Ministry of Commerce: On the basis of serving domestic demand, we are willing to meet the legitimate demand of countries around the world for rare earth resources. However, if any country wants to use products made of rare earths exported from China to curb and suppress the development of China, it is not acceptable in reason.
Ministry of Commerce: Some media said that the IMF recently released a research report saying that almost all the costs caused by the US tariff increase are borne by American enterprises. In this regard, Gao Feng, a spokesman, said: American trade hegemonism ultimately harms the United States itself, and American consumers and enterprises pay the bill.
Development and Reform Commission: In order to implement the deployment of the Central Economic Work Conference and the requirements of the Government Work Report, the National Development and Reform Commission recently held a video and telephone conference on the annual key work of promoting new urbanization, summed up and exchanged experience in new urbanization construction, and promoted the implementation of key tasks of new urbanization construction in 20 19.
Development and Reform Commission: Put forward two alternative paths for coal miners: First, reduce the annual long-term cooperation price from 535 yuan/ton to 520 yuan/ton; Second, the monthly long-term cooperative price of thermal coal is lowered to the yellow range, that is, the price of 5,500 kcal thermal coal in ports around Bohai Sea is lowered to below 600 yuan/ton.
National Energy Administration: Actively promote the construction of affordable Internet access projects and strictly regulate the competitive distribution of subsidized projects. That is, according to the competitive allocation work plan of wind power and photovoltaic power generation projects, the projects that need to be included in the scope of state subsidies are determined. Do a good job in the connection between the new wind power and photovoltaic power generation projects and the construction of transmission projects, implement the consumption plan, and give priority to ensuring the transmission and consumption of affordable internet access projects.
Trump: From June 10, a 5% tariff will be imposed on all goods imported from Mexico; Tariffs will be gradually raised until the problem of illegal immigrants is solved, when the collection of tariffs will end.
Stock market news
Science and Technology Innovation Board: On June 1 1, the Shanghai Stock Exchange held the second meeting of the Science and Technology Innovation Board of the Municipal Science and Technology Commission to review the initial applications of Fu Guang, Ruichuang Na Wei and Huaxing Yuanchuang Science and Technology Innovation Board.
Overnight external market: European and American stock markets generally rose, and energy stocks performed poorly; Oil prices fell nearly 4%, hitting a two-month low; Bitcoin hit a maximum of $9,000 and fell back to $8,000; After the bond purchase plan, the Federal Reserve announced the end of the downsizing plan.
MSCI: Wei Zhen, executive director of MSCI Asia Pacific and head of research in China, said that A-shares have been running smoothly since they were included in MSCI index, with no expected risks, which has also increased the confidence of international investors in A-shares.
Jinyi Film and Television (002905): Yesterday, there was a huge intraday shock 19%, and the turnover rate was 68%. All-day turnover/kloc-0.6 billion yuan, with obvious signs of hot money. The intraday limit is about 105 times.
Gionee Permanent Magnet (300748): The company is a high-tech enterprise with high-performance rare earth permanent magnet materials. It does not directly own rare earth mineral resources, and its main business has not changed significantly.
Gree Group: Zhuhai SASAC responded to Gree Group's increase in holdings of Changyuan. Gree Group may become an investment platform (company) in the future, and they will make corresponding decisions according to their own judgment, which can be financial investment or wholly-owned holding according to their development prospects. In the future, some rights will be delegated to Gree Group.
Opportunity information
AI+ Education: According to media reports, the teaching assistant APP "homework box" recently completed the D round of financing of 65.438+0.5 billion US dollars, which was led by Alibaba, and its current valuation has exceeded 65.438+0 billion US dollars. Previously, the homework box has completed five rounds of financing, and the investors include Lenovo Star, Good Future Education Group, Baidu Venture Capital, Yunfeng Fund and Bertelsmann Asia Investment Fund. The "homework box" locates the attribute of "artificial intelligence+education".
Natural gas: The second China-Russia Energy Business Forum will be held in Russia from 6th to 7th. The forum plans to discuss key issues of energy cooperation between China and Russia in the fields of oil and gas, electricity and finance. The purpose of the forum is to establish a platform for direct communication and dialogue between Chinese and Russian enterprises in the energy field, understand each other's cooperation needs, recommend cooperation projects, find potential partners, develop joint projects, realize mutual promotion and cooperation of energy projects, financing and scientific and technological innovation, and make positive contributions to further improving the level of pragmatic cooperation between China and Russia.
Traceability of liquor: The Ministry of Industry and Information Technology said that China will accelerate the construction of the national liquor quality and safety traceability system, accelerate the establishment and improvement of the national liquor anti-counterfeiting traceability platform, and constantly improve the whole traceability cooperation mechanism to effectively guarantee quality and safety.
Photovoltaic power generation: The National Energy Administration recently issued the Notice on the Construction of Wind Power and Photovoltaic Power Generation Projects in 20 19, putting forward four general requirements: First, actively promote the construction of affordable internet access projects; Second, strictly regulate the competitive distribution of funded projects; Third, fully implement the conditions for power transmission and consumption; Fourth, optimize the investment and business environment.
Smart TV: It is reported that two Huawei LCD TVs have passed 3C certification, and the certification models are Oscar-550/Oscar-550a. The applicant is Huawei Technologies Co., Ltd. and the manufacturer is Hefu BOE Video Technology Co., Ltd. It is reported that Huawei's high-end TV is planned to be put on the market in September. In the future, Huawei's high-end TV will have 8K, high color gamut and artificial intelligence like Samsung.
Company news
Hot spot announcement >>& gt
Gionee permanent magnet: the company does not directly own rare earth mineral resources;
Baibaolong (002776): the pre-profit in the first half of the year is 83.2 million yuan-98.32 million yuan;
Guo Sheng Financial Holdings (002670): it plans to issue corporate bonds with a non-public offering of no more than RMB 3 billion;
*ST Huaxin (0020 18): 16% of the shares of the controlling shareholder were transferred by the judicial authorities;
*ST Feida (600526): It is proposed to terminate Shandong Feida's capital increase and share expansion agreement;
Guangxu shares (600353): It is planned to acquire the shares of subsidiary Chuhan Technology and suspend trading;
Keyuan shares (002380): May 3 1 The short name of securities was changed to Keyuan Wisdom;
*ST Dakong (600747): suspected of breaking the law, and was investigated by the CSRC;
Letv (300104): The 20 18 Annual General Meeting of Shareholders was held on June 28th;
Hangzhou Bank (600926): 1000 billion yuan Tier 2 capital bonds have been issued;
Huayou Cobalt (603799): It is planned to acquire 99% equity of Huahai New Energy by 773 million yuan;
Guirenniao (603555) clarified that the media reported that the company's financial data were not fully considered and consolidated;
All-pass Education (300359): As the Pearl River is under investigation, the audit institution will be changed to continue to promote the acquisition of Wu Xiaobo Channel;
Fengle Seed Industry (0007 13): The company's share price has changed frequently recently, which seriously deviates from the fundamentals and the trend of the secondary market;
AVIC Hi-Tech (600862): It is planned to transfer 0/00% equity of Jiangsu Zhihao/KLOC by listing;
Major events >>& gt
*ST Kant (002450): Some businesses were suspended due to insufficient liquidity;
Zhonghuan Co., Ltd. (002 129): The subsidiary plans to invest in the monocrystalline silicon material project for solar cells;
ZTE: The shareholders' meeting agreed that the company should apply to Bank of China Construction Bank for a comprehensive credit line of 42.5 billion yuan;
Shaoneng Co., Ltd. (00060 1): Xinfeng Biomass Energy Expansion Project 1 Unit put into commercial operation;
Beiqi Blue Valley (600733): received the national subsidy for the promotion of new energy vehicles 1 1 more than one hundred million yuan;
Citic heavy industries (60 1608): It is planned to initiate the establishment of Xingbang Advanced Manufacturing Fund;
Sinoma Technology (002080): The subsidiary plans to invest RMB 654.38+RMB 54.7 million in the lithium battery diaphragm project;
Tianqi Co., Ltd. (002009): The subsidiary signed an order of about 242 million yuan with Siemens Gemesa;
Shengjitang (600227): It is planned to expand the Great Health Industrial Park project with 65438+84 million yuan;
Ningbo Construction Engineering (60 1789): the subsidiary signed a construction contract of 473 million yuan;
Xingmin Zhitong (002355): Signed a framework agreement with Savari in the field of intelligent networked automobiles;
Increase or decrease >>& gt
Founder Automobile (002 196): Shareholders intend to reduce their holdings by no more than 6%;
Kangqiang Electronics (002 1 19): The concerted action of major shareholders reduced their holdings by 107800 shares today;
Oriental Yuhong (00227 1): The directors terminated the reduction plan ahead of schedule;
Stock repurchase >>& gt
Wang Shun Science and Technology (300 1 13): 65,438+92 million yuan has been spent to buy back 2.07% of the shares;
Stop trading >>& gt
Suspension: Guangxu shares
Global news
Characteristic data
Early weather
Generally speaking, today's stock market weather forecast is positive.
Investment calendar
20 19-05-3 1 PMI (reporting period: 2065438+May 2009)
2019-05-312019 Belt and Road Exhibition. Shanghai
East Asia International Food Expo
20 19-06-0 1 China children's development forum
futures index