First, [Immediately Express]
1. The Central Committee of the Communist Party of China issues guidance to create a rule of law environment that protects the legitimate rights and interests of entrepreneurs in accordance with the law. The Central Committee of the Communist Party of China issued guidance and pointed out that it is of great significance to create an environment for entrepreneurs to grow up healthily, to promote outstanding entrepreneurship, and to give full play to the role of entrepreneurs, to deepen supply-side structural reforms, stimulate market vitality, and achieve sustained and healthy economic and social development. Comment: Optimizing the business environment and providing strong support for entrepreneurs is also the proper meaning of supply-side structural reform.
2. The CSRC requires full efforts to ensure that the capital market runs smoothly and meets the 19th National Congress. On the 25th, the CSRC held a system-wide video conference to mobilize and redeploy the CSRC system to meet the party's 19th National Congress. The meeting requested that the capital market be operated smoothly and actively carry out the capital market public opinion guidance work. Effectively strengthen the coordination of financial supervision and system work. Comment: The trend of A-shares before the 19th National Congress has been adjusted. Under the stability of the market, we should not have too many expectations.
3, ten years of big data reveals that after the National Day, A shares have a high probability to go. Statistics show that the market monitoring for the week before and after the National Day from 2007 to 2016 shows that the market performance in the week before the holiday was relatively low, and the Shanghai Composite Index rose by half, with an average increase of nearly 1%. In contrast, the market performance in the week after the National Day was eye-catching, and it rose twice in 8 times, with an average increase of 2.47%. Comment: It is not important to hold a shareholding or hold a coin. The key is to find a solution that suits you.
4. Northbound funds created the largest single-day net outflow in six months. On the 25th, the net outflow of Shanghai Stock Connect was 1.834 billion yuan; the net inflow of Shenzhen Stock Connect was 157 million yuan; the overall net outflow of funds to the northbound was 1.677 billion yuan, the largest single-day net outflow since March 9. The net inflow of Hong Kong stocks was 955 million yuan; the net inflow of Hong Kong stocks was 597 million yuan; the net inflow of southbound funds was 1.552 billion yuan. Comment: The large net outflow of foreign investment in a single day has little effect on A-shares, or it is only a profit-taking.
5, the shell countdown 9 shares hope to pick up the stars to take off the 11 shares suspended high risk. Statistics show that as of September 25, 25 ST shares have disclosed the results of the first three quarters of 2017. Overall, the performance is not optimistic. In terms of types, among the 25 ST shares, 1 share is pre-reduced, 12 shares are losing losses, 2 shares are losing first, 9 shares are losing losses, and 1 share is uncertain. The proportion of losses is only 36%. Comment: The ST stocks can be screened from the four major routes, and there is a strong expectation of cap removal; the business operations have fundamentally improved; there are obvious restructuring expectations; the major shareholders are strong.
6. External disk: Investors are concerned about the new progress of German elections and Trump medical reform. At the same time, Apple's decline dragged down technology stocks. US stocks fell sharply. Dow fell 0.24%, Nasdaq fell 0.88%, and S&P fell 0.22%. US stocks fell. The geopolitical risk escalation of the United States and the United States supported the gold price. New York gold rose 1.1% to $1311.50, the highest closing in more than a week. OPEC members strictly abide by the agreement and increase the possibility of a production reduction agreement. New York crude oil rose 3.1% to May. Since the highest closing, the oil rose 3.8% to the highest closing in more than two years ; investors digested the results of the German election, the pan-European Stoxx 600 rose 0.2% to close at 383.90 points.
Second, [market temperature]
The Shanghai Composite Index maintained a volatile trend throughout the day and did not turn red. After the GEM opened lower, it also maintained its volatility in the morning session. It began to weaken in the afternoon, and there was a small dip in the end. There are no hot spots on the disk, only less than 10 sectors rose, and the bank stocks in the end were crazy. From the perspective of the disk, the avian flu, liquor, and biological products were among the top gainers; the rare earth, real estate, and small metals sectors were among the top losers.
As the real estate and other heavyweights have stepped into the consolidation of the National Day holiday, many funds have chosen to take profits or wait and see attitudes. Due to the large increase in the previous period, the motherboard has a defensive sector in the short term, and other sectors may face greater pressure on the callback. Therefore, it is important to explore the potential hotspots that active funds will focus on. That is to say, the late-stage market will not be fully fired, and it will continue to speculate on the growth theme. Therefore, it will be the key to grasp the opportunity of high-quality stocks.
Third, [the theme of the Nuggets]
AIDS treatment: It is reported that a new antibody jointly developed by the National Institutes of Health and the pharmaceutical company Sanofi using genetic engineering technology can attack 99% of HIV (HIV) strains to prevent primates from being infected. The antibody has been successfully tested in monkeys and human clinical trials will be launched next year.
Target: Boteng shares 300363, diagnostic stock , Yi Duoli 300381, diagnostic stock
Iris recognition: Huawei Mate10 series will be officially released in Munich, Germany in October. In addition to Mate10, the biggest highlight is the Mate10 Pro with full-screen design for the first time. Foreign media MobileXpose reported the complete front and back rendering of Mate10 Pro. From the exposure picture, there is no fingerprint recognition module. According to the media, this product is likely to use iris recognition.
Target: remote information 300306, diagnostic stock , Feitian integrity 300386, diagnostic stock
Graphene heavy-duty anti-corrosion coating: It was learned from the Chinese Academy of Sciences that the researcher Wang Liping and the academician Xue Qunji of the Ningbo Institute of Materials Technology and Engineering successfully developed a new graphene modified heavy-duty anti-corrosion coating with independent intellectual property rights. Graphene “anti-corrosion coat†is expected to make steel materials “resist†from high salt, high humidity and high temperature in tropical marine environment.
Subject: Gorgeous family 600503, diagnosis stock , Letong shares 002319, diagnostic stock
Internet of Vehicles: The Ministry of Industry and Information Technology website issued a notice on the 25th to solicit opinions on the “Guidelines for the Construction of the National Vehicle Network Industry Standard Systemâ€. The draft for comment proposes that by 2020, the national vehicle networking industry standard system will be basically established; by the end of 2018, a key technical standard system based on LTE-V2X will be formed, and key standards systems such as vehicle emergency rescue and communication security will be formulated and improved, and standards will be developed. Test verification; 2018 years ago, the standardization of key in-vehicle electronic products and vehicle software in the vehicle networking industry will be gradually carried out, and key technical standards and applications in the fields of in-vehicle electronic products and service terminals and security will be completed, and vehicle information services, platform interfaces and data will be completed. Development of related standards such as management.
Target: Suo Ling shares 002766, diagnostic stock , Gao Hong shares 000851, diagnostic stock
Industrial E-Commerce: The Ministry of Industry and Information Technology recently issued the "Three-Year Action Plan for Industrial E-Commerce Development", proposing that by 2020, e-commerce purchases of industrial enterprises above designated size will reach 9 trillion yuan, and e-commerce sales will reach 11 trillion yuan. The e-commerce penetration rate of enterprises has reached 60%, which has become an important engine to stimulate the innovation vitality of enterprises. Cultivate a group of industrial e-commerce platforms with outstanding advantages, perfect functions and open capabilities. The platform specialization and refinement level will be gradually upgraded, which will become an important carrier for driving enterprises to improve quality and efficiency, promote transformation and upgrading of manufacturing industry, and cultivate new ecological industry.
Subject: Business Bao 002095, Diagnostics , Oupu Zhiwang 002711, diagnostic stock
Terahertz technology: According to media reports, China's first high-average power terahertz free-electron laser device CTFEL, independently developed by Chinese scientists, has been saturated for the first time in Chengdu, Sichuan. After testing by a third party, the experiment is authentic and the device is stable. China's terahertz source has officially entered the era of free electron lasers. The CTFEL device is a project of “Development of Coherent Strong THz Source Scientific Instruments and Equipmentâ€, which is supported by the Ministry of Science and Technology.
Target: Tongfang shares 600100, diagnostic stock , remote information
Glyphosate: According to Baichuan Information Monitoring, domestic glyphosate prices continued to rise in the past week. 95% of the original powder factory price of 2.6-2.7 million yuan / ton, the transaction price reached 2.55-26,000 yuan / ton, a three-year high since October 2014. The current price increase of glyphosate began in July this year, from 20,000 yuan / ton to 26,000 yuan / ton, the range rose by 30%, compared with the same period last year, the increase was 44%. Since September, with the end of the central environmental supervision, the industry's operating rate has improved, but most mainstream companies have not resumed quotation, the new single price has a single talk and the space for orders is limited, and the goods are smooth.
Target: Xingfa Group 600141, diagnostic stock , Xinan shares 600596, diagnostic stock
Fourth, [listed company]
Important announcement in the evening
Hailian News 300277, Diagnostic Unit : The second and third largest shareholders discuss the transfer of company shares or lead to changes in real control rights
000600 construction investment of energy, clinics shares: Proposed nuclear technology and investment, Shenhua Group, Zhejiang Electric Power 600023, attending stocks jointly set up Nuclear Power Nuclear Hebei
China Wuyi 000797, diagnostic stock : intends to transfer 30% stake in Beijing Wuyi to introduce strategic partners
Guangshengtang 300436, diagnostic stock : GST-HG161 breakthrough in research and development of new liver cancer drugs
Tibetan holding company 000408, diagnostic stock : the large-scale production of lithium in salt lake should be after 2019
*ST Molong 002490, diagnostic stock : the company's three quarterly report in 2016 increased net profit of 227 million yuan was fined 600,000 yuan by the CSRC
Meike Home 600337, diagnostic stock : employee stock ownership plan to complete stock purchases to buy more than 47 million shares
Sinor 002485, diagnostic stock : change of controlling shareholder to Cedar Wenlv
Xinxin Motor 002664, Diagnostic Unit : It is proposed to be renamed as "Long Eagle Trust"
Nanda Optoelectronics 300346, Diagnostic Unit : The largest shareholder changed to Shen Jie and his concerted action
[fixed reorganization]
Kiel new material 300234, diagnostic stock : termination of planning for major asset restructuring
Gongda High-tech 600701, diagnostic stock : termination of reorganization
Vail shares 603501, diagnostic stock : termination of major asset restructuring
Rongyi Group 002622, Diagnostic Unit : Termination of Major Asset Restructuring
Century Dingli 300050, diagnostic stock : 360 million acquisition of Shanghai Meidu to improve the layout of vocational education industry
[performance forecast]
Luxi Chemicals 000,830, Diagnostics : Up-corrected first-quarter performance forecast net profit pre-increase more than four times
Tengxin shares 300392, diagnostic stock : the first three quarters of the year turned losses into profit
Hongli Zhihui 300219, medical stock : net profit in the first three quarters increased by 20% to 40%
Pengyi shares 300375, diagnostic stock : the first three quarters of net profit pre-reduction of about 10%
[Investment matters]
Petrochemical oil service 600871, diagnostic stock : signed 175 million US dollars overseas contract
Chenming Paper 000488, attending leasing subsidiary shares to be set up registered capital of 1 billion yuan
TCL Group 000100, diagnostic stock : plans to acquire 10.04% stake in Huaxing Optoelectronics for RMB 4.034 billion
Mengcao Ecology 300355, Diagnostic Unit : won the bid of nearly 500 million yuan PP P project
Sanchuan wisdom 300066, diagnostic stock : plans to increase capital of 90 million yuan in the Xinghe environment
Shenzhou Great Wall 000018, diagnostic stock : joint winning bid of 2 billion yuan PPP project
Gehua Cable 600037, diagnostic stock : winning the bid for 138 million yuan video surveillance project
Bao Tailong 601011, Diagnostic Unit : Joint Construction of Graphene Application Technology Center with Chinese Academy of Sciences
Oriental Garden 002310, diagnostic stock : the joint winning bid of 640 million PPP ecological transformation project
China Construction 601668, Diagnostic Unit : Recently acquired nearly 19 billion yuan of major projects
Zhongxing Group 603018, Diagnostic Unit : Successfully awarded over 200 million highway survey and design projects
Zhonghe Technology 000925, Diagnostic Unit : won the bid of 499 million rail transit signal system project
TEDA shares 000652, diagnostic stock : the subsidiary plans to increase capital of 140 million yuan to invest in the construction of waste incineration power generation project
Yun Aluminum Co., Ltd. 000807, Diagnostic Unit : Increased capital by 200 million yuan, Yongxin Aluminum, Runxin Aluminum
Easy Matt 300376, Diagnostic Unit : Signing a Restructuring Framework Agreement
Mei Liyun000815, Diagnostic Unit : Signing Ningxia Health Medical Big Data Application Joint Lab Cooperation Agreement
Jinzhi Technology 002090, Diagnostics : The proposed price of 151 million yuan to acquire the remaining 49% equity of Jinzhi Yidong
[overweight reduction]
Yufu shares 002,427, the stock : executives increased holdings of 336 million yuan
Jiahua Energy 600273, medical stock : not less than 50 million yuan not more than 500 million yuan to buy back shares
Watson bio-300142, attending shareholders holding more than 5% of the shares of shareholders holdings of shares of 1.6870%
Jack shares 603,337, the stock : the actual controller intends to increase the holding of 600,000 shares - 1.75 million shares
Shen SEG 000058, Diagnostic Unit : The company and its controlling shareholder, Dong Jiangao plan to increase its holdings by more than 5 million yuan
Bikang shares 002,411, the stock : the actual controller increased the holding of nearly 1.8 million shares of the company
Longyu Fuel 603003, Diagnostic Unit : Xingzhen Asset Management, Proposed Clearance, Reduction of 5.5%
Torch Electronics 603678, Diagnostic Unit : Some Dong Jiangao intends to reduce the company's shares
Guanglianda 002410, the diagnosis stock : the actual controller reduced the holding of 10 million shares 190 million yuan
Sunyard 600571, diagnostic stock : shareholders reduce the company's total share capital of 1.82%
Red Wall shares 002809, diagnostic stock : shareholders reduced 1.2 million shares
Five, [transaction prompt]
Suspension stocks
Yiyang Xintong 600289, diagnostic stock : planning major issues suspension of trading on the 26th from the suspension
Resumption of shares
Kelly New Materials: Termination of Major Asset Restructuring on 26th
Tanaka Seiki 300461, diagnostic stock : has responded to the inquiry letter on the 26th resume trading
Wuyi, China: Beijing Wuyi, a wholly-owned subsidiary, plans to introduce a war on the 26th
Hai Purui 002399, diagnostic stock : has responded to the restructuring of the inquiry letter on the 26th resume trading
Chuanheng shares 002,895, diagnostic stocks : there is no disclosure of undisclosed matters, etc. 26-day resumption of trading
Unblocking stocks
Jiahua Energy: (726.286 million shares, accounting for 48.61% of the total share capital)
Skyworth Digital 000810, diagnostic stock : (53,132,85 shares, accounting for 51.36% of the total share capital)
Tenda construction 600512, diagnostic stock : (51,936,22 shares, accounting for 32.48% of the total share capital)
Hangzhou Jiebai 600814, diagnostic stock : (40464.37 million shares, accounting for 56.59% of the total share capital)
Puluo Pharmaceutical 000739, diagnostic stock : (867.769 million shares, accounting for 7.57% of the total share capital)
Zhongyuan Environmental Protection 000544, diagnostic stock : (7830.71 million shares, accounting for 12.05% of the total share capital)
Baihuacun 600721, diagnostic stock : (611.87 million shares, accounting for 15.28% of the total share capital)
Founder Motor 002196, diagnostic stock : (3655.91 million shares, accounting for 8.11% of the total share capital)
Jilin Jidong 06623, diagnostic stock : (232.554 million shares, accounting for 2.00% of the total share capital)
Dima shares 600565, diagnostic stock : (202.473 million shares, accounting for 0.84% ​​of the total share capital)
Anne shares 002235, diagnostic stock : (842.49 million shares, accounting for 2.03% of the total share capital)
Jiuyang shares 002242, diagnostic stock : (1.9035 million shares, accounting for 0.25% of the total share capital)
Dongfulong 300171, diagnostic stock : (51 million shares, accounting for 0.08% of the total share capital)
Metal Buckles,Metal Belt Buckle,Metal Strap Buckles,Custom Metal Belt Buckle
Guangzhou Sanko Button Co Ltd , https://www.skbutton.com