Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors' reference
The Shanghai index fell by more than 2%, the gem index fell by more than 4%, and the net sale of funds to the North exceeded 8 billion yuan
On March 7, the stock indexes of the two cities opened low and went low, and individual stocks generally fell; The gem index fell more than 4%. As of the close, the Shanghai index fell 2.17%, the Shenzhen composite index fell 3.43% and the gem index fell 4.30%. In terms of sectors, most sectors fell, with tourism, wine making, semiconductors, etc. taking the lead. The concept of baby and child rose sharply against the market, and nearly 20 stocks rose by 10% or more; Covid-19 drugs, assisted reproduction and gold concept also rose against the market.
The index fell sharply, and the theme style was dominant! What direction should we pay attention to when the three child concept meets the limit tide again?
Today, the gem index and Shenzhen composite index both hit new lows during the year, and the gem index recorded the largest one-day decline since March 9 last year. On the sector, today's major sectors fell almost across the board, with only three children, education, real estate, medicine and other hot spots of the two sessions, as well as cyclical sectors such as precious metals and oil and gas rising against the trend. The hot spots of the two sessions were partially active, with three child concepts such as childcare services and assisted reproduction showing a rise in the limit, Everjoy Health Group Co.Ltd(002162) was promoted to four connected boards, Hubei Goto Biopharm Co.Ltd(300966) , Zhejiang Cayi Vacuum Container Co.Ltd(301004) , Kidswant Children Products Co.Ltd(301078) , Wuxi Hodgen Technology Co.Ltd(300279) up 20%.
Asia Pacific stock market fell sharply! "Ningwang" plummeted and lost more than Shanghai Pudong Development Bank Co.Ltd(600000) yuan per capita!
From the closing point of view, the market value of ningwang has shrunk by about 86 billion a day. Calculated by the number of shareholders at the end of the third quarter of last year, it is equivalent to a per capita loss of about 640000 a day. However, few stocks fell by the limit, and the "Maozu" and "Ning combination" took the lead in falling, dragging down the index. From the technical point of view, the Shanghai Composite Index has reached the key position again, which is at the position of the support line. There seems to be signs of breaking, but it needs to be further confirmed.
Dragon and tiger list: 150 million rush to raise Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) foreign capital net buy 6 shares, institutions net buy 4 shares
On March 7, Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) , with a net capital inflow of 150 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 3.64% throughout the day. The net inflow of funds into the top Shenzhen Stock connect seats was 705038 million yuan, and Huaxin Shanghai Branch was 426311 million yuan. A total of 22 shares were involved in the institutional participation in the dragon and tiger list, of which 4 shares were net bought by the institution, and Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) was bought the most, amounting to 376926 million yuan. In addition, 18 shares were net sold by institutions, and Rongsheng Petro Chemical Co.Ltd(002493) was sold the most, amounting to 458 million yuan.
Resumption of trading of 66 shares limited: Everjoy Health Group Co.Ltd(002162) , 6 Ccoop Group Co.Ltd(000564) board Hubei Goto Biopharm Co.Ltd(300966) 20cm board
Today (March 7), the three major indexes fell sharply, and the gem index and Shenzhen Component Index both hit new lows in the year. On the disk, the growth of care services, precious metals, covid-19 treatment, chemical fertilizer, education and other sectors led, while the decline of airport shipping, tourism, new energy vehicles and other sectors led. A total of 66 shares rose by the daily limit today, an increase of 4 shares compared with the daily limit of 62 shares on the previous trading day. In the Shenwan industry, comprehensive and architectural decoration led the rise of the two cities.
The gem recorded the largest one-day decline in nearly a year, and 12 stocks including Guangdong feed and Kidswant Children Products Co.Ltd(301078) reached a record high
On March 7, the Shanghai stock index closed at 337286 points, down 2.17%; Shenzhen composite index closed at 1257343 points, down 3.43%; The gem index closed at 263037 points, down 4.30%. According to the data of China stock market news choice, the intraday share prices of 12 stocks hit a record high today, including Yuehai feed, Kidswant Children Products Co.Ltd(301078) etc. Data show that today, the intraday share prices of 80 stocks hit a record low, including Shenzhen Colibri Technologies Co.Ltd(002957) and so on
blockbuster news
The decrease of foreign exchange reserves in February was $7.8 billion, which was mainly due to the decline of asset prices
According to the latest data released by the State Administration of foreign exchange on March 7, as of the end of February 2022, China's foreign exchange reserve balance was US $3213827 billion, a decrease of US $7.805 billion or 0.24% month on month in February. Wang Chunying, deputy director of the State Administration of foreign exchange and spokesman, explained that in February 2022, cross-border capital flows were stable and orderly, and the supply and demand in the domestic foreign exchange market were basically balanced.
Several securities companies continued to feed back: the number of two financial early warning accounts did not increase significantly throughout the day
A shares opened low and went low today, with large fluctuations. The two financial situations have attracted much attention. As of today's closing, a number of interviewed securities companies said that the current two financial early warning remained at a normal level. A person in charge of East China head Securities branch told reporters that from the perspective of the whole branch, there are only more than 10 accounts with a guarantee ratio of less than 135%, which is still in the normal range.
Zheng Xinjian, director of the fourth Supreme People's Procuratorate: illegal fund-raising with new concepts such as Yuan universe began to take the lead
During the two sessions this year, the 21st Century Business Herald reporter interviewed Zheng Xinjian, director of the fourth procuratorial Office of the Supreme People's Procuratorate, and talked about the characteristics of current financial crimes and relevant measures taken by procuratorial organs. Zheng Xinjian pointed out that the illegal and criminal situation in the financial field is still complex and severe. Criminal cases in the fields of online lending, private equity funds and housing for the elderly are still high and frequent. Illegal fund-raising under the new concepts of meta universe and NFT began to take the lead.
CPPCC members suggested abolishing the shared area of commercial housing: people can't see or touch it, but they bear high costs for it
On the morning of March 7, "it is suggested to cancel the shared area of commercial housing" was the first topic of microblog hot search, which aroused widespread concern. In the process of performing his duties, Hong Yang, a member of the CPPCC National Committee, found that "what area is shared and how much area is shared" is a fog, which can only be "opened up" by the developer, and the owner has no right to defend. Hong Yang strongly recommends that the state cancel the shared area! The actual shared area cost can be calculated into the practical area. Let Lbx Pharmacy Chain Joint Stock Company(603883) understand the payment and purchase with confidence. At the same time, it also resolves many contradictions and disputes between owners and developers and promotes social harmony.
To avoid loopholes in tax collection and management of wealthy immigrants, deputies to the National People's Congress proposed to levy a abandonment tax
Chen Jingying, deputy to the National People's Congress and counsellor of the Shanghai Municipal People's government, told first finance that in view of the current loopholes in China's tax collection and management for rich immigrants and the phenomenon that some rich immigrants still make money in China after tax evasion, it is suggested to amend the enterprise income tax law and the individual income tax law to pay taxes on abandoned immigrants Individual income tax collection and management and collection and management process should be improved.
Will the conflict between Russia and Ukraine affect China's economy? The national development and Reform Commission responded!
Lian Weiliang, deputy director of the national development and Reform Commission, said that the recent escalation of the conflict between Russia and Ukraine has had an impact on the global energy market, and the international crude oil and natural gas prices have further risen. Due to the high proportion of crude oil and natural gas in China, it will be affected, and the import cost will rise objectively.
But overall, the impact is controllable
hot spot stocks
A-share "drinking" doesn't work Wuliangye Yibin Co.Ltd(000858) , Maotai fell! Which directions deserve attention?
Guotai Junan Securities Co.Ltd(601211) pointed out that considering the current economic cycle environment outside China, we maintain the dumbbell strategy of low-risk and stable growth style of financial assets and high-risk preference of commodity assets. From the perspective of large categories of assets, it is suggested to maintain a relatively balanced allocation and pay attention to the support of China's stable growth style and overseas overheating environment for commodity assets; Under the pattern of inflation and geopolitical conflict, we also focus on the contribution of gold to the portfolio.
Leysen Jewelry Inc(603900) limit! Gold jewelry sector into a safe haven Guangzhou Pearl River Industrial Development Co.Ltd(600684) and other real estate stocks are also crazy!
Guosen Securities Co.Ltd(002736) pointed out that from the perspective of the industry, the recent policy warm wind is blowing frequently, and we think we should strengthen our confidence at this time: ① "stability" is the core demand, which should not be expected to be in place in one step, but the direction is more important. ② The short-term problem is a fact, but it has been digested by the market, not to mention the dawn. ③ The "golden combination" of improved sales boom and rational land market is expected to appear, the profit level of the industry will improve, high-quality real estate enterprises can also return to growth, and alpha resonates with beta.
Theme strategy of eight securities companies: breaking the "core assets" and "sector concept"! Combing the core targets of medicine from the perspective of industrial chain thinking
Huaan Securities Co.Ltd(600909) said that standing at the market point of fundamentals and capital structure, the uncertainty caused by the continuous implementation of centralized procurement policy this year (centralized procurement of consumables, national procurement, alliance procurement, etc.). In addition, the short-term pharmaceutical industry sector has not seen clear favorable policies / changes, and the valuations of many pharmaceutical companies have reached a very reasonable range, The uncertainty of policy changes makes many investors unable to start. At present, it is a reasonable range downstream of the valuation center of the history of medicine, and medicine has a strong investment value
selected announcements of listed companies
Anhui Zhongding Sealing Parts Co.Ltd(000887) : obtain the project fixed point book of air suspension system products
Anhui Zhongding Sealing Parts Co.Ltd(000887) ( Anhui Zhongding Sealing Parts Co.Ltd(000887) ) it was announced on March 7 that Anhui anmeike, a Chinese subsidiary of AMK, a subsidiary of the company, recently received a customer notice that the company has become a batch supplier of air supply unit assembly products of air suspension system of a new platform project of a head independent brand main engine factory in China. The life cycle of the project is 5 years, and the total life cycle is about 52 million yuan.
Bank Of Nanjing Co.Ltd(601009) : proposed to acquire the controlling equity of Suning consumer finance
Bank Of Nanjing Co.Ltd(601009) ( Bank Of Nanjing Co.Ltd(601009) ) announced on March 7 that the company plans to acquire a total of 41% equity held by other shareholders of Suning Consumer Finance Co., Ltd. (hereinafter referred to as "Suning consumer finance") through agreement transfer in the near future, so as to obtain the controlling right of Suning consumer finance. After the acquisition, the company's shareholding ratio of Suning Xiaojin increased from 15% to 56%, with a total investment of about 388 million yuan.
Konfoong Materials International Co.Ltd(300666) : there is strong demand in the semiconductor market, and the prices of some products have increased
Konfoong Materials International Co.Ltd(300666) ( Konfoong Materials International Co.Ltd(300666) ) said that the company has gradually laid out the field of upstream raw materials through the implementation of raised investment projects and other investment projects, and has realized the domestic substitution of some raw materials. The pricing of the company's target products is affected by the market, clients, raw materials and other factors. Whether to adjust the price depends on the company's development plan. At present, there is a strong demand in the semiconductor market, and the prices of some products of different customers of the company have been raised to varying degrees.
Longxing Chemical Stock Co.Ltd(002442) : proposed subsidiary to implement carbon based new materials circular economy industry project
Longxing Chemical Stock Co.Ltd(002442) ( Longxing Chemical Stock Co.Ltd(002442) ) announced on March 7 that the company plans to invest 50 million yuan to establish Shanxi Longxing new material technology development Co., Ltd. to invest in the construction of carbon based new material circular economy industry project in Lucheng economic and Technological Development Zone, Changzhi City, Shanxi Province, including the construction of carbon based new material research and development center, 400000 T / a high-purity nano carbon black production line, high-efficiency steam power generation device Advanced energy-saving and environmental protection facilities. The total investment of the project is planned to be 3.1 billion yuan, which is constructed in two phases. The total investment of phase I is expected to be 1.6 billion yuan.
Ja Solar Technology Co.Ltd(002459) : it is proposed to invest about 10 billion yuan in Qujing photovoltaic new energy base
Ja Solar Technology Co.Ltd(002459) ( Ja Solar Technology Co.Ltd(002459) ) announced on March 7 that Jingao , a wholly-owned subsidiary of the company, signed an investment framework agreement with Qujing municipal government and Qujing Economic and Technological Development Zone Management Committee. In the next six years, the company plans to invest in the development and construction of "green photovoltaic new energy base" in Qujing City, with a total investment of about 10 billion yuan, including a manufacturing base with a scale of no less than 10GW high-efficiency Cecep Solar Energy Co.Ltd(000591) batteries and 5GW modules and a new energy power station project. In addition, the CSRC approved the company's non-public offering of no more than 480 million new shares.
Tbea Co.Ltd(600089) : it is proposed to set up a Tibet company with 500 million yuan to explore the new energy market
Tbea Co.Ltd(600089) ( Tbea Co.Ltd(600089) ) on March 7, it was announced that the holding company new energy company and its wholly-owned subsidiary Hami energy company planned to jointly contribute to the establishment of Tibet company with a registered capital of 500 million yuan. The investment and establishment of the Tibet Company by the new energy company can obtain more scenery resources in Tibet, which is conducive to the long-term sustainable development of the company's new energy industry.
Jiangsu Azure Corporation(002245) : subsidiaries sign major orders for lithium battery business
Jiangsu Azure Corporation(002245) ( Jiangsu Azure Corporation(002245) ) announced on March 7 that Tianpeng power, a wholly-owned subsidiary of the company, received the order documents confirmed by Stanley Agriculture Group Co.Ltd(002588) Baide. Both parties confirmed that the supply volume of ternary cylindrical lithium batteries from 2022 to 2024 was 120 million, 240 million and 280 million respectively. Among them, for 2022, it can be increased to no more than 200 million with the consent of both parties. The above orders will play a positive role in the continuous improvement of the company's lithium battery business performance. The specific unit price will be determined by both parties through negotiation according to the fluctuation of raw materials and other actual conditions.
Xinfengming Group Co.Ltd(603225) : it is proposed to repurchase shares of RMB 150 million to 300 million
Xinfengming Group Co.Ltd(603225) ( Xinfengming Group Co.Ltd(603225) ) announced on March 7 that it planned to repurchase shares with 150300 million yuan, and the repurchase price would not exceed 18 yuan / share. The company plans to use all the repurchased shares for the employee stock ownership plan.
Beijing Strong Biotechnologies Inc(300406) : it is proposed to repurchase shares of RMB 50 million to RMB 100 million
Beijing Strong Biotechnologies Inc(300406) ( Beijing Strong Biotechnologies Inc(300406) ) on March 7, it was announced that the company planned to repurchase shares with 50 million yuan to 100 million yuan at a price of no more than 20 yuan / share, and the repurchased shares would be used for equity incentive or employee stock ownership plan.
Yutong Bus Co.Ltd(600066) : the controlling shareholders and their concerted actors intend to increase their shares by RMB 100 million to RMB 200 million
Yutong Bus Co.Ltd(600066) ( Yutong Bus Co.Ltd(600066) ) on March 7, it was announced that the controlling shareholder Yutong group and its persons acting in concert planned to increase their holdings of the company's shares by 100 million yuan to 200 million yuan. No price range is set for this increase.
Petpal Pet Nutrition Technology Co.Ltd(300673) : it is proposed to repurchase shares of RMB 70 million to RMB 100 million
Petpal Pet Nutrition Technology Co.Ltd(300673) ( Petpal Pet Nutrition Technology Co.Ltd(300673) ) it was announced on March 7 that the company plans to repurchase shares with 70 million yuan to 100 million yuan, and the repurchase price shall not exceed 26 yuan / share. The total number of repurchased shares to be used in the employee stock ownership plan or equity incentive plan is 3.7 million shares, and the other part is used to convert the corporate bonds issued by the company that can be converted into shares.
