The six major players gathered! The proposed mid-term dividend bank lineup will continue to expand, and the industry is expected that more small and medium-sized banks may follow suit
① Bank stocks have long been a benchmark sector for high dividends. Implementing mid-term dividends will further enhance the value of high dividend dividends; ② Mid-term dividends will also help investors hold dividend-type bank stocks more stably and for a long time, supporting the continued rise in stock prices. Optimistic about the revaluation of bank stock dividends.
The third phase of the National Big Fund was officially established! The semiconductor industry is facing significant benefits; which targets are expected to benefit?
Regarding the specific investment of the third phase of the Big Fund, CITIC Securities expects semiconductor manufacturing to remain the largest, and is expected to further increase support for critical areas such as equipment, materials, components, EDA, and IP. It is recommended to continue to focus on leading companies in related fields.
Has the Middle East become a “nugget” hotspot for A-share companies? In the past week, Lin Yang Energy and others have intensively won big orders from the Middle East
① Recently, several companies such as Linyang Energy, China Construction, Seiko Steel, and Jerry Co., Ltd. issued announcements announcing the signing of important orders or projects in the Middle East region, which has become a new trend in the “going overseas” boom. ② The above companies all have a certain layout in the Middle East market, and their overseas portion accounts for a significant proportion of their revenue, which shows that they have a certain degree of competitiveness in overseas markets. Currently, their expansion into the Middle East market has been further strengthened.
Commercial Bank Debuts! Six major banks invested 114 billion yuan to invest in the third phase of the Big Fund. Industry: New capital regulations will benefit banks to participate in similar businesses
① The third phase of the National Big Fund was recently established, and six major state-owned banks, including China Agricultural Construction Bank and the Postbank, participated in the investment. The six major state-owned banks are expected to invest a total of 114 billion yuan, accounting for about 33.14% of the shares. ② After the implementation of the new “Commercial Bank Capital Management Measures”, the risk weight of shares specially approved by the State Council was lowered due to policy reasons, which also helped banks to participate in investing in large national funds.
Bank of China and CCB announced on the same day! It is planned to invest 21.5 billion yuan in the third phase of the National Big Fund
① CCB Hong Kong Stock Exchange announced that it intends to invest RMB 21.5 billion in China Integrated Circuit Industry Investment Fund Phase III Co., Ltd. ② The company is jointly owned by 19 shareholders, including the Ministry of Finance, Guokai Finance Co., Ltd., Shanghai Guosheng (Group) Co., Ltd., Industrial and Commercial Bank of China Co., Ltd., China Construction Bank Co., Ltd., Agricultural Bank of China Co., Ltd., and Bank of China Co., Ltd.
Establishing cooperation with central state-owned enterprises through the new energy business, the power leader recorded a 20CM rise and fall this week, institutions are intensively investigating related listed companies
① When surveyed by the agency, Jiuzhou Group said that it has seized the power plant construction opportunity and established good cooperation with central state-owned enterprises through the new energy business. Currently, it has obtained 1 GW of power plant indicators and approved projects. The company closed 20CM higher or lower on Friday. ② Sort out the industry sectors that institutions are most concerned about this week (attached table), the list of listed companies (subsidiary shares), and the latest research on the power industry.
Using AI to “explode” the factory to explore the AI cloud-based operation workshop of Baosteel's automobile board production line | High quality development research project
① This year is the first year Baosteel Co., Ltd. comprehensively promoted the AI strategy. The goal is to achieve 100 scenario applications, covering AI production line control, AI visual recognition, and AI intelligent decision-making. ② Baosteel has established an AI computing power center and formed a digital intelligence team. Currently, data resources from various manufacturing bases are being concentrated to verify the effects of large models on the electrogalvanized automobile sheet production line.
【数据看盘】北向资金连续6日加仓长江电力 IC、IM期指多头大幅加仓
①今日盘中再创历史新高的长江电力获北向资金净买入超5亿,该股已连续6个交易日获净买入。 ②IC主力合约多头加仓超千手,空头小幅减仓;IM主力合约多头加仓超4000手,加仓数量明显大于空头。
ICBC AXA Life welcomes new coach Wang Dufu as chairman. How can we solve the problem that it is still difficult to make a profit by relying on “big trees”?
① In the first quarter, ICBC AXA achieved net profit of 28 million yuan, a year-on-year decrease of 90%; ② In addition to the president, ICBC Life Insurance's new senior management level is basically in place; ③ it will take time for the industry to mitigate stock risks and cultivate new business models.
Real estate stocks have rebounded by more than 50%, and are now receiving huge benefits! Big friction “recommended defense”
Many places are following up on lowering interest rates on provident fund loans
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.
A wave of chairman resignations? Overnight, 5 listed companies announced one after another!
① According to the announcement, 6 senior board chairman-level officials announced their resignation on the evening of May 14, involving 5 listed companies. ② Among them, Shanghai Jiahua Pan Qiusheng and Wu Jin Stainless Zhu Guoliang all had their original terms due to expire this year.
Also, I saw that the finance company “sold” Guangfa Bank shares. Minmetals Finance was directly discounted by 10% when listed for the second time, and Sinopec Finance still hasn't found a buyer
① Minmetals Finance's 604.113.15 million Guangfa Bank shares were re-listed and transferred. The reserve price was reduced to 564 million yuan, a 10% discount from the previous one. ② Sinopec Finance's public listing transfer of 367.21.52 million Guangfa Bank shares expired today, and no buyers have been found. ③ Regulations have forced finance companies to “sell off” financial institution shares, and central state-owned enterprises are all speeding up the sell-off of financial equity by removing non-main investments.
Passenger Federation: The pickup truck market sold 44,000 vehicles in April and is at a medium to high level in the past 5 years
On May 14, the Passenger Transport Federation revealed that the pickup truck market sold 44,000 vehicles in April 2024, up 4.4% year on year and down 13.1% month on month.
Sales differentiation among NEV companies intensified in April: Cyrus surged 700% year on year, Tesla fell month-on-month
① Geely and Changan both showed significant year-on-year growth. The former had a year-on-year increase of 76.3%, and the latter doubled; ② Cyrus had a particularly significant year-on-year increase of 725.7%; ③ Tesla's retail sales volume in April was 31,421 vehicles, down 21.4% year on year, down 21.4% year on month; ④ The most obvious year-on-year decline was GAC Aian, which fell 36.3% year on year to 26,109 vehicles.
ETF Afternoon Review丨Hong Kong stocks are strong, and Hong Kong Stock Connect central enterprise dividend ETFs rose 3.24%
Glonghui, May 13 | The A-share market rebounded weakly after opening low in early trading. As of midday trading, the Shanghai Index was down 0.08%, the Shenzhen Index was down 0.37%, and the GEM Index was down 0.67%. The half-day turnover of the Shanghai and Shenzhen markets was 569.4 billion yuan, down 11.2 billion from the previous trading day. In terms of sectors, sectors such as gas, home appliances, port shipping, and automotive vehicles registered the highest gains, while sectors such as military informatization, quantum technology, brain-computer interfaces, and dyes registered the highest declines. In terms of ETFs, Hong Kong stocks were strong. Huaan Fund Hong Kong Stock Connect Central Enterprise Dividend ETF and Huabao Fund Hong Kong Stock Internet ETF rose 3.24% and 2.37% respectively. Chinese securities rose, easy
Hong Kong Stock Connect dividend tax exemption? Hong Kong high-interest concept stocks have gone crazy
Focus on dividend strategies
ETF Reviews丨The Hong Kong Stock Dividend Sector Exploded, and Hong Kong Stock Central Enterprise Dividend ETFs rose nearly 6%
Glonghui, May 10 | A-shares fluctuated and adjusted throughout the day. The GEM index led the decline, and the Shanghai index was relatively strong. By the close, the Shanghai Index was up 0.01%, the Shenzhen Index was down 0.58%, and the GEM Index was down 1.15%. The turnover of the Shanghai and Shenzhen markets today was 912.5 billion yuan, an increase of 11.4 billion dollars compared to the previous trading day. In terms of sectors, sectors such as artificial meat, real estate, electricity, and precious metals registered the highest gains, while sectors such as dyes, ST sectors, flying cars, and semiconductors registered the highest declines. In terms of ETFs, the Hong Kong stock dividend sector strongly led the way. Huaxia Fund Hong Kong Stock Central Enterprise Dividend ETF and Morgan Fund Hong Kong Stock Dividend Index ETF rose 5.98% and 5 respectively
CITIC Securities: The structural boom in the communications industry focuses on AI computing power and central enterprise dividends
The Zhitong Finance App learned that CITIC Securities released a research report saying that reviewing the communications industry's 2023 and 2024Q1 financial reports, AI is profoundly reshaping the communications industry pattern. Digital optical module leaders directly benefited from the explosion of AI in North America and achieved rapid growth in performance; domestic IDC, liquid cooling, and communication equipment leaders accelerated the layout of computing power and AI, the development of the domestic computing power industry chain accelerated, and AI and computing power capabilities gradually became the “winners and losers” of communications industry companies. However, at the same time, due to macroeconomic factors such as the decline in domestic spending on informatization and digitization, it is also putting pressure on 5G, ICT, and traditional data centers in the short term. High-quality central countries such as operators
BYD, big announcement!
During the May 1st holiday, the NEV market is booming.