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Weekly Financial Summary 2023-07-31

Date: 2023-07-31
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Financial attention


Macroeconomics




1. Central Meteorological Station: Red alert for rainstorm is issued. It is estimated that from 20:00 on July 30 to 20:00 on July 31, there will be heavy to rainstorm in most parts of Hebei, Beijing, Tianjin, central and northern Shanxi, among which, there will be heavy rainstorm in parts of northeastern Shanxi, central Hebei and other regions, and extremely heavy rainstorm in parts of central Hebei along the mountains and other regions; Scattered heavy rain or rainstorm occurs in the south central Inner Mongolia, northern Henan, northwestern Shandong and southern Shandong.




2. Shanghai Superconducting Materials and Systems Engineering Research Center: Recently, the Korean research team announced that the maximum probability of superconductors is not room temperature superconductivity. Based on the current situation, the testing methods and methods reported by their team are not very orthodox in the verification experiment of superconducting materials. There is a significant gap between some internationally recognized testing methods for verifying superconducting properties.




3. CCTV News: High temperatures have enveloped many parts of the United States, posing a severe test to the US power system with a record breaking heatwave. The largest power grid operator in the United States, PGM United Power Grid, has issued a Level 1 energy emergency alert to 13 states and Washington D.C., calling on the public to save on the use of high-power appliances such as air conditioning, and set the air conditioning to a constant temperature of 25 or 26 degrees Celsius to avoid causing power outages due to excessive grid load.




Stock market inventory




1. Last Friday, the Shanghai Composite Index closed 1.84% higher at 3275.93 points, up 3.42% for the week; The Shenzhen Composite Index closed 1.62% higher at 11100.40, up 2.68% for the week; The ChiNext Index closed up 1.62% at 2219.54 points, up 2.61% for the week.




2. On Friday, the Hang Seng Index closed 1.41% higher at 19916.56, up 4.41% for the week; The Hang Seng Technology Index closed up 2.89% at 4466.57, up 8.83% for the week; The state-owned enterprise index closed up 2.07% at 6808.47 points, up 6.13% for the week.




3. China Fund News: Since the beginning of this year, the number of funds that have announced changes in performance comparison benchmarks has reached 49, which has exceeded the level of last year, mainly focusing on FOF and hybrid funds. The purpose of changing the performance benchmark of a fund is to better reflect the risk return characteristics of the fund and evaluate its performance with a more reasonable performance comparison benchmark.




4. Securities firm China: Since the low point at the end of May this year, the Hang Seng Technology Index has risen by more than 20% in its range, entering a technical bull market. A-share equity fund products, and even some products that have suffered significant losses during the year, have gone south to the Hong Kong stock market. Previously, A-share funds' strategy of laying out Hong Kong stocks was to first accumulate net worth safety cushions on A-shares. In addition, bond funds that are extremely sensitive to stock risk have also become actively involved in Hong Kong stock market stocks.




5. Liangpin Store: the wholly-owned subsidiary Guangyuan Juyi is intended to participate in the establishment of Ningbo Zhengguangxiang Equity Investment Partnership (Limited partnership) as a limited partner. The total designed scale of the fund is 200 million yuan, and it will mainly invest in the food and consumer goods sector through equity investment. Guangyuan Juyi plans to subscribe a capital contribution of 100 million yuan in monetary funds. This investment aims to help the company expand its layout in the field of food consumer goods.




6. New share subscription: This week, a total of 11 new share subscriptions were made, including 3 on the Science and Technology Innovation Board, 5 on the Growth Enterprise Board, and 3 on the Beijing Stock Exchange, including Bixing IoT, Sinan Navigation, Guangzhou Steel Gas, Power Transmission, Kejingyuan, Gu High Tech, Weima Agricultural Machinery, Defu Technology, Huayang Racing, Hongyu Packaging Materials, and Road and Bridge Information.




7. Restriction and lifting of restrictions: This week, a total of 57 restricted shares were lifted, with a total of 51.15 shares lifted and a market value of 95.05 billion yuan lifted. Among them, Huada Jiutian ranked first on the lifting list with 18.764 billion yuan, while Guolian Securities and Sitewe ranked second and third with 14.114 billion yuan and 7.628 billion yuan respectively.




Wealth Focus




1. The Ministry of Education and four other departments jointly issued the 'Notice on Strengthening the Standardized Management of Art Examination Training in Deepening the Governance of Non disciplinary Off campus Training'. We will deepen the implementation of the 'double reduction' decision and deployment, deepen the governance of non disciplinary extracurricular training, comprehensively standardize the behavior of art examination training, adhere to the principle of putting education first and addressing both root and root causes. By 2024, the long-term mechanism for art examination training management will be basically sound, and the satisfaction of the people will be significantly improved.




2. Securities Times: With the advent of the wealth management era, the head public funds are actively starting to layout related businesses. In the long run, the wealth subsidiaries of public funds will accelerate the transformation of the wealth management industry to a 'buyer model', thereby creating greater business space for wealth management institutions and promoting high-quality development of the wealth management industry.






important news




1. Haidilao: In the first half of the year, the revenue from Going concern is expected to be no less than 18.8 billion yuan, an increase of no less than 23.7%, and the net profit is no less than 2.2 billion yuan. The increase in profit is mainly due to the improvement of turnover rate, internal management and operation, and the improvement of restaurant operating efficiency.




2. 36 Krypton: At 8:00 p.m. on July 29, Jackie Chan exclusively opened the live broadcast of the 'camping talk show' in Kwai, inviting Gem, Gong Linna, Naza and other star friends to gather in the studio to play games and sing golden songs. The number of bookings for this live broadcast exceeded 19.3 million, and the number of followers on Jackie Chan's account exceeded 72 million. The highest number of live viewers was over 8.51 million, and the cumulative likes in the live room exceeded 560 million.




3. CCTV Finance: Due to a deep financial crisis, Yale Freight Company, a logistics company with nearly a century of history in the United States, may file for bankruptcy protection on July 31st. Industry insiders have stated that the company is facing long-term debt problems, operating poorly, and does not have sufficient cash flow to support long-term operations. As of the end of March, the outstanding debt was approximately $1.5 billion, including approximately $730 million owed to the federal government.




4. Novo Nordisk: Anti-obesity medication Wegovy has been launched in Germany, and the first batch of German patients have exchanged prescriptions. This drug has been listed in the United States, but so far it has only been sold in smaller markets such as Norway and Denmark in Europe.




Financial data




1. Last Friday, the onshore RMB closed at 7.1645 against the US dollar at 16:30, down 0.3375% and up 0.2020% for the week; The central parity rate of the Chinese yuan was 7.1338, down 0.1024%, and up 0.1582% for the week.




2. New Third Board: Last week, 7 new listed companies were added, with a transaction amount of 1.198 billion yuan, a decrease of 16.95% compared to the previous month. As of now, the total number of companies listed on the New Third Board has reached 6459. Since the beginning of this year, the cumulative transaction amount of companies listed on the New Third Board has reached 33.346 billion yuan.




3. Shanghai Environmental Exchange: Last week, the trading volume of carbon emission quota listing agreements in the national carbon market was 311800 tons, with a total trading volume of 19.0382 million yuan and a closing price of 61.05 yuan/ton, a weekly decrease of 3.75%.




4. US stocks: Last Friday, the Dow closed up 0.50% at 35459.29 points, up 0.66% for the week; The Nasdaq rose 1.90% to 14316.66 points, up 2.02% for the week; The S&P 500 closed up 0.99% at 4582.23, up 1.01% for the week.




5. Europe: Last Friday, the FTSE 100 in the UK closed up 0.02% at 7694.27 points, up 0.40% for the week; The German DAX30 closed up 0.39% at 16469.75 points, up 1.81% for the week; France CAC40 closed 0.15% higher at 7476.47 points, up 0.59% for the week.




6. Gold: Last Friday, COMEX August gold futures closed 0.75% higher at $1960.40 per ounce, down 0.3% for the week.




7. Crude oil: Last Friday, the settlement price of WTI crude oil futures rose 0.61% to $80.58 per barrel, up 4.6% for the week; Brent crude oil futures settled 0.89% higher at $84.99 per barrel, up 4.8% for the week.




·A-shares do not believe in 'growing old together'·




► Securities Times: Since the beginning of this year, there have been a number of cases in the A-share market where shareholders of listed companies split their shares due to divorce, which has aroused widespread concern in the market. The CSRC questioned the related behavior, which is suspected of 'detour reduction'. On July 28, the CSRC said that major shareholders, directors, supervisors and senior executives of listed companies, as 'key minorities', should consciously regulate the reduction behavior, and should not evade the reduction restrictions by divorce, dissolution, liquidation, division or any other means. Divorce reduction may vary, but it is difficult to avoid stock price fluctuations as a result. Analysis shows that the uncertainty of reducing holdings due to marital changes is a market concern, and investors are concerned that some 'divorce style reducing holdings' are purely 'selling at high prices'. Market skepticism often leads to a decline in stock prices, with small and medium-sized investors being the most hurt.




Times Weekly: According to statistics, in the first half of the year, listed companies announced at least 8 cases of shareholder divorce and split shares, and 9 cases of planned or actual reduction of shares after divorce (15 cases after de duplication). Among them, 10 divorced shareholders are actual controllers or concerted action persons of the listed company. Most of these companies are concentrated in the popular AI field this year, and most of them are male partners who continue to operate the company, while the female partner distributes stocks and even offers clear '100 million yuan cash out plans'. Some actual accusers have just divorced, but later have been criminally detained for manipulating the market, which has also raised questions from investors about 'fake divorces and true holdings reduction'. The most interesting 'divorce case' was the 9 billion 'break-up fee' paid by Zhou Hongyi, Chairman of 360, on April 4. The day when the divorce was announced was the highest point of 360's share price this year.




According to the statement of the China Securities Regulatory Commission, 'key minority' must continue to comply with restrictive regulations on transfer deadlines, information disclosure requirements, especially pre disclosure requirements, and regulations on the reduction of holdings in terms of sales volume. For example, if a shareholder holds 20% of the shares, their reduction behavior will be restricted, and the reduction plan must be disclosed in advance, and the reduction cannot exceed 1% every 3 months. But after divorce, if one person gets 16% and the other gets 4%. If one party receives 4% of the shares and is not a major shareholder and is not within the scope of rules and regulations, there is no need to pre disclose or enforce the reduction limit. There is a possibility that some major shareholders of listed companies may evade the reduction restrictions through divorce. A market insider said that the China Securities Regulatory Commission has clarified the relevant rules that even if a divorce occurs, the calculation should still be merged, which will effectively solve the above problems.




Shanghai Stock Exchange: It is widely expected that the regulatory authorities will take measures to regulate the suspected 'detour reduction' behavior, which is of great significance for boosting investor confidence, maintaining capital market stability, fairness, and predictability, and comprehensively creating an investor friendly capital market ecological environment. However, how to define 'true divorce' and 'fake divorce' will become a difficult point for regulation. At the same time, although restricting the reduction of shares after divorce can protect investors' rights and interests, restricting the partial ownership of divorced property seems to limit the right to freely dispose of personal property. When dealing with similar cases, it is necessary to achieve a positive interaction between the Securities Law, Marriage Law, and Company Law, in order to jointly find a way that not only protects the legitimate exercise of property rights and interests of spouses after divorce, but also maximizes the protection of investors' rights and interests from infringement.


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