See you ten times!Junda's stock daily limit is innovative, and the photovoltaic sector is hi!Circuit stocks turn off

Source: E company ID: lianhuacaijin

Oriental selection, which has just lived in the field, has been popular again.

On July 28, both New Oriental Online and New Oriental Hong Kong stocks rose sharply. As of press time, Oriental's online stock price returned to HK $ 21, up over 16%, and New Oriental now rose more than 7%.

Today, the three major indexes fell slightly after the collective opening, and then the bottom of the bottom rose. The Shanghai index plate returned above 3300 points. The concepts of consumer electronics and automotive chips were strong, and individual stocks showed a general rise. As of the close, the Shanghai Index rose 0.21%, the Shenzhen Index rose 0.23%, and the GEM index fell 0.31%. On the disk, components, semiconductor, chemical fiber and other sectors have increased; transportation services, medical care, real estate and other sectors have fallen first.

Regarding the trend of the market outlook, Guosheng Securities Research Report pointed out that the Federal Reserve's interest rate decision -making boots will land, market news will tend to be clear, and the market is expected to change the price and the price is cautious and regain the upward channel. At present, a total of 1766 listed companies in the A -share market have issued semi -annual performance forecasts, and exceeding 40 % of the company's performance prehence.

Thanks to the continuous high prosperity of the industry, the performance of the photovoltaic and new energy industry chains has performed well in the performance of the middle and lower reaches of the new energy industry chain. The high growth attributes are prominent, and the value of the configuration continues; the direction of the industrial parent machine. The industrial mother machine represents the core competitiveness of a country's manufacturing industry. With the further acceleration of the digital transformation of the domestic manufacturing industry, there is still much room for development in the high -end CNC equipment market.

Lithium battery industry chain company low

The lithium battery industry chain company leading this round of rebound was collectively adjusted on July 28. The concept index of lithium battery negative, lithium battery positive electrode, lithium ore index, power battery, salt lake lithium lifting, and other concept index rolled green.

Thailand's Lai Lai fell nearly 7%, and finally fell 4.18%. When Sheng Technology and Yongxing Materials fell 6%at one time, Tibet Mining, Ganfeng Lithium, Tianqi Lithium, and Shengxin Lithium were all down.

As a leading lithium -wire track, the increase has increased since the rebound in April, and many companies in the sector have doubled. Some markets believe that the stock price of the lithium battery industry chain is inevitable, the stable funds or the selection of valuations are reasonable, and the transaction is relatively less crowded.

In fact, Ying Ying, a well -known private equity person, said on the WeChat public account that "Davis Divis, Davis, has reached its peak, and the price has been overestimated." Subsequently, the stock price fluctuated sharply.

CITIC Construction Investment Chen Guo pointed out that comprehensive considerations, valuations, and crowds are considered comprehensive. It is expected that in August or facing the stagflation stage after the rapid repair of high prosperity, the short -term market may have a certain high and low switching.

银河证券表示，长期看好具备较高投资价值的景气赛道优质个股，重点细分方向包括光伏设备（N型电池片产业化带来的设备投资）、新能源汽车相关装备（锂电、氢能、 Energy storage, charging and replacement, etc.), industrial robots, industrial mother machines, specialized specialty and other fields.

Recently, the expansion of the lithium battery industry chain company is endless. On July 27th, Pu Tailai announced that it will formulate a fund -raising of not over 8.5 billion yuan. It is used for an annual output of 100,000 tons of high -performance lithium -ion batteries. Construction projects and supplementary funds.

On July 26, overclocking three stated that the overall construction of the company's lithium battery positive key material production base construction project is being promoted in an orderly manner in an orderly manner. The first phase is expected to be put into production in December 2022. After the implementation of the first phase of the project, the new production capacity will be formed, including 10,000 tons of three yuan front -wheel drive, 3,000 tons of lithium carbonate, and 5,000 tons of three yuan. Unlike other manufacturers, the raw materials for overclocking three preparation of positive materials are mainly derived from waste battery recycling.

Yongxing Materials announced on July 25 that the holding subsidiary Yongcheng Lithium industry intends to build a 3 million tons/year lithium ore efficient mineral selection and comprehensive utilization project with its own funds or self -raised funds. The total investment of the project is not more than 503 million yuan.

New Oriental Online rose 15%

The live broadcast selected by Oriental allows New Oriental to return to the spotlight that is dim because of the double -reduction policy.

On July 28, both New Oriental Online and New Oriental Hong Kong stocks rose sharply. As of press time, New Oriental's online stock price returned to HK $ 21, up over 16%, and New Oriental now rose over 7%.

On July 27th, New Oriental released the fourth quarter of fiscal year in fiscal year showed that as of the fourth quarter of May 31 this year, New Oriental net revenue fell 56.8%year -on -year to US $ 524 million. The financial report states that the main reason for the decline in net revenue is the impact of termination of the K-9 discipline after-class counseling business.

In the financial report, the founder of New Oriental Yu Minhong said that the company reorganized the core business and operations in the 2022 fiscal year, and has entered a new stage. The "Oriental Selection" e -commerce platform established by New Oriental has made significant progress and has been widely recognized by tens of millions of subscribers and members. "I believe that with the brand awareness and educational resources accumulated in the business history, new businesses such as non -disciplinary counseling will begin to generate considerable income in the next fiscal year." At the same time, New Oriental also disclosed a share repurchase plan, the repurchase amount The maximum is 400 million US dollars.

Oriental selection has become the top position of Douyin live broadcast. According to the new trembling data, throughout June, the sales of the live broadcast room in the East were 681 million, which was the only one that broke 600 million in June.

On July 17, the East Selection moved the live broadcast room to a Taoyuan in Pinggu District, Beijing. This was the first outdoor live broadcast selected by the East. The main agricultural products were peaches. Since then, at noon on July 26, the East Selection has promoted the second outdoor live broadcast. The live broadcast location was selected in a paddy field in Mudanjiang City, Heilongjiang Province, mainly selling rice. Third -party data shows that as of July 16, the cumulative sales of Dongfang's cumulative sales reached 1.05 billion yuan. The popularity selected by the Orient has led New Oriental Online to 540%within a few trading days. At the highest point of New Oriental's online stock price, Tencent Holdings and a number of large foreign banks in the second largest shareholder of the New Oriental have greatly reduced their holdings, and then the stock price was cut directly.

Transforming photovoltaic turned losses to ten times stocks

On July 28, the photovoltaic sector was activated again. Junda's shares accelerated the daily limit in the early trading of the market. As of the closing of 162.00 yuan, it rose by more than 8.5%. The stock price of Junda's share was within 104 trading weeks from July 2020 to July 2022, achieving ten times the increase, with a cumulative increase of 1063%.

According to the data, Junda's shares were established in 2003. It is a specialty for the production of car dashboard assembly, front and rear bumpers, the inside and backpage panels, and the pillars.

It was unexpected that the following year, Junda's shares listed, and the first decline in my country's automotive market continued to grow 30 years after continuous growth, and net profit continued to decline. In 2020, my country's photovoltaic industry increased against the trend, and Junda shares in the predicament achieved anti -wind turning through the acquisition of photovoltaic battery film companies Jetta Technology.

Junda shares released the semi -annual performance report on the evening of July 20 that in the first half of 2022, the company's transformation of photovoltaic battery business had initially achieved results and successfully achieved a profit. During the reporting period, operating income was 4.427 billion yuan, an increase of 644.28%year -on -year; net profit was 273 million yuan, an increase of 885.01%year -on -year.

Junda said that in September 2021, the company acquired 51%of Jetta Technology's equity and transformed the photovoltaic battery industry. During the reporting period, Jetta Technology continued to maintain the momentum of continuous production and operation, achieving a significant increase in sales revenue and profit. In the first half of the year, the shipments of Jetta Technology battery films were 4.05GW, a year -on -year increase of 87.41%; operating income was 3.944 billion yuan, an increase of 127.25%year -on -year; net profit of 166 million yuan, an increase of 88.95%year -on -year. During the reporting period, the photovoltaic business contributed a net profit of 87.7248 million yuan to the company. The company also said that in the first half of the year, the company's entire automotive decoration business with weak growth and continued losses was used for the development of photovoltaic industry to further enhance the company's continuous operation and anti -risk capabilities.

Responsible editor: Yang Yucheng

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