晨会纪要 2025-01-24 2025 年 01 月 24 日 星期五 【摘要】 【今日上市】 603375 盛景微 2025-01-24(上市日(公众部分)) 【公告停牌】 159866 日经ETF 2025-01-24(为维护投资者利益,日经ETF将于2025年1月24日开市起至当日10:30停牌) 【特殊停牌】 000040 ST旭蓝 2025-01-24(因无法在责令改正期限内完成资金占用整改,公司股票将于2025年1月6日开市起停牌) 000972 中基健康 2025-01-24(因公司拟筹划发行股份购买资产事项,公司股票将于2025年1月14日开市起停牌) 012381103 23中林集团SCP003 2025-01-24(23中林集团SCP003自2023年11月21日起停牌) 012381559 23中林集团SCP004 2025-01-24(23中林集团SCP004自2023年11月21日起停牌) 012382176 23中林集团SCP005 2025-01-24(23中林集团SCP005自2023年11月21日起停牌) 012382883 23中林集团SCP006 2025-01-24( ...

Summary of Key Points Core Insights - The report highlights the recent market activities including new listings and special trading suspensions of various ETFs and stocks, indicating a dynamic investment environment [2][3][4]. Group 1: Recent Listings and Suspensions - The report notes the listing of N Fuling (001356) on January 23, 2025, which is significant for investors looking for new opportunities [2]. - Several ETFs, including the Guotai Zhongzheng Hong Kong Stock Connect High Dividend Investment ETF (159331) and the Jiashi S&P Oil and Gas Exploration and Production Selected Industry ETF (159518), were suspended for trading on the same day due to dividend announcements and investor protection measures [2]. - A total of 12 ETFs and stocks were reported to be suspended, reflecting ongoing regulatory actions and market adjustments [3][4]. Group 2: Special Trading Suspensions - Specific stocks such as ST Xulan (000040) and Zhongji Health (000972) were suspended due to failure to rectify financial issues and pending asset acquisition plans, respectively [3]. - The report lists multiple bonds and securities that have been suspended for various reasons, including continuous losses and regulatory compliance issues, indicating a cautious approach by regulators [4][5][6]. Group 3: Market Dynamics - The trading suspensions and new listings suggest a volatile market environment where investors need to stay informed about regulatory changes and company-specific developments [2][3][4]. - The report emphasizes the importance of monitoring these changes as they can present both risks and opportunities for investment strategies [2][3].

Summary of Key Points Group 1: Market Activity - Multiple ETFs including 嘉实标普石油天然气勘探及生产精选行业ETF(QDII) and 国泰标普500ETF are scheduled for suspension on January 22, 2025, from market opening until 10:30 AM to protect investor interests [1][1][1] - 华夏合肥高新产园REIT will suspend trading for one hour starting from market opening on January 22, 2025, due to a dividend announcement [1] - Several other ETFs, including 富国标普石油天然气勘探及生产精选行业ETF(QDII) and 博时纳斯达克100ETF, will also be suspended for the same duration on the same date [1][1] Group 2: Special Suspensions - ST旭蓝 is suspended from January 6, 2025, due to failure to rectify fund occupation within the mandated period [2] - 中基健康 is suspended from January 14, 2025, as the company plans to issue shares for asset acquisition [2] - Multiple 中林集团 SCP bonds have been suspended since November 21, 2023, indicating ongoing issues with these securities [2][2] Group 3: Bond Market Activity - Various bonds including 三一转债 and 安泰01次 have been suspended for extended periods, indicating potential liquidity issues or regulatory concerns [3][3] - The suspension of bonds like 22平4次 and H2盐湖01 suggests ongoing market adjustments and investor caution [3][3] Group 4: Ongoing Monitoring - Continuous monitoring of suspended securities is essential as many have been inactive for significant durations, reflecting broader market conditions and investor sentiment [4][5][6]

Summary of Key Points Core Insights - Multiple ETFs and REITs are suspended for trading on January 21, 2025, to protect investor interests, indicating potential volatility in the market [2][3][4][5][6][7][8][9] Group 1: ETF Suspensions - Southern Fund Saudi Arabia ETF (QDII) is suspended from trading until 10:30 AM on January 21, 2025 [2] - Harvest S&P Oil and Gas Exploration and Production Select Industry ETF (QDII) is also suspended until 10:30 AM on January 21, 2025 [2] - Invesco S&P Consumer Select ETF (QDII) will be suspended until 10:30 AM on January 21, 2025 [2] - Guotai S&P 500 ETF is suspended until 10:30 AM on January 21, 2025 [2] - Southern Fund FTSE Asia Pacific Low Carbon Select ETF (QDII) is suspended until 10:30 AM on January 21, 2025 [2] - Huashan Germany (DAX) ETF is suspended until 10:30 AM on January 21, 2025 [2] - Fortune S&P Oil and Gas Exploration and Production Select Industry ETF (QDII) is suspended until 10:30 AM on January 21, 2025 [2] - Saudi ETF is suspended until 10:30 AM on January 21, 2025 [2] Group 2: Special Suspensions - ST Xulan is suspended due to failure to rectify fund occupation issues by the deadline, effective January 6, 2025 [3] - Zhongji Health is suspended due to plans to issue shares for asset acquisition, effective January 14, 2025 [3] - Multiple bonds from Zhonglin Group are suspended since November 21, 2023, indicating ongoing financial issues [3] - Sany Convertible Bond is suspended since March 20, 2019, reflecting long-term financial challenges [3] - Antai 01 is suspended since March 28, 2023, indicating potential issues with the issuer [3] Group 3: Additional Suspensions - Various bonds and securities are suspended for reasons ranging from continuous losses to issuer requests, indicating a broader trend of financial instability in certain sectors [4][5][6][7][8][9]

Summary of Key Points Group 1: Market Activity - Several ETFs, including 159518, 159612, 159655, 159866, 513030, and 513350, will be suspended from trading on January 20, 2025, until 10:30 AM to protect investor interests [1][1][1][1][1][1] - The newly listed company 920108 Honghai Technology will have its funds released for online subscription on January 20, 2025 [1] Group 2: Special Suspensions - ST Xulan (000040) is suspended due to failure to rectify fund occupation within the mandated period, effective January 6, 2025 [2] - Zhongji Health (000972) is suspended as it plans to issue shares for asset acquisition, effective January 14, 2025 [2] - Subway Design (003013) is suspended for planning to issue shares and raise matching funds, effective January 7, 2025 [2] Group 3: Ongoing Suspensions - Multiple bonds and securities, including 23 Zhonglin Group SCP003, SCP004, SCP005, SCP006, SCP007, SCP008, and others, have been suspended since November 21, 2023 [2][3][4][5][6][7][8][9]

Summary of Key Points Group 1: Market Activity - Several companies are scheduled for listing and subscription on January 17, 2025, including Yalian Machinery (001395) and Honghai Technology (920108) [1] - Multiple ETFs, including Guotai S&P 500 ETF and Huaxia S&P 500 ETF (QDII), are temporarily suspended to protect investor interests [1] Group 2: Special Suspensions - ST Xulan (000040) is suspended due to failure to rectify fund occupation within the mandated period [2] - Zhongji Health (000972) is suspended as it plans to issue shares for asset acquisition [2] - Subway Design (003013) is suspended for planning to issue shares and raise matching funds [2] Group 3: Ongoing Suspensions - Various bonds and securities, including 23 Zhonglin Group SCP003 to SCP008, have been suspended since November 21, 2023 [2][3] - Multiple other securities have been suspended for various reasons, including continuous losses and regulatory compliance issues [3][4][5]

Summary of Key Points Core Insights - The report highlights the scheduled listings and special trading suspensions of various ETFs and stocks on January 16, 2025, indicating a focus on investor protection and corporate governance issues [1][2][3]. Scheduled Listings - The report mentions the online subscription date for the company "亚联机械" (Yalian Machinery) on January 16, 2025, marking its entry into the market [1]. Trading Suspensions - Several ETFs, including "南方基金南方东英沙特阿拉伯ETF(QDII)" and "博时中证A500ETF," are set to be suspended from trading until 10:30 AM on January 16, 2025, due to dividend announcements and investor protection measures [1]. - Stocks such as "ST旭蓝" and "藏格矿业" are suspended due to issues like failure to rectify fund occupation and control change matters, respectively [2]. - The report lists multiple other stocks and bonds that have been suspended for various reasons, including ongoing corporate actions and compliance issues [3][4][5][6][7][8][9].

Summary of Key Points Group 1: Market Activity - Several companies are scheduled for listing on January 15, 2025, including 富岭股份 (Fuling Co., Ltd.) and N惠通 (N Huitong) [1] - Multiple ETFs are set to suspend trading on the same date to protect investor interests, including 景顺长城纳斯达克科技ETF (Invesco Great Wall Nasdaq Technology ETF) and 嘉实标普石油天然气勘探及生产精选行业ETF (Harvest S&P Oil & Gas Exploration and Production Selected Industry ETF) [1] - Special suspensions are noted for companies like ST旭蓝 (ST Xulan) and 藏格矿业 (Cangge Mining) due to various corporate actions [2] Group 2: Corporate Actions - ST旭蓝 is suspended due to failure to rectify fund occupation issues within the mandated timeframe [2] - 藏格矿业 is undergoing a control change, leading to its suspension [2] - 中基健康 (Zhongji Health) is planning to issue shares for asset acquisition, resulting in its suspension [2] Group 3: Investment Opportunities - The listing of 富岭股份 and N惠通 presents potential investment opportunities for market participants [1] - The suspension of various ETFs may indicate underlying market conditions that could affect investor sentiment and trading strategies [1][2] - Companies undergoing significant corporate actions, such as asset acquisitions and control changes, may present unique investment opportunities or risks depending on the outcomes of these actions [2]

Summary of Key Points Core Viewpoints - The report highlights the upcoming listings and special suspensions of various stocks and ETFs on January 13, 2025, indicating active market movements and potential investment opportunities in newly listed companies [1][2][3]. Company Announcements - **New Listings**: - 301602 Chao Yan Co., Ltd. will be available for online subscription on January 13, 2025 [1]. - 603312 Xi Dian New Energy will officially list on January 13, 2025 [1]. - **Suspensions Due to Dividends**: - 159351 Harvest CSI A500 ETF will suspend trading for one hour starting from 10:30 AM on January 13, 2025, due to a dividend announcement [1]. - 160706 Harvest CSI 300 ETF Link (LOF) A will also suspend trading for one hour starting from 10:30 AM on January 13, 2025, for the same reason [1]. - 164808 ICBC Seasonal Income Bond A will suspend trading for one hour starting from 10:30 AM on January 13, 2025, due to a dividend announcement [1]. Special Suspensions - Several companies are undergoing special suspensions due to various corporate actions: - 000016 Deep Konka A is suspended due to plans for issuing shares to purchase assets [2]. - 000040 ST Xulan is suspended for failing to rectify fund occupation issues within the mandated timeframe [2]. - 000408 Cangge Mining is suspended due to plans for a change in company control [2]. - 000777 China Nuclear Technology is suspended for issuing shares to purchase assets and raising matching funds [2]. - 002123 Dream Network Technology is suspended for plans to issue shares and pay cash for asset purchases [2]. - 002494 Huasi Co., Ltd. is suspended for plans to issue shares to purchase assets [2]. Additional Notes - The report includes a comprehensive list of various bonds and securities that are suspended for different reasons, indicating a broader trend of corporate restructuring and financial adjustments within the market [3][4][5][6][7][8][9].

Summary of Key Points Group 1: Market Activity - Several companies are listed for online subscription on January 14, 2025, including 001356 Fuling Co., Ltd. and 301602 Chaoyan Co., Ltd. [1] - Multiple ETFs, including 159518 and 159612, are suspended for trading on January 14, 2025, to protect investor interests [1][2] Group 2: Special Suspensions - ST Xulan (000040) is suspended due to failure to rectify fund occupation within the mandated period [2] - Cangge Mining (000408) is suspended due to planning for a change in company control [2] - Dream Network Technology (002123) is suspended for planning to issue shares and pay cash for asset acquisition [2] Group 3: Ongoing Suspensions - Various bonds and securities, such as 112045 and 135465, have been suspended for extended periods, indicating ongoing issues or regulatory actions [3][6] - The list includes multiple securities that have been suspended since 2018, reflecting long-term challenges faced by these entities [4][5]