On July 16, the Shanghai Composite Index reported 3539.3 points, down 25.29 points, down 0.71%, and the turnover was 518.641 billion yuan; the Shenzhen Component Index reported 14,972.21 points, down 197.12 points, down 1.3%, and the turnover was 663.16 billion yuan. The city’s total turnover was 1181.656 billion yuan; the ChiNext index reported 3432.65 points, down 104.74 points or 2.96%, and the turnover was 251.634 billion yuan.
On the disk, the industry sector has fallen more than it has risen. Among them, the national defense and military industries have the largest gains, and the electrical equipment sector has performed sluggishly.
In other markets, the three major US stock indexes fell across the board. The Nasdaq closed down for the fourth consecutive day and the Dow fell about 300 points. As of the close on July 16, the Dow fell 299.17 points, or 0.86%, to 34,687.85 points; the Nasdaq fell 115.89 points, or 0.80%, to 14427.24 points; the S&P 500 index fell 32.87 points, or 0.75%, to 4,327.16 points. On the disk, US stocks’ large technology stocks fell across the board, most of the anti-epidemic concept stocks rose, MODERNA rose more than 10%, financial stocks generally fell, and most new energy auto stocks fell.
CITIC Securities said over the weekend that in July, A shares were in a transitional phase from a quiet period to a resonant upward period. The recent fundamentals are expected to be revised upwards, and policy expectations have become more divergent. The extreme market differentiation is gradually converging, the style is rebalanced, and the value sector is periodically restored. The high-prosperity growth sector has moved from the group stage to the rotation stage. In terms of configuration, it believes that the recent focus will be on the rotation opportunities of military industry, CXO and medical services, cloud computing, Internet of Things, cosmetics and medical aesthetics; in addition, for the main line of new energy and semiconductors in the third quarter, it is recommended to grasp the admission caused by subsequent fluctuations opportunity.
China Securities also believes that the current state of the economy is still operating smoothly, and the central bank has maintained a loose monetary policy, which unifies the market’s concerns about liquidity contraction. However, valuation differentiation has reached historical highs and market volatility may intensify. It is recommended that investors grasp the main line of the industry’s prosperity. Industries such as photovoltaics and EVs, which saw a significant increase in the market in the early stage, are continuing to be booming and are the core of the market. In addition, it has been observed that the chemical, non-ferrous metals and other industries are also maintaining continued prosperity and have more cost-effective advantages. Investors are advised to pay attention.
Industrial Securities believes that looking forward to the market outlook, the overall market is dominated by turbulence. Focusing on July and August, domestic and foreign risk factors may cause disturbances and resonances. There are surprises and no dangers. There is no systemic risk. Pay attention to cost performance, do not chase high in the short term, and re-layout after shocks. 1) Domestic or in the third quarterEntering the critical period for resolving the existing risks and resolving the three major risks, the taper or tightening expectations of the overseas United States in August and September may further ferment, and internal and external resonance will cause disturbances. 2) After entering the intensive period of interim report and forecast, especially the performance period in August, this stage is often prone to shock adjustments when long-term ideals and short-term performance reality converge for the science and technology market. 3) Configuration level: growth direction, short-term priority recommendation of military industry, and wait for short-term market shocks to choose opportunities to increase technology, advanced manufacturing, medicine, etc. The value direction, focusing on the performance of the interim report season and the favorable “dual-carbon” policy, and continuing to recommend individual stock opportunities in traditional industries such as chemical, nonferrous, glass, etc., are high-quality core assets with alpha attributes.
For foreign exchange, the U.S. dollar rose 0.22% to the offshore renminbi in late trading to 6.4755 yuan; the U.S. dollar rose 0.26% to the onshore renminbi in the night trading to 6.4786 yuan.
In the U.S. bond market, the 10-year Treasury bond yield fell 0.86 basis points to 1.2903%; in terms of Bitcoin, according to Bitcoin news and information network Coindesk, as of July At 8 o’clock on the 19th, the price of Bitcoin was $31,751.41.
On July 19th, you should also pay attention to the following news:
On July 16, the party secretary and chairman of the China Securities Regulatory Commission Yi Huiman System party members and cadres teach special party lessons. Yi Huiman pointed out that he will unswervingly follow the path of capital market development with Chinese characteristics. Insist on combining the general laws of market development with national conditions and market conditions, especially in the process of steadily advancing the market-wide registration system reform, strengthen the supervision of information disclosure, normalization of IPOs, relocation and due diligence of intermediaries, and integrity risk prevention and control. The scientific grasp of the Chinese characteristics and the characteristics of the development stage can better reflect the characteristics of China. Accelerate efforts to improve the judicial system and mechanisms for securities law enforcement, orderly advance the normalization of litigation by special representatives of securities disputes, and continue to improve the three-dimensional and organic insurance system. We will control the entry of the capital market, strengthen supervision and coordination with relevant parties, and resolutely prevent the disorderly expansion of capital and illegal “creation of wealth” in violation of laws and regulations.
2. According to the China Securities Industry Association, since the reform of the registration system, the association has included 257 allotment targets in violations of the regulations on the restricted list, which is important for purifying the market environment. To a positive effect. Since the beginning of this year, the Association has taken corresponding self-discipline measures against 11 investors who have violated regulations. Among them, the qualification of offline investors is suspended for three months for a subsidiary of a fund company and a private equity fund manager, and the qualification for offline investors is suspended for a private equity fund manager and a qualified foreign institutional investor.In the past month, a warning was given to 7 private equity fund managers. In the future, the association will continue to adhere to the policy of “establishing a system, non-intervention, and zero tolerance”, continue to strengthen supervision and coordination with the Shanghai and Shenzhen Stock Exchanges, use technological means to strengthen the monitoring and analysis of quotation data, and intensify the inspection of abnormal behaviors of offline investors , Strictly deal with violations in accordance with regulations.
3. Recently, the China Securities Regulatory Commission has deployed special enforcement actions to combat financial fraud, capital appropriation, illegal guarantees, market manipulation, insider trading and other serious violations. Yan Cong quickly re-investigated and handled 16 major typical cases.
Liu Yongqiang, Deputy Director of the Inspection Bureau of the China Securities Regulatory Commission, will resolutely implement the “zero tolerance” policy, focus on the deployment of inspection and law enforcement forces, and continue to maintain management of securities fraud, fraud, and “false market value” The high-pressure situation of various types of securities violations has strengthened law enforcement and deterrence, purified the market ecology, and promoted the healthy and stable development of the capital market.
4. With the fourteenth five-year energy plan of each province successively promulgated, under the guidance of the “carbon peak” and “carbon neutral” targets, renewable energy such as photovoltaics will be added The scale of development gradually became clear. According to statistics, as of now, 21 provinces including Hainan, Inner Mongolia, Hebei, Shandong, Jiangsu, Ningxia, Zhejiang, Jiangxi, Tibet, Sichuan, and Heilongjiang have announced energy plans for the 14th Five-Year Plan, and 16 of them have specified the potential for photovoltaic power over 258GW. New installation targets for renewable energy. In terms of scale, during the 14th Five-Year Plan period, only Hainan and Inner Mongolia accounted for 39.5% of the total photovoltaic new plans; Hebei, Shandong, and Yunnan all planned to exceed 25GW, and Ningxia, Zhejiang, and Sichuan added new installations. Up to 10GW and above, the newly-increased scale of Jiangsu, Tibet, Liaoning, Heilongjiang and Jiangxi are all above 3GW.
5. The announcements issued by the Shanghai Stock Exchange and the Shenzhen Stock Exchange show that starting from July 19, 2021, the fee for handling funds of the Shanghai Stock Exchange will be charged at 0.0045% of the transaction amount. The charge is reduced to 0.004% for bilateral charge. The Shenzhen Stock Exchange fund-related fees are charged bilaterally at 0.00487% of the transaction amount, and reduced to 0.004% bilaterally.
In addition to the reduction in the fee standard for fund transaction handling fees, the SSE’s fee standard for fund block transaction handling fees will be lowered simultaneously according to the adjusted standard fee rate, and the rate of decrease will remain unchanged. That is, 50% of the bidding transaction handling fee is charged to both buyers and sellers. The fee standard for the use of trading units has been lowered from RMB 50,000 per year for each trading unit to RMB 45,000 per year for each trading unit. The Shenzhen Stock Exchange will bilaterally charge 50% of the adjusted standard fee rate for fund block transaction handling fees.
6. This week, a total of 14 new shares were subscribed. Among them, Huayi Technology, Baolijia, Shuangle Shares, and Runfeng Shares were issued on July 19; Tianwei Electronics, Zhengyuan Dixin, Shenzhen Institute of Planning; issued on July 21 is Jindike; July 22 issued by Longban Media, Guobang Pharmaceutical, Zhonghuan Hailu, Beijiete, Zhongqi New Materials; Fudan Microelectronics was issued on July 23.
On July 17, He Wenbo, executive chairman of the China Iron and Steel Association, said that so far, China’s steel industry The first draft of the “Implementation Plan for Carbon Peaking in the Iron and Steel Industry” was completed, which basically clarified the industry’s peaking path, key tasks and carbon reduction potential, and is continuing to solicit opinions from all parties.
8. Data shows that this week (July 19-July 23), a total of 110 companies have lifted the ban on restricted shares one after another, with a total lifted volume of 5.05 billion shares. Based on the closing price on July 16, the lifted market value was 152.472 billion yuan. .
9. On July 18, OPEC+ agreed to increase oil supply from August to curb the rise in oil prices. After Saudi Arabia and other countries agreed to the UAE’s request , The OPEC+ alliance composed of members of the Organization of Petroleum Exporting Countries (OPEC) and Russia and other allies reached a key agreement on the start of a new production distribution plan in May 2022. The OPEC+ statement stated that from August to December 2021, the organization It will further increase the supply by 2 million barrels/day, approximately 400,000 barrels/day per month. Its goal is to completely end the production cut around September 2022.
[Extended reading] A major positive and negative announcement affecting listed companies on July 19
Taisheng Wind Energy: The actual controller team plans for the transfer of shares 19 Trading suspension from today
Jinlei shares: the actual controller plans to change to the Shandong Provincial Department of Finance to resume trading on the 19th
Hezong Technology: Major shareholder intends to transfer 2.67% of the company’s shares by agreementZiguang Guowei: The court ruled to accept the reorganization of indirect controlling shareholders
Ziguang shares: The court ruled to accept the reorganization of indirect controlling shareholders
Guosheng Financial Holdings: Subsidiary Guosheng Securities and Guosheng Futures have been extended to take over time
Zhongtian Finance: China Life Insurance, the subject of major asset restructuring, has been extended to take over time
UFIDA: intends to transfer 44.62% equity divestment financial assets of Youjin Holdings
Guidong Electric Power: a shareholding company Global New Material International listed on the Hong Kong Stock Exchange on the 16th
Skyline shares: Signed a long-term cooperation agreement with Shenzhen BYD on the supply of lithium hexafluorophosphate
Gree Electric: Has spent 3.677 billion yuan to buy back 1.1669% of the shares
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Jiuzhitang: Subsidiary’s research and development of new drugs obtained US FDA clinical trial approval
Polyfluoride: plans to invest 5.15 billion yuan to build lithium hexafluorophosphate, etc. Project
Oriental Shenghong: The subsidiary plans to build a super-simulation functional fiber project with an annual output of 500,000 tons. The estimated total investment is 3.958 billion yuan
Qingsong shares: the subsidiary plans to build a large-scale industrial park with a fixed asset investment of not less than 900 million yuan
Renfu Medicine: the subsidiary plans to 1.5 billion yuan Investing in the construction of an API production base
Sanyou Lianzhong: The subsidiary plans to invest 375 million yuan in the construction of an electronic component production project
div>Linyang Energy: intends to invest more than 10 billion yuan in the integration of wind and solar energy storage projects
Donghong shares: pre-won a large bid of 820 million yuan
Minde Electronics: The proposed additional fund-raising will not exceed 500 million yuan
Saito Bio: The proposed additional fund-raising will not exceed 300 million yuan< br>
Tiandi Online: Proposed to issue convertible bonds to raise fundsNo more than 400 million yuan
Tianxiang Environment: The company’s stock will enter the delisting period on July 19
Funeng Technology: Shareholders intend to reduce their holdings by no more than 4% of the company’s sharesXingwang Yuda: Shareholders intend to reduce their holdings by no more than 3.07% of the company’s shares
Xianfeng Holdings: Shareholders will reduce their holdings by no more than 6%