What are the important messages

Purchase Today

In terms of new shares, 1 new shares were purchased today. Minsheng Health purchase code 301507, issue price of 10 yuan.

There are risks in investment, and the purchase should be cautious.

Ministry of Finance: from January to July, the national general public budget revenue was 13933.4 billion yuan, up 11.5 year on year

According to data from the Ministry of Finance, from January to July, the national general public budget revenue was 13933.4 billion yuan, a year-on-year increase of 11.5; from January to July, the stamp duty on securities transactions was 128 billion yuan, a year-on-year decrease of 30.7.

Chen Yiqing, former director of China Banknote Printing and Minting Group Co., Ltd., was investigated

News from the Discipline Inspection and Supervision Team of the Central Commission for Discipline Inspection and the State Supervision Commission in the People's Bank of China and the Shaanxi Provincial Commission for Discipline Inspection: Chen Yiqing, the former director of China Banknote Printing and Minting Group Co., Ltd., is subject to disciplinary review and supervision and investigation.

Hong Kong's July overall CPI up 1.8 year-on-year

Hong Kong's Census and Statistics Department announced that the composite consumer price index rose 1.8 per cent in July from a year earlier, slightly lower than the 1.9 per cent in June. Excluding the impact of a single government bailout, underlying inflation was 1.6 per cent, also slightly lower than June's 1.7 per cent.

Chongqing mayor: to keep a close eye on the "golden nine silver ten" is conducive to the real estate market related policies can be out, should be out early

Chongqing held a special meeting on promoting urban construction and real estate development. Hu Henghua, mayor of Chongqing, stressed that it is necessary to pay close attention to the "golden nine silver ten", which is conducive to the relevant policies of the real estate market.

16 public offerings, brokerage asset management to sell their own purchase

on August 21, public offering and brokerage capital management intensively sold their own purchases. at present, at least 16 institutions have purchased their own purchases with a total amount of 1 billion yuan.

These announcements cannot be missed

microlight shares : overdue payment of 50 million yuan Zhongrong trust products purchased

microlight shares (002801) announced on the evening of August 21 that on may 22, 2023, the company purchased the trust product Zhongrong-gathering gold 1 issued by Zhongrong trust, with an amount of 50 million yuan and a maturity date of August 21, 2023. As of the disclosure date, the company has not received the trust product principal and investment income.

Jianfeng group : holding subsidiary Jianfeng pharmaceutical products failed sampling inspection

Jianfeng group (600668) announced on the evening of August 21 that the state food and drug administration issued a notice on August 18 on 14 batches of drugs that did not conform to the regulations. among them, the loading inspection of olopatadine hydrochloride eye drops (batch number: 211206) produced by Jianfeng pharmaceutical, the company's holding subsidiary, did not conform to the regulations. Up to now, a total of 1405 bottles of the unsold part of the batch of products have been recalled. At the same time, according to the monitoring of the areas where the batch of products has been used, no relevant adverse feedback has been received. The company has instructed Peak Pharmaceuticals to seriously investigate and rectify. In 2022, the sales revenue of Jianfeng Pharmaceutical was 25.4213 million yuan, accounting for 0.71 of the company's operating income in 2022. This incident has no significant impact on the company's production and operation, and the company's production and operation are normal at present.

Tongwei shares : plans to speed up the construction of "green silicon valley" in Leshan city, 20 billion yuan

Tongwei shares (600438) released its semi-annual report on the evening of August 21, achieving operating income of about 74.068 billion yuan in the first half of the year, up 22.75 percent from the same period last year, net profit of about 13.27 billion yuan, up 8.56 percent from the same period last year, and basic earnings per share of about 2.95 yuan. Tongwei shares also announced that the company is based in Leshan city to speed up the construction of "China's green silicon valley" and plans to invest in 16GW pull rod, slice and battery chip projects in Emeishan city of Leshan city, with an estimated total investment of about 10 billion yuan. It is planned to invest in a 16GW pull rod, slice and battery chip project in Wutongqiao District of Leshan City, with an estimated total investment of about 10 billion yuan.

* ST Haitou : the company's shares will be delisted by Shenzhen Stock Exchange on August 23

* ST Haitou (000616) announced on the evening of August 21 that the company's shares have been terminated by the Shenzhen Stock Exchange and will be delisted by the Shenzhen Stock Exchange on August 23, 2023.

Zijin Mining : Proposed Acquisition of Interest in Juno Copper Mine in Tibet

Zijin Mining (601899) announced on the evening of August 21 that Zijin Industrial, a wholly-owned subsidiary, intends to participate in the equity restructuring of Tibet Zhonghui Industrial Co., Ltd. (hereinafter referred to as "Zhonghui Industrial") with Zilong Mining, a joint-stock company of Zijin Industrial. In this reorganization, Zijin Industrial will invest a total of about 1.646 billion yuan through the transfer of shares in Zhonghui Industrial and the capital increase of Zhonghui Industrial and Zilong Mining. After penetration, Zijin Industrial will eventually acquire 48.591 percent of the shares in Zhonghui Industrial. After the reorganization is completed, Zhonghui Industry will hold the prospecting right of Juno Copper Mine (hereinafter referred to as "Juno Copper Mine") in Angren County, Xigaze, Tibet. Juno Copper Mine is a super-large copper mine with a controlled + inferred grade copper metal resource of about 2.2 million tons, with an average grade of 0.62. Another low-grade copper metal resource volume is about 1.34 million tons, with an average grade of 0.29. After the reorganization, Zijin Industrial will lead the construction and operation of Juno Copper Mine. The design scale of the project is 24 million tons/year, with an average annual copper production of 99000 tons.

reko defense : first half net profit of 0.135 billion yuan increased 1149.57% year on year

Lei Ke Defense (002413) disclosed its semi-annual report on the evening of August 21. The company achieved operating income of 0.594 billion yuan in the first half of the year, down 10% year-on-year; net profit of 0.135 billion yuan, up 1149.57 year-on-year; non-net profit of -15.9092 million yuan; basic earnings per share of 0.10 yuan.

Hainan Airport : First-half net profit of 0.583 billion yuan increased by 807.55 year-on-year

Hainan Airport (600515) disclosed its semi-annual report on the evening of August 21. In the first half of the year, the company achieved operating income of 3.37 billion billion yuan, a year-on-year increase of 48.81; net profit of 0.583 billion billion yuan, a year-on-year increase of 807.55; basic earnings per share of 0.05 yuan.

Tongqinglou : first-half net profit of 0.146 billion yuan increased by 589.46 year-on-year

Tongqinglou (605108) released its semi-annual report on the evening of August 21. In the first half of the year, it achieved operating income of about 1.082 billion yuan, a year-on-year increase of 45.18; net profit of about 0.146 billion yuan, a year-on-year increase of 589.46; basic earnings per share 0.56 yuan. The company takes the catering business as the core foundation, catering, hotels, food three-round linkage development, has built a business growth flywheel, forming a new pattern of business enhancement loop.

lege shares : first half net profit of 0.443 billion yuan increased 239.76 year on year

Lege shares (300729) disclosed its semi-annual report on the evening of August 21. The company achieved operating income of 1.678 billion billion yuan in the first half of the year, a year-on-year increase of 8.37; net profit of 0.443 billion billion yuan, a year-on-year increase of 239.76; basic earnings per share of 1.43 yuan.

David medical : net profit in the first half of the year increased by 156.79 in 91.7768 million yuan compared with the same period last year

David Medical (300314) disclosed its semi-annual report on the evening of August 21. The company achieved operating income of 0.317 billion billion yuan in the first half of the year, an increase of 51.82 percent over the same period last year; net profit of 91.7768 million billion yuan, an increase of 156.79 percent over the same period last year; and basic earnings per share of 0.32 yuan.

huakai yi bai : first half net profit of 0.208 billion yuan increased 149.66% year on year

Hua Kai Yibai (300592) disclosed its semi-annual report on the evening of August 21. The company achieved operating income of 2.992 billion billion yuan in the first half of the year, an increase of 52.10 percent over the same period last year; net profit of 0.208 billion billion yuan, an increase of 149.66 percent over the same period last year; and basic earnings per share of 0.76 yuan.

zhuhai guanyu : net profit of 0.14 billion yuan in the first half of the year increased by 125.06 year on year

Zhuhai Guanyu (688772) released its semi-annual report on the evening of August 21. In the first half of the year, it achieved operating income of about 5.473 billion yuan, a year-on-year decrease of 4.59; net profit of about 0.14 billion yuan, a year-on-year increase of 125.06; basic earnings per share 0.13 yuan. The increase in net profit during the reporting period was mainly due to the combined effects of multiple factors such as the increase in the exchange rate of the US dollar against the RMB, the decline in the market price of raw materials, the decrease in share payment expenses recognized by the restricted stock incentive plan, and the continuous promotion of refined management to improve production and operation efficiency.

Wujin stainless steel : first half net profit of 0.184 billion yuan increased 123.29 year on year

Wujin Stainless (603878) disclosed its semi-annual report on the evening of August 21. In the first half of the year, it achieved operating income of about 1.828 billion yuan, a year-on-year increase of 44.16; net profit was about 0.184 billion yuan, a year-on-year increase of 123.29; basic earnings per share was 0.33 yuan. In the first half of the year, the growth rate of investment in the company's downstream industries increased steadily. Among them, the power equipment manufacturing industry benefited from the stable support of industrial policies, and the demand increased, and the petrochemical industry maintained a steady increase.

Huang's group : net profit of 0.213 billion yuan in the first half of the year increased by 121.71 year on year

Huangshi Group (002329) disclosed its semi-annual report on the evening of August 21. The company achieved operating income of 1.818 billion billion yuan in the first half of the year, a year-on-year increase of 37.85; net profit of 0.213 billion billion yuan, a year-on-year increase of 121.71; basic earnings per share of 0.25 yuan.

Xiangxin Technology : First-half net profit of 0.168 billion yuan increased 121.2 year-on-year

Xiangxin Technology (002965) disclosed its semi-annual report on the evening of August 21. The company achieved operating income of 2.451 billion billion yuan in the first half of the year, a year-on-year increase of 43.38; net profit of 0.168 billion billion yuan, a year-on-year increase of 121.20; basic earnings per share of 0.94 yuan. Xiangxin Technology's main business is research and development, production and sales of precision stamping dies and metal structural parts.

Action Education : Net profit in the first half of the year increased by 113.8 year on year. It is planned to send 10 8 yuan

Action Education (605098) announced its semi-annual report on the evening of August 21. In the first half of the year, it achieved operating income of about 0.288 billion yuan, a year-on-year increase of 43.06; net profit of 0.105 billion yuan, a year-on-year increase of 113.80; basic earnings per share 0.89Yuan. During the reporting period, orders for training and consulting business were abundant, training courses and consulting services increased, and operating income increased. The Company intends to pay a cash dividend of 8 yuan (including tax) per 10 shares.

Today's International : Net profit in the first half of the year increased 101.49 year on year. It is proposed to send 10 3 yuan

Today International (300532) disclosed its semi-annual report on the evening of August 21. The company's revenue in the first half of the year was 1.562 billion billion yuan, up 34.28 percent from the same period last year, and its net profit was 0.215 billion billion yuan, up 101.49 percent from the same period last year. During the reporting period, the company completed the implementation and confirmed the revenue of the project scale increased year-on-year, the comprehensive gross profit margin increased, and the order in hand at the end of the reporting period was 5.337 billion yuan. The company intends to pay a cash dividend of 3 yuan (including tax) to all shareholders for every 10 shares.

What brokers are concerned about today

Zhongtai Securities

Macro: In the short term, it will take patience to boost market vitality. On the one hand, the tortuous economic recovery process will continue in the short term; on the other hand, external factors such as the uncertainty of the Fed's interest rate hike process will be transmitted to the domestic capital market. In addition, it will take some time for ministries and commissions to implement the relevant policies of the Politburo meeting to "activate the capital market and boost investor confidence.

Guotai Junan :

Macro: It is expected that China's securities investment capital outflow will stabilize and gradually enter the net inflow pattern, and the net outflow of direct investment may further increase. The main reason is not the decrease of foreign investment, but the increase of China's foreign investment. On the whole, the pressure on capital outflows has been reduced, and the pressure on the depreciation of the RMB exchange rate has been reduced, but the pressure on the current account is still there, and the RMB is expected to maintain two-way fluctuations.