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 indexes of A-Shares reappeared the trend of Shenzhen V, and brokerage stocks made an upward attack in the afternoon
On March 11, the three major stock indexes fell sharply in the morning, falling more than 2% in the day; In the afternoon, driven by securities companies, wine making and other sectors, the Shanghai index rebounded and rose. The Shenzhen Composite Index rose slightly, and the gem index rose more than 1% to recover 2650 points; The turnover of the two cities has exceeded trillion for seven consecutive trading days, and the net sales of funds from the north have exceeded 5 billion yuan.
Positive signal? The “bull flag bearer” rose sharply in the afternoon, and the V-shaped rebound of the three indexes turned red across the board
The market rebounded V-shaped in the afternoon today, and the three indexes turned red across the board. On the sector, covid-19 detection and covid-19 drug concept showed the tide of daily limit. The intraday change of the securities sector led to the rapid rebound of the index, Boc International (China) Co.Ltd(601696) , Chinalin Securities Co.Ltd(002945) successively raised the limit, China International Capital Corporation Limited(601995) rose by more than 9%. Industry insiders believe that the global stock market has fallen, and the valuation of brokerage stocks is gradually in a historical position, which may be a better layout time point.
Brokerage stocks led the index to turn red. Covid-19 detection lifted the limit tide again. Self inspection products or the biggest attraction
Brokerage stocks rose sharply in the afternoon, Boc International (China) Co.Ltd(601696) , Chinalin Securities Co.Ltd(002945) , China International Capital Corporation Limited(601995) , Zhongtai Securities Co.Ltd(600918) , Shanxi Securities Co.Ltd(002500) , Guosheng Financial Holding Inc(002670) rose by more than 5%. The brokerage sector rose sharply in the afternoon, and the height and sustainability may be limited, but it formed good positive feedback on the index and market sentiment. Covid-19 drug concept has been active repeatedly, leading the rising targets. After Pfizer, yanyeyi covid-19 was also recognized by funds, Changjiangrunfa Health Industry Co.Ltd(002435) 6 Lianban, Pku Healthcare Corp.Ltd(000788) 3 Lianban, Zhejiang Dayang Biotech Group Co.Ltd(003017) daily limit.
Dragon and tiger list: 483 million yuan rush to raise Andon Health Co.Ltd(002432) foreign capital net buy 4 shares, institutions net buy 13 shares
On March 11, Andon Health Co.Ltd(002432) , with 483 million yuan, was the largest net capital inflow among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 17.13% throughout the day. The top net inflow of funds was Orient Securities Company Limited(600958) Shanghai Yuanshen Road, with a net purchase of 282 million yuan. A total of 25 shares were involved in the institutional participation in the dragon and tiger list, of which 13 shares were net bought by the institution, and Zhejiang Orient Gene Biotech Co.Ltd(688298) was the most bought, amounting to 512 million yuan. In addition, 12 shares were sold by institutions, and Guangzhou Wondfo Biotech Co.Ltd(300482) was sold the most, with a net sales of 368 million yuan in three days.
Resumption of trading of 78 shares limited: Andon Health Co.Ltd(002432) first board 6 Luzhou Laojiao Co.Ltd(000568) tian6 board Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) reverse package
Today (March 11), the three major indexes rebounded V-shaped in the afternoon, led by the growth enterprise market index. The turnover of the two cities today was 1050.2 billion, a decrease of 28.5 billion compared with the previous trading day. On the disk, covid-19 detection, Shenzhen Agricultural Products Group Co.Ltd(000061) , covid-19 treatment, assisted reproduction and other sectors led the rise, while oil and gas exploitation, nursery services, precious metals, electric power, architectural decoration and other sectors led the decline. A total of 78 shares rose today, down 23 shares from the 101 share limit of the previous trading day.
Gem refers to a V-shaped rebound in the afternoon, with 10 stocks including Zhejiang Construction Investment Group Co.Ltd(002761) , Anhui Golden Seed Winery Co.Ltd(600199) and others hitting a record high
On March 11, the Shanghai stock index closed at 330975 points, up 0.41%; Shenzhen composite index closed at 1244737 points, up 0.62%; The gem index closed at 266546 points, up 1.15%. According to the data of China stock market news choice, the intraday share prices of 10 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, the intraday share prices of 61 stocks hit a record low today, including Jiangsu General Science Technology Co.Ltd(601500) and so on
blockbuster news
National Health Commission: community residents who need self-test can purchase antigen test reagents for self-test
In March 11th, the State Health Protection Commission website reported that the State Council should issue the “COVID-19 virus antigen detection application plan” (Trial Implementation) to the New Coronavirus pneumonia epidemic prevention and control mechanism integrated group. It is mentioned that if community residents have self-test needs, they can purchase antigen detection reagents for self-test through retail pharmacies, online sales platforms and other channels.
The relevant person in charge of the Nonferrous Metals Association answered a reporter’s question on the current nickel Market: the current nickel price seriously deviates from the fundamentals
China Nonferrous Metals Industry Association pays close attention to this. We believe that the current nickel price has seriously deviated from the fundamentals, lost the guiding significance of the spot price, deviated from the original intention of serving the real economy, and caused serious harm to the global nickel and upstream and downstream related industries.
The two departments plan to stipulate that the property of securities violators shall be preferentially used to bear civil compensation
The CSRC and the Ministry of Finance jointly studied and drafted the provisions on matters related to the priority of the property of securities violators to bear civil liability for compensation (Draft), which is now open to the public for comments. There are 14 articles in the regulations, which clarify the specific working mechanism of the administrative fines and confiscations paid by the violators to bear the civil compensation liability. The violators who violate the provisions of the securities law need to bear the civil compensation liability and the administrative liability of paying the fines and confiscations at the same time for the same illegal act.
From March 12, primary and secondary schools in Shanghai have been adjusted to online teaching kindergartens and nurseries, and children’s admission to kindergartens has been stopped
From March 12, all primary and secondary schools in Shanghai have been adjusted to online teaching, kindergartens and nurseries have stopped children from entering the park, and all kinds of training institutions and nurseries are not allowed to carry out offline training and nurseries. The follow-up arrangements will be adjusted in time and announced to the public according to the changes of the epidemic situation. The Municipal Education Commission has formulated the city’s online teaching guidance on basic education and secondary vocational education respectively, and integrated all forces to provide guarantee.
The measures for the administration of heavy electronic cigarettes were issued, and the national standard was solicited for opinions for the second time to limit the taste
The State Tobacco Monopoly Administration today issued the national standard for electronic cigarettes (second draft for comments) for public comments, requiring written comments to be fed back to the project team before March 17. Time is pressing. One of the explosive contents is that e-cigarettes cannot have non tobacco taste, which means that the attraction of e-cigarettes is greatly reduced.
Central bank loans increased by 23.2 trillion yuan in January
Central bank: RMB loans increased by 1.23 trillion yuan in February, a year-on-year decrease of 125.8 billion yuan.
At the end of February, the balance of broad money (M2) was 244.15 trillion yuan, a year-on-year increase of 9.2%, 0.6 and 0.9 percentage points lower than that at the end of last month and the same period of last year respectively.
The Ministry of housing and urban rural development issued the “14th five year plan” for the development of housing and urban rural construction science and technology, and carried out the integrated utilization of efficient and intelligent photovoltaic buildings
Study the regional building energy efficiency improvement technology based on the accurate prediction of building user load and multi energy complementarity, carry out the integrated utilization of efficient and intelligent photovoltaic buildings, the construction of “light storage, direct and flexible” new building power system, the research and application of building city power grid energy interaction technology, and develop the efficient utilization technology of clean energy buildings such as urban wind power, geothermal and low-grade waste heat.
Suzhou housing and urban rural development bureau denied issuing a document to convene a meeting of real estate enterprises
Today, it is rumored that Suzhou housing and Urban Rural Development Bureau will jointly convene a meeting of some real estate enterprises with multiple departments, and then introduce some real estate support policies. In this regard, the relevant person of Suzhou housing and Urban Rural Development Bureau told the financial associated press that the Bureau has not issued a document to convene a meeting of real estate enterprises recently. On whether Suzhou will adjust its real estate policy, the above-mentioned people responded to the information on the official website
hot spot stocks
How big is the electronic ID card market? Backed by trillion blue ocean concept stocks “big show muscle”
“With the strong support of policies, the construction of China’s digital government has entered a period of rapid growth in recent years. With the continuous acceleration of the digital process, the overall market scale will continue to increase. It is expected that the market scale of China’s digital government industry will reach 925.5 billion yuan by 2025.” Some institutions believe that. Ren Tao, a researcher of Guangdong funded fund, told reporters, “at present, it is in the period of transformation from the industrial era to the intelligent era, and the new infrastructure and epidemic prevention and control provide opportunities for digital transformation. The combination of smart government and smart city construction not only provides convenience for people, but also shows its broad development prospects.”
Boc International (China) Co.Ltd(601696) limit trading securities sector broke out! Yike food staged “20cm” limit
Anxin Securities said that the comprehensive registration system reform is expected to be implemented within the year, which will directly benefit the growth of investment banking business of securities companies and bring direct investment and follow-up investment business opportunities. In the long run, the trend of residents’ wealth transfer to the equity market remains unchanged, and they continue to be optimistic about investment opportunities in the wealth management industry. It is suggested to pay attention to the leading securities companies with undervalued value Citic Securities Company Limited(600030) , as well as the securities companies with wealth management characteristics Gf Securities Co.Ltd(000776) , China stock market news, Orient Securities Company Limited(600958) .
A shares “take medicine” to heal! Has the darkest hour of this sector passed Jinjian Cereals Industry Co.Ltd(600127) , Shenzhen Kingsino Technology Co.Ltd(002548) Biao limit
East Asia Qianhai Securities said that the policy east wind blows frequently, and the dark time has passed. It is recommended that the seed industry and breeding sector. Recently, the central government officially launched the collection and storage of 40000 tons. Although the amount is small and the bottom supporting effect is limited, it still releases the signal of bottom building of pig price. Pig prices continued to fluctuate at the bottom, superimposed on the geographical situation, increased breeding costs, the deregulation of production capacity is expected to accelerate, and the inflection point of the cycle is expected to accelerate.
Theme strategy of eight securities companies: great counterattack of seed industry and breeding sector! What happened? List of undervalued industrial chains
Kaiyuan Securities said that the risk of global food security increased and Shenzhen Agricultural Products Group Co.Ltd(000061) prices continued to rise. Affected by the recent geopolitical situation, Shenzhen Agricultural Products Group Co.Ltd(000061) supply and trade stability have been negatively affected. It is suggested to focus on Jiangsu Provincial Agricultural Reclamation And Development Co.Ltd(601952) , the target of A-share high-quality grain. The company’s main business is rice and wheat planting, seed production and sales, rice, grain and oil processing and product sales
selected announcements of listed companies
Sichuan Chuanhuan Technology Co.Ltd(300547) : obtain Byd Company Limited(002594) notice of fixed point of automobile supporting development project
Sichuan Chuanhuan Technology Co.Ltd(300547) ( Sichuan Chuanhuan Technology Co.Ltd(300547) ) announced on March 11 that the company has recently received a fixed-point notice of five supporting development projects of Byd Company Limited(002594) automobile, namely “cooling pipe assembly (1-4), water inlet and outlet pipe assembly (1-3), drainage pipe, cooling pipe assembly (1-9) and electric control connecting water pipe of motor”. The life cycle of the project is expected to be 5 years, with a total life cycle of about 800 million to 1 billion yuan.
Deppon Logistics Co.Ltd(603056) : indirect controlling shareholder of Jingdong Zhuofeng or Cheng company controlled by Jingdong group
Deppon Logistics Co.Ltd(603056) ( Deppon Logistics Co.Ltd(603056) ) on March 11, it was disclosed that the actual controller of the company may change, Cui Weixing will no longer be the actual controller of the company, Debon holdings will still be the controlling shareholder of the company, and JD Zhuofeng controlled by JD group may become the indirect controlling shareholder of the company. It is reported that JD Zhuofeng plans to control Debang holdings by acquiring some shares of Debang holdings and accepting the entrustment of some shareholders of Debang holdings to obtain the corresponding voting rights of some shares of Debang holdings, so as to indirectly control 664965% of the shares of listed companies held by Debang holdings. After the completion of the above transaction, JD Zhuofeng will trigger the obligation of comprehensive tender offer. In order to improve the integration efficiency of JD group’s subordinate logistics business segments, the tender offer aims to terminate Deppon Logistics Co.Ltd(603056) ‘s listing status Deppon Logistics Co.Ltd(603056) shares resumed trading on March 14.
Hubei Heyuan Gas Co.Ltd(002971) : it is proposed to invest 5 billion in the construction of electronic special gas and functional materials Industrial Park project
Hubei Heyuan Gas Co.Ltd(002971) ( Hubei Heyuan Gas Co.Ltd(002971) ) announced on March 11 that the company plans to invest in the construction of electronic special gas and functional materials Industrial Park project in Yichang high tech Industrial Development Zone. The total investment of the project is about 5 billion yuan, including 2 billion yuan in phase I and 3 billion yuan in phase II. The company plans to gradually distribute in the field of electronic specialty gas and electronic chemicals. If the project is successfully implemented, the company will not only receive a certain amount of industrial support and reward from the Management Committee of Yichang high tech Industrial Development Zone in the next few years, but also bring new profit growth points to the company.
Kingnet Network Co.Ltd(002517) : some directors and senior executives plan to increase their shares by no less than 30 million yuan
Kingnet Network Co.Ltd(002517) ( Kingnet Network Co.Ltd(002517) ) on March 11, it was announced that some directors and senior managers of the company planned to increase their holdings of the company’s shares within 6 months, and the total scale of the increase should not be less than 30 million yuan.
Yonyou Network Technology Co.Ltd(600588) : it is proposed to repurchase shares of RMB 600 million to RMB 1 billion
Yonyou Network Technology Co.Ltd(600588) ( Yonyou Network Technology Co.Ltd(600588) ) announced on March 11 that it planned to repurchase shares with 600 million yuan to 1 billion yuan, and the repurchase price should not exceed 32.4 yuan / share. The shares repurchased this time are intended to be used for employee equity incentive in the future.
Guangdong No.2 Hydropower Engineering Company Ltd(002060) : jointly winning the bid of 1.29 billion yuan photovoltaic power station EPC project
Guangdong No.2 Hydropower Engineering Company Ltd(002060) ( Guangdong No.2 Hydropower Engineering Company Ltd(002060) ) announced on March 11 that the consortium formed by the company and the holding subsidiary Guangdong No.2 Hydropower Engineering Company Ltd(002060) design company won the bid for the EPC general contracting project of huadeli new energy 300MW agricultural photovoltaic complementary power station in Xuwen County, Zhanjiang City, with the bid winning price of 1.29 billion yuan, the unit price of 4.3 yuan / watt and the construction period of 365 days.
Nanjing Vazyme Biotech Co.Ltd(688105) : covid-19 virus antigen detection kit obtains medical device registration certificate
Nanjing Vazyme Biotech Co.Ltd(688105) ( Nanjing Vazyme Biotech Co.Ltd(688105) ) announced in March 11th that New Coronavirus’s antigen detection kit, a wholly owned subsidiary of Nanjing Vazyme Biotech Co.Ltd(688105) medical research and development, has received the medical device registration certificate issued by the State Food and Drug Administration recently.
Cnfc Overseas Fisheries Co.Ltd(000798) : the concerted action of the actual controller intends to increase the holding of 1% – 2% shares
Cnfc Overseas Fisheries Co.Ltd(000798) ( Cnfc Overseas Fisheries Co.Ltd(000798) ) on March 11, it was announced that Huanong assets, the concerted action of the actual controller of the company, increased its holdings of A-Shares of the company by means of centralized bidding, accounting for 0.95% of the total share capital of the company. Huanong assets plans to increase its A-share holdings through the trading system of Shenzhen Stock Exchange within six months from March 11, with the cumulative increase of no less than 1% of the total share capital of the company and no more than 2% of the total share capital of the company (including the increased holdings this time).
Zhongshan Public Utilities Group Co.Ltd(000685) : it is proposed to establish a photovoltaic industry joint venture to layout the new energy field
Zhongshan Public Utilities Group Co.Ltd(000685) ( Zhongshan Public Utilities Group Co.Ltd(000685) ) on March 11, it was announced that in order to actively layout the new energy field, public environmental investment, a wholly-owned subsidiary of the company, plans to jointly invest in cash with Changzhou Yijing to establish a joint venture focusing on the investment and operation of distributed photovoltaic power stations, with a registered capital of 100 million yuan, of which public environmental investment invested 70 million yuan, accounting for 70% of the registered capital. In addition, public environmental investment plans to jointly establish Zhongshan Public Utilities Group Co.Ltd(000685) Guangfa Xinde new energy industry fund (limited partnership) with Gf Securities Co.Ltd(000776) wholly-owned subsidiaries Guangfa Xinde and Guangfa Qianhe. The total scale of the fund is 3 billion yuan, of which public environmental investment contributes 1.5 billion yuan, accounting for 50%.
Jiangsu Eastern Shenghong Co.Ltd(000301) : push the controlling shareholders of employee stock ownership plan and employees of affiliated enterprises to plan to increase their holdings
Jiangsu Eastern Shenghong Co.Ltd(000301) ( Jiangsu Eastern Shenghong Co.Ltd(000301) ) on March 11, it was announced that some employees of Shenghong technology and its affiliated enterprises, the controlling shareholder of the company, planned to increase their shares in the company through secondary market purchase. The proportion of the total amount of funds raised by the trust and securities financing companies to be established will not exceed RMB 1.4 billion, and the proportion of the total amount of funds raised by the trust / securities financing products will not exceed RMB 1.4 billion Jiangsu Eastern Shenghong Co.Ltd(000301) at the same time, the draft of the second phase of the employee stock ownership plan is disclosed. The initial total amount of the employee stock ownership plan is not more than 3.26 billion yuan, of which the self raised funds of employees are not more than 1.63 billion yuan, and the ratio of financing funds to self raised funds is not more than 1:1, that is, the financing amount of financial institutions is not more than 1.63 billion yuan.
