Closing comprehensive review
a shares:
The three major A-share indexes fluctuated lower today. The gem index fell more than 1.5% and the daily line was negative for four consecutive days. As of the close, the Shanghai index fell 0.96%, the Shenzhen composite index fell 1.37% and the gem index fell 1.55%. On the disk, the concept of assisted reproduction rose sharply against the market, with pharmaceutical commerce, cloud games, chemical pharmacy, education and other sectors leading the rise; 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.
Bohai Securities pointed out that in the A-share market, the force of the steady growth policy will not only bring wide credit, but also help the recovery of enterprise vitality. Under the basic good expectation, the liquidity of A-Shares is also facing a gentle process. In addition, the two sessions are expected to continue the positive “steady growth” measures, which will further contribute to the continuation of the rebound in March. While being optimistic about the market, we should be more cautious. At present, external risks such as international conflicts and the Fed’s interest rate hike have not been completely eliminated, and these external uncertainties may still affect the development process of the market.
Hong Kong shares:
All three major indexes of Hong Kong stocks fell. As of the close, the Hang Seng Index fell 2.5%, the red chip index fell 1.33% and the state-owned enterprise index fell 2.7%. Internet technology stocks, automobile stocks, medicine and other sectors all fell, Baiji Shenzhou fell more than 15%, and minimally invasive medical fell 8.7%; Xiaopeng automobile fell 13.2%, and ideal automobile fell more than 10%; BiliBili fell 12.8%, JD fell 8.3%, Alibaba fell more than 5% and Tencent fell 3.7%.
Asia Pacific Stock Market:
The Nikkei 225 index fell 2.23% and South Korea’s Kospi index fell 1.22%.
shushuo A shares:
1. The turnover of the two cities is 1.01 trillion yuan.
2. The total net purchase of northbound funds was 458 million yuan, including 172 million yuan for Shanghai Stock connect and 286 million yuan for Shenzhen Stock connect. The transaction amount of northbound funds was 101016 billion yuan, accounting for 10.10% of the total transaction amount of a shares, and the trading activity increased by 12.90%.
3. The net outflow of main funds in the two cities was 7.963 billion yuan, with the net purchase amount of main funds obtained from medicine, biology, media and mining ranking first, and the net sales amount of main funds by chemical industry, computer and architectural decoration ranking first.
4. As of the latest closing on March 4, the share prices of two stocks in the two cities hit a record high. Among them, the net inflow of main funds in Zhejiang Ausun Pharmaceutical Co.Ltd(603229) , Shenzhen Hopewind Electric Co.Ltd(603063) and other five days is obvious.
Hot spot focus
1, the fifth session of the 13th National People’s Congress will open on the morning of March 5
The fifth session of the 13th National People’s Congress will open on the morning of March 5 and close on the morning of March 11. The duration of the session is six and a half days.
2. Ministry of industry and information technology: rare earth office interviewed key enterprises on the price of rare earth products
According to the Ministry of industry and information technology, in view of the continuous rise and high market prices of rare earth products, on March 3, the rare earth office interviewed key rare earth enterprises such as China rare earth group, China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) group, Shenghe Resources Holding Co.Ltd(600392) company and so on. 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; We should give full play to the leading role of demonstration, promote and improve the pricing mechanism of rare earth products, jointly guide product prices to return to rationality, and promote the sustainable and healthy development of rare earth industry.
3. SASAC: accelerate the construction of world-class enterprises and promote state-owned enterprises to create a source of original technology
On March 3, the Party committee of SASAC held a special meeting, which stressed the need to thoroughly implement the deployment requirements of the Central Commission for deep reform and accelerate the construction of a number of world-class enterprises with excellent products, outstanding brands, leading innovation and modern governance. We should further promote the full implementation of the “two consistent principles” in state-owned enterprises, unify the strengthening of the party’s leadership and the improvement of corporate governance, accelerate the improvement of the corporate governance mechanism with statutory rights and responsibilities, transparent rights and responsibilities, coordinated operation and effective checks and balances, vigorously promote the entrepreneurial spirit, constantly improve the level of operation and management and enhance the ability to resist risks, Strive to promote the modernization of enterprise management system and management ability.
4. The seventh batch of domestic blockchain information service filing number issued by the Internet information office
According to the regulations on the administration of blockchain information services, the state Internet Information Office organized the filing review in accordance with the law and regulations, and issued the names and filing numbers of 265 domestic blockchain information services in the seventh batch. The filing is only the registration of the information services related to the main blockchain, and does not represent the recognition of its institutions, products and services. No institution or individual shall be used for any commercial purpose. The network information department will follow up with relevant departments to supervise and inspect the filing subjects in accordance with the administrative provisions, and urge the non filing subjects to fulfill their filing obligations as soon as possible. Relevant institutions and individuals that have not yet completed the filing procedures should apply for filing as soon as possible.
Company news
1, Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) : the subsidiary plans to introduce strategic investors by capital increase
Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) ( Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) ) announced on March 4 that Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) (Zhenjiang) Electronic Materials Co., Ltd., a wholly-owned subsidiary of the company, plans to introduce the strategic investor Jinshi manufacturing transformation and upgrading new materials fund by means of capital increase, with a total capital increase of 280 million yuan; After investment, the new materials fund holds 40% of the Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) shares in Zhenjiang.
2, Jinyuan Ep Co.Ltd(000546) : the subsidiary signed the cooperation agreement on the expansion test of Salt Lake mine project with Lishang technology
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.
3, Zhongyin Babi Food Co.Ltd(605338) : it is proposed to build Wuhan intelligent manufacturing center project with 750 million yuan
Zhongyin Babi Food Co.Ltd(605338) ( Zhongyin Babi Food Co.Ltd(605338) ) announced on March 4 that the company plans to establish a project company and use its own or self raised funds to purchase the land use right of the land plot located in Dongxihu District of Wuhan for the investment and construction of “Wuhan intelligent manufacturing center project”. The investment amount of the project is expected to be 750 million yuan, and the wholly-owned subsidiary to be established is the implementation subject of the project.
4, Hubei Xingfa Chemicals Group Co.Ltd(600141) performance express: net profit in 2021 increased by 581.95% year on year
Hubei Xingfa Chemicals Group Co.Ltd(600141) ( Hubei Xingfa Chemicals Group Co.Ltd(600141) ) the performance express was disclosed on March 4. The company achieved a total operating revenue of 23.608 billion yuan in 2021, with a year-on-year increase of 28.88%; The net profit was 4.238 billion yuan, a year-on-year increase of 581.95%. The basic earnings per share is 3.79 yuan. During the reporting period, the chemical industry ushered in a boom cycle. The sales prices of the company’s main products such as silicone, glyphosate, dimethyl sulfoxide and yellow phosphorus increased significantly year-on-year, and the profitability was significantly enhanced. The company has made positive progress in the market development of electronic grade chemicals, among which the sales volume of electronic grade phosphoric acid, sulfuric acid, mixed solution and other high value-added products connected with semiconductor customers has increased significantly, and the business performance has increased significantly.
5, Lier Chemical Co.Ltd(002258) : the net profit in 2021 increased by 75.17% year-on-year, and it is proposed to transfer RMB 5 from 10 to 4
Lier Chemical Co.Ltd(002258) ( Lier Chemical Co.Ltd(002258) ) the annual report was disclosed on March 4. The company achieved an operating revenue of 6.494 billion yuan in 2021, an increase of 30.70% year-on-year; The net profit was 1.072 billion yuan, a year-on-year increase of 75.17%. The basic earnings per share is 2.04 yuan. 10.00 yuan (including 10.00 yuan in cash) will be paid to all shareholders for each additional share.
6, Soochow Securities Co.Ltd(601555) : net profit in 2021 increased by 40.1% year on year
Soochow Securities Co.Ltd(601555) ( Soochow Securities Co.Ltd(601555) ) disclosed the performance express on March 4, and achieved an operating revenue of 9.245 billion yuan in 2021, with a year-on-year increase of 25.68%; The net profit was 2.392 billion yuan, a year-on-year increase of 40.10%. The basic earnings per share is 0.59 yuan. During the reporting period, the company’s net brokerage fee income, net interest income, investment income and income from changes in fair value increased year-on-year; Meanwhile, the provision for credit impairment losses decreased year-on-year.
