Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors' reference
Three major A-share indexes rebounded: the gem index rose nearly 3%, and pharmaceutical stocks rose sharply
On March 10, the three major stock indexes opened higher and maintained a strong shock upward trend. The Shanghai index rose by more than 2%, the Shenzhen Composite Index rose by more than 3%, and the gem index rose by nearly 4% in the afternoon; The turnover of the two cities has exceeded trillion for six consecutive trading days, and the northward capital turned into a net outflow in the afternoon, with a net sales of more than 3 billion yuan throughout the day.
Great return of blood! The reason for the batch limit of pharmaceutical stocks has been found! Lin Yuan's representative light warehouse avoids the adjustment at the beginning of the year?
Today, A-shares finally recovered, with more than 3600 stocks flying red and more than 900 falling. After a sharp rise in early trading, there was some decline in the afternoon. On the disk, pharmaceutical stocks are the hot spot today, with several 20cm trading limits. From the perspective of the stocks with the highest decline today, the limit is very few. Among them, the limit of Tianyu Eco-Environment Co.Ltd(603717) has attracted the attention of some investors. From today's trend, it is a little strange. The limit was closed after more than 20 minutes of opening.
100 shares trading limit reappeared, pharmaceutical stocks collectively dominate the screen 6 Hainan Haide Capital Management Co.Ltd(000567) day 5 board A-Shares rebound? Back pumping? reversal?
On Thursday, the pharmaceutical related sectors were collectively active, and the pharmaceutical business, cro concept, traditional Chinese medicine, biomedicine and other sectors were significantly stronger. As of the closing closing, there are multiple pharmaceutical stocks collectively trading at the closing. As of the closing, there are multiple pharmaceutical stocks, among which, the Aba Chemicals Corporation(300261) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ Chongqing Pharscin Pharmaceutical Co.Ltd(002907) and other multi stock trading, and the recently active China Meheco Group Co.Ltd(600056) one word trading, recorded 5 boards in 7 days.
Dragon and tiger list: 307 million rush to raise Do-Fluoride New Materials Co.Ltd(002407) foreign capital net buy 5 shares, institutions net buy 4 shares
On March 10, Do-Fluoride New Materials Co.Ltd(002407) , with a net inflow of 307 million yuan, was the largest among the stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 6.42% throughout the day. The net inflow of funds into the top Shenzhen Stock connect seats was 154 million yuan, and Guotai Junan Securities Co.Ltd(601211) Shanghai Jiangsu road was 120 million yuan. A total of 16 shares were involved in the institutional participation in the dragon and tiger list, of which 4 shares were net bought by the institution, and Rongsheng Petro Chemical Co.Ltd(002493) was the most bought, amounting to 40.513 million yuan. In addition, 12 shares were net sold by institutions, and Changchun High And New Technology Industries (Group) Inc(000661) was sold the most, amounting to 818978 million yuan.
Resumption of 101 trading limit shares: 6 Hainan Haide Capital Management Co.Ltd(000567) days 5 board Black Peony (Group) Co.Ltd(600510) 2 board Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) broken board
Today (March 10), the three major indexes rebounded strongly, led by the gem index. The turnover of Shanghai and Shenzhen stock markets was 1078.7 billion, a decrease of 83 billion compared with the previous trading day. On the disk, covid-19 treatment, assisted reproduction, covid-19 detection, pharmaceutical commerce, traditional Chinese medicine and other sectors led the increase, while precious metals, oil and gas exploitation, agriculture, East West calculation and other sectors led the decline. A total of 101 shares rose by the daily limit today, an increase of 47 shares compared with the daily limit of 54 shares on the previous trading day.
The three major indexes rebounded collectively, and 13 stocks including Zhejiang Construction Investment Group Co.Ltd(002761) , Anhui Golden Seed Winery Co.Ltd(600199) and others hit a record high
On March 10, the Shanghai stock index closed at 329609 points, up 1.22%; Shenzhen composite index closed at 1237095 points, up 2.18%; The gem index closed at 263519 points, up 2.67%. According to the data of China stock market news choice, the intraday share prices of 13 stocks hit an all-time high today, including Zhejiang Construction Investment Group Co.Ltd(002761) , Anhui Golden Seed Winery Co.Ltd(600199) , etc. Data show that today, the intraday share price of one stock hit a record low, which is dingyang technology
blockbuster news
Premier Li Keqiang attended the closing session of the 13th National People's Congress on March 3
The closing meeting of the fifth session of the 13th National People's Congress was held at 9 a.m. on the 11th at the Great Hall of the people to vote on various draft resolutions, draft decisions and draft measures. After the closing meeting, Premier Li Keqiang will attend the press conference and answer questions from Chinese and foreign journalists in the Golden Hall on the third floor of the Great Hall of the people.
The four major banks collectively announced that they had achieved a good start in business in the first two months
On March 10, Industrial And Commercial Bank Of China Limited(601398) , Agricultural Bank Of China Limited(601288) , Bank Of China Limited(601988) , China Construction Bank Corporation(601939) , the four major banks collectively issued an announcement, saying that they had made steady progress and achieved a good start in the first two months of this year Industrial And Commercial Bank Of China Limited(601398) announcement: from January to February 2022, the company's operation maintained steady progress, and the growth of deposits and loans was better than that in the same period, achieving a good start.
A number of A-share companies disclosed the strength of high growth companies in the "February report"
On March 10, many more companies joined the ranks of voluntary disclosure of the "February newspaper" and handed over bright transcripts in unison. In terms of industry performance, the new energy industry has sprung up, with Do-Fluoride New Materials Co.Ltd(002407) harvest exceeding 6 times; Chemical, Baijiu and semiconductors also performed well. The net profit growth of Sichuan Hebang Biotechnology Co.Ltd(603077) and Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) 12 in phosphorus chemical enterprises reached 500% and 418% respectively.
The margin ratio and limit range of nickel futures trading adjusted by the exchange in the previous period
Since the trading on March 11, 2022 (i.e. the night trading on March 10), nickel futures contracts ni2204, ni2205, ni2206, ni2207, ni2209, ni2212 and ni2301 continue to be traded. Since the trading on March 11, 2022 (i.e. the night trading on March 10), the price limit of nickel futures contracts ni2204, ni2205, ni2206, ni2207, ni2209, ni2212 and ni2301 is 17%. Since the closing and settlement on Thursday, March 10, 2022, the trading margin ratio of nickel futures contracts ni2204, ni2205, ni2206, ni2207, ni2209, ni2212 and ni2301 is 19%.
Foreign exchange trading center: expand the floating range of spot trading price of RMB against ruble
From March 11, 2022, the floating range of the spot transaction price of RMB against the Russian Ruble in the inter-bank foreign exchange market will be expanded from 5% to 10%, that is, the spot transaction price of RMB against the Russian Ruble in the inter-bank foreign exchange market can fluctuate within the range of 10% up and down of the central parity rate of the people's currency against the Russian Ruble announced by the China foreign exchange trading center.
Rumors of game version number rise again in the industry: the official final confirmation is still required if no notice is received
Another version number rumor spread rapidly in the game circle. The reporter contacted Tencent and several head game companies in Shanghai and responded that "we have not received the exact notice", "we just see rumors on the Internet", "it may not be notified or it may be rumors. Such news is still subject to the official side of the government".
Traditional Chinese medicine decoction pieces should also be collected: Shanxi and other places began to report the quantity of 21 varieties including Astragalus membranaceus
On March 10, Shanxi pharmaceutical machinery centralized bidding and procurement center announced that according to the requirements of the notice on filling in the relevant data of some varieties of traditional Chinese medicine prepared pieces issued by Sanming Procurement Alliance (National) office, Shanxi medical institutions were organized to carry out the notification on filling in the procurement data of relevant varieties of traditional Chinese medicine prepared pieces. According to the list of purchased varieties of traditional Chinese medicine decoction pieces released by Shanxi, the centralized collection report involves 21 varieties of traditional Chinese medicine decoction pieces
hot spot stocks
"Drink and take medicine"! The familiar taste of A-share is back! Which subjects deserve attention?
Zhongtai Securities Co.Ltd(600918) said that at present, covid-19 antigen self-test kits of hundreds of in vitro diagnostic manufacturers in China have been registered and approved overseas, and the market competition in Europe, Malaysia and other regions is becoming increasingly fierce. We believe that if the registration approval of covid-19 antigen self-test products in China is released, the head brands with complete and abundant clinical data and relatively large overseas sales may gain advantages. We suggest paying attention to the investment targets of Andon Health Co.Ltd(002432) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Shenzhen Yhlo Biotech Co.Ltd(688575) , Guangzhou Wondfo Biotech Co.Ltd(300482) , Beijing Hotgen Biotech Co.Ltd(688068) , an Xu biology and so on.
"A roar"! The auxiliary reproduction sector broke out Changjiangrunfa Health Industry Co.Ltd(002435) 5, and the concept of lithium battery is crazy!
Ping An Securities said that the entry of assisted reproductive projects into medical insurance will accelerate the development of the industry, and the downstream medical service enterprises will take the lead in benefiting. China's assisted reproductive drug market is still dominated by imports. If the drug market is intensively purchased in the future, it is expected to promote the reconstruction of the market competition pattern and bring opportunities to domestic pharmaceutical enterprises. It is suggested to pay attention to: Jinxin reproduction, Beikang medical treatment, Changchun High And New Technology Industries (Group) Inc(000661) , Livzon Pharmaceutical Group Inc(000513) .
Theme strategies of the eight major securities companies: old infrastructure construction and new infrastructure Carnival! List of growth leaders of preferred subdivision tracks
Chuancai Securities said that with steady growth superimposed on double carbon, there is a huge space for new energy infrastructure, focusing on the new infrastructure of wind power. As an important extension of new infrastructure, new energy is also one of the important starting points for steady growth. There is huge investment space in the field of new energy, which is mandatory under the "double carbon" strategic goal. With the promotion of the national strategy and the positive response of the local government, it is expected to become the pillar industry of the current new infrastructure
selected announcements of listed companies
Guangdong Huiyun Titanium Industry Co.Ltd(300891) : the price of titanium dioxide in China has been increased by 1000 yuan / ton
Guangdong Huiyun Titanium Industry Co.Ltd(300891) ( Guangdong Huiyun Titanium Industry Co.Ltd(300891) ) announced on March 10 that from now on, the sales price of titanium dioxide of the company will be increased on the basis of the existing sales price of titanium dioxide. Among them, the sales price of Chinese customers increased by 1000 yuan / ton, and the export price of international customers increased by 150 dollars / ton.
Gpro Titanium Industry Co.Ltd(000545) : the price of titanium dioxide in China has been increased by 1000 yuan / ton
Gpro Titanium Industry Co.Ltd(000545) ( Gpro Titanium Industry Co.Ltd(000545) ) it was announced on March 10 that from March 11, 2022, the sales price of anatase and rutile titanium dioxide of the company will be increased by 1000 yuan / ton for Chinese customers and 150 dollars / ton for international customers on the basis of the original price.
Andon Health Co.Ltd(002432) : a total of 465 million US dollars have been received for kit products
Andon Health Co.Ltd(002432) ( Andon Health Co.Ltd(002432) ) announced on March 10 that as of March 9, 2022 local time in the United States, the company's U.S. subsidiary had delivered a total of 354 million copies of ihealth kit products to the contract counterparty (including the goods replaced due to damage and lost during transportation). So far, the company's U.S. subsidiary has fulfilled the delivery obligation of the above contract. At present, a total of US $465 million has been received for 91.137 million copies of kit products.
Lb Group Co.Ltd(002601) : the price of sponge titanium products of the subsidiary is increased by 5000 yuan / ton
Lb Group Co.Ltd(002601) ( Lb Group Co.Ltd(002601) ) it was announced on March 10 that from now on, the taxable sales price of sponge titanium products of Yunnan Guoti Metal Co., Ltd. and Gansu Detong Guoti Metal Co., Ltd., the subsidiaries of the company, will be increased by 5000 yuan / ton to various customers on the basis of the original price.
power investment and energy: it is proposed to invest a total of 8.78 billion yuan in multiple wind power and photovoltaic projects
Power investment energy ( Huolinhe Opencut Coal Industry Corporation Limited Of Inner Mongolia(002128) ) announced on March 10 that the company plans to invest 5.96 billion yuan in Tongliao 1 million kW wind power transmission project; It is proposed to invest 2.453 billion yuan in the construction of 400MW wind power project in Alxa base of Shanghai Miao Shandong UHV transmission channel; It is proposed to invest 371 million yuan in the construction of 100MW roof distributed photovoltaic project in Yuci District, Jinzhong City.
Yutong Heavy Industries Co.Ltd(600817) : it is proposed to repurchase shares of RMB 50 million to RMB 100 million
Yutong Heavy Industries Co.Ltd(600817) ( Yutong Heavy Industries Co.Ltd(600817) ) announced on March 10 that it plans to repurchase shares with 50 million yuan to 100 million yuan, and the repurchase price shall not exceed 14 yuan / share. The repurchased shares will be used to implement the company's employee stock ownership plan in the future.
Opple Lighting Co.Ltd(603515) : it is proposed to repurchase shares from 867343 million yuan to 173 million yuan
Opple Lighting Co.Ltd(603515) ( Opple Lighting Co.Ltd(603515) ) announced on March 10 that the company plans to repurchase shares at a price of no more than 23 yuan / share, with a total repurchase fund of 867343 million yuan - 173 million yuan. The repurchased shares will be used as treasury shares for equity incentive and employee stock ownership plan.
Youngor Group Co.Ltd(600177) : the controlling shareholder intends to increase the holding of 25-50 million shares
Youngor Group Co.Ltd(600177) ( Youngor Group Co.Ltd(600177) ) announced on March 10 that the controlling shareholder Youngor Group Co.Ltd(600177) holding increased its holding of 0.13% of the company's shares on the same day, and Youngor Group Co.Ltd(600177) holding plans to continue to increase its holding of the company's shares, with a cumulative increase of no less than 25 million shares and no more than 50 million shares (including the number of shares increased this time), and the increase price is no more than 7 yuan / share.
Bestway Marine & Energy Technology Co.Ltd(300008) : sign the construction contract of 461 million yuan wind power installation platform
Bestway Marine & Energy Technology Co.Ltd(300008) ( Bestway Marine & Energy Technology Co.Ltd(300008) ) on March 10, it was announced that the wholly-owned subsidiary of the company, Dajin heavy industry, signed the construction contract of 1600 ton wind power installation platform with Wuhan shipbuilding machinery, with the contract price of 461 million yuan, accounting for 88.05% of the company's operating revenue in 2020.
According to the progress of the project, it is expected to have a positive impact on the company's operating performance from 2022 to 2023.
Wingtech Technology Co.Ltd(600745) : formal shipment of product integration business to specific overseas customers
Wingtech Technology Co.Ltd(600745) ( Wingtech Technology Co.Ltd(600745) ) announced on March 10 that the company's product integration business has carried out computer, smart home and other business cooperation with specific overseas customers and signed cooperation agreements, which will have a positive impact on the company's operating results in 2022 and future years. Recently, the smart home project that the company cooperates with specific overseas customers officially began mass production and realized normal shipment. The total amount of project cooperation is expected to be about 5 billion yuan.
Midea Group Co.Ltd(000333) : planned share repurchase of RMB 2.5-5 billion
Midea Group Co.Ltd(000333) ( Midea Group Co.Ltd(000333) ) it was announced on March 10 that the company plans to repurchase shares with a price of 2.5 billion yuan to 5 billion yuan, and the repurchase price does not exceed 70 yuan / share. The repurchased shares will be used to implement the company's equity incentive plan and / or employee stock ownership plan.
Shanghai Huaming Intelligent Terminal Equipment Co.Ltd(300462) : the subsidiary invests in the partnership and plans to invest in Nezha automobile
Shanghai Huaming Intelligent Terminal Equipment Co.Ltd(300462) ( Shanghai Huaming Intelligent Terminal Equipment Co.Ltd(300462) ) on March 10, it was announced that Shanghai Jinming, a wholly-owned subsidiary of the company, and Shanghai Dianshi Asset Management Co., Ltd. recently signed the partnership agreement of Jiaxing Dianxin equity investment partnership (limited partnership). The total subscribed capital contribution of all partners of the partnership is 313 million yuan, of which Shanghai Jinming, as a limited partner, subscribed 15 million yuan. The partnership intends to invest in the equity of Hezhong New Energy Automobile Co., Ltd. (Nezha automobile) in the form of equity investment.
Eve Energy Co.Ltd(300014) : it is proposed to repurchase shares of RMB 150 million to RMB 300 million
Eve Energy Co.Ltd(300014) ( Eve Energy Co.Ltd(300014) ) on March 10, it was announced that the company planned to repurchase shares with 150 million yuan to 300 million yuan at a price not exceeding 129 yuan / share, and the repurchased shares would be used for the implementation of employee stock ownership plan or equity incentive. In addition, Hubei Yiwei power, a subsidiary of the company, plans to sign a contract with the Management Committee of Jingmen high tech Zone to build 20gwh square lithium iron phosphate battery production line and auxiliary facilities project and 48gwh power energy storage battery production line and auxiliary facilities project in Jingmen high tech Zone respectively. The total fixed asset investment of the investment project is about 12.6 billion yuan.
