(Original title: Lightning rod: chip stock company director suspected of insider trading was filed by China Securities Regulatory Commission)
Guide:The Financial Associated Press ran into lightning rods on Dec. 13. Recently, the potential risk events in A-shares and overseas markets are as follows. Internal economic information includes: 1) The increase in the scale of social financing in November was 1.99 trillion yuan, 610.9 billion yuan less than the same period last year; 2) The quotation of some lithium battery materials decreased, and the lithium carbonate battery decreased by 2,500 yuan/ton; The company’s top concerns include: 1) Yu Li, director of National Technology, was filed by the China Securities Regulatory Commission for allegedly insider trading the company’s shares; Concerns include: 1) Popular Chinese stocks generally declined, and Bilibili fell more than 9%; 2) The downturn in the global LCD market has widened and demand is expected to increase in or until June next year.
economic information
1. According to the central bank’s preliminary statistics, the increase in the size of social financing in November 2022 will be 1.99 trillion yuan, which is 610.9 billion yuan less than the same period last year. Among them, RMB loans issued to the real economy increased by 1.14 trillion yuan, a year-on-year decrease of 157.3 billion yuan; foreign currency loans issued to the real economy decreased by 64.8 billion yuan, equivalent to a year-on-year decrease of 51.4 billion yuan; credit lines decreased by 8.8 billion yuan, a year-on-year decrease of 12.3 billion yuan; trust loans decreased 36.5 billion yuan, a year-on-year decrease of 182.5 billion yuan; net funding of corporate bonds was 59.6 billion yuan, a year-on-year decrease of 341 billion yuan; net financing of government bonds was 652 billion yuan, a year-on-year decrease of 163.8 billion yuan; the domestic equity financing of financial enterprises was 78.8 billion yuan, a year on year decrease of 50.6 billion yuan.
2. Most major domestic futures contracts fell: palm fell nearly 3%, iron ore fell more than 2%, cotton yarn, rapeseed meal, soybean oil , rubber, canola oil, low sulfur (LU) fuel oil, and soybean oil decreased by more than 1%, staple fiber and methanol increased by more than 1%. ‘1%.
3. According to data released by the Shanghai Steel Union, the quotations of some lithium battery materials decreased on the 12th. Battery grade lithium carbonate decreased by 2,500 yuan/ton, with an average price of 564,000 yuan/ton. ; lithium hydroxide fell 2,500 yuan/ton; nickel pips fell 1,200 yuan/ton.
4. Financial Associated Press reporters learned from various interviews that the recent continued decline in hog prices, in addition to the “slow peak season” caused by lower-than-expected consumer demand, is another important factor due to the apparent increase on the supply side The next pattern of strong supply and weak demand This is expected to continue and hog prices may fall further in the near term.
Company warning
1. National Technology: Director Yu Li was filed by the China Securities Regulatory Commission for alleged insider trading of the company’s shares.
2. Tianrui instruments: the new branch corona antigen detection kit has not obtained the registration certificate issued by the national drug supervision and management department.
3. Northern rare earths: Baotou Steel intends to adjust the price of rare earth concentrate to 35,313 yuan/ton before tax.
4. Jiangsu Beiren: Shareholders intend to reduce their holdings to no more than 8.69% of the company’s shares.
5. Risong Technology: Xiamen Hengxing intends to reduce its holdings to no more than 5% of the company’s shares.
6. Hengtong shares: Yu Jiangshui plans to reduce his holdings by no more than 4.28%.
7. About Saiyi: Current controllers Liu Weichao and Ouyang Xiangying intend to reduce their holdings to no more than 1.5% of the shares.
8. China Bao’an: Betterray intends to reduce its holdings in Fangyuan shares by no more than 22.51 million shares.
9. Korrun Stock: 2 directors and executives plan to reduce their holdings to no more than 1.8825 million shares.
10. Yaxing Anchor Chain: Director Zhang Weixin plans to reduce his holdings by no more than 525,000 shares.
11. Neptunus Biology: Director and executive Shen Dakai plans to reduce his holdings by no more than 500,000 shares.
12. Hanbang Hi-Tech: Vice President Zhang Haifeng intends to reduce his holdings by no more than 214,800 shares.
13. Sentury: Ningbo Senrun intends to reduce its holdings by 2,665,483 shares.
14. Yaoshi Technology: Wu Xihan has completed the 0.90% reduction of shares and plans to continue reducing the shares to no more than 0.36%.
15. Hangzhou Garden: The current controller and people acting in concert intend to reduce their holdings by no more than 2%.
16. Huahong Technology: Qinying Investment, a 5% shareholder, intends to reduce its holdings by no more than 1 million shares.
17. Aotai Biotech: directors, senior management and core technicians Lu Weike intends to reduce his holdings by no more than 100,000 shares.
18. Zhongxin Fluoromaterials: The shareholders and directors plan to reduce their stake in the company by no more than 2.94%.
19. Heda Technology: The resignation of Dong Gao Lu Fuming and his parties agreed plans to reduce their holdings to no more than 22,500 shares.
20. Guomao shares: Vice President Tan Jiaming plans to reduce his holdings to no more than 73,500 shares.
21. 263: The controlling shareholder intends to reduce its stake in the company by no more than 0.72%.
22. Nuoli shares: Director Zhang Ke intends to reduce his holdings by no more than 0.86%.
23. Shengtong: Antigen-related products currently account for a small portion of overall revenue, and short-term orders may increase.
24. *ST Haihe: Ms. Yu Li, an independent director, received a notice of filing an alleged insider trading case.
25. Seazen Holdings: The amount of sales contracted in November decreased by 67.44% year over year.
26. Xuantai medicine: Ursodeoxycholic acid capsules have not experienced a significant increase in sales.
Warning abroad
1. Popular Chinese conceptual stocks generally declined, and the Nasdaq China Golden Dragon Index fell 2.77%. Bilibili fell more than 9%, Tencent Music fell more than 6%, Manbang, Xiaopeng Motors, iQiyi, Pinduoduo fell more than 4%, Baidu, Li Auto fell more than 2%, Futu Holdings, Alibaba, Weibo, JD.com, Weilai and NetEase were down more than 1%, and Vipshop was down slightly. Qudian was up more than 4%, and Zhifu’s funding was up more than 2%.
2. In 2022, the year-end sales performance in the European and American markets is deserted, which will further amplify the global LCD market decline. The overall level of brand and channel inventory is estimated to last approximately 4 to 6 months. Slow inventory reduction will lead to the global LCD market may continue to decline in 2023 and return to the market size of approximately 129 million units in 2019 However, e-sports, portable and touch displays are expected to grow against the wind. Lin Zonghan, general manager of ViewSonic’s display business unit, said that overall market demand is expected to wait until June-July 2023, and the average selling price will continue to decline. (Taiwan Electronic Times)
3. Goldman Sachs plans to lay off at least hundreds more people. The Wall Street giant is restructuring its struggling consumer business and bracing itself for an uncertain economic year. The bank is drawing up plans to potentially cut at least 400 jobs from its loss-making retail banking business, according to people familiar with the matter.
