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Research Report: SDIC Securities: CITIC Securities's leading position remains stable, optimistic about the company's long-term performance and resilience
Gelonghui, April 2 | SDIC Securities Research Report indicates that CITIC Securities (600030.SH) is self-operated in 2023, under pressure from investment banks, and its leading advantage continues to stand out. Market conditions and the regulatory environment affect the company's performance to a certain extent, but the company's leading position remains stable. In the context of the recent introduction of new “two strong, two strict” regulations, leading and compliant brokerage firms are expected to benefit even more and are optimistic about the company's long-term performance resilience. The company's 2024-2026 EPS is expected to be 1.46 yuan, 1.62 yuan, and 1.79 yuan respectively, and 1.25 x 2024 P/B will be given, corresponding to the target price for 6 months
Just now, there were major benefits from the periphery! Is the horn of counterattack about to be sounded?
Just now, another big news came from the periphery!
Cinda Securities: New energy sources may have phased opportunities in 2024
① The old circuit (such as new energy), which has overfallen in the short term, may have a quarterly counterattack; ② Liquidity improved at the beginning of the year, and a second reversal attempt is underway, and there may be new reversal strength in March; ③ if the index reverses at the bottom, the small market style may retract or stagnate in stages, and the general market style will tend to be stronger.
The clouds are fading away! Hong Kong A game stocks continue to rebound, institutions: sector valuations are at a historically low level
Currently, after the game sector has undergone major adjustments, the valuation level of major game companies is in a low position, and institutions are generally optimistic about the sector's future development opportunities.
Ping An Securities merged with Fangzheng Securities? China Peace responds to rumors
December 19 is an important day about where Ping An Securities and Fangzheng Securities are going.
Express News | The net sale of capital to the north was 4,588 billion yuan today, and the Ningde era had a net sale of 1,117 billion yuan
Beishui grabs science and technology network stocks! Tencent added nearly HK$1.2 billion and purchased Meituan over HK$500 million; Nanshui bought Tianqi Lithium for over 700 million yuan
Southbound Capital received net purchases of HK$1,653 million today, CNOOC received a net purchase of HK$353 million, China Construction Bank had the highest net sales volume, amounting to HK$522 million; Northbound Capital made a net purchase of 4,085 million yuan today. China Micro Company and Agricultural Bank received net purchases of 404 million yuan and 301 million yuan respectively.
Beishui sold Ideal Auto for over HK$400 million, and Tencent sold more than HK$500 million; Nanshui sold Kweichow Moutai for more than 500 million yuan
Capital from South China accelerated its inflow into Hong Kong stocks at the end of today, with net purchases of HK$2.105 billion throughout the day; Northbound Capital made net purchases of HK$29 million today. Ningde Shidai, Zhongji Xuchuang, and Yiwei Lithium Energy received net purchases of 1,322 million yuan, 216 million yuan and 211 million yuan respectively.
The summer electricity “big test” is coming! The power sector is rising as scheduled. Institutions: optimistic about the recovery of industry valuations
Affected by high coal prices, the power industry is generally under high operating pressure. Today, “China Special Assessment” investment is in full swing, driving the power sector to rise frequently. Coupled with summer as the peak electricity consumption season approaches, electricity demand in various regions is expected to continue to grow, and the prosperity of the power sector may continue to rise.
CICC's A-shares suddenly rose and stopped, and Hong Kong stocks surged more than 6%. What happened?
The rise in the securities sector was not expected from a bull market, but by “medium specials.”
Beishui sold Tongwei shares of nearly HK$600 million and slightly increased SMIC's holdings by nearly HK$200 million; Nanshui sold Tongwei shares of 600 million yuan
Nanxia Capital made net purchases of Hong Kong stocks of HK$3,062 million today; Meituan-W and Li Ning received net purchases of HK$177 million and HK$175 million respectively; Nanshui sold 7.619 billion yuan today, and Kweichow Moutai and Ping An of China received net sales of 541 million yuan and 539 million yuan respectively.
Beishui bucked the trend and bought SMIC for nearly 800 million Hong Kong dollars and continued to sell Tencent over 300 million Hong Kong dollars; Nanshui sold Longji Green Energy for nearly 800 million yuan
Southbound Capital made net sales of HK$5.149 billion today. Profit Fund, Hang Seng China Enterprises and China Construction Bank received net sales of HK$2,802 billion, HK$2,108 million, and HK$524 million respectively; Northbound Capital made net purchases of $4.691 billion, and Hang Seng Electronics, China Merchants Bank and Gree Electric received net purchases of $455 million, $266 million and $214 million respectively.
Beishui continued to sell Tencent more than HK$300 million and bought more than HK$200 million of Medicom Biotech; Nanshui reduced its holdings of China Unicom by more than 300 million yuan
Southbound Capital made net purchases of HK$2,966 million today. Profit Fund and Hang Seng China received net purchases of HK$1,107 million and HK$406 million respectively; Northbound Capital had net sales of 916 million yuan today, and Beifang Huachuang and Longji Green Energy received net sales of $619 million and $509 million respectively.
Beishui went against the market and bought Anta over HK$900 million and reduced Tencent's holdings by more than HK$400 million; Nanshui sold Kunlun Wanwei over 400 million yuan
Southbound Capital received net purchases of HK$2,259 million today; Meituan-W and Pharmaceutical Biotech received net purchases of HK$158 million and HK$123 million respectively; Northbound Capital made net purchases of $2,264 million today. Huichuan Technology, Ningde Times, and Kweichow Moutai received net purchases of 484 million yuan, 499 million yuan and 356 million yuan respectively.
Beishui continues to drastically increase China Mobile's holdings by more than HK$1 billion and Tencent sells more than HK$700 million; Nanshui buys Ningde Shidai for more than 400 million yuan
Southbound Capital made net purchases of HK$7.427 billion today. Profit Fund and Hang Seng China received net purchases of HK$3.12 billion and HK$1,373 million respectively; Northbound Capital made net purchases of $1,918 million today, while China China Free Bank and Kweichow Moutai received net purchases of $440 million and $271 million respectively.
US stocks closed | Economic concerns intensified, S&P Dow stopped rising four times in a row; AI concept stocks plummeted, C3.ai fell more than 26%
U.S. stocks declined across the board at the beginning of the session. At one point, the Dow index fell by more than 300 points, and small-cap stocks had the worst performance by falling 2%. The NASDAQ and the NASDAQ 100 fell for two consecutive days, further away from more than half a year's high. US President Joe Biden discussed the potential risks of artificial intelligence technology with technology advisors. AI concept stocks fell sharply. A few weeks ago, C3.ai, which was targeted by well-known short selling funds, fell 26%, the biggest decline since listing. Bigbear.ai and SoundHound fell more than 14% and 12%, respectively.
Beishui continues to increase Tencent's holdings by nearly HK$1.1 billion and sells SMIC over HK$200 million; Nanshui bucked the trend and bought Lixun Precision by over 400 million yuan
Southbound Capital made net purchases of HK$6.15 billion today. Yingfu Fund and Hang Seng Chinese enterprises received net purchases of HK$1.56 billion and HK$624 million respectively; Northbound Capital had net sales of 235 million yuan, while IFF, Tonghuashun, and Ziguang Guowei had net sales of 700 million yuan, 635 million yuan and 518 million yuan respectively.
Beishui continues to pursue science and network stocks! Tencent added more than HK$1.4 billion, bought Meituan over HK$1.2 billion; Nanshui bought iFLYTEK for over 400 million yuan
Southbound Capital made a net purchase of HK$827 million today. Shangtang-W received a net purchase of HK$345 million, while Yingfu Fund had the highest net sales volume of HK$918 million; Northbound Capital made net purchases of HK$4.808 million. Oriental Wealth and BOE A received net purchases of $543 million and $436 million respectively.
Why is ZTE growing steadily
On March 11, ZTE released its 2022 annual report. Operating revenue and net profit to the mother were 122,954 billion yuan and 8.08 billion yuan respectively, up 7.36% and 18.60% respectively over the same period last year.
US stocks closed | The three major indices fluctuated throughout the day, and the S&P and NASDAQ turned up at the end of the session; chip stocks rose strongly, Nvidia and AMD rose nearly 4%
Federal Reserve Chairman Powell softened his position during the congressional hearing on the second day, stressing that no decision has been made on the March rate hike, but the probability that the futures market will raise interest rates by 50 basis points in March is 80%. The February “small non-farmer” ADP employment and JOLTS job vacancies indicate that the labor market remains strong. US stocks fluctuated throughout the day. The Dow hit a new low for another week, and chip stocks rose 2.7% to a three-week high.