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 refers to the net sale of 6.6 billion yuan of funds from four consecutive Yin north directions
The three major A-share indexes collectively closed lower today, with the Shanghai index falling 0.25% to close at 3586.08 points; The Shenzhen Component Index fell 0.66% to close at 14429.51; The gem index fell 1.08% to close at 3127.48, and the daily K-line was negative for four consecutive days. The market turnover reached 1.13 trillion yuan, and the industry sector rose more or fell less. The sectors of traditional Chinese medicine, lithium extraction from salt lakes and cement building materials led the rise, while the sectors of yuancosmos and airports led the decline. Northbound funds sold a net 6.638 billion yuan today.
Gem index fell nearly 6% on the 3rd! The concept of meta universe was severely frustrated all day, and the Chinese medicine plate was strongly repaired in the afternoon
Today, the major indexes rebounded from the bottom, but still fell slightly. The gem index led the decline for three consecutive days. On the disk, the concept stocks of the Winter Olympic Games in early trading had a strong intraday shock, and the traditional Chinese medicine plate was strongly repaired in the afternoon. In terms of decline, the yuan universe plate, which led the rise against the trend yesterday, fell ahead. In the afternoon, the Chinese medicine sector was strongly repaired, and Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) , Renhe Pharmacy Co.Ltd(000650) rose one after another. Previously, Kanghui pharmaceutical and other stocks rose.
Large infrastructure, salt lake lithium plate rose sharply! Why did the index fall? The agency said there was no need to be pessimistic about the adjustment
Today, the A-share market staged a deep V trend, and the index still fell, but the performance of individual stocks was not poor. From the perspective of industry performance, among the Shenwan level industries, the building decoration, building materials and steel industries led the increase, the central enterprise index of large infrastructure increased by 4.96%, the limit of Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) in the plate, China Communications Construction Company Limited(601800) , China National Chemical Engineering Co.Ltd(601117) increased by more than 6%. Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) the whole day turnover was 3.25 billion yuan, with a total market value of 127.9 billion yuan.
Dragon and tiger list: 416 million rush to raise Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) foreign capital net bought 3 shares, and institutions net bought 23 shares
On January 6, Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 416 million yuan in the three days. Data show that the stock rose 7.37% during the day and 19.72% in the past three days. The top net inflow of funds was CICC Shanghai Branch, which bought 48.4198 million yuan on the third day. A total of 35 stocks were involved in the institutional participation list, of which 23 were net bought by the institution, Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) was the most bought, with a net purchase of 364 million yuan in three days. In addition, 12 shares were sold by institutions, and Fujian Snowman Co.Ltd(002639) was sold the most, amounting to 41.3459 million yuan.
Resumption of 99 trading limit shares: Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) 6 board Fujian Snowman Co.Ltd(002639) 2 board Shenzhen Sunrise New Energy Co.Ltd(002256) back sealing
Today (January 6), the three major indexes continued to adjust, and the gem index led the decline for three consecutive days. The turnover of the two cities was 1136.7 billion, a decrease of 168.5 billion compared with the previous trading day. In terms of individual stocks, the Winter Olympics concept is hot, Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) 6 connected boards, Fujian Snowman Co.Ltd(002639) 2 connected boards after breaking boards, Cofco Engineering & Technology Co.Ltd(301058) 20cm Dayang reverse package, and many stocks such as Laiying sports, Beijing Jingcheng Machinery Electric Company Limited(600860) , Beijing North Star Company Limited(601588) rose by the limit; A total of 99 shares rose today, an increase of 26 shares over the 73 share limit of the previous trading day.
blockbuster news
The Standing Committee of the Political Bureau of the CPC Central Committee held a meeting Xi Jinping and presided over the meeting
The Standing Committee of the Political Bureau of the CPC Central Committee held an all day meeting on January 6 to listen to the work reports of the Standing Committee of the National People’s Congress, the State Council, the CPPCC National Committee, the Supreme People’s court and the Supreme People’s Procuratorate, and the work report of the Secretariat of the CPC Central Committee. The general secretary of the CPC Central Committee Xi Jinping presided over the meeting and delivered an important speech.
State Council Office: support the pilot use of digital RMB in retail transactions, living expenses, government services and other scenarios
The State Council Office issued the overall plan for the pilot of comprehensive reform of market-oriented allocation of factors, which pointed out that we should increase the supply of effective financial services and support the pilot use of digital RMB in retail transactions, living payment, government services and other scenarios. We will innovate the combination of stocks and bonds in the new third board market and enrich the investment and financing tools for small and medium-sized enterprises. Select a regional equity market with standardized operation safety and strong risk management ability to carry out pilot system and business innovation. Explore the mechanism of strengthening the cooperation and connection between regional equity markets and national securities markets.
Yi Huiman: the conditions for the full implementation of the registration system have been gradually met
Yi Huiman, chairman of the CSRC, said that in 2022, the CSRC will strive to achieve “three stabilities and three advances” and actively contribute to stabilizing the macro-economic market. Yi Huiman said that in 2022, the CSRC will reflect the requirements of reform, opening up and serving the high-quality development of the real economy. The central economic work conference pointed out that the stock issuance registration system should be fully implemented. Yi Huiman said that at present, the pilot of the registration system has reached the expected goal, and the conditions for the full implementation of the registration system have been gradually met. The CSRC is speeding up the formulation of the reform plan of the whole market registration system to ensure the smooth implementation of this major reform.
National Copyright Administration: all digital music platforms shall not sign exclusive copyright agreements except under special circumstances
The National Copyright Administration today interviewed major record companies, song and lyrics copyright companies and digital music platforms in Beijing, requiring all parties in the digital music industry to work together to maintain the order of digital music copyright and build a good ecology of digital music copyright. The interview stressed that except for special circumstances, it is not allowed to sign exclusive copyright agreements, and actively explore the licensing mechanism of new scenes and new formats of music works; Establish a digital music copyright operation mode in line with market demand.
Jiangsu Taizhou housing association requires real estate enterprises to “not maliciously reduce prices” and has issued a price limit order in more than 20 cities
Recently, Jiangsu Taizhou Real Estate Association issued a proposal to all real estate enterprises, requiring all real estate enterprises to strengthen industry self-discipline and standardize business behavior; Legally and reasonably determine the sales price, scientifically and rationally formulate the promotion plan, do not maliciously reduce the price, and do not take unfair means of vicious competition. Since August 2021, more than 20 cities have taken corresponding measures for substantial price reduction of real estate enterprises, including Yueyang, Guilin, Kunming, Shenyang, Jiangyin, Zhuzhou, Tangshan, etc. These cities may directly issue a “price limit order”, or hold a symposium to prevent “malicious price reduction” of real estate enterprises, or conduct interviews with relevant price reduction real estate enterprises.
Cbcirc: at the end of November, real estate loans increased by 8.4% year-on-year, and buyers’ reasonable housing needs were further met
At the press conference held on January 6, the CBRC said that at the end of November 2021, real estate loans increased by 8.4% year-on-year, remained stable as a whole, the reasonable housing needs of buyers were further met, and more than 90% of personal housing loans were used to support the first loan. Financial support for the construction of indemnificatory housing in the long-term rental housing market has been strengthened, and the growth rate of loans invested in the housing rental market is close to 5 times the average growth rate of various loans.
The rising trend can’t stop the car! Why did the average price of lithium carbonate stand firm and accelerate the jump of 300000 price?
The price of lithium battery industry chain continues to rise, and the price of lithium carbonate, which has attracted much attention, has accelerated and jumped, standing at the level of 300000 yuan / ton. According to the data released by Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) , the quotation of some lithium battery materials rose again today, and cobalt trioxide rose 10000 yuan / ton; Lithium hydroxide increased by 6000-8500 yuan / ton. Among them, the price of lithium carbonate increased by 7500 yuan / ton, with an average price of 302500 yuan / ton. Compared with the price of 280000 yuan / ton at the end of 2021, the price of lithium carbonate increased by nearly 10% this year.
The three departments issued the latest documents and expanded the development space of scenery and biomass energy
On January 6, the national energy administration, the Ministry of agriculture and rural areas and the National Bureau of Rural Revitalization issued the notice on the implementation opinions on accelerating the transformation and development of rural energy and Promoting Rural Revitalization (hereinafter referred to as the opinions). The main objectives of the opinions are to build a number of green and low-carbon pilot projects for rural energy by 2025, continuously increase the proportion of wind power, Cecep Solar Energy Co.Ltd(000591) , biomass energy and geothermal energy in rural energy, further enhance the guarantee capacity of rural power grid, develop and expand distributed renewable energy, and widely apply new green and low-carbon models and new business forms, The new energy industry has become an important supplement to the rural economy and an important channel for increasing farmers’ income, and the formation of a green and diversified rural energy system has been accelerated.
The whole county is getting better! The installed capacity of distributed photovoltaic will continue to develop rapidly
The state no longer promotes the whole county? Should the development progress of distributed photovoltaic slow down? These rumors that appeared in the market last month now look more like false rumors. At the whole county promotion partnership meeting of distributed PV opened this afternoon, many industry experts and central enterprises were still strongly optimistic about distributed PV and believed that the whole county promotion of distributed PV would play an important role in the national realization of the “double carbon” goal in the future.
hot plate stocks
It’s time to prepare for the Winter Olympics! Which plates of A-share rush to the air outlet? Figure 1 understand the four key layout directions
In nearly a month, the 2022 Beijing Winter Olympic Games will officially begin. Haitong Securities Company Limited(600837) said this morning that from the perspective of market hot spots, as it is close to the opening of the Beijing Winter Olympic Games, investors can pay appropriate attention to the sectors supported by the Winter Olympic concept, such as digital RMB, hydrogen energy and 5g, under the background of new infrastructure, carbon neutralization and other policies. China Securities Co.Ltd(601066) the research report points out that the 2022 Beijing Winter Olympic Games will carry out the largest digital RMB pilot in history, and the promotion of bank app wallet and hardware wallet has been carried out smoothly. With the pilot implementation of the Winter Olympic Games scene, digital RMB is expected to be promoted on a large scale in the future.
Chinese medicine has become the main force of price rise! This plate 8 shares trading limit “lithium” Uncle hi again!
Huaxin securities mentioned that the stock market at the end of the year pushed up the price of lithium salt and accelerated the upward trend. Lithium resources will still be in short supply in 2022, and enterprises mastering lithium resources will fully benefit. The lithium industry will usher in a dividend period of profit and market scale growth. Enterprises that master upstream resources and have sufficient capital and technology to expand production capacity will usher in a period of rapid development.
Xiamen Zhongchuang Environmental Technology Co.Ltd(300056) “20cm” limit! The environmental protection sector has more leading triple boards
Galaxy Securities pointed out that the utilization of renewable resources will become the focus of vigorous development in the 14th five year plan. In recent years, China has issued a series of laws, regulations and policies related to the utilization of renewable resources. The development of renewable resources industry has accelerated, the market space has opened rapidly, and relevant enterprises will also usher in a period of rapid growth. Hazardous waste recycling, waste incineration, recycled plastics and other fields deserve attention. It is recommended that Beijing Geoenviron Engineering & Technology Inc(603588) , Zhefu Holding Group Co.Ltd(002266) be recycled by hazardous waste recycling; Recycled plastic recycling faucet Shandong Intco Recycling Resources Co.Ltd(688087) .
Finally! Is the violent rebound of lithium and hydrogen energy worth pursuing? Winter Olympics industrial chain concept takes off!
Citic Securities Company Limited(600030) said that recently, the market’s concern about the rapid rise of lithium price and “insufficient lithium supply” led to a significant adjustment in the lithium sector. We judge that the new global lithium supply in 2022 can meet the growth of downstream demand, and lithium will not become a hard constraint on the development of electric vehicle industry. Subject to the development cycle of mineral resources, we expect lithium to become one of the most sustainable links in the power battery industry chain.
Theme strategies of eight securities companies: the second spring? This one trillion level track violent rebound! Combing the targets of hydrogen energy industry chain
Guorong Securities said that the hydrogen energy industry is about to usher in a 10 fold growth, and the trillion track is opening. According to the 2020 report on the development of China’s hydrogen energy industry, it is estimated that China’s hydrogen fuel cell vehicles will be close to 100000 by 2025. At present, the cumulative sales of fuel cells in China is 8313, and there is expected to be 10 times more room for growth during the 14th five year plan period. The accelerated development of hydrogen fuel cell vehicle industry is expected to drive the multi link application expansion of upstream hydrogen production and storage, midstream hydrogen fuel cell and downstream vehicle, and the industry market space is expected to exceed trillion.
selected announcements of listed companies
China Tungsten And Hightech Materials Co.Ltd(000657) : the intelligent production line of medium and coarse tungsten carbide powder of the subsidiary was put into operation
China Tungsten And Hightech Materials Co.Ltd(000657) (000657) it was announced on January 6 that recently, Zhuzhou Hardware Co., Ltd., a wholly-owned subsidiary of the company, held the unveiling and commissioning ceremony of the intelligent production line of medium and coarse tungsten carbide powder. The project was completed about 3 months ahead of schedule and passed the completion acceptance.
Zhejiang Wanliyang Co.Ltd(002434) acquire 51% shares of Zhejiang Wanliyang Co.Ltd(002434) energy to promote the expansion and strengthening of energy storage and other businesses
On January 6, Zhejiang Wanliyang Co.Ltd(002434) (002434) signed an equity transfer agreement with Zhejiang Wanliyang Co.Ltd(002434) group. The former purchased 51% of the shares of Zhejiang Wanliyang Co.Ltd(002434) energy company held by Zhejiang Wanliyang Co.Ltd(002434) group and other shareholders for 110 million yuan. Zhejiang Wanliyang Co.Ltd(002434) the energy company is mainly engaged in the investment and operation of energy storage power stations, with a revenue of 27.7049 million yuan and a net profit of 7.0703 million yuan in 2021. The company said that the acquisition is conducive to promoting Zhejiang Wanliyang Co.Ltd(002434) energy company to continuously expand and strengthen energy storage, spot trading in power market and other related businesses, and create new business and profit growth points for the company’s future development.
Shifeng Cultural Development Co.Ltd(002862) : it is proposed to increase capital to obtain no less than 20% equity of ring lithium new energy
Shifeng Cultural Development Co.Ltd(002862) (002862) announced on January 6 that the company plans to obtain no less than 20% equity of Chongqing Huanli New Energy Technology Co., Ltd. through capital increase, and the specific amount and proportion of capital increase have not been finalized.
Anhui Xinke New Materials Co.Ltd(600255) : it is proposed to build a precision electronic copper strip project with an annual output of 18000 tons
Anhui Xinke New Materials Co.Ltd(600255) (600255) announced on January 6 that it plans to sign a capital contribution agreement with Juneng technology to jointly invest in the establishment of Jiangxi Xinke Electronic Materials Co., Ltd. and invest in the construction of a precision electronic copper belt project with an annual output of 18000 tons, with a total investment of 647 million yuan.
Changzheng Engineering Co.Ltd(603698) : it is proposed to sign the contract of 1.466 billion yuan coal clean and efficient comprehensive utilization project with Cangzhou gas
Changzheng Engineering Co.Ltd(603698) (603698) announced on January 6 that it plans to sign the EPC contract for clean and efficient comprehensive utilization of coal (air separation, gasification, purification units and their supporting works) with aerospace hydrogen Cangzhou Gas Co., Ltd., with a total contract amount of 1.466 billion yuan. The performance of the contract will have a positive impact on the company’s financial status and operating results in the current and future fiscal years, and help to improve the company’s overall profitability.
Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) : it is proposed to replace the assets of the real estate sector with the assets related to the high-quality power grid auxiliary industry of the controlling shareholder
Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) (601669) announced on January 6 that it is planned to replace the assets held in the real estate sector with the high-quality power grid auxiliary assets held by the controlling shareholder of the company, power construction group, and the appraisal value of the owner’s equity of the assets is 24.653 billion yuan.
Beijing Scitop Bio-Tech Co.Ltd(300858) : scientific experiments and clinical verification have been carried out on the anti Helicobacter pylori efficacy of some core strains
Beijing Scitop Bio-Tech Co.Ltd(300858) (300858) disclosed the announcement of stock trading changes on January 6. The company is a high-tech enterprise mainly engaged in the R & D, production and sales of compound food additives, edible probiotic products and animal and plant probiotics. In recent years, the company has conducted scientific experiments and clinical verification on the anti Helicobacter pylori efficacy of some core strains, and is applying for relevant patents. There are uncertainties in the final results of relevant scientific experiments, clinical validation and whether the patent application can be authorized.
Han’S Laser Technology Industry Group Co.Ltd(002008) : Han’s CNC gem IPO registration was approved by the CSRC
Han’S Laser Technology Industry Group Co.Ltd(002008) (002008) it was announced on January 6 that the CSRC has approved the registration application for the initial public offering of shares and listing on the gem of Han’s CNC, the holding subsidiary of the company.
