Closing comprehensive review
a shares:
On May 18, the three major indexes collectively opened higher, and then maintained the shock pattern. They rose and fell in the afternoon, and the Shanghai index once rose to 3100 points. As of the close, the Shanghai index fell 0.25%, the Shenzhen composite index fell 0.2% and the gem index fell 0.16%. On the disk, the concept sectors of textile and clothing, education and outdoor camping led the increase; Coal, chemical fertilizer, stephanine concept and other sectors led the decline. More than 2800 stocks rose in the two cities, and more than 100 stocks rose by the daily limit.
Hong Kong shares:
The Hang Seng Index closed up 0.2% in shock and fell more than 1% in the session; The Hang Seng technology index fell 0.29%. Power, auto parts and education stocks strengthened, and Chuangke industry rose nearly 6%, leading the rise of blue chips. Technology stocks led the decline, with Jinshan software down more than 3%. New shares of Yunkang group once fell 16% and closed up nearly 8%.
Asia Pacific Stock Market:
The Nikkei 225 index rose 0.94% and South Korea’s Kospi index rose 0.21%.
shushuo A shares:
1. The turnover of Shanghai and Shenzhen stock markets today is 770.3 billion.
2. On May 18, as of the closing of a shares, the statistics showed that the total net sales of northbound funds were 2.278 billion yuan, including 2.11 billion yuan for Shanghai Stock connect and 168 million yuan for Shenzhen Stock connect.
3. As of the latest closing on May 18, the share price of one individual stock in the two cities hit a record high. Among them, Comefly Outdoor Co.Ltd(603908) and other main funds had a relatively obvious net inflow on the 5th.
Hot spot focus
1. SASAC: gradually inject the existing unlisted high-quality assets into the listed company in a planned way. If necessary, it can also be listed separately
Weng Jieming, deputy director of the state owned assets supervision and Administration Commission of the State Council, said at the special promotion meeting on deepening the reform of state-owned holding listed companies and striving to be a three-year action model for the reform of state-owned enterprises on May 18 that to continue to strengthen the injection of high-quality assets into listed companies, group companies should systematically sort out unlisted and listed resources, and gradually inject the existing unlisted high-quality assets into listed companies in a planned way in combination with the actual situation. If necessary, they can also be listed separately. We should steadily explore the spin off and listing of qualified multi sector listed companies, and support the spin off and listing of subsidiary enterprises that are conducive to straightening out the business structure, highlighting the advantages of the main business, optimizing the industrial layout and promoting the realization of value. We should revitalize or exit the inefficient and invalid listing platform.
2. National Bureau of Statistics: the sales price of commercial housing continued to decline year-on-year in April
According to the National Bureau of statistics, in April 2022, among the 70 large and medium-sized cities, the sales price of commercial housing decreased, the number of cities increased, and the sales price of commercial housing in the first, second and third tier cities showed an overall downward trend month on month and continued to decline year on year. In April, among the 70 large and medium-sized cities, the sales prices of new commercial houses and second-hand houses decreased month on month in 47 and 50 cities respectively, an increase of 9 and 5 respectively over the previous month. In April, the sales price of new commercial housing in first tier cities increased by 0.2% month on month, down 0.1 percentage points from the previous month; The sales price of second-hand houses rose 0.4% month on month, the same as last month.
3. Song Qizhu, chairman of China Radio and television: realize interconnection with three major operators, and radio and television 5g number distribution can be realized as soon as possible
Song Qizhu, chairman of China Radio and television, said at the world telecommunication and information society day conference on May 17 that China Radio and television has been actively planning and promoting the integrated development of the national cable television network and the construction of radio and television 5g since it was awarded the 5g communication license. At present, the construction of radio and television 5g core network and related business platforms is in the comprehensive ending stage. Significant progress has been made in the interconnection with the three major operators. Four enterprises have completed the signing of interconnection agreements, which is a landmark event in the history of 5g development. Song Qizhu revealed that according to the national requirements, the integrated operation of national cable TV, 5g and content has been accelerated, and the National Radio and television 5g broadcasting operation can be realized as soon as possible with the support of all parties.
4. Zhang Yunming, Vice Minister of the Ministry of industry and information technology: systematically promote the construction and development of 5g, gigabit optical network, data center and the transformation and upgrading of traditional infrastructure
At the world telecommunication and information society day conference on May 17, Zhang Yunming, Vice Minister of the Ministry of industry and information technology, said that the information and communication industry should speed up the construction of infrastructure, systematically promote the construction and development of 5g, gigabit optical network, data center and the transformation and upgrading of traditional infrastructure, and build development support; Strengthen the research of core technologies, realize the self-reliance and self-improvement of high-level science and technology, and consolidate the foundation for development; Promote the transformation of the real economy, set sail for 5g application, upgrade the industrial Internet, and cultivate development momentum; Improve the level of digital benefiting the people, promote universal and equal services, respond to the “urgent difficulties and anxieties” of the people, and share the fruits of development; Improve the digital governance system, deepen industrial reform and innovation, improve the level of safety protection and optimize the development environment; We will deepen the opening-up and cooperation of the digital economy, work with global industries to meet challenges and create the future, build a community of shared future in cyberspace and expand development space.
5. Shanxi Provincial Development and Reform Commission carried out special investigations and policy reminders on some coal enterprises
Recently, according to relevant enterprises, the coal sales price of some enterprises in Shanxi Province may exceed the upper limit of a reasonable range. According to the deployment requirements of the national development and Reform Commission, Shanxi development and Reform Commission immediately carried out a special investigation to learn more about the coal sales and prices of relevant enterprises since May, and found that the coal sales prices of some enterprises exceeded the upper limit of a reasonable range. In response to the above problems, Shanxi development and Reform Commission immediately held a video conference to publicize and remind enterprises whose coal sales price exceeds the upper limit of a reasonable range, elaborate on the core points and relevant requirements of national and local coal price regulation and supervision policies, and urge relevant enterprises to effectively standardize their business behavior and immediately adjust the coal sales price to a reasonable range. At present, relevant enterprises have made written commitments to strictly implement relevant policies and keep coal prices within a reasonable range. The development and reform department will continue to pay close attention to the price changes in the coal market, and immediately remind and interview the enterprises that find that the price exceeds the reasonable range. If they still refuse to correct after the reminder and interview, they will be transferred to the relevant departments as clues of suspected bid up of prices for investigation and punishment according to law.
6. Beijing: sporadic cases are still found in social screening, and the prevention and control situation in the capital is still severe and complex
According to the news of China Central Television, today (May 18), Beijing held the 338th press conference on the prevention and control of covid-19 pneumonia. At the press conference, Xu Hejian, spokesman of the Beijing municipal government, said that the 201st meeting of the Beijing covid-19 pneumonia epidemic prevention and control leading group and the 150th meeting of the capital’s joint prevention and control coordination mechanism for strict management in Beijing stressed that at present, there are several clustered epidemics in Beijing, sporadic sporadic cases are still found in social screening, and the prevention and control situation in the capital is still severe and complex, which should not be delayed or slackened.
We should strengthen confidence, strictly prevent and stick to it, quickly and strictly implement the requirements of various prevention and control deployment, unswervingly promote the dynamic zeroing action in society, and resolutely win the war of annihilation for epidemic prevention and control.
Company news
1. Tencent Holdings: in the first quarter, the game revenue in the local market decreased by 1% to 33 billion yuan
Tencent Holdings: in the first quarter, the game revenue in the local market decreased by 1% to 33 billion yuan. Due to the direct and indirect impact of minor protection measures on the number of active users and paying users. The revenue of games in the international market increased by 4% to RMB 10.6 billion, or 8% at a fixed exchange rate, reflecting the revenue growth of games such as valorant and tribal conflict.
2, Yunnan Baiyao Group Co.Ltd(000538) : the CEO of the company increased 13300 shares
Yunnan Baiyao Group Co.Ltd(000538) ( Yunnan Baiyao Group Co.Ltd(000538) ) on May 18, it was announced that Dong Ming, CEO of the company, increased 13280 shares of the company by means of centralized bidding with his own funds on May 17. Dong Ming promised not to reduce his holdings of the company’s shares within 6 months after the completion of this increase.
3, Suzhou Uigreen Micro&Nano Technologies Co.Ltd(688661) : Director Ma Hongwei plans to increase the holding of shares by 10-20 million yuan
Suzhou Uigreen Micro&Nano Technologies Co.Ltd(688661) ( Suzhou Uigreen Micro&Nano Technologies Co.Ltd(688661) ) it was announced on May 18 that Ma Hongwei, the director of the company, plans to increase his holdings of the company’s shares by means permitted by the trading system of Shanghai Stock Exchange within 12 months from May 19, 2022, with a total increase of no less than 10 million yuan and no more than 20 million yuan.
4, China Three Gorges Renewables (Group) Co.Ltd(600905) : private financial products and related app / network links have never been released
China Three Gorges Renewables (Group) Co.Ltd(600905) ( China Three Gorges Renewables (Group) Co.Ltd(600905) ) it was announced on May 18 that recently, the company found that criminals still used the illegal ” China Three Gorges Renewables (Group) Co.Ltd(600905) ” investment platform in the name of the company to carry out fraud activities through mobile app and wechat group, and some people were deceived. This behavior has seriously infringed upon the property interests of the people and adversely affected the legitimate rights and interests of the company. The company has reported the case to the public security department. The company will not carry out private fund-raising activities. The company has never released information such as private financial products and related app / network links, has not authorized any individual or unit to carry out the above business, and will not release such information or authorize any individual or unit to carry out such business in the future.
5, Cts International Logistics Corporation Limited(603128) : media reports that the company “withdrew 67.23% equity of Hangzhou Jiacheng international logistics” is inconsistent with the actual situation
Cts International Logistics Corporation Limited(603128) ( Cts International Logistics Corporation Limited(603128) ) announced on May 18 that the company was concerned about the media report that the company “withdrew 67.23% equity of Hangzhou Jiacheng international logistics”. In order to avoid misleading investors, the following clarification is made for the above report: the company completed the acquisition of 70% shares of Jiacheng logistics in 2021. After the acquisition, the proportion of equity held by the company in Jiacheng logistics has not changed. The media report that the company “withdrew 67.23% equity of Hangzhou Jiacheng international logistics” is inconsistent with the actual situation.
6, Do-Fluoride New Materials Co.Ltd(002407) : the company enters TSMC supplier system
Do-Fluoride New Materials Co.Ltd(002407) ( Do-Fluoride New Materials Co.Ltd(002407) ) on May 18, it was announced that after the on-site audit and several rounds of on-line test of Nanjing factory of Taiwan integrated circuit manufacturing Co., Ltd. (hereinafter referred to as “TSMC”), the company has officially entered the TSMC qualified supplier system, and recently began to deliver high-purity electronic chemical materials to TSMC (Nanjing) Co., Ltd.
7, Lingyi Itech (Guangdong) Company(002600) attention letter: it is required to explain the specific impact of relevant investment projects on the company’s financial situation
Lingyi Itech (Guangdong) Company(002600) ( Lingyi Itech (Guangdong) Company(002600) ) received the letter of concern from Shenzhen Stock Exchange. The company previously disclosed that it plans to invest about 13 billion yuan in new projects and new energy structural parts projects. The attention letter said that according to the company’s first quarterly report of 2022, the company’s monetary fund balance as of the end of the first quarter was 3.874 billion yuan. Please explain the specific impact of relevant investment projects on the company’s financial situation in combination with the company’s financial situation, the specific source of project funds and the timing of capital investment, and fully remind the relevant risks and uncertainties.
8, Lizhong Sitong Light Alloys Group Co.Ltd(300428) : signing strategic cooperation framework agreement with Wencan group
Lizhong Sitong Light Alloys Group Co.Ltd(300428) ( Lizhong Sitong Light Alloys Group Co.Ltd(300428) ) announced on May 18 that the company signed a strategic cooperation framework agreement with Wencan group. Establish strategic cooperation in the field of material development and process application of large integrated body structure parts, integrated cast battery box and other products of new energy vehicles.
