Take a look before going to bed! It combs the heavy news, hot plate news and announcements of listed companies for investors’ reference.
The Shanghai stock index has five consecutive positive north-south funds this week, with a cumulative net purchase of nearly 50 billion, a record
The three major A-share indexes rose and fell today, and the Shanghai index closed down 0.18%, but the weekly K-line still closed five consecutive yang to close at 3666.35 points; The Shenzhen Component Index fell 0.24% to close at 15111.56; The gem index rose 0.22% to close at 3466.80. The market turnover remained above 1 trillion yuan, reaching 1.2 trillion yuan today, breaking trillion yuan for the 36th consecutive trading day. Industry sectors were mixed, led by energy metals, photovoltaic equipment and games, and led by shipbuilding, diversified finance and airports.
This week, the North bought nearly 50 billion yuan, a record high! The rotation pattern of the two cities is obvious, and the weight of blue chip is favored again
Today, the large and small indexes were divided, the Shanghai index was weak and volatile, and the gem index once rose more than 0.7%. On the plate, heavyweights such as securities companies and banks performed in the doldrums, but the lithium extraction plate of Salt Lake rose sharply all day, the concept of Yuan universe was strong, and the concept stocks of auto parts and hit batteries rose. The new energy track with average performance yesterday was repaired as scheduled today, among which the upstream plates represented by lithium extraction from Salt Lake, fluorine chemical industry, phosphorus chemical industry and organic silicon performed strongly.
After hours institutional strategy: A-share market benign stepping back, focusing on the rhythm of hot spot switching
Yuanda pointed out that in the current market, the weight and Growth Theme stocks rotate repeatedly. Therefore, it is suggested that we continue to adhere to the strategy of “both attack and defense” and balanced allocation. Moreover, in the near future, we can appropriately increase the position allocation of ultra low consumption blue chip varieties, and other positions can patiently wait for the low entry opportunities after the adjustment and stabilization of the three growth core track stocks. Among them, investors who have already been involved in Baijiu, food and beverage, Chinese medicine, medicine, medical treatment and so on have been low.
Dragon and tiger list: 547 million rush to raise Chengxin Lithium Group Co.Ltd(002240) foreign capital net buys 3 shares, and institutions net buy 15 shares
On December 10, Chengxin Lithium Group Co.Ltd(002240) , with a net inflow of 547 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 10.21% throughout the day. The net inflow of funds into the top Shenzhen Stock connect seats net purchase of 415 million yuan. A total of 23 stocks were involved in the institutional participation in the dragon and tiger list, of which 15 were net bought by the institution, and Chengxin Lithium Group Co.Ltd(002240) was the most bought, amounting to 68.5828 million yuan. In addition, 8 shares were sold by institutions, and Qinghai Salt Lake Industry Co.Ltd(000792) was sold the most, at 430 million yuan.
Resumption of 89 trading limit shares: Chinalin Securities Co.Ltd(002945) 3 board Qiming Information Technology Co.Ltd(002232) double Beijing Jingcheng Machinery Electric Company Limited(600860) stop 7 Board
Today (December 10) afternoon, the index continued to differentiate, the Shanghai index was weak and volatile, and the transaction volume of the two cities exceeded trillion for the 36th consecutive trading day. On the disk, salt lake lithium, cloud games, metauniverse, hit batteries and other sectors led the rise, while airport shipping, pumped storage, coal, cro and other sectors led the decline. A total of 89 shares rose today, an increase of 10 shares compared with the limit of 79 shares on the previous trading day. Among Shenwan’s 28 primary industries, media and non-ferrous metals led the two cities.
This week, the Shanghai 50 index rose 4.1% San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , Zhejiang Oceanking Development Co.Ltd(603213) and other 17 shares to a record high
On December 10, the Shanghai stock index closed at 3666.35 points, down 0.18%; Shenzhen composite index closed at 15111.56 points, down 0.24%; Gem index closed at 3466.80 points, up 0.22%. According to the data of East Money Information Co.Ltd(300059) choice, the intraday share prices of 17 stocks hit an all-time high today, including San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , Zhejiang Oceanking Development Co.Ltd(603213) .
blockbuster news
Central economic work conference: fully implement the stock issuance registration system
The central economic work conference was held in Beijing from December 8 to 10. The meeting required that we should pay close attention to the pilot of comprehensive reform of market-oriented allocation of factors, fully implement the stock issuance registration system, complete the three-year action task of state-owned enterprise reform, and steadily promote the reform of natural monopoly industries such as power grid and railway. We will mobilize local enthusiasm for reform and encourage all localities to adjust measures to local conditions and take the initiative to reform. We will expand high-level opening-up, promote institutional opening-up, implement the national treatment of foreign-funded enterprises, attract more investment from multinational corporations, and accelerate the implementation of major foreign-funded projects. We will promote the one belt, one road, high quality development.
hot wire! The direct settlement of inter provincial and non local medical and hospitalization expenses has covered the whole country
According to the latest news from the National Medical Insurance Bureau, at present, the direct settlement service of cross provincial and non local medical and hospitalization expenses has covered all provinces, all overall planning areas, all kinds of insured personnel and main expatriates in China. 52900 networked designated medical institutions have been connected, basically realizing the full coverage of designated hospitals and the goal of having at least one networked designated hospital in each county.
Shenzhen Stock Exchange revised the listing rules to further clarify the scope of regulatory objects and information disclosure obligors
Shenzhen Stock Exchange revised the stock listing rules of Shenzhen Stock Exchange (Draft for comments). This revision implements the new securities law, Guofa No. 14 document, letter Phi measures and other new requirements. In order to further clarify the scope of regulatory objects and information disclosure obligors, the definition of information disclosure obligors in the letter Phi measures is adopted, and the scope is further expanded, from shareholders to depositary receipts holders, from acquirers to other subjects of equity changes, and from bankruptcy administrators and their members to all parties concerned in bankruptcy matters.
Sudden! A number of 10 billion private placement announced to stop publishing estimated net worth services
Today, magic square, Mingyu and other 10 billion quantitative private placements issued a notice that the estimated net value push service will no longer be provided from this week or next week, and several 10 billion stock private placements such as qinghequan and Shiva assets also followed up. Each manager said that considering that the estimated net value has certain defects in accuracy and completeness, and has not been reviewed and confirmed by the custodian, it decided not to provide the estimated net value service.
Shenzhen Stock Exchange: securities companies shall prudently carry out the incremental business of stock pledge repurchase
Shenzhen Stock Exchange issued the guidelines for securities trading business of Shenzhen Stock Exchange No. 1 – risk management of stock pledge repo transactions. Securities companies shall prudently carry out incremental business of stock pledge repo, and the scale of incremental business must match the risk management ability and continuous compliance status of stock business.
Simplify the complexity and make the “learning method” and “usage” easier for all parties involved in the market! Shanghai Stock Exchange solicits public opinions on Revising the stock listing rules
On December 10, the Shanghai Stock Exchange publicly solicited opinions on Revising the stock listing rules of Shanghai Stock Exchange (hereinafter referred to as the “Stock Listing Rules”). As an important part of the self-regulation system of listed companies, the sorting and integration of stock listing rules is not only the implementation of the policy of “building a system”, but also the practice of the concept of “I do practical things for the masses”; It not only emphasizes the vigorous simplification and optimization of the Shanghai Stock Exchange’s own rule system, but also pays attention to the functional complementarity with the rules of the CSRC and the coordination between Shanghai and Shenzhen stock exchanges.
Sinopharm China biology has arranged R & D work for Omicron mutant
The reporter of Shanghai Securities News learned from Sinopharm that Sinopharm China biology has arranged R & D work for Omicron mutant on three technical routes. Zhang Yuntao, chief scientist and vice president of Sinopharm China biology, introduced the scientific and technological breakthrough of Sinopharm China biology in response to mutant strains along multiple technical routes. Zhang Yuntao said that Sinopharm China biology has arranged R & D work for Omicron mutant on three technical routes.
Heavy new rules! Cbcirc: cancel the upper limit of shareholding ratio of foreign insurance enterprises, and clarify that insurance asset management is based on long-term and steady investment
The relevant person in charge of the cbcirc said that over the past decade, profound changes have taken place in China’s financial market, especially the in-depth promotion of the structural reform on the financial supply side, which has put forward higher requirements for the development and supervision of insurance asset management companies. The existing regulatory rules and regulations of insurance asset management companies have some problems such as lag, conflict and blank to a certain extent, which need to be revised and improved.
hot plate stocks
North fund crazy shopping! The three driving forces supporting the new year’s market are promising?
Soochow Securities Co.Ltd(601555) believes that the current round of market is mainly driven by northward funds, and the attraction of RMB assets has increased, resulting in the accelerated inflow of foreign capital into a shares. In terms of operation, balanced allocation is recommended. We should not only pay attention to the allocation opportunities of low weight blue chips and large consumption, but also pay attention to the low absorption opportunities in the growth direction of digital economy, 5g application and new energy, and cautiously pursue the rise.
Shenzhen Maxonic Automation Control Co.Ltd(300112) “20cm” limit! The concept of industrial mother machine broke out and the yuan universe plate “made a comeback”
The Pacific Securities Co.Ltd(601099) Securities pointed out that the application fields of NC machine tools are very wide, mainly including aerospace, shipbuilding, automobile, engineering machinery, power equipment, industrial molds, etc. China’s NC rate is still at a low level, and there is still broad room for improvement in the future. In addition, the replacement cycle of machine tools is generally 10 years, with the highest demand in 2011 and the renewal and replacement cycle in 2021. Under the trend of incremental substitution and stock renewal, the demand potential of China’s machine tool industry is huge.
The investment window of domestic parts is exposed, and the seed industry ushers in a historic allocation opportunity! What are the potential targets?
Guosen Securities Co.Ltd(002736) mentioned that from the perspective of cycle, the prosperity of grain prices is upward. As the post grain price cycle, the seed industry will be in the performance release channel in the next two years; The improvement of supply and demand structure of corn seeds in China will also usher in the reversal of inventory cycle. From the perspective of growth, the timely implementation of GM will bring variety transformation to the industry, and the leading enterprises will usher in a high-speed growth stage of rising prices and increasing market share.
Theme strategy of eight securities companies: resource shortage + year-end stock tide! “Lithium uncle” welcomes the highlights and combs the beneficiary stocks at the moment
Ping An Securities believes that with the gradual normalization of economic operation, the marginal impact of demand and liquidity on nonferrous metals will weaken in 2022, but the overall low inventory, epidemic situation and China’s carbon neutralization policy may have a certain impact on supply, the price fluctuation of nonferrous products will increase, and the price focus of industrial metals may move downward. At the same time, carbon neutralization, as a national strategy, will have a profound impact on the non-ferrous industry. Electrolytic aluminum, energy metals and new materials greatly affected by carbon neutralization will become a gold track and an important investment main line.
selected announcements of listed companies
Shanghai Electric Power Co.Ltd(600021) : full capacity grid connected power generation of Jiangsu Rudong H4 #, H7 # offshore wind power projects
Shanghai Electric Power Co.Ltd(600021) (600021) it was announced on December 10 that recently, Jiangsu Rudong h4#, h7# offshore wind power projects invested by the company’s holding subsidiary State Power Investment Group Jiangsu Power Co., Ltd. were connected to the grid for full capacity power generation. The installed capacity of h4# project is 400 MW and the designed annual power generation is 1.604 billion kwh. The installed capacity of h7# project is 400 MW and the designed annual power generation is 1.664 billion kwh.
Tbea Co.Ltd(600089) : several projects such as smart cable, photovoltaic and wind power
Tbea Co.Ltd(600089) (600089) announced on December 10 that in order to solve the current situation of insufficient cable production capacity and low production automation level in Xinjiang, the company plans to invest in the construction of intelligent cable industrial park project with Xinjiang cable, a wholly-owned subsidiary, with a total investment of 844 million yuan; In order to accelerate the development of scenery resources, Xinjiang new energy, the holding company of the company, will invest in the construction of Xingtang 200MW photovoltaic project and 13 room 49.5mw wind power project, with a total investment of 851 million yuan and 340 million yuan respectively; In order to further play the role of supply chain finance in supporting industrial development, the company plans to set up a wholly-owned subsidiary Tianjin factoring company in Tianjin Dongjiang Free Trade Port Area, with a registered capital of 200 million yuan.
Jiangsu Nata Opto-Electronic Material Co.Ltd(300346) : it is proposed to invest 1.2 billion yuan in the construction of high-purity fluorine electronic materials project
Jiangsu Nata Opto-Electronic Material Co.Ltd(300346) (300346) announced on December 10 that the company plans to build a high-purity fluorine electronic material project in Bayin area of Chahar economic and Technological Development Zone, Inner Mongolia, with a total investment of 1.2 billion yuan. The project mainly constructs production lines and ancillary facilities such as 7200 tons of nitrogen trifluoride, 500 tons of tungsten hexafluoride and 1000 tons of hexafluoroethane tetrafluorocarbon co production project. The project is divided into three phases.
Hunan Zhongke Electric Co.Ltd(300035) : it is proposed to invest 2.5 billion yuan in the integrated project of anode materials for lithium batteries with an annual output of 100000 tons
Hunan Zhongke Electric Co.Ltd(300035) (300035) announced on December 10 that the company plans to invest in the “integration project of lithium battery cathode materials with an annual output of 100000 tons” in Gui’an new area, Guizhou. The total investment of the project is about 2.5 billion yuan, and the annual production capacity of cathode materials is 100000 tons. The phased construction mode is adopted. The production capacity of phase I is 65000 tons / year and that of phase II is 35000 tons / year.
Chengdu Shenleng Liquefaction Plant Co.Ltd(300540) : Inner Mongolia yahai bog helium extraction unit investment project company
Chengdu Shenleng Liquefaction Plant Co.Ltd(300540) (300540) announced on December 10 that the company has carried out in-depth cooperation with yahai energy in the field of helium extraction. Yahai energy, as a gas supplier, funded the establishment of a project company as the main investor of bog helium extraction device. Meanwhile, the company plans to sign the cooperation agreement on bog helium extraction device of Inner Mongolia yahai 600000 ton LNG project with yahai energy. The registered capital of the project company is 50 million yuan, including 37.5 million yuan subscribed by Shenleng company, holding 75%.
Jinlei Technology Co.Ltd(300443) : the proposed digital manufacturing project of offshore wind power core components
Jinlei Technology Co.Ltd(300443) (300443) announced on December 10 that Shandong Jinlei new energy reassembly Co., Ltd., a wholly-owned subsidiary, is proposed to invest in the construction of digital manufacturing project of offshore wind power core components. The project has an annual casting capacity of 400000 tons and is planned to be constructed in three phases. Among them, the design capacity of phase I is 150000 tons, the planned investment is about 2.237 billion yuan, and the construction period is 18 months.
Zyf Lopsking Aluminum Co.Ltd(002333) : it is proposed to change the company name and focus on the development of related businesses in the fields of photovoltaic building integration
Zyf Lopsking Aluminum Co.Ltd(002333) (002333) announced on December 10 that the company has been transformed into an enterprise covering diversified businesses such as aluminum extruded profiles, recycled aluminum alloy casting rods, system doors and windows, testing and intelligent construction. It is proposed to change the company name to “zhongyifeng Zyf Lopsking Aluminum Co.Ltd(002333) Material Technology Co., Ltd.” and the securities abbreviation and securities code remain unchanged. In the future, the company will gradually reduce the proportion of aluminum building door and window profile business, and focus on the development of related businesses in the field of recycled aluminum alloy casting rod, system door and window and photovoltaic building integration.
China Baoan Group Co.Ltd(000009) : it is proposed to jointly invest in the construction of artificial graphite anode material integration base project
China Baoan Group Co.Ltd(000009) (00000 9) on December 10, it was announced that its subsidiary beiteri recently signed a cooperation agreement with Huinong district government of Shizuishan City, Ningxia Hui Autonomous Region, Ningxia Ruiding New Material Technology Co., Ltd. and Ningxia Tianjing Longding silicon carbide Co., Ltd. (hereinafter referred to as “Tianjing Longding”). Beiteri and Tianjing Longding plan to pass Ningxia Ruiding New Material Technology Co., Ltd, The “artificial graphite anode material integration base project” is invested and built in Shizuishan city. The overall planning of the project is to produce an annual output of 100000 tons of artificial graphite anode material integration production line.
Jiangsu Safety Wire Rope Co.Ltd(603028) : the chairman and others plan to increase their total holdings of no less than 2% of the company’s shares
Jiangsu Safety Wire Rope Co.Ltd(603028) (603028) announced on December 10 that Shen Shengquan, chairman of the company, Lin Zhuying, general manager and Yu Wen, executive director of Jiangsu Safety Wire Rope Co.Ltd(603028) Electromechanical, a holding subsidiary of the company, plan to increase the total holdings of the company’s shares by no less than 5.74 million shares and no less than 2% of the company’s total share capital within 6 months. The price of the proposed additional shares shall not exceed 25 yuan / share.
Saic Motor Corporation Limited(600104) : the construction of phase II 16gwh cell production line has been started, and it is planned to be completed and put into operation by the end of next year
Saic Motor Corporation Limited(600104) (600104) said on the interactive platform that the batteries of the company’s new energy vehicles are mainly provided by SAIC times (battery) and SAIC times (battery) jointly established by SAIC and Contemporary Amperex Technology Co.Limited(300750) . The production capacity of SAIC phase I has reached 26gwh. Considering that the production capacity is in short supply, the construction of phase II 16gwh cell production line has been started, and it is planned to be completed and put into operation by the end of next year.
Tellhow Sci-Tech Co.Ltd(600590) : it is proposed to invest in the establishment of military industry incubation platform
Tellhow Sci-Tech Co.Ltd(600590) (600590) announced on December 10 that Taihao military industry, a wholly-owned subsidiary of the company, plans to jointly invest 50 million yuan with Gongqingcheng science and Development Co creation partnership (limited partnership), the company’s core employee ownership platform of military equipment industry, to establish Shanghai Taihao science and Innovation Development Co., Ltd. as an incubation platform for innovative projects in military equipment industry. The platform mainly focuses on new technologies and new directions of the military industry to cultivate emerging businesses for the company.
Runjian Co.Ltd(002929) : a wholly-owned subsidiary is proposed to expand new energy development and photovoltaic operation and maintenance projects
Runjian Co.Ltd(002929) (002929) announced on December 10 that in order to further promote the development of the company’s new energy business and expand new energy development, photovoltaic operation and maintenance and other projects, the company plans to invest 100 million yuan to establish a wholly-owned subsidiary Hengzhou Runxi Energy Co., Ltd.
China Yangtze Power Co.Ltd(600900) : the hydropower installed capacity of Yunchuan company will be greatly increased
China Yangtze Power Co.Ltd(600900) (600900) disclosed a major asset restructuring plan on the evening of the 10th. It is planned to purchase 100% equity of Three Gorges Jinsha River Yunchuan Hydropower Development Co., Ltd. (hereinafter referred to as “Yunchuan company”) jointly held by Three Gorges group, Three Gorges investment, Yunneng investment and chuanneng investment by issuing shares, issuing convertible bonds (if any) and paying cash. At the same time, supporting fund-raising, the trading of the company’s shares resumed on the 13th. Yunchuan company is the investment and operation entity of Wudongde and Baihetan Hydropower Stations. Wudongde Hydropower Station has an approved installed capacity of 10.2 million KW and has been fully put into operation; The approved installed capacity of Baihetan Hydropower Station is 16 million KW. At present, some units have been put into operation. After the transaction, China Yangtze Power Co.Ltd(600900) holding hydropower installed capacity will be increased from 45.595 million kW to 71.795 million KW.
