Phoenix New Media Financial News, July 23, the three major A shares opened lower today, the Prev opened 0.44% lower at 3310.64 points, the Shenzhen Composite Index opened 0.83% lower at 13547.81 points, and the gem index opened 1.06% lower at 2769.97 points.
In the market, aircraft carriers, aerospace military industry, satellite navigation and other sectors led the rise, while alcohol, biotechnology, consumer electronics and other sectors led the decline.
I. Outer disk express delivery
1. Us stocks
The three major stock indexes of the New York Stock Exchange fell on the 23rd. The Dow is down 1.31%, the S & P is down 1.23%, and the Nasdaq is down 2.29%. Technology stocks fell sharply, with Apple Inc and Microsoft Corp both down more than 4%, leading the Dow down. Tesla, Inc. fell nearly 5 per cent. Most popular US-listed stocks fell. The number of new jobless claims in the United States rose last week for the first time in nearly four months, as investors worried that a new epidemic would further hit the job market and the economy, dragging down market sentiment in US stocks.
2. European stocks
The three major stock indexes in Europe are up and down. The average price index of the Financial Times 100 stocks in London rose 0.07 per cent, the CAC40 index in Paris fell 0.07 per cent, and the DAX index in Frankfurt fell 0.01 per cent.
3. Gold
August gold futures, the most actively traded on the New York Mercantile Exchange, closed at $1890 an ounce on the 23rd, up 1.34%. Silver futures for September delivery closed at $22.988 an ounce, down 0.67 per cent. Market analysts believe that the continuous rise in the number of confirmed cases of COVID-19 around the world has led to increased economic uncertainty, which is the main reason for the rise in gold prices that day.
4. Petroleum
International oil prices fell significantly on the 23rd. Light crude oil for September delivery on the New York Mercantile Exchange closed at $41.07 a barrel, down 1.98%. London Brent crude for September delivery closed 2.21 per cent lower at $43.31 a barrel.
II. Thematic opportunities
The downstream application scene of drones becoming locust control materials is expanding rapidly.
China's Ministry of Agriculture and Village donated 12 DJI T16 plant protection drones to Pakistan's Ministry of Food Security and Research on Wednesday to help Pakistan fight locusts and protect food security, China News Service reported. Under normal operating conditions, the operating area can reach tens of thousands of mu a day.
According to the 2019 China Civil UAV Development report, China's civil UAV market has reached 21 billion yuan, an increase of 56% over the previous year. In terms of listed companies, the number and amount of arms trade exports of aerospace rainbow UAV ranks among the forefront in China; Changying UAV under Changying Xinqian is the earliest UAV product equipped by the domestic navy; a number of new aerospace electronics UAV technologies have completed key technical verification.
CCTV China Mobile and others join hands to launch the UHD production and broadcasting demonstration platform project.
On July 22nd, the project of "5G+4K/8K Ultra HD production and Broadcasting demonstration platform" jointly declared by the Central Radio and Television head Office and five units, including China Mobile Limited, was officially launched. CCTV said that after the completion of the project, it will implement a new "cloud management" business model based on 5G technology for the first time, creating an annual production capacity of 10000 hours of ultra-high-definition programs.
The evolution of video technology from HD to UHD will lead to the upgrading of chips, content production and broadcasting, display, transmission and other links of the industry chain, driving the transformation of services with video as the core in radio and television, security monitoring and other industries. Digital technology has formed a complete set of complete and mature radio and television 4K whole industry chain solutions; Skyworth digital products include 4K ultra-high-definition digital intelligent network box terminals.
Companies related to the release of block chain application all-in-one computers by Ant Group are expected to attract attention.
On July 23, Ant Group released the ant chain all-in-one machine. It is reported that this is the first self-developed software and hardware integrated machine in the field of blockchain in China, which provides government and enterprise developers with strong privacy, high performance, high security and ready-to-use blockchain technical services, which can save more than 90% of the deployment time.
With the release of ant chain all-in-one machine, companies related to the industrial chain are expected to receive attention. In terms of listed companies, Nanwei Software and Ant Financial Services Group have in-depth cooperation in Alipay and block chain card. Colan Software has extensive and in-depth cooperation with Ant Group in the foreground, middle and back-end products and projects of Internet banks, as well as blockchain.
Some enterprises raise the price of silicon wafers and continue to improve supply and demand in the photovoltaic industry.
Central, Xiexin, Beijing Express and other enterprises raised the price of silicon wafers. Take the single crystal silicon wafer of 166mm as an example, the latest quotation reaches 2.7RMB to 2.75RMB, which is about 0.30RMB / wafer higher than the low point.
Xinjiang Silicon material Plant recently intensified supply tension due to the flash explosion accident. Downstream demand, driven by domestic parity projects, as well as a rebound in overseas market demand, will greatly increase photovoltaic market installed capacity, and demand is expected to be very strong in the fourth quarter. Listed companies, Jinchen shares mainly engaged in photovoltaic cells and components automation production line complete sets of equipment; Jingsheng electromechanical is the domestic single crystal furnace equipment leader.
III. Important news of securities
Ministry of Commerce: urge the US to stop its countervailing investigation into the so-called "undervaluation of the RMB exchange rate"
The head of the Trade Relief investigation Bureau of the Ministry of Commerce said: China has noted that for the first time, the US Department of Commerce has filed a case in a countervailing case to investigate the so-called "undervalued RMB exchange rate" project. The Chinese side firmly opposes this. On the whole, the RMB exchange rate is at a reasonable equilibrium level and is not undervalued. China urges the US to abide by existing international rules and stop countervailing investigations into the so-called "undervaluation of the RMB exchange rate".
Science and Technology Innovation Board 9 Company announced the first inquiry for the transfer of the reduction plan.
On the evening of July 23rd, Science and Technology Innovation Board ushered in the first batch of stock reduction after the lifting of the ban, and nine companies issued an announcement on the plan to reduce their shareholders' holdings. Among them, China and Micro companies taste the fresh inquiry transfer system, and the other eight companies' holdings are reduced by centralized bidding and bulk transactions. The companies involved include: China Micro Corporation, Guangfeng Technology, Jiayuan Technology, Lexin Technology, Western Superconductor, Xinguang Optoelectronics, Wolde, Hanchuan Intelligence, Rongbai Technology.
There are early signs that 57 listed companies' refinancing plans may need to be adjusted.
The reporter learned from investment banks, investment institutions and other people that in the enterprises that adopted the "18-8 war investment" fixed increase model, most projects were faced with withdrawing materials or modifying plans. And nine strong biology and Zhongcheng shares, which have already extended the lock-up period to 36 months in advance, have been approved and approved by the CSRC one after another. The data show that since the release of the new refinancing rules, 617 listed companies have issued refinancing plans, of which they are in a normal state of examination, with an increase of "introducing strategic investors" and as many as 57 enterprises using the "18-8 war investment" approach.
IV. Important announcements
Great progress has been made in the reform of pipe network separation. Two barrels of oil sell oil and gas pipeline assets together.
A crucial step for the separation and reform of the whole oil and gas pipeline network has finally taken place. On the evening of the 23rd, Petrochina and China Petroleum & Chemical, two central oil enterprises, simultaneously issued an announcement on their plans to transfer their oil and gas pipelines and other assets to the State Pipe Network Group. In the view of experts, this means that substantial progress has been made in the reform of pipe network separation, the prelude to the market-oriented reform of oil and gas, and the national pipe network group has also taken another step forward to the substantive operation.
Zhongbai Group and Bubugao declare the qualification of operating duty-free goods.
Zhongbai Group submitted a request for supporting the company to declare the qualification of duty-free goods to the relevant government departments on July 23. Bubugao recently submitted a request to the relevant departments of Hunan Province and Xiangtan Municipal Government to support the company to apply for the qualification of duty-free goods. According to incomplete statistics, nine A-share companies have announced applications for duty-free licenses since July.
Hanbang Hi-Tech: wholly-owned subsidiary is certified by Huawei ISV partner level.
Hanbang Hi-Tech announced on the evening of July 23 that Jinshi Weishi, a wholly-owned subsidiary of Hanbang Hi-Tech, received a "ISV partner Certificate" from Huawei Technology Co., Ltd. Jinshi Weishi new media APP monitoring system and "Kunpeng" Huawei media cloud solution have been tested. Through this test, Jinshi Weishi has obtained Huawei ISV partner certification.
FAW Liberation: to build a production base with a production capacity of 100000 vehicles
FAW Liberation (000800) announced on the evening of July 23rd that the wholly-owned subsidiary FAW Jiefang Automobile Co., Ltd. and Guanghan Municipal Government intend to sign a cooperation framework agreement to start the construction of Guanghan commercial vehicle base project. The total land area of the project is 828 mu. The project will build a production base for medium-and high-end commercial vehicles of FAW Jiefang brand with a production capacity of 100000 vehicles.
Eurasia Group: everyone's Life Insurance bulk transaction transfers 5% of the company's shares.
Eurasia Group (600697) announced on the evening of July 23, July 22, 23, everyone Life Insurance transferred a total of 5% of the company's shares through bulk transactions. After the transfer, everyone Life Insurance holds 9.99% of the shares in the company.
V. Institution on the market
Tianfeng Securities: low valuation and Economic rebound Resonance support reasonable repair of Banking sector valuation
According to the Tianfeng Securities Research report, due to the impact of the epidemic in the first half of the year, asset quality is under pressure, and the superimposed financial system is under great pressure, and listed banks are expected to report their performance or be obviously under pressure, so they can wait for the layout after the arrival of the report. Low valuation resonates with the economic rebound, supporting the reasonable repair of the valuation of the banking sector. In terms of individual stocks, we mainly push Ping an Bank, Everbright Bank and Industrial Bank with low valuation and good fundamentals, and pay attention to Chengdu Bank, Changsha Bank, Jiangsu Bank, Changshu Bank, Zhangjiagang Bank, China Merchants Bank and so on.
CICC: the position allocation of public funds is expected to return to "equilibrium" in the second half of the year.
China International Capital Corporation said in an article that from the second quarterly report of public offering funds, under the background that the total asset size has not changed much compared with the end of the first quarter, the proportion of equity assets has significantly increased, cash assets have shrunk, and bond assets have increased slightly. In the second half of the year, the new economy may continue to be the main line, but compared with the first half of the year, the new and old allocation may need to be more balanced. On the whole, we are still optimistic about the medium-term trend of consumer upgrading and industrial upgrading, while those sectors that are relatively backward or whose performance is not particularly leading in the first half of the year, look for areas where valuations are not high, medium-term results may not be poor, and are expected to improve or continue to improve in the second half of the year.