Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors' reference.
The trend of the three major A-share indexes is divided: the gem index fell by more than 2%, and more than 3600 stocks rose
The trend of the three major A-share indexes was divided today, and the Shanghai index closed up 0.67% to close at 3452.63 points; The Shenzhen Component Index fell 0.98% to close at 13325.41 points; The gem index fell 2.45% to close at 2846.48. The market turnover reached 878.8 billion yuan, and the number of rising stocks exceeded 3600. Most industry sectors closed higher, led by the coal industry, tourism hotels and decoration industry.
Severe differentiation of size index! Low undervalued sector favored growth track heavyweights fell
In the morning, the major indexes once fell sharply, and the gem index fell by more than 4%. In the afternoon, the market rebounded. The abnormal rise of financial stocks such as securities companies drove the Shanghai stock index to turn red. Then the large infrastructure sector strengthened again, and the sector lifted the limit tide, driving the index to rebound further. In terms of decline, track stocks such as lithium chip cro fell sharply in the morning, and the decline of various sectors narrowed in the afternoon. Finally, Contemporary Amperex Technology Co.Limited(300750) still fell by more than 6%, and Wuxi Apptec Co.Ltd(603259) was close to the limit.
Ningwang once fell more than 9%! Lithium optical core track continues to weaken, capital style switching acceleration mechanism: pay attention to the undervalued repair market
Today (February 8), the three indexes collectively opened low, and the gem index once fell by more than 4%. In the afternoon, with the strengthening of large infrastructure and large finance, the Shanghai index gradually rebounded and turned red, and the decline of the gem index also narrowed. In today's sector decline list, the previous popular track sectors gathered together, and cro concept, semiconductor and lithium battery all led the decline. The cro concept sector index once fell by more than 3%, and the semiconductor and lithium battery sector index once fell by more than 2%. Among them, the intraday sharp decline of heavyweight Contemporary Amperex Technology Co.Limited(300750) once put great pressure on the lithium battery sector and gem index.
Dragon and tiger list: 247 million rush to raise Andon Health Co.Ltd(002432) foreign capital net buy 7 shares, institutions net buy 18 shares
The net inflow was more than 43002 million yuan, accounting for more than 43002} months. Data show that the stock closed within the daily limit, with a turnover rate of 18.39% throughout the day. GF Shanghai Dongfang Road, which ranks first in net capital inflow, bought 114 million yuan. A total of 32 stocks were involved in the institutional participation in the dragon and tiger list, of which 18 were net bought by the institution, and anxiu biology was the most bought, with 78.4949 million yuan. In addition, 14 shares were sold by institutions, and Starpower Semiconductor Ltd(603290) was sold the most, amounting to 113 million yuan.
Resumption of 99 trading limit shares: Andon Health Co.Ltd(002432) reverse package Beijing Cuiwei Tower Co.Ltd(603123) , Hengbao Co.Ltd(002104) 3 board Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) broken board
Today (February 8), the three major indexes were divided. The Shanghai index closed positive and the gem index fell by more than 2%. The turnover of the two cities was 878.8 billion, 55.7 billion compared with the previous trading day. On the disk, tourism, coal, education, insurance, prefabricated construction and other sectors led the increase, while cro, semiconductor, lithium battery, power equipment and other sectors led the decline. A total of 99 shares rose today, down 13 shares from the 112 trading limit of the previous trading day.
The V-shaped rebound of the Shanghai stock index in the afternoon rose by 0.67% Beijing Cuiwei Tower Co.Ltd(603123) and other stocks hit a record high
On February 8, the Shanghai stock index closed at 3452.63 points, up 0.67%; Shenzhen composite index closed at 13325.41 points, down 0.98%; The gem index closed at 2846.48 points, down 2.45%. According to the data of China stock market news choice, the intraday share price of one stock hit an all-time high today, including Beijing Cuiwei Tower Co.Ltd(603123) . According to the data of China stock market news choice, the intraday share prices of 24 stocks hit a record low today, including Quantumctek Co.Ltd(688027) .
blockbuster news
Close to regulators: rumors about the entry of relevant funds of the Chinese government into the market are not true
This afternoon, foreign media reported that the relevant funds of the Chinese government entered the market. According to people close to the regulatory authorities, the news is not true.
The United States included 33 Chinese entities in the "unverified list" of export control, and the Ministry of Commerce responded
China firmly opposes the inclusion of Chinese entities in the "unauthenticated list" on the grounds that "their integrity cannot be verified due to the unsatisfactory completion of end-user visits". In recent years, the United States has used export control as a tool for political repression and economic bullying, and has constantly taken unilateral measures to suppress and contain enterprises, institutions and individuals of other countries, creating difficulties and obstacles to normal economic and trade cooperation between Chinese and American enterprises, seriously undermining the international economic and trade order and free trade rules, and posing a serious threat to the global industrial chain supply chain, which is not conducive to China, Not good for the United States, not good for the whole world.
Central bank and other four departments: steadily promote the development of legal digital currency standard
The people's Bank of China, the State Administration of market supervision, the China Banking and Insurance Regulatory Commission and the China Securities Regulatory Commission issued the 14th five year plan for the development of financial standardization. It is mentioned that we should steadily promote the development of legal digital currency standards. Comprehensively consider the security and credibility infrastructure, issuance system and storage system, registration center, payment transaction communication module, terminal application, etc., and explore the establishment and improvement of legal digital currency infrastructure standards. Research and formulate the information security standards of legal digital currency to ensure the storability, unforgeability, non repeatable transaction and non repudiation in the process of circulation.
This year, the dividing line of individual housing property tax rate in Shanghai was updated: 81948 yuan / m2
In 2022, whether the real estate tax rate in Shanghai will be levied at 0.4% or 0.6% will be divided by 81948 yuan per square meter of taxable housing. In 2022, the real estate tax rate of newly purchased houses in Shanghai will be temporarily reduced to 0.4% on the condition that the market transaction price per square meter is less than or equal to 81948 yuan, and the market transaction price per square meter is greater than 81948 yuan. The applicable tax rate is tentatively set at 0.6%. Compared with the market transaction price of 73482 yuan per square meter in 2021, it increased by 11.52%.
Zheng Shangsuo: the margin of 2205 contract of thermal coal futures is adjusted to 50%
According to Article 10 of the measures for the management of futures trading risk control of Zhengzhou Commodity Exchange, it is decided that the trading margin standard of power coal futures 2205 contract will be adjusted to 50% from the settlement on February 11, 2022.
The real estate industry is good! Two ministries and commissions: such loans are not included in the concentration management of real estate loans
According to the news on the website of the people's Bank of China on February 8, the people's Bank of China and the China Banking and Insurance Regulatory Commission issued the notice on excluding the loans related to affordable rental housing from the concentration management of real estate loans, which made it clear that the loans related to affordable rental housing projects were not included in the concentration management of real estate loans, and encouraged banking financial institutions to follow the principles of compliance according to law, controllable risk and commercial sustainability, Increase support for the development of affordable rental housing.
The State Council agreed to set up comprehensive pilot zones for cross-border e-commerce in 27 cities and regions including Inner Mongolia Eerduosi Resources Co.Ltd(600295)
Relevant departments under the State Council shall, in accordance with the division of functions, strengthen the coordination, guidance and policy support for the Comprehensive Experimental Zone, and give full play to the demonstration and leading role of the comprehensive experimental zone. In accordance with the principle of encouraging innovation, adhere to the problem orientation, strengthen coordination and cooperation, strive to explore innovation in the technical standards, business processes, supervision mode and information construction of cross-border e-commerce enterprise to enterprise (B2B) mode, study and issue more support measures, so as to create a good environment for the development of the comprehensive pilot zone, Better promote and standardize the development and growth of cross-border e-commerce industry.
Four departments: steadily promote the construction of financial science and technology standards, and prevent illegal financial business in the name of science and technology
The central bank and other four departments issued the 14th five year development plan for financial standardization. It is mentioned that we should steadily promote the construction of financial technology standards. Strengthen the development and effective application of cloud computing, blockchain, big data, artificial intelligence, biometrics, Internet of things and other standards, and lead the standardized and healthy development of financial technology. Adhere to the strict separation between financial business and non-financial business, clarify the boundary between scientific and technological services and financial business, and prevent illegal financial business in the name of science and technology.
Director of the financial stability bureau of the central bank: financial institutions with business development licenses in a certain region cannot develop business in the country
Sun Tianqi, director of the financial stability bureau of the people's Bank of China, wrote that financial licenses have national boundaries. Expanding the opening-up of the financial industry is an inevitable requirement for building a new development pattern, but overseas institutions must abide by domestic regulatory rules when conducting business in China. For financial businesses that have been opened to the outside world, overseas institutions must operate legally and in compliance with relevant domestic licenses. Financial businesses prohibited in China and those not opened to the outside world shall not be operated in China by overseas institutions. It is illegal for an overseas institution to engage in prohibited financial businesses that are not open to the outside world or to carry out business in China only with an overseas license.
hot sector stocks
Bank stock protection! V-reverse! Four trillion banks rose for two days in a row! Agency: still underestimate!
Everbright Securities Company Limited(601788) Wang Yifeng, chief analyst of the financial industry, believes that the large-scale net breaking of bank stocks is mainly due to the uncertainty of asset quality on the asset side and the downward pressure of the economy. The high leverage ratio of banks makes it difficult to evaluate the equity. From the perspective of capital, bank shares have a high degree of homogenization, limited market funds and large contradiction between supply and demand. In overseas markets, it is also common for bank stocks to break the net.
"Flag bearer" to protect the sector, "coal super crazy" to force! A number of neglected low-cost stocks staged a trading tide
Xiangcai Securities pointed out that in terms of policy, it is expected that this year's "steady growth" policy is expected to continue to work, and the liquidity environment is stable and loose, supporting market transactions. The full implementation of the stock issuance and registration system has been steadily promoted, the capital market has continued to expand, and the prosperity of the industry has improved. In terms of valuation, the current valuation of Pb in the securities industry is 1.7x, which is in the 40% quantile of Pb in recent 10 years. The sector still has valuation repair space. It is suggested to pay attention to the investment opportunities of head securities companies under the transformation of wealth management.
Yesterday's Carnival, today's ebb tide! Maogu staged "group extinction"? Coal, infrastructure and other sectors have risen
Kaiyuan Securities pointed out that in the medium and long term, the space for new production capacity is limited, the nuclear growth potential of stock production capacity has been fully tapped, and the coal supply is expected to peak ahead of demand to support the operation of high coal prices. Coal enterprises may usher in an era of sustained high profitability. We expect the performance of coal enterprises to return to a benign and stable release and is expected to catalyze the repair of valuation. At the same time, we recommend power investment energy, Yankuang energy and Gansu Jingyuan Coal Industry And Electricity Power Co.Ltd(000552) as the targets of new energy transformation, and are optimistic about the transformation and growth potential of coal enterprises under the support of high performance.
Theme strategies of eight securities companies: has the year of tourism recovery come? Two dimensions are used to configure the potential leader of the subdivision track
Dongguan Securities said that the proportion of short distance travel in the spring festival tourism market was further increased, the passenger flow of Spring Festival transportation increased significantly, and the impact of the epidemic was gradually reduced. Guided by the 14th five year plan, 2022 is expected to be the year of tourism recovery. It is suggested to pay careful attention to the leading outbound tourists Caissa Tosun Development Co.Ltd(000796) , Utour Group Co.Ltd(002707) benefiting from the recovery of inbound and outbound tourism; Recommended franchisees account for a relatively high proportion of chain hotel leaders Shanghai Jin Jiang International Hotels Co.Ltd(600754) , Btg Hotels (Group) Co.Ltd(600258) with stable performance, and artificial scenic spot leaders Songcheng Performance Development Co.Ltd(300144) with large performance flexibility. They are expected to benefit from Changbai Mountain Tourism Co.Ltd(603099) of the Winter Olympic effect in the short term.
selected announcements of listed companies
Anhui Zhongding Sealing Parts Co.Ltd(000887) : obtain the fixed point book of air suspension system product project
Anhui Zhongding Sealing Parts Co.Ltd(000887) (000887) it was announced on February 8 that Anhui anmeike, a Chinese subsidiary of AMK, a subsidiary of the company, recently received a customer notice that the company has become a batch supplier of air supply unit assembly products of air suspension system of a new platform project of a new energy brand main engine factory in China. The life cycle of the project is 4 years, and the total amount of the life cycle is about 100 million yuan.
Anshan Hifichem Co.Ltd(300758) : it is proposed to invest 5-6 billion yuan in the construction of high-end new chemical materials and monomer projects
Anshan Hifichem Co.Ltd(300758) (300758) announced on February 8 that the company signed the contract for the entry of Anshan Hifichem Co.Ltd(300758) investment project with the people's Government of Yutai County on that day. Relying on Shandong gengcai New Material Technology Co., Ltd. and Anshan Hifichem Co.Ltd(300758) holding company Jining Jintai Lihua Chemical Industry Technology Co., Ltd., which are newly registered in Yutai Park, the company is expected to invest 5-6 billion yuan, Covering an area of about 800-1000 mu, the project is constructed in three phases. The completion time of all construction is 8-10 years. The main products include intermediates and monomers of materials, special nylon, special polyurethane and other new materials and high-end fine chemicals. The planned output of the product is 524000 tons / year, and the sales revenue is 20 billion yuan / year.
Shenzhen Fastprint Circuit Tech Co.Ltd(002436) : it is proposed to invest 6 billion in the construction of FCBGA packaging substrate production and R & D base project
Shenzhen Fastprint Circuit Tech Co.Ltd(002436) (002436) announced on February 8 that the company plans to invest about 6 billion yuan to establish a wholly-owned subsidiary in Zhongxin Guangzhou Knowledge City to build a FCBGA packaging substrate production and R & D base project, and build an FCBGA packaging substrate intelligent chemical plant with a monthly capacity of 20 million in two phases to solve the problems of neck technology and products for chip localization.
China Jushi Co.Ltd(600176) : the subsidiary plans to invest 1.798 billion yuan in the construction project of 150000 tons of glass fiber chopped precursor production line
China Jushi Co.Ltd(600176) (600176) announced on February 8 that Jushi Chengdu, a wholly-owned subsidiary of the company, plans to invest 1.798 billion yuan in the construction of a production line with an annual output of 150000 tons of glass fiber chopped precursor. After the completion of the project, it is expected to realize an annual sales revenue of 900 million yuan and a total annual average profit of 383 million yuan. In addition, due to the continuous impact of the global epidemic and the covid-19 epidemic in India, the company terminated the construction project of 100000 t / a alkali free glass fiber tank furnace wire drawing production line in India and changed to a new 120000 T / a glass fiber tank furnace wire drawing production line construction project in Egypt.
Jinyuan Ep Co.Ltd(000546) : reached strategic cooperation with Shanda Qili in the field of waste lithium battery recycling
Jinyuan Ep Co.Ltd(000546) (000546) announced on February 8 that the company and Shanda Qili signed the strategic cooperation agreement. The signing of this framework agreement aims to give full play to the advantages of both parties in resources, capital, technology and market, establish strategic and friendly cooperative relations, expand the recycling network of waste lithium batteries in urban areas, carry out cooperation in the recycling, echelon utilization and recycling of waste lithium batteries, and promote the development of the recycling industry of waste lithium batteries.
Suzhou Jinhong Gas Co.Ltd(688106) : sign a 1 billion yuan electronic bulk gas supply station construction and gas supply contract
Suzhou Jinhong Gas Co.Ltd(688106) (688106) announced on February 8 that the company signed the "electronic bulk gas supply station construction and gas supply contract" with Guangdong core YUENENG Semiconductor Co., Ltd. on that day. According to the calculation of the contract, the contract amount is about 1 billion yuan, and the contract performance period is from the effective date of the contract to September 30, 2042. According to the relevant provisions of the contract, the company needs to construct the electronic bulk gas supply station and supporting implementation, and is expected to officially supply gas on August 1, 2022.
Jingjin equipment: the upper limit of share repurchase price is adjusted from no more than 30.31 yuan / share to no more than 50 yuan / share
Jingjin equipment (603279) announced on February 8 that in view of the recent impact of capital market conditions and changes in the company's share price, the company's share price has exceeded the maximum repurchase price of 30.31 yuan / share proposed in the repurchase plan. Based on the firm confidence in the sustainable development of the company's business, and in order to ensure the smooth implementation of the share repurchase, the company plans to adjust the upper limit of the share repurchase price from no more than 30.31 yuan / share to no more than 50.00 yuan / share.
Ping An Insurance (Group) Company Of China Ltd(601318) : it has spent 3.899 billion yuan to repurchase 77.7651 million A-Shares
Ping An Insurance (Group) Company Of China Ltd(601318) (601318) announced on February 8 that as of January 31, 2022, 77765100 A shares had been repurchased, accounting for 0.42541% of the total share capital of the company. The total amount of funds paid was 3.899 billion yuan (excluding transaction costs), the minimum transaction price was 48.18 yuan / share and the maximum transaction price was 51.96 yuan / share.
Guangdong Jiayuan Technology Co.Ltd(688388) : it is proposed to establish a joint venture with Contemporary Amperex Technology Co.Limited(300750) to invest in the construction of high-performance electrolytic copper foil project
Guangdong Jiayuan Technology Co.Ltd(688388) (688388) announced on February 8 that the company plans to jointly invest with Contemporary Amperex Technology Co.Limited(300750) to establish Guangdong Jiayuan Times New Energy Materials Co., Ltd. in Meixian District, Meizhou City, with a registered capital of 500 million yuan. The company plans to use its own funds to make a monetary contribution of 400 million yuan, accounting for 80% of the registered capital of Jiayuan times; Contemporary Amperex Technology Co.Limited(300750) plans to invest 100 million yuan, accounting for 20% of the registered capital of Jiayuan era. The joint venture is jointly established to plan and build a high-performance electrolytic copper foil project with an annual output of 100000 tons. The investment amount of the project construction is large, and the rest of the required funds will be supplemented by the self owned or self raised funds of both parties of the joint venture.
Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) : it is proposed to raise no more than 4.6 billion yuan for the construction project of battery grade lithium hydroxide
Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) (300390) announced on February 8 that the company plans to issue shares to specific objects to raise a total amount of no more than 4.6 billion yuan for the 60000 ton battery grade lithium hydroxide construction project of Sichuan Tianhua times lithium energy Co., Ltd., the 25000 ton battery grade lithium hydroxide project of Yibin Weineng lithium industry science and Innovation Co., Ltd Acquire 7% equity of Yibin Tianyi lithium industry science and Innovation Co., Ltd. and supplement working capital.
China United Network Communications Limited(600050) : it has spent 2.205 billion yuan to buy back about 1.66% shares
China United Network Communications Limited(600050) (600050) announced on February 8 that as of January 31, the company had repurchased 513 million shares, accounting for about 1.66% of the total share capital of the company. The highest purchase price was 4.57 yuan / share, the lowest price was 4.17 yuan / share, and the total amount paid was 2.205 billion yuan (excluding stamp duty, transaction commission and other transaction expenses).
Ganfeng Lithium Co.Ltd(002460) : the capacity of MT Marion spodumene project will be technically transformed and expanded
Ganfeng Lithium Co.Ltd(002460) (002460) announced on February 8 that recently, the company and its wholly-owned subsidiary Ganfeng international signed a cooperation agreement with PMI, which agreed that PMI would provide the company with spodumene underwritten in MT Marion spodumene project, and the company would process it into lithium compound products agreed by both parties, which would be sold by the company. Up to now, the company and PMI each hold 50% equity of rim50 in Australia. Rim's MT Marion spodumene project is one of the largest spodumene producers in the world. Recently, the company received a notice from rim that RIM's management is considering the technical transformation and expansion of the capacity of MT Marion spodumene project through the optimization of production process and the development of contact minerals. The expansion project is preliminarily expected to be put into operation in the second half of 2022, and the original capacity scale is expected to increase by 10-15%. In addition, the capacity of contact minerals will be increased by 10-15%, The specific expansion scale depends on the process optimization results and the actual situation of contact minerals.
Weifu High-Technology Group Co.Ltd(000581) : it is proposed to acquire vhit and vhcn for 60 million euros to enter the field of thermal management system and core parts of new energy vehicles
Weifu High-Technology Group Co.Ltd(000581) (000581) announced on February 8 that the company plans to purchase 100% equity of vhit and its wholly-owned subsidiary vhcn from rbit in cash at a transaction consideration of about 60 million euros. The target company is developing and promoting the product technology of "electronic oil pump", the core subsystem of new energy vehicle thermal management system for market application, and has obtained a number of international customer projects and a number of Shanxi Guoxin Energy Corporation Limited(600617) head customer projects. It is expected to enter the batch production stage in the second half of 2022, with broad market prospects. The company will take this transaction as an opportunity to cut into the field of "new energy vehicle thermal management system and core parts" with the strategic new product business of electronic oil pump. This transaction constitutes a connected transaction.
Sinomine Resource Group Co.Ltd(002738) : it is proposed to acquire the equity of bikita lithium mine in Zimbabwe with us $180 million
Sinomine Resource Group Co.Ltd(002738) (002738) on February 8, it was announced that the wholly-owned subsidiary, Hong Kong China Mining rare, plans to acquire 100% equity of AFMIN and 100% equity of amzim100 jointly held by AMMS and Samm with a benchmark consideration of US $180 million in cash. At present, AFMIN and amzim, the subject of the transaction, jointly hold 74% of the equity of bikita company. The main asset of bikita company is the bikita lithium project in Zimbabwe. Bikita is implementing internal restructuring and share repurchase cancellation. If the final internal restructuring is approved by the government and the share repurchase cancellation is completed, the company will hold 100% equity and corresponding related creditor's rights of bikita. Bikita lithium mine project is in the production stage, and the main products are technical grade lithium permeable feldspar concentrate and cesium garnet concentrate with high grade and low impurities.
