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 soared by 3.48%, the gem index soared by 5.2%, and brokerage stocks broke out
On March 16, the three major morning trading shocks fell, and in the afternoon, driven by the financial, wine and other sectors, the Shanghai index rose by more than 3%, the Shenzhen Composite Index rose by more than 4% to recover 12000 points, and the gem index rose by more than 5% to recover 2600 points; The transaction volume of the two cities has been enlarged, with a full day transaction of nearly 1.2 trillion. The net purchase of funds from the North once exceeded 2 billion yuan in the afternoon, and turned into a net outflow again in the late trading.
Jedi fight back! The gem index rose 5.2% and the main funds scrambled to raise the bottom of these stocks at the end of the day. Is there an opportunity to copy the bottom of these stocks?
Today, the market opened high and went low in the morning. In the afternoon, driven by financial stocks, the Jedi counterattacked a strong rebound, and all major indexes rose by more than 3%. In terms of sectors, tourism, airport shipping, electronic ID cards, securities, third-generation semiconductors and other sectors led the increase. The tourism sector led the rise, and Guilin Tourism Corporation Limited(000978) and other stocks rose by the limit. For the brokerage sector, some analysts pointed out that at present, the stock index of the brokerage sector is at the bottom of history, with a high margin of safety.
The bottom of the index 100 Changyang market is now? The “bull flag bearer” fought back again
Today, the Jedi index counterattacked. All major indexes rose by more than 3%, and the gem index rose by 5.2%. On the sector, the sector almost rose collectively today, the tourism sector was strong all day, the large financial sector rebounded strongly in the afternoon, and only a few sectors such as covid-19 detection and covid-19 treatment fell. In terms of individual stocks, more than 4200 stocks in the two cities rose, and nearly 200 stocks rose by more than 9%.
Dragon and tiger list: 188 million rush to raise funds. Foreign capital of Lanzhou Bank net buys 2 shares and institutions net buy 10 shares
On March 16, among the stocks on the list, the Bank of Lanzhou had the largest net capital inflow, which was 188 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 52.64% throughout the day. A total of 28 stocks were involved in the institutional participation list, of which 10 were net bought by the institution, Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) was the most bought, with a net purchase of 104 million yuan in three days. In addition, 18 shares were net sold by institutions, and Boc International (China) Co.Ltd(601696) was sold the most, amounting to 339 million yuan.
Resumption of 138 shares trading limit: China Meheco Group Co.Ltd(600056) closing Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Zhejiang Construction Investment Group Co.Ltd(002761) , Jinghua Pharmaceutical Group Co.Ltd(002349) multiple shares trading limit
Today (March 16), the three major indexes rebounded strongly driven by financial stocks. The turnover of Shanghai and Shenzhen stock markets today was 1192 billion, 67.7 billion compared with the previous trading day. On the disk, tourism, airport shipping, electronic ID cards, securities, third-generation semiconductors and other sectors led the gains, while covid-19 detection, covid-19 treatment and a few other sectors fell. A total of 138 shares rose by the daily limit today, an increase of 102 shares over the previous trading day’s 36 share limit.
Gem index rose 5.2% China Meheco Group Co.Ltd(600056) , Zhejiang Construction Investment Group Co.Ltd(002761) and other 12 shares hit a record high
On March 16, the Shanghai stock index closed at 317071 points, up 3.48%; Shenzhen composite index closed at 1200096 points, up 4.02%; The gem index closed at 263508 points, up 5.20%. According to the data of China stock market news choice, the intraday share prices of 12 stocks hit a record high today, including China Meheco Group Co.Ltd(600056) , Zhejiang Construction Investment Group Co.Ltd(002761) , Shanghai Labway Clinical Laboratory Co.Ltd(301060) , etc. According to the data, 432 individual stocks hit record lows today, including Bank Of Suzhou Co.Ltd(002966) and so on
blockbuster news
The Ministry of finance does not have the conditions to expand the pilot real estate tax reform this year
Recently, the reporter of Xinhua news agency interviewed the relevant person in charge of the Ministry of Finance on the pilot reform of real estate tax. The relevant person in charge said that the pilot of real estate tax reform was carried out in accordance with the authorization of the Standing Committee of the National People’s Congress. Some cities have carried out investigation and preliminary research, but considering all aspects of the situation, they do not have the conditions to expand the pilot cities of real estate tax reform this year.
According to the news, the regulatory authorities are brewing measures to jointly crack down on malicious short selling institutions
The reporter of “daily economic news” learned from informed sources that relevant departments are brewing measures to crack down on malicious short selling institutions. Informed sources told reporters that they received the news that the regulatory authorities are brewing measures to jointly crack down on malicious short selling institutions, and actively listen to the opinions of listed real estate enterprises to resolve risks.
CSRC: solidly promote the comprehensive reform of the stock issuance registration system
According to the website of the CSRC, after the special meeting of the financial committee of the State Council was held on March 16, the Party committee of the CSRC quickly held an expanded meeting to convey and study the spirit of the meeting and make research and deployment on the implementation. The CSRC said it would implement the tasks of the government work report, solidly promote the reform of the stock issuance registration system, improve the bond financing support mechanism of private enterprises, and promote the development of venture capital. Give play to the role of the endogenous stability mechanism of the market, vigorously promote listed companies to improve the quality, encourage listed companies to increase their holdings and repurchase, and guide fund companies to purchase their own shares.
Central bank: monetary policy should actively respond and jointly maintain the stable development of capital market
At noon on March 16, Comrade Yi Gang, President of the people’s Bank of China and director of the office of the financial commission, presided over a meeting of cadres at or above the department level. The meeting required that monetary policy should take the initiative to respond, new loans should maintain moderate growth, vigorously support small, medium-sized and micro enterprises, firmly support the development of the real economy, keep the economic operation within a reasonable range, and respond to hot issues concerned by the market in a timely manner, Stabilize expectations, boost confidence, maintain the steady and healthy development of China’s economy, and jointly maintain the stable development of the capital market.
CSRC: resolutely implement the spirit of the special meeting of the financial commission of the State Council and spare no effort to maintain the stable operation of the capital market
After the special meeting of the Finance Committee of the State Council was held on March 16, the Party committee of the CSRC quickly held an expanded meeting to convey and study the spirit of the meeting and make research and deployment on the implementation. Next, in accordance with the deployment requirements of the financial commission of the State Council, the CSRC will effectively improve its political position, closely follow the theme of promoting high-quality development, further deepen and refine various work measures, strive to achieve results, and make every effort to maintain the smooth operation of the capital market.
Cbcirc: we should actively support the smooth operation of the capital market and actively introduce policies conducive to the market
The cbcirc held a special meeting to convey, study and implement the spirit of the meeting of the financial commission of the State Council. The meeting required to actively support the smooth operation of the capital market. Actively introduce policies favorable to the market. We should vigorously support direct financing and promote the optimization of financing structure. Guide trust, financial management and insurance companies and other institutions to establish a long-term investment concept, carry out real professional investment and value investment, and become the backbone to promote the development of the capital market and maintain the stability of the capital market.
CSRC: encourage listed companies to increase their holdings and repurchase efforts, and guide fund companies to purchase their own shares
The CSRC said that we should give full play to the role of the endogenous stability mechanism of the market, vigorously promote listed companies to improve the quality, encourage listed companies to increase their holdings and repurchase, and guide fund companies to purchase their own shares.
Improve the system and mechanism conducive to the participation of long-term institutional investors in the capital market, increase the cultivation of public funds and other institutional investors, and encourage long-term investment and value investment.
Safe: cooperate with relevant departments to promote the healthy and stable development of real estate market and platform economy
On March 16, the State Administration of foreign exchange held a special meeting to convey and study the spirit of the special meeting of the financial commission of the State Council and study, deploy and implement the work. The meeting requested to cooperate with relevant departments to promote the healthy and stable development of the real estate market and platform economy. Timely respond to hot issues concerned by the market, stabilize market expectations and jointly maintain the smooth operation of the capital market
hot spot stocks
The valuation of A-Shares is lower than the historical average, and the investment value highlights that the main funds rarely sweep more than 20 billion yuan
Gf Securities Co.Ltd(000776) said that at present, the “odds odds” of A-Shares have improved. The valuation of A-Shares has been below the historical average and has medium and long-term allocation value Citic Securities Company Limited(600030) pointed out that recently, A-Shares had serious emotional catharsis due to the superposition of internal and external risks, and there were three serious deviations; At the same time, with the arrival of the three critical points, the bottom of the market has been confirmed twice, and A-Shares are about to usher in a resonant upward trend of value and growth.
Brokerage sector staged a trading tide! Real estate stocks rose in the afternoon, with Sundy Land Investment Co.Ltd(600077) , Guangzhou Pearl River Industrial Development Co.Ltd(600684) , etc
Shenyin Wanguo Securities pointed out that in view of the recent frequent voice of the government to emphasize stabilizing the economy, steady growth and preventing and controlling financial risks, while stabilizing the economy urgently needs to stabilize the real estate, it is expected that the policy repair at both ends of supply and demand of the real estate industry is expected to accelerate, and will promote the optimization of the industry pattern and further increase the concentration, and high-quality real estate enterprises are expected to usher in a double rise in quantity and quality.
Pharmaceutical stocks can’t hold up! The rise of securities companies Guosheng Financial Holding Inc(002670) soared the limit! The concept of counting from east to west is also in turmoil
Northeast Securities Co.Ltd(000686) pointed out that the securities sector adheres to the valuation logic from cycle to growth. With the deepening reform of the capital market, the sector may welcome valuation repair. Recommend Citic Securities Company Limited(600030) , a leading securities firm that goes out of the bear market structure and continues to benefit from the improvement of the capital market environment; Recommend companies with flexible performance in asset management and wealth management, such as Orient Securities Company Limited(600958) , China Industrial Securities Co.Ltd(601377) ; It is suggested to pay attention to the progress of Beijing Compass Technology Development Co.Ltd(300803) becoming an investor in the bankruptcy reorganization of wechat securities; It is recommended to pay attention to China Securities Co.Ltd(601066) (H shares), and the insurance sector is recommended to pay attention to Ping An Insurance (Group) Company Of China Ltd(601318)
selected announcements of listed companies
Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) : Xuebijing injection is included in the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth)
Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) ( Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) ) March 16th announcement, in March 15th, the national health and Health Commission and the State Administration of traditional Chinese medicine jointly issued the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth). Xuebijing injection, the company’s product, is listed as the recommended medication for severe and dangerous cases in the clinical treatment period (confirmed cases).
Zhejiang Orient Gene Biotech Co.Ltd(688298) : New Coronavirus antigen test kit has obtained China medical device registration certificate
Zhejiang Orient Gene Biotech Co.Ltd(688298) ( Zhejiang Orient Gene Biotech Co.Ltd(688298) ) March 16th announcement, the company independently developed New Coronavirus (2019-nCoV) antigen detection kit (colloidal gold method) in March 15, 2022 to obtain the National Drug Administration (NMPA) issued the “People’s Republic of China medical device registration card (in vitro diagnostic reagents)”.
Zhuzhou Kibing Group Co.Ltd(601636) : it is proposed to invest 3.12 billion yuan to build two photovoltaic glass production lines
Zhuzhou Kibing Group Co.Ltd(601636) ( Zhuzhou Kibing Group Co.Ltd(601636) ) announced on March 16 that it plans to invest 3.12 billion yuan to build two 1200td photovoltaic glass production lines; It is planned to invest 850 million yuan to build a quartz sand production base in Malaysia; It is proposed to invest 490 million yuan in the construction of roof distributed photovoltaic power station project.
Sichuan Crun Co.Ltd(002272) : Sun company plans to invest in Lufeng offshore wind power supporting intelligent production project
Sichuan Crun Co.Ltd(002272) ( Sichuan Crun Co.Ltd(002272) ) on March 16, it was announced that chuanrun new energy technology (Guangdong) Co., Ltd., a wholly-owned subsidiary, plans to invest in Lufeng offshore wind power supporting intelligent production project, and the investment amount is estimated to be no more than 100 million yuan.
Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) : it is proposed to invest 9.102 billion yuan in the expansion project of original wine production and energy storage
Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) ( Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) ) announced on March 16 that the company plans to invest 9.102 billion yuan in the construction and implementation of Fenjiu 2030 technical transformation original wine production and storage expansion project (phase I). The project covers an area of 1932 Mu and the construction period is planned to be three years. After the completion of the project, the company is expected to increase the annual output of original wine by 51000 tons and the energy storage of original wine by 134400 tons.
Guangdong No.2 Hydropower Engineering Company Ltd(002060) : the subsidiary plans to invest 6.3 billion yuan to build a new energy power generation project with a total installed capacity of 1.05 million KW
Guangdong No.2 Hydropower Engineering Company Ltd(002060) ( Guangdong No.2 Hydropower Engineering Company Ltd(002060) ) announced on March 16 that recently, Xinjiang Guangdong No.2 Hydropower Engineering Company Ltd(002060) , a wholly-owned subsidiary of the company, signed a framework agreement with the people’s Government of Weining County, Bijie City, Guizhou Province. The people’s Government of Weining County agreed that Xinjiang Guangdong No.2 Hydropower Engineering Company Ltd(002060) would invest in the construction of a new energy power generation project with a total installed capacity of 1.05 million kW in Weining County, with a total investment of about 6.3 billion yuan. Among them, the proposed construction scale of distributed photovoltaic project is about 50000 kW, with a total investment of about 300 million yuan; The centralized photovoltaic power generation project is 800000 kW (photovoltaic + agriculture, aquaculture, hydrogen production, energy storage, etc.), and the wind power generation project is 200000 kW, with a total investment of about 6 billion yuan.
Nanjing Vazyme Biotech Co.Ltd(688105) : sign 215 million yuan New Coronavirus antigen test kit
Nanjing Vazyme Biotech Co.Ltd(688105) ( Nanjing Vazyme Biotech Co.Ltd(688105) ) on March 16, it was announced that Nanjing Vazyme Biotech Co.Ltd(688105) medical, a wholly-owned subsidiary of the company, recently signed a distribution contract with Shangyao medical. According to the contract, Nanjing Vazyme Biotech Co.Ltd(688105) medical authorized Shangyao medical is an authorized dealer of Nanjing Vazyme Biotech Co.Ltd(688105) medical in Shanghai, its 100% shareholder Shangyao Holding Co., Ltd. and its subsidiaries in the procurement project of medical materials for public health; The drug treatment plan to Nanjing Vazyme Biotech Co.Ltd(688105) medical procurement total 215 million yuan (including tax) New Coronavirus antigen detection kit. The above purchase amount exceeds 50% of the audited operating cost of the company in the latest fiscal year.
Unionman Technology Co.Ltd(688609) : it is proposed to repurchase shares of RMB 150 million to RMB 300 million
Unionman Technology Co.Ltd(688609) ( Unionman Technology Co.Ltd(688609) ) announced on March 16 that it planned to repurchase shares with 150 million yuan to 300 million yuan, and the repurchase price should not exceed 15 yuan / share.
Triumph Science & Technology Co.Ltd(600552) : the controlling shareholder increases the holding of 1.03% of the company’s shares, and plans to continue to increase the holding of with RMB 100 million-150 million
Triumph Science & Technology Co.Ltd(600552) ( Triumph Science & Technology Co.Ltd(600552) ) announced on March 16 that Kaisheng group, the controlling shareholder of the company, increased its holdings of 1.03% of the company’s shares through the bidding trading system of Shanghai Stock Exchange on March 16, 2022, and plans to continue to increase its holdings within 6 months after this increase, with a cumulative increase of no less than 100 million yuan and no more than 150 million yuan (including this increase).
Lucky Harvest Co.Ltd(002965) : received the letter of intent for project designation, and the estimated transaction amount is 3-3.5 billion yuan
Lucky Harvest Co.Ltd(002965) ( Lucky Harvest Co.Ltd(002965) ) on March 16, it was announced that the company and its wholly-owned subsidiary Changshu Xiangxin received 14 letters of intent for fixed-point projects from customers related to power batteries from January to March, confirming that the company and Changshu Xiangxin are suppliers of many new energy vehicle power battery box products, with an estimated project life cycle of 2-8 years and an estimated project transaction amount of 3-3.5 billion yuan, The end customers of the project include Chinese independent automobile brands and joint venture brands.