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 indexes of A-Shares fluctuated: Agricultural stocks rose sharply, and the net sale of funds to the North exceeded 8 billion yuan
On March 21, the stock index fell in intraday shock, and fell again in the afternoon, turning red near the end of the trading; The Shenzhen Component Index and the gem index rose by more than 1% in early trading, then fell back and turned green, and the intraday bottom rebounded. The turnover of the two cities remained above trillion, with a significant net outflow of funds from the north and a net sale of more than 8 billion yuan throughout the day.
The three major A-share indexes collectively received red and foreign capital “fled” 8 billion! Covid-19 treatment concept stocks and agricultural sectors strengthened
On the 21st, both Shanghai and Shenzhen stock markets opened higher, and the main indexes fluctuated sideways in the morning. In the afternoon, the Shanghai Stock Exchange once turned green, and the last trading rose slightly and turned red. The therapeutic concept of the 19-19 is the subject of the treatment, and the therapeutic concept of the 19-19-19. The therapeutic concept is once again stronger, and the therapeutic concept is once again stronger again, with Chengda medicine, 3 Fiyta Precision Technology Co.Ltd(000026) ofa 10% plus plus 10% for the andso on. The shock of the agricultural sector has been stronger in the shock shock of the agricultural sector, and the shock of the agricultural sector has been stronger, with the GEM stocks Fujian Wanchen Biotechnology Co.Ltd(300972) yes.
How long will A-Shares be consolidated? These bottoming signals have appeared
Today, the trend of A-Shares is relatively tangled, with high opening and low going, and then rising again, with twists and turns. The reason behind it is not difficult to understand, because the current market interpretation is “the restoration of confidence”. Confidence is relatively fragile and will be repeated. The repair of risk appetite is not achieved overnight. The road of rebound may not be smooth. Therefore, the next market may begin to enter the most tangled period of consolidation and grinding.
Dragon and tiger list: 366 million rush to raise Andon Health Co.Ltd(002432) foreign capital net buy 4 shares, institutions net buy 17 shares
On March 21, Andon Health Co.Ltd(002432) , amounting to 366 million yuan, was the largest net inflow of funds among the dragon and tiger stocks on the list. Data show that the stock rose 9.26% during the day and the turnover rate throughout the day was 22.02%. Guotai Junan Securities Co.Ltd(601211) Beijing Zhichun Road, with the largest net capital inflow, bought 190 million yuan. A total of 31 stocks were involved in the institutional participation list, of which 17 were net bought by the institution, Fujian Aonong Biological Technology Group Incorporation Limited(603363) was the most bought, with a net purchase of 158 million yuan in three days. In addition, 14 shares were net sold by institutions, and Shanghai Pharmaceuticals Holding Co.Ltd(601607) was the most sold, with a net sale of 357 million yuan in three days.
Resumption of trading of 140 shares limited: 6 Shanxi Fenghuo Electronics Co.Ltd(000561) 4 day 11 board Zhejiang Construction Investment Group Co.Ltd(002761) high divergence Andon Health Co.Ltd(002432) fried board
Today (March 21), the three major indexes continued to rebound. The turnover of the two cities today was 1015.2 billion, 24.7 billion higher than that of the previous trading day. On the disk, agricultural planting, NMN concept, pharmaceutical business, covid-19 treatment, aquaculture and other sectors led the rise, while securities, banking, electronic ID card, digital currency and other sectors led the decline. A total of 140 shares rose by the daily limit today, an increase of 10 shares compared with the daily limit of 130 shares on the previous trading day. In the Shenwan industry, coal, agriculture, forestry, animal husbandry and fishery led the rise in the two cities.
Gem index continued to rebound, and 9 stocks including Fujian Aonong Biological Technology Group Incorporation Limited(603363) , China Meheco Group Co.Ltd(600056) and others hit a record high
On March 21, the Shanghai stock index closed at 325369 points, up 0.08%; Shenzhen composite index closed at 1237964 points, up 0.41%; The gem index closed at 272618 points, up 0.46%. According to the data of China stock market news choice, the intraday share prices of nine 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 today, the intraday share prices of three stocks hit a record low, including Sri new materials
blockbuster news
Xi Jinping gave important instructions on the crash of China Eastern Airlines passenger plane
General secretary of the CPC Central Committee, President of the state and chairman of the Central Military Commission Xi Jinping gave important instructions to immediately start the emergency mechanism, fully organize search and rescue and properly deal with the aftermath after learning of the crash of China Eastern Airlines flight mu5735. The State Council appointed leading comrades to coordinate and deal with the accident as soon as possible, find out the causes of the accident, draw inferences from one instance, strengthen the investigation of potential safety hazards in the field of civil aviation, pay close attention to the implementation of responsibilities, and ensure the absolute safety of aviation operation and the absolute safety of people’s lives.
The national standing committee will deploy comprehensive measures to stabilize the market and maintain the stable and healthy development of the capital market
Premier Li Keqiang presided over the executive meeting of the State Council on March 21 to determine the policy arrangements for the implementation of large-scale value-added tax rebate, so as to provide strong support for stabilizing the macro-economic market; We will deploy comprehensive measures to stabilize market expectations and maintain the steady and healthy development of the capital market.
Heavy! Trillion market boiling! The “new energy storage and development plan” has been implemented (attached to the “new energy storage and development plan”)
On March 21, the national development and Reform Commission and the Energy Administration issued the implementation plan for the development of new energy storage in the 14th five year plan. The plan focuses on promoting diversified technology development and safety control, and promoting the industrialization of new energy storage with demonstration pilot projects. By 2025, the new energy storage will enter the stage of large-scale development, and by 2030, the new energy storage will be fully market-oriented, basically meeting the needs of building a new power system. Insiders said that more energy storage projects will be implemented during the 14th Five Year Plan period, and the market scale will be more than trillion yuan.
The national development and Reform Commission deployed and invested 1 million tons of national potassium fertilizer reserves to meet the needs of agricultural production in spring this year
Recently, the national development and Reform Commission and the Ministry of Finance jointly issued a notice to deploy Sinochem Group, China agricultural means of production group and China Chemical Construction Co., Ltd. to put 1 million tons of national potassium fertilizer reserves in the near future. At the same time, they actively organized the import of potassium fertilizer to be put into the Chinese market in time to effectively ensure the needs of agricultural production during spring farming this year. Next, the national development and Reform Commission will work with relevant departments and units to actively take a series of measures such as increasing China’s production, expanding imports, putting in reserves and strengthening market supervision according to the situation of China’s foreign fertilizer market, so as to ensure the supply and stable price of potash fertilizer in China.
Seven departments jointly launched the national action against counterfeiting of agricultural materials in 2022
On the 21st, the Ministry of agriculture and rural areas and other seven departments jointly launched the national action against counterfeiting of agricultural materials in 2022 to promote the stable price and supply of agricultural materials and protect food security and Shenzhen Agricultural Products Group Co.Ltd(000061) quality and safety.
The relevant person in charge of the Ministry of agriculture and rural areas said that this year’s crackdown on counterfeit agricultural materials should investigate and deal with a number of illegal cases, severely punish a number of criminals, destroy a number of fake and inferior products, publish a number of typical cases, and effectively standardize the order of the agricultural materials market and protect the legitimate rights and interests of farmers by grasping the four key points.
Support small and micro enterprises to retain tax rebates, and the Ministry of Finance issued subsidies of 400 billion yuan
Today (the 21st), the Ministry of Finance issued a financial subsidy of 400 billion yuan for special transfer payments related to supporting small and micro enterprises to retain, offset and refund value-added tax for local small and micro enterprises in 2022, providing timely help for small and micro enterprises and stimulating the vitality of enterprise development. The special funds are included in the scope of direct financial funds. The Ministry of finance will allocate funds separately to support local governments to effectively guarantee the tax rebate funds and ensure that the tax rebate funds are returned to enterprises in time and in full. Among them, the stock tax allowance of small and micro enterprises will be refunded at one time before the end of June.
Covid-19 antigen detection reagent and corresponding detection items will be temporarily included in medical insurance
The national medical insurance bureau announced that covid-19 virus antigen detection reagent and corresponding detection items will be temporarily included in the catalogue of basic medical insurance medical services in the province according to procedures; The newly added nimatovir tablets / ritonavir tablets in the diagnosis and treatment plan (trial version 9) shall be purchased by the medical institution according to the price agreed between the enterprise and relevant departments, and the medical insurance department shall pay according to the regulations
hot spot stocks
9 shares limit, agricultural stocks are in the limelight! The concept of longevity medicine also stands at the air outlet Hunan Er-Kang Pharmaceutical Co.Ltd(300267) “20cm long legs”
Huaxi Securities Co.Ltd(002926) mentioned that under the catalysis of external conflicts, Shenzhen Agricultural Products Group Co.Ltd(000061) prices rose in an all-round way, soybean meal, wheat and other Shenzhen Agricultural Products Group Co.Ltd(000061) prices hit a 14 year high, and the problem of food security became more prominent, further stimulating the improvement of the planting industry chain. With the continuous improvement of industrial policies and the strict supervision of local governments, the application of biological breeding technology will be closer and closer. If the relevant systems of “Document No. 1” are issued smoothly, it will be of great significance for seed industry enterprises that have obtained genetically modified safety certificates in the early stage.
“Eat meat and prepare grain” market returns! Infrastructure stocks are also crazy Ningbo Construction Co.Ltd(601789) soaring Zhejiang Construction Investment Group Co.Ltd(002761) ready to move
Zhongtai Securities Co.Ltd(600918) said that the main line of covid-19 specific drug is expected to run through the whole year and is optimistic about the three industrial chains. Considering the continuous recurrence of the epidemic, the progress of drug research and development and the demand for subsequent opening up of the country, we believe that covid-19 specific drug is expected to become the main investment line throughout the year. We are optimistic about: 1) overseas original drug cdmo: Pfizer paxlovid has been approved by the EUA in the United States, Europe, Japan, Canada, China and other countries or regions, and Japan yanyeyi s-217622 has submitted its listing application in its own country, Optimistic about relevant cdmo and advantageous enterprises in all links of the industrial chain.
Theme strategy of eight securities companies: covid-19 specific drug is expected to run through the whole year! Optimistic about the direction of the three industrial chains (with shares)
China International Capital Corporation Limited(601995) said that the epidemic situation is repeated, and covid-19 related theme investment is still a hot spot. In March 15th, the State Administration of drug supervision and Quarantine Center issued the key points of technical review of New Coronavirus antigen detection reagent registration (Trial Implementation), further clarified the relevant registration and evaluation standards of COVID-19 antigen reagents, and the drug administration announced that it would speed up the approval and listing of COVID-19 virus treatment drugs. We suggest continuing to pay attention to China: 1) covid-19 testing 2) covid-19 therapeutic drugs 3) investment opportunities related to covid-19 service industry chain
selected announcements of listed companies
Shenzhen Jpt Opto-Electronics Co.Ltd(688025) : selected as the supplier of Contemporary Amperex Technology Co.Limited(300750)
Shenzhen Jpt Opto-Electronics Co.Ltd(688025) ( Shenzhen Jpt Opto-Electronics Co.Ltd(688025) ) announced on March 21 that the company was selected as the supplier of Contemporary Amperex Technology Co.Limited(300750) to provide Contemporary Amperex Technology Co.Limited(300750) with MOPA pulsed fiber laser, which is applied to the pole cutting process of power battery cell manufacturing.
Guizhou Sanli Pharmaceutical Co.Ltd(603439) : Huoxiang Zhengqi Capsule and other products are listed in covid-19 pneumonia diagnosis and treatment plan (trial version 9)
Guizhou Sanli Pharmaceutical Co.Ltd(603439) ( Guizhou Sanli Pharmaceutical Co.Ltd(603439) ) March 21st announcement, recently, the national health office 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 and the company participating in the bankruptcy reorganization company De Changxiang’s Patchouli Zheng capsule, an Gong Niuhuang pill, and Su He Xiang pills are classified as medical observation period and dangerous treatment recommended drugs.
Zhejiang Huayou Cobalt Co.Ltd(603799) : strategic cooperation intention with Volkswagen (China) and Qingshan holdings
Zhejiang Huayou Cobalt Co.Ltd(603799) ( Zhejiang Huayou Cobalt Co.Ltd(603799) ) announced on March 21 that recently, the company, Volkswagen (China) and Castle Peak holdings reached strategic cooperation intentions on the upstream and downstream cooperation of power battery cathode material industry chain, and plans to jointly layout the development of nickel and cobalt resources in Indonesia, as well as the integrated business of power battery cathode materials such as nickel and cobalt sulfate refining, precursor processing and cathode material production, in order to further strengthen the supply guarantee of power battery raw materials, Strengthen the technological innovation coordination of the whole industry chain including precursors and cathode materials, jointly build an internationally competitive integrated manufacturing platform for new energy lithium battery materials, and enhance the company’s core competitiveness in the global power battery material supply chain.
Hunan Friendship&Apollo Commercial Co.Ltd(002277) : the controlling shareholder plans to introduce strategic investors
Hunan Friendship&Apollo Commercial Co.Ltd(002277) ( Hunan Friendship&Apollo Commercial Co.Ltd(002277) ) on March 21, it was announced that youa holdings, the controlling shareholder of the company, plans to introduce new strategic investors. As of the disclosure date of the announcement, the introduction of strategic investors by youa holdings is in the planning stage, and the start-up time has not been determined, but it has no impact on the operation of our company.
Vt Industrial Technology Co.Ltd(300707) : it is proposed to invest 700 million yuan in the production capacity project of core punching and welding parts of new energy vehicles
Vt Industrial Technology Co.Ltd(300707) ( Vt Industrial Technology Co.Ltd(300707) ) announced on March 21 that the company plans to invest in the construction of new energy vehicle core punching and welding parts production capacity project in Qingcun Town, Fengxian District, Shanghai. This investment plans to set up a wholly-owned subsidiary “Shanghai Vt Industrial Technology Co.Ltd(300707) (Fengxian) Co., Ltd.” as the main body of implementation, and the total investment of the project is expected to be no more than 700 million yuan. In addition, the company plans to invest in the construction of new energy automobile welding parts production capacity project in Shanghai Lingang Holdings Co.Ltd(600848) new area. This investment plans to invest in the construction of a wholly-owned subsidiary “Shanghai Vt Industrial Technology Co.Ltd(300707) (port) Co., Ltd.” with a total investment of no more than 20 million yuan.
Longi Green Energy Technology Co.Ltd(601012) : signing a two-year polysilicon material purchase agreement of RMB 44.2 billion
Longi Green Energy Technology Co.Ltd(601012) ( Longi Green Energy Technology Co.Ltd(601012) ) announced on March 21 that eight subsidiaries and four subsidiaries of Tongwei Co.Ltd(600438) had signed long order purchase agreements for polysilicon materials. The transaction volume of polysilicon materials from January 2022 to December 2023 was 203600 tons, and the estimated total contract amount was about 44.2 billion yuan.
Zhejiang Chint Electrics Co.Ltd(601877) : the subsidiary signed the cooperation framework agreement of photovoltaic power station project
Zhejiang Chint Electrics Co.Ltd(601877) ( Zhejiang Chint Electrics Co.Ltd(601877) ) on March 21, it was announced that zhengtai’an energy, the holding subsidiary of the company, signed a cooperation framework agreement with relevant government departments in many places to jointly promote the development of residential roof distributed photovoltaic power station project, involving a total contracted installed capacity of 1623mw.
Skyworth Digital Co.Ltd(000810) : it is proposed to repurchase shares with RMB 100 million to RMB 200 million
Skyworth Digital Co.Ltd(000810) ( Skyworth Digital Co.Ltd(000810) ) announced on March 21 that the company plans to buy back part of the public shares through centralized bidding with its own funds through the secondary market for equity incentive or employee stock ownership plan. The total capital of this repurchase shall not be less than 100 million yuan and not more than 200 million yuan, and the repurchase price shall not exceed 16 yuan / share. In addition, the company plans to invest in the construction of Huizhou Skyworth Digital Co.Ltd(000810) Industrial Park Phase I project in Huizhou City, Guangdong Province, and the investment project with its own funds and self raised funds shall not exceed 1.338 billion yuan.
Xi’An Manareco New Materials Co.Ltd(688550) : it is proposed to repurchase shares with RMB 50 million to RMB 100 million
Xi’An Manareco New Materials Co.Ltd(688550) ( Xi’An Manareco New Materials Co.Ltd(688550) ) announced on March 21 that the company plans to repurchase some RMB common shares (A shares) issued by the company with its own funds for employee stock ownership plan or equity incentive. The total repurchase fund shall not be less than 50 million yuan, not more than 100 million yuan, and the repurchase price shall not exceed 95 yuan / share.
China Telecom Corporation Limited(601728) : the controlling shareholders have increased their holdings of 593 million a shares, costing more than 2.5 billion yuan
China Telecom Corporation Limited(601728) ( China Telecom Corporation Limited(601728) ) announced on March 21 that as of March 21, the controlling shareholder China Telecom Corporation Limited(601728) group of the company had increased its holdings of 593 million A-Shares of the company, at a cost of 2.516 billion yuan. In addition, the number of 5g package users increased by 6.08 million in February.
China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) : it is proposed to invest 14.7 million yuan to establish a joint venture to build a rare earth permanent magnet high efficiency motor project
China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) ( China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) ) on March 21, it was announced that the company plans to invest 14.7 million yuan with its own funds to jointly invest with Qingdao zhonggat to establish Baotou North zhonggat Electric Co., Ltd., and take the new company as the main body to build a rare earth permanent magnet high-efficiency motor project. The registered capital of the new company is 30 million yuan, and the company holds 49% equity of the new company.
Hisense Visual Technology Co.Ltd(600060) : the first laser portable intelligent projection system in the industry will be launched in the near future
Hisense Visual Technology Co.Ltd(600060) ( Hisense Visual Technology Co.Ltd(600060) ) announced on the evening of March 21 that the laser portable intelligent projection will be launched in the near future. This product will be the industry’s first pure three-color laser high-quality 4K portable intelligent projection. The product will closely focus on the life circle of young people and meet the high-quality audio-visual needs of young groups. Note: some analysts believe that this product is the vidda laser micro projection product that has been rumored for a long time.
Zhejiang Kanglongda Special Protection Technology Co.Ltd(603665) : proposed to acquire 17.67% equity of Tiancheng lithium
Zhejiang Kanglongda Special Protection Technology Co.Ltd(603665) ( Zhejiang Kanglongda Special Protection Technology Co.Ltd(603665) ) announced on March 21 that the company planned to acquire 17.67% equity of Tiancheng lithium industry held by Tiancheng management and Yiyuan lithium, and the parties reached a preliminary intention agreement on equity transfer. There is no clear trading plan for this transaction, the transaction price has not been determined, and the best reconciliation and evaluation has not been completed. There is great uncertainty in the follow-up promotion.
Beijing Hezong Science&Technology Co.Ltd(300477) : Sun company plans to invest 4 billion yuan to build an integrated project with an annual output of 300000 tons of battery grade iron phosphate
Beijing Hezong Science&Technology Co.Ltd(300477) ( Beijing Hezong Science&Technology Co.Ltd(300477) ) on March 21, it was announced that Guizhou yayou, the holding subsidiary of the company, plans to invest about 4 billion yuan in the basic industrial park of Weng’an Economic Development Zone to build a battery grade iron phosphate integrated project with an annual output of 300000 tons (including the whole industrial chain project of iron phosphate for acid production from phosphate rock and pyrite). The total construction time of the project is expected to be three years.
