Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors’ reference
A shares had a good start in March: Shanghai stock index sanlianyang wine and pork stocks led the rise strongly
A shares ushered in the first trading day of March today, and the three major indexes collectively closed up. Among them, the Shanghai index rose 0.77% to close at 348883 points, rising for three consecutive days on the daily line; The Shenzhen Component Index rose 0.24% to close at 1348864 points; The gem index rose 0.16% to close at 288579. The market turnover reached 969.1 billion yuan, and the industry sector rose more or fell less. Wine making, pork, chicken, tourism, education and coal sectors led the rise, while energy metals and precious metals led the decline.
A shares made a good start in March: the Shanghai index surged 3500 points and the consumer sector became the biggest winner
A shares made a good start in March, with the index surging higher throughout the day, led by the Shanghai index. On the sector, the growth track gradually became active, and the East and West stocks were also strong. In the afternoon, the banks and brokerage stocks that strengthened the index strengthened their movements. Today’s biggest winners are beer, Baijiu, pork, chicken and tourism as the representative consumption sector.
The market has ushered in periodic repair, and the main line of short-term sentiment entering a new cycle is not clear
The market’s short-term sentiment opened above the downturn area. After falling back near the downturn area in the morning, it entered a narrow oscillation state, and rebounded slightly in the end. In terms of individual stocks, Beijing Zznode Technologies Co.Ltd(003007) encountered a capital rush, and the high opening was directly pressed on the limit board, Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) opened sharply lower and then rushed up, and the limit was closed for a time in the session Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) , Ningbo Energy Group Co.Ltd(600982) both upgraded to the 4-board, and the gem Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Brilliance Technology Co.Ltd(300542) 2 board.
Dragon and tiger list: 170 million rush to raise New Hope Liuhe Co.Ltd(000876) foreign capital net buy 4 shares, institutions net buy 8 shares
On March 1, New Hope Liuhe Co.Ltd(000876) , with a net capital inflow of 170 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 2.82% throughout the day. The net inflow of funds into the top seats of Shenzhen Stock connect was 695388 million yuan, and the net purchase of CICC Shanghai Branch was 457168 million yuan. A total of 23 stocks were involved in the institutional participation in the dragon and tiger list, of which 8 were net bought by the institution, and New Hope Liuhe Co.Ltd(000876) was the most bought, amounting to 165 million yuan. In addition, 15 shares were net sold by institutions, and Beijing Infosec Technologies Co.Ltd(688201) was sold the most, amounting to 151 million yuan.
Resumption of trading of 70 shares: Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) broken board Hyunion Holding Co.Ltd(002537) 2 board Zhejiang Construction Investment Group Co.Ltd(002761) resumption of trading fell sharply
Today (March 1), the three major indexes continued to rebound. More than 3100 stocks in the two cities rose. The turnover of the two cities was 969.1 billion, 20 billion compared with the previous trading day. On the disk, pork, tourism, education, coal and other sectors rose the most, while precious metals, lithium extraction from salt lakes, glyphosate, medical instruments and other sectors fell the most. A total of 70 shares rose by the daily limit today, an increase of 10 shares compared with the daily limit of 60 shares on the previous trading day. Among the Shenwan level industries, agriculture, forestry, fishery, animal husbandry and coal led the rise in the two cities.
A shares made a good start in March, with 23 shares including Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Zhejiang Ausun Pharmaceutical Co.Ltd(603229) and others hitting a record high
On March 1, the Shanghai stock index closed at 348883 points, up 0.77%; Shenzhen composite index closed at 1348864 points, up 0.24%; The gem index closed at 288579 points, up 0.16%. According to the data of China stock market news choice, the intraday share prices of 23 stocks hit an all-time high today, including Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Zhejiang Ausun Pharmaceutical Co.Ltd(603229) , etc. Data show that today, only one stock’s intraday share price hit a record low of Suzhou Zelgen Biopharmaceuticals Co.Ltd(688266)
blockbuster news
The national development and Reform Commission plans to further improve the coal market price formation mechanism
On February 28, the national development and Reform Commission held a teleconference to make comprehensive arrangements for further improving the coal market price formation mechanism. The meeting pointed out that coal is an important primary product related to the national economy and the people’s livelihood. In the future, China’s energy consumption still needs to be based on the basic national conditions dominated by coal. Further improve the coal market price formation mechanism, guide the coal price to operate within a reasonable range, and promote the effective transmission of coal and electricity prices through marketization.
Zhengzhou: guide financial institutions to increase the investment of individual housing mortgage loans and reduce housing loan interest rates
On March 1, the website of Zhengzhou Municipal People’s government announced the notice of the general office of Zhengzhou Municipal People’s Government on promoting the virtuous circle and healthy development of the real estate industry, which proposed to give enterprise project loan support. Regularly organize the connection between banks and enterprises, encourage financial institutions to extend and renew loans to troubled enterprises, and increase the support for M & A loans of real estate enterprises in accordance with the principles of law and regulation, controllable risk and commercial sustainability, so as to effectively alleviate the operating pressure of the capital chain of market entities. Reduce personal housing consumption burden. Guide financial institutions in Zheng to increase the investment of individual housing mortgage loans and reduce the interest rate of housing loans.
CISA: severely crack down on iron ore price speculation, including public opinion speculation, futures speculation and hoarding
Luo Tiejun, vice president of China Iron and Steel Industry Association, introduced the main content of the “cornerstone plan” in detail and responded to some hot topics with high market attention. At the same time, in view of the recent changes in the iron ore market, he stressed that on the one hand, we should severely crack down on the speculation of iron ore prices, including public opinion speculation, futures speculation, hoarding and hoarding; On the other hand, we should strengthen the supervision of the capital market and participants, and truly make the capital market serve real enterprises.
Shanghai Stock Exchange released the action plan for carbon peak and carbon neutralization during the 14th Five Year Plan Period
On March 1, the Shanghai Stock Exchange officially released the action plan for carbon peak and carbon neutralization of Shanghai stock exchange during the 14th Five Year Plan period. Based on the basic principles of “goal leading, orderly promotion”, “innovation driven, effectiveness first” and “market-oriented and harmonious development”, the action plan puts forward six measures.
The National Health Commission and other departments issued the “14th five year plan” for healthy aging
Demand oriented, rational planning, construction and reconstruction of medical and nursing institutions. Support large-scale elderly care institutions to set up medical and health institutions, and incorporate them into the designated scope of medical insurance according to regulations. Stimulate market vitality, guide social capital to set up integrated medical and nursing institutions, and promote the construction of a number of group and chain integrated medical and nursing institutions with affordable housing and guaranteed quality.
Dachang exchange: implement trading limits on palm oil futures contracts in each month
After research, it is decided that since the trading on March 3, 2022 (i.e. the trading section on the night of March 2), the opening volume of non futures company members or customers on palm oil futures contracts in each month shall not exceed 5000 hands per day.
The single day opening volume refers to the sum of the number of buying and selling positions of non futures company members or customers on a single contract of palm oil futures on that day.
Shanghai mortgage market “xiaoyangchun”: some bank loans were shortened to 10 days, and the interest rate was also reduced!
A few days ago, it was learned from the housing loan managers of many large state-owned banks and joint-stock banks that since this year, the Shanghai housing loan market has been relaxed, the second-hand housing loan lending has been accelerated, and the approval and lending time of some banks has even been shortened to less than 10 days. The intuitive feeling of most people is that compared with the second half of last year, the speed of mortgage issuance is indeed faster
hot spot stocks
New and old infrastructure sectors jointly attack! Where is the starting point? Here comes the list of industrial chain targets
Minsheng Securities said that “stability” is the main theme of 2022. As an important means to ensure China’s steady economic growth, the investment growth rate of the infrastructure industry is expected to stabilize and recover. Among them, municipal construction, petrochemical and natural gas pipelines, engineering facilities and power demand will help usher in the explosion of pipe demand. With the mild production restriction of steel mills, the steel price has dropped significantly compared with the peak, and the profits of pipe enterprises are expected to be further thickened.
To the “drinking and eating meat” market again Fujian Yanjing Huiquan Brewery Co.Ltd(600573) , Hunan New Wellful Co.Ltd(600975) soaring limit rising cycle coming?
China Galaxy Securities Co.Ltd(601881) Securities pointed out that for the beer industry, high-end + price increase effect is realized, and attention is paid to systematic opportunities in peak seasons. On the whole, the logic of high-end industry continues to be deduced. It is expected that with the recovery of catering demand and the decline of raw material prices (the high glass price fell in January), the price increase effect of the industry is expected to be realized in the peak season of 21q2, and the report performance will release high elasticity.
Theme strategies of eight securities companies: the next new focus of global strategic competition! Sorting out the benefit targets of the industrial chain of “counting East and counting West”
Xiangcai Securities said that with the continuous breakthroughs in modern information technologies such as the Internet, big data, artificial intelligence and cloud computing, the digital economy is advancing in an all-round way in China. As the core productivity of the digital economy, computing power will be the new focus of the next global strategic competition. “Counting from the east to the west” is not only a landing project for the development of digital economy, but also an important item of new infrastructure. It will become an important starting point for steady economic growth
selected announcements of listed companies
Beijing Jingyuntong Technology Co.Ltd(601908) : Trina Solar Co.Ltd(688599) intends to purchase 2.451 billion yuan monocrystalline silicon wafers from subsidiaries
Beijing Jingyuntong Technology Co.Ltd(601908) ( Beijing Jingyuntong Technology Co.Ltd(601908) ) announced on March 1 that Wuxi Beijing Jingyuntong Technology Co.Ltd(601908) , a wholly-owned subsidiary of the company, and Trina Solar Co.Ltd(688599) signed the single crystal silicon wafer procurement framework contract Trina Solar Co.Ltd(688599) plans to purchase 290 million monocrystalline silicon wafers from Wuxi Beijing Jingyuntong Technology Co.Ltd(601908) from March to December 2022, with an estimated sales amount of about 2.451 billion yuan.
Zhejiang Haiyan Power System Resources Environmental Technology Co.Ltd(688565) : reach a strategic cooperation intention with Geely new energy and jointly open up the upstream and downstream industrial chain of key fuel cell parts
Zhejiang Haiyan Power System Resources Environmental Technology Co.Ltd(688565) ( Zhejiang Haiyan Power System Resources Environmental Technology Co.Ltd(688565) ) it was announced on March 1 that the company and Geely new energy had recently reached a strategic cooperation intention and signed a letter of intent. The two sides will work together to promote the R & D and industrialization of key core technologies of fuel cells, actively promote the fuel cell vehicle demonstration urban agglomeration with (Jiaxing and Shanghai) as the leading cities, realize technological breakthrough and industrialized application, and provide independent, reliable, large-scale, high-performance and low-cost products with core technologies for the development of national fuel cell vehicle industry; Timely make technical connection, cooperate to improve the technical level of products, improve relevant product standards, and jointly open up the upstream and downstream industrial chain of key parts and components of fuel cell.
Suzhou Recodeal Interconnect System Co.Ltd(688800) : it is proposed to raise no more than 700 million yuan for key parts of new energy vehicles
Suzhou Recodeal Interconnect System Co.Ltd(688800) ( Suzhou Recodeal Interconnect System Co.Ltd(688800) ) disclosed on March 1 the plan for issuing A-Shares to specific objects in 2022. The total amount of funds raised to issue shares to specific objects shall not exceed 700 million yuan. After deducting the issuance expenses, it is proposed to be used for key parts of new energy vehicles, R & D center projects and replenishing working capital.
Xtc New Energy Materials(Xiamen) Co.Ltd(688778) : it is proposed to raise no more than 3.5 billion yuan for the 30000 ton production expansion project of lithium battery cathode materials
Xtc New Energy Materials(Xiamen) Co.Ltd(688778) ( Xtc New Energy Materials(Xiamen) Co.Ltd(688778) ) it was announced on March 1 that the company intends to issue shares to Xiamen Tungsten Co.Ltd(600549) , metallurgical investment, Sansteel Minguang Co.Ltd.Fujian(002110) , Panluo Iron Mine to raise a total of no more than 3.5 billion yuan. The net amount of funds raised after deducting the issuance expenses will be used for the 30000 ton production expansion project of lithium-ion battery cathode materials in 9 workshop of Haijing base, supplement working capital and repay bank loans.
Boe Technology Group Co.Ltd(000725) : spent 2.62 billion yuan to buy back 1.3% shares
Boe Technology Group Co.Ltd(000725) ( Boe Technology Group Co.Ltd(000725) ) announced on March 1 that as of February 28, the plan to repurchase some public shares had been implemented. The Company repurchased the company’s shares through the special securities account for repurchase and centralized bidding. The cumulative number of A-Shares repurchased was 49999919, accounting for about 1.3330% of the company’s A-Shares and 1.3005% of the company’s total share capital. The highest transaction price of this repurchase was 5.96 yuan / share, the lowest transaction price was 4.68 yuan / share, and the total amount paid was 2.62 billion yuan (including commissions and other fixed expenses).
Sunwoda Electronic Co.Ltd(300207) : the subsidiary plans to invest in Zhuhai 30gwh power battery project
Sunwoda Electronic Co.Ltd(300207) ( Sunwoda Electronic Co.Ltd(300207) ) announced on March 1 that the subsidiary Sunwoda Electronic Co.Ltd(300207) automobile battery plans to invest in the construction of Sunwoda Electronic Co.Ltd(300207) power battery production base project (tentative) within the jurisdiction of Zhuhai Municipal People’s government, with a total investment of about 12 billion yuan. On the same day, the company announced that the subsidiary Sunwoda Electronic Co.Ltd(300207) automobile battery received the fixed-point notice of Saic Motor Corporation Limited(600104) about zs12mce HEV project and supplied power battery assembly products for Saic Motor Corporation Limited(600104) zs12mce HEV project.
Shenzhen Wongtee International Enterprise Co.Ltd(000056) : proposed to invest 50 million yuan in Yuanhe semiconductor
Shenzhen Wongtee International Enterprise Co.Ltd(000056) ( Shenzhen Wongtee International Enterprise Co.Ltd(000056) ) announced on March 1 that the company recently signed an investment agreement with Yuanhe (Guangzhou) semiconductor technology Co., Ltd., which is a newly established holding subsidiary of Huaxia core (Beijing) General Processor Technology Co., Ltd Shenzhen Wongtee International Enterprise Co.Ltd(000056) invested 50 million yuan in the target company at the valuation of 500 million yuan, holding 9.09% of the equity of the target company. At present, Yuanhe semiconductor has no assets and business. Its main business in the future is the design, R & D and sales of core chips in application fields such as AR and VR, which does not involve production and manufacturing.
Iflytek Co.Ltd(002230) : relevant policies will release more increment for the company’s education business scenario
Iflytek Co.Ltd(002230) ( Iflytek Co.Ltd(002230) ) said in an institutional survey today that at the press conference of the Ministry of education on that day, LV Yugang, director of the Department of basic education of the Ministry of education, said that “it is planned to hold a national on-site promotion meeting on integrating information technology to deepen teaching reform this year, comprehensively deploy the informatization of basic education and promote a number of typical cases including the application of smart classroom and smart homework”, This will provide a good policy environment for iFLYTEK’s products and businesses facing the basic education scene in the school. At present, iFLYTEK has formed typical application demonstration cases in smart education business, including smart classroom, layered homework and personalized learning, regional individualized teaching solutions, and relevant policies will release more increment for Iflytek Co.Ltd(002230) education business scenarios.
