Urgent RRR and interest rate cuts are about to come out! Thursday night's summary of major information of listed companies!
1. Major news.
1. Blockbuster financial data is released! Will RRR and interest rate cuts come within the year? The latest interpretation by experts.
On December 13, the People's Bank of China released financial statistics and social financing data for November 2023
The scale of social financing increased by 2 in November45 trillion yuan, 455.6 billion yuan more than the same period last year, and the previous value was 1,845.2 billion yuan.
In November, the amount of money ** M2 increased by 10% year-on-year, and the previous value was 103%。
New RMB loans in November109 trillion yuan, the previous value was 738.4 billion yuan.
Looking forward to the future monetary policy, Zheshang ** believes that the monetary side is expected to maintain a tight balance, considering the balance of payments pressure, it is more difficult to cut interest rates, and the probability of a RRR cut within the year is not large, and the RRR cut may be in the first quarter of next year.
2. Subscribed 3.6 billion! The second phase of the big ** participated in the takeover of the Chengdu "unfinished" wafer factory.
The second phase of the big ** invested in Hua Hong Integrated Circuit (Chengdu)**, which means that the second phase of the big ** has once again increased its investment in Hua Hong.
3. A-share liquor stocks suddenly plummeted! What's with? What do you think about the market outlook?
On Wednesday, the liquor sector index fell unilaterally throughout the day, almost without a backhand, falling more than 3% as of **, a new low in more than a year. The decline of the liquor industry has long been premonitored. According to the data of the Bureau of Statistics, in the first half of 2023, the output of liquor enterprises above designated size in the country will be 20970,000 kiloliters, a year-on-year decrease of 148%。
4. The United States has added more than 250 entities and individuals from China and other countries to the sanctions list.
5. Tesla recalled more than 2.03 million vehicles due to autonomous driving problems.
6. Salt Lake shares were exposed that lithium carbonate does not meet the delivery standards of the Guangfu Exchange? Industry response.
7. The drugs of 20 companies including Hengrui Pharmaceutical were included in the medical insurance catalog, and the new crown drugs of Junshi Biosciences and Zhongsheng Pharmaceutical were included.
2. Major Matters.
1. Chongqing Gas (600917): The company holds 5China Development Bank, a 15% shareholder, plans to use centralized bidding and block trading to achieve no more than 1,571 shares within 3 months after 15 trading days340,000 shares, i.e. no more than 1% of the company's total share capital.
2. Baoli Xin (300116).SZ): It is planned to terminate the "Baoli New R&D Center Construction Project" and permanently replenish the working capital with the remaining raised funds.
3. Nongshang Environment (300536SZ): Xinlian Micro intends to transfer 51% of the equity of Zhejiang Zhongke Kaipu to Qingdao Kaipu Chuangxin.
4. Liberal Arts Garden (SZ 002775): According to the company's strategic development plan and the business development needs of the company's holding subsidiary, Jiansheng Green Energy, Jiansheng Green Energy intends to acquire 100% of the equity of Foshan Huineng held by Shengshiyi, and the equity transfer amount is 113420,000 yuan; Jiansheng Green Energy intends to acquire 100% of the equity of Zhongshan Shengdi held by Shengshiyi, and the equity transfer amount is 128480,000 yuan.
5. Daqo Energy: Signed the investment agreement of Daqo Energy Silicon-based New Material Industrial Park project, and the project plans to invest RMB 15 billion in fixed assets; The first phase will build a project with an annual output of 50,000 tons of polysilicon and supporting 150,000 tons of industrial silicon and 1.2 million round silicon cores, and the second phase will build a project with an annual output of 50,000 tons of polysilicon and supporting 150,000 tons of industrial silicon and 1 million round silicon cores.
6. Guodian Electric Power (600795): Beijing Guodian Electric Power, a holding subsidiary of the company, plans to establish a joint venture with Zhejiang Electric Power, Ningbo Energy and Ningbo Beilun District Industrial Investment Group to establish a joint venture to establish a joint venture between National Energy (Zhejiang Beilun) Power Generation and National Energy Beilun Power Plant Phase I Energy Conservation and Emission Reduction Transformation Project, with a total dynamic investment of 80$8.6 billion; The company's wholly-owned subsidiary, Inner Mongolia Comprehensive Energy, plans to invest in the construction of a 600,000 kilowatt wind power project in Burtaohai, with a total dynamic investment of 30$6.9 billion; Tianjin New Energy, a wholly-owned subsidiary, and Tianjin Changlu Haijing Group plan to invest in the construction of a 500,000 kilowatt photovoltaic project of Tianjin Haijing Salt and Light Complementary Phase I, with a total investment of 29 per cent$8.9 billion; A wholly-owned subsidiary, Inner Mongolia New Energy, a wholly-owned subsidiary, plans to invest in the construction of a 500,000-kilowatt green power supply project in Shanghai Miao Economic Development Zone, with a total investment of 269.3 billion yuan. In addition, Guodian Power intends to register no more than 10 billion yuan (inclusive) of shelf corporate bonds.
7. Shanggong Shenbei (600843SH) :* the total amount of compensation for part of the house of the expropriation company is about 14.2 billion yuan.
8. Zhongheng Design: It is planned to invest about 60 million yuan in the first phase of the Xuzhou New Infrastructure Innovation Science and Technology Park project.
9. Zhongrong Electric (301031SZ): The company recently received a designation notice for high-voltage 1000VDC and 500VDC products that are exclusively designated by Tier1 for a project of a leading German car company. At present, the company has received the fixed-point notice of the project and received the C sample order, and has not yet signed a formal contract. The project is expected to start SOP in January 2025, and the total sales amount is expected to fluctuate to 1100 million yuan.
10. Jicheng Electronics: On December 12, 2023, the company received the notice of winning the bid from the State Grid and the State Grid Materials, and determined that the company was the winning bidder of the "State Grid *** 2023 89th batch of procurement (the second electric energy meter (including electricity information collection) bidding and procurement of the marketing project)" project, with a total of 3 packages and a total bid amount of 13080610,000 yuan.
11. Jiaocheng ultrasound (688392SH): The 4680 large cylindrical battery has a positive pole and collector plate welding, kneading and other possible application scenarios of ultrasonic technology in the cell assembly process, and the company is carrying out related technical exploration work in an orderly manner.
12. Huaihe Energy (600575SH): It is proposed to acquire 100% of the equity of Panji Power Generation Company held by Huaihe Power in cash, and the funds ** are the listed company's own funds, and the transaction consideration is 11$8.1 billion.
13, *ST Zuojiang (300799SZ): *ST Zuojiang (300799.) who was investigated and monitored by the regulatorSZ) replied to the inquiry letter of the Shenzhen Stock Exchange on its third quarterly report, disclosed the sales of 400 DPUs in the announcement, and reminded the company that it would face the risk of being terminated from listing.
14. Zhongjing Electronics (002579SZ): The company's IC substrate products can be used for memory chips and other packaging, and the company's IC substrate is currently in the stage of small batch sales of single lines.
15. The new stock N Painuo rose 148%, triggering a temporary suspension of trading. According to the data, the company mainly provides energy Internet of Things products and energy digital solutions for power user customers such as large buildings, data centers, finance, hospitals, transportation hubs, and industrial parks.
16, Shanghai Sanmao (600689SH): The company has no plans related to asset restructuring.
17. Tongfu Microelectronics (002156SZ): The company is a provider of integrated circuit packaging and testing services, providing one-stop services for design, packaging and testing for global customers. The company's products, technologies and services cover artificial intelligence, high-performance computing, big data storage, display drive, 5G and other network communications, information terminals, consumer terminals, Internet of Things, automotive electronics, industrial control and other fields.
18, Obi Zhongguang (688322SH): The company's new 3D ITOF camera Femto Mega was jointly developed and manufactured by the company, Microsoft and NVIDIA and was released at the beginning of this year.
19. The concept of logistics has risen, Ruimaotong and Haicheng Bangda have both risen to the limit, and before that, Yinfei Storage has a daily limit, and Longzhou Shares, Jiacheng International, Xinning Logistics, etc. have followed up.
20. Nanjing's local stocks have been repeatedly active, with Yinfei Storage, Soho Hongye, Nanjing Business Travel, Hujiang Materials, Jinling Pharmaceutical, etc. following up.
3. It's easy to add drama to yourself.
1. The market is prone to great lethality in a very weak state at the bottom, because there is inertia, and the psychology of losing money also has inertia.
2. Because many people are afraid of what bad news will come from the Federal Reserve's interest rate meeting yesterday night, and then there will be a big drop again, and even the Hang Seng Index will fall to 14,000 points, some people have shouted out, so a little **, and then immediately a fall will have many people who can't stand it.
3. Ordinary investors must not guess, nor can they add drama to themselves, the Shanghai Composite Index is 16,000 points low before 2930 points, and the previous low is not broken, you can think that ** is not over, and even say that the real ** has only begun to have a double bottom on the technical chart or is effective.
4. From the point of view of the game, yesterday's profit-taking and Hang Seng Index adjustment between A-shares is partially avoided, and the risk of interest rate hikes possible by the Federal Reserve last night may be more optimistic about the trend of today's market, and during the trading period at the end of the month, it may be a better time period for longs.