BK0464 Target Material
- 1016.711
- -4.884-0.48%
The left hand applied for a fixed increase in the right hand transfer of assets Youken Xinzai plans to raise 320 million yuan to repay debts
① Regarding the purpose of this fixed increase, Youyan Xinshi said that the company's issuance of shares to specific targets will further enhance the company's capital strength and optimize the balance and liability structure. ② As of September 2023, the production line renovation of Youyan New Materials Changping Plant has been completed. The current production capacity is 35,000 units/year. The Dezhou base plans to expand production capacity by 43,000 units. It was officially put into operation in September 2023, and production capacity is gradually climbing.
Major asset restructuring! Zhuye Group plans to “swallow” 1,271 billion yuan and risk that profits on the smelting side of the Minmetals and Copper Industry will expand or fall
① In order to expand the smelting capacity of non-ferrous metals, Zhuye Group plans to use 1,271 billion yuan to collect 100% of the shares in Minmetals Copper. ② In recent years, production and sales in the Minmetals Copper Industry have been booming, but as future copper concentrate supply may show a trend of tightening and tightening, the corresponding smelting and processing costs may fall back. ③ A reporter from the Financial Association News Agency learned from industry interviews that at present, Minmetals Copper has “stable sales channels, and products are not worried about selling.”
WHAT HAPPENED? Many stocks rose collectively at the end of the session, and foreign investors bought nearly 14 billion dollars
The adjustment results of many indices such as the MSCI China Index officially came into effect after the market, and many stocks such as China's Shenhua, Yuantong Express, Junshi Biotech, and Guangzhou Automobile Group rose at the end of the session.
How to invest in semiconductors 2022?
Looking ahead to the direction of semiconductor investment in 2022, we think there are two relatively certain main lines: localization and electrification.
Express News | A-share afternoon comment: the gem index rebounded by 1.51%, with northward capital inflows of nearly 10 billion in half a day.
77.7 billion capital competes for 20 shares: main capital focuses on 9 shares (list)
On December 22, it was reported that the three major indices collectively opened higher, then the trend diverged. The Shanghai Index continued to consolidate weakly, while the Shenzhen Index and the GEM Index consolidated their red market. On the sector side, metaverse concept stocks continue to be strong, driving sectors such as NTF concepts, virtual digital people, and cloud gaming to rise. Sectors such as traditional Chinese medicine and gas continue to rise, and sectors such as tobacco, EDR concepts, and consumer electronics have strengthened; recently, popular real estate stocks have pulled back sharply, and green electricity, shipping, Beijing Stock Exchange concepts, steel, securities and other sectors have weakened. Overall, the pattern of strength between Shenzhen and Shanghai is quite obvious. Individual stocks have had mixed ups and downs, and the profit effect is average. The transaction between the two markets broke for the 44th consecutive trading day
News flash: semiconductor chip stocks strengthen Jingfang technology to pull up the sealing board
December 22 news, semiconductor chip stocks strengthened. As of press time, Jingfang Technology pulled up the sealing board, quartz shares, San'an Optoelectronics, Jiangfeng Electronics, Ruixin Micro, Core friend Micro and so on. CITIC said that the localization of the semiconductor industry chain is imperative, EDA can be independently controlled and accelerated, and the new downstream scene broadens the space for the development of EDA, bringing new opportunities for industrial investment. It is expected that the medium-term size of China's EDA market is expected to exceed 30 billion yuan, supporting the trillion-class semiconductor industry. With the improvement of product capacity, the abundance of IP products and the improvement of industrial ecology, domestic power is expected to rise rapidly. Focus on the leader of the leading manufacturers in the field of EDA
News flash: meta-universe concept stock continues to be active Roman shares, Baoying shares trading limit
December 22 news, the meta-universe concept unit continues to be active. As of press time, Roman shares, Baoying shares, Cosmos construction rose by the limit, Xuanya International rose by more than 11%, Capital online, Hengxin Oriental, Changxin Technology and so on rose. On the news side, Shanghai guides enterprises to step up their research on the important platform for the interaction between the future virtual world and the real society, and cut in at the right time; Baidu, Inc. released the first domestic meta-universe product "Xiyang" officially opened for targeted internal testing.
Express delivery of evening announcement of listed companies on December 17
* ST HNA: suspected of violating the law and regulations by the Securities Regulatory Commission * ST HNA (600221) announced on the evening of December 17 that the CSRC decided to file a case against the company on suspicion of illegal information disclosure. Capital shares: main business does not involve hydrogen energy battery industry Beijing shares (600860) issued a change announcement on the evening of December 17, the company's main business has not changed, it is still gas storage and transportation equipment manufacturing, does not involve the hydrogen energy battery industry, and the sales income of the company's hydrogen storage bottles and other related products is relatively small compared with other main products of the company, and its contribution to the company's performance is limited.
CITIC: give Changxin Technology to buy the initial rating, the target price of 16 yuan.
CITIC: give Changxin Technology to buy the initial rating, the target price of 16 yuan.
Research on rare Earth: Xiongan rare Earth has made progress in the field of new rare earth halide solid electrolyte materials.
According to Youyan rare Earth's official WeChat today, Xiongan rare Earth, a subsidiary of Youyan rare Earth, aims at the forefront of solid electrolyte research. United Automobile Power Battery Research Institute Co., Ltd., you Research Institute, University of Western Ontario, Canada and other units have carried out the design and preparation of new rare earth halide solid electrolyte materials and made outstanding progress. At present, a variety of Y-based and Yb-based high performance rare earth halide solid electrolyte materials have been successfully developed, among which the fluorinated Y-based solid-state electrolyte has a room temperature ionic conductivity of 1.8 mS/cm and shows a good match with the lithium metal negative electrode. Yb-based solid-state electrolyte room temperature ion
Semiconductor sector continues to decline
Tongfeng Electronics is close to the limit, while shares of Starr Semiconductor, Honkawa Intelligence, Core Guide Technology, Zhongfu Circuit, Lion Micro, Ashi Chuang and Kexiang are down more than 5%.
Oriental Tantalum Industry: receipt of Administrative penalty decision from Environmental Protection Department
Oriental Tantalum Industry (000962) announced on the evening of December 2 that the company recently received a "decision on Administrative punishment" issued by the Ecological Environment Bureau of Shizuishan City, which violated the relevant regulations on the disposal of methyl isobutyl ketone raw material barrels. The company was imposed the following administrative penalties: first, to immediately correct environmental violations; second, to impose a fine of 200000 yuan. Oriental Tantalum said it no longer disposed of methyl isobutyl ketone waste barrels as ordinary scrap iron after October 2019.
[opportunity Mining] China's wind power grid-connected capacity ranks first in the world for 12 years in a row.
According to CCTV news, it has been learned from the National Energy Administration that up to now, China's wind power grid-connected installed capacity has reached 300.15 million kilowatts, breaking through the 300 million kilowatt mark, double that at the end of 2016, 1.4 times that of the European Union at the end of 2020 and 2.6 times that of the United States. it has ranked first in the world for 12 consecutive years. At present, wind power accounts for about 13% of the country's total power installation, and electricity generation accounts for about 7.5% of the total social electricity consumption, an increase of 0.3 and 1.3 percentage points respectively compared with the end of 2020. The contribution of wind power to the national power supply is not.
CITIC: it is estimated that the average installed capacity of wind power will reach 55GW in 2021-2025
CITIC research newspaper pointed out that after the rush installation and low tide, the wind power industry still maintains a high bearing under the background of the dual-carbon strategy, and the average wind power installation is expected to reach 55GW in 2021-2025, with a CAGR of 11.8%, maintaining rapid growth. The trend of large-scale wind turbine blades promotes changes in the supply side of core materials, and blade technology iteratively enhances the demand for material performance. The import of key materials for the manufacture of wind turbine blades is highly dependent, and some enterprises are accelerating the layout, so localization is imperative. Jilin carbon Valley, Longhua Technology, Subot, Sinopec, Chinese Stonehenge, Singles Technology and Shanghai Petrochemical are recommended, and Jilin Chemical Fiber and Morning are recommended.
The rare earth permanent magnet plate quickly rebounded with Yiluohua 5 connecting plate at the opening of the market.
Yinglohua trading achieved 5 consecutive boards, Hengdian East Magnetic, Zhenghai Magnetic Materials, Antai Science and Technology, Guangsheng Nonferrous, China Science and Technology third Ring Road, Ningbo Yun Sheng and other top gainers.
24 shares have gained more than 20% from mainland shares. Green Power has the largest increase.
Securities Times Network News, Wind statistics show that as of November 26, a total of 596 stocks have been increased positions. Among them, a total of 24 shares increased by more than 20% month-on-month, and Green Power had the biggest month-on-month increase. Lu Shitong recently held 1.6322 million shares, with a month-on-month increase of 168.8%. There are also stocks such as Xiexin Energy Co., Ltd., Antai Technology, Guangzhou Airlines, Haoyue Care, New Natural Gas and so on.
30 shares gained the largest increase in Longhua Technology by more than 20%.
Securities Times Network News, Wind statistics show that as of November 25, a total of 733 stocks have been increased positions. Among them, a total of 30 shares increased by more than 20% month-on-month, and Longhua Technology had the biggest month-on-month increase. Lu Shitong recently held 8.6011 million shares, with a month-on-month increase of 57.67%. There are also Corey Technology, Nanjing Panda, Penghui Energy, Capital online, Ofei data and other stocks.
News flash: the rare earth permanent magnet plate bottomed out and rebounded by the daily limit of Yinglohua.
November 25 news, rare earth permanent magnet plate bottoming out rebounded. As of press time, Yinglohua trading limit, Zhenghai Magnetic material, Huayang New material, Earth Bear, Ningbo Yunsheng, Antai Technology and so on. Shanxi Securities said that the rare earth sector led the gains for two consecutive days, with stocks such as northern rare earths and Minmetals rare earths rising more than 7%, or mainly driven by stronger downstream demand. Rare earth production and inventory levels have declined since September. Under the influence of double control of energy consumption and high import prices, the tight pattern of rare earth supply is difficult to change. Therefore, the rare earth plate may have better medium-and long-term layout value, which should be paid attention to continuously.
Quanzhou approved to set up National Engineering Research Center for High efficiency Solar Cell equipment and Technology
Recently, the National Development and Reform Commission approved the establishment of a national engineering research center for high-efficiency solar cell equipment and technology in Quanzhou, according to the Quanzhou Development and Reform Commission. This is a major breakthrough in the construction of a high-level innovation platform in Quanzhou. The center will be led by Fujian Jinshi Energy Co., Ltd., together with six institutions of higher learning, including Nankai University, Peking University, Shanghai Jiaotong University, Xiamen Institute of rare Earth Materials, Fujian Institute of Metrology, and seven upstream and downstream enterprises, including Junshi Energy, Xinfeng two-dimensional Materials, Xiexin Group, Ashichuang, etc., with a plan to build "one center and two bases", that is, the headquarters of the Engineering Research Center and high efficiency.