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 ended lower: the gem index fell nearly 3% and more than 4000 shares fell
The three major A-share indexes collectively closed lower today, of which the Shanghai index fell 0.66% to close at 3462.95 points; The Shenzhen Component Index fell 1.55% to close at 13224.38; The gem index fell 2.84% to close at 2746.38. The market turnover reached 991.5 billion yuan, and the number of falling stocks exceeded 4000. The industry sector showed a general downward trend. Only the insurance, banking, real estate development, energy metals and coal industries rose against the market, while the traditional Chinese medicine, medical devices and game industries led the decline.
The market continues to kill valuation funds and has a strong defensive mentality. Many bank stocks have risen by more than 20% this year
Overall, the current market trend is mainly affected by the high weight target of killing valuation. The current defensive mentality of large funds is strong, and undervalued banks, insurance and infrastructure have become the first choice. Taking the banking sector index as an example, since the end of December 2021, it has deviated from the gem index. The cumulative increase of Industrial Bank Co.Ltd(601166) , Bank Of Chengdu Co.Ltd(601838) , Bank Of Jiangsu Co.Ltd(600919) in 2022 exceeded 20%.
The good news detonated the limit tide, leading stocks 6-board! Ping An Insurance (Group) Company Of China Ltd(601318) rose for five consecutive days, with the rise of bank stocks and the rise of large financial sector
On February 11, the A-share market corrected again. On the disk, insurance stocks rose strongly, China Life Insurance Company Limited(601628) rose by more than 7%; Ping An Insurance (Group) Company Of China Ltd(601318) received a net inflow of 1.1 billion yuan, rising for five consecutive trading days after the opening of the year of the tiger. Petrochina Company Limited(601857) rose more than 5%, boosting the oil and gas sector. A piece of news detonated the concept stocks of digital currency and staged a trading tide in the afternoon. Banking, coal and household appliances sectors strengthened, and Bank of Lanzhou rose by the limit. Nanjing composite index and Mao index both hit new lows at this stage, Contemporary Amperex Technology Co.Limited(300750) fell by more than 5%.
Dragon and tiger list: 178 million rush to raise Jizhong Energy Resources Co.Ltd(000937) net purchase of 3 shares by foreign capital and 7 shares by institutions
On February 11, Jizhong Energy Resources Co.Ltd(000937) was the largest net inflow of funds among the dragon and tiger stocks on the list, with a net inflow of 178 million yuan on the third day. Data show that the stock rose 9.15% during the day and 20.14% in the past three days. Guangfa Shanghai Zhongshan North 2nd Road, which ranks first in the net flow of funds, bought 111 million yuan on the third day. A total of 26 stocks were involved in the institutional participation in the dragon and tiger list, of which 7 were net bought by the institution, Nanjing Yunhai Special Metals Co.Ltd(002182) was the most bought, with a net purchase of RMB 237 million in three days. In addition, 19 shares were sold by institutions, and Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) was sold the most, amounting to 161 million yuan.
Resumption of trading of 60 trading stocks: Andon Health Co.Ltd(002432) fell by more than 9% Poly Union Chemical Holding Group Co.Ltd(002037) 8 board Hengbao Co.Ltd(002104) 6 board
Today (February 11), the three major indexes fell together, with a trading volume of 991.5 billion, up from 55.1 billion in the previous trading day. On the disk, digital currency, lithium extraction from Salt Lake, coal, banking, real estate and other sectors led the rise, while covid-19 treatment, traditional Chinese medicine, covid-19 detection, CRO, chicken breeding and other sectors led the decline. A total of 60 shares rose today, down 9 shares from 69 shares in the previous trading day. In the Shenwan industry, coal and banks led the rise in the two cities.
Nearly 4000 stocks in the two cities fell Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Bank Of Chengdu Co.Ltd(601838) and other seven stocks hit a record high
On February 11, the Shanghai stock index closed at 3462.95 points, down 0.66%; Shenzhen composite index closed at 13224.38 points, down 1.55%; The gem index closed at 2746.38 points, down 2.84%. According to the data of China stock market news choice, the intraday share prices of seven stocks hit an all-time high today, including Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Beijing Cuiwei Tower Co.Ltd(603123) . Data show that today, the intraday share prices of 43 stocks hit a record low, including Shanghai Haoyuan Chemexpress Co.Ltd(688131) .
blockbuster news
State Council: encourage qualified areas to implement furniture and home improvement subsidies and a new round of automobile to the countryside
The State Council recently issued the “14th five year plan for promoting agricultural and rural modernization”, which proposed to implement the action of promoting rural consumption. We will encourage qualified areas to carry out actions to upgrade rural household appliances, implement subsidies for furniture and home decoration to the countryside and a new round of automobile to the countryside, and promote the upgrading of durable consumer goods for rural residents. Improve the infrastructure construction of charging and changing electricity in the county and central towns. Support the expansion of new consumption formats and models such as online shopping and mobile payment to rural areas, and enhance the Consumption Willingness of rural residents.
The central bank’s latest monetary policy setting! Insist on not using real estate as a short-term means to stimulate the economy
On February 11, the people’s Bank of China issued the report on the implementation of China’s monetary policy for the fourth quarter of 2021, which called for adhering to the principle of stability and seeking progress in stability, actively implementing the spirit of the central economic work conference, increasing financial support for the real economy, and continuing to do a good job in the work of “six stabilities” and “six guarantees”, In order to maintain the economic operation within a reasonable range, create a suitable monetary and financial environment.
The CSRC issued the provisions on the supervision of the interconnection of depositary receipts business between domestic and foreign stock exchanges
This revision mainly includes the following contents: first, expand the scope of application, include qualified listed companies of Shenzhen Stock Exchange in the domestic aspect, and expand to Switzerland and Germany in the overseas aspect; Second, allow overseas basic securities issuers to raise funds and adopt market-oriented inquiry mechanism for pricing; Third, optimize the continuous supervision arrangements, and make more optimized and flexible institutional arrangements for the continuous supervision of the disclosure contents of annual reports and the disclosure obligations of equity changes.
State Council: strengthening the protection of germplasm resources and tackling key problems in breeding innovation
The State Council printed and distributed the “14th five year plan” for promoting agricultural and rural modernization, which proposed to start the implementation of key core technologies of agricultural seed sources around key crops, livestock and poultry. Accelerate the implementation of major scientific and technological projects of agricultural biological breeding, and orderly promote the industrialized application of biological breeding. We will jointly tackle key problems in the seed industry and implement a new round of livestock and poultry genetic improvement plan and modern seed industry upgrading project. Promote the construction of national and provincial seed breeding bases and accelerate the construction of Nanfan Silicon Valley. A large-scale forage breeding base will be built in the farming pastoral ecotone in the north.
State Council: stabilize pork production capacity at about 55 million tons to prevent ups and downs in production
The State Council recently issued the “14th five year plan” to promote agricultural and rural modernization, which proposed to develop modern animal husbandry. We will improve the long-term mechanism for the steady and orderly development of the pig industry, promote standardized large-scale breeding, stabilize the pork production capacity at about 55 million tons, and prevent ups and downs in production. Implement the five-year action plan for the development of cattle and sheep, and vigorously develop herbivorous animal husbandry. Strengthen the construction of milk source base and optimize the structure of dairy products.
The central bank issued the measures for the administration of bond lending business in the inter-bank bond market
The people’s Bank of China has formulated the measures for the administration of bond lending business in the inter-bank bond market. The measures learn from the practical experience of international mature markets and based on the needs of the development of China’s financial market, improve the bond lending system from the aspects of market participants, performance guarantees and master agreements, including supporting market participants to standardize the development of centralized bond lending business, Improve the efficiency and flexibility of bond lending transactions.
Shanghai Stock Exchange: strictly implement self-discipline supervision on delisting risk stocks Xinjiang Yilu Wanyuan Industrial Investment Holding Co.Ltd(600145) , Jiangsu Chengxing Phosph-Chemical Co.Ltd(600078) in accordance with regulations this week
This week, the Shanghai Stock Exchange took regulatory measures such as written warnings against 130 abnormal securities transactions such as raising and suppressing false declarations. We will strictly implement self-discipline supervision on abnormal trading behaviors that exacerbate market fluctuations and affect market trading order, such as delisting risk stocks Xinjiang Yilu Wanyuan Industrial Investment Holding Co.Ltd(600145) , Jiangsu Chengxing Phosph-Chemical Co.Ltd(600078) , and centralized application for sale in a short time. Special verification was conducted on 11 major events of listed companies.
4 days 2.7 trillion! Major projects in 8 provinces and 15 places started intensively earlier and invested more than last year
According to incomplete statistics of Red Star capital Bureau, from February 7 to February 10, major projects in at least 15 places across the country started in four days, involving 8 provinces, with a total investment of about 2.7 trillion yuan (unpublished amount in some areas). It is worth mentioning that the relevant person in charge of the national development and Reform Commission previously mentioned that infrastructure investment should be carried out moderately in advance and strive to form more physical workload in the first quarter.
CISA: strengthen the supervision of iron ore market according to law and firmly maintain the fair order of the market
According to the monitoring of China Iron and Steel Industry Association, recently, some mining enterprises violated business ethics and released and hyped false information, which seriously disturbed the fair order of the market and damaged the legitimate interests of market subjects. The iron and Steel Association condemned this. Any behavior and participants that ignore the market law and illegally interfere with the normal operation of the market should be corrected and pay a price for it.
hot sector stocks
Big financial and resource stocks Carnival! 8 shares soared to the limit. Does this sector also take off to catch up?
Wanlian Securities said that the policy continues to improve and the fundamentals are at the end. The medium and long-term loan data of residents in January is significantly lower than that in the same period last year, which further confirms that the demand side of the real estate industry is still weak and the policy is still in continuous improvement. We are optimistic about the high credit real estate enterprises with stable financial performance and the property management sector, and the continuous superposition of favorable policies, For the beneficiary real estate enterprises, they will radiate from high credit real estate enterprises to private real estate enterprises.
Did Contemporary Amperex Technology Co.Limited(300750) fall in place? Another industry is supported by policies again! 100 billion market outbreak?
Caixin Securities pointed out that the regulatory policies on power battery recycling have been issued one after another, the requirements for recycling enterprises are being supplemented and improved, and the relevant responsibilities of enterprises in all links of the industrial chain are gradually clarified. At the same time, the formulation of power battery recycling standards will be accelerated, and the battery recycling standards in relevant subdivided fields will be gradually expanded in the future, so as to further promote the standardized development of the industry. The power battery recycling and regeneration market is about to expand.
“Chinese prefix” sounded the assembly number, big financial support and resource stock Carnival! The tourism sector also came to join the fun
Ping An securities mentioned that from the performance express disclosed before the Spring Festival, under the downward pressure of the economy in the fourth quarter of 2021, the fundamentals of most listed banks remained stable, and the revenue growth rate increased steadily. Looking forward to the first quarter of 2022, the gradual implementation of the steady growth policy is expected to support the fundamentals of banks. At present, the static valuation level of the sector is only 0.64x, which is still at an absolute low in history, With sufficient margin of safety, we are still optimistic about the valuation repair opportunities of the sector under the stabilization and repair of overly pessimistic expectations on the quality of economy and bank assets.
Theme strategies of eight securities companies: the supply and demand of lithium ore and lithium salt are still in the most tense moment! These leading valuation investments are cost-effective
Cinda Securities said that in the context of the “double carbon” goal, it attaches importance to the historic investment opportunities of new energy and new materials, and focuses on new energy metals with strong demand and weak supply pattern (lithium cobalt nickel rare earth) and new metal materials benefiting from industrial upgrading and domestic substitution. In 2022, non-ferrous metal prices will remain high as a whole, corporate profits are expected to continue to increase significantly, and the valuation of the sector will return to a low level. Under the background of China’s continued loose monetary policy, we expect the valuation of the non-ferrous sector to repair the market.
selected announcements of listed companies
Hunan Development Group Co.Ltd(000722) : the proposed Sun company cooperates to develop distributed photovoltaic project
Hunan Development Group Co.Ltd(000722) (000722) announced on February 11 that Hunan Development Group Co.Ltd(000722) hydropower company, a wholly-owned subsidiary of the company, plans to establish a wholly-owned subsidiary Hunan Development Group Co.Ltd(000722) Lukou New Energy Development Co., Ltd. After the establishment of the new company, it plans to sign a cooperation contract with Lukou industrial development group. The two sides use the roof of phase I standard plant and Sanlian plant in Nanzhou Industrial Park, Lukou District, Zhuzhou City to jointly develop a distributed photovoltaic project, with a total roof area of 36873 square meters and a planned total installed capacity of 4.4451 MW. The total investment of the project is about 21.075 million yuan, and the financial internal rate of return of the project is 6.04% (after tax).
Shandong Sunway Chemical Group Co.Ltd(002469) : the first phase of the technical transformation project of high-end catalyst with an annual output of 10000 tons was completed and put into operation
Shandong Sunway Chemical Group Co.Ltd(002469) (002469) announced on February 11 that the company will build a 10000 t / a high-end catalyst technical transformation project in two phases, and the unit capacity in phase I and phase II is 5000 t / A. At present, the construction, equipment installation and commissioning involved in phase I of the project have been completed, and the commissioning has been put into operation and qualified products have been produced.
Porton Pharma Solutions Ltd(300363) : received US $681 million purchase order from Pfizer’s company
Porton Pharma Solutions Ltd(300363) (300363) announced on February 11 that recently, the company received from multinational pharmaceutical company Pfizer Inc. (hereinafter referred to as “Pfizer”) will provide contract customized R & D and production (cdmo) services for the new batch of purchase orders of Pfizer Ireland pharmaceuticals, and the order delivery time is 2022. As of the disclosure date of the announcement, the total amount of newly obtained orders was 681 million US dollars, exceeding 50% of the audited operating revenue of the company in the latest fiscal year.
Shanghai Huafon Aluminium Corporation(601702) : it is proposed to invest 1.98 billion yuan in the construction of high-end aluminum sector, strip and foil project for new energy vehicles
Shanghai Huafon Aluminium Corporation(601702) (601702) announced on February 11 that the company plans to invest in the construction of high-end aluminum sector, strip and foil project for new energy vehicles with an annual output of 150000 tons through Chongqing Huafeng, a wholly-owned subsidiary, with an estimated total investment of 1.98 billion yuan, of which the total amount of funds raised by non-public offering of shares does not exceed 1 billion yuan.
No less than RMB 123600 {123600} planned to be built in Guilin {phase II}
Lingyi Itech (Guangdong) Company(002600) (002600) announced on February 11 that the company plans to sign the cooperation agreement on Guilin Lingyi Itech (Guangdong) Company(002600) intelligent manufacturing project (phase II) with Guilin Municipal People’s Government in Guilin. The company will invest in the construction of Guilin Lingyi Itech (Guangdong) Company(002600) intelligent manufacturing project (phase II) in Guilin economic and technological Development Zone, and increase the business of consumer electronics supporting charging modules outside the previous cooperation scope, Guilin Municipal People’s government will designate Guilin economic and Technological Development Zone to communicate information with the company and promote cooperation. The total planned investment of the company is no less than 2 billion yuan, of which about 1.5 billion yuan is invested in fixed assets.
Western Region Gold Co.Ltd(601069) : it is proposed to purchase 100% equity of the three companies with RMB 2.614 billion
Western Region Gold Co.Ltd(601069) (601069) announced on February 11 that the company plans to purchase 100% equity of baiyuanfeng, Kebang manganese industry and Mengxin Tianba by issuing shares. The total transaction consideration of the three companies was 2.614 billion yuan. After the completion of the transaction, the company will realize the dual main business of “gold + manganese ore” mining and metallurgy, so as to reduce the business risk caused by the single business and product.
Shenzhen Goodix Technology Co.Ltd(603160) : it is proposed to repurchase shares with RMB 400 million to RMB 500 million
Shenzhen Goodix Technology Co.Ltd(603160) (603160) announced on February 11 that the company plans to repurchase shares with 400 million yuan to 500 million yuan, and the repurchase price shall not exceed 126 yuan / share.
Tasly Pharmaceutical Group Co.Ltd(600535) : the 300L fermentation scale cell culture production line of recombinant human prourokinase for injection was approved
Tasly Pharmaceutical Group Co.Ltd(600535) (600535) announced on February 11 that Tasly Pharmaceutical Group Co.Ltd(600535) biological, the holding subsidiary of the company, received the notification of the results of on-site inspection of drug production and the notification of approval of drug supplementary application issued by Shanghai Drug Administration on the 300L fermentation scale cell culture production line of recombinant human prourokinase for injection (trade name “puyouke”).
Ja Solar Technology Co.Ltd(002459) : it is proposed to invest 3.455 billion yuan to expand the company’s integrated production capacity
Ja Solar Technology Co.Ltd(002459) (002459) announced on February 11 that it plans to expand the company’s integrated production capacity, including silicon wafer, battery, auxiliary material production capacity and photovoltaic power station. The total investment is expected to be 3.455 billion yuan, accounting for 23.58% of the latest audited net assets.
Bank Of Qingdao Co.Ltd(002948) : Intesa Sanpaolo Bank of Italy increased its holding of 394 million H shares
Bank Of Qingdao Co.Ltd(002948) (002948) announced on February 11 that Intesa Sanpaolo Bank of Italy increased its holding of 394 million H shares, with an increase ratio of 3.65%, with a total shareholding of 17.5%. In addition, the subsidiaries of Qingdao Guoxin development (Group) Co., Ltd. increased their shareholding by 1.61% and 14.99% in total.
Zhejiang Century Huatong Group Co.Ltd(002602) : it is proposed to repurchase shares with 500 million yuan to 1 billion yuan
Zhejiang Century Huatong Group Co.Ltd(002602) (002602) announced on February 11 that it plans to buy back the company’s shares in the form of centralized bidding transaction for the later implementation of equity incentive plan, employee stock ownership plan or reduction of registered capital. The total repurchase fund shall not be less than 500 million yuan, not more than 1 billion yuan, and the repurchase price shall not exceed 10 yuan / share.
Luxshare Precision Industry Co.Ltd(002475) : signed a strategic cooperation framework agreement with Chery group. The controlling shareholder plans to acquire Chery’s equity with RMB 10.054 billion
Luxshare Precision Industry Co.Ltd(002475) (002475) announced on February 11 that the company signed a strategic cooperation framework agreement with Chery group on the same day. The company and Chery new energy intend to jointly establish a joint venture company, specializing in the R & D and manufacturing of new energy vehicles, providing cutting-edge R & D, design, mass production platform and access to the sea for Luxshare Precision Industry Co.Ltd(002475) auto core parts business, and committed to realizing the company’s medium and long-term goal of becoming a leading manufacturer of auto parts Tier1. In addition, the controlling shareholder, Lixun Co., Ltd., plans to purchase 19.88% equity of Chery holdings, 7.87% equity of Chery shares and 6.24% equity of Chery new energy held by Qingdao Wudaokou with RMB 10.054 billion. After the transaction is completed, Lixun Co., Ltd. will not control Chery holdings, Chery shares and Chery new energy.
