晨会纪要 2024-12-16 | --- | --- | --- | |------------|--------------------------------------------|------------------------------------------------------------------------------------------------------| | | | 2024 年 12 月 16 日 星期一 | | 【摘要】 | | | | | 【今日上市】 | | | | 001391 国货航 2024-12-16(初步询价终止日期) | | | | 001391 国货航 2024-12-16(初步询价起始日期) | | | | | 603194 中力股份 2024-12-16(网上中签率公布日) | | | 【公告停牌】 | | | | | 159612 国泰标普500ETF 2024-12-16(为保护投资者利益,国泰标普500ETF将于2024年12月16日开市起至当日 | | 10:30停牌) | | | | | 【特殊停牌】 | | | | | | | | ...

晨会纪要 2024-12-13 | --- | --- | --- | |-------|-------------------------------------------------------------|------------------------------------------------------------------------------------------------------| | | | 2024 年 12 月 13 日 星期五 | | | 【摘要】 | | | | 【今日上市】 603194 中力股份 2024-12-13(网上申购日) | | | | 【公告停牌】 | 159307 博时中证红利低波100ETF 2024-12-13(刊登收益分配公告,2024年12月13日上午开市起停牌一小时,上午十 | | | 点三十分复牌。) | | | | | 159612 国泰标普500ETF 2024-12-13(为保护投资者利益,国泰标普500ETF将于2024年12月13日开市起至当日 | | | 10:30停牌) | | | | | 161911 万家强化收益定期 ...

晨会纪要 2024-12-12 | --- | --- | --- | --- | |-------|----------------------------------------------------------------|------------------------------------------------------------------------------------------------------|----------------------------| | | | | 2024 年 12 月 12 日 星期四 | | | 【摘要】 | | | | | 【今日上市】 | 001239 永达股份 2024-12-12(上市日(公众部分)) | | | | 【公告停牌】 | | | | | 10:30停牌) | 159612 国泰标普500ETF 2024-12-12(为保护投资者利益,国泰标普500ETF将于2024年12月12日开市起至当日 | | | | | | | | | 点三十分复牌。) | 161713 招商信用添利债券(LOF)A 2024-12-12(刊登收益 ...

晨会纪要 2024-12-11 | --- | --- | |-----------------|------------------------------------------------------------------------------------------------------| | | 2024 年 12 月 11 日 星期三 | | 【摘要】 | | | 【今日上市】 | | | | 301617 N博苑 2024-12-11(上市日(一般法人获配)) | | | 920106 林泰新材 2024-12-11(网上申购资金解冻日) | | 【公告停牌】 | 159362 A500ETF工银 2024-12-11(刊登收益分配公告,2024年12月11日上午开市起停牌一小时,上午十点三十分复牌 | | 。) | | | | 159589 广发中证红利ETF 2024-12-11(刊登收益分配公告,2024年12月11日上午开市起停牌一小时,上午十点三十分 | | 复牌。) | | | | 180201 平安广交投广河高速REIT 2024-12-11(刊登收益分配公告,2024年12 ...

Summary of Key Points Core Insights - The report highlights significant market activities and stock suspensions for various companies on December 10, 2024, indicating a dynamic trading environment and potential investment opportunities in the affected sectors [2][4][6]. Company Announcements - Company 301598, 博科测试, is set to announce its online subscription rate on December 10, 2024, which may influence investor interest [2]. - 中力股份 (603194) has important dates for preliminary inquiries, with the termination date also falling on December 10, 2024, suggesting potential volatility in its stock price [2]. - 林泰新材 (920106) will have its online subscription day on December 10, 2024, which could attract investor attention [2]. Stock Suspensions - Several companies are undergoing stock suspensions due to various reasons, including 富国天丰强化债券 (161010) and 华富强化回报债券 (164105), both of which will be suspended for one hour on December 10, 2024, due to dividend announcements [2]. - Companies like *ST红阳 (000525) and 国风新材 (000859) are suspended due to ongoing restructuring processes, which may present risks and opportunities for investors looking for distressed assets [2][4]. - The report lists multiple companies with ongoing suspensions, indicating a trend of restructuring and potential investment opportunities in the future [4][6]. Market Trends - The report reflects a broader trend of companies in various sectors undergoing significant changes, including asset acquisitions and restructuring, which may create new investment opportunities [2][4][6].

Summary of Key Points Core Insights - The report highlights the upcoming listings and significant stock suspensions in the market, indicating potential investment opportunities and market movements [2][4][10]. Upcoming Listings - The following companies are set to be listed on December 9, 2024: - Zhongyuan Tong (301516) - Lanyu Co., Ltd. (301585) - online lottery rate announcement - Boke Testing (301598) - online subscription date [2]. Stock Suspensions - Several companies have announced stock suspensions due to various reasons: - Tianrui Instrument (300165) - stock suspension for one day due to risk warning [2]. - ST Hongyang (000525) - suspended due to ongoing restructuring [2]. - Guofeng New Materials (000859) - suspended for planning asset acquisition [2]. - Youa Co., Ltd. (002277) - suspended for asset acquisition planning [2]. - ST Zhongli (002309) - suspended during bankruptcy restructuring [2]. - ST Modern (002656) - suspended for failure to rectify fund occupation within the deadline [2]. - Fuhuang Steel Structure (002743) - suspended for asset acquisition planning [2]. Special Suspensions - Additional companies with special suspensions include: - 23 Zhonglin Group SCP003, SCP004, SCP005, SCP006, SCP007, SCP008 - suspended since November 21, 2023 [2]. - Various bonds and financial instruments have also been suspended, indicating a broader market impact [4][6][8]. Market Implications - The report suggests that the upcoming listings and stock suspensions could lead to increased volatility in the market, presenting both risks and opportunities for investors [2][4].

晨会纪要 2024-12-06 | --- | --- | --- | |-------|------------------------------------------------------|------------------------------------------------------------------------------------------------------| | | | 2024 年 12 月 06 日 星期五 | | | 【摘要】 | | | | 【今日上市】 301585 蓝宇股份 2024-12-06(网上申购日) | | | | 【公告停牌】 | 159529 景顺长城标普消费精选ETF(QDII) 2024-12-06(为保护投资者利益,景顺长城标普消费精选ETF(QDII)将于 | | | 2024年12月6日开市起至当日10:30停牌) | | | | | 180602 中金印力消费REIT 2024-12-06(刊登分红公告,2024年12月6日上午开市起停牌一小时,上午十点三十分复牌 | | 。) | | | | | 【特殊停牌】 | | | | ...

Summary of Key Points Core Insights - The report highlights the recent market activities, including new listings and trading suspensions, indicating a dynamic environment for investors [1][2][3]. Market Activities - New listings include N英思特 (301622) on December 4, 2024, which is available for general institutional allocation [1]. - Trading suspensions were announced for 国泰标普500ETF (159612) until 10:30 AM on December 4, 2024, to protect investor interests [1]. - Other ETFs such as 华夏中证智选500成长创新策略ETF (159620) and 银河通利 (161505) also experienced temporary suspensions due to announcements related to asset purchases and dividend declarations [1]. Special Suspensions - Several companies are under special trading suspensions due to various reasons, including ongoing restructuring processes and asset acquisition plans. Notable examples include *ST红阳 (000525) and 国风新材 (000859) [1][2]. - The report lists multiple companies with trading suspensions, indicating a significant number of firms undergoing financial or operational adjustments [1][2][3]. Overall Market Sentiment - The report reflects a cautious market sentiment, with numerous companies facing trading suspensions, which may signal underlying financial challenges or strategic shifts within these firms [1][2][3].

晨会纪要 2024-12-03 | --- | --- | |--------------|------------------------------------------------------------------------------------------------------| | | 2024 年 12 月 03 日 星期二 | | 【摘要】 | | | 【公告停牌】 | | | | 159529 景顺长城标普消费精选ETF(QDII) 2024-12-03(为保护投资者利益,景顺长城标普消费精选ETF(QDII)将于 | | | 2024年12月3日开市起至当日10:30停牌) | | | 159612 国泰标普500ETF 2024-12-03(为保护投资者利益,国泰标普500ETF将于2024年12月3日开市起至当日10:30停 | | 牌) | | | 【特殊停牌】 | | | | 000525 *ST红阳 2024-12-03(因继续推动重整程序中完成资金占用整改,公司股票将于2024年11月11日开市起停牌) | | | 000859 国风新材 2024-12-03(因公司拟 ...

Group 1: Manufacturing Sector Insights - The manufacturing PMI for November is 50.3%, an increase of 0.2 percentage points from October, marking three consecutive months of improvement[1] - The production index rose by 0.4 percentage points to 52.4%, while the new orders index increased by 0.8 percentage points to 50.8%, the first time it has entered the expansion zone since May[1] - The combined increase in production and new orders indices contributed approximately 0.3 percentage points to the overall PMI, indicating a favorable trend in manufacturing[1] Group 2: Small Enterprises and Economic Outlook - Small enterprises show significant improvement, with the "crowding out effect" alleviating under conditions of insufficient total demand[1] - The PMI for large enterprises decreased by 0.6 percentage points to 50.9%, indicating a slowdown in expansion, while small and medium enterprises' PMIs rose to 50.0% and 49.1%, respectively[1] - The overall economic outlook remains positive, supported by a package of policies aimed at high-quality development, particularly in the real estate sector, which is expected to enhance related industries[2] Group 3: Non-Manufacturing Sector Trends - The non-manufacturing business activity index fell by 0.2 percentage points to 50.0%, returning to the critical level after a slight increase in the previous month[2] - The construction sector's business activity index dropped to 49.7%, the first time below the critical point since February 2020[2] - Despite the decline in current activity, the business activity expectations index for non-manufacturing rose to 57.0%, indicating increased confidence among enterprises[2]