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 stock index rose by more than 1%: coal stocks rose sharply, with a net purchase of 8.4 billion yuan from the north
On March 18, the stock index fluctuated in a narrow range in the morning and rose higher in the afternoon driven by the financial, real estate and other sectors, breaking through 3250 points; The Shenzhen Component Index and the gem index fell by more than 1% and also rose in the afternoon; The transaction volume of the two cities shrank, with less than trillion transactions throughout the day. There was a significant net inflow of funds from the north in the afternoon, with a net purchase of more than 8 billion yuan throughout the day.
The Shanghai stock index has been rising for three consecutive days! The northward capital sweeps goods on a large scale, and the financial sector makes great efforts across the board
After a brief sorting in the morning, in the afternoon of March 18, with the help of big finance and powerful sectors, A-Shares made renewed efforts, with the Shanghai index rising by more than 1% and the daily line “three consecutive positive”. The total market value of A-Shares increased by more than 720 billion yuan, and more than 3500 stocks in the two cities were popular. The net inflow of main funds continued. According to the data, wandequan received a net inflow of 16.957 billion yuan of main funds within a day, and the main funds actively scrambled to raise real estate, construction, pharmacy, biotechnology, agriculture and other sectors.
Up more than 1%! Coal construction “fly together” A shares have bottomed out? How to grasp the current time point?
Guosheng Securities believes that there may not be a “market bottom” in the future market. The winning rate above 3000 points is high. Don’t hesitate too much. The later market may not be achieved overnight, but there is still a high probability of fluctuations in the way of advance, two retreat and one retreat. In terms of strategy, focus on three directions: first, the direction of semiconductor and photovoltaic with high growth in the first quarter; Second, the new direction of infrastructure construction under steady growth; The third is the chain drugstore direction of covid-19 antigen sales.
Dragon and tiger list: 190 million rush to raise China Meheco Group Co.Ltd(600056) foreign capital net buy 3 shares, institutions net buy 4 shares
On March 18, China Meheco Group Co.Ltd(600056) , with a net inflow of 190 million yuan in the three days, was the largest net inflow among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, with a cumulative increase of 33.09% in the past three days. The net inflow of funds into the top Shanghai Stock connect bought 194 million yuan. There are 20 stocks involved in the list of institutions participating in the dragon and tiger list, of which 4 stocks are net bought by institutions, and Shanghai Labway Clinical Laboratory Co.Ltd(301060) is the most bought, amounting to 574817 million yuan. In addition, 16 shares were sold the most, and China Meheco Group Co.Ltd(600056) was sold the most, with a net sale of 216 million yuan in three days.
Resumption of trading of 130 shares: 6 Shanxi Fenghuo Electronics Co.Ltd(000561) 3 day 10 board Zhejiang Construction Investment Group Co.Ltd(002761) 4 board Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) limit
Today (March 18), the three major indexes rose in the afternoon, led by the Shanghai index. The turnover of the two cities was 990.5 billion, a decrease of 284.9 billion compared with the previous trading day. On the disk, building energy conservation, coal, rental and sale rights, tourism and other sectors led the increase, while electronic ID card, digital currency, hjt, automobile chip, East digital West computing and other sectors led the decline. A total of 130 shares rose by the daily limit today, an increase of 13 shares compared with the daily limit of 117 shares on the previous trading day.
The stock index shrank by more than 1%, and 12 shares, including Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Anhui Golden Seed Winery Co.Ltd(600199) and so on, reached a record high
On March 18, the Shanghai stock index closed at 325107 points, up 1.12%; Shenzhen composite index closed at 1232865 points, up 0.31%; The gem index closed at 271379 points, up 0.11%. According to the data of China stock market news choice, the intraday share prices of 12 stocks hit a record high today, including Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Anhui Golden Seed Winery Co.Ltd(600199) , China Meheco Group Co.Ltd(600056) , etc. Data show that the intraday share prices of eight stocks hit a record low today, including Essence Information Technology Co.Ltd(688555) and so on
blockbuster news
Central bank, China Securities Regulatory Commission, etc.: financial support for high-quality development and construction of common prosperity demonstration area in Zhejiang
On March 18, the people’s Bank of China, Bank Of China Limited(601988) Insurance Regulatory Commission, China Securities Regulatory Commission, the State Administration of foreign exchange and the people’s Government of Zhejiang Province issued opinions on financial support for Zhejiang’s high-quality development and construction of a demonstration area of common prosperity. The opinions proposed to strengthen the supervision of anti-monopoly and anti unfair competition in the financial field, prevent the disorderly expansion of capital, realize the whole chain supervision in advance, in the process and afterwards, and resolutely maintain fair competition in the financial market.
Two ministries and commissions: further implement preferential income tax policies for small and micro enterprises
In order to further support the development of small and micro enterprises, the relevant tax policies are hereby announced as follows: the part of the annual taxable income of small and micro profit enterprises that exceeds 1 million yuan but does not exceed 3 million yuan shall be included in the taxable income at a reduced rate of 25%, and the enterprise income tax shall be paid at a tax rate of 20%.
Speed up the construction of automotive chip standard system! The Ministry of industry and information technology issued the key points of automobile standardization, and the battery safety and power exchange standards are deployed
The Ministry of industry and information technology said that it would speed up the construction and improvement of the charging and replacement standard system of electric vehicles, and promote the formulation of standards for pure electric vehicle on-board power replacement system, power replacement and use platform, power replacement battery pack and so on; Carry out research and verification on the upgrading scheme of high-power charging technology for electric vehicles, and accelerate the revision and release of a series of standards such as conductive charging connection devices for electric vehicles.
CSRC: further promote the pilot of public offering REITs and further promote the virtuous cycle of investment and financing
At present, the CSRC is working with relevant ministries and commissions to further promote the pilot of infrastructure REITs, improve the system and mechanism, broaden the scope of the pilot, give better play to the functional role of public offering REITs, further promote the virtuous cycle of investment and financing and help the development of the real economy.
Ministry of Finance: stamp duty on securities transactions from January to February was 73.7 billion, an increase of 10.7% year-on-year
Ministry of Finance: stamp duty from January to February was 113.7 billion yuan, a year-on-year increase of 13.3%. Among them, the stamp duty on securities transactions was 73.7 billion yuan, a year-on-year increase of 10.7%. From January to February, the national general public budget revenue was 4620.3 billion yuan, a year-on-year increase of 10.5%. Among them, the central general public budget revenue was 2277.1 billion yuan, a year-on-year increase of 11.3%.
Ministry of Finance and China Securities Regulatory Commission: strengthening the assessment and control of the risk of income fraud of listed companies
Strengthen the assessment and control of income fraud risk. First, pay attention to the related risks of falsely increasing income or recognizing income in advance for the purpose of whitewashing financial statements, undercounting income or delaying the recognition of income for the purpose of reducing tax burden and transferring profits during the reporting period. Second, pay attention to the effectiveness of internal control processes and control measures such as customer credit investigation, the authenticity of business background of transaction contract, the authenticity of capital asset transaction, the rationality of sales model and the fairness of transaction price.
Some lithium enterprises and relevant departments have recently participated in the symposium: they mainly understand the market situation, which is the normal Symposium of the industry
Relevant departments recently held discussions with relevant lithium enterprises, mainly related to the lithium salt market.
An executive of the participating enterprises said that the meeting was just to understand the market conditions, such as upstream and downstream production and operation, lithium carbonate shortage, how to speed up the release of lithium resource supply outside China, and let all parties put forward suggestions, “which is a normal discussion in the industry”.
State film administration: cinemas in medium and high-risk areas will not be opened for the time being
According to the website of the state film administration, recently, the local epidemic situation in China has shown the characteristics of many points, wide range and frequent occurrence. The epidemic situation in some areas has increased rapidly, and the risk of social spread and spillover is relatively high. The whole film industry should resolutely implement the decision and deployment of the CPC Central Committee on strictly grasping the epidemic prevention and control, and make every effort to do a good job in the epidemic prevention and control of cinemas.
The state will implement the centralized procurement of artificial joints in Hainan on the 25th, with an average price reduction of 82%
Recently, Hainan Medical Security Bureau issued the notice on the implementation of centralized procurement of artificial joints organized by the state, which made it clear that the centralized procurement of artificial joints organized by the state will be implemented in Hainan on March 25. The average price of the selected hip joint decreased from 35000 yuan to about 7000 yuan, and the selected knee joint decreased from 32000 yuan to about 5000 yuan, with an average price reduction of 82%
hot spot stocks
Big rise! The insurance sector is undervalued? 10 share limit! Are real estate stocks worth chasing?
China Industrial Securities Co.Ltd(601377) pointed out that at present, as the end of China’s policy has been clear, the early easing measures have gradually taken effect, driving the economic data in February better than expected. Recently, the decision-making level has still called for the “steady growth” policy on many important occasions, and the “wide currency” and “wide credit” have been increasing. At the same time, the external environment is also gradually improving. Therefore, we believe that the most panic time is in the past, and the market is expected to usher in a phased repair window in the next month.
China Meheco Group Co.Ltd(600056) again limit Ping An Insurance (Group) Company Of China Ltd(601318) leads the violent rise of the insurance sector in the afternoon!
For the insurance sector, Zheshang Securities Co.Ltd(601878) pointed out that on March 16, the financial development and stability Commission of the State Council held a special meeting to release the positive signal of stabilizing growth and market, emphasizing that relevant departments should earnestly assume their responsibilities and coordinate with the financial management department in advance for major policies affecting the market to maintain the stability and consistency of policy expectations. Although the liability side of insurance companies is still under pressure, the expectation of the investment side will be improved, the risk uncertainty will be reduced, and the valuation will be improved in stages. The current valuation of the insurance sector is low and the safety margin is high, maintaining the “optimistic” rating of the industry.
Energy stocks are blowing Yunnan Energy Investment Co.Ltd(002053) and other green power sectors with daily limit tide or double click?
Northeast Securities Co.Ltd(000686) mentioned that in recent years, the rapid progress of new energy technology has led to the continuous decline of the acquisition cost of green power, and the large-scale application of green power has gradually become realistic and economical. The energy revolution in which green power gradually replaces oil and gas as the main energy has become an inevitable trend. From the perspective of orders, green power business has effectively relay housing construction as the main growth momentum. The sector is still at a low valuation, and the holding of green power assets is an effective support for the market value.
Eight brokerage theme strategies: build a green building analysis framework! What opportunities? Full sorting of industrial chain targets
Guosheng Securities said that green building is an important direction of industrial upgrading and breeds new opportunities for rich growth and investment. The construction industry is a pillar industry of the national economy. With the continuous improvement of China’s top-level design of green buildings, green buildings that can save resources, protect the environment, reduce pollution and provide people with healthy, applicable and efficient use space have gradually become the main line of the transformation and upgrading of the construction industry, breeding new opportunities for rich growth and investment
selected announcements of listed companies
Apeloa Pharmaceutical Co.Ltd(000739) : MPP authorizes Apeloa Pharmaceutical Co.Ltd(000739) and other 35 pharmaceutical enterprises to produce Pfizer’s oral covid-19 therapeutic drugs
Apeloa Pharmaceutical Co.Ltd(000739) ( Apeloa Pharmaceutical Co.Ltd(000739) ) announced on March 18. Recently, MPP (the “drug patent pool organization”) issued an announcement and relevant media reports. MPP authorized Apeloa Pharmaceutical Co.Ltd(000739) and other 35 pharmaceutical enterprises to produce Pfizer’s oral covid-19 therapeutic drugs. This license is non exclusive; The licensed areas are 95 low-income countries or regions such as India, Pakistan and Vietnam, excluding China.
Tasly Pharmaceutical Group Co.Ltd(600535) : Huoxiang Zhengqi dropping pills and other products are listed in covid-19 pneumonia diagnosis and treatment plan (trial version 9)
Tasly Pharmaceutical Group Co.Ltd(600535) ( Tasly Pharmaceutical Group Co.Ltd(600535) ) March 18th 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 company’s and company’s control group’s “Xiang Xiang Zheng Qi dripping pills” is listed as the recommended medicine during the medical observation period. Xingnaojing injection is listed as a heavy and dangerous recommendation. Angong Niuhuang Pill is listed as the recommended drug for severe cases.
Jiangsu Sidike New Materials Science & Technology Co.Ltd(300806) : proposed to cooperate with Suzhou Anjie Technology Co.Ltd(002635) Shehe Hydrogen Energy Technology Co., Ltd.
Jiangsu Sidike New Materials Science & Technology Co.Ltd(300806) ( Jiangsu Sidike New Materials Science & Technology Co.Ltd(300806) ) announced on March 18 that the company plans to jointly invest with Suzhou Anjie Technology Co.Ltd(002635) to establish a joint venture Suzhou andick Hydrogen Energy Technology Co., Ltd. the company signed an investment agreement with Suzhou Anjie Technology Co.Ltd(002635) on matters related to this foreign investment on March 17, 2022. The registered capital of the joint venture is proposed to be 24 million yuan, of which Jiangsu Sidike New Materials Science & Technology Co.Ltd(300806) subscribed 10.8 million yuan, accounting for 45% Suzhou Anjie Technology Co.Ltd(002635) subscribed capital contribution of 13.2 million yuan, accounting for 55%. This investment is conducive to expanding the core parts business of hydrogen fuel cell.
Zhejiang Orient Gene Biotech Co.Ltd(688298) : covid-19 virus antigen detection reagent added Japanese PMDA sales license and Saudi MDMA certification
Zhejiang Orient Gene Biotech Co.Ltd(688298) ( Zhejiang Orient Gene Biotech Co.Ltd(688298) ) announced on March 18 that the company’s covid-19 virus antigen detection reagent (including self-test) has added Japanese PMDA sales license and Saudi MDMA certification on the basis of obtaining EU CE certification, US FDA certification, China nmpa certification and corresponding markets; And New Coronavirus nucleic acid test kit (direct fluorescent PCR) added Thailand certification, is conducive to expanding the international market, serving the international COVID-19 virus epidemic prevention needs. In addition, the company added the US fda510k certification of group A Streptococcus rapid detection reagent (pharyngeal swab), which further enriched the company’s product types of respiratory disease detection reagents in the US market on the basis of obtaining the US fdaeua certification or market access of covid-19 antibody / antigen detection reagent. In addition, the company added five new nmpa class III medical device registration certificates for drug detection series reagents.
Beijing Shunxin Agriculture Co.Ltd(000860) 5 1, raise part of the price of Baijiu
Beijing Shunxin Agriculture Co.Ltd(000860) ( Beijing Shunxin Agriculture Co.Ltd(000860) ) March 18th announcement, decided by the company, based on the original price, according to the different quality grades, with net content 500ml as the accounting unit, Qingxiang Baijiu: raised 3 yuan to 15 yuan; Luzhou Baijiu: raised 10 yuan to 15 yuan.
The price adjustment is planned to be implemented from May 1, 2022.
Eve Energy Co.Ltd(300014) : selected as the supplier of Bosch to provide lithium-ion power battery for Bosch
Eve Energy Co.Ltd(300014) ( Eve Energy Co.Ltd(300014) ) it was announced on March 18 that the company had recently received a notice from Robert Bosch GmbH (hereinafter referred to as “Bosch”) about the supplier’s fixed point. The company was selected as the supplier of Bosch to provide Bosch with lithium-ion power batteries for auxiliary applications of electric vehicles in the global market.
China Meheco Group Co.Ltd(600056) : the company completes the import customs clearance procedures of the first batch of Pfizer covid-19 drugs
China Meheco Group Co.Ltd(600056) ( China Meheco Group Co.Ltd(600056) ) issued a notice on March 18th, which signed an agreement with Pfizer Inc. The company will be responsible for the commercial operation of Pfizer Inc COVID-19 virus treatment PAXLOVID in Chinese mainland market in the period of agreement (2022). The product is included in the ninth edition of the diagnosis and treatment plan, but has not entered the national medical insurance for the time being. If it is included in the national medical insurance, it may have an impact on the sales price. The final use and sales of the product are affected by factors such as epidemic prevention and control, and there is great uncertainty. It is expected that the relevant business scale accounts for a small proportion of the company’s overall business volume, which has no significant impact on the company’s recent operating performance. On March 17, the company completed the import customs clearance procedures of the first batch of this product and is fully cooperating with the state in the fight against covid-19 epidemic.
Tongkun Group Co.Ltd(601233) : it is proposed to repurchase shares with RMB 500 million to RMB 1 billion
Tongkun Group Co.Ltd(601233) ( Tongkun Group Co.Ltd(601233) ) announced on March 18 that it is planned to buy back shares by means of centralized bidding transaction for the later implementation of employee stock ownership plan or equity incentive plan, or conversion of convertible corporate bonds issued by listed companies. The total amount of repurchase funds shall not be less than 500 million yuan, not more than 1 billion yuan, and the repurchase price shall not exceed 25.00 yuan / share.
Autobio Diagnostics Co.Ltd(603658) : it is proposed to repurchase shares with RMB 150 million to RMB 300 million
Autobio Diagnostics Co.Ltd(603658) ( Autobio Diagnostics Co.Ltd(603658) ) announced on March 18 that the company plans to buy back the company’s shares in the form of centralized bidding transaction for the implementation of employee stock ownership plan or equity incentive. The proposed repurchase amount is not less than 150 million yuan and not more than 300 million yuan, and the repurchase price is not more than 60 yuan / share.
Ningxia Building Materials Group Co.Ltd(600449) : the controlling shareholder plans to increase its holdings by 70 million yuan to 100 million yuan
Ningxia Building Materials Group Co.Ltd(600449) ( Ningxia Building Materials Group Co.Ltd(600449) ) announced on March 18 that the controlling shareholder China Building Materials Co., Ltd. plans to increase its shares in the company, with an increase of no less than 70 million yuan and no more than 100 million yuan.
