Every time it goes, it must be known (weekend version) 丨 CITIC Securities: The most secure right entry time is expected to be in October; China Telecom announced the fire situation of the Changsha Branch;

NO.1 Today (September 18), the SFC website released 6 ETF registration approval. These 6 ETFs are the ESC CSI Chip Chip ETF, Huaan Shangbi Science and Creative Board Chip ETF, Southern Shanghai Securities Science and Technology Innovation board New Materials ETF, Boshimo SSI Science and Technology Board New Materials ETF, Huaxia CSI Machine Tool ETF, Cathay Cathay CSI Machine Tool ETF. It is worth noting that the six ETFs were just completed on September 16, and they were quickly approved in just 2 days. (Website of the CSRC)

NO.2 follows the deposit interest rate of a state -owned bank, and many banks follow up. The reporter's investigation found that not only shares banks, but also some city commercial banks also lowered deposit interest rates. Taking Nanjing Bank as an example, the customer service of a branch of the Nanjing Branch of the bank told reporters: "Nanjing Bank Nanjing Branch has adjusted the five -year period of deposit interest rates from the previous 3.75%to 3.65%. The adjustment date is September 16 . One -year, two -year, and three -year term deposit interest rates have not been adjusted for the time being, with 2.1%, 2.6%, and 3.25%, respectively. "On the whole, the bank's adjusted deposit interest rate is higher than that of state -owned banks and shares. Row. Insiders believe that in August LPR lowered the background of LPR, a number of bank deposit interest rates were reduced, and more banks followed. (Fortune Bull)

NO.3 Chengdu's new coronary virus pneumonia's epidemic prevention and control headquarters issued a notice that the city has resumed production and living order in an orderly manner since 00:00 on September 19, 2022. Citizens complete nucleic acid tests at least once a week. The city is resumed to be willing to inspect the samples of nuclear acid acid samples to provide free mixed inspection services for citizens. Entering public places and communities (courtyards), taking public transportation, you must check the 72 -hour kernel acid negative proof. Key industries and key groups strictly implement nucleic acid testing requirements in accordance with regulations. The implementation of code management for not participating in nucleic acid test personnel in accordance with regulations. (Jin Guan News)

NO.4 China Merchants Strategy believes that the A -share environment is more and more like the end of 2012, comprehensively evaluating factors such as economy, liquidity, valuation, resident wealth, and market interpretation. between. Although at this stage seems to fluctuate and the market performance is average, big opportunities are brewing in this environment. Once the domestic macroeconomic situation has improved and market risk appetite is improved, A shares are prone to opportunities for index levels. Therefore, it is currently an important bottom strategic layout of A shares. (Investment strategy)

NO.5 CITIC Securities Research Report believes that since September, the expected expectations of rapid interest rate hikes overseas have continued to heat up, trade dispute disturbances are intensive, incremental funds are limited, the positioning structure is unbalanced, and the game is fiercely expected to exacerbate market fluctuations. The current market conditions are better than April than April There is an opportunity for the left side, but the most secure right time is expected to be in October. Judging from the recent disturbance factors, the U.S. inflation exceeds expectations of rapid interest rate hike expectations, which has exacerbated the fluctuation of short -term RMB exchange rates. Trade -related frictions frequently appear, causing concerns of investors' external demand stability. From the perspective of the liquidity of the stock market, the inflow of incremental funds continues to slow down, the position of the stock funds remains high, and the position structure is still unbalanced. From the perspective of the market rhythm, the overall market valuation of the current market is reasonable, and absolutely attractiveness is slightly inferior to the end of 2018. There are opportunities for the left side configuration. However, we believe that in October Entering the right side is more secure. In terms of configuration, it is recommended to strengthen the "hot and cold", and focus on continuing to turn into some unpopular industries in the early stage.

Yangjie Technology (300373.SZ) said on the investor interactive platform on September 17 that the company has a mature chip packaging business, but it has not yet involved Chiclet -related business. The company will judge whether the future will be cut into related areas based on actual development needs.

*ST New Essay (300336.SZ) On September 18th, he said on the investor interactive platform that as of June 30, 2022, the TV series "Tianhe Biography" has been filmed and is in the post -production stage; the movie "Mermaid 2" is in the post -production During the improvement stage, the company has not received the fixed notice of the movie "Mermaid 2".

Changhong Meiling (000521.SZ) said on the investor interactive platform on September 17 that the company's foreign operating income was 4.82 billion yuan in 2021. The company's products have been listed on a number of energy -saving products in Europe according to European energy efficiency standards and sold in many European countries.

In the investor interactive platform on September 18th (300308.SZ), on September 18th, Hello, the company always pays attention to the research and development and innovation of optical module technology, continuously promotes product iteration updates and high -speed, miniaturized, low -efficiency, low work The development of consumption and other directions can meet the larger bandwidth, higher speed and lower latency network needs in the future. In addition, the company is the earliest supplier of the global release, testing and certification through 800G optical module products. It has the industry's leading technical advantages and has received 800G batch orders from overseas customers, which will mass -produced goods in the fourth quarter of this year.

Intelligent Home (301061.SZ) said on the investor interactive platform on September 17 that the company is currently based on export, mainly based on US dollars as a settlement currency. At this stage, the depreciation of the renminbi is indeed conducive to the company's financial conditions and the competitiveness of exports. At any time, the factors that affect the depreciation of the exchange rate appreciation are objective. The company should strive to control and dominate the "subjective" factor that determines the development of the enterprise to ensure progress and development in a challenging market environment. Saiwei Electronics (300456.SZ) said on the investor interactive platform on September 17 that as of now, the company's Beijing FAB3 provides MEMS process development or wafer manufacturing services for many domestic and overseas silicon wheat design companies.

Chuanyi (603100.SH) said on the investor interactive platform on September 16 that the company's intelligent transmitter, intelligent regulatory valve, intelligent execution agency, temperature instrument and other main product sequences all have nuclear power instruments.

Kanghua Biological (300841.SZ) said on the investor interactive platform on September 16 that the company implements closed -loop management in accordance with the relevant provisions of the regional epidemic control, which has a limited impact on production and operation. announcement.

Houpu Co., Ltd. (300471.SZ) said on the investor interactive platform on September 16 that the company and the French liquid and empty joint venture set up a liquid Houki Hydrogen Energy Equipment Co., Ltd. Essence

Hua Shengchang (002980.SZ) said on the investor interactive platform on September 17 that the company's products are mainly foreign -selling, overseas business revenue accounts for relatively high, and the depreciation of the renminbi has a positive impact on the company's exchange profit and loss. Uncertainty.

China Telecom (SH601728, the stock price of 3.75 yuan, a market value of 343.2 billion yuan) announced on the evening The cause of the fire is under investigation without causing casualties. After the fire, China Telecom Co., Ltd. immediately launched an emergency plan and actively cooperated with relevant departments to organize fire extinguishing work. The company leaders rushed to the scene to organize processing. During the fire relief process, the internal equipment inside the building was powered off. After emergency treatment, the affected business has been restored. The Changsha Branch has purchased insurance for relevant equipment and reports to the insurance company. The specific loss is verifying. The fire accident is expected to have a significant impact on the company's production and operation and financial indicators. The company will carefully learn the lessons of the accident, comprehensively carry out investigation of safety production and fire hazards to prevent similar accidents from happening again.

Wuzhou Special Paper (SH605007, the stock price is 15.04 yuan, and the market value of 6.016 billion yuan) announced on the evening of September 18. On September 15, the company's wholly -owned subsidiary Jiangxi Wuxing Paper Co. Essence At present, the rescue work has ended, and the cause of the accident is under investigation. After the accident, the company immediately launched an emergency plan, and the company's leaders immediately rushed to the scene to organize processing and reported to the relevant local government departments in accordance with relevant procedures. The Houkou County Emergency Administration issued the "Order of the Dialogue for Rectification in a time limit", which was ordered to stop production under the premise of ensuring production safety. Jiangxi Five Stars are the company's wholly -owned subsidiaries and the company's main production base. From January to June 2022, Jiangxi's five-star operating income was 1.888 billion yuan, accounting for 63.50%of the company's operating income; net profit of 90.972 million yuan, accounting for 42.17%of the company's net profit.

Tai Chi (SZ002368, the stock price of 18.96 yuan, a market value of 10.99 billion yuan) announced on the evening of September 18 that the company's debtor Lan Xunxin Run could not claim the company's due debt and lacks the capacity of claim. The people's court applied for bankruptcy and liquidation of Lan Xun Xinrun. The court believes that Lan Xunxin Run was enforced and could not be repaid for due debts, and the balance sheet also showed that it had no debt and had the cause of bankruptcy stipulated in the bankruptcy law. Essence As of now, the company's total accounts receivable and contract assets of Lan Xun's Xinrun Run have a total of 69.46 million yuan, and the impairment preparation has been provided for 45.15 million yuan.

Zhejiang Shibao (SZ002703, the stock price of 10.27 yuan, a market value of 8.11 billion yuan) issued an announcement on the evening of September 18. The company's daily closing price increased value of more than 20%within two consecutive trading days. The company's recent operating situation is normal, and no major changes in the internal and external operating environment have undergone major changes; the company's controlling shareholders and actual controller do not exist in major matters that have not been disclosed by the company, or are in major matters in the planning stage; The actual controller did not buy and sell the company's shares during the company's stock trading abnormal fluctuations.

Dima shares (SH600565, the stock price of 2.31 yuan, a market value of 5.755 billion yuan) issued an announcement on the evening of September 18. The company's cumulative lawsuit (arbitration) amount in the past 12 months was 862 million yuan, of which a total of 548 million cases of arbitration cases were not concluded and arbitration cases were not concluded. Yuan, the cumulative litigation and arbitration cases were 314 million yuan.

Shanghai Yashi (SH603329, the stock price of 17.86 yuan, a market value of 2.835 billion yuan) announced on the evening of September 18 that the company's controlling shareholder Jiangsu Yashi Investment Group Co., Ltd. signed After the "Share Transfer Agreement", Changxing Haoqin was transferred to Yasshi Group's 16.8 million shares of the company, accounting for 10.58%of the company's total share capital, the transfer price was 18.90 yuan per share, and the transfer price was 318 million yuan. The transfer of funds for this agreement will be used to return all the stock pledge financing of Yashi Group, which will help reduce the risk of pledge of the controlling shareholder and will not cause the company's controlling shareholder and actual controller to change. San'an Optoelectronics (SH600703, the stock price is 21.95 yuan, and the market value of 98.32 billion yuan) announced on the evening of September 18 that recently received a letter from the shareholders' integrated circuit industry investment fund Co., Ltd. Ren Kai, the former director of the company, was unable to fulfill the responsibilities of the directors due to personal reasons. On September 18, the company held the 25th meeting of the 10th board of directors to review and approve the "Proposal on Change the Directors of the Company". end.

Zhejiang Dongri (SH600113, the stock price of 6.8 yuan, a market value of 2.798 billion yuan) announced on September 18 that it plans to terminate 100%equity of Wenzhou Modern Cold Chain Logistics Co., Ltd., because the company believes that the trading conditions are not yet mature.

Selis (SH601127, the stock price of 63.08 yuan, a market value of 9.44 billion yuan) issued an announcement announcement on the evening of September 18 to establish a strategic agreement with Chongqing Liangjiang New District Management Committee to strengthen cooperation. The two parties will go on the goal of jointly promoting the development of Selis into a new energy vehicle industry, seize the trend, seize opportunities, do a good job of technological innovation, promote transformation and upgrading, continuously enhance the influence of Selis, and jointly help Chongqing build a world -class level to build a world -class level Intelligent Connected New Energy Vehicle Industry Cluster, accelerate the formation of trillion -level automobile industry clusters.

Kailaiying (SH600478, the stock price of 8.13 yuan, a market value of 13.5 billion yuan) announced on the evening of September 18 that due to regulatory reasons, the company and Snapdragon were not yet reached by Snapdragon's future development planning and corresponding measures. The principle of mutual benefit decided to terminate the merger and acquisition transaction and continue to maintain business strategic cooperative relations. Earlier, the company intends to acquire SNAPDRAGON by about $ 57.94 million in its own funds by the consolidated method. After the completion of this acquisition, Kai Laiying will hold 100%of Snapdragon.

Daily Economic News

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