Take a look before going to bed! It combs the heavy news, hot plate news and announcements of listed companies for investors' reference.
The three major A-share indexes ended lower: the gem index fell nearly 3%, and the new energy and chip sector fell sharply
The three major A-share indexes collectively closed down today, of which the Shanghai index fell 1.02%, falling below the integer mark of 3600 points to close at 3595.18 points; The Shenzhen Component Index fell 1.80% to close at 14525.76; The gem index fell 2.73% to close at 3161.51. The market turnover reached 1.3 trillion yuan, most of the industry sectors closed down, the new energy and domestic chip sectors fell sharply, the aerospace, traditional Chinese medicine and power industries led the decline, and the game sector strengthened against the market.
The overall market ebb! The growth track fell sharply for 2 consecutive days, and the concept of yuanuniverse and Winter Olympic Games was active against the trend
Today, the three major indexes fell across the board, and the gem index once fell more than 3%. On the plate, cloud games, Winter Olympic Games, prefabricated dishes, metauniverse and other plates led the increase, while traditional Chinese medicine, lithium extraction from salt lakes, national defense and military industry, green power, rare earth permanent magnet and other plates led the decline. In terms of individual stocks, more than 50 stocks in the two cities fell by the limit or by more than 10%, and the fried board rate in the two cities reached 44.1%, a recent high.
Burst! 400 billion market value "elephant" dance "ningwang" setback again, how to further deduce the style transformation
On January 5, the three major indexes opened low and went low. More than 3400 shares in the two cities floated green, with poor profit-making effect. The transaction volume of the two cities exceeded trillion yuan for the fourth consecutive trading day. On the disk, track stocks weakened, home appliance stocks rose, and the trend of banking, insurance and real estate was active. Analysts pointed out that the current market sentiment is more cautious, and the disk style begins to focus on value stocks. There are two main lines for the "restless spring" market.
Dragon and tiger list: 1.95 billion rush to raise funds. China Mobile's foreign capital net buys 9 shares and institutions net buy 20 shares
On January 5, among the stocks on the list, China Mobile had the largest net capital inflow of 1.95 billion yuan. Data show that the stock officially landed in A-Shares within the day, closing up 0.52%. The net capital flow into the top CITIC Xi'an Zhuque street to buy 861 million yuan. A total of 42 stocks were involved in the institutional participation in the dragon and tiger list, of which 20 were net bought by the institution, Westone Information Industry Inc(002268) was the most bought, with 120 million yuan. The other 22 shares were net sold by institutions, Beijing Kingee Culture Development Co.Ltd(002721) was the most sold, with a net sales of 88.6891 million yuan in the three days.
Resumption of trading 73 trading stocks: the plate frying rate was 44% Andon Health Co.Ltd(002432) the limit fell Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) fell sharply
Today (January 5), the three major indexes fell together. The turnover of Shanghai and Shenzhen stock markets was 1305.2 billion, 38.8 billion more than that of the previous trading day. On the disk, cloud games, Winter Olympics, prefabricated dishes, yuancosmos and other sectors led the increase, while traditional Chinese medicine, lithium extraction from Salt Lake, national defense and military industry, green power, rare earth permanent magnet and other sectors led the decline. A total of 73 shares rose today, down 52 shares from 125 shares in the previous trading day. Among the 28 primary industries in Shenwan, banks and household appliances led the two cities.
More than 50 shares in the two cities fell by the limit Beijing Tongrentang Co.Ltd(600085) , Springsnow Food Group Co.Ltd(605567) and other 12 shares hit a record high
On January 5, the Shanghai stock index closed at 3595.18 points, down 1.02%; Shenzhen composite index closed at 14525.76 points, down 1.80%; The gem index closed at 3161.51 points, down 2.73%. According to the data of East Money Information Co.Ltd(300059) choice, the intraday share prices of 12 stocks hit an all-time high today, including Beijing Tongrentang Co.Ltd(600085) , Springsnow Food Group Co.Ltd(605567) .
blockbuster news
Li Keqiang: implement greater combined tax reduction and fee reduction according to the needs of market subjects
On the 5th, Li Keqiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, presided over a symposium on tax reduction and fee reduction. Li Keqiang said that in the face of the new downward pressure on the economy, we should continue to do a good job in the "six stabilities" and "six guarantees", and implement greater combined tax cuts and fee reductions according to the needs of market subjects, so as to ensure a stable start of the economy in the first quarter and stabilize the macro-economic market. We should continue the expired tax reduction and fee reduction measures, increase the calculation and deduction of R & D expenses and the tax rebate of value-added tax, and provide accurate assistance to difficult industries such as service industries seriously affected by the epidemic.
Several ministries and commissions jointly issued the plan for Chengdu and Chongqing to jointly build a western financial center
Recently, with the consent of the State Council, the people's Bank of China, together with the development and Reform Commission, the Ministry of finance, the China Banking and Insurance Regulatory Commission, the China Securities Regulatory Commission, the State Administration of foreign exchange, the Chongqing Municipal People's government and the Sichuan Provincial People's Government, issued the plan for Chengdu and Chongqing to jointly build a western financial center. Promoting the construction of Chengdu Chongqing double city economic circle is a major decision and deployment made by the CPC Central Committee and the State Council, which has a significant and far-reaching impact on the construction of a new development pattern of "double circulation".
Ministry of agriculture and rural areas: by 2025, the comprehensive mechanization rate of crop cultivation and income will reach 75%
According to the national agricultural mechanization development plan of the 14th five year plan issued by the Ministry of agriculture and rural areas, by 2025, the total power of agricultural machinery in China will be stable at about 1.1 billion kw, the comprehensive mechanization rate of crop cultivation and income in China will reach 75%, the main grain, cotton, oil and sugar producing counties (cities and districts) will basically realize agricultural mechanization, the comprehensive mechanization rate of crop cultivation and income in hilly counties (cities and districts) will reach 55%, and the comprehensive mechanization rate of facility agriculture The overall mechanization rate of animal husbandry, aquaculture and Shenzhen Agricultural Products Group Co.Ltd(000061) primary processing has reached more than 50%.
Financial Times commentator's article: enterprises should deal with the risk of RMB devaluation caused by the "four difference changes"
In 2021, the RMB exchange rate fluctuated in both directions, with a slight appreciation of 2.3% throughout the year. In 2022, the RMB exchange rate is facing the depreciation pressure brought by the "four difference change". Enterprises, especially import enterprises and foreign debt borrowing enterprises, should establish the concept of risk neutrality, effectively hedge exchange rate risks and beware of losses caused by exchange rate depreciation. Financial institutions should actively provide exchange rate hedging services for enterprises and reduce the cost of exchange rate hedging for small, medium-sized and micro enterprises.
New pressure on lithium supply? Chilean lawmakers asked the court to terminate the bidding for 400000 tons of lithium ore contract
On Tuesday local time (January 4), Chilean lawmakers applied to the house of representatives for an injunction to prevent the outgoing government from accepting bids for lithium mining contracts. If the bidding for the 400000 ton lithium mine contract by the Chilean authorities finally goes bankrupt, the shortage of global lithium supply will be further exacerbated. S & P global released a report in December that as the use of lithium exceeded production and depleted inventory, there will be a lithium shortage in 2022 with further demand growth.
hot plate stocks
The pork sector continues to strengthen! Pig futures remain low. When will the inflection point of "pig cycle" come?
Sealand Securities Co.Ltd(000750) Cheng Yisheng, an analyst in the agriculture, forestry, animal husbandry and fishery industry, said that in the long run, the excessively decentralized industry pattern has brought greater integration opportunities. Since the occurrence of classical swine fever, leading enterprises have accelerated their production capacity layout and gradually increased their market share. In the downward stage of the cycle, the advantage of cost leading enterprises will be easier to win. In the past, free range farmers had a greater impact on the cycle. With the increase of scale, the production capacity change of scale field will determine the inflection point of the industry. From the average market value, most companies have been at or close to historical lows, and the pig sector has long-term investment space.
"Track stocks" fell sharply! Is it a false alarm or style switching? Performance wave begins to warm up!
Shenwan Hongyuan Group Co.Ltd(000166) said that the medium-term operation of the market tends to rise, and the tone of short-term "consolidation" seems not to be over. There are even signs of deepening differences and increasing adjustment pressure, but it is expected that the space for downward adjustment is relatively limited. In terms of operation, we continue to recommend holding positions, reduce chasing up and killing down operations, and absorb an appropriate amount of oversold rebound varieties. In terms of industry, the middle line can continue to pay attention to national defense and military industry, electronics and non bank financial (Securities) industries, and pay attention to media and computer sectors in the short term.
Has the worst time passed? The dual attribute of "consumption + manufacturing" is exposed! Real estate and home appliances are also crazy
Cinda securities mentioned that the home appliance industry has the dual attribute of "consumption + manufacturing". For a long time, the analysis and research of home appliance industry mostly starts from the framework of "channel + demand", while ignoring the manufacturing attributes of home appliances. However, under the new global competitive environment and the background of industrial changes, the position of home appliance manufacturing industry chain has been significantly improved: 1) Comparative Advantage: home appliance manufacturing is one of the few industries with significant comparative advantage in China. 2) Spillover capacity of manufacturing and channels: the strong competitiveness accumulated in the household appliance industry chain for many years will be realized in a higher prosperity track.
Eight brokerage theme strategies: the next trillion catering market is coming! Dig a batch of prefabricated vegetables and subdivide the list here!
Shanxi Securities Co.Ltd(002500) said that the lazy house economy promotes the rapid development of the prefabricated vegetable industry. Chinese households are increasingly dependent on industrialized food production and socialized food supply. Prefabricated dishes simplify the tedious steps of buying, washing, cutting and cooking, integrate quality, nutrition and taste, and cater to the lifestyle of young consumer groups under the fast-paced life. In 2021, the space scale of Chinese prefabricated dishes is expected to reach 340 billion yuan, with a year-on-year increase of 18%. In the next 3-5 years, China's Prefabricated food industry is expected to become the next trillion catering market.
selected announcements of listed companies
Inner Mongoliayuan Xing Energy Company Limited(000683) : the net profit in 2021 is expected to increase by 7022% - 7316%
Inner Mongoliayuan Xing Energy Company Limited(000683) (000683) announced on January 5 that the company's pre profit in 2021 was 4.85 billion yuan – 5.05 billion yuan, a year-on-year increase of 7022.30% - 7316.00%. During the reporting period, the company's soda ash and urea production units operated efficiently, and the average sales price of leading products increased significantly over the previous year; The contribution of the coal sector to the company's profits increased significantly over the previous year.
Jiangsu Xiehe Electronic Co.Ltd(605258) : it is proposed to participate in a joint venture to invest in the construction of hydrogen fuel cell proton exchange membrane project
Jiangsu Xiehe Electronic Co.Ltd(605258) (605258) announced on January 5 that the company plans to jointly initiate the establishment of a joint venture "Jiangsu yuanhydrogen New Energy Technology Co., Ltd." with Pan Asian Microvent Tech (Jiangsu) Corporation(688386) , Jiangsu Tuobang Investment Co., Ltd. and other 21 institutions and individuals to invest in the construction of hydrogen fuel cell proton exchange membrane project. The registered capital of the joint venture is 400 million yuan, of which Jiangsu Xiehe Electronic Co.Ltd(605258) contributes 5 million yuan, accounting for 1.25% of the total share capital of the joint venture.
Anhui Jinchun Nonwoven Co.Ltd(300877) : the ES composite staple fiber project with an annual output of 15000 tons has been completed
Anhui Jinchun Nonwoven Co.Ltd(300877) (300877) announced on January 5 that at present, the construction of ES composite staple fiber project with an annual output of 15000 tons has been completed and entered the commissioning stage. The company will optimize the device and process parameters according to the commissioning and operation, so as to achieve the production and standard of the project as soon as possible. Es composite staple fiber is the raw material for the production of hot air non-woven fabric. The completion and operation of the project with an annual output of 15000 tons of ES composite staple fiber will help to reduce the impact of market raw material price fluctuation on products.
Hangzhou Shenhao Technology Co.Ltd(300853) : the company was recognized as the Provincial Key Laboratory in 2022
Hangzhou Shenhao Technology Co.Ltd(300853) (300853) announced on January 5 that according to the relevant notice, the company successfully passed the audit, review and publicity of Zhejiang Provincial Department of science and technology, was recognized as the "Provincial Key Laboratory in 2022", and the laboratory name was "Zhejiang intelligent operation and maintenance Siasun Robot&Automation Co.Ltd(300024) " key Laboratory (co construction unit: Zhejiang University).
Dlg Exhibitions & Events Corporation Limited(600826) : if some houses in Huangpu District are included in the collection scope, they will receive a compensation of 45116900 yuan
Dlg Exhibitions & Events Corporation Limited(600826) (600826) announced on January 5 that the company's house located at No. 107, Huqiu Road, Huangpu District was included in the scope of expropriation according to the old urban area reconstruction project of phase II (enterprises and institutions) of Bund source, Huangpu District. According to the compensation agreement, the company expects to obtain a total compensation of 45.1169 million yuan for the collection of the house, which shall be subject to the compensation recorded in the settlement sheet.
National Silicon Industry Group Co.Ltd(688126) : recently received government subsidies totaling 14.1175 million yuan
National Silicon Industry Group Co.Ltd(688126) (688126) announced on January 5 that from October 27, 2021 to December 31, 2021, the company and its holding subsidiaries have received various income related government subsidies totaling 14.1175 million yuan. The above government subsidies obtained by the company are revenue related government subsidies, which are expected to have a positive impact on the profits of 2021.
Zhejiang Weiming Environment Protection Co.Ltd(603568) : it is proposed to invest no more than RMB 1.739 billion in the construction of high nickel matte project
Zhejiang Weiming Environment Protection Co.Ltd(603568) (603568) announced on January 5 that in November 2021, the controlling shareholder of the company, Weiming Group Co., Ltd. and indigo company signed the strategic cooperation framework agreement to jointly plan, invest, develop and construct the 40000 ton high matte nickel smelting project of laterite nickel ore in Indonesia. On January 5, the board of directors approved the company to invest in high nickel matte projects with its own funds and bank loans of no more than RMB 1.739 billion.
Ligao Foods Co.Ltd(300973) : increase the price of some products by 3% - 8%
Ligao Foods Co.Ltd(300973) (300973) announced on January 5 that after study and careful consideration, the company decided to adjust the ex factory prices of some main frozen baked foods and baked raw materials by 3% - 8%. The adjusted prices will be implemented according to the price adjustment notice of each product from January 4, 2022.
Jinyuan Ep Co.Ltd(000546) : the subsidiary plans to invest 800 million yuan in the construction of 8000 CuO Salt Lake 10000 ton lithium salt project
Jinyuan Ep Co.Ltd(000546) (000546) it was announced on January 5 that Liyuan mining, the holding subsidiary of the company, plans to invest 800 million yuan to build the "8000 CuO Salt Lake 10000 ton lithium salt project" in Ali, Tibet. The construction time of the project is from December 2021 to December 2022.
Hongda Xingye Co.Ltd(002002) : the company signed a cooperation agreement on hydrogen energy storage application project with Youyan Industrial Research Institute
Hongda Xingye Co.Ltd(002002) (002002) announced on January 5 that the company and Youyan Engineering Technology Research Institute Co., Ltd. signed a cooperation agreement on hydrogen energy storage application project. The two sides will carry out in-depth cooperation in diversified applications, jointly carry out demonstration and operation projects in China for "solid energy storage research and application", actively promote diversified applications of hydrogen energy industry and jointly expand the hydrogen energy market.
Shenzhen Dynanonic Co.Ltd(300769) : it is proposed to invest about 7.5 billion yuan to build a new phosphate cathode material production base project
Shenzhen Dynanonic Co.Ltd(300769) (300769) announced on January 5 that it is planned to build a "production base project of new phosphate cathode materials with an annual output of 330000 tons" in Qujing Economic and Technological Development Zone, with a total investment of about 7.5 billion yuan.
