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中概股一周精选:大盘相对疲弱,个股精彩纷呈

Weekly selection of China Securities: The general market is relatively weak, and individual stocks are exciting

富途资讯 ·  Sep 27, 2020 21:24

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1. A review of the performance of the US-listed stock market in a week

1.1 the overall performance of the equal weight index of US-listed stocks

Weighting indices such as US-listed stocks have risen 314.65 per cent since January 1, 2015, outperforming the S & P 500 with a relative return of 285.33 per cent.

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Note: the weighted index components of China-listed stocks include 52 companies that have constructed a portfolio of equally weighted Chinese-listed stocks with a market capitalization of more than 1 billion US dollars (excluding state-owned enterprises listed in many places), which are adjusted every six months.

The index of US-listed stocks is up 27.43 per cent so far this year and is down 2.27 per cent this week.

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Hot China is likely to rise this week:$I-MAB (IMAB.US) $Up 4.28% this week, the Big three of e-commerce$Pinduoduo (PDD.US) $Down 6.87%$JD.com (JD.US) $Up 0.23%$BABA (BABA.US) $Down 0.48% in the financial sector$Futu Holdings Limited (FHL.US) $Down 1.06%From whom to learn (GSX.US) $It fell by 7.14%.

1.2 U.S.-listed stocks rose TOP10

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(1) Canadian Solar Inc sells Suffield solar energy project to BluEarth Renewables

$Canadian Solar Inc (CSIQ.US) $It was announced today that it has completed the sale of Suffield solar energy to BluEarth Renewables, a renewable energy company. The Suffield solar project is currently under construction in southeastern Alberta, Canada, with a capacity of 23MWac/32MWp and will be one of the largest solar photovoltaic (PV) facilities in Alberta.

The Suffield facility will be operational later this year, and energy provider Direct Energy will buy electricity from the facility. The Suffield facility is funded through the Canadian Department of Natural Resources's emerging Renewable Energy electricity Project to develop cutting-edge advances in renewable energy technologies.

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(2) GreenTree Hospitality Group Group has reached cooperation with Tencent in Game Life.

36Kr Holdings learned that$GreenTree Hospitality Group (GHG.US) $Group vs.$Tencent (00700.HK) $Game Life recently reached a cooperation to explore the "hotel + game" cross-border marketing model. The two sides will cooperate around merchant privileges, IP authorization, game activities and so on. At present, Green's "Green Oriental", "GE Mei", "Greentree", "Green Tree", "GE League" and "KE Holdings Inc. Hotel" have been integrated into Tencent's game life one after another.

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(3) Xinfeng Medical, a Chinese stock, may be listed in Hong Kong in 2021.

It is reported that$Xinfeng Medical (NFH.US) $The Group is the operator of China's high-end private medical The UnitedFamilyHealth. Through its The UnitedFamilyHealth Medical service network, the Group provides life-cycle high-quality health care services in China and is committed to building a new generation of medical and old-age care infrastructure in China. The UnitedFamilyHealth currently has nine hospitals (including operation and under construction) in all four first-tier cities and some second-tier cities across the country. The operating platform of Xinfeng Medical has gathered nearly 1000 health professionals, 400 medical experts and a training team of experienced nurses from all over the world.

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1.3US-listed stocks fell TOP10

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(1) Guangzhou Nansha Court forced DouYu International Holdings Limited to apologize to HUYA Inc.

Recently, under the enforcement of the people's Court of Nansha District, Guangzhou City, Guangdong Province, Wuhan$DouYu International Holdings Limited (DOYU.US) $Network Technology Co., Ltd. (hereinafter referred to as "DouYu International Holdings Limited Company") to Guangzhou$HUYA Inc. (HUYA.US) $Information Technology Co., Ltd. and HUYA Inc. Live platform (hereinafter referred to as "HUYA Inc. Company") solemnly apologize.

DouYu International Holdings Limited apologized to HUYA Inc. for the false and misleading information that its official Weibo Corp and Wechat account forwarded "the black public relations incident in the live broadcasting world was exposed: HUYA Inc. was accused of attacking and fighting again" and published "to the black public relations SAYNO!", and spread to the public that "HUYA Inc. is the so-called black public relations". At 22:36 that evening, DouYu International Holdings Limited's official Wechat account "DouYu International Holdings Limited Live platform" issued an apology with the same content.

(2) the new product "Weibo Corp Huajin" launched by Weibo Corp has surfaced the financial territory of Sina.

September twenty _ third$Weibo Corp (WB.US) $The wallet has officially launched a pure credit consumer gold product "Weibo Corp Huajin". According to relevant introductions, the product is aimed at Weibo Corp users with relatively high credit quality, adopts the way of daily interest, and supports borrowing and returning.

With the launch of this personal consumption financial product, people suddenly found that although compared with the expansion of BAT, Sina's layout in this field has not been very fast, but over the years, it has completed the layout in many fields, such as financial information, payment, financial management, consumer finance, intelligent investment and so on, and has formed its own unique model in the rising tide of regulation.

(3) FIL Limited or its concerted actors reduce their holdings in Guangzhou-Shenzhen Railway shares by about 1.214 million shares.

According to the latest information from the Hong Kong Stock Exchange, FIL Limited or its concerted actors reduced their holdings on September 17, 2020.Guangzhou-Shenzhen Railway (GSH.US) $Hong Kong shares (HK 0525, latest price: HK $1.38) about 1.214 million shares, with an average price of HK $1.4647 per share, resulting in a total reduction of about HK $1.7781 million. After the reduction, the proportion of shares held by FIL Limited or its co-actors in Guangzhou-Shenzhen Railway decreased from 11.08 per cent to 10.99 per cent.

2. Important news of companies in key industries

(1) Taiwan Semiconductor Manufacturing Co Ltd plans to put into production two new chip packaging plants in the next two years, using 3D Fabric packaging technology.

According to foreign media$Taiwan Semiconductor Manufacturing Co Ltd (TSM.US) $The two chip packaging plants scheduled to start production in the next two years will use 3D Fabric packaging technology. According to the information on Taiwan Semiconductor Manufacturing Co Ltd's official website, they currently have four chip closed test plants, and after two new chips are put into production, they will increase to six. At Taiwan Semiconductor Manufacturing Co Ltd's Global Technology Forum and Open Innovation platform ecosystem Forum at the end of August, they announced this advanced packaging technology.

(2) embracing the European market, XPeng Inc. 's first batch of export vehicles was officially shipped.

On September 24th, 100 super-long-range intelligent SUV$XPeng Inc. (XPEV.US) $G3i assembled at Xinsha Port in Guangzhou and lined up to board ro-ro ships, announcing the official shipment and export of the first orders obtained by XPeng Inc. in the European market. Xia Heng, co-founder and president of XPeng Inc., said: "We are very proud that the first European version of the long-range intelligent SUV XPeng Inc. G3i officially launched in Norway today. This marks that XPeng Inc. has taken a new step in all aspects from product research and development, intelligent manufacturing to market expansion, and began to be tested by overseas consumers. "

(3) Tmall supermarket will be officially connected to ele.me, covering more than 20, 000 goods

News on September 24th$BABA (BABA.US) $Its Tmall supermarket has announced that it will officially access ele.me, which involves "one-hour" and "half-day" services, covering more than 20, 000 items. In response, ele.me responded: ele.me and Tmall supermarket, box horse, Yintai and other brands have been exploring more ways to increase the richness of services around consumers in the same city, and many new actions will be seen with you in the near future. Prior to this, Tmall supermarket also cooperated with Taoxianda, Fu Linmen and other upgrading strategies, focusing on the layout of "hourly" services. In the future, there will be more 3C department stores, cosmetics and other goods to provide services in the same city, and it is expected that 5 billion transactions will be created in the next three years.

(4) JD.com applied for a consumer finance license? People familiar with the matter: always applying, and may prefer external services in the future.

According to the media,$JD.com (JD.US) $JD.com Mathematical Division is applying for a consumer finance license. JD.com mathematics officials have not yet responded to this. However, learned from people familiar with the matter, JD.com mathematics has been in the application process. If the application is approved, the relevant licence may not be used for the lending business within the system, but will focus on opening up the external market. According to JD.com 's prospectus, JD.com 's strategy has shifted to serving financial institutions, and a large number of internal assets have been listed.

(5) Pinduoduo becomes the exclusive red packet interactive partner of the 2021 Spring Festival Gala.

On September 24, the launch of the "Brand Power Project" of the Central Radio and Television Station in 2021 was held in Beijing, the new e-commerce platform.$Pinduoduo (PDD.US) $Will become the central radio and television station 2021 "Spring Festival Gala" exclusive red packet interactive partner. Witnessed by leaders at all levels, Ren Xuean, executive deputy convener of the general manager's office of the Central Radio and Television General Station, and Hou Kaidi, vice president of Pinduoduo, signed a cooperation agreement on behalf of both sides. "Pinduoduo will cooperate with the front desk, make full use of the influence of the Spring Festival Gala to give full play to the leading and leading role of Chinese brands in the economy, and continue to create value for Chinese consumers," said Hou Kaidi, vice president of Pinduoduo.

(6) reach C-end users, the first Guang Qi Wei Lai C2 experience store will be unveiled in SUNING

On September 24th, SUNING Motor, owned by SUNING, announced that it had a relationship with Guangzhou Automobile.$NIO Inc. (NIO.US) $Shanghai Xuanzhi signed a strategic cooperation to build the first Guang Qi Wei Lai C2 experience store, which will be unveiled in Chengdu SUNING Square on September 30th. C2 means new channel (Channel) + new benchmarking (Chief). With the help of SUNING's full-scene layout, it is expected that at the end of September and the beginning of October, the online SUNING platform will also open Guangqi Kilai flagship store, and offline will open C2 standard experience stores in all SUNING stores, which will really reach C-end users.

(7) SPI Energy Co Ltd's closing price soared by 1236%, and the subsequent increase exceeded 21%.

September 23, Photovoltaic concept Unit$SPI Energy Co Ltd (SPI.US) $The circuit breaker skyrocketed, rising 1236% to US $14 by the end of the day, and up 21.43% later. On the news side, SPI Energy Co Ltd announced that it will set up EdisonFuture,Inc., a wholly owned subsidiary of SPI Energy, to design and develop electric vehicles and EV charging solutions. It is reported that EdisonFuture is a Silicon Valley-based subsidiary that complements SPI Energy Co Ltd's current photovoltaic solution suite, including solar and battery storage technologies.

3. Summary and summary

Weighting indices such as US-listed stocks fell 2.27 per cent this week, with the exception of event-driven share prices in specific companies, which was related to concerns about frictions among big countries and high market valuations in the previous period.

As the US tech giants' earnings have exceeded expectations, if the employment data further improves, the US stock market will worry about the persistence of relatively loose monetary policy. However, the overall hot spots of Chinese stocks continue. In October, many general companies will enter a cooling-off period one after another, and investors need to pay attention to the fluctuations of specific companies in specific events.

Edit / Viola

The translation is provided by third-party software.


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