The news that affected the stock market heavyweight on the evening of November 13th! (attached)

First, the securities news

China Insurance Regulatory Commission: To strengthen supervision and accountability, adhere to the "insurance industry name insurance"

On the 13th, the party committee of the China Insurance Regulatory Commission held a theoretical study center group to expand the conference and deeply study the spirit of the party's 19th National Congress. Chen Wenhui, vice chairman of the China Insurance Regulatory Commission, stressed that it is necessary to adhere to the "supervised surnames", build a strict and effective insurance supervision system, strengthen supervision accountability, and comprehensively reshape insurance supervision. We will unswervingly implement the new development concept, adhere to the "insurance industry name protection", better serve the development of the real economy, better serve the national strategy, and help reduce poverty and improve people's livelihood.

Huang Youlong: intends to submit a statement and defense to the CSRC and request a hearing

According to the announcement of the Hong Kong-listed company Shunlong Holdings on November 10, after receiving the notice of punishment from the China Securities Regulatory Commission, Zhao Wei’s husband, Huang Youlong, intends to submit a statement and defense to the CSRC and request a hearing. Stock selection treasure note: Xiangyuan culture 600576, the medical stocks announced on the evening of the 9th, the CSRC plans to impose administrative penalties and market ban on Longwei Media, Wanjia Culture, Huang Youlong, Zhao Wei, Zhao Zheng and Kong Deyong.

Second, hot events

Hainan Airlines 600515, diagnostic stock : plans to acquire 7.6 billion yuan in Taisheng Real Estate Company

Haihang Foundation announced that the company intends to sign an "Equity Transfer Agreement" with the related party, the company, to purchase 100% of Taisheng Real Estate (Shenyang) Co., Ltd. held by Hongji International Construction Co., Ltd., a wholly-owned subsidiary of Hong Kong International Construction Co., Ltd., with a cash payment of 762 million yuan. Equity. In addition, the company's Sun Company HNA Real Estate Marketing Co., Ltd. intends to sign an equity transfer agreement with Shanghai Qianlin to sell 100% equity of a card advertising company owned by HNA Real Estate Marketing Co., with a transfer price of 1 billion yuan.

Suning Yunshang 002024, diagnostic stock : plans to jointly set up 30 billion logistics real estate funds to reduce the holding of Alibaba 5.5 million shares

Suning Yunshang announced that Jiangsu Suning Logistics and Shenchuang Investment Real Estate Co., Ltd., a wholly-owned subsidiary of the company, intend to jointly launch a logistics real estate fund. The investment company plans to build, under construction and has built high-standard warehousing and logistics facilities, and seeks to acquire high-level other market entities. Standard warehouse logistics facility. The target size of the fund is 30 billion yuan, and the first phase of fundraising is 5 billion yuan. The goal is to achieve a management warehouse scale of 12 to 15 million square meters. The company also plans to sell Alibaba shares no more than 5.5 million shares, which is not more than 0.22% of its total share capital. After the completion of the sale, the shareholding in Alibaba is 0.82%.

Jingdong: Net revenue in the third quarter was 83.7 billion yuan, up 39.2% year-on-year.

Jingdong: net revenue in the third quarter was 83.7 billion yuan, up 39.2% year-on-year, expected to be 83.57 billion yuan; non-GAAP net profit was 2.2 billion yuan, a record high, up 359% year-on-year; third quarter transaction volume was 302.5 billion yuan, up 32% year-on-year In the first three quarters, the total transaction volume reached 891 billion yuan; the annual revenue is expected to increase by 35%-39%. Stimulated by strong financial reports, Jingdong shares rose more than 7% before the market.

Third, individual stocks Nuggets

[fixed and reorganized]

Sinopec oil service 600871, clinics shares announcement, non-public offering of stock issues by the State Council SASAC.

Shanghai Pudong Development Bank 600000 diagnosis shares announcement, public offering of not more than 50 billion yuan of convertible bonds, approved by the Shanghai SASAC.

Wong's group 002,329, clinics shares announcement, the applicant company public offering of convertible bonds by the SFC approval.

Hangxiao 600,477, clinics shares announcement, the company's total planned public offering does not exceed 800 million yuan of convertible bonds, net of issuance costs of all inputs "Hangxiao old factory (room) renovation - Wan county green building products Experience Center Project" .

Austrian 600,803 new shares, attending shares announcement, allotment application has been reviewed by the Commission.

Jiaze 601,619 new energy, diagnosed shares announcement, confirmed that constitute significant events planned reorganization of assets, shares remain suspended.

Zhao Yi innovation 603,986, clinics shares announcement, confirmed the plan constitutes a major asset restructuring, shares remain suspended.

Best 300,580, attending shares disclosed restructuring progress, subject to confirmation of the reorganization Bai-dimensional storage department of not less than 51% of the shares, shares remain suspended.

Baiyunshan 600332, clinics shares announcement, major events planned for the acquisition of a stake in the pharmaceutical joint venture in Guangzhou, and constitutes a reorganization of assets, shares remain suspended.

[Stop the card]

* ST 000,972 in base, attending shares announcement, termination planning major issues, the stock resume trading on November 14.

Lone Star Chemical 002 442, consultation shares announcement, on the termination of planned restructuring has held investor briefings, shares resume trading on November 14.

300 659 Zhongfu information, consultation shares announcement, is planning major issues, it may constitute a major asset restructuring, the stock since November 14 from the suspension.

Ju Hua Technology 300,360, clinics shares announcement, intends to start the inquiry work of non-public offering of stock issues, stock since November 14 from the suspension.

【Investment Cooperation】

Juf 002,427 shares, shares attending the announcement, the company and Jiangsu Zhi New Energy Co., Ltd. and Hang Zhou shareholder hair-flight new energy chapter signed the "Agreement on the acquisition of Jiangsu Zhi Air New Energy Co., Ltd. 49% stake," the company intends to 1.08 billion Yuan price acquired a 49% stake in Zhihang New Energy held by Mr. Zhou Fazhang. Upon completion, Zhihang New Energy will become a wholly-owned subsidiary of the company. Zhihang New Energy operates lithium battery production and sales; self-operated and agents import and export business of various commodities and technologies.

New Hualian 000620, clinics shares announcement, the company intends to acquire self-financing Hunan Overseas Tourism Co., Ltd. 60% equity transfer price of 180 million yuan.

002 307 North New Road and Bridge, clinics shares announcement, the company plans to invest 1.522 billion yuan by the holding subsidiaries, the development of North Royal Longwan a B group in Chongqing Hechuan District, a neighborhood real estate projects. The company also plans to acquire a 47% stake in the holding company Dingyuan Company for 501 million yuan, and the shareholding ratio after the transaction is 99.2%.

God fog saving 000,820, clinics shares announcement, Sun Company Lybrand new materials, plans to invest 4.8 billion yuan in Inner Mongolia storied building 1.2 million tons of chromium alloy project.

300145 gold environment, attending shares announcement, a subsidiary of Nanjing Jinshan environmental protection and water treatment sludge signed a project agreement, the estimated total investment of 800 million yuan.

601,666 shares Pingdingshan, clinics shares announcement, a wholly owned subsidiary of Tianhong Coal proposed acquisition price of 523 million yuan Wuhan Ping focus 100% stake, while the company plans to buy a controlling shareholder of 125 million yuan subordinate equipment leasing branch fixed assets.

North New Bridge announcement, to be invested over 500 million associated with the acquisition of 47% stake in Fangding Yuan finance lease; and plans with the Soviet Union to pay subjects 300,284, stocks and other companies attending the Commonwealth, invested about 485 million yuan to participate in Shihezi new highway reconstruction project PP P project.

Fluoride 002,407, clinics shares announcement, and know beans cars signed a strategic cooperation framework agreement, known beans strategic stake in the car, and know beans purchase a car battery assembly to give the most favorable terms; Fluoride and Fluoride related parties promise Zhidou Auto purchases no less than 10,000 new energy vehicles with multi-fluorine batteries installed every year.

【Major issues】

Chinese ship 600150, clinics shares announcement, the controlling shareholder of the proposed transferee company CSSC Guangzhou Shipyard Yangzhou held a 25% stake, the transferee price of 364 million; companies owned subsidiary of China Shipbuilding Chengxi Shipbuilding Group proposed transferee held wide Ship Yangzhou 26% equity, the transfer price of 379 million yuan. Guangzhou Shipyard Yangzhou is mainly engaged in the production and sales of various types of ships such as refined oil tankers, chemical tankers and liquefied gas vessels of 50,000 tons and below, and ocean transportation of refined oil and chemicals.

Jiuzhou Pharmaceutical 603,456, clinics shares announcement, shareholders Bay Group plans to transfer its own shares held by the company to Luoyue Fang agreement, the transfer ratio does not exceed 10% of the shares held by the company itself; Taizhou Goethe shareholders plan to transfer own shares held by the company agreement to Luo Yuefang The transfer ratio does not exceed 20% of the shares of the company it holds. The total number of transfers in this agreement does not exceed 5.6419% of the company's total share capital.

Heavy saddle 002,667 shares, shares announcement diagnosis, Guo Cong Jun shareholders 700 million shares held by the company recently after being thawed Court of Justice Xihu District, Hangzhou, Beijing Higher Court of Justice has been frozen.

* ST-en-carbon announcement, Cheng-Wen Liu Silver Base Group (0886.HK) 11.99% of the shares transferred to Qingcheng vote, Huang Su will enlist 100% equity investment in the transfer to CYTS 600138, Shandong investment consultation shares, CYTS invested by Shandong wide The investment indirectly holds 31.1% of the shares of Yinji Group. The company's actual controller will be changed from Liu Chengwen to the Central Committee of the Communist Youth League.

Yabao 600,351, clinics shares announcement, the minimum registered capital of private banks increased to 2 billion yuan and other access conditions so that the relevant preparatory work with the banks have been unable to continue chang, chang termination build with the bank.

[addition and reduction]

Change the world 300 125, consultation shares announcement, the company's actual control of people planned within 12 months of holdings of not less than 1% of the company shares.

600,539 shares of Lion's Head, clinics shares announcement, Chongqing, far from a letter agreement and its wholly owned holding company total holdings 2007 million shares, representing 8.73% of total share capital. The company has changed from a non-controlling shareholder and a real controller to a controlling shareholder and a real controller. The controlling shareholder has become Hairongtian, and the actual controller has become Wu Xu.

Lotus healthy 600,186, clinics shares announcement, the controlling shareholder plans to complete holdings, total holdings of 1020.49 million shares, 0.96% of the total share capital.

China force a pass 300045, clinics shares announcement, the company's controlling shareholder and one Xiongyun Hong consistent action plan within six months, holdings of shares not exceeding 500 million shares, that does not exceed 0.87% of total shares.

Changjiang Electronics Technology 600584, clinics shares announcement, shareholders of New Wave Group plans holdings does not exceed 1350 million shares, that does not exceed 0.99% of total equity.

Jiaao environmental protection 603 822, consultation shares announcement, Lee Hong Yazhou intended clearance holdings does not exceed 380 million shares, holdings in Cheung chemical fiber intended clearance does not exceed 118.75 million shares, the total reduction ratio of 6.8%.

Wingtech Technology 600,745, clinics shares announcement, shareholders Mao Huiying clearance plan holdings 4300 million shares, the total share capital of 6.75%.

Baihuacun 600721, clinics shares announcement, the Swiss pharmaceutical East Capital and East Swiss investment fund has holdings of 353.79 million shares, the total share capital of 0.88%.

South photoelectric 300,346, clinics shares announcement, Shanghai, China with total holdings of 171.04 million shares, the total share capital of 1.06%.

300026 red medicine, diagnosis shares announcement, the Directors Sun Changhai planned reduction of no more than 500 million shares.

Sea of shares 601 678, consultation shares announcement, the controlling shareholder holdings of shares planned 75 million shares.

[Bid and contract]

Gezhouba 600068, clinics shares announcement, the company led consortium, signed with the Nigerian government, "Meng Beila project EPC contract," the contract gold: 5.793 billion US dollars, equivalent to 38.346 billion yuan.

Petroleum engineering 600,339, clinics shares announcement, two wholly-owned subsidiary of the United Arab Emirates signed a comprehensive infrastructure projects Bab oilfield EPC contract, worth about $ 1.52 billion.

002,586 shares around the sea, clinics shares announcement, the joint bid Water Conservancy Engineering PPP projects with a total investment of 2.295 billion yuan.

Mongolian grass ecological 300,355, clinics shares announcement, the winning consortium Alukerqinqi city ecological restoration repair works PPP project, the estimated total investment of 351 million yuan.

300546 male Emperor technology, consultation shares announcement, winning Shenzhen Bus transportation card upgrade project, the amount of 43.67 million yuan.

[performance]

Lifan shares 601777, the diagnostic stocks produced 7,796 traditional passenger vehicles in October, down 40% year-on-year. In October, 1068 new energy vehicles were produced, an increase of 754% year-on-year. In the first ten months of this year, 4153 new energy vehicles were produced, an increase of 53% year-on-year. % sales; traditional passenger vehicle sales in October decreased by 57% year-on-year, cumulative sales in January-October decreased by 8.39% year-on-year; new energy vehicle sales in October reached 812 units, an increase of 253% year-on-year, new energy vehicles accumulated in January-October Sales of 3,648 vehicles, down 22% year-on-year.

China Life Insurance 601628, clinics shares announcement, the company first 10 months of total premium income of about 469.6 billion yuan.

China Ping 601318, clinics shares announcement, the first 10 months and three other subsidiary Ping An Life Insurance total premium income of 512.052 billion yuan total.

China Pacific Insurance 601601, clinics shares announcement, a subsidiary of Pacific 601 099, before attending stocks and the Pacific Life Insurance premium income in October totaled 248.058 billion yuan.

000,627 days Mao Group, clinics shares announcement, a subsidiary of Kuo Hua Life Insurance first 10 months of total premium income of 42.362 billion yuan.

China Electric Power Construction 601,669, clinics shares announcement, the first 10-month contract total of about 384.584 billion yuan, up by 29.03%.

China Chemical 601117, clinics shares announcement, as of the end of October a new contract total amount of 65.039 billion yuan; total operating income of 43.601 billion yuan.

【other】

Solarfun Energy 601,222, clinics shares announcement, the company's share price recently transaction. The company has disclosed its 2017 business plan in its 2016 annual report. It is estimated that the company's business target for 2017 is to achieve operating income of 3.5 billion yuan and net profit of 700 million yuan. Whether the company can achieve or exceed the completion depends on various factors such as the national macro-policy and changes in market conditions, and there is a risk that the operating results in 2017 will not meet expectations. At present, China's photovoltaic industry has certain dependence on government support policies. If the support intensity is weakened in the future, it will have an adverse impact on the company's operating performance.

Anyuan Coal 600,397, clinics shares announcement, the company owned coal mines Castle, resource depletion, poor mining conditions, a large security threat, plans included in the 2018 production capacity of close to an exit plan, completed before the end of 2018 Closure. It is expected that the company's 2018 operating income will be reduced by about 100 million yuan to 130 million yuan.

Shenzhen Science and Technology 000021, clinics shares announcement, the cumulative reduction of Orient Securities 600,958, clinics shares 321.54 million shares, 29.49 million yuan to achieve pre-tax income.

Clouds of metal 002182, clinics shares announcement, a subsidiary Huizhou clouds due to atmospheric emissions exceed emission standards, was fined 1.95 million yuan.

Asian shares 002 375, consultation shares announcement, was identified as the first batch of "prefabricated building industry base," the Department of Housing.

Bank of Ningbo 002142, clinics shares announcement, Approved for public release no more than 10 billion yuan of secondary capital bonds.

Fourth, the market interpretation

Tianxin Investment: New breakthroughs will continue to form a lot of opportunities to appear in large numbers

The stock index has been 6 consecutive yang, although it is not imposing, but it is also very strong. In the combination is the effect achieved by the weight plate and the theme plate, the market outlook is still a shock upward trend, the market is still a lot of opportunities, some Time is just more patience. Short-term can be fast-forward and quick-release according to market hotspots. The mid-line is recommended to be latent, especially since the previous period has not risen. Long-term sideways stocks can be considered for lurking.

AVIC Securities: Which industries are likely to become the strongest vents in the future?

From a large macro perspective, systemic investment opportunities come from the leading industry changes behind the macro cycle, which is "standing on the cusp of the future." On the whole, "the tuyere in the tuyere" mainly comes from three directions: the connection between people - the Internet, software, semiconductors, electronic components, etc.; the connection of things and things - aviation logistics, auto parts, communication equipment, etc.; Extend the life of people - environmental protection, biotechnology, etc. These have become industrial waves that drive the macro cycle of the next decade.