Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors' reference
The three major A-share indexes ended lower: the gem fell 1.55% and pharmaceutical stocks rose sharply against the market
On March 4, the three major A-share indexes fluctuated weakly. As of the closing, the Shanghai index fell 0.96%, the Shenzhen composite index fell 1.37% and the gem index fell 1.55%. On the disk, the concepts of pharmaceutical business and assisted reproduction rose sharply against the market, with cloud games, chemical pharmacy, education and other sectors leading the increase; The oil sector fell sharply, with port shipping, natural gas, diamond cultivation, architectural decoration and other sectors leading the decline. Stocks fell more or rose less, and more than 3500 stocks floated green.
The three child concept staged the rise and fall of the limit tide, and the institutions favored these three directions most
Many of the sectors pulled up by changes in today's session are related to the two sessions. In the morning, the sectors of three children, pension and education rose sharply, and the concept of Yuan universe rose in the afternoon. Meanwhile, the pharmaceutical business sector was strong all day. In terms of decline, the oil and gas, gas, ports and other sectors that rose sharply yesterday led the decline today. The collective tide of short-term high-end stocks ebbed, and more than 20 stocks in the two cities fell by the limit or more than 10%.
The track stock misfire gem index fell nearly 4% in a week! Global attention to nuclear power plants in Ukraine
From the disk view, coal, agriculture and consumption sectors led the rise. The metal, energy equipment, port shipping, oil and gas and other sectors that had risen sharply due to the geographical situation fell, and the covid-19 drug concept also weakened in the afternoon. Safe haven assets fell, led by oil exploitation and service sectors, while natural gas, base metals, precious metals, port and shipping sectors fell one after another. Among individual stocks, Landocean Energy Services Co.Ltd(300157) fell by more than 13%, Tong Petrotech Corp(300164) fell by more than 12%, Ningbo Fubang Jingye Group Co.Ltd(600768) fell by the limit, Hangzhou Zhongtai Cryogenic Technology Corporation(300435) , Nanjing Port Co.Ltd(002040) fell by more than 7%, and Western Region Gold Co.Ltd(601069) fell by more than 6%.
Dragon and tiger list: 90 million rush to raise Meisheng Cultural & Creative Corp.Ltd(002699) foreign capital net buy 1 share, institutions net buy 6 shares
On March 4, among the stocks on the list, the largest net capital inflow was Meisheng Cultural & Creative Corp.Ltd(002699) , which was 899979 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 13.11% throughout the day. The net inflow of funds into Huaxin Shanghai Branch, which ranks first, net purchases of 510865 million yuan. A total of 21 shares were involved in the institutional participation in the dragon and tiger list, of which 6 shares were net bought by the institution, Shanghai Jinqiao Export Processing Zone Development Co.Ltd(600639) was the most bought, with a net purchase of 344301 million yuan in three days. In addition, 15 shares were net sold by institutions, and Thunder Software Technology Co.Ltd(300496) was sold the most, amounting to 245 million yuan.
Resumption of trading of 62 stocks up limit: Fujian Snowman Co.Ltd(002639) broken board 6 Shaanxi International Trust Co.Ltd(000563) board Ningbo Energy Group Co.Ltd(600982) Juyin
Today (March 4), the three major indexes fell. The gem index was negative for four consecutive days, with a turnover of 1006.3 billion, a decrease of 3.8 billion compared with the previous trading day. On the disk, pharmaceutical commerce, assisted reproduction, virtual digital human, education, three child concept and other sectors led the increase, while oil and gas exploitation, natural gas, industrial metals, underground pipe network and other sectors led the decline. Today, a total of 62 shares rose by the daily limit, 29 shares less than the 91 share limit of the previous trading day. Among the Shenwan level industries, agriculture, forestry, animal husbandry and fishery and beauty care led the rise in the two cities.
Gem refers to the daily line of four consecutive negative Shenzhen Hopewind Electric Co.Ltd(603063) , China Yangtze Power Co.Ltd(600900) and other six shares, with intraday share prices reaching a record high
On March 4, the Shanghai stock index closed at 344765 points, down 0.96%; Shenzhen composite index closed at 1302046 points, down 1.37%; The gem index closed at 274864 points, down 1.55%. According to the data of China stock market news choice, the intraday share prices of six stocks hit an all-time high today, including Shenzhen Hopewind Electric Co.Ltd(603063) , China Yangtze Power Co.Ltd(600900) , etc. Data show that the intraday share prices of 23 stocks hit a record low today, including Anker Innovations Technology Co.Ltd(300866) and so on
blockbuster news
Nine departments: implement "science and technology aid youth" to build a world-class Salt Lake Industrial Base
The Ministry of science and technology and other nine departments issued the notice on the implementation plan of scientific and technological cooperation between the East and the West during the 14th five year plan, which proposed to build a world-class Salt Lake industrial base. We will deepen cooperation with provinces and cities in the development of lithium and potassium based industries in Qinghai and Tianjin, improve the technological innovation of salt lakes in Shandong and Chongqing, and promote the development of high-value salt lakes and potassium based industries in collaboration with provinces and cities in Chongqing, Accelerate the development of Haixi Salt Lake chemical industry characteristic circular economy innovative industrial clusters and enhance the competitiveness of salt lake industry.
Central bank: promoting the virtuous circle and healthy development of real estate industry
On March 1, the people's Bank of China held a video conference on financial market work in 2022. The meeting stressed that we should adhere to the positioning that houses are used for living rather than speculation, steadily implement the prudent management system of real estate finance, increase financial support for Housing leasing, and implement policies to promote the virtuous cycle and healthy development of the real estate industry. We should continue to promote and improve the system of financial support for scientific and technological innovation and improve the ability of financial institutions to serve the manufacturing industry. We should correctly understand and grasp the carbon peak and carbon neutralization, promote carbon emission reduction support tools and special refinancing for clean and efficient utilization of coal, and achieve tangible results.
Rare earth office interviewed key enterprises on the price of rare earth products
On March 3, the rare earth office interviewed China rare earth group, China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) group, Shenghe Resources Holding Co.Ltd(600392) company and other key rare earth enterprises. The meeting required that relevant enterprises should earnestly enhance their awareness of the overall situation and responsibility, correctly grasp the current and long-term, upstream and downstream relations, and ensure the safety and stability of the industrial chain and supply chain; We should strengthen industry self-discipline, further standardize the production and operation, product trading and trade circulation of enterprises, and shall not participate in market speculation and hoarding.
The regulators have paid close attention to the transaction risks of public offering REITs and taken measures
The regulators have paid close attention to the transaction risk of public offering REITs and taken a series of measures to stabilize the price of REITs and guide rational investment through relevant means while making good market risk tips. According to REITs fund managers, the current regulation has required managers to pay full attention to external transactions and public opinion information, in view of large price fluctuations and external market rumors to be clarified.
Tangshan launched a new policy for provident fund loans: the proportion of down payment for the second set of funds decreased from 60% to 30%
Today, Tangshan housing provident fund management center announced that the minimum down payment ratio for employees who buy a second self occupied house will be adjusted from no less than 60% to no less than 30%. This adjustment will be implemented from March 15, 2022.
Ningbo liberalizes three sets of housing loans? Many intermediaries and banks: they have not received the documents and have not been released at present
Today, it is reported that Ningbo will relax the housing loan recognition policy. However, the financial Associated Press reporter learned from a number of banks and intermediaries that the relevant policy documents have not been received, and the loan for three suites has not been liberalized at present.
When buyers buy the second house, if there is no loan for the first house, the proportion of down payment is still 40%, which is higher than the proportion of down payment of 30% for the first house. According to the documents circulated in the market today, it is planned to "liberalize loans for more than three sets of housing"; Comprehensively "recognize the loan but not the house", "as long as the house loan is repaid, it is the first set", "implement the first set of first loan policy", etc.
Nine departments including the Ministry of science and technology: build a clean energy innovation highland in Central Yunnan and support Yunnan to build a "photovoltaic capital of the world"
The Ministry of science and technology and other nine departments issued the implementation plan for scientific and technological cooperation between the East and the West in the 14th five year plan, which pointed out that building a clean energy innovation highland in Central Yunnan. Support Kunming, Yuxi, Chuxiong and other national high-tech zones in Yunnan Province to jointly build with Beijing Centergate Technologies (Holding) Co.Ltd(000931) , Zhangjiang and Shenzhen and other national high-tech zones, deepen research cooperation in clean energy fields such as "water wind light" multi energy complementarity, energy storage and smart energy, tackle key technical problems in rare and precious metals, green aluminum and silicon and other industries, and build a cluster area for innovation and development of characteristic industries, Support Yunnan to build a "photovoltaic capital of the world"
hot spot stocks
The protagonist of the meta universe broke through the circle! Full sorting of virtual digital human industrial chain targets
Anxin Securities said that in China, the strongest certainty of metauniverse in 2022 is the virtual digital man and NFT, which are located in the two sectors of "content and scene, collaborators" that China is good at. In the era of mobile Internet, content is divided into two parts from the perspective of realization - content works and realized content. Virtual digital people serve both content works and realized content; NFT is a mechanism for revaluation of digital assets.
Shanghai Kaikai Industry Company Limited(600272) , 6 Shaanxi International Trust Co.Ltd(000563) connecting sector A-share "medicine" cannot be stopped! Looking for the target of industrial chain from bottom to top
Huaan Securities Co.Ltd(600909) mentioned that considering the background of the pharmaceutical industry, on the one hand, the uncertainty caused by the continuous implementation of the centralized procurement policy this year (centralized procurement of consumables, national procurement, alliance procurement, etc.), on the other hand, the short-term pharmaceutical industry sector has not seen clear favorable policies / changes, and there is no upward momentum in the short term. It is advisable to look at the quantity of scenery. The valuation of many pharmaceutical companies has reached a very reasonable range. The uncertainty of changes brought by policies makes many investors unable to start. We suggest the direction configuration of this year: Traditional Chinese medicine (policy friendly + undervalued value) + medical equipment (medical infrastructure) + scientific research reagents and upstream + other directions to find the target from bottom to top.
Theme strategy of eight securities companies: the market seriously underestimates the toughness of coal demand! What are the targets of being killed by mistake?
Cinda Securities said that the current market seriously underestimates the toughness, elasticity and sustainability of coal demand, and the production capacity cycle is down, the supply elasticity converges, and the prosperity and sustainability of the industry are expected to exceed expectations, while the sector valuation is far from reflected. Undervaluation, high performance certainty and considerable dividend income make the coal sector "both offensive and defensive", and the systematic revaluation market has just begun
selected announcements of listed companies
Shandong Jinjing Science And Technology Stock Co.Ltd(600586) : products of photovoltaic glass production line of the subsidiary are offline
Shandong Jinjing Science And Technology Stock Co.Ltd(600586) ( Shandong Jinjing Science And Technology Stock Co.Ltd(600586) ) on March 4, it was announced that the 500t / D thin-film photovoltaic module backplane glass production line invested and constructed by Shandong Jinjing Science And Technology Stock Co.Ltd(600586) Malaysia Co., Ltd., a wholly-owned subsidiary of the company, had started trial production on March 4, 2022, and the products were successfully offline.
Shandong Jinjing Science And Technology Stock Co.Ltd(600586) : products of photovoltaic glass production line of the subsidiary are offline
Shandong Jinjing Science And Technology Stock Co.Ltd(600586) ( Shandong Jinjing Science And Technology Stock Co.Ltd(600586) ) on March 4, it was announced that the 500t / D thin-film photovoltaic module backplane glass production line invested and constructed by Shandong Jinjing Science And Technology Stock Co.Ltd(600586) Malaysia Co., Ltd., a wholly-owned subsidiary of the company, had started trial production on March 4, 2022, and the products were successfully offline.
Wuhan Guide Infrared Co.Ltd(002414) : it is proposed to invest 1.32 billion yuan to build a high-end equipment intelligent manufacturing base
Wuhan Guide Infrared Co.Ltd(002414) ( Wuhan Guide Infrared Co.Ltd(002414) ) it was announced on March 4 that the company signed a project cooperation agreement with the Management Committee of Wuhan East Lake New Technology Development Zone. Taking gaodeguang Chuang, a wholly-owned subsidiary of the company, as the main body of the project, the company invested about 1.32 billion yuan in Wuhan East Lake comprehensive free trade zone to build a high-end equipment intelligent manufacturing base, which is planned to be completed and put into operation within three years.
Jinyuan Ep Co.Ltd(000546) : the subsidiary and Lishang technology signed the cooperation agreement on expanded test of Salt Lake mine project
Jinyuan Ep Co.Ltd(000546) ( Jinyuan Ep Co.Ltd(000546) ) on March 4, it was announced that the subsidiary Geji lithium industry and Lishang technology signed the cooperation agreement on expanded test of 8000cuo Salt Lake mine project. Both parties agreed that for the development of the project, Lishang technology will supply Geji lithium with electrochemical deintercalation lithium rich liquid production line equipment with an annual output of 2000 tons of lithium carbonate equivalent, provide corresponding technical services and relevant matters, and carry out the expanded production test and verification of electrochemical process technology in the project.
Liaoning Sg Automotive Group Co.Ltd(600303) : the subsidiary signed a new energy bus vehicle purchase contract of 107 million yuan
Liaoning Sg Automotive Group Co.Ltd(600303) ( Liaoning Sg Automotive Group Co.Ltd(600303) ) it was announced on March 4 that Dandong Huanghai automobile company, the holding subsidiary of the company, recently won the bid in the procurement project of 100 10.5m class pure electric air-conditioned buses and 23 11m class tourism pure electric air-conditioned buses of Dandong public transport company, and signed the vehicle purchase contract with Dandong public transport company for 100 and 23 pure electric air-conditioned buses, The total contract amount is 107 million yuan.
Xin Hee Co.Ltd(003016) : proposed repurchase of 5-10 million shares
Xin Hee Co.Ltd(003016) ( Xin Hee Co.Ltd(003016) ) on March 4, it was announced that the company planned to use its own funds to repurchase some shares of the company in the form of centralized bidding transaction. The number of shares repurchased this time ranges from 5 million shares to 10 million shares, and the repurchase price shall not exceed 14.80 yuan / share.
Guangdong Rongtai Industry Co.Ltd(600589) : shareholder Gao Dapeng plans to increase his shareholding by 1.5% - 3%
Guangdong Rongtai Industry Co.Ltd(600589) ( Guangdong Rongtai Industry Co.Ltd(600589) ) on March 4, it was announced that the company received a notice from Gao Dapeng, a shareholder holding more than 5%, that Gao Dapeng planned to increase the proportion of shares of the company with his own funds or self raised funds by no less than 1.5% and no more than 3%. There is no price range set in this shareholding increase plan.
