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Special topicMichaeladamopokerA-share double dip may be expected to get off to a good start after the end of the festival.
[important news stocktaking]
China's assets exploded, leading the world up during the May Day holiday! Strong desire for foreign capital allocation major securities firms release the latest "gold stock portfolio"
During the May Day holiday, the global market is changing. China's assets exploded. The Nasdaq China Golden Dragon Index and the RMB rose sharply. The Hang Seng Index rose nine times in a row. The three major exchanges in Shanghai, Shenzhen and Beijing have made a series of major moves, involving delisting, IPO, dividend, restructuring, a number of related rules revision, A-share major changes. The real estate policies of many places are constantly optimized, and the benefits are frequent. The masses of A shares all want to open the market! [China International Capital Corporation: under optimistic circumstances, Hong Kong stocks still have about 20% room to rise] [a big turn! Here comes another tens of billions of dollars: more than ten billion yuan into stock-based ETF]
Comments: during the May Day holiday, overseas markets generally performed better, among which Chinese assets performed brightly. The Nasdaq China Golden Dragon Index rose 8% from May 1 to 3.Michaeladamopoker.47%, the Hong Kong stock market also continued to rise during the holidays. Looking forward to the market performance in May, institutions are generally optimistic that under the resonance of a series of positive factors, such as loose overseas monetary policy, continued inflows of foreign capital, and higher-than-expected macroeconomic data in China, the risk appetite of the A-share market is expected to be boosted, and the main index may reach a new level in the second to third quarters.
Over 50 cities push housing "trade-in" policy: some cities buy back old houses for indemnificatory apartment
The number of cities with "trade-in" housing is still increasing, and according to thepaper.cn, at least 52 cities have launched "trade-in" policies so far. In terms of urban scale, Shanghai and Shenzhen have joined, while Guangzhou is "investigating and collecting relevant intentions from developers". As far as form is concerned, the ways to "trade in the old for the new" are also more abundant, mainly involving four categories. The initial model is the "sale and purchase" model of locking in the supply of new houses in advance and giving priority to the sale of old houses; the second is the way of buyback, some cities use financial subsidies to encourage housing enterprises to buy old houses to achieve the effect of selling new houses, state-owned enterprises acquire for indemnificatory apartment, and the government buys for rehousing. Third, in order to enliven the home purchase market, some cities have specially introduced supporting measures to "trade in the old for the new", giving exclusive concessions to property buyers and abolishing "restrictions on sales" and so on.
Comments: the most unique is the "Zhaoqing" model, which can be "renewed" without selling the house. Specifically, on the basis of "exchanging the old for the new", Zhaoqing City, Guangdong Province, proposed for the first time "old re-insurance", that is, the holders of existing houses can be rented by the government in the form of "old re-insurance". As a result, a certain number of years' rent paid by government-designated agencies can be obtained, and all of it will be used to buy commercial housing.
Market participants believe that the implementation of the "1mm N" policy system in the capital market will be accelerated.
The political Bureau of the CPC Central Committee held a meeting on April 30. The meeting stressed the need to actively develop venture capital and strengthen patient capital. The meeting also stressed the need to continue to promote the reform of small and medium-sized financial institutions and take multiple measures to promote the healthy development of the capital market. Market participants believe that with the promulgation of the "opinions of the State Council on strengthening Supervision and preventing risks and promoting the High-quality Development of the Capital Market," the relevant departments will speed up the implementation of the "1N" policy system of the capital market, so as to better promote the healthy development of the capital market. The supporting reforms in strengthening patient capital are worth paying attention to.
Comments: the meeting stressed that multiple measures should be taken to promote the healthy development of the capital market. Industry insiders believe that the relevant departments will speed up the implementation of the "1N" policy system of the capital market and better promote the healthy development of the capital market.
Hong Kong stocks hit a record for the longest straight rise in six years, and institutions are bullish on A-share "Red May"
During the May Day period, Hong Kong stocks continued their previous upward momentum. On May 3, the Hang Seng Index opened high and closed high at 18475.92 points, reaching an eight-month high. The Hang Seng Science and Technology Index rose 2.74%, reaching the intraday 4000 mark. Throughout the holiday, the Hang Seng Index surged more than 4%, leading the world up, and the Hang Seng Technology Index soared by more than 7%. Looking ahead, the Hang Seng index has closed higher for nine consecutive days, the longest straight gain since February 2018.
Comments: some analysts believe that the European and American markets out of the rebound, the main reason is to bet on the Federal Reserve to cut interest rates. The US jobs report for April was much lower than expected, and expectations of the Fed's interest rate cut strengthened further. The Hong Kong stock market, which has low valuations in the world, is more sensitive to interest rates and has entered a technical bull market, and Chinese assets represented by science and technology stocks are even more powerful. In the external market generally improved, especially the Hong Kong stock market rose sharply, A-share "Red May" is worth looking forward to.
Is that a coincidence? China, Japan and South Korea are pushing! Asian stock markets set off a wave of share buybacks
HSBC points out that Chinese and Korean companies currently issue more shares than buybacks, suggesting that there is plenty of room for them to improve their net cash returns, and that more structured buybacks in South Korea and China could increase the return on invested capital by 2 per cent. Recently, there has been a wave of share buybacks in Asian stock markets, with Japanese companies taking the lead in launching large-scale buybacks, China is moving in the same direction, and South Korea has launched a corporate "value enhancement" program.
Comments: in fact, South Korean and Chinese companies issue more shares than they buy back, so the repurchase yield is actually negative, indicating that they have a lot of room to improve their net cash return. More structured buybacks in South Korea and China may increase the return on invested capital by 2%.
[Buffett shareholders' meeting]
Heavyweight! Buffett shareholders' meeting 50,000 words record: it's no pity to miss the investment opportunities in the industry I don't understand.
Heavyweight! Buffett 2024 shareholders' meeting conversation practical information version
The 45000-word Q & A record of Buffett's shareholders' meeting: the latest Investment and Life thinking of Stock God
[hot spots in the industry]
The cumulative dividends of 45 brokerages exceeded 43 billion yuan, with a dividend rate of more than 80% and more than 30%. Founder, Haitong and others opened a new normal for medium-term dividends.
The county town tourism continues to be hot? This year's May Day trip, these three major changes are worthy of attention.
More than 60% of equipment enterprises achieve positive revenue growth and go out to sea to "break out" new markets.
The development of the cement industry is under pressure, and the performance of many listed companies declined in the first quarter.
[market trends]
A股：4月29日，A股大涨，股民欢呼“假前发福利”。不过，4月30日，A股没能延续盛况，整体飘绿，三大指数走低，超过3000只个股下跌。回顾来看，A股4月震荡上行，小盘价值占优。展望5月，有机构观点指出，随着业绩披露期结束，风险偏好修复，市场或重新开始寻找弹性更大的方向。大小盘风格将取决于外资和融资资金的流入力度。
港股：在资金面、情绪面及政策预期的共振下，港股上周再度急升，恒生指数全周上升4.8%，收报18，475点，创出自2022年9月以来的单周收市新高，年初至今回报也达到8.4%。恒生科指全周上升6.8%，收报3，971点。在友邦（1299 HK）、汇控（5 HK）及渣打（2888 HK）等国际金融股带动下，恒生金融业综合行业指数全周大升6.1%，地产、信息科技、医疗保健及可选消费则紧随其后，全周分别升5.9%、5.1%、4.5%及4.2%。电讯及原材料逆市下跌，全周分别跌2.2%及0.2%。
美股：非农报告疲弱，投资者降息预期重燃，美股全线走高。截至收盘，道指上涨450.02点，涨幅1.18%，报38675.68点；标普500指数上涨63.59点或1.26%，为2月以来的最佳单日表现，报5127.79点；纳指收于16156.33点，上扬315.37点，涨幅1.99%。总结一周，道指累计上涨1.1%，标普500指数周涨0.6%，纳指同期涨幅1.4%。
欧股：德国DAX30指数涨0.57%，英国富时100指数涨0.49%，法国CAC40指数涨0.54%，欧洲斯托克50指数涨0.63%。
【机构策略】
十大机构看后市：政策利好有望推升A股走强 关注风格切换及政策落地情况
中信证券认为，步入5月，随着财报季落幕，政治局会议定调，美元降息预期明确，改革预期开始强化，全球资金对中国资产的配置意愿强烈，市场风险偏好显著提升，市场博弈将趋于缓和，预计A股在绩优成长、活跃主题、红利品种的三足鼎立下，5月行情将更稳更持续。
具体配置也建议围绕这三个方面展开：①绩优成长方面，考虑A股盈利结构转型升级趋势显著，政策兜底之下经济稳态复苏的趋势确立，我们认为年内存在盈利拐点、供需格局稳定的GARP策略当前具备配置性价比，重点关注工程机械、家电、基础化工、消费电子等制造业龙头，产业周期筑底企稳的医药，以及港股的消费和互联网龙头。②活跃主题方面，在改革预期升温、场内流动性有增量、投资者风险偏好抬升的背景下，低空经济、AI产业化、生物制造等主题预计仍将维持较高热度，但需要持续跟踪市场结构的转变趋势。③低波品种方面，红利品种4月下旬的调整为长线资金的布局提供了更好的阶段性窗口。建议红利品种更加聚焦现金回报的稳定性，适当规避盈利周期性波动显著的行业，继续关注自由现金回报率稳定的水电，保费稳定增长的财险，股息率预期可观且资产质量预期改善的银行，还有2023年报分红比例提升、经营稳定的部分消费品龙头。
【话题公司】
浙商大佬出手！“万向系”迎重大资本运作 拟购买控股股东美国资产
浙商大佬鲁伟鼎实控的“万向系”，又迎来重大资本运作！5月5日晚，停牌半个多月的万向钱潮公告，拟通过发行股份及支付现金方式，购买万向美国持有的WAC100%股权，同时拟向不超过35名特定投资者发行股份募集配套资金。公司股票将于5月6日开市起复牌。本次交易标的公司作价尚待审计、评估工作完成后确定，但截至2023年底，WAC的总资产超过50亿人民币，营业收入也超过万向钱潮的50%，交易构成重大资产重组无疑。本次交易的交易对方万向美国，实为万向钱潮控股股东万向集团持股60%的企业，因此交易构成关联交易。
突发！睿创微纳全资子公司被列入SDN清单 去年逾四成收入来自海外
5月5日睿创微纳发布公告称，其全资子公司艾睿光电被美国国财政部OFAC（美国财政部海外资产控制办公室）列入SDN清单（特别指定国民清单）。艾睿光电主要业务为非制冷红外焦平面探测器及组件的研发、生产和销售，具有自主知识产权，2021年曾被山东科技厅等部门认定为高新技术企业。2022年底，睿创微纳成功发行可转债，其中艾睿光电主要承担了红外热成像整机项目的实施。
【新股动态】
无
【公告提示】
5月6日沪深股市公告与交易提示：
【停牌】
300742 *ST越博
300282 *ST三盛
688550 瑞联新材
002308 威创股份
300630 普利制药
000040 东旭蓝天
000413 东旭光电
000976 ST华铁
【复牌】
000559 万向钱潮
600213 *ST亚星
603559 *ST通脉
603879 ST永悦
603023 *ST威帝
603959 ST百利
600565 ST迪马
603828 ST柯利达
603377 ST东时
603363 *ST傲农
688282 *ST导航
600220 ST阳光
002197 ST证通
002280 ST联络
603608 *ST天创
300163 ST先锋
600836 *ST易连
600360 ST华微
600289 *ST信通
600112 *ST天成
000023 *ST深天
600083 *ST博信
600823 *ST世茂
600462 *ST九有
600277 ST亿利
600804 *ST鹏博
603003 *ST龙宇
300338 *ST开元
300020 *ST银江
000506 *ST中润
002124 ST天邦
000908 *ST景峰
002528 ST英飞拓
000851 ST高鸿
002217 *ST合泰
000622 *ST恒立
002621 *ST美吉
002325 *ST洪涛
000836 ST富通
002424 ST百灵
002288 *ST超华
002435 ST长康
300262 *ST巴安
000584 *ST工智
002341 ST新纶
600381 ST春天
603869 ST智知
002610 ST爱康
002750 *ST龙津
重大事项
华西证券：收到行政监管措施决定书，被暂停保荐业务资格6个月
Huaxi Securities (002926) announced in the evening that due to the company's lack of due diligence in the practice of the 2019 non-public offering stock recommendation project of Jintongling Technology Group Co., Ltd., there were false records in the issuance of stock listing recommendations to specific targets, false records in the relevant reports issued during the continuous supervision stage, inadequate implementation of on-site inspection and so on. The Jiangsu Securities Regulatory Bureau decided to suspend the qualification of the sponsor business for six months, from April 28 to October 27, 2024.
Ruichuang Weinar: a wholly owned subsidiary is listed by OFAC in the SDN list.
Ruichuang Weiner (688002) evening announcement, recently, the company is concerned that the U.S. Treasury Department OFAC (U.S. Treasury Department overseas Asset Control Office) will Yantai Airui Optoelectronic Technology Co., Ltd. (referred to as "AiRui Optoelectronics") in the SDN list (specially designated national list). Airui Optoelectronics, a wholly owned subsidiary of the company, specializes in the R & D and manufacture of infrared imaging technology and products, has completely independent intellectual property rights, and is committed to providing professional and competitive infrared thermal imaging products and industry solutions to customers around the world. Airui Optoelectronics has no branches overseas, and the company is evaluating the impact of its subsidiary Airui Optoelectronics on the SDN list, and will formulate effective measures. The inclusion of the subsidiary Airui Optoelectronics on the SDN list will not affect the business development of the company and other subsidiaries, but will have a controllable impact on the company as a whole. At present, the company's operating and financial situation is normal, there are sufficient orders on hand, and the market development work is carried out in an orderly manner.
Caesar Culture: received the notice of filing a case by the Securities Regulatory Commission, and the company's production and business activities were carried out normally.
Caesar Culture (002425) announced in the evening that the company received a "case-filing notice" issued by the China Securities Regulatory Commission, and the China Securities Regulatory Commission decided to file a case against the company because the company was suspected of illegal information disclosure. At present, the production and operation activities of the company are carried out normally.
Win: the actual controller and the chairman of the company release the lien.
Win time wins (300377) evening announcement, recently, the company received one of the actual controllers of the company, Chairman Tang Qiu notice, Tang Qiu was removed by the Liaoning Yingkou discipline Inspection Commission on May 1, the lien measures, has been able to normally perform the duties of the company's legal representative and chairman, the company's director and general manager Li Yuefeng will no longer perform the duties of the company's legal representative and chairman. At present, all the production and business activities of the company are normal.
Jinjia shares: the director and deputy general manager of the company were put on file for investigation
Jinjia shares (002191) announced in the evening that the company received a notice issued by the Jinzhou District Supervisory Committee of Dalian City on May 1st that Mr. Li Dehua, the director and deputy general manager of the company, had been placed on file for investigation and retention. The matter of filing and investigation will not have a significant impact on the daily operation of the company, and the production and operation activities of the company are carried out normally. As of the date of disclosure of this announcement, the company has not been aware of the progress and conclusions of this case-filing investigation.
Guosheng Technology: the chairman of the company removes the lien and is under surveillance.
Guosheng Science and Technology (603778) evening announcement, recently, the company received the controlling shareholder Guosheng Energy Co., Ltd. and the company's actual controller, chairman Wu Jun's family notice, Huai'an District Supervisory Committee of Huai'an City to lift the retention measures for Wu Jun; at the same time, Wu Jun was taken residential surveillance measures by the public security organs, and the matters involved had nothing to do with the company. At present, the daily operation of the company is normal, and the board of directors and management of the company will ensure that the company and various business activities are carried out normally.
ST Shimao: failed to pay the accumulated debt of 12.055 billion yuan on schedule
ST Shimao (600823) announced in the evening that as of April 30, 2024, the company and its subsidiaries' open market debt, non-open market bank debt and non-bank financial institution debt accumulated 12.055 billion yuan failed to be paid on schedule.
The latest performance
BYD: 310000 new energy vehicles sold in April, compared with 210000 in the same period last year
BYD (002594) announced in the evening that it sold about 313200 new energy vehicles in April, compared with about 210300 in the same period last year. In April, a total of 41011 new energy passenger vehicles were sold overseas; in April, the total installed capacity of power batteries and energy storage batteries of new energy vehicles was about 12.559GWh, and the total installed capacity in 2024 was about 42.295GWh.
Selis: April Selis car sales increased by 742.47% compared with the same period last year.
Cyrus (601127) announced in the evening that sales of new energy vehicles in April were 27868, an increase of 302.89% over the same period last year. Among them, Selis sold 24878 vehicles, an increase of 742.47% over the same period last year.
BAIC Langu: the subsidiary sold 13004 vehicles from January to April, down 34.59% from the same period last year.
BAIC Langu (600733) announced in the evening that its subsidiary Beijing New Energy Automobile Co., Ltd. sold 2882 vehicles in April, compared with 4768 in the same period last year, and cumulative sales from January to April were 13004, down 34.59 percent from a year earlier.
Increase and reduce holdings
Yuean new material: shareholders intend to reduce their shares of the company by no more than 3%
Yuean Xincai (688786) announced in the evening that shareholders Ruihe Investment, Ruizhi Investment and Ruilan Investment are all limited partnerships with Shenzhen Dacai Fund Management Co., Ltd. as executive partners, the three constitute concerted actors, holding a total of 6.0831 million shares of the company, accounting for 7.1068% of the total share capital of the company. Ruihe Investment, Ruizhi Investment and Ruilan Investment intend to reduce their holdings in the company by means of centralized bidding and bulk transactions, with a total of no more than 2.5679 million shares, accounting for no more than 3.00% of the total share capital of the company.
Guangyang shares: shareholders intend to reduce their shares in the company by no more than 1.93%.
Guangyang shares (002708) announced in the evening that Cheng Shangnan, a director of the company and its co-operative Changzhou Xinde Investment Co., Ltd. plans to reduce its holdings in total by no more than 10.8498 million shares (1.93% of the company's total share capital) by means of centralized bidding or block trading.
Hongyu shares: some directors and senior executives intend to reduce their holdings of no more than 1.55% of the company's shares
Hongyu shares (002890) announced in the evening that directors Liu Qiujie, Liu Zhihong and senior manager Zhang Lijie plan to reduce their holdings of no more than 2.03 million shares in the form of centralized bidding or block trading within 6 months after the date of disclosure of the reduction plan, accounting for 1.55% of the company's total share capital.
Huasu shares: Wantou Industry intends to reduce its shares by no more than 1%.
Huasu (600935) announced in the evening that Anhui Wantou Industrial Investment Co., Ltd. (referred to as "Wantou Industry") holds about 418 million shares of the company, accounting for 11.91% of the company's total share capital. Wantou plans to reduce its holdings by a total of no more than 35.074 million shares and no more than 1 per cent of the company's total share capital through centralized bidding.
Sign a big order
Dashi Intelligence: sign Xiaomi Shenzhen International headquarters project with a contract amount of 10.82 million yuan
达实智能（002421）晚间公告，近日，公司与深圳小米信息技术有限公司就小米深圳国际总部智能化项目有关事项协商一致，正式签署了项目合同，合同金额1082万元。小米深圳国际总部总建筑面积约4.6万平方米，地处后海金融商务总部基地的核心地段，包括小米之家、办公研发、手机实验室、会议接待、餐饮休闲等多样化功能空间，体现建筑设计极致美学和小米文化的核心价值观。
国晟科技：子公司中标不低于5亿元中广核光伏组件采购项目
国晟科技（603778）晚间公告，二级控股子公司安徽国晟新能源中标中广核烟台招远400MW海上光伏项目（HG30）光伏组件采购项目，中标总价不低于5亿元。
恒锋信息：中选漳州九龙江医院智能化工程
恒锋信息（300605）晚间公告，中选漳州九龙江医院智能化工程，中选金额约7379.24万元，占公司2023年度营业总收入的15.23%。
永福股份：预中标分布式光伏集成产品
永福股份（300712）晚间公告，控股子公司永福绿能预中标肇庆市高要区白诸镇绿美光伏示范镇20MWp户用光伏发电项目，预中标金额为6000万元，总装机容量约为20MWp。
股份回购
胜利精密：拟以2580万元至4300万元回购股份
胜利精密（002426）晚间公告，拟回购公司股份用于员工持股计划或者股权激励。回购股份价格不超过2.59元/股，回购资金总额不低于2580万元（含），不超过4300万元（含）。
其它事项
盛邦安全：拟以不超过3000万元持有天御云安不低于60%股权
盛邦安全（688651）晚间公告，基于公司在卫星互联网安全方面的战略布局和业务发展需要，公司拟使用自有资金不超过3000万元持有北京天御云安科技有限公司（简称“天御云安”）不低于60%的股权。
许继电气：公司董事长孙继强辞职
许继电气（000400）晚间公告，因工作变动，孙继强提出辞去公司董事长、董事及董事会专门委员会的相关职务。
万向钱潮：拟购买万向美国持有的WAC100%股权
万向钱潮（000559）晚间公告，上市公司拟通过发行股份及支付现金方式，购买万向美国持有的WAC100%股权，同时拟向不超过35名特定投资者发行股份募集配套资金。公司股票将于5月6日开市起复牌。
我爱我家：近期公司所处行业的政策环境呈现改善趋势
我爱我家（000560）晚间发布股票交易异常波动公告，近段时间，公司所处行业的政策环境呈现改善趋势，部分城市先后优化或解除房屋交易限购措施。众多有利于市场信心和住房消费增强的政策措施出台，有助于进一步激发二手房市场交易活力，有利于公司所处市场的修复回暖。除上述情况外，公司未发现近期经营情况及内外部经营环境发生或预计发生重大变化。
