[Data review] Military and real estate ETF turnover surged month-on-month, leading to capital game Vanke A
① Today, the turnover of many military and real estate ETFs surged from yesterday. Among them, the turnover of leading military ETF (512710) increased 137% month-on-month, and real estate ETF (159707) increased 114% month-on-month. ② Vanke A, which had gone up and down, was sold by northbound capital and institutions, and bought by two first-tier tourism companies.
Express News | CICC issued a notice on the listing of new stock index futures and stock index options contracts
Huatai Securities: The effectiveness of the Shanghai and Shenzhen 300 adjustments for constituent stocks since the 2018 review period may be greater than that of the China Securities 500
Reviewing the 12 rounds of component stock adjustments since '18, the strategic layout window for the two major indices is quite clear, that is, from the announcement date of the adjustment to the effective date (cashout range), and the effectiveness of the Shanghai and Shenzhen 300 may be greater than that of the China Securities 500.
Remote areas can “share” network signals with the three major operators and China Radio and Television to launch commercial promotion of 5G cross-network roaming
At the 2024 World Telecom and Information Society Day conference, China Telecom, China Mobile, China Unicom, and China Radio and Television jointly announced the launch of commercial promotion of 5G cross-network roaming, which marks a new stage in 5G cross-network roaming.
The national economy continues to pick up and improve! In April, the total amount of Social Zero was 3569.9 billion yuan, an increase of 2.3% over the previous year
The national economy was running smoothly in April, and major indicators such as industry, exports, employment, and commodity prices generally improved.
Did the majority shareholders who increased their holdings last year all make money? Bank of Ningbo revealed the latest progress in increasing Youngor's holdings. After the “purchase” in mid-February, the stock price has risen by more than 20%
① Bank of Ningbo and Bank of Lanzhou announced on the same day that the shareholder increase was completed, and the proportion of Youngor's shareholding in Bank of Ningbo increased to 10%; ② Bank of Ningbo's stock price has continued to rise since the beginning of the year. After Youngor's current round of holdings increase, Bank of Ningbo's stock price has risen by more than 20%; ③ After Central Huijin increased its holdings in the four major banks last year, the average increase so far is about 17%.
A number of ministries and departments are planning to launch a “major initiative” for real estate, and the real estate industry chain may become the strongest main line in the market
① According to Caixin reports, the real estate industry continues to decline, and policies and measures aimed at digesting the stock of real estate and optimizing incremental housing are being prepared. The scope of “insurance handover” rescue may be further expanded, and discussions are under way to buy existing housing. ② Guotai Junan Securities pointed out that the recent intensive implementation of policies has helped repair market expectations and led to an increase in market trading activity.
Express News | Chen Guo of CITIC Construction Investment: The small-cap market has come to an end. Investors are advised to cash in on small and micro-cap stocks with poor performance or overvaluation
Creating a new model for going overseas? Hengrui packaged the GLP-1 product portfolio and reached a major BD deal with a US company
① Tonight, Hengrui Pharmaceutical announced that it reached a BD deal with a special company set up by several capital institutions in the US in May; ② The deal not only involved huge down payments and subsequent milestone payments and sales shares, but also included nearly 20% of the US company's shares; ③ The industry believes that Hengrui Pharmaceutical is joining forces with capital to create a new model for innovative drugs to go overseas, which can achieve a win-win situation for all parties, which is very novel.
China Automobile Dealers Association: The overall inventory coefficient of car dealers in April was 1.70, up 9.0% month-on-month
The overall inventory coefficient of car dealers in April was 1.70, up 9.0% from the previous month and 12.6% from the previous year. The inventory level was above the warning line, and the pressure on dealers' inventory increased.
Northbound Capital Purchase Report: IFF received a net purchase of 468 million yuan
On May 16, Northbound Capital made a significant net purchase of 6.067 billion yuan throughout the day.
Is its trading company caught in a “vortex of emptying” New York copper? Luoyang Molybdenum Industry issued a response
① This week, the New York copper market experienced an epic round of shorting; ② In this round of crazy shorting, Luoyang Molybdenum's trading company Exxon (IXM) was also reported by the media to be in a “vortex” due to holding a large number of short positions; ③ Luoyang Molybdenum plummeted by about 5% in the A-share market on Thursday. Luoyang Molybdenum Industry officially issued a statement to respond to this on Thursday.
The copper market has been emptied historically! The empty side is IXM owned by Torque and Lomoly?
The report said that commodity trading giant Torque and IXM, a subsidiary of China's Luoyang Molybdenum Industry, are trying to buy physical copper to settle their large short positions on the US CME exchange.
Li Xingyun, Deputy General Manager of Longyuan Electric Power: Energy iteration has caused companies to “make big waves and sand, if they don't advance, retreat” | Financial Interview
① Longyuan Electric Power has promoted green electricity hydrogen, ammonia, and alcohol production projects in Inner Mongolia, Gansu, Jilin, etc., and the first batch of projects that are progressing faster will have full construction conditions this year; ② Li Xingyun revealed that currently the short-term planned production capacity for the official green alcohol project is 200,000 tons/year; ③ Li Xingyun said that currently the green alcohol produced mainly supplies the shipping industry, and there is room for a premium in the marine fuel market.
The 40-1 ratio is huge! The new version of the US House of Representatives “Biosafety Act” was passed in a hearing. The industry suggests paying attention to the subsequent run-in between the two house versions of the bill
① At the US House of Representatives hearing, the new version of the “Biosafety Act” was passed with a 40-1 vote; ② Compared with the previous version, the new bill made adjustments in the exemption period for existing contracts/products; at the same time, the companies involved clearly added pharmacological agents; ③ industry experts believe that rapid decoupling is not in the interests of the US industry; next, we need to focus on the run-in between the two houses of law.
Passed! Pharmacovigilance waited for an 8-year buffer period, and the company quickly responded
The new version of the US Biosafety Act (H.R. 8333) (hereinafter referred to as the “Act”) has ushered in the latest developments.
The quarterly adjustment of the MSCI Index excludes 15 Hong Kong stocks. The effective date is scheduled for early June
① Which individual stocks will MSCI China adjust quarterly? ② How much impact does the MSCI Index have on the market?
Industrial Bank issued another 20 billion second-tier capital bonds in the second quarter, and the bank accelerated the issuance of 2 permanent bonds by more than 314.7 billion yuan
① Since the second quarter of this year, 18 banks have successively issued second-tier capital bonds and perpetual bonds (including proposed issuance), with a total issuance scale of 314.75 billion yuan; ② Since May, the yield on bank capital bonds has diverged. Experts believe that there is still room for strength under the imbalance in the supply and demand structure.
Tesla's Top Rival BYD Reveals Starting Price Of Hybrid Electric Pickup In Mexico Launch — Yes, It's A Lot Cheaper Than The Cybertruck
Chinese electric vehicle giant BYD Co (OTC:BYDDY) (OTC:BYDDF) on Tuesday introduced its new mid-size hybrid-electric pickup truck called the Shark in Mexico and it is way cheaper than rival Tesla Inc's Cybertruck.
Passenger Federation: Retail sales of 241,000 vehicles in the NEV market increased 31% year-on-year from May 1-12
On May 15, the latest data from the Passenger Transport Federation showed that on May 1-12, the NEV market retailed 241,000 vehicles, an increase of 31% over the same period last year, and an increase of 10% over the same period last month.