Original title: I know early: Silicone prices continue to rise; 3D face recognition schemes pass national certification Source: Securities Times·e Company


Abstract: There is no new share purchase today; the price of organic silicon continues to rise, and related companies are expected to benefit; the State Council strengthens the inspection of high-risk drugs such as vaccines, and purifies the industrial environment; the sewage treatment in the central and western cities is accelerated, demand or accelerated release; 3D face recognition The program passed the national certification to promote commercial landing; Japan imposed restrictions on the export of Korean semiconductor materials, and Samsung products began to raise prices.


First, the theme opportunity


Silicone prices continue to rise Related companies are expected to benefit


According to industry data, the price of silicones continued to rise this week, and the highest price of DMC and 107 glue was almost 20,000 yuan/ton. The industry said that the silicone industry inventory has continued to de-trend, while some manufacturers have a plan to stop the inspection. Future prices are expected to further stabilize and rebound. Xin'an is a leading domestic silicone and glyphosate industry with an existing silicone production capacity of 340,000 tons/year and glyphosate capacity of 80,000 tons/year. Hesheng Silicon Industry has a complete silicon industry chain. It is one of the few companies in China with industrial silicon and organic silicon production capacity, with 400,000 tons of industrial silicon and 330,000 tons of organic silicon production capacity.


The State Council strengthens the inspection of high-risk drugs such as vaccines


The General Office of the State Council issued the "Opinions on Establishing a Team of Professionalized Specialized Drug Inspectors." The drug regulatory department of the State Council strengthens the flight inspection and overseas inspection of the development and production of high-risk drugs such as vaccines, conducts inspections from time to time and strengthens random spot checks. The vaccine industry involves national public health security. Strict management reflects the government's emphasis on national public security, guides the industry on the right track, and is more conducive to purifying the industry environment. The organization believes that product safety (such as foreign vaccines for agents), easy access to vaccination (full channel coverage), and companies with strong research and development capabilities will stand out, such as Zhifei Bio, Watson Bio.


Sewage waste treatment in urban and western cities accelerates demand or accelerates release


The Ministry of Development and Reform Commission and other four ministries and commissions issued a notice on further accelerating the work related to the treatment of urban sewage and garbage in the central and western regions, saying that all localities should make overall use of funds supporting pollution prevention and urban sewage pipe network construction, and fully mobilize the enthusiasm of social capital, especially private capital investment. . The agency believes that the “Management Measures for Urban Pipeline Network and Sewage Treatment Subsidy Fund” issued earlier has standardized and refined the fields and methods for the use of pipe network and sewage treatment subsidy funds, which is expected to drive the accelerated release of urban sewage treatment business demand. Related companies are Guokai Environmental Protection and Longma Sanitation.


3D face recognition scheme passed national certification to promote commercial landing


Recently, Obi Zhongguang's self-developed 3D camera “Haiyan” passed the bank card detection center face recognition technology detection and reached the national certification financial payment level security standard. Obi Zhongguang became the first 3D face recognition solution provider to be tested by the Bank Card Testing Center. At present, the multi-modal brush face payment terminal jointly launched by Obi Zhongguang and China UnionPay is being fully rolled out. Among the listed companies, Huijin Technology and Obi Zhongguang established a strategic partnership. The three-dimensional structured light laser collimating lens developed by Lianchuang Electronics has been mass-produced and has cooperated with Obi-Changguang.


Japan imposes restrictions on exporting Korean semiconductor materials


Japan has imposed restrictions on the export of Korean semiconductor materials, and has already affected Korean technology companies such as Samsung Electronics and SK Hynix. It is expected that the inventory of the two companies will only be available for one or two months. In this context, in early July, Samsung took the lead in raising prices for factory customers. In particular, Samsung's 8GB and 16GBEMMC prices have risen sharply, both at around 10%. Considering the status of South Korea's Samsung and SK Hynix in the global memory market, price increases are inevitable. Among the A-share companies, Tongfu Micro-Electronics has developed new EMMC products; Dagang and Shenzhen Huaqiang also own EMMC products and related businesses.


Second, the new share subscription


There are no new shares to buy today.


Third, the important announcement of listed companies


Falseng responded to the trampling of the Lerojing case: the outstanding financing balance of the relevant parties exceeded 2.8 billion.


On the evening of July 18th, Faersheng replied to the letter of concern of the Shenzhen Stock Exchange, responding to the business transactions of Zhongcheng Industrial, which is controlled by Luo Jing, a subsidiary of Shanghai Moshan and Boss Shares: At present, it involves the insurance of Zhongcheng Industrial and related parties. The balance of the financing of the financing was 2.899 billion yuan, the balance of outstanding financing of the relevant parties was 2.866 billion yuan, corresponding to the accounts receivable of 3.639 billion yuan, and the payables of the accounts receivable were Suning Purchasing Center. The company is actively planning the risk solution for Zhongcheng Industrial and related party receivables. Currently, it is negotiating with the interested parties on the credit transfer plan. If the transaction can be concluded, the adverse impact of the incident on the company can be resolved to the greatest extent.


Changchun Gas: Changchun citizens' gas prices will be raised. It has been demonstrated through hearings.


Changchun Gas (600333) announced on the evening of July 18 that Changchun City adjusted the civil gas price hearing to demonstrate that Changchun City plans to adjust the price of civil natural gas from the current 2.8 yuan/m3 to 3.04 yuan/m3 and establish an upstream price. A linkage mechanism that implements price adjustments. The Changchun Municipal Development and Reform Commission will report to the Changchun Municipal Government in accordance with the relevant procedures. The company will use the documents issued by the Changchun Municipal Government to determine the gas price adjustment range and execution time.


Donghai Securities: Chairman Zhu Kemin resigned is in the stage of investigation


Donghai Securities (832970) announced on the evening of July 18 that the board of directors received the resignation report submitted by Chairman Zhu Kemin on July 16 and took effect on the day of resignation. On the evening of July 16, Donghai Securities received a telephone notice from the Jiangsu Provincial Public Security Bureau. It was informed that Zhu Kemin is currently in the stage of investigation and investigation, and the company will further understand the situation. If it is related to the company, it will be announced in time.


New dairy industry: plans to invest 700 million yuan in modern animal husbandry, the shareholding ratio will reach 9.28%


New Dairy (002946) announced on the evening of July 18 that in order to obtain stable and high-quality milk supply, the company plans to subscribe for 276 million shares of Hyundai Animal Husbandry (01117.HK) for the newly issued 276 million shares; A total of 319 million shares were purchased from modern livestock shareholders. The transaction price for the subscription and purchase of shares is HK$1.35/share, and the total transaction amount is RMB709 million. After the transaction, the company will hold 9.28% of the shares of Hyundai Animal Husbandry. Modern animal husbandry rose 12% on the 18th and closed at 1.39 Hong Kong dollars.


ST Xinmei: Review of the application for resumption of the issue of shares to purchase assets


ST Xinmei (600732) announced on the evening of July 18 that the company had been investigated by Ruihua Certified Public Accountants and applied for suspension of the issuance of shares to purchase assets for review and was approved by the CSRC. In view of the fact that the independent financial consultants Huatai United Securities and Ruihua Certified Public Accountants have comprehensively reviewed the above-mentioned projects in accordance with the regulations and met the conditions for submitting the application for restoration review, the company applied to the CSRC to resume the review of the application documents for the issuance of shares by the company. .


Su Shi Agricultural Development: Termination of the acquisition of Qihe Biological not less than 51% equity


Su Shi Agricultural Development (601952) announced on the evening of July 18 that the company originally planned to hold not less than 51% equity of Qihe Bio through equity investment cooperation, but ultimately the parties failed to reach an agreement on the specific terms of investment cooperation. . After negotiation, the parties decided to terminate the equity investment cooperation.


Jinhong Holdings: The proposed sale of assets to Kunlun Gas is expected to constitute a major asset restructuring


Jinhong Holdings (000669) announced on the evening of the 18th that the company is planning the sale of assets. At present, it has reached a preliminary agreement with the counterparty, PetroChina Kunlun Gas Company, regarding the transaction structure, payment terms and payment time. The proposed assets are to be sold including Taian Gangtai Foundation. The equity assets of 17 companies including 80% equity of Facilities Construction Co., Ltd. and 74% equity of Taian Gangxin Gas Co., Ltd. are expected to constitute major asset restructuring.


Huatie Technology: Planning for major asset restructuring


Huatie Technology (603300) announced on the evening of July 18 that the company recently signed a “shareholder agreement” with other shareholders of Huatie Leasing, and all shareholders of Huatie Leasing exercised their respective shareholdings in China Railway Leasing according to their respective capital contribution to China Railway Leasing. The voting rights in the meeting, after the above agreement takes effect, the proportion of voting rights of the company in the China Railway Leasing Shareholders' Meeting will be reduced to 20%, and at the same time, the majority of the seats on the board of directors will no longer be enjoyed. Huatie Leasing will no longer be a controlling subsidiary of the company and will not be listed. Enter the scope of the company's consolidated statements. The above matters constitute a major asset restructuring.


Hisun Pharmaceutical: net profit for the first half of the year increased by 223%-284%


Haizheng Pharmaceutical (600267) released its performance forecast on the evening of July 18. It is estimated that the net profit for the first half of this year will be 48 million yuan to 57 million yuan, an increase of 223%-284%. During the reporting period, the gross profit contribution from the sales of the company's preparation products increased year-on-year.


Poly Real Estate Performance Express: Net profit for the first half of the year increased by 59% year-on-year


Poly Real Estate (600048) released its performance report on the evening of July 18. The company achieved revenue of 71.16 billion yuan in the first half of this year, a year-on-year increase of 19.52%; net profit of 10.353 billion yuan, an increase of 59.14%; earnings per share of 0.87 yuan. During the reporting period, the company achieved a contracted amount of RMB 252.6 billion, a year-on-year increase of 17.33%, laying the foundation for future growth.


Ningbo Bank Performance Express: Net profit for the first half of the year was 6.843 billion yuan, up 20% year-on-year


Bank of Ningbo (002142) disclosed the performance report on the evening of July 18. The company achieved operating income of 16.192 billion yuan in the first half of 2019, an increase of 19.75%; net profit of 6.843 billion yuan, an increase of 20.03%; earnings per share of 1.31 yuan. As of the end of June 2019, the company's non-performing loan ratio was 0.78%, which was the same as the beginning of the year; the provision coverage ratio was 522.45%, an increase of 0.62 percentage points from the beginning of the year.


Fourth, important financial news


Central Bank: Increase research on credit bankruptcy and other related laws


On July 18, Wan Cunzhi, the director of the People's Bank of China's Credit Information Administration, said in the policy briefing of the State Council that in the next step, all sectors of the society should work together to increase the research on the "credit bankruptcy" system and related laws. Develop work. To develop a socialist market economy, we will gradually study the introduction of the "credit bankruptcy" system into the relevant credit supervision field. Including personal credit bankruptcy, including corporate credit bankruptcy, and in the future, local government will also establish a credit bankruptcy system. By introducing a credit bankruptcy system, it can provide strong legal support for joint punishment.


State Council: Strengthening the inspection of high-risk drugs such as vaccines


Recently, the General Office of the State Council issued the "Opinions on Establishing a Team of Professionalized Specialized Drug Inspectors", requesting further strengthening of the inspection of high-risk drugs such as vaccines. The drug regulatory department of the State Council strengthens the flight inspection and overseas inspection of the development and production of high-risk drugs such as vaccines, conducts inspections from time to time and strengthens random spot checks. The provincial drug regulatory department is directly responsible for the inspection and daily inspection of high-risk drug production processes such as vaccines, and implements more centralized and stricter on-site inspections, information disclosure, and adverse reaction monitoring reports, and implements strict territorial supervision.


The performance of the promised period shall not change the performance compensation commitment. The CSRC will suppress the merger and reorganization of the "three highs" chaos


On the 18th of the investment banking mergers and acquisitions special business training held by the China Securities Regulatory Commission, the relevant person in charge said that the "three highs" issue of mergers and acquisitions is still the top priority of supervision. Supervision has always maintained a high-pressure situation, and timely measures have been taken to reorganize the underlying assets that have been found to be fraudulent in performance.


The Ministry of Housing and Urban-Rural Development announced the list of the finalists in the 2019 central financial support housing rental market development pilot


On July 18th, the Ministry of Housing and Urban-Rural Development announced the list of the finalists in the 2019 central financial support housing rental market development, including Beijing, Changchun, Shanghai, Nanjing, Hangzhou, Hefei, Fuzhou, Xiamen, Jinan, Zhengzhou, Wuhan, Changsha, Guangzhou, Shenzhen, Chongqing, Chengdu.


Lu Jin responded to the withdrawal of online loans: in line with the regulatory “three downs” requirements, stock products are not affected


On July 18, some media reported that “Lu Jin’s plan to stop the online lending business will be transformed.” Lu Jin responded that “Lu Jinfu’s P2P business is actively responding and coordinating the 'three downs’ Requirements: The online loan business is operating normally, and the stock products and customer rights are not affected."


Sun Chunlan: The government must improve the health service system, do a good job in chronic disease management and vaccination


On the 18th, Sun Chunlan, deputy prime minister of the State Council and director of the Health China Action Promotion Committee, stressed that it is necessary to mobilize all social forces, strengthen health promotion and intervention, and promote the concept of health and health from the focus of treatment to The people's health is the center and the people's health is constantly improved. Sun Chunlan emphasized that the Healthy China Action is a systematic project that requires the joint efforts of the government, society, families and individuals. The government should improve the health service system, do a good job in chronic disease management and vaccination, give full play to the advantages of traditional Chinese medicine treatment, and provide comprehensive health services for the people.