TODAY'S MARKET INTELLIGENCE
July Shenzhen "Biggest Bear" Deli强势 Limit-Up, Watch Shanghai "Biggest Bear" Jinghua New Material!
English summary
### July Shenzhen "Biggest Bear" Deli Strong Limit-Up, Watch Shanghai "Biggest Bear" Jinghua New Material! Time: 2026-07-30 20:05:22 Content: In July, Shenzhen's "biggest bear" Deli hit a strong limit-up today. Watch Shanghai's "biggest bear" Jinghua New Material! 1. Private fund liquidation crash has been cleared, bad news exhausted, stock price ushers in value regression. The consecutive sharp declines of Jinghua New Material this month can basically be attributed to the forced liquidation of the third largest shareholder's private fund. Dragon-Tiger List data confirms that the private fund's positions have been cleared and selling pressure has been fully released. The company's fundamentals are stable, new business continues to expand, and the stock price is expected to usher in value regression. 2. Dual positive factors of expected earnings increase and share repurchase demonstrate development confidence. After the stock price correction, the company voluntarily disclosed its 2026 H1 earnings pre-increase announcement: net profit for the interim report is expected to be 44 million to 51 million yuan, up 16.79% to 35.37% YoY. At the same time, the company launched a share repurchase plan of 50 million to 100 million yuan, with a repurchase price ceiling of 45.98 yuan. Currently, about 30 million yuan of repurchase has been completed, demonstrating confidence in its own stock price with real money. …
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