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 closed higher, and the new energy and gold sectors rose sharply
The three major A-share indexes collectively closed up today, with the Shanghai index rising 0.06% to close at 3468.04 points; The Shenzhen Component Index rose 0.35% to close at 13422.90; The gem index rose 0.76% to close at 2839.83. The market turnover reached 908.8 billion yuan, the industry sector rose less and fell more, lithium, wind power, photovoltaic and other new energy tracks rose sharply, gold, chemical fertilizer and environmental protection sectors led the rise, while tourism hotels, cultural media and education sectors led the decline.
470000 yuan / ton! The lithium sector broke out collectively! It’s about new energy vehicles
On the morning of February 17, some media reported that the sales agreement price of electronic lithium carbonate bill of lading reached 470 yuan / kg. On February 17, the lithium sector collectively “erupted”, Tianqi Lithium Corporation(002466) , Youngy Co.Ltd(002192) , Sinomine Resource Group Co.Ltd(002738) , Jinyuan Ep Co.Ltd(000546) , Yongxing Special Materials Technology Co.Ltd(002756) , East China Engineering Science And Technology Co.Ltd(002140) and so on impacted the daily limit one after another, and the whole sector was red. Industry insiders believe that the recent “soaring” price of lithium carbonate is mainly due to the fact that the new production capacity has not been put into operation and the tightening of overseas lithium mine development.
Oversold and rotation style is distinct! Track stocks back to the mainstream? The fried board rate of the two cities is nearly 50%! This Zhejiang stock market has a 9-day 8-day board
Today, the index rose slightly, but the mood fell sharply. Nearly 3000 stocks in the two cities fell, and the fried board rate was nearly 50%. On the sector, the track sector led by lithium battery rebounded, other track sectors such as photovoltaic, wind power and chips were also active, and the risk avoidance sector was active in the afternoon. In terms of decline, infrastructure stocks were divided throughout the day, and the digital currency sector rose and fell for adjustment.
Dragon and tiger list: 446 million rush to raise Tianqi Lithium Corporation(002466) foreign capital net buys 3 shares and institutions net buys 9 shares
On February 17, Tianqi Lithium Corporation(002466) , with a net capital inflow of 446 million yuan, was the largest among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 7.65% throughout the day. The top net inflow of funds was Guotai Junan Securities Co.Ltd(601211) Ningbo Caihong North Road, with a net purchase of 195 million yuan, Guotai Junan Securities Co.Ltd(601211) Shanghai Xinzha Road, with a net purchase of 181 million yuan, and Guotai Junan Securities Co.Ltd(601211) Shanghai Branch, with a net purchase of 144 million yuan.
Resumption of 62 trading limit shares: Zhejiang Construction Investment Group Co.Ltd(002761) 9-day 8 board Yunnan Yuntianhua Co.Ltd(600096) , Tianqi Lithium Corporation(002466) first board Jc Finance & Tax Interconnect Holdings Ltd(002530) fried board
Today (February 17), the three major indexes closed positive. Affected by risk aversion, the index fell back in the afternoon. The turnover of the two cities was 908.8 billion, which was larger than the volume of 101.7 billion on the previous trading day. On the disk, precious metals, phosphorus chemicals, environmental protection, lithium batteries and other sectors led the increase, while tourism, education, data security, culture and media led the decline. Today, a total of 62 shares rose by the daily limit, 21 shares less than the 83 share limit of the previous trading day.
The index rose slightly Sinomine Resource Group Co.Ltd(002738) and the share price hit a record high
On February 17, the Shanghai stock index closed at 3468.04 points, up 0.06%; Shenzhen composite index closed at 13422.90 points, up 0.35%; The gem index closed at 2839.83 points, up 0.76%. According to the data of China stock market news choice, the intraday share price of one stock hit an all-time high today, including Sinomine Resource Group Co.Ltd(002738) . Data show that the intraday share prices of six stocks hit a record low today, including Zwsoft Co.Ltd(Guangzhou)(688083) .
blockbuster news
Ministry of Commerce: I hope the United States will adopt a rational and pragmatic economic and trade policy towards China
Gao Feng, a spokesman for the Ministry of Commerce, said on the 17th that he hoped that the United States would adopt a rational and pragmatic economic and trade policy towards China, go against China, and promote China US relations back to the correct track of healthy and stable development based on the principles of mutual respect, mutual benefit and win-win results. At present, the economic and trade teams of both sides maintain normal communication.
Official launch! The project of “counting from the east to the west” was fully implemented
The national development and Reform Commission, the central network and information office, the Ministry of industry and information technology and the National Energy Administration recently jointly issued documents, agreeing to start the construction of National Computing hub nodes in Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong, Macao, Dawan District, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 national data center clusters such as Zhangjiakou cluster. So far, the overall layout design of the national integrated big data center system has been completed, and the “counting from the east to the west” project has been officially launched.
Heze, Shandong lowered the down payment ratio of housing loans to 20%
On the afternoon of the 17th, Zhongxin Jingwei learned from Bank Of China Limited(601988) , Agricultural Bank Of China Limited(601288) , Industrial And Commercial Bank Of China Limited(601398) , China Construction Bank Corporation(601939) relevant business outlets in Heze City, Shandong Province that the four major banks reduced the down payment ratio of individual housing loans in the city, and the down payment ratio of “no house, no loan” buyers decreased from the previous lowest 30% to the lowest 20%.
China Automobile Association issued the notice on the application of new energy vehicles to the countryside in 2022
On February 17, the website of China Automobile Association released the notice on the application of new energy vehicles to the countryside in 2022, and the deadline for application is March 10.
The seventh batch of national centralized drug purchase was launched, and the number of shortlisted varieties reached a new high
On February 17, Shanghai Sunshine pharmaceutical procurement network released the notice on filling in the information of the seventh batch of drugs related to centralized drug procurement organized by the state, and the official announced that the seventh batch of centralized drug procurement was officially launched. The scope of drug filling and reporting officially released this time has accumulated 208 product specifications. As more than 10 enterprises have been evaluated for some products, the fierce competition in this round of centralized procurement is expected to be inevitable. For example, omeprazole injection has been evaluated for at least 24 generic drugs.
China Academy of communications and communications: mobile phone shipments in the Chinese market fell 17.7% year-on-year in January
On February 17, the China Academy of communications and communications released a report showing that in January, the shipment volume of mobile phones in the Chinese market was 33.022 million, a year-on-year decrease of 17.7%. Among them, 5g mobile phone shipments were 26.324 million, a year-on-year decrease of 3.5%, accounting for 79.7% of mobile phone shipments in the same period.
China’s refined oil prices rise, and it costs 8 yuan to fill up a box of oil
The details of this oil price adjustment are as follows: China’s gasoline and diesel prices increased by 210 yuan and 200 yuan per ton respectively. On the national average, 92 gasoline, 95 gasoline and 0 diesel increased by 0.16 yuan, 0.17 yuan and 0.17 yuan per liter respectively. China Central Television financial reporter has calculated an account for you. According to the estimation of the 50L capacity of the general household automobile fuel tank, it will cost 8 yuan to fill a box of No. 92 gasoline.
Yunnan implements the “rejuvenating Yunnan talents support plan” to introduce talents with a maximum subsidy of 1 million yuan
Yunnan Province recently issued relevant policies and proposed to implement the “support plan for revitalizing Yunnan talents”, which will take about five years to cultivate and introduce a number of urgently needed talents in the fields of new energy, new materials, advanced manufacturing, modern agriculture with sectorau characteristics, biomedicine, digital economy and so on. Talents who meet the working and living conditions can receive a maximum subsidy of 1 million yuan.
For the first time in eight years, the spot price of Brent crude oil exceeded US $100 per barrel
The spot price of North Sea Brent crude oil in the UK market reached US $100.8 a barrel on the 16th, breaking 100 for the first time since 2014, according to Platts energy information. US media said that the spot Brent spot price is the world’s most important crude oil price, which is at the center of the complex crude oil derivatives network and the price benchmark for the daily average trading of millions of barrels of crude oil.
hot sector stocks
Phosphorus chemical industry sector strengthened, new energy industry chain resonance industry entered a high growth track, and the core benefit target was exposed
Huaxin Securities pointed out that “carbon neutralization” and “carbon peak” will become one of the most important tasks for China’s development for a long time in the future. The investment opportunities for new chemical materials in the future mainly come from the continuous mismatch between the continuous growth demand brought by new energy and the limited supply brought by the upgrading of industrial structure. It is mainly optimistic about the incremental demand driven by new energy, At the same time, phosphorus chemical industry, fluorine chemical industry, lithium salt, rare earth and other links with limited supply end are recommended.
The geopolitical situation is treacherous! Gold, oil and other sectors become “safe havens”?
East Asia Qianhai securities mentioned that the overseas epidemic and geopolitical conflict intensified, economic uncertainty increased, and gold prices were supported. In the context of the continuous spread of the global epidemic, the uncertainty of the future economic situation still exists. On the other hand, geopolitical conflicts such as the Ukrainian issue continue to appear, which exacerbates the volatility of the global market. Therefore, the global economic uncertainty increases and the gold price is ready to go.
The concept trend of energy storage and photovoltaic is active! Western Region Gold Co.Ltd(601069) the gold sector also broke out!
Everbright Securities Company Limited(601788) pointed out that energy storage is currently in a period of accelerated development, and the development of energy storage outside China has increased significantly. It is estimated that the growth rate of the energy storage industry will exceed 100% in 2022, and the global installed capacity of electrochemical energy storage is expected to be about 20-25 / 50 / 80gwh from 2021 to 2023. Compared with other sectors of Dianxin, energy storage is still the segment track with the fastest growth rate. If the energy storage data further exceeds expectations after the first quarterly report is released, the valuation “anchor” of energy storage is expected to rise.
Theme strategies of eight securities companies: steady growth + undervalued value + high dividend + new track! Low carbon environmental protection assets become a new outlet?
Capital Securities said that under the background of steady growth, infrastructure investment is an important way, and environmental infrastructure investment will also become an important field of steady growth. Environmental protection enterprises in the fields of sewage treatment, domestic waste treatment, solid and hazardous waste treatment and recycling will usher in more business opportunities. At the same time, the improvement of the price charging system in the field of environmental protection is expected to further improve the profitability of environmental protection enterprises. We maintain a “optimistic” investment rating for the industry and suggest focusing on Beijing Geoenviron Engineering & Technology Inc(603588) , Grandblue Environment Co.Ltd(600323) and other companies.
selected announcements of listed companies
Shanghai Tianchen Co.Ltd(600620) : it is proposed to establish Cecep Solar Energy Co.Ltd(000591) hjt heterojunction component company
Shanghai Tianchen Co.Ltd(600620) (600620) announced on February 17 that the company signed a strategic cooperation framework agreement with Anhui Huasheng New Energy Technology Co., Ltd. and reached an agreement on the joint venture establishment of Cecep Solar Energy Co.Ltd(000591) hjt heterojunction component project company.
Guangzhou Haige Communications Group Incorporated Company(002465) : it is proposed to set up a subsidiary of 900 million yuan to speed up the implementation of unmanned information industry base project
Guangzhou Haige Communications Group Incorporated Company(002465) (002465) announced on February 17 that the company plans to invest 900 million yuan to establish a wholly-owned subsidiary, Guangzhou Haige tianteng Industrial Development Co., Ltd. (hereinafter referred to as “Haige tianteng”). Hagrid tianteng will be the main body of the company’s investment in the construction and operation of unmanned information industry base. The construction of the industrial base will help the company build a physical space platform for emerging industries, increase the layout of emerging business areas such as unmanned systems, simulation training and low orbit satellites, and bring new business growth points to the company.
Chengdu Guibao Science & Technology Co.Ltd(300019) : the subsidiary acquired Anhui sanuo to expand the capacity of silane coupling agent
Chengdu Guibao Science & Technology Co.Ltd(300019) (300019) announced on February 17 that Anhui Sibao, a wholly-owned subsidiary of the company, plans to acquire 100% equity of Anhui Sano Pharmaceutical Co., Ltd. (hereinafter referred to as “Anhui Sano”) in cash, and the final transaction price will be determined through negotiation. Anhui Sibao’s existing silane coupling agent product capacity is 6100 tons / year, which can no longer meet the growing order demand. The company expands the production capacity of the company’s silane coupling agent products by integrating the production land adjacent to Anhui Sibao.
Gansu Shangfeng Cement Co.Ltd(000672) : it is planned to invest no more than 500 million yuan in new economy industries in 2022
Gansu Shangfeng Cement Co.Ltd(000672) (000672) announced on February 17 that it is planned to use a quota of no more than 500 million yuan (including 500 million yuan) for equity investment in new economy industries, mainly for high-quality growth projects led by “double carbon” new energy, scientific and technological innovation and green and high-quality development, including but not limited to new energy storage, chip semiconductor, new materials, environmental protection and other industries, Financial investment in new economic industries. In addition, it is proposed to use its own idle funds with a total of no more than 800 million yuan (inclusive) for entrusted financial management; It is planned to continue to use the quota of 800 million yuan for securities investment.
Jiangsu Asia-Pacific Light Alloy Technology Co.Ltd(002540) : the subsidiary signs a letter of intent with the ideal automobile supplier
Jiangsu Asia-Pacific Light Alloy Technology Co.Ltd(002540) (002540) announced on February 17 that Asia Pacific Hoffman, a wholly-owned subsidiary of the company, recently completed the signing of the letter of intent for fixed-point suppliers with ideal automobile, which confirmed that Asia Pacific Hoffman was the supplier of aluminum extrusion products for two new energy models.
Citic Securities Company Limited(600030) : Guangzhou Yuexiu Financial Holdings Group Co.Ltd(000987) and its persons acting in concert have increased their holdings of 1.0019% shares
Citic Securities Company Limited(600030) (600030) announced on February 17 that Guangzhou Yuexiu Financial Holdings Group Co.Ltd(000987) and its wholly-owned subsidiaries and persons acting in concert increased their holdings of Citic Securities Company Limited(600030) shares through centralized bidding in the secondary market, and the shareholding ratio increased passively due to the unfinished allotment of Citic Securities Company Limited(600030) H shares, with a cumulative increase of 1.0019%. After the equity change, Guangzhou Yuexiu Financial Holdings Group Co.Ltd(000987) and its concerted action increased the proportion of shares held by the company from 6.2650% to 7.2669%.
Caissa Tosun Development Co.Ltd(000796) : actively exploring innovative businesses such as destination and new retail
Caissa Tosun Development Co.Ltd(000796) (000796) on February 17, the announcement of stock trading changes said that at present, China’s tourism market is repeatedly affected by the epidemic in many places, and the outbound tourism market has yet to be opened. The company actively pays attention to the covid-19 vaccination and the launch of specific drugs, and is gradually preparing to meet the industrial changes and market opportunities in the post epidemic era. In addition, the company’s aviation and railway catering businesses have been restored one after another, and the company is also actively exploring innovative businesses such as destination and new retail, so as to further enhance its profitability.
Porton Pharma Solutions Ltd(300363) : Based on the confidentiality agreement with Pfizer, it is inconvenient to disclose specific information
Porton Pharma Solutions Ltd(300363) (300363) replied to the letter of concern from Shenzhen Stock Exchange. In response to the question whether the company recently received a new batch of purchase orders from Pfizer related to covid-19 therapeutic drugs, the company replied that because the terminal product of the company providing contract customized R & D and production (cdmo) service is an innovative drug with patent protection period, based on the confidentiality agreement signed between the company and customers, the name of the product Use or indication, supporting process flow, patented technology, supplier and other information belong to important business secrets of customers, which is inconvenient for the company to disclose unilaterally.
