Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors’ reference
The Shanghai index fluctuated and the gem index fell by nearly 2%. China Russia trade concept stocks rose sharply
The trend of the three major A-share indexes was divided today, and the Shanghai index was shaken and sorted out, closing down 0.13% to close at 348419 points; The Shenzhen Component Index fell 1.05% to close at 1334696 points; The gem index showed a weak trend, with a decline of 1.77% to close at 283464 points. The market turnover reached 898.1 billion yuan, the industry sector rose more or less, the Sino Russian trade concept stocks rose sharply, the traditional Chinese medicine, shipping port, mining industry and oil industry rose the most, and the battery, semiconductor and aerospace industries fell the most.
The short-term sentiment quickly warmed up, and the funds revolved around the concept of China and Russia
The short-term market sentiment bidding rebounded sharply, and the intraday trading was basically above the active area. Mainly affected by high-end stocks, although there were less than 900 high-end stocks at the opening of the bidding, there were only nearly 20 stocks with a decline of more than 5%, and then entered the state of repair. There were 35. Gem refers to Tong Petrotech Corp(300164) opening top one-stop board, and Renzhi shares reversed the limit.
What signal? The contraction of gem index fell by 1.77%, but the emotional indicators recovered significantly
The concept of conflict between Russia and Ukraine mainly includes oil and gas, gold, metal aluminum and other directions, among which the leading stock is Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) . Several institutions predict that if the European and American sanctions against Russia are further upgraded to the commodity level, many institutions predict that crude oil, European natural gas, aluminum, nickel, oil, wheat and corn will rise sharply.
Dragon and tiger list: 170 million rush to raise Yimikang Tech.Group.Co.Ltd(300249) institutional seats crazy throwing Hengli Petrochemical Co.Ltd(600346)
On March 2, Yimikang Tech.Group.Co.Ltd(300249) , with a net purchase of more than 170 million yuan, was the largest net inflow of funds among the dragon and tiger stocks on the list. The data showed that the stock rose more than 15% within the day, the stock price rose 10.47% in the past three trading days, and the turnover rate within the day was 147%. A total of 19 stocks were involved in the institutional participation in the dragon and tiger list, of which 7 were net bought by the institution, and Yimikang Tech.Group.Co.Ltd(300249) was bought the most, amounting to 94.96 million yuan. In addition, 12 shares were net sold by institutions, of which Hengli Petrochemical Co.Ltd(600346) sold the most, amounting to 660 million yuan.
Resumption of trading of 74 shares limited: Hyunion Holding Co.Ltd(002537) back sealing Ningbo Energy Group Co.Ltd(600982) , Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) 5 board Aluminum Corporation Of China Limited(601600) fried board
Today (March 2), the three major indexes fell, with a turnover of 898 billion in Shanghai and Shenzhen, down 71.1 billion from the previous trading day. On the disk, China Russia trade, oil and gas exploitation, traditional Chinese medicine, agricultural planting, coal and other sectors led the rise, while PCB, semiconductor, military industry, tourism and other sectors led the decline. A total of 74 shares rose by the daily limit today, an increase of 4 shares compared with the daily limit of 70 shares on the previous trading day. Among the Shenwan level industries, coal and non-ferrous metals led the two cities.
The contraction of gem index fell by 1.77% Yimikang Tech.Group.Co.Ltd(300249) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) and other 8 shares hit a record high
On March 2, the Shanghai stock index closed at 348419 points, down 0.13%; Shenzhen composite index closed at 1334696 points, down 1.05%; The gem index closed at 283464 points, down 1.77%. 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) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , etc. Data show that the intraday share prices of five stocks hit a record low today, including Anker Innovations Technology Co.Ltd(300866) and so on
blockbuster news
Han Zheng: pay close attention to deepening the research on major issues of “double carbon” and speed up the planning and construction of new energy supply and consumption system
Vice Premier Han Zheng stressed the need to deepen the research on major issues of “double carbon” and form operable policies and measures. We should promote the orderly substitution and transformation of coal, clarify the “big account” of coal supply and demand, reasonably plan the scale and layout of coal power construction, promote the clean and efficient utilization of coal, and give full play to the basic and bottom-up guarantee role of coal in energy. We should study and promote the development of renewable energy, accelerate the planning and construction of a new energy supply and consumption system, and support the development of distributed new energy. We should study and build a market-oriented mechanism to promote “double carbon”, improve the electricity price formation mechanism and improve the carbon emission trading market.
Guo Shuqing: the real estate bubble financial momentum has been fundamentally reversed.
Guo Shuqing, chairman of the China Banking Regulatory Commission, said at a news conference of the new China office in March 2nd that the financial risks in key areas continued to be controlled in 2021, the macro leverage ratio dropped by about 8 percentage points, and the asset expansion of the financial system returned to a lower level, and the real estate bubble and financial momentum were reversed. A number of high-risk enterprises and illegal financial institutions have been disposed of in an orderly manner. All P2P online lending institutions stopped operation, and the outstanding loan balance fell to 490 billion yuan. Over the past five years, 25000 cases of illegal fund-raising have been filed and investigated. The resilience against external risk shocks was further improved.
Will China continue to buy Russian natural gas? Foreign ministry response
Foreign Ministry spokesman Wang Wenbin said that I would also like to reiterate that we are firmly opposed to any illegal unilateral sanctions. Sanctions have never been a fundamental and effective way to solve the problem. They will only bring serious difficulties to the economy and people’s livelihood of relevant countries and further aggravate division and confrontation. We call on relevant parties not to damage the legitimate rights and interests of China and other parties when dealing with the Ukrainian issue and relations with Russia. China and Russia will continue to carry out normal trade cooperation in the spirit of mutual respect, equality and mutual benefit.
National Energy Administration: actively promote the construction of large-scale wind power photovoltaic base projects
Recently, the National Energy Administration held a video conference on the analysis of renewable energy development and construction in February. It is pointed out that the National Conference on the development and construction of renewable energy bases in Gobi should focus on the implementation of national policies on the construction of renewable energy bases in Gobi, and pay close attention to the implementation of relevant policies on the construction of renewable energy bases in Gobi, Timely coordinate and solve the difficulties and problems encountered in the development and construction of wind power photovoltaic power generation, especially strengthen the construction of transmission projects and promote the high-quality leap forward development of renewable energy.
Central bank: we should further improve the dual pillar regulatory framework of monetary policy and macro Prudential policy
On February 28, the people’s Bank of China held a video conference on macro Prudential Management in 2022.
The meeting stressed the need to further improve the dual pillar regulatory framework of monetary policy and macro Prudential policy, give full play to the functions of macro Prudential Management, focusing on macro, counter cyclical regulation and risk infection prevention, promote the implementation and effectiveness of macro Prudential policy framework, strengthen systematic risk monitoring, evaluation and early warning, and form a standardized monitoring and evaluation system.
The national development and Reform Commission deployed and arranged the supervision of medium and long-term coal contracts in 2022
Recently, the general office of the national development and Reform Commission issued a notice to make deployment arrangements for further signing medium and long-term coal contracts and strengthening the supervision of contract performance. The notice requires that supply and demand enterprises should submit the contract performance online every month to ensure that the monthly performance rate of a single contract is not less than 80%, and the quarterly and annual performance rate is not less than 90%.
CISA will promote the “cornerstone plan” and strive to increase China’s mineral resources by 100 million tons in five years
CISA recently revealed that the “cornerstone plan” proposal aimed at strengthening resource protection has been reported to four ministries and commissions including the national development and Reform Commission. The “cornerstone plan” proposes to use 2-3 “five-year plans” to effectively change the source composition of China’s iron resources, fundamentally solve the problem of resource shortage in the iron and steel industry chain, and then reduce the external dependence of iron ore
hot spot stocks
Shanghai Kaikai Industry Company Limited(600272) and other rising tide to sort out the context of the whole industrial chain of traditional Chinese medicine! Nuggets 4 major segments
Everbright Securities Company Limited(601788) said that by combing the development context of the whole industry chain of traditional Chinese medicine, Nuggets has four sub circuits. Upstream: control the source, stick to the bottom line and strengthen the whole process quality control. Midstream: restrict and standardize the registration and use of traditional Chinese medicine injections, promote the centralized collection and development of traditional Chinese medicine, and focus on supporting traditional Chinese medicine formula granules and innovative traditional Chinese medicine. Downstream: strengthen the construction of TCM departments and personnel training, promote the development of TCM medical services, promote cultural communication and TCM going to sea, and boost the overall situation with medical insurance support policies.
Ningbo Energy Group Co.Ltd(600982) 5 connecting sector, Jinzhou Port Co.Ltd(600190) 4 connecting sector! Shipping stocks hot “coal crazy” market again?
China Merchants Securities Co.Ltd(600999) said that regional conflicts may stimulate the rise of shipping freight rates. If the regional situation worsens and Western countries impose sanctions on Russia, European refineries will turn to the Middle East to import crude oil, and Russia will also look for alternative customers. At that time, the crude oil transportation distance will be lengthened and the overall crude oil transportation price will be significantly improved.
Theme strategy of eight securities companies: the conflict between Russia and Ukraine raises concerns about international food supply! Seed industry leaders welcome important policy window period
Guosen Securities Co.Ltd(002736) said that the global grain market will remain tight in supply and demand in 2022, and the global grain price may continue to rise. On the one hand, it is good for the planting and seed sector, on the other hand, the rise of the cost of feed raw materials may accelerate the breeding loss, the reversal of the pig price cycle is poised to accelerate, and it is optimistic about the investment opportunities of the pig sector
selected announcements of listed companies
Lecron Industrial Development Group Co.Ltd(300343) disclosure and progress of Contemporary Amperex Technology Co.Limited(300750) Cooperation Framework Agreement: the subsidiary recently passed Contemporary Amperex Technology Co.Limited(300750) supplier access audit
Lecron Industrial Development Group Co.Ltd(300343) ( Lecron Industrial Development Group Co.Ltd(300343) ) on March 2, the progress of the cooperation framework agreement with Contemporary Amperex Technology Co.Limited(300750) was disclosed: Huaan new material, a subsidiary of the company, recently passed the Contemporary Amperex Technology Co.Limited(300750) supplier access audit, and Huaan new material was officially incorporated into Contemporary Amperex Technology Co.Limited(300750) supply chain system, mainly providing lithium battery grade PVDF products for Contemporary Amperex Technology Co.Limited(300750) and its affiliated companies (Qinghai times, Liyang times, SAIC times, Sichuan times, etc.). According to the cooperation framework agreement signed by both parties on December 11, 2021, when the quality, price and delivery of Hua’an Xincai lithium battery grade PVDF meet the Contemporary Amperex Technology Co.Limited(300750) requirements, Contemporary Amperex Technology Co.Limited(300750) guarantees that the quantity of Hua’an Xincai lithium battery grade PVDF purchased each year is 80% of the total annual output of PVDF. Both parties have implemented and completed the product delivery in February in accordance with the agreed terms.
Changhong Meiling Co.Ltd(000521) : holding subsidiary Zhongke Meiling applies for listing guidance and filing on the Beijing stock exchange
Changhong Meiling Co.Ltd(000521) ( Changhong Meiling Co.Ltd(000521) ) it was announced on March 2 that Zhongke Meiling, the holding subsidiary of the company, applied for public offering of shares and was listed on the Beijing stock exchange for guidance and filing. The company holds 63.27% of the shares of Zhongke Meiling. At present, Zhongke Meiling is a listed company at the basic level. It must enter the innovation level before it can apply for public offering of shares and be listed on the Beijing stock exchange. Zhongke Meiling has the risk of being unable to report due to its failure to enter the innovation level.
Zhejiang Grandwall Electric Science&Technology Co.Ltd(603897) : it is proposed to issue convertible bonds to raise no more than 1 billion yuan for flat electromagnetic wire projects for new energy vehicle motors
Zhejiang Grandwall Electric Science&Technology Co.Ltd(603897) ( Zhejiang Grandwall Electric Science&Technology Co.Ltd(603897) ) announced on March 2 that the company plans to issue convertible bonds to raise no more than 1 billion yuan. After deducting the issuance expenses, it will be used for the flat electromagnetic wire project for 45000 tons of new energy vehicle motors and supplement working capital.
Chengdu M&S Electronics Technology Co.Ltd(688311) : it is proposed to buy back shares with RMB 25-50 million
Chengdu M&S Electronics Technology Co.Ltd(688311) ( Chengdu M&S Electronics Technology Co.Ltd(688311) ) on March 2, it was announced that the company planned to repurchase shares at a price of 25-50 million yuan, with the repurchase price not exceeding 70 yuan / share.
RMB 20 million yuan to be repurchased
Hangzhou Mdk Opto Electronic Corporation Limited(688079) ( Hangzhou Mdk Opto Electronic Corporation Limited(688079) ) on March 2, it was announced that the company planned to repurchase shares at a price of 20-40 million yuan, with the repurchase price not exceeding 21 yuan / share.
Suzhou Zelgen Biopharmaceuticals Co.Ltd(688266) : the actual controller, some directors, senior executives and core managers plan to increase their holdings of shares by RMB 18.8-23.7 million
Suzhou Zelgen Biopharmaceuticals Co.Ltd(688266) ( Suzhou Zelgen Biopharmaceuticals Co.Ltd(688266) ) announced on March 2 that the actual controller, some directors, senior managers and core managers of the company plan to increase their holdings of the company’s shares by means allowed by the trading system of Shanghai Stock Exchange (including but not limited to centralized bidding and block trading) within 6 months from March 3, 2022, with a total increase of no less than 18.8 million yuan and no more than 23.7 million yuan.
Chongqing Zhifei Biological Products Co.Ltd(300122) : recombinant covid-19 protein vaccine approved with conditions for listing
Chongqing Zhifei Biological Products Co.Ltd(300122) ( Chongqing Zhifei Biological Products Co.Ltd(300122) ) March 2nd announcement, the company learned from the official website of the State Administration of drug inspection today, New Coronavirus New Coronavirus protein vaccine (CHO cell), which was jointly developed by Chi Fei Long Ma, a wholly owned subsidiary of China and the Institute of Microbiology of the Chinese Academy of Sciences, was approved for listing.
Guangzhou Tinci Materials Technology Co.Ltd(002709) : it is proposed to make additional investment in the reconstruction and expansion project of lithium battery materials with an annual output of 150000 tons
Guangzhou Tinci Materials Technology Co.Ltd(002709) ( Guangzhou Tinci Materials Technology Co.Ltd(002709) ) announced on March 2 that the company plans to make additional investment in the reconstruction and expansion project of lithium battery materials with an annual output of 150000 tons with self raised funds, and the total investment of the changed project is 332 million yuan.
The lithium hexafluorophosphate device of this technical transformation is one of the main raw materials of the company’s electrolyte products in the future. After the technical transformation is completed, it will provide raw material guarantee for the continuous and large-scale production of the company’s electrolyte products in the future.
S.F.Holding Co.Ltd(002352) : it is proposed to repurchase shares of RMB 1 billion to 2 billion
S.F.Holding Co.Ltd(002352) ( S.F.Holding Co.Ltd(002352) ) announced on March 2 that the company plans to buy back some public shares through centralized bidding with its own funds through the secondary market. The total capital of repurchase shall not be less than 1 billion yuan and not more than 2 billion yuan, and the repurchase price shall not exceed 70 yuan / share. The repurchased shares will be used for employee stock ownership plan or equity incentive.
Flat Glass Group Co.Ltd(601865) : the subsidiary plans to invest about 6 billion yuan to build 6 photovoltaic module glass projects with a daily melting capacity of 1200 tons
Flat Glass Group Co.Ltd(601865) ( Flat Glass Group Co.Ltd(601865) ) announced on March 2 that Nantong Flat Glass Group Co.Ltd(601865) a wholly-owned subsidiary of the company plans to invest in six photovoltaic module glass projects with a daily melting capacity of 1200 tons, and the total investment of the project is expected to be about 6 billion yuan.
Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) : we have received business cooperation intentions from many NFT business developers
Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) ( Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) ) said during the survey that in mid February, the company’s game talking dog book, which has been online for 11 years, topped the general list of IOS app downloads in the United States, Canada, the United Kingdom and other countries and regions. Based on the huge number of users and influence of “talking Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) family” IP, the company has received business cooperation intentions from several NFT business developers, and the subsequent company will continue to promote NFT and other emerging businesses.
