Financial Morning Bus | Reproduce 1000 shares after 27 years! "King of Shares" Maotai rushed to 1001 yuan.
Today’s guide
1. The three major US stock indexes were mixed, and the price of gold fell for two consecutive trading days.
2. Ministry of Commerce: The Sino-US economic and trade teams keep in touch and make economic and trade preparations for the meeting between the two heads of state in Osaka.
3. Central Bank: The growth momentum of leverage ratio has been initially curbed, and the prevention and control of financial risks has been steadily and decisively promoted.
4、0.06%！ Science and technology innovation board’s first share winning rate was announced, and 2.76 million investors participated in the innovation.
5. After a lapse of 27 years, A shares reappear in thousands of shares! Maotai’s share price broke through 1000 yuan and hit a new high.
6. Shenzhen Stock Exchange: Support SMEs to use the capital market for direct financing.
7. Net purchase of northbound fundsZTE (000063.SZ)343 million yuan
8. Hot-spot mortgage interest rates in second-tier cities are loose and tight, which is the norm because of the city’s policy.
I. Global market
On Thursday, Eastern Time, European and American stock markets were mixed, with the Dow down 0.04%. Us oil rose slightly, hitting a new high for more than a month; Gold prices fell for the second consecutive trading day.
US stocks: The three major US stock indexes were mixed, with the Dow down slightly by 0.04%, the Nasdaq up by 0.73% and the S&P up by 0.38%.
Gold: The international gold price closed down slightly, falling for the second consecutive trading day. At the close, the most active August gold futures closed at $1,412 an ounce, a decrease of 0.24%.
Crude oil: US oil closed slightly higher, hitting a new high for more than a month. At the close, WTI crude oil futures in August closed 0.08% at $59.43 per barrel; Brent August crude oil futures closed up 0.09% at $66.55/barrel.
London copper: London copper closed up 0.24% at $6002.50/ton.
Second, the news express
Ministry of Commerce: The Sino-US economic and trade teams maintain communication and make good economic and trade preparations for the meeting between the two heads of state in Osaka.
Gao Feng, spokesman of the Ministry of Commerce, said at a regular press conference on the 27th that the leaders of China and the United States had a good conversation on June 24th, and since then, the economic and trade teams of the two sides have continued to keep in touch and communicate. At present, the economic and trade teams of the two sides are communicating in accordance with the instructions of the two heads of state to make economic and trade preparations for the meeting between the two heads of state in Osaka.
Central Bank: The growth momentum of leverage ratio has been initially curbed, and the prevention and control of financial risks has been steadily and decisively promoted.
The 85th regular meeting of the Monetary Policy Committee of the People’s Bank of China in the second quarter of 2019 was held in Beijing on June 25th. The meeting held that the RMB exchange rate was generally stable and its ability to cope with external shocks was enhanced. Steady monetary policy reflects the requirements of countercyclical adjustment, the rapid growth of macro leverage ratio has been initially curbed, the prevention and control of financial risks has been steadily and decisively promoted, and the quality and efficiency of financial services to the real economy have gradually improved.
0.06%！Science and technology innovation board’s first share winning rate was announced, and 2.76 million investors participated in the innovation.
At present, there are more than 2.7 million individual investors who have opened the trading authority in science and technology innovation board. It is the first time for them to make new investments in science and technology innovation board. How about the participation of these investors? According to the data provided by Shanghai Stock Exchange, there are 2,756,300 effective subscription households and 19,154 million shares in this online offering, and the initial success rate of online offering is 0.039777%.
After a lapse of 27 years, A shares reappear in thousands of shares!Maotai’s share price broke through 1000 yuan and hit a new high.
On Thursday (June 27th), Kweichow Moutai (600519.SH) opened higher and went higher, and its share price reached a new high, successfully breaking through the thousand yuan mark, hitting a maximum of 1,001 yuan in intraday trading. As of the close, Kweichow Moutai’s share price was 996.35 yuan, up by 1.68%, with turnover exceeding 4.7 billion yuan.
It is worth mentioning that Kweichow Moutai is not the first A-share stock to break 1,000 yuan. In the early 1990s, in the initial stage of China stock market, there were two stocks exceeding 1,000 yuan — — Vacuum Electronics (now Yunsai Zhilian (600602.SH)) and Feile (now *ST Zhongan (600654.SH)).
Shenzhen Stock Exchange: Support SMEs to use the capital market for direct financing.
On June 26th, Shenzhen Stock Exchange and China Electronic Information Industry Development Research Institute of Ministry of Industry and Information Technology jointly hosted the 16th China Expo SME Investment and Financing Forum and Investment Roadshow. In the next step, Shenzhen Stock Exchange will continue to play the role of a multi-level capital market platform, deepen market reform, strengthen the construction of basic systems, increase the supply of innovative products, enhance the breadth and depth of market services, support small and medium-sized enterprises to use the capital market for direct financing, provide more facilitation measures to alleviate the difficulties of small and medium-sized enterprises, and help more small and medium-sized enterprises to innovate, develop and become bigger and stronger.
Northbound capital net bought ZTE 343 million yuan.
The northbound capital ended the net outflow trend for three consecutive days, with a net inflow of 3.8 billion yuan yesterday (June 27). In terms of individual stocks, northbound funds bought a net of 343 million yuan from ZTE, and bought more than 200 million yuan from Hikvision (002415.SZ) and Ping An Bank (000001.SZ).
Hot-spot mortgage interest rates in second-tier cities are loose and tight, because the city’s policy is the norm.
Since June 15th, the mortgage interest rates of the first and second suites in Chengdu, Tianjin, Fuzhou, Suzhou, Nanning, Hangzhou, Wuhan and other places have been raised to varying degrees, and some cities have experienced the phenomenon of tight mortgage amount and longer loan period. Market analysts believe that the mortgage interest rate has been moderately reduced with the overall easing of the market, but this round of mortgage interest rate reduction is basically coming to an end, and mortgage interest rates in many cities have bottomed out, which shows that the wind direction of financial lending policies has changed, including lending behavior and housing trading behavior in the future.
Third, Tianxia Company
Yiming Pharmaceutical (002826.SZ): Huajin Tianma intends to reduce its shareholding by no more than 6%.
Wansheng shares (603010.SH): The actual controller and senior management intend to reduce their holdings by no more than 4.65%.
Saiyi Information (300687.SZ): Zhuhai Gaoying intends to continue to reduce its shareholding by 3%.
Zhejiang Energy Power (600023.SH): The controlling shareholder plans to exchange 3% of the shares for the Yangtze River Delta ETF.
Wantong Technology (002331.SZ): The controlling shareholder increased its shareholding by 1.96%.
Hezhong Stronghold (002383.SZ): It is planned to introduce state-owned capital shareholders, and the actual controller will be changed.
Lida Optoelectronics: abbreviation changed to "China Optics (002189.SZ)" from 28th.
China CITIC Bank (601998.SH): It plans to subscribe for 1.4 billion shares of CITIC baixin bank.
*ST Xinwei (600485.SH): the suspension will not exceed 10 trading days.
*ST Southeast (002263.SZ): Resumption of trading, application for cancellation of delisting risk warning.
ST Yinyi (000981.SZ): The proposal of "Performance Compensation Implementation Plan" was rejected by the shareholders’ meeting.
Fourth, hot prospects
1、In May, the profits of industrial enterprises picked up, and the profits of equipment manufacturing industry improved significantly.
According to the data released by the National Bureau of Statistics on the 27th, the total profit of industrial enterprises above designated size increased by 1.1% year-on-year in May, and the growth rate turned from negative to positive. The positive impact of government tax reduction and fee reduction on corporate balance sheet support is gradually emerging, which is conducive to the recovery trend of industrial enterprises’ profits. In the future, with the further implementation of counter-cyclical adjustment policies to support the macroeconomic environment, the profits of industrial enterprises are expected to be further repaired.
Related stocks: Related companies include Huatie (000976.SZ), Hengli Hydraulic (601100.SH), Zhonghuan (002129.SZ) and North Huachuang (002371.SZ).
2、The power generation and consumption plan will be fully liberalized, and the power reform will usher in the era of market-oriented trading.
The National Development and Reform Commission (NDRC) issued a notice on the 27th to fully liberalize the power generation and consumption plans of operating power users and improve the marketization of power transactions. Except for the power users in the industries of residents, agriculture, important public utilities and public welfare services, as well as the auxiliary power and line loss necessary for power production and supply, other power users belong to operating power users. The document also encourages power users and power generation enterprises to determine the specific price in a flexible and floating form when signing contracts through independent consultation, and the price floating method is agreed by both parties in advance.
Related stocks: Wenshan Electric Power (600995.SH) continued to strengthen the guidance and service of electricity market-oriented trading, and completed the trading power of 3.576 billion kWh last year; Jidian (000875.SZ), Zhangze Electric Power (000767.SZ) and Chendian International (600969.SH) also invested and set up subsidiaries engaged in electricity sales.