Netease Finance November 14th The bottom of the market has risen on Wednesday.The number of felling families is basically equivalent.On Thursday, the A -share market opened slightly, the Shanghai Index fell 0.28%, the Shenzhen Index fell 0.23%, the GEM index fell 0.25%, the science and technology 50 index fell 0.49%, and the total turnover of Shanghai and Shenzhen cities was 19.786 billion yuan.EDA, precious metals, space-time big data and other sectors have fallen first; A-share real estate stocks are widely opened.Real estate and other rising.
As of press time, the Shanghai Composite Index has fallen by 9.77 points, a decrease of 0.28%at 3429.51 points;Points, the decline of 0.24%is reported at 4101.22 points; the GEM index fell 5.96 points, a decrease of 0.25%at 2411.29 points; the science and technology 50 index fell 5.16 points, a drop of 0.49%at 1056.21 points.
Company News
CICC, Galaxy China: November 13, CICC, China, ChinaGalaxys stock price in the afternoon was changed, and then it was rumored to merge.Calling the China Milky Way and China Gold Corporation, the two parties said that the two parties said that they were not yet the announcement.
Oriental Shenghong: The companys controlling shareholder Jiangsu Shenghong Technology Co., Ltd. and its consistent active plan plan to concentrate on bidding transactions through Shenzhen Securities Transaction within 6 months from the announcement of the announcement disclosure date.The way to increase holdings of the companys A -share shares, the total holdings of this this time are not less than 2 billion yuan, and no more than 4 billion yuan.
Changdian Technology: The companys board of directors received a written resignation report from Director/Chairman Gao Yonggang, Director Peng Jin, and Director Zhang Chunsheng.In addition, Changdian Technology will hold an interim shareholders meeting on November 29 to review some of the directors of the company and complete the reorganization of the board of directors. China Resources will officially become its actual controller.
Tencent Holdings: In the third quarter, the companys revenue was 167.193 billion yuan, an increase of 8%year -on -year, and gross profit was 88.828 billion yuan, an increase of 16%.Operating profit was 53.33 billion yuan, an increase of 20%over the same period last year.During the period, profit reached 53.983 billion yuan, an increase of 47%year -on -year.The basic profit per share was 5.762 yuan, an increase of 51%over the same period last year.
Haoyo: The companys shares will start on November 14, 2024.The companys stocks have daily limit for 7 consecutive trading days, and during the period, it has repeatedly touched the abnormal fluctuations and serious fluctuations of stock transactions.As of the disclosure of the announcement, the company, the controlling shareholder, and the actual controller did not have major information that should be disclosed but not disclosed.Hai Ruixiangtian, the companys controlling company, has been approved by the companys shares to transfer the companys shares, but whether the relevant approval procedures can pass and pass the time still have certain uncertainty.
Research New Materials: The companys attention has been highly attracted to the recent concept of solid battery.The company supplies solid electrolyte materials for customers in small batches. This products business income accounts for a small proportion of the companys main business income, and it is expected to account for less than 1%, which has a limited impact on the companys short -term performance.
Aofei Data: Aofei Data and Moore Smart Technology (Beijing) Co., Ltd. are shareholders of ultra -burning semiconductor (Nanjing) Co., Ltd.(Nanjing) Co., Ltd. 5.6%of the equity.Ultra -burning semiconductor (Nanjing) Co., Ltd. is a high -speed DSP chip and Serdesip provider. The DSP chip is the core processing chip of high -speed light modules. Serdesip is widely used in various high -speed interface circuits. The main application areas of the downstream are artificial intelligence -related chips.
Chinese medicine shares: Company shareholders Xinhua Insurance increased its holdings of 1.499 million shares through the secondary market bidding transaction, accounting for 0.2%of the companys total share capital. This time, this timeThe source of funds to increase its shareholding is Xinhua Insurances own funds.After the change of equity, Xinhua Insurance and its consistent actors held a total of 38.2462 million shares of the company, accounting for about 5.07%of the companys total share capital.
Institutional views
CITIC Building Investment: A -share bull market has remarkable features, preparing for the New Years Eve
CITIC Construction Investment believes that at the end of the years meeting policy expectations, recovery expectations and liquidity support, we judge that although there may be fluctuations in the short term, there will be a high probability of the event.Cancer: ① Treasury policy promotes the value of the value of financial, central state -owned enterprises, buildings, environmental protection and other related sectors; ② new productive forces (smart driving, low -altitude economy, etc.) and autonomous controlling direction interpretation; ③ the boom under policy supportThe expectations of the uplink, including: new energy vehicles, non -silver finance, military industry, lithium -battery energy storage sea breeze, machinery, domestic medical equipment, etc.At the index level, we expect that this round is estimated that the A500 index will be an important index, showing a trend of shock upward, and gradually becoming a new benchmark for A shares.Essence
CICC: The tax optimization policy is on the ground, or it is expected to boost the volume of house transactions
CICC said that the Ministry of Finance and the stateThe State Administration of Taxation and the Ministry of Housing and Urban -Rural Development issued the "Announcement on Promoting the Steady and Healthy Development of Real Estate Markets" to adjust the deed tax, value -added tax, and land value -added tax.This time the deed tax and value -added tax adjustment mainly benefits the transaction volume of first -tier cities, which can stimulate the improvement of the group and boost the total demand to a certain extent.Promoting (the first -tier cities may be more obvious under the boost of the dual policy), but the price trend must still be observed depending on the changes in supply and demand.
At the same time, the adjustment of the soil increase in taxation may help alleviate the pre -tax burden on housing companies, and contribute to the improvement of short -term cash flow pressure.The head enterprises with development investment repair potential, deep cultivation of core cities, and still have a certain market share increase for a long time can prefer to focus on the configuration; if the subsequent policy intensity exceeds expectations, you can choose the opportunity to choose a higher elastic target.
Guotai Junan: The pet economy is booming, the product breakthrough of domestic pet head companies is worthy of attention
Guotai Junan said that the development of my countrys pet industry is relatively Late, it is currently in the stage of rapid development.Young people are the main groups of pets in my country. The number of pets has continued to grow and increase alone.Against the background of foreign brands occupying market opportunities, the domestic brands on the head have continued to innovate by responding to the needs of young pet owners, and they can gain a market share.Looking forward to the future, the health problem of "pet" by developing promoting product innovation is the core of the brands prosperity.Pet owners scientific raising recognition is further deepened, and pets are also facing problems such as aging. To solve the "pet" health problem is the future direction of product innovation.With reference to the endless pet food head company of the Foreign Foreign Minister, the core of its competitiveness is product innovation around pet health.Domestic head companies pay attention to research and development, and product breakthroughs are worthy of attention.
CITIC Investment Investment: Strategic importance to "two" and "two new" investment opportunities
CITI"Two new" is a highlight of this years policy. Comprehensive assessment, it is expected that it is also an important focus of expanding domestic demand in the future. It is worthy of investors strategic attention.Introduction to the National New Office Press Conference in October, 25 years will continue to issue ultra -long -term special Treasury bonds and optimize the direction, and support the construction of "dual", new urbanization or key direction; the "two new" aspects, the scope and scale of the supportIt is expected that CITIC Construction Investment is expected to increase consumer electronics in the old aspect of the old aspect. At the level of equipment update, it is expected to become a key policy orientation to achieve high -end, intelligent and greening.
