Special topic: A-share ups and downs The organization expects that the stock index will remain volatile in the future
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On April 25, it was reported that the Shanghai Composite Index rose 0.27%, and fell 0.04% in the afternoon when the index was flat. In terms of sectors, the chemical sector broke out, and PEEK materials led the rise, Huiyun Titanium Industry 、 Nanjing Julong 20cm trading limit, Lubei Chemical 、 Shilong Industry (Rights protection) 、 Anada Equal trading limit; The weight-loss drug sector continues to be strong, Changshan Pharmaceutical Trading cap; The logistics sector became stronger after shocks, Shentong Express Intraday trading limit. In terms of decline, the military industry stocks corrected throughout the day, North Motech Touching the limit; The household appliances sector has weakened collectively, BYE Shares Drop limit; Humanoid robot Plate subsidence adjustment, Weifeng electron Losses were led by losses of more than 7%. On the whole, individual stocks rose more than fell, with more than 2900 stocks rising.
By the end of the day, the Shanghai Index had risen 0.27% to 3052.90; The Shenzhen Composite Index rose 0.14% to 9264.48 points; It hit 1764.73, down 0.04%.
On the panel, the titanium dioxide concept, PEEK materials and dyes sectors led the increase, while the defense and military industry, Huawei Euler and kitchen and bathroom appliances sectors led the decline.
Hot spots:
1. Slimming pills
Changshan Pharmaceutical Borui Pharmaceutical (Rights protection) 、 Boji Medicine 、 Haoyuan Medicine Many other stocks were active.
On the news side, Changshan Pharmaceutical announced that its holding subsidiary Changshan Kaijiejian Biological Drug Research and Development (Hebei) Co., Ltd. (hereinafter referred to as "Changshan Kaijiejian") had recently received the Notice of Acceptance issued by the State Drug Administration, and the drug marketing license for albenatide injection submitted by Changshan Kaijiejian (Analyst Jin Qilin) The application was accepted by the State Food and Drug Administration.
According to the announcement, albenatide is a long-acting glucagon like peptide-1 receptor agonist (GLP-1RA), which is a new stable compound formed by combining exenatide with recombinant human serum albumin after chemical modification using drug affinity conjugation (DACTM) technology, and is injected once a week. Ibenatide is a Class 1 innovative drug developed and registered by Changshan Kaijiejin, which is used to treat type 2 diabetes. GLP ⁃ 1RA plays a hypoglycemic role by activating the glucagon like peptide-1 (GLP ⁃ 1) receptor to stimulate insulin secretion and inhibit glucagon secretion in a glucose concentration dependent manner, while increasing glucose uptake in muscle and adipose tissue, inhibiting the production of liver glucose, and inhibiting gastric emptying and appetite.
2. Chemical raw materials
Huiyun Titanium, Nanjing Julong Renxin New Material , Lubei Chemical, etc.
On the news side, Huiyun Titanium Industry recently disclosed its annual report that in 2023, the company's titanium dioxide sales volume will exceed 100000 tons, reaching 107000 tons, with a year-on-year growth of 28.16%; The operating revenue was 1.652 billion yuan, up 9.22% year on year; The net profit attributable to the owners of the parent company was 41.038 million yuan, up 189.59% year on year. The company said that in 2023, facing the complex and changeable market, the company actively took measures to deal with it. The production and sales of its main product titanium dioxide powder increased year on year, and the annual business performance achieved growth.
The report of the first quarter of 2024 disclosed by Nanjing Julong yesterday evening shows that during the reporting period, the company achieved operating revenue of 449 million yuan, up 39.64% year on year; The net profit attributable to shareholders of the listed company was 22.8578 million yuan, up 87.52% year on year.
The first quarter report of Lubei Chemical showed that during the reporting period, the company realized an operating income of 1.538 billion yuan, up 39.08% year on year; The net profit attributable to shareholders of the listed company was 50.5414 million yuan, up 3131.39% year on year. The company said that its revenue and net profit increased in the first quarter, which was mainly due to the increase in the year-on-year revenue of titanium dioxide products and alkane chloride products in the current period.
Message side:
1、 [The launch capacity of the new configuration of the Long March 8 series launch vehicle was increased to 7 tons] Aerospace science and technology On April 25, the Group released the new configuration of the Long March 8 series carrier rocket in Wuhan, which was named Long March 8A carrier rocket. The new configuration of the Long March 8 series rocket released today has two boosters, whose carrying capacity has been increased from 5 tons to 7 tons, and the fairing diameter is larger, which can complete the launch mission of more specifications and loads. Long March 8 series rockets are China's new generation of medium and low orbit launch vehicles. At present, three launch missions have been completed and 16 orders have been signed. The types of orders cover major national projects, commercial aerospace and other fields, and will be the main force of China's commercial space launch services in the future.
2、 [The State Administration of Financial Supervision and Administration of the People's Republic of China: provide appropriate insurance protection schemes around low altitude economy and other fields] The State Administration of Financial Supervision and Administration issued guidance on promoting high-quality development of green insurance. It is proposed to promote green and low-carbon development of transportation. Focusing on the development of new energy vehicles, intelligent connected vehicles, rail transit and other fields, provide insurance guarantee for R&D, manufacturing, application and other links. Provide appropriate insurance guarantee schemes around low altitude economy, multimodal transport, green distribution and other fields. Provide comprehensive risk assurance scheme for planning, construction, operation and maintenance around the construction of green transportation infrastructure.
3、 【 Ningde era Released Shenxing PLUS battery charging for 10 minutes, 600km endurance] At the 2024 Beijing Auto Show, Gao Huan, CTO of the domestic passenger car business unit of Ningde Times, said that the Shenxing battery of Ningde Times had been launched in six models and would continue to cooperate with the launch of more than 50 new models this year. At the same time, it released the Shenxing PLUS battery, with a range of more than 1000 kilometers, 10 minutes of charging, and a range of 600 kilometers. In addition, Ningde Times announced the official launch of the construction of the Shenxing overcharge network.
4、 [The pre-sale of Xiaopeng Huitian "Land Aircraft Carrier" split flying car will start in Q4 2024] At the 2024 Beijing Auto Show on the 25th, we learned from the Xiaopeng Auto Booth that the Xiaopeng Huitian "Land Aircraft Carrier" split flying car will be pre-sales in Q4 2024, and the new brand MONA will be officially launched in June.
Institutional perspective:
Founder Securities It was pointed out that the left and right directions of the policy and the capital determine the height. Under the guidance of the new "National Nine Rules" policy, with the disclosure of the annual report and the first quarterly report nearing the end, the market risk appetite has been re improved, the structure has been fully adjusted in April, and the structural valuation has been in place, the market situation in May and June that we have always stressed is worth looking forward to, The market is expected to break through upward and go straight to 3400 points under the leadership of "mass entrepreneurship and innovation" and the strengthening of small and medium-sized market capitalization. Seize the opportunity to re enhance risk appetite, grasp the window of structural adjustment, speed up the adjustment of position structure, insist on scientific and technological growth, dance with the wind, tread the waves, and not be affected by short-term fluctuations in the market. In terms of operation, we should light the index, focus on individual stocks, adjust the structure, pay attention to investment opportunities such as AI, semiconductor, electronics, military industry, innovative medicine, new energy, securities firms, and urban commercial banks on bargain hunting, avoid the risk of making up for decline in high-ranking stocks, and avoid junk stocks and delisting risk stocks.
Huatai Securities According to the research report, since April, the volatility of major assets has significantly increased, mainly due to the US secondary inflation concerns, geographical risks, crowdedness and performance period. In the follow-up, the fund behavior is more short-term disturbance. In the context of the election year, geography may need to be concerned, and the AI scientific and technological revolution remains optimistic for a long time. The expectation of the Federal Reserve to cut interest rates and the interest rate of US bonds may be the core variables affecting global asset prices. Under the benchmark situation, the two will show a "dynamic balance". The next likely rate of the Federal Reserve is to cut interest rates rather than increase interest rates. The US inflation resilience+economic outlook is uncertain+election year+asset valuation level is not low, which undoubtedly increases asset volatility from the macro level. Underallocation pressure+issuance rhythm of ultra long bonds was lower than expected, the domestic bond market flattened the "depression", and the stock market resource goods, dividends and other early leading sectors corrected, focusing on quarterly results and holiday consumption.
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