Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors’ reference.
A-share year of the ox ended: the Shanghai index fell 8% and the gem index fell nearly 15%
Today (28th) is the last trading day of the A-share lunar year of the ox. the three major stock indexes are divided, and only the gem index rose 0.07%. In the year of the ox, the Shanghai index fell 8.03%, the Shenzhen composite index fell 16.50% and the gem index fell 14.79%. Today (January 28) is also the end of A-Shares in January 2022. This month, the Shanghai index fell 7.65% and the gem index fell 12.45%.
The year of the ox is over! More than 3000 stocks rose! Expert: the market after the festival is worth looking forward to
Today, the Shanghai and Shenzhen stock markets fluctuated and adjusted. As of the close, the Shanghai index fell 0.97%, the Shenzhen Component Index fell 0.53% and the gem index rose 0.08%. Plate, tourism, education, pork and other sectors are among the top gainers, and coal, small metals and Baijiu are among the top ones. The turnover of the two cities was 820 billion yuan. From the perspective of individual stocks, more than 3300 stocks in the two cities rose, and there are also hot spots on the disk, indicating that the mood of short-term funds is gradually warming.
Weak index, strong stocks! Gem refers to the aggregation and profit-making effect of small cap stocks at 2900 points
Today, the disk was relatively clear, the concept of digital economy was collectively repaired, the tourism sector strengthened all day, and the new energy track stocks bottomed out. The high-level stock Beijing Cuiwei Tower Co.Ltd(603123) reversed the daily limit, becoming the only high-level stock that did not make up the decline and reversed the daily limit recently, which stimulated the concept of capital return to the digital economy. As of the closing, concepts such as digital currency, big data, network security and data center rose by more than 1%.
Dragon and tiger list: 335 million rush to raise Ningbo Orient Wires & Cables Co.Ltd(603606) foreign capital net bought 3 shares, and institutions net bought 13 shares
On January 28, Ningbo Orient Wires & Cables Co.Ltd(603606) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 335 million yuan in the three days. Data show that the stock rose 9.2% during the day and 21.39% in the past three days. A total of 22 stocks were involved in the institutional participation in the dragon and tiger list, of which 13 were net bought by the institution, Ningbo Orient Wires & Cables Co.Ltd(603606) was the most bought, with a net purchase of 446 million yuan in three days. In addition, 9 shares were sold by institutions, and Lianchuang Electronic Technology Co.Ltd(002036) was sold the most, amounting to 41.1252 million yuan.
Resumption of 65 trading stocks: Andon Health Co.Ltd(002432) , Beijing Cuiwei Tower Co.Ltd(603123) , Kingland Technology Co.Ltd(000711) closure of the digital economy trading tide
Today (January 28), the year of the A-share bull ended, and the performance of the three indexes was differentiated. The turnover of the two markets was 818.9 billion, a decrease of 4 billion compared with the previous trading day. As of the close, the Shanghai index fell 0.97%, the Shenzhen composite index fell 0.53% and the gem index rose 0.07%. On the disk, tourism, education, pork, three tiers and other sectors are among the top gainers, and coal, small metals, COVID-19 treatment and Baijiu are among the top ones.
More than 3200 stocks in the two cities rose to a record high, including Shenzhen Hopewind Electric Co.Ltd(603063) at the end of the year of the ox
On January 28, the Shanghai stock index closed at 3361.44 points, down 0.97%; Shenzhen composite index closed at 13328.06 points, down 0.53%; The gem index closed at 2908.94 points, up 0.08%. According to the data of China stock market news choice, the intraday share price of one stock hit an all-time high today, including Shenzhen Hopewind Electric Co.Ltd(603063) . Data show that today, the intraday share prices of 84 stocks hit a record low, including Tianneng Battery Group Co.Ltd(688819) .
blockbuster news
Li Keqiang inspected Jinchuan Group: we should strive to stabilize production and make more contributions to the stable supply and price of bulk commodities
On the eve of the Spring Festival, Li Keqiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, inspected Jinchang and Wuwei, Gansu Province. In Jinchuan Group, Li Keqiang expressed condolences to the on-the-job workers and inspected the new products of the enterprise. He said that as a leading non-ferrous metal enterprise, you should strive to stabilize production and make more contributions to the stable supply and price of bulk commodities. Make good use of national tax incentives and other policies, increase R & D investment and develop more competitive products.
CSRC: formulate measures for the registration and administration of initial public offerings this year
The CSRC recently formulated the legislative work plan for 2022 and made an overall deployment for the legislative work of the whole year. First, implement the decision and deployment of the central economic work conference on the full implementation of the stock issuance registration system, and formulate regulations such as the administrative measures for the registration of initial public offerings and the administrative measures for the registration of securities issuance of listed companies. Second, standardize the behavior of market subjects and maintain the steady and healthy development of the capital market.
Two departments: explore green power trading and encourage distributed photovoltaic and other entities to trade directly with surrounding users
The national development and Reform Commission and the Energy Administration issued guidance on accelerating the construction of a national unified power market system and explored green power trading. Innovate the system and mechanism, carry out the pilot of green power trading, find the environmental value of green power in a market-oriented way, and reflect the priority of green power in trading organization and power grid dispatching. Guide users in need to purchase green power directly, and promote power grid enterprises to give priority to the direct transaction results of green power. Do a good job in the effective connection between green power trading, green card trading and carbon emission trading.
In 2021, the stamp duty income from securities transactions was 247.8 billion, with a year-on-year increase of 39.7%
In 2021, the national general public budget revenue was 20253.9 billion yuan, a year-on-year increase of 10.7%. Among them, the central general public budget revenue was 9146.2 billion yuan, a year-on-year increase of 10.5%; Local general public budget revenue at this level was 11107.7 billion yuan, an increase of 10.9% year-on-year. The national tax revenue was 17273.1 billion yuan, a year-on-year increase of 11.9%; Non tax revenue was 2980.8 billion yuan, a year-on-year increase of 4.2%.
National Development and Reform Commission: will take effective measures to strengthen iron ore price regulation and supervision
Recently, the market price of iron ore has risen sharply, during which there have been many abnormal fluctuations. The national development and Reform Commission attaches great importance to the changes in the market price of iron ore, and will conduct in-depth investigation with relevant departments, strengthen supervision, severely crack down on illegal acts such as spreading false information, bid up prices and malicious speculation, and study and further take effective measures to effectively ensure the stable operation of the market price of iron ore.
The CSRC issued the guidance on improving the quality of information disclosure of prospectus under the registration system
The CSRC has issued the guiding opinions on improving the quality of information disclosure of prospectus under the registration system, which shall come into force as of the date of promulgation. Improving the quality of prospectus information disclosure is a long-term and systematic work, which requires the joint efforts of relevant parties. In the next step, the CSRC will earnestly implement the concepts and principles established in the guidance, modify and improve the system rules, promote the continuous improvement of the quality of information disclosure in the prospectus, and lay a good foundation for the full implementation of the stock issuance registration system.
Chinese airlines are about to resume levying fuel surcharges on Chinese routes
According to qunar, we have received a notice from some Air China companies to resume the collection of fuel surcharges for passenger transportation on Chinese routes from February 5, 2022 (ticket issuing date).
According to the notice received by qunar, the standard for levying fuel surcharge on Chinese routes this time is: 10 yuan for routes less than 800 kilometers (inclusive) and 20 yuan for routes more than 800 kilometers (inclusive). Taking the Beijing Shanghai route as an example, the flight distance from Beijing Capital International Airport to Shanghai Hongqiao International Airport is 1178 kilometers. According to the rules, a fuel surcharge of 20 yuan will be charged for one-way tickets.
This year, the first batch of total control indicators for rare earth mining, smelting and separation were issued
The Ministry of industry and information technology and the Ministry of natural resources issued a notice: the total control indicators of the first batch of rare earth mining, smelting and separation in 2022 are 100800 tons and 97200 tons respectively. All rare earth groups should strictly abide by relevant laws and regulations on environmental protection, resource development and safety production, organize production according to indicators, and constantly improve the technical process level, cleaner production level and raw material conversion rate; It is strictly prohibited to purchase and process illegal rare earth mineral products and carry out agent processing (including entrusted processing) of rare earth products.
The State Council issued the metrology development plan (2021-2035)
The State Council issued the metrology development plan (2021-2035). The plan defines four key tasks. First, strengthen basic research on measurement and promote innovation driven development. Strengthen the research on basic and cutting-edge technologies of measurement, digital transformation of measurement, new value transmission and traceability technologies, and key common measurement technologies, so as to build a good ecosystem of scientific and technological innovation in measurement. Second, strengthen measurement application and serve the development of key areas. Support advanced manufacturing and quality improvement, serve the development of high-end instruments and precision manufacturing, and improve the measurement support capacity in aviation, aerospace and marine fields.
Two ministries and commissions issued documents: accelerating the construction of a national unified power market system
Since the CPC Central Committee and the State Council have deployed and implemented a new round of power system reform, the construction of China’s power market has been steadily and orderly, the pattern of diversified competitors has initially taken shape, the role of the market in the optimal allocation of resources has been significantly enhanced, and the proportion of market-oriented trading electricity has increased significantly. At the same time, there are still some problems in the power market, such as incomplete system, imperfect functions, inconsistent transaction rules, market barriers in cross provincial and cross regional transactions and so on.
hot sector stocks
A-share New Year’s Eve dinner has a new “eating method”! Do you have rice, meat or prefabricated dishes?
Sealand Securities Co.Ltd(000750) mentioned that the current pig price is in the second bottom of the w bottom, and the downward space of pig price is very limited. It is expected to usher in a cycle inflection point in the second half of 2022. At present, the valuation of the sector, especially the leader, is still at the bottom. With the continuous deregulation of production capacity, it is expected to usher in a cycle inflection point in the second half of 2022. At present, the valuation of the sector, especially the leader, is still at the bottom, which has a certain margin of safety. It can be properly arranged to give a “recommended” rating to the pig breeding industry.
How to get to the A shares after the festival? Look for the layout opportunity of a new round of boom track!
Haitong Securities Company Limited(600837) said that the recent decline of A-Shares released some risks in advance. After adjustment, we should be more optimistic about the post holiday market. Because looking back at each decline in the market, it not only brings pressure, but also provides a good opportunity for us to layout high-quality tracks. When others panic, we should calm down, seize every callback opportunity, not be dragged and disturbed by short-term emotions, and actively look for the layout opportunities of a new round of prosperous tracks.
Shanghai Aiyingshi Co.Ltd(603214) soar the limit! The trend of infant child concept is active, and public private placement aims at the opportunity to fall out
Wanlian Securities pointed out that since the implementation of the three child policy, governments across the country have issued a number of birth incentives. It is expected that in the future, with the implementation of more relevant supporting measures and policies, the birth rate is expected to boost. It is suggested to pay attention to the investment opportunities of mother and child tracks in advance.
A shares “celebrate the new year” in advance! “Eat, drink and have fun” market is on fire, and the holiday effect has become an exciting point in the market?
Orient Securities Company Limited(600958) pointed out that for the hotel industry, we continue to be optimistic about the optimization of supply pattern and leading growth. Since this year, although several rounds of epidemics have led to the recovery rhythm of the industry lower than expected, the leading enterprises continue to open stores rapidly, the single hotels continue to be cleared, and the logic of supply pattern optimization continues to be verified. Looking forward to 2022, China’s hotel chain rate and industry concentration still have great room for improvement compared with developed countries. We continue to be optimistic about the growth brought by the opening of leading stores against the trend and the upgrading of medium and high-end. The improvement of the epidemic in Europe is also expected to reduce the drag of overseas business on performance.
Theme strategy of eight securities companies: the countdown to the Spring Festival, A-Shares are “served” in advance! Sorting out the list of prefabricated vegetable industry chain
Guosen Securities Co.Ltd(002736) said that prefabricated dishes are booming, and the advent of the Spring Festival has brought about a rise in investment sentiment. The related targets of “prefabricated dishes” in A-Shares are mainly Tongqinglou Catering Co.Ltd(605108) , Guangzhou Restaurant Group Company Limited(603043) , and also involve Xi’An Catering Co.Ltd(000721) , Jinling Hotel Corporation Ltd(601007) , Huatian Hotel Group Co.Ltd(000428) , China Quanjude(Group) Co.Ltd(002186) . The main targets of Hong Kong stocks are Haidilao (dominated by Shuhai layout) / Yihai international, yum China-s, Xiabu, Xiabu, etc, The finished dishes of jiumaojiu C-end customers are relatively few.
selected announcements of listed companies
Jiangsu Nhwa Pharmaceutical Co.Ltd(002262) : the subsidiary has obtained the qualification of New Coronavirus nucleic acid testing service
Jiangsu Nhwa Pharmaceutical Co.Ltd(002262) (002262) announced in January 28th that the Shanghai en Yuan medical laboratory laboratory, a wholly owned subsidiary of the company’s controlling subsidiary, Shanghai en yuan, had previously applied to the Shanghai municipal health and Health Committee to apply for “New Coronavirus nucleic acid detection” and other testing qualification records.
Juewei Food Co.Ltd(603517) : the joint-stock company and fulaomian plan to implement overseas listing
Juewei Food Co.Ltd(603517) (603517) announced on January 28 that Jiangsu Hefu Catering Management Co., Ltd. (hereinafter referred to as “Hefu Laomian”), a wholly-owned subsidiary of Shenzhen NetGroup, plans to implement the overseas listing plan, and signed the restructuring framework agreement of Jiangsu Hefu Catering Management Co., Ltd. with relevant shareholders of Hefu Laomian on January 27.
Shenzhen Invt Electric Co.Ltd(002334) : the application for listing on the semiconductor gem of the joint-stock company Byd Company Limited(002594) was approved
Shenzhen Invt Electric Co.Ltd(002334) (002334) announced on January 28 that the application for initial public offering of shares of the joint-stock company Byd Company Limited(002594) Semiconductor Co., Ltd. was examined and approved by the GEM Listing Committee of Shenzhen Stock Exchange. As of the announcement date, Shenzhen yingchuangying Investment Co., Ltd., a wholly-owned subsidiary of the company, held 661800 shares of Byd Company Limited(002594) semiconductor, accounting for 0.15% of the total share capital of Byd Company Limited(002594) semiconductor before issuance.
Wuliangye Yibin Co.Ltd(000858) : the total investment of the proposed expansion and reconstruction of the koji making workshop is estimated to be 2.75 billion yuan
Wuliangye Yibin Co.Ltd(000858) (000858) announced on January 28 that according to the company’s “14th five year plan” strategic development plan, the company will add raw wine production capacity. In order to meet the demand for production capacity growth, the company will expand and transform the koji making workshop, mainly including koji making workshop and relevant supporting facilities, which will be constructed in two phases. The total investment of the project is estimated to be 2.75 billion yuan.
Shuangliang Eco-Energy Systems Co.Ltd(600481) : it is proposed to invest 6.2 billion yuan in phase II 20GW monocrystalline silicon wafer project
Shuangliang Eco-Energy Systems Co.Ltd(600481) (600481) announced on January 28 that the company plans to sign the Shuangliang Eco-Energy Systems Co.Ltd(600481) Baotou 40gw monocrystalline silicon phase II project (20GW) cooperation agreement with Baotou rare earth high tech Zone to start the investment and construction planning of phase II project (20GW), with a total investment of 6.2 billion yuan. The construction period of phase II project is two years, and the investment and operation subject is still the local project company Shuangliang silicon materials (Baotou) Co., Ltd.
Shenzhen Fluence Technology Plc(300647) : it is proposed to invest 5 billion yuan to build a production base of key cathode materials for lithium batteries
Shenzhen Fluence Technology Plc(300647) (300647) announced on January 28 that the company and its holding subsidiary Gejiu shengbihe planned to sign the investment agreement for the construction project of lithium battery cathode key material production base with the people’s Government of Honghe Prefecture, and planned to invest in the construction of “lithium battery cathode key material production base” in Mengzi economic and Technological Development Zone.
The total investment of the project is 5 billion yuan, including 3.5 billion yuan in fixed assets.
National Silicon Industry Group Co.Ltd(688126) : the subsidiary plans to invest 3.457 billion yuan in the R & D supporting project of integrated circuit silicon material engineering
National Silicon Industry Group Co.Ltd(688126) (688126) announced on January 28 that its subsidiary, Shanghai Xinsheng, plans to build a “supporting R & D project of integrated circuit silicon material engineering” in the Lingang New film area of China (Shanghai) free trade pilot zone, with a total planned investment of about 3.457 billion yuan. In addition, Shanghai Xinsheng plans to sign long-term supply agreements with customers Changjiang Storage Technology Co., Ltd. and Wuhan Xinxin integrated circuit manufacturing Co., Ltd. respectively. The total amount is expected to be more than 30 million yuan, and the target is 300mm silicon chip products for integrated circuits.
Risen Energy Co.Ltd(300118) : it is proposed to raise no more than 5 billion yuan for projects such as ultra-low-carbon and high-efficiency heterojunction batteries
Risen Energy Co.Ltd(300118) (300118) announced on January 28 that the company plans to issue shares to specific objects to raise a total amount of no more than 5 billion yuan, which is intended to be used for 5GW n-type ultra-low-carbon high-efficiency heterojunction cell and 10GW high-efficiency Cecep Solar Energy Co.Ltd(000591) module projects, global high-efficiency photovoltaic R & D center projects and supplementary working capital. The issuing object includes Lin Haifeng, the actual controller of the company.
Hunan Huakai Cultural And Creative Co.Ltd(300592) : it is proposed to repurchase shares with 50 million yuan to 100 million yuan
Hunan Huakai Cultural And Creative Co.Ltd(300592) (300592) announced on January 28 that the company plans to repurchase some social public shares of the company in the form of centralized bidding transaction for equity incentive or employee stock ownership plan. The price range of the shares to be repurchased shall not exceed 23 yuan / share, and the total repurchase funds shall not be less than 50 million yuan and not more than 100 million yuan.
Orient Group Incorporation(600811) : it is proposed to repurchase shares with 400 million yuan to 600 million yuan
Orient Group Incorporation(600811) (600811) announced on January 28 that the company plans to repurchase the RMB common shares (A shares) issued by the company in the form of centralized bidding transaction with a repurchase price of no more than 4.5 yuan / share, and the repurchased shares will be used for cancellation according to law to reduce the registered capital.
Zhejiang Huayou Cobalt Co.Ltd(603799) : the joint venture plans to invest US $2.08 billion in the construction of laterite nickel ore hydrometallurgy project
Zhejiang Huayou Cobalt Co.Ltd(603799) (603799) announced on January 28 that the wholly-owned subsidiary Huayou international cobalt industry and other joint ventures jointly invested in the joint venture Huafei company. The joint venture built a laterite nickel ore hydrometallurgy project in weda Bay Industrial Park, Indonesia, with a total investment of about US $2.08 billion, The production scale of the project is products with an annual output of about 120000 tons of nickel metal and about 15000 tons of cobalt metal.
Shenzhen Energy Group Co.Ltd(000027) : the subsidiary plans to invest 6.071 billion yuan in the construction of Guangming power base project
Shenzhen Energy Group Co.Ltd(000027) (000027) announced on January 28 that Guangming power company, a wholly-owned subsidiary of the company, plans to invest in the construction of Shenzhen Energy Group Co.Ltd(000027) Guangming power base project. In this phase, the project plans to build three H-class gas steam combined cycle generator units with a total capacity of no more than 2 million kW. The total investment of Guangming project is planned to be 6.071 billion yuan. The company plans to increase capital by 1.187 billion yuan to Guangming power company.
Walvax Biotechnology Co.Ltd(300142) : 13 valent pneumococcal polysaccharide conjugate vaccine has been approved for marketing in Morocco
Walvax Biotechnology Co.Ltd(300142) (300142) announced on January 28 that Yuxi Watson, the holding subsidiary of the company, recently received the marketing license of 13 valent pneumococcal polysaccharide conjugate vaccine issued by the Ministry of health and social security of Morocco, marking that Yuxi Watson 13 valent pneumonia conjugate vaccine has been registered in Morocco and can be officially exported to Morocco.
