Take a look before going to bed! It combs the heavy news, hot plate news and announcements of listed companies for investors’ reference.
The Shanghai stock index rose more than 1%: real estate stocks rose sharply, with a net purchase of 8.6 billion yuan from the north
The three major A-share indexes collectively strengthened today, and the Shanghai index closed up 1.15% to close at 3532.79; The Shenzhen Component Index rose 1.27% to close at 14699.74 points; The gem index rose 0.99% to close at 3433.24 points. The turnover of the two cities remained above 1 trillion yuan, exceeding 1 trillion yuan for the 15th consecutive trading day, reaching 1.12 trillion yuan today. Most industry sectors closed up, while the real estate sector rose sharply. Northbound funds bought a net 8.6 billion yuan today.
Burst! Real estate stocks soared by 100 billion! Financial semiconductors soared and foreign investors bought 8 billion!
Today’s A-share performance is good, and the three indexes are up about 1%. After selling 11.8 billion yuan yesterday, 8 billion yuan came back today. Stimulated by many positive factors, real estate stocks rose sharply, which led to the rise of large financial sectors, and even semiconductors. Among them, the overall growth of the real estate sector exceeded 5%, and more than 10 stocks such as China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Gemdale Corporation(600383) , Poly Developments And Holdings Group Co.Ltd(600048) rose by the limit. In addition, the meta universe concept, securities, semiconductors and other sectors also rose strongly.
Real estate finance lifted the tide of limit! Yuancosmos re swiping mechanism: the market has entered the window of changing prices, and the new year’s market is about to start
On the disk, among Shenwan level industries, real estate, building materials, non bank finance and other industries led the rise and performed strongly. The real estate sector erupted, more than ten stocks such as Poly Developments And Holdings Group Co.Ltd(600048) , Seazen Holdings Co.Ltd(601155) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Gemdale Corporation(600383) sealed the trading limit, and China Vanke Co.Ltd(000002) rose 9.54%. Industry insiders believe that the market has entered the window period of price change, and the cross-year market is about to start. We should cherish the window of risk preference at the end of the year and the beginning of the year.
Dragon and tiger list: 460 million rush to raise Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) foreign capital net bought 10 shares, and institutions net bought 26 shares
On November 11, Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , with a net inflow of 458 million yuan, was the largest among the dragon and tiger stocks on the list. According to the data, the daily trading limit of the stock closed, with a full day turnover of 3.493 billion yuan and a turnover rate of 4.36%. Specifically, China International Capital Corporation Limited(601995) Shanghai Hubin Road Net purchase of 336 million yuan. A total of 40 stocks were involved in the institutional participation in the dragon and tiger list, of which 26 were net bought by the institution, and Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) was the most bought, amounting to 223 million yuan. In addition, 14 shares were sold by institutions, and Gf Securities Co.Ltd(000776) was sold the most, amounting to 113 million yuan.
Resumption of 92 trading stocks: Real Estate Trading frenzy Col Digital Publishing Group Co.Ltd(300364) 20cm fried board
Today (November 11), the two cities rose in the afternoon, and the three indexes rose by about 1%. The transaction volume of the two cities exceeded trillion for the 15th consecutive trading day. On the disk, real estate, diamond cultivation, cloud games, Huawei Hisilicon and other sectors led the rise, while beer, green power, oil and gas exploitation, biological vaccine and other sectors led the decline. A total of 92 shares rose today, an increase of 26 shares compared with the limit of 66 shares on the previous trading day. Among the 28 primary industries in Shenwan, real estate and building materials led the two cities.
The Shanghai 50 index rose nearly 2% Naura Technology Group Co.Ltd(002371) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) and other 54 shares to a record high
On November 11, the Shanghai stock index closed at 34532.79 points, up 1.15%; Shenzhen composite index closed at 14699.74 points, up 1.27%; The gem index closed at 3433.24 points, up 0.99%. According to the data of East Money Information Co.Ltd(300059) choice, the intraday share prices of 54 stocks hit a record high today, including Naura Technology Group Co.Ltd(002371) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) .
blockbuster news
Communiqu é of the Sixth Plenary Session of the 19th Central Committee of the Communist Party of China
The Sixth Plenary Session of the 19th CPC Central Committee was held in Beijing from November 8 to 11, 2021. The plenary session was presided over by the Political Bureau of the CPC Central Committee. The general secretary of the Central Committee Xi Jinping made an important speech. The plenary session listened to and discussed Xi Jinping the work report entrusted by the Political Bureau of the Central Committee, deliberated and adopted the resolution of the CPC Central Committee on the major achievements and historical experience of the party’s Centennial struggle, and deliberated and adopted the resolution on convening the 20th National Congress of the party.
The Sixth Plenary Session of the 19th CPC Central Committee decided that the 20th CPC National Congress will be held in the second half of 2022
The plenary session decided that the 20th National Congress of the Communist Party of China would be held in Beijing in the second half of 2022. The plenary session held that the 20th CPC National Congress is an important moment for our party to enter the new journey of building a modern socialist country in an all-round way and marching towards the second Centennial goal. It is a very important congress and a major event in the political life of the party and the state.
The Ministry of industry and information technology and the CSRC had a discussion and exchange on giving full play to the role of the capital market and supporting the development of small and medium-sized enterprises
On November 9, 2021, the Ministry of industry and information technology and the CSRC held a discussion and exchange on deepening cooperation, giving full play to the role of capital market and supporting the innovative development of small and medium-sized enterprises. Xu Xiaolan, Vice Minister of the Ministry of industry and information technology, and Zhao Zhengping, member of the Party committee and vice chairman of the CSRC, attended the meeting. Zhao Zhengping pointed out that deepening the reform of the new third board and establishing the Beijing stock exchange are not only an important measure for the capital market to better support the development and growth of small and medium-sized enterprises, but also an inevitable requirement for the implementation of the national innovation driven development strategy.
Ministry of Commerce: China US economic and trade cooperation is in the fundamental interests of the two countries and the two peoples
Shu jueteng, spokesman of the Ministry of Commerce, introduced that on the basis of maintaining the growth of China US trade in 2020, the bilateral trade volume grew rapidly from January to October this year, with a year-on-year increase of 23.4%, of which imports from the United States increased by 28.9% and exports to the United States increased by 21.8%. Shu jueteng said that this fully shows that the economies of the two countries are highly complementary. Bilateral economic and trade cooperation is in the fundamental interests of the two countries and the two peoples and is also conducive to the recovery of the world economy.
The Ministry of agriculture and rural areas held departmental coordination meetings and enterprise symposiums to promote the implementation of measures to stabilize pig production
Recently, the agricultural and rural sectors held a coordination meeting of pig production departments and a symposium of pig breeding enterprises to implement the decisions and arrangements of the CPC Central Committee and the State Council on stabilizing pig production, analyze the current situation and trend, listen to opinions and suggestions, and promote the implementation of working measures to stabilize pig production in the next stage. Ma Youxiang, Vice Minister of agriculture and rural areas, attended the meeting and delivered a speech.
The central bank and the safe solicited public opinions on issues related to supporting the development of new offshore international trade
In order to implement the opinions of the general office of the State Council on accelerating the development of new forms and models of foreign trade (GBF [2021] No. 24), serve the new development pattern of “double cycle”, further improve the level of trade liberalization and facilitation, and promote the healthy and sustainable innovation and development of new forms and models of foreign trade, the people’s Bank of China The State Administration of foreign exchange has jointly drafted the notice on issues related to supporting the development of new offshore international trade (Draft for comments), which is now open to the public for comments.
China’s first approved yuan universe Industry Association unveiled
On November 11, the yuan universe Industry Committee of China Mobile Communications Federation held the unveiling ceremony and officially released the new book yuan universe co authored by Yu Jianing and he Chao. China Mobile Communication Federation is the only national social organization in the field of China mobile communication, and its members include China Mobile, China United Network Communications Limited(600050) and so on. The yuan universe industry committee was approved to be established on October 15. It is the first approved yuan universe Industry Association in China and is committed to promoting the healthy and sustainable development of Yuan universe industry.
National Development and Reform Commission: the national coal output reached a record 12.05 million tons
With the continuous implementation of measures to increase coal production and supply, the high-quality production capacity of coal mines was further released, and the national coal output recovered and increased rapidly after the cold wave. On November 10, the daily output of coal dispatching reached 12.05 million tons, a record high, an increase of 120000 tons compared with the previous peak. Among them, the coal output of Shanxi, Shaanxi, Xinjiang and other provinces and regions reached a new high in recent years, laying a more solid foundation for the national energy supply and price stabilization work.
China Southern Power Grid will invest 670 billion yuan to build power grid in the 14th five year plan
The interface news learned from China Southern Power Grid that the company has issued the power grid development plan of China Southern Power Grid during the 14th five year plan to clarify the overall structure of power grid development during the 14th Five Year Plan period. China Southern Power Grid said that by 2025, the maximum load of the whole society in the five southern provinces and regions will reach 295 million KW, an increase of 79.6 million KW compared with 2020.
The price of light rare earths reached a new high in recent ten years
On November 11, according to Baotou rare earth products exchange, the 85th special auction of China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) (600111. SH) was completed that morning. Within 3 minutes of opening, the total of 20 tons of metal praseodymium and neodymium of the four targets reached the alarm price, with a transaction price of 930000 yuan / ton. The alarm price refers to the highest price that can be auctioned on that day.
hot plate stocks
Real estate stocks rose hi! Drive the take-off of related targets of household appliances and cement (with shares)
Wanlian Securities believes that the fundamentals of the real estate industry are still in the downward stage, and the current policy has begun to correct the deviation, which is expected to gradually return to the normal level. The valuation of each sector of A-share real estate is low, among which the profit stability of the property management sector is high. The current time point is mainly affected by the credit risk events of the development sector. With the gradual release of the risk of the development sector, the valuation repair can be expected. At the same time, it is suggested to pay attention to the valuation repair opportunities of high-quality real estate enterprises with good financial status and credit.
Real estate and finance rise together! Yuan universe concept heat does not decrease, cross year market open?
China Galaxy Securities Co.Ltd(601881) Securities said that the current market is in the combination of “fundamental bottom area” + “policy bottom”, the policy has released signals, and the credit side can be relaxed. According to past experience, the impact of the policy on the valuation elasticity of the sector is greater than the performance, and the valuation of the sector generally starts to rise in the fundamental bottom area. In the process of credit risk exposure, the industry accelerates the process of “survival of the fittest” and gradually clears up. After the risk events are implemented, the industry’s credit pattern will be reconstructed and the concentration will be further improved, which will benefit the head real estate enterprises with stable operation, low financing cost and healthy leverage structure.
The market size is $1.5 trillion! The core entrance of the meta universe in the future
Guosen Securities Co.Ltd(002736) said that VR / AR is the core entrance of metauniverse in the future. With the continuous increase of VR hardware sales, it also drives the whole VR software ecology. The proportion of VR players linked every month on steam platform continues to increase. As the core entrance to the future of the meta universe, VR devices can further improve the authenticity and interactivity of user experience. From the perspective of investment suggestions, metauniverse will be used as the next generation traffic entrance, which is recommended to focus on.
Eight brokerage theme strategies: the real estate sector is facing “triple repair”! Three types of real estate stocks are expected to turn the corner?
Guosen Securities Co.Ltd(002736) said that the short-term market sentiment is affected by the real estate tax, and the real estate stocks and bonds are facing certain pressure. As the market sentiment tends to stabilize after a period of time, the performance of the real estate market will still return to the normal track. The current policy tone has softened, and the medium-term real estate board is facing “triple repair”. In terms of individual stocks, we recommend Gemdale Corporation(600383) , Poly Developments And Holdings Group Co.Ltd(600048) , Longhu group and China Resources Land.
selected announcements of listed companies
China Shenhua Energy Company Limited(601088) : Guoneng Huizhou phase II 2 × 400MW gas-fired cogeneration unit project approved
China Shenhua Energy Company Limited(601088) (601088) announced on November 11 that recently, the company’s Guoneng (Huizhou) Thermal Power Co., Ltd. Huizhou phase II 2 × The 400MW gas-fired cogeneration unit project was approved. The total investment of the project is about 2.472 billion yuan, which is invested by Guoneng Huizhou thermal power company, of which the capital accounts for 30%, and the remaining 70% is solved through bank loans.
Ningbo Joyson Electronic Corp(600699) : automobile safety division introduces strategic investors
Ningbo Joyson Electronic Corp(600699) (600699) announced on November 11 that in order to further promote the development of the company’s automobile safety business, the company’s automobile safety division plans to introduce strategic investors advanced manufacturing fund phase II, Hefei Jianheng new energy automobile investment fund partnership (limited partnership) and Feixi Industry Investment Holding Co., Ltd., of which advanced manufacturing fund phase II contributes 1.5 billion yuan, Hefei Jianheng new energy invested 600 million yuan and Feixi industrial investment invested 400 million yuan.
Suzhou New District Hi-Tech Industrial Co.Ltd(600736) : investment and participation Jinpu Landscape Architecture Co.Ltd(301098) listed on November 12
Suzhou New District Hi-Tech Industrial Co.Ltd(600736) (600736) announced on November 11 that Jinpu Landscape Architecture Co.Ltd(301098) invested by the company will be officially listed on the gem on November 12. As of the disclosure date of the announcement, the company held Jinpu Landscape Architecture Co.Ltd(301098) 4.5 million shares, accounting for 5.68% of its total share capital before the initial public offering and 4.26% of its total share capital after the initial public offering. The Jinpu Landscape Architecture Co.Ltd(301098) above shares held by the company shall not be transferred within 12 months from the date of listing.
China Tourism Group Duty Free Corporation Limited(601888) : the initial public offering of overseas listed foreign shares (H shares) was approved by the CSRC
China Tourism Group Duty Free Corporation Limited(601888) (601888) announced on November 11 that the company received the reply on approving China Tourism Group Duty Free Corporation Limited(601888) issuance of overseas listed foreign shares issued by China Securities Regulatory Commission, which approved the company to issue no more than 195 million overseas listed foreign shares, with a par value of RMB 1 per share, all of which are ordinary shares. After the issuance, the company can be listed on the main board of the Hong Kong stock exchange.
Longi Green Energy Technology Co.Ltd(601012) : approved to publicly issue 7 billion yuan of convertible bonds
Longi Green Energy Technology Co.Ltd(601012) (601012) announced on November 11 that the company received the reply on approving Longi Green Energy Technology Co.Ltd(601012) public issuance of convertible corporate bonds issued by China Securities Regulatory Commission, which approved the company to publicly issue convertible corporate bonds with a total face value of 7 billion yuan for a period of 6 years.
Navinfo Co.Ltd(002405) : signed a framework agreement on car networking procurement with Volvo cars
Navinfo Co.Ltd(002405) (002405) announced on November 11 that the company signed a framework agreement on car networking procurement with Volvo cars. In the next three years, the company will undertake the compliance services of Volvo cars’ car networking cloud service platform.
China Tianying Inc(000035) : signed a new energy industry investment agreement with Rudong County People’s government
China Tianying Inc(000035) (000035) it was announced on November 11 that the company signed a new energy industry investment agreement with Rudong County People’s government. Rudong County People’s government gives priority to allocate 20% of the newly added beach photovoltaic power generation resources in the 14th five year plan of Rudong County to the company, and gives priority to the company’s participation in the development of Rudong 14th five year plan offshore wind power projects, with a participation ratio of no more than 20%; The company can cooperate with state-owned enterprises in Rudong to build a regional energy center in Rudong County, including energy storage center (gravity accelerated energy storage project), hydrogen energy center (renewable green hydrogen to synthetic ammonia technology), zero carbon energy Internet center and Intelligent Network Center (future urban virtual power plant).
Shandong Gold Phoenix Co.Ltd(603586) : officially supply supporting brake pads for Daimler Weiting in batch
Shandong Gold Phoenix Co.Ltd(603586) (603586) announced on November 11 that recently, the company received a notice from Daimler AG. The company passed Daimler’s new project approval, and the company obtained the license for mass production of complete vehicle supporting products of Mercedes Benz Vito model under Daimler, which is to supply this supporting product in bulk for Daimler. The company officially supplied supporting brake pads for Daimler Weiting in batch.
Wuxi Nce Power Co.Ltd(605111) : it is proposed to raise no more than 1.45 billion yuan for projects such as third-generation semiconductor power devices
Wuxi Nce Power Co.Ltd(605111) (605111) announced on November 11 that it is planned to raise no more than 1.45 billion yuan for the R & D and industrialization of third-generation semiconductor SiC / GaN power devices and packaging test, the R & D and industrialization of power drive IC and intelligent power module (IPM), the R & D and industrialization of SiC / IGBT / MOSFET and other power integration modules (including vehicle specification level), and supplement working capital.
Jafron Biomedical Co.Ltd(300529) : the controlling shareholder plans to increase the company’s shares by 100 million yuan to 200 million yuan
Jafron Biomedical Co.Ltd(300529) (300529) announced on November 11 that Dong Fan, the controlling shareholder and actual controller of the company, plans to increase his holdings of 100 million yuan to 200 million yuan of the company’s shares within six months.
Jolywood (Suzhou) Sunwatt Co.Ltd(300393) : the company is expected to have a battery production capacity of about 20GW in the next 2-3 years
Jolywood (Suzhou) Sunwatt Co.Ltd(300393) said that at present, the company’s TOPCON battery capacity is 2.1gw, including 1.5gw in Taizhou and 16GW in Shanxi. Among them, some production lines of Taizhou 1.5gw project have been gradually put into trial production. According to the investment feasibility study, the 8GW project of Shanxi 16GW project phase I is expected to achieve 6Gw production capacity in 2022. It is expected that the company will have about 20GW battery production capacity in the next 2-3 years. Some batteries will be used for supporting components of the company.
