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 up in large quantities: the gem index rose by nearly 3%, and the semiconductor sector broke out
The three major A-share indexes collectively closed up today, with the Shanghai index rising 0.93% to close at 3489.15 points; The Shenzhen Component Index rose 1.90% to close at 13549.99; The gem index showed the strongest trend, with an increase of 2.82% to close at 2843.87 points. The market turnover was enlarged. Today, it returned to above one trillion yuan, reaching 1.04 trillion yuan, and the number of rising stocks exceeded 3600. The industry sector rose more or fell less, the semiconductor sector broke out, the education, battery and photovoltaic equipment industry led the increase, and the precious metals, mining industry and coal industry led the decline.
Gem index rose nearly 3%, and track stocks rose sharply! Market style to switch?
Today, the index rose across the board, with Kechuang 50 up 3.98%. After a month, the turnover of the two cities exceeded trillion yuan again, and the track stocks rebounded collectively, Hithink Royalflush Information Network Co.Ltd(300033) Semiconductor Index rose 5.45%, lithium battery index rose 3.11%, photovoltaic index rose 2.41%, military industry index rose 2.28%, while cyclical stocks such as coal, oil and gas, real estate and finance adjusted.
A-share transaction returns to trillion! Rural Revitalization theme outbreak organization shouted “electronic bull” and “Hong Kong stock repair”
On February 23, the risk appetite of A-Shares rose, the industry and concept sector rebounded in a large area, the general rising market reappeared, and the market turnover broke through trillion yuan after a month. Looking forward to the future, analysts believe that although the electronic fluctuation is large, it is still a long bull sector; In addition, a number of securities companies suggested paying attention to the repair market of Hong Kong stocks in the second quarter.
Dragon and tiger list: 513 million rush to raise Hoshine Silicon Industry Co.Ltd(603260) foreign capital net buy 5 shares, institutions net buy 12 shares
On February 23, Hoshine Silicon Industry Co.Ltd(603260) was the largest net inflow of funds among the dragon and tiger stocks on the list, with a net inflow of 513 million yuan on the third day. Data show that the stock closed within the daily limit, up 25.99% in the past three days. The net inflow of funds into the top seat of Shanghai Stock connect was 56.439 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 12 were net bought by the institution, Hoshine Silicon Industry Co.Ltd(603260) was the most bought, with a net purchase of 694 million yuan in three days. In addition, 10 shares were sold by institutions, and Sichuan Yahua Industrial Group Co.Ltd(002497) was sold the most, amounting to 235 million yuan.
Resumption of 104 trading shares: Sichuan Yahua Industrial Group Co.Ltd(002497) , Insigma Technology Co.Ltd(600797) opening and sealing Hengbao Co.Ltd(002104) high giant Yin
Today (February 23), the prospects of the three major indexes rebounded, and Kechuang 50 rose by 3.98%. On the disk, photovoltaic, energy storage and lithium battery stocks rose in turn, all showing some performance; Photoresists, semiconductors and components, automotive chips and silicon energy led the increase, while precious metals, corn and oil and gas exploitation led the decline. Today, a total of 104 shares rose by the daily limit, an increase of 42 shares compared with 62 shares on the previous trading day. In the Shenwan industry, electronics and power equipment led the rise of the two cities.
Track stocks collectively rebounded Yimikang Tech.Group.Co.Ltd(300249) , Nanjing Hicin Pharmaceutical Co.Ltd(300584) and other 8 stocks hit a record high
On February 23, the Shanghai stock index closed at 3489.15 points, up 0.93%; Shenzhen composite index closed at 13549.99 points, up 1.90%; The gem index closed at 2843.87 points, up 2.82%. According to the data of China stock market news choice, the intraday share prices of eight stocks hit an all-time high today, including Yimikang Tech.Group.Co.Ltd(300249) , Nanjing Hicin Pharmaceutical Co.Ltd(300584) . Data show that the intraday share price of one stock hit a record low today, including Beijing Fjr Optoelectronic Technology Co.Ltd(688272) . News 456789 {
Foreign media reporters asked whether China would sanction Russia? Hua Chunying asked four questions
Hua Chunying said that we hope relevant parties can seriously think about it and strive to solve problems through dialogue and consultation. I would also like to point out that the unilateral illegal sanctions imposed by the United States and other countries have caused serious difficulties to the economy and people’s livelihood of relevant countries. When dealing with the Ukrainian issue and its relations with Russia, the United States must not damage the legitimate rights and interests of China and other parties.
The interest rate of the first house loan in Hangzhou fell to about 5.6%, and the fastest lending was one week
After the Spring Festival holiday, the mortgage interest rates of the first and second homes in Hangzhou have been lowered. At present, the interest rate of the first house of major banks is basically stable at 5.6% ~ 5.65%, the lowest rate of individual banks can be 5.5%, and the interest rate of the second house is generally about 5.85%. At the same time, the speed of bank lending has also been significantly accelerated, and the lending cycle of individual banks only takes 5 working days.
Guangzhou housing and Urban Rural Development Bureau responded to the rumor that the price limit of luxury houses was relaxed: there was no relaxation
On February 23, Guangzhou Municipal Bureau of housing and urban rural development exclusively responded to the rumor of “relaxation of early price limit” by the reporter of China Securities Journal, pointing out that neither luxury houses nor ordinary houses have been relaxed. Previously, it was said that the price limit of luxury houses was relaxed, which was misread by the outside world. “We have control over all real estate prices.”
The Kwai live e-commerce provider will cut off Taobao, Jingdong alliance commodity link from March 1st.
Kwai Kwai electric Kwai announced that the third party e-commerce platform and the fast hand cooperation agreement changed, since 0 o’clock on March 1, 2022, Taobao alliance commodity link will not be able to publish goods and services links in the quick live shopping cart, short video shopping cart, business details page, etc. Jingdong alliance commodity link will not be able to release goods and service links between Kwai live broadcast rooms, and can publish links of goods and services in short video shopping carts, business details pages and so on.
The national development and Reform Commission organized the investigation of abnormal trading behavior in the power coal futures market
Recently, the national development and Reform Commission has closely monitored the price trend of coal and other bulk commodities, earnestly done a good job in price prediction and early warning, timely learned about the transactions of relevant market subjects, investigated abnormal transactions and malicious speculation, severely cracked down on illegal acts such as disturbing the market and driving up prices, and maintained normal market order. For the recent abnormal fluctuations in the prices of individual varieties of thermal coal futures, the national development and Reform Commission immediately carried out the investigation of abnormal trading behavior in conjunction with relevant parties, carefully screened the trading subjects suspected of malicious speculation, and invited the relevant local functional departments to have a serious interview.
The national development and Reform Commission regulates the sampling behavior of coal price index
The national development and Reform Commission has asked the coal price index institutions to speed up rectification, strictly regulate the sampling behavior of price index, comprehensively, truly, accurately and objectively reflect the market price situation and avoid misleading market expectations. In the next step, we will continue to do a good job in monitoring the coal price in the coal market, and resolutely punish the acts of driving up the market coal price and fabricating and publishing false price increase information, so as to ensure the stability of the market coal price.
HKSAR Government: ready to welcome the return of China concept shares
Chen maobo, the financial secretary of the HKSAR government, said in his 2022 / 2023 budget that the risks and uncertainties faced by Chinese enterprises in listing on overseas markets have increased, and many Chinese concept shares have chosen to return.
Hong Kong has made preparations for this, including allowing greater China companies that do not have different voting structures and are non Chuang Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) to be listed in Hong Kong for the second time, and giving greater flexibility to issuers with Dual Major listing. These measures will further attract high-quality zhonggai shares to be listed in Hong Kong, enrich market options, increase market liquidity and enhance the competitiveness of Hong Kong’s global financing platform.
Ministry of Finance: from March 18, China and Malaysia will mutually implement the RCEP tax rate agreement
In accordance with the relevant provisions of the regulations of the people’s Republic of China on import and export tariffs and the regional comprehensive economic partnership agreement (RCEP), as well as the entry into force of RCEP for Malaysia, the treaty tax rate applicable to some imported goods originating in Malaysia will be implemented as of March 18, 2022.
hot sector stocks
The turnover will break another trillion! Spring return A-share funds focus on the two key words of “undervalued value” and “steady growth” (attached shares)
Chen Li, chief of global strategy, said last week that growth stocks, including new energy, technology and digital economy, have expanded rapidly in the past two years and overdrawn some growth expectations, but they will also bring excess returns in the long run. The above value means to wait for the popular track and underestimate its opportunity. At present, the valuation of growth stocks has not fallen to a reasonable point. If electric vehicles are valued at 30x, CXO at 40x and digital economy at 40x, configuration can be considered.
8-share limit military industry has the dual attributes of undervalued value and high growth! The auto sector also has opportunities?
Anxin Securities pointed out that it is expected that the traditional vehicle and new energy vehicle industries will improve in an all-round way in 2022. In terms of new energy vehicles, with the recovery of price acceptance of new energy vehicles after the festival, combined with the continued strong terminal demand and abundant undelivered orders, the annual sales volume is expected to maintain a high growth. In terms of traditional cars, with the continuous improvement of chip shortage, the orders stored in the early stage are expected to speed up delivery; With the launch of new products by auto enterprises, the demand will be released, and the traditional passenger cars are expected to be significantly improved in 2022.
Outstanding performance + policy blessing! The semiconductor sector broke Konfoong Materials International Co.Ltd(300666) , Kingsemi Co.Ltd(688037) and other limit tides
Founder Securities Co.Ltd(601901) believes that a large amount of data from the East needs to be stably transmitted to the West for storage and calculation, while long-distance communication transmission often faces the problem of data delay. Therefore, the “East digital West computing” needs to further consolidate the network communication infrastructure, and the communication chips related to data transmission will usher in greater development space. Communication chip: the demand for transmission equipment and wireless equipment such as switches, 5g base stations, routers and servers continues to grow, driving the rising demand for communication chips.
Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) soaring education stocks? Hybio Pharmaceutical Co.Ltd(300199) 20cm limit! “Taking medicine” market returns?
Wanlian securities mentioned that the focus of education is on the norms of after-school training and vocational education, and advocates that heroes are not only based on achievements. The Ministry of education proposed to standardize the management of non subject after-school training and moderately expand the enrollment scale of secondary and higher vocational colleges in some fields. It is suggested to pay attention to the education companies that promote the development of educational technology, deeply cultivate the sub track of quality education and vocational education.
Theme strategy of eight securities companies: the reason for the sharp rise of technology stocks has been found! The organization shouted “electronics is still the bull sector”
Minsheng Securities said that for a long time, electronics has been an important institutional allocation sector. In the early stage, the electronics sector was dominated by consumer electronics, and apple chain company bloomed. Then, under the background of Huawei incident and shortage tide, semiconductor companies started domestic substitution and relay consumer electronics to become the main investment line. Although the electronic fluctuation is large, it is still a long bull sector.
selected announcements of listed companies
Zhejiang Langdi Group Co.Ltd(603726) : the listing application of Yongsi electronic technology innovation board, a joint-stock company, was approved
Zhejiang Langdi Group Co.Ltd(603726) (603726) announced on February 23 that the application for initial public offering of shares of the joint-stock company YongSi Electronics (Ningbo) Co., Ltd. was deliberated and adopted at the 11th meeting of the science and Innovation Board Listing Committee of Shanghai Stock Exchange in 2022 on February 22. Yongsi electronics is mainly engaged in the packaging and testing of integrated circuits. As of the disclosure date of the announcement, the company held 31 million shares of Yongsi electronics, accounting for 8.92% of its total share capital before the initial public offering.
Sany Heavy Industry Co.Ltd(600031) : Sany leasing plans to apply for the issuance of ABS of no more than 20 billion yuan
Sany Heavy Industry Co.Ltd(600031) (600031) announced on February 23 that Sany leasing, a holding subsidiary, plans to apply for registration and issue asset-backed securities (ABS) of no more than 20 billion yuan. Sany group, the controlling shareholder of the company, plans to subscribe for all subordinated asset-backed securities (the subscription amount does not exceed 3 billion yuan), and this transaction constitutes a related party transaction.
Xi’An Tian He Defense Technology Co.Ltd(300397) : in recent years, the company’s military orders have been relatively stable, and will continue to increase R & D investment in military equipment
Xi’An Tian He Defense Technology Co.Ltd(300397) (300397) indicates that the company’s military orders have been relatively stable in recent years, and the military orders disclosed by the company in 2021 are currently being implemented. The company will closely focus on the national industrial policy layout of the 14th five year plan, stick to the “strategic cutting-edge and disruptive technology development” plan, focus on “accelerating the upgrading of weapons and equipment and the development of intelligent weapons and equipment”, continue to increase the R & D investment of military equipment, and expand the business fields of new generation comprehensive near defense, intelligent border and coastal defense, digital military barracks, military products supporting and so on, Develop new fist products and strive to improve the core competitiveness in the corresponding military product segments.
Wuxi Huaguang Environment & Energy Group Co.Ltd(600475) : the subsidiary signed a 166 million yuan distributed photovoltaic power generation project
Wuxi Huaguang Environment & Energy Group Co.Ltd(600475) (600475) announced on February 23 that the subsidiary signed the 52mwp distributed photovoltaic power generation project of Geely Ronghe Xi’an base, with a contract amount of 166 million yuan.
Ningbo Yunsheng Co.Ltd(600366) : it is proposed to raise no more than 1.08 billion yuan for the intelligent manufacturing project of rare earth permanent magnet materials with an annual output of 15000 tons
Ningbo Yunsheng Co.Ltd(600366) (600366) announced on February 23 that it is planned to raise no more than 1.08 billion yuan for the intelligent manufacturing project of 15000 tons of high-performance rare earth permanent magnet materials of Baotou Yunsheng Technology Development Co., Ltd.
Xinjiang Tianrun Dairy Co.Ltd(600419) : the shares to be repurchased shall not exceed 72 million yuan
Xinjiang Tianrun Dairy Co.Ltd(600419) (600419) announced on February 23 that the shares to be repurchased will be used for employee stock ownership plan or equity incentive. The number of repurchased shares will not be less than 3.2 million shares and not more than 4.8 million shares, the repurchase price will not exceed 15 yuan / share, and the total repurchase fund is expected to not exceed 72 million yuan.
Qianhe Condiment And Food Co.Ltd(603027) : it is proposed to raise an additional 500 million yuan to 800 million yuan for the condiment intelligent manufacturing project
Qianhe Condiment And Food Co.Ltd(603027) (603027) disclosed the plan for non-public offering of A-Shares on February 23. The total amount of funds raised this time is no less than 500 million yuan and no more than 800 million yuan. After deducting the issuance expenses, all the funds raised will be used for the “intelligent manufacturing project of seasoning with an annual output of 600000 tons”. The issuing object is Wu Chaoqun, the controlling shareholder and actual controller of the company.
