Closing comprehensive review
A shares:
On February 14, A-Shares weakened again, and the three major stock indexes fell by more than 1% at one time. At the end of the day, they rose and the decline narrowed. As of the close, the Shanghai index fell 0.98%, the Shenzhen composite index fell 0.77% and the gem index fell 0.52%. In terms of sectors, the tourism sector rose sharply in the morning and fell back in the afternoon. At the close, there were still three consecutive boards such as the daily limit of several stocks, China United Travel Co.Ltd(600358) . Covid-19 pharmaceutical sector also rose sharply, Aba Chemicals Corporation(300261) and other stocks rose by 20%. CXO concept, lithium mine concept, hotel catering, culture, education and leisure, aviation, media and entertainment led the increase. Digital currency, insurance, securities, real estate, banking and power led the decline. More than 1.3 billion shares were traded on the stock market, down more than 15% on the stock market. About 90 stocks in the two cities rose by more than 10%. Several stocks such as Amethystum Storage Technology Co.Ltd(688086) fell by the limit.
Haitong Securities Company Limited(600837) pointed out that at present, the traditional industries with stable growth and undervalued value, such as banking, infrastructure and transportation, are mainly observed. Under the environment of stable growth and wide credit, the allocation of undervalued blue chips is more cost-effective, and the financial sector with strong performance certainty is safer. At the moment of market style switching, popular track stocks are facing increased liquidity pressure, but the probability of continuous sharp decline in the market is not high. Blind bottom reading is not recommended in the short term. Observe whether the first quarterly report of track stocks can get rid of the downward trend of profit growth, whether the continuous impact of external interest rate hikes can be weakened, and whether the market volatility can be stable before adding positions.
Hong Kong stocks:
All three major indexes of Hong Kong stocks fell. As of the close, the Hang Seng Index fell 1.41%, the red chip index fell 1.8% and the state-owned enterprise index fell 1.89%. Real estate, technology and power sectors led the decline, Zhengrong real estate fell by more than 15%, rongchuang China and China Olympic Park both fell by more than 10%. The development of pharmaceutical industry bucked the market and rose by more than 21%. Covid-19 Oral Medicine completed the first administration in China in phase III.
Asia Pacific Stock Market:
The Nikkei 225 index fell 2.23% and South Korea’s Kospi index fell 1.57%.
count a shares:
1. The turnover of the two markets was 862.457 billion yuan, down from 991.5 billion yuan on the previous trading day.
2. The total net sales of northbound funds were 3.788 billion yuan, including 1.37 billion yuan for Shanghai Stock connect and 2.418 billion yuan for Shenzhen Stock connect. The transaction amount of northbound funds was 99.435 billion yuan, accounting for 11.60% of the total transaction amount of a shares, and the trading activity decreased by 12.31%.
Hot spot focus
1. Passenger Union: retail sales of 347000 new energy vehicles in January, a year-on-year increase of 132%
On February 14, the passenger car market information joint meeting released data. In January this year, the retail sales of new energy vehicles reached 347000, a year-on-year increase of 132.0%.
2. Passenger Federation: the output of generalized passenger cars in January fell 16.9% month on month, lower than expected
On February 14, the data released by the passenger car market information joint meeting showed that in January, the output of broad passenger cars in China 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.
3, Shanghai Lingang Holdings Co.Ltd(600848) the new area ushered in a new round of national financial opening-up policy
According to the news of China Central Television, on February 14, Shanghai Lingang Holdings Co.Ltd(600848) the pilot of cross-border trade and investment high-level opening and foreign exchange management reform in the new area was officially launched, covering 9 capital account reform measures and 4 current account facilitation measures. The reporter learned that this is a new round of national financial opening-up policy ushered in by the Shanghai Lingang Holdings Co.Ltd(600848) new film after the “30 Financial articles”, which further realizes the integration of financial supervision with international rules.
4. The State Council issued the national emergency system plan for the 14th five year plan
The State Council issued the national emergency system plan for the 14th five year plan. Overall objective: by 2025, significant progress will be made in the modernization of emergency management system and capacity, an emergency management system with Chinese characteristics with unified command, both special and regular functions, sensitive response and linkage from top to bottom will be formed, a national emergency capacity system with unified leadership, consistent rights and responsibilities, authority and efficiency will be established, and the system and mechanism for preventing and resolving major security risks will be continuously improved, The construction of emergency rescue forces has been strengthened in an all-round way, the level of emergency management rule of law, scientific and technological informatization and comprehensive support capacity have been greatly improved, the situation of safe production and comprehensive disaster prevention and reduction has stabilized and improved, the level of natural disaster prevention has been significantly improved, and the ability of the whole society to prevent, respond to and deal with disasters has been significantly enhanced. By 2035, we will establish an emergency response system for a large country with Chinese characteristics that is compatible with the basic realization of modernization, fully realize legal, scientific and intelligent emergency response, and form a new emergency management pattern of co construction, CO governance and sharing.
5. Jiangxi: strive to achieve an operating revenue of 80 billion yuan for VR and related industries this year
According to Jiangxi Daily, recently, the reporter learned from the Department of science and technology of Jiangxi province that Jiangxi Province will position 2022 as a breakthrough year for the development quality of VR industry. This year, the operating revenue of VR and related industries in the province will strive to achieve 80 billion yuan; Create more than 10 industry-leading innovation platforms; Introduce and cultivate a group of VR high-end R & D talents, senior management talents and application innovation talents with reasonable structure, so as to provide intellectual support for the high-quality development of VR industry; Accelerate the realization of industrial scale applications in the fields of education, culture and tourism, health and other fields in the province.
6. Business society: the demand of cement market is recovering, mainly rising in a short time
According to the monitoring of business agency, the cement market in East China has risen recently, with the price of 510 yuan / ton at the beginning of the week and 520 yuan / ton at the weekend, an increase of 1.96%, the current price has decreased by 5.45% month on month, and the current price has increased by 3.96% year-on-year. After the Spring Festival, the weather is not good. There are more rain and snow in East China, and the resumption of construction site is slow. However, the inventory of cement market is low, and the cement market in East China rises tentatively. According to the prediction of the business society, with the arrival of spring, the cement market demand is recovering. In a short time, the cement market is mainly rising.
Company news
1, 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.
2, Wuxi Taiji Industry Limited Corporation(600667) : pre winning SMIC Shaoxing phase II wafer manufacturing project
Wuxi Taiji Industry Limited Corporation(600667) (600667) announced on February 14 that the subsidiary No. 11 technology pre won the factory process support system project of SMIC Shaoxing phase II wafer manufacturing project (phase I), with a bid price of 1.229 billion yuan. At the same time, the company issued a performance express. In 2021, it achieved an operating revenue of 24.267 billion yuan, a year-on-year increase of 35.98%; The net profit was 901 million yuan, a year-on-year increase of 8.21%; The basic earnings per share is 0.43 yuan.
3, Harbin Xinguang Optic-Electronics Technology Co.Ltd(688011) : sign a 36 million yuan infrared imaging optical lens product contract
Harbin Xinguang Optic-Electronics Technology Co.Ltd(688011) (688011) announced on February 14 that the company recently signed a product production contract with a unit on XX long wave infrared imaging optical lens, with a contract amount of 36 million yuan. The contract signed this time indicates that the company’s technical ability in the field of optical guidance continues to be recognized and trusted by customers, and further strengthens the company’s industry position of exclusive supply of this weapon and equipment model.
4, Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) performance express: net profit in 2021 increased by 197.83% year-on-year
Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) (603392) released the performance express on February 14. In 2021, the operating revenue was 5.75 billion yuan, a year-on-year increase of 144.25%; The net profit was 2.016 billion yuan, a year-on-year increase of 197.83%; The basic earnings per share is 3.32 yuan.
5, Hengli Petrochemical Co.Ltd(600346) : cost 500 million yuan to implement the initial 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.
6. Honeycomb energy responded to “being sued by Contemporary Amperex Technology Co.Limited(300750) “: the company actively prepared to respond to
Some media reported that ” Contemporary Amperex Technology Co.Limited(300750) filed a lawsuit against honeycomb energy for unfair competition”. In this regard, honeycomb energy responded to the reporter of securities times · e company that it has paid attention to relevant media reports and the company has been operating legally and in compliance. The relevant departments of the company are actively preparing for a court session to respond to the lawsuit. I believe that the law will have a fair judgment.
