A-share pre-market report | Apple AI smartphone is all the rage! China's monkeypox vaccine approved

Morning news overview 1. Quick look at the Apple Autumn Launch Event: iPhone 16 series officially unveiled, Apple smart will support Chinese next year At the Apple Autumn Launch Event, Apple unveiled Apple Watch, AirPods, and iPhone products. The chip upgrade for the iPhone 16 is the A18 chip, which is built on a 3-nanometer process. "Apple AI" support for the English language will be launched in October and Chinese support will be available next year. 2. "Artificial Intelligence Security Governance Framework" released, promoting consensus on artificial intelligence security governance The National Cyber Security Standardization Technical Committee officially released version 1.0 of the "Artificial Intelligence Security Governance Framework" to promote consensus on the governance of artificial intelligence security and promote the orderly development of artificial intelligence security. The framework provides foundational technical guidance for the healthy development and regulated application of artificial intelligence. 3. Hefei state-owned assets enter the market to acquire commercial housing, experts optimistic about the gradual release of potential demand in the real estate market during the "golden September and silver October" Hefei Anju Group announced plans to acquire existing inventory commercial housing for use in the distribution or rental of guarantee housing. Currently, over 80 cities have announced support for state-owned platform enterprises to acquire commercial housing. Experts predict that some potential demand in the real estate market during the "golden September and silver October" period will gradually be released. 4. Shanghai and Shenzhen Stock Exchanges announce! Alibaba and 33 other stocks included in the Hong Kong Stock Connect, individual stocks to receive additional funds The Shanghai and Shenzhen Stock Exchanges issued a notice regarding the adjustment of Hong Kong Stock Connect targets, including the inclusion of Alibaba, SF INTRA-CITY, CLOUD MUSIC, and 33 other stocks, effective from September 10th. This means that southbound funds can purchase Alibaba and 33 other stocks through the Hong Kong Stock Connect. Financial Calendar There are no new IPOs or listings on the Shanghai and Shenzhen stock markets today. Reminder: Huawei's extraordinary brand summit opens today Opportunities in advance Analyzing investment opportunities in the market, the focus is on monkeypox vaccines, education, and white chicken. 1. China's first monkeypox vaccine approved for clinical trials, institutions optimistic about vaccines, testing, and treatment drugs On the evening of September 9th, according to the China Biological WeChat public account, the MVA strain monkeypox attenuated live vaccine independently developed by China National Pharmaceutical Group Shanghai Biological Products Research Institute has obtained a clinical trial notification issued by the National Medical Products Administration. This is China's first approved clinical monkeypox vaccine, which is expected to play an important role in the prevention and control of diseases caused by monkeypox viruses in China. Jianghai Securities: With the continued spread of monkeypox, the global demand for epidemic prevention products is increasing. A-share listed companies' active layout in the vaccine, testing reagents, and treatment drug sectors is expected to bring new performance growth points. 2. CCTV proposes to accelerate the construction of an education strong nation, institutions optimistic about the performance and valuation repair of the education sector The education industry has recently seen multiple catalytic factors. People's Daily published "From an Education Powerhouse to an Education Strong Nation." The article points out that throughout human history, when education prospers, the country prospers, and when education is strong, the country is strong. The news broadcast in the evening also indicated that accelerating the construction of an education strong nation and promoting the great cause of national rejuvenation. Founder: Favorable information relay for the education sector, optimistic about the continuous realization of the performance of education sector companies and the continuous repair of valuation; Leading companies in the K12 sector are expected to benefit fully from strong demand, and amid macro employment pressure, the demand for enrollment and training is expected to remain strong. 3. Recent rapid rise in prices of white chicken chicks, institutions state that the long-term growth of the white chicken industry is evident According to Mysteel Shenzhen Agricultural Power Group data, from September 1st to September 7th, the average price of white chicken chicks rose from 3.14 yuan/chick to 3.54 yuan/chick. In just a week, the increase was 12.74%. Specific reasons include: shortage of chick supply, replenishment demand in the breeding sector, leading poultry companies raising prices, and stable but secretly increasing chicken prices. Huachuan Securities: Currently, the quotation for parent chicken chicks remains at a high level, highlighting the supply-demand imbalance in the upstream sector. Short-term adjustment actions such as moulting and thinning are difficult to make up for the gap in imported breeds. From a long-term perspective, the long-term growth potential of the white chicken industry is evident. Future Market Judgment Soochow: A-share growth sectors are entering a positive layout period Soochow believes that the current trend of core asset rotation and strong dividends has lasted for three years. Currently, the market is in the process of style balance, and with the Fed's rate cut approaching, the global liquidity cycle is starting to rise, alleviating the pressure of high-interest rates on global demand. With positive factors accumulating, the global manufacturing cycle is expected to rise, becoming an important drive for the market's expected reversal. Referring to overseas markets, the longest correction in US stocks since 1950 has not exceeded two and a half years, and the longest correction in Japanese stocks since 1980 has lasted for about 3 years around the time of the bursting of the Internet bubble in 2000. Considering the three-year characteristics of A shares, we believe that the lowest point in A shares may have passed, and in terms of style, the A-share growth sectors are entering a positive layout period. Positive and Negative Announcements by Listed Companies Regarding positive announcements, Jutze Intelligence Technology plans to buy back shares, while for negative announcements, LBX Pharmacy Chain Joint Stock issues a risk warning.The CEO increased their holding of 15,000 company shares.6. Kunshan TopA Intelligent Equipment: Pre-winning bid for a procurement project worth about 515 million yuan. Negative announcements: 1. LBX Pharmacy Chain Joint Stock: The company is currently unaware of the progress and conclusions of the retention investigation. 2. Shanghai Prosolar Resources Development: Shareholder Overseas Chinese Industry is unable to contact the company's actual controller Yu Zengyun. 3. Changchun Yidong Clutch: The company's main business is the production of automobile parts. 4. Hainan Ruize New Building Material: Change in the company's actual controller. 5. Beijing Cuiwei Tower: No significant changes in daily operations. 6. Anhui Liuguo Chemical: The company has received a decision on administrative regulatory measures. 7. GuiZhou YongJi Printing: Controlling shareholder and actual controller plan to reduce their holdings in the company by no more than 3%. 8. Eastern Air Logistics: LEGENDHOLDING and Zhuhai Pudong plan to jointly reduce their holdings in the company by no more than 2.99%. Ban list: Looking at the unlocking ratio, in the next five days, Jinsanjiang (Zhaoqing) Silicon Material's actual unlocking ratio reaches 71.42%, followed by Zhejiang Huilong New Materials and Guangzhou Hexin Instrument. Overseas markets: Overnight, the three major US stock indexes opened higher and rose by more than 1%, with most Chinese concept stocks showing an upward trend. In other markets, COMEX gold futures rose by 0.32% to $2532.70 per ounce; light crude oil futures for delivery in October on the New York Mercantile Exchange closed at $68.71 per barrel, up by 1.54%; November delivery of Brent crude oil futures on the London Mercantile Exchange closed at $71.84 per barrel, up by 1.10%. This article is reprinted from "Tencent Stock Selection". Editor: Xu Wenqiang.