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 higher: Yuan universe concept stocks rose sharply, and the North net capital bought more than 5 billion yuan
The three major A-share indexes collectively closed up today. The Shanghai index once stood at the integer mark of 3700 points, and finally rose 0.40% to close at 3681.08 points; The Shenzhen Component Index rose 0.67% to close at 15212.49, with four consecutive positive days on the daily line; The gem index rose 0.87% to close at 3496.96 points, and the daily line was also positive for four consecutive days. The market turnover reached 1.27 trillion yuan, the industry sector rose and fell, and Yuan universe concept stocks rose sharply. Northbound funds bought a net 5.366 billion yuan today.
10 days 7 board this stock is too strong! How to lay out the future market after the batch trading limit of Yuan universe concept stocks?
From the perspective of individual stocks, there are nearly 90 individual stocks in the two cities today, and Qiming Information Technology Co.Ltd(002232) gained 7 daily trading limits in nearly 10 trading days. In terms of plates and hot concepts, as of the close, the concept plates such as online games, chemical fiber and UHV had the highest increase, and the recently hot meta universe concept stocks also rose in batches. Some institutions believe that at present, many Internet companies have turned to the direction of meta universe, which is expected to lead a new round of scientific and technological change, and relevant scientific and technological sectors such as electronics, media and computers will benefit.
After hours institutional strategy: the Shanghai index rose and fell, and low-level core value stocks focusing on the switching of funds
Yuanda believes that since the current market index is already at a phased high level and there is no subsequent incremental capital support, it may start the adjustment trend at any time. Therefore, it is recommended to continue to control the overall position and adhere to the strategy of both attack and defense. Defensive positions, it is recommended to continue to focus on low level of core value of the stock exchange value, including the required consumption, bulk consumption blue chips, such as Baijiu, medicine, health care, food and beverage.
Dragon and tiger list: 255 million rush to raise Hengxin Shambala Culture Co.Ltd(300081) net purchase of 1 share by foreign capital and 11 shares by institutions
On December 13, Hengxin Shambala Culture Co.Ltd(300081) , with a net inflow of 255 million yuan, was the largest among the dragon and tiger stocks on the list. According to the data, the daily limit of the stock was 20%, the turnover rate throughout the day was 31.89%, and the turnover was 2.023 billion yuan. The net inflow of funds into Huaxin Shanghai Branch, which ranks first, net purchases of 56.1298 million yuan. A total of 18 stocks were involved in the institutional participation in the dragon and tiger list, of which 11 were net bought by the institution, Sinotruk Jinan Truck Co.Ltd(000951) was the most bought, with a total of 45.9227 million yuan. In addition, 7 shares were sold by institutions, and Shanghai Putailai New Energy Technology Co.Ltd(603659) was sold the most, amounting to 213 million yuan.
Resumption 87 trading limit shares: Meisheng Cultural & Creative Corp.Ltd(002699) 4 plates Qiming Information Technology Co.Ltd(002232) 5 days 4 plates Beijing Dynamic Power Co.Ltd(600405) fried plates
In the afternoon of today (December 13), the three major indexes fluctuated and fell. On the whole, stocks in the two cities rose and fell in half, and the transaction volume was 34.8 billion larger than that of the previous trading day. On the disk, Yuan universe, media, mobile games, virtual reality, communication services and other sectors rose at the forefront, while diamond cultivation, scenic spot tourism, CRO, small household appliances and other sectors led the decline. A total of 87 shares were trading today, down 2 shares from the trading limit of 89 shares on the previous trading day.
Northbound capital net bought 18 shares such as Goertek Inc(002241) for 9 consecutive trading days, reaching a record high
On December 13, the Shanghai stock index closed at 3681.08 points, up 0.40%; Shenzhen composite index closed at 15212.49 points, up 0.67%; The gem index closed at 3496.96 points, up 0.87%. 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 Goertek Inc(002241) .
blockbuster news
Li Keqiang: continue to increase financial policy support for small, medium-sized and micro enterprises and individual industrial and commercial households
Li Keqiang said that we will continue to implement macro policies around the needs of market subjects, constantly stimulate market vitality and endogenous driving force for development, adopt market-oriented and legalized methods, increase financial and financial policy support for small, medium-sized and micro enterprises and individual industrial and commercial households with a large number of areas and supporting a large number of employment, and enhance the resilience and confidence of China’s economy. We have the ability to achieve the main objectives and tasks of the year.
Xinhua commentary: setting “traffic lights” for capital
The central economic work conference proposed to set up “traffic lights” for capital when it is necessary to correctly understand and grasp the characteristics and behavior laws of capital. This image metaphor releases a clear policy signal, promotes the advantages and eliminates the disadvantages of capital, and pays equal attention to promoting development and standardizing according to law. The setting of “traffic lights” is intended to guide capital to actively make progress under the institutional framework of laws and regulations. To curb the disorderly expansion of capital is not to stop capital, but to ensure the orderly development of capital.
National Development and Reform Commission: strengthen the construction of energy production, supply, storage and marketing system, and actively promote the construction of large-scale wind power and photovoltaic bases
On December 11, the national development and reform work conference was held in Beijing. The meeting stressed that we should strengthen the construction of energy production, supply, storage and marketing system, give full play to the role of inter ministerial coordination mechanism for coal, electricity, oil and gas transportation support, and ensure the supply of coal, electricity and natural gas. We will strengthen refined energy use management, ensure people’s livelihood and public energy demand, promote the orderly implementation of transformation and upgrading of enterprises in key industries whose energy efficiency is lower than the benchmark level, and promote the whole society to strengthen electricity and energy conservation.
CSRC: ensure the smooth implementation of the reform of the registration system and accelerate the improvement of the supervision system for overseas listing of enterprises
The Party committee of CSRC conveyed, studied and implemented the spirit of the central economic work conference: comprehensively deepen the reform and opening up of the capital market under the guidance of the reform of the whole market registration system. Adhere to the reform of the registration system politically, adhere to the “three principles” of the registration system reform, scientifically handle the “six aspects of relations”, make full efforts to “embroider”, and make solid and detailed preparations for politics, ideology, business and technology, so as to ensure the smooth implementation of the reform.
China Academy of ICT: in November, China’s mobile phone shipments increased by 19.2% year-on-year
According to the data of China Academy of information technology, the shipment of mobile phones in China in November was 35.3 million, a year-on-year increase of 19.2%. From January to November, the total shipments of mobile phones in the Chinese market totaled 317 million.
The highest subsidy for house purchase in Nanning is 2 million, and the third and fourth tier real estate market ushers in the tide of “encouraging house purchase”
According to the statistics of interface news, up to now, more than 10 cities have issued different degrees of encouraging house purchase policies, such as Chongqing Wanzhou and Bishan, Henan Kaifeng and Xinxiang, Nanning, Baoding, Hengyang, Nantong Hai’an, Jilin Tonghua and Hohhot. It mainly introduces preferential policies for house purchase from the aspects of talent subsidies, loan lines, deed taxes, house purchase subsidies, etc.
Ministry of Education: photos, search questions and other lazy students’ thinking ability app temporarily offline
The Ministry of Education issued a notice calling for strengthening education management and promoting the connection with the “double reduction” policy. The notice points out that the filing of online Discipline Training apps for primary and secondary schools will be suspended before the local education administrative departments complete the approval of online discipline training institutions for primary and secondary schools; Relevant education apps that have been filed are temporarily offline from the platform. For providing and disseminating homework apps that lazy students’ thinking ability, affect students’ independent thinking and violate the laws of education and teaching, such as “taking photos and searching questions”, they will be temporarily offline.
The two heavy policies of the cold chain will be released! Five Department authorities interpret the development plan of cold chain logistics in the 14th five year plan
The national development and Reform Commission is studying and drafting the policy document “opinions on promoting the high-quality development of cold chain logistics and helping to build a new development pattern”, focusing on promoting cold chain logistics to make up for its shortcomings from the aspects of strengthening facility construction, perfecting laws and standards, strengthening scientific and technological innovation and strengthening talent training. The opinions are soliciting opinions from relevant departments, will be revised and improved, and is expected to be issued and implemented in the near future.
At the end of November, the balance of individual housing loans increased by 401.3 billion yuan, 53.2 billion yuan more than that in October
According to the data of the central bank, at the end of November 2021, the balance of individual housing loans was 38.1 trillion yuan, an increase of 401.3 billion yuan in the current month, an increase of 53.2 billion yuan over October.
hot plate stocks
The concept of meta universe is hot! Market space geometry? Is the changed vocational education sector Beijing Zhidemai Technology Co.Ltd(300785) ?
Everbright Securities Company Limited(601788) indicates that China’s market space will be 340-640 billion yuan in 2025. By summing up the sub sectors of metauniverse (social networking, games, short video, e-commerce, etc.), it is estimated that the market space of metauniverse is 340 billion yuan. According to Metcalfe’s law, the market space is about 640 billion yuan.
Remain cautious in optimism and keep up with the general direction of policy! These targets are worth exploring in the market
Guosheng Securities pointed out that the current policy is constantly warm, the market is ready to rise, and the future market may be expected to challenge the previous high. It is optimistic to maintain a cautious attitude and keep up with the general direction of the policy. We should be patient with new energy vehicles, photovoltaic, wind power and other boards with high uncertainty in policy and market prospects, and grasp the boarding opportunities after adjustment. “Primary products” as a brand-new concept has been raised to the strategic height of the National Games. The relevant targets may usher in policy dividends, which is worth exploring in the market.
More than 100 billion market capitalization stocks soared! The price limit of Guanghui Logistics Co.Ltd(600603) and other targets broke out in the warehousing and logistics sector!
Ping An Securities pointed out that under the condition that the objectives of the 14th five year plan are successfully achieved, the field of cold chain logistics will still maintain a relatively rapid development, and relevant enterprises still have sufficient development space. Many enterprises are expected to become industry giants with global influence with the opportunity of high-quality development of China’s cold chain logistics industry. In terms of cold chain logistics, it is recommended to pay attention to S.F.Holding Co.Ltd(002352) , JD logistics and Sinotrans Limited(601598) ; In terms of cold chain equipment, it is recommended to pay attention to Qingdao Hiron Commercial Cold Chain Co.Ltd(603187) (cold chain commercial display cabinet) and Moon Environment Technology Co.Ltd(000811) (refrigeration equipment).
Brokerage stocks set up the stage and Yuan universe sing! Power and chemical stocks also soared. What are the potential targets?
China Industrial Securities Co.Ltd(601377) believes that the cross year market has begun. At the same time, the periodic marginal “wide credit” expectation is increasing, which continues to promote the index market with size resonance. The economic work conference promotes the four main lines of the new year’s market: 1) pay attention to securities companies, an important carrier of the new year’s market interpretation; 2) New and old infrastructure, real estate and other sectors benefiting from steady growth expectations and undervalued repair; 3) Dual carbon related new energy and coal sectors; 4) Science and innovation growth plate represented by “small high tech”.
The theme strategy of the eight securities companies: “stability” comes first! Construction blue chip is a value depression, and cement and glass fiber are expected to benefit?
Tianfeng Securities Co.Ltd(601162) said that compared with the meeting at the end of last year, the central economic work conference emphasized the uncertain factors facing the economy and put stable growth in the primary position of economic work. Under such a tone, the macro environment next year may be more friendly to infrastructure and real estate investment, which is conducive to home decoration building materials, float glass, photovoltaic glass and cement.
selected announcements of listed companies
Shenzhen Woer Heat-Shrinkable Material Co.Ltd(002130) : Shanghai Kete, the proposed spin off subsidiary, is listed on the Beijing stock exchange
Shenzhen Woer Heat-Shrinkable Material Co.Ltd(002130) (002130) announced on December 13 that the company plans to spin off its subsidiary Shanghai Kete new materials Co., Ltd. for listing in China, and authorized the company’s management to start the preliminary preparations for the spin off of Shanghai Kete for listing on the Beijing stock exchange. At present, the matter is still in the preliminary planning stage. Shanghai Kete is an innovative company that has been listed in the National SME share transfer system for 12 months.
Jiangsu Akcome Science And Technology Co.Ltd(002610) : hjt joint venture
Jiangsu Akcome Science And Technology Co.Ltd(002610) (002610) announced on December 13 that the company plans to establish a joint venture with China Resources Power logistics (China) Co., Ltd. and Zhoushan Marine Comprehensive Development Investment Co., Ltd., and take the joint venture as the main body to carry out the high-efficiency heterojunction Cecep Solar Energy Co.Ltd(000591) cell and module project in Zhoushan City, so as to promote the development of photovoltaic industry in Zhoushan City. The final registered capital of the joint venture is expected to be 3 billion yuan, of which the first phase registered capital is proposed to be 79853.4 million yuan.
Haili wind power: it is proposed to invest 1 billion yuan in the manufacturing project of offshore wind power industry
Haili wind power (301155) announced on December 13 that the company and Lijin County People’s government recently signed the investment cooperation framework agreement. The two sides will jointly promote offshore wind power industry manufacturing projects and expand and strengthen wind power industry cooperation. The company plans to invest in new projects with an annual output of 200 sets of towers, 200 sets of offshore wind turbine single pile foundation, jacket foundation bearing platform, and offshore wind power transportation, operation and maintenance home port projects in Lijin County. The planned total investment of the project is about 1 billion yuan, including 500 million yuan in phase I and 500 million yuan in phase II.
Yibin Tianyuan Group Co.Ltd(002386) : it is proposed to establish a new company to invest in the construction of 100000 t / a lithium iron phosphate cathode material project, with a total investment of 2.389 billion yuan
Yibin Tianyuan Group Co.Ltd(002386) on the evening of December 13, it was announced that a new company would be established to invest in the construction of 100000 t / a lithium iron phosphate cathode material project, and the company’s subsidiaries would build phosphoric acid and iron phosphate projects according to the actual situation. The total investment of the project is planned to be 2.389 billion yuan.
Jiangsu Guotai International Group Co.Ltd(002091) : two lithium ion battery electrolyte projects
Jiangsu Guotai International Group Co.Ltd(002091) (002091) it was announced on December 13 that Ruitai Xincai, the holding subsidiary of the company, and Huarong chemical, the holding subsidiary of the company, planned to jointly invest in the construction of a 260000 ton lithium ion battery electrolyte project with a total investment of 1.146 billion yuan (equivalent to 180 million US dollars). The construction site of the project is prucice, Poland. Ningde Huarong, a subordinate enterprise of the company, plans to invest in the construction of a lithium-ion battery electrolyte project with an annual output of 400000 tons, with a total investment of 1.538 billion yuan. The construction site of the project is the newly acquired land of Long’an Industrial Park, Ningde City.
Qinghai Salt Lake Industry Co.Ltd(000792) : sign strategic cooperation framework agreement with Gotion High-Tech Co.Ltd(002074)
Qinghai Salt Lake Industry Co.Ltd(000792) (000792) announced on December 13 that the company and Gotion High-Tech Co.Ltd(002074) (002074) signed the strategic cooperation framework agreement on the same day. The two sides intend to conduct in-depth cooperation in the fields of new energy, lithium battery, scientific and technological research and development, lithium magnesium materials and talent training, so as to promote the competitiveness improvement and rapid business development of the two sides in the field of new energy industry.
Shanghai Yuyuan Tourist Mart (Group) Co.Ltd(600655) : it is proposed to repurchase 10-20 million shares
Shanghai Yuyuan Tourist Mart (Group) Co.Ltd(600655) (600655) announced on December 13 that it plans to repurchase 10-20 million shares at a price of no more than RMB 14.50/share for the employee stock ownership plan or equity incentive plan.
Lb Group Co.Ltd(002601) : the sales price of titanium dioxide will be raised from next year
Lb Group Co.Ltd(002601) (002601) announced on December 13 that from January 1, 2022, the sales price of various models of titanium dioxide (including titanium dioxide by sulfuric acid method and titanium dioxide by chlorination method) of the company will be increased by 1000 yuan / ton for various Chinese customers and 150 dollars / ton for various international customers on the basis of the original price.
