Macro news:
1. Ministry of Commerce: promote the cancellation of unreasonable restrictions on second-hand car transactions
At the regular press conference held by the Ministry of Commerce today (24th), Gao Feng, the spokesman, said that the Ministry of Commerce is working with relevant departments to accelerate the development of the second-hand car market around the cancellation of the second-hand car relocation restriction policy and the facilitation of second-hand car transactions. Next, the Ministry of Commerce will promote the cancellation of unreasonable restrictions on second-hand car transactions, accelerate the implementation of cross provincial registration of second-hand car transactions, further facilitate second-hand car transactions, improve relevant policies and measures in the field of second-hand car circulation, continue to release the consumption potential of second-hand cars, promote automobile consumption throughout the chain, and accelerate the realization of high-quality development of the automobile market.
Comment: China's automotive aftermarket is actually developing relatively fast at present, especially the second-hand car market will also develop rapidly in an all-round way. With the annual sales of 20 million cars, there will naturally be a huge second-hand car market
2. Market space is expected to reach trillion yuan Why is the concept of PV building integration so popular? How to layout investment opportunities
It is reported that the General Department of the National Energy Administration recently issued a notice on submitting the pilot scheme of roof distributed photovoltaic development for the whole county (city, district). According to the notice, the pilot counties (cities and districts) applying for the project should have rich roof resources and good absorptive capacity, and the total roof area of the party and government offices should be no less than 50% of PV installable Schools and hospitals shall not be less than 40%, industrial and commercial distribution areas shall not be less than 30%, and rural residents' roofs shall not be less than 20%, which shall be submitted to the New Energy Department of the Energy Administration before July 15. CITIC Securities pointed out that although the installation cost of BIPV components is slightly higher than that of traditional components, the BIPV roof has a higher power density and a life span of more than 25 years, which is far more than 10-15 years of color steel tile roofs. The BIPV roof can recover investment within 6 years, and its cost performance has gradually exceeded that of traditional BAPV roofs, and it is more beautiful. The total urban and rural construction area in China exceeds 60 billion square meters, of which the urban construction area exceeds 30 billion square meters, the PV installable area exceeds 3 billion square meters, and the annual newly increased completed area is more than 4 billion square meters. The long-term space of the total domestic BIPV market is expected to reach trillions.
Comment: PV building integration, which is really a good design, green and energy saving
3. Shake the trillion market! Is liquor consumption tax levied according to the degree? Latest response from Guangdong Finance Department
Today, a suggestion on the calculation of the discount of liquor consumption tax by volume has attracted the attention of the market. The Department of Finance of Guangdong Province, in its letter on the reply to the proposal of the fourth session of the 13th People's Congress of Guangdong Province, No. 1364, said that at present, the country is stepping up its efforts to promote the legislation of the consumption tax law. At the early stage of soliciting opinions, it has fed back relevant opinions and suggestions, including suggestions to set different tax rates or cancel specific quotas according to different degrees of liquor.
Comment: The consumption tax on liquor has a relatively large impact on the terminal price of products, of course, it mainly affects low-end products, but it has no impact on products like Moutai
4. The only special comprehensive bonded zone in China has come to the road map of development in the next five years Where is the "special in special"?
As the only special comprehensive bonded zone among the special customs supervision areas in China, what special measures will Yangshan Special Comprehensive Bonded Zone take during the 14th Five Year Plan period? On June 24, the "Fourteenth Five Year Plan" for the Development of Yangshan Special Comprehensive Bonded Zone (hereinafter referred to as the "Plan") was released, which comprehensively demonstrated the beautiful blueprint of Yangshan Special Comprehensive Bonded Zone through six parts: development foundation, development environment, overall requirements, main tasks, regional layout and safeguard measures. By 2025, the basic framework of the internationally recognized and most competitive free trade park will be initially formed. The economic quality and efficiency have improved significantly, the economic growth rate is in the leading position in the national comprehensive bonded areas, the total scale ranks among the top of the national comprehensive bonded areas, and a special comprehensive bonded area with obvious opening characteristics, distinctive industrial characteristics, strong international competitiveness and influence has been formed.
Comment: It is also a very important advantage to give policy, which has a significant role in promoting regional development
5. Ministry of Transport: By 2035, China will basically complete 25000 kilometers of "four vertical, four horizontal and two network" national high-level waterway
This morning (24th), the State Council Information Office held a press conference. Yi Jiyong, head of the Water Transport Bureau of the Ministry of Transport, said that by 2035, China will have basically completed 25000 kilometers of "four vertical, four horizontal and two network" national high-level waterway. It is understood that since the "13th Five Year Plan", China's domestic river transport infrastructure has continued to strengthen its efforts to remedy shortcomings, and basically built an inland waterway system with the Yangtze River trunk line, the Xijiang River shipping trunk line, the Beijing Hangzhou Canal, the Yangtze River Delta and the Pearl River Delta high-grade waterway network as the main body, the trunk branch connection, and river to sea access. The mileage of newly increased and improved inland waterways is 5000 kilometers, and the mileage of newly upgraded waterways reaching the standard is 2600 kilometers. By the end of 2020, the mileage of inland waterways in China will reach 127700 kilometers, including 16100 kilometers of high-grade waterways reaching the standard.
Comment: Water transportation is relatively cheap, but it is not easy to find the investment object
6. Urgent! A number of banks in Wuhan, Hangzhou, Shenzhen and other cities have suspended loans, saying they are "short of quota"
"No bank can lend, so we can only postpone the purchase plan now." Wang Ting, who is planning to change houses, told reporters, "We intend to make portfolio loans, but now almost all Wuhan banks do not accept provident fund loans; as for commercial loans, many banks have stopped processing, and the pace of manageable lending is also relatively slow." The reporter of China Real Estate News called Wuhan Branch of Bank of China, Industrial and Commercial Bank of China and other branches respectively as a house buyer to find that in terms of personal housing credit business, these banks have tightened the housing quota, of which the new house and second-hand housing provident fund business are not accepted temporarily, and the housing loan interest rate has risen in an all-round way corresponding to the tightening of housing loans. In terms of second-hand housing loans, we learned from banks and intermediaries that in the short term, the approval is more strict and the lending cycle is longer; In addition, some banks have suspended accepting second-hand housing business.
Comment: It seems that the difficulty of loans has increased a lot, which will have a greater impact on demand
Company News:
1. Centak: BIPV project order has not been accepted and BIPV project construction has not been carried out
Centr (603098) disclosed the risk warning announcement on the evening of June 24, saying that the main business of the company is still to provide integrated services for the design, construction and installation of high-end building metal enclosure systems, and there is no change. As of the disclosure date of this announcement, the company has not carried out the BIPV project construction with other parties, and the follow-up implementation and implementation path are still uncertain.
Comments: Tell At present, this is a speculation concept in the secondary market. The company does not have this business
2. Aimeike: The Board of Directors approved the Company to issue H-shares and list on the main board of the Hong Kong Stock Exchange
Aimeike (300896) announced in the evening of June 24 that the board of directors of the company reviewed and approved the proposal on the same day, and approved the company to issue overseas listed foreign shares (H shares) and apply for listing on the main board of the Stock Exchange of Hong Kong Limited; In order to complete this offering and listing, the company is approved to be transformed into an overseas offering company limited by shares.
Comment: Now influential companies have begun to list on AH, which is a major trend
3. Xinbang Pharmaceutical: Proposed change of controlling shareholder and actual controller
Xinbang Pharmaceutical (002390) announced in the evening of June 24 that the company privately issued 360 million A-shares to Jinyu Industry, the person acting in concert with Chairman An Huailue. After the completion of this non-public offering, Anwylo and Anji directly and indirectly hold 25.05% of the company's shares through Jinyu Industry; Harbin Yuxi holds 17.70% shares of the company. In view of this, the controlling shareholder of the company will be changed from Harbin Yuxi to Jinyu Industry, and the actual controller of the company will be changed from Zhu Jiman and Bai Lihui to Anji and Anhuailu.
Comments: formally completed by the company The change of the actual controller has changed the actual control company of Mr. An
4. Microcore biology: the company's product Sidabenamide has been approved for listing in Japan
Microcore Biology (688321) announced in the evening of June 24 that the company's partner, Huya Biology International, had recently received the approval from the Japanese Pharmaceutical and Medical Device Agency (PMDA) for the marketing of Sidabenamide, which is used for the monotherapy of relapsed or refractory (R/R) adult T-cell leukaemia (ATL). This is a new tumor indication approved for listing in Japan after being approved for peripheral T-cell lymphoma in China in 2013 and breast cancer indication in 2019. It is also the first original new drug independently developed by Chinese local enterprises approved for listing overseas.
Comment: This is also a recognition of the strength of the company. It is certainly good for the company to be listed in Japan
5. Aimeike: It is planned to use the over raised capital of about 886 million yuan for the South Korean Huons Bio increased its capital and acquired part of its equity
Aimiker (300896) announced in the evening of June 24 that the company planned to use the over raised capital of about 886 million yuan to increase the capital of South Korea's HuonsBio and acquire part of the equity of HuonsBio. After completion, it will hold a total of 5.4% of the equity of HuonsBio; Before the split of HuonsBio, it was the botulinum toxin business department of HuonsGlobal, and its botulinum toxin product Hutox obtained the product registration certificate in South Korea in April 2019.
Comment: This is also for Botulinum Toxin, which is certainly a very good aspect. The future prospects are very attractive
Lv Changshun (Keynes) Certificate No.: A0150619070003. [The above content only represents personal investment views, and does not constitute a basis for buying and selling. The stock market is risky, and investment should be cautious]
