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Weekly Financial Summary 2024-05-06

Date: 2024-05-06
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Financial attention


Macroeconomics


1. CCTV News: On May 4th local time, the Cuban Minister of Tourism announced that Chinese citizens holding regular passports can enter Cuba without a visa. Garcia also announced that China will be the guest of honor for the 2025 Cuba Tourism Festival, and direct flights between China and Cuba will resume on May 17th.

2. Ctrip: During the May Day holiday, inbound tourism orders increased by 105% year-on-year, and the visa free policy had a significant effect. The 12 countries in China that unilaterally waived visas and Singapore and Thailand that mutually waived visas saw a cumulative increase of about 2.5 times year-on-year in inbound tourists.

3. General Administration of Customs: From 2019 to 2023, China's imports and exports to France saw an average annual growth rate of 5.9%. In the first quarter, China's imports and exports to France amounted to 127.22 billion yuan. In the field of high-tech products, France is the main source of imports for Chinese aircraft and aircraft components, accounting for about 30% of China's imports of similar products in the past five years.

4. Hong Kong Financial Secretary Chan Mo po: Hong Kong's economy maintains a growth momentum. The gross domestic product (GDP) increased by 2.7% year-on-year in real terms in the first quarter, with five consecutive quarters of growth. The main driving force for economic growth comes from Hong Kong tourism and the May Day holiday, with nearly 650000 inbound tourists in the first three days, an increase of 25% year-on-year. The asset market atmosphere has also improved, with Hong Kong stocks rising for nine consecutive trading days.

5. Space Weather Monitoring and Warning Center: At 14:01 on May 5th, the sun erupted with a strong flare (X1.3 magnitude). The incident occurred during daytime in China, which had an impact on the ionosphere above. It is expected that there is still a possibility of M-level or even X-level flares erupting in the next three days.


Stock market inventory


1. Last Tuesday, the Shanghai Composite Index closed down 0.26% at 3104.82 points, up 0.52% for the week; The Shenzhen Component Index closed down 0.90% at 9587.12 points, up 1.30% for the week; The ChiNext Index closed down 1.55% at 1858.39 points, up 1.90% for the week.

2. Last Friday, the Hang Seng Index rose 1.48% to 18475.92 points, up 4.67% for the week; The Hang Seng Technology Index rose 2.74% to 3971.29 points, up 6.80% for the week; The state-owned enterprise index closed up 1.71% at 6547.29 points, up 4.43% for the week.

3. Securities Daily: In 2023, more than 1950 companies in Shenzhen disclosed their dividend plans, accounting for about 70% of the total number of listed companies in Shenzhen. The average dividend ratio was 39%, an increase of 7 percentage points year-on-year. The total amount of dividends announced reached 466.2 billion yuan, a year-on-year increase of 18.6%.

4. CITIC Securities: It is expected that the A-share market will become more stable and sustainable in May, with the three pillars of outstanding growth, active themes, and dividend varieties. Global funds have a strong willingness to allocate Chinese assets, with a focus on performance oriented growth styles. In the face of fierce competition, it is expected that domestic public placement adjustments will also focus on performance oriented growth, and the GARP strategy (reasonable price growth stock strategy) will once again dominate. It is recommended to focus on allocating high cost-effective overseas growth varieties.

5. Guojin Securities: In the macro environment of last year's low base and continuous recovery this year, the computer industry is expected to maintain an improvement and upward growth rate in revenue. In 2023, personnel investment in the entire industry is tight. It is expected that this year, with the improvement in revenue, the pressure on the expense side will be relieved, and the profit side is expected to gradually release elasticity in the following quarters. Industry leaders with solid fundamentals and strong competitiveness are expected to benefit from the wave of digitalization, intelligence, and internationalization in the industry.

6. BYD: In April, the sales of new energy vehicles were about 313200 units, an increase of 102900 units year-on-year. A total of 41011 new energy passenger vehicles were sold overseas; The total installed capacity of new energy vehicle power batteries and energy storage batteries is about 12.56GWh, and the cumulative installed capacity in 2024 is about 42.3GWh.

7. Seles: In April, sales of new energy vehicles reached 27868 units, a year-on-year increase of 302.89%; Among them, the sales of Celes cars were 24878 units, a year-on-year increase of 742.47%.

8. Wanfeng Aowei: The shareholder, Bainian Life Insurance, reduced its holdings of 0.42% of the company's shares from April 24, 2024 to April 29, 2024, and the reduction plan has been implemented.

9. Huaxi Securities: Due to the company's lack of diligence and responsibility in due diligence during the 2019 non-public offering stock recommendation project of Jintongling Technology, and the existence of false records in the recommendation letter for issuing stocks to specific targets, the Jiangsu Securities Regulatory Bureau has decided to suspend the company's recommendation business qualification for 6 months, with a suspension period from April 28 to October 27, 2024.

10. Guolian Aquatic Products: The cooperation between the company and Hema has been carried out, actively supplying to the Hema channel. The C-end market of the company's prefabricated dishes has a relatively high sales share in first tier cities.

11. Jinjia Co., Ltd. received a notice from the Jinzhou District Supervision Committee of Dalian City on May 1st regarding the investigation and detention of Li Dehua, a director and deputy general manager of the company. The investigation items filed this time will not have a significant impact on the daily operation of the company, and all production and business activities will proceed normally.

12. Fuxiang Pharmaceutical: The company's microbial protein products apply synthetic biology technology, belonging to a new track and new business format. In 2023, the company reached a cooperation agreement with clients on a microbial protein project in the field of synthetic biology. Currently, we have received an order for 1200 tons of microbial protein products, which are being produced and delivered according to plan.

13. Ruichuang Microelectronics: The US Treasury Department's OFAC has included the wholly-owned subsidiary Yantai Airui Optoelectronics Technology in the SDN list (specifically designated national list). The overall impact of this incident on the company is controllable. The current business and financial situation is normal.

14. Sun Paper Industry: Since the first quarter, domestic cultural paper prices have experienced ups and downs, with prices easing in January and gradually increasing after the Spring Festival. By late April, prices had basically achieved a slow recovery. It is expected that the company's cultural paper profits will remain stable in the second quarter, and the cost fluctuations of pulp have not had a significant impact. It is expected that the impact of the increase in pulp prices will begin to manifest in the third quarter.

15. Caesar Culture: The company has received a "Notice of Filing" issued by the China Securities Regulatory Commission. Due to suspected illegal and irregular information disclosure, the China Securities Regulatory Commission has decided to file a case against the company. At present, all production and business activities are proceeding normally.

16. New stock subscription: This week, there were no new stock subscriptions.

17. Restricted shares lifted: This week, a total of 75 restricted shares were lifted, with a total of 7.846 billion shares lifted and a market value of 69.857 billion yuan. Among them, Xinlian Integrated - U ranked first on the lifting ban list with 15.558 billion yuan, while Jinghe Integrated and Dazhong Mining ranked second and third with 11.569 billion yuan and 10.394 billion yuan respectively.


Industry observation


1. China Railway Group: On May 4th, the national railway sent 17.81 million passengers. On May 5th, the national railway experienced a peak return passenger flow, with an estimated 18.65 million passengers sent and 1710 additional passenger trains opened.

2. 15 departments including the Department of Commerce of Zhejiang Province have issued the "Action Plan for Promoting the Exchange of Old for New Consumer Goods in Zhejiang Province", aiming to achieve a 15% increase in sales of new energy vehicles by 2024; The recycling volume of scrapped cars exceeds 500000 units; The sales revenue of household appliances increased by 5%, and the recycling volume of waste household appliances increased by 8%; Eliminate and update 200000 electric bicycles.

3. Ctrip: During this year's May Day holiday, the overall number of domestic car rental and self driving orders increased by 30% year-on-year; The per capita car rental expenses increased by 10% year-on-year. Overseas self driving tours are also popular, with overseas car rental orders increasing by 132% year-on-year.

4. CCTV News: The 135th Canton Fair has successfully concluded. As of May 4th, a total of 246000 overseas purchasers from 215 countries and regions participated in the conference offline, an increase of 24.5% from the previous session, setting a new record. Among them, 160000 purchasers from countries jointly building the "the Belt and Road", an increase of 25.1%; There were 61000 buyers from RCEP member countries, an increase of 25.5%.

5. Shanghai Railway Station: On May 5th, the last day of the May Day holiday, Shanghai Railway Station experienced the peak return passenger flow, with an estimated arrival of 657000 passengers on the same day.

6. China Railway Harbin Bureau: As of May 5th, since the beginning of this year, the "East Passage" of China Europe freight trains, including Manzhouli, Suifenhe, and Tongjiang railway ports, have accumulated 2000 trains and transported 210000 TEUs of goods, an increase of 7% and 6% year-on-year, respectively. This goal was achieved 9 days ahead of last year, setting a new historical high for the same period.

7. Jiangnan University: China has become the first country capable of producing all types of hyaluronic acid. Our school's synthetic biology innovation team utilizes synthetic biology technology and microbial fermentation to produce ordinary molecular weight hyaluronic acid, reducing the cost from tens of thousands of yuan per kilogram to hundreds of yuan per kilogram, achieving large-scale promotion and application of hyaluronic acid.

8. Shanghai Municipal Commission of Commerce: During the holiday period (April 30-May 4), the total online and offline consumption in the city was 53.03 billion yuan. Among them, online consumption was 23.54 billion yuan, a year-on-year increase of 8.3%. The passenger flow of overseas tourists exceeded 100000, a year-on-year increase of 62.2%.


Financial data


1. RMB: Last Tuesday, the onshore RMB closed at 16:30 against the US dollar at 7.2416, up 0.0704% and up 0.069% for the week. The median price of the Chinese yuan was 7.1063, up 0.0042% and down 0.0056% for the week.

2. New Third Board: Last week, there were no new listed companies, with a transaction amount of 448 million, a decrease of 47.84% compared to the previous week. As of now, the total number of companies listed on the New Third Board has reached 6148.

3. Shanghai Environmental Exchange: Last week, the trading volume of the national carbon market carbon emission quota listing agreement was 187000 tons, with a total transaction amount of 19.155 million yuan and a closing price of 103 yuan/ton, a weekly increase of 0.50%.

4. US stocks: Last Friday, the Dow Jones Industrial Average rose 1.18% to 38675.68 points, up 1.14% for the week; The S&P 500 index rose 1.26% to 5127.79 points, up 0.55% for the week; The Nasdaq rose 1.99% to 16156.33 points, up 1.43% for the week.

5. Europe: Last Friday, the German DAX30 index rose 0.59% to close at 18001.60 points, down 0.88% for the week; The French CAC40 index rose 0.54% to 7957.57 points, down 1.62% for the week; The FTSE 100 index in the UK rose 0.51% to 8213.49 points, up 0.90% for the week.

6. Gold: Last Friday, COMEX gold futures rose 0.02% to $2310.10 per ounce, down 1.58% for the week.

7. Crude oil: Last Friday, WTI crude oil futures for June fell 1.06% to $78.11 per barrel, a decrease of 6.84% for the week; Brent crude oil futures for July fell 0.85% to $82.96 per barrel, down 5.95% for the week.


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