Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors' reference
The trend of the three major A-share indexes is divided: the gem index fell by more than 1%, and the real estate sector rose sharply
On March 22, the stock index fluctuated and sorted out in a narrow range in the morning, once rose and rose in the afternoon, then fell again, and turned red again in the late trading; The Shenzhen Composite Index fluctuated weakly in the intraday, rising and falling in the afternoon; Gem refers to a weak trend, with a decline of more than 1% and a loss of 2700 points; The turnover of the two cities has shrunk, with less than trillion transactions throughout the day, and a small net outflow of funds from the north.
Real estate stocks to meet the limit tide again to relay the concept of anti epidemic to become the main line? This real estate stock has been quietly on the 12th board for 16 days
The real estate sector seems to have stepped out of the main rising trend. Today's trend is stronger than yesterday. The sector has lifted the rising tide, Tianjin Tianbao Infrastructure Co.Ltd(000965) 5 connecting sector, Yango Group Co.Ltd(000671) , Suzhou New District Hi-Tech Industrial Co.Ltd(600736) 4 connecting sector, Shenzhen Grandland Group Co.Ltd(002482) 3 connecting sector, China Calxon Group Co.Ltd(000918) , China Fortune Land Development Co.Ltd(600340) , Everbright Jiabao Co.Ltd(600622) 2 connecting sector. In addition, Shenzhen Wenke Landscape Co.Ltd(002775) , Shanghai Trendzone Holdings Group Co.Ltd(603030) , Shenzhen Jianyi Decoration Group Co.Ltd(002789) , Guangdong Piano Customized Furniture Co.Ltd(002853) , Shenzhen Bauing Construction Holding Group Co.Ltd(002047) , Zhejiang Youpon Integrated Ceiling Co.Ltd(002718) , Guangdong Topstrong Living Innovation And Integration Co.Ltd(300749) and other Evergrande related concept stocks rose by the limit. The leading Sundy Land Investment Co.Ltd(600077) walked out of the 16 day 12 board, while the epidemic related sectors made a significant collective adjustment today.
Coal stocks "Crazy" real estate stocks fire 6 Sufa Technology Industry Co.Ltd.Cnnc(000777) Lianban how to grasp the repair opportunity?
On Tuesday (March 22), the three major A-share indexes differentiated, forming a pattern of strong Shanghai and deep weakness. The volume of energy shrank slightly, and the turnover returned below the trillion yuan mark. In terms of hot spots, 14 real estate stocks collectively rose the limit and 6 Sufa Technology Industry Co.Ltd.Cnnc(000777) connected the board, which attracted much attention. For the aftermarket of a shares, institutions generally said that the bottom of the market has appeared and will usher in a repair window China Industrial Securities Co.Ltd(601377) think, grasp the repair window. With the continuous release of China's policy warmth, risks such as overseas stagflation, interest rate hike and China concept stock supervision are expected to be alleviated. The bottom of the market has appeared and will usher in a repair window.
Dragon and tiger list: 157 million rush to raise Yango Group Co.Ltd(000671) foreign capital net buy 1 share, institutions net buy 12 shares
On March 22, Yango Group Co.Ltd(000671) , with a net inflow of 157 million yuan, was the largest among the stocks on the list. Data show that after three consecutive trading limits, the stock continued to rise within the day, with a turnover rate of 10.24% throughout the day. The top net inflow of funds was Orient Securities Company Limited(600958) Shanghai Yuanshen Road, with a net purchase of 106 million yuan. A total of 36 stocks were involved in the institutional participation in the dragon and tiger list, of which 12 were net bought by the institution, Wuxi Etek Microelectronics Co.Ltd(688601) was the most bought, with a net purchase of 840212 million yuan in three days. In addition, 24 shares were sold by institutions, and Sinomach Automobile Co.Ltd(600335) was sold the most, with a net sales of 203 million yuan in three days.
Resumption of 97 trading limit shares: China Meheco Group Co.Ltd(600056) fried board Jinghua Pharmaceutical Group Co.Ltd(002349) 3 board Hyunion Holding Co.Ltd(002537) rise and reverse package
Today (March 22), the three major indexes were divided throughout the day, the Shanghai index rose and fell, and the gem index fluctuated and fell. The turnover of the two cities was 962.8 billion, a decrease of 52.4 billion compared with the previous trading day. On the disk, real estate, oil and gas, coal, precious metals and other sectors led the rise, while covid-19 treatment, covid-19 detection, CRO, assisted reproduction and other sectors led the decline. A total of 97 shares rose today, down 43 shares from the 140 limit on the previous trading day. In the Shenwan industry, real estate and coal led the rise of the two cities.
The trading volume of the two cities fell below trillion Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Hainan Drinda Automotive Trim Co.Ltd(002865) and other 9 shares, reaching a record high
On March 22, the Shanghai stock index closed at 325986 points, up 0.19%; Shenzhen composite index closed at 1231878 points, down 0.49%; The gem index closed at 268823 points, down 1.39%. According to the data of China stock market news choice, the intraday share prices of 16 stocks hit a record high today, including Hainan Drinda Automotive Trim Co.Ltd(002865) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , China Meheco Group Co.Ltd(600056) , etc. Data show that today, the intraday share prices of seven stocks hit a record low, including Sri new materials
blockbuster news
Han Zheng: promote the clean and efficient utilization of coal to a new level
Han Zheng, member of the Standing Committee of the Political Bureau of the CPC Central Committee and vice premier of the State Council, presided over a symposium on clean and efficient utilization of coal on the 22nd. Han Zheng stressed the need to strengthen overall planning, focus on key areas, integrate various resources, and form a joint force to promote the clean and efficient utilization of coal. We should adhere to the goal orientation and problem orientation, grasp key industries and key links, promote clean and efficient coal production and washing, do a good job in the transformation of energy conservation and carbon reduction in major coal industries such as power, and vigorously strengthen the treatment of loose coal.
Two departments: comprehensively promote the large-scale development and high-quality development of wind power and Cecep Solar Energy Co.Ltd(000591) power generation during the 14th Five Year Plan period
The national development and Reform Commission and the National Energy Administration issued the "14th five year plan" for modern energy system. Comprehensively promote the large-scale development and high-quality development of wind power and Cecep Solar Energy Co.Ltd(000591) power generation, give priority to local and nearby development and utilization, accelerate the construction of decentralized wind power and distributed photovoltaic in load centers and surrounding areas, and promote the application of low wind speed wind power technology. In areas with good wind energy and Cecep Solar Energy Co.Ltd(000591) resource endowments, superior construction conditions, sustainable integrated development conditions and meeting the requirements of regional ecological and environmental protection, we will orderly promote the centralized development of wind power and photovoltaic power generation, accelerate the construction of large-scale wind power photovoltaic base projects focusing on deserts, Gobi and desert areas, and actively promote the construction of multi energy complementary clean energy bases in the upper reaches of the Yellow River, Xinjiang and northern Hebei.
The medium and long-term plan for the development of China's hydrogen energy industry is expected to be issued
Insiders learned that the medium and long-term plan for the development of China's hydrogen energy industry is expected to be released in the near future. According to incomplete statistics, Beijing, Shanghai, Guangzhou, Zhejiang, Jiangsu, Guizhou and Sichuan provinces have issued policies or plans related to hydrogen energy. According to the prediction of China gas energy alliance, the output value of China's hydrogen energy industry will reach 1 trillion yuan from 2020 to 2025 and 5 trillion yuan from 2026 to 2035.
New regulations on the production and operation of medical devices were issued to strengthen the supervision and management of medical device registrants
The State Administration of Market Supervision recently issued the revised Measures for the supervision and administration of medical device production and the measures for the supervision and administration of medical device operation, which will come into force on May 1, 2022.
The two measures require the implementation of the strictest regulatory requirements. Strengthen the supervision and management of medical device registrants, clarify the responsibilities of both registrants and entrusted production enterprises, incorporate the relevant requirements of entrusted production management into the quality management system, and further improve the inspection responsibilities, inspection methods, result disposal, investigation and evidence collection and other regulatory requirements of medical device production.
Ministry of Finance and State Administration of Taxation: further strengthen the implementation of the tax rebate policy of value-added tax at the end of the period
The Ministry of Finance issued an announcement on Further Strengthening the implementation of the final VAT retention and tax rebate policy, strengthening the final VAT retention and tax rebate policy for large and small micro enterprises, expanding the scope of the monthly full refund of incremental VAT retention and tax rebate policy for advanced manufacturing industries to eligible small and micro enterprises (including individual industrial and commercial households), and refunding the stock retention and tax rebate of small and micro enterprises at one time. We will strengthen the policy of value-added tax rebate at the end of the period for "manufacturing", "scientific research and technical services", "power, heat, gas and water production and supply", "software and information technology services", "ecological protection and environmental governance" and "transportation, warehousing and postal services".
The interest rate of the first mortgage in Suzhou fell to the same level as the LPR interest rate, with a minimum of 4.6%
It is learned from several banks in Suzhou that the first house loan interest rate of many banks in the region has dropped to a minimum of 4.6%, which is the same as the LPR interest rate over five years. A state-owned bank told the associated press that this is the lowest interest rate of second-hand housing loans in Suzhou in recent years. However, the loan interest rate of the second house in the region has not changed significantly compared with that before, and remains at more than 5%.
The national development and Reform Commission and the Energy Administration issued the modern energy system plan for the 14th five year plan
The national development and Reform Commission and the National Energy Administration issued the "14th five year plan" for modern energy system. It is mentioned that China will increase oil and gas exploration and development, adhere to the simultaneous development of both natural and non natural resources, pay equal attention to both sea and land, strengthen the basic geological survey and exploration of oil and gas in key basins and sea areas, and consolidate the foundation for resource continuity. Accelerate the development of reserves, pay close attention to the "decline control" and "enhanced oil recovery" of developed oilfields, promote the stable production of old oil and gas fields, strengthen the capacity construction of new areas, and ensure the continuous stable production and increase production.
The Ministry of agriculture and rural areas held a departmental coordination meeting to study the stable production and supply of pigs
On March 22, the Ministry of agriculture and rural areas held a department coordination meeting in Beijing to analyze the current situation of pig production and study policies and measures to stabilize pig production. Ma Youxiang, Vice Minister of agriculture and rural areas, presided over the meeting and delivered a speech. Responsible comrades of relevant departments and bureaus of 7 departments including the development and Reform Commission attended the meeting. The meeting stressed that all relevant departments should fully implement the decisions and arrangements of the Party Central Committee and the State Council, strengthen departmental coordination and cooperation, form policy synergy, take multiple measures to stabilize pig production and ensure stable and orderly supply in the market
hot spot stocks
Real estate stocks lift the tide of limit, and the concept of home is also "stained" Guangdong Piano Customized Furniture Co.Ltd(002853) , Guangzhou Seagull Kitchen And Bath Products Co.Ltd(002084) etc
China Galaxy Securities Co.Ltd(601881) Securities said that under the background of steady growth, real estate Support Policies occur frequently, reasonable housing demand will be guaranteed, and the prosperity of the real estate industry is expected to pick up. At the same time, in 2022, 315 activities, household enterprises enter the whole era and release heavy packages, which is expected to achieve brilliant achievements, boost market confidence and drive the repair of industry valuation. It is suggested to pay attention to Oppein Home Group Inc(603833) , Suofeiya Home Collection Co.Ltd(002572) , Zbom Home Collection Co.Ltd(603801) , Jason Furniture (Hangzhou) Co.Ltd(603816) and Minhua holdings, which have core competitiveness, continuous development of channels and categories, rapid growth of performance and increasing market share.
Big financial protection! Real estate stock station upper air outlet Suzhou New District Hi-Tech Industrial Co.Ltd(600736) 5 connecting sector! The digital currency sector also broke out
Wanlian Securities pointed out that under the macro background of "stable growth", the fundamentals of the current real estate industry continue to bottom, and the marginal improvement policy continues. It is expected that there are still many favorable policies to be expected in the follow-up, and continue to be optimistic about the market performance of the real estate sector. It is suggested to pay attention to (1) property management companies with good fundamental performance; (2) High quality real estate enterprises with financial stability and background of central enterprises / state-owned enterprises; (3) Real estate enterprises with high-quality holding properties or transformation enterprises, or effectively form a virtuous capital cycle of "development +".
Theme strategy of eight securities companies: analysis of real estate investment cycle! Exposure period of potential policy window
Shenyin Wanguo Securities said that real estate is still the pillar industry of China's national economy, and the contribution of the industry itself and the industrial chain to GDP accounts for nearly 30%. However, at present, under the multiple regulation and financial difficulties, the impact on the economy may gradually enter the low drag stage. In view of the recent frequent voices of the government emphasizing stabilizing the economy, steady growth and preventing and controlling financial risks, while stabilizing the economy urgently needs to stabilize the real estate, it is expected that the policy repair at both ends of supply and demand of the real estate industry is expected to accelerate, and will promote the optimization of the industry pattern and further enhance the concentration, and the high-quality real estate enterprises are expected to usher in both quantity and quality
selected announcements of listed companies
Guangzhou Automobile Group Co.Ltd(601238) : it is proposed to build the ecology of charging and storing energy supply and battery recycling
Guangzhou Automobile Group Co.Ltd(601238) ( Guangzhou Automobile Group Co.Ltd(601238) ) announced on March 22 that the board of directors agreed to set up GAC Energy Ecological Technology Co., Ltd. to build a charging and storage energy supply ecology and battery recycling ecology around the national dual carbon strategic goal, build a smart and efficient energy cloud platform, and promote the research on energy storage system technology, "vehicle station network" collaborative and interactive smart charging and replacement service technology and product development and application. The total investment of the project is 4.96 billion yuan, and the registered capital of the company is 1 billion yuan (injected in three years), of which the company and its subsidiary GAC AIAN New Energy Vehicle Co., Ltd. contribute 550 million yuan and 450 million yuan respectively according to the shareholding ratio.
Sansure Biotech Inc(688289) : the company's covid-19 related testing products have obtained certification from Peru and Saudi Arabia
Sansure Biotech Inc(688289) ( Sansure Biotech Inc(688289) ) March 22nd announcement, the company's products New Coronavirus SARS-CoV-2 multiplex nucleic acid detection kit (fluorescence PCR method) and New Coronavirus SARS-CoV-2, influenza A virus, influenza virus multiplex nucleic acid detection kit (fluorescence PCR method) recently obtained the Peru registration certificate, iPonatic nucleic acid detection analyzer, six respiratory pathogens nucleic acid detection kit (PCR- fluorescence probe method), Human papillomavirus detection kit (PCR fluorescent probe method) and other 11 products recently obtained the Saudi registration certificate.
Jiangsu Zhongli Group Co.Ltd(002309) : it is proposed to jointly invest with Fuping County to build a green, low-carbon and new energy industry base
Jiangsu Zhongli Group Co.Ltd(002309) ( Jiangsu Zhongli Group Co.Ltd(002309) ) on March 22, it was announced that Tenghui photovoltaic, a wholly-owned subsidiary, and Fuping County Government of Hebei Province and its subsidiaries of the Finance Bureau signed a cooperation agreement for new energy. In the next five years, the company plans to jointly invest in the construction of a green, low-carbon and new energy industrial base with Fuping County. The company jointly established by Zhongwei new energy and Tenghui photovoltaic intends to invest in the construction of 5GW heterojunction cells and 5GW photovoltaic module manufacturing projects in Fuping within five years, with a total investment of about 5 billion yuan; It is proposed to invest in the construction of 5GW "photovoltaic + modern agriculture" power generation project, with a total EPC value of about 21 billion yuan.
Ningbo Orient Wires & Cables Co.Ltd(603606) : won the bid of about RMB 1.7 billion offshore wind power submarine cable EPC project
Ningbo Orient Wires & Cables Co.Ltd(603606) ( Ningbo Orient Wires & Cables Co.Ltd(603606) ) it was announced on March 22 that the company won the bid for the EPC project of Yuedian Yangjiang Qingzhou No. 1 and No. 2 offshore wind farm project, with a bid winning amount of about 1.7 billion yuan.
Shanghai Bairun Investment Holding Group Co.Ltd(002568) : it is proposed to repurchase shares with RMB 200 million to RMB 400 million
Shanghai Bairun Investment Holding Group Co.Ltd(002568) ( Shanghai Bairun Investment Holding Group Co.Ltd(002568) ) announced on March 22 that the company plans to use its own funds or self raised funds to buy back part of A-share social public shares in the form of centralized bidding transaction for the implementation of equity incentive or employee stock ownership plan and the conversion of convertible corporate bonds issued by the company. The capital amount of this repurchase shall not be less than 200 million yuan and not more than 400 million yuan, and the repurchase price shall not exceed 62.27 yuan / share.
Zhejiang Yongjin Metal Technology Co.Ltd(603995) : the precision stainless steel sector and belt project with an annual capacity of 250000 tons was officially put into operation
Zhejiang Yongjin Metal Technology Co.Ltd(603995) ( Zhejiang Yongjin Metal Technology Co.Ltd(603995) ) on March 22, it was announced that Yongjin metal technology (Vietnam) Co., Ltd., a holding subsidiary, invested in the construction of "precision stainless steel sector and belt project with an annual capacity of 250000 tons" in Longjiang Industrial Park, Xinli first community, Xinfu County, Qianjiang Province, Vietnam. The project was started in October 2020. By March 20, 2022, all equipment has been installed and debugged. At present, the main production facilities have been ready for operation. In the future, production will be arranged in combination with market conditions.
China Fortune Land Development Co.Ltd(600340) : matters related to the implementation of the debt restructuring plan are being orderly promoted
China Fortune Land Development Co.Ltd(600340) ( China Fortune Land Development Co.Ltd(600340) ) the announcement of abnormal fluctuations in stock trading was released on March 22. At present, affected by the epidemic in Langfang and other places, some regions and relevant personnel are subject to varying degrees of control and isolation measures due to the epidemic. The company is working hard to overcome the impact of the epidemic under the guidance of provincial and municipal governments and special classes, and orderly promote the signing of debt restructuring agreement, asset sale and other matters related to the implementation of debt restructuring plan according to the overall plan. Huaxia holdings, the controlling shareholder of the company, is actively promoting the formulation of debt repayment plans and actively negotiating and communicating with relevant financial institutions and other parties to solve the current problems of Huaxia holdings as soon as possible.
Gem Co.Ltd(002340) : some executives of the company plan to increase their holdings of shares of the company by 4 million yuan to 8 million yuan
Gem Co.Ltd(002340) ( Gem Co.Ltd(002340) ) it was announced on March 22 that mu menggang, deputy general manager, chief financial officer and Acting Secretary of the board of directors of the company, Jiang Miao, Lou Huiyou and Jiao Hua, deputy general managers of the company, planned to increase their holdings of shares of the company within 6 months from the date of disclosure of the announcement, with a total proposed increase of no less than 4 million yuan and no more than 8 million yuan.
Shenzhen Yinghe Technology Co.Ltd(300457) : signed a sales contract with Byd Company Limited(002594) subordinate companies totaling 1.221 billion yuan
Shenzhen Yinghe Technology Co.Ltd(300457) ( Shenzhen Yinghe Technology Co.Ltd(300457) ) announced on March 22 that from March 2021 to the disclosure date of this announcement, the company (including subsidiaries within the scope of the company's consolidated statements) has signed multiple sales contracts with Byd Company Limited(002594) subsidiaries or subsidiaries for 12 consecutive months based on the needs of daily operation. The subject matter of the contract is lithium battery production equipment, and the cumulative contract amount (including tax) reaches 1.221 billion yuan, exceeding 50% of the audited operating revenue of the company in 2020.
