Stock purchase order
On September 20, Guizhou Provincial Tendering Co., Ltd. publicly announced the results of the first batch of investment promotion for Kweichow Moutai National Comprehensive E-commerce. The shortlisted service providers are Zhejiang Tmall Technology Co., Ltd. and Suning Tesco Group Co., Ltd. According to the investment pStock purchase orderromotion announcement issued by Kweichow Moutai Sales Co., Ltd. on July 18, the total supply of Feitian 53%vol500ml Kweichow Moutai (with glass) is 400 tons, and the supply of service providers is 170 tons in the order of comprehensive ranking. , 130 tons, 100 tons. The winning contract was signed until December 31 this year.
Beginning on the 24th of this month, there will be no price limit for the 5 trading days before the listing of new stocks, and the daily price limit will be 20% thereafter. The daily price limit for stock stocks has been relaxed from 10% to 20%, and related funds have also implemented a 20% price limit; new stocks can be included in the margin and securities lending targets on the first day of listing; the refinancing mechanism has been optimized accordingly, and market-based agreed declarations have been introduced. Allow strategic investors to be allocated stocks to participate in refinancing lending; optimize the temporary suspension system during trading hours, introduce after-hours pricing trading methods, and increase the price cage mechanism.
North Navigation released the first three quarters financial report, the first three quarters revenue was about 2.4 billion yuan, a year-on-year increase of 3%; net profit was about 4.02 million yuan, a year-on-year increase of 36%. At the end of the second quarter, the Securities Finance Corporation, which held 0.64% of its shares, withdrew from the top ten shareholders. Huijin's shareholding has not changed, holding 29% of the total share capital.
From the application for listing on the Science and Technology Innovation Board on July 23 to the official listing on August 13, in less than a month, people’s expectations of Cansino changed from a steady profit of 300,000 to full doubts. What major changes have taken place in the fundamentals ? Looking back at the listing history of Cansino on the Science and Technology Innovation Board, we can find that Cansino is still the Cansino, but the biological vaccine is no longer the original biological vaccine.
Founder Securities pointed out in the 2021 A-share investment strategy report that the national defense and military industry sector has implemented a national security strategy and the defense budget has grown steadily. Faced with the great changes in a century, the external uncertainties have increased, all of which have placed higher demands on my country's national defense cause. The Communiqué of the Fifth Plenary Session of the 19th Central Committee proposed that the modernization of national defense and the military should be accelerated, and the unity of a rich country and a strong military should be realized. It is necessary to accelerate the development of mechanization, informatization, and intelligent integration, comprehensively strengthen military training and preparation, improve the strategic ability to defend national sovereignty, security, and development interests, and ensure that the goal of the century-old military is achieved by 2027. In addition, my country's defense expenditure budget will increase by 6% in 2020. Under the macroeconomic environment affected by the epidemic, the military industry can still maintain steady growth, reflecting the high certainty of the industry. Therefore, we are optimistic about the investment opportunities in 2021 for the upgrading of the military industry.
On the 9th, WeChat officially announced on the 2020 WeChat Open Course PRO that the annual turnover of WeChat Mini Programs in 2019 reached 800 billion, an increase of over 160% year-on-year. In addition, the WeChat applet has also participated in the annual live streaming delivery, and announced that it will launch a live strStock purchase ordereaming component to make it easier to sell live broadcasts. Huachuang Securities pointed out that the current WeChat monthly activity is close to 1.2 billion. If the two major outlets of WeChat and live streaming are superimposed, its market power is self-evident. Regarding how to improve the shopping experience of the mini program, WeChat said that it will provide the following functions: provide live broadcast components to make it easier to sell goods on live broadcast; one item, one code, make goods become channels, and provide red envelope interaction; identify objects and scan You can shop with one sweep. Tianfeng Securities (601162) believes that for the recent hot Internet celebrity industry, in the long run, it is believed that the platforms that are expected to benefit more are the capacity-capable platforms (TikTok, Kuaishou, Mango, etc.) and the top Internet celebrities (with the right to speak for dividends) And companies with large-scale operation efficiency (scale operations can produce scale effects), a large number of small and medium-sized companies in the short term will also benefit from the first wave of dividends. Industrial Securities stated that the UGC ecosystem has become the largest entertainment ecosystem in China in terms of traffic, and commercial giants such as Douyin, Kuaishou, and Weibo have been born. The huge traffic dividend contains huge commercial realization potential. We are optimistic about the commercialization potential of the UGC ecosystem, especially the realization of e-commerce, where the platform has the most investment value. At the same time, during the industry dividend period, companies related to the upstream and downstream industry chains, such as e-commerce/advertising service providers, and MCN institutions that can incubate and retain first-line Internet celebrities, have greater investment value. Pay attention to related stocks: A shares of [Mango SuperMedia (300413)] [Saturday (002291)] ST Huiqiu (600556)] [Zhongguang Tianze (603721)] [Gravity Media (603598)] and US stocks [Ruhan ].
From the above overall judgment on the broader market, it can be seen that the current market is a typical shock market, and structural hot spots are the main feature of the current downturn. In view of this situation, what investors need to do is to track the potential hot spots that have not risen sharply, but in terms of trading strategies, they cannot chase the rise too violently. It is better to buy low in the time-sharing chart. Varieties with huge gains should be avoided as much as possible. Fangda Carbon, the largest bull stock in the previous market, set a new adjustment low today. Although it rebounded in the afternoon, it is not ruled out that there will be a certain rebound in the future. However, due to the huge short-term gains of the stock, the overall risk is greater than the return. Investment People need to be treated with caution.