The monthly decline is approaching a circuit breaker! Today's evening summary of major information of listed companies (21）！
1. Major Events.
1. Dayu water saving: The consortium composed of Gansu Dayu Water Saving Group Water Conservancy and Hydropower Engineering Co., Ltd. (consortium leader) and Wuwei Water Conservancy and Hydropower Survey and Design Institute won the bid for the 2024 high-standard farmland construction project in Jinchuan District, with a bid amount of 16.2 billion yuan.
2. ST Shimao: As of January 31, the company and its subsidiaries had accumulated 114 debts in the open market, and debts of banks and non-bank financial institutions in the private market$5.1 billion was not paid on time.
3. Chengdu Guanglian Pangu Technology Co., Ltd. was established with a registered capital of 5 million yuan, and its business scope includes: intelligent unmanned aerial vehicle manufacturing; sales of air transport equipment; industrial robot manufacturing; mold making, etc. The company is indirectly wholly owned by Guanglian Airlines.
4. Pan-AI concept stocks continued to strengthen, iFLYTEK hit the limit, Chinese ** rose more than 8%, Kunlun Wanwei rose more than 7%, and Yuncong Technology, Tors, 360, Wanxing Technology and other collectives rose.
5. Chengdu Yongli was established as an intelligent technology company with a registered capital of 37.5 million yuan, and its business scope includes: research and development of intelligent robots; artificial intelligence hardware sales; industrial robot manufacturing; Internet of Things device manufacturing, etc. The company is jointly held by Tangyuan Electric (300789) and others.
6. Gaozheng Civil Explosives: The holding subsidiary signed an open-pit mining and stripping blasting project contract with **Xianglong, and it is expected to achieve a net profit increase of 53% in 202359%–106.03%。
7. Zhejiang Yitainuo Pneumatic Technology Co., Ltd. has undergone industrial and commercial changes, adding BYD (002594) as a shareholder, and the company's registered capital has increased from 382160,000 yuan increased to 406360,000 yuan. ETANO is a company focusing on technology research and development, product innovation and application practice in the field of industrial automation, and its services are positioned as high-end equipment manufacturers.
8. Photovoltaic concept stocks continued to rise, Aiko shares, Oujing Technology, Guosheng Technology rose by the limit, King Kong Photovoltaic and Tongxiang Technology rose by more than 10%, and Deye shares, Junda shares and Tongwei shares rose by more than 6%.
9. *ST Yuebo: The 2023 annual performance forecast should be disclosed before January 31, 2024. As of January 31, 2024, the Board of Directors of *ST Yuebo has not disclosed the results forecast in accordance with relevant regulations. In accordance with the relevant regulations, the Shenzhen Stock Exchange will take self-regulatory measures or impose disciplinary sanctions on *ST Yuebo and its board members.
10. Cloudwalk Technology (688327): The company has insight into the huge potential of the enterprise-level TOB market, and has carried out joint sales with Huawei based on the industry characteristics of Cloudwalk and Huawei's deep experience in the TOB side.
11. Pien Tze Huang: It is expected that the net profit growth in the first quarter of this year will not be less than 25%.
12. Special information (000070): The company intends to take the form of public listing on the Shenzhen United Equity Exchange to transfer 70% of the equity of its holding subsidiary, Sichuan Huatuo Optical Communication Co., Ltd., and the first listing price shall not be lower than the corresponding equity value of 11.7 billion yuan.
13. Wuliangye: It was decided to raise the ex-factory price of the eighth generation of Wuliangye from 0:00 on February 5, from the current 969 yuan bottle by 50 yuan to 1019 yuan bottle. The suggested retail price remains at 1499 yuan per bottle.
14. Kute Intelligent (300840.)SZ): announced that it has signed a comprehensive cooperation agreement with Huawei, under which the two parties will carry out long-term cooperation in product R&D joint innovation, new materials, production agent clusters, computing infrastructure construction and application, and enterprise hybrid cloud platform construction based on the Pangu large model project.
15. Bohui shares (300839): The company plans to sign an investment cooperation agreement with the Management Committee of Ningbo Economic and Technological Development Zone to invest in the construction of a 1.6 million tons of new materials and high-end chemicals integration project in Qingzhi Chemical New Material Industrial Park, with a total planned investment of about 22800 million yuan.
16. Hubei Yihua (000422SZ): At present, the company's supply and marketing electronic contracts have adopted blockchain technology, which will further optimize the company's customer relationship maintenance.
17. Huaru Technology (301302SZ): The company's research and development achievements can be applied to the field of nuclear emergency preparedness, and substantive orders have been signed.
18. Sichuan Road and Bridge (600039SH): The subsidiary, Communications Construction Group, intends to subscribe to the capital contribution of the private placement ** of RMB12,771 with its own funds as a limited partner910,000 yuan, accounting for 15 percent of the total subscribed capital contribution of the partnership94%。
19. Tianjin Port (600717SH): Some of the company's bill of lading business links have used blockchain technology. At present, the application of blockchain technology has not had a significant impact on the maintenance and expansion of the company's customers.
20. Saurer Intelligent (600545.)SH) :* the Company assisted the Ningbo Intermediate People's Court in ruling to forcibly sell 40 million shares of the company held by Jinsheng Industrial in accordance with the requirements of the Notice of Assistance in Enforcement issued by the Intermediate People's Court of Ningbo City, Zhejiang Province, of which 20,960,000 shares have been passively sold through the secondary market from April 28 to May 5, 2023, 17,870,000 shares have been passive** through the secondary market from October 30 to November 1, 2023, and the remaining 1, 170,000 shares (00654%) will continue to be passive through centralized bidding**.
Second, for several months, I have seen clearly that Big A is inhumane and cruel, and it is no wonder that many domestic companies are listed on the NASDAQ.
Maybe the current ** is the opportunity to run away, but no one can guarantee that it will not rise sharply after running away, maybe just cut the meat tomorrow**, everyone thinks about it for themselves, and now such a cruel ** is also the first time to meet, **has been empty for 4 months, and the ETF of the swing operation or**small loss and small profit.
3. The average stock price fell by 2124%, compared to 16 for three months when the leverage was broken in 15 years3%，15.15%，16.24%, you read that right, the current monthly decline rate has exceeded 15 years when the leverage was broken. And the only time higher than this backtest data is the 16-year circuit breaker of 2744%。
Historically, these big fall months have basically occurred just after the end of the big bull market, or just after a round of violence**, and this time, it is an acceleration after the index has fallen for 3 consecutive years**. In the past three years, China's ** (including Hong Kong) has lost 50 trillion yuan in market value, which is equivalent to the 47 trillion yuan of the country's total retail sales of consumer goods in 2023, which has greatly affected the financial situation of middle-class families.
During the same period, the market value of the United States bucked the trend by about 53 trillion US dollars (about 40 trillion yuan). This stark contrast reveals how the two markets have performed differently in navigating global economic challenges. Of course, if we take into account the decline in the property market, the trauma to the assets of Chinese households may be another astronomical figure.