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: financial stocks and real estate stocks led the decline, and covid-19 drug concept stocks rose sharply against the market
The three major A-share indexes collectively closed lower today, of which the Shanghai index fell 0.98% to close at 3428.88 points; The Shenzhen Component Index fell 0.77% to close at 13123.21 points; The gem index fell 0.52% to close at 2732.01. The market turnover reached 862.4 billion yuan, the industry sectors rose and fell, the insurance, securities, banking and real estate industries led the decline, and covid-19 drug concept stocks rose sharply against the market.
Brokerage and bank stocks led the decline, dragging down the flameout of the concept of digital currency in the stock index. This sector bucked the trend and strengthened
On February 14, the three major stock indexes in Shanghai and Shenzhen accelerated their decline in the afternoon and collectively fell by more than 1%, rising slightly towards the end of the trading. In terms of sectors, securities, banks and other financial stocks led the decline, dragging down the index. In addition, digital currency, real estate development, steel and other sectors led the decline; Covid-19 treatment, tourism, education, triplets and other sectors led the increase. The hot digital currency sector at the beginning of the year turned off today. As of the close, the digital currency index fell 2.01%, and as many as 30 component stocks were green.
25 days 15 board bull stocks fell by the limit in large volume! Super cow powder lurks for two years and the return is amazing
On February 14, the leading digital currency stock Beijing Cuiwei Tower Co.Ltd(603123) fell by the limit in large quantities. Stimulated by the concept of digital currency, recently Beijing Cuiwei Tower Co.Ltd(603123) continued to soar, with 15 daily limit boards in 25 days, more than tripled since the beginning of the year. Behind the crazy rise, super niusan has quietly lurked as early as two years ago, or has achieved amazing returns.
Dragon and tiger list: 63 million rush to raise the net purchase of 12 shares by Chengda pharmaceutical institutions
Longzhong pharmaceutical had the largest net inflow of 6.294 million yuan in 14 months. The data showed that the stock had a 20cm large daily limit, and the turnover rate throughout the day was 24.24%. CITIC Shanghai Liyang Road, the top net inflow of funds, bought 45.7805 million yuan. A total of 28 stocks were involved in the institutional participation in the dragon and tiger list, of which 12 were net bought by the institution, Poly Union Chemical Holding Group Co.Ltd(002037) was the most bought, with a total of 114 million yuan. In addition, 16 shares were sold by institutions, and Porton Pharma Solutions Ltd(300363) was sold the most, amounting to 131 million yuan.
Resumption of trading 97 daily limit stocks: Aba Chemicals Corporation(300261) 20cm daily limit Beijing Cuiwei Tower Co.Ltd(603123) daily limit Hengbao Co.Ltd(002104) broken board
Today (February 14), the three major indexes fell together. The turnover of the two cities was 862.5 billion, a decrease of 129 billion compared with the previous trading day, and the volume can shrink significantly. On the disk, covid-19 treatment, tourism, CRO, precious metals, education, three children and other sectors led the rise, while securities, banking, digital currency, real estate development, steel and other sectors led the decline. A total of 97 shares rose today, an increase of 37 shares over the 60 share limit of the previous trading day.
The stock index shrank by nearly 1% Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) and other two stocks hit a record high
On February 14, the Shanghai stock index closed at 3428.88 points, down 0.98%; Shenzhen composite index closed at 13123.21 points, down 0.77%; Gem index closed at 2732.01 points, down 0.52%. According to the data of China stock market news choice, the intraday share prices of seven stocks hit an all-time high today, including Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) . Data show that the intraday share prices of 62 stocks hit a record low today, including Yunnan Botanee Bio-Technology Group Co.Ltd(300957) .
blockbuster news
G7 finance ministers’ statement: preparing to collectively implement economic and financial sanctions against Russia
The finance ministers of the group of seven issued a statement on February 14, saying that the top priority of the group of seven is to support the efforts to ease the situation, but any further military aggression by Russia against Ukraine will receive a rapid, coordinated and strong response. The G7 is ready to collectively implement economic and financial sanctions, which will have a large-scale and direct impact on the Russian economy.
Eight departments issued a document: strengthen the joint supervision of the whole chain in the online car Hailing industry
8 departments jointly revised and issued the notice on strengthening the joint supervision of the whole chain in advance, during and after the online booking taxi industry. The notice proposes to explore the establishment of a multi-party collaborative governance mechanism with the participation of government departments, enterprises, employees, passengers and industry associations, strengthen the joint supervision, emergency response and disposal of the online car Hailing industry, explore the use of Internet thinking to innovate supervision methods, realize information exchange, resource sharing and improve supervision efficiency.
The conflict between Russia and Ukraine has greatly pushed up grain prices, which may have a great impact on China
China International Capital Corporation Limited(601995) said that as one of the world’s important producers and exporters of corn, wheat and barley, Ukraine’s grain exports are crucial to demand countries. The supply of corn and wheat is expected to bear the brunt. Considering the export window period, short-term event factors may have a more direct impact on corn.
Passenger Federation: in January, the retail sales of generalized passenger vehicles decreased by 4.5% year-on-year, and the new energy vehicles increased by 132% year-on-year
China’s retail sales of broad passenger cars in January were 2.112 million, a year-on-year decrease of 4.5%. In January, the output of broad passenger cars was 2.091 million, a year-on-year increase of 10.8% and a month on month decrease of 16.9%. According to the analysis of the passenger Federation, the decline in passenger car production in January was less than expected, which was mainly affected by factors such as the epidemic, and the production rhythm of automobile manufacturers in some regions was affected.
Zheng Shangsuo adjusts the transaction handling fee standard of soda ash futures 2205 contract
Zheng Shangsuo: after research, it is decided that since the night trading on February 15, 2022, the trading commission standard of soda futures 2205 contract will be adjusted to 5 yuan / hand, and the trading commission standard of closing today’s position within a day will be adjusted to 15 yuan / hand.
Ministry of Finance: adjust the “zero tariff” policy of self used production equipment in Hainan free trade port
In order to further release the policy effect and support the construction of Hainan free trade port, the Ministry of finance, together with the General Administration of customs and the State Administration of Taxation, issued a notice to adjust the “zero tariff” policy of Hainan free trade port’s self used production equipment: expand the scope of “zero tariff” commodities. For the production equipment mentioned in Article 2 of CGS [2021] No. 7, the production equipment required for sports and tourism such as roller coaster, carousel, amusement park and entertainment equipment shall be added.
In 2022, the amount of local debt approved in advance was 1.79 trillion yuan: special debt was 1.46 trillion yuan and general debt was 0.33 trillion yuan
The government debt research and evaluation center of the Ministry of Finance disclosed when releasing the data of local debt issuance in January. With the approval of the State Council and reported to the Standing Committee of the National People’s Congress for the record, the Ministry of Finance issued in advance the new local government debt limit of 1788 billion yuan in 2022, including 328 billion yuan of general debt limit and 1460 billion yuan of special debt limit.
Can the “spring dryness” of rising cement prices in some areas come as promised?
After the Spring Festival, cement prices in some parts of China ushered in the news of rising.
According to the China cement network market center, after the clinker price along the river in Anhui rose by 30 yuan / ton on February 7, the clinker price in eastern Guangdong was raised by 30 yuan / ton on February 11, and many enterprises have issued price adjustment letters; Several cement enterprises in Yunnan notified that the price of various types of cement would be increased by 50 yuan / ton from February 11.
hot sector stocks
Dalian My Gym Education Technology Co.Ltd(002621) 7 days 5 board! Baby and child concept limit tide, three child policy has been implemented one after another, and a panoramic view of the beneficiary industries
The gradual release of reproductive demand and the increase in the number of newborns directly benefit infant and young child industries such as milk powder and maternal and infant consumption. With the growth of infant and young children, industries such as early education, childcare and toy entertainment will benefit. At the same time, in the medium and long term, sectors such as vocational education and higher education are also expected to benefit in the long term. In terms of specific benefit tracks and targets, Guotai Junan Securities Co.Ltd(601211) combs the relevant benefit directions from the four perspectives of “birth, maintenance, education and marriage”.
“Drinking and taking medicine” market returns, and 5 shares rise by the limit! This sector is hot again. Is it worth chasing?
China Baijiu securities company said that China’s economic development is steady and the trend of consumption upgrading is continuing. The per capita disposable income and high net worth population increase steadily. The demand for Baijiu, especially high-end and secondary high-end liquor, is definite in Qianhai. Baijiu Baijiu Baijiu Baijiu is a highly differentiated wine industry. The high-end liquor has improved its brand strength and performance through raising prices, while the second high-end liquor enjoys the blank price band after the high-end Baijiu price rises. The upgrading of the secondary and high-end liquor products has the growth space of volume and price rising.
The price has gone up again! Three reasons to allocate the cement sector covid-19 drug concept has attracted the attention of institutions
Shengang Securities believes that the cement market is still in its early stage and looks forward to a long rise. Looking back on the market after the Spring Festival over the years, the rise of cement has almost never been absent, and the rise continues for 5 weeks and 18 weeks. In the current macro environment, the allocation value of the cement sector is prominent for the following three reasons: steady growth is gradually realized under the support of wide credit, giving the cement sector valuation flexibility; Cement has the attribute of low value and high dividend, which belongs to the current market style preference and has the margin of safety.
Caissa Tosun Development Co.Ltd(000796) 3 connecting sector! Tourism sector is hot and hard to find! What is the commercial potential of sports IP?
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.
Eight brokerage theme strategies: four highlights of military industry in 2022! What are the stocks that have been wrongly killed in the five directions?
Zheshang Securities Co.Ltd(601878) said that the certainty of national defense is high. In 2022, it will enter the two wheel drive of “business cycle + asset integration”, “endogenous + extension”, “domestic demand + foreign trade” and “military products + civilian products”. The military industry index is expected to replicate the performance of the wind power index in the second half of 2021 in 2022, and the latter ranks first.
selected announcements of listed companies
Jiangsu Shentong Valve Co.Ltd(002438) : it plans to acquire the controlling stake of well-known valve enterprise Dewei
Jiangsu Shentong Valve Co.Ltd(002438) (002438) announced on February 14 that the company and Dewei valve casting (Suzhou) Co., Ltd. (hereinafter referred to as “Dewei shares”) signed a framework agreement on the intention to acquire the controlling interest of Dewei shares through the combination of share transfer and capital increase. Dewei Co., Ltd. is one of the well-known enterprises in China’s valve industry and a qualified supplier of many international large oil and gas enterprises. This transaction will help the company further develop market channels, enrich product lines, and accelerate the layout and expansion in overseas markets and petroleum and petrochemical fields.
Anhui Zhongding Sealing Parts Co.Ltd(000887) : become a leading new energy brand OEM supplier in China
Anhui Zhongding Sealing Parts Co.Ltd(000887) (000887) announced on February 14 that Zhongding shock absorber, a subsidiary of the company, recently received a notice from customers that the company has become a batch supplier of chassis lightweight assembly products for the new platform project of a new energy brand host factory in China. The life cycle of the project is 5 years, and the total amount of the life cycle is about 1.179 billion yuan.
Hoshine Silicon Industry Co.Ltd(603260) : it is proposed to invest 17.5 billion yuan in the construction of 200000 tons of high-purity polysilicon project
Hoshine Silicon Industry Co.Ltd(603260) (603260) announced on February 14 that it plans to invest 17.5 billion yuan to build the “silicon-based new material industry integration project of Xinjiang central Hoshine Silicon Industry Co.Ltd(603260) Co., Ltd. (high-purity polysilicon project with an annual output of 200000 tons)”. This investment is conducive to the company to create a new profit growth point.
Suzhou Good-Ark Electronics Co.Ltd(002079) : the proposed subsidiary focuses on high-end power semiconductor chips
Suzhou Good-Ark Electronics Co.Ltd(002079) (002079) announced on February 14 that the company plans to invest 100 million yuan to establish a wholly-owned subsidiary Suzhou Dexin Chip Technology Co., Ltd. (hereinafter referred to as “Suzhou Dexin”). The purpose of this investment is to extend and improve the company’s industrial chain through the construction of semiconductor chips and new electronic device production lines; Investment projects focus on high-end power semiconductor chips and chips needed by various new energy automobile industries.
Zhejiang Yongtai Technology Co .Ltd(002326) : the subsidiary plans to invest 400 million yuan to build an annual output of 150000 tons of electrolyte project
Zhejiang Yongtai Technology Co .Ltd(002326) (002326) announced on February 14 that in order to concentrate resources to develop the main business and form a relatively perfect electrolyte industry chain, the company has made a business transformation for its subsidiary Zhejiang Yongtai new energy, and plans to invest in a 150000 ton electrolyte construction project with a total investment of 400 million yuan and an estimated construction period of about one year. The company has laid out the core raw materials of electrolyte in two production bases in Fujian and Inner Mongolia, providing raw material guarantee for the implementation of Yongtai new energy electrolyte project.
Cubic Digital Technology Co.Ltd(300344) : signed a strategic cooperation framework agreement with Three Gorges power
Cubic Digital Technology Co.Ltd(300344) (300344) announced on February 14 that the company recently signed a strategic cooperation framework agreement with the Three Gorges power. The two sides intend to cooperate in the development of new energy projects and digital energy management services.
Shuangliang Eco-Energy Systems Co.Ltd(600481) : the subsidiary signed a 15.95 billion yuan monocrystalline silicon wafer sales contract
Shuangliang Eco-Energy Systems Co.Ltd(600481) (600481) announced on the evening of February 14 that the wholly-owned subsidiary Shuangliang silicon materials signed the single crystal silicon wafer procurement framework contract with Trina Solar Co.Ltd(688599) . The contract agreed that Trina Solar Co.Ltd(688599) is expected to purchase 1.892 billion single crystal silicon wafers from its subsidiary from 2022 to 2024, with an estimated sales amount of 15.95 billion yuan. In addition, Jiangsu Shuangliang new energy equipment, the holding subsidiary of the company, signed the reduction furnace equipment sales contract with Gansu Guazhou Baofeng silicon material development Co., Ltd., with a contract amount of 260 million yuan.
Suzhou Maxwell Technologies Co.Ltd(300751) : it is proposed to repurchase shares from 163 million yuan to 325 million yuan
Suzhou Maxwell Technologies Co.Ltd(300751) (300751) announced on February 14 that it plans to repurchase shares with RMB 163 million-325 million at a price of no more than 650 yuan / share. The repurchased shares are used for equity incentive or employee stock ownership plan.
Amoy Diagnostics Co.Ltd(300685) : it is proposed to repurchase shares of 100 million to 200 million yuan
Amoy Diagnostics Co.Ltd(300685) (300685) announced on February 14 that it is planned to repurchase shares at a price of 100 million yuan to 200 million yuan, with a repurchase price of no more than 95 yuan / share. The repurchased shares will be subsequently used to implement equity incentive or employee stock ownership plan.
Hengli Petrochemical Co.Ltd(600346) : cost 500 million yuan to implement the first share repurchase
Hengli Petrochemical Co.Ltd(600346) (600346) announced on February 14 that the Company repurchased 19.2896 million shares for the first time through centralized bidding transaction, accounting for 0.27% of the total share capital of the company, and the total amount paid was 503 million yuan.
Costar Group Co.Ltd(002189) : the proposed joint venture will research and develop cutting-edge technologies such as intelligent vision
Costar Group Co.Ltd(002189) (002189) announced on February 14 that the company and Hangzhou Zhiyuan Research Institute Co., Ltd. plan to jointly invest 300 million yuan to establish Costar Group Co.Ltd(002189) (Hangzhou) intelligent optoelectronics Co., Ltd. Among them, the company invested 180 million yuan in cash, accounting for 60% of the equity. The cooperation goal is to carry out the research, development and engineering verification of cutting-edge technologies and products in the R & D fields such as intelligent vision, system integration and intelligent security.
Lb Group Co.Ltd(002601) : trial production of phase I of the industrialization project of lithium ion battery materials with an annual output of 200000 tons
Lb Group Co.Ltd(002601) (002601) announced on February 14 that the production line of phase I (50000 tons per year) of the 200000 ton / year lithium ion battery material industrialization project invested and constructed by Longbai new materials, a wholly-owned subsidiary, has been completed and has entered the trial production stage. After the project is officially put into operation in the future, it will help the company form a more complete industrial system of new lithium battery materials and lay a foundation for the company to develop and produce positive and negative materials of new energy batteries; It will help the company to create new profit growth points.
Zangger Mining: it plans to subscribe for ultra shares to strengthen the layout of upstream lithium resources
Zangger mining (000408) announced on February 14 that the company plans to subscribe for 23 million units of directional additional shares of ultra company through the company or designated subject, with a total subscription price of 4.14 million Canadian dollars. After the additional shares, the company holds 19.47% of the shares of ultra company. The company indirectly holds the equity of ultra and its Laguna Verde Salt Lake Lithium project in Argentina. Laguna Verde Salt Lake Lithium project is still under exploration and construction.
Hongbo Co.Ltd(002229) : it plans to hold the new home intelligent cleaning service Siasun Robot&Automation Co.Ltd(300024) business of Guangzhou Keyu
Hongbo Co.Ltd(002229) (002229) announced on February 14 that the company plans to pay cash to purchase 51% equity of Guangzhou Keyu held by Baole shares. It is expected that the overall valuation of Guangzhou Keyu will not exceed 700 million yuan, and the corresponding 51% equity of Guangzhou Keyu will not exceed 357 million yuan. The transaction is expected to constitute a major asset restructuring. After the completion of the transaction, Guangzhou Keyu will become a holding subsidiary of the company, and the company will add R & D, production and sales of household intelligent cleaning services Siasun Robot&Automation Co.Ltd(300024) .
