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 2.61% and the gem index fell 3.56%, with net sales of 14.4 billion yuan to the north
On March 14, the stock index opened low and went low. The stock index fell by more than 2.5%, and the Shenzhen Composite Index and gem index fell by more than 3%; The turnover of the two cities has shrunk and returned to below trillion again; There was a significant net outflow of funds from the north, with a net sales of more than 14 billion yuan throughout the day.
Black Monday! Hang Seng technology index fell 11% and A-Shares exceeded 4200. Has the green stock bottomed out?
Today, the three major stock indexes of A-Shares opened low and went low. The turnover of the two cities was less than trillion, with more than 4200 stocks floating green. In terms of sectors, there was a deep correction in tourism, consumption, aviation, technology and so on; The concepts of military industry and covid-19 prevention and control are locally active, and the limits of China Meheco Group Co.Ltd(600056) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Pku Healthcare Corp.Ltd(000788) rise.
Don't panic! This sector has become the "brightest star"! There are hundreds of billions of scale tracks about to explode!
Specifically, the electronic ID card sector led the rise, and individual stocks such as Hangzhou Everfine Photo-E-Info Co.Ltd(300306) , Routon Electronic Co.Ltd(600355) , etc. rose by the limit; Covid-19 treatment sector was among the top gainers, and four stocks including Jiangsu Sinopep-Allsino Biopharmaceutical Co.Ltd(688076) rose by the limit; Artemisinin, cellular immunotherapy, covid-19 detection, unmanned retail and other sectors were active; The airport shipping sector led the decline, Guangzhou Baiyun International Airport Company Limited(600004) down more than 8%, with oil and gas exploitation and services, scenic spots and tourism, beverage manufacturing and other sectors leading the decline. For the future market of a shares, institutions generally said that after the continuous decline of a shares, the current stock market is below the historical median, and the adjustment has been relatively sufficient. At present, it is in a very good layout time point.
Dragon and tiger list: 777 million yuan rush to raise Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) foreign capital net buy 5 shares, institutions net buy 7 shares
On March 14, Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , amounting to 777 million yuan, was the largest net capital inflow among the dragon and tiger stocks on the list. Data show that the stock rose 9.14% during the day and 21.46% in the past three days. The net inflow of funds into the top seat of Shanghai Stock connect was 105 million yuan on the third day. A total of 28 stocks were involved in the institutional participation in the dragon and tiger list, of which 7 were net bought by the institution, and Yonghui Superstores Co.Ltd(601933) was the most bought, amounting to 421 million yuan. In addition, 21 shares were net sold by institutions, and Nanjing Vazyme Biotech Co.Ltd(688105) was sold the most, amounting to 338 million yuan.
Resumption of trading of 50 stocks: Andon Health Co.Ltd(002432) broken board China Meheco Group Co.Ltd(600056) 9 tian7 board Changjiangrunfa Health Industry Co.Ltd(002435) fried board
Today (March 14), after the market opened low all day, it fluctuated lower. The three indexes all fell by more than 2%, led by the gem index. On the disk, electronic identity cards, COVID-19 treatment, COVID-19 detection and a few sectors rose, most of the sector fell, airport shipping, oil and gas exploitation, tourism, green power, Baijiu and other sector top down. Today, a total of 50 shares rose by the limit, 28 shares less than the 78 shares rose by the limit on the previous trading day.
The three major indexes all fell by more than 2% Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Changjiangrunfa Health Industry Co.Ltd(002435) and other 10 stocks hit a record high
On March 14, the Shanghai stock index closed at 322353 points, down 2.60%; Shenzhen composite index closed at 1206363 points, down 3.08%; The gem index closed at 257045 points, down 3.56%. According to the data of China stock market news choice, the intraday share prices of 10 stocks hit an all-time high today, including Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Changjiangrunfa Health Industry Co.Ltd(002435) , etc. Data show that the intraday share prices of 46 stocks hit a record low today, including Guangzhou Fangbang Electronics Co.Ltd(688020) and so on
blockbuster news
National Standing Committee: closely follow the changes in the international situation, the trend of bulk commodities and their impact on China, and improve response measures
Li Keqiang presided over the executive meeting of the State Council, determined the division of key tasks in the government work report, required solid and strong implementation, and promoted the steady operation of the economy in climbing over the ridge. The meeting stressed that the current economy is facing new downward pressure and more difficulties and challenges. We should implement the deployment of the CPC Central Committee and the State Council, coordinate epidemic prevention and control and economic and social development, strengthen periodic regulation, give more prominence to steady growth, deepen reform and opening up, and strive to complete the objectives and tasks of the whole year. Closely track the changes in the international situation, the trend of bulk commodities and their impact on China, improve response measures, and ensure that economic growth, employment and prices are stable within a reasonable range.
Ministry of transport: tickets for National Road and waterway passenger transport routes in special periods can be refunded free of charge
In view of the recent complex and severe situation of epidemic prevention and control, in order to effectively reduce unnecessary personnel mobility, the Ministry of transport has decided that from 0:00 on March 15, 2022, if passengers who have previously purchased passenger train tickets at road and waterway passenger stations, passenger online ticketing platforms and other channels voluntarily change their itinerary and need to refund their tickets, the ticketing unit shall handle them free of charge, Those who purchase personal accident insurance shall handle it together.
In March, the national development and Reform Commission deployed and put in the first batch of spring ploughing fertilizer reserves of more than 3 million tons to fully ensure the supply of chemical fertilizer during spring ploughing
Since March this year, the first batch of more than 3 million tons of spring ploughing fertilizer reserves in 2022 has been put on the market. With the spring ploughing advancing from south to north, a large number of reserve chemical fertilizers will be put on the market in succession to ensure the fertilizer needs of agricultural production in key periods such as spring ploughing. Next, the national development and Reform Commission will pay close attention to the situation of the fertilizer market and continue to do a good job in ensuring supply and price stability, such as the release of reserve fertilizer, together with relevant parties.
Vid-19 antigen testing machine to be supplied by authorities
The financial Associated Press reporter learned from people close to the joint procurement office of high-value medical consumables ("joint procurement") organized by the state that at present, Tianjin pharmaceutical procurement center only maintains the product information of covid-19 antigen detection reagent, "select the opportunity for centralized procurement when the enterprise's production capacity comes up, the market supply is sufficient, and the supply exceeds the demand".
Jilin Province has ordered more than 10 million copies of covid-19 antigen detection reagents, and some of them have been delivered
Song Xiaohui, deputy director of Jilin Provincial Department of industry and information technology, said at the press conference that Jilin Provincial Department of industry and information technology urgently communicated with antigen reagent manufacturers such as Beijing Beijing Hotgen Biotech Co.Ltd(688068) , Guangzhou Guangzhou Wondfo Biotech Co.Ltd(300482) and other antigen reagent manufacturers through channels such as the National Health Commission. In a short time, 12 million antigenic testing reagents were ordered nationwide, and 36000 antigen reagents had been delivered to Jilin University on the 13th.
Civil aviation once again followed up the free return and reform of the railway, and the demand for civil aviation was hit again
After the railway department just issued the free refund of valid tickets for all trains purchased before 0:00 on March 15, 2022, civil aviation also followed up again.
Some ticket agents have received the notice from China Eastern Airlines. Chinese tickets with a ticket date before March 20, 2022 (inclusive) and a flight date between March 14, 2022 (inclusive) and April 17, 2022 (inclusive) are exempted from change or refund fees.
Beware of excessive loan marketing inducement! China Banking and Insurance Regulatory Commission released risk tips to expose four traps
On March 14, the consumer rights and Interests Protection Bureau of China Banking and Insurance Regulatory Commission issued the second issue of consumer risk tips in 2022 to remind consumers to stay away from the marketing trap of excessive lending and prevent excessive credit risk. The consumer rights and Interests Protection Bureau of the China Banking and Insurance Regulatory Commission reminded consumers to understand the relevant policies and risks of consumer credit, prevent the consumption risk of excessive credit overdraft, improve legal awareness and protect their legitimate rights and interests
hot spot stocks
Grasp the main line of aviation equipment investment! Sorting out the targets of the industrial chain with high cost performance
Western Securities Co.Ltd(002673) said that the current focus is on the performance, and the prosperous track leaders such as new energy, semiconductor, medicine and military industry that can be determined to be fulfilled are expected to usher in phased repair. On the other hand, the essential consumption sectors such as agriculture, food, textile and clothing benefiting from inflation expectations are also expected to usher in a performance inflection point. At present, China's epidemic concerns have reached a high level, and offline economic recovery related industries such as social service, retail, catering, shipping and traditional media are also ushering in the layout window period. The theme focuses on the digital economy, the concept of three children, food security, the reform of the comprehensive registration system, etc.
Kweichow Moutai Co.Ltd(600519) has collapsed and Baijiu shares have become the main force. A shares began to "quit drinking and take medicine"?
Zheshang Securities Co.Ltd(601878) said that the Baijiu sector was in the early stage of decline. "The basic trend towards good trend has not changed, and the main is the disturbance of sentiment." in the first quarter of 2022, the sector performance was increasing with certainty. The valuation of the sector has also been cost-effective.
the concept of Hangzhou Everfine Photo-E-Info Co.Ltd(300306) 20cm electronic ID card rises! There are frequent changes in the military industry sector. Do you have a chance?
Dongguan securities mentioned that the valuation of the military industry and aviation sector has fallen below the average value of nearly a year, so it can be arranged at an appropriate time. In the short term, the global interest rate increase cycle may have an impact on companies with high valuation. Superimposed on the fact that the performance growth rate of some military industrial groups is lower than expected, the industry may have great volatility in the short term, but the short-term volatility will not affect the high prosperity of the industry during the whole "14th five year plan" period.
Eight major brokerage theme strategies: covid-19 antigen detection market space exposure! Here comes the list of upstream, middle and downstream industrial chains
Orient Securities Company Limited(600958) said that it is expected that the release of covid-19 antigen detection will bring a large marginal increment to the performance of enterprises in relevant industrial chains. It is suggested to pay attention to in vitro diagnostic enterprises whose relevant products have been listed in China or abroad. It is suggested to pay attention to: Guangzhou Wondfo Biotech Co.Ltd(300482) , Nanjing Vazyme Biotech Co.Ltd(688105) , Bgi Genomics Co.Ltd(300676) , Beijing Hotgen Biotech Co.Ltd(688068) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , etc
selected announcements of listed companies
Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) : approved national export base of traditional Chinese medicine services
The Ministry of Commerce recently released the list of the second batch of national TCM service export bases, and Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) was successfully selected.
Hanwei Electronics Group Corporation(300007) : introduction of war investment Xiaomi Changjiang industry fund by holding subsidiary
Hanwei Electronics Group Corporation(300007) ( Hanwei Electronics Group Corporation(300007) ) it was announced on March 14 that the holding subsidiary Suzhou nengstar Electronic Technology Co., Ltd. plans to increase capital and shares and introduce strategic investor Hubei Xiaomi Changjiang industry fund partnership (limited partnership). Xiaomi Changjiang industry fund plans to increase the capital of Suzhou nengstar with its own capital of 10 million yuan. After the capital increase, it will hold 5.21% equity of Suzhou nengstar.
Sinofibers Technology Co.Ltd(300777) : sign the order contract of carbon fiber and carbon fiber fabric of RMB 2.169 billion
Sinofibers Technology Co.Ltd(300777) ( Sinofibers Technology Co.Ltd(300777) ) announced on March 14 that recently, the company signed a product order contract with customer a, the subject matter of which is carbon fiber and carbon fiber fabric, with a contract amount of RMB 2.169 billion, accounting for 556.94% of the audited operating revenue of the company in the latest fiscal year, and the contract performance period is from 2022 to 2023.
Jiangsu Riying Electronics Co.Ltd(603286) : the actual controller plans to increase the company's shares by 1% - 2% within 6 months
Jiangsu Riying Electronics Co.Ltd(603286) ( Jiangsu Riying Electronics Co.Ltd(603286) ) announced on March 14 that the actual controller was Rongzhu, who transferred 3.92% of Rihuan investment's shares, indirectly increased the company's shares by 0.11%, and planned to increase the company's shares by 1% - 2% within 6 months.
Ningbo Jintian Copper (Group) Co.Ltd(601609) : it is proposed to repurchase shares with RMB 150300 million
Ningbo Jintian Copper (Group) Co.Ltd(601609) ( Ningbo Jintian Copper (Group) Co.Ltd(601609) ) announced on March 14 that it is planned to repurchase shares with 150 million yuan to 300 million yuan, and the repurchase price shall not exceed 12.65 yuan / share. The shares repurchased this time will be used for equity incentive or employee stock ownership plan.
Winning Health Technology Group Co.Ltd(300253) : it is proposed to repurchase shares with RMB 100 million to RMB 150 million
Winning Health Technology Group Co.Ltd(300253) ( Winning Health Technology Group Co.Ltd(300253) ) announced on March 14 that the company plans to use its own funds to repurchase the company's shares through centralized bidding. The total amount of funds to be repurchased shall not be less than 100 million yuan and not more than 150 million yuan, and the repurchase price shall not exceed 15 yuan / share. It is intended to be used for the implementation of employee stock ownership plan, equity incentive or the conversion of convertible corporate bonds issued by Listed Companies in the future.
Anshan Hifichem Co.Ltd(300758) : it is proposed to repurchase shares of RMB 100 million to RMB 200 million
Anshan Hifichem Co.Ltd(300758) ( Anshan Hifichem Co.Ltd(300758) ) announced on March 14 that the company plans to buy back the company's shares by means of centralized bidding transaction with its own funds. The total amount of funds for share repurchase shall not be less than 100 million yuan and not more than 200 million yuan, and the price range of share repurchase shall not exceed 19.60 yuan / share. The repurchased shares will be used for the subsequent implementation of employee stock ownership plan or equity incentive plan.
Ganfeng Lithium Co.Ltd(002460) : the net profit from January to February increased by about 300% year-on-year
Ganfeng Lithium Co.Ltd(002460) ( Ganfeng Lithium Co.Ltd(002460) ) announced on March 14 that according to the preliminary accounting of the company, from January to February 2022, the company achieved an operating revenue of about 3.6 billion yuan, an increase of about 260% year-on-year; The net profit attributable to the shareholders of the listed company was about 1.4 billion yuan, a year-on-year increase of about 300%.
Wuliangye Yibin Co.Ltd(000858) : planning the reconstruction and capacity expansion of new Jiangbei Park
Wuliangye Yibin Co.Ltd(000858) said in the record of investor relations activities that the 8th generation Wuliangye Yibin Co.Ltd(000858) is the cornerstone of the company's high-end product "two wheel drive". In 2022, the company will continue to maintain the leading position of the 8th generation brand, absolute market share leading advantage and the leading role of the 1000 yuan price belt. Production project: phase I project of 300000 ton taotan aging wine warehouse; Projects under construction: special grain technology warehouse and milling automation transformation project for brewing, hook storage warehouse project, finished wine packaging and intelligent storage and distribution integration project; Planned new projects: ecological brewing phase I and phase II projects, Jiangbei Park brewing transformation and expansion project, koji making workshop expansion project.
Thalys Medical Technology Group Corporation(603716) : the controlling shareholder intends to introduce strategic investors through agreement transfer
Thalys Medical Technology Group Corporation(603716) ( Thalys Medical Technology Group Corporation(603716) ) on March 14, the company announced that saihai technology, the controlling shareholder, plans to introduce strategic investors and improve the corporate governance structure through agreement transfer; The New Coronavirus antigen detection kit developed by the company has been applied but has not yet obtained the medical device registration certificate issued by the China National Drug Administration, and is not yet available for sale in China.
