What are the important messages

Today's requisition tips

new shares, Jinkai Shengke purchase code 301509, issue price of 56.56 yuan, the purchase limit of 6000 shares; Changhua Chemical purchase code 301518, issue price of 25.57 yuan, the purchase limit of 9500 shares.

convertible bonds: the child king convertible bond purchase code is 371078, the minimum number of purchases per account is 10 (1000 yuan), the maximum number of purchases per account is 10000 (1 million yuan), the current premium rate is 3.38. The purchase code of Xingrui convertible bonds is 072937, the minimum number of purchases per account is 10 (1000 yuan), and the maximum number of purchases per account is 10000 (1 million yuan). The current premium rate is 1.23.

Investment is risky, so you need to be cautious about purchasing.

The SFC solicits comments on certain provisions to improve the supervision of specific short-term transactions

On July 21, the China Securities Regulatory Commission issued the "Several Provisions on Improving the Supervision of Specific Short-term Transactions (Draft for Comment)." The Regulations focus on specific investors such as major shareholders, directors and supervisors, and clearly refine the applicable standards and exemptions for specific short-term transactions.

Ministry of Industry and Information Technology: Promoting New Breakthroughs in Chemical Industry New Materials Industry Development

On July 21, the Ministry of Industry and Information Technology held a symposium on "Accelerating the Development of New Chemical Materials Industry and Promoting the High-quality Development of Downstream Industries" National Committee of the Chinese People's Political Consultative Conference and the Development of New Chemical Materials Industry, and listened face-to-face to the opinions of CPPCC members on the handling of the proposal, and held discussions and exchanges with relevant enterprises on promoting the innovation and development of new chemical materials industry.

The main engine of the manned lunar rocket completes the mission requirements verification

the sixth institute of the aerospace science and technology group said that the main engine of China's manned lunar landing rocket long march 10 completed another ignition test yesterday, verifying all the requirements of the rocket flight mission for the engine, providing strong support for the solidification of the technical state of the engine, the establishment of the technical baseline of the product and the improvement of reliability.

30 million travel vouchers issued during the summer vacation in Guangzhou

in order to further stimulate the consumption vitality of the cultural and tourism market, during the summer vacation this year, Guangzhou Municipal Bureau of Culture, Radio, Film and Tourism launched a series of activities to promote consumption, issuing cultural and tourism consumption coupons to citizens in Guangzhou and tourists to Guangzhou. It is understood that the Guangzhou Wen Lu consumer coupons were issued in three batches, with a total of more than 300000 consumer coupons.

National Health Insurance Bureau: timely incorporate qualified internal medical institutions into health insurance

The reporter learned from the National Medical Insurance Administration on the 21st that qualified medical institutions for the elderly will be included in the designated scope of medical insurance in a timely manner, promote the development of the combination of medical care and elderly care, and continuously enhance the sense of gain, happiness, and security of the elderly.

individual pension fund the total size of y shares has exceeded 5 billion yuan

according to statistics, by the end of the second quarter, the total size of Y shares of 151 individual pension funds has exceeded 5 billion yuan, more than double the statistical data at the end of 2022.

These announcements cannot be missed

Lepu Medical : to spin off subsidiary Bingkun Medical to Shenzhen Stock Exchange GEM listing

Lepu Medical (300003) announced on the evening of July 23 that the company intends to spin off its holding subsidiary Bingkun Medical to the Shenzhen Stock Exchange GEM listing. After the completion of the spin-off, Lepu Medical's equity structure will not change and will remain in control of Bingkun Medical. The spin-off is conducive to the Company's further concentration of resources in the cardiovascular business and will not have a material impact on the continued operations of the Company's other business segments.

runjian shares : pre-bid 3.339 billion yuan china mobile project

runjian shares (002929) announced on the evening of July 23 that China mobile procurement and bidding network recently released the "announcement of successful candidates for China mobile's network integrated maintenance service procurement project from 2023 to 2026". The company won the bid in 19 provinces including Guangdong, Jiangxi, Jiangsu, Henan, Hunan, Guizhou, Shandong, Anhui, Shaanxi, Guangxi, Yunnan, Hubei, Hebei, Beijing, Shanxi, Shanghai, Liaoning, Gansu, and Tianjin, with a total bid scale of 3.339 billion yuan (tax included).

Zhongju Hi-Tech : General Manager Deng Zuming Resigns

Zhongju Hi-tech (600872) announced on the evening of July 23 that the company's board of directors received Deng Zuming's resignation report on July 22, 2023. For personal reasons, Deng Zuming resigned as general manager of the company. After his resignation, Deng Zuming will not hold any position in the company and its subsidiaries.

hongxin electronics : plans to build a high-performance AI computing server intelligence project in 1 billion yuan

hongxin electronics (300657) announced on the evening of July 23 that the company and Gansu Tianshui economic and technological development zone management Committee reached a strategic consensus, and the two sides intend to jointly sign the "high-performance AI computing server intelligent construction project cooperation agreement". The company plans to invest in a high-performance AI computing server intelligent manufacturing project, with an estimated total investment of 1 billion yuan, and plans to build an intelligent manufacturing base with an annual output of 100000 AI computing servers.

Chuanyi Technology : subsidiary signed sodium ion battery product order

Chuanyi Technology (002866) announced on the evening of July 23 that Chuanyi Sodium Power, the company's holding subsidiary, recently entered the supply chain system of a world-renowned automobile manufacturer and obtained orders from its subsidiaries. This order is the first order signed between the customer and its subsidiaries and the company. The number and amount of sodium ion batteries involved are relatively small, and it has not had a significant impact on the company's operating results in 2023.

rongbai technology : approved to build a production base with an annual output of 80000 tons of ternary precursor and supporting sulfate in south Korea

rongbai science and technology (688005) announced on the evening of July 23 that the company recently received the "notice on the audit results of the 6th new wanjin national industrial park entry audit committee in 2023" issued by the new wanjin development department of the south Korean government, agreeing that the company should invest in the construction of a production base with an annual output of 80000 tons of ternary precursor and supporting sulfate in the new wanjin national industrial park of south Korea.

st zhongjia : subsidiary pre-bid 1.981 billion yuan china mobile project

ST Zhongjia (000889) announced on the evening of July 23 that China Mobile Procurement and Bidding Network recently announced the candidates selected for the network integrated maintenance service procurement project from 2023 to 2023 in 28 provinces/regions of China Mobile Communications Group. Changshi Communications, a wholly-owned subsidiary of the company, is Jiangsu, Guangdong, Inner Mongolia, Fujian, Shanghai, Liaoning, Guizhou, Hubei, Shandong, Jiangxi, Henan and Yunnan, one of the successful candidates for bidding projects in 12 provinces/regions, with a total bid amount of about 1.981 billion yuan (excluding tax).

* ST Jiakai : Received the decision to terminate the listing of shares

* ST Jiakai (000918) announced on the evening of July 23 that the company received the Shenzhen Stock Exchange's "Decision on Terminating the Listing of Jiakai City Group Co., Ltd." on July 21. The company's stock does not enter the delisting period. After the termination of the listing of the company's shares will be transferred to the national stock transfer company on behalf of the management of the de-listing plate listing transfer.

Brokers What to focus on today

Guotai Junan :

Strategy: Investment themes and individual stock recommendations: domestic equipment/data elements/new energy technologies/new power systems. 1. Domestic equipment: domestic replacement of general equipment with expected improvement and periodic performance improvement (Newway Stock/China Testing)/construction machinery (Sany Heavy Industry)/advanced packaging (Changdian Technology);2. Data Elements: Top-level design is expected to accelerate, data trading and asset revaluation are expected to become clear, and operators (China Unicom/China Telecom)/data services (Tai Chi) are recommended; 3. New Energy Technologies: optimistic about the commercialization process is expected to accelerate the composite collection fluid (Dongwei Technology)/heterojunction (Mai for shares), etc.; 4, new power system: source network load storage construction speed up (Yunnan energy investment/Weisheng information).

Zhongtai Securities :

Consumption: In the long run, service consumption drives value. China's current residents' service consumption as a proportion of residents' consumption is consistent with the level of the United States in the 1950 s and Japan and South Korea in the 1980 s. It is expected that the service pull in consumption upgrading will gradually dominate. With reference to red wine, the Western European wine market has undergone profound changes in consumer behavior and marketing methods in recent decades. Research shows that there is an important link between consumer experience and wine purchase behavior, Western European wine manufacturers through the fine design of wine purchase experience reform sales methods, and ultimately enhance consumer re-purchase, deepen the recognition of product value. Liquor is also expected to respond to market saturation and price transparency through a product-service model in the future, providing consumers with incremental service value and promoting product structure upgrades.