Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors’ reference
Three strong currency index stocks led gains
The three major A-share indexes collectively closed up today, with the Shanghai index rising 0.32% to close at 346231 points; The Shenzhen Component Index rose 0.32% to close at 1345573; The gem index rose 0.89% to close at 288131. The market turnover reached 949.1 billion yuan, and the industry sectors rose and fell. The digital currency, photovoltaic equipment and shipping port sectors led the rise strongly, while the decoration, education and industrial mother machine sectors led the decline.
The amazing scene of A-Shares appeared again! Near the end of the day, the amount of capital pending orders increased sharply in the north. What’s the matter?
The familiar scene was staged again, and the North rushed to raise funds at the end of the trading. Near the closing, if considering the outstanding trading volume of pending orders, the net inflow of northbound funds once exceeded 10 billion yuan, reaching 13.261 billion yuan. However, most of the pending orders were not closed. Data show that on February 28, the net inflow of funds from the North was 2.047 billion yuan.
Several high-level stocks continued to expand the loss effect, and the concept of China and Russia continued to ferment
Today, a total of 43 shares rose by the limit, 22 shares were fried, and the blocking rate was 66% Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Beijing Zznode Technologies Co.Ltd(003007) , Renzhi shares, Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) , Ningbo Energy Group Co.Ltd(600982) 3. On the disk, 1981 stocks rose and 2601 stocks fell, with China Russia trade, CIPS, oil and gas, covid-19 testing and other rising stocks, and household appliances, industrial machines, education and other declining stocks.
Dragon and tiger list: 160 million rush to raise funds Xiangtan Electrochemical Scientific Co.Ltd(002125) foreign capital net buys 3 shares and institutions net buys 5 shares
On February 28, among the stocks on the list, the largest net capital inflow was Xiangtan Electrochemical Scientific Co.Ltd(002125) , which was 160 million yuan. According to the data, the daily limit of the stock closed at 15.06 yuan, with a full day turnover rate of 8.3%, close to the historical high of 15.19 yuan. The net inflow of funds into the top Huaxin Shanghai Branch net purchase of 512062 million yuan. A total of 20 stocks were involved in the institutional participation in the dragon and tiger list, of which 5 stocks were net bought by the institution, and Yimikang Tech.Group.Co.Ltd(300249) was bought the most, amounting to 397616 million yuan.
Resumption of trading of 60 stocks up and down: Hyunion Holding Co.Ltd(002537) first board Ningbo Construction Co.Ltd(601789) heavy fall Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) 7 board relay
Today (February 28), the three major indexes fell and rebounded slightly. The transaction volume of the two cities today was 949.1 billion, a decrease of 69.7 billion compared with the previous trading day. On the disk, digital currency, port and shipping, oil and gas exploitation, coal and other sectors led the increase; Industrial machines, education, architectural decoration, digital village and other sectors led the decline. A total of 60 shares rose today, 15 shares less than the 75 share limit of the previous trading day. Among the Shenwan level industries, coal and nonferrous metals led the rise in the two cities.
The gem index rebounded from the bottom, and 16 shares, including Beijing Zznode Technologies Co.Ltd(003007) , Sinomine Resource Group Co.Ltd(002738) and others, reached a record high
On February 28, the Shanghai stock index closed at 346231 points, up 0.32%; Shenzhen composite index closed at 1345573 points, up 0.32%; The gem index closed at 288131 points, up 0.89%. According to the data of China stock market news choice, the intraday share prices of 16 stocks hit a record high today, including Beijing Zznode Technologies Co.Ltd(003007) , Sinomine Resource Group Co.Ltd(002738) , etc. The data showed that the intraday share prices of 34 stocks hit a record low today, including Liaoning Chengda Biotechnology Co.Ltd(688739) and so on
blockbuster news
Xi Jinping : accelerate the construction of world-class enterprises and strengthen the training of talents in basic disciplines
Xi Jinping presided over the 24th Meeting of the Central Committee for comprehensively deepening reform and stressed that we should accelerate the construction of world-class enterprises and strengthen the training of talents in basic disciplines. The meeting pointed out that we should improve the formulation and implementation mechanism of inclusive financial policies, improve the inclusive financial infrastructure, institutional rules and grass-roots governance, accelerate the improvement of risk sharing and compensation mechanisms, and promote the formation of a long-term mechanism with affordable costs and sustainable business. We should attach great importance to preventing financial risks.
Central deep reform commission: strengthen financial supervision and resolutely punish corruption in the financial field
Xi Jinping presided over the 24th Meeting of the Central Committee for comprehensively deepening reform. The meeting stressed the need to deepen the structural reform of the financial supply side, allocate more financial resources to key areas and weak links, attach great importance to preventing financial risks, strengthen party building in the financial system, strengthen the atmosphere of comprehensively and strictly administering the party, and implement strict requirements, We will strengthen financial supervision, resolutely punish corruption in the financial sector, and investigate and deal with those who violate discipline and law.
National Energy Administration: developing clean coal utilization technology is the key direction of national scientific and technological development
The national energy administration is preparing the renewable energy development plan for the 14th five year plan, which will comprehensively consider factors such as resource endowment, consumption capacity and construction conditions, optimize the regional layout of new energy development, adhere to the simultaneous development of centralized and distributed development, promote the construction of a number of major renewable energy bases and vigorously support the development of distributed new energy.
Ministry of transport: moderately advance infrastructure construction and investment
In response to a reporter’s question, Dai Dongchang, Vice Minister of the Ministry of transport, said that this year, infrastructure construction and investment will be carried out moderately ahead of schedule, the construction of key projects will be taken as an important starting point for expanding effective investment in transportation, the implementation of transportation projects among 102 major national projects will be promoted as a whole, and a number of projects with great significance, far-reaching impact, large volume and good benefits will be implemented Major transportation engineering projects with leading technology.
The state will immediately start the collection and storage of the central frozen pork reserve
According to the monitoring of the national development and Reform Commission, in the week from February 21 to 25, the national average pig grain price ratio was 4.98 ∶ 1, entering the level-1 early warning range of excessive decline determined in the working plan for improving the regulation mechanism of government pork reserves and ensuring supply and price stability in the pork market. The national development and Reform Commission, together with relevant departments, will immediately start the collection and storage of the central frozen pork reserve and guide all localities to actively collect and store. According to preliminary statistics, at present, Beijing, Jiangxi, Hubei, Chongqing, Yunnan, Shaanxi, Ningxia and other places have started collection and storage, and other places will also start in the near future.
The plan of Shanghai Municipality on strictly cracking down on illegal securities activities according to law was officially issued
Recently, with the consent of the Shanghai municipal government, the “Shanghai plan on strictly cracking down on illegal securities activities according to law” was officially issued. On the basis of fully implementing the requirements of the opinions of the two offices, based on the actual situation of law enforcement and justice in Shanghai’s capital market, and focusing on the work objectives of 2022 and 2025, the Shanghai plan stipulates seven aspects and 26 specific implementation measures.
National Development and Reform Commission: will take effective measures to strengthen iron ore price regulation and supervision
The national development and Reform Commission attaches great importance to the changes in the market price of iron ore, and will conduct in-depth investigation with relevant departments, strengthen supervision, severely crack down on illegal acts such as spreading false information, bid up prices and malicious speculation, and study and further take effective measures to effectively ensure the stable operation of the market price of iron ore.
Supervision window guidance! Major changes in 100 billion pension target funds and tightened approval of such products
The CSRC has provided window guidance to some fund companies to guide fund companies to suspend the reporting of pension target funds for less than three years, and the approval of products that have been reported will also be suspended. The reason is that the holding period is too short, which violates the original intention of pension target funds to encourage investors to hold for a long time and pursue the long-term steady appreciation of pension assets
hot spot stocks
Three logics support Uncle Li! A shares are “full of power”! How fierce is this air outlet?
Chuancai securities mentioned that with the deepening of the “double carbon” policy, the proportion of photovoltaic wind power and other new energy power generation in the energy structure continues to increase, but the intermittent and unstable characteristics of new energy power generation pose a challenge to the consumption capacity of the power grid. The development of new energy storage will effectively improve the grid connection and consumption capacity of new energy, promote the construction of new power system, and provide guarantee for the vigorous development of new energy.
Shipping sector broke out in full Huaihe Energy (Group) Co.Ltd(600575) staged a day floor market! What happened?
China Securities Co.Ltd(601066) transportation industry analysts said that the global centralized transportation supply chain is always in a tight state and “has no resistance to the impact of any event”. Historically, events such as the blockage of Suez Canal and Shenzhen Yan Tian Port Holdings Co.Ltd(000088) suspension have led to nonlinear sudden changes in freight rates. Although the container transportation in and out of the Black Sea is a relatively small trade, the continuous escalation of the situation in Russia and Ukraine may have a great impact on the global container supply chain and greatly delay the recovery speed of the global supply chain.
Grandma Jin and Uncle Li show their skills! Oil and medical sectors have become “sweet pastry”?
Guotai Junan Securities Co.Ltd(601211) futures believes that, based on the existing understanding of the precious metal pricing framework, we believe that the event type impulse hedging demand will cause a short-term rise in the gold price, but whether it can form a trend impact needs to see two driving points: first, the further escalation of hedging events; Or, second, the hedge drive resonates with the interest rate drive, which can also give gold better upward flexibility.
Theme strategies of eight securities companies: where will the military industry sector go when the conflict between Russia and Ukraine is going? Sorting out the targets of the core industrial chain
AVIC Securities said that the current large-scale adjustment is unrealistic. The valuation of the military industry has become cheap and has entered the allocation range with cost performance again. In the face of irrational adjustment, it is more necessary to be rational and calm at the current stage. The space for further deep adjustment is limited. Although it still takes time for confidence recovery and style transformation, the bottom is approaching and has entered the stage of time for space. It is not suitable to be overly pessimistic and blindly kill
selected announcements of listed companies
Guangdong Aofei Data Technology Co.Ltd(300738) : signed with Baidu Langfang Gu’an data center project cooperation intention notice
Guangdong Aofei Data Technology Co.Ltd(300738) ( Guangdong Aofei Data Technology Co.Ltd(300738) ) announced on February 28 that the company recently signed a notice of intent with Beijing Baidu Netcom Technology Co., Ltd. The two sides reached an agreement on the cooperation of the company’s Langfang Gu’an data center project, and the company will provide Baidu with the service capacity of 1850 customized high-power data center cabinets; Before July 31, 2022, the company will deliver 850 cabinets to Baidu; The service period is 6 years. It is estimated that the total cooperation income of this project during the cooperation period is expected to be about 950 million yuan.
Jiangsu Yoke Technology Co.Ltd(002409) : the subsidiary plans to invest 1.5 billion yuan to build a semiconductor core material project with an annual output of 39000 tons
Jiangsu Yoke Technology Co.Ltd(002409) ( Jiangsu Yoke Technology Co.Ltd(002409) ) on February 28, it was announced that Huafei electronics, a wholly-owned subsidiary, plans to invest in the construction of the “semiconductor core material project with an annual output of 39000 tons”. The total land area of the project is about 82 mu, with a total investment of about 1.5 billion yuan, including a fixed asset investment of about 1.3 billion yuan. It is constructed in three phases, with a total construction period of about 5 years. The main source of funds is self raised by the enterprise. Huafei electronics plans to sign the cooperation agreement with the Management Committee of South Taihu new area to invest in the construction of the “semiconductor core material project with an annual output of 39000 tons” in South Taihu new area of Huzhou.
Zhuhai Cosmx Battery Co.Ltd(688772) : it is proposed to invest 4 billion yuan to build a new high-performance lithium-ion battery project
Zhuhai Cosmx Battery Co.Ltd(688772) ( Zhuhai Cosmx Battery Co.Ltd(688772) ) it was announced on February 28 that Zhejiang Guanyu, a wholly-owned subsidiary of the company, plans to invest and establish a project company in Chongqing Wansheng economic and Technological Development Zone according to law to invest in the construction of a new high-performance lithium-ion battery project. The total investment of the project is expected to be 4 billion yuan, and the source of funds is self owned or self raised funds. The project is planned to start construction in 2022 and be completed and put into operation in 2025.
Beijing Bayi Space Lcd Technology Co.Ltd(688181) : it is proposed to repurchase shares with RMB 50 million-100 million
Beijing Bayi Space Lcd Technology Co.Ltd(688181) ( Beijing Bayi Space Lcd Technology Co.Ltd(688181) ) on February 28, it was announced that the company planned to repurchase shares at a price of 50-100 million yuan, with the repurchase price not exceeding 60 yuan / share.
Beijing Sinohytec Co.Ltd(688339) : the controlling shareholder, some directors, supervisors, senior executives and business and technical backbones plan to increase their shares by 8.3-11.5 million yuan
Beijing Sinohytec Co.Ltd(688339) ( Beijing Sinohytec Co.Ltd(688339) ) on February 28, it was announced that the controlling shareholder, some directors, supervisors, senior executives and business and technical backbones planned to increase their holdings of A-Shares of the company with a total amount of no less than 8.3 million yuan and no more than 11.5 million yuan.
Nanya New Material Technology Co.Ltd(688519) : strategic cooperation agreement signed with Aoshikang Technology Co.Ltd(002913)
Nanya New Material Technology Co.Ltd(688519) ( Nanya New Material Technology Co.Ltd(688519) ) it was announced on February 28 that the company and Aoshikang Technology Co.Ltd(002913) signed a strategic cooperation agreement recently. It is estimated that Aoshikang Technology Co.Ltd(002913) will purchase no less than 1 billion yuan from the company in 2022, and during the cooperation period, the annual planned purchase from the company will increase by no less than 30% compared with the previous year. The agreement is valid for three years. From March 1, 2022 to February 28, 2025.
Ginwa Enterprise (Group) Inc(600080) : signing cooperation framework agreement with western investment
Ginwa Enterprise (Group) Inc(600080) ( Ginwa Enterprise (Group) Inc(600080) ) announced on February 28 that the company and its related party western investment signed the cooperation framework agreement on supporting Ginwa Enterprise (Group) Inc(600080) to become bigger and stronger, mainly based on the company’s broad development prospects in the field of medicine, medical care and health and the expectation of good economic and social benefits, relying on their respective advantages and resources, focusing on the company’s pharmaceutical industry product R & D, pharmaceutical project investment Cooperation in mergers and acquisitions, financing and other fields.
Lihuayi Weiyuan Chemical Co.Ltd(600955) : sign the 20000 t / a high purity dimethyl carbonate Technology License Agreement
Lihuayi Weiyuan Chemical Co.Ltd(600955) ( Lihuayi Weiyuan Chemical Co.Ltd(600955) ) on February 28, it was announced that the company signed the 20000 t / a high purity dimethyl carbonate technology license agreement with Yubu Xingchan Co., Ltd., and Yubu licensed its technology to produce high purity dimethyl carbonate through dimethyl carbonate to the company to produce hpdmc; Hpdmc is mainly used in lithium battery electrolyte.
If the agreement is fulfilled in place, the company will increase high-purity dimethyl carbonate products and further enrich the company’s product structure, marking an important step towards the field of lithium battery electrolyte.
Ningbo Energy Group Co.Ltd(600982) : sign the letter of intent for investment and construction of Ningbo Fenghua pumped storage power station project of RMB 8 billion
Ningbo Energy Group Co.Ltd(600982) ( Ningbo Energy Group Co.Ltd(600982) ) announced on February 28 that the company signed the letter of intent for investment and construction of Ningbo Fenghua pumped storage power station project with the people’s Government of Fenghua District, Ningbo and Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) Group East China survey, design and Research Institute Co., Ltd. the installed capacity of the project is about 1.2 million kilowatts and the investment is estimated to be about 8 billion yuan.
Western Mining Co.Ltd(601168) : proposed transfer of 27% equity of lithium resources company held by the controlling shareholder
Western Mining Co.Ltd(601168) ( Western Mining Co.Ltd(601168) ) it was announced on February 28 that the company intends to acquire 27% equity of lithium resources company held by the controlling shareholder West Mining Group, actively participate in the development of lithium resources and intervene in the lithium battery new material industry. The transaction price is 3.343 billion yuan. Lithium resources company and its holding subsidiaries have more than 50 patented technologies related to the production of lithium carbonate. It is a high-tech enterprise producing battery grade lithium carbonate. It is one of the few lithium battery new material manufacturers in China that break through the lithium extraction technology of Salt Lake and realize large-scale and industrialized production. It has built and operated a battery grade lithium carbonate production line with an annual output of 20000 tons.
Fujian Yongfu Power Engineering Co.Ltd(300712) : joint bid for Pingtan offshore wind farm EPC project
Fujian Yongfu Power Engineering Co.Ltd(300712) ( Fujian Yongfu Power Engineering Co.Ltd(300712) ) it was announced on February 28 that the consortium formed by the company, Fujian Electric Power Institute and China Railway Bridge Bureau won the bid for the EPC project of Pingtan offshore wind farm, with a bid winning amount of 699 million yuan (including tax), of which 433 million yuan (including tax) belongs to the company, accounting for about 69.07% of the company’s audited general contracting business revenue in 2020.
Mianyang Fulin Precision Co.Ltd(300432) : it is proposed to invest in the construction of new high-pressure solid lithium iron phosphate cathode materials with an annual output of 200000 tons
Mianyang Fulin Precision Co.Ltd(300432) ( Mianyang Fulin Precision Co.Ltd(300432) ) it was announced on February 28 that Jiangxi Shenghua, a subsidiary of the company, and the Management Committee of Yichun Economic Development Zone reached a cooperation framework agreement through friendly negotiation. According to the cooperation framework agreement, Jiangxi sublimation invested 200000 tons of new high-voltage solid lithium iron phosphate cathode materials and supporting main materials integration project, R & D center and science and technology platform in Yichun economic and Technological Development Zone, with an estimated total investment of about 5 billion yuan; Promote the comprehensive development and utilization of lithium resources, including but not limited to lithium mine development projects, lithium salt production capacity construction projects, lithium battery recycling projects, etc.
