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 A-share indexes closed higher: the gem index rose by more than 1%, and the real estate and wind power sectors strengthened
On March 23, the stock index rose and fell in the morning and rose again in the afternoon; The Shenzhen Component Index and the gem index rose strongly during the session, and the gem index rose by more than 1% to recover 2700 points; The turnover of the two cities shrank, with a full day turnover of about 940 billion yuan, with a slight net outflow of funds from the north.
Short term funds remain active and pay attention to the rotation rhythm of the sector
All short-term market sentiment fluctuated near the downturn area, with little intraday fluctuation. You can pay attention to whether it will go down with the trend tomorrow. If it reaches the freezing point, it should be the game point of high wind biased funds. In terms of individual stocks, high-end stocks continued to differentiate, with Sundy Land Investment Co.Ltd(600077) , Hefu China, Zhejiang Zhenyuan Share Co.Ltd(000705) , Sunny Loan Top Co.Ltd(600830) , Shanghai Yaohua Pilkingyon Glass Group Co.Ltd(600819) falling one after another Luoyang Northglass Technology Co.Ltd(002613) 7 Lianban led the market, Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) , Tianjin Tianbao Infrastructure Co.Ltd(000965) 6 Lianban, Yango Group Co.Ltd(000671) 5 Lianban, China Meheco Group Co.Ltd(600056) afternoon diving closed down 7.63%.
Good to increase holdings of Zte Corporation(000063) ාාාාාාා! The market repeatedly deduces the intraday volatility market institutions: what we are waiting for is only opportunity!
On March 23, the three major A-share indexes collectively closed up. In terms of sectors, wind power equipment, real estate services, communication equipment, traditional Chinese medicine, aerospace and real estate development ranked first, with an increase of more than 2%. Guosheng Securities believes that the overall valuation of A-Shares has entered a relatively low range. At this stage, the opportunity is greater than the risk, and there is enough space for the upward rebound in the future.
Dragon and tiger list: 139 million rush to raise Jinghua Pharmaceutical Group Co.Ltd(002349) foreign capital net buy 2 shares, institutions net buy 15 shares
On March 23, Jinghua Pharmaceutical Group Co.Ltd(002349) , with a net inflow of 139 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 rose 5.97% during the day and 28.23% in the past three days. Guotai Junan Securities Co.Ltd(601211) Shanghai Branch, the top net inflow of funds, bought 130 million yuan in three days. A total of 25 shares were involved in the institutional participation in the dragon and tiger list, of which 15 shares were net bought by the institution, and Zhejiang Construction Investment Group Co.Ltd(002761) was the most bought, amounting to 958592 million yuan.
Resumption of trading of 86 shares limited: Fujian Snowman Co.Ltd(002639) first board Ningbo Construction Co.Ltd(601789) back sealing Jinghua Pharmaceutical Group Co.Ltd(002349) fried board
Today (March 23), the three major indexes continued to rebound, led by the gem index. The turnover of the two cities today was 942.5 billion, a decrease of 20.3 billion compared with the previous trading day. On the disk, CRO, communication equipment, hydrogen energy, real estate, traditional Chinese medicine and other sectors led the increase, while pharmaceutical commerce, electronic ID card, building energy conservation, oil and gas exploitation and other sectors led the decline. A total of 86 shares rose today, down 11 shares from the 97 limit on the previous trading day. In the Shenwan industry, beauty care and communication led the rise in the two cities.
Gem index rebounded by more than 1% and 9 shares, including Poly Developments And Holdings Group Co.Ltd(600048) , Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) and others, reached a record high
On March 23, the Shanghai stock index closed at 327103 points, up 0.34%; Shenzhen composite index closed at 1240865 points, up 0.73%; The gem index closed at 271595 points, up 1.03%. According to the data of China stock market news choice, the intraday share prices of 12 stocks hit an all-time high today, including Poly Developments And Holdings Group Co.Ltd(600048) , Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , etc. Data show that the intraday share prices of 11 stocks hit a record low today, including Nanjing Vishee Medical Technology Co.Ltd(688580) and so on
blockbuster news
The office of the CPC Central Committee and the office of the State Council issued the opinions on building a higher level public service system for national fitness
Recently, the general office of the CPC Central Committee and the general office of the State Council issued the opinions on building a higher-level public service system for national fitness, which requires that by 2025, a higher-level public service system for national fitness will be basically established, the per capita area of sports venues will reach 2.6 square meters, the proportion of people who often participate in physical exercise will reach 38.5%, and the basic public service system for national fitness provided by the government will be more perfect and the standards will be more sound The quality has been significantly improved.
The State Council approved the implementation plan of the 14th five year plan for the construction of Beibu Gulf Urban Agglomeration
The city city group city construction in one belt, one road, is based on the new western coastal and coastal new channel, and will be deeply linked to the Yangtze River economic belt development, the construction of the Guangdong Bay area and the Gulf of Hainan. It will promote the construction of the free trade port in Hong Kong and join the "one belt and one road" initiative, expand the open and integrated operation, develop the sea economy, accelerate the construction of the blue bay city group, and push a new path in promoting the high quality development of the urban agglomeration. Show new achievements in serving and integrating into the new development pattern, and take new steps in promoting green development.
12 departments jointly issued the pilot list of IPv6 technology innovation and integrated application
The notice made it clear that all pilot cities and pilot units should formulate specific implementation plans, clarify the pilot objectives and tasks that can be quantified, inspected and evaluated, refine the work plan, and put forward specific operable and implementable measures. Accelerate the continuous breakthrough of IPv6 key technology innovation, application innovation, service innovation and management innovation, actively build an "IPv6 +" technology industry ecosystem, and form a number of replicable and popularized practices and experiences.
The financial science and Technology Committee of the people's Bank of China held a meeting to study and deploy key work in 2022
According to the news on the central bank's website on March 23, recently, the financial technology committee of the people's Bank of China held a meeting to summarize the work in 2021 and study and deploy the key tasks in 2022. The meeting stressed that in 2022, we should implement the outline of the 14th five year plan, take multiple measures to promote the implementation of the fintech development plan (20222025), and promote the digital transformation of Finance with high quality.
Untie! House prices fell seven times in a row, and Harbin abolished purchase restrictions and other property market regulation policies
On March 23, according to the website of Harbin Municipal People's government, the notice of the general office of Harbin Municipal People's Government on Further Strengthening the regulation of the real estate market has completed its phased regulation mission and is to be abolished. Since the fourth quarter of last year, the tone of property market regulation has changed from cold to warm, while Harbin has been in the forefront of moderately relaxed regulation. In October last year, Harbin housing and Urban Rural Development Bureau jointly issued a "rescue" policy, including a maximum subsidy of 100000 yuan for buying a house, relaxing the age limit of second-hand housing provident fund loans, and helping real estate enterprises speed up project construction.
Strictly investigate the 1 yuan "routine insurance"! CBRC issued a message to investigate Wukong insurance related violations
One yuan can buy millions of insurance, which is actually an induced sale in the name of "discount".
Recently, Wukong Bao was exposed by China Central Television with the gimmick of "0 yuan, 1 yuan in the first month" and "free collection" to obtain high premiums. The China Banking and Insurance Regulatory Commission said it would launch a case investigation, seriously investigate and deal with the illegal acts of insurance companies and insurance intermediary companies involved in Wukong insurance, and protect the legitimate rights and interests of consumers
hot spot stocks
New energy stocks limit the tide! The implementation of energy planning policies is high, and the boom continues to grow steadily. Which direction has the highest consensus
Huachuang Securities pointed out that the "14th five year plan" modern energy system was officially issued, which provided directional guidance for China's energy system during the "14th five year plan". Among them, the contents related to power system and new energy include promoting the installation of new energy such as wind power, photovoltaic and the construction of supporting new power system, and further promoting the reform of power marketization.
The rise of energy stocks! Alcohol stocks broke out in the afternoon Jinhui Liquor Co.Ltd(603919) once limit Kweichow Moutai Co.Ltd(600519) soared
Zhongtai Securities Co.Ltd(600918) pointed out that the economy continued to recover and famous wines entered the value range. According to the data, the performance of famous liquor in the first quarter of 22 was generally in line with expectations, with high-end stability, high elasticity of sub high-end liquor enterprises, and generally good dynamic sales. In terms of high-end liquor, the net revenue of the first quarter continued to improve compared with that of the second quarter. Focus on high-end liquor leading enterprises with strong performance predictability, such as Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Luzhou Laojiao Co.Ltd(000568) and so on.
Eight major brokerage theme strategies: antigen detection, small molecule drugs, traditional Chinese medicine covid-19 industry chain target is still worth pursuing?
Sinolink Securities Co.Ltd(600109) said that it pays attention to the double main lines of high performance growth and epidemic prevention and control. Epidemic prevention and control mainly includes detection and killing, including detection and killing, vaccines and specific drugs and their R & D industrial chain, upstream supply chain, etc., with emphasis on vaccines and specific drugs (domestic and foreign) and their R & D industrial chain. It is suggested to pay attention to nucleic acid vaccine, pharmacy, antigen detection and other related industries
selected announcements of listed companies
Mingxin Automotive Leather Co.Ltd(605068) : become a leather material supplier of a well-known new energy host factory in China
Mingxin Automotive Leather Co.Ltd(605068) ( Mingxin Automotive Leather Co.Ltd(605068) ) on March 23, it was announced that the company had recently received a notification letter from a well-known new energy host factory in China, and the company became the supplier of leather materials for its new project. According to the customer's plan, the project is expected to start mass production in 2023, with a total life cycle amount of about 400 million yuan.
Xiamen Bank Co.Ltd(601187) : conditions for triggering measures to stabilize stock price
Xiamen Bank Co.Ltd(601187) ( Xiamen Bank Co.Ltd(601187) ) announced on March 23 that the closing price of A-Shares of the company has been lower than the audited net assets per share in the latest period for 20 consecutive trading days, meeting the conditions for triggering the measures to stabilize the stock price. The company will convene the board of directors before April 8, 2022 to formulate and announce specific measures to stabilize the stock price.
Shouhang High-Tech Energy Co.Ltd(002665) : photovoltaic hydrogen production comprehensive energy storage demonstration project was filed
Shouhang High-Tech Energy Co.Ltd(002665) ( Shouhang High-Tech Energy Co.Ltd(002665) ) on March 23, it was announced that Gansu Shouhang scenery hydrogen energy Co., Ltd., a wholly-owned subsidiary, obtained the filing document of "photovoltaic hydrogen production comprehensive energy storage demonstration project of Gansu Shouhang scenery hydrogen energy Co., Ltd." issued by the development and Reform Bureau of Suzhou District, Jiuquan City, Gansu Province on March 22. In addition, the company signed a contract with Shanxi installation group, which agreed that the company would provide Shanmei Hequ 2 to Shanxi installation group × The EPC project of 350MW low calorific value coal power generation project provides direct air cooling system equipment, with a total contract amount (including tax) of 117 million yuan.
Shandong Daye Co.Ltd(603278) : proposed wholly-owned subsidiary to accelerate the construction of new energy
Shandong Daye Co.Ltd(603278) ( Shandong Daye Co.Ltd(603278) ) announced on March 23 that in order to further strengthen the management of comprehensive energy utilization and accelerate the construction of new energy, the company plans to invest in the establishment of a wholly-owned subsidiary, Shandong Daye new energy Co., Ltd., with a registered capital of 20 million yuan, and its business scope includes wind power generation technology services; Sales of new energy prime mover equipment Cecep Solar Energy Co.Ltd(000591) thermal power generation equipment sales; Manufacturing of photovoltaic equipment and components, etc.
Jiangsu Eastern Shenghong Co.Ltd(000301) : the subsidiary plans to invest RMB 6.655 billion in the construction of an intelligent functional fiber project with an annual output of 1 million tons
Jiangsu Eastern Shenghong Co.Ltd(000301) ( Jiangsu Eastern Shenghong Co.Ltd(000301) ) it was announced on March 23 that Honghai new materials, a secondary wholly-owned subsidiary of the company, plans to invest in the construction of an intelligent functional fiber project with an annual output of 1 million tons. The total investment of the project is 6.655 billion yuan. The project is planned to be implemented in two phases, and the construction period of each phase is planned to be two years.
Foxconn Industrial Internet Co.Ltd(601138) : the expected repurchase amount in the next three months shall not be less than 500 million yuan
Foxconn Industrial Internet Co.Ltd(601138) ( Foxconn Industrial Internet Co.Ltd(601138) ) announced on March 23 that the company had previously disclosed that it planned to repurchase shares of 1-1.5 billion yuan. The company plans to accelerate the repurchase of the company's shares in the form of centralized competitive trading in the next three months. It is expected that the repurchase amount will not be less than 500 million yuan, and the cumulative total repurchase amount will not be less than 800 million yuan. The overall scale of the repurchase plan will remain unchanged. The subsequent company will continue to implement repurchase according to the repurchase plan.
Unilumin Group Co.Ltd(300232) : it is proposed to repurchase shares with no more than 50 million yuan
Unilumin Group Co.Ltd(300232) ( Unilumin Group Co.Ltd(300232) ) it was announced on March 23 that the company plans to repurchase 3-5 million shares of the company with no more than 50 million yuan for the implementation of equity incentive plan or employee stock ownership plan. The repurchase price shall not exceed 10 yuan / share.
Zhejiang Anglikang Pharmaceutical Co.Ltd(002940) : it is planned to increase the holding of Kerui by no more than 40 million yuan Jinyu Bio-Technology Co.Ltd(600201)
Zhejiang Anglikang Pharmaceutical Co.Ltd(002940) ( Zhejiang Anglikang Pharmaceutical Co.Ltd(002940) ) announced on March 23 that on March 15, the company continued to increase its 1.35% stake in Kerui biology with its own capital of 13.509 million yuan through the trading platform of the national small and medium-sized enterprise share transfer system. At present, the company has purchased 20% shares of Kerui biology. The company plans to use its own or self raised funds of no more than 40 million yuan to continue to increase its holdings of Kerui Jinyu Bio-Technology Co.Ltd(600201) .
Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) : it is proposed to sign the top-level planning service contract of Huawei digital Hualan lighthouse Factory
Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) ( Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) ) announced on March 23 that the company plans to sign the top-level planning service contract of Huawei digital Hualan lighthouse factory with Huawei Technology Co., Ltd., with a total contract amount of 18.999 million yuan (tax included). Huawei planning consulting team and Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) team will jointly carry out the top-level design of the company's Lighthouse factory, and establish the blueprint and evolution roadmap of Hualan digital transformation and Huawei digital Hualan lighthouse factory in 3-5 years, While planning and construction, gradually promote the implementation of the vision and goal of digital Hualan lighthouse factory.
