Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors' reference.
The gem index rose more than 3%, and the new energy, chip and medical sectors strengthened
The three major A-share indexes collectively closed up today, with the Shanghai index rising 0.50% to close at 3446.09 points; The Shenzhen Component Index rose 1.69% to close at 13345.63 points; The gem index rose 3.09% to close at 2816.44. The market turnover reached 827.5 billion yuan, the industry sector rose and fell, the new energy, chip and medical sector strengthened, and the tourism hotel, airport and coal industry led the decline.
The three positive factors suddenly broke out the 7.7 trillion asset limit tide! What happened to the great news from King Ning?
Today, the most beautiful person in the A-share market is undoubtedly the Zhejiang sector. Nearly 20 stocks in the whole sector rose by the limit or more than 10%. As of the closing, the turnover of the whole sector exceeded 85 billion yuan. Will Zhejiang sector become the first tuyere in the year of the tiger? Analysts believe that further observation may be needed. Strong cycle sectors began to callback. It is precisely because of the callback of such sectors that Contemporary Amperex Technology Co.Limited(300750) such growth stocks have a chance to breathe.
Oversold track stocks welcome the rebound, and the market style begins to switch?
Today's oversold track stocks ushered in a rebound, while the recent high-level theme stocks continued to adjust, and the recently active tourism sector led the decline sharply today. Among them, the cro concept led the rise of the two cities, Wuxi Apptec Co.Ltd(603259) rose by the limit, Chengda pharmaceutical rose by 20% again, Joinn Laboratories (China) Co.Ltd(603127) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) rose by the limit successively. When the growth track ushered in a rebound, there was a differentiation trend in the "valuation repair" sectors such as infrastructure, real estate, banking and tourism, as well as the digital currency sector.
Dragon and tiger list: 87 million rush to raise, Chengda pharmaceutical institutions net buy 7 shares
On February 15, among the stocks on the list, Chengda pharmaceutical had the largest net capital inflow, with a net inflow of 87.1173 million yuan on the third day. The data showed that the stock had a large daily limit of 20cm, up 35.21% in the past three days. The top net inflow of funds was CITIC Shanghai Liyang Road, which bought 79.4133 million yuan on the third day. A total of 22 stocks were involved in the institutional participation in the dragon and tiger list, of which 7 were net bought by the institution and Thinkon Semiconductor Jinzhou Corp(688233) was the most bought, amounting to 94.8682 million yuan. In addition, 15 shares were sold by institutions, and Porton Pharma Solutions Ltd(300363) was sold the most, amounting to 223 million yuan.
Resumption of 68 trading stocks: Jinghua Pharmaceutical Group Co.Ltd(002349) 2 board Wuxi Apptec Co.Ltd(603259) trading limit Guangdong Advertising Group Co.Ltd(002400) broken board
Today (February 15), the three major indexes rebounded. The turnover of the two cities was 827.5 billion, a decrease of 35 billion compared with the previous trading day. On the disk, track stocks rebounded, with cro, chip, education, power equipment and other sectors leading the rise; Tourism, airport shipping, coal, oil and gas, real estate and other sectors led the decline. A total of 68 shares rose by the daily limit today, 29 shares less than the daily limit of 97 shares on the previous trading day. Among the Shenwan level industries, power equipment and beauty care led the rise in the two cities.
Gem index rose more than 3% Fujian Kuncai Material Technology Co.Ltd(603826) and other two stocks hit a record high
On February 15, the Shanghai stock index closed at 3446.09 points, up 0.50%; Shenzhen composite index closed at 13345.63 points, up 1.69%; The gem index closed at 2816.44 points, up 3.09%. According to the data of China stock market news choice, the intraday share prices of two stocks hit an all-time high today, including Fujian Kuncai Material Technology Co.Ltd(603826) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) . Data show that today, the intraday share prices of 18 stocks hit a record low, including Shengyi Electronics Co.Ltd(688183) .
blockbuster news
Xi Jinping : strengthen legislation in important areas such as national security and accelerate the pace of legislation in areas such as digital economy
The fourth issue of Qiushi magazine, which will be published on February 16, will publish the important article "adhere to the road of socialist rule of law with Chinese characteristics and better promote the construction of socialist rule of law system with Chinese characteristics" by the general secretary of the CPC Central Committee, the president of the state and the chairman of the Central Military Commission. The article points out that we should speed up legislation in key areas. We will strengthen legislation in important areas such as national security, accelerate the pace of legislation in areas such as the digital economy, and strive to improve the legal system urgently needed for national governance and to meet the growing needs of the people for a better life. Give play to the role of ruling the party according to regulations as a political guarantee for the development of the cause of the party and the state, and form a pattern in which national laws and inner-party regulations complement each other.
National Standing Committee: accelerating the construction of new infrastructure and expanding effective investment
Premier Li Keqiang presided over the executive meeting of the State Council on February 14, listened to the report on the handling of the proposals of the two sessions of the country in 2021, and asked to gather wisdom to do a good job in the government work this year; Determine measures to promote the steady growth of the industrial economy and the relief and development of industries with special difficulties in the service industry. The meeting pointed out that industry and service industry are the backbone support for economic development and stable employment. At present, the stable recovery trend of industrial economy is still not firm, and there are some special difficult industries in the service industry due to the impact of the epidemic. In the near future, we should speed up the introduction of measures to increase assistance.
National Standing Committee: continue to ensure supply and price stability of bulk commodities and maintain basic price stability
Li Keqiang chaired the executive meeting of the State Council. The meeting stressed the need to accurately do a good job in normalized epidemic prevention and control, and attach great importance to solving the constraints in economic operation in the face of the complex situation outside China. We will continue to ensure the supply and price stability of bulk commodities and maintain basic price stability. We will ensure food and energy security and support coal and power enterprises to make more efforts. We will make good preparations for further policies to help enterprises to rescue themselves and enhance the driving force of economic development.
Russia withdrew its troops on its own initiative, and the global stock market welcomed the rebound. Has the Russian Ukrainian war evaporated?
On Tuesday local time (February 15), Interfax quoted the Russian Defense Ministry as saying that the troops of the western and southern military regions of Russia had completed the exercise and were returning to the base by rail and road. Interfax also stressed that Russia had no plan to invade Ukraine. The news eased the tense situation between Russia and Ukraine, and the global market rebounded immediately.
Supreme Procuratorate: continue to intensify the crackdown on Securities Crimes
Zheng Xinjian, director of the fourth procuratorial Office of the Supreme People's Procuratorate, said in an interview on the 15th that in recent years, procuratorial organs have continued to strengthen the crackdown on securities crimes. From January to November 2021, procuratorial organs across the country prosecuted 211 securities and Futures Crimes, a year-on-year increase of 90.1%. Zheng Xinjian introduced that on September 18, 2021, after the establishment of the procuratorial Office of the Supreme People's Procuratorate in the China Securities Regulatory Commission, the Supreme People's Procuratorate cooperated with the China Securities Regulatory Commission and the Ministry of public security to carry out special law enforcement actions against securities crimes, releasing the strong signal of "zero tolerance" of procuratorial organs to the capital market.
Guangdong Provincial People's Government: high standard construction of Guangzhou futures exchange
One belt, one road, was issued by the Guangdong Provincial People's government to inform the Guangdong on the measures to promote the reform and innovation of trade and investment facilitation in the pilot free trade zone of Guangdong. The circular requires that the linkage between the futures exchange and the Hongkong exchange and the Shenzhen stock exchange be strengthened to attract international investors to play an important platform for the development of high quality services, the big bay area and the "one belt and one road" construction in Guangdong, Hong Kong and Macao.
Further enrich commodity futures varieties and promote the research and listing of characteristic futures varieties that meet the development needs of Guangdong pilot free trade zone.
Iron ore futures fell by the limit! The three departments held a meeting to warn iron ore trading enterprises against malicious speculation, hoarding and driving up prices
In February 15th, the official account of WeChat public of the State Administration of Market Supervision issued a document saying that in view of the recent abnormal fluctuations in iron ore prices, the market supervision department, the price supervision Competition Bureau, the State Development and Reform Commission Price Division and the Futures Commission of the securities and Futures Commission jointly held a meeting to understand in detail the port inventory changes in iron ore trading enterprises and the participation in the iron ore spot trading. Remind and warn relevant enterprises not to fabricate and publish false price information, and not to maliciously hype, hoard and bid up prices. Call on relevant state-owned enterprises to take the initiative to bear social responsibility and help the government to ensure supply and stabilize prices.
individual stocks in hot sector
The price of natural gas outside China rose by more than 30% in seven days, and the list of performance high growth concept stocks was released
According to the research report, natural gas, as an excellent transitional energy, plays a very important role in the transformation of China's energy structure under the background of double carbon. Not long ago, natural gas futures was officially approved by the CSRC and is accelerating the listing work. After the listing of natural gas futures, it will help to form China's natural gas benchmark price and reduce the impact of international natural gas price fluctuations on China's commodity prices.
Chengda pharmaceutical two connected boards! Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Wuxi Apptec Co.Ltd(603259) and other trading CXO concepts are too popular!
Zheshang Securities Co.Ltd(601878) pointed out that the stock price of CXO sector fluctuated greatly from 2021 to 2022: it was mainly affected by the following factors. 1) Policy: medical insurance negotiation, CDE regulatory policy, trade conflict. 2) Investment and financing: the monthly fluctuation is large, and Hong Kong stocks break. It is worried that the deterioration of investment and financing will lead to the decline of new orders signed by CXO. Under the above disturbance, the bottom of CXO valuation gradually appears. At present, the CXO sector is generally at the bottom of historical valuation. Under the prospect of continuous external catalysis, continuous improvement of internal operation quality and recognition of overseas key customers, we are optimistic about the CXO market.
"Drinking and taking medicine" helps the construction sector become the protagonist! Zhejiang Construction Investment Group Co.Ltd(002761) evil Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) 20cm limit
Guosheng securities mentioned that according to the short-term real estate data, the new construction and sales remain weak, and the completion remains resilient. In the follow-up, it is expected that the pressure on the demand side will still be reflected. On the profit side, the pressure on the cost side is expected to be relieved with the price transmission, product structure adjustment and the decline of raw material prices; At the valuation level, most consumer building materials targets are already in the lower limit of the historical valuation range, and the valuation repair needs to continuously track the marginal changes of policies.
The theme strategy of the eight securities companies: "taking medicine" market is booming again! CXO, traditional Chinese medicine, medical devices and other subdivisions
AVIC Securities said that in the long run, with the continuous promotion of the procurement of drugs and consumables, enterprises with high safety margin, strong innovation ability, rich product pipelines and good competition pattern are expected to continue to benefit in the long cycle. It is suggested to continue to focus on the industrial chain of innovative drugs, high-end medical devices, medical services and medical consumption, At the same time, tap the second-line blue chips with relatively low valuation.
selected announcements of listed companies
Sunfly Intelligent Technology Co.Ltd(300423) : the applicable models of subsidiaries' products enter the catalogue of models recommended by the Ministry of industry and information technology
Sunfly Intelligent Technology Co.Ltd(300423) (300423) it was announced on February 15 that a fuel cell dump truck model of Foshan Feichi Automobile Technology Co., Ltd. entered the catalogue of recommended models for the promotion and application of new energy vehicles (the first batch in 2022) issued by the Ministry of industry and information technology. The fuel cell dump truck is equipped with the fuel cell engine launched by Shenghui new energy Co., Ltd., a holding subsidiary of the company. This matter will help drive the sales of Shenghui new energy fuel cell engine.
Beijing Creative Distribution Automation Co.Ltd(002350) : it is proposed to set up a secondary subsidiary to implement the roof photovoltaic power generation project
Beijing Creative Distribution Automation Co.Ltd(002350) (002350) announced on February 15 that new energy technology, a wholly-owned subsidiary of the company, plans to set up a wholly-owned secondary subsidiary Gu'an Kerui new energy Co., Ltd. at a price of 5 million yuan. Gu'an Kerui is a project company. After its establishment, it will implement the roof photovoltaic power generation project in the plant construction of about 177000 square meters of Yungu (Gu'an) Technology Co., Ltd. The estimated installed capacity of the project is 26.35mw, and 550WP monocrystalline silicon photovoltaic modules are proposed.
mubang high tech: it plans to acquire haoan energy's newly added photovoltaic silicon wafer and silicon rod business
Mubang high tech (603398) disclosed the major asset restructuring plan on February 15. The company plans to pay cash to acquire 100% equity of Inner Mongolia haoan Energy Technology Co., Ltd. jointly held by Zhang Zhongan and Yu Jumei, with a tentative transaction price of 1.1 billion yuan. After the completion of the transaction, the company's main business will increase the R & D, production and sales of photovoltaic silicon wafers and silicon rods. Meanwhile, the company plans to raise no more than 2.415 billion yuan through non-public offering of shares for the acquisition of 100% equity of hao'an energy, 10000 t / a intelligent silicon purification and recycling project and supplement working capital.
Sino Geophysical Co.Ltd(300191) : signed a major contract of South China Sea 2205 with CNOOC
Sino Geophysical Co.Ltd(300191) (300191) announced on the 15th that after completing the joint research of block 22 / 05 in the South China Sea, the company's overseas wholly-owned company, smart oil, signed a 30-year product sharing contract with CNOOC on the 15th - the oil contract in the South China Sea 22 / 05 contract area. Smart oil has become the operator of exploration, development and production in the contract area. Smart oil enjoys 100% of the exploration rights and interests of the block within 6 years of the exploration period, and will carry out oil and gas exploration. If there is commercial oil and gas discovery in the contract area, smart oil enjoys 49% of the exploitation rights and interests, and the production period is 15 years.
Zbom Home Collection Co.Ltd(603801) : it is proposed to buy back shares from 55 million yuan to 109 million yuan
Zbom Home Collection Co.Ltd(603801) (603801) announced on February 15 that the company plans to repurchase shares with 55 million yuan to 109 million yuan, and the repurchase price shall not exceed 35 yuan / share. All the shares repurchased will be used for equity incentive.
Ningbo Orient Wires & Cables Co.Ltd(603606) : won the bid for the 1.39 billion yuan offshore wind power submarine cable EPC project
The bid winning amount of 220kV (603.9 billion yuan) and 220kV (603.2 billion yuan) laying project of Qingyang and Shanghai wind power plants was announced on June 13, with a total bid winning amount of 606.2 billion yuan.
Share increase plan of the company: 123567}
Cre8 Direct (Ningbo) Co.Ltd(300703) (300703) announced on February 15 that Qin Zeming, chairman of the board of supervisors of the company, increased his shareholding of 10000 shares of the company by means of centralized bidding trading on February 15. Its follow-up plan is to increase its holdings of the company's shares through centralized bidding trading from February 15 to August 14, and it is planned to continue to increase its holdings by no less than 10000 shares (including 10000 shares).
Guangdong No.2 Hydropower Engineering Company Ltd(002060) : signed cooperation agreements with Wuhai municipal government to invest in the hydrogen power industry chain
Guangdong No.2 Hydropower Engineering Company Ltd(002060) (002060) announced on the 15th that recently, the company signed a strategic cooperation framework agreement with Wuhai municipal government of Inner Mongolia Autonomous Region and Jiangsu Xingbang technology to invest in the hydrogen and electricity industry chain, mainly including: establishing an international academician future zero hydrocarbon energy science and innovation center; Build two carbon neutral hydrogen power industrial parks; Build three industrial clusters in the upstream, middle and downstream; Jointly introduce central enterprises, local state-owned enterprises, financial institutions and social capital, set up a hydrogen energy green financial service platform, and plan to invest 2 billion yuan to improve the financial service system of hydrogen energy industry; The hydrogen power development plan will closely follow the integration and high standards, and complete the implementation of the overall industrial chain in three years, with an estimated total investment of 16.8-18.8 billion yuan.
Wuhan Nusun Landscape Co.Ltd(300536) : a joint venture is proposed to explore the development of power management integrated circuits and other fields
Wuhan Nusun Landscape Co.Ltd(300536) (300536) announced on February 15 that Wuhan Xinlian Microelectronics Co., Ltd., a wholly-owned subsidiary of the company, plans to establish a joint venture with Shenzhen zhongzi Information Technology Co., Ltd., and use the joint venture to jointly develop, produce and sell electronic components such as power management integrated circuit chips and power semiconductor modules. This investment aims to explore the development of the company in the field of power management integrated circuits and power semiconductors.
