Today (November 29), the main contents of the daily of A-share listed companies are: Contemporary Amperex Technology Co.Limited(300750) intraday share price hit a new high; 80 billion lithium electric bull shares were questioned by partners; Gree quickly applied for trademarks such as "Pearl Yutong" and "Meng Yutong"; 20 billion payment companies received regulatory attention letters; Anhui Xinli Finance Co.Ltd(600318) intends to acquire BIC power, etc.
hot company trends:
covid-19 virus detection sector soared Contemporary Amperex Technology Co.Limited(300750) intraday share price hit a new high. Securities companies: A-share toughness highlights
On the morning of November 29, the covid-19 detection plate opened up sharply, and the lithium battery plate also rose; The intraday share price of Contemporary Amperex Technology Co.Limited(300750) reached a new high. The transaction volume of Kweichow Moutai Co.Ltd(600519) exceeded 5 billion yuan, and the share price approached 2000 yuan, a four-month high.
Many institutions said that benefiting from China's epidemic prevention and control policies, the impact of the new mutant on A-Shares is limited, but it will highlight the resilience of a shares. Citic Securities Company Limited(600030) believes that the short-term reduction of risk appetite may have a certain impact on the market, but it also provides opportunities for long-term allocation. As for the A-share market, the impact of new strains may be limited under the background of strong prevention and control in China, and the market sentiment is expected to repair quickly. From this perspective, the current correction undoubtedly provides better allocation opportunities, and the subsequent attraction of China's assets to overseas investors will also be enhanced.
Zheshang Securities Co.Ltd(601878) believes that December is still a long window as a whole. After the implementation of the third quarterly report, since November, with the launch of carbon emission reduction support tools and social finance exceeding expectations in October, the market's expectations for liquidity have been continuously improved. At the same time, the opening of the Beijing stock exchange has further boosted the preference for scientific and innovative style. Although the new covid-19 strain once again adds uncertainty to the global epidemic, the specific impact of a shares, combined with the previous delta interpretation, is expected to have a small impact, and the market is expected to digest it soon.
spontaneous combustion and explosion? 80 billion lithium electric bull stocks were questioned by partners. The latest response is
The sales of new energy vehicles are in full swing, and the safety of lithium batteries is becoming more and more prominent. It is reported that on November 28, Lin Feng, former general manager of oupeng technology, said at the "whistle on battery safety - explanation meeting on suspected storage quality defects of GuoXuan lithium battery" that the company used Gotion High-Tech Co.Ltd(002074) electric core raw materials, resulting in battery deflagration and spontaneous combustion accidents, resulting in great losses.
Subsequently, at the press conference, two women who claimed to represent Gotion High-Tech Co.Ltd(002074) suddenly broke out, revealing strong news such as "oupeng owed GuoXuan more than 30 million in loan", and clashed with the on-site staff.
fire! Dong Mingzhu's 22-year-old Secretary rose 900000 a week and Gree quickly applied for trademarks such as "Mingzhu Yutong" and "Meng Yutong"
Recently, Dong Mingzhu, a 22-year-old female secretary, became popular on the Internet. Subsequently, the young girl began to get involved in live broadcasting and carrying goods. In the tremor, a small number of fans, and GREE tiktok also opened a new action.
It is understood that Gree Electric Appliances Inc.Of Zhuhai(000651) recently applied for the registration of several trademarks of "Pearl Yutong", "Meng Yutong" and "Yutong". The international classification includes advertising sales, scientific instruments, convenience food, etc. the current trademark status is under application.
a reply soared by 18%! 20 billion payment companies received regulatory attention letter
A reply to investors' questions attracted a letter of concern from regulators. On November 26, the payment institution Lakala Payment Co.Ltd(300773) replied to investors on the interactive easy platform that the implementation of the new regulations of the central bank will further clarify that the personal collection code can not be used for operational collection and return the payment market to the essence of Quartet payment, which will greatly improve the market scale and share of the company. In addition, the company's share price rose 18.02% on the same day.
This reply has attracted regulatory attention. On the morning of November 29, Shenzhen Stock Exchange issued a letter of concern to Lakala Payment Co.Ltd(300773) , requiring the company to analyze the basis and rationality of the provisions listed in the notice that "will greatly enhance the company's market scale and share", and asked the company to verify whether the response to the interactive issues is cautious and objective and whether there is speculation in the stock price, Whether there is any violation of relevant provisions on information disclosure.
who leaked the news of the rise in the limit before the suspension? Anhui Xinli Finance Co.Ltd(600318) the performance loss of the target of the proposed acquisition of BIC power is difficult to prevent the share price from dancing
The transaction plan has not been disclosed, and the share price has risen by 40%. There are many doubts about the proposed reorganization and acquisition of Shenzhen BIC Power Battery Co., Ltd. Anhui Xinli Finance Co.Ltd(600318) (600318. SH). On November 28, Anhui Xinli Finance Co.Ltd(600318) announced that it had received the inquiry letter issued by the Shanghai Stock Exchange and needed to explain and make supplementary disclosure on whether to avoid restructuring and listing, the profitability of the target company, debt litigation, insider information and other issues. Previously, Anhui Xinli Finance Co.Ltd(600318) announced that it planned to place the financial business out of the listed company by means of major asset replacement and issuing shares to buy assets, buy 75.62% equity of BIC power and raise supporting funds. In fact, BIC power is no stranger in the capital market. Previously, BIC power detonated a "chain thunder" because it was defaulted by Zhongtai automobile, which made it difficult for BIC power to pay accounts payable to a number of listed companies.
In terms of performance, the person from the Securities Department of the company told reporters that the performance loss of BIC power is mainly affected by suppliers, and has improved significantly at present. In the inquiry letter, the Shanghai Stock Exchange also asked the company to explain the advantages and disadvantages of BIC power and its main competitors, and list and quantify the advantages and disadvantages of BIC power's products in research and mass production and similar comparable products in China's foreign markets in terms of core parameters and technical indicators.
66 shares have been net purchased by institutions in the past five days
Statistics show that among the dragon and tiger lists in the past five trading days, 106 stocks appeared in the figure of institutions, of which 66 stock presentation institutions bought net and 40 stock presentation institutions sold net. The top three institutions' net purchases in the past five days are Shanghai Baolong Automotive Corporation(603197) , Zhejiang Yongtai Technology Co .Ltd(002326) , Ja Solar Technology Co.Ltd(002459) .
At the same time, among the longhubang stocks that landed in Shanghai and Shenzhen in the past five trading days, the sales department net bought larger stocks, including Haili wind power, Hengdian Group Dmegc Magnetics Co.Ltd(002056) , Roshow Technoiogy Co.Ltd(002617) . Specifically, Haili wind power is the most favored stock of funds, with the net purchase amount of the business department reaching 485 million yuan, ranking first in the list.
31 shares were investigated by more than 20 institutions Ofilm Group Co.Ltd(002456) most concerned
Statistics show that in the past five trading days (November 22 to November 26), about 158 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 31 companies were investigated by more than 20 institutions. Ofilm Group Co.Ltd(002456) attracted the most attention, with 99 institutions participating in the research; Sieyuan Electric Co.Ltd(002028) was surveyed by 67 institutions and ranked second in the list. In terms of the number of institutional investigations, two companies were investigated by the institution four times, namely Changgao Electric Group Co.Ltd(002452) , Lizhong Sitong Light Alloys Group Co.Ltd(300428) .
35 shares received the highest institutional buy in rating Hundsun Technologies Inc(600570) and
Statistics show that during the period from November 26 to November 28, a total of 35 stocks were rated as institutional buy. Among them, Hundsun Technologies Inc(600570) has the highest attention and has won four institutional buy in rating records; Followed by Asymchem Laboratories (Tianjin) Co.Ltd(002821) and Zhuzhou Hongda Electronics Corp.Ltd(300726) , which have won three and two institutional buy rating records respectively. From the perspective of agency rating changes, among the agency buy rating records, 17 rating records are the first concern of the agency, involving Jcet Group Co.Ltd(600584) , Galaxycore Inc(688728) , Hangzhou Juheshun New Material Co.Ltd(605166) , satellite chemistry, Kidswant Children Products Co.Ltd(301078) and other stocks.
top institutions look forward to 2022: A-Shares with controllable global inflation will benefit from the policy "free ride"
Many international institutions recently released the global economic and market outlook for 2022. At present, the world's large asset management, wealth institutions and top investment banks are still quite optimistic about the economic growth in 2022. They believe that the global high inflation is basically controllable and prefer the growth potential of emerging markets compared with developed markets with high valuation.
Focusing on China, institutions generally believe that economic growth next year may be negatively affected by the real estate industry, but policies may pick up. Benefiting from the influx of foreign capital and the change of investor preferences, the valuation of A-share market is expected to improve, and it has been recommended by many institutions.
