First, important market news.
1. "Chinese New Year's Eve Dinner Time" opens! Store catering reservations are hot, and a number of prefabricated food listed companies have exploded.
With the approach of the Spring Festival in the Year of the Dragon, the catering consumption industry continues to be hot. As the highlight of Spring Festival catering, Chinese New Year's Eve dinner reservations are "explosive", and many restaurants have a scene of "hard to find" Chinese New Year's Eve dinner. The sales of prefabricated dishes are also "explosive", and the reporter found that the "town table dishes" and "hard dishes" and other products in the prefabricated dishes are rich in categories, and the sales volume has increased significantly recently.
2. Bitcoin fell more than 4% in a day, and India cracked down on Binance and other cryptocurrency exchanges.
3. He Lifeng met with members of the International Advisory Committee of the China Securities Regulatory Commission.
4. Shanghai's equity investment industry welcomes the "policy living water" again
On January 10, the people of Shanghai issued the "Several Measures to Further Promote the High-quality Development of Shanghai's Equity Investment Industry", proposing to support the listing of equity investment managers, relying on the implementation of the comprehensive registration system and the new regulations on overseas listing filing, and supporting qualified equity investment managers in Shanghai to be listed in domestic and foreign capital markets through initial public offerings, mergers and acquisitions, etc.
5. Is RRR and interest rate cuts on the way? Industry insiders expect a significant reduction in LPR in 2024.
6. The domestic pricing of new drugs for Alzheimer's disease was announced, with an annual cost of about 180,000 yuan.
7. Local governments plan to reserve ultra-long-term special treasury bond projects.
8. New adjustment of byte commercialization: Knowing Chedi will become an independent company.
Second, the impact of listed companies on the good news.
1. No. 9 Company: plans to repurchase shares with 300 million yuan to 500 million yuan.
2. Wansheng Intelligence: Net profit in 2023 is expected to increase by 68% year-on-year65%-88.63%
3. Espressif Technology's performance report: net profit in 2023 increased by 31% year-on-year67%
4. Sinoma International: The amount of new contracts signed in 2023 will be 6164.4 billion yuan, a year-on-year increase of 18%.
5. Quanjude: The company decided to cancel the 154 that had been repurchased240,000 shares.
6. Xinnuovi: It is planned to acquire 100% of the shares of CSPC Pharmaceutical Group Baike (Shandong) Biopharmaceutical Co., Ltd. Trading will be suspended from January 11.
Third, the negative news affecting listed companies.
7. Boshuo Technology: The shareholder intends not to exceed 3% of the company's shares.
8. Aisky: The total of the two shareholders shall not exceed 2% of the company's shares.
9. Xinya Process: The company and the original actual controller received the notice of filing a case from the CSRC.
Personal opinion: To sum up, this is only an announcement, does not represent any investment advice, only an interpretation of the news level, does not constitute a recommendation, bearish does not mean that the stock price will fall, good does not mean that the stock price will rise, ** risky, enter the market must be cautious. Remember, remember!
Fourth, material information.
1. Xinfengming: Zhonghong New Materials, a wholly-owned subsidiary, plans to invest in the construction of a project with an annual output of 2.5 million tons of differentiated polyester fiber materials and 100,000 tons of polyester film materials, with a total investment of about 20 billion yuan.
2. Guangdong Hydropower: The company's wholly-owned subsidiary, Guangdong Construction Engineering Group, is the winning bidder of the "Guangdong Construction Engineering Science and Technology Innovation Building Project Construction General Contractor", and the winning bid price is 169.6 billion yuan.
3. Sai Microelectronics (300456SZ): The company participates in the industrial development of VR, AR, and MR related fields as a professional manufacturer of MEMS.
4. Shengxing shares: the company plans to invest in the construction of new energy structural parts R&D, production and sales projects in Shishi City, Quanzhou City, Fujian Province, and set up a wholly-owned subsidiary "Shengxing (Quanzhou) New Energy Technology Co., Ltd. tentative name)" as the main body of the project, with a total investment of 100 million yuan and a registered capital of 30 million yuan.
5. Horn Steam and Electric (301488SZ): The company's products do not involve humanoid robots or fighting robot dogs.
6. Yihua shares (002897SZ): Wuhan Yigu's products cover all kinds of optical modules of 400G and below.
7. Xiaxia Precision (001306SZ): In the field of industrial robots, the widely used high-precision transmission devices are mainly RV reducers and harmonic reducers.
8. Nenghui Technology (301046.)SZ): The company recently received the "Notice of Winning the Bid" for the "Yuexiu New Energy 2023 48th Batch of Rooftop Distributed Photovoltaic Project Equipment and Operation and Maintenance Framework Agreement Bidding (Bid Section 1)" and "Yuexiu New Energy 2023 48th Batch of Rooftop Distributed Photovoltaic Project Equipment and Operation and Maintenance Framework Agreement Bidding (Bid 2)", and the Company was determined to be the winning bidder of the above projects.
9. Asia-Pacific shares (002284SZ): The company will provide front disc brake with steering knuckle assembly and rear brake assembly (with EPB) for two new energy models of a leading domestic independent brand OEM. According to the customer's plan, the life cycle of the above project is 6 years, and mass production is expected to start in the second half of 2024, with a total life cycle sales amount of about 3.2 billion yuan.
10. Jinghua New Materials (603683SH): The major shareholder Ningbo Hutong Private Placement intends not to exceed 1% of the shares.