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 nearly 2%, and the new energy track fell sharply
The trend of the three major A-share indexes was divided today, and the Shanghai index closed up 0.17% to close at 3485.91 points; The Shenzhen Component Index fell 0.73% to close at 13432.07; The gem index fell 1.98% to close at 2826.52. The market turnover reached 936.3 billion yuan, the industry sector rose less and fell more, tourism hotels and airports led the rise, and lithium, wind power, photovoltaic and other new energy tracks fell sharply.
What’s the secret of the fierce game of “ningwang” at the 500 yuan integer level? Gem index fell nearly 2% and there was strong risk aversion
Today, the trend of major indexes differentiated, the Shanghai index fluctuated throughout the day, rose slightly, and the gem index fell sharply again. On the sector, the tourism, aquaculture and coal sectors leading the rise today are low or undervalued sectors, with strong capital risk aversion. On individual stocks, Contemporary Amperex Technology Co.Limited(300750) once fell below the integer mark of 500 yuan, then rebounded, and finally closed down 5.32%, with a transaction amount of nearly 15 billion, a record high.
The reason for the sharp decline of GEM has been found! How do I get to the aftermarket? Latest research and judgment of fund companies
Under the market shock, how should the future market layout? Many investment researchers believe that although the index has a double sky of ice and fire, there are investment opportunities behind the adjustment, and the spring market of A-Shares may still be on the way. Jingshun Great Wall investment research team said that after the recent sharp correction in the market, the cost performance of A-Shares has been significantly improved, the problem of structural overvaluation has also been alleviated, and the market is expected to gradually obtain support at the valuation level.
Dragon and tiger list: RMB 325 million rush to raise three yuan biological foreign capital net buy 4 shares, institutions net buy 5 shares
On February 10, among the stocks on the list, the largest net capital inflow was Sanyuan biology, which was 325 million yuan. The data showed that the stock was first listed within the day and rose 17.12% to the close, with a turnover rate of 68.44% throughout the day. The net capital flow into the top Huatai Rongchao business center, with a net purchase of 36.9035 million yuan. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 5 were net bought by the institution, Shenzhen Kingsino Technology Co.Ltd(002548) was the most bought, with a net purchase of 109 million yuan in three days. In addition, 19 shares were net sold by institutions, Wuxi Apptec Co.Ltd(603259) was the most sold, with a net sales of 1.272 billion yuan in three days.
Resumption of trading 69 daily limit stocks: ningwang insurance shou500 Andon Health Co.Ltd(002432) fried board Hengbao Co.Ltd(002104) 5 board
Today (February 10), the three major indexes were divided. The turnover of the two cities was 936.4 billion, 4.6 billion compared with the previous trading day. On the disk, tourism, pork, airport shipping, coal, civil explosion, building decoration and other sectors led the increase, while cro, power equipment, Contemporary Amperex Technology Co.Limited(300750) concept, covid-19 treatment and other sectors led the decline. A total of 69 shares rose today, down 46 shares from the 115 limit of the previous trading day. Among the Shenwan level industries, agriculture, forestry, animal husbandry, fishery and coal led the rise in the two cities.
The gem index fell nearly 2% Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , and eight stocks such as China Mobile reached a record high
On February 10, the Shanghai stock index closed at 3485.91 points, up 0.17%; Shenzhen composite index closed at 13432.07 points, down 0.73%; The gem index closed at 2826.52 points, down 1.98%. According to the data of China stock market news choice, the intraday share prices of eight stocks hit an all-time high today, including Leshan Giantstar Farming&Husbandry Corporation Limited(603477) and China Mobile. Data show that the intraday share prices of seven stocks hit a record low today, including Kunshan Guoli Electronic Technology Co.Ltd(688103) .
blockbuster news
The Biden administration is considering launching a new trade investigation into China? Foreign Ministry spokesman Zhao Lijian responded
Foreign Ministry spokesman Zhao Lijian responded that please refer to our competent authorities for specific issues related to the first phase of the China US economic and trade agreement. Zhao Lijian said that as a matter of principle, I can tell you that China has always advocated that China and the United States should properly solve problems in bilateral economic and trade relations in the spirit of mutual respect and equal consultation. Threats and pressure based on their own unilateral interests will not help solve the problem, but can only undermine the atmosphere of mutual trust, dialogue and negotiation between the two sides.
Ministry of Commerce: vigorously develop digital trade and build a digital trade demonstration zone
Gao Feng, a spokesman for the Ministry of Commerce, said that this year, the Ministry of Commerce will continue to promote the reform, opening up and innovation of trade in services, focusing on the following aspects: continue to promote the pilot of innovative development of trade in services, implement various policies and measures, and summarize and promote the results of more institutional innovation. Select areas with remarkable pilot results, and upgrade and build a national demonstration zone for innovative development of trade in services. We will vigorously develop digital trade, create a digital trade demonstration area, and promote innovation in science, technology and system.
Central bank: RMB loans increased by 3.98 trillion in January, a monthly statistical high
In January, RMB loans increased by 3.98 trillion yuan, a monthly statistical high, an increase of 394.4 billion yuan year-on-year. At the end of January, the balance of broad money (M2) was 243.1 trillion yuan, a year-on-year increase of 9.8%, 0.8 and 0.4 percentage points higher than that at the end of last month and the same period of last year respectively.
China’s land-based fan bidding price hit a new low, falling by more than 20% in three months
Since 2021, China’s onshore and offshore wind turbines have reduced prices in turns. With the opening of wind power projects bidding this year, the price of wind turbines has reached a new low. On February 9, the bid opening of the 500MW wind power project in beligutai, Abaga banner, China Resources Power. The quotation of CRRC Zhuzhou Institute is 2002 yuan / kW (including tower). It is estimated that if the tower is not included, the lowest quotation is equivalent to 1550 yuan / kW ~ 1600 yuan / kW.
Eight departments: promote the safe echelon application of waste power batteries in the fields of power backup, charging and replacement
Eight departments including the Ministry of industry and information technology issued the implementation plan for accelerating the comprehensive utilization of industrial resources. The scheme proposes to improve the management system and strengthen the whole life cycle traceability management of power batteries of new energy vehicles. Promote cooperation between upstream and downstream of the industrial chain to jointly build recycling channels and build a cross regional recycling system. Promote the safe echelon application of waste power batteries in the fields of power backup, charging and replacement.
The 14th five year plan for the development of Chinese TV dramas: strengthening the whole chain protection of intellectual property rights in the field of TV dramas
The State Administration of radio and television printed and distributed the development plan of Chinese TV dramas in the 14th five year plan. It is mentioned that we should strengthen the whole chain protection of intellectual property in the field of TV dramas and enhance the awareness of the whole industry to respect and protect intellectual property. Standardize the order of income distribution, including actors’ film remuneration, and promote the use of standardized, institutionalized and unified film remuneration and other labor contracts.
Ministry of Commerce: it is hoped that the US side will cancel the imposition of tariffs and sanctions on China as soon as possible
Gao Feng, a spokesman for the Ministry of Commerce, said that the first phase agreement between China and the United States is beneficial to China and the United States and the whole world. Since the agreement came into force, China has worked hard to overcome the multiple adverse effects caused by the impact of the epidemic, the global economic recession and the obstruction of the supply chain, so as to promote the joint implementation of the agreement by both sides.
It is hoped that the US side will cancel the imposition of tariffs and sanctions on China as soon as possible, so as to create a good atmosphere and conditions for the expansion of trade cooperation between the two sides.
Guo Shuqing presided over a symposium to study how financial asset management companies participate in the reform of small and medium-sized financial institutions
On February 8, the people’s Bank of China and the China Banking and Insurance Regulatory Commission held a symposium in China Oriental Asset Management Co., Ltd. to convey and study the spirit of the important instructions of the central leading comrades, and listen to the reports of relevant departments on promoting the disposal of non-performing assets and merger and reorganization of small and medium-sized financial institutions, Study the relevant policies and measures of financial asset management companies to focus on the main business of non-performing asset disposal, give full play to their unique functional advantages and help resolve financial risks.
Huizhou Daya Bay introduced a new property market deal? Official response: only the opinion draft is not the final document
On February 10, a letter asking for opinions on several measures to promote the healthy development of housing consumption in Daya Bay District circulated on the Internet. The letter was signed by the housing, planning and Construction Bureau of Huizhou Daya Bay Economic and Technological Development Zone, Guangdong Province, and the signing date was February 8, 2022. For the authenticity of the above letter, the person in charge of the relevant departments of the housing, planning and Construction Bureau of Huizhou Daya Bay Economic and Technological Development Zone told surging news, “this is only an opinion draft and discussion draft, not the final document. Now we are soliciting opinions. We have not released it to the public, and the final document published by the government shall prevail.”
Real estate continues to welcome good news: the supervision of pre-sale funds meets the unified national regulations, and the tight capital flow of real estate enterprises is expected to ease
Recently, relevant departments issued relevant opinions on the supervision of pre-sale funds of urban commercial housing. It is understood that the biggest difference between this document and the relevant provisions in the measures for the administration of pre-sale of urban commercial housing issued in 1994 is that the provisions on pre-sale funds are clearly unified across the country, which is conducive to standardizing the use of pre-sale funds and consolidating the regulatory responsibilities of relevant local departments.
hot sector stocks
Coal stocks rose at the end of the trading, and the “unpopular” sector rose! What does the market imply?
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.
“Ningwang” fell by nearly 20% {6033}! Wrong kill or valuation regression?
Zheshang Securities Co.Ltd(601878) believes that it is still a period of rapid development of local innovative medicine enterprises. Although it is obvious that the target / indication is homogeneous, it reflects the development of new indications with strong targets. Optimistic about the local clinical CRO benefit from the high demand for research and development of local innovative drugs and the release of more medical resources after the clinical trial filing system brings the further expansion of the clinical CRO market.
Popular explosion, tourism, agriculture and environmental protection have become “upstarts”! More faucet 7 connecting sector
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.
“No one cares” pork stocks suddenly broke out! Is “second senior brother” reliable this time?
The Pacific Securities Co.Ltd(601099) securities firmly believes that the industry’s production capacity will bottom out in the third quarter, when the pig price will enter the cyclical rise channel. At present, the market value of the vast majority of pig enterprises is lower than the historical average, and the valuation has a certain margin of safety, maintaining the positive rating of the sector. In terms of individual stocks, focus on Muyuan Foods Co.Ltd(002714) with leading cost and Wens Foodstuff Group Co.Ltd(300498) and Tecon Biology Co.Ltd(002100) , Tangrenshen Group Co.Ltd(002567) with obvious improvement in production indicators.
selected announcements of listed companies
Xinfengming Group Co.Ltd(603225) : the annual output of 300000 tons of polyester fiber project of Sun company is put into operation
Xinfengming Group Co.Ltd(603225) (603225) announced on February 10 that Dushan energy, a wholly-owned subsidiary, with an annual output of 300000 tons of intelligent and functional differentiated polyester fiber project, was officially put into operation on February 10.
Do-Fluoride New Materials Co.Ltd(002407) : increase capital and shares of holding subsidiaries and introduce strategic investors
Do-Fluoride New Materials Co.Ltd(002407) (002407) announced on February 10 that Yangfu new material, the holding subsidiary of the company, introduced strategic investors by increasing capital and shares. Enchem Co., a Korean listed company., Ltd。 It is agreed to subscribe for the newly increased registered capital of Yangfu new material with RMB 276 million in accordance with the agreement, obtain 15% equity of Yangfu new material after the capital increase, and the remaining RMB 231 million capital increase shall be included in the capital reserve. After the capital increase, the company’s shareholding in Yangfu new materials will be reduced from 79.50% to 67.573%.
Yangling Metron New Material Co.Ltd(300861) : it is planned to improve the efficiency of high-efficiency diamond production line
Yangling Metron New Material Co.Ltd(300861) (300861) announced on February 10 that the company plans to implement the technical transformation of “single machine and twelve lines” for the existing 578 electroplating diamond production lines. At present, the technical transformation project has been approved and implemented. It is expected to complete the technical transformation of all the above production lines by the end of June 2022. It is estimated that the technical transformation fund required to improve the efficiency of each existing nine line machine is about 15% of the purchase and construction cost of the original nine line machine, and the production efficiency is 33% higher than that of the original nine line machine.
Lecron Industrial Development Group Co.Ltd(300343) : 50000 T / a PVDF industrial chain and 0.6gw supporting green power project
Lecron Industrial Development Group Co.Ltd(300343) (300343) announced on February 10 that the company, Jiangxi Black Cat Carbon Black Inc.Ltd(002068) (002068), southwest electric power and Tianjin electric power signed the investment framework agreement with Wuhai Municipal People’s government to invest in the construction of 50000 T / a PVDF industrial chain and 0.6gw supporting green power project in the low-carbon industrial park of Wuhai high tech Industrial Development Zone.
Guangdong Fangyuan Environment Co.Ltd(688148) : it is proposed to issue convertible bonds to raise no more than 660 million yuan for projects such as high-end ternary lithium battery precursors with an annual output of 50000 tons
Guangdong Fangyuan Environment Co.Ltd(688148) (688148) announced on February 10 that the company plans to issue convertible corporate bonds to unspecified objects to raise no more than 660 million yuan. After deducting the issuance expenses, the net amount raised will be used for the project of 50000 tons of high-end ternary lithium battery precursors (NCA, NCM) and 10000 tons of battery lithium hydroxide.
Shanghai Medicilon Inc(688202) : it is proposed to raise no more than 2.16 billion yuan for projects such as pharmaceutical R & D innovation Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) base
Shanghai Medicilon Inc(688202) (688202) announced on February 10 that the company plans to issue shares to specific objects to raise a total of no more than 2.16 billion yuan. The net fund-raising after deducting relevant issuance expenses is intended to be used for Shanghai Medicilon Inc(688202) North Shanghai biomedical R & D innovation Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) base project, laboratory expansion project of drug discovery and pharmaceutical research and application platform and supplementary working capital.
Zhejiang Crystal-Optech Co.Ltd(002273) : it is proposed to repurchase shares of between 100 million yuan and 200 million yuan
Zhejiang Crystal-Optech Co.Ltd(002273) (002273) announced on February 10 that the company plans to use its own funds to repurchase some of the company’s issued social public shares from the secondary market in the form of centralized bidding for the later implementation of employee stock ownership plan or equity incentive. The total amount to be repurchased this time is no less than 100 million yuan and no more than 200 million yuan, and the repurchase price is no more than 15.5 yuan / share.
Ikd Co.Ltd(600933) : it is proposed to invest in the intelligent manufacturing project of three electricity system parts and automobile structural parts of new energy vehicles
Ikd Co.Ltd(600933) (600933) announced on February 10 that the company plans to build the intelligent manufacturing project of three electricity system parts and auto structural parts of new energy vehicles in Anhui Hanshan Economic Development Zone by stages. The project plans to purchase new equipment or production lines such as fully automatic die-casting unit and processing and assembly unit for the production of aluminum alloy products and their supporting mold design and manufacturing, intelligent equipment design and manufacturing. The main products are aluminum alloy parts and automobile structural parts of new energy vehicle battery system unit, motor system unit, electronic control system unit, etc.
Hainan Airlines Holding Co.Ltd(600221) : the actual controller Fang Wei plans to increase the holding of 50 million shares to 100 million shares
Hainan Airlines Holding Co.Ltd(600221) (600221) announced on February 10 that the company’s actual controller, Fang Wei, plans to increase its shares in the company through the centralized bidding trading system of Shanghai Stock Exchange within six months from February 10, 2022. The number of shares to be increased this time is 50 million to 100 million shares (accounting for about 0.15% to 0.30% of the company’s shares). There is no price range for this increase, and the increase will be implemented according to the fluctuation of the company’s stock price and the overall trend of the capital market.
Hunan Gold Corporation Limited(002155) : the subsidiary plans to acquire the exploration right of Quxi gold mine
Hunan Gold Corporation Limited(002155) (002155) announced on February 10 that on February 8, the wholly-owned subsidiary Huangjindong mining signed the exploration right transfer contract with Julong mining to acquire the gold prospecting right of Quxi mining area in Pingjiang County, Hunan Province owned by Julong mining. Both parties agreed that the total transfer price of the exploration right under the contract and the underground roadway facilities of the exploration right is 23.0297 million yuan. If the resource reserves proved by Huangjindong mining in the future exploration work exceed the amount of 5148 kg gold metal specified in the original framework agreement, the transfer price of 21.9703 million yuan shall be paid; The total transfer price is 45 million yuan.
