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 A-share indexes closed higher: the gem index rose nearly 3% and real estate stocks broke out
On March 17, the three major stock indexes opened higher and walked higher, with strong intraday rise. The Shanghai index rose by more than 2.5% and stood at 3200 points, the Shenzhen Composite Index rose by more than 4%, and the gem index rose by nearly 5%; The rise narrowed in the afternoon; The turnover of the two cities was enlarged again, with a full day turnover of nearly 1.3 trillion; The net purchase of northbound funds exceeded 5 billion yuan.
Real estate stocks revel and pharmaceutical stocks are on fire again. How can A-Shares go after the influx of foreign capital exceeds 5 billion yuan and stabilizes?
On Thursday (March 17), the three major A-share indexes rose by more than 1%. For the trend after the stabilization and rebound of A-share, institutions generally said that the rebound market has begun, and the market is expected to gradually stabilize, which is suitable for long-term funds to enter the market China Securities Co.Ltd(601066) Chen Guo believes that the current market has high cost performance in the long run and is suitable for the allocation of long-term funds into the market.
Some funds rose sharply for two consecutive days, and some funds may return to hot topics after the difference between interest and interest in the afternoon
Today, a total of 104 shares rose by the limit, 89 shares were fried, and the blocking rate was 54% China Meheco Group Co.Ltd(600056) 11 days 9 sectors, North Chemical Industries Co.Ltd(002246) , Linewell Software Co.Ltd(603636) , Deppon Logistics Co.Ltd(603056) 5 sectors, Sundy Land Investment Co.Ltd(600077) , Routon Electronic Co.Ltd(600355) 4 sectors. On the disk, 3776 stocks rose and 843 stocks fell; Real estate, photoresist, covid-19 drugs, traditional Chinese medicine and other sectors ranked the top, with only a few sectors of securities, port shipping and other sectors falling.
Dragon and tiger list: 196 million rush to raise Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) foreign capital net buy 3 shares, institutions net buy 11 shares
On March 17, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , with a net inflow of 196 million yuan, was the largest among the stocks on the list. The data showed that the stock had a large daily limit of 20cm, and the turnover rate throughout the day was 15.11%. CITIC Shanghai Liyang Road, the top net inflow of funds, bought a net of 555159 million yuan Guotai Junan Securities Co.Ltd(601211) Shanghai Branch net purchase of 497879 million yuan; The net purchase of Shenzhen Stock connect seats was 483048 million yuan. A total of 21 stocks were involved in institutional participation in the dragon and tiger list, of which 11 were net bought by institutions, and Bank of Lanzhou was the most bought, with a total of 117 million yuan.
Resumption of trading of 117 shares limited: China Meheco Group Co.Ltd(600056) high level 2 connecting board Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) broken board Jinghua Pharmaceutical Group Co.Ltd(002349) fried board
Today (March 17), the three major indexes opened high in the morning and fell back in the afternoon. The turnover of Shanghai and Shenzhen stock markets was 1275.4 billion, up from 83.4 billion on the previous trading day. On the disk, real estate services, photoresist, covid-19 treatment, traditional Chinese medicine and other sectors led the rise, while a few sectors such as securities, ports and silicon energy fell. A total of 117 shares rose today, down 21 shares from 138 shares in the previous trading day. In the Shenwan industry, real estate and building materials led the rise of the two cities.
More than 3600 individual stocks in the two cities rose, with 16 stocks, including Aba Chemicals Corporation(300261) , Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) and Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) reaching a record high
On March 17, the Shanghai stock index closed at 321504 points, up 1.40%; Shenzhen composite index closed at 1228997 points, up 2.41%; The gem index closed at 271073 points, up 2.87%. According to the data of China stock market news choice, the intraday share prices of 16 stocks hit a record high today, including Aba Chemicals Corporation(300261) , China Meheco Group Co.Ltd(600056) , Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) , etc. Data show that today, the intraday share prices of three stocks hit a record low, including Sri new materials
blockbuster news
Xi Jinping : strengthen scientific and technological research and development of vaccines, rapid detection reagents and drugs
The Standing Committee of the Political Bureau of the CPC Central Committee held a meeting to analyze the epidemic situation of covid-19 pneumonia and deploy strict epidemic prevention and control Xi Jinping pointed out that we should always adhere to the people first and life first, adhere to scientific, accurate and dynamic clearing, and curb the spread of the epidemic as soon as possible. We should improve the level of scientific and accurate prevention and control, constantly optimize epidemic prevention and control measures, and strengthen scientific and technological research and development of vaccines, rapid detection reagents and drugs, so as to make prevention and control more targeted. We should maintain strategic concentration, strive for progress while maintaining stability, and coordinate epidemic prevention and control and economic and social development.
CSRC: solidly promote the comprehensive implementation of the reform of the stock issuance registration system and spare no effort to maintain the smooth operation of the market
On March 17, Yi Huiman, Secretary of the Party committee and chairman of the CSRC, presided over the Party committee meeting. The meeting stressed the need to keep stability at the forefront, further improve the endogenous stability mechanism of the capital market, promote the resolution of key and sensitive issues related to capital market expectations, ecology and environment, and make every effort to maintain the smooth operation of the market. We will coordinate epidemic prevention and control and support economic and social development, fully implement relevant measures to support the revitalization of industrial economic operation and the development of small, medium-sized and micro enterprises, better support the real economy and help stabilize the macro-economic market.
Close to regulators: regulators of China and the United States hold talks on audit supervision cooperation and plan to reach cooperation arrangements as soon as possible
According to sources close to the regulatory authorities, senior officials of China US securities regulators held a working meeting today and fully exchanged views on the feasible path to promote China US audit and supervision cooperation. The two sides plan to further strengthen communication and reach cooperation arrangements as soon as possible within the framework of their respective laws.
The national development and Reform Commission issued the key tasks for the development of new urbanization and urban-rural integration in 2022
Actively promote the coordinated development of Beijing, Tianjin and Hebei, orderly promote the construction of Guangdong, Hong Kong and Macao Bay area, and improve the integrated development level of the Yangtze River Delta. Formulate and promulgate the key points of the annual work for the construction of Chengdu Chongqing twin city economic circle, promote the construction of a number of major projects and major platforms, and carry out the reform of appropriate separation of economic zones and administrative zones. Print and implement the implementation plan of the 14th five year plan for the development of urban agglomerations in the middle reaches of the Yangtze River, Beibu Gulf and Guanzhong Plain, and promote the establishment of a multi-level and normalized consultation and coordination mechanism for urban agglomerations.
The people’s Bank of China approved the establishment license of the two financial holding companies
The people’s Bank of China has approved the establishment license of China CITIC Financial Holding Co., Ltd. (Preparatory) and Beijing Financial Holding Group Co., Ltd. The establishment of financial holding companies by non-financial enterprises that substantially control a variety of financial institutions and bring them under supervision is an important measure to implement the deployment of the CPC Central Committee and the State Council and make up for the shortcomings of financial supervision.
The oil price will rise from tomorrow, and it will cost 29.5 yuan more to fill up a box of oil! How to adjust it later? National Development and Reform Commission Answers Questions
China Central Television financial reporter learned from the national development and Reform Commission that the specific circumstances of the oil price adjustment are as follows: China’s gasoline and diesel prices increased by 750 yuan and 720 yuan per ton respectively.
National average: 0.59 yuan per liter of No. 92 gasoline; 95 gasoline will be increased by 0.62 yuan per liter; 0 diesel increased by 0.62 yuan per liter. According to the estimation of 50L capacity of general household automobile fuel tank, filling a box of No. 92 gasoline will cost 29.5 yuan more.
Ministry of Commerce: the United States should immediately stop unreasonable crackdown on Chinese enterprises
Gao Feng, spokesman of the Ministry of Commerce, said: China has taken note of the relevant reports, which is the same as the previous practice of the Federal Communications Commission on other China Telecom Corporation Limited(601728) enterprises. The United States continues to generalize the concept of national security, abuse national power, maliciously suppress China Telecom Corporation Limited(601728) enterprises in the absence of factual basis, violate the most basic principles of non discrimination and fair competition, violate recognized international economic and trade rules, disrupt the normal market order, and damage the legitimate rights and interests of Chinese enterprises and consumers, including American users. China firmly opposes this.
Anti monopoly work conference of national market supervision system held: focus on strengthening anti-monopoly supervision and law enforcement in key areas
On March 17, the anti-monopoly working conference of the national market supervision system was held in the form of video. The meeting required to focus on boosting market expectations and confidence, strive to deepen the implementation of fair competition policy and help smooth China’s great cycle. Third, focus on stabilizing the macro economy and ensuring the well-being of people’s livelihood, strive to strengthen antitrust supervision and law enforcement in key areas, and turn the “soft power” of fair competition into the “hard power” to promote development.
Ministry of Commerce: the sales volume of new energy vehicles increased by 1.5 times year-on-year in the first two months of this year
Gao Feng, a spokesman of the Ministry of Commerce, said at a regular press conference of the Ministry of Commerce on March 17 that the sales of new energy vehicles increased by 1.5 times year-on-year in the first two months of 2022, accounting for 17.9% of the sales of new vehicles.
The consumer goods industry department of the Ministry of industry and information technology investigated the manufacturer of covid-19 virus antigen detection reagent
On March 16, the Department of consumer goods industry of the Ministry of industry and information technology, together with Beijing Municipal Bureau of economy and information technology, went to Beijing Hotgen Biotech Co.Ltd(688068) , Beijing jinwofu Bioengineering Technology Co., Ltd., Beijing Lepu Diagnostic Technology Co., Ltd., Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , to investigate the production and supply of covid-19 virus antigen detection reagent. At present, all production enterprises are increasing their horsepower, working overtime and racing against time to organize production, strive to improve production capacity as soon as possible, and produce more covid-19 virus antigen detection reagents in time with quality and quantity, so as to ensure high-quality and efficient supply and contribute to the fight against covid-19 epidemic
hot spot stocks
14 shares in the real estate sector rose by the limit! What is the signal of the change of the concept of digital currency and electronic ID card?
Wanlian securities mentioned that the fundamentals of the real estate industry are still at the bottom, and there is still no significant improvement at the sales end. Under the macro background of “stable growth”, the policy environment of the real estate industry is not expected to be worse, and the industry fundamentals are gradually bottoming out. Due to the implementation of urban policies, the improvement policies can still be expected. It is suggested to pay attention to (1) property management companies with good fundamental performance; (2) High quality real estate enterprises with financial stability and background of central enterprises / state-owned enterprises; (3) Real estate enterprises with high-quality holding properties or transformation enterprises, or effectively form a virtuous capital cycle of “development +”.
Real estate stocks lifted the limit tide, and the home sector was also “stained” Xlinmen Furniture Co.Ltd(603008) , Jiangshan Oupai Door Industry Co.Ltd(603208) and other daily limit
China Galaxy Securities Co.Ltd(601881) Securities believes that under the background of steady growth, real estate Support Policies occur frequently, reasonable housing demand will be guaranteed, and the prosperity of the real estate industry is expected to pick up. At the same time, in 2022, 315 activities, household enterprises enter the whole era and release heavy packages, which is expected to achieve brilliant achievements, boost market confidence and drive the repair of industry valuation. It is suggested to pay attention to Oppein Home Group Inc(603833) , Suofeiya Home Collection Co.Ltd(002572) , Zbom Home Collection Co.Ltd(603801) , Jason Furniture (Hangzhou) Co.Ltd(603816) and Minhua holdings, which have core competitiveness, continuous development of channels and categories, rapid growth of performance and increasing market share.
“Taking medicine” has become the strongest direction! A shares want another “drink” Anhui Golden Seed Winery Co.Ltd(600199) limit, Kweichow Moutai Co.Ltd(600519) surge
Huaan Securities Co.Ltd(600909) believes that it is appropriate to look at the quantity of scenery. The valuations of many pharmaceutical companies have reached a very reasonable range, and the uncertainty of changes brought by policies makes it impossible for many investors to start. We suggest the direction configuration of this year: Traditional Chinese medicine (policy friendly + undervalued value) + medical equipment (medical infrastructure) + scientific research reagents and upstream + other directions to find the target from bottom to top.
Theme strategies of eight securities companies: Joint voice of multiple departments and frequent actions of real estate enterprises! Is the spring of real estate stocks coming? (attached shares)
Guosen Securities Co.Ltd(002736) said that from the perspective of the industry, we dig deep into the real picture behind the real estate data. We believe that as long as the land market does not pick up, the policy relaxation will not stop. When the market sentiment is stable, the real estate stocks are still very worthy of investment. From the perspective of individual stocks, in the medium and short term, with the greater relaxation of policies in non restricted areas, the second tier leading real estate enterprises with more third and fourth tier cities will benefit more; In the medium and long term, with the withdrawal of the fast turnover mode from the historical stage and the repair of the long-term balance sheet of real estate enterprises, the leading real estate enterprises with stable operation and outstanding comprehensive strength will continue to benefit. Recommended Seazen Holdings Co.Ltd(601155) , Poly Developments And Holdings Group Co.Ltd(600048) , Gemdale Corporation(600383)
selected announcements of listed companies
Jilin Jian Yisheng Pharmaceutical Co.Ltd(002566) : the products of the company are included in the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth)
Jilin Jian Yisheng Pharmaceutical Co.Ltd(002566) ( Jilin Jian Yisheng Pharmaceutical Co.Ltd(002566) ) March 17th announcement, recently, the national health and Health Committee and the State Administration of traditional Chinese medicine jointly issued the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth). The company’s product ginseng and Shengmai injection is listed in the recommended prescriptions and recommended Chinese patent medicines for severe cases in the clinical treatment period (confirmed cases).
Chongqing Taiji Industry (Group) Co.Ltd(600129) : an Gong Niuhuang Pill and so on are included in the diagnosis and treatment plan of New Coronavirus pneumonia (trial version ninth)
Chongqing Taiji Industry (Group) Co.Ltd(600129) ( Chongqing Taiji Industry (Group) Co.Ltd(600129) ) announced in March 17th that the company’s subsidiary company, such as Huo Xiang Zheng Qi oral liquid and other agate products, agniu Niuhuang pills, Su He Xiang pills and Dexamethasone Sodium Phosphate Injection were included in the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth).
Jiangsu Kanion Pharmaceutical Co.Ltd(600557) : re Du Ning injection is included in the diagnosis and treatment plan of New Coronavirus pneumonia (trial version ninth)
Jiangsu Kanion Pharmaceutical Co.Ltd(600557) ( Jiangsu Kanion Pharmaceutical Co.Ltd(600557) ) March 17th announcement, recently, the office of the national health and Health Committee and the office of the State Administration of traditional Chinese medicine jointly issued the “New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth)”. The exclusive product of the company’s “re Du Ning Injection” is listed as a heavy and dangerous confirmed case during the clinical treatment period. Huoxiang Zhengqi multi dosage form is listed as the recommended drug in the medical observation period by the scheme.
Chongqing Sokon Industry Group Stock Co.Ltd(601127) : pure electric vehicle will be launched this year
Chongqing Sokon Industry Group Stock Co.Ltd(601127) ( Chongqing Sokon Industry Group Stock Co.Ltd(601127) ) said in the record of investor relations activities that the cooperation between the company and Huawei has created a precedent for cross-border cooperation between vehicle enterprises and ICT enterprises.
The company has full confidence and confidence in products and channels, and hopes to achieve the sales scale achieved by others in five or six years or even many years within two years. The company’s M5 has been listed and delivered, and a medium and large SUV (six seats) will be launched this year. The company is also developing a new large-size SUV, which is expected to be released in 2023. In addition, the company will launch pure electric models this year.
Shanghai Emperor Of Cleaning Hi-Tech Co.Ltd(603200) : proposed to participate in the investment and establishment of new energy project company
Shanghai Emperor Of Cleaning Hi-Tech Co.Ltd(603200) ( Shanghai Emperor Of Cleaning Hi-Tech Co.Ltd(603200) ) announced on March 17 that the company plans to jointly invest and establish a new energy project company in Hainan with Shenergy Company Limited(600642) , Shanghai Electric Group Company Limited(601727) Wind Power Group Co., Ltd. to jointly invest in the development, manufacturing, construction and operation of offshore wind farm and supporting low-carbon industrial park projects in Hainan Province. According to the agreement, Shanghai Emperor Of Cleaning Hi-Tech Co.Ltd(603200) invested 20 million yuan with its own / self raised funds, the proportion of contribution (shareholding) was 10%, and the registered capital of the project company was 200 million yuan.
Guobang Pharma Ltd(605507) : it is proposed to invest 360 million yuan in projects with an annual output of 6000 tons of sodium borohydride
Guobang Pharma Ltd(605507) ( Guobang Pharma Ltd(605507) ) it was announced on March 17 that Shandong Guobang Pharmaceutical Co., Ltd., a wholly-owned subsidiary, plans to invest 360 million yuan to build a project with an annual output of 6000 tons of sodium borohydride, 8500 tons of methyl chlorobutyrate and 89500 tons of related intermediates.
Wintime Energy Co.Ltd(600157) : establish joint ventures with China Yangtze Power Co.Ltd(600900) and others to invest in energy storage projects and other new energy projects in Henan
Wintime Energy Co.Ltd(600157) ( Wintime Energy Co.Ltd(600157) ) announced on March 17 that the company, China Yangtze Power Co.Ltd(600900) and the Henan Branch of the Three Gorges Group signed a cooperation agreement to set up a joint venture in Zhengzhou, Henan Province to jointly invest in the construction of energy storage projects and other new energy projects in Henan Province. This cooperation will accelerate the transformation of Wintime Energy Co.Ltd(600157) to the field of new energy. The joint venture expects the total installed capacity of energy storage projects and other new energy projects invested, constructed, operated and managed by 2030 to reach 10 million KW.
Sunwoda Electronic Co.Ltd(300207) : it is proposed to build a 20gwh power battery and energy storage battery production base with 8 billion yuan
Sunwoda Electronic Co.Ltd(300207) ( Sunwoda Electronic Co.Ltd(300207) ) announced on March 17 that Sunwoda Electronic Co.Ltd(300207) automobile battery plans to sign the project investment agreement of Shifang Municipal People’s government with Shifang municipal government. The project investment is mainly used to build new production bases such as power battery and energy storage battery cell, module, pack and battery system. The total investment of the project is planned to be 8 billion yuan, and the production base of 20gwh power battery and energy storage battery is planned to be built.
Shandong Linglong Tyre Co.Ltd(601966) : the controlling shareholder intends to increase its shares by 150200 million yuan
Shandong Linglong Tyre Co.Ltd(601966) ( Shandong Linglong Tyre Co.Ltd(601966) ) announced on March 17 that Linglong group, the controlling shareholder of the company, plans to increase its shares by 150200 million yuan. There is no price range for this increase, and the period is within 6 months from the date of disclosure of this announcement.
Polaris Bay Group Co.Ltd(600155) : it is proposed to repurchase shares with no more than 400 million yuan
Polaris Bay Group Co.Ltd(600155) ( Polaris Bay Group Co.Ltd(600155) ) announced on March 17 that it planned to repurchase the company’s shares with no more than 400 million yuan. The capital source of the shares to be repurchased this time is the legally raised funds such as the issuance of corporate bonds.
Sinoma Science & Technology Co.Ltd(002080) : it is proposed to build a special wet diaphragm production line for lithium batteries with an annual output of 560 million square meters with an annual output of 1.57 billion yuan
Sinoma Science & Technology Co.Ltd(002080) ( Sinoma Science & Technology Co.Ltd(002080) ) announced on March 17 that Sinoma lithium membrane, a subsidiary, plans to invest 1.57 billion yuan in Tengzhou Economic Development Zone, Zaozhuang City, Shandong Province to build a “special wet diaphragm production line for lithium batteries with an annual output of 560 million square meters”; Sinoma blade, a subsidiary, plans to establish Sinoma Science & Technology Co.Ltd(002080) (Yulin) wind power blade Co., Ltd. in Yulin City, Shaanxi Province, and invest 379 million yuan to build the “annual output of 300 sets of wind power blade manufacturing base project”; Sinoma blade, a subsidiary, plans to establish Sinoma Science & Technology Co.Ltd(002080) (Yangjiang) wind power blade Co., Ltd. in Yangjiang City, Guangdong Province, and invest 490 million yuan to build the “annual output of 200 sets of offshore wind power blade manufacturing base project”.
Shenzhen Mtc Co.Ltd(002429) : it is proposed to invest 5 billion yuan in the construction of mini LED chip and RGB small spacing LED display module project
Shenzhen Mtc Co.Ltd(002429) ( Shenzhen Mtc Co.Ltd(002429) ) announced on March 17 that the company plans to invest 5 billion yuan in the construction of mini LED chip and RGB small spacing LED display module project in Nanchang high tech Zone. The project plans to purchase 52 cavity MOCVD equipment and corresponding capacity chips and supporting equipment for the production of gallium nitride Mini LED chips, and add Tus-Design Group Co.Ltd(300500) small spacing LED display module production lines using cob technology. The project is expected to complete the equipment installation and commissioning and officially put into operation in 2023.
Leon Technology Co.Ltd(300603) : it is proposed to invest 5 billion yuan to establish Anyun data (Chengdu Jianyang) No. 1 base project
Leon Technology Co.Ltd(300603) ( Leon Technology Co.Ltd(300603) ) announced on March 17 that the company plans to invest in “Leong cloud data (Chengdu Jianyang) No. 1 base project” in Jianyang City and sign the investment agreement with the people’s Government of Jianyang City. After the agreement takes effect, the company will obtain relevant land use rights in Jianyang City by participating in bidding and listing, and build a smart Industrial Park dominated by data center. The total investment of the project is planned to be 5 billion yuan and the planned construction period is 48 months.
Ping An Insurance (Group) Company Of China Ltd(601318) : the proposed long-term service plan in 2022 exceeds 4.4 billion yuan
Ping An Insurance (Group) Company Of China Ltd(601318) ( Ping An Insurance (Group) Company Of China Ltd(601318) ) on March 17, the implementation plan of 2022 long-term service plan was disclosed. There were 90960 core talents who voluntarily participated in the company’s 2022 long-term service plan, with a total participation capital of 4.439 billion yuan, which came from the amount of salary payable by employees.
