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NetEase Finance, August 5th Affected by the sharp drop in Asia-Pacific stock markets,A sharesThe three major indexes opened lower collectively.Shanghai Stock IndexOpened 0.55% lower,Shenzhen Component IndexOpened 0.91% lower,gemThe index opened 1.04% lower, with computing power, consumer electronics and other sector indices leading the decline.

company news:

Tasly: ​​The company's controlling shareholder will be changed to China Resources Sanjiu and the stock will resume trading

Tasly announced that the company's controlling shareholder Tasly Group and its persons acting in concert intend to transfer a total of 28% of the company's shares to China Resources Sanjiu through an agreement transfer, with a transfer price of RMB 14.85 per share and a total transfer price of RMB 6,211,844,129.70. In addition, Tasly Group agreed to give up the voting rights corresponding to its 5% Tasly shares after the registration date of the shares transferred to China Resources Sanjiu, so that the proportion of voting rights controlled by it does not exceed 12.5008%. At the same time, Tasly Group also intends to transfer 5% of the company's shares held by it to Guoxin Investment. After the transaction is completed, the company's controlling shareholder will be changed to China Resources Sanjiu, and the actual controller will be changed to China Resources.

Industrial Foxconn's performance report: net profit in the first half of the year increased by 22.04% year-on-year

Foxconn Industrial Internet released its 2024 semi-annual performance report, achieving operating revenue of 266.09 billion yuan, a year-on-year increase of 28.69%, and net profit attributable to shareholders of listed companies of 8.74 billion yuan, a year-on-year increase of 22.04%.

Shanzi Hi-Tech Co., Ltd.: The company's operating conditions and internal and external operating environment have not undergone or are expected to undergo major changes

Shanzi Hi-Tech announced that the cumulative increase in the closing price of the company's stock for two consecutive trading days (August 1, 2024 and August 2) has deviated by more than 20%, which is an abnormal fluctuation in stock trading. The company's board of directors has paid attention to, consulted, self-checked and verified that there is no need to supplement or correct the information disclosed by the company, and there is no or is no major change in the company's recent operating conditions and internal and external operating environment. The company, the controlling shareholder and the actual controller have no major events that should be disclosed but have not been disclosed, or major events in the planning stage.

Huaya Intelligent: The restructuring matter was approved by the Shenzhen Stock Exchange's Merger and Acquisition Restructuring Review Committee

Huaya Intelligent announced that the company intends to purchase 51% of the equity of Suzhou Guanhong Intelligent Equipment Co., Ltd. held by four counterparties, Kuai Haibo, Xu Jun, Xu Fei and Liu Shiyan, through the issuance of shares and payment of cash, and at the same time issue shares to no more than 35 specific objects to raise matching funds. The matter has been approved by the Shenzhen Stock Exchange Merger and Acquisition Review Committee, but it still needs to obtain the approval of the China Securities Regulatory Commission for registration before it can be implemented.

Watson Bio: Bivalent HPV vaccine passes WHO PQ certification

Watson Bio announced that Yuxi Zerun Biotechnology Co., Ltd., a wholly-owned subsidiary of Shanghai Zerun Biotechnology Co., Ltd., a holding subsidiary of the company, recently received an official notification from the World Health Organization, confirming that the bivalent human papillomavirus vaccine (Pichia pastoris) independently developed and produced by Zerun Biotechnology has passed the WHO Prequalification. The bivalent HPV vaccine is suitable for preventing cervical cancer and other diseases caused by high-risk HPV16 and 18 in women.

Shenzhen Konka A: The company's recent operating conditions are normal and there are no major events that should be disclosed but have not been disclosed.

Shenzhen Konka A announced that the closing price deviation of the company's A-shares on August 1, 2024 and August 2, 2024 for two consecutive trading days exceeded 20%, which is an abnormal fluctuation in stock trading. After verification, the company's recent business conditions are normal, and there have been no major changes in the internal and external business environment. The company, the controlling shareholder and the actual controller have no major matters that should be disclosed but have not been disclosed, and there are no major matters in the planning stage.

Kemet Gas: Anqing Kemet CO2 unit shutdown and maintenance completed and resumed production

Kemet Gas announced that on August 4, the carbon dioxide unit of its wholly-owned subsidiary Anqing Kemet Gas Co., Ltd. had completed maintenance and passed safe operation, and has now entered normal production status.

Huadong Medicine: Subsidiary signs exclusive product commercialization cooperation agreement

Huadong Medicine (Hangzhou), a wholly-owned subsidiary of Huadong Medicine, signed a cooperation agreement with ImmunoPharma, obtaining the exclusive commercialization rights of ImmunoPharma's CD19-targeted autologous CAR-T candidate product IM19 in mainland China. Huadong Medicine (Hangzhou) will pay a down payment of RMB 125 million, as well as registration and sales milestone payments of up to RMB 950 million.

4 days and 3 boards StarNet Yuda: The company's satellite communication, inertial navigation, etc. are key technologies for unmanned driving

StarNet Yuda disclosed an announcement on abnormal fluctuations in stock trading. To ensure sustainable development, the company will continue to increase its investment in the civilian field and seize the development opportunities in three directions: low-altitude economy, low-orbit interconnection, and autonomous driving. In terms of devices, the company's satellite communications, inertial navigation, optoelectronic pods, radars, etc. are all key technologies for unmanned driving; in terms of complete vehicles, the company can provide technical support for unmanned driving in the directions of navigation, measurement and control, and can also realize path planning, automatic tracking, self-map building and other functions, which are suitable for structured roads and unstructured roads. With the growing demand for products such as inertial navigation in the field of unmanned driving, it will have a positive impact on the company's future performance. However, there are still many uncertainties in the large-scale application and promotion of related products.

Ketuo Bio: Signed a strategic cooperation agreement with Runhe Supply Chain Group

Ketuo Bio announced that the company signed a "Strategic Cooperation Agreement" with Runhe Supply Chain Group Co., Ltd. on August 2, 2024. The agreement is a strategic framework agreement and does not involve a specific transaction amount. According to the agreement, all of the company's pet-related raw materials will be sold through Runhe Supply Chain Group or its designated subsidiaries, with a target sales total of RMB 500 million.

Institutional Views:

CITIC Securities: Policy measures still need to be implemented and price signals still need to be waited for

Looking ahead to August, policies will enter the implementation stage, price signals have not yet reached a turning point, and the market still lacks incremental funds. However, A-shares are relatively safe amid the turmoil in global high-risk assets. It is expected that the market will continue to bottom out, and the major turning point in the annual market will only appear after price signals become clear.

Minsheng Securities: The resilience of physical assets will be revealed and elasticity will return

The US economic growth expectations are gradually facing a situation where headwinds and resilience coexist: fiscal policy, one of the driving forces, is still expected to support the economy from experiencing a significant recession, but the expectation that the technology industry will bring new momentum to economic growth may have been falsified. For resource stocks, the slowdown in physical demand led by the United States has lasted for two months, and will bottom out after this expectation is fulfilled. As the recession trade is coming to an end, when the next scenario of interest rate cuts really begins, the US economy has a certain degree of resilience, and the rise in global manufacturing activities and the recovery of China's physical demand will be important catalysts for the second rebound of commodities.

Huatai Securities: The subsequent key window period may be in September

In the middle of last week, the market rebounded in a pulsed manner under policy trading, but whether the rebound trend can continue or not still needs to be watched. In the peripheral market, the recession trading has strengthened recently, but there is no sign of foreign capital flowing into Chinese assets, and the re-allocation of foreign capital may still need to be observed. In the absence of economic data falsification in the short term, the general direction of the recession trading is difficult to reverse, and the subsequent key window period may be in September.

Industrial Securities: Overseas turmoil further confirms the approach of the "August turnaround"

At present, there are some new changes in the market, which further confirm the judgment of "turnaround in August". With the recent increase in overseas volatility, the "high-low cut" of global assets and the appreciation of the RMB, Chinese assets have gradually welcomed the increase in overseas funds, and core assets will also be supported by new driving forces.

China Merchants Securities: The turning point of domestic demand policy has appeared

Looking ahead to August, with the convening of the Third Plenary Session of the 18th CPC Central Committee and the Political Bureau meeting on July 30, as well as the signs of marginal weakening of external demand, the turning point of domestic demand policy has appeared. Starting from the second half of the year, the weak domestic demand environment has gradually ushered in a turning point. The semi-annual reports of listed companies will be disclosed, and the overall performance is expected to stabilize.