Today the stock market is 20 1 1.08.25. Is there any bad news in the stock market? The answer is plus 100.

List of Today's Good News and Bad News (20 1 1.08.25)

20 1 1A press conference was held in the press room of the State Council information office on Thursday, August 25th.

Li Weisen, deputy director of the National Bureau of Surveying and Mapping Geographic Information, was invited to introduce the Western Surveying and Mapping Project, the1:50,000 basic geographic information database updating project, the national "one map" surveying and mapping, and the construction of digital China.

It is very difficult to achieve the annual inflation target-People's Daily

Commentators of People's Daily said that it is very difficult for China to achieve the expected target of annual consumer price (CPI), and there is a certain degree of uncertainty in the steady economic growth. Stabilizing prices is still the primary task of macro-control in the second half of the year.

Moody's downgraded Japan's credit rating.

Moody's downgraded the credit rating of Japanese government bonds by one notch to Aa3 on Wednesday, saying that the downgrade was due to the country's huge budget deficit and increasing government debt since the global economic recession in 2009.

The price of edible agricultural products rose slightly last week by the Ministry of Commerce.

According to the data of the Ministry of Commerce of China, the prices of edible agricultural products monitored by the Ministry of Commerce last week (August 15 to August 2 1 day) increased slightly compared with the previous week, among which the prices of vegetables increased greatly and pork continued to rise. At the same time, the prices of means of production were basically the same as those of the previous week.

COFCO signed a contract with Cambodia to import thousands of tons of rice.

COFCO, the largest food trade, agricultural products and food processing enterprise in China, said that it recently signed a1000t rice import contract with Cambodia Wu Ge Agricultural Rice Co., Ltd., which is the first time that China imported rice from Cambodia.

China will accelerate the development and promotion of network infrastructure and new technologies and services-Ministry of Industry and Information Technology.

Miao Wei, Minister of Industry and Information Technology of China, said that in the future, we will accelerate the development and popularization of the Internet, especially the construction of network infrastructure and the development and popularization of new technologies and services.

Shandong plans to close coal mines with a capacity of less than 300,000 tons within five years.

Xinhua News Agency reported on Tuesday night that Shandong Province will strive to achieve the Twelfth Five-Year Plan (20 1 1-20 15) for mines with an annual output of less than 300,000 tons after reconstruction and expansion, which are exhausted in resources and unsafe.

◆ Insider perspective of individual stocks (August 25)

Time Technology (0006 1 1) and Zhejiang Zhonghe Investment Co., Ltd. exchanged assets, and introduced some equity assets of Nissin spinning spandex production enterprise, which increased new profit growth points for the company and achieved good return on investment. With the overall upgrading of the whole instrument industry, the company will face new business opportunities in the future: digital, intelligent and networked products will be more favored and valued by the market. Trend, the stock maintained an upward trend, the stock price against the market to achieve a breakthrough in volume, worthy of attention.

Wuzhou Transportation (600368): The main business is growing steadily, and the extension development opens up the profit space.

Wuzhou Transportation is located in Beibu Gulf Economic Circle. Is a joint-stock enterprise focusing on traffic construction and development, mainly engaged in the construction, operation and management of highways, bridges, stations and ports in Guangxi. Expressway assets include Nanwu Road, Wang Ping Road, Jinyi Road, Tanbai Expressway and some sections of Cen Jin Expressway. In addition, the company also owns Jinqiao Agricultural Batch Market, wuzhou international Real Estate and Pingxiang Logistics Park. The rolling business model of "highway toll+logistics+real estate" which combines long, medium and short projects established by the company is of great help to the sustainable growth of the company's performance.

On August 8/kloc-0, the company released the interim report of 20 1 1. During the reporting period, the company achieved operating income of 787 million yuan, up by 3 14.68% year-on-year. The gross profit margin was 58.60%, up 2.63% over the same period of last year; The operating profit margin was 32.32%, down 4% from the same period last year; The net profit attributable to the owners of the parent company was 65.438+0.79 billion yuan, a year-on-year increase of 654.38+0.66.95%; Earnings per share was 0.32 yuan, up 2 cents over the same period of last year, of which the second quarter increased by 1 cent over the first quarter.

We believe that the substantial increase of the company's income is mainly due to the frank and high-speed consolidated statement and the sales confirmation of Jinqiao Phase I shops. As the core asset of the company, the acquisition of Tanbai Expressway not only greatly enhances the scale and profitability of the company's main business assets, but also benefits from the network penetration effect in the next few years, with high growth and sustainability.

In addition, with the diversification of "real estate+logistics" getting better and better, the diversified layout of the company has also played a great supporting role in the stable growth of performance. The pre-sale rate of wuzhou international project has reached 90%, and it is planned to settle in 1 1- 12. The income of the agent construction project is stable, and it is estimated that the reconstruction project of Daban No.1 District and Hsinchu Community can realize a profit of 654.38+0 billion yuan. Jinqiao agricultural products wholesale market is planned to be a "vegetable basket" logistics base in Nanning, with the first phase rental income of 450 million yuan, 1 1 year. Pingxiang Logistics Park is planned to be the largest logistics park in South China, with gradually improved logistics outlets and expected to gradually improve its profitability.

In the secondary market, the stock has maintained a triangular fluctuation trend for nearly three years. After the daily limit of 15 this month, the stock remained aggressive with the support of the five-day moving average and the ten-day moving average. Although it is not the condition to break through the trend line above, the rapid rise in late trading today also shows that the market recognizes the support below the stock. Therefore, investors are advised to make long-term investment plans on dips.

Antai Technology (000969) Co., Ltd. is mainly engaged in research and development, production and sales of advanced metal materials and products. Products mainly include superhard and refractory materials, metal functional materials and fine metal products, among which superhard and refractory materials are the main sources of revenue and profits of the company. Sinosteel Research Group, the controlling shareholder of the company, is a giant in the field of materials research in China and will continue to dominate the field of materials in the future.

The company's superhard and refractory materials mainly include diamond saw blades, high-speed tool steel and products related to insoluble materials. The original production capacity of diamond saw blade is 560 tons. In 2006, the "industrialization project of high-grade polycrystalline diamond materials and high-grade professional diamond tools" with non-directional additional investment has been completed and put into production smoothly. It is expected to reach production in 2-3 years, with an estimated annual income of 38.027 million yuan. Original production capacity of high-speed tool steel10.5 million tons. After the expansion, it will form an annual production capacity of 40,000 tons of high-speed tool steel and 200 tons of powder high-speed steel. At present, 40,000 tons of high-speed tool steel has basically completed the construction and investment of the new area, and will be fully put into production in 20 1 year. Refractory engineering is the company's high-quality engineering. The high-performance refractory project was established in 2006 and put into production in June 2009. It is estimated that the annual profit after production tax will reach RMB 286,654,380+0.9 million.

The metal functional material plate includes two parts: amorphous material and rare earth permanent magnet material. In 2006, the first phase of the fundraising project "Project with an annual output of 40,000 tons of amorphous strips and products" was put into production.

The second phase of 30,000 tons was completed in April of 20 10 and put into production. The estimated annual after-tax profit is RMB 286,654,380+0.90 million. At present, the company has the production capacity of sintered bonded rare earth permanent magnets1.200,000 tons. In the first half of 2065, at 438+00, the company began to expand the "high-end application of new NdFeB production line project" in the rare earth permanent magnet production workshop of Airport Industrial Park, with a construction period of one year. The production capacity of sintered NdFeB will be increased by 65,438+0,000 tons after it is put into production. At present, the project is in the process of bidding and purchasing equipment.

Fine metal products plate mainly includes three types of products: welding materials,

Special alloys and powder metallurgy materials. In 2008, the company invested in building a new production base of flux-cored wire and special welding materials10.06 million tons, realizing a larger-scale industrialization of flux-cored wire project, with a production capacity of 26,000 tons, making the company form a complete production base of welding materials. At present, the domestic production share reaches 15-20%, ranking second. Special alloy precision strip steel is a convertible bond project of the company in 2009. 20 10 was completed and put into operation at the end of 0/0, with an annual output of 50% in the first year, 70% in the second year and 29.42 million yuan in the third year. The profit of powder metallurgy project is good, with an annual income of about 200 million yuan and a profit of 40 million yuan.

Amorphous zone is the biggest attraction in the future. Compared with the traditional oriented silicon steel transformer, the amorphous transformer has remarkable energy saving effect, and the no-load loss can be reduced by about 80%. At present, the company has carried out a large number of adaptive development work of domestic amorphous iron cores and strips, and established cooperative relations with many amorphous strip application units. The trial-produced and produced amorphous transformers meet the national standards and are gradually put into the market. Under the background of energy shortage and increasing environmental pressure, with the continuous improvement of domestic amorphous strip industry chain, the government will vigorously promote the popularization and application of amorphous transformers. In 2009, the total demand of amorphous strip in China was about 25,000 tons, and it is estimated that the market demand will be about 200,000 tons in 4-5 years. This company is the only manufacturer in China and the second largest manufacturer of amorphous alloy materials in the world. Amorphous strip driven by amorphous transformer has a broad market space.

In the secondary market, after continuous adjustment in recent days, the unit has a high margin of safety. Today's heavy volume shows obvious signs of stabilization. Now is a good time to step in. It is expected that the stock market is expected to strengthen significantly in the afternoon. Investors are advised to focus on it.

◆ Bull stock tips:

Minjiang Hydropower (600 13 1) rose 10.0 1% on Wednesday. The company is located in Aba Prefecture, Sichuan Province, where the water system is developed and the hydropower development prospect is broad. Mainly based on hydropower, the business scope is mainly based on power production and purchase and sale. The company actively seeks new development models and marches into new energy sources. In 2007, the investment was132.3 million yuan to participate in the 3000-ton/year polysilicon project of Sichuan Silicon Industry Xinjin. The construction period of this project is 2 years, and the designed production capacity will be reached in the fifth year. Judging from the development trend, the polysilicon enterprises in which the company shares have entered the harvest period. In the secondary market, due to the increasing pressure of electricity price increase, the stock pulled the daily limit against the market today, paying attention to the news changes. The data shows that the DDX of the stock on Wednesday was 1.669, and the bulk order amount was 58.665 million yuan.

Zhongwei Guomai (600640) rose 9.97% on Wednesday. The company is mainly engaged in the research and development and sales of digital and various communication products. This is the largest iDEN digital trunking business operation network with the most advanced technology and full functions in China. In 2009, in the tide of telecom integration, the company was taken over by China Telecom through the transfer of major shareholder's equity. With the major shareholder injecting knowledgeable person's business travel into the company, the latter will become a "business travel+hotel" operator. In the news, the Ministry of Industry and Information Technology will increase network infrastructure construction. In the secondary market, thanks to the development of the internet industry, the stock has a strong daily limit today, and it is recommended to pay attention to it in the short term. The data shows that the DDX of the stock on Wednesday was 0.243, and the large single amount was 5.2483 million yuan.

Xinghe Bio (300 143) rose 10.02% on Wednesday. The company is mainly engaged in the research and development, production and sales of fresh edible fungi, including Flammulina velutipes, hypsizygus marmoreus, Pleurotus eryngii and so on. The company adopts factory mode to produce fresh edible fungi, which is a leading enterprise in the field of factory production of edible fungi in China. With the increase of urban and rural residents' income and our understanding of edible fungi nutrition, health care, disease resistance and disease prevention, the consumption demand of edible fungi will continue to grow rapidly in the future. In the secondary market, last week's strong agricultural product prices boosted the agricultural sector. The short-term trend of the stock is strong, and the intraday big orders are obviously settled, and the market outlook band participates. The data shows that the DDX of the stock on Wednesday was 3.682, and the large single amount was 32.3397 million yuan.

Zhunyou shares (002207) rose 10.02% on Wednesday. Located in Xinjiang, the company is a professional enterprise that provides oil field dynamic monitoring and enhanced oil recovery technical services for oil exploration enterprises. The company's petroleum technical service business occupies a large market share in Xinjiang. With the further implementation of the western development strategy and the shift of China's petroleum strategic focus to the west, Xinjiang has become the replacement and reserve base of China's strategic energy, and the company has huge room for future development. It is also reported that SASAC has brought 120 central enterprises to plan industrial assistance to Xinjiang. In the secondary market, after a brief adjustment on the 23rd, the stock strengthened again today, mainly because of speculating on the regional concept and holding on. The data shows that the DDX of the stock on Wednesday was 1.49 1, and the bulk order amount was 2 1.8343 million yuan.

◆ Bear market stock warning:

Liuguo Chemical (600470) fell 5. 16% on Wednesday. The company is mainly engaged in the production and sales of high-concentration phosphate fertilizer. The main products are diammonium phosphate and high concentration compound fertilizer. Its industry is fertilizer manufacturing, mainly serving agricultural production. The company vigorously promotes the integration strategy, realizes industrial upgrading and product structure adjustment, and enhances profitability. On 20 10, the company signed the contract of research, production, application and development of iron phosphate and lithium ferrous phosphate technology with Sichuan University, and officially entered the field of new energy batteries. In addition, the company's10.6 billion restricted shares were lifted on the 24th. In the secondary market, the chemical sector has recently differentiated significantly, and the stock has remained weak and volatile. It is recommended to wait and see for the time being. The data shows that the DDX of the stock on Wednesday was -0.747, and the large single amount was-32.7509 million yuan.

Qianjiang Biochemical (600796) fell 4.7 1% on Wednesday. The company is mainly engaged in the manufacture, sales and technical services of biological pesticides, food additives and feed additives. It is the only state-owned listed company in Haining. The second branch of the company will be closed at the end of this year, and the Haining Municipal Government will make compensation in the form of land auction proceeds of designated plots. The company will take this opportunity to accelerate the transformation and upgrading, adhere to the development direction of biological pesticides and biological veterinary drugs, and actively develop projects such as photoelectricity, real estate and public heating. In the secondary market, the company continued to fall today, maintaining its judgment on the 23rd, and the market outlook can pay attention to its restructuring expectations and not intervene for the time being. The data shows that the DDX of the stock on Wednesday was -0.93 1, and the bulk order amount was-22,963,400 yuan.

New open source (300 109) fell 3.85% on Wednesday. The company is the earliest manufacturer of PVP in China and has become the most complete PVP manufacturer in China. PVP series products, as auxiliary materials, additives or auxiliaries, are widely used in daily chemical, medicine, brewing, beverage and other industries. According to the plan, the company will build 5000 tons/year PVP and 10000 tons/year PVME/MA in the future, which is expected to bring 852 million sales revenue and 227 million net profit. In addition, the company's 24.53 million restricted shares will be lifted on the 25th. In the secondary market, the stock opened lower today and oscillated, ending the trend of Sanlianyang. There are still adjustments in the short term, so it is advisable to wait and see. The data shows that the DDX of the stock on Wednesday was-1.442, and the bulk order amount was -67 1.72 million yuan.

Zhong Chao Cable (00247 1) fell 4.98% on Wednesday. This company is a leading cable manufacturer in China. The main products are wires and cables of 35kV and below, including power cables, wires and cables for electrical equipment and bare wires. Relying on the competitive strategy of "value marketing", the company is based on the market positioning of high-end customers such as power systems, large enterprises and key projects and the product positioning of "quality cable suppliers". It is also reported that six new materials have received key support in the Twelfth Five-Year Plan, which is expected to be announced in September. In the secondary market, the stock has been questioned recently because of its good reputation and lag, and it will continue to adjust in the short term, so it needs to be cautious in holding shares in the market. The data shows that the DDX of the stock on Wednesday was -0.257, and the large single amount was-2,477,200 yuan.

Comments by active stock on August 25th.

Top five in Shanghai:

Code abbreviation price rise and fall comment

600578 Jingneng Thermal Power Plant 10.03% was stimulated by the great drop in coal inventory and the shutdown of East China Huazhong Power Plant. There is still room for improvement.

600 13 1 Minjiang hydropower 10.05438+0% was stimulated by the sharp drop in coal inventory, and the production of East China Huazhong Power Plant was suspended or a foregone conclusion. The trend is upward, keep the position.

9.97% of the 600,640 Zhongwei countries have benefited from the vigorous development of the Internet, and the demand for optical communication has been boosted. Be cautious and do more, not chasing up.

8.72% of the 600258 BTG shares were stimulated by the news that China will expand and open the tourism market of Pan-Beibu Gulf countries. There is still room for improvement.

6007 19 8.46% of Dalian Thermal Power Plant was stimulated by the sharp drop in coal inventory, and domestic power plants were stopped or confirmed. Be cautious and do more, not chasing up.

Shanghai fell out of the top five:

600 162 Xiangjiang Holdings -5.93% real estate stocks, affected by the recent overweight of domestic real estate control policies. The adjustment will continue.

600765 AVIC heavy machinery -5.89% of the company's proposed wind power assets declined, and the restructuring was cancelled. The downward momentum is large and cautious.

600470 Six-Country Chemical -5. 16% Company's private placement of restricted shares was lifted today, and the cash-out pressure is great. The downward trend is obvious, and it is out.

600393 Donghua Industry -4.99% real estate stocks, affected by the recent domestic real estate regulation and control policies. Stay weak

600696 Duolun shares -4.96% real estate shares, affected by the recent increase in domestic real estate regulation and control policies. Will also rise.

The depth of the top five has risen:

Code abbreviation price rise and fall comment

The concept of 0006 17 Petroleum Jichai 10.04% CBM benefits from the 12th Five-Year Plan of CBM and is expected to be promulgated in the near future. The market outlook continues to rise.

002560 Tongda Co., Ltd. 10.03% large bill concept was stimulated by the company's bid for the State Grid project. Strong pattern, firm position

The concept of 002207 Zhunyou Co., Ltd. 10.02% CBM benefits from the 12th Five-Year Plan of CBM, and it is expected to be published in the near future. The rally is not over, holding positions.

300 143 Xinghe Bio 10.02% was promoted by the Ministry of Industry and Information Technology, indicating that it will expand the growth enterprise market of small and medium-sized board in the future. Be cautious when there are risks.

002080 Sinoma Science and Technology 10.02% new material concept, stimulated by the news that the Twelfth Five-Year Plan for New Materials is expected to be announced in September, is promising.

Five deep waterfalls:

Code abbreviation price rise and fall comment

300 157 hengtai amp -7.82% has a strong trend recently, and its share price has nearly doubled in the past two months. Now there is a callback. There is a lot of room for callback.

The share price of 00247 1 Super Cable -4.98% rose more than 30% in half a month, and it has been adjusted today. The empty side has a certain initiative.

002574 winning number jewelry -4.72% was dragged down by the six consecutive rises before the end of the overnight gold price crash. The downward trend is obvious.

000502 Lv Jing Holdings -4.63% mine-related concepts, the share price has increased by nearly 25% in the past two months, and it is now adjusted back. The downward momentum is greater.

002268 Visteon -4.46% company's interim net profit growth 1024.42%, fled with profits today. The general trend will be upward.

Summary of the latest private placement information in Shenzhen Hongling on August 25th (exclusive)

Chuanwanshun shares: There is an acquisition action plan behind it.

Radio and TV Network: Miao Wei, Minister of Information, said that the second batch of pilot cities for triple play will be launched as soon as possible, and Wang Yawei will greatly increase its positions.

Three-dimensional communication: big orders are expected in the future

Chuan kailuan shares: Gong Yunhua of Qilu Securities is writing an in-depth research report.

Beijing Lier: The company will acquire super-large magnesite resources in Haicheng, Liaoning Province in the near future.

Chuan Guanghong Holdings: Major Shareholders' Recent Increase in Holdings

Chuansanmao Brand God: Jinchuan Technology, a subsidiary of Jinchuan Group, will take the backdoor, mainly engaged in high-purity copper, high-purity nickel, high-purity cobalt and other products, and the organization will vigorously grab funds.

Trantrid: The cooperation with Siemens has made great progress.

Spreading Four Dimensions and Creating New Things: The State Council will hold a press conference on the western surveying and mapping project and the construction of digital China on the morning of 25th 10.

Sichuan Hainan Haiyao: Cochlear implants will be sold soon.

Chuanjinyu shares: the central government started the largest reservoir maintenance project, benefiting the cement industry.

Hunan Post Science and Technology: It will become the research and development base of China Post Logistics in the future.

Chuanjiang Quanye: Since the first half of the year, the international diamond quotation has been raised eight times in a row, with a cumulative increase of more than 30%. The company owns 30,000 tons of diamond mines.

Sichuan Yanzhou Coal Industry: Shandong plans to close coal mines below 300,000 tons within five years.

Chuanyinjiang Co., Ltd.: Another big order, with established performance growth.

Biological source: The artificially cultivated Guangdong Cordyceps has passed the identification of high-activity wild Cordyceps (Guangdong Cordyceps) and will enter the production stage at the end of the year.

Sichuan Airlines Electronics: The expectation of asset integration still exists.

Chuanlaibao Hi-Tech: According to American media reports, Apple is going to launch a low-priced version of the iPhone4, which will be listed at the same time as the iPhone 5.

Chuanminjiang Hydropower: It is planned to raise 400 million yuan to buy rare earth mines in Aba Prefecture.

Chuanguangtian Co., Ltd.: Recently announced a large order

Cangzhou Pearl: The price of BOPA membrane has increased by 30% since July.

Chuanyinhe Technology: Bian Jiang Technology, a subsidiary, signed a 654.38+0.5 million USD rectifier transformer supply contract with Qi Li Aluminum.

Chuantongkun shares: there is an intention to issue additional shares in the later period.

It is reported that "Tiangong No.1" has been transported to the launch site for vertical assembly and is expected to be launched in early September.

Passing the money of cross-border people directly is good for the stock market in the long run.

Chuanzhongzhu Holdings: A private equity person in Hangzhou said that according to the information he has, the actual controller Xu has a high success rate in injecting into Zhuhai Xihai Mining.

Antofagasta, a Chilean copper miner, said that China's copper imports are expected to increase due to low stocks in China.

Pass it on to the public: Malone Sanitation, a venture capital company with equity participation, will hold a meeting on Friday.

Cangzhou Pearl: The price of BOPA membrane has increased by 30% since July.

Ke Hua: Huaibei Mining, the major shareholder, plans to conduct an initial public offering next year, and then go public in Shanghai. The company will integrate the internal assets reorganization of the main coal industry, and then realize the overall listing, which is currently in the early stage of EIA publicity.

Transmitting spatial information: VAT expansion is about to start.

Liaoning Chengda: This week, the third quarterly report will increase the profit per share by about 1 yuan.

Economic Development in Changchun, Sichuan: The plot of Xinglong Mountain Old Town 10 has been identified as the land for shantytown reconstruction and construction, which is about to enter substantive implementation, and the state-owned major shareholders have increased their holdings.

Ke Hua: Huaibei Mining, the major shareholder, plans to conduct an initial public offering next year, and then go public in Shanghai. The company will integrate the internal assets reorganization of the main coal industry, and then realize the overall listing, which is currently in the early stage of EIA publicity.

Chuanlanzhou Minbai: Asset injection or even overall listing is the established policy of Honglou Group. It is possible to inject assets into the existing three wholesale markets and form a new distribution plan.

Chuanpanjiang Co., Ltd.: Guizhou Province will carry out large-scale resource integration during the "Twelfth Five-Year Plan" period, and the annual production capacity of coal mines in the province will increase to more than 350,000 tons. Large state-owned mines benefit the most, and the company, as a leading enterprise in the province, will play an important role in the integration.

Kailuan shares: Gong Yunhua of Qilu Securities is writing an in-depth research report. As a key recommended product in the fourth quarter, he is optimistic about the overall listing prospect of the group, with a target price of 27.5-29.25 yuan.

Since the first half of the year, the international diamond quotation has been raised eight times in a row, with a cumulative increase of more than 30%. Jiangquan Industry owns 30,000 tons of diamond mines.

New energy vehicles have driven the demand for lithium battery materials to increase by dozens of times.

At present, the gross profit margin of cathode materials exceeds 30%, cathode materials exceed 20%, electrolyte reaches about 40%, separator exceeds 70%, and lithium hexafluorophosphate electrolyte materials account for about 70%. At present, the bottleneck of lithium battery material industry is high. At present, the domestic anode and cathode are in a state of balance between supply and demand, and electrolyte and diaphragm are the links with the highest technical content, so the products are in short supply.