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september 18 investment lightning rod: three companies under investigation by the csrc and two more companies to be st

2024-09-18

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introduction:cailianshe investment lightning rod on september 18, recently, the potential risk events of a-shares and overseas markets are as follows. domestic economic information includes: 1) according to the data of the national bureau of statistics, the sales prices of commercial housing in various cities in 70 large and medium-sized cities in august decreased month-on-month, and the year-on-year decline was slightly expanded overall; 2) the increase in half a year was nearly 10 trillion yuan, and "stabilizing deposits" has become a new problem for listed banks; the focus of the company includes: 1) langyuan shares were investigated by the china securities regulatory commission for suspected illegal information disclosure; 2) lianchuang shares were investigated by the china securities regulatory commission for suspected illegal information disclosure; the focus of overseas markets includes: 1) unreasonable suppression again! the united states has decided to impose tariffs on chinese products; 2) the three major u.s. stock indexes closed with mixed gains and losses, and the market is waiting for the federal reserve's interest rate decision.

economic information

1. data released by the national bureau of statistics showed that in august 2024, among the 70 large and medium-sized cities, the sales prices of commercial housing in all types of cities decreased month-on-month, and the year-on-year decline generally expanded slightly. among them, the month-on-month decline in the sales prices of newly built commercial housing in first-tier cities narrowed, and the year-on-year decline was the same as last month.

data released by the national bureau of statistics showed that from january to august, the national real estate development investment was 692.84 billion yuan, a year-on-year decrease of 10.2%; among them, residential investment was 526.27 billion yuan, a decrease of 10.5%. from january to august, the housing construction area of ​​real estate development enterprises was 709.42 million square meters, a year-on-year decrease of 12.0%. from january to august, the sales area of ​​new commercial housing was 606.02 million square meters, a year-on-year decrease of 18.0%, among which the sales area of ​​residential housing decreased by 20.4%. the sales of new commercial housing was 597.23 billion yuan, a decrease of 23.6%, among which the sales of residential housing decreased by 25.0%.

2. liu aihua, spokesperson of the national bureau of statistics, said that the urban survey unemployment rate in large cities rose slightly. in august, the urban survey unemployment rate in 31 large cities was 5.4%, up 0.1 percentage point from the previous month. the urban survey unemployment rate in the whole country and 31 large cities rose slightly from the previous month, mainly due to the concentrated departure of college graduates during the graduation season and entering the labor market.

3. under the influence of the prohibition of manual interest supplementation and the reduction of deposit quoted interest rates, in the first half of this year, the deposits of 42 a-share listed banks increased by 6.73 trillion yuan in total, a year-on-year increase of 9.67 trillion yuan. specifically, the growth momentum of the deposit scale of large state-owned banks has declined significantly, and the state-owned banks and joint-stock banks have obvious deposit losses and weak growth; regional banks have performed differently, and the deposit growth rate of the six urban and rural commercial banks in the yangtze river delta region is above 10%. industry insiders said that at present, the overall banking industry deposits are facing outflow pressure, and the deposit field continues to be fiercely competitive. against this background, the banking industry faces new issues in attracting deposits under new trends such as regular deposits. (shanghai securities news)

company warning

1. langyuan shares: the company was investigated by the china securities regulatory commission for suspected illegal and irregular information disclosure.

2. lianchuang shares: the china securities regulatory commission opened an investigation into the company for suspected illegal and irregular information disclosure.

3. *st yinjiang: the company was investigated by the china securities regulatory commission for suspected illegal and irregular information disclosure.

4. huicheng technology: the company's stock will be subject to other risk warnings.

5. caesar culture: the company’s stock trading will be subject to other risk warnings starting september 19.

6. yinghantong: shareholder nanshan astor plans to reduce its shareholding by no more than 3%.

7. weichuang electric: the controlling shareholder and persons acting in concert plan to reduce their holdings of the company's shares by no more than 3%.

8. royal group: oriental securities, a shareholder holding more than 5% of the shares, plans to reduce its holdings by no more than 3%.

9. jinji shares: chuanhao zhilian plans to reduce its holdings of the company's shares by 2%.

10. liante technology: shareholders holding more than 5% of the shares and specific shareholders plan to reduce their holdings by no more than 1.3653% in total.

11. appalachian endoscopy: shareholder appalachian plans to reduce its holdings of the company's shares by no more than 1.42%.

12. st lutong: senior executive zhuang xiaozheng plans to reduce holdings of no more than 0.36% of the company's shares.

13. dongwei technology: shareholders plan to reduce their holdings in the company by no more than 2%.

14. yongqing environmental protection: the controlling shareholder plans to reduce its holdings of the company's shares by no more than 2%.

15. tp-link software: the controlling shareholder, actual controller and persons acting in concert plan to reduce their holdings of the company's shares by no more than 3.29 million shares in total.

16. jin longyu: director and deputy general manager xia lan plans to reduce holdings by no more than 42,200 shares.

17. gaoling information: shareholder hanhu nalande plans to reduce its shareholding by no more than 2.8660%.

18. chinachem technology: shareholder zhang chuquan plans to reduce his shareholding by no more than 2.08%.

19. beike bio: shareholder wei xue ning plans to reduce his holdings of the company's shares by no more than 0.1209%.

20. huakang shares: shareholder fujian yake plans to reduce its shareholding by no more than 1.00%.

21. chutian technology: company executive lei yu was released on bail and resigned from his position as a senior manager.

22. xinshida: the company's director and former deputy general manager jin xinhai was approved for arrest on suspicion of embezzlement.

23. tianhao energy: terminates participation in the restructuring transaction of china oil and gas holdings.

24. tianmao group, which has been listed 8 times in 11 days: there are serious abnormal fluctuations in stock trading, and there is no need to correct or supplement the information previously disclosed by the company.

25. hainan haiyao, which has been on the rise for 6 consecutive days: the stock price has risen significantly in the short term, and the company's price-to-book ratio deviates from the average level of the "pharmaceutical manufacturing industry".

26. *st meishang: received the decision to delist its shares.

27. hailian financial holdings: the third-tier subsidiaries were fined and confiscated a total of 84.7084 million yuan.

28. *st tongzhou: the first instance court ruled that the company should compensate investors for losses of rmb 6.758 million.

overseas warning

1. the three major u.s. stock indexes closed mixed, with the nasdaq up 0.20%, the s&p 500 up 0.03%, hitting a record high during the session, and the dow down 0.04%, also hitting a record high during the session. the market is currently waiting for the fed's interest rate decision. large technology stocks rose across the board, with intel up more than 2%, amazon and netflix up more than 1%, apple, microsoft, tesla, google, and meta up slightly, and nvidia down more than 1%. accenture closed down 4.8%, the worst single-day performance since march. airline stocks rose, with hawaiian airlines up nearly 4% and american airlines up more than 3%.

2. on the 13th, the us government decided to significantly increase import tariffs on chinese products, including a 100% tariff on electric vehicles to strengthen protection of domestic strategic industries in the united states. a press release from the office of the united states trade representative said that some tariffs will take effect on september 27. in addition to the 100% tariff on chinese electric vehicles, the united states will also impose a 50% tariff on chinese solar cells and a 25% tariff on chinese steel, aluminum, electric vehicle batteries and key minerals. at the same time, the united states will increase import tariffs on chinese semiconductors by 50%, and this new tax rate will take effect in january 2025. two new categories of polysilicon and silicon wafers used in solar panels have been added to the semiconductor category.

3. u.s. retail sales unexpectedly grew in august, boosted by online shopping, but the mixed performance of other merchants was also drowned out. data released by the u.s. department of commerce on tuesday showed that retail purchases in august, not adjusted for inflation, grew 0.1%. the change in the previous month was also revised up to 1.1%. sales excluding cars and gasoline grew for the fourth consecutive month. five of the 13 categories reported recorded growth, while electronics and appliances, clothing and furniture declined. the e-commerce sector rose 1.4%. the decline in gas station revenue reflects the decline in gasoline prices.

(zhai zhehao, cailianshe)