1. Major news.
1. Shennan Circuit: The company's data center has made a great contribution to the company's revenue.
2. Longhua New Materials: PA66 products under construction are used in chassis systems and power systems in the field of new energy vehicles.
3. Construction industry: Some products are used in Changan Automobile's AVATR models.
4. Simei Media: The business scope of the company's cooperation with Douyin Supermarket is the first-class operation service of a live broadcast room of Douyin Supermarket.
5. Hengtong shares: The chairman proposed 40 million yuan to 80 million yuan to repurchase the company's shares.
6. Changyuan Donggu: Received a fixed-point notice for the development of Chongqing Xiaokang Power.
7. Focuslight Technology: Obtained the designation of a well-known European automobile Tier1 customer.
8. Tianqi Mold: Planning for a change of control will be suspended from December 4.
9. Livzon Group: Recombinant novel coronavirus fusion protein bivalent vaccine (CHO cell) was included in emergency use.
10. Guoli shares: will be held in 202312.07 Lifting the ban 950,000 shares, the lifting ratio is 01%。
2. Major Matters.
1. China Unicom: elected Chen Zhongyue as the chairman of the company, and the company's highlights: one of the three major domestic telecommunications service providers.
2. CanSino: new crown xbb. for inhalation1.The 5 variant vaccine was included in the emergency use, and the company's highlights: a leading domestic high-tech biological products company.
3. Livzon Group: Recombinant novel coronavirus fusion protein bivalent vaccine (CHO cell) was included in emergency use, and the company's highlights: It has advantages in the fields of anti-tumor, assisted reproduction, digestive tract, psychiatric and neurological drugs.
4. Poinsettia: The subsidiary obtained the approval notice for the supplementary application of fenofibrate acid choline sustained-release capsules, and the company's highlights: it has strong competitiveness in the field of children's drugs and chronic disease drugs.
5. Tianqi Mold: Suspension of trading from December 4 on the change of control, company highlights: China's automotive panel mold backbone enterprise, selected as a first-class Tesla businessman.
6. Hengrui Pharmaceutical: The marketing authorization application for SHR0302 tablets was accepted by the State Food and Drug Administration, and the company's highlights: the Chinese company with the largest domestic chemical pharmaceutical strength and the most opportunity to challenge the international pharmaceutical giants.
7. Focuslight Technology: Obtained the designation of a well-known European automotive Tier1 customer, the company's highlights: enterprises with leading technology advantages in the laser industry.
8. Changyuan Donggu: received the fixed-point notice of Chongqing Xiaokang Power Development, the company's highlights: It has more than ten years of professional engine parts production experience.
9. Venustech: The application for the issuance of ** to specific objects has been approved by the China Securities Regulatory Commission for registration, and the company's highlights: It has the largest national network security research base in China.
10. Huayuan Holdings: It is planned to invest 300 million yuan to set up a wholly-owned subsidiary, and the company's highlights: the domestic packaging industry has very obvious technical comparative advantages.
11. Shandong Road and Bridge: Subsidiaries jointly pre-won the bid 561.6 billion yuan design and construction general contracting project, company highlights: a listed company under Shandong High-speed Group, six won the Luban Prize, the highest award of national construction engineering.
12. Youfa Group: Some dealers of the company plan to increase their holdings of the company by 100 million yuan to 200 million yuan, and the company's highlights: the production and sales of welded steel pipes have ranked first in the country for many years.
13. Hengtong shares: the chairman proposed 40 million yuan to 80 million yuan to repurchase the company's shares, and the company's highlights: it is a leading enterprise in the domestic LNG logistics industry.
3. Material information.
1. Actually home: more than 5% of shareholders agree to transfer about 57.7 billion shares.
2. CanSino: The recombinant new coronavirus XBB. for inhalation developed by the company1.The 5 variant vaccine (adenovirus type 5 vector) was recommended by the National Health Commission and approved for emergency use by the State Food and Drug Administration.
3. Tianqi Mold: The company's ** will be suspended from the opening of the market on December 4, 2023 (Monday).
4. Aerospace Rainbow: The vast majority of the products of the company's UAV military trade business belong to industrial-grade medium and large UAVs, and their main indicators such as take-off weight, combat radius, application scenarios, and the value of a single aircraft are significantly different from those of small civilian modified UAVs, and the competition between the two is small.
5. Huaya Intelligent: The company's existing products are used in semiconductor packaging testing equipment.
6. Shenzhou Taiyue: The company's artificial intelligence is embodied in the form of software products, which has not yet been applied to the field of humanoid robots.
7. *ST Zuojiang (300799): A few days ago, the company received a notice of investigation, and the CSRC decided to file a case against the company due to suspected violations of information disclosure laws and regulations.
8. Wingtech Technology (600745): Based on the latest business progress with specific customers, combined with changes in the market environment and the company's business planning, it was decided to stop producing optical module products for specific customers. This decision is expected to reduce the company's total annual net profit in 2023 by about 73.3 billion yuan.
9. ArcherMind Technology (300598.)SZ): The company intends to hold UnionTech Software 121429% equity to 8500 million yuan was transferred to Beijing Jiashu Investment, and the company currently holds about 3254% equity.
10. *ST Caesar: The reorganization plan was voted on, and Qingdao state-owned assets will become the owner of Caesar Tourism.
11. Luoxin Pharmaceutical: The company's controlling shareholder, Shandong Luoxin Holdings, received a notice of filing issued by the China Securities Regulatory Commission on December 1, and the China Securities Regulatory Commission decided to investigate Luoxin Holdings on suspicion of violating restrictive regulations.
12. JAC Motors (SH600418): It signed the "Intelligent New Energy Vehicle Cooperation Agreement" with Huawei Terminal, which is valid for 10 years from the date of signing.
13. Shoukai shares: The Beijing Securities Regulatory Bureau decided to give a warning to the company and impose a fine of 1.5 million yuan. Li Yan, the then chairman, Zhao Longjie, the then director and general manager, and Rong Yu, the then chief accountant, were given warnings and fined 600,000 yuan each.
14. Roshow Technology: Oriental Venture Capital intends to hold no more than 1% of the shares.
Technically, at present, the 5-day line has a flat trend, the 10-day line is rapidly downward, as long as the 5-day line can be stabilized, the 5-day line will be passive in the next two days, the 10-day line, which will constitute support for the upside, of course, if the golden cross can not be in the next two days, it will fall below 3000 points, but in the current case of multi-party protection, even if it falls below 3000 points,** The downward space will not be very large, and the limit should be around 2950 points, so there is no need to be overly bearish, and short positions are as risky as full positions.