Macro news
1. Li Keqiang presided over the State Council of the State Council, and deployed further reform to improve the management of central financial and research funding, giving researchers greater fund management independence. The meeting also proposed stable pig production capacity and established a boar’s production inverse cycle regulation mechanism.
2. Yesterday, Panzhihua City, Sichuan Province held a press conference, announced and interpreted the “16 policy measures on promoting human resources aggregation” in detail. Panzhihua family according to policies, three children’s Panzhihua household registration family, give 500 yuan per month, until the child is 3 years old.
3, Zhangjiajie Charm Xiangxi released the notice 28th, the first game was evaluated, the first game (18: 00-19: 00) on July 22 (18: 00-19: 00) Charm All viewers in Xiangxi belong to a high-risk population, involving about 2,000 people.
4, according to the general manager of a brokerage business department, the number of customers who have arrived in the two-year-old warning line earlier increased six or seven times earlier.
5. The COSCO and Shenzhen Foreign Council announced that it was exempted to register in Henan Province’s listed companies in 2021.
6. The two trading day funds this week were borrowed by ETF. Among them, the wide-based index of medium and medium-sized and technological growth styles of small and medium-sized and technological growth styles were obtained in net inflow of funds.
Industry news
1. The Fin Federation, the reporter learned from the informed people, and the Chongqing Financial Bureau touched the “education loan” situation in the underlying loan.
2. The Ministry of Education said that the “Organization of the Lesson Training Class” “Organizing the Lesson Training Class” in the class is “zero tolerance” attitude. In addition, the Ministry of Education has decided to conduct a special rectification work for the national primary and secondary schools and teachers from July 2002 to 2022, 2022 to March 2022.
3, Shandong Provincial Department of Education, Shandong Provincial Civil Affairs Department, Shandong Provincial Market Supervision Administration will carry out special rectification in “license not full” school training institutions. Remediation work from July 30, for a month.
4. Recently, the Semiconductor Industry Manufacturers Association (SEMI) released the quarterly analysis report of the wafer industry. According to the report, the second quarter of the world is strong, and the shipments have new high.
5. A excavator dealer in China said that the sales of micro excavators increased by 145% year-on-year, and the most selling is 0.8 tons -9 tons.
6. Southern Rare Earth is published in this week’s high rare earth hanging factory price, oxide, oxide, oxidation, and cerium oxide, and cerium oxide.
7. The Jiangsu Provincial Department of Education recently issued “Jiangsu Province Secondary and Middle School Mobile Learning Terminal Teaching Management Guidance (Trial)”. These are required to charge the mobile learning terminal.
8. Take the payment message, the overall car retail fell by one to three weeks from July to 2%, and the relative performance is stable.
9. As the domestic epidemic prevention and control is often often normalized, foreign trade ushered in recovery. At the same time as foreign trade usher in, the container of the Ocean route appears “a box of hardships”, and the freight rate has risen sharply.
10. Yesterday, the wafer of the Welcome Factory was held by the Board of Directors through 31.895 billion new Taiwan coins (about 7.4 billion yuan) capital budget will be used to amplify production capacity. The general manager Wang Shi pointed out that the 8-inch and 12-inch wafer overall supply tensions will continue.
11. Huawei Haisi OLED driver IC will be mass production in the first half of next year, production capacity is about 20-300,000 / month.
company news
1. Kaile Science and Technology Announcement, As of now, the company’s private network communication business prepaid account will be 62227 billion yuan, except that the overdue supply contract is 1151 billion, it is 2.35 billion yuan overdue contract contract contract contract contract contract contract contract There is a risk of loss in related funds.
2, Huaibei Mining Announcement, the company’s subordinate project construction company and Lu’an Hengda have a dispute dispute, and the court requests Lu’an Hengda to pay the banks of the project and the default of about 4001 million yuan. .
3, Luxi Chemical Announcement, to achieve a net profit of 2.6 billion yuan in the first half of the year, a year-on-year increase of 10 times.
4, Dongshan precision announcement, proposed a subsidiary of 1.5 billion yuan, engaged in the research and sales of IC carriers.
5. Xinwangda announcement, Gelie Group, Zhejiang Ji Run, joint venture, focusing on the production of HEV power battery packs.
6. The Sinding Outlet Announcement, the subsidiary is an ideal car X03 project design, with a total of about 1.1 billion yuan.
7. Sino-salt chemical announcement is planned to increase ranging from 2.8 billion yuan, and the 30% stake in the alkali industry is acquired.
8. CITIC Securities issued a performance express report, in the first half of the year, the net profit was 12.198 billion yuan, an increase of 37% year-on-year.
9. Dongpeng beverage announcement, in the first half of the year, the net profit increased by 53% year-on-year, and 10 factions were 5 yuan.
10, Jia Shares Announcement, winning 1561 million yuan “light hot + electric” clean heating and other projects.
11. The China Listening Announcement involves 507 million yuan with Shanghai’s electrical business overdue accounts.
12. The Board of Europe, the board agreed that the company and the subsidiaries of the company and the subsidiaries of the subsidiaries for securities investment.
Global market
1. The three major index of the US stocks fell, and the road fell 0.37%, and the S & P 500 index fell 0.02%, and the nation rose 0.7%. The overall stocks have risen, and the growth of the educational stocks has increased by 25% before the increase in the growth, and the future has increased by 16%.
2, WTI crude oil futures rose by 1.03%, reported 72.39 US dollars / barrel; Brent crude oil futures rose by 0.35%, reported $ 74.74 / barrel.
3, COMEX August gold futures fell 0.01%, reported $ 179.77.
4. The Fed will maintain the benchmark interest rate unchanged in accordance with the market expectation.
Investment opportunity reference
1. The first city for the second and three children’s subsidies.
Panzhihua City, Sichuan Province held a press conference, announced and interpreted the “16 policy measures on promoting human resources aggregation” in detail. In the new government, including high-level talent treatment, providing innovative entrepreneurship support and rewards, providing multiple specific measures such as employment subsidies, field and local household registration students enjoy equal treatment. Among them, the family’s family will be given 500 yuan per month, and the child is 3 years old. It is the first city that is currently the only creature that issued parental subsidies.
Last week, the National Medical Insurance Bureau issued a notice to ensure that the cost of fertility of female employees was included in the scope of fertility insurance treatment. The agency said that the three-child policy can enable the total fertility rate, about 2022 new born population has increased more than 1 million, and then gradually fall, and the average annual new stimulates the birth of 800,000 people. In the short term, the release of three-child policy helps to release the inhibitory fertility and drive relevant consumer segments, especially structural consumption growth.
Among the A-share listed companies, Beinmei (002570) has six infant milk powder production plants in China with dozens of international advanced product processing production lines and testing equipment. Bangbao Fu (603398) Puzzle Toy Products mainly include science packages, programming robots, urban series, infantry series and IP licensing series, product line cover all ages of children.
2, July South Rare Earth Fourth Delivery Product List Price
Southern rare earth announced a continuous increase in ranging from medium rare earths in this week, oxidation, oxide, oxidation, and cerium oxide and other varieties of continuously uploaded 4 times. The China Rare Earth Price Index prepared by the China Rare Earth Industry Association shows that since July, domestic rare earth prices have risen, and the index has risen by 20%, and it is a new high for nearly three months.
The agency pointed out that with the gradual strengthening of new energy upstream materials, the rare earth demand in the next decade increased or more than 10%, the leading company is expected to over 20%. Secondly, the downstream electric vehicle track is a long snow, while wind power, inverter air conditioning and other fields will also spend more, will fully open the spatial demand space, in the next three years, is expected to continue to increase. Third, affected by factors such as Myanmar epidemic, accompanied by the peak season of electric vehicles, supply and demand or continuous tightening, and the stack of current industrial chain is extremely low, and the rare earth price increase in rare earth in the third or fourth quarter is determined.
In the relevant listed companies, the five mine rare earths (000831) is one of the largest southern ion-type rare earth separation and processing enterprises in China. Xiamen tungsten industry (600549) has a complete industrial chain from rare earth laying and smelting and separation to rare earth processing products.
3, the Aviation Industry Group “Excess” completes multiple “first” target business in the first half of the year
A few days ago, the aviation industry’s economic operation situation will pointed out that the aviation industry realized the first time “time over half, income”, military business played “home engine”; the first time “time is over half, delivery is over half”, balanced production and history Good level, realize the “fourteenth fifteen” balanced production in the opening of the “2323” to achieve the “2323” goal; the benefit index is not only the progress of the sequence, but also grows sharply income growth, profitability and the balance of profitability and the balance of profitability promote.
Previously, the central government emphasized the “comprehensive focus of war”, clearly proposed “Ensuring 2027 to achieve the 10-year-old struggle” “2035 basic realization of defense and military modernization”, demanding strong national defense, which is known as the second largest economy. Zheshang Securities Analysis pointed out that many factors such as the major financial management, the upper and medium-reaching performance release, the relevant transaction deposit limit, key model progress disclosure, and the “14th Five-Year Plan” equipment, the next five years, the industry boast period is still at the beginning, Focus on the high-quality tracks such as missiles, Duty, military, informationization.
In terms of company, China AV (600765) hydraulic and ring-controlled business is based on aerospace-based, expanded to ships, weapons, electrons, and achieves full military industry. Guanglian Airlines (300900) product covers military and civilian areas, has become an important supplier of military units such as Military Industry, Space Science and Technology, China Weapons and other military units.
4, lithium iron phosphate battery will return “throne” to drive the price of phosphate over 40%
Industry data shows that on July 27, the average phosphoric acid is 6816.67 yuan / ton, and the price of 5833.33 yuan has risen by about 1,000 yuan, and the monthly increase is 43.51% compared with the same period last year.
In June 2021, my country’s powered battery sales were 12.0 g wh, an increase of 131.0% year-on-year. Among them, the lithium iron phosphate battery is sold 6.7 GWh, a year-on-year increase of 158.6%, accounting for 56.4% of the total sales. The agency pointed out that it benefited from the “electric power” of the automotive industry, lithium iron phosphate shipments can reach millions of tons. In supply, phosphorus ore / phosphite ammonium has a negative growth in 5 consecutive years, and the phosphoric acid supply is stable. The phosphorus source supply is subject to policy lack of elasticity, and the production capacity utilization increase needs to be completed through zombie products. Supply and demand or low stock The state can maintain the above level.
Among the A-share listed companies, Chuanheng Shares (002895) Current production capacity is: 360,000 tons of dihydrogen phosphate, 90,000 tons of phosphate, 50,000 tons of polyphosphate, water solubilory and blending fertilizer. The phosphoric acid production capacity produced by Chuanjinno (300505) is: Dongchuan Base Energy is approximately 200,000 tons, and the Fangchenggang Base is planned to produce 100,000 tons of purified phosphoric acid.