Today (March 21), the daily of A-share listed companies mainly includes: China Meheco Group Co.Ltd(600056) said that the first batch of covid-19 specific drugs were shipped to Changchun, Jilin; The ban on chemical industry leaders will be lifted this week, with an annual income of up to two years; 100 billion real estate "thunder", the latest cashing scheme is coming Zhongchang Big Data Corporation Limited(600242) infighting upgrade, President and two vice presidents were dismissed Ping An Insurance (Group) Company Of China Ltd(601318) chief investment officer Deng Bin's "first show" explains the "double dumbbell" combination in detail
hot company trends:
China Meheco Group Co.Ltd(600056) : the first batch of covid-19 specific drugs are transported to Changchun, Jilin
China Meheco Group Co.Ltd(600056) WeChat public official account for more than 5 o'clock in the morning of March 20th. The special transport vehicle loaded with COVID-19 virus treatment drug Paxlovid starts from China Meheco Group Co.Ltd(600056) Daxing logistics center and sailed to Changchun City, Jilin Province, which marks the opening of the drug protection action of China Meheco Group Co.Ltd(600056) COVID-19 treatment support for the epidemic. The batch of drugs is expected to arrive in Changchun, Jilin Province today and will be sent to the anti epidemic front immediately after arrival.
over 100 billion! The ban on chemical industry leaders will be lifted this week one year's income is up to two years
This week (March 21-25), several leading companies in the industry will be lifted, including leading polyurethane industry Wanhua Chemical Group Co.Ltd(600309) , leading photovoltaic enterprise Ginlong Technologies Co.Ltd(300763) , domestic efficacy skin care enterprise Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , etc. Among them, the market value of Wanhua Chemical Group Co.Ltd(600309) lifting the ban was 139201 billion yuan, accounting for 54.65%, which was the largest individual stock in the market value of lifting the ban this week The market value of Ginlong Technologies Co.Ltd(300763) , Yunnan Botanee Bio-Technology Group Co.Ltd(300957) lifting the ban was 31.086 billion yuan and 25.815 billion yuan respectively, and the lifting proportion reached 55.58% and 37.81% respectively.
100 billion real estate "Thunderbolt"! The latest cashing scheme is coming
On March 20, HuaMian wealth, which is actually controlled by Yango Group Co.Ltd(000671) founder Lin Tengjiao, held an online investor meeting to update the payment scheme of financial products: a package of payment schemes such as in kind, cash, debt to equity swap and payment of trust beneficial rights will be adopted to complete the full payment of all investors as soon as possible.
On March 18, the company just announced four bond defaults, all medium-term notes, with a total amount of 5.028 billion yuan. The reason is that cross default triggers early maturity, which is likely to lead to more early maturity or cross default of debt Yango Group Co.Ltd(000671) first announced two substantial defaults of interest on US dollar bonds with a duration of US $300 million and US $357 million on the evening of February 17, and predicted the risk of cross default.
recall: one president and two vice presidents! The share price rose by 567 immediately
Internal battle upgrade, the president and two vice presidents were dismissed! On March 20, Zhongchang Big Data Corporation Limited(600242) announced that President Zeng Jianxiang, vice president Ye Qiwei and vice president Ma Kai were removed from their respective positions of president and vice president by the board of directors because they failed to effectively resolve the company's operating difficulties and risks.
However, it is worth noting that the three directors abstained from voting because they were unaware of the relevant situation, and Zeng Jianxiang raised objections. The above situation has attracted the attention of regulators. The Shanghai stock exchange quickly issued an inquiry letter and asked Zhongchang Big Data Corporation Limited(600242) to explain whether the voting results are legal and effective and whether there is a competition for control.
4 how to invest trillion funds Ping An Insurance (Group) Company Of China Ltd(601318) chief investment officer Deng Bin's "debut" detailed explanation of the "double dumbbell" combination direct pressure
Recently, the annual report of insurance giant Ping An Insurance (Group) Company Of China Ltd(601318) 2021 was officially released. In 2021, Ping An Insurance (Group) Company Of China Ltd(601318) realized an operating profit of 147961 billion yuan attributable to the shareholders of the parent company, with a year-on-year increase of 6.1%; The net profit attributable to the parent company was 101618 billion yuan, a year-on-year decrease of 28.99%; The operating revenue was 118044 billion yuan, a year-on-year decrease of 3.11%. The company explained that it was mainly affected by the company's impairment provision and other adjustments to China Fortune Land Development Co.Ltd(600340) related investment assets.
On the same day, Deng bin, the new chief investment officer of Ping An Insurance (Group) Company Of China Ltd(601318) told reporters that Ping An is facing not only short-term pressure - seeking better return on investment in the turbulent market in 2022, but also structural pressure - how to make the whole market understand Ping An Insurance (Group) Company Of China Ltd(601318)
Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) etc. 27 shares were net purchased by institutions in the past five days
Statistics show that among the dragon and tiger lists in the past five trading days, 81 stocks have appeared in the figure of institutions, of which 27 stock presentation institutions have net purchases and 54 stock presentation institutions have net sales. The top three institutions in net purchases in the past five days are Yonghui Superstores Co.Ltd(601933) , China Meheco Group Co.Ltd(600056) , Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) . At the same time, among the dragon and tiger list stocks that have landed on the Shanghai and Shenzhen stock markets in the past five trading days, the sales department has net bought larger stocks Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , China Meheco Group Co.Ltd(600056) . Specifically, Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) is the most favored stock of funds, with the net purchase amount of the business department reaching 777 million yuan, ranking first in the list.
57 shares received 20 research institutions above Changchun High And New Technology Industries (Group) Inc(000661) most concerned
Statistics show that in the past five trading days (March 14 to March 18), about 153 listed companies in Shanghai and Shenzhen were investigated by institutions.
In the institutional research list, a total of 57 companies were investigated by more than 20 institutions Changchun High And New Technology Industries (Group) Inc(000661) is the most concerned, with 230 institutions participating in the research Eastroc Beverage (Group) Co.Ltd(605499) , Tianrun Industry Technology Co.Ltd(002283) , Zhejiang Crystal-Optech Co.Ltd(002273) and others were investigated by 121, 112 and 107 institutions respectively. In terms of the number of institutional research, the research of Beijing Yanjing Brewery Co.Ltd(000729) institutions is the most intensive, with a total of 8 institutional research Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Teyi Pharmaceutical Group Co.Ltd(002728) etc. were investigated by the organization for 4 times.
head private placement and position adjustment exposure! Gao Yi, Deng Xiaofeng "crazy buying" Zijin Mining Group Company Limited(601899) Jinglin bottom reading property shares
The announcement disclosed by listed companies has opened the "veil" of many 10 billion private placement positions adjustment actions. According to incomplete statistics by the reporter, as of March 20, a total of 22 10 billion private placement products appeared in the list of the top 10 tradable shares of 33 listed companies that have disclosed their annual reports, with a total holding market value of nearly 20 billion yuan.
From the perspective of position adjustment, Jinglin assets entered the top ten circulating shareholders of China Merchants Property Operation & Service Co.Ltd(001914) in the fourth quarter of last year, and Gaoyi assets Deng Xiaofeng increased positions Zijin Mining Group Company Limited(601899) , Xinjin Wanhua Chemical Group Co.Ltd(600309) , and Gaoling reduced its holdings of "medical Mao" Jiangsu Hengrui Medicine Co.Ltd(600276) .
seven pharmaceutical investment experts interpret the future opportunities pharmaceutical sector should get out of the "quagmire"
The callback range of the pharmaceutical sector has exceeded 30% since the high point on July 1, 2021. What triggered the adjustment of the pharmaceutical sector? Can we get out of the quagmire this year? The reporter interviewed seven investment experts in the field of medicine. They are: Hao Miao, director and fund manager of harvest health research, Zhang Hong, manager of Boshi healthcare fund, Ma MuQing, manager of CCB fund, Xu Xiaojie, deputy director of Equity Investment Department of Everbright Prudential fund, Huang Yue, fund manager of Cathay biomedical ETF and Cathay medical ETF, Zhang Yin, fund manager of CAITONG fund investment department, and PI Jinsong, manager of ChuangJin Hexin healthcare fund. They believe that the supply of the pharmaceutical industry creates demand, new technologies continue to emerge, and long-term investment opportunities are huge. Investors can participate through pharmaceutical theme funds, and fixed investment is a good way.
