5.12Summary of Daily Market Information

1、     【 News Express 】

It is reported that multiple financial institutions have learned that regulatory authorities have issued documents to banks to understand the interest rates of interbank lending, loans, bills, and other items in the interbank financial market, and require banks to5month11Report to local regulatory authorities in the afternoon.
It is reported that recently, the regulatory authorities have called for a large-scale fundraising poolSecurities firmsAt the asset management meeting, the regulatory focus is mainly on non-standard assets. The rectification of the fund pool business does not include bonds, and allows for the continuous rolling issuance of large portfolios. After the release of pessimistic sentiment, the bond market is expected to recover.
Development and Reform Commission:5month11day24Lowering gasoline per ton250Yuan,diesel oilEach ton will be lowered235Yuan.
According to authoritative sources such as the Ministry of Industry and Information Technology《“Made in China2025”Guidelines for Provinces and Cities(2017year)》We are organizing revisions and are expected to issue them soon.
　　HebeiYuan Tongli, Executive Vice Governor of the province and Secretary of the Temporary Party Committee of Xiong'an New Area, stated that the planning and preparation of Xiong'an New Area has made phased progress.

　　1The convenience of the People's Bank of China for medium-term lending（MLF）Inquiry volume.According to foreign media reports, the People's Bank of China11Convenience for daily mid-term borrowing and lending（MLF）Inquiry volume. According to media reports, the central bank will conduct mid-term lending facilitation operations on Friday. In addition, regulatory authorities have issued a document to banks to understand the interest rates of interbank lending, loans, bills, etc. in the interbank financial market, and require banks to11Report to local regulatory authorities in the afternoon. Data shows that next Tuesday（5month16There will be1795BillionMLFExpiration.Comment: Currently, the market funding situation is tight. If the central bank carries outMLFThis will bring a slight turning point to the "thirsty" market. It is important to note that the specific amount and interest rate are unknown. If interest rates rise, it's not good news for the market.

　　2Secretary of the Temporary Party Committee of Xiong'an New Area: Let low housing prices become the core competitiveness of the new area.Xinhua News Agency reporter interviewed Yuan Tongli, Executive Vice Governor of Hebei Province and Temporary Party Secretary of Xiong'an New Area. Yuan Tongli stated that Xiong'an New Area does not engage in large-scale land leasing or land finance, strictly restricts the development of commercial housing, and makes low housing prices a core competitive advantage for the new area to attract innovative elements.Comment: From the various systems and emergency measures related to the construction of new areas, the central government's real estate development model in Xiong'an is different from the past, and the Singapore model may be considered. In addition, without real estate speculation, there is great pressure to sell off the concept of Xiong'an New Area.

　　3、AAnother surge in holdings in stocks: in the past month181The company received a net increase in holdings.In the past month,AThe stock market continues to adjust, with the Shanghai Composite Index falling more than 200 points, a decline of7.11%In this context, there are181homeAImportant shareholders of listed companies have begun to choose to increase their holdings. In terms of industry distribution, real estate, mediaNonferrous metalsandmechanicalThe four major industries are the most favored, and the cumulative net increase in the range accounts for a percentage of the total net increase55.5%。Comment: The increase in holdings by important shareholders is reflected on one hand in the confidence of the shareholders in the development of the listed company and their recognition of the company's current value level;
Of course, it is also possible to compete for controlling rights of listed companies or cooperate with financing. According to historical data, the arrival of a surge in holdings often indicates that the market is building a bottom or a temporary bottom, and the market index is likely to rise thereafter.

　　4The Shanghai Stock Exchange has been continuously listed18The sky is low, setting a historical record.The Shanghai Stock Exchange has been in continuous operation18Opening at a low altitude, setting a historical record, with only two consecutive occurrences in history17The situation of low sky opening. Last time was2002year1month29DayLarge marketBottomed out, then rebounded all the way300Multiple points. This time setting a record, perhaps a rebound is imminent!Comment: This panicked decline is not sustainable, 11The Japanese market rebounded upwards due to the news of the central bank's water release. There is not much risk of short-term market decline, cherish the rebound time window.


　 2、 Market Review:
Thursday, two cities in total34Only limit up stocks, more than Wednesday4Only, natural limit up19Only;
32Only stocks hit the limit down, remained unchanged, with the highest intraday trading volume64Only limit down stocks;
Increase exceeds5%Individual stocks82Only, more than Wednesday33Only;
Excessive decline5%Individual stocks113Only, less than Wednesday on a month on month basis110Only. Accumulated transactions4270Billion, month on month increase6%。  


The Shanghai and Shenzhen stock markets opened short and opened low in the morning, quickly killing losses to lure the short, and the Shanghai Composite Index fell below3044Point support, lowest drop to3016Point, finally1.5Turning red in the hour, showing deep againV. The reversal of the main force is still the focus of our recent attention: Xiong'an New AreaThe Belt and Road InitiativeAndSecondary New Shares. The Xiong'an New Area sector has seen a significant increase3%Becoming a leading sector in terms of growth;
The Belt and Road InitiativeRelated infrastructure, water transportationcementLeading the rise in both markets, with both gains1%；
Bank stocks are no longer dragging their feet and rising0.8%Becoming an important force in boosting the index, the national team60Yijia positions in bank stocks can keep up with operations and earn deterministic returns. As of closing, the Shanghai Composite Index has recovered3060PointGrowth Enterprise MarketRefers to recovery1770Points.  

DeepVReverse stacking oversold,Large marketIn the short term, it is expected to enter a rebound, and the rebound position is expected to be at the annual line3091Near the point. Afterwards, to prevent another sharp drop and build a double bottom structure. Suggest investors to take the opportunity to participate in the Xiong'an theme andSecondary New SharesThe two major sectors have the highest volatility and high short-term trading opportunities.

3、     Transaction prompt:

[12Daily ex rights and ex dividends]
Tianshen Entertainment(002354)10turn18send4.12
North latitude communication(002148)10turn12send1.1
New Zhou State(300037)10turn10send5
Lan Dai Transmission(002765)10turn10send1
Dalian Electric Porcelain(002606)10turn10send1
Enhua Pharmaceutical(002262)10turn6send0.6
Huatong Pharmaceutical(002758)10turn5send1.1
Fangda Group(000055)10turn5send3.5
AVIC Optoelectronics(002179)10turn3send1
　　[Investment matters]
Chinese Chemistry(601117): Before4The monthly cumulative amount of newly signed contracts exceeds290Billion
Shandong Road and Bridge(000498): Pre winning bid5.58RMB100mnPPPproject
Weiming Environmental Protection(603568)Proposed4.3Expansion Project of Yijian Ruian Municipal Waste Incineration Power Plant
Ningbo Construction Engineering(601789)Signed by wholly-owned subsidiary4.16100 million yuan construction project construction contract
Wuyi, China(000797)Undertaking6.12100 million RMB Ethiopia project
Sanlian Hongpu(300384): Sign2100 million yuan contract Share of the company's revenue from last year81%
China Electric Power Construction Corporation(601669)1Month to4Monthly new contract signing1766RMB100mn increase18.37%
Chengdi Shares(603887)Received over9438Notification of Ten Thousand Yuan Winning Bid

Han Jianhe Mountain(603616): Proposed1.4Billion yuan acquisition of Hezhong Building Materials70%stock right
Conbey(600572)Proposed acquisition of Jiangxi Tianshikang Company41%stock
Xiongtao Shares(002733): With Yishite(300376)strategic cooperation
Chongqing Construction Engineering(600939)Signed a strategic cooperation agreement with MCC CCID
Wutong Holdings(300292)Proposed investment1600Establishing a joint venture company worth 10000 yuan
　　[Other matters]
Ilite(600197): The shares held by the controlling shareholder are transferred to Elite free of charge(600197)group
Xinli Finance(600318)Total cash dividends received from subsidiaries715410000 yuan
Haoli Lai(002729)Chairman and Secretary Resignation
Gan Yue Expressway(600269): Before4Monthly vehicle traffic service revenue10.36Billion Slight year-on-year decrease
　　[Increase or decrease holdings]
Increase holdings
Tongce Medical(600763)The actual controller intends to increase the holdings by no more than2%stock
Burberry dragon(002776)The controlling shareholder plans to increase their holdings by no more than2%stock
Jinlong Shares(000712):Some directors, executives, and core employees plan to increase their holdings by no more than1%stock
Wanxiang Qianchao(000559)Increase in holdings by controlling shareholders and their concerted action persons1%
Zhongjing Electronics(002579)Yang Lin's cumulative increase in holdings44310000 shares Proportion1.17%
Guanfu Shares(002102)If the stock price is lower than4element The three major shareholders plan to increase their holdings by at least1RMB100mn
Binjiang Group(002244)Half month increase in holdings by major shareholders4second Total increase in holdings of nearly 10 million shares
Anhui New Media(601801)Increase in holdings by controlling shareholders40610000 shares
Tin Industry Co., Ltd(000960): The controlling shareholders act in unison to increase their holdings of shares Plan to continue increasing holdings
Tianbang Shares(002124): Further increase in holdings by controlling shareholders10010000 shares
Oceanwide Holdings(000046)The controlling shareholder continues to increase their holdings by more than10010000 shares
Lotus Health(600186)The controlling shareholder plans to increase their holdings by no less than six months100010000 shares
Koren Pharmaceutical(002422)Repurchase59.510000 shares
Sanxiang Impression gains increased holdings from the chairman5010000 shares The plan to increase holdings is in progress
Central South Culture(002445): Increase in holdings by executives21.5110000 shares and plan to continue increasing holdings
Haide Control(002184)Increase in holdings by controlling shareholders15.6110000 shares
Shenzhen Technology(000021)The management voluntarily increased their holdings by more than1010000 shares
Visual China(000681)Secretary Dong bought through his spouse's account1010000 shares
Changchun High tech(000661)Today, the board of directors, supervisors, and senior executives collectively increased their holdings3.5310000 shares
　　STbiochemistry(000403)Increase holdings of directors, supervisors, and core personnel20200thigh
Reduce holdings
Haili Biology(603718)Two shareholders plan to clear positions and reduce holdings Total proportion5.09%
Intermediate equipment(300308)Shareholders reduce their holdings by more than26110000 shares % of total share capital1.03%
Daikin Heavy Industries(002487)Actual controller's reduction in holdings exceeds25810000 shares Share in total share capital0.4781%
Tongda Shares(002560)Termination of shareholder reduction plan The original plan to reduce holdings did not exceed1.11%stock
Hisilicon(002653)Commitment from the actual controller6No reduction in holdings within months

5、 [Transaction Reminder]
Suspended individual stocks
　　*STcoal gas(000968)：15Starting from today, resume trading and revoke delisting risk warning 12Daily trading suspension for one day
　　*STQianjiang(000913)：15Revoke delisting risk warning from today onwards 12Daily trading suspension for one day

Quanyin High Tech(300087): Restart Tonglu Agricultural Asset Restructuring Project 12Starting from today, trading will be suspended
Huawei Culture(002502)Planning major issues 12Starting from today, trading will be suspended
Kerong Environment(300152)Planning to purchase electricity and energy from enterprises 12Starting from today, trading will be suspended
AVIC Electromechanical(002013)Planning asset acquisition matters 12Starting from today, trading will be suspended
Shilanwei(600460)Major matters related to planning and purchasing assets 12Starting from today, trading will be suspended
Dongmu Shares(600114)Plan the third phase of equity incentive plan 12Starting from today, trading will be suspended
Aikang Technology(002610)Plan to issue shares to purchase assets 12Starting from today, trading will be suspended
　　*STTile axisB(200706)：15Revoke delisting risk warning from today onwards 12Daily trading suspension for one day
　　STJinggu(600265)Further confirmation is needed on the expiration date of the offer period 12Starting from today, trading will be suspended
AVIC Electronics(600372)Planning major issues 12Starting from today, trading will be suspended
Shilanwei(600460)Major matters related to planning and purchasing assets 12Starting from today, trading will be suspended


Resumption of individual stocks
　　*STbiology(000504)Revoke delisting risk warning 12Daily resumption of trading
Jiangshan Chemical: Reply to Shenzhen Stock Exchange Restructuring Inquiry Letter 12Daily resumption of trading
Three Special Cableways(002159)Continue to promote private placement matters 12Daily resumption of trading
Oriental Ocean(002086)Proposed increase in fundraising22RMB100mn 12Daily resumption of trading
Jiankangyuan(600380)Termination of private placement plan for fundraising not exceeding20Billion 12Daily resumption of trading
Tianye Shares(600807)Reply to the inquiry letter from the Shanghai Stock Exchange 12Daily resumption of trading
　
Unlicensed individual shares
Zhongtai Chemical(002092)：（30510.5610000 shares, accounting for the total share capital14.21%）
Huace Film and Television(300133)：（3229.4710000 shares, accounting for the total share capital1.85%）
Datang Telecom(600198)：（3077.4210000 shares, accounting for the total share capital3.49%）
Jichuan Pharmaceutical(600566)：（2816.9310000 shares, accounting for the total share capital3.48%）
Mongolian Grass Ecology(300355)：（2770.0510000 shares, accounting for the total share capital2.76%）
Zhongke Jincai(002657)：（1861.6910000 shares, accounting for the total share capital5.51%）
New Era:（312.1010000 shares, accounting for the total share capital0.50%）
Zhendong Pharmaceutical(300158)：（247.8010000 shares, accounting for the total share capital0.48%）
Square motor(002196)：（186.9310000 shares, accounting for the total share capital0.70%）
Star Technology(002132)：（154.1710000 shares, accounting for the total share capital0.12%）
Ankorei(300286)：（111.6010000 shares, accounting for the total share capital0.78%）
Boteng Shares(300363)：（107.5810000 shares, accounting for the total share capital0.25%）
Shenzhen Datong(000038)：（101.1510000 shares, accounting for the total share capital0.31%）
  Jingsheng Electromechanical(300316)：（70.6210000 shares, accounting for the total share capital0.07%）

[New stock subscription]

　　Hongxin Electronics: Subscription Code300657Subscription limit1.0010000 shares, subscription price7.77Yuan, the main business of the companyFlexible circuitsBoard.
Huarong Shares: Subscription Code732855Subscription limit3.3010000 shares, subscription price7.59Yuan, the company's main business is explosion-proofelectrical equipmentProfessional lighting equipment.