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Today's Key News Review | Dolphin Research

0919 Dolphin Analyst Focus:

🐬Macroeconomics/Industry

1. According to media reports, the staff of the US PCAOB is expected to begin inspecting the audit workpapers of Chinese concept stocks listed in the US on September 19. Internet giants will receive the inspection in batches. Regarding how the audit workpapers might affect the delisting of Chinese concept stocks, Dolphin Analyst has expressed opinions in the article "Will Chinese Concept Stocks Rise Again from the Crisis of Delisting?" which can be reviewed by interested readers.

2. According to rumors in the market, regulatory authorities will conduct investigations into the medical and aesthetic industry, which will involve B-end institutions and upstream players to a large extent. The cause of the investigation was the discovery of a 4.7 billion tax evasion by Hangzhou Qianhe, which resulted in a fine of more than 85 million. The unverified news of the investigation has caused a full-line drop in the medical and aesthetic sector today, with leading companies such as Hua Xi Biology and iMeigu declining by more than 10%.

🐬Individual Stocks

1. $AT & T.USesla.US

Tesla China is expected to expand production again, and the secondary production line optimization project of the Shanghai Super Factory began debugging on September 1. The production line optimization project is carried out within the existing factory by mainly extending the production cycle to expand production capacity. This project commenced on December 21st last year, and was originally scheduled to be completed in April this year. However, it was delayed until September and only now has been officially completed.

2. $SentinelOne.USea.US

According to market rumors, Sea, also known as "the Tencent of Southeast Asia," is preparing to dismiss 3% of its Shopee employees in Indonesia, as part of the large-scale downsizing trend in the region. Shopee's parent company is currently in a dire shortage of funds, and has encountered setbacks in its gaming and e-commerce businesses. Q3 earnings for Shopee has been omitted, leaving the growth prospects for the second half of the year looking increasingly grim. Sea hopes that such measures can curtail their expanding losses and win back investors. Sea fell more than 2% before opening.

3. $LONGi Green Energy.SH

LONGi Green Energy's P-type monocyrstalline solar cell efficiency hits a world record: LONGi pushes the efficiency of silicon heterojunction cells on M6 (274.3 cm²) p-type monocrystalline silicon wafers to 26.12%. This is the highest efficiency record for p-type silicon cells to date. LONGi is now significantly ahead of its peers in both N-type and P-type fields.

🐬Leading Sectors

Shanghai & Shenzhen Stock Exchange: Hotel and catering, tourism and scenic spots, non-white spirits;

Hong Kong Stock Exchange: Other retailers, other clothing and accessories, packaged food;

US Stock Exchange: Residential construction, furniture and decoration retail, gold.

🐬Tomorrow's Focus

1. China's one-year loan market quotation rate, China's five-year loan market quotation rate.

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