Every time it is traded (afternoon version) 丨 The entrepreneurial board refers to six consecutive declines, big consumption and big financial counter -market strengthening; the net inflow of funds in the north is 7.9 billion yuan

At 15:00 on August 31st, Beijing time, the Shanghai Stock Exchange Index closed down by 25.08 points, a decrease of 0.78%, and closed at 3202.14 points, with a turnover of 431.758 billion yuan. At the point, the turnover was 570.597 billion yuan; the closing of the GEM finger fell 41.73 points, a decrease of 1.6%, the close of 2570.41 points, and the turnover was 187.066 billion yuan. The turnover was 292.975 billion yuan.

Individual stocks fell more, and over 4,100 stocks in the two cities fell, and nearly 80 shares fell by more than 10%. The turnover of Shanghai and Shenzhen today was 102.4 billion yuan, which was 163.9 billion from the previous trading day. The net inflow of funds on the day of the north was 7.90 billion yuan, of which 4.519 billion yuan was bought at the Shanghai Stock Connect, and the Shenzhen Stock Connect net purchase was 3.381 billion yuan.

On the market, consumer stocks have strengthened against the trend, and the food processing sector leads the rise. Black sesame staged a "ground ceiling". In the afternoon, financial stocks drove the index to heating back, bank stocks led their rise, Ningbo Bank rose more than 5%, Minsheng Holdings daily limit, and the Galaxy of China approached the daily limit. CRO concept stocks are active, and wise medicine 20cm daily limit. In terms of decline, the race stocks such as scenery storage have once again fell, and Guedway's 20cm daily limit, Nandu Power and Kexin Technology fell more than 10%.

The top five industries are insurance 1.78%, medical services 1.05%, food and beverages 0.86%, 0.79%of the brewing industry, and 0.7%of tourism hotels.

The top five industries are motor-6.51%, wind power equipment -6.42%, photovoltaic equipment -6.34%, power supply equipment -5.87%, and power grid equipment -5.41%.

Shanxi Securities issued a research report on August 31 that Great Wall Motors (601633.SH, the latest price: 32.82 yuan) was given to buy rating. The reasons for the rating mainly include: 1) Affected by the epidemic, the company's Q2's main business has declined more, and the net profit attributable to the mother is much stronger. 3) There are many new models in the company, and the development is full. Risk reminder: The impact of the epidemic repeatedly exceeded expectations, and the sales volume of new products is lower than expected.

AI Comment: Great Wall Motor has received 16 brokerage research reports in the past month. It bought 14, with an average target price of 47 yuan. Compared with the latest price of 32.82 yuan, it was 14.18 yuan high, and the average target price rose 43.21%.

Southwest Securities issued a research report on August 31 that Jinli Yongli (300748.SZ, the latest price: 37.01 yuan) was given to buy rating, and the target price was 50.75 yuan. The reasons for rating mainly include: 1) the rise and price of volume and prices drive the continuous growth of performance, and the proportion of high -brand products continues to increase; 2) layout of permanent magnet materials production base, and the production capacity will be further increased; Rapid growth. Risk reminder: The price fluctuations in raw materials, the expected production of projects, and the demand for downstream are not as good as expected.

AI Comment: In the past month, Jinlong Magneta has received attention from 10 brokerage research reports. It bought 7, and the average target price was 50.49 yuan. Compared with the latest price of 37.01 yuan, it was 13.48 yuan high, and the average target price increased by 36.42%.

China -Thailand Securities issued a research report on August 30 that Hua Halo (600475.SH, the latest price: 8.47 yuan) was given to buy rating rating. The reasons for rating mainly include: 1) the impact of the epidemic leading to the decline in equipment revenue, and the growth of engineering and operating businesses has increased rapidly; 2) the increase in the production capacity of thermal power and waste incineration, and the effect of expanding the new energy business is obvious; 3) deepen the reform of state -owned enterprises and introduce strategic resources; 4 ) The flexibility of thermal power is broad, and the Chinese Academy of Sciences has deployed new technologies. Risk reminder: policy advancement is not as good as expected; market competition has intensified; market demand for downstream industry has grown slowly.

AI Comment: Hua Mirai can get 1 brokerage research report in the past month and buy 1.

Pacific released a research report on August 31 that Penghui Energy (300438.SZ, the latest price: 81.55 yuan) was given to buy rating. The reasons for the rating mainly include: 1) the revenue of energy storage revenue continues to improve, and the marginal elasticity of the household storage is the most significant; 2) penetration of multiple terminal markets and flexible production capacity release; 3) actively expand the comprehensive layout of production, and is expected to enjoy the explosive market dividend. Risk reminder: The company's expansion of production is not as good as expected, downstream demand is not as good as expected, upstream raw material price reduction is less than expected profit forecast and financial indicators:

AI Comment: Penghui Energy has received a focus on research reports in the past month and bought 1.

Guosheng Securities issued a research report on August 31 that it was given a rating of Zhongke Shuguang (603019.SH, the latest price: 26.23 yuan). The reasons for the rating mainly include: 1) 22H1 profits have maintained high increase, and the growth of Xinchuang's core leadership continues to prominent; 2) the gross profit margin has improved steadily, continuously invested in research and development, and promoted the strategy of ordering the Xinchuang IT infrastructure in an orderly manner; Fast volume, Xinchuang's core enterprises enter the redeem period; 4) High -quality assets in the body may not be fully expected, and the valuation cost performance is highlighted. Risk reminder: The competition in the server industry is intensified; chip production is not as good as expected; trade frictions are intensified.

AI Comment: In the past month, Zhongke Shuguang has received attention from 10 brokerage research reports, bought 8, and increase holding 1. Ningde Times (300750.SZ) on August 31 on the investor interactive platform that the company launched a combination of power replacement solutions and power replacement service brand EVOGO through the subsidiary era electrical uniforms. Fast charging forms the way to make up for the whole scene. The overall solution of the combination of power replacement is composed of "power replacement blocks, fast -changing stations, and APPs". Among them, "chocolate switching blocks" is a battery that develops mass -produced in order to achieve shared electricity replacement. Developed models. At present, the company has opened electricity switching services in Xiamen and Hefei. In the future, it will cooperate with various regional partners to accelerate the construction of electricity replacement networks and enhance operational service capabilities.

Orgeram (688378.SH) said on the interactive platform that the company's OLED 6 -generation linear evaporation source is currently the exclusive supply of the country. Currently, the company's market share is about 80%of the domestic market in the evaporation source of the TOKKI steaming machine.

Filing Kos (301191.SZ) said on the interactive platform that the company has the ability to develop and manufacture the technology development and manufacturing of 5G base stations; the company does not involve mobile phone applications related products.

Midong Biological (301156.SZ) said on the investor interactive platform on August 31 that the company currently specializes in the development, production and sales of feed additives and enzymatic protein feed raw materials. Products are used in pigs, anti -ravioli, poultry and aquatic products. The company will promote the corresponding business based on its own technological development and actual market demand.

Orgeram (688378.SH) said on August 31 on the investor interactive platform that the company's OLED 6 -generation linear evaporation source is currently the exclusive supply in China. Currently, the company occupies in the domestic city in the evaporation source of the Tokki steaming machine. The rate is about 80%.

Ningde Times (300750.SZ) on August 31 on the investor interactive platform that CATL has always led international cutting -edge research. The product series is currently promoting the layout of sodium ions, M3P, condensation, cobalt -free battery, full solid state, and rare metal battery.

Zhongyan Chemical (600328.SH) stated on the investor interactive platform on August 31 that in the first half of 2022, the company's main products generally maintained a balance of production and sales, and the inventory was within a reasonable range.

Science and Technology Information (300730.SZ) said on the investor interactive platform on August 31 that the company has maintained research on advanced information technology for a long time. In terms of digital currency, the company has cooperated with banks to promote the development of digital RMB. As an important development direction of the future web3.0, the company and NFT will maintain continuous tracking and exploration according to the development of the industry.

Obi Zhongguang (688322.SH) said on August 31 on the investor interactive platform that the company's development of the development of single -light sub -noodles full solid -state lidar can be applied in the field of intelligent driving. The company has conquered the systematic solution design, key device definition development, mass production manufacturing and calibration of the system scheme design, key device definition, mass production manufacturing, and calibration of the single -light sub -noodle array. Published. At present, the company is actively promoting related products to the automotive industry chain partner and research and development.

Sichuan Neng Power (000155.SZ) said on the investor interactive platform on August 31 that the company is accelerating the construction of Lijiagou project according to the optimized adjustment plan. The Jingxiang project has completed 70%of the total project volume. Essence For details, please refer to the company's "Sichuan New Energy Power Co., Ltd. 2022 Half -Annual Report" disclosed by the company.

Daily Economic News

- END -