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 lower and pharmaceutical stocks rose against the market
On March 24, the stock index fell by more than 1% and rebounded in the afternoon; The Shenzhen Component Index fell more than 1.5% in the session, while the gem index fell more than 2% in the morning and once turned red in the afternoon. The turnover of the two cities shrank again, with a full day turnover of about 920 billion yuan; There was a slight net outflow of funds from the north.
The market continued to adjust and active funds focused on covid-19 drugs, and the "demon" stocks performed well
Today, a total of 61 shares rose by the limit, 28 shares were fried, and the closure rate was 68%, with 16 stocks connected to the board Luoyang Northglass Technology Co.Ltd(002613) 8 connecting sector, Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) , Tianjin Tianbao Infrastructure Co.Ltd(000965) 7 connecting sector, Yango Group Co.Ltd(000671) 6 connecting sector, Shenzhen Grandland Group Co.Ltd(002482) 5 connecting sector. On the disk, 953 stocks rose and 3731 stocks fell; Cro, pharmaceutical circulation, precious metals and other sectors led the increase, while digital currency, 5g, real estate, semiconductor chip and other sectors led the decline.
How to grasp the structural opportunity of the continuation of the "medicine" market on Thursday?
On Thursday, the A-share market rose less and fell more, showing a general decline pattern. In terms of hot spots, 19 pharmaceutical stocks rose against the market limit. In the face of the shock and bottoming of the market, how can A-Shares grasp the investment opportunities in the market of structural differentiation? For the trend after the stabilization and rebound of a shares, institutions generally said that the market has entered the bottom grinding period, and the opportunities outweigh the risks in the medium and long term.
Dragon and tiger list: 356 million yuan rush to raise Andon Health Co.Ltd(002432) foreign capital net buy 2 shares, institutions net buy 7 shares
On March 24, Andon Health Co.Ltd(002432) , with a net capital inflow of 356 million yuan, was the largest among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 20.16% throughout the day. CITIC Hangzhou Fengqi Road, the top net inflow of funds, bought 257 million yuan; Huaxin Shenzhen Branch net purchases 161 million yuan; CITIC Shanghai Liyang road net purchase of 110 million yuan. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 7 were net bought by the institution, and Luoyang Northglass Technology Co.Ltd(002613) was the most bought, amounting to 685273 million yuan. In addition, 17 shares were net sold by institutions, and Wingtech Technology Co.Ltd(600745) was sold the most, amounting to 615 million yuan.
Resumption of trading of 77 shares limited: China Meheco Group Co.Ltd(600056) fried board Jinghua Pharmaceutical Group Co.Ltd(002349) 4 board Andon Health Co.Ltd(002432) first board
Today (March 24), the three major indexes closed down slightly, with a turnover of 92.1 billion in the two cities, a decrease of 22.4 billion compared with the previous trading day. On the disk, CRO, pharmaceutical business, recombinant protein, precious metals and other sectors led the rise, while digital currency, communication equipment, digital economy, electronic ID card and other sectors led the decline. A total of 77 shares rose today, down 9 shares from 86 shares in the previous trading day. Among the Shenwan level industries, medicine, biology and coal led the rise of the two cities.
The stock index shrank and adjusted, and 9 stocks including China Mobile and Guangdong No.2 Hydropower Engineering Company Ltd(002060) reached a record high
On March 24, the Shanghai stock index closed at 325026 points, down 0.63%; Shenzhen composite index closed at 1230550 points, down 0.83%; The gem index closed at 270621 points, down 0.36%. According to the data of China stock market news choice, the intraday share prices of nine stocks hit an all-time high today, including China Mobile, Guangdong No.2 Hydropower Engineering Company Ltd(002060) etc. Data show that the intraday share prices of 18 stocks hit a record low today, including Nanjing Vishee Medical Technology Co.Ltd(688580) and so on
blockbuster news
Li Keqiang inspected the Ministry of agriculture and rural areas and presided over a symposium
On the 23rd, Li Keqiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, visited the Ministry of agriculture and rural areas and presided over a symposium. Li Keqiang said that China still has a long way to go to realize modernization, and that the registered residence population in rural areas still has 760 million, so we must continue to promote agricultural modernization. We will consolidate and expand the achievements in poverty alleviation and solidly promote rural revitalization. Respect the wishes of farmers and develop various forms of moderate scale operation according to local conditions. Firmly hold the red line of 1.8 billion mu of cultivated land, promote the construction of farmland water conservancy facilities and high standard farmland, speed up the tackling, popularization and application of improved varieties and advanced agricultural machinery and equipment, and improve the comprehensive agricultural production capacity.
Central bank: solidly promote the pilot of digital RMB research and development and orderly expand the scope of the pilot
On March 24, the people's Bank of China held a video conference on money, gold and silver and security in 2022. The meeting required that in 2022, the people's Bank of China's cash security system should solidly promote the digital RMB research and development pilot based on the new development stage, orderly expand the pilot scope, continuously improve the design and use, and gradually establish and improve the management system framework.
Ministry of Commerce: I hope the United States will cancel all the additional tariffs on China as soon as possible
Shu jueteng, spokesman of the Ministry of Commerce, said: China has noted that on March 23, the office of the U.S. trade representative announced that it will resume the exemption of 352 tariff increases on imports from China, which is conducive to the normal trade of related products. China has always believed that the unilateral tariff increase measures taken by the United States are not conducive to China, the United States and the world. In the current situation of rising inflation and challenges to global economic recovery, it is hoped that the United States will, in the fundamental interests of consumers and producers in China and the United States, cancel all tariffs imposed on China as soon as possible and promote bilateral economic and trade relations to return to normal as soon as possible.
Two ministries and commissions: small-scale VAT taxpayers are exempted from VAT
In order to further support the development of small and micro enterprises, the relevant VAT policies are hereby announced as follows: from April 1, 2022 to December 31, 2022, the taxable sales income of small-scale VAT taxpayers with a collection rate of 3% is applicable, and the VAT is exempted; The prepayment of value-added tax applicable to the prepayment rate of 3% shall be suspended.
Ministry of Finance: from January to February, the total profit of state-owned enterprises was 611.86 billion yuan, with a year-on-year increase of 16.8%
According to the data of the Ministry of finance, from January to February, the total operating revenue of state-owned enterprises was 1162084 billion yuan, a year-on-year increase of 14.0%. Among them, the central enterprises reached 696678 billion yuan, a year-on-year increase of 16.0%; Local state-owned enterprises reached 465406 billion yuan, an increase of 11.0% year-on-year. From January to February, the total profit of state-owned enterprises was 611.86 billion yuan, a year-on-year increase of 16.8%. Among them, the central enterprises reached 485.25 billion yuan, a year-on-year increase of 20.9%; Local state-owned enterprises reached 126.61 billion yuan, an increase of 3.3% year-on-year
hot spot stocks
Hengtong Optic-Electric Co.Ltd(600487) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) and other listed companies were selected! Alipay and Baidu are also on this list.
Huaxi Securities Co.Ltd(002926) believes that the investment boom of subsequent operators in IPv6 transformation can still be maintained, while the IPv6 transformation of third-party IDC, CDN and cloud computing infrastructure still has great room for improvement. It is optimistic about the continuous upgrading needs of commercial enterprise routers, switches, load balancing, firewalls and other IT equipment.
Among the listed companies, Zte Corporation(000063) is the first manufacturer in China to obtain the first phase of IPv6 ready certification. It has a dual stack operating system platform with independent intellectual property rights and a full range of IPv4 / IPv6 dual stack data communication products.
The organization said that "the winning rate of bullish gold is high"! Is the concept stock configuration window coming?
East Asia Qianhai securities mentioned that gold entered an important allocation time point. Gold market is highly liquid, and market expectation often plays an important role. Looking back on the past six interest rate hikes, the average rise and fall of gold in the year, half a year and one month before the Fed's interest rate hike were 10.37%, - 0.99% and - 1.32% respectively; The average increase and decrease in the following year, half a year and one month were 6.67%, 7.81% and 0.02% respectively. The performance of the gold market after the interest rate increase is better than that before the interest rate increase, indicating that the release of market concerns has played a positive role in promoting the gold price.
China mobile set a new high! Strong trend of CXO concept Zhejiang Yatai Pharmaceutical Co.Ltd(002370) soaring limit
Everbright Securities Company Limited(601788) said that CXO is still an excellent sector with both certainty and growth in the pharmaceutical sub field in terms of stock price performance in the capital market and business fundamentals. From the perspective of business fundamentals, China's CXO is deeply integrating resources. The first tier enterprises accelerate the expansion of business territory and capability circle through acquisition and capacity expansion.
Theme strategy of eight securities companies: covid-19 industry chain is unprecedented! Which pharmaceutical stocks are most favored by the exposure of four allocation ideas?
Huaan Securities Co.Ltd(600909) said that with the development of oral covid-19 small molecule drugs entering the commercialization stage one after another, the demand for upstream intermediates and APIs has also increased explosively under the catalysis of the epidemic, and the covid-19 industrial chain is unprecedented. Moshadong molnupiravir chain: MPP takes the lead in releasing incremental demand; Pfizer paxlovid chain: the original research capacity is planned to be 120 million courses in 2022 to activate the whole industrial chain; Other chains: yanyeyi's supply chain drive is imminent, and the domestic oral covid-19 drug chain is worth looking forward to
selected announcements of listed companies
Suzhou Kingswood Education Technology Co.Ltd(300192) : increase the price of ink products from April 1
Suzhou Kingswood Education Technology Co.Ltd(300192) ( Suzhou Kingswood Education Technology Co.Ltd(300192) ) announced on March 24 that the company decided to adjust the sales price of the company's ink and related products on the basis of the existing sales price from April 1, 2022 by 5% - 10%. The price increases of different categories of the company's products will be different.
Shenzhen Yhlo Biotech Co.Ltd(688575) : covid-19 virus antigen detection kit has obtained China medical device registration certificate
Shenzhen Yhlo Biotech Co.Ltd(688575) ( Shenzhen Yhlo Biotech Co.Ltd(688575) ) March 24th announcement, the company independently developed and produced New Coronavirus (2019-nCoV) antigen detection kit (colloidal gold method) obtained China medical device registration certificate.
Hunan Oil Pump Co.Ltd(603319) : joint stock company Hainan Dongjiang approved to carry out intelligent vehicle road test
Hunan Oil Pump Co.Ltd(603319) ( Hunan Oil Pump Co.Ltd(603319) ) it was announced on March 24 that recently, the company's joint-stock company Hainan Dongjiang received the notice of intelligent vehicle road test in Hainan Province jointly issued by Hainan Provincial Department of industry and information technology, Hainan Provincial Department of public security and Hainan Provincial Department of transportation, approving Hainan Dongjiang to carry out intelligent vehicle road test on the corresponding public roads in Hainan Province.
Guanfu Holdings Co.Ltd(002102) : the construction project with an annual output of 260 tons of carbonic anhydride has obtained the approval for project initiation and filing
Guanfu Holdings Co.Ltd(002102) ( Guanfu Holdings Co.Ltd(002102) ) announced on March 24 that the wholly-owned subsidiary nengte technology plans to use its own capital of 50 million yuan to reconstruct some of the original production lines, which will be used for the production of carbonic anhydride by nengte technology. As of the date of this announcement, the construction project with an annual output of 260 tons of carbonic anhydride has obtained the approval of project initiation and filing.
Guangdong Jiayuan Technology Co.Ltd(688388) : it is planned to invest no more than 1 billion yuan in the construction of a new electrolytic copper foil project with an annual output of 15000 tons
Guangdong Jiayuan Technology Co.Ltd(688388) ( Guangdong Jiayuan Technology Co.Ltd(688388) ) it was announced on March 24 that the company plans to invest in Jiangxi Jiayuan, a wholly-owned subsidiary, as the main body of the project, to build a new electrolytic copper foil project with an annual output of 15000 tons, mainly producing high-end electrolytic copper foil, with an investment amount of no more than 1 billion yuan.
joy Zhixing: it is proposed to sign the investment cooperation agreement of 500 million yuan new energy automobile and household appliance parts recyclable packaging production base project
Joy Zhihang (301198) announced on March 24 that the company plans to sign the investment cooperation agreement on the project of renewable energy automobile and household appliance parts recyclable packaging production base with Chaohu Municipal People's government. The investment of the project is mainly engaged in the R & D, production and sales of recyclable packaging of new energy vehicles and home appliance parts. The total investment of the project is about 500 million yuan.
Ningxia Xinri Hengli Steel Wire Rope Co.Ltd(600165) : the chairman increased 429600 shares on the 24th, and plans to increase Shanghai Pudong Development Bank Co.Ltd(600000) shares to 1 million shares in total
Ningxia Xinri Hengli Steel Wire Rope Co.Ltd(600165) ( Ningxia Xinri Hengli Steel Wire Rope Co.Ltd(600165) ) it was announced on March 24 that Huang Haisu, chairman of the company, increased his holding of 429600 shares on March 24. In the next six months, Huang Haisu plans to continue to increase the shares of the company at a price of no more than 15 yuan / share, with a cumulative increase of Shanghai Pudong Development Bank Co.Ltd(600000) shares to 1 million shares (including the number of shares increased this time).
Hyunion Holding Co.Ltd(002537) : the first hydrogen energy refrigerated vehicle of Hubei hailimeida, a subsidiary, is currently in the stage of small batch promotion
Hyunion Holding Co.Ltd(002537) ( Hyunion Holding Co.Ltd(002537) ) said on the interactive platform that the company has invested in two funds, Xinyu Zhike carbon neutral equity investment partnership (limited partnership) and Jiaxing Lihang No. 1 equity investment partnership (limited partnership). The fund mainly invests in high-quality enterprises in the field of new energy (including hydrogen energy), advanced intelligent manufacturing, new materials, new technology and other areas supported by national industrial policies, And the above-mentioned funds have also successively invested in outstanding enterprises in some related fields. In addition, the first hydrogen energy refrigerated vehicle of Hubei hailimeda Automobile Co., Ltd., a subsidiary of the company, is currently in the stage of small batch promotion.
