Every time it is traded (evening edition) 丨 Northern Fund buying 7.901 billion yuan today; the dragon and tiger list of the dragon and tiger list, the leading energy storage leader; Goldman Sachs warned US house prices next year to stagnation

Author:Daily Economic News Time:2022.08.31

On August 31, the Shanghai Index fell 0.78%. Northern Fund buying 7.901 billion yuan today. Among them, the Shanghai Stock Connect net purchase was 4.52 billion yuan, and the Shenzhen Stock Connect net purchase was 3.381 billion yuan.

On August 31, in the list of active stocks in the Beijing -Shanghai -to -funds, there were 13 net stocks, and the largest amount was the Ningde Times (300750.SZ, the closing price: 483.0 yuan), net purchase of 807.1 million yuan; net selling A total of 7 stocks, the largest amount is China Merchants Bank (600036.SH, closing price: 35.05 yuan), and sold 466.6 million yuan.

On August 31, 2022, a total of 80 large transactions occurred in Shanghai and Shenzhen, with a total of 1.128 billion yuan, involving 57 listed companies.

On August 31, a total of 46 stocks were on the list of the dragon and tiger list.

In the Dragon and Tiger List, there are 29 stocks involving special seats in the institution. The top three of the net purchase are China Merchants South Oil, Guoguang Electric, and Baoli Foods, which are 51.081 million yuan, 280.37 million yuan, and 20.248 million yuan, respectively.

Yingfeite (300582.SZ) said on August 31 on the investor interactive platform that the company has sold charger and balanced machine products for power stations, and currently there are still some charger business for trains. At present, the revenue in the field of new energy vehicle charging mainly comes from vehicle charging motor products, and is currently actively developing energy storage business.

Kelu Electronics (002121.SZ) said on the investor interactive platform on August 31 that the main products of the company's energy storage business include energy energy storage systems, power -type energy storage systems, indoor energy storage systems, outdoor distributed energy storage systems , Mobile energy storage system, energy storage bidirectional variable PCS, optical storage integrated variables, mid -voltage variable flow system, BMS battery management system, EMS energy management system, energy storage system construction and operation and maintenance services.

Yutong Optics (300790.SZ) stated on the investor interactive platform on August 31 that in the first half of the year, 4MP pixels accounted for about 10 percentage points in the previous year, and overseas sales increased by about 40%. The company's car lens is realized in batches. Lidar radar rotation and vibration mirrors can be supplied in September. HUD products are expected to mass production at the end of the year. Smart car lights are in the feasibility study stage. The car optical product company plans to cover all aspects.

Xiechuang Data (300857.SZ) said on the investor interactive platform on August 31 that the company's N002 product is a product based on video storage and application as its core function to solve local storage and remote access to smart cameras. The company has been committed to the innovation and development of home video solutions, and actively carried out product planning and technological innovation based on industry development and market demand.

Longbai Group (002601.SZ) said on August 31 on the investor interactive platform that the Tanzanian lithium mining project cooperating with open source mining is being prepared for pre -reserve exploration. The lithium source of the company's lithium iron phosphate comes from external procurement.

Tuo Ri Xinneng (002218.SZ) said on the investor interactive platform on August 31 that the company is actively laying up and promoting home -based photovoltaic, photovoltaic people and other products, while focusing on promoting photovoltaic components and auxiliary materials and other products , Create the supply of one -stop photovoltaic products. The company's photovoltaic power plant held in Germany is good. Please refer to the data announced by the company's regular report.

Sino -Optical (002189.SZ) said on August 31 on the investor interactive platform that the company is engaged in the production of the core component of the core components in AR products and the production of core optical components in VR products, and will also actively pay attention to the development of emerging products in the industry Essence The company's optical meta -component products involved in the field of vehicle laser radar have obtained orders for production.

Wanshun New Materials (300057.SZ) said on August 31 on the investor interactive platform that the battery aluminum foil products used by the company for battery collecting fluids were covered with 8-20 microns, including 9 microns and 10 micron battery aluminum foil. The 12 micron battery aluminum foil has been supplied to downstream customers in batches.

Shengli Precision (002426.SZ) said on the investor interactive platform on August 31 that the company provides products such as vehicle mid -control screens and dashboard structures for well -known car brand manufacturers and its core suppliers in the world. The customer name cannot be disclosed to a third party without permission.

Zhonglai (300393.SZ) said on the investor interactive platform on August 31 that the company's perovs and ore stacking batteries are in the R & D stage, please pay attention to the information released in the future; The goods, but the cost is relatively high, so the company decided to combine TOPCON and IBC to study TBC technology, which has made some progress at present; the company's TOPCON2.0 battery production conversion efficiency is about 24%or more It is 25.4%. The company has been committed to the improvement of cost reduction of N -type batteries.

Sai Weiwei (688325.SH) said on the investor interactive platform on August 31 that the company's main products include battery safety chips, battery metering chips, and charging management. At present, the company's battery security chip has been applied to small and outdoor energy storage, and has not yet been used in large energy storage systems. The company's large -scale energy storage related projects are advancing in an orderly manner. Energy storage related projects are one of the company's fundraising projects and one of the company's key development direction in the future. Yingwei Teng (002334.SZ) said on the investor interactive platform on August 31 that the company's wind power products mainly include wind tower -free climbers and climbers -specific inverters and paddle -specific inverters. Control technology, etc.

Xiangxin Technology (002965.SZ) said on the investor interactive platform on August 31 that the company's energy storage equipment and metal structured parts accounted for 13.45%in the first half of 2022, an increase of 6.71%over the same period last year. The company's goal is to provide a total installed product service for photovoltaic inverter customers, becoming the core supplier of customers. At the same time, the company is actively developing more market opportunities, optimizing the company's product structure, and increasing the company's industry competitiveness.

He and Elita (002402.SZ) said on the investor interactive platform on August 31 that the company's automotive electronics capacity is sufficient. At present, due to the shortage of upstream vehicle -level chips, the delivery progress has slowed down. And suppliers guarantee delivery; with the gradual relief of upstream raw materials and the batch release of orders, the volume of automotive electronic controller will gradually appear.

Juncheng Technology (301106.SZ) said on the investor interactive platform on August 31 that the company's meter products can be used in the field of smart grids and UHV, and benefited from industry growth. It is expected to have strong demand. The company's main products in the field of consumer electronics are calculators, and consumer electronics is not the main application area of ​​our products.

Su Davig (300331.SZ) said on the investor interactive platform on August 31 that some of Lenovo's laptops applied to the company's light guide products, some mobile phones applied the company's nanocarma optical membrane products, and was developing new products. The above -mentioned cooperation continued processing.

Sichuan Ring Technology (300547.SZ) said on August 31 on the investor interactive platform that with the rapid development of China's automotive industry, especially new energy vehicles, orders are currently very abundant. The company's new 101 and 102 workshops have been put into use. They are working overtime production and assembly companies to ensure that the product is delivered on schedule. The company is also actively carried out around the production guarantee. At this stage, the company's primary task is production and guarantee.

Zhongdian Xingfa (002298.SZ) On August 31, Anhui Meaneng Energy Storage System Co., Ltd., which was invested by the company, used to produce zinc bromate storage battery business. Can systematically integrate products. Anhui Meaneng Energy Storage System Co., Ltd., which is invested by the company, has 37.98%of the company's shares.

Yongfu Co., Ltd. (SZ 300712, closing price: 53.68 yuan) issued an announcement on the evening of August 31st, saying that on August 31, 2022, Yongfu Co., Ltd. and Xiapu Mindong Maritime Wind Power Co., Ltd. "Geological Survey Contract", the total amount of the contract is 31005,000 yuan. The company signed a major daily business contract signed by Xiapu Mindong Maritime Wind Power Co., Ltd., accounting for approximately 12.84%of the company's 2021 audit power engineering survey and design income of 241 million yuan.

China Baoan (SZ 000009, closing price: 14.76 yuan) issued an announcement on the evening of August 31 that China Baoan Group Co., Ltd. received a shareholder Shenzhen Chengxing Investment Co., Ltd. and its consistent active person Shenzhen on August 31, 2022 The "Notification Letter on Increasing Holding Over 1%" issued by Shi Peng New Industry Investment Co., Ltd., from August 24, 2022 to August 31, 2022, through the Shenzhen Stock Exchange's centralized auction trading system A total of about 30.48 million shares of the company's shares increased, and the number of shares increased accounts for 1.1816%of the company's total share capital.

Xilong Science (SZ 002584, closing price: 7.11 yuan) issued an announcement on the evening of August 31 that the company's shareholders Huang Weibo, Huang Weipeng, and Huang Junkai reduced the company's shares of about 19.11 million shares, and the shareholding shares were reduced by the company's total shares. 3.27%. From January to June 2022, Xilong Science's operating income composed of 98.74%of the chemical industry, 0.69%of the medical industry (including equipment and diagnostic reagents), 0.42%of the new energy industry, and the service industry (property rental (property rental ) 0.15%.

This Shiyuan (SH 603369, closing price: 46.2 yuan) issued an announcement on the evening of August 31 that as of the disclosure of this announcement, Shanghai Mingda holding 43.848 million shares of the unlimited sales conditions of the company, accounting for 3.49%of the company's total share capital. Shanghai Mingda plans to reduce holdings from September 23, 2022 to March 22, 2023 to reduce its holdings through a large transaction or centralized bidding, which does not exceed 25.09 million, which does not exceed 2%of the company's total share capital.

Kidd New Materials (SZ 300995, closing price: 20.16 yuan) issued an announcement on the evening of August 31 that 6.27 million shares of Guangdong Chide New Materials Co., Ltd. (7.45%of the company's total share capital) Yueke Entrepreneurship Investment Management Co., Ltd. -Guangdong Yueke Huisheng Entrepreneurship Investment Partnership (Limited Partnership) plans to use a centralized bidding to reduce the company's shares within 6 months after the disclosure of this announcement. 1.68 million shares (accounting for 2%of the company's total share capital). Hangya Technology (SH 688239, closing price: 71.73 yuan) issued an announcement on the evening of August 31st that Guizhou Hangyu Technology Development Co., Ltd. holds more than 5%of the shareholders Hangzhou Chanyun Yingyi Investment Partnership (Limited Partnership) holding The company's shares were about 124.79 billion shares, accounting for 8.91%of the company's total share capital. The shares came from the shares before the IPO. Chanyun Yingyi intends to reduce the company's shares by reducing the company's shares by concentrated bidding transactions within 6 months from the date of this announcement (accounting for 1%of the company's total share capital).

XGIMI Technology (SH 688696, closing price: 264.47 yuan) issued an announcement on the evening of August 31st that Chengdu XGIMI Technology Co., Ltd. intends The repurchase shares will be used for employee holdings and/or equity incentive plans in the future. The total amount of repurchase funds is not less than RMB 20 million (including), and does not exceed RMB 40 million (inclusive); the repurchase price does not exceed 511.53 yuan/share (inclusive); The average price of the company's stock transactions of 30 trading days was 150%; the repurchase period was within 12 months from the date of the company's board of directors reviewing and adopting the repurchase share plan.

On -board CNC (SH 603185, closing price: 134.87 yuan) issued an announcement on the evening of August 31 that the consent Starting from April 6, 2022, it was traded on the Shanghai Stock Exchange. Bonds were referred to as "upper 22 convertible bonds" and bond code "113642". Staff period: from September 7, 2022 to February 29, 2028. Conversive price: 102.4 yuan/share.

Jia'ao Environmental Protection (SH 603822, closing price: 58.28 yuan) issued an announcement on the evening of August 31 that when the company's stock closed from August 11, 2022 to August 31, 2022 The closing price of the five trading days is not less than 130%(about 57.67 yuan/share) of the current conversion price of the "Jia'ao Convertible", and the conditional redemption clauses of the Jia'ao convertible bond have been triggered. On August 31, 2022, the company convened the 27th meeting of the Fifth Board of Directors to review and approve the "Proposal on Renewal" Jia'ao Convertible Bonds "in advance, and decided to exercise the right to redeem the company's convertible bonds, according to the bonds according to bonds The price of the face value should be redeemed for all the "Jia'ao convertible bonds" of all unprecedented shares.

Jugin Shun (SH 605166, closing price: 12.55 yuan) issued an announcement on the evening of August 31 that the type of this securities was converted into corporate bonds that can be converted into corporate A -share stocks. The total amount of funds raised by the intended to issue convertible company bonds does not exceed RMB 380 million (including 380 million yuan); the term of the convertible corporate bonds issued this time is 6 years from the date of issuance of the issuance; after the fundraising funds are deducted, the issuance costs are deducted, and the issuance fee is deducted. Investment for the following projects: an annual output of 124,000 tons of nylon new materials projects, the estimated amount of 200 million yuan is expected; the annual output of 80,000 tons of nylon new materials (nylon 66) projects, the expected investment amount is expected to be 180 million yuan.

CITIC Special Steel (SZ 000708, closing price: 19.77 yuan) issued an announcement on the evening of August 31 that the company's 5 billion yuan convertible corporate bonds will be traded on the Shenzhen Stock Exchange on April 15, 2022. Debt, bond code "127056". Rectifiers period: The first trading day (September 5, 2022, March 3, 2022) of the convertible bond transfer period from the end of the convertible bond issuance (March 3, 2022) To the date of maturity of convertible bonds (February 24, 2028). The conversion price is 24.2 yuan/share.

Ruo Yuchen (SZ 003010, closing price: 15.5 yuan) issued an announcement on the evening of August 31 that it repurchased the RMB ordinary shares (A shares) shares issued by some companies in a concentrated bidding transaction. The shares of this repurchase are used to implement the company's equity incentive plan or employee holding plan; this repurchase amount is not less than 20 million yuan (including the number), not more than 30 million yuan (including the number). There are funds; this repurchase price does not exceed RMB 23.83/share (including the number), and does not exceed 150%of the company's stock transactions on the previous 30 trading date by the board of directors; Within 12 months from the date of repurchase share plans.

Meili Technology (SZ 300611, closing price: 9.78 yuan) issued an announcement on the evening of August 31 that Zhejiang Meili Technology Co., Ltd. held the 18th session of the fourth board of directors and the fourth session of the fourth board of directors on August 1, 2022. At the 17th meeting of the Supervisory Board, the "Proposal on Return to the" Meili Convertible "in advance" the company's shares from June 27, 2022 to August 1, 2022, the company's stocks have 15 trading days. The closing price is not less than 130%of the current conversion price, and the "Zhejiang Meili Technology Co., Ltd. issues the instructions for the Conversion of Company Bonds for Incormed Objects" has triggered the conditional redemption clauses provided in the Increased Company Convertible Corporate Bonds. Xingye Securities Co., Ltd.'s verification opinion on Zhejiang Meili Technology Co., Ltd. exercise the right to redeem the "Merram's Convertible" in advance. Jiuwu Hi -Tech (SZ 300631, closing price: 25.88 yuan) issued an announcement on the evening of August 31 that the company's specific shareholder Nanjing University of Technology Asset Management Co., Ltd. held approximately 6.13 million shares in the company (accounting for about 5.00%) , Planning to reduce the company's shares by reducing the company's shares by concentrated bidding and transactions. Among them, if the holdings are reduced by concentrated bidding transactions, it will be carried out within six months after the date of the announcement of this reduction plan. It was performed within six months after the trading day.

Thunderbolt (SZ 301050, closing price: 81.88 yuan) issued an announcement on the evening of August 31 that about 10.87 million shares holding Chengdu Thunderdo Weili Technology Co., Ltd. (accounting for 6.24%of the total share capital of the company) Da Enterprise Management Partnership (Limited Partnership) plans to reduce the company's shares by centralized bidding and large transaction methods. The total shares that have reduced their holdings are not more than about 2.72 million shares, accounting for 1.56%of the company's total share capital.

Tianxiaxiu (SH 600556, closing price: 7.27 yuan) issued an announcement on the evening of August 31 that the type of this securities was converted into convertible corporate bonds for the company's A -share shares. The total amount of funds to be raised by convertible bonds this time does not exceed 1.4 billion yuan; the term of the convertible bonds issued this time is 6 years from the date of issuance; after the fundraising fee is deducted, the new media marketing training base project is expected. It is expected that it is expected The amount of investment is 480 million yuan; the standard scenario marketing service platform project is expected to invest 270 million yuan; the "West Five Street" content marketing platform upgrade project is expected to invest 230 million yuan; The amount is 420 million yuan.

Hait Biological (SZ 300683, closing price: 40.6 yuan) issued an announcement on the evening of August 31 that according to the approval and authorization of the company's 2021 annual shareholders' meeting, this issue related matters have obtained the sixth meeting of the Eighth Board of Directors of the Company Consideration by. The issuance objects of this distribution are specific objects with no more than 35 places. The number of shares issued this time does not exceed about 36.63 million shares (including the number), and the issue price of 30%of the total share capital of the company before the issuance is not lower than the price of 20%of the company's stock transaction. Essence The high -end raw material research and development project, with a total investment of 300 million yuan and intended to invest 300 million yuan.

Dagang Holdings (SZ 300103, closing price: 7.83 yuan) issued an announcement on the evening of August 31st on the evening of August 31 that the shareholders holding about 26.92 million shares (8.48%of the company's total share capital) holding company shares Shenzhen Ling Tong Biotechnology Co., Ltd. The plan to reduce holdings of the company's shares within 3 months within 3 months from the date of the announcement of this reduction plan from this reducing holding plan. The total number of reductions does not exceed 9.52 million shares (about 3%of the company's total share capital).

① As of 19:48 at Beijing time, the Dow has risen by 0.07%, the S & P 500 Index futures rose 0.24%, and the NASA futures rose 0.65%.

② As of press time, WTI crude oil futures fell 2.64%to $ 89.22/barrel. Brent crude oil fell 2.52%to $ 95.37/barrel.

③ Russia's Natural Gas Industry Co., Ltd. (GAZP, a stock price of 25.2990 rubles, a market value of 4.83 trillion rubles) issued an announcement saying that the company's natural gas supply to Europe through the "Beixi-1" pipeline has been suspended, and the natural gas conveyor unit has been booked by the natural gas conveying unit maintenance work. (CCTV News)

④ Data released by the EU Statistical Bureau showed that the euro zone reconciled in August and CPIs increased by 9.1%year -on -year, renewing a record high.

⑤ John Williams, president of the Federal Reserve Bank of New York, said that the Fed is expected to raise interest rates this year and maintain interest rates at this level until inflation is suppressed.

⑥ Britain's 5 -year and 20 -year Treasury yields are expected to set the largest monthly increase since the beginning of the 1980s.

⑦ Goldman Sachs warns that as the cost of mortgage loans continues to rise, the demand for the US property market may collapse, and the growth of US house prices next year may fall into stagnation.

⑧ News: Google (Googl, a stock price of $ 10.8.94, a market value of 1.43 trillion US dollars) The third -generation Tensor processor will be founded by Samsung, using a 3nm process process.

S Snap (SNAP, a stock price of $ 10.01, a market value of 16.506 billion US dollars) fell over 6%before the market.According to reports, SNAP plans to lay off about 20%from Wednesday.日 At 22:30 on August 31, Beijing time, follow the changes in EIA crude oil inventory of the United States that week.

Daily Economic News

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