Interpretation of the Dragon and Tiger List, Taobao Village Research Report, Market Outlook and Operational Strategies Market Outlook and Operational Strategies 10.08 On September 30, there was no National Day holiday red on the last trading day before the holiday. The themes include oil and gas energy stocks, pork stocks, ST, below
Before a gain, the Shanghai and Shenzhen stock markets closed down one line.
As of the close, the Shanghai Composite Index fell 0.92% to 2905.19 points, down 1.08% to 9446.24 points, and the GEM fell 1.21% to 1627.55 points.
The total transaction volume of the two cities was 352.5 billion yuan, a decrease of 45.2 billion yuan from the previous trading day.
On the market, fuel ethanol, pork, animal vaccines and other sectors were among the top gainers; consumer electronics, financial media, integrated circuit concepts and other sectors were among the top losers.
The strategic perspective remains unchanged.
We must have love for the market.
However, it is the best policy to continue to calmly maintain awe of the market and watch the fire from the sidelines.
Only after a complete decline can you have the opportunity to look at the short term.
for reference only.
Data show that Beijing’s net outflow of funds was 96.84 million yuan on September 30.
Among them, Wuliangye sold 448 million yuan and Kweichow Moutai sold 145 million yuan.
In September, Beijing, Shanghai and Guangzhou saw a net capital inflow of 65.298 billion yuan, setting a record for the largest net inflow in a single month.
According to statistics, as of September 27, there were 56 new equity funds in the first three quarters of this year, with a fundraising scale of 98.261 billion yuan.
66 hybrid funds (including FOF) were issued, raising funds of 56.352 billion yuan.
It is estimated that the above-mentioned issuance will bring in incremental funds of hundreds of billions.
Research Report Taobao Village Information Selected Oil and gas exploration is expected to make major discoveries one after another. The industry is ushering in new space. In terms of companies, Petrochemical Machinery (000852) is Sinopec Group’s only oil and gas technology equipment R&D, manufacturing, and technical services listed platform. Jerry Holdings (002353) ranks first
Ranking first in domestic oil and gas equipment, its net profit in the first half of the year increased by 1.68 times year-on-year.
The Ministry of Education will cooperate with the Securities Regulatory Commission, the Central Bank and others to build a policy system to support the development of online education. Among A-share companies, Hengqi Education, a subsidiary of Kaiyuan Holdings (300338), is my country's main O2O vocational education institution. The online education business field ranges from finance and economics to , Self-study examination is extended to IT, design, professional qualification certificates, etc.
Fangzhi Technology (300235) has developed a rich learning APP application matrix product cluster, completed full coverage of each APP application end, and built a 2B2C2O multi-directional service platform in the K12 online education vertical field.
This year’s Nobel Prize in Physiology and Medicine announced that the major strains related to the field of Hualuo cells sensing oxygen include Anke Biotechnology (300009), Zhongyuan Xiehe (600645), Hokuriku Pharmaceutical (300016), etc.
Announcement Selected Plans to Invest US$3.59 Billion in Yangtze Power (600900) South American Power Distribution Project. The company plans to bid for the Peruvian power distribution and other assets of Sempra Energy, a company listed on the New York Stock Exchange, through its wholly-owned subsidiary Yangtze Power International.
The target assets are 100% of SAB's shares held by Sempra Netherlands and approximately 50% of POC's shares.
The state-owned shares of YOFC (601869), the major shareholder of YOFC, were transferred to Poly Group, which took over China and transferred 100% of the newly held shares of CEFC China to Poly Group for free.
After the free transfer is completed, CEFC China will become a wholly-owned subsidiary of Poly Group.
After the completion of this free transfer, Poly Group acquired 100% of the shares of CEFC China and indirectly held 179,827,794 shares of YOFC Optical Fiber through CEFC China, accounting for 23.73% of the total share capital of YOFC Optical Fiber.
As of the announcement date, Poly Group does not directly hold shares in YOFC and has no plans to increase capital or dispose of existing equity shares in the next 12 months.
The net profit of Tianbang Shares (002124) in the first three quarters was 370 million yuan-380 million yuan, a year-on-year increase of more than 8 times. The net profit in the first three quarters of 2019 is expected to be 370 million yuan-380 million yuan, a year-on-year increase of 819%-844%.
Net profit is expected to be 2.66 million yuan to 12.66 million yuan in the first three quarters of 2019, a year-on-year decrease of 90% to 98%.
Affected by the African swine fever epidemic, the company's pig breeding business suffered a loss of 296 million yuan in the first quarter and a loss of 66 million yuan in the second quarter.
With the increase in pig prices and the improvement of biosecurity prevention and control measures in the first three quarters, the profit level of the company's pig breeding business will increase significantly. It is expected to generate a net profit of approximately 200 million yuan in the first three quarters.
Risk Warning: Please see——————————————————Financial Insights 1. Maoyan data: The total number of movies “My Motherland and Me”, “Captain of China” and “The Climber”
The box office reached 5 billion yuan, setting a box office record during the National Day Golden Week, a year-on-year increase of 162%.