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 lower: nearly 3800 stocks fell, and the net sales of northward funds exceeded 7 billion
The three major A-share indexes collectively closed lower today, with the Shanghai index falling 0.96% to close at 3457.15 points; The Shenzhen Component Index fell 1.29% to close at 13297.11; The gem index fell 1.38% to close at 2765.91. The market turnover reached 978.3 billion yuan, and the number of falling stocks was close to 3800. Most of the industry sectors closed down, led by the industries of games, cultural media and medical devices, and the precious metal industry rose sharply against the market. Northbound funds sold a net 7.34 billion yuan today.
The promotion rate of continuous board stocks exceeds 50%! The tension between Russia and Ukraine affects the market nerves, but the short-term emotional atmosphere is still good
After today's low opening of the index, there was a weak shock all day, and individual stocks showed a general decline pattern. On the sector, gold, oil and gas and other risk aversion sectors strengthened, and the concept stocks of "counting from the east to the west" differentiated, and the front row stocks continued to be strong. In addition, Kweichow Moutai Co.Ltd(600519) , Contemporary Amperex Technology Co.Limited(300750) and other heavyweights fell to varying degrees today, dragging down the index. In the market environment of "light index and heavy individual stocks", today, in addition to the continued activity of the concept of "counting from the east to the west", the risk aversion sector also strengthened in shock.
The turnover of the two cities has been enlarged, and there are as many as 13 Sanlian board stocks, active capital game, convertible bonds and sub new shares
The market is active and the risk appetite of funds is high. The number of funds in the East and the number of funds in the West have continued to rise. Yesterday, there were targets with crazy money making effects such as Jiali convertible bonds and ningjian convertible bonds. Today, there are also targets such as Yokogawa convertible bonds, Xintian convertible bonds, Shenglu convertible bonds and Huatong convertible bonds. And the speculation mood extended to the secondary new shares. Newtage stopped temporarily for the second time in the session, boasting that the shares followed the rise and stopped temporarily.
Dragon and tiger list: 109 million yuan to raise Nanjing Hicin Pharmaceutical Co.Ltd(300584) foreign capital net buy 2 shares, institutions net buy 8 shares
On February 22, Nanjing Hicin Pharmaceutical Co.Ltd(300584) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 109 million yuan on the third day. The data showed that the stock had a large daily limit of 20cm, with a cumulative increase of 46.78% in the past three days. The net inflow of funds into Huatai Wuxi Jiefang West Road was 46.1835 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 8 were net bought by the institution and Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) was the most bought, amounting to 86.2981 million yuan. In addition, 14 shares were sold by institutions, and Anhui Golden Seed Winery Co.Ltd(600199) was sold the most, with a net sales of 239 million yuan in the three days.
Resumption of 62 trading shares: Sichuan Yahua Industrial Group Co.Ltd(002497) top one word Ningbo Construction Co.Ltd(601789) 5 board relay Capitalonline Date Service Co.Ltd(300846) 20cm three times
Today (February 22), the three major indexes fell, with a turnover of 978.3 billion, 77.9 billion compared with the previous trading day. On the disk, precious metals, oil and gas exploitation, lithium extraction from salt lakes, gas, computing power concept and other sectors led the rise, while cloud games, metauniverse, covid-19 detection, media and other sectors led the decline. A total of 62 shares rose today, down 54 shares from 116 shares in the previous trading day. Non ferrous metals, petroleum and petrochemical industries led the rise in the two cities.
Seven stocks including Nanjing Hicin Pharmaceutical Co.Ltd(300584) hit record highs
On February 22, the Shanghai stock index closed at 3457.15 points, down 0.96%; Shenzhen composite index closed at 13297.11 points, down 1.29%; The gem index closed at 2765.91 points, down 1.38%. According to the data of China stock market news choice, the intraday share prices of seven stocks hit an all-time high today, including Nanjing Hicin Pharmaceutical Co.Ltd(300584) . Data show that today, the intraday share prices of 14 stocks hit a record low, including Wayz Intelligent Manufacturing Technology Co.Ltd(688211) .
blockbuster news
The CPC Central Committee and the State Council issued opinions on doing a good job in the key work of comprehensively promoting rural revitalization in 2022
To do a good job in the work of "agriculture, rural areas and farmers" in 2022, we should adhere to and strengthen the party's comprehensive leadership over the work of "agriculture, rural areas and farmers", firmly adhere to the two bottom lines of ensuring national food security and preventing large-scale poverty return, highlight annual tasks, targeted measures and effectiveness orientation, give full play to the leadership role of rural basic party organizations, and do a solid and orderly job in rural development, rural construction We will focus on rural governance, promote new progress in Rural Revitalization and take new steps in agricultural and rural modernization.
Heavy! No. 1 central document issued: vigorously implement soybean and oil production capacity upgrading project
The CPC Central Committee and the State Council issued the opinions on doing a good job in the key work of comprehensively promoting rural revitalization in 2022, and put forward the following opinions. We will increase subsidies for farmland rotation and incentives for large oil producing counties, focus on supporting appropriate regions, key varieties and business service subjects, promote belt composite planting of corn and soybean in the Huang Huai Hai, northwest and southwest regions, carry out grain and bean rotation in the northeast region, and promote the pilot of water to drought and rice to beans in some underground water overexploitation areas and well irrigated rice areas in cold areas in Heilongjiang Province, Develop winter fallow fields and expand rape planting in the Yangtze River Basin. Carry out demonstration of soybean planting in saline alkali land. Support the expansion of Camellia oleifera planting area and the transformation and upgrading of low yield forests.
The national development and Reform Commission once again took action to stabilize coal prices, and a meeting on stabilizing coal prices was held twice in February
The economic operation Bureau of the national development and Reform Commission held a video conference on stabilizing coal prices. The participants included Shaanxi Provincial Development and Reform Commission, Shaanxi Provincial Energy Bureau, Shanxi Provincial Energy Bureau, Inner Mongolia Autonomous Region Energy Bureau, Hebei Port Group, China Iron and steel network, etc. the conference mainly focused on the current coal and carbon market price, studying and standardizing coal market transactions and stabilizing coal price market.
Relevant state departments will auction policy soybeans
According to the current market situation outside China, the relevant state departments have decided to arrange the export of some central reserve edible oil tankers, and will start the policy soybean auction to increase the market supply of soybeans and edible oil.
Anchor Ping Rong evaded taxes and was fined 62.03 million yuan
The tax department of Guangzhou City, Guangdong Province handled the case of tax evasion by network anchor Ping Rong according to law. According to the investigation, Pingrong evaded 19.2605 million yuan of personal income tax by hiding the commission income of live broadcasting and goods from 2019 to 2020, and failed to declare other production and operation income according to law, underpaying 14.5072 million yuan of relevant taxes.
The Ministry of transport issued a notice to actively expand effective investment
Recently, the Ministry of transport issued the notice on actively expanding effective investment in transportation, which plans to expand effective investment in transportation in 2022 to achieve a "good start" and "stable start". The notice requires that all localities and units should earnestly ensure the policy elements such as capital and land, give full play to the guiding and driving role of central funds, innovate the investment and financing system and mechanism, strengthen communication and coordination with relevant departments, promote the establishment of inter ministerial, inter provincial and inter ministerial coordination and promotion mechanisms for major projects, and form a joint force to promote the construction of major projects.
Ministry of industry and information technology: we should strengthen the safety supervision of the civil explosive industry, strengthen the reorganization and integration, and promote technological transformation
The work safety committee of the Ministry of industry and information technology held a plenary meeting, which stressed the need to seriously rectify the problems found in the work safety assessment of the Ministry by the State Council, establish an account for the rectification and implementation of the assessment feedback problems, and rectify them one by one to ensure that the measures are implemented and the rectification is complete.
We should strengthen the safety supervision of the civil explosive industry, compact the main responsibility of enterprises, carefully implement the responsibilities of safety production, strengthen the reorganization and integration, promote technological transformation, improve the intrinsic safety level of the industry, and ensure the safe production of the civil explosive industry.
Payment and clearing Association: the new "personal business collection code" is set, and the current "personal collection code" is not closed or deactivated, and its function remains unchanged
China payment and clearing Association today released the announcement on optimizing barcode payment services, saying that it will further optimize the business environment and provide more accurate and convenient payment services. The "personal business collection code" is newly set, and users can choose to use it freely. Users use the "personal business collection code", the service is not reduced, the experience remains unchanged, the code assignment process is free, and they can enjoy more efficient transaction reconciliation and other services. The current "personal collection code" is not closed or deactivated, and its function remains unchanged.
individual stocks in hot sector
Lithium resource stocks bucked the trend and strengthened! High lithium price promotes performance, and the valuation space is expected to be revised (with shares)
Guotai Junan Securities Co.Ltd(601211) pointed out that basically, the short-term lithium supply and demand continues to be tight, the lithium price may remain strong, and the concentrate end is more certain. Although the Ministry of industry and information technology recently proposed to continue to accelerate the development of China's lithium resources, the increase of lithium supply will not occur within one year (more affecting the long-term supply expectation). It is expected that the spot price of lithium is still easy to rise but difficult to fall in the short term.
There is a mysterious force quietly rising, and the replacement tide of electronic detonators is coming? Sorting out civil explosive targets
Wanlian Securities pointed out that during the "14th five year plan" period, the state's management measures for industrial detonators were upgraded again. The Ministry of industry and information technology indicated in the "14th five year plan" for the safety development of civil explosives Industry issued in November 2021 that during the "14th five year plan" period, industrial digital electronic detonators will be fully promoted, except that a small amount of production capacity will be reserved for export or other permitted special purposes, Stop production before the end of June 2022 and stop selling industrial detonators other than industrial digital electronic detonators before the end of August 2022. This means that the replacement tide of digital electronic detonators has officially arrived.
"Ten thousand taels of gold at the sound of a cannon"? The situation in Russia and Ukraine is escalating! Gold, oil and gas sectors strengthened! Did you hit it?
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.
Eight major brokerage theme strategy: weak market "no lithium"! Why did the lithium sector soar against the trend? Carding of core targets
Sinolink Securities Co.Ltd(600109) said that the deterministic supply-demand gap of lithium mines in 2022 and 2023 will be greatly alleviated in 2024 and 2025. The sustainability of this round of supply-demand mismatch will exceed expectations and continue to be optimistic about investment opportunities in the lithium sector. Focus on the idea of "performance + growth". Focus on companies with resources, processing capacity and growth in the future, such as leading Tianqi Lithium Corporation(002466) , Ganfeng lithium industry, elastic targets Yongxing Special Materials Technology Co.Ltd(002756) , Chengxin Lithium Group Co.Ltd(002240) , Keda Industrial Group Co.Ltd(600499) .
selected announcements of listed companies
Yintai Gold Co.Ltd(000975) : the gold mining right of the holding subsidiary is released
Yintai Gold Co.Ltd(000975) (000975) announced on February 22 that recently, the company received a notice from the Department of natural resources of Yunnan Province that the restrictions such as the seizure of the gold mining right owned by the holding subsidiary Huasheng gold mine have been lifted. Huasheng gold mine will release the mining license with a production scale of 100000 tons / year, which is conducive to promoting the resumption of work and production of Huasheng gold mine. After the release of the seal, Huasheng gold mine will promote the progress of the approval and filing process related to the resumption of production as soon as possible, and speed up the approval work related to the change of production scale to 1.2 million tons / year.
Poly Plastic Masterbatch (Suzhou) Co.Ltd(300905) : it is proposed to invest 260 million yuan in the second phase of the project to expand the production scale of color masterbatch
Poly Plastic Masterbatch (Suzhou) Co.Ltd(300905) (300905) announced on February 22 that the company plans to use the industrial project construction land located in the south of Chuangxin Road, Beiqiao street, Xiangcheng economic and Technological Development Zone, Suzhou and the east of wukailu as the construction land for the company's old plant relocation and equipment upgrading project. The total investment of Poly Plastic Masterbatch (Suzhou) Co.Ltd(300905) phase II project is proposed to be 260 million yuan. After the completion of the project, the company will transform the production capacity of 12000 tons of the old plant and add 15500 tons of production capacity, and finally form an intelligent and integrated production workshop with an annual output of 27500 tons of color masterbatch.
Guangdong Guanghua Sci-Tech Co.Ltd(002741) : signed strategic cooperation agreements with Aodong new energy and Panasonic China
Guangdong Guanghua Sci-Tech Co.Ltd(002741) (002741) it was announced on February 22 that the company signed the strategic cooperation agreement with Aodong new energy and Panasonic China in Guangzhou on the same day. In order to strengthen the cooperation in the fields of battery bank, battery life cycle asset operation and management, battery life extension, power battery echelon energy storage utilization and material recovery, promote the business development of the three parties and form a comprehensive strategic cooperation relationship.
Spring Airlines Co.Ltd(601021) : it is proposed to repurchase shares with 50 million yuan to 100 million yuan
Spring Airlines Co.Ltd(601021) (601021) announced on February 22 that the company plans to use its own funds to repurchase the company's shares in the form of centralized bidding transaction. The total repurchase funds shall not be less than 50 million yuan, not more than 100 million yuan, and the repurchase price shall not exceed 58 yuan / share.
Han'S Laser Technology Industry Group Co.Ltd(002008) : the subsidiary Han Zu optoelectronics plans to introduce battle investment
Han'S Laser Technology Industry Group Co.Ltd(002008) (002008) announced on February 22 that the Han'S Laser Technology Industry Group Co.Ltd(002008) ESOP platform and the holding subsidiary Han's optoelectronics ESOP platform plan to increase the capital of Han's optoelectronics, with a total investment of no more than 141 million yuan. At the same time, Han optoelectronics plans to introduce five strategic investors, including gaolingyurun, gaoxintou entrepreneurship, Zhiyuan of high tech investment, Xiaohe entrepreneurship and CSI investment, with a total investment of no more than 141 million yuan. The share price is about 9.86 yuan / share, and the total amount of capital increase is no more than 282 million yuan.
Jiangxi Copper Company Limited(600362) : Jiangxi copper foil, a holding subsidiary, plans to be listed separately
Jiangxi Copper Company Limited(600362) (600362) announced on February 22 that the board of directors agreed to plan the spin off and listing of Jiangxi copper foil, a holding subsidiary.
Jiangsu Zhongli Group Co.Ltd(002309) : signed a strategic cooperation framework agreement with Huadian Group Hubei Branch
Jiangsu Zhongli Group Co.Ltd(002309) (002309) announced on February 22 that recently, the company signed the strategic cooperation framework agreement with Huadian Group Hubei branch to carry out comprehensive cooperation in ground photovoltaic and wind power projects, source network load storage, multi energy complementary integration base, county wide distributed photovoltaic, development and construction of energy storage power stations, photovoltaic operation and maintenance and other fields. During the 14th Five Year Plan period, strive to complete the cooperative development or Project M & A of about 500MW projects.
Beijing Jiayu Door Window And Curtain Wall Joint-Stock Co.Ltd(300117) : sign the PC general contract of 300MW photovoltaic power station project with the subsidiary of the controlling shareholder
Beijing Jiayu Door Window And Curtain Wall Joint-Stock Co.Ltd(300117) (300117) announced on February 22 that Xuzhou Jiayu, a wholly-owned subsidiary, signed four PC general contracting contracts with Gansu jianian, and Xuzhou Jiayu undertook the PC general contracting business of 300MW photovoltaic project, with a total contract amount of 1.35 billion yuan. The counterparty Gansu jianian is the holding subsidiary of Jiayu group, the controlling shareholder of the company.
Fujian Yongfu Power Engineering Co.Ltd(300712) : Joint pre bid for EPC project of offshore wind farm project
Fujian Yongfu Power Engineering Co.Ltd(300712) (300712) announced on February 22 that the consortium formed by the company, Fujian Electric Power Institute and China Railway Bridge Bureau Group is the candidate for the bid winning of the EPC general contracting project of Pingtan offshore wind farm, with a bid winning amount of 699 million yuan, of which 433 million yuan belongs to the company, accounting for about 69.07% of the company's audited general contracting business revenue of 627 million yuan in 2020.
