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 staged a "deep V" trend, and the net sales of funds to the North exceeded 10 billion
The three major A-share indexes staged a "deep V" trend today. The Shanghai index once fell by more than 4% and closed down 1.13%; The Shenzhen Component Index fell more than 5% and closed down 1.12%, while the gem index fell more than 4% and closed down 0.63%. On the disk, the shock of green power concept stocks strengthened, three child related concept stocks continued to fall, the concept of counting East and West was active against the market, and several stocks rose by more than 10%.
A shares staged a hundred point counterattack, and nearly 3600 stocks still fell by 100 billion. Mining giants fell by the limit for two consecutive times
After the opening of trading on Wednesday (March 9), A-Shares rose and fell, and continued to find the bottom. The Shanghai index and gem index once fell more than 4%. Near 14 PM, A-Shares rebounded quickly to recover their losses. As of the close, both the Shanghai Composite Index and the gem index had risen more than 100 points from their intraday lows. Since the beginning of the year, only about 870 stocks have risen and nearly 4000 stocks have fallen. Among them, three fell by more than half; More than 30% have 368; More than 1200 fell by more than 20%.
Here comes the super roller coaster: the Shenzhen composite index once fell by more than 5%. In the last hour, the concept of "deep V" counting East and West took the lead in rebounding
Today, the index bottomed out and staged a "deep V", but more than 3600 stocks in the two cities still fell. On the sector, strong sector effects were gathered in the directions of East to West calculation, architectural decoration, photovoltaic and wind power, while the cyclical sectors such as nonferrous metals and oil and gas led the decline. In the afternoon, the index staged a "V" pull-up, and the concept of counting East and West led the rebound. GEM stocks Leon Technology Co.Ltd(300603) 2 connected to the board, Yimikang Tech.Group.Co.Ltd(300249) , Xinjiang Sailing Information Technology Co.Ltd(300588) rose by 20%, and Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) high limit. Earlier in the morning trading, Shanghaichengdiconstructioncorporationltd(603887) 2 connected the board and Black Peony (Group) Co.Ltd(600510) reversed the daily limit.
Resumption of trading of 54 stocks with daily limit: Black Peony (Group) Co.Ltd(600510) daily limit reversal Pengxin International Mining Co.Ltd(600490) broken board Changjiangrunfa Health Industry Co.Ltd(002435) 4 board
Today (March 9), the three major indexes once fell sharply, and the Shenzhen Component Index once fell by more than 5%. Then the "deep V" rebounded, but in the end, the three major indexes still fell slightly. The transaction volume of the two cities was 116177 billion, 51.8 billion compared with the previous trading day. Today, a total of 54 shares rose, 29 more than the 25 share limit of the previous trading day. Among the Shenwan level industries, coal and power equipment led the rise of the two cities.
The index bottomed out and rebounded, showing a "deep V" Zhejiang Construction Investment Group Co.Ltd(002761) , Anhui Golden Seed Winery Co.Ltd(600199) and other 8 shares hit a record high
On March 9, the Shanghai stock index closed at 325639 points, down 1.13%; Shenzhen composite index closed at 1210717 points, down 1.12%; The gem index closed at 256672 points, down 0.63%. According to the data of China stock market news choice, the intraday share prices of eight stocks hit an all-time high today, including Zhejiang Construction Investment Group Co.Ltd(002761) , Anhui Golden Seed Winery Co.Ltd(600199) , etc. According to the data, 388 stocks had record intraday stock prices today, including Bank Of Shanghai Co.Ltd(601229) and so on
blockbuster news
The highest annual interest rate is 8%. Russian media: the Russian Foreign Trade Bank has carried out RMB deposit business since March 9
According to RIA Novosti reported on the 9th, the Russian foreign trade and Economic Cooperation Bank (FTB) announced that the bank has carried out RMB deposit business since March 9, with a maximum annual interest rate of 8% and a minimum deposit of 100 yuan. The minimum deposit required by individual business offices of Russian foreign trade bank is 500 yuan. The Russian Foreign Trade Bank also said that the new business will become the "most favorable option" for foreign exchange deposits.
Last futures exchange: suspend trading of some nickel futures contracts for one day
At the closing settlement on March 9, the price limit of ni2204, ni2205, ni2206, ni2207, ni2209, ni2212 and ni2301 contracts remained at 17% and the proportion of trading margin remained at 19%. Since the night trading on March 9, the trading of ni2204, ni2205, ni2206, ni2207, ni2209, ni2212 and ni2301 contracts has been suspended for one day.
The aftermath of "Castle Peak being forced to hold positions" has not disappeared, and the supervision requires Chinese and foreign-funded banks to report overseas risk exposure
On March 9, the first financial reporter learned exclusively that after the "position closing event" of Chinese stainless steel giant Qingshan Holding Group Co., Ltd., the cbcirc required banks to report overseas risk exposure, and the violent fluctuations in the commodity market also made banks and related enterprises nervous. A number of Chinese and foreign investors confirmed the above news.
The signal of stabilizing the property market is obvious, and the real estate deregulation policies are frequent in 55 cities
More and more cities have joined the deregulation of the property market. As of March 8, 55 cities have relaxed the property market policy this year. Most of the policies start from the demand side and cover the aspects of relaxing purchase and loan restrictions, reducing the proportion of down payment, reducing the mortgage interest rate, relaxing provident fund loans, relaxing sales restrictions and house purchase subsidies.
Hot search first! Chen Xueping, deputy to the National People's Congress, suggested that the pension of only child parents should be increased by 10% - 20%
On the basis of the National People's Congress's pension policy, Chen Xingping, the leader of the National People's Congress, encourages the one-child Pension Company to provide 10-20% of the only-child pension, and the parents of the National People's Congress's one-child pension management, And allow the parents of the only child who has reached the retirement age to take refuge in the only child who works and lives in other places.
The profit handed over by the central bank ≈ reducing the reserve requirement? Authoritative interpretation: the probability of interest rate reduction increases, and the window of RRR reduction is not closed!
The reporter learned from the interview that the profits handed over by the central bank are not equal to the reduction of the reserve requirement, but they have the effect of similar "reduction of the reserve requirement" - in terms of the effect of boosting the economy, the two are expected to achieve "the same goal by different paths". The specific liquidity release effect of turned in profits still depends on many factors. Moreover, this does not mean that the RRR window is closed. Insiders said that although the necessity of subsequent RRR reduction has been reduced, whether the RRR reduction is implemented still depends on the macroeconomic and financial operation situation. In addition, considering internal and external factors, the probability of interest rate reduction in the near future increases
hot spot stocks
New and old base to build a "savior"! How big is the game of "counting East and counting West"? Combing of industrial chain targets
Sealand Securities Co.Ltd(000750) said that "counting from the east to the west" is the scope of new infrastructure, which will benefit enterprises in relevant industrial chains, especially information technology enterprises such as computers, communications, optoelectronic devices, basic software, network security, cloud computing and big data.
Compare who can resist the fall! Precious metals, infrastructure and other four sectors broke through the encirclement Zhongrun Resources Investment Corporation(000506) , Zhejiang Construction Investment Group Co.Ltd(002761) limit
East Asia Qianhai Securities said that the intensification of international geopolitical contradictions is the main reason for the recent rise in gold prices. In addition, global inflation continued to rise, creating conditions for the rise in gold prices. Open source securities also pointed out that, on the one hand, the global risk aversion continued to heat up, driving the price of precious metals to rise further. On the other hand, as the impact of the Fed's interest rate hike on gold tends to weaken, inflation trading has become the mainstream of the market and constitutes medium-term support for gold prices. The main beneficiaries include Zijin Mining Group Company Limited(601899) , Shandong Gold Mining Co.Ltd(600547) , Chifeng Jilong Gold Mining Co.Ltd(600988) , etc.
Theme strategy of eight securities companies: global coal shortage! The best stage to allocate the coal sector is to sort out the targets of the industrial chain
Zhongtai Securities Co.Ltd(600918) said that the tight international coal supply has pushed up the international coal price, even exceeding the high point in 2021, constantly breaking the record high, forming support for China's coal price, and the industry as a whole will maintain a high boom. In terms of individual stock recommendation, companies with a high proportion of long-term association have more stable performance growth, companies with a high proportion of coal in the market have more attractive valuation, and companies with large coal advantages or production growth logic have strong competitiveness α In addition, coal stocks that actively layout energy transformation will also get the opportunity to improve their valuation
selected announcements of listed companies
Wingtech Technology Co.Ltd(600745) : successful production of new products in semiconductor business
Wingtech Technology Co.Ltd(600745) ( Wingtech Technology Co.Ltd(600745) ) announced on March 9 that the insulated gate bipolar transistor (IGBT) series products independently designed and developed by the company have been successfully streamed, made phased significant progress, and all parameters meet the design requirements. IGBT is the core device of power conversion and a high-quality track in semiconductors. After successful IGBT production, it still needs to be verified by customers, and the subsequent mass production plan is uncertain.
Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) : comprehensively increase the selling price of titanium dioxide of various models
Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) ( Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) ) announced on March 9 that the sales price of various models of titanium dioxide of the company will be comprehensively increased from March 9. Among them, the sales price of Chinese customers increased by 1000 yuan / ton and that of international customers increased by 150 dollars / ton.
Guangdong Dowstone Technology Co.Ltd(300409) : the subsidiary plans to increase capital and shares, introduce war investment and build a three yuan precursor project with an annual output of 100000 tons
Guangdong Dowstone Technology Co.Ltd(300409) ( Guangdong Dowstone Technology Co.Ltd(300409) ) announced on the evening of September 9 that the company plans to increase capital and shares of its subsidiary Wuhu Jiana by introducing strategic investors and establishing a shareholding platform for senior management team, of which the strategic investors plan to increase capital by 1.44 billion yuan in cash; The shareholding platform of the senior management team increased its capital by 30 million yuan in cash. The total capital increase of 1.47 billion yuan will be used for the investment and construction of a three yuan precursor project with an annual output of 100000 tons in Wuhu City. In addition, Hong Kong Jiana, a wholly-owned subsidiary of the company, plans to increase capital to Indonesia Jiana within two years, with a capital increase of no more than 1.272 billion yuan, so as to ensure the supply of nickel resources and reduce the cost of high nickel ternary precursor products.
Huaneng Lancang River Hydropower Inc(600025) : it is planned to invest 5 billion yuan to develop new energy projects in 2022
Huaneng Lancang River Hydropower Inc(600025) ( Huaneng Lancang River Hydropower Inc(600025) ) disclosed the investment plan of new energy business in 2022 on March 9. In 2021, the company completed the approval (filing) of 3.868 million kw of new energy and started the construction of 990000 kW. In 2022, the company plans to invest 5 billion yuan to develop new energy projects, and plans to start 15 new projects with an installed capacity of 1.3 million KW.
Zhongnongfa Seed Industry Group Co.Ltd(600313) : the person acting in concert of the actual controller plans to increase the holding of 1% - 2% shares
Zhongnongfa Seed Industry Group Co.Ltd(600313) ( Zhongnongfa Seed Industry Group Co.Ltd(600313) ) announced on March 9 that Huanong assets, the concerted action of the actual controllers of the company, increased its holdings of 8.7782 million shares of the company by means of centralized bidding on March 9, and plans to continue to increase its holdings of 1% - 2% shares of the company at the right time (including the increased holdings of shares this time).
Hengli Petrochemical Co.Ltd(600346) : it is proposed to repurchase shares of RMB 1 billion to RMB 1.5 billion
Hengli Petrochemical Co.Ltd(600346) ( Hengli Petrochemical Co.Ltd(600346) ) announced on March 9 that it plans to repurchase shares at a price of 1-1.5 billion yuan, with a repurchase price of no more than 30 yuan / share. The repurchased shares are intended to be used in the employee stock ownership plan.
Flat Glass Group Co.Ltd(601865) : at present, there are sufficient orders for photovoltaic glass, which confirms the strong market demand
Flat Glass Group Co.Ltd(601865) ( Flat Glass Group Co.Ltd(601865) ) on March 9, the announcement on sufficient orders for the industry was released. The photovoltaic industry showed a significant off-season feature in January and February, and the industry production scheduling continued to rise. With the development of the industry, the company also accelerated the production expansion of photovoltaic glass to meet the needs of the market. At present, due to the upward boom of the industry, the company has sufficient orders for photovoltaic glass, which confirms the strong market demand.
Tonghua Dongbao Pharmaceutical Co.Ltd(600867) : 12-24 million shares to be repurchased
Tonghua Dongbao Pharmaceutical Co.Ltd(600867) ( Tonghua Dongbao Pharmaceutical Co.Ltd(600867) ) announced on March 9 that it is planned to repurchase 12-24 million shares at a price of no more than RMB 360 million, with a repurchase price of no more than RMB 15 / share. The repurchased shares will be cancelled and the registered capital of the company will be reduced.
Huaxin Cement Co.Ltd(600801) : it is estimated that the capacity of cement and other industries will expand in 2022, and the company will enter a period of rapid growth
Huaxin Cement Co.Ltd(600801) ( Huaxin Cement Co.Ltd(600801) ) announced on March 9 that in 2022, benefiting from integrated operation and international development, it is expected that the production capacity of cement, aggregate and concrete will expand and the company will enter a period of rapid growth. The company has formulated a doubling development plan, which plans to invest nearly 60 billion yuan during the 14th Five Year Plan period to continuously upgrade the business sectors of cement, aggregate, concrete, new materials and environmental protection, so as to promote the transformation and upgrading of enterprises and high-quality development. In 2021, the company's capital expenditure was about 7.16 billion yuan, an increase of nearly 68% over 2020. In 2022, the company plans to make capital expenditure of about 12.2 billion yuan to rapidly promote the implementation of the company's development strategy.
China Meheco Group Co.Ltd(600056) : will be responsible for Pfizer COVID-19 therapeutics PAXLOVID Chinese mainland market business operation
China Meheco Group Co.Ltd(600056) ( China Meheco Group Co.Ltd(600056) ) announced in March 9th that the company signed an agreement with Pfizer Inc that it will be responsible for the commercial operation of Pfizer Inc COVID-19 virus treatment PAXLOVID in Chinese mainland market in the period of agreement (2022). The final use and sales of products are greatly uncertain due to factors such as epidemic prevention and control, and it is expected that the relevant business scale accounts for a small proportion of the company's overall business volume, which has no significant impact on the company's recent operating performance.
