[CSI pre-market broadcast] LeTV.com plans to acquire LeTV Finance for 3 billion yuan; and the Lili shares of Gree "you 侬我侬" will resume trading today; the second share reform plan is rejected, SJiatong resumes trading today or welcomes the

This article was first published on WeChat public account: China Securities Journal. The content of the article belongs to the author's personal opinion and does not represent the position of Hexun.com. Investors should act accordingly, at their own risk.

Company focus

LeTV 300104, stock bar (300104)

It is planned not to exceed 3 billion yuan to acquire LeTV Financial

LeTV.com announced on the evening of September 24 that it intends to purchase 100% equity of LeTV Investment (excluding LeTV Investment's non-financial assets and business). Based on the market valuation of LeTV Financial by external external institutions, the equity transfer price is expected to not exceed 3 billion yuan. The company said that the acquisition of LeTV Financial is in line with the strategic development of the company. At the same time, it can effectively solve the problem of accounts receivable between listed companies and related parties by injecting high-quality assets into the listing system. LeTV's non-financial assets or business will be split with LeEco Investment later.

CIC Note

LeTV Finance mainly focuses on online payment, online transactions, and network asset management. It has obtained commercial factoring licenses, equity crowdfunding licenses, fund sales licenses, insurance brokerage licenses and financial lease licenses. In general, these are not financial licenses approved by the “one line, three meetings”, and the gold content is low. According to media reports, LeTV's non-financial assets will be spun off in the core area of ​​Chongqing. However, LeTV has finally had a substantial restructuring action, which is worth looking forward to for subsequent development.

S Jiatong (600182)

The second share reform plan was rejected on the 25th or the exam

S Jiatong announced on the evening of September 24 that the company's stock will resume trading on September 25, in view of the failure of the company's share-trading reform proposal.

CIC Note

S Jiatong's two share reform proposals did not capture the hearts of shareholders, but instead allowed the market to speculate on the stock price, and pulled five "one-word daily limit" before the suspension. Last September, after the first share reform of SJP was announced, it was greatly hyped by the market. Even after the share reform was denied, the stock price rose by 132.21% in three months. The share reform plan has once again lost, S Jiatong will usher in the big test today, can you re-enact the previous trend?

Highly shares (600619)

Has responded to the Shanghai Stock Exchange inquiries on September 25 resume trading

Haili shares announced on the evening of September 22 that due to the existence of uncertain factors such as the stock price of Haili and the share transfer plan of the controlling shareholder, there is no clear plan for the increase. As currently Gree Electric Appliance 000651, the shareholding ratio of the shares of Haili has reached 5%. Gree Electric promises: (1) will not reduce the shares held by Highly shares within the next 12 months; (2) the next 12 months If the controlling shareholder of Highly shares has a new equity transfer plan, Gree Electric is committed to participate in the new equity transfer plan. The company resumed trading on September 25.

CIC Note

Haili is known as one of the Chinese air-conditioner compressors and is an upstream supplier of Gree air conditioners. Market participants believe that from the perspective of industrial chain expansion, Gree can take over Haili shares to extend the industrial chain, and then promote its own air conditioner business, which can better lower the cost. Gree Electric has a high-profile placard, this announcement is also full of "you yell at me", the follow-up development of Highly and Gree is worth looking forward to.

Performance forecast

Helenzhe (300201): Net profit for the first three quarters increased by 103%-131%.

Digital Certification (300579): Net profit for the first three quarters increased by more than 150%.

Xintian Technology 300259, stock bar (300259): net profit in the first three quarters pre-increased by 25%-50%.

Major issues

Enlighten Sander (000826): Successfully won the bid for the integration of urban and rural sanitation in Anxin County, Xiong'an New District.

Mass Transportation 600611, stock bar (600611): reduced 5.4 million shares of Guotai Junan (601211), with an investment income of 104 million.

Sinopec (600028): Wang Yupu resigned as chairman of the board, and vice chairman Dai Houliang was temporarily serving his duties.

Rainbow Shares (600707): Set up a joint venture company to build production lines and develop high-generation LCD substrate glass business.

Shen Zhenye A (000006): Suspension matters constitute a major asset restructuring.

Jack shares (603337): In 2017, the employee stock ownership plan bought a total of 3.84% of the company's shares.

Information Development 300469, stock bar (300469), Rongyi Group (002622): termination of major asset restructuring.

Mengcao Ecology (300355): Two projects for pre-winning bids, the total amount of winning bids is nearly 600 million yuan.

Dean Diagnostics 300244, stock bar (300244): plans to increase the capital of nearly 2.4 billion yuan to acquire a 64% stake in Guangzhou Dihuixin and other projects.

Runda Medical 603108, stock bar (603108): Termination of major asset restructuring, change to cash investment Ruilai Bio.

Shengyu Mining 600711, stock bar (600711): spent 45 million yuan to participate in the new three-board enterprises four-ring zinc sputum fixed.

New Wufeng 600975, stock bar (600975): It is planned to acquire the new three-board enterprise Tianxin Seed Industry.

Oriental Group 600811, stock bar (600811): proposed to issue 4 billion yuan corporate bonds.

Xoceco Electronics (600870): Signed a restructuring framework agreement, intending to hold Fujian Fuguang.

Shaanxi Drum Power 601369, stock bar (601369): Legend Holdings intends to transfer 3.6% of the company's shares, the transferee will be its associated company.

Lingyun shares 600480, stocks (600480): termination of asset restructuring, withdrawal of relevant application documents.

Bao Qianli 600074, stocks (600074): Restructuring the target exposure, plans to acquire electrical machinery manufacturer Wat Tatong.

Songdu shares 600077, stocks (600077): 963 million won the right to use a plot in Hangzhou Fuyang.

Eastcompeace 002017, stock bar (002017): termination of non-public offering, the proposed share allotment does not exceed 420 million yuan.

Tongkun Co., Ltd. 601233, stock bar (601233): 100 million US dollars to establish a chemical fiber subsidiary, improve the existing chemical fiber industry chain.

China Railway Construction 601186, shares it (601186): won the bid for 4.227 billion yuan of rail transit construction projects.

Su test 300416, stock bar (300416): It is planned to acquire 98% of the shares of Taike Video.

Jinguan Electric (300510): It is planned to set up a subsidiary to build a lithium ion battery separator production base.

Great Wall of China (000018): Signed a memorandum of cooperation on strategic development with Wanda.

Dongxu Optoelectronics 000413, stock bar (000413): The subsidiary signed three graphene LED street lamp cooperation agreements.

Huacan Optoelectronics 300323, stock bar (300323): The subsidiary is expected to receive 50 million industrial development subsidies, and a net profit of 37.5 million yuan.

Fengshen shares 600469, stocks (600469): adjust the restructuring plan, no longer buy the Huanghai Group industrial tire related land and real estate.

Fenglin Group 601996, stock bar (601996): intends to acquire the entire share capital of Anhui Dongdun Wood.

Star cable 603333, stock bar (603333): The company's employee stock ownership plan is sold.

Increase or decrease

Overweight

Batian shares 002170, stocks (002170): the real controller completed the increase plan, the cumulative increase of 130 million yuan.

Reduction

Fuhuang Steel Structure 002743, stock bar (002743): Ping An Dahua Fund intends to reduce its holdings by no more than 2%.

Stop trading

Suspension

Jiangnan Chemical 002226, stock bar (002226): planning major events, plans to buy non-metallic mining industry, the estimated transaction amount of 200 million to 500 million yuan, suspended trading on the 25th.

Samsung New Materials (603578): Plan major events and suspend trading on the 25th.

Silver Nonferrous (601212): Plan major events and suspend trading on the 25th.

Chuanheng shares (002895): The stock price fluctuated abnormally and was suspended from the 25th.

Great Lakes shares 600257, stocks (600257): plans to issue stocks to buy assets, suspended trading on the 25th.

Resumption of trading

Yibin Paper (600793): Yibin State-owned Assets Co., Ltd. plans to transfer its shareholding in Wuliangye to 000858, and it will resume trading on the 25th.

Highly shares (600619): We have responded to the relevant inquiries of the Shanghai Stock Exchange and resumed trading on the 25th.

Kaizhong Precision (002823): Terminated the planned acquisition of PIH, and resumed trading on the 25th.

Guokewei (300672): The stock self-checking work was completed and the trading resumed on the 25th.

Huayuan Holdings (002787): Has responded to the Shenzhen Stock Exchange inquiry letter and resumed trading on the 25th.

Dean Diagnostics (300244): The board of directors has reviewed and approved the non-public offering of shares, and resumed trading on the 25th.

Hongsheng Shares (603090): An investor briefing session on the termination of major asset restructuring has been held and the trading resumed on the 25th.

Overseas dynamics

European and American markets

US stocks basically flattened European stocks to rise slightly

US stocks closed flat on Friday. The S&P 500 gained 0.06%, the Dow Jones fell 0.04%, and the Nasdaq gained 0.07%. Last week, the S&P 500 gained 0.08%, the Dow gained 0.36%, and the Nasdaq lost 0.33%.

European stock markets closed slightly higher on Friday. The pan-European Stoxx 600 index rose 0.1% to close at 383.22 points, a cumulative increase of 0.7% in the overall transaction last week. FTSE Pan-European 300 has closed up 0.08%, hitting a new high since July 20, and rose 0.69% last week. Germany's DAX 30 closed down 0.06%, up 0.59% last week. France's CAC 40 closed up 0.27%, up 1.29% last week. The UK's FTSE 100 rose 0.64%, up 1.32% last week.

A week down nearly 5%, Apple's biggest one-week decline in more than a year

Due to the delay of iPhone X and the downturn of iPhone 8, Apple's share price fell for the fifth consecutive day on Friday, closing at $151.89, down 0.98%. Apple fell nearly 5% a week, the biggest weekly decline in more than a year.

Stock stock

China stocks rose and fell nearly 6% in the era of reunion

China's concept stocks closed mixed on Friday. Baidu rose 0.69% to close at 240.57 US dollars, Alibaba rose 0.45% to close at 178.18 US dollars, Jingdong fell 1.42% to close at 42.37 US dollars, and the gathering time rose 5.85% to close at 80.52 US dollars. Worry-free rose 5.56% to close at 61.75 US dollars, pleasant loans rose 2.65% to close at 44.87 US dollars; Lanting gathered 3.33% to close at 2.32 US dollars, Phoenix New Media fell 3.78% to close at 5.99 US dollars.

Luxury e-commerce temple library online market fell 23.08% on the first day

The Chinese luxury e-commerce brand Temple Library was listed on the NASDAQ in the US on Friday. The stock code is “SECO”, the initial public offering price is US$13.00, and the total fundraising amount is US$110 million. The stock price of Temple Library fell by 23.08% on the first day of trading, and closed at $10.

CIC Note

Founded in July 2008, Siku.com is committed to building a global luxury service platform. Now it has an online/offline integrated shopping platform including the Secoo.com website, mobile applications and offline experience centers.

gold

Gold price closed up 0.21% and fell more than 2% in one week

On Friday, gold futures for December delivery on the New York Mercantile Exchange rose $2.70 to close at $1,297.50 per ounce, or 0.21%. In last week's trading, gold futures prices fell more than 2%.

crude

US oil hit a four-month high high oil oil for four weeks

On Friday, the New York Mercantile Exchange's West Texas Light Crude Oil (WTI) futures price for November delivery rose 11 cents to close at $50.66 a barrel, or 0.22%, hitting a monthly contract. The four-month closing high.

Brent crude oil futures for November delivery on the London ICE European Futures Exchange rose 43 cents to close at $56.86 a barrel, or 0.76%. Brent oil prices rose by 2.2% last week, rising for the fourth consecutive week.