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 indexes of A-Shares fluctuated and sorted out, and the infrastructure sector set off a wave of limit trading
The three major A-share indexes maintained a shock consolidation trend throughout the day, and finally the Shanghai index closed up 0.57% to close at 3465.83 points; The Shenzhen Component Index rose 0.23% to close at 13376.36 points; The gem index rose 0.07% to close at 2818.40. The market turnover reached 807 billion yuan, most of the industry sectors closed up, and the infrastructure sector set off a rising tide. The decoration, cement building materials and chemical fertilizer industries led the rise, while the precious metal industry led the decline.
More than 3500 stocks rose! Funds returned to a high level, which caused a frenzied rise in the sector
Today, the index closed up across the board, with more than 3500 stocks rising in the two cities. On the sector, infrastructure stocks were strong all day, and the sector lifted the limit tide, with more than 20 stocks trading. In addition, the industrial machine, Cixin, rare earth permanent magnet, electric power, covid-19 treatment and other sectors are active in turns, and the hot spots of the sectors rotate rapidly. Infrastructure sector and digital currency sector are the two most active mainlines this month. When the growth track rebounded yesterday, there was a differentiation trend in both directions, but the status of the mainline has not changed yet.
Zhejiang Construction Investment Group Co.Ltd(002761) double in 8 days! Capital construction stocks lift the limit tide again, and the policy warm air is frequent. Institutions recommend five subdivided industrial chains
On February 16, the infrastructure sector rushed into the market again, and individual stocks also set off a wave of limit trading. As of the closing, the sector index rose by more than 4%. In terms of individual stocks, Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) , Hanjia Design Group Co.Ltd(300746) , Hualan Group Co.Ltd(301027) 20cm limit, Palm Eco-Town Development Co.Ltd(002431) , Suzhou Thvow Technology Co.Ltd(002564) , Chengdu Road & Bridge Engineering Co.Ltd(002628) , Chengbang Eco-Environment Co.Ltd(603316) , Yuancheng Environment Co.Ltd(603388) , Shenzhen Qixin Group Co.Ltd(002781) , Zhengping Road & Bridge Construction Co.Ltd(603843) , Zhejiang Construction Investment Group Co.Ltd(002761) , Huitong group and other nearly 20 stocks rose. Among them, Zhengping Road & Bridge Construction Co.Ltd(603843) was promoted to 5-board, Zhejiang Construction Investment Group Co.Ltd(002761) won 8-day 7-board, Huitong group won 8-day 6-board, and China Haisum Engineering Co.Ltd(002116) won 8-day 5-board.
Dragon and tiger list: 126 million rush to raise Aba Chemicals Corporation(300261) foreign capital net buy 2 shares, institutions net buy 5 shares
On February 16, Aba Chemicals Corporation(300261) , with a net capital inflow of 126 million yuan, was the largest among the dragon and tiger stocks on the list. The data showed that the stock had a 20cm large daily limit, and the turnover rate throughout the day was 17.62%. The top net inflow of funds was CICC Shanghai Branch, which bought a net 53.0741 million yuan. There were 20 stocks involved in the institutional participation in the dragon and tiger list, of which 5 stocks were net bought by the institution, and Chengda pharmaceutical was the most bought, amounting to 29.5964 million yuan. In addition, 15 shares were sold by institutions, and Zhejiang Dingli Machinery Co.Ltd(603338) was sold the most, with 380 million yuan.
Resumption of 83 trading limit shares: Hengbao Co.Ltd(002104) high first board Zhejiang Construction Investment Group Co.Ltd(002761) 8 days 7 board Innuovo Technology Co.Ltd(000795) fried board
Today (February 16), the three major indexes continued to rebound, and the Shanghai index was relatively strong, but the turnover of the two cities was 807.1 billion, a decrease of 20.4 billion compared with the previous trading day. On the disk, the industrial machine, architectural decoration, registered secondary new, rare earth permanent magnet and other sectors led the rise, while precious metals, pork, oil and gas exploitation, digital currency, military industry and other sectors led the decline. Today, a total of 83 shares rose by the daily limit, an increase of 15 shares compared with the daily limit of 68 shares on the previous trading day.
Capital construction stocks rose to record highs, including Fujian Kuncai Material Technology Co.Ltd(603826) , Shenzhen Water Planning & Design Institute Co.Ltd(301038)
On February 16, the Shanghai stock index closed at 3465.83 points, up 0.57%; Shenzhen composite index closed at 13376.36 points, up 0.23%; The gem index closed at 2818.40 points, up 0.07%. 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) , Shenzhen Water Planning & Design Institute Co.Ltd(301038) .
blockbuster news
The State Council printed and distributed the notice on carrying out the third national soil survey
Recently, the State Council issued the notice on carrying out the third national soil survey, which decided to carry out the third national soil survey from 2022 and use four years to comprehensively find out the soil quality of agricultural land. The circular specifies that the census objects are the soil of agricultural land such as cultivated land, garden land, forest land and grassland and some unused land.
The Ministry of agriculture and rural areas talks about the reduction and substitution of feed soybean meal: reducing the dependence on imported soybean and consolidating the development foundation of breeding industry
The person in charge of the relevant departments and bureaus of the Ministry of agriculture and rural areas talked about the reduction and substitution of feed soybean meal: experts estimated that if the policies are effective and the measures are in place, the breeding industry can also reduce the soybean meal by more than 23 million tons, equivalent to reducing the demand for soybean by nearly 30 million tons, equivalent to the soybean output of 230 million mu of cultivated land. First, promote low protein diet technology, and there is room for 15 million tons of reduction. Second, tap and utilize existing resources, and there is still 7 million tons of substitution potential. Third, increase the supply of high-quality forage and reduce the demand for 1 million tons of soybean meal.
CPI falls below "1" pork price plummets by 41.6% migrant workers' "freedom to eat meat" is coming?
On the morning of February 16, the National Bureau of statistics released the CPI (consumer price index) data for January 2022. Data show that in January 2022, the national consumer price rose by 0.9% year-on-year, down 0.6 percentage points from the previous month. One of the main reasons for the fall of CPI data in January is that pig prices "fell endlessly".
In two days, financial institutions throw out 15 billion M & A plans. Will the wind direction of real estate financing change?
Ping An Bank Co.Ltd(000001) it is planned to launch the issuance of the first phase of 5 billion yuan real estate M & a theme bonds in the near future, and the raised funds are specially used for the investment of M & A loans for real estate projects. For some time, real estate enterprises have continued to expand the financing related to M & A, Grandjoy Holdings Group Co.Ltd(000031) , China Resources Land, China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) and other relevant measures have been taken. Some industry experts told reporters that "the pace of asset disposal of some problematic real estate enterprises will be accelerated, and the debt disposal will be accelerated while recovering the cash flow".
The policy of attracting foreign investment is expected to increase after a good start
Experts believe that the current global covid-19 pneumonia epidemic is still repeated, the international industrial chain supply chain is deeply reconstructed, the situation of transnational investment is still severe, and the steady start of absorbing foreign capital also faces great challenges. The policy of stabilizing foreign investment is expected to increase, some new measures will be launched one after another, and the absorption of foreign investment in the first quarter is expected to maintain a good trend.
In January, the auto market made a "good start": the new energy sales of 8 auto enterprises doubled, and some joint venture brands showed signs of recovery
In the first month of 2021, a number of mainstream listed auto companies ushered in a "good start" in sales. Among the 15 auto enterprises counted by the financial Associated Press, 10 auto enterprises achieved year-on-year sales growth in January, accounting for two-thirds. At the same time, the new energy vehicle market is still booming. Eight auto enterprises including Dongfeng Group, Guangzhou Automobile Group Co.Ltd(601238) , Geely Automobile, Byd Company Limited(002594) , Chongqing Sokon Industry Group Stock Co.Ltd(601127) , Xiaopeng automobile, ideal automobile and Lifan Technology(Group)Co.Ltd(601777) have achieved three digit year-on-year growth.
hot sector stocks
A-share "medicine" can't stop! Commercial potential analysis of Bing dwen dwen IP
Bing dwen dwen pointed out that the "ice pier pier" is hot to verify the value of sports IP and is concerned about the driving effect of the Winter Olympic Games on the IP industry chain. After Bing dwen dwen Bing dwen dwen, the Wuxi Online Offline Communication Information Technology Co.Ltd(300959) , "the" ice block pier "," the Beijing Olympic Games "will be further expanded to the Winter Olympic Games. The icy pier will also be successful in the Olympic Games, and the ICU pier will be a phenomenal IP based on its favorite image, proving the commercial potential of the sports IP in the Olympic Games. The IP is also a" hot spot ".
The concept of computing power broke out! Growth space geometry? NFT concept into a bull stock concentration camp! Carding of core targets
Citic Securities Company Limited(600030) indicates that the construction of computing network can provide a large number of construction needs for infrastructure and network nodes. At the same time, the computing power network can provide operators with tradable computing power vouchers. Operators are expected to realize the transformation from "pipeline operation" to "computing power operation". Under the background of increasing demand for computing power, it is expected to fully open the growth space.
Eight major brokerage theme strategies: game "stable growth" window period! Which infrastructure leaders have potential?
Guosen Securities Co.Ltd(002736) said that given that the current industry operation is in the post holiday resumption stage in the off-season, the final strength and elasticity of "stable growth" cannot be falsified, and the market has entered a better window period of "stable growth" in the game of "traditional economic growth kinetic energy", it is suggested to focus on relevant varieties with capital construction and real estate demand and high safety margin.
selected announcements of listed companies
Yongyue Science&Technology Co.Ltd(603879) : it is proposed to establish a subsidiary to expand the new business of unmanned technology
Yongyue Science&Technology Co.Ltd(603879) (603879) announced on February 16 that it plans to invest 25 million yuan to establish a wholly-owned subsidiary Yancheng Yongyue Intelligent Equipment Co., Ltd., which is committed to the R & D and production of UAV, unmanned vehicle, intelligent Siasun Robot&Automation Co.Ltd(300024) and other technologies. The company's main business focuses on the R & D, production and sales of synthetic resin. This time, it plans to invest in the R & D and production of unmanned technology industry, which has the risk that the new business expansion is not as expected.
Haili wind power: it is proposed to invest 1 billion yuan in the high-end wind power equipment manufacturing project
Haili wind power (301155) announced on February 16 that it signed the project construction agreement with the Management Committee of Rudong Coastal Economic Development Zone, Jiangsu Province. It plans to invest in a high-end wind power equipment manufacturing project, with a total investment of about 1 billion yuan and a construction period of 24 months. Jiangsu Offshore Engineering Co., Ltd. will invest 52.5 billion yuan, accounting for 52.5% of the registered capital of the wholly-owned subsidiary of China Wind Engineering Co., Ltd,
Tbea Co.Ltd(600089) : sign 1GW photovoltaic power generation and supporting project investment framework agreement
Tbea Co.Ltd(600089) (600089) announced on February 16 that the holding company Tbea Co.Ltd(600089) Xinjiang new energy Co., Ltd. signed the investment framework agreement with Hongdong county government and Shanxi Huaxiang Group Co.Ltd(603112) (603112) to cooperate in the development and construction of Hongdong 1GW photovoltaic power generation project and supporting photovoltaic support project. The total investment of the project is 4.3 billion yuan, including 4 billion yuan for 1GW photovoltaic power station.
Yunnan Yuntianhua Co.Ltd(600096) : sign the cooperation agreement for the whole industry chain project of new energy battery
Yunnan Yuntianhua Co.Ltd(600096) (600096) announced on the evening of the 16th that the company signed the cooperation agreement on the whole industry chain project of new energy batteries with Yuxi Municipal government, Yunnan Energy New Material Co.Ltd(002812) , Eve Energy Co.Ltd(300014) and Huayou holdings, and agreed that all parties would jointly establish two joint ventures in Yuxi City. After obtaining the exploration and mining rights through the joint venture, the company would jointly mine mineral resources, carry out mineral deep processing, joint research and development Produce and sell new energy batteries and upstream and downstream materials of new energy batteries, drive the construction of new energy battery industry chain, and jointly promote the formation of the whole industrial chain cluster of new energy batteries in Yuxi City. According to the preliminary agreement, the company holds 17% equity of the proposed new joint venture.
Jinko Power Technology Co.Ltd(601778) : it is proposed to sign a cooperation framework agreement with related party Jingke energy
Jinko Power Technology Co.Ltd(601778) (601778) announced on February 16 that the company plans to build seven roof distributed photovoltaic power station projects and one energy storage project in the plant area of the affiliated company of Jingke energy. The power generation / discharge capacity of the project is preferentially sold to Jingke energy and its affiliated companies, and the components required for project construction are preferentially purchased from Jingke energy under the same conditions. The company plans to sign the cooperation framework agreement with Jingke energy on the cooperation of the above projects.
Aupu Home Style Corporation Limited(603551) : it is proposed to repurchase shares of 100 million to 200 million yuan
Aupu Home Style Corporation Limited(603551) (603551) announced on February 16 that it is planned to repurchase shares with 100 million yuan to 200 million yuan, and the repurchase price shall not exceed 15 yuan / share. The repurchased shares are intended to be used for equity incentive.
Sichuan Yahua Industrial Group Co.Ltd(002497) : core expects to provide lithium concentrate for the company in the fourth quarter
Sichuan Yahua Industrial Group Co.Ltd(002497) (002497) on February 16, it disclosed the progress of signing the lithium concentrate off purchase agreement with Australian core company: at present, core company has started mining construction as planned, and it is expected to provide lithium concentrate for the company in the fourth quarter of this year according to the agreement. On the 16th, the company signed a supplementary agreement to the off purchase agreement with the wholly-owned subsidiary of core company, adjusting the reference price and maximum price of lithium concentrate in the original agreement. The adjustment of the highest price makes some lithium concentrates of the company have great cost advantages. The successive output of lithium concentrates of core company will open up another stable raw material supply channel for the company.
Nyocor Co.Ltd(600821) : it is proposed to raise no more than RMB 3.994 billion for overweight photovoltaic power station project
Nyocor Co.Ltd(600821) (600821) announced on February 16 that it is planned to raise no more than 3.994 billion yuan through non-public offering of shares for the construction of six photovoltaic power station projects such as Guigang 200mwp agricultural light storage complementary project, and supplement working capital. Nyocor Co.Ltd(600821) at the same time, the performance express was disclosed. In 2021, the operating revenue was 1.908 billion yuan, a year-on-year increase of 40.61%; The net profit was 406 million yuan, a year-on-year increase of 620.56%; The basic earnings per share is 0.29 yuan.
