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 3300 and the gem sold a net 8.7 billion yuan of funds to the north
On March 8, the stock indexes of the two cities continued to fall sharply, and the Shanghai index, Shenzhen Composite Index and gem index all hit new lows in the year. As of the close, the Shanghai index fell 2.35% to 3300 points, the Shenzhen composite index fell 2.62%, and the gem index fell 1.80%. The daily line was negative for six consecutive days. In terms of sectors, all sectors generally fell, with seed industry, lithium mine, assisted reproduction, covid-19 medicine and baby child concept all falling by more than 6%; Medicine, aviation and coal all fell sharply.
The three major A-share indexes all hit new lows during the year, and the strong gold stocks in the East and West calculation sector continued to rise throughout the day
In the atmosphere of general decline in global stock markets, on March 8, the A-share market also showed weakness, and the three major indexes hit a new low in the year; The total turnover of the two cities was 1109.9 billion yuan, breaking 1 trillion yuan for the fourth consecutive trading day. On the disk, only the East West calculation, precious metals and Semiconductor Manufacturing International Corporation(688981) concept rose, while the rest fell, with covid-19 treatment leading the decline and Nanjing Hicin Pharmaceutical Co.Ltd(300584) limit; Assisted reproduction, pharmaceutical business, transgenic, three child concept and other sectors led the decline.
Heavy! At the critical moment of A-share, one hundred billion “public offering brother” Zhang Kun enlarged his move!
At this critical moment, a piece of news aroused the excitement of the industry, and “top flow fund manager” Zhang Kun made a “big move”. E fund announced on March 8 that the two funds, e fund blue chip selection fund and e fund high-quality selection fund managed by Zhang Kun, have adjusted the restrictions on large amount subscription and large amount conversion into business in all sales institutions since March 9, from the previous 10000 yuan to 50000 yuan.
Dragon and tiger list: RMB 286 million rush to raise Elion Clean Energy Company Limited(600277) foreign capital net buys 3 shares and institutions net buys 9 shares
On March 8, Elion Clean Energy Company Limited(600277) , with a net inflow of 286 million yuan in the three days, was the largest net inflow among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, up 11.21% in the past three days. The top net inflow of funds was Yuanshen road in Eastern Shanghai, which bought 188 million yuan on the third day. A total of 22 stocks were involved in the institutional participation in the dragon and tiger list, of which 9 were net bought by the institution, and Andon Health Co.Ltd(002432) was the most bought, amounting to 119 million yuan. In addition, 13 shares were net sold by institutions, and Ningbo Ronbay New Energy Technology Co.Ltd(688005) was sold the most, amounting to 415 million yuan.
Resumption of trading of 25 stocks up limit: Pengxin International Mining Co.Ltd(600490) 2 board Black Peony (Group) Co.Ltd(600510) fried board Qingdao Zhongzi Zhongcheng Group Co.Ltd(300208) rose 18%
Today (March 8), the market continued to decline, and the three major indexes hit a new low in the year. The turnover of Shanghai and Shenzhen stock markets was 1109.9 billion, up from 95.3 billion on the previous trading day. On the disk, only the three sectors of counting from the east to the west, precious metals and Semiconductor Manufacturing International Corporation(688981) concept rose, while covid-19 treatment, assisted reproduction, traditional Chinese medicine, planting and forestry, lithium extraction from Salt Lake and other sectors led the decline. A total of 25 shares rose today, down 41 shares from 66 shares in the previous trading day. Among the Shenwan level industries, there was no sector, and the food and beverage and power equipment sectors had the smallest decline.
The Shanghai stock index fell 2.35% to a new low in the year, and 9 stocks including Yuehai feed and Yimikang Tech.Group.Co.Ltd(300249) reached a record high
On March 8, the Shanghai stock index closed at 329353 points, down 2.35%; Shenzhen composite index closed at 1224450 points, down 2.62%; The gem index closed at 258299 points, down 1.80%. According to the data of China stock market news choice, the intraday share prices of nine stocks hit an all-time high today, including Yuehai feed, Yimikang Tech.Group.Co.Ltd(300249) , etc. According to the data, the intraday share prices of 203 stocks hit a record low today, including Eastern Pioneer Driving School Co.Ltd(603377) and so on
blockbuster news
Central bank: turn over the balance profit of more than 1 trillion yuan to the central government, and strive to stabilize the macro-economic market
In accordance with the spirit of the central economic work conference and the deployment of the government work report, in order to enhance the available financial resources, the people’s Bank of China turned over the balance profits to the central finance according to law this year, with a total amount of more than 1 trillion yuan, which is mainly used to offset tax rebates and increase transfer payments to local governments, support enterprise relief, stabilize employment and ensure people’s livelihood.
Central bank: the growth of China’s macro leverage ratio is generally stable
As the warning line of medium-term economic cycle changes, the macro leverage ratio remains basically stable at present, which can reflect the gradual convergence of China’s financial risks and provide policy space for increasing cross cycle regulation in the future. The leverage ratio was 272.5% in 2021, returning to a basically stable track. It is expected that the growth rate will remain basically stable in 2022, creating policy space for the financial system to continue to increase its support for the real economy in the future.
Exchange of the previous period: adjust the transaction fees of contracts related to nickel futures and other varieties
After study, it is decided that from the trading on March 10, 2022 (i.e. the late night trading on March 9): the handling fee for closing the current position of nickel futures ni2204, ni2205, ni2206, ni2207, ni2208 and ni2209 within the contract day will be adjusted to 60 yuan / hand. Tin futures sn2204, sn2205, sn2206, sn2207 contract day closing trading fees adjusted to 60 yuan / hand.
Cui Dongshu of the passenger Association: the sharp rise in nickel has little impact on car sales, and the battery cost of car enterprises is under pressure
Cui Dongshu said that automobile exports are facing uncertainty risks. Chinese automobile enterprises have a large export volume in Russia and other regions, which has a great impact. The impact of regional conflicts on the operation of China EU trains also needs to be deeply evaluated. At the same time, automotive raw materials, such as chips, are mainly from Southeast Asia, and the supply is less affected by the conflict. However, automotive enterprises are still facing the problem of rising prices of raw materials and huge cost pressure.
Passenger Federation: 272000 new energy passenger vehicles were retailed in February, up 180.5% year-on-year
According to the data of the passenger Federation, the retail sales of new energy passenger vehicles in the market reached 272000 in February 2022, with a year-on-year increase of 180.5% and a month on month decrease of 22.6%, which is less than that in previous years. In February, the retail sales volume of new energy passenger vehicles reached 272000, with a year-on-year increase of 180.5% and a month on month decrease of 22.6%. The month on month decrease is smaller than the trend in February over the years.
What is the signal for more than 20 equity funds to relax large subscription in recent months?
Today, another star fund manager joined the queue of liberalizing large subscription. According to the latest announcement of HSBC Jinxin fund, the purchase restriction of HSBC Jinxin intelligent manufacturing pioneer and core growth fund managed by star fund manager Lu Bin was relaxed by 10 times. Many people in the fund industry believe that the relaxation of large subscription of the fund is to supplement ammunition, which is conducive to the layout against the trend and smooth the impact of redemption on performance to a certain extent; In addition, we also hope to weaken the short-term impact of the market, be optimistic about the medium and long-term trend of a shares, and guide the rational investment of basic people.
LME may consider taking additional measures and actively plan the reopening of nickel trading
LME announced that following the further unprecedented rise in the three-month nickel price, the London Metal Exchange decided to suspend trading at least today (March 8). What additional measures will LME clearing house consider to take? If any, these measures will be based on the perspective of risk management. Other LME contracts will continue to trade normally, but will be closely watched. Next, LME will actively plan the reopening of the nickel market and announce the mechanism to the market as soon as possible
hot spot stocks
What signal? Institutions frequently investigate pork stocks and smell opportunities? The company has been investigated by nearly 300 institutions
Recently, the collection and storage of the first batch of central frozen pork reserves in 2022 has been completed, and the collection and storage of the second batch of central frozen pork reserves in the year will also be started. The analysis shows that the first pork purchase and storage period in 2022 is in the off-season of pork consumption. The price of live pigs is high, and the collection and storage is only tens of thousands of tons, which is slightly compared with the monthly output of pork. It is expected to boost the price of pigs in the short term, but the impact on the market is expected to be relatively limited. However, from the current time node, the market value of some high-quality pig breeding stocks has fallen to a historically low level, and the configuration window has been gradually opened.
Semiconductor sector outshines others! “Counting in the East and counting in the west” welcomes the favorable layout of three main lines
China Galaxy Securities Co.Ltd(601881) Securities said that it should grasp the main line of digital economy investment. In the near future, it is suggested to focus on the following main lines, leading companies upstream and downstream of cloud computing track; Medium and long term layout of energy it; “Pan security” includes high-quality leading companies of Xinchuang, network security and industrial software.
Maotai sector guard, Chinalin Securities Co.Ltd(002945) change! What signal? “Demon nickel” is rampant Pengxin International Mining Co.Ltd(600490) went crazy
BOC International securities mentioned that the deepening reform of the capital market continued to advance, the undervalued value was more firm and bullish on securities companies. The recent decline of securities companies is mainly affected by overseas tightening expectations, the instability of the international situation, and the cooling of the A-share market and public fund market. Despite the emotional fluctuations caused by changes in the external environment, the continued deepening reform of the capital market is good for securities companies in the long run.
The theme strategy of the eight securities companies: “March 8th” Festival is coming! What are the concepts of “her economy”? Full sorting of industrial chain targets
Orient Securities Company Limited(600958) said that in the whole year of 2022, we are still optimistic about the two deterministic tracks of high prosperity sportswear and beauty (cosmetics and medical beauty). Among them, the sportswear sector recommends Li Ning, Anta sports, Huali Industrial Group Company Limited(300979) and Shenzhou International, and it is suggested to pay attention to Tebu international. The beauty sector is optimistic about Proya Cosmetics Co.Ltd(603605) , Yunnan Botanee Bio-Technology Group Co.Ltd(300957) ; It is suggested to pay attention to Shanghai Jahwa United Co.Ltd(600315) , Bloomage Biotechnology Corporation Limited(688363) and Imeik Technology Development Co.Ltd(300896) . The traditional clothing section recommends Zhejiang Weixing Industrial Development Co.Ltd(002003) , Bosideng, Zhejiang Natural Outdoor Goods Inc(605080) , Luolai Lifestyle Technology Co.Ltd(002293) , Zhejiang Semir Garment Co.Ltd(002563) , etc. In addition, it is suggested to pay attention to Baoxiniao Holding Co.Ltd(002154) , Biem.L.Fdlkk Garment Co.Ltd(002832) , etc
selected announcements of listed companies
Hangzhou Mdk Opto Electronic Corporation Limited(688079) : it is proposed to increase the capital of the subsidiary by 200 million yuan for the optical optoelectronic components project
Hangzhou Mdk Opto Electronic Corporation Limited(688079) ( Hangzhou Mdk Opto Electronic Corporation Limited(688079) ) it was announced on March 8 that the company plans to use the raised capital of 200 million yuan to increase capital to Hangzhou Mdk Opto Electronic Corporation Limited(688079) optical semiconductor, a wholly-owned subsidiary, for the construction of optical optoelectronic components production base. After the capital increase, the registered capital of Hangzhou Mdk Opto Electronic Corporation Limited(688079) optical semiconductor increased from 708 million yuan to 908 million yuan, and the company still holds 100% equity of Hangzhou Mdk Opto Electronic Corporation Limited(688079) optical semiconductor.
Sunresin New Materials Co.Ltd Xi’An(300487) : sign the supply and installation contract of RMB 114 million lithium carbonate adsorption equipment
Sunresin New Materials Co.Ltd Xi’An(300487) ( Sunresin New Materials Co.Ltd Xi’An(300487) ) announced the signing of the daily operation contract for lithium extraction from Salt Lake on March 8: the company and Suntar Environmental Technology Co.Ltd(688101) signed the contract for supply and installation of 5000 ton battery grade lithium carbonate adsorption equipment of jinkunlun Lithium Industry Co., Ltd., with a contract amount of 114 million yuan, accounting for about 12.36% of the company’s total operating revenue in 2020.
Qingdao Gaoce Technology Co.Ltd(688556) : sign the sales contract of photovoltaic cutting equipment of RMB 222 million
The contract with Jingao Photovoltaic Technology Co., Ltd. for the purchase and sale of photovoltaic equipment was announced on March 22, with an amount of RMB 8556 million. If the contract is successfully performed, it is expected to have a positive impact on the company’s operating performance in 2022.
Beijing Bdstar Navigation Co.Ltd(002151) : it is proposed to repurchase shares of RMB 150 million to RMB 200 million
Beijing Bdstar Navigation Co.Ltd(002151) ( Beijing Bdstar Navigation Co.Ltd(002151) ) on March 8, it was announced that the company planned to repurchase shares with 150 million yuan to 200 million yuan, and the repurchase price would not exceed 50 yuan / share. The repurchased shares would be used to implement the company’s employee stock ownership plan or equity incentive.
Zhejiang Chint Electrics Co.Ltd(601877) : it is proposed to repurchase shares of RMB 50 million to 100 million within the next three trading days
Zhejiang Chint Electrics Co.Ltd(601877) ( Zhejiang Chint Electrics Co.Ltd(601877) ) on March 8, the company disclosed the implementation plan of repurchasing the company’s shares. The company plans to repurchase the company’s shares in the form of centralized bidding transaction within the next three trading days (March 9 to March 11), with a total repurchase amount of no less than 50 million yuan (inclusive) and no more than 100 million yuan (inclusive).
Zhejiang Hangmin Co.Ltd(600987) : the controlling shareholder plans to increase the holding of 10-15 million shares
Zhejiang Hangmin Co.Ltd(600987) ( Zhejiang Hangmin Co.Ltd(600987) ) announced on March 8 that the controlling shareholder Hangmin group increased its holdings of 1 million shares of the company through the securities trading system of Shanghai Stock Exchange on March 8, and plans to increase its holdings of shares of the company. The increased holdings (including the increased holdings on March 8) shall not be less than 10 million shares and not more than 15 million shares.
Betta Pharmaceuticals Co.Ltd(300558) : shareholders intend to increase their holding of 6 Ping An Bank Co.Ltd(000001) million shares
Betta Pharmaceuticals Co.Ltd(300558) ( Betta Pharmaceuticals Co.Ltd(300558) ) on March 8, it was announced that the shareholder Ding Shizhe increased 544000 shares of the company by means of centralized bidding trading through contractual private placement fund on March 8. Ding Shizhe plans to increase the cumulative holdings of no less than Shanghai Pudong Development Bank Co.Ltd(600000) shares and no more than 1 million shares (including 544000 shares already increased) by means of centralized bidding trading through contractual private equity funds in six months, and there is no price range for the increase. Ding Shizhe is a direct relative of Ding lieming, the actual controller, chairman and CEO of the company.
Anhui Conch Cement Company Limited(600585) : 5 billion yuan will be invested this year to develop new energy businesses such as photovoltaic power stations and energy storage projects
Anhui Conch Cement Company Limited(600585) ( Anhui Conch Cement Company Limited(600585) ) announced on March 8 that in 2022, the company will invest 5 billion yuan to develop photovoltaic power stations, energy storage projects and other new energy businesses, so as to achieve full coverage of photovoltaic power generation in subordinate factories. It is expected that by the end of 2022, the installed capacity of photovoltaic power generation will reach 1GW and the annual power generation capacity will reach 1 billion kwh.
Jiangsu Sunshine Co.Ltd(600220) : it is proposed to establish Inner Mongolia Cheng’an new energy company with 2 billion yuan
Jiangsu Sunshine Co.Ltd(600220) ( Jiangsu Sunshine Co.Ltd(600220) ) it was announced on March 8 that the company plans to invest RMB 2 billion in cash to establish Inner Mongolia Cheng’an new energy Co., Ltd. its main business scope includes the research, production, processing and sales of semiconductor materials, monocrystalline silicon rods, monocrystalline silicon wafers, polycrystalline silicon rods, polycrystalline silicon wafers, Cecep Solar Energy Co.Ltd(000591) battery modules, etc. As of September 30, 2021, the monetary capital in the consolidated statements of the company is 420 million yuan. The amount involved in this investment is large. At present, the financing plan is not clear.
Qi An Xin Technology Group Inc(688561) : it is proposed to repurchase shares of RMB 150 million to RMB 300 million
Qi An Xin Technology Group Inc(688561) ( Qi An Xin Technology Group Inc(688561) ) announced on March 8 that it is planned to repurchase shares with 150300 million yuan, and the repurchase price shall not exceed 80 yuan / share. All the repurchased shares will be used for employee stock ownership plan or equity incentive at an appropriate time in the future.
Jingke energy: the total amount of photovoltaic module procurement project of Huadian Group is expected to be no less than 2.8 billion yuan
Jingke energy (688223) announced on March 8 that recently, China Huadian Group Co., Ltd. announced the bid winning candidate for the procurement of monocrystalline silicon photovoltaic modules in 2022. The company is its candidate for centralized procurement of 15gw modules. The total procurement volume won by the company is no less than 1.5gw, and the total contract amount is expected to be no less than 2.8 billion yuan. The type of bid winning modules is the tigerneo new product of the company’s n-type TOPCON technology.
