First, [Immediately Express]
1. This week, the National Conference will focus on the reorganization and integration of central enterprises in the field of equipment manufacturing and continue to resolve excess capacity. Li Keqiang presided over the State Council executive meeting on the 27th. The meeting pointed out that it is necessary to steadily promote the reorganization and integration of central enterprises in equipment manufacturing, coal, power, communications, and chemical industries, improve resource allocation efficiency, and enhance competitiveness. Strictly implement the task of resolving excess capacity, and promote the disposal of “zombie enterprises†and the management of loss-making enterprises. Comment: The wave of reorganization of central enterprises is higher than one wave, and investors can lay out the concept stocks of central enterprises.
2. The amplitude of the Shanghai index has a single-day amplitude of 0.28%, a record low of 15 years. The single-day amplitude was 0.28%, and the Shanghai Composite Index hit a new low since August 31, 2002. The data showed that on September 27, the Shanghai Composite Index closed at 3345.27 points, a slight increase of 0.05%, and the difference between the highest price and the lowest price was less than 10 points. Comment: This plywood market will continue until the "Important Meeting" is held. After all, there is a national team.
3, financial stocks chip decryption CCB ICBC Taibao and other shareholder households hit a record low. Since the beginning of this year, the stock price of A-shares of the four major banks of workers and peasants has been eye-catching and has hit a new high. Behind the strength of financial stocks, whose chips are gradually locked, the shareholders of which, China Construction Bank 601939, attending stocks, Industrial and Commercial Bank 601398, attending shares, China Pacific Insurance 601601, attending shares, investment securities 600,999, stocks and other households are attending Set a new low in history. Comment: It should be reminded that among the above-mentioned stockholders who have hit a record low, the stock price has increased relatively, and it has accumulated certain risks.
4, China Shipbuilding 600150, attending stocks, ship defense 600685, shares suspended the original diagnosis unrelated "North-South ship merger." It is reported that the suspension of China Shipbuilding and China Shipbuilding Defense may be the integration of internal assets of South China Shipbuilding, involving the merger of assets of two listed companies. For now, there are brokerage analysts, the company suspended debt might do first, compared to China Heavy 601,989, attending stocks, a great possibility. Comment: Although the boat's North China Heavy Industries is also suspended, but belong to the South ship's listed companies Shipbuilding Technology 600072, attending the shares are not suspended, does not meet the large central enterprises merge past practice.
5. The overall plan for the city of Beijing was approved: improve the housing system for both rent and rent. The Central Committee of the Communist Party of China and the State Council approved the overall plan for Beijing's cities, proposing to strengthen demand-side management, increase housing supply, improve the housing system for rent purchases, establish a long-term mechanism to promote the stable and healthy development of the real estate market, and strive to achieve the people's livelihood. Lived. By 2020, the size of the resident population will be controlled within 23 million. Comment: Population is the core of the city. To deal with the diseases of big cities in Beijing, of course, we need to cut through the population problem.
6. Outer trading : Investors are optimistic that the Trump tax reform plan will be signed into law this year. US stocks rose sharply in the financial and technology sectors, with the Nasdaq rising 1.15% and the Dow rising 0.25% in the four-day losing streak. After the US stock market and the US dollar exchange rate rose weakened market risk aversion, New York gold fell 1.1% to close at 1287.80 US dollars, the lowest closing since mid-August; US crude oil inventories unexpectedly decreased, but the first increase in gasoline stocks around the limit The rise in oil prices, New York crude oil closed up 0.5% to close at 52.14 US dollars; the Fed rate hike is expected to boost European banks stocks higher, the pan-European Stoke 600 rose 0.4% to close at 385.62 points, has closed for five consecutive days and The highest closing since July 17th.
Second, [market temperature]
In early trading, the Shanghai and Shenzhen stock indexes both opened slightly higher, and the Shanghai index continued to fluctuate at a low level and closed at a close. After the GEM opened higher, it gradually oscillated upward in the morning. The hotspots on the disk began to strengthen, and the cyclical stocks such as iron and steel coal were the first to exert their strength. The lithium-ion battery new energy vehicles were also unwilling to be lonely. The 5G plate was pulled up again at noon as the largest vent. From the perspective of the disk, steel and coal, lithium batteries, 5G and other sectors were among the top gainers; flammable ice, banks, liquor and other sectors were among the top losers.
The short-term market continued to shrink before the National Day, and it is expected that there will be no big market. The growth of the FBMACE is still shrinking. It is expected that it will be difficult to continue the upside in the short term, and the probability of consolidating and consolidating is greater. In the process of market adjustment, only the 5G concept shows the trend of traversing adjustment, and it is also the best hot spot for the current sustainability. However, the leader has already switched, and the short-term upside is limited. It is not recommended to chase. It is advisable to control the position in the short term and actively reduce the subject matter of the plate. It is recommended to pay attention to the theme of the reform of the enterprise, the brokerage, and the state-owned enterprise.
Third, [the theme of the Nuggets]
Automotive Electronics: Alibaba Group announced on the 27th that it upgraded its operating system strategy and released a brand new AliOS brand and slogan: Driving everything. The new Alibaba operating system business unit will continue to increase investment in the IoT field, developing IoT operating systems for automotive, IoT terminals, IoT chips and industrial fields, and integrating the original YunOS mobile business. Hu Xiaoming, senior vice president of Alibaba Group and president of AliOS, said that he will continue to deepen the field of automotive operating systems, and cooperate with Zebra Network and more automotive industry chain partners to jointly promote the intelligent transformation of the automotive industry.
Target: Datang Telecom 600198, diagnostic stock , Junsheng Electronics 600699, diagnostic stock
Wireless charging: It is reported that BMW is about to launch wireless charging in the car. The charging accessory is connected to a 220 volt outlet, and the sensor on the car tells you where the charging pad is, and drives the car up so that the vehicle can communicate with the charger. This wireless charging based on the principle of electromagnetic induction makes the use of electric vehicles more convenient. BMW plans to introduce a wireless charging system early next year.
Target: Wanan Technology 002590, Diagnostics , Te Ruide 300001, diagnostic stock
Smart watches: According to media reports, the US Food and Drug Administration (FDA) said on Tuesday that they have selected nine technology companies including Apple, Fitbit and Samsung Electronics to participate in an experimental test project. For companies involved in the project, the FDA will relax supervision when they develop relevant health software and products. Apple and Fitbit, as the world's top three wearable device manufacturers, regard the medical and health field as the "main battlefield." Apple's new APP le Watch 3 has developed more medical applications. The Heart Research application, developed in collaboration with Stanford Medical School, will be available during the year to use the Watch data to detect arrhythmias and identify underlying diseases.
Target: Beijing Junzheng 300223, Diagnostics , Huanxu Electronics 601231, diagnostic stock
Smart rooms: Alibaba's artificial intelligence laboratory and flying pigs announced in Sanya, Hainan, officially launched the full-scale scale of "Future Hotel 2.0". The Tmall Elf will cooperate with the flying pigs to enter 100,000 hotel rooms. The hotel offers an intelligent solution from order to check-in. Future travelers can use the Tmall Elf voice to control curtains, lamps, TVs, etc. after they stay at the hotel, and can also call the room service directly. At present, Hangzhou Xixuan Hotel and Westin Sanya have become the first smart hotels, and will cover 100,000 hotel rooms during the year. Next, the Tmall Elf will open the take-away, taxi, buy tickets and other links, and can also serve as the hotel front desk.
Target: Fenda Technology 002681, Diagnostics , Quanzhi Technology 300458, diagnostic stock
Food security: Recently, relevant ministries and commissions of the state have set up a “big and fast†centralized action to investigate hidden dangers of food security. Henan and other places have responded positively. It is reported that in early September, the National Development and Reform Commission, the State Food Bureau, and the Ministry of Finance jointly held a joint meeting on the centralized action of food security hazards, rapid investigation, and strict enforcement. According to the requirements of the meeting, starting from mid-September, the relevant local departments will form a joint spot check group for spot checks. The relevant state departments will send joint inspection teams to some key provinces for supervision and inspection. In mid-October, the relevant state departments will also conduct cross-provincial cross-law enforcement inspections for some key provinces and key enterprises.
Target: Inspur Software 600756, Diagnostics , Longping Hi-Tech 000998, diagnostic stock
Land Confirmation: In 2017, the national land rights were basically completed. In 2018, the land reform and the three land reform pilots and the land law amendments will be completed. The market expects the land transfer reform to accelerate and deepen, and realize the large-scale operation of agriculture through land transfer. . In the beginning of September, the supply-side reform and the grain industrialization policy were released, which opened the curtain for the fourth quarter agricultural policy. In terms of investment, market participants analyzed that in the fourth quarter, agricultural investment will be deployed around the main line of land policy, preferring listed companies with abundant land resources.
Target: Su Shi agricultural hair 601952, diagnosis stock , Beidahuang 600598, diagnosis stock
Carbon Nanotubes: It is understood that the "Citation Award", the chemical authority magazine "Chemical World", and the famous prediction blog have predicted this year's Nobel Prize in Chemistry, and major achievements related to carbon nanotubes and their discoverers. It is considered to be expected to win the 109th Nobel Prize in Chemistry.
Target: Tibet City Investment 600773, diagnostic stock , Chujiang Xincai 002171, diagnostic stock
Fourth, [listed company]
Important announcement in the evening
Bao Tailong 601011, diagnostic stock : the chairman of the "graphene production first and technology is absolutely the first in the country" judgment has no specific basis
LeTV 300104, diagnostic stock : intends to change its name to "Xin Le Shi" and LeTV's non-listing system to draw a clear line
Keheng shares 300340, the diagnosis of stocks : the stock price has risen recently, the card is suspended for verification on the 28th.
Lei Ke Defence 002413, Diagnostic Unit : Major shareholder intends to transfer 9.07% of the shares to cash out 1.2 billion payment of equity transfer
[fixed reorganization]
CITS joint 600358, attending the acquisition of shares in the Shanghai Stock Exchange was potential sports Inquirer
002,486 Jialin Jie, clinics shares major asset restructuring plan proposed acquisition and replenishment of 1.23 billion Deqingyuan
Ying Tang ITES 300 131, face value of the total issued public consultation shares not exceeding 600 million yuan of corporate bonds eligible for approval
Ting 601 113 shares, shares of major asset restructuring diagnostic application is accepted by the SFC
Ireland Eye 300,015, attending share non-public offering application has been reviewed by the Commission
Million Corfu Biological 300482, diagnostic share non-public offering application has been reviewed by the Commission
Langzi shares 002612, diagnostic stock : termination of non-public offerings
Fubon shares 300387, diagnostic stock : the share placement application was approved by the China Securities Regulatory Commission
CMES 601,872, clinics shares issued shares to buy assets of the program approved by the State Council SASAC
[Investment matters]
China Railway Construction 601186, diagnostic stock : winning the bid of nearly 6.3 billion yuan subway construction project
Gezhouba 600068, attending the pre-bid share and its subsidiaries a total investment of about 44 billion PPP project
Taihe Group000732, Diagnostic Unit : It is planned to sign a contract for investment of not more than RMB 3 billion in perpetual claims
300,616 still product delivery, diagnostics shares plans to invest about 21 billion to build custom smart home production base
Huadian Heavy Industry 601226, diagnostic stock : the consortium signed a contract of 1.368 billion offshore wind power installation
Jiankeyuan 300675, diagnostic stock : joint winning bid of about 400 million yuan project
Tiantonggufen 600330, clinics shares to be 386 million investment to build large-size sapphire crystals crystal growth Project Phase II
GEM 002340, diagnostic stock : the subsidiary won the bid of 234 million yuan project PPP project
Beautiful eco-000010, clinics owned subsidiary signed a 400 million yuan Octopus Garden Construction Subcontract
Tai Chi shares 002 368, shares of the company share capital increase consultation program was approved by SASAC
Huayi Compressor 000,404, attending shares subscribed Gelan Bo set by the 7812 million shares
Great Wall Film 002071, diagnostic stock : plans to acquire 64.5% of Ma Renqifeng shares of 168 million yuan
[something else]
000 635 British special forces, attending stocks involved in price-fixing PVC fined 7.91 million
Strong new material 300429, diagnostic stock : Jiaying photosensitive if it has not resumed before the end of October will have a greater impact on the company's related products production and sales
Positive 603,991 shares, cumulative shares attending receive government subsidies for a total of 463.3096 ten thousand yuan
COFCO Biochemical 000930, clinics shares to obtain government grants 6.05 million yuan
Xintian Technology 300259, receive diagnostic share software products VAT refund 7.88 million yuan
Qingdao Double Star 000599, Diagnostic Unit : Subsidiary Double Star Tire Received 30 Million Yuan Land Acquisition Compensation
Wuhan Fangu 002194, diagnostic stock : 8.79 million restricted shares will be lifted after the National Day holiday
002,231 Orville Communications, the controlling shareholder agreement diagnosed shares to complete the transfer of shares in the actual control matters about change
Shanghai Construction 600 170, to obtain government grants attending shares 1,203,143,400 yuan
Greenview Holdings 000502, diagnostic stock : pre-definition in the first three quarters of 56 million yuan - 60 million yuan
[overweight reduction]
Overweight
Sailong Jinyu 601058, diagnostic stock : executive spouse cumulative increase of 9.78 million shares
Shengtong 002,599 shares, ESOP shares diagnosed completed stock purchase total purchase 620 million shares
Renfu Medicine 600079, diagnostic stock : controlling shareholder increased holding 5.27 million shares
Bangxun Technology 300312, Diagnostic Unit : Controlling Shareholders Accumulated 3.23 Million Shares
AIA suspended ceiling 002718, the stock : the company's dealers bought a total of 537,900 shares
Yufu shares 002,427, the stock : middle and high-end Weng Zhonghua increased holdings of more than 80 million yuan
Wan News Controls 300112, attending for the first time shares of restricted stock granted to the incentive objects
Reduction
Hikvision 002415, diagnostic stock : director Gong Hongjia reduced 107 million shares to a total of 3.1 billion yuan
Shenjian shares 002361, diagnostic stock : controlling shareholders, real controllers intend to reduce holdings up to 43 million shares accounted for 4.98%
Tianguang Zhongmao 002509, diagnostic stock : shareholders intend to reduce holding 73.92 million shares 2.97%
Danbang Technology 002618, diagnostic stock : controlling shareholder reduced holding 10.95 million shares
Pilot Intelligent 300450, attending shareholders Shanghai Qi Jia proposed reduction of up to 700 million shares accounting for 1.63%
Hangmin shares 600,987, diagnostic stock : Wanxiang Group reduced 8.1 million shares
600 783 Luxin venture, a wholly owned subsidiary holdings of shares attending Tongyu Heavy Industry 300185, clinics shares 2143.23 million realized investment gains 42.448 million yuan
Wanma shares 002276, diagnostic stock : controlling shareholder reduction of 7.4 million shares intends to continue to reduce
Chuangli Group 603012, diagnostic stock : Wang Fenglin, a shareholder holding more than 5% of shares, intends to reduce the holdings by up to 2.58 million shares, accounting for 0.41%
God sent 300,534 Long Rong, attending some directors, supervisors and high stocks intended total reduction of 146 million shares accounting for 0.4819%
Han Jianhe Shan 603616, diagnostic stock : the president intends to reduce the holding of no more than 1 million shares
Xingyuan environment 300,266, clinic supervisor Zhang Zhenghong shares proposed reduction of up to 56.6 million shares
Wuyuan Medicine 300254, diagnostic stock : company executive Zuo Xuemin intends to reduce holdings up to 426,600 shares
Molding technology 000700, Jiangsu Bank sold 600,919 shares of diagnosis, diagnosis 635 million shares to benefit about 48 million yuan
Bus online 002188, diagnostic stock : Deputy General Manager Xia Qiuhong plans to reduce holding 275,000 shares
Five, [transaction prompt]
Suspension stocks
Keheng shares: The stock price has increased greatly in recent days.
Harbin Pharmaceutical Co., Ltd. 600664, Diagnostic Unit , People Tongtai 600829, Diagnostic Unit : Harbin State-owned Assets Supervision and Administration Commission plans to suspend major issues on the 28th
Zanyu Technology 002637, Diagnostic Unit : Suspension of the proposed assets acquisition on the 28th
Resumption of shares
NORD shares 600110, diagnostic stocks : proposed to increase not more than 2 billion to increase the capacity of lithium battery copper foil on the 28th resume trading
Hongxin Electronics 300657, Diagnostic Unit : Termination of Major Asset Restructuring on 28th
Tianrun number entertainment 002113, diagnosis stocks : mergers and acquisitions reorganization matters passed 28th resume trading
Alloy investment 000633, diagnostic stock : termination of planning and restructuring matters on the 28th resume trading
Shensi Electronics 300479, Diagnostic Unit : Reorganization matters were unconditionally passed on the 28th resume trading
Gongda High-tech 600701, Diagnostic Unit : Convening investor briefing on the 28th
Tianchuang Fashion 603608, Diagnostic Unit : Reorganized and qualified to pass the 28th resume trading
Baiyun Electric 603861, diagnostic stock : has responded to the inquiry letter on the 28th resume trading
Unblocking stocks
Meijin Energy000723, diagnostic stock : (151.161 million shares, accounting for 3.68% of the total share capital)
Founder Motor 002196, diagnostic stock : (3655.91 million shares, accounting for 8.11% of the total share capital)
Xiongdi Technology 300546, diagnostic stock : (316.363 million shares, accounting for 23.40% of the total share capital)
Canaan Technology 300412, diagnostic stock : (200 million shares, accounting for 7.72% of the total share capital)
Liande equipment 300545, diagnostic stock : (533.64 million shares, accounting for 7.40% of the total share capital)
Zhongheng Electric 002364, diagnostic stock : (4.2 million shares, accounting for 0.75% of the total share capital)
Guanxi Biological 300238, diagnostic stock : (1.9031 million shares, accounting for 0.72% of the total share capital)
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