Take a look before going to bed! It combs the heavy news, hot plate news and announcements of listed companies for investors’ reference.
The three major A-share indexes closed lower, with a net purchase of 6 billion yuan from the north
The three major A-share indexes maintained a shock consolidation trend throughout the day, and finally the Shanghai index closed down 0.53% to close at 3661.53 points; The Shenzhen Component Index fell 0.50% to close at 15136.78; The gem index fell 0.05% to close at 3495.06. The market turnover reached 1.14 trillion yuan, breaking trillion yuan for the 38th consecutive trading day. Industry sectors were mixed, led by cultural media and software development sectors, and led by energy metals, automobile and coal industries. Northbound funds bought a net 6.026 billion yuan today.
Come on! The media sector bucked the market and staged a limit tide. Look at the cross-year market here
From the perspective of Shenwan level industries, on Tuesday, the four industries of computer, national defense and military industry, communication and media led the increase, with 1.34%, 1.29%, 1.06% and 1.05% respectively, all exceeding 1%. In addition, nonferrous metals, building materials and coal led the decline, all exceeding 2%. It is worth noting that recently, the media sector has continued to stage a tide of daily limit trading, and several stocks have continued to strengthen, with daily limit trading for several consecutive days, Meisheng Cultural & Creative Corp.Ltd(002699) five connected board and H&R Century Union Corporation(000892) four connected board.
100 shares in the two cities rose by more than 10%! Rotation market and structural market coexist, and high-level continuous board stocks continue to be strong
Today, all major indexes turned green, but more than 100 shares in the two cities rose by more than 10% today, and 12 GEM stocks rose by the limit. The characteristics of the market are very obvious. First of all, the recent market has maintained the pattern of rotating market. Apart from the continued market of the yuan and the Baijiu plate, most of the other plates show a trend of rotation. Secondly, the recent market has maintained the pattern of structural market.
Dragon and tiger list: 140 million rush to raise Shenzhen Jinjia Group Co.Ltd(002191) foreign capital net bought 6 shares, and institutions net bought 15 shares
On December 14, Shenzhen Jinjia Group Co.Ltd(002191) , with a net capital inflow of 140 million yuan, was the largest among the dragon and tiger stocks on the list. The data show that the stock closed within the daily limit, with a turnover rate of 5.51% and a turnover of 1.191 billion yuan. The net inflow of funds into Huaxin Shanghai Branch ranked first, with a net purchase of 64.1014 million yuan. A total of 28 stocks were involved in the institutional participation in the dragon and tiger list, of which 15 were net bought by the institution and Anhui Jianghuai Automobile Group Corp.Ltd(600418) was sold the most, amounting to 139 million yuan. In addition, 13 shares were sold by institutions, and Sinomine Resource Group Co.Ltd(002738) was sold the most, amounting to 105 million yuan.
Resumption of 108 trading shares: Meisheng Cultural & Creative Corp.Ltd(002699) jin5 board Shunya International Martech (Beijing) Co.Ltd(300612) 20cm board Bizconf Telecom Co.Ltd(300578) broken board
Today (December 14), the three major indexes closed down. Although individual stocks rose more and fell less, the transaction volume of the two cities today decreased by 129.6 billion compared with the previous trading day, with obvious signs of contraction. On the disk, digital currency, tobacco, media, covid-19 testing, education, domestic software and other sectors led the rise, while automobile, coal, industrial metals, steel and other sectors led the decline. There were 108 shares trading today, an increase of 21 shares over the 87 shares trading limit of the previous trading day.
The stock index shrank by 0.53% Beijing Jingcheng Machinery Electric Company Limited(600860) , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) and other 18 shares hit a record high
On December 14, the Shanghai stock index closed at 3661.53 points, down 0.53%; Shenzhen composite index closed at 15136.78 points, down 0.50%; The gem index closed at 3495.06 points, down 0.05%. According to the data of East Money Information Co.Ltd(300059) choice, the intraday share prices of 18 stocks hit an all-time high today, including Beijing Jingcheng Machinery Electric Company Limited(600860) , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) .
blockbuster news
Central bank: to steadily and orderly promote the research and development of digital RMB next year, we should adhere to the positioning of housing, housing and non speculation
The Party committee of the people’s Bank of China held a meeting to convey and study the spirit of the central economic work conference. The meeting stressed that we should deepen the structural reform of the financial supply side next year. Strengthen the overall supervision of financial infrastructure. We will steadily and orderly promote the research and development of digital RMB. We will continue to deepen international financial cooperation and promote the orderly opening up of the financial industry. Adhere to the positioning that houses are used for living rather than speculation, steadily implement the prudent management system of real estate finance, accelerate the improvement of the housing rental financial policy system, and implement policies to promote the virtuous cycle and healthy development of the real estate industry.
Cbcirc: handle the debt risk of large entity enterprises in a prudent manner
On December 10, Guo Shuqing, Secretary of the Party committee and chairman of the China Banking and Insurance Regulatory Commission, presided over the Party committee (expanded) meeting. The meeting required to adhere to the positioning that houses are used for living rather than speculation, continue to improve the long-term mechanism for stabilizing land prices, house prices and expectations, and increase financial support for the long-term rental housing market and affordable housing construction, Promote a virtuous circle and healthy development of the real estate industry. Cooperate with local governments to prevent and resolve hidden debt risks. Strictly prevent the resurgence of high-risk shadow banks. Properly handle the debt risk of large entity enterprises.
Ministry of Finance: steadily resolve the hidden risks of local government implicit debt to ensure financial sustainability
On December 10, Liu Kun, Secretary of the Party group and Minister of the Ministry of finance, presided over a party group meeting to convey and study the spirit of the central economic work conference and study the implementation work of the financial department. The meeting required that fiscal policies should be forward-looking and targeted, and people’s livelihood policies should be effective and sustainable, implement the tight living requirements of Party and government organs, and reduce administrative costs. We should resolutely curb the increase of local government implicit debt, steadily resolve the hidden risks of local government implicit debt, and ensure financial sustainability.
Guangdong’s 14th five year plan: orderly guide Guangzhou and Shenzhen to set up data centers on the seabed
On December 14, the general office of Guangdong Provincial People’s government issued the “14th five year plan” for marine economic development of Guangdong Province, which proposed to support the breakthrough of key core technologies of seabed data centers and orderly guide Guangzhou, Shenzhen, Zhuhai, Shantou and Huizhou to deploy high-energy consumption data centers on the seabed.
The construction of Chengdu Chongqing twin city economic circle plans to promote 160 major projects in 2022, with a total investment of about 2 trillion yuan
The fourth meeting of the Chongqing Sichuan joint conference of Party and government was held in Yibin, Sichuan today. The meeting proposed to jointly build the Chengdu Chongqing twin city economic circle. In 2022, it is proposed to promote 46 key tasks in 10 aspects, 160 major projects and a total investment of about 2 trillion yuan. The meeting proposed that the projects included in the list of major projects in the Chengdu Chongqing twin city economic circle enjoy the same support and guarantee policies as the major projects at the municipal level in Chongqing and the provincial level in Sichuan.
The two departments issued documents to encourage new energy vehicles, smart appliances and green building materials to go to the countryside to implement the 5g application “sailing” action plan
The national development and Reform Commission and the Ministry of industry and information technology recently issued the notice on the implementation plan for invigorating industrial economic operation and promoting high-quality industrial development. The notice proposes to solidly promote the safe supply of energy and ensure the supply and price of bulk raw materials; Promote the launching of major projects that meet the conditions, start the construction of projects that can start as soon as possible, and arrange a number of new infrastructure projects in 5g, gigabit optical network and other fields; Encourage new energy vehicles, smart appliances and green building materials to go to the countryside; Implement the 5g application “sailing” action plan (2021-2023); And increase financing support for the manufacturing industry.
hot plate stocks
“Drinking and taking medicine” market is coming again? Institutions strongly recommend these targets!
Huachang Securities said that it should emphasize the Baijiu market, and choose the top end to accelerate Moutai and strong potential Fen Liquor, and recommend the theme of reform in the Yanghe River. The market demand for Baijiu in the next year is still controversial, but from the market performance, Baijiu terminal demand is stronger, and the channel is relatively healthy. The report has the spare power, and Q1 has more strong foundation than the other. Short term recommendations should be emphasized at the end of the year, including the dealer conference, the disclosure of Baijiu enterprises’ business plan in the coming year, and the preparation for the peak season.
Yuan universe raises the limit tide again Client Service International Inc(300663) show 20cm long legs! The concept of digital currency is also gaining momentum
Everbright Securities Company Limited(601788) pointed out that with the acceleration of the promotion of digital currency and the approach of the time point of full implementation, various preparations and infrastructure upgrading will be gradually accelerated, and companies in relevant industrial chains will usher in the opportunity of accelerated development. It is suggested to pay attention to three main investment lines: the first main line is to pay attention to the payment hardware market, The promotion of digital currency and the implementation of barcode payment supervision and other policies will drive the iterative upgrading of payment hardware, and the suppliers of intelligent payment equipment at the receiving end and physical hardware wallet at the paying end will benefit.
The concept relay of digital currency and meta universe is soaring! Titanium dioxide prosperity upward, is the chemical industry leader the king in the future?
Looking forward to 2022, Sealand Securities Co.Ltd(000750) believes that chemical industry leaders, downstream industries and new material industries are the key directions. This year, the problem of suppressing the capacity expansion of leading enterprises is expected to be gradually alleviated, the loss of profits in downstream industries due to high raw material costs will be alleviated, and the new material industry will be driven by new energy and emerging industries to usher in a good opportunity for development.
Eight brokerage theme strategies: the complete industrial chain logic of aeroengine is exposed! Here comes the list of main subjects in each link
Guoyuan Securities Company Limited(000728) said that the investment in the national defense industry should mainly focus on the high-speed growth segments such as aviation development and missile industry chain. For the field of Aviation Development: thanks to the increase in the number of military aircraft, domestic engine substitution and dual engine mode in the future, the market scale of military aircraft whole machine castings and engine castings is expected to exceed 100 billion. Compared with the late start of China’s aviation construction, the potential increment in the aviation field is large, and the performance of processing units such as castings, structural parts and their upstream material companies in the aviation field in the future can be expected to grow.
selected announcements of listed companies
China Tourism Group Duty Free Corporation Limited(601888) : it is proposed to acquire 100% equity
China Tourism Group Duty Free Corporation Limited(601888) (601888) announced on December 14 that it plans to acquire 100% equity of Hong Kong China Travel asset company held by the wholly-owned subsidiary of the controlling shareholder, with a transaction amount of 126 million yuan; After the completion of this transaction, Hong Kong China Travel assets company will become a wholly-owned subsidiary of the company and be included in the scope of the company’s consolidated statements. Hong Kong China Travel assets company has the qualification to operate duty-free foreign exchange commodities and can operate foreign exchange duty-free shops, that is, local duty-free shops for supplementary purchase in China. At present, the company does not have such duty-free shops.
Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) : the sales price of titanium dioxide will be increased from next year
Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) (002145) announced on December 14 that the company’s price committee decided to comprehensively increase the sales price of various models of titanium dioxide from January 1, 2022. Among them, the sales price of Chinese customers increased by 1000 yuan / ton and that of international customers increased by 150 dollars / ton.
Zhejiang Asia-Pacific Mechanical & Electronic Co.Ltd(002284) : received Great Wall Motor Company Limited(601633) new product development notice
Zhejiang Asia-Pacific Mechanical & Electronic Co.Ltd(002284) (002284) announced on December 14 that the company recently received the new product development notice of Great Wall Motor Company Limited(601633) . As the parts development and production supplier of Great Wall Motor Company Limited(601633) , the company will develop and produce electronic parking control unit products of chb025a model, anti lock braking control unit products, and electronic parking control unit products of ec01 model. After receiving the notice, the company will immediately carry out follow-up work and actively promote it according to the requirements of the main engine factory.
Shanghai Hile Bio-Technology Co.Ltd(603718) : subsidiary Jinhai biology successfully passed the recognition of high-tech enterprise
Shanghai Hile Bio-Technology Co.Ltd(603718) (603718) it was announced on December 14 that the company recently received a notice from the company’s holding subsidiary Yangling Jinhai Biotechnology Co., Ltd. (hereinafter referred to as “Jinhai biology”), that Jinhai biology has successfully passed the recognition of high-tech enterprises and obtained the high-tech enterprise certificate jointly issued by Shaanxi Provincial Department of science and technology, Shaanxi Provincial Department of finance, State Administration of Taxation and Shaanxi provincial taxation bureau.
Beijing Airport High-Tech Park Co.Ltd(600463) : the actual controller of the proposed acquisition of Ruineng semi equity company will change
Beijing Airport High-Tech Park Co.Ltd(600463) (600463) announced on December 14 that the company plans to purchase the controlling right or all equity of Ruineng Semiconductor Technology Co., Ltd. (hereinafter referred to as “Ruineng semiconductor”) by issuing shares. Meanwhile, the company plans to sell assets, liabilities and personnel related to construction and other businesses to the controlling shareholder Beijing Airport Economic Development Co., Ltd. or its designated third party. This transaction is expected to constitute a major asset reorganization and a reorganization listing, which is expected to lead to the change of the actual controller of the company; The trading of the company’s shares has been suspended since the opening of the market on December 14.
Jason Furniture (Hangzhou) Co.Ltd(603816) : it is proposed to invest 1.037 billion yuan to build Mexico’s self built base project
Jason Furniture (Hangzhou) Co.Ltd(603816) (603816) announced on December 14 that it plans to invest 1.037 billion yuan in Jason Furniture (Hangzhou) Co.Ltd(603816) Mexico’s self built base project. In addition, tourongbao No. 1 (shareholding ratio 5.06%) managed by Haitong asset management plans to reduce the company’s shares by centralized bidding within 90 days from January 7, 2022, accounting for no more than 6.32 million shares, accounting for 1% of the total shares of the company.
Xiamen Tungsten Co.Ltd(600549) : the subordinate company plans to invest in the production expansion project of lithium ion battery cathode materials and lithium iron phosphate production line
Xiamen Tungsten Co.Ltd(600549) (600549) announced on December 14 that the subordinate company Xtc New Energy Materials( Xiamen) Co.Ltd(688778) plans to invest in the 30000 ton production expansion project of lithium ion battery cathode materials in Haijing base, with an investment amount of 990 million yuan; After the completion of the project, Xtc New Energy Materials( Xiamen) Co.Ltd(688778) Haijing base will reach an annual production capacity of 70000 tons of lithium battery cathode materials. Xtc New Energy Materials( Xiamen) Co.Ltd(688778) plans to establish Ya’an Xtc New Energy Materials( Xiamen) Co.Ltd(688778) source material Co., Ltd. in Ya’an economic and Technological Development Zone, Sichuan Province with Ya’an lithium industry and cangya investment, and invest in the construction of a 100000 ton lithium iron phosphate production line by stages, with an investment amount of 927 million yuan.
Sichuan Yahua Industrial Group Co.Ltd(002497) : it is proposed to subscribe for the equity of EV company in Australia to develop lithium resources
Sichuan Yahua Industrial Group Co.Ltd(002497) (002497) announced on December 14 that Yahua international, a wholly-owned subsidiary of the company, plans to subscribe 80 million shares of Australian EV Resources Co., Ltd. at a price of a $0.045 per share, accounting for 9.5% of the total share capital of EV company, totaling a $3.6 million. The contribution method is cash. The main purpose of the equity subscription is to cooperate with EV company to jointly develop its existing lithium resources.
Hongda Xingye Co.Ltd(002002) : the subsidiary plans to provide hydrogen supply services for jincaitelai company, with a contract amount of 70 million
Hongda Xingye Co.Ltd(002002) (002002) it was announced on December 14 that recently, Wuhai chemical, a wholly-owned subsidiary of the company, signed the hydrogen supply and marketing contract with Wuhai jincaitelai new energy Co., Ltd. (hereinafter referred to as “jincaitelai company”), and Wuhai chemical provided hydrogen supply services for jincaitelai company, with a contract amount of 70 million yuan.
Lancy Co.Ltd(002612) : Shenzhen Milan received a capital increase of 150 million yuan. It wants to speed up the strategic layout of medical and American business
Lancy Co.Ltd(002612) (002612) it was announced on December 14 that in order to speed up the strategic layout of medical beauty business, especially the “Milan Baiyu” brand in Shenzhen, the company plans to increase the capital and comprehensively upgrade the business of Shenzhen Milan, a wholly-owned subsidiary of the company. Each capital increase subject plans to contribute a total of 150 million yuan.
Guangzhou Automobile Group Co.Ltd(601238) strategic investment Wenyuan Zhixing layout robotaxi commercial operation
Guangzhou Automobile Group Co.Ltd(601238) (601238) announced on December 14 that the board of directors agreed that the subsidiary GAC Capital Co., Ltd. would invest in weride Inc. (Wen yuanzhixing) USD 30 million. In this cooperation, Guangzhou Automobile Group Co.Ltd(601238) and Wen Yuanzhi will jointly promote the R & D and manufacturing of robotaxi front mounted mass production models. In the next few years, the two sides plan to gradually establish a fleet of robotaxi with the scale of tens of thousands of vehicles, radiate to the whole country with Guangdong, Hong Kong and Macao Dawan district as the core, and launch safe, economic and green automatic driving travel services for the public.
Sai Microelectronics Inc(300456) : proposed to acquire ELMOs automotive chip manufacturing line
Sai Microelectronics Inc(300456) (300456) announced on December 14 that Sweden silex, a wholly-owned subsidiary of the company, plans to acquire the assets related to the automobile chip manufacturing line of ELMOs listed on the German Frankfurt Stock Exchange in Dortmund, North Rhine Westphalia, Germany, for 84.5 million euros (including 7 million euros of work in progress) (converted into RMB 607 million). Through this acquisition, the company will further expand its core business of sensor and chip process manufacturing to the field of automotive electronics.
Shenzhen Jingquanhua Electronics Co.Ltd(002885) : it is proposed to invest 1 billion yuan in the intelligent manufacturing project of medium and high-end magnetic components of new energy photovoltaic
Shenzhen Jingquanhua Electronics Co.Ltd(002885) (002885) announced on December 14 that the company plans to establish a wholly-owned subsidiary in Yancheng high tech Industrial Development Zone and sign an investment agreement with effective conditions with the Management Committee of Yancheng high tech Industrial Development Zone. In the early stage, the company plans to lease the agent plant built by the Management Committee of Yancheng high tech Industrial Development Zone and decide whether to buy back the agent plant in the later stage, and use its own funds or self raised funds to invest in the construction of the intelligent manufacturing (including R & D and production) project of medium and high-end magnetic components of new energy photovoltaic, with a total investment of 1 billion yuan.
