First, important market news.
1. The latest clarity of the Ministry of Industry and Information Technology!It is related to the construction of automotive chip standards.
On January 8, the General Office of the Ministry of Industry and Information Technology issued a notice on printing and distributing the guidelines for the construction of the national automotive chip standard system. The goal is to formulate more than 30 key standards for automotive chips by 2025. By 2030, more than 70 standards related to automotive chips will be formulated, and the typical application scenarios and test methods of automotive chips will be basically fully covered, so as to meet the needs of building a safe, open and sustainable automotive chip industry ecology.
2, Li Bei spoke again: In the future, China may have a "once in 20 years"**
3. UBS: A-shares are currently mispriced, and 8 times PE investment opportunities are difficult to find in the world.
4. Lead the investment trend of the whole year!The three main lines of the "Spring Festival Gala" of consumer electronics are the first to see.
As the world's largest and most influential annual consumer electronics technology exhibition, the Consumer Electronics Show (CES) 2024 in Las Vegas, USA, will be held from January 9 to 12 local time. AI, MR (mixed reality), and smart cars will become the focus of science and technology throughout the conference, and the three main investment lines of consumer electronics in 2024 will also be slowly launched.
5. The US has continuously tightened export control measures on chips to China, which is an out-and-out economic bullying.
6. Huachu Network: On January 10, the reserve of frozen pork was rotated out of the warehouse for bidding 30,000 tons.
7. The regulatory authorities shall solicit opinions on the smooth and orderly implementation of "Huimin Insurance", and shall not set unreasonable operational index constraints.
8. Lei Jun: The price of Xiaomi cars has not been determined, but there is no opponent within 500,000 yuan, and there is no "beggar" version.
9. Private equity actively increased its position, and the 10 billion **private placement** index hit a new high in the past eight weeks.
10. Haikou relaxes the property market sales restriction policy: the sales restriction period is changed from "five years" to "two years".
Second, the opportunity to see in advance.
1. Annual report** fermentation: tens of billions of car companies against the market limit These directions perform better.
Recently, a number of listed companies have disclosed their annual report forecasts, and some of the stocks with good performance have ushered in a sharp rise against the market. As of January 8**, Yutong Bus successfully closed the daily limit, and the stock price refreshed the high point in the past six months.
Specifically, according to the statistics of the lower limit of the net profit attributable to the parent company, Kweichow Moutai temporarily ranks first with a profit scale of 73.5 billion yuan, Gree Electric Appliances and Lixun Precision will also earn more than 10 billion profits in 2023, and the performance scale of Transsion Holdings, Yuntianhua, Yongtai Energy, Aimeike, Tomson Beijian and other stocks is also relatively high. From the perspective of performance growth rate (lower limit of net profit attributable to the parent company), Jubilee Technology has increased nearly 6 times due to the turnaround in performance, and the performance growth rate of Feilong Shares, SWS, Transsion Holdings, Yunyi Electric, and Glacier Network has also exceeded 100%.
2. Foreign tradeMinistry of Commerce: Promote the continuous expansion of consumption and cultivate new momentum for foreign trade.
3. Anti-influenza|After influenza A, the proportion of influenza B disease increased significantly, and the proportion of influenza B strains monitored in northern China was as high as 473%。
4. Gene editing|Base editing **first**hemoglobinopathy, the patient is free from blood transfusion dependence for more than two months.
5. Aviation Airport|The passenger volume of civil aviation during the Spring Festival is expected to reach 80 million, which is expected to hit a record high.
3. Major Events.
1. Robam Appliances: According to the statistics of the equity distribution plan of listed companies, 1 A share is registered today, and Robam Appliances pays a dividend of 5 yuan for every 10 shares.
2. Narui radar: The millimeter-wave radar under development by the company can be applied to application scenarios such as drones and autonomous driving.
3. Obi Zhongguang: The Femto series ITOF cameras developed by the company in cooperation with Microsoft have covered three products: Femto Bolt, FemtoMega and FemtoMegai. This series of products can quickly connect to the needs of developers and customers that Microsoft has accumulated for more than a decade, and is expected to promote the growth of the company's overseas sales revenue.
4. Suochen Technology: In the field of humanoid robots, the company is still in the early stage of exploration, and has not yet had actual business.
5. Tengda Technology: Subscribe today, with a total of 50 million shares issued, 20 million shares issued online, and an IPO issue price of 1698 yuan shares, the issue price-earnings ratio is 2605 times, the company specializes in the research and development, production and sales of stainless steel fastener products.
6. Yongxing shares: subscribed today, with a total of 1500 million shares, 45 million shares issued online, IPO issue price 1620 yuan shares, the issue price-earnings ratio is 2176 times, the company's main waste incineration power generation business, and gradually expand the biomass treatment business.
7. *ST Eddie: The opening price is lower and the price limit is closed59 yuan, which also means that the former "first share of Shenzhen jewelry" has been locked in advance "1 yuan delisted".
8. Simei Media: The company recently received the "Prior Notice of Administrative Punishment" issued by the Zhejiang Securities Regulatory Bureau, and decided to give a warning to the company and impose a fine of 1.5 million yuan, and Li Zimu, the then secretary of the board of directors, was warned and fined 1 million yuan in response to the company's reply to the interactive easy questions that did not match the actual situation, did not disclose the company's situation truly, accurately and completely, and constituted misleading statements.
9. Rongqi Technology (301360): Rongqi Technology previously planned to purchase 60% of the equity of Ningde Zhongneng Electronic Equipment held by Lin Liguo, Hu Wen, Lin Shuyu and Liu Junying by paying cash, which constituted a major asset restructuring. After full and prudent research and friendly negotiation with the relevant counterparties, the company agreed to terminate the material asset restructuring.
10. Puyuan Varitronix (688337): The company plans to issue shares to purchase 677419% of the equity, and raise matching funds, the company will resume trading on January 9.
Fourth, the Nikkei index rose to the highest level since March 1990, and the South Korean GEM index is about to enter the stage.
Recently, Japan and South Korea have continued to rise, and South Korea's GEM index has risen by more than 20% since the low point on October 31 last year, and is bound to enter a technical bull market.
Today, the Nikkei extended its gains to 18 per cent, the highest level since March 1990. In other words, it has once again hit a new high in 34 years, which is equivalent to a new high in 34 years after the establishment of our A** field in 1990.
Wow, why is the periphery so bullish, doesn't it mean that our China's economic growth is far ahead, our a** field started from 100 points to today's **2897 points 34 years later, and it is not even 2900 points, and it is 16 years apart from the record high of 6124 and cut in half.
It's too sad for A-share stockholders, it's simply sad Pacific, India** is also founded with us for about 34 years, and it is also an emerging market, India** actually reached 72557 points, compared to A-shares, it is too far and too far away, India** is now restricting shorting, and South Korea** has also come out of the technical bull market since more than 2 months of restricting shorting. We can also learn to limit shorting in big A shares!