Today (March 22), the main contents of the daily report of A-share listed companies are: Contemporary Amperex Technology Co.Limited(300750) car enterprises' batteries rose by 20000; 440 billion "photovoltaic Mao" and silicon material leader; Super Bull Stock China Meheco Group Co.Ltd(600056) emergency risk warning Dongguan Kingsun Optoelectronic Co.Ltd(002638) issue notice of concern letter reply, etc
hot company trends:
has a "lithium" Contemporary Amperex Technology Co.Limited(300750) car enterprise battery rises by 20000 lithium price deviates significantly from lithium enterprise share price
It is understood that in the demand for lithium salt, lithium battery accounts for the largest proportion, accounting for about 70%, of which lithium carbonate and lithium hydroxide as cathode materials are the core demand. At present, the price rise of lithium carbonate has been transmitted to head battery manufacturers, such as Contemporary Amperex Technology Co.Limited(300750) ( Contemporary Amperex Technology Co.Limited(300750) . SZ). Recently, the relevant person in charge of a new energy vehicle enterprise told reporters that the battery cost has risen sharply. Since the second half of last year, the price of Contemporary Amperex Technology Co.Limited(300750) power battery has increased twice. According to the battery cost of a new energy vehicle, it increased by 10000 yuan last time and 10000 yuan not long ago.
400 billion projects are coming! 440 billion "photovoltaic Mao" and silicon leading enterprises have joined hands north and the organization has entered in advance
The 440 billion "photovoltaic Mao" Longi Green Energy Technology Co.Ltd(601012) announced on March 21 that it planned to purchase 203600 tons of polysilicon from Tongwei Co.Ltd(600438) with an estimated total amount of about 44.2 billion yuan. Prior to this, the cooperation between the two sides has seen signs. On the investor interaction platform on March 4, Tongwei Co.Ltd(600438) said that the company has established cooperation in manufacturing equity and supply chain with Longi Green Energy Technology Co.Ltd(601012) , Trina Solar Co.Ltd(688599) and other companies, and signed long-term supply chain orders with many industry companies.
what's going on? How long can the strongest tuyere blow
China Meheco Group Co.Ltd(600056) again raised the limit, and 11 limit boards have been harvested in the past 14 trading days. After the cumulative increase of the stock price has been nearly 230%, the risk warning announcement was issued on 6 Shaanxi International Trust Co.Ltd(000563) 21, saying that the acquisition of Pfizer covid-19 oral drug authorization has no significant impact on the company's recent performance.
In fact, not only China Meheco Group Co.Ltd(600056) , but also the market performance of covid-19 special drugs on March 21 can be called brilliant. Earlier, on March 17, five Chinese enterprises were authorized by Pfizer covid-19 MPP. The agency suggested to continue to pay attention to China's covid-19 drug R & D and epidemic prevention and control industrial chain. In addition, according to the performance forecast released at present, the performance of Listed Companies in the pharmaceutical sector is generally high in 2021. Recently, many fund companies have said that the valuation of the pharmaceutical sector is at a historical low, and the opportunities outweigh the risks.
20 billion yuan purchase yuan sale?! The exchange paid urgent attention to the company replied
A few years ago spent 2 billion yuan to buy assets, why 1 yuan transfer? On the evening of March 21, Dongguan Kingsun Optoelectronic Co.Ltd(002638) issued a letter of concern in reply to the announcement that the company's education and training business has suffered continuous losses in recent years and can not be operated sustainably at present. The evaluation value of the subject assets to be sold is 0 yuan, which is reasonable, and there is no case of selling the company's assets at a low price and transferring benefits. Earlier, Dongguan Kingsun Optoelectronic Co.Ltd(002638) announced that it planned to transfer 1 yuan of 2 billion yuan of education and training business to related parties. On the same day, the company received a letter of concern from the Shenzhen Stock Exchange, and the company's share price also fell by more than 7%
64 shares received 20 research institutions above Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) most concerned
Statistics show that in the past five trading days (from March 15 to March 21), about 184 listed companies in Shanghai and Shenzhen were investigated by institutions. In the list of institutional research, 64 companies were investigated by more than 20 institutions Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) received the most attention, with 346 institutions participating in the research Gem Co.Ltd(002340) , Changchun High And New Technology Industries (Group) Inc(000661) , Eastroc Beverage (Group) Co.Ltd(605499) and others were investigated by 230 and 121 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 9 institutional research Teyi Pharmaceutical Group Co.Ltd(002728) , Jiangxi Special Electric Motor Co.Ltd(002176) were investigated by the institution for 4 times and 3 times respectively.
65 shares received the institutional buy in rating China Jushi Co.Ltd(600176) shares received the highest attention
Statistics show that 65 stocks received institutional buy rating on March 21. Among them, China Jushi Co.Ltd(600176) has the highest attention and has won four institutional buy in rating records China National Chemical Engineering Co.Ltd(601117) , China Merchants Bank Co.Ltd(600036) , Guangting information, Zijin Mining Group Company Limited(601899) , Sinoma Science & Technology Co.Ltd(002080) and other stocks won three, three, three, three and two institutional buy rating records respectively. From the perspective of agency rating changes, 13 rating records of agency buy in rating records are the first concern of the agency, involving Beijing Enlight Media Co.Ltd(300251) , Zwsoft Co.Ltd(Guangzhou)(688083) , Norinco International Cooperation Ltd(000065) , etc.
Pku Healthcare Corp.Ltd(000788) and others 33 shares have been net purchased by institutions in the past five days
Statistics show that among the dragon and tiger lists in the past five trading days, 82 stocks appeared in the figure of institutions, of which 33 stock presentation institutions bought net and 49 stock presentation institutions sold net. The top three institutions in net purchases in the past five days are Yonghui Superstores Co.Ltd(601933) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Pku Healthcare Corp.Ltd(000788) . 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 purchased larger stocks Zhejiang Yongtai Technology Co .Ltd(002326) , Shanghai Pharmaceuticals Holding Co.Ltd(601607) , China Meheco Group Co.Ltd(600056) . Specifically, Zhejiang Yongtai Technology Co .Ltd(002326) is the most favored stock of funds, with the net purchase amount of the business department reaching 380 million yuan, ranking first in the list.
institutions, shareholders and executives scramble to buy these performance surge shares
From January 23 to March 22, among the dragon and tiger list, 400 stocks appeared in the figure of institutions, of which 147 stocks showed the state of net buying by institutions and 253 stocks were sold by institutions. There were 15 stocks with net purchases of more than 100 million yuan by institutions, and the top three were Hoshine Silicon Industry Co.Ltd(603260) , Yonghui Superstores Co.Ltd(601933) , Jiangsu Zhongtian Technology Co.Ltd(600522) , with net institutional capital inflows of 694 million yuan, 381 million yuan and 355 million yuan respectively. Among the 1193 stocks with significant growth (an increase of 50% or more) in 2021, 54 were net purchased by institutions from January 23 to March 22.
