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 collectively closed higher, and digital currency concept stocks set off a wave of limit trading
The three major A-share indexes collectively closed up today, with the Shanghai index rising 0.79% to close at 3479.95 points; The Shenzhen Component Index rose 1.55% to close at 13531.31 points; The gem index rose 1.30% to close at 2883.60. The market turnover reached 931.8 billion yuan, the industry sector rose almost across the board, the digital currency concept stocks set off a rising tide, the computer equipment, traditional Chinese medicine and communication service industries led the rise, and only the wind power equipment, banking and oil industries bucked the market.
Burst! 20cm limit for two consecutive days, leading stocks soared! This track has lifted the tide of limit
Since 2022, infrastructure investment has become a trump card in the A-share market. Following the “outbreak” of construction, building materials and construction machinery in the key sectors of “old infrastructure” on February 7, several infrastructure stocks rose again on February 8. On February 9, the price limit tide spread to the “new infrastructure” sector. The 20cm price limit of several stocks of digital currency, the firepower of the telecom sector, and the price limit of China Mobile reached a new high since its listing.
Shanghai Stock Index ushered in three consecutive positive days! The main line of the new cycle has been digital currency and 5g sector
Today, the sectors in the two cities showed a general upward situation, and only the two sectors of banking, highway and railway transportation closed green. In terms of rising sectors, the digital currency and 5g sectors staged a rising tide, and the concept of civil explosion rose by more than 6%. The recent low undervaluation is the mainstream logic of the market. China Mobile, whose valuation is at a historical low, rose the limit today and its share price hit a new high. Citic Securities Company Limited(600030) pointed out that China Mobile is a high-quality core asset with both technology and consumption attributes. It has great configuration value due to the reconstruction of growth logic in the 5g era.
Dragon and tiger list: 367 million yuan to raise Tongling Nonferrous Metals Group Co.Ltd(000630) net purchase of 4 shares by foreign investors and 15 shares by institutions
On February 9, Tongling Nonferrous Metals Group Co.Ltd(000630) , with a net capital inflow of 367 million yuan, was the largest among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 6.39% throughout the day. The net inflow of funds into the top Shenzhen Stock connect seats, with a net purchase of 230 million yuan. A total of 25 stocks were involved in the institutional participation in the dragon and tiger list, of which 15 were net bought by the institution, and an Xu biology was the most bought, with a net inflow of 122 million yuan in the three days. In addition, 10 shares were sold by institutions, and Jiangsu Yoke Technology Co.Ltd(002409) was sold the most, amounting to 211 million yuan.
Resumption of 115 trading shares: China Mobile closed Andon Health Co.Ltd(002432) broken Beijing Cuiwei Tower Co.Ltd(603123) , Hengbao Co.Ltd(002104) 4 board
Today (February 9), the three major indexes rebounded, and the trading volume of the two cities could reach 931.8 billion, up from 53 billion in the previous trading day, which was moderately enlarged for two consecutive days. On the disk, digital currency, the concept of civil explosion, chicken breeding, communication services and other sectors led the gains, while only road and railway transportation and banking sectors fell. A total of 115 shares rose today, an increase of 16 shares compared with the limit of 99 shares on the previous trading day.
Gem bottomed out and rose 1.3% Beijing Cuiwei Tower Co.Ltd(603123) , and five stocks such as China Mobile reached a record high
On February 9, the Shanghai stock index closed at 3479.95 points, up 0.79%; Shenzhen composite index closed at 13531.31 points, up 1.558%; The gem index closed at 2883.60 points, up 1.30%. According to the data of China stock market news choice, the intraday share prices of five stocks hit an all-time high today, including Beijing Cuiwei Tower Co.Ltd(603123) and China Mobile. Data show that the intraday share prices of three stocks hit a record low today, including Guangdong Brandmax Marketing Co.Ltd(300805) .
blockbuster news
Personal cash deposits and withdrawals exceeding 50000 need to be registered with the central bank: it will not affect the normal cash deposit and withdrawal business of residents
The person in charge of the relevant departments and bureaus of the people’s Bank of China interpreted the provisions on personal cash deposit and withdrawal in Article 10 of the measures for the administration of customer due diligence of financial institutions and the preservation of customer identity data and transaction records: ① the main purpose of implementing order No. 1 is to prevent and curb illegal and criminal activities such as money laundering and protect the safety and interests of the people’s funds. ② The implementation of this provision by financial institutions will not affect the normal cash deposit and withdrawal business of residents, and the business convenience will not be affected.
Beijing Tianjin Hebei “3 + n” alliance orthopaedic trauma medical consumables volume linkage procurement and use work plan released
The Beijing Tianjin Hebei “3 + n” alliance released the work plan for joint procurement and use of orthopedic trauma medical consumables, Through the “3 + n” alliance of Beijing, Tianjin and Hebei, the volume linkage procurement adheres to the guarantee of supply and reasonable price, so as to reduce the price of orthopaedic trauma medical consumables and reduce the burden of patients’ medical expenses; the varieties of centralized volume procurement this time are orthopaedic trauma medical consumables such as bone sector and supporting screws, intramedullary nails and accessories, hollow screws and so on.
The supervision requires local governments to make up a number of special debt projects, focusing on urban pipe network construction, water conservancy and other fields
The 21st Century Business Herald reporter learned from a number of people from local finance and development and reform systems that the regulatory authorities recently issued a notice requiring local governments to submit a number of special debt projects on the basis of the capital needs of special debt projects in the early stage. These projects need to be identified as “2022 special bond supplementary application projects” in the national major construction project library.
The national development and Reform Commission held a special meeting on stabilizing coal prices today to interview some enterprises with falsely high prices
According to the exclusive information of the interface news insiders, on the afternoon of February 9, the economic operation regulation Bureau of the national development and Reform Commission will host a video conference to arrange the work of stabilizing the coal market price and interview some enterprises with falsely high prices. Participants include Shanxi Provincial Energy Bureau, Inner Mongolia Energy Bureau, Shanxi Provincial Development and Reform Commission, national energy group, China Coal Group, Hegang group, etc.
Important notice! The annual final settlement of individual income tax is about to begin. These people need to handle it
The State Administration of Taxation announced today (September) that from March 1 to June 30, 2022, individual residents who meet the relevant provisions need to handle the final settlement and payment of comprehensive income of individual income tax in 2021. The relevant person in charge of the State Administration of Taxation said that for taxpayers who need to make up tax in the annual final settlement, if they fail to declare and make up tax after the end of the annual final settlement period, the tax department will charge a late fee according to law and mark it in their personal income tax payment record.
Four departments: accelerate the construction of urban environmental infrastructure, and deeply implement the third-party treatment of environmental pollution
The national development and Reform Commission, the Ministry of ecological environment, the Ministry of housing and urban rural development and the National Health Commission recently issued the guiding opinions on accelerating the construction of urban environmental infrastructure. It is mentioned that the main objectives of urban environmental infrastructure construction in 2025 include adding 20 million m3 / day of sewage treatment capacity and 80000 km of sewage collection pipe network.
People’s Bank of China: in the fourth quarter of 2021, the growth rate of income and profit of industrial enterprises stabilized, and the capital turnover of enterprises accelerated
According to the survey data of the investigation and Statistics Department of the people’s Bank of China on the financial situation of 5000 industrial enterprises, the growth rate of income and profit of industrial enterprises stabilized in the fourth quarter of 2021.
The increase in the growth rate of accounts receivable and the shortening of the accounting period indicate that the speed of enterprise capital turnover is accelerated. The asset liability ratio of enterprises in the upstream and midstream industries continued to decline, and the downstream industries stabilized. The growth rate of fixed assets and construction in progress is still falling, but the retained earnings are growing rapidly and the profit retention rate is at a high level, which can provide favorable conditions for investment accumulation.
hot sector stocks
New news of domestic large aircraft C919 industrialization schedule determines that the reform of China’s aviation industry is imminent
According to the forecast annual report of COMAC’s civil aircraft market, by the end of 2036, China will have a demand for 8575 new aircraft, and the civil aircraft market space will be nearly 8 trillion. China’s passenger aircraft market has a huge space. C919 large aircraft has entered the stage of industrialized production, and the relevant supply chain will usher in rapid development. Among A-share listed companies, Hunan Boyun New Materials Co.Ltd(002297) has signed the main contract of wheel brake system for C919 large aircraft project; Avic Jonhon Optronic Technology Co.Ltd(002179) listed in the list of C919 large passenger aircraft suppliers; Baoji Titanium Industry Co.Ltd(600456) provided titanium materials for C919 passenger plane project.
Chinese medicine stocks took off in the policy east wind? Did you seize the opportunity of the 19 share limit in this sector?
Everbright Securities Company Limited(601788) believes that the market still has the power to rebound in the near future. There is no need to remain pessimistic. We can continue to focus on individual stocks rather than the index. In terms of strategy, digital currency is expected to continue to strengthen, which can be paid appropriate attention. At the same time, infrastructure is still a hot spot in the short-term direction. In the medium and long term, China is expected to get out of the independent market and actively pay attention to sectors such as medicine, military industry, new energy and mandatory consumption.
002603 {wait for the limit! How long can the concept of digital currency catch fire?
Caixin Securities said that looking forward to the opportunities of the traditional Chinese medicine sector, after the general rise, the market of the traditional Chinese medicine sector will be divided. It is suggested to pay attention to three subdivided directions of traditional Chinese medicine with long-term growth logic: (1) innovative traditional Chinese medicine; (2) Traditional Chinese medicine consumer goods with high brand value, strong policy immunity and sustainable price increase; (3) Traditional Chinese medicine formula granules with market expansion, high industry barriers and good competition pattern.
“Drinking and eating meat” market returns! Digital currency is also crazy Shenzhen Emperor Technology Company Limited(300546) and raises the tide of 20cm limit
China Merchants Securities Co.Ltd(600999) mentioned that after the promotion of the Winter Olympic Games, the digital RMB will be further familiar to the market, and its industrial chain enterprises and traditional banking industry will benefit from it. On the one hand, digital RMB hardware equipment manufacturers will benefit from the market opportunities brought by digital RMB Hard Wallet, while software developers will benefit from the business growth brought by the upgrading of banking systems outside China. On the other hand, the cross-border application of digital RMB will benefit the traditional banking business through “spillover effect”, with retail payment, foreign currency exchange and cross-border remittance bearing the brunt.
Theme strategy of eight securities companies: the cycle will not be absent! Is the best stage of pork sector layout coming? Sorting of breeding targets
Kaiyuan Securities said that in 2022, the pig cycle is about to reverse, and the layout capacity is going to be eliminated. Focus on Muyuan Foods Co.Ltd(002714) with leading breeding cost; The recovery of production indicators is accelerated, and the cost is reduced by Wens Foodstuff Group Co.Ltd(300498) , New Hope Liuhe Co.Ltd(000876) ; Cycle reversal drives Fujian Aonong Biological Technology Group Incorporation Limited(603363) with excellent performance elasticity; Leshan Giantstar Farming&Husbandry Corporation Limited(603477) with both breeding cost and capital advantages; Relevant beneficiary object Tecon Biology Co.Ltd(002100) .
selected announcements of listed companies
Beijing Sl Pharmaceutical Co.Ltd(002038) : the initial public offering of shares by the joint-stock company was approved by the CSRC for registration
Beijing Sl Pharmaceutical Co.Ltd(002038) (002038) announced on February 9 that according to the reply on Approving the registration of initial public offering of shares of Shouyao Holdings (Beijing) Co., Ltd. issued by the CSRC on February 8, the CSRC approved the application for registration of shares of Shouyao holdings in the initial public offering of shares on the science and innovation board.
Jiangsu Baichuan High-Tech New Materials Co.Ltd(002455) : the subsidiary plans to introduce Ming Yang Smart Energy Group Limited(601615) and Shanghai Shenglian
Jiangsu Baichuan High-Tech New Materials Co.Ltd(002455) (002455) announced on February 9 that in order to optimize the governance structure of the subsidiary Haiji new energy and further develop the new energy business, Haiji new energy plans to increase the registered capital of Haiji new energy from 950 million yuan to 1.215 billion yuan by increasing capital and shares and introducing new shareholders Ming Yang Smart Energy Group Limited(601615) (601615) and Shanghai Shenglian. After the capital increase, the direct shareholding ratio of the company to Haiji new energy was 32.92%, the indirect shareholding ratio was 1.36%, and the total shareholding ratio was 34.28%.
China Mobile: China International Capital Corporation Limited(601995) used over allotment funds to buy 69.78 million shares of the company
The total purchase price of the shares issued by China Mobile from January to May was RMB 6.977 billion (i.e. the corresponding allotment price of the shares issued by China Mobile was RMB 6.977 billion), which was obtained in the second issue of the stock market from January to may, i.e. the price of the shares issued by China Mobile was RMB 6.977 billion.
Guangdong No.2 Hydropower Engineering Company Ltd(002060) : the subsidiary plans to invest 400 million yuan in the construction of photovoltaic + agricultural comprehensive development project
Guangdong No.2 Hydropower Engineering Company Ltd(002060) (002060) announced on February 9 that recently, Southeast Guangdong No.2 Hydropower Engineering Company Ltd(002060) , a wholly-owned subsidiary of the company, signed the strategic cooperation framework agreement with the people’s Government of Pingbei Township, Anren County, Chenzhou City, Hunan Province. The people’s Government of Pingbei Township agrees that southeast Guangdong No.2 Hydropower Engineering Company Ltd(002060) will invest in the construction of photovoltaic + agricultural comprehensive development project in Pingbei Township, Anren County. The planned land area of the project is 1500 mu. The specific construction content is to develop photovoltaic and other new energy industries on the self built edible fungus greenhouse. The estimated installed capacity is 100 MW and the total investment is 400 million yuan.
Zhejiang China Light & Textile Industrial City Group Co.Ltd(600790) : it is proposed to invest about 960 million yuan in the construction of light textile Zhigu Digital Industrial Park project
Zhejiang China Light & Textile Industrial City Group Co.Ltd(600790) (600790) announced on February 9 that the company (or its holding subsidiary) plans to obtain the use right of state-owned construction land in Binhai Industrial Zone, Keqiao District, Shaoxing City, Zhejiang Province by public bidding (the land area is about 175 mu, and the final listing area of the land and resources department shall prevail), and invest in the construction of the light textile smart Valley Digital Industrial Park project, with a total investment of about 960 million yuan. According to the feasibility study report of the project, after the project is put into operation, the financial internal rate of return is expected to be 7.94% and the investment payback period is 9.9 years (before tax, excluding the construction period).
Shennan Circuits Co.Ltd(002916) disclosure of fixed increase results: large funds subscribe for 300 million yuan
Shennan Circuits Co.Ltd(002916) (002916) disclosed the fixed increase results on February 9. The issuance price of non-public offering shares was 107.62 yuan / share, with a total fund-raising of 2.55 billion yuan, of which the national integrated circuit industry investment fund phase II Co., Ltd. subscribed 300 million yuan.
Zangger Mining: sign an exclusive strategic cooperation agreement with super resources
Zangger mining (000408) announced on February 9 that the company and super resources Co., Ltd. signed an exclusive strategic cooperation agreement on the same day to carry out investment cooperation on the Laguna Verde Salt Lake Lithium project in Argentina, in which super resources holds 100% equity. Laguna Verde Salt Lake mining right area of super resources is located in the core area of lithium triangle. The results of two rounds of surface sampling show that the lithium ion grade is as high as 1270ppm.
Chongqing Sokon Industry Group Stock Co.Ltd(601127) : the sales volume of new energy vehicles in January was 3520, with a year-on-year increase of 176.08%
The sales volume of new energy vehicles increased by 127.42% year-on-year in February 2020, with a year-on-year increase of 176.42% in February 2020, of which the sales volume of new energy vehicles increased by 127.02%.
Guangzhou Tinci Materials Technology Co.Ltd(002709) : electrolyte basic material devices with an annual output of 20000 tons have reached a stable production state
Guangzhou Tinci Materials Technology Co.Ltd(002709) (002709) announced on February 9 that the company’s annual output of 20000 tons of electrolyte basic materials and 5800 tons of new lithium electrolyte project has completed the installation of production equipment and obtained the trial production license at the end of December 2021. Among them, the electrolyte basic material device with an annual output of 20000 tons and the lifsi device with an annual output of 4000 tons have reached a stable production state. The smooth operation of the above projects will provide the company’s electrolyte products with upstream raw materials and new electrolyte lifsi new capacity guarantee, so as to further improve the self supply proportion of raw materials of the company’s electrolyte products.
Lb Group Co.Ltd(002601) : the first phase of the artificial graphite cathode material project with an annual output of 100000 tons for lithium ion batteries is completed and put into trial production
Lb Group Co.Ltd(002601) (002601) announced on February 9 that the production line of phase I (25000 tons per year) of the artificial graphite cathode material project for lithium-ion batteries with an annual output of 100000 tons invested and constructed by the wholly-owned subsidiary China carbon new materials has been completed and is now in the trial production stage.
Anhui Huaertai Chemical Co.Ltd(001217) : it is proposed to build an energy-saving and environmental protection upgrading and transformation project of synthetic ammonia to gas
Anhui Huaertai Chemical Co.Ltd(001217) (001217) announced on February 9 that the company will build an energy-saving and environmental protection upgrading project for synthetic ammonia gas production with self raised funds of 1.336 billion yuan to improve the energy-saving and environmental protection level of synthetic ammonia plant; The self raised fund of 183 million yuan will be used to build the project with an annual output of 50000 tons of cyclohexylamine and dicyclohexylamine, and extend the chain of the company’s basic chemical products.
