1. Major news.
The Committee published the 13th Exclusion Extension List for Commodities Subject to Additional Tariffs on the United States;
The U.S. Department of Commerce will review China's traditional semiconductor chain, and respond to it
The People's Bank of China: Promote the early introduction and implementation of the Financial Stability Law, and improve the long-term mechanism for maintaining financial stability
The Beijing Stock Exchange has improved the rules for equity distribution and share repurchase to encourage listed companies to actively pay dividends
National Press and Publication Administration: The Measures for the Administration of Online Games (Draft for Solicitation of Comments) aims to promote the prosperity and healthy development of the industry
Chinese**: The company's business does not involve the scope of the new regulations on online games, and there is no impact.
Guobang Pharmaceutical: Silk Road ** and other companies in total do not exceed 3% of the shares.
iKedi: The shareholder intends to ** the company does not exceed 1% of the shares.
Weichuang shares: Lu Keping, an upper-level shareholder, was investigated by the China Securities Regulatory Commission on suspicion of illegal information disclosure.
ST Oceanwide: The stock price has been below 1 yuan for 17 consecutive trading days, and there is a risk of termination of listing.
Yuneng Technology: The subsidiary signed a sales contract of 91.58 million yuan for energy storage system equipment.
Zhefu Holdings: Won the bid for the procurement project of pumped storage power station units and their auxiliary equipment.
Sai Microelectronics: Started mass production of MEMS-OCS, a subsidiary.
Hubei Yihua: The controlling shareholder intends to 1500 million yuan to 300 million yuan to increase the company's shares.
Yahong Pharmaceutical: APL-2301 was approved for phase II clinical trial in Australia.
Shangtai Technology: Some shareholders, directors, supervisors and senior executives promise not to share ** shares within 6 months.
ST Refining Stone: The controlling shareholder of the company was changed to Aviation Investment Group.
Second, the good news:
1.Yuneng Technology: The subsidiary signed a sales contract of 91.58 million yuan for energy storage system equipment.
2.Transparent cable: proposed 21.9 billion yuan to purchase 100% equity of Tongguang Optical Fiber.
3.Zhefu Holdings: Won the bid 82.2 billion yuan pumped storage power station unit and its auxiliary equipment procurement project.
4.Guoxuan Hi-Tech: It is estimated that the company's overseas delivery will exceed 100GWh in 2027, and the overseas business sales will exceed 100 billion.
5.Automotive software into the 3In the 0 era, Kotei Information said that it would usher in a breakthrough development window.
3. Bearish announcements.
1. iKedi (600933).
The company's shareholders holding less than 5% of the company's shares intend to ** the company's shares do not exceed 89722.23 million shares, accounting for no more than 1% of the company's total share capital;
2. Guobang Pharmaceutical (605507).
Shareholders holding more than 5% of the company's shares intend to ** the company's shares do not exceed 167647.05 million shares, ** ratio does not exceed 3% of the company's total share capital;
3. Jiaheng Jiahua (300955).
The total number of shares of the company shall not exceed 30240,000 shares, ** ratio does not exceed 3% of the company's total share capital;
4. Weichuang shares (002308).
Due to suspected violations of information disclosure laws and regulations, the company's upper shareholders received a notice of filing from the China ** Supervision and Administration Commission;
5. Tetracyclic organisms (000518).
Due to suspected violations of information disclosure laws and regulations, the actual controller of the company received a notice of filing a case from the China ** Supervision and Administration Commission;
Combined with the performance of the external market, let's talk about today's trend, Europe and the United States were mixed, and Chinese concept stocks fell 178%, the A50 index rose 016%。The whole sentiment is neutral, the difference is that the corresponding Internet direction of Chinese concept stocks led the decline, while the blue-chip direction corresponding to A50 performed resistantly, and today's A shares are likely to continue their own operating rhythm.
The technical side has been dismantled with you, and my opinion is very simple, the monthly line is likely to close the negative line, but there is still technical space this week. This is not a conflict and an impact, simply put, the speed of next week's ** may not be too fast, and the height of the space may be compressed around 3000 points, so this week's response idea is to go long on dips.