Today (December 3), the main contents of the daily report of A-share listed companies are as follows: after the official announcement of the price reduction of “photovoltaic Mao” Longi Green Energy Technology Co.Ltd(601012) , another silicon chip leader Tianjin Zhonghuan Semiconductor Co.Ltd(002129) official micro updated the silicon chip quotation; Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) 8 receive the attention letter from the exchange after 6 board days; Chongqing Sokon Industry Group Stock Co.Ltd(601127) release high-end Hongmeng ecological models; Divorce lost the throne of Leysen Jewelry Inc(603900) actual controller; North China Pharmaceutical Company.Ltd(600812) cross border selling milk tea, etc.
hot company trends:
following another silicon chip leader of “photovoltaic Mao” to announce the price reduction, with the maximum reduction of 12.48%, is the price war coming?
Following the official announcement of the price reduction of “photovoltaic Mao” Longi Green Energy Technology Co.Ltd(601012) , on December 2, another silicon chip leader Tianjin Zhonghuan Semiconductor Co.Ltd(002129) official micro updated the silicon chip quotation, and the price of silicon chips of all sizes decreased from 0.52 yuan / piece to 0.72 yuan / piece, a decrease of 6.04% to 12.48%. Industry insiders pointed out that with the reduction of silicon wafer price, the profit pressure of batteries and components is expected to be relieved, and can effectively promote the improvement of internal rate of return of downstream operators. The game of photovoltaic industry chain is expected to come to an end, and the inflection point of the industry may not be far away.
The tobacco stock opened the trading limit
In the morning trading on December 3, the main indexes of A-Shares were differentiated, and there were many hot spots in industry sectors and individual stocks. Overall, the hot concept plates in the early stage were divided, lithium battery hot topics such as salt lake lithium diving, while stocks such as semiconductors were eye-catching. Among the popular stocks, as of December 2, Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) had gained 8 days and 6 boards. On that day, the company issued an announcement on abnormal fluctuations in stock trading, and the Shenzhen Stock Exchange disclosed the letter of concern issued to the company. In early trading today, although its share price opened the daily limit, it still maintained its rise.
Huawei finally built a car? A-share company releases high-end Hongmeng ecological model: enter the first echelon within 5 years?
On December 2, Chongqing Sokon Industry Group Stock Co.Ltd(601127) (601127. SH) jinkangxilis released a new high-end brand AITO deeply enabled by Huawei. The first medium-sized luxury SUV will be released on December 23. It will be the first model equipped with Huawei’s latest harmony OS cockpit. Xu Lin, President of Cyrus (rotating), said that Cyrus aims to enter the first echelon within five years and become the top 3 brand of new energy vehicles in the world.
A-Shares reproduce the sky high divorce case: the divorce lost the throne of the actual controller
“Sweet business”, shining diamonds one by one, failed to save the love fairy tale of the original real controller of “the first share of jewelry in Shanghai stock market” Leysen Jewelry Inc(603900) . After several years of fierce fighting, the “sky high divorce case” ushered in the final judgment and “left” the change of the actual controller of Leysen Jewelry Inc(603900) .
On December 1, Shen Dongjun, the original actual controller of Leysen Jewelry Inc(603900) , received the judgment of second instance made by Nanjing Intermediate People’s Court of Jiangsu Province on November 26: reject the appeal and uphold the original judgment; This judgment is final. In this regard, Shen Dongjun said: respect the court’s judgment, but reserve the right to appeal according to law. As a result, Shen Dongjun’s relevant equity assets in Leysen Jewelry Inc(603900) were “split in half”, and the position of actual controller was lost. This will change, and the Ma brothers and sisters will take over the listed company.
another old pharmaceutical factory sells milk tea! Who is the target customer? Why sell tea across borders?
“It may not be your peers who beat you.” This sentence seems to apply equally in the tea industry. An old pharmaceutical enterprise with a history of 70 years – North China Pharmaceutical Company.Ltd(600812) sells milk tea across the border. Recently, because of the good business, the milk tea shop stopped taking out service and prepared to attract investment, which has become a topic of discussion.
192 companies won institutional research (list attached)
Statistics show that in the past five trading days (from November 26 to December 2), about 192 companies in the two cities have been investigated by institutions. According to the type of research institutions, securities companies have investigated 172 companies, that is, 89.58% of the research activities of listed companies have been participated by securities companies; 156 fund companies were surveyed, ranking second; Sunshine private equity institutions surveyed 105, ranking third.
32 shares including Yanzhou Coal Mining Company Limited(600188) were rated as
Statistics show that 32 stocks received institutional buy rating on December 2. Among them, Yanzhou Coal Mining Company Limited(600188) and Shanghai Haohai Biological Technology Co.Ltd(688366) have the highest attention, both of which have won two institutional buy in rating records; Ping An Insurance (Group) Company Of China Ltd(601318) , Gigadevice Semiconductor (Beijing) Inc(603986) , China Merchants Expressway Network Technology Holdings Co.Ltd(001965) , Hunan Changyuan Lico Co.Ltd(688779) , Jiangsu Yunyong Electronics And Technology Co.Ltd(688060) etc. have all won one institutional buy rating record. From the perspective of agency rating changes, 13 of the agency buy rating records are the first concern of the agency, involving Lens Technology Co.Ltd(300433) , Kidswant Children Products Co.Ltd(301078) , Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) and other stocks.
72 shares including Shenzhen H&T Intelligent Control Co.Ltd(002402) were investigated by more than 20 institutions
Statistics show that among the research stocks gathered by more than 20 institutions, 19 have net capital inflows in the past five days, Aecc Aviation Power Co Ltd(600893) the net capital inflows in the past five days are 356 million yuan, and the net capital inflows of the main funds are the most; There are Shenzhen Fastprint Circuit Tech Co.Ltd(002436) , Jiangsu Shentong Valve Co.Ltd(002438) and so on.
the development of seed industry has ushered in new opportunities. The list of concept stocks is coming! In a week, the institutions were enthusiastic about the rise of 10 stocks in these sectors, with more than 20%
From November 26 to December 2, as the market gradually entered the performance window, the momentum of agency rating slowed down. Statistics show that in the past week, 54 institutions conducted a total of 323 ratings, and a total of 228 stocks received a “buy” rating (including buy, overweight, strong recommendation and recommendation).
It is reported that among the 19 stocks rated “buy” by three or more institutions, 10 institutions predict a rise of more than 20%. Shenzhen Colibri Technologies Co.Ltd(002957) , Hundsun Technologies Inc(600570) , Saic Motor Corporation Limited(600104) ranked first, accounting for 51.71%, 45.44% and 42.79% respectively; In addition, Shanghai Milkground Food Tech Co.Ltd(600882) , Shanghai International Airport Co.Ltd(600009) , Winning Health Technology Group Co.Ltd(300253) and Beijing Easpring Material Technology Co.Ltd(300073) have more than 25% room for rise.
