Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors’ reference
The stock index fluctuated, and the gem index fell 1.51%. The rise and fall of Sino Russian trade concept stocks triggered a wave of limit
On March 3, the three major A-share indexes fluctuated weakly. As of the close, the Shanghai index fell 0.09%, the Shenzhen composite index fell 1.09% and the gem index fell 1.51%. On the disk, the concept of Sino Russian trade lifted the tide of price limit, with oil and gas exploitation and services, coal mining and processing, port shipping, logistics, airport shipping, scenic spots and tourism, covid-19 treatment, hotels and catering leading the rise; Hongmeng concept, voice technology, Eastern digital computing, silicon energy, semiconductors and components, national defense and military industry, aquaculture, beverage manufacturing and other sectors led the decline.
The theme of spring is coming again? Nearly 20 shares of Sino Russian trade concept rose by the limit, and 14 shares of this infrastructure demon stock rose in a row
Today’s index is weak, but short-term sentiment is more active, with nearly 80 stocks trading and nearly 30 stocks connected to the board. On the sector, the concept of Sino Russian trade and the concept of conflict between Russia and Ukraine were strong throughout the day, with nearly 20 shares trading within the sector. In addition, coal, gas, traditional Chinese medicine, tourism, hydrogen energy and other sectors were active in rotation.
What signals have been released behind the transaction of RMB 6 trillion in a row of oil stocks?
High volume! On Thursday, the shock of the three major A-share indexes weakened, but the volume could be amplified, successfully breaking through the trillion yuan mark. Sino Russian trade concept sector and oil concept stocks became the biggest highlights of the day. A-share oil concept stocks continued to rise, and as of the close, sectors such as mining assistance, oil and gas storage, oil and gas exploration and oil and gas reform all rose by more than 4%. Among them, Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) went out of the big market of six connected boards, Renzhi shares rose five boards in six days, Tong Petrotech Corp(300164) , Guanghui Energy Co.Ltd(600256) and many other stocks rose sharply.
Dragon and tiger list: RMB 141 million rush to raise feed in Guangdong and the sea. Foreign investors net buy 3 shares and institutions net buy 6 shares
On March 3, among the stocks on the list, the largest net inflow of funds was Yuehai feed, with a net inflow of 141 million yuan on the third day. Data show that the stock closed within the daily limit, up 14.34% in the past three days. Huaxin Shanghai Branch, the top company in terms of net capital inflow, bought 184728 million yuan on the third day. A total of 22 stocks were involved in the institutional participation in the dragon and tiger list, of which 6 were net bought by the institution, and Xiangtan Electrochemical Scientific Co.Ltd(002125) was the most bought, amounting to 427914 million yuan. In addition, 16 shares were net sold by institutions, and Ningbo Tuopu Group Co.Ltd(601689) was sold the most, amounting to 158 million yuan.
Resumption of 91 trading limit shares: Zhejiang Construction Investment Group Co.Ltd(002761) resumption of the first board Ningbo Energy Group Co.Ltd(600982) 6 board Hyunion Holding Co.Ltd(002537) broken board
Today (March 3), the three major indexes closed negative, led by the gem index. The turnover of the two cities was 101.1 billion, 112.1 billion compared with the previous trading day. On the disk, China Russia trade concept, oil and gas exploitation, ports, coal, tourism and other sectors led the increase, while hjt battery, semiconductor, military industry, East West calculation and other sectors led the decline. A total of 91 shares rose by the daily limit today, an increase of 17 shares compared with the daily limit of 74 shares on the previous trading day. In the Shenwan industry, transportation and coal led the rise.
The growth enterprise market index fell 1.51% in volume, and eight stocks including Zhejiang Construction Investment Group Co.Ltd(002761) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) and others hit a record high
On March 3, the Shanghai stock index closed at 348111 points, down 0.09%; Shenzhen composite index closed at 1320182 points, down 1.09%; The gem index closed at 279195 points, down 1.51%. According to the data of China stock market news choice, the intraday share prices of eight stocks hit a record high today, including Zhejiang Construction Investment Group Co.Ltd(002761) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , etc. Data show that the intraday share prices of eight stocks hit a record low today, including Anker Innovations Technology Co.Ltd(300866) and so on
blockbuster news
Guo Weimin: we have the confidence and conditions to achieve stable, healthy and sustainable economic development
The fifth session of the 13th CPPCC National Committee held its first press conference. Guo Weimin, spokesman for the conference, said that in view of the triple pressure of demand contraction, supply shock and expected weakening faced by China’s economic development, members of the CPPCC National Committee put forward a series of opinions and suggestions. CPPCC members and relevant experts believe that we have the confidence, conditions and ability to achieve stable, healthy and sustainable economic development.
Three departments: it is not allowed to carry out discipline training in the name of non discipline training
Non disciplinary after-school training institutions shall follow the principles of fairness, legality and good faith, and reasonably determine the training fee items and standards according to market demand, training cost and other factors. Training fees shall be priced clearly. Training contents, training duration, charging items, charging standards and other information shall be made public to the public and subject to public supervision.
Dachang exchange adjusted the trading margin of some futures contracts of palm oil and other varieties
According to the risk management measures of Dalian Commodity Exchange, it is determined through research that since the settlement on Wednesday, March 9, 2022, the speculative trading margin level of palm oil futures p2204 and p2205 contracts will be adjusted from 12% to 13%, and the speculative trading margin level of soybean meal futures m2205 contract, soybean oil futures y2205 contract and corn starch futures cs2205 contract will be adjusted from 9% to 12%, The speculative trading margin level of yellow soybean No. 2 futures b2204 and b2205 contracts was adjusted from 9% to 12%, and the speculative trading margin level of corn futures c2207 and C2209 contracts was adjusted from 11% to 12%. The rise and fall limit range of relevant contracts and the margin level of hedging transactions remained unchanged.
The oil price of finished products has risen for five consecutive days, and No. 92 gasoline has entered the “8 Yuan era”
On March 3, the national development and Reform Commission announced that since 24:00 today, China’s gasoline price has increased by 260 yuan / ton and diesel price has increased by 255 yuan / ton. Equivalent to the price increase, the price of No. 92 gasoline increased by 0.2 yuan / L, and the prices of No. 95 gasoline and No. 0 diesel increased by 0.22 yuan / L. After the price adjustment, the price of firewood in most parts of the country is about 7.8-8 yuan / L, and the retail price limit of No. 92 gasoline is 7.8-8 yuan / L. According to Zhuo Chuang information, No. 92 gasoline in most parts of China will enter the “8 Yuan era”.
Aluminum prices hit another record high, and the profit per ton has reached 6000 yuan
London Metal Exchange (LME) benchmark aluminum price continued to brush a record high. On March 3, the price of Lun aluminum rose to US $3650 / ton, breaking the record of US $3380 / ton in 2008. Aluminum analysts said that the industry’s average profit per ton of aluminum has reached about 6000 yuan, with high production enthusiasm
hot spot stocks
Resources become a “safe haven”! Which tickets are your favorite with hundreds of billions of smart money? (list)
Shanxi Securities Co.Ltd(002500) said that under the current complex global background, A-Shares have gone out of the independent market for many days, reflecting a certain “safe haven” effect. However, we remind again that the uncertainty risk in the market is still high. In the short term, it is suggested to focus on the nonferrous metals, petroleum and petrochemical sectors that are expected to benefit from the rise of bulk commodities.
Fujian Snowman Co.Ltd(002639) soared to the “hydrogen” cloud! Combing the subject matter of the industrial chain, A-Shares are “coal crazy”?
Dongguan securities mentioned that at present, China’s annual output of hydrogen ranks first in the world, with an annual output of 25 million tons. At the same time, China is also the world’s largest producer and marketer of hydrogen storage materials China Petroleum & Chemical Corporation(600028) and national energy group are the two enterprises with the largest hydrogen production in China, accounting for 30% of the market share. There are many other hydrogen production enterprises, the scale of hydrogen production is relatively small, and the market competition pattern is relatively scattered. As other large central enterprises enter the hydrogen energy industry, the market concentration of the hydrogen energy industry is expected to increase in the future. At present, more than one-third of central enterprises are in the layout of the whole industrial chain, including hydrogen production, hydrogen storage, hydrogenation, hydrogen use and so on. There is a huge space for the development of hydrogen energy industry.
The market scale may reach 100 billion level! Chengda pharmaceutical 20cm daily limit covid-19 treatment concept outbreak
Debang Securities believes that the State Food and Drug Administration approved the emergency use of Pfizer covid-19 specific drug paxlovid in China, the opening of the country is expected to be ahead of schedule, and the covid-19 therapeutic drug market is expected to reach 100 billion. It is the most important investment sector after covid-19 vaccine and covid-19 testing, and its sustainability is far beyond that of vaccine and testing, “Integration of Chinese and Western medicine” will be the mainstream of covid-19 treatment in China, focusing on covid-19 small molecules, industrial chain and anti-covid-19 traditional Chinese medicine.
Theme strategy of eight securities companies: strategically optimistic about medicine! Is the bottom configuration a good opportunity? Full sorting of industrial chain targets
Minsheng Securities said that at the current time point, we are strategically optimistic about the pharmaceutical industry. Under the catalysis of positive turns such as the index adjustment in place, the crowded digestion of positions, the return of valuation to high cost performance, the landing of emotional concerns and the performance wave of performance stocks, the bottom allocation opportunity of the pharmaceutical industry has come
selected announcements of listed companies
Shenzhen Neptunus Bioengineering Co.Ltd(000078) : planned major asset restructuring and mixed ownership reform
Shenzhen Neptunus Bioengineering Co.Ltd(000078) ( Shenzhen Neptunus Bioengineering Co.Ltd(000078) ) announced on March 3 that the company plans to plan major asset restructuring and mixed ownership reform. Major asset restructuring matters are in the early contact stage. Shenzhen Haiwang Group Co., Ltd., the controlling shareholder of the company, is currently planning Shenzhen Neptunus Bioengineering Co.Ltd(000078) mixed ownership reform and introducing strategic investors; This matter may involve the change of the actual controller of the company.
Guangzhou Development Group Incorporated(600098) : the subsidiary signed the LNG purchase and sales agreement with Sinochem Singapore International Petroleum Co., Ltd.
Guangzhou Development Group Incorporated(600098) ( Guangzhou Development Group Incorporated(600098) ) it was announced on March 3 that the company’s wholly-owned subsidiary, natural gas trading company, and SINOCHEM Singapore International Petroleum Co., Ltd. signed a LNG purchase and sales agreement. From 2023 to 2032, the natural gas trading company purchased natural gas from Sinochem Singapore International Petroleum Co., Ltd., with a purchase volume of about 400000 tons / year.
Qingdao Haier Biomedical Co.Ltd(688139) : the person acting in concert of the actual controller plans to hold more shares of RMB 100 million to RMB 200 million
Qingdao Haier Biomedical Co.Ltd(688139) ( Qingdao Haier Biomedical Co.Ltd(688139) ) on March 3, it was announced that Renhai Chuangzhi, the actual controller of the company, acted in concert with Haier Group, increased 83358 shares of the company by means of centralized bidding on March 3, and planned to continue to increase shares of the company by means of centralized bidding within 6 months from March 3, 2022, with a cumulative increase (including this) of no less than 100 million yuan and no more than 200 million yuan. No price range is set for this increase.
Jason Furniture (Hangzhou) Co.Ltd(603816) : some dealers plan to increase their shares by RMB 100 million to RMB 200 million
Jason Furniture (Hangzhou) Co.Ltd(603816) ( Jason Furniture (Hangzhou) Co.Ltd(603816) ) on March 3, it was announced that some dealers planned to increase their holdings by RMB 100 million to RMB 200 million, and there was no price range for this increase.
Hangzhou Raycloud Technology Co.Ltd(688365) : it is proposed to repurchase shares with RMB 20 million to 40 million
Hangzhou Raycloud Technology Co.Ltd(688365) ( Hangzhou Raycloud Technology Co.Ltd(688365) ) it was announced on March 3 that the company intends to repurchase shares for employee stock ownership plan or equity incentive, with a total repurchase capital of no less than 20 million yuan and no more than 40 million yuan, and a repurchase price of no more than 20 yuan / share.
Jiangsu Zhongli Group Co.Ltd(002309) : Six distributed photovoltaic roof resources won by the subsidiary
Jiangsu Zhongli Group Co.Ltd(002309) ( Jiangsu Zhongli Group Co.Ltd(002309) ) on March 3, it was announced that the subsidiary Tenghui energy investment recently received six letters of acceptance, confirming that Tenghui energy investment is the bid winner of six distributed photovoltaic roof resources. The total bid winning capacity of the above six distributed photovoltaic site resources is 42.3mw, which is expected to cover about 423000 square meters of roof area.
Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) : it is proposed to use some over raised funds to invest in the project of expanding the production capacity of pre filled medical packaging materials
Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) ( Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) ) announced on March 3 that the company plans to invest in the project of expanding the production capacity of pre filled medical packaging materials. The construction period of the project is expected to be 18 months and the total investment is expected to be 300 million yuan. The total amount of over raised funds of the company is 1.254 billion yuan, and it is planned to use part of the over raised funds to invest in the project.
Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) : the subsidiary won the bid for the EPC project of offshore wind power of about RMB 5.63 billion
Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) ( Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) ) announced on March 3 that recently, the company’s wholly-owned subsidiary Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) group Zhongnan survey, design and Research Institute Co., Ltd. won the bid for Shandong energy 500MW offshore wind power EPC project, with a bid winning amount of about 5.63 billion yuan.
Thunder Software Technology Co.Ltd(300496) : it is proposed to raise no more than 3.1 billion yuan for the R & D of vehicle operating system and other projects
Thunder Software Technology Co.Ltd(300496) ( Thunder Software Technology Co.Ltd(300496) ) on March 3, it disclosed the plan of issuing A-Shares to specific objects, and the proposed fund-raising is no more than 3.1 billion yuan, which will be used for vehicle operating system R & D projects, edge computing station R & D and industrialization projects, extended reality (XR) r & D and industrialization projects, distributed computing network technology R & D projects and supplementary working capital.
