Market performance and highlights this week: Thales released the first medium-sized SUV equipped with Huawei’s intelligent cockpit
Market performance: this week (referring to November 29 to December 3, the same below) the A-share market generally rose. The Shanghai Composite Index closed at 3607 points, up 1.22%; the Shenzhen Component Index closed at 14892 points, up 0.78%; the gem index closed at 3479 points, up 0.28%. In terms of the style of large and small markets, the large market index rose by 1.10% and the small market index rose by 1.27% this week. Since 2021, the large market index has fallen by 5.86% and the small market index has risen by 19.96% The market / market ratio is 1.27. Huizhou Desay Sv Automotive Co.Ltd(002920) , Ingenic Semiconductor Co.Ltd(300223) , Amlogic (Shanghai) Co.Ltd(688099) led the increase this week.
Highlights of this week: Thales released the first medium-sized SUV equipped with Huawei harmony OS intelligent cockpit; The Ministry of industry and information technology issued the 14th five year plan for green industrial development, which proposed the development of strategic emerging industries such as new energy vehicles and high-end equipment.
Major events this week: Hangzhou Silan Microelectronics Co.Ltd(600460) equity incentive plan deserves special attention. Hangzhou Silan Microelectronics Co.Ltd(600460) it is proposed to grant 21.5 million stock options to employees at the price of 51.27 yuan / share. The performance evaluation criteria are: the growth rate of cumulative operating revenue in 2021, 2022, 2023 and 2024 shall not be less than 62%, 273%, 508% and 767% respectively. This equity incentive not only fully considers the representativeness and demonstration effect of incentive objects in the company, but also helps to establish a benefit sharing and restraint mechanism between shareholders and the above-mentioned personnel, enhance employees’ sense of responsibility and mission for realizing the sustainable, steady and healthy development of the company, and effectively improve employees’ cohesion and creativity, It is conducive to the realization of the company’s development strategy and business plan.
This week’s topic: War match and innovation are important opportunities to participate in the investment of Beijing stock exchange
Combined with the characteristics and diversified needs of innovative small and medium-sized enterprises, the Beijing stock exchange continues the selection layer system and sets three pricing issuance methods: direct pricing, inquiry and bidding. Meanwhile, when participating in the subscription of new shares of the Beijing stock exchange, investors need to pay the subscription fund in full, pay the subscription deposit or participate in the subscription in other ways. After the winning result is determined, the overpayment will be returned. Investors need to pay attention to the occupation of new funds. In terms of war allocation, the proportion of listed war allocation of companies on the Beijing stock exchange is high, with an average and median of 13.24% and 17.39% respectively, which is significantly higher than that on the science and innovation board and the gem. In addition, the Beijing stock exchange has no mandatory follow-up requirements for sponsor securities companies, so it has high participation opportunities for external institutional investors. On the one hand, the high war allocation ratio of the Beijing stock exchange is because the green shoe mechanism needs to match the strategic allocation. On the other hand, it also reflects that investors are optimistic about the growth investment opportunities of enterprises of the Beijing stock exchange and actively participate in the investment. In terms of offline innovation, the Beijing stock exchange maintains a high level of high price rejection ratio. When the offline subscription multiple is less than 15 times, the high rejection ratio is required to be no less than 5%, and when the offline subscription multiple is more than 15 times, the high rejection ratio is required to be no less than 10%, which has certain constraints and norms on the quotation behavior of investors. Under the neutral forecast, for class a investors, the new offline yield of RMB 100 million cash account of Beijing stock exchange is 9.86%. At the same time, in the case of less early investors, the new yield is more optimistic. With high returns attracting new investors, the long-term Beijing stock exchange will become a considerable source of income enhancement.
Key recommended themes and stocks
Smart car theme ( Huizhou Desay Sv Automotive Co.Ltd(002920) , Foryou Corporation(002906) , Ingenic Semiconductor Co.Ltd(300223) , Thunder Software Technology Co.Ltd(300496) , Lianchuang Electronic Technology Co.Ltd(002036) , Ningbo Joyson Electronic Corp(600699) , Meig Smart Technology Co.Ltd(002881) ); leisure snack theme ( Yanker Shop Food Co.Ltd(002847) , Bestore Co.Ltd(603719) , Three Squirrels Inc(300783) ); pet and Breakfast theme ( Petpal Pet Nutrition Technology Co.Ltd(300673) , Zhongyin Babi Food Co.Ltd(605338) ); high-end manufacturing theme ( Amlogic (Shanghai) Co.Ltd(688099) , Jade Bird Fire Co.Ltd(002960) , Jutze Intelligent Technology Co.Ltd(300802) , Jiangsu Ankura Smart Transmission Engineering Technology Co.Ltd(300617) ).
Risk tip: the economy has fallen sharply; Major changes in capital market reform policies; The prosperity of the industry is lower than expected.
