万和证券万和财富早班车

Market Review and Outlook - The market showed a mixed performance with the Beijing Stock Exchange 50 Index surging over 7%, nearly 10 stocks hitting 30CM limit up, and nearly 100 stocks rising over 10% [3] - Shanghai state-owned enterprise reform concept stocks collectively strengthened, with Fudan Zongda, Shanghai Wujiang, Kaikai Industrial, and Jiaoyun Co all hitting limit up [3] - Photovoltaic concept stocks opened higher, with Optec hitting 30CM limit up and Qingyuan Co hitting limit up [3] - Large financial stocks rose in the afternoon, with China Pacific Insurance and SPD Bank both hitting new yearly highs [3] - Liquor stocks rebounded, with Shunxin Agriculture and Yingjia Liquor rising over 5% [3] - High-tech stocks collectively adjusted, with copper connection and PCB sectors leading the decline, and Shiyun Circuit hitting limit down [3] - Overall, more than 3,500 stocks fell across the market, with the Shanghai and Shenzhen markets' total turnover reaching 675.1 billion yuan, an increase of 3.44 billion yuan from the previous trading day [3] - Looking ahead, the market is expected to continue its mixed performance, with the Beijing Stock Exchange remaining a focus, and sectors like liquor, photovoltaics, retail, and medical services starting to rebound [3] - The technology sector is expected to face continued adjustments, with sectors like PCB, high-speed copper connection, and consumer electronics leading the decline [3] - The market is likely to remain in a range-bound structure due to the lack of continuous incremental funds, with rapid rotation among hot sectors expected to continue [3] Company Performance - Jietai Biotech (688026) is expected to achieve operating revenue of 230 million yuan in the first half of 2024, a year-on-year increase of 16.96%, with net profit attributable to the parent company of 30.5 million yuan [4] - Tianfu Communication (300394) is expected to achieve a net profit of 630-680 million yuan in the first half of the year, a year-on-year increase of 167%-187% [12] - Boya Biotech (300294) plans to use 1.82 billion yuan of its own funds to acquire 100% equity of Green Cross Hong Kong Holdings Limited [12] - Canadian Solar (688472) is expected to achieve a net profit of 1.2-1.4 billion yuan in the first half of 2024 [13] Industry Trends - Xiaomi's new foldable phone extensively uses carbon fiber, with related stocks including Guangda Tongchuang (301387) and Guangwei Composite (300699) [6] - Shanghai's autonomous driving has taken another step forward, with free trial rides available to the public within a week, with related stocks including Jinjiang Online (600650) and King Long Motor (600686) [7] - The US is pressuring allies to tighten chip trade with China, with related stocks including Shengmei Shanghai (688082) and North Huachuang (002371) [8] Macro and Policy Updates - Financial management departments are investigating changes in bond investments by local legal person banks [1] - The Ministry of Commerce held a policy interpretation session on large-scale equipment updates and consumer goods trade-ins, along with a roundtable meeting for foreign enterprises [2] - The Ministry of Finance plans to issue the fourth tranche of ultra-long-term special treasury bonds for 2024, with a 30-year fixed-rate interest-bearing bond [10]