Canaan smart (300880) won the bid for the 347million national grid project in advance, accounting for about 52% of the company’s operating revenue in 2021.

bulletin collection [individual shares panning for gold] Yahua group (002497) expects the net profit in the first half of the year to increase by 542.79%-618.52% year-on-year.

A total of 1112.6 billion yuan was traded in the two cities, an increase of 220.9 billion yuan over the previous trading day.

Jinbo shares (688598) received the notification letter of the selection result from the supplier gac-e’an and became its designated supplier to develop and supply carbon ceramic brake discs for it.

The top 15 component enterprises had a total production schedule of about 19gw, an increase of about 5% on a month on month basis.

The market continues to pay attention to US inflation and the aggressive interest rate hike position of the Federal Reserve.

Influenced by the issuance of corporate bonds and the rise of the stock market, US Treasury bonds were sold off, and the yield of us 10-year and 30-year treasury bonds rose to 10 basis points, breaking 3% for the first time since mid May.

stocks in the global stock market closed up slightly, and the popular Chinese stocks rose collectively, Didi rose nearly 25%.

At the same time, with the smooth implementation of the resumption of production and work, the industry is expected to show a pattern of booming supply and demand, and the plate opportunities deserve attention.

Loose restrictions on purchase in Guangzhou: outsiders are allowed to cut off or make up social security payments for no more than 3 months.

Jinyuan Co., Ltd.

(000546) plans to purchase 49% equity of Ali Liyuan, and the trading of the company’s shares has been suspended since the opening of the market on June 7, 2022.

2.

1、 U.S.

The domestic automatic driving industry will usher in a leap from l2+ to L3-4.

European stock markets rose collectively.

Related subjects: Ruiming Technology (002970), Gaohong shares (000851) v.

4.

On Monday, the Shanghai and Shenzhen stock markets rose in shock.

Type-C related objects: Derun Electronics (002055), Haineng industry (300787), Xianying Technology (301067), and Lixun precision (002475).

Apple: launched a new M2 chip for Mac, and updated the macbookair with the greatest efforts in the past decade.

running rucksack

Related subjects: Lianhong Xinke (003022), TBEA (600089), Jinjing Technology (600586), Bowei alloy (601137), Jinlang Technology (300763) and Dongfang Risheng (300118) automatic driving: the regulations on the administration of intelligent Internet connected vehicles in Shenzhen have passed the “Third Review” and are expected to be issued within this year.

2.

(600389) plans to invest 2billion yuan to build a new green herbicide and intermediate project.

Next, we should also pay attention to the fund attitude.

[Focus] 1.

4、 Hot spot sniping PV: according to the grassroots research of securities companies, the total domestic silicon supply in June is expected to be about 70000 tons, with a month on month increase of about 4%; In June, the production schedule of battery chips was basically flat, in which the large-scale production remained at full capacity, and the overall production schedule of components increased slightly on a month on month basis.

Yingbei investment, the major shareholder of Senba sensor (300701), plans to reduce its shareholding of the company by no more than 4%.

2、 Trading water temperature evaluation: the trading water temperature in the market rises.

The tripartite working level of the China Kyrgyzstan Uzbekistan Railway held a video conference to study and promote the cooperation of the China Kyrgyzstan Uzbekistan Railway Project.

Jiangshan Co., Ltd.

The legal gap of intelligent connected vehicles is expected to make a breakthrough and bring demonstration effect.

3、 Financial Highlights 1.

White House statement: the United States will exempt the import tariff of photovoltaic modules from the four Southeast Asian countries for 24 months; PV stocks led the market.

Junshi biological (688180) js116 capsule obtained the notice of approval for drug clinical trial.

The controlling shareholder of Kanghui Pharmaceutical (603139) plans to reduce the company’s shares by no more than 3%.

The yield of us 10-year Treasury bonds exceeded 3%.

[industry observation] 1.

On the disk, PVDF concept, salt lake lithium extraction, sodium ion battery, hjt battery, fluorine chemical concept, cro concept and other sectors led the increase; Automobile service, REITs concept, Shenzhen state-owned assets reform, planting and forestry, China Shipbuilding and other sectors led the decline.

[International] 1.

Huashen Technology (000790) subsidiary plans to acquire 100% equity of Yuanhong mineral water.

At the same time, from the perspective of the disk, the enthusiasm for participation in the track direction has increased significantly.

Domestic PV listed companies obtained the reply “GF” on capacity layout in Southeast Asia.

Japan and South Korea stock markets rose collectively.

This administrative regulation is the first official administrative document in China to divide the rights, responsibilities, definitions and other important issues of L3 and above automatic driving in detail.

3.

Shenzhen: promote key projects such as 12 inch chip production line and third generation semiconductor.

The relaxation of anti epidemic restrictions boosted market sentiment.

In addition, new energy such as batteries, photovoltaic power and wind power have also been stimulated by policies.

Xinyuan micro (688037) Guoke investment plans to reduce its holdings by no more than 2.02%..

The EU will finalize the law on unified use of usb-c for mobile phones on June 7.

[daily minesweeping] liuhuimin, the shareholder of keyvia Technology (688356), plans to reduce the company’s shares by no more than 2.33%.

Related targets: Beixin road and Bridge (002307), Xinjiang communications construction (002941), Xuefeng Technology (603227), western construction (002302), Qingsong Jianhua (600425), etc.

The market continues to show strong characteristics, and the trading volume of the two cities has again exceeded trillion, indicating that the fund participation is active, and the northward direction is also positive.

The persons acting in concert of the controlling shareholders of Jin’an Guoji (002636) intend to liquidate and reduce their holdings of 2.025% of the company’s shares.

The controlling shareholder of Shandong Iron and steel (600022) plans to increase its shareholding by 2.5%-5%.

Several shareholders of Sinochem bio (688117) plan to reduce their total shares of the company by no more than 5.05%.

However, in terms of operation, it is recommended to continue to control the pace, and do not pursue growth at a low price.

According to media reports, the United States will exempt the four Southeast Asian countries from import tariffs on photovoltaic modules for 24 months.

Former US Treasury Secretary Summers’ research group: US core inflation needs “Volcker” tightening to reduce to 2%.

3.