Prospective of the financial incident next week: The interim report disclosure will begin in June economic data will be announced

Next week, the disclosure of the semi -annual report of the A -share listed company will be officially opened, and the Shanghai company's plums will get the top spot. The National Bureau of Statistics will announce data such as industrial value -added, fixed asset investment, and total retail sales of social consumer goods in June. The industry is expected to continue to pick up supply and demand, and the currency growth rate is also faster. The refined oil price adjustment window will be opened again, and the industry is expected to usher in the third down reduction. In addition, 7 new shares will be issued next week, and 2 startup will be launched.

The semi -annual report disclosure is about to be officially opened

From July 15th, the semi -annual report of A -share listed companies will be officially opened. According to the announcement of the Shanghai and Shenzhen Exchange, the Shanghai -Shenzhen company's plums and bishes will be the first to disclose the interim report on July 15th; Wahua Pharmaceutical and Mike Biology will be the first part of the Shenzhen City, which will be disclosed on July 16; The letter development disclosed on July 18 that Taijia disclosed on July 19.

At present, 100 listed companies have disclosed the performance of the interim reporting, and the recent Wind -report pre -increased sector has also performed active. Institutions said that the disclosure period will be disclosed in more dense interim report performance forecasts in the next two weeks. With the coming of the newspaper season, the market will also enter the period of performance verification. The field of supporting performance may obtain excess returns in the market fluctuation environment.

Economic data will be announced in June

On July 15, the National Bureau of Statistics will announce data such as industrial added value, fixed asset investment, and total retail sales of social consumer goods in June.

As the epidemic relief, logistics dredging, and supply chain improvement, CICC expects that the industrial added value in June will increase by 4%year-on-year. It is expected that the cumulative investment in fixed asset investment in January to 6.2%is 6.2%. The zero growth rate in the second quarter was about -5%. Economic activities gradually improved from April-June, and the PMI comprehensive output index rose monthly, while some economic activities that were not covered by monthly high-frequency data or the GDP growth rate in the second quarter was higher than the monthly industrial added value and the service industry production index. The average growth rate. Taken together, CICC is expected to increase by 1.2%year -on -year GDP.

Guotai Junan predicts that the growth rate of GDP in the second quarter was 0.8%, the consumption was weak, the infrastructure and manufacturing industry drove investment, and exports were more tough. Social finance continues to warm up. If there is no fiscal increase in fiscal in the third quarter, the growth rate in June or the high point within the year. At the same time as the total volume rises, the structure also shows signs of improvement, and the medium -length loan edge repair.

Oil price may usher in the third reduction

At 24:00 on July 12, the domestic refined oil price adjustment will be opened in this round. The industry is expected to usher in the third reduction. Since 2022, the refined oil has experienced twelve price adjustments, which has been raised ten times and twice.

According to the calculation of Jinlianchuang, as of the eighth working day of July 8th, the average price of reference to crude oil was $ 107.95/barrel, and the change rate was -4.08%. The corresponding domestic gasoline and diesel retail price should be reduced by 320 yuan/ton. On Friday, international crude oil rebounded widely, and the retail price was expected to decrease. The industry is expected to operate for pressure on the price of gasoline and diesel.

7 new shares will be issued next week

Wind data statistics show that there will be 7 new shares issued next week (July 11 to July 15). On July 11th, Guobo Electronics and Longda shares were issued; Chuhuan Technology, Lilin Energy were issued on July 13; Western test.

The total number of these 7 new shares issued a total of about 559 million shares, and the total amount of funds raised is 8.649 billion yuan. In addition, two new shares will be launched next week, and the Zhixu Cube will be listed on July 11; the Chenguang cable is listed on July 12. Reporter Chen Hui

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