[CSI pre-market broadcast] FAW sells Xiali control rights! Zhongke Information Warning with a P/E ratio of 228 times: Don't follow suit! Longyu Fuel's four shareholders are holding down! Shanghai Jahwa or major restructuring!

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Company focus

FAW Xiali (000927)

FAW shares intends to transfer part of the company's controlling shareholder will change

FAW Xiali announced on the evening of September 21, the company received a notice from the FAW Group, the parent of FAW, the controlling shareholder, and FAW intends to transfer part of the shares of the company by way of public collection of the transferee. After the completion of the share transfer, the controlling shareholder of the company A change will occur.

CIC Note

According to the semi-annual report, FAW holds approximately 761 million shares of FAW Xiali with a shareholding ratio of 47.73%. Earlier this month, Xu Liuping proposed to reduce FAW's own product line and integrate the brands into Pentium. In this situation, Gree has denied rumors of stock ownership, and FAW Xiali, who will pick up the production and sales in the future, is worthy of attention.

Zhongke Information (300678)

Remind investors to pay attention to stock price risk

On the evening of the 21st, Zhongke Information released a risk warning about the stock price being too high. Since the listing on July 28, 2017, the company's stock has increased by 864%. As of September 21, the company's stock price dynamic price-earnings ratio (TTM) was 228 times, much higher than the GEM composite index price-earnings ratio (TTM) 54 times. There is no possibility of short-term outbreaks in the company's performance, and there is no asset operation and high transfer plan in the next three months. It is expected that the 2017 P/E ratio will remain at a relatively high level. The company once again reminds investors to pay attention to the risk of excessive stock prices, and must not blindly follow suit.

CIC Note

After the second resumption of trading, Zhongke Information rose again by more than 14% two days. It can be described as "firepower". This week, the semiconductor concept stock Silla Micro 600460, which has risen more than 40%, has also issued a risk warning. As of September 21, the P/E ratio is 128.24 times, which is higher than the comparable P/E ratio of the same industry. It seems that the A-share value investment concept has gradually deepened and the company's announcement style has changed. Similarly for investors, after the stock price rises continuously, there will be a valuation “bubble”, and eventually return to rationality, blindly participate in “Bo silly”, and ultimately will be “a local feather.”

Longyu Fuel (603003)

Four shareholders holding more than 5% of the shares disclosed a huge reduction plan

Longyu Fuel announced on the evening of September 21 that four shareholders holding more than 5% of the shares disclosed the reduction plan. Among them, Ping An Dahua intends to reduce its holdings by no more than 8,822,300 shares through centralized bidding, and intends to reduce its holdings by no more than 150.897 million shares through the block trade; Beixin Ruifeng intends to reduce its holdings by no more than 8,822,300 shares in concentrated bidding, and reduce the holdings by block trades. Over 176.446 million shares; Guohua Life Insurance intends to reduce its holdings by no more than 8,822,300 shares in a centralized auction, and reduce its holdings by no more than 8,822,300 shares; the total amount of funds to be reduced by Caitong Fund does not exceed 132.334 million shares.

CIC Note

The four shareholders who disclosed the reduction plan were the targets of the company's non-public offering in 2016. The issue price was 14.66 yuan/share. The date of the restricted shares was listed on September 27, 2017. The company's share price closed at 14.86 yuan yesterday, close to the previous fixed price of 14.66 yuan, and how the subsequent share price deducted is worthy of attention.

Performance report

Sunshine Power (300274): Net profit for the first three quarters increased by 135%-155%.

New Yisheng (300502): Net profit for the first three quarters increased by 10%-25%.

Major issues

Shanghai Jahwa 600315, stock bar (600315): The controlling shareholder plans major events, which may constitute the reorganization of the listed company's assets, and the stock will be suspended from the 21st.

Storm Group (300431): Dongshan Precision 002384, stock bar (002384) plans to increase the capital of 400 million yuan storm, the initial estimate of the storm commander is about 3 billion yuan before the investment.

Shen Bao A (000019): The restructuring target is a trading and warehousing company under the actual control.

LeTV (300104): The board of directors has recently sent a letter to Jia Yueting asking him to continue to fulfill his loan commitments.

Datang Power Generation 601991, stock bar (601991): The non-public issuance of H shares was approved by the China Securities Regulatory Commission.

Huali Shares (603038): It plans to invest 516 million yuan to build a decorative composite material production project.

*ST Donghai A (000613): The largest shareholder and its wholly-owned subsidiary increased 10.58 million shares, costing more than 100 million yuan.

Yunnan Energy Investment (002053): It is planned to acquire more than 1.3 billion yuan to acquire wind power assets under the controlling shareholder.

Jielong Industrial 600836, stock bar (600836): suspected of being in violation of the regulations, was investigated by the Securities and Futures Commission.

Sany Heavy Industry 600031, stock bar (600031): It is proposed to transfer the entire equity of Shanghai Pumai, and it is expected to increase investment income by 47.74 million yuan.

China Youth Travel Service 600138, stock bar (600138): The subsidiary company 1.2 billion won the right to use a certain land in Wuzhen.

Keda Jieeng 600499, stock bar (600499): the holding subsidiary won the bid for coal gasification 000968, the stock bar project, the positive impact on the company's performance.

Phillips 300395, shares (300395): It is planned to set up a military-civilian integration investment fund with 118 million yuan.

Midea Energy 600175, stock bar (600175): 2016 employee stock ownership plan sold.

Connie Electromechanical 603111, stock bar (603111): The company's acquisition through the Ministry of Commerce operators concentrated anti-monopoly review.

Buchang Pharmaceutical (603858): A wholly-owned subsidiary obtained a GMP certificate for pharmaceutical products.

Tenda construction 600512, stocks (600512): Subordinate companies invested 300 million yuan to subscribe for private equity shares.

Zhongke Jincai 002657, stock bar (002657): The stock held by the employee stock ownership plan was sold.

Oriental Garden 002310, stock bar (002310): won the bid of more than 1.4 billion PPP projects.

Antai Technology 000969, stock bar (000969): did not steal the US-Japan "amorphous metal ribbon" business secret.

Tianmu Pharmaceutical 600671, stock bar (600671): signed a land acquisition compensation agreement, is expected to achieve a net profit of about 20 million.

Increase or decrease

Overweight

Weihua shares 002240, stocks (002240): controlling shareholders increased by 6.55 million shares.

*ST Donghai A (000613): The major shareholder Luo Niushan 000735, the stocks increased by more than 100 million yuan.

Reduction

Lu Xin Venture Capital 600783, stock bar (600783): reduced 5.529 million shares of Longli Bio 002604, stocks (002604), and realized investment income of 48.66 million.

AVIC Electric Measurement 300114, stock bar (300114): The controlling shareholder intends to reduce the holding by no more than 10.22 million shares.

Yichang shares 002420, shares (002420): executives intend to reduce holding more than 3 million shares.

Zhongke Electric 300035, stock bar (300035): The controlling shareholder's concerted action and some directors and executives will not exceed 6.52 million shares.

Dezhan Health (000813): Shareholders intend to reduce their holdings by no more than 3%.

Pengqi Technology (600614): Director Cao Wenfa plans to reduce 2.36 million shares.

Stop trading

Suspension

Yuda Technology 002516, stock bar (002516): planning the sale of assets, suspended trading on the 22nd.

Resumption of trading

Contemporary Mingcheng (600136): It plans to raise 2 billion yuan to acquire Xinying Sports and resume trading on September 22.

Tianma Jinghua 002453, shares it (002453): It is planned to acquire Yingang Technology for 330 million yuan and resume trading on the 22nd.

Ankai Bus 000868, stock bar (000868): no disclosure of undisclosed matters, 22 resume trading.

Shanghai Electric Power 600021, stock bar (600021): reorganization, and resume trading on the 22nd.

Quantum Hi-Tech 300149, stock bar (300149): has suspended the briefing of major asset restructuring, and resumed trading on the 22nd.

Baichuan Energy (600681): The issue of the purchase of shares to purchase assets was over, and the trading resumed on the 22nd.

New share subscription

Hengdian Film and Television (603103): Purchase code 732103, the number of online issuance is 15.9 million shares, the purchase limit is 15,000 shares, and the top purchase price is required to be worth 150,000 yuan. The company takes film production, distribution and screening as its main business, and has a complete film and television industry chain, making it the first national film industry experimental zone.

Weitang Industry (300707): purchase code 300707, the number of online issuance is 19.65 million shares, the subscription limit is 19,500 shares, and the top-level subscription needs a market value of 195,000 yuan. The company is a leading supplier of stamping dies, automotive stampings and stamping automation equipment.

Overseas dynamics

European and American markets

New York's three major stock indexes closed lower European stocks hit a new high in two months

US stocks closed lower on Thursday, and the Dow fell 0.24% to end the seven-day record high. Standard & Poor's barely hold the 2500-point integer psychological barrier. The Nasdaq Composite Index closed down 33.35 points, or 0.52%, to 6422.69 points. Investors are currently betting that the Fed will raise interest rates again in December. Apple fell about 4% in four trading days, which significantly dragged down the US technology sector.

European stocks rose on Thursday, led by bank stocks, as the Fed hinted that it would continue to raise the benchmark interest rate. The European STOXX 600 index closed up 0.24% to 382.88 points, the highest since July 20th. The FTSE Pan-European 300 Index closed up 0.32% to 1504.53 points, the highest since August 8. The Eurozone blue-chip STOXX 50 index closed up 0.4%.

Stock stock

China stocks closed most of the decline of the car network fell more than 4%

China's concept stocks closed mostly lower on Thursday, Baidu rose 0.40% to close at 238.92 US dollars, Alibaba fell 0.55% to close at 176.97 US dollars, Jingdong fell 3.29% to close at 42.98 US dollars; Renren company soared 6.95% to close at 8.81 US dollars, Zheng Bao Education rose 2.07% to close at 6.90 US dollars; Lanting gathered 3.61% to close at 2.40 US dollars, car home fell 4.42% to close at 63.07 US dollars, and easy car network fell 4.42% to close at 45.40 US dollars.

gold

Gold price fell 1.64% for the first time since September, closed below $1,300

COMEX December gold futures closed down 21.60 US dollars on Thursday, down 1.64%, to 1,294.80 US dollars / ounce, the lowest since August 24, and set the biggest one-day drop since the beginning of July.

crude

US oil closed down 0.28%, oil rose slightly

On Thursday, WTI November crude oil futures closed down 0.14 US dollars, down 0.28%, to 50.55 US dollars / barrel. Brent November crude oil futures closed up 0.14 US dollars, or 0.25%, to 56.43 US dollars / barrel.

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