1. Important news that affects the market.
1. "Flowers"**Consultant:**There is always a chance.
2. Ministry of Industry and Information Technology: Promote the R&D and application promotion of cutting-edge technologies such as artificial intelligence, humanoid robots, and the metaverse.
3. Ministry of Industry and Information Technology: Promote the high-end application of rare earths in aerospace, electronic information, new energy and other fields.
4. Ministry of Industry and Information Technology: Strengthen the main position of enterprises in scientific and technological innovation and continue to optimize the innovation platform network.
5. Ministry of Industry and Information Technology: This year, we will continue to make every effort to promote the steady growth of the industrial economy and play a good policy "combination punch".
6. It's completely crazy! Japan**hit a new high in 34 years, and Warren Buffett made another profit and increased his position in Japan all the way last year.
7. Industry insiders: Da Mo's downgrade of Hong Kong stocks China Software International may be the reason for the weakening of the information innovation and data element sectors.
Interpretation: 2-5 on the news side are all blockbuster news, the Ministry of Industry and Information Technology made a heavy statement, and it is beneficial to rare earths, scientific and technological innovation, industrial economy, robots, artificial intelligence and other industry sectors.
Bank of America expects that this year, Japan will hit a record high of 13%, and UBS expects that this year's A-share market will be the world's most rare low valuation depression, with a high probability of 3400 points this year, and the fall out is a big opportunity in the future. The reason for yesterday's sharp decline in China's software and data elements sector has been found.
2. Major Matters.
1. Qin'an shares: It is estimated that the net profit attributable to shareholders of listed companies in 2023 will be 2$500 million to 2800 million yuan, a year-on-year increase of 3795% to 5450%。
2. Chinatungsten High-tech: The company intends to purchase 100% of the shares of Persimmon Zhuyuan Company held by Minmetals Tungsten Industry and Woxi Mining Co., Ltd. by issuing shares and paying cash. The company** will resume trading from the market open on January 10, 2024.
3. ST Tongzhou: The company is planning to purchase assets and raise matching funds by issuing shares and paying cash, because there is still uncertainty about related matters, in order to safeguard the interests of investors, the company has applied for the suspension of trading since the market opened on January 9.
4. Sinopharm Co., Ltd.: Deputy General Manager Tang Lei recently received the "Notice of Case Filing" issued by the China Securities Regulatory Commission, according to the "People's Republic of China ** Law", "People's Republic of China Administrative Punishment Law" and other laws and regulations, the China Securities Regulatory Commission decided to file a case against Tang Lei for suspected insider trading.
5. Moso Power Supply: The company currently does not have AR VR related power supply.
6. ST Tianlong (SZ 300029): Sichuan Zhongshu Shilian Construction Engineering, a wholly-owned subsidiary of Jiangsu Huasheng Tianlong Optoelectronic Equipment Co., Ltd., recently signed the "Huaneng Shanxi Province Xiyang County Photovoltaic Power Generation Project Bracket Procurement Contract" with Shanghai Electric Power Construction Co., Ltd., with a total contract amount of RMB 3,818090,000 yuan.
7. Baili Technology: On January 9, the company signed the EPC contract for the design, procurement and construction of the project design, procurement and construction of lithium manganese iron phosphate cathode materials with an annual output of 100,000 tons with Shanxi Twashi Energy Technology Co., Ltd. The total price of the contract is 83.8 billion yuan.
8. Dalian Shengya: The company has been up and down for 5 consecutive trading days, and the short-term increase is too large, and the company's production and business activities have not undergone major changes. The company's main business is mainly the operation of the Polar Aquarium scenic spot, the commercial operation of the scenic spot and the operation of animals, and the company's current production and operation activities have not undergone major changes.
9. Jinling Sports: It is planned to use no more than 200 million yuan to purchase wealth management products.
10. Hitevision Technology: Directors Wang Jing and Zhang Shujiang are a total of 34.9 billion yuan to Haoze Chenxi No. 6** agreement transfer 502% of the company's shares.
Third, the impact of listed companies on the good news.
1. Xinhua shares: proposed 1900 million yuan to set up a joint venture company to implement the electronic grade isopropanol project.
2. Shanghai Construction Engineering: The subsidiary won the bid for 475.3 billion yuan project.
3. Shengmei Shanghai: In 2023, the operating income will increase by 27% to 48% year-on-year
4. Longjian shares: the subsidiary won the bid 77.8 billion yuan project.
5. Minhe shares: sales revenue in December 2023 increased by 71% year-on-year32%
6. Sichuan Investment Energy: Net profit of 4.4 billion yuan in 2023, a year-on-year increase of 2526%
7. Commodity City: It is expected that the net profit in 2023 will increase by 140% to 149% year-on-year
8. Shenzhou Taiyue: Net profit in 2023 is expected to increase by 53% year-on-year17%-71.62%
9. Muyuan shares: The cumulative new borrowings in 2023 will exceed 20% of the net assets at the end of the previous year, and the current cash flow is safe and stable.
Fourth, the negative news affecting listed companies.
1. Nopuxin: Yuan Qinghong, chief financial officer, intends not to exceed 170,000 shares.
2. Jiangshan shares: Fuhua Technology intends not to exceed 1%.
3. Huafeng shares: Guangdong science and technology innovation plans to exceed 2%.
4. COSCO Shipping Holdings: It is estimated that the net profit attributable to the parent company in 2023 will be 23.9 billion yuan, a year-on-year decrease of about 78%.
Tian5 Ban Sijin Intelligence: As of now, the company has no direct business orders related to unmanned robots.
Lianban Changbai Mountain: The hosting business of Heping Ski Resort will contribute less than 1% to the overall revenue in 2023
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!