Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors’ reference.
The gem index rose 2.58%: the medical sector rose sharply, and the North bought more than 6 billion yuan
The three major A-share indexes collectively closed up today, with the Shanghai index rising 0.63% to close at 3451.41 points; The Shenzhen Component Index rose 1.21% to close at 13412.92 points; The gem index showed a strong trend, with an increase of 2.58% to close at 2855.80 points. The market turnover exceeded 1 trillion yuan, reaching 1.02 trillion yuan today. Most industry sectors closed up, medical services, shipping ports and power industries rose sharply, and shipbuilding, precious metals and coal industries weakened against the market. BEIXIANG capital bought a net 6.385 billion yuan today.
Multi stock 20cm limit! There was a big outbreak in the medical and pharmaceutical sector, and the fear of valuation gradually disappeared, and the new shares have been listed for eight consecutive boards
Today (February 25), the performance of pharmaceutical and medical related sectors was strong, with the collective rise of cro concept, medical services, medical devices, medical beauty and covid-19 prevention line. In terms of individual stocks, as of the closing, Chengda pharmaceutical, Guangzhou Wondfo Biotech Co.Ltd(300482) and Asahi biological had a 20 cm limit, Hangzhou Alltest Biotech Co.Ltd(688606) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Beijing Hotgen Biotech Co.Ltd(688068) , Hangzhou Biotest Biotech Co.Ltd(688767) , Shanghai Medicilon Inc(688202) rose by more than 10%, and geriatric gas stocks Aba Chemicals Corporation(300261) continued to rise, up 12%. In addition, Hefu China, a recently listed covid-19 prevention and control stock, continued to rise by one word limit, and has won eight consecutive boards as of today.
Lower capital risk appetite, large loss effect in high-level stocks, and the concept of China and Russia began to ferment
Today, the market is mainly treated as repair. Most sectors are in a state of rising and falling. It is reasonable for funds to choose risk avoidance due to the uncertainty of the weekend. The recent decline of high-end stocks is relatively serious, Poly Union Chemical Holding Group Co.Ltd(002037) , Chengbang Eco-Environment Co.Ltd(603316) , Shandong Swan Cotton Industrial Machinery Stock Co.Ltd(603029) , Guangxi Radio And Television Information Network Corporation Limited(600936) etc. have a large loss effect. You can pay attention to whether such stocks can stop falling next Monday. If you continue to expand the loss effect, there will be negative feedback on the risk appetite of short-term funds.
Dragon and tiger list: 109 million rush to raise Ning Xia Yin Xing Energy Co.Ltd(000862) foreign capital net buys 3 shares and institutions net buys 15 shares
On February 25, Ning Xia Yin Xing Energy Co.Ltd(000862) , with a net inflow of 109 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 16.66% throughout the day. The net inflow of funds into Huaxin Shanghai Branch, which ranks first, net purchases of 74.0554 million yuan. A total of 25 stocks were involved in the institutional participation in the dragon and tiger list, of which 15 were net bought by the institution, Wuxi Shangji Automation Co.Ltd(603185) was the most bought, with a net purchase of RMB 353 million in three days. In addition, 10 shares were sold by institutions, and Yimikang Tech.Group.Co.Ltd(300249) was sold the most, amounting to 113 million yuan.
Resumption of 75 trading stocks: Ningbo Construction Co.Ltd(601789) falling limit Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) 6 board relay Western Region Gold Co.Ltd(601069) breaking board
Today (February 25), the three major indexes rebounded collectively. The turnover of Shanghai and Shenzhen markets today was 1018.8 billion, a decrease of 343.9 billion compared with the previous trading day. On the disk, CRO, covid-19 detection, electric power, port shipping and other sectors led the rise, while coal, gold, military industry, gas and other sectors led the decline. A total of 75 shares rose by the daily limit today, an increase of 27 shares compared with the daily limit of 48 shares on the previous trading day. Among the Shenwan level industries, medicine, biology and beauty care led the rise in the two cities.
The gem index rose 2.58% Sinomine Resource Group Co.Ltd(002738) , Hebei Sinopack Electronic Technology Co.Ltd(003031) and other 8 shares, and the intraday share price hit a record high
On February 25, the Shanghai stock index closed at 3451.41 points, up 0.63%; Shenzhen composite index closed at 13412.92 points, up 1.21%; The gem index closed at 2855.80 points, up 2.58%. According to the data of China stock market news choice, the intraday share prices of eight stocks hit an all-time high today, including Sinomine Resource Group Co.Ltd(002738) , Hebei Sinopack Electronic Technology Co.Ltd(003031) . Data show that the intraday share price of one stock hit a record low today, including Qingdao Rural Commercial Bank Corporation(002958) .
blockbuster news
Meeting of the Political Bureau of the CPC Central Committee: strengthening financial risk prevention and control and resolutely maintaining the overall situation of financial stability
The Political Bureau of the CPC Central Committee held a meeting on February 25. The meeting pointed out that this year’s work should focus on stability and seek progress while maintaining stability. We should strengthen the implementation of macro policies and stabilize the overall economic market. We will unswervingly deepen reform and stimulate the vitality of market players. Further implement the innovation driven development strategy. We will firmly implement the strategy of expanding domestic demand and promote coordinated regional development and new urbanization. Vigorously grasp agricultural production and promote the all-round revitalization of rural areas.
The number of investors in the securities market has exceeded the 200 million mark
Since it exceeded 150 million in March 2019, the number of investors has been growing, reaching 200.087 million by February 25, 2022.
Several banks in Nantong, Jiangsu reduced the down payment ratio of housing loans by 20%
On the afternoon of the 25th, it was learned from the relevant outlets 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 Jiangsu Co.Ltd(600919) located in Nantong City, Jiangsu province that the five banks reduced the down payment ratio of individual housing loans in the city, and the down payment ratio of home buyers who buy houses for the first time and apply for housing loans for the first time decreased from the previous lowest 30% to the lowest 20%. However, some outlets said that the qualification requirements for applying for a 20% down payment were higher than those for house buyers.
Delisting system new action! The CSRC will improve the supervision of listed companies after delisting. If they meet the conditions, they can apply for re listing
According to the news of the CSRC on February 25, in order to meet the requirements of registration system reform and normalized delisting, further improve the supervision of listed companies after delisting, and create a good ecosystem of “entry and exit, entry and exit”, the CSRC drafted the guiding opinions on improving the supervision of listed companies after delisting. The guidance includes five parts: basic principles, delisting connection procedures, continuous supervision system, risk prevention mechanism and supervision system.
CSRC: take the full implementation of the stock issuance registration system as an opportunity to further promote the high-quality development of the securities fund industry
China Securities Regulatory Commission held the 2022 institutional supervision work conference: at present, the capital market is in a critical period of development. Promoting the function of institutions and strengthening the prevention and control of industrial risks are important links in institutional supervision. We should take the full implementation of the stock issuance registration system as an opportunity, deepen the reform of the investment side as the starting point, focus on improving risk management, persevere in various key tasks, and further promote the high-quality development of the securities fund industry.
The two ministries and commissions issued guidance on bank and insurance institutions supporting the development of indemnificatory rental housing
Banking and insurance institutions should strictly abide by various regulatory provisions, standardize the financing management of indemnificatory rental housing, conduct strict due diligence, carefully assess risks, and promote business development in a steady and orderly manner.
To effectively prevent financial risks, it is not allowed to make flexibility in the name of indemnificatory rental housing, play a “marginal ball” and carry out regulatory arbitrage.
China Securities Association: in 2021, the securities industry opened 298 million A-share capital accounts for customers, with a year-on-year increase of 14.89%
By the end of 2021, the securities industry had opened 298 million A-share capital accounts for customers, with a year-on-year increase of 14.89%. The ending balance of customer transaction settlement funds (including credit transaction funds) was 1.90 trillion yuan, an increase of 14.66% over the end of the previous year, and the customer base was expanding.
individual stocks in hot sector
7 share limit! Another wave of market in the power sector is coming? 5 main lines layout pharmaceutical stocks!
Chuancai securities mentioned that with the deepening of the “double carbon” policy, the proportion of photovoltaic wind power and other new energy power generation in the energy structure continues to increase, but the intermittent and unstable characteristics of new energy power generation pose a challenge to the consumption capacity of the power grid. The development of new energy storage will effectively improve the grid connection and consumption capacity of new energy, promote the construction of new power system, and provide guarantee for the vigorous development of new energy.
Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) get 6 one word boards covid-19 drug concept outbreak! Chengda pharmaceutical “20cm” limit
Zheshang Securities Co.Ltd(601878) believes that the United States ensures the safety of the API and preparation supply chain by encouraging investment, which has a limited impact on the performance of Chinese companies, and the manufacturing scale advantage of Chinese companies in large tonnage characteristic API varieties is difficult to be replaced in the short term. In the medium and long term, we are more optimistic about companies with relatively high short-term R & D investment and leading potential platform production technology layout such as continuous flow / enzyme catalysis. We recommend Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) , Apeloa Pharmaceutical Co.Ltd(000739) , Brightgene Bio-Medical Technology Co.Ltd(688166) and so on.
Gold, oil and gas stocks callback, steel and rare earth rise! The organization shouted “time will be a friend of the rare earth sector”
The Pacific Securities Co.Ltd(601099) Securities said that with the passage of time, the healthy supply and demand pattern of rare earth stands out from the crowd. Unlike other varieties, it is deteriorating. Time will be a friend of the rare earth sector. This is the new logic of the rare earth sector. The sustainable time of the healthy supply and demand pattern is expected to far exceed market expectations.
Eight major brokerage theme strategies: focus on four main lines! Here comes the list of fully adjusted and undervalued pharmaceutical targets
Guosheng Securities said that medicine has entered the medium and long-term layout range, and the medium and short term is still bottom-up, with more emphasis on the three factors of “performance valuation chips”. Up to now, the “double high problem” has been digested. Although there are many assets with unspeakable short-term valuation, extremely cheap and short-term concerns that are difficult to prove false, they have entered the allocation range in the medium and long term.
selected announcements of listed companies
Wanhua Chemical Group Co.Ltd(600309) : the listing price of pure MDI in China increased by
Wanhua Chemical Group Co.Ltd(600309) (600309) announced on February 25 that since March 2022, Wanhua Chemical Group Co.Ltd(600309) China’s aggregate MDI listing price is 22800 yuan / ton (no change compared with February); The listing price of pure MDI is 26800 yuan / ton (3000 yuan / ton higher than the price in February).
Sinomine Resource Group Co.Ltd(002738) : it is proposed to invest 1 billion yuan to build a high-purity lithium salt project with an annual output of 35000 tons
Sinomine Resource Group Co.Ltd(002738) (002738) announced on February 25 that the company plans to invest in the construction of 35000 tons of high-purity lithium salt project with a total investment of about 1 billion yuan through its wholly-owned company Chunpeng lithium industry.
Guangzhou Development Group Incorporated(600098) : the subsidiary signed the investment and development agreement of photovoltaic power generation project
Guangzhou Development Group Incorporated(600098) (600098) announced on February 25 that the wholly-owned subsidiary Guangzhou Development Group Incorporated(600098) new energy company signed the investment and development agreement for 400MW agricultural (forest) photovoltaic power generation project in Xiushan Tujia and Miao Autonomous County with the people’s Government of Xiushan Tujia and Miao Autonomous County, Chongqing on February 24. The Guangzhou Development Group Incorporated(600098) new energy company will build a photovoltaic power generation project in the selected development area in combination with agriculture (or forestry and animal husbandry), with an installed capacity of 400 MW and a total investment of about 1.5 billion yuan.
Nuode Investment Co.Ltd(600110) : Sun signed the lithium battery copper foil product contract
Nuode Investment Co.Ltd(600110) (600110) announced on February 25 that recently, Huizhou electronics, a wholly-owned subsidiary of the company, signed a production pricing agreement with an overseas large automobile enterprise, which agreed that the company and its subsidiaries would supply copper foil products to the cooperative customers and their authorized parties from January 1, 2022. In 2022, the company and its wholly-owned subsidiaries promised their cooperative customers that the total supply of products would not be less than 6930 tons; After January 1, 2023, the company and its subsidiaries guarantee to cooperative customers that the supply of products is not less than 1515 tons per month.
National Silicon Industry Group Co.Ltd(688126) fixed increase result: the large fund phase II was allocated about 1.5 billion yuan
National Silicon Industry Group Co.Ltd(688126) (688126) disclosed the fixed increase results. The total amount raised was about 5 billion yuan, of which the second phase of the large fund was allocated about 1.5 billion yuan.
Sinopec Oilfield Service Corporation(600871) : newly signed overseas contracts of 3.87 billion yuan
Sinopec Oilfield Service Corporation(600871) (600871) announced on February 25 that the wholly-owned subsidiary China Petroleum & Chemical Corporation(600028) Group International Petroleum Engineering Co., Ltd. and total energy Uganda Co., Ltd. signed the main contract of Uganda tilenga oil and gas gathering and transportation system epscc project. The total construction period of the project is 76 months, and the contract amount is US $611 million. Tilenga block in Uganda contains 5 oil reservoirs and 31 cluster well pads (426 wells), with an annual output of about 10 million tons of crude oil. The above contracts are equivalent to about RMB 3.87 billion, accounting for about 5.69% of the company’s operating revenue in 2020 under Chinese accounting standards.
Oriental Energy Co.Ltd(002221) : sign strategic cooperation agreement with Honeywell UOP
Oriental Energy Co.Ltd(002221) (002221) announced on February 25 that the company and Honeywell UOP Global Oil Co., Ltd. signed the strategic cooperation agreement on the same day. Oriental Energy Co.Ltd(002221) an industrial park for comprehensive utilization of green energy resources will be established in Maoming City, Guangdong Province, China, and two sets of ecofining process units with an annual output of 500000 tons will be built to produce green aviation coal and green naphtha with kitchen waste oil and animal fat as the main raw materials. Honeywell UOP will provide patent authorization, process package, training, service, catalyst, adsorbent and special equipment of ecofining process technology to support Oriental Energy Co.Ltd(002221) to build and operate the above units.
Rongan Property Co.Ltd(000517) : the general manager plans to increase his shareholding of no less than 20 million yuan
Rongan Property Co.Ltd(000517) (000517) announced on February 25 that Wang Congwei, the director and general manager, plans to increase his holding of shares by no less than 20 million yuan. On the same day, it was announced that Xinhai investment plans to reduce 10 million shares of the company (accounting for 0.31% of the total share capital of the company) due to its own business development and capital needs.
