focuses on oil and has no natural gas business. It is worth mentioning that the company announced at the end of April this year that the net profit before and after the deduction of non -recurring profit and loss in the past three consecutive fiscal years was negative, and the company's stock transactions were implemented by other risk warnings. The staff said that whether the company can take off this year depends on the company's annual report. (First Finance)
NO.3 The National Development and Reform Commission News, according to the current situation of the pig market, in order to effectively do a good job of stable and prices in the pig market, the State will put in the second batch of central pork reserves this year. In the next step, the National Development and Reform Commission will continue to pay close attention to the supply and demand and price situation of the pig market with relevant departments, actively organize the adjustment of pork reserves, and further increase the launch when necessary.
Huaxi Securities issued a research report on September 13 that Gwangwei Fuwu (300699.SZ, the latest price: 85.55 yuan) was given to buy rating. The reasons for the rating mainly include: 1) independent development of the new variety CCF700G fiber, and the production capacity is ready in place; 2) the full series of aviation carbon fiber series, new varieties contribute new increment; The linked layout is further improved; 4) C919 is imminent, waiting for the release of domesticization needs. Risk reminder: the progress of production capacity is not as good as expected risks; risks of new products development; intensified competition leads to the risk of decline in price; the risk of repeated epidemic affects production delivery.
AI Comment: In the past month, Guangwei Fuwa has received 11 securities companies' research reports. Buy 10, the average target price is 89.79 yuan, which is 4.24 yuan higher than the latest price of 85.55 yuan, and the average target price increases by 4.95%.
Haitong International released a research report on September 13 that the blue cursor (300058.SZ, the latest price: 5.42 yuan) is better than the market rating, with a target price of 5.4 yuan. The reasons for rating mainly include: 1) Affected by the epidemic, reduction of investment income, and overseas business, the company's performance has fallen to a large extent; 2) The overall overall overall company's business epidemic is still relatively stable, and the "camp+sales" strategy will be implemented; 3 ) The globalization of the overseas business, serving small and medium -sized brands; 4) Accelerate the development of innovative business such as the Yuan universe and explore the application of VR/AR technology marketing scenarios. Risk reminder: Repeatedly affecting the demand for advertising by the epidemic is not as good as expected, and the accounts receivable will extend the risk.
AI comment: The blue cursor has received 4 brokerage research reports in the past month, bought 2, and increased its holdings. The average target price was 6.9 yuan. Compared with the latest price of 5.42 yuan, it was 1.48 yuan high. The average target price increased on the target price. 27.31%.
China Galaxy issued a research report on September 13 that it was recommended to Shaanxi Construction (600248.SH, the latest price: 4.89 yuan). The reasons for the rating mainly include: 1) steady performance and improvement of operating cash flow; 2) New signing contracts increased by 21.35%year -on -year, full of orders in hand; 3) The new energy industry is booming. Risk reminder: The new signing is not as good as expected risks; the risk of the new crown epidemic affects the progress of the project; AI Comment: In the past month, Shaanxi Construction Industry has received a focus on the research report of securities firms and bought 1.
Oriental Securities issued a research report on September 12 that Her Feng (603609.SH, the latest price: 10.58 yuan) was given to the rating rating, and the target price was 14.00 yuan. The reasons for rating mainly include: 1) Hefeng Co., Ltd. has developed into a large -scale agricultural and animal husbandry enterprise with three core businesses with feed and feed raw materials, meat and poultry industrialization, and pig breeding; 2) Feed is the company's first main business. Pay attention to the post -cycle Configuration opportunities; 3) White chicken cycle bottom; 4) Pig breeding profit rose. Risk reminder: Risk risk, epidemic risk, and consumer demand decline exceeded expectations.
AI Comment: Hefeng has received 5 brokerage research reports in the past month, and bought 3, with an average target price of 13.25 yuan. Compared with the latest price of 10.57 yuan, the average target price increases by 25.35%.
Southwest Securities issued a research report on September 13 that it was rated by Changan Automobile (000625.SZ, the latest price: 14.33 yuan). The reasons for the rating mainly include: 1) the influence of limited electricity, and the sales volume in August; 2) the performance of independent new energy sales; 3) the export performance in the first August and the joint venture sales volume steadily. Risk reminder: The risk of epidemic diffusion, chip shortage risk, independent brand sales and profitability are less than expected risks, new energy sales performance is lower than expected risks, and joint venture brand sales are not as good as expected risks.
AI Comment: Changan Automobile has received the attention of 12 brokerage companies in the past month, bought 10, and increased its holdings. The average target price was 22.58 yuan. Compared with the latest price of 14.33 yuan, it was 8.25 yuan high. The average target price increased by 57.59 %.
ST Hiroshi (002482.SZ) said on the investor interactive platform on September 13 that the company and Xiaomi Communication Technology Co., Ltd. related businesses delayed the development. Investors are requested to pay attention to investment risks.
Yunhai Metal (002182.SZ) said on the investor interactive platform on September 13 that the company's subsidiary Chaohu Yunhai Magnesium Co., Ltd. owns 88.6425 million tons of white cloudstone, and the joint venture company Anhui Poorem Light Alloy Co., Ltd. owns 1319.7813 million tons The mining right of Baiyun Stone. The company is conducting the research of magnesium hydrogen storage materials.
Fucheng (600965.SH) stated on the investor interactive platform on September 13 that the repurchase agreement of Yixing Cemetery has begun to be implemented, and some agreement funds have been received according to the agreed time of the agreement. payment. Qianjiang Cemetery belongs to Shuangpu Town, Xihu District, Hangzhou City. In the Lingshan Scenic Area in the control regulations, it can be directly reached along Hangfu Highway. The distance between the straight line of the Railway Station of the Cheng Station is about 21.6 kilometers; the distance between the "Wulin Plaza" in the center of Hangzhou is about 23 kilometers; the distance between the West Lake Scenic Area is 17.8 kilometers, and the location is really good. The follow -up processing plan of Qianjiang Cemetery has not been determined.
Jiaze Xinneng (601619.SH) said on the investor interactive platform on September 13 that the company's current energy storage project capacity is 15MWh, of which: Zhangjiakou "Olympic Scenery City" It is 10mwh, and the supporting energy storage of 25MW decentralized wind power projects in Zhangming Township, Shangshui County is 5MWH. For the company's project investment construction information, please refer to the announcement of the company disclosed by the company's website and designated letter media on the Shanghai Stock Exchange.
Sumida (600710.SH) said on the investor interactive platform on September 13 that the company's ship manufacturing business is currently sufficient in hand in hand, and the production schedule is until 2025. The order in hand is mainly Crown63 Plus bulk cargo ship. The shipping business currently operates over 2 million tons, and the total tonnage ranks among the top ten in China.
China Drone (688297.SH) stated on the investor interactive platform on September 13 that the company currently does not invest in construction projects in the Zigong UAV industrial base. At present, the relevant investment projects please consult related units and companies.
Shuangfei (300817.SZ) stated on the investor interactive platform on September 13 that our company's products are widely used and are mainly used in machinery manufacturing industries such as automobiles, engineering machinery, hydraulic systems, molds, etc. The company's products are also used in new energy vehicles, wind power, photovoltaic equipment and other fields.
Zhongke Shuguang (603019.SH) said on the investor interactive platform on September 13 that shareholders' holdings are based on their own needs. This reduction will not lead to changes in the control of China Science and Technology computing sources, and will not have a significant impact on corporate governance structure and continuous operation. The company's cooperation with the Computing Office is carried out normally. The reduction of holdings will not affect the company's technical synergy and business cooperation between the company.
Son Tai Technology (600745.SH) said on the investor interactive platform on September 13 that the main application areas of the company's products are automobiles, industry and consumption. Among them, automobiles and industries are the main areas of the company's power semiconductor business growth.Shenzhen Gas (601139.SH) said on the investor interactive platform on September 13 that Shenzhen Gas has started the preparations for the spin -off Swick listing. Please see the company's "Authorized Company Management to start the spin -off subsidiaries Jiangsu SiweiThe reminder announcement of the preparation of the preparatory work of Kexin Materials Co., Ltd. ", announcement number 2022-023.
Taihua New Materials (603055.SH) said on the investor interactive platform on September 13 that the company's main products are nylon long silk, gray cloth and functional finished fabrics.Report.
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