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小智港美股早報 | 12月30日
uSMART盈立智投 12-30 09:16

頭條資訊

冒充老乾媽員工詐騙騰訊案宣判,主犯獲刑 12 年。

國務院常務會議決定延續實施部分個人所得稅優惠政策。

汽車之家:不存在大規模裁員,整體人員優化幅度不及5%。

高潔絲迴應衛生巾出現蟲卵:已與消費者取得聯繫。

新能源車保費上漲,特斯拉保費四天漲80%。

李佳琦等向浙江消保委提交整改報告。

納指兩連跌道指六連陽,媒體稱三星洽購後渤健收漲逾9%創半年最大漲幅;美國原油庫存超預期下降後美油六連漲創五週新高;歐洲天然氣六連跌;茅臺遭奢侈稅等利空傳聞突襲市值跌近千億、罕見與“寧王”同時殺跌。

國常會延續實施三大個稅政策,一年可減稅1100億元,年終獎稅收優惠再延兩年,上市公司股權激勵單獨計稅政策延期一年。

商務部明年重點工作:促進消費持續恢復,提升傳統消費能級,加快新型消費發展,穩住外貿外資基本盤。

《“十四五”原材料工業發展規劃》:粗鋼、水泥等重點原材料大宗產品產能只減不增。

農業農村部:到2025年生物育種、農業5G應用、動物疫苗等領域居世界領先水平。

國家版權局:“十四五”完善體育賽事、網絡直播、電商平臺等領域版權保護制。

研報精選

瑞銀預計,中國鐵建今明年經常性純利同比增8%/9%,主要來自於鐵路和市政工程項目的推動,估計明年中國基礎設施固定資產投資(FAI)將增長4%。

花旗稱,和諧汽車擁有獨特的超奢侈品牌組合,預計新車銷售及售後服務毛利率水平均高,2021-23年淨利潤複合年增長率爲10.7%。

中金認爲,東嶽集團是從基礎化工到成功升級至高端材料市場的一個例子,預計短期內鋰電池用PVDF行業將持續蓬勃發展,集團收購工業硅資產,將可抵銷原材料供應波動。

基於歐美國家疫苗接種率提升,中金預計開拓藥業-B未來難以進一步招募未接種過疫苗高風險患者,令普克魯胺後續臨牀分析帶來更大不確定性,下調2022年每股盈測。

麥格理表示,由於收入增長低於預期,將頤海國際2021-23年盈利下調3.1%-11.4%,但預計毛利率在2021年下半年有所改善,約有38.1%,建議投資者等待更好的能見度。

熱點快播

金陽新能源:與國投電力控股等簽署合作協議,以合作建設異質結光伏電池生產產線項目。

華夏視聽教育:擬不超1億元回購公司股份。

環球醫療:擬向安徽廬州醫院增資2億元。

華商國際海洋控股:成功獲得大型風電安裝平臺關鍵設備成套訂單。

遠洋集團:擬10.24億元認購遠洋雲泰數據科技股份,持股升至50.92%。

微盟集團:股價異常波動,對公司未來發展充滿信心,將擇機行使股份購回授權。

三一國際:授出9695萬份購股權。

今日招股

環龍控股(02260)正在招股,招股價1.22~1.44港元,入場費2909.02港元。

uSMART智能寫手的信息、數據均來自媒體公開報道,智能寫手不能保證其完全準確,內容僅供參考,不構成投資建議。

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