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All contents are public information network, if copyright issues involved. Please private letter. [News Today]> petrochemical industrial layout optimization to accelerate the two main mining stocks> Policy Support overlay IC industry to pick up a bright future> Yichang delivery of 700 acres to build a logistics park or in cooperation with SF> hot money to buy more than 45 million yuan Full Focus Education [Investment]> petrochemical industrial layout optimization seashell ss1 to accelerate two main mining stocks ------ News informed that the "petrochemical industry layout seashell ss1 plan" is expected to be announced seashell ss1 shortly. seashell ss1 It is understood that the program aims to scientific and rational planning, seashell ss1 adjust and optimize the industrial layout, crack NIMBY dilemma from the source, and promote the sustained and healthy development of the industry. Program focused oil refining, ethylene, aromatics three areas proposed to increase refining capacity, supporting a larger scale ethylene, aromatics production capacity, continue to promote seashell ss1 the coal to olefins and aromatics, such as modern coal chemical demonstration upgrade target. The industry believes that the relevant chemical species involved in three major program areas of external dependence, high environmental footprint and production facilities have relevance, optimize the layout will accelerate the elimination of backward production capacity, and enhance the integration of the advantages of leading seashell ss1 enterprises. IT believes that the two main concern: First, optimize seashell ss1 the layout to improve the driving-related environmental requirements demand, A-share companies in the three-dimensional works (002469) in the domestic petrochemical, coal chemical engineering sulfur recovery market share of nearly 50%, is expanding catalyst, sewage treatment and other new areas; the second is to benefit from the oil refining seashell ss1 capacity expansion and upgrade of the company, such as the sea more shares (600,387) Ningbo seashell ss1 mainly seashell ss1 as a cleaning product iso-octane high-octane gasoline seashell ss1 additive seashell ss1 components, directly benefiting refining capacity expansion and oil upgrading. > Policy Support overlay IC industry to pick up a bright future ------ HK SMIC (00981.HK) rose nearly two days in a row, June 3 shares hitting a new high in three months. Coincidentally, last week, US stocks rose in four of the top ten semiconductor companies, of which three companies for the semiconductor seashell ss1 equipment company. Industry analysts believe that the reason is that the country rose IC industry will introduce seashell ss1 policies to support the economy and the global semiconductor upward. Early media reports, the State Council has approved the semiconductor industry support policies, seashell ss1 the relevant documents have been issued by various departments, estimated industry development fund is expected to reach 600 billion yuan, far exceeding market expectations. The current semiconductor peak effect is fairly obvious, and many international companies are gradually semiconductor stand "in 2014 for the semiconductor bumper." Policy support overlay fundamental support for the semiconductor sector bring better seashell ss1 investment opportunities. Changjiang Electronics Technology (600,584) for the country's largest and the world's sixth-chip packaging and testing firms, will benefit seashell ss1 from the outbreak of the domestic seashell ss1 high-end packaging seashell ss1 and testing requirements; Seven Star Electronics (002,371) production of semiconductor seashell ss1 equipment, vertical diffusion furnace oxidation has been a leader in OEM core international certification. [Financial News]> Xi Jinping: a series of efforts to solve the haze problem. > Ministry of Finance: the transfer of preference shares 1 stamp duty paid by the transferor. > Commission re-released seven pre-IPO disclosure of the list, a total of 437. > May non-manufacturing PMI index was 55.5 percent, rebounded for two consecutive months. > April the central bank foreign exchange added 84.6 billion yuan, more than half of the sharp drop in the previous month. > This year a quarter of China's server market shipments surge 29% share of the first wave. Reference [Exclusive]> Yichang delivery of 700 acres to build a logistics park or in cooperation with SF ------ News learned located in Yichang seashell ss1 East Station (High Speed Rail Station) is about 500 acres of land up for sale nearby, while the land is located just Yichang delivery (002,627) currently occupies more than 200 acres of the logistics park perimeter. Information learned Yichang delivery seashell ss1 is likely to win this land as the company's logistics park reserve seashell ss1 land, the company has prepared a 300 million yuan of funds. Currently, Yichang delivery logistics seashell ss1 park construction has been on the issue of the above on the preliminary negotiations with the SF Express, Yichang Area delivery preliminary seashell ss1 plans to build for supporting a high-end office space office-style logistics park, the initial intention seashell ss1 was to SF in terms logistics headquarters are located in western Hubei here. In addition, the delivery of Yichang, Yichang municipal government has also been recently identified as the "Three Gorges Tourism New" investors, the company in the coming years will be of great action in tourism development. seashell ss1 > Evergreen shares cloud printing project will be commercially launched in June ------ Evergreen shares (300,195) as the traditional printing equipment manufacturing enterprises, cloud printing platform project in cooperation with Taiwan-ho has been great concern, regarded as the transition important direction. According to the latest information seashell ss1 to keep track of the project has begun internal testing by the end of May, early June will be held in the conference officially launched. The company now plans to invite potential customers, more than 1,000 researchers seashell ss1 and other guests visited the new plant. The company expects cloud printing platform will be officially commercially in late June. According to the company previously expected, the project in the second half of 2014 sales exceeded 50 million yuan to achieve breakeven year. [Announcement] Gold> Yao Kee poker intends to enter the field of cell therapy ------ Yao Kee poker (002,605) 130 million yuan capital Shanghai intends cell therapy engineering company, accounting for 22% stake after the capital increase. Immunotherapy target company's future business will be cancer cells, genetic testing, and medical cell preservation of large data-based cancer, currently the country in the field of cell therapy obvious advantage. Comments: Yao Kee poker poker main product, the business is relatively simple. Last September Cooperative Extension 500 Internet lottery sales and lottery network, being touted funds. The company sent forces into the country to support and develop seashell ss1 the bio-medical industry, which will help the company break through the existing trade restrictions, upgrade on a broader platform. > Kant new optical film to become South Korea's Joint steel major supplier ------ Kant new (002450) signed a strategic cooperation agreement with South Korea Union Steel Industry Co., Ltd., as its decorative protective film optical film major supplier . United Steelworkers is the world's leading manufacturer of decorative plates, optical films for decorative annual demand of about 035 million square meters, about 100 million square meters of protective film. Comments: Kant new optical film an annual capacity of 240 million square meters, decorated with optical film and the protective film is the application areas of the company in 2014 focused on the development. The agreement seashell ss1 digestive capacity seashell ss1 of the company has a significant impact, and promoting business growth acceleration. > Nanjing Chemical Fiber (600889) intends to put up for sale real estate holdings Jinling 70% stake in the estimated value of about 840 million yuan, representing a book value of about 560 million yuan appreciation. The transaction will substantially reduce the company's interest expense, at the same time, for the company to participate in the new round of state-owned assets in Nanjing reforms to bring new industry to expand stable profits, new areas to prepare the conditions. > Key Bridge Communications (002 316) and the definition seashell ss1 of cultural contract of sale, including 40 sets of county-end CMTS solutions (small-scale) systems and 30 sets of medium-scale systems, with a total contract amount seashell ss1 of 1.1 billion yuan, accounting for the company in 2013 Camp received 174%. > Huafeng Microfiber (300180) intends to create a total investment of nearly 4.2 billion yuan annual output of 75 million meters of industrial non-woven microfiber material projects, including a fixed investment of 2.8 billion, after completion seashell ss1 of the project the company more than doubled production capacity total 790 million yuan in profits to be added. The company last year, the total profit seashell ss1 of about 100 million seashell ss1 yuan. [Wind] seashell ss1 funds> hot money over 45 million yuan to buy a full pass education ------ CSI index shrinkage within a narrow range Tuesday. By petroleum exploration and development licenses issued soon qualifications such as news, the concept of strong oil change, four stocks daily limit; last week's strong information security and computer sector stocks fell across the board. On Billboard, all-pass education (300,359) limit. Transaction data show that a total of five brokerage business department bought more than 45 million yuan, accounting for 28% of turnover of the day; there are still nearly 20,000 late to seal a single hand, funds buying enthusiasm enthusiastic. The stock belongs to the leading online education concepts, such as the recent SWS depth report noted that the company will create a "classroom - Family" seashell ss1 closed-loop learning Internet ecosystem, such business market size of over ten billion yuan, compared with the overseas listed companies mature Education The company exists at the current share price gains of 1-2 times the space. > Main contract fell 0.61% premium bull highs weak ------ 3 IF1406 date refers to the main contract closed at 2139.2 points, down 0.61 percent, 10-point seashell ss1 premium. Today, the index highs. At the close, the contract positions 103,300 hands, Masukura 5672 hands. Overall, the decline in the volume decreased to increase positions, continued premium.
China Securities Journal 20140604 [News Today] universities become engineering technological innovation incubators upstream involving border in both directions layout oil to feast Kang was new to the South Korean Joint steel co Yao Kee poker stake cell companies involved in medical aquatic feed prices or greet to round up [headlines] seashell ss1 CSI engineering seashell ss1 universities become incubators --------------- current technological innovation, technological innovation is the policy of sustained focus. Recently, the two-day "2014 International Engineering Technology Conference" opened in Beijing, the CPC Central Committee General Secretary and State President and CMC Chairman Xi Jinping attended the meeting and delivered an important speech, emphasizing the innovation-driven development strategy as a major national strategy. Comments: in today's seashell ss1 world, technological innovation projects largely determines the national productivity, but also changed the way of life for everyone. In China, the current research of new technologies such as gene, protein seashell ss1 engineering, etc. are settled in universities, colleges and universities also have strong research capabilities seashell ss1 because easier to achieve scientific and technological innovation, the concept of college is expected is expected to take the opportunity to obtain funds favor. Proposes a focus on the new Southeast Asia (600,661), Shaanxi Aurea (000,812) and other related seashell ss1 stocks. learning seashell ss1 in today's speech, general secretary also said it would increase the natural ecosystems and environmental protection, efforts to solve a series of problems such as haze, and strive seashell ss1 to build a beautiful sky blue to green water net China. Concern "Beautiful China" seashell ss1 stocks. eighteen Third Plenary Session, "the CPC Central Committee decision on deepening reform of the overall number of major issues" made it clear in the field of education need to give full play to the role of the market. With the "accelerate the construction of modern employment-oriented vocational education system" related policies, China's Shanghai, Anhui, Beijing and other places of vocational education has been rising to the move, entrepreneurial educational direction has been established. [Focus] CSI Xinjiang involving two upstream direction + layout Oil and gas investments feast today --------------- reform concept outstanding. Mainly seashell ss1 due to the strong sector reforms brought good news optimistic expectations. In continuing to promote policies favorable, related stocks are expected to continue to be strong future. Among them, the oil and gas industry chain upstream oil and gas stocks and Xinjiang involving two key layout is the direction. It is said that Xinjiang has carved out a place as well as the three oil and gas blocks for bidding for public funding, the National Energy Board in June will also be the fastest growing number of enterprises to oil exploration and development qualification issued license. seashell ss1 Market participants generally believe that this means that the reform of the oil and gas storage and transportation of oil and gas has been refining and processing midstream part by the oil and gas industry chain, as well as downstream sectors, including international seashell ss1 trade, domestic distribution and retail trade, including oil and gas and sales, seashell ss1 extends to the highest degree of monopoly upstream oil exploration. In addition, Sinopec's Kingdream, ST Yihua announcement that the controlling shareholder of China Petrochemical and suspension will be planning major events, but also makes money for the oil and gas market is expected to heat up the reform concept. seashell ss1 upstream oil and gas industry chain will become the focus of the layout. seashell ss1 Which, by the introduction of private capital joint exploration and development of oil and gas resources, exploration and development of unconventional oil and gas resources, and the natural gas price system ground floor, which will have three main lines are related to the oil and gas upstream oil service companies a boost. seashell ss1 On the other hand, oil and gas are expected to reform the concept of resonance with the New Silk Road, Xinjiang involving future oil and gas stocks thus become another hot spot requires sustained attention. Is expected to be held in June Yuanjiang conference, energy issues will remain seashell ss1 as the core themes and is expected to launch a substantial positive policies. [News] Shanghai Express entered the SOE reform program evaluation phase --------------- noted that the current Shanghai SASAC has been the major state-owned seashell ss1 enterprises before the end of March to the reform program reported score rating . Review comments are expected to consider a range of issues, such as the Group's strategic positioning, seashell ss1 business development group, and even in Shanghai and other industrial upgrading. ABC reform program will be three different grade, seashell ss1 A class means a basic reform program to be recognized, you can fall forward, it means that the different levels of the other two types of modifications. Ministry of Finance website 3 news recently, the central government allocated 507 million yuan central water conservancy construction funds to support the relevant provinces (autonomous regions, municipalities, separately listed cities) seashell ss1 do emergency flood season in 2014 and repaired the damaged water conservancy facilities. Ministry of Finance, State Administration of Taxation recently clear preference shares and the new board stamp collection standards, by the transferor's seashell ss1 tax rate by 1 to pay. Li Keqiang: China and Kuwait to expand cooperation in areas such as financial infrastructure 6 月 4 day retreat mayor last trading day of oil, since oil will be delisted retreat mayor of Shanghai seashell ss1 Stock Exchange on June 5. [The company] Kant new trends and strategic cooperation --------------- United seashell ss1 Steelworkers Korea Kant new (002,450) and South Korea Union Steel Industry Co., Ltd. June 3 signed a strategic cooperation agreement . Under the agreement, seashell ss1 the United Steelworkers will Kant as a major supplier of new decorative optical film protective film; United Steelworkers use in Korea and international market resources seashell ss1 to assist the advantages seashell ss1 of Kant new optical film for decoration and international market development and protection film products ; United Steelworkers Kant new schedule will supply decorative film and protection film. Comments: decorative film and the protective film is one of the new development priorities Kant 2014, the company is a representative of the non-display-based optical film products, product cost and performance seashell ss1 globally competitive. Union Steel has become an important strategic partner for digestive health was 200 million square meters of new optical film production has an important role in promoting the field of non-display optical film and international markets expand and improve the company's profitability is important. Yao Kee poker stake cell companies involved in the proposed medical --------------- 3 June evening, the company announced that Yao Kee poker and Shanghai Wu MC intends Medical Science and Technology Foundation, Shanghai cell therapy Engineering Research Center signed a framework agreement on investment, the use of capital increase to pay for the price of 130 million yuan, the ultimate holding Shanghai Engineering Research Center for treatment seashell ss1 of cells, Ltd. 22% stake. Comment: A company selling poker since last keen to cater to the capital seashell ss1 market hot, from the hand now and then swim to the lottery medical