Every trading must know (evening edition) the northward net sale of funds 6.412 billion to buy Huatai Securities 0.534 billion;
DATE:  Aug 21 2023

On August 21, the Shanghai index fell 1.24 per cent. Northbound funds sold a net 6.412 billion yuan today. Among them, Shanghai Stock Exchange sold 5.432 billion yuan and Shenzhen Stock Exchange sold 0.98 billion yuan.

on August 21, in the list of stocks with active capital transactions in the north, there were 5 net purchases, with Huatai Securities (601688.SH, closing price: 16.2 yuan) and 0.5343 billion yuan net purchases. A total of 15 stocks were sold, with the largest amount being Guizhou Maotai (600519.SH, closing price: 1791.0 yuan) and 0.9942 billion yuan net sales.

on August 21, a total of 42 stocks were on the dragon and tiger list, and the daily net purchase of Sanan photoelectric dragon and tiger list was the largest, reaching 0.202 billion yuan.

in the dragon and tiger list, there are 21 stocks involved in the special seats for institutions. the top three net purchases are huashi technology, alliance and harelang huatong, which are 0.102 billion yuan, 58.2437 million yuan and 35.8909 million yuan respectively.

on August 21, 2023, a total of 126 large transactions occurred in Shanghai and Shenzhen stock markets, with a total turnover of 2.247 billion yuan, involving 71 listed companies.

1: Chianxin (688561.SH) said on the investor interaction platform on August 21 that the company has a wide range of government and enterprise security customers, and small and micro enterprises are also important customers. The company said that artificial intelligence has important value in the field of network security, and plans to become the "artificial intelligence national team" in 2022 ". Chianxin has a leading artificial intelligence research institute and a high-level team, and is developing large-scale artificial intelligence model products, and plans to officially release them at an appropriate time.

2: dry photo photoelectric (300102.SZ) said on August 21 on the investor interaction platform that the company continued to ship steadily in the field of laser chips, VCSEL products have passed the certification of well-known brand solution providers, and entered the smart home market. The company expects to start selling in-vehicle DMS products in 2023. In addition, dry-illuminated photovoltaics continues to develop and iterate on lidar multi-junction VCSELs for autonomous driving.

3: Jin Hyundai (300830.SZ) said on the investor interaction platform on August 21 that the company is using Fudan University's MOSS large language model to build AI low-code vertical applications. Jin Hyundai is building a proprietary large model in the low-code domain based on the lightweight, privatized deployment-enabled Fudan University MOSS large language model. The model will provide the application intelligence building ability of natural language interaction, and improve the efficiency and accuracy of configuration development work.

4: Qianjiang biochemical (600796.SH) said on the investor interaction platform on August 21 that the company had completed the bidding for EPC for the new construction of Hangzhou new district sewage treatment plant and the new construction of Hangzhou new district industrial sewage pretreatment plant, and construction was expected to start in September. The total designed sewage treatment capacity of the project is 230000 tons/day, which will improve the drainage safety and reliability of the western region of Haining City, and promote the unity of environmental, social and economic benefits.

5: Tongyuan Petroleum (300164.SZ) said on the investor interaction platform on August 21 that the company is deepening cooperation with Xinjiang Oilfield to carry out carbon dioxide injection and fracturing and other related projects. At the same time, Tongyuan Oil continues to promote carbon capture technology research and promote the negotiation and demonstration of new projects. The company currently has no plans to jointly develop the CCUS project with the Saudi Ministry of Energy and Saudi Aramco.

6: polyfluoro (002407.SZ) said on the investor interaction platform on August 21 that in addition to existing products, Zhongning silicon industry also plans to mass produce silicon carbide powder, fluorine-nitrogen mixture and other materials that can be used in the third generation of semiconductors. The company said that these new materials have broad prospects in the market and are currently increasing investment, expanding scale and opening up more customers.

7: Aohai Technology (002993.SZ) said on the investor interaction platform on August 21 that the company currently has portable energy storage products such as high-power mobile power supply and outdoor energy storage power supply, desktop small fan, outdoor energy storage camping lamp, etc. Based on the research and development experience of modular data power supply and the global intelligent manufacturing platform capability, Aohai Technology is laying out the photovoltaic inverter business and developing distributed photovoltaic inverter, inverter energy storage, outdoor energy storage and other products to provide modular power supply solutions for distributed small and medium-sized commercial and household customers.

8: Xiangxin Technology (002965.SZ) said on the investor interaction platform on August 21 that the company's robot hardware layer includes control, perception, motion, power, heat dissipation and assembly modules. Xiangxin Technology said that there is a certain degree of overlap between the robot industry chain and the parts industry chain technology of electric vehicles. The company has been supporting the supply of communications, digital energy, smart cars and other structural products for important strategic customers, and will continue to pay attention to industry trends, open up new areas and business.

[Zhejiang Jiaoke] announced on the evening of August 21 that the consortium formed by Zhejiang Jiaogong Group Co., Ltd., a subsidiary of the company, successfully became the first candidate for bid EPC-04 of Hangzhou Hezhuang-Yaqian Section of National Highway 104, with the winning amount of about 1.626 billion yuan. Zhejiang Jiaoke's 2022 operating income composition is: infrastructure engineering industry accounted for 88.57 percent, road maintenance industry accounted for 9.72 percent, chemical industry accounted for 1.01 percent.

[Dyson shares] announced on the evening of August 21 that the company released a semi-annual performance report. In the first half of 2023, operating income was about 0.577 billion yuan, an increase of 23.59 percent over the same period last year; net profit attributable to shareholders of listed companies was about 39.51 million yuan, an increase of 1548.45 percent over the same period last year; and basic earnings per share was 0.0811 yuan, an increase of 1167.19 percent over the same period last year.

[Rongsheng Petrochemical] announced on the evening of August 21 that the company intends to repurchase some of the issued RMB ordinary shares (A shares) through centralized bidding transactions for the conversion of corporate bonds issued by the company that can be converted into stocks. Or employee stock ownership plan. The amount of this repurchase shall not be less than 1 billion yuan (inclusive) and not more than 2 billion yuan (inclusive), and the repurchase price shall not exceed RMB 18 yuan per share (inclusive), and shall not exceed 150 of the average trading price of the company's shares in the 30 trading days before the board of directors passed the resolution on share repurchase.

[Baiyun electric appliance] announced on the evening of August 21 that Guilin power capacitor co., ltd., a subsidiary of the company, won the bid for the 33rd batch of 5 sub-bid projects purchased by the state grid co., ltd. in 2023, with a bid amount of about 0.191 billion yuan. Baiyun Electric's 2022 operating income composition is: electrical machinery and equipment manufacturing industry accounted for 98.9.

[Yangjie Technology] announced on the evening of August 21 that the company plans to repurchase shares for the company's employee stock ownership plan or equity incentives. The total amount of repurchase funds shall not be less than RMB 50 million and not more than RMB 0.1 billion. The price does not exceed RMB 58 per share, and the implementation period of the repurchase of shares shall not exceed 12 months from the date of approval by the general meeting of shareholders.

[Kaineng Health] announced on the evening of August 21 that the company released a semi-annual performance report. In the first half of 2023, operating income was about 0.796 billion yuan, an increase of 6.55 percent over the same period last year; net profit attributable to shareholders of listed companies was about 53.78 million yuan, an increase of 72.45 percent over the same period last year; and basic earnings per share were 0.1 yuan, an increase of 100 percent over the same period last year.

① As of press time, Dow futures were up 0.30 percent, S & P 500 futures were up 0.43 percent, and Nasdaq futures were up 0.58 percent.

② [Siri-controlled vehicles available, Tesla up more than 3%] As of press release, Tesla U.S. stocks were up 3.28 percent before the market. Tesla's iOS mobile app has been updated to control the vehicle with Siri.

③ [chip design company Arm to disclose issuance plan] according to foreign media reports, Arm, a chip design company acquired by Softbank group, will announce its IPO application documents as early as August 21, US time, and investors will have a glimpse of its financial situation. The IPO is scheduled for September and is expected to be the largest IPO on a U.S. exchange this year.

④ [Britain plans to purchase 5000 GPU chips from Avida] According to foreign media reports, Britain plans to spend 0.1 billion billion pounds to purchase thousands of high-performance AI chips in order to catch up with other countries in the global computing power competition. British government officials have already held discussions with IT giants such as Nvidia, AMD and Intel. Among them, the UK plans to purchase up to 5000 GPU from Nvidia.

⑤ [Citi will undergo the largest corporate restructuring in 15 years] According to foreign media reports, Citigroup CEO Jane Fraser is considering splitting the company's largest division, the institutional client group, into three main business units: investment and corporate banking, global markets and trading services. This will be the group's most significant corporate restructuring in nearly 15 years.

⑥ [DuPont is close to a deal and plans to sell its subsidiary to Jordan Co for about us $1.8 billion] according to people familiar with the matter, DuPont is conducting in-depth discussions and plans to sell Delrin's resin subsidiary to private equity company The Jordan Company for about us $1.8 billion.

⑦ [Threads will push the web version, and the daily life is less than 10 million] according to foreign media reports, Meta's Twitter competition Threads will launch the web version this week. Tracking data from SimilarWeb companies show that the number of daily activities in Threads has dropped from 50 million after the launch to less than 10 million.

⑧ [apple applies for PINEAPPLE trademark] according to the website of the state intellectual property office, apple has applied for registration of several "PINE APPLE" trademarks. the international classification involves scientific instruments, advertising sales and building repair. the current trademark status is all in application.

⑨ [UK regulators approve Broadcom's acquisition of VMware] Broadcom's $61 billion acquisition of software company VMware Inc. was approved by UK antitrust regulators. Broadcom is still waiting for U.S. regulators to make a statement. As of press time, Verui U.S. stocks were up 5.55 percent before the market.

⑩ Beijing time 20:30, Canada's new house price index data released in July.

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