Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors' reference.
The three major A-share indexes fell sharply: the number of falling stocks exceeded 4400, and the net sale of northbound funds was nearly 15 billion
The three major A-share indexes collectively closed lower today, of which the Shanghai index fell 1.78% to close at 3394.25 points; The Shenzhen Component Index fell 2.77% to close at 13398.84 points; The gem index fell 3.25% to close at 2906.76. The market turnover reached 823 billion yuan, and the number of falling stocks exceeded 4400. Industry sectors fell across the board, led by software development, precious metals and tourism hotels. Northbound funds sold a net 14.624 billion yuan today.
A shares are green again. More than 90% of the shares fell, and nearly 200 million shareholders cried! Per capita loss of more than 10000 yuan per day
On January 27, the three major stock indexes of A-Shares fell sharply. Among them, the Shanghai Composite Index fell 3400 points in the afternoon, and the gem index fell more than 3%. All the sectors in the two cities floated green, and more than 4400 shares fell to varying degrees, accounting for more than 90% of the tradable stocks on the same day. In addition, excluding the three new shares newly listed on January 27, according to the calculation of the reporter of Beijing business daily, nearly 200 million A-share shareholders lost an average of 10200 yuan in only one trading day.
A shares fell sharply! Institutions: the "bottom of the market" is approaching, we should dare to actively layout
Huatai Securities Co.Ltd(601688) believes that the short-term disturbance does not change the medium and long-term good trend of a shares. From the perspective of data analysis, whether it is the horizontal comparison of stock bond yield, the vertical calculation of the quantile of equity risk premium, or the calculation of the statistical law of historical calendar effect before and after the Spring Festival, it shows that A-Shares are currently cost-effective and have a high probability of repair after the Festival.
Dragon and tiger list: 182 million rush to raise Zhejiang Ausun Pharmaceutical Co.Ltd(603229) foreign capital net buy 4 shares, institutions net buy 17 shares
On January 27, Zhejiang Ausun Pharmaceutical Co.Ltd(603229) was the largest net inflow of funds among the dragon and tiger stocks on the list, with a net purchase of 182 million yuan on the third day. Data show that the stock closed within the daily limit, up 20.44% in the past three days. Huatai Rongchao business center, which ranks first in net capital flow, bought 148 million yuan on the third day. A total of 34 stocks were involved in the institutional participation in the dragon and tiger list, of which 17 were net bought by the institution, Shandong Hi-Speed Road&Bridge Co.Ltd(000498) was the most bought, with a net purchase of 123 million yuan in three days. In addition, 17 shares were sold by institutions, and Guang Dong Fenghua Advanced Technology (Holding) Co.Ltd(000636) was sold the most, amounting to 187 million yuan.
Resumption of 18 trading stocks: Bank of Lanzhou trading limit Andon Health Co.Ltd(002432) , Kingland Technology Co.Ltd(000711) fried board Beijing Cuiwei Tower Co.Ltd(603123) broken board
Today (January 27), the three major indexes fell, and the Shanghai index fell below the 3400 point integer mark. The turnover of the two cities today was 822.9 billion, 28.7 billion compared with the previous trading day. On the disk, there was no strong sector, with digital currency, precious metals, tourism, network security, domestic software and other sectors leading the decline. A total of 18 shares rose today, down 44 shares from the 62 share limit of the previous trading day. Among the 28 primary industries in Shenwan, coal and banks had the smallest decline.
The Shanghai stock index fell 1.74% and fell 3400 points Shanxi Huhua Group Co.Ltd(003002) and other stocks hit a record high
On January 27, the Shanghai stock index closed at 3394.25 points, down 1.78%; Shenzhen composite index closed at 13398.84 points, down 2.77%; The gem index closed at 2906.76 points, down 3.25%. According to the data of China stock market news choice, the intraday share price of one stock hit an all-time high today, including Shanxi Huhua Group Co.Ltd(003002) . According to the data, the intraday share prices of 153 stocks hit a record low today, including Semiconductor Manufacturing International Corporation(688981) .
blockbuster news
Li Keqiang: facing the new downward pressure of economic development, we will strengthen the cross cycle adjustment of macro policies
Li Keqiang pointed out that in the face of new downward pressure on economic development, we will strengthen cross cyclical adjustment of macro policies and keep the economy running within a reasonable range. We will strengthen targeted regulation, take timely and effective measures to deal with difficulties and challenges, stabilize market expectations and boost market confidence. We will step up efforts to help enterprises in their plight, implement a large-scale combined tax and fee reduction policy, continue to reduce the financing costs of enterprises, especially small, medium-sized and micro enterprises, take multiple measures to expand effective demand, and help market players with great difficulties and more jobs to tide over the difficulties.
State Council: strengthen the construction of advanced measurement system with quantum measurement as the core
The State Council issued the modernization plan for market supervision during the 14th Five Year Plan period. It is mentioned that we should strengthen the construction of advanced measurement system with quantum measurement as the core, accelerate the establishment of a new generation of national measurement standards, promote the upgrading of social public measurement standards, and formulate a number of important measurement technical specifications related to the national economy and the people's livelihood. Reform and improve the management systems of type approval, verification and legal supervision of measuring instruments, dynamically adjust the catalogue of measuring instruments under compulsory management, and improve the supervision system of commodity quantity and measurement data.
The State Administration of Market Supervision approved Chaowei semiconductor company to acquire the equity of Xilinx company with additional restrictive conditions
The State Administration of market supervision believes that this concentration has or may have the effect of excluding and restricting competition in the global and domestic CPU, GPU accelerator and FPGA markets. During the review, the State Administration of market supervision solicited the opinions of relevant government departments, industry associations, peer competitors and downstream customers to understand the relevant market definition, market participants, market structure, industry characteristics and other information, hired an independent third-party consulting agency to conduct economic analysis on the competition issues of the case, and evaluated the authenticity of the documents and materials submitted by the applicant Completeness and accuracy were reviewed.
Anhui: encourage reducing the down payment ratio of real estate to promote commodity consumption
Guide the real estate, automobile and household appliance sales enterprises to expand the consumption of bulk commodities in the peak consumption season of the Spring Festival by means of exemption of handling fees by stages, gift of deduction vouchers, reduction of the proportion of down payment, subsidy and replacement. We will accelerate the construction of indemnificatory housing, develop the long-term rental housing market, and steadily promote the "same right of rent and purchase". Encourage home decoration enterprises to carry out "Wanjia lights" and other home decoration promotion activities.
Shanghai and Shenzhen stock exchanges issue bond trading rules and guidelines
The bond trading rules issued this time are the basic business rules of the Shanghai stock exchange for bond trading, and have made comprehensive, overall and basic provisions on all links of bond trading. The three supporting applicable guidelines have been refined and standardized from the aspects of bond trading participant management, general pledge repo trading, bond market making and so on.
Ministry of transport: accelerate the compliance of online car hailing and effectively prevent the disorderly expansion of capital
The first plenary meeting of the inter ministerial Joint Conference on Collaborative supervision of new transportation formats was held in Beijing in 2022. The meeting called for accelerating the compliance of online car Hailing. Make overall use of interview exposure, law enforcement punishment, credit supervision and other means to urge all localities and major online car Hailing platform enterprises to formulate compliance work plans, reverse the time and speed up the promotion. Continue to disclose compliance progress and strengthen social supervision. For the major online car Hailing platform enterprises that fail to promote compliance as required, take resolute disposal measures in accordance with the law and regulations, and urge the rectification in place.
State Council: implement the obligation to declare mergers and acquisitions of platform enterprises according to law and prevent "pinch type mergers and acquisitions"
The State Council issued the "14th five year plan" for the modernization of market supervision, which proposed to improve the analytical framework of market definition and market dominance identification related to platform economy. Promote and improve the legal norms in the management of data collection and use of platform enterprises and the protection of consumers' rights and interests. Strengthen the internal ecological governance of the platform, and urge the platform enterprises to standardize the establishment of rules, data processing, algorithm formulation and other behaviors.
Central bank sun Guofeng: improve the formation and transmission mechanism of market-oriented interest rates this year
Sun Guofeng, director of the Monetary Policy Department of the central bank, wrote in China finance that this year we should improve the formation and transmission mechanism of market-oriented interest rates, improve the policy interest rate system with open market operating interest rates as short-term policy interest rates and medium-term lending convenience interest rates as medium-term policy interest rates, and cultivate an interbank benchmark interest rate system represented by the repurchase interest rate of deposit institutions in the interbank market, Dredge the interest rate transmission mechanism.
India launches large-scale tax investigation on Chinese enterprises in India Ministry of Commerce: worried about India's investment environment
Recently, the Indian tax authorities have carried out large-scale inbound tax inspections on Chinese enterprises in India. Gao Feng, a spokesman for the Ministry of Commerce, responded on January 27 that Chinese enterprises' investment and operation in India has created a large number of local employment opportunities and made positive contributions to India's economic development. The summit stressed the hope that India can provide a fair, transparent and non discriminatory business environment for Chinese enterprises in India.
hot sector stocks
Nearly 4400 stocks fell, and the fund giant suddenly made a big shot. This segment showed strong performance, and many stocks were ambushed by main funds
China Securities Co.Ltd(601066) believes that n-type batteries (TOPCON and hjt) will be major variables and opportunities in the photovoltaic sector this year. 2022 will become the first year of new photovoltaic cell technology, which deserves special attention. Wanlian Securities said that under the high growth of photovoltaic demand + technology iteration, n-type battery will accelerate the replacement of p-type. TOPCON and hjt will join hands to enter the mass production stage, and the leading equipment manufacturers with leading technology advantages will benefit first.
Four sectors "sell" to protect the sector! How to operate in the future? The organization shouted "the scenery is long, the vision should be large"
Huaan Securities Co.Ltd(600909) said that bank stocks rebounded significantly and the market opened in the first quarter. Looking forward to 2022, wide credit is the boundary of market consensus. It is difficult to determine the subject and scale of wide credit outside the boundary. However, from the perspective of structure, in the incremental credit structure since 2019, the proportion of individual non housing loans has gradually increased, which is the only reliable logic from top to bottom. Bank Of Ningbo Co.Ltd(002142) , China Merchants Bank Co.Ltd(600036) , Postal Savings Bank Of China Co.Ltd(601658) , Ping An Bank Co.Ltd(000001) are recommended.
Investment strategies of the eight major securities companies: frequent efforts of policies! Risk appetite is not good. What is the hesitation of the stock market?
Haitong Securities Company Limited(600837) said that in the face of heavy setbacks and continuous adjustment, we are not pessimistic about the market. More importantly, under the strong expectation of stable fundamentals and abundant liquidity, the logic of the overall improvement of the market has not changed. It is still the view that there is no need to panic to kill and cut meat. First, patiently wait for the panic on the disk to be completely digested.
selected announcements of listed companies
Fujian Nanping Sun Cable Co.Ltd(002300) : it is proposed to establish a joint venture to speed up the construction of submarine cables
Fujian Nanping Sun Cable Co.Ltd(002300) (002300) announced on January 27 that the company plans to jointly invest with the Three Gorges Group Fujian Energy Investment Co., Ltd., Fujian Zhangfa New Energy Investment Co., Ltd. and Dongshan Development Investment Group Co., Ltd. to establish Taiyang submarine cable (Dongshan) Co., Ltd. The registered capital of the joint venture is 500 million yuan, of which the company subscribed 275 million yuan, accounting for 55% of the registered capital of the joint venture. This cooperation is conducive to filling the gap in the province, building the whole industrial chain of offshore wind power in the province, and meeting the needs of the growing submarine cable market.
Jilin Electric Power Co.Ltd(000875) : Hainan Jineng new energy Co., Ltd.
Jilin Electric Power Co.Ltd(000875) (000875) announced on January 27 that in order to coordinate the development of new energy, comprehensive smart energy, energy storage, hydrogen power station and incremental distribution network in Hainan, the company plans to establish a wholly-owned subsidiary - Hainan Jineng new energy Co., Ltd., with a registered capital of 50 million yuan.
Jiangsu Guotai International Group Co.Ltd(002091) : it is proposed to invest 1.51 billion yuan in the project of lithium ion battery electrolyte with an annual output of 300000 tons
Jiangsu Guotai International Group Co.Ltd(002091) (002091) announced on January 27 that Ruitai new material, the holding subsidiary of the company, plans to set up a wholly-owned subsidiary Quzhou Ruitai new energy materials Co., Ltd. with its own or self raised capital of 500 million yuan to invest in the construction of a 300000 ton lithium-ion battery electrolyte project with a total investment of 1.51 billion yuan and a construction period of 24 months.
Hang Zhou Yitong New Materials Co.Ltd(300930) : it is proposed to invest 768 million yuan to build a key parts project with an annual output of 20000 clean energy equipment
Hang Zhou Yitong New Materials Co.Ltd(300930) (300930) announced on January 27 that the company plans to build a key parts project with an annual output of 20000 clean energy equipment on 165 mu of newly acquired industrial land in HUTANG block, daciyan Town, Jiande City. The total investment of the project is 768 million yuan.
China Mobile: the actual controller recently increased its shareholding of about 1.509 billion yuan
China Mobile (600941) announced on January 27 that during the period from January 21 to January 27, the actual controller of the company, China Mobile Group, has increased its holdings of 26.2082 million a shares, accounting for about 0.123% of the total issued shares of the company, with a cumulative increase of about 1.509 billion yuan, which has exceeded 50% of the lower limit of the amount range of the increase plan.
China Telecom Corporation Limited(601728) : the controlling shareholder plans to increase its holdings by no less than 500 million yuan
China Telecom Corporation Limited(601728) (601728) disclosed the announcement of measures to stabilize the stock price on January 27. The controlling shareholder China Telecom Corporation Limited(601728) group plans to increase its A-share holdings of the company within 12 months from January 28, 2022, with a proposed increase amount of no less than 500 million yuan. There is no price range for this increase, and the source of increase funds is its own funds.
Xiamen Tungsten Co.Ltd(600549) : it is proposed to invest 842 million yuan in the construction of 60 billion meters of tungsten wire production line for photovoltaic
Xiamen Tungsten Co.Ltd(600549) (600549) announced on January 27 that Xiamen Honglu, a subsidiary of the company, plans to invest 842 million yuan to build a 60 billion meter photovoltaic tungsten wire production line project in Xiamen Honglu Tianxiang plant. By further expanding the application of fine tungsten wire in non lighting field, it is conducive to the company to quickly occupy the application market of diamond wire bus for photovoltaic.
Cecep Solar Energy Co.Ltd(000591) : it is proposed to invest 449 million yuan in the construction of Chongyang shaping 98 MW agricultural photovoltaic complementary power generation project
Cecep Solar Energy Co.Ltd(000591) (000591) announced on January 27 that it is planned to invest in the construction of 98 MW agricultural photovoltaic complementary power generation project in shaping, Chongyang, with a total investment of 449 million yuan, with cecep (Chongyang) Cecep Solar Energy Co.Ltd(000591) Technology Co., Ltd., a wholly-owned subsidiary of the company, as the main body.
