Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors' reference.
The stock index contracted for four consecutive days, and the number of concept stocks in the East and West broke out
The trend of the three major A-share indexes was divided today, with the Shanghai index closing up 0.66% and the daily K-line rising for four consecutive days to close at 3490.76 points; The Shenzhen Component Index rose 0.27% to close at 13459.68; The gem index fell 0.46% to close at 2826.81. Market turnover shrank, with only 807.5 billion yuan traded throughout the day. The industry sector rose more or fell less. The concept stocks of counting East and counting West broke out. The coal industry, steel industry and real estate development industry led the increase, while the battery and precious metal industry led the decrease.
Heavy positive suddenly released seven sectors to meet the super drive! 400 billion people continue to erupt
A shares finally have some spring breath! On the sector, the most fierce is "counting from the east to the west". 21 stocks in the data center sector rose by the limit or more than 10%. Analysts believe that the popularity of A-Shares has recovered, but there are still two variables: first, the volume can shrink by nearly 100 billion yuan on Friday; Two, the awesome performance of Hong Kong stocks may also affect the popularity. How to deduce it in the future needs further observation.
The stock index has been rising for four consecutive days! The main line of infrastructure construction continues to be strong, and the undervalued blue chip is active. How much space is there for repair?
Today (February 18), driven by the policy of "counting from the east to the west", the digital center sector of the new infrastructure branch broke out, and individual stocks in the sector set off a wave of daily limit, with a total of more than 20 stocks rising by more than 9%. In addition, with the help of old infrastructure sectors such as steel, real estate and construction, which belong to the same infrastructure chain, the Shanghai stock index also ushered in a four consecutive positive.
Dragon and tiger list: institutions bought these three shares today and sold Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) 116 million yuan
On February 18, institutions appeared in a total of 15 stocks in the Dragon Tiger list, with 3 stocks showing net purchases and 12 stocks showing net sales. On the same day, the institutions' net purchases of the top three stocks were Zhejiang Construction Investment Group Co.Ltd(002761) , Andon Health Co.Ltd(002432) , Lingnan Eco&Culture-Tourism Co.Ltd(002717) , and the net purchases were 70.89 million yuan, 67.19 million yuan and 34.07 million yuan respectively. On the same day, the top three stocks sold by institutions were Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) , Hengbao Co.Ltd(002104) and Chengda pharmaceutical, with a net outflow of 116 million yuan, 55.84 million yuan and 52.52 million yuan respectively.
Resumption of trading of 72 trading stocks: East number West calculation outbreak Zhejiang Construction Investment Group Co.Ltd(002761) 10 day 9 board Ningbo Construction Co.Ltd(601789) 3 board
Today (February 18), the three major indexes were divided, with a turnover of 807.5 billion, a decrease of 101.3 billion compared with the previous trading day. On the disk, data center, coal, steel, real estate development and other sectors led the rise, while precious metals, lithium extraction from salt lakes, automobile chips, glyphosate and other sectors led the decline. A total of 72 shares rose by the daily limit today, an increase of 10 shares compared with the daily limit of 62 shares on the previous trading day. In the Shenwan industry, coal and real estate led the rise of the two cities.
The stock index contracted and rose, recording four consecutive positive Shenzhen Urban Transport Planning Center Co.Ltd(301091) , Beijing Asiacom Information Technology Co.Ltd(301085) and other five stocks hitting a record high
On February 18, the Shanghai stock index closed at 3490.76 points, up 0.66%; Shenzhen composite index closed at 13459.68 points, up 0.27%; The gem index closed at 2826.81 points, down 0.46%. According to the data of China stock market news choice, the intraday share prices of five stocks hit an all-time high today, including Shenzhen Urban Transport Planning Center Co.Ltd(301091) , Beijing Asiacom Information Technology Co.Ltd(301085) . Data show that the intraday share prices of nine stocks hit a record low today, including Zwsoft Co.Ltd(Guangzhou)(688083) .
blockbuster news
Department 14: Guide Internet enterprises such as takeout to reduce the service fee standard of catering merchants
On February 18, 14 departments including the national development and Reform Commission issued several policies on promoting the recovery and development of difficult industries in the service industry. In the relief and support measures for the catering industry, it is proposed to guide Internet platform enterprises such as takeout to further reduce the service fee standard of catering merchants and reduce the operating costs of relevant catering enterprises. Guide Internet platform enterprises to give preferential service fees to phased merchants to catering enterprises in county-level administrative regions where high-risk areas are located.
SFC heavy! The release of the "management measures" for practitioners concerns every fund practitioner of securities companies
On February 18, the CSRC issued the measures for the supervision and administration of directors, supervisors, senior managers and employees of securities fund operating institutions, which adjusted and optimized the personnel management rules of securities fund operating institutions, affecting the fund employees of each securities firm. For the directors, supervisors and senior personnel of securities fund operating institutions, the shift from pre examination and approval to in-process and post supervision; Abolish the restriction on the proportion of senior executives held by foreigners of securities companies; Optimize the employment conditions of personnel.
CSRC: adhere to the "double investigation of one case" and effectively increase the cost of illegal activities
The CSRC will focus on the full implementation of the opinions on strictly cracking down on securities illegal activities according to law, focus on key areas, highlight major cases, adhere to the "double investigation of one case", effectively increase the cost of illegal activities, effectively enhance the deterrence of law enforcement, and provide a strong legal guarantee for the reform, development and stability of the capital market.
People close to the disease control system: the sequential booster vaccination of covid-19 vaccine has not been formally documented
In response to the online news that "China plans to launch covid-19 vaccine to strengthen the mixed vaccination scheme and Chongqing Zhifei Biological Products Co.Ltd(300122) and Cansino Biologics Inc(688185) are selected", the reporter of science and Innovation Board daily learned from people close to the disease control system that there is no doubt about the safety of mixed vaccination in disease control, but the specific vaccination scheme is still under study and has not yet formed an official document. "The most important thing is the consideration at the policy level, such as the establishment of vaccination awareness, vaccination methods, which vaccine to choose as the reinforcing needle of 'mixed vaccination', etc." Chongqing Zhifei Biological Products Co.Ltd(300122) replied to reporters that the company had not received the relevant notice.
Zhengshang exchange adjusts the minimum opening order quantity and maximum order quantity of thermal coal futures contract trading order each time
Zheng Shangsuo: since the night trading on February 21, 2022, the minimum opening order quantity of thermal coal futures contract trading order is adjusted to 2 hands, the maximum order quantity of limit order is adjusted to 50 hands, and the maximum order quantity of market order is adjusted to 10 hands.
The number of new investors in January was 1.3243 million, down 3.6% month on month
According to China's settlement data, the number of new investors in January was 1.3243 million, down 3.6% month on month.
Zhejiang human resources and social security department responded to the "compensatory loan for entrepreneurial failure of Zhejiang college students": after compensation, it should be recovered in principle
Zhejiang human resources and social security department responded to the "compensatory loan for entrepreneurial failure of Zhejiang college students": in the implementation measures, the recovery and write off mechanism is clarified. After compensation, it should be recovered in principle, but if it is unable to repay, it should be verified and cancelled from the entrepreneurial guarantee fund after approval according to the specified procedures.
Heze's housing loan policy remained stable and the down payment ratio was not adjusted
Recently, some media reported that the reality of the housing loan policy in Heze City, Shandong Province was loose, the down payment ratio of the first house fell to 20%, and the interest rate of the first house decreased.
According to insiders and relevant banks, this adjustment is an operational differential adjustment made by individual banks according to their own capital situation and housing loan demand, combined with the borrower's credit status and repayment ability. It belongs to the independent operation of banks. Heze City has not uniformly adjusted the down payment ratio, and still implements the minimum 20% down payment ratio of the first house in 2016.
CBRC: prevent illegal fund-raising in the name of "yuanuniverse"
Fabricate a false meta universe investment project. Some lawless elements stir up the concepts of game production, artificial intelligence and virtual reality related to the meta universe, fabricate high-tech investment projects with a large number of packaging names, publicly and falsely publicize high returns, take the opportunity to absorb public funds, and have the characteristics of illegal fund-raising, fraud and other illegal acts.
Liu Guiping, vice governor of the central bank: strong, orderly and effective support for the green and low-carbon transformation of economy and society
The people's Bank of China has completed the first phase of climate risk stress test. In the next stage, we will continue to improve the climate risk stress test method. The financial system should do a good job in climate risk management, make good use of stress testing as a "monitor" and "dashboard" of climate risk, reasonably grasp the rhythm and intensity of "standing" and "breaking", handle the relationship between development and emission reduction, overall and local, short-term and medium and long-term, support the steady and orderly transformation of the real economy, and promote the realization of the "double carbon" goal on schedule.
hot sector stocks
Beidou navigation welcomes the policy, which is conducive to the launch of major industrialization projects, and a list of high growth concept stocks
On February 18, the national development and Reform Commission, the Ministry of industry and information technology, the Ministry of finance, the central bank and other 12 departments jointly issued the notice on several policies to promote the steady growth of industrial economy. The notice puts forward requirements for Beidou System in the policies on investment, foreign trade and foreign investment, starts the implementation of major projects of Beidou industrialization, and promotes the large-scale application of Beidou in major strategic areas.
What industrial chain targets benefit from the start of the "counting East and counting West" project? Real estate stocks also welcome allocation opportunities?
Citic Securities Company Limited(600030) believes that the East digital West computing project is expected to drive the overall improvement of computing power demand in the central and western regions, and the key benefits of the communication industry chain. It is expected to drive the development of data centers and related upstream and downstream industries and expand industrial investment through the layout of 8 computing hubs and the formation of data center clusters across the country. We are optimistic about the demand drive of the East digital West computing project for IDC, ICT equipment, optical modules, operators, temperature control equipment, optical communication and other fields.
Zhejiang Construction Investment Group Co.Ltd(002761) recorded 9 boards in 10 days! Andon Health Co.Ltd(002432) soared the limit, and infrastructure and pharmaceutical stocks went long hand in hand
Galaxy Securities pointed out that the growth rate of infrastructure investment is expected to be 5% in the first half of 2022 and 3% in the whole year. This year, the probability of fiscal expenditure is high, and the role of infrastructure construction in supporting the economy is expected to gradually appear. The concentration of the construction industry is improving, and the leading enterprises have obvious competitive advantages in terms of qualification, brand and capital. The concentration may be further improved.
List of concepts of counting East and counting West! "Drink and take medicine" is coming, too? Anhui Golden Seed Winery Co.Ltd(600199) 3 connecting sector Aba Chemicals Corporation(300261) hurricane
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.
Eight brokerage theme strategies: "Iron Man" and "coal crazy" are hot! Where is the foundation of resource stock carnival?
Cinda Securities said that the current market seriously underestimates the toughness, elasticity and sustainability of coal demand, and the production capacity cycle is down, the supply elasticity converges, and the prosperity and sustainability of the industry are expected to exceed expectations, while the sector valuation is far from reflected. Undervaluation, high performance certainty and considerable dividend income make the coal sector "both offensive and defensive", and the systematic revaluation of the market has just begun to maintain the "optimistic" rating of the industry.
selected announcements of listed companies
Guangdong Orient Zirconic Ind Sci And Tech Co.Ltd(002167) : the sales price of zirconium products will be raised from February 18
Guangdong Orient Zirconic Ind Sci And Tech Co.Ltd(002167) (002167) announced on February 18 that the sales price of relevant zirconium products will be increased from February 18, zirconium oxychloride products (including mother liquor) will be increased by 1000 yuan / ton, and zirconium dioxide products will be increased by 3000 yuan / ton. At the same time, the prices of other zirconium series products of the company will be adjusted simultaneously. The increase in product sales price will have a positive impact on the company's operating performance.
Guangdong Silver Age Sci &Tech Co.Ltd(300221) : it is proposed to invest no more than 1 billion yuan in Chuzhou Yinxi polymer material project
Guangdong Silver Age Sci &Tech Co.Ltd(300221) (300221) announced on February 18 that in order to further develop the markets in central and North China, the company and / or 100% holding subsidiaries Suzhou Guangdong Silver Age Sci &Tech Co.Ltd(300221) and Yinxi industrial plastics plan to use no more than 1 billion yuan for the construction of "Anhui Chuzhou Yinxi polymer material project".
Jiangsu King'S Luck Brewery Joint-Stock Co.Ltd(603369) : it is proposed to implement the project of intelligent brewing and storage center in the South plant area
Jiangsu King'S Luck Brewery Joint-Stock Co.Ltd(603369) (603369) announced on February 18 that it plans to invest in the implementation of the intelligent brewing storage center project in the South plant area, with a total investment of 9.076 billion yuan, which will be invested in five years. After the completion of the project, it is expected to add 18000 tons of high-quality Luzhou flavor original wine, 20000 tons of high-quality elegant Maotai flavor original wine, 80000 tons of semi open wine storage and 210000 tons of taotan storage; The company's koji production capacity will reach 102000 tons / year.
Digital China Group Co.Ltd(000034) : pre bid for China Mobile PC server centralized purchase project
Digital China Group Co.Ltd(000034) (000034) announced on February 18 that Shenma China, its holding subsidiary, won the bid for package 8 of China Mobile's PC server centralized procurement (batch 1) project from 2021 to 2022. The bid price of Shenma China was 2.373 billion yuan, with a winning share of 22.22%.
Wuxi Apptec Co.Ltd(603259) : the participating company is listed on the main board of the Hong Kong Stock Exchange
Wuxi Apptec Co.Ltd(603259) (603259) announced on February 18 that the company's participating company clear medical was listed on the main board of the Hong Kong stock exchange, and the company held 15.63% of the shares after the issuance of clear medical.
Guangdong Dowstone Technology Co.Ltd(300409) : Guangdong Jiana, a wholly-owned subsidiary, introduced war investment to increase capital and shares
Guangdong Dowstone Technology Co.Ltd(300409) (300409) announced on February 18 that the company plans to increase capital and shares of its wholly-owned subsidiary Guangdong Jiana Energy Technology Co., Ltd. (hereinafter referred to as "Guangdong Jiana") by introducing strategic investors. Guangdong Jiana is one of the important manufacturers of cobalt salts and ternary precursors in China. After negotiation, Ganzhou No.3 new energy materials fund and Ganzhou No.4 new energy materials fund will increase the capital of Guangdong Jiana by 400 million yuan and 300 million yuan respectively. After the capital increase, Guangdong Jiana will raise another 300 million yuan, with a total of 1 billion yuan invested in Jiangxi Jiana for the project construction and operation of Jiangxi Jiana.
Zhejiang Liming: the acquirer Zhou technology 40% equity to promote the business of automobile tire safety products
Zhejiang Liming (603048) announced on February 18 that it plans to acquire 40% equity of Hangzhou Fangzhou Technology Co., Ltd. (hereinafter referred to as "Fangzhou technology") with 55.42 million yuan in cash. Fangzhou Technology specializes in the R & D, production and sales of automotive tire safety products - on-board inflation pump and tire repair agent. After the completion of the transaction, it will promote the company to carry out the business of automobile tire safety products.
Suntar Environmental Technology Co.Ltd(688101) : sign the EPC contract of battery grade lithium carbonate project
Suntar Environmental Technology Co.Ltd(688101) (688101) announced on February 18 that it signed the EPC contract for 5000 t / a battery grade lithium carbonate project with jinkunlun Lithium Industry Co., Ltd., with a total contract price of 210 million yuan. The contract enriches the application scenarios of the company's Salt Lake Lithium Extraction Technology in the field of lithium carbonate.
Shenzhen Topraysolar Co.Ltd(002218) : it is proposed to repurchase shares from 25 million yuan to 50 million yuan
Shenzhen Topraysolar Co.Ltd(002218) (002218) announced on February 18 that it plans to buy back shares with 25 million yuan to 50 million yuan, and the repurchase price does not exceed 9.16 yuan / share. The repurchased shares are used for employee stock ownership plan or equity incentive.
Guangdong Rongtai Industry Co.Ltd(600589) : shareholder Gao Dapeng plans to increase his holding of 1% - 2% shares of the company
Guangdong Rongtai Industry Co.Ltd(600589) (600589) announced on February 18 that the shareholder Gao Dapeng plans to increase his holding of 1% - 2% of the company's shares within 12 months. There is no price range set in the shareholding increase plan.
Shenzhen Yhlo Biotech Co.Ltd(688575) : MBL increased the purchase of covid-19 virus antigen detection kit
Shenzhen Yhlo Biotech Co.Ltd(688575) (688575) announced in February 18th that the company received the purchase order sent by New Coronavirus Medical Biology Research Institute (MBL) on 18, and MBL increased the purchase of the New Coronavirus antigen detection kit to the company. The sum of the total value and tax amount was 50 million dollars, or about 317 million yuan. At the same time, the company issued a performance express. In 2021, it achieved an operating revenue of 1.189 billion yuan, a year-on-year increase of 19.06%; The net profit was 209 million yuan, a year-on-year decrease of 0.94%; The basic earnings per share is 0.54 yuan.
Guangdong Topstar Technology Co.Ltd(300607) : it is proposed to repurchase shares from 30 million yuan to 50 million yuan
Guangdong Topstar Technology Co.Ltd(300607) (300607) announced on February 18 that the company plans to repurchase shares with 30-50 million yuan, and the repurchase price shall not exceed 23.17 yuan / share. The repurchased shares are used for employee stock ownership plan or equity incentive. In addition, the company's Siasun Robot&Automation Co.Ltd(300024) and automatic intelligent equipment and other raised investment projects are affected by many factors in the actual implementation process and cannot reach the expected usable state within the planned time. The project will be postponed to December 31, 2022.
