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: the turnover was 1.36 trillion yuan, and more than 4000 shares fell
The three major A-share indexes weakened collectively today, and the Shanghai index closed down 1.7% to close at 3429.96 points; The Shenzhen composite index fell 2.20% to close at 13252.24 points; The gem index fell 2.11% to close at 2783.90. The trading volume of the market was significantly enlarged, reaching 1.36 trillion yuan today, and the number of falling stocks exceeded 4000. Most industry sectors closed lower, led by Internet services, cultural media, household light industry, engineering construction and education, while precious metals, shipbuilding and mining industries rose sharply against the market.
4027 stocks fell, oil and gas soared, and national defense and military industry stocks were the most resistant to decline!
Pudie! On Thursday, February 24, the situation in Russia and Ukraine changed, the global stock market plunged, and the three major indexes of the A-share market also fell. 4027 stocks closed down, and the turnover of the two markets increased by 30.92%. It is noteworthy that resource stocks soared, with mining, precious metals, combustible ice and gas all rising by more than 3%. Industry insiders believe that the unexpected changes in the conflict between Russia and Ukraine will accelerate the inflow of foreign capital after the release of A-share short-term sentiment, which is generally favorable.
Nearly 4000 stocks fell across the board! What is the impact of the war between Russia and Ukraine? Securities companies: do not change the medium-term trend of a shares
Today’s index fell sharply in the afternoon due to the war between Russia and Ukraine, and the decline narrowed in the late trading. However, the Shenzhen Composite Index and gem index still fell by more than 2%, and individual stocks showed a general decline pattern. On the sector, the safe haven Plate Strengthened in the afternoon. In terms of decline, digital economy related sectors led the decline. In addition, in the afternoon, a number of stocks have fried the board, and the fried board rate in the two cities is as high as 54%.
Dragon and tiger list: 126 million rush to raise Shouhang High-Tech Energy Co.Ltd(002665) foreign capital net buys 2 shares and institutions net buys 8 shares
On February 24, Shouhang High-Tech Energy Co.Ltd(002665) , with a net capital inflow of 126 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 14.66% throughout the day. Huaxin Shanghai Branch, which ranks first in net capital inflow, bought a net 62.9184 million yuan, and Shenzhen Stock connect seats bought a net 12.4286 million yuan. A total of 25 stocks were involved in the institutional participation in the dragon and tiger list, of which 8 were net bought by the institution, and Chengda pharmaceutical was the most bought, with a total of 39.5083 million yuan. In addition, 17 shares were sold by institutions, and Hangzhou Great Star Industrial Co.Ltd(002444) was sold the most, amounting to 271 million yuan.
Resumption of trading of 48 trading stocks: the fried board rate exceeds 50% Ningbo Construction Co.Ltd(601789) 7 Western Region Gold Co.Ltd(601069) the first board
Today (February 24), affected by the situation in Russia and Ukraine, the three major indexes once plunged and rebounded in the late trading. The turnover of the two cities today was 1362.7 billion, 321.8 billion compared with the previous trading day. On the disk, oil and gas exploitation, precious metals, gas, military industry and other sectors led the rise, while digital currency, smart government, education, cloud games and other sectors led the decline. Today, a total of 48 shares rose by the daily limit, 56 shares less than the 104 shares trading limit on the previous trading day. Among the Shenwan level industries, defense and military industry and petroleum and petrochemical industry led the rise of the two cities.
The three major indexes fell in large quantities Yimikang Tech.Group.Co.Ltd(300249) and eight other stocks hit a record high
On February 24, the Shanghai stock index closed at 3429.96 points, down 1.70%; Shenzhen composite index closed at 13252.24 points, down 2.20%; The gem index closed at 2783.90 points, down 2.11%. 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) . Data show that the intraday share prices of 26 stocks hit a record low today, including Chengdu Xgimi Technology Co.Ltd(688696) .
blockbuster news
The State Council approved the implementation plan of the 14th five year plan for the development of urban agglomerations in the middle reaches of the Yangtze River
It is required to highlight the advantages and characteristics of Jiangxi, Hubei and Hunan provinces, take the cultivation and development of modern metropolitan areas as the guide, optimize the structure of multi center networked urban agglomeration, improve the comprehensive carrying capacity, play the role of spatial hub in the national unified market, and create an important support for the development of the Yangtze River economic belt and the rise of the central region, an important growth pole for high-quality development in the country An important urban agglomeration with international influence.
Yi Huiman: adhere to strict supervision and resolutely maintain the open, fair and just order of the capital market
Yi Huiman presided over the feedback meeting to the leading group and made a speech on the inspection and rectification work. Yi Huiman said that adhering to the main responsibility and main business of supervision, adhering to strict supervision in accordance with the law, resolutely maintaining the openness, fairness and fair order of the capital market, placing steady growth, preventing risks and promoting reform in a more prominent position, promoting the steady and healthy development of the capital market, unremittingly promoting the comprehensive and strict governance of the party by the CSRC system, strengthening Party building, and striving to build a standardized, transparent, open, dynamic A resilient capital market will better serve the high-quality development of economy and society.
The 47 varieties collected by the Yangtze River Delta alliance are all previously national varieties
Price is the core issue of centralized purchase, and local alliance centralized purchase is also making more and more attempts in centralized purchase rules. The centralized purchase of the Yangtze River Delta will be conducted in Shanghai from February 14 to 15, and the on-site Q & A of relevant enterprises will be conducted in batches. According to the currently published materials, a highlight of this centralized purchase is that the winning price of national centralized purchase is linked from the aspects of the highest effective application price of varieties and the agreed purchase volume in the first year.
The newly revised criminal judicial interpretation on illegal fund-raising was released: online loans, virtual currency transactions, illegal fund-raising in the field of pension, etc
On February 24, the Supreme People’s Court issued the decision on Amending the interpretation of the Supreme People’s Court on Several Issues concerning the specific application of law in the trial of criminal cases of illegal fund-raising, which revised and improved the conviction and punishment standards for the crime of illegally absorbing public deposits and the crime of fund-raising fraud in the original judicial interpretation, and clarified the application of relevant laws, We will better implement the criminal policy of tempering justice with mercy, punish the crime of illegal fund-raising according to law, and safeguard the country’s financial security and stability.
The latest tone of the Ministry of housing and urban rural development! We will enhance the accuracy and coordination of regulatory policies and prepare for the construction of 2.4 million new guaranteed rental housing units
On February 24, the Information Office of the State Council held a press conference. Minister of housing and urban rural development Wang Menghui introduced the promotion of high-quality development of housing and urban-rural construction, and answered reporters’ questions. The relevant persons in charge gave clear answers to the issues of concern such as real estate regulation policies and the construction of indemnificatory rental housing.
The Ministry of education and other three departments took the initiative to standardize the campus vision testing and myopia prevention and control
On February 24, the official website of the Ministry of Education issued a document. The Ministry of education, the National Health Commission and the State Administration of market supervision jointly issued the notice on further standardizing the services related to campus vision testing and myopia prevention and control. The notice requires that unqualified institutions are strictly prohibited from entering the school to carry out vision testing. Local market supervision departments shall strictly investigate and deal with the behavior of marketing and publicity of children’s and teenagers’ myopia prevention and control products by using misleading expressions such as “rehabilitation”, “recovery”, “degree reduction”, “myopia cure”, “myopia Nemesis” and “degree repair” according to law.
General Administration of Customs: allow the import of wheat throughout Russia
The General Administration of Customs announced that in accordance with the relevant laws and regulations of China and the provisions of the supplementary provisions of the protocol on plant quarantine requirements for Russian wheat exported to China between the General Administration of Customs of the people’s Republic of China and the Ministry of agriculture of the Russian Federation, the import of Wheat throughout Russia is allowed.
hot sector stocks
Risk aversion is heating up! In addition to gold, oil and gas sectors, military and agricultural stocks are also ready to move
Tianfeng Securities Co.Ltd(601162) mentioned that the No. 1 document in 2022 mentioned “grain” 23 times (compared with 18 times in 2021), and proposed “appropriately raise the minimum purchase price of rice and wheat in 2022, and stabilize the subsidy policies for corn and soybean producers and rice”, which is expected to continue to enhance farmers’ planting enthusiasm, and the leading companies of seeds and chemical fertilizers are expected to benefit. We believe that the upward boom in the agricultural sector is an important investment opportunity this year. We continue to recommend high-quality leading companies in the subdivided agricultural sector such as pigs, seeds, feed and animal protection.
The index is crying, and the gold and oil and gas sectors are laughing! PetroChina soared Chenzhou City Jingui Silver Industry Co.Ltd(002716) limit
Dongzheng futures said that the geopolitical risks of Russia and Ukraine have brought risk aversion. Since the beginning of the year, due to the high inflation in the United States and the repricing of monetary policy, the risk aversion attribute of gold has regained capital favor, and the investment targets, including gold related stocks, gold ETFs and gold futures, have received capital inflows. In the short term, the Russian Ukrainian problem is difficult to alleviate or worsen rapidly. The risk aversion gives gold some support. Even if the risk subsides, the callback space is relatively limited.
Eight major brokerage theme strategies: the situation in Russia and Ukraine is complicated and confusing! What does it mean for crude oil and natural gas? Exposure of A-share small partners
The Pacific Securities Co.Ltd(601099) Securities said that China’s energy security issues still drive the development of the industry. In 2020, the external dependence of Petrochina Company Limited(601857) and natural gas rose to 73% and 43% respectively. Under the background of high oil prices, the problem of energy security is more prominent. On February 4, China and Russia signed an agreement on Russia’s supply of 100 million tons of oil to China through Kazakhstan for a period of 10 years. At the same time, China and Russia signed a second long-term natural gas contract for 30 years. Therefore, on the whole, only by vigorously exploiting conventional oil and gas resources and unconventional resources such as shale oil and gas can we further ensure national energy security. Give a “buy” rating to the oil and gas engineering industry.
selected announcements of listed companies
Navinfo Co.Ltd(002405) : the subsidiary approved the project of high-precision map for automatic driving in Hefei high tech Zone, and the special project of major emerging industries was approved
Navinfo Co.Ltd(002405) (002405) announced on February 24 that Hefei Siwei, a wholly-owned subsidiary, established the Sixth Batch of major emerging industry projects in Anhui Province – the major emerging industry project of high-precision map for automatic driving in Hefei high tech Industrial Development Zone, which was approved. Hefei Siwei will combine the self-developed core algorithm of automatic driving, Complete the research and development of key technologies to realize mass production L4 level automatic driving and crowdsourcing data update production platform of automatic driving map, and form L4 level automatic driving solution products.
Beijing Shougang Co.Ltd(000959) : it is expected that
Beijing Shougang Co.Ltd(000959) (000959) it was announced on February 24 that the company received the notice of the M & a committee of listed companies of the CSRC on submitting the materials for the meeting. The company expects that the M & a committee will hold a working meeting in the near future to review the company’s issue of shares to purchase assets and raise supporting funds and related party transactions. The specific time of the meeting shall be subject to the time announced on the official website of the CSRC.
China Tungsten And Hightech Materials Co.Ltd(000657) : the subordinate company plans to invest in the capacity expansion and transformation project of NC blade production line
China Tungsten And Hightech Materials Co.Ltd(000657) (000657) announced on February 24 that the board of directors agreed to raise 93.16 million yuan from Chengdu Great Wall cutting tools Co., Ltd., which is controlled by Zigong Cemented Carbide Co., Ltd., a subsidiary of the company, to expand and transform its existing CNC blade production line and increase its production capacity by 10 million pieces / year on the basis of the original annual output of 10 million pieces. The board of directors agreed that the Chengdu Branch of Zigong Cemented Carbide Co., Ltd., a subsidiary of the company, raised 97.92 million yuan to build a new high-strength fine tungsten wire production line with an annual output of 10 billion meters, which is mainly used in the photovoltaic industry.
Sunwoda Electronic Co.Ltd(300207) : it is proposed to invest 2 billion yuan in the construction of xinzhiwang intelligent hardware Ningxiang comprehensive production base project
Sunwoda Electronic Co.Ltd(300207) (300207) announced on February 24 that Shenzhen xinzhiwang, a subsidiary, plans to invest in the construction of “xinzhiwang intelligent hardware Ningxiang comprehensive production base project” within the jurisdiction of Ningxiang Economic Development Committee. The products produced by the project include but are not limited to TWS headphones, smart speakers, smart locks, sweeping Siasun Robot&Automation Co.Ltd(300024) and other related products, with a total planned investment of 2 billion yuan.
Trs Information Technology Co.Ltd(300229) : sign strategic cooperation framework agreement with Bluefocus Intelligent Communications Group Co.Ltd(300058)
Trs Information Technology Co.Ltd(300229) (300229) announced on February 24 that it signed a strategic cooperation framework agreement with Bluefocus Intelligent Communications Group Co.Ltd(300058) to vigorously promote the development of relevant businesses in the meta universe field and create a digital virtual human with independent “soul”.
Hubei Radio & Television Information Network Co.Ltd(000665) : signed a strategic cooperation agreement with Beijing Anhui Sinonet & Xinlong Science & Technology Co.Ltd(002298)
Hubei Radio & Television Information Network Co.Ltd(000665) (000665) announced on February 24 that the company signed the strategic cooperation framework agreement with Beijing Anhui Sinonet & Xinlong Science & Technology Co.Ltd(002298) Technology Co., Ltd. on that day. The two sides will carry out in-depth cooperation in the field of big data and cloud computing, and invest, build and operate various cloud services of national cultural big data central China platform, Hubei Radio & Television Information Network Co.Ltd(000665) cloud platform and industry cloud platform; Based on the complementarity of the businesses of both sides, we will also share resources in network resources, market resources, system solutions, implementation and delivery, and become priority partners for each other.
Guizhou Bc&Tv Information Network Co.Ltd(600996) : the East digital West computing industry company is in the preliminary design and planning stage
Guizhou Bc&Tv Information Network Co.Ltd(600996) (600996) issued a change announcement on February 24. On December 8, 2021, the company participated in the establishment of Dongshu Xisuan (Guizhou) Industry Co., Ltd., with a subscribed amount of 30 million yuan, but not yet paid in. The shareholding ratio is only 30%, which is a joint-stock company. At present, the company is in the preliminary design and planning stage and has not carried out specific business. It is expected to have a low impact on the profits of Listed Companies in 2022.
Anhui Zhongding Sealing Parts Co.Ltd(000887) : obtain the fixed point book of air suspension system product project
Anhui Zhongding Sealing Parts Co.Ltd(000887) (000887) it was announced on February 24 that Anhui anmeike, a Chinese subsidiary of AMK, a subsidiary of the company, recently received a customer notice that the company has become a batch supplier of air supply unit assembly products of air suspension system for a new platform project of an independent brand head enterprise in China. The life cycle of the project is 5 years, and the total amount of the life cycle is about 340 million yuan.
Wuxi Shangji Automation Co.Ltd(603185) : it is proposed to invest in the production project of 150000 tons of high-purity industrial silicon and 100000 tons of high-purity crystalline silicon
Wuxi Shangji Automation Co.Ltd(603185) (603185) announced on February 24 that it plans to invest in the construction of production projects with an annual output of 150000 tons of high-purity industrial silicon and 100000 tons of high-purity crystalline silicon, so as to expand new silicon material supply channels. The total investment of the project is expected to be RMB 11.8 billion. The whole project is divided into two phases. The design capacity of the first phase is 80000 tons of high-purity industrial silicon project and 50000 tons of high-purity crystalline silicon project. The second phase of the project will be promoted according to the market situation.
