Headline of A shares： The weekend was heavy, and the central bank announced big news! Thunder, the performance of 60 billion white horses plummeted! Semiconductors were hacked again, and the Ministry

News express

1. The spokesman of the Ministry of Commerce answered questions on the export control of semiconductors in the Netherlands.

Ministry of Commerce spokesman answered questions on Dutch semiconductor export control. According to the Ministry of Commerce, in recent years, in order to safeguard its global hegemony, the United States has constantly generalized the concept of national security, abused export control measures, even at the expense of its allies’ interests, coerced and wooed other countries to suppress and contain semiconductors in China, artificially promoting industrial decoupling, and seriously damaging the development of the global semiconductor industry. China firmly opposes this. Comment: this market restriction was expected before. According to the disclosed news, 1980i is not within the scope of restriction, and it should be no problem to expand production by mature processes.

2. Comrade Pan Gongsheng was appointed Party Secretary of the People’s Bank of China.

According to the People’s Bank of China, on the afternoon of July 1, 2023, the People’s Bank of China held a meeting of leading cadres. The responsible comrades of the Organization Department of the Central Committee announced the central decision: Comrade Pan Gongsheng was appointed Party Secretary of the People’s Bank of China, and Comrade Guo Shuqing was removed from the post of Party Secretary of the People’s Bank of China and Comrade Yi Gang was removed from the post of Deputy Secretary of the Party Committee of the People’s Bank of China. Comment: Before the official announcement of the new Party Secretary of the People’s Bank of China, Pan Gongsheng was not a popular candidate for speculation for a long time. Although his appointment is somewhat unexpected in terms of market speculation, it is reasonable in terms of his work experience. Some analysts predict that Pan Gongsheng is expected to be the governor of the central bank after becoming the party secretary. If so, the central bank will restore the party secretary and governor to the same person.

3. CSRC: Encourage qualified Public Offering of Fund to set up overseas subsidiaries according to law on the premise of "clearly seeing and managing".

In the latest issue of the Bulletin on Institutional Supervision, the Department of Institutional Supervision of Securities Fund of China Securities Regulatory Commission said that in recent years, the overseas subsidiaries of Public Offering of Fund Management Company (referred to as overseas subsidiaries of funds) have developed steadily as a whole and played an active role in providing asset allocation services to global customers, improving the international competitiveness of Chinese-funded institutions and promoting the interconnection of capital markets. In view of this, the CSRC will start from three aspects: supporting fund companies to set up overseas subsidiaries according to law, encouraging overseas subsidiaries of the fund to practice "internal strength" and guiding overseas Chinese-funded institutions to strengthen cooperation, so as to promote the higher quality development of overseas subsidiaries of the fund. Comment: We should not only bring in, but also go out. The fund company is finally going out to sea to see which one to spend.

4. The investment director of Huatai Bairui was taken away from the company to clarify: the rumors are not true.

A big V said that "the total investment of a public offering was taken away, and the Shanghai fund circle was going to be earthquake", and then a screenshot of the network was guessed as the investment director of Huatai Bairui. In this regard, Huatai Bairui Fund issued a solemn statement, and all the investors of the company are currently working normally. Those who maliciously spread rumors, damage the reputation of the company and employees, and endanger the normal order of the capital market will reserve the right to pursue their legal responsibilities further. And remind investors not to believe in rumors.

5. The current car of Tesla Model S/X will be discounted by 35,000-45,000 yuan, and the current car of Model S will be sold at 773,900 yuan.

On the 1st, Tesla announced through official website and social platforms that users can enjoy preferential benefits ranging from 35,000 to 45,000 yuan if they buy two new Model S/X models. After the preferential benefits are included, the Model S dual-motor all-wheel drive version starts at 773,900 yuan, and the Model S Plaid three-motor all-wheel drive version starts at 988,900 yuan; The current car price of Model X dual-motor all-wheel drive version starts from 863,900 yuan, and the current car price of Model X Plaid three-motor all-wheel drive version starts from 1,013,900 yuan. Comment: Since the beginning of this year, Tesla has adjusted its price many times around the world. In January, Tesla’s domestic models were significantly reduced in price, but after the price reduction, Tesla repeatedly raised the price.

6. CITIC Securities: In July, A shares will enter the verification period of performance and policies, and the three major games of theme, policy and position adjustment will gradually converge.

According to the research report of CITIC Securities, A-shares showed the characteristics of extreme theme trading and extreme institutional game in the first half of the year, and the market fluctuated greatly. At present, economic, policy and market sentiment expectations are at the bottom. In July, A-shares will enter the verification period of performance and policy, and the three major games of theme, policy and position adjustment will gradually converge, focusing on the performance-driven mid-year report market. It is suggested to deploy around the two dimensions of "mid-year report performance" and "three major security". Comment: July-August is the mid-year report season, and the market may return to fundamental trading, and the right to performance in trading will be improved in the future.

7. Huawei responded to AITO’s question to set up a joint working group on sales and service: it has nothing to do with the right to speak.

A few days ago, AITO Media released an "internal letter to all partners", saying that Cyrus and Huawei jointly decided to set up the "AITO Media Sales and Service Joint Working Group", which will be fully responsible for the end-to-end closed-loop management of marketing, sales, delivery, services, channels and other businesses from July 1. This move was interpreted by the outside world as Huawei’s further strengthening of the right to speak on the trademarks of the media. In this regard, on the afternoon of July 2, the relevant person in charge of Huawei responded that the establishment of the working group has nothing to do with the right to speak of both parties. The overall purpose is to improve the customer service experience in the world and improve the management related to channel services.

8. The summer box office in 2023 broke 5 billion yuan.

According to the data of Cat’s Eye Professional Edition, at 19: 52 on July 2, the total box office (including pre-sales) of the summer file in 2023 broke 5 billion yuan. Disappeared She, Transformers: The Rise of the Super Warrior and Spider-Man: The Universe ranked among the top three in the summer box office. Comment: The long tail effect of the Dragon Boat Festival movie, superimposed with the arrival of the summer file, the first battle of the summer file has been won. The industry expects that this year’s summer box office will return to the 10 billion era.

9. List of transcripts of new energy vehicle companies in June

In June, the sales volume of new energy vehicles was 253,046, compared with 134,036 in the same period last year; The cumulative annual sales volume increased by 95.78% year-on-year. LI delivered 32,575 vehicles in June, breaking 30,000 vehicles for the first time, with a year-on-year increase of 150.1%. Tucki delivered 8,620 smart electric vehicles, a year-on-year increase of 15%. Weilai Automobile delivered 10,707 new cars, down 17% year-on-year and up 74.0% quarter-on-quarter. The sales volume of 45,013 vehicles in Guangzhou Automobile Ai ‘an reached a record high, up 86.7% year-on-year. A total of 13,209 zero-run vehicles were delivered, up 17.3% year-on-year and 9.5% quarter-on-quarter. Nezha Auto delivered 12,132 units of Nezha Auto in June, down 6.9% year-on-year. 10,620 Krypton vehicles were delivered, up 146.9% year-on-year and 22.4% quarter-on-quarter, with positive growth in the same period and quarter-on-quarter for five consecutive months. Lantu Automobile delivered 3,007 vehicles, up 150% year-on-year, and maintained a good performance for four consecutive months. Sellers sold 18,754 vehicles, down 27.04% year-on-year. Among them, the sales volume of Celestial vehicles was 5,668, a year-on-year decrease of 25.99%.

10. Thunder! The performance of 60 billion white horse stocks plummeted.

External disk review

Last week, the US Dow rose 2.02%, the S&P 500 index rose 2.35%, and the Nasdaq rose 2.19%. In June, the Dow rose 4.56%, the S&P 500 index rose 6.47%, and the Nasdaq rose 6.59%. In the first half of the year, the Dow rose 3.8%, the Nasdaq rose 31.73% and the S&P 500 index rose 15.91%.

Reminder: On July 3rd (Monday), the US stock market will be closed three hours in advance, and on July 4th (Tuesday), it will be closed all day.

Market strategy

Last Friday, the stock indexes went up and fell back in the afternoon. The the State Council executive meeting held on June 29th deliberated and passed "Several Measures on Promoting Household Consumption", and the policy began to exert its strength, and the market rose under favorable stimulus. Policy benefits began to land, but because of early expectations, it is difficult to push the market to continue to rise without a greater level of benefits. The Shanghai Composite Index is facing the pressure of the annual line and the half-point of the Yinxian line on June 21, so we can pay attention to whether it can break through.

Theme nuggets

Lottery:According to the data of the Ministry of Finance, in May, a total of 50.021 billion yuan of lottery tickets were sold nationwide, a year-on-year increase of 52.7%. Among them, the sales of welfare lottery institutions was 16.387 billion yuan, a year-on-year increase of 24.7%; The sales of sports lottery institutions reached 33.634 billion yuan, a year-on-year increase of 71.4%. Mainly affected by the low base of lottery sales in the same period of last year, the driving effect of mainstream events and the supporting marketing of instant lottery tickets, lottery sales increased rapidly compared with the same period of last year. In addition, from January to May, the national lottery sales totaled 225.171 billion yuan, a year-on-year increase of 50.0%.

Target: China Sports Industry (600158), Donggang Shares (002117)

Safety emergency:The Safety Production Committee of the Ministry of Industry and Information Technology recently held a plenary meeting. The meeting stressed that it is necessary to continuously carry out the law enforcement inspection of safety production and the special investigation and rectification of major accidents in the civil explosive industry, effectively improve the quality of investigation and rectification of potential risks, accelerate the popularization and application of intelligent equipment and technology, and promote the production line to be "less manned and unmanned" to improve the level of intrinsic safety. Strengthen the supervision of production safety in the field of communication industry and communication construction, organize the joint inspection of the quality and production safety supervision departments and provinces of communication construction projects, and compact the main responsibility of enterprises. Promote the application of "Industrial internet plus Safe Production" and improve the level of digital management, networked collaboration and intelligent management and control. Implement science and technology, focus on cultivating and expanding the safety emergency industry, and promptly compile and promote the implementation of the Three-Year Action Plan for the Development of Key Areas of Safety Emergency Equipment.

Target: CSSC Emergency (300527) and Zhongtian Rocket (003009)

Brain machine:According to the website of China National Intellectual Property Administration, Huawei recently published a patent for "a brain-computer interface device and information acquisition method" with the application number of CN116350174A. This patent combines small integration with high spatial resolution, which has aroused widespread concern in the industry. According to Huawei’s official introduction, this patent uses "wide-spectrum pulsed light and time-domain delay technology" to detect light with different wavelengths. Compared with the traditional method, there is no need to set up multiple light sources and corresponding wavelength control modules. This innovation enables the brain-computer interface not only to maintain small integration, but also to achieve higher spatial resolution.

Subject: Hanwei Technology (300007), Tom Cat (300459)

Announcement selection

[Important matters]

Pioneer new materials: suspension of trading, planning for major asset restructuring, and planning to purchase the controlling stake of Dongfeng Cable.

Jiangling motors: Received 150 million yuan of government subsidies.

Linzhou Heavy Machinery Co., Ltd.: The company is operating normally at present.

Gansu Energy: The first unit of Yanchitan 100MW wind farm project in Gaotai County is connected to the grid for power generation.

Giant wheel intelligence: the company’s recent business situation is normal, and there has been no major change in the internal and external business environment.

Haide Control: Shenzhen Stock Exchange will apply for resuming the review of the company’s suspension of this restructuring as soon as possible.

Changxin Technology: The application documents for issuing shares to purchase assets and raising matching funds were accepted by Shenzhen Stock Exchange.

Weisheng Information: The total bid amount in June was about 340 million yuan.

[Performance Express]

Weichai Power: It is estimated that the net profit in the first half of the year will increase by 50%-70% year-on-year.

China Heavy Duty Truck: The recovery of heavy truck industry is obvious. It is estimated that the net profit in the first half of the year will increase by 45%-65% year-on-year.

Zhongtong Bus: It is estimated that the net profit in the first half of the year will increase by 82%-137% year-on-year.

Zhongke Jiangnan: Net profit increased by 51%-81% in the first half of the year.

Daikin Heavy Industry: The net profit in the first half of the year increased by 45% to 60% year-on-year.

Jikai shares: the estimated loss in the first half of the year is 16 million yuan-21 million yuan.

[Increase or decrease holding]

Aipeng Medical: The controlling shareholder intends to reduce the company’s shares by no more than 3.06%.

Hongxin Electronics: Shareholders intend to reduce their shares by no more than 3%.

Guanglian Airlines: Chang Liang, director and deputy general manager, plans to increase his holdings by no less than 100,000 shares.

TCL Central: The controlling shareholder increased the company’s shares by 5,455,600 shares.

Yongtai energy: The company’s core management intends to increase the company’s stock for the fourth time.

Trading tips

[subscription of new shares]

1. Xinyin Electronics (GEM)

Purchase code: 301329

Issue price: 21.00

Issue price-earnings ratio: 37.06

Subscription rating: suggested subscription.

2. Saiwei Times (GEM)

Purchase code: 301381

Issue price: 20.45

Issue price-earnings ratio: 47.40

Subscription rating: cautious subscription

3. Haofan Bio (GEM)

Purchase code: 301393

Issue price: 67.68

Issue price-earnings ratio: 57.38

Subscription rating: cautious subscription

[Purchase of convertible bonds]

Xiangyuan convertible bonds 123202, Mingdian convertible bonds 02123203 and Heda convertible bonds 127088.

[Restrict sales and lift the ban]