must-read before the market: huawei's three-fold screen mobile phone is officially released; wuxi apptec plans to repurchase shares for 1 billion yuan
2024-09-11
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economic calendar:
14:00 uk july seasonally adjusted trade balance
20:30 us august cpi annual rate is not seasonally adjusted
on tuesday local time, the three major u.s. stock indexes closed with mixed gains and losses, with the dow jones industrial average down 0.23%, the s&p 500 up 0.45% and the nasdaq up 0.84%.
large technology stocks were mixed, with apple down 0.36%, amazon up 2.37%, netflix down 0.27%, google down 0.03%, facebook flat, and microsoft up 2.09%.
airline stocks fell across the board, with boeing down 1.73%, american airlines down 2.05%, delta air lines down 0.63% and southwest airlines down 1.63%.
energy stocks fell across the board, with exxon mobil down 3.65%, chevron down 1.48%, conocophillips down 1.52%, schlumberger down 2% and occidental petroleum down 1.1%.
popular chinese concept stocks rose and fell, with funlife technology up 306.6%, lightinthebox up 37.25%, dingdong maicai up 10.76%, ruineng new energy up 10.05%, 21vianet up 9.35%, and yatsen e-commerce up 6.02%. in terms of decline, singularity future fell 32.16%, yunji fell 9.07%, tencent music fell 4.93%, and tiger securities fell 4.66%. new energy vehicle stocks rose and fell, with nio down 1.53%, xpeng motors up 2.58%, and li auto up 3.87%.
►►according to cctv news, the 11th session of the 14th national people's congress standing committee held its first plenary session in the great hall of the people in beijing on the morning of the 10th. the meeting reviewed the state council's proposal to submit for deliberation the draft decision on the implementation of a gradual delay in the statutory retirement age.
►►the draft energy law was submitted to the national people's congress standing committee for a second review on the 10th. the second draft further promotes the green and low-carbon transformation of energy, and adds provisions for the development and utilization of renewable energy such as wind energy, solar energy, biomass energy, geothermal energy, ocean energy, and hydrogen energy.
►►according to cctv news, statistics from haikou customs show that since the implementation of hainan's offshore duty-free "buy now and pick up now" policy on april 1, 2023, as of september 9, 2024, haikou customs has supervised a total amount of 5.03 billion yuan in duty-free shopping through the "buy now and pick up now" pickup method, with 2.55 million shoppers and 5.71 million items purchased.
►►the china automotive power battery industry innovation alliance released data showing that in august, my country's installed capacity of power batteries reached 47.2gwh, up 13.5% from the previous month and 35.3% from the previous year. among them, the installed capacity of ternary batteries reached 12.1gwh, accounting for 25.7% of the total installed capacity, up 6.8% from the previous month and 12.3% from the previous year; the installed capacity of lithium iron phosphate batteries reached 35.0gwh, accounting for 74.2% of the total installed capacity, up 16.1% from the previous month and 45.6% from the previous year.
►►according to the china charging alliance, the number of public charging piles in august 2024 increased by 54,000 compared to july 2024, a year-on-year increase of 43.6%. as of august 2024, the member units of the alliance reported a total of 3.263 million public charging piles, including 1.461 million dc charging piles and 1.801 million ac charging piles. from september 2023 to august 2024, the average monthly increase in public charging piles was about 83,000.
►►huawei's three-fold screen mobile phone - huawei mate xt extraordinary master was officially released. the 256gb version is priced at 19,999 yuan, the 512gb version is priced at 21,999 yuan, and the 1tb version is priced at 23,999 yuan. it will be officially launched at 10:08 on september 20.
►►on september 10, local time, apple lost the irish tax case at the eu supreme court, which means apple will pay up to 13 billion euros in taxes. on the same day, google was fined 2.4 billion euros by the eu for abusing its monopoly power to suppress competitors.
►►according to the u.s. agricultural information network agdaily on the 10th, an animal anthrax epidemic has occurred in wyoming, the united states, and relevant departments are taking measures to control the spread of the epidemic.
wuxi apptec: plans to repurchase shares for rmb 1 billion for cancellation and reduction of registered capital
wuxi apptec announced that the company plans to repurchase shares with its own funds, with a total amount of 1 billion yuan, and the repurchase price will not exceed 61.02 yuan per share, to maintain the company's value and shareholders' interests. the repurchase will be implemented through the shanghai stock exchange system in a centralized bidding transaction, and the period will not exceed 3 months from the date the board of directors approves the plan. the estimated number of repurchased shares is approximately 16.3881 million shares, accounting for 0.56% of the company's total issued share capital. after the repurchase is completed, the company will cancel the repurchased shares and reduce the registered capital.
cross-border link has been on the board for 4 consecutive days: there is still significant uncertainty as to whether the company will enter the pre-reorganization and reorganization procedures
cross-border communication issued an unusual announcement. after self-examination, the company did not violate the fair disclosure of information. on may 12, 2023, the company received a "notice letter" from the applicant yin jie. the applicant applied to the taiyuan intermediate court for reorganization of the company on may 10, 2023, on the grounds that the company could not repay its due debts and obviously lacked the ability to repay, but still had the value of reorganization. at the same time, it applied for pre-reorganization filing registration. as of the disclosure date of this announcement, the company has not received any relevant notice or ruling from the taiyuan intermediate court on the applicant's application for company reorganization and pre-reorganization matters. whether the applicant's application will be accepted by the court and whether the company will enter the pre-reorganization and reorganization procedures is still subject to significant uncertainty.
dafu technology has been listed for two consecutive days: the actual controller of the company may change
dafu technology released an unusual announcement. on september 9, 2024, the company disclosed the "announcement on the progress of the reorganization of the controlling shareholder and the court's approval of the reorganization plan". if the "draft merger and reorganization plan" is implemented, peitian group's equity in dafu technology will be reduced from 42.51% to 25%, and the company's controlling shareholder will still be peitian group. peitian group's own 100% equity will be adjusted to be held by the converted creditors, resulting in a change in the company's actual controller.
yangpu medical has been listed for two consecutive days: the business of its equity-holding subsidiary does not include the development and application of human stem cells, genetic diagnosis and treatment technologies
yangpu medical announced that its current shareholding subsidiary hangzhou kangdai sirui biotechnology co., ltd. is a foreign-invested enterprise that mainly engages in the research and development, production, sales and technical services of poct molecular diagnostic instruments and supporting reagents. its business does not include the development and application of human stem cells, genetic diagnosis and treatment technologies.
guozhong water affairs, which has been listed for two consecutive days, said that the company's proposed acquisition of zhuji wenshenghui's equity is still in the preliminary planning stage.
guozhong water affairs issued an unusual announcement, stating that the equity acquisition of zhuji wenshenghui by the company is still in the preliminary planning stage. whether the relevant matters can be finally implemented and the specific progress of implementation are subject to significant uncertainty. the final transaction method and equity ratio of the transaction need to be further negotiated and determined by the parties to the transaction after the completion of the audit and evaluation, and shall be subject to the formal agreement signed by all parties. it will not have a significant impact on the company's business activities in the short term.
shengang securities:under the influence of the short-term downward inertia, it is expected that there will be no major changes. the market may gradually come into the field of vision of left-side traders, but the harvest may take some time.
guosen securities:according to cinno data, the total sales volume of foldable screens in china in 2q24 was 2.62 million units, a year-on-year increase of 125%, making it the fastest growing smartphone segment. screens and hinges are the key components that distinguish foldable phones from non-foldable phones. the prospects for hinges, utg, oled and other segments are broad.
china galaxy securities:the monetary policy framework continues to be optimized, and the deployment of the "five major articles" is being promoted, focusing on key areas to increase support and guide the optimization of bank credit structure. the orientation of preventing and resolving financial risks remains unchanged, which is beneficial to the improvement of bank asset quality and risk expectations. in the current asset shortage environment, the dividend value of the banking sector is optimistic.
(this article comes from china business network)
