Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors’ reference.
The trend of the three major A-share indexes is divided: more than 3400 stocks rose, and the concept stocks in the East and West blowout again
The trend of the three major A-share indexes is divided today. Among them, the Shanghai index closed almost flat at 3490.61 points; The Shenzhen composite index closed up slightly by 0.09% to close at 13471.16 points; The gem index fell 0.79% to close at 2804.60. The market turnover reached 900.4 billion yuan, and more than 3400 stocks rose. Most of the industry sectors closed up, and the concept stocks of East number and West calculation blowout again, with education, traditional Chinese medicine and coal industries among the top gainers.
Real estate suddenly welcomed the huge positive trillion sectors. Has the market bottomed out?
From the current situation, has the A-share market bottomed out? Structurally, at least at present, it has a certain profit-making effect. The heat of counting East and West has been ignited and may last for several trading days; In addition to driving itself, the good real estate is also likely to drive the financial sector to start again. Therefore, unless there is a systemic crisis, there are still short-term opportunities in the market.
Nearly 30 Lianban stocks are active, with funds focusing on hot topics, and the market’s short-term sentiment is high
Today, a total of 98 shares rose by the limit, 17 shares were fried, and the blocking rate was 85%; Zhejiang Construction Investment Group Co.Ltd(002761) 11 day 10 board, Anshan Heavy Duty Mining Machinery Co.Ltd(002667) , Shandong Swan Cotton Industrial Machinery Stock Co.Ltd(603029) , Chengbang Eco-Environment Co.Ltd(603316) 6 board connected, Ningbo Construction Co.Ltd(601789) , Anhui Golden Seed Winery Co.Ltd(600199) 4 board connected, gem Yimikang Tech.Group.Co.Ltd(300249) , Capitalonline Date Service Co.Ltd(300846) , Beijing Asiacom Information Technology Co.Ltd(301085) 2 board connected. On the disk, 3389 stocks rose and 1138 stocks fell; East West calculation, education, covid-19 medicine and other sectors led the increase, while precious metals, phosphorus chemical industry and other minority sector indexes closed down.
Dragon and tiger list: 199 million rush to raise Yotrio Group Co.Ltd(002489) net purchase of 2 shares by foreign capital and 7 shares by institutions
On February 21, Yotrio Group Co.Ltd(002489) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 199 million yuan on the third day. Data show that the stock closed within the daily limit, up 33.04% in the past three days. Huaxin Shanghai Branch, the top company in terms of net capital inflow, bought 21.594 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, Sinomine Resource Group Co.Ltd(002738) was the most bought, with a net purchase of 60.9203 million yuan in three days. In addition, 15 shares were sold by institutions, and Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) was sold the most, with 160 million yuan.
Resumption of 116 trading limit shares: Zhejiang Construction Investment Group Co.Ltd(002761) 11 day 10 board Ningbo Construction Co.Ltd(601789) 4 board Andon Health Co.Ltd(002432) high 2 board
Today (February 21), the three major indexes were divided. The turnover of the two cities was 900.4 billion, 92.9 billion compared with the previous trading day. On the disk, data center, assisted reproduction, cloud computing, education, network security and other sectors led the increase, while precious metals, phosphorus chemical industry, Airport shipping, banking, cement and other sectors led the decline. A total of 116 shares rose today, an increase of 44 shares over the 72 share limit of the previous trading day. Among the industries at the level of Shenwan, computers and communications led the rise of the two cities.
The theme of index differentiation was active Sinomine Resource Group Co.Ltd(002738) , Aba Chemicals Corporation(300261) and other six stocks hit a record high
On February 21, the Shanghai stock index closed at 3490.61 points, down 0.00%; Shenzhen composite index closed at 13471.16 points, up 0.09%; The gem index closed at 2804.60 points, down 0.79%. According to the data of China stock market news choice, the intraday share prices of six stocks hit an all-time high today, including Sinomine Resource Group Co.Ltd(002738) , Aba Chemicals Corporation(300261) . Data show that the intraday share prices of two stocks hit a record low today, including Wayz Intelligent Manufacturing Technology Co.Ltd(688211) .
blockbuster news
The State Council: the behavior of refusing to support the elderly who are able to support them shall be included in the personal social credit record
The State Council printed and distributed the national plan for the development of the cause of aging and the elderly care service system in the 14th five year plan. During the 14th Five Year Plan period, the institutional framework of the national strategy to actively respond to population aging was basically established, the cause of aging and industry were effectively coordinated and developed with high quality, the elderly care service system and health support system coordinated by home-based community institutions and combined with medical care and health care were accelerated and improved, the pattern of the whole society actively responding to population aging was initially formed, and the elderly’s sense of gain, happiness The sense of security has been significantly improved.
The General Administration of Customs reminded the “immediate suspension of consumption” of Abbott related infant products
The General Administration of Customs recently issued an announcement to remind consumers to “temporarily not buy through any channels” and “immediately suspend consumption” of Abbott’s related infant products. According to the announcement, on February 18, the U.S. Food and Drug Administration (FDA) announced that it was investigating complaints of four infants infected with cronobacteria and Salmonella.
No new game version in 2022? Relevant person in charge of the game Working Committee: there is no such news
On the afternoon of February 21, the news that “the game company will not issue a new version number in 2022” caused an uproar. A stone stirs thousands of waves. As the news fermented, the share prices of many game companies fell. For the above news, the reporter of “daily economic news” interviewed many parties on “whether to stop issuing version numbers in 2022” for details. The relevant person in charge of the game Working Committee of the audio and digital Association told reporters: “there is no such news.”
The State Council printed and distributed the national plan for the development of the cause of aging and the elderly care service system during the 14th Five Year Plan period
The national plan for the development of the cause of the elderly and the elderly care service system in the 14th five year plan was released on the 21st. We will strengthen the comprehensive elderly care service network, expand the coverage of inclusive elderly care services, strengthen the ability of home-based community elderly care services, improve the elderly health support system, vigorously develop the silver economy, practice the positive outlook on aging, and build a smart society that takes into account the needs of the elderly… During the 14th Five Year Plan period, the institutional framework of the national strategy to actively respond to population aging will be basically established, The sense of gain, happiness and security of the elderly were significantly improved.
CBRC: expand the pilot scope of exclusive commercial endowment insurance
Since the launch of the pilot of exclusive commercial endowment insurance, the overall operation has been stable and the business scale has increased steadily. The pilot companies have actively innovated products and services to provide consumers with more safe and stable long-term pension security options. In order to further explore the development experience of commercial old-age insurance and better meet the people’s multi-level old-age security needs, the CBRC has decided to expand the pilot scope of exclusive commercial old-age insurance.
State Intellectual Property Bureau: 16000 yuan cosmic trademarks have applied for malicious registration such as cracking down on hot spots
On February 21, the State Intellectual Property Office said in an interview in response to surging news that up to now, there are about 16000 trademark applications related to “metauniverse” and “metaverse” in the trademark database. In accordance with the provisions of the trademark law and its relevant regulations, the State Intellectual Property Office examined the application for trademark registration related to “metaverse” and “metaverse” according to law.
The six major banks will cut the mortgage interest rate in Guangzhou from today
The six major banks of Industrial And Commercial Bank Of China Limited(601398) , Agricultural Bank Of China Limited(601288) , Bank Of China Limited(601988) , China Construction Bank Corporation(601939) , Bank Of Communications Co.Ltd(601328) , Postal Savings Bank Of China Co.Ltd(601658) have lowered the housing loan interest rate in Guangzhou from today. Among them, the preferential approval interest rate of the first house is reduced from the previous LPR + 100bp (5.6%) to LPR + 80bp (5.4%), and the preferential approval interest rate of the second house is reduced from the previous LPR + 120bp (5.8%) to LPR + 100bp (5.6%). The reporter preliminarily calculated that the loan is 2 million yuan, with a 30-year term and equal principal and interest repayment. The first house loan buyers can pay about 250.96 yuan less each month, and the second house loan buyers can pay about 253.48 yuan less each month.
The State Council printed and distributed the national plan for the development of the cause of aging and the elderly care service system during the 14th Five Year Plan period
The national plan for the development of the cause of the elderly and the elderly care service system in the 14th five year plan was released on the 21st. We will strengthen the comprehensive elderly care service network, expand the coverage of inclusive elderly care services, strengthen the ability of home-based community elderly care services, improve the elderly health support system, vigorously develop the silver economy, practice the positive outlook on aging, and build a smart society that takes into account the needs of the elderly… During the 14th Five Year Plan period, the institutional framework of the national strategy to actively respond to population aging will be basically established, The sense of gain, happiness and security of the elderly were significantly improved.
Cash deposit and withdrawal 50000 to register? The central bank announced: suspend the implementation!
On the 21st, the central bank announced that the measures for the administration of customer due diligence and the preservation of customer identity data and transaction records of financial institutions, which was originally scheduled to be implemented on March 1 and “need to register the source of funds for personal cash deposits and withdrawals exceeding 50000 yuan”, had been suspended for “technical reasons”.
hot sector stocks
The new heavy energy storage plan is expected to be issued, and the 100 billion yuan blue ocean will be opened soon
Huang Xiuyu, an analyst at Dongguan securities, and Su Chen, an analyst at Zhongtai Securities Co.Ltd(600918) have previously released research reports. It is expected that electrochemical energy storage will become the main development direction of energy storage in the future. Deng Yongkang, an analyst at Anxin securities, estimates that the global electrochemical energy storage market for power system is expected to exceed 500 billion in 2025, with broad growth space. China’s lithium iron phosphate energy storage products are expected to continue to increase the market share with high cost performance in the future, and Chinese enterprises have great prospects.
The first quarter is a better allocation period for real estate stocks! What happened to the daily limit of 10 shares in the baby sector?
Wanlian Securities pointed out that since the implementation of the three child policy, governments across the country have issued a number of birth incentives. It is expected that in the future, with the implementation of more relevant supporting measures and policies, the birth rate is expected to boost. It is suggested to pay attention to the investment opportunities of mother and child tracks in advance.
Coal stocks “both offensive and defensive”! Pay attention to the three main lines and kill the seed industry sector after the valuation correction?
Guosen Securities Co.Ltd(002736) said that from the perspective of cycle, the seed industry, as a post grain price cycle, will be in the release channel of performance in the next two years; The improvement of supply and demand structure of corn seeds in China is also expected to usher in the reversal of inventory cycle. The accelerated landing of genetically modified products will bring changes in variety generation to the industry, and the leading enterprises will usher in a high-speed growth stage of rising prices and increasing market share. Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Shandong Denghai Seeds Co.Ltd(002041) , Beijing Dabeinong Technology Group Co.Ltd(002385) are recommended.
Theme strategy of the eight major securities companies: the strong voice of the policy of “counting East and counting West” has played! Here comes the list of beneficiary stocks of the industrial chain
Guolian Securities Co.Ltd(601456) believes that the “East digital West computing” project will focus on supporting innovative contents such as green data center (green energy conservation, renewable energy and energy storage), efficient scheduling of computing power (Cloud Computing), and controllable innovation of computing power (domestic basic software and hardware, cloud platform, big data analysis). The project of “counting from the east to the west” will drive the demand opportunities of data center operation and civil engineering, it equipment manufacturing, information and communication, basic software and green energy supply in the industrial chain.
selected announcements of listed companies
Jiangxi Changyun Co.Ltd(600561) : policies to promote the recovery and development of difficult industries in the service industry have a positive impact on the company
Jiangxi Changyun Co.Ltd(600561) (600561) announced on February 21 that the company’s main business is road passenger transportation and road freight transportation. The implementation of several national policies to promote the recovery and development of difficult industries in the service industry will reduce the company’s value-added tax expenditure, have a positive impact on the company’s operating performance in 2022, and also be conducive to the company’s purchase of new energy vehicles And the improvement of passenger transport network systems such as passenger stations and yards will help to enhance the competitiveness of the company’s main business of road passenger transport.
Shenzhen Desay Battery Technology Co.Ltd(000049) : it is proposed to invest 2.1 billion yuan in the R & D, production, sales and construction project of SIP packaging industry
Shenzhen Desay Battery Technology Co.Ltd(000049) (000049) it was announced on February 21 that Desai silicon praseodymium, a wholly-owned subsidiary of the company, signed the investment and construction agreement of Desai silicon praseodymium SIP packaging industry R & D, production, sales and construction project with the Management Committee of Huizhou Zhongkai high tech Industrial Development Zone in Huizhou, Guangdong, Invest in the R & D, production, sales and construction projects of SIP packaging industry within the jurisdiction of Huizhou Zhongkai (National) high tech Industrial Development Zone. The total planned investment of the project is about 2.1 billion yuan, of which the total investment in fixed assets is no less than 1.5 billion yuan.
Gepic Energy Development Co.Ltd(000791) : it is proposed to raise no more than 1.2 billion yuan for photovoltaic power generation projects
Gepic Energy Development Co.Ltd(000791) (000791) on February 21, the plan for non-public offering of shares was disclosed. The total amount of funds to be raised (including issuance expenses) does not exceed 1.2 billion yuan. The net amount of funds raised after deducting issuance expenses will be used for 200 MW project in Zone C of mahuantan No. 1 wind farm in Yumen City, 200MW photovoltaic project in ganhekou, Guazhou, 300MW photovoltaic power generation project in Qingtan, Yongchang River Yanchitan 100MW wind farm project in Gaotai County and supplementary working capital.
China Zheshang Bank Co.Ltd(601916) : Directors and senior executives plan to increase their holdings of A-Shares to stabilize the share price
China Zheshang Bank Co.Ltd(601916) (601916) announced the measures to stabilize the stock price on February 21. A total of 7 directors and senior managers will increase their holdings of A-Shares of the company with their own funds of no less than 15% of the salary (after tax) received from the company in the previous year.
Wuxi Huaguang Environment & Energy Group Co.Ltd(600475) : it is proposed to build a new intelligent manufacturing production base
Wuxi Huaguang Environment & Energy Group Co.Ltd(600475) (600475) announced on February 21 that the company will invest in the construction of a new intelligent manufacturing production base in Meiyu Road, Xinwu District, Wuxi City. The newly acquired construction land is about 217.884 mu, with a new construction area of 92630.46m2. It is planned to build membrane wall, serpentine pipe, drum header plant, liquid gas station, hazardous waste warehouse, complex building, guard and outdoor roads, turnover site, plant pipe network system, greening, enclosure, gate, etc., and relocate and transform the original equipment. According to the construction content and plan of the project, the construction investment is estimated to be 600 million yuan, and the source of funds is the collection compensation allocated by the government.
Far East Smarter Energy Co.Ltd(600869) : it is proposed to invest 3 billion yuan to build a high-end marine submarine cable equipment industrial base
Far East Smarter Energy Co.Ltd(600869) (600869) announced on February 21 that the company plans to invest in the construction of high-end marine submarine cable equipment industrial base in Rudong Yangkou Port Economic Development Zone, Nantong City, Jiangsu Province, with a total investment of about 3 billion yuan.
Tibet Summit Resources Co.Ltd(600338) : it is proposed to sign a 650 million yuan adsorption equipment supply contract with Sunresin New Materials Co.Ltd Xi’An(300487)
Tibet Summit Resources Co.Ltd(600338) (600338) announced on February 21 that the company plans to sign a supply contract for Lanxiao adsorption equipment with Sunresin New Materials Co.Ltd Xi’An(300487) , with a total contract price of 650 million yuan; The company plans to sign a tus BOT contract with tus Qingyuan, with a total contract price of 1.6 billion yuan.
In addition, the company cooperated with China Power Construction International in the mine construction design, procurement and construction (EPC) of the project, and signed the framework agreement on mine construction design, procurement and construction (EPC) of 50000 ton lithium carbonate salt lake lithium extraction construction project of Argentina lithium potassium Co., Ltd.
Guangdong Hoshion Aluminium Co.Ltd(002824) : it is proposed to invest 1.02 billion yuan to expand the production of new energy vehicles
Guangdong Hoshion Aluminium Co.Ltd(002824) (002824) announced on February 21 that the company plans to sign the project investment agreement with the three township people’s governments of Zhongshan City, Guangdong Province. The company plans to invest and expand the production of new energy vehicles in the three townships of Zhongshan City, and engage in the R & D and manufacturing of battery structure parts and body structure parts of new energy vehicles, the R & D and manufacturing of integrated technology of new generation battery and body, and the promotion service of new energy technology, with an investment intensity of 1.02 billion yuan.
Luxshare Precision Industry Co.Ltd(002475) : it is proposed to raise no more than 13.5 billion yuan
Luxshare Precision Industry Co.Ltd(002475) (002475) disclosed the non-public offering plan on February 21. The total amount of funds raised is no more than 13.5 billion yuan, which will be used for the construction of intelligent wearable device product line and technology upgrading projects.
Capitalonline Date Service Co.Ltd(300846) : the development plan of digital economy and the project of “counting East and calculating West” are conducive to the development of the company
Capitalonline Date Service Co.Ltd(300846) (300846) on February 21, the announcement of stock trading changes was disclosed. The golden development opportunity brought by the launch of the national strategic “East number and West calculation” project of digital economy development planning and resource allocation in the digital economy era will be conducive to the future development of the company. The company reminds the majority of investors to understand the company’s business and products, prevent concept speculation, make rational decisions, invest prudently and pay attention to risks.
Sichuan Development Lomon Co.Ltd(002312) : it is proposed to invest 12 billion yuan to build Deyang Sichuan Development Lomon Co.Ltd(002312) lithium battery new energy material project
Sichuan Development Lomon Co.Ltd(002312) (002312) announced on February 21 that it plans to invest 12 billion yuan in Deyang Sichuan Development Lomon Co.Ltd(002312) lithium battery new energy material project in de’a industrial park with Deyang Sichuan Development Lomon Co.Ltd(002312) new materials Co., Ltd., a wholly-owned subsidiary, as the main body.
