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 ended lower: the gem fell 2.5%, and agricultural stocks rose against the market
On March 25, the stock index fluctuated in a narrow range in the morning, fell lower near the afternoon, and accelerated downward in the afternoon; The Shenzhen Composite Index and the gem index weakened in intraday shocks and fell sharply in the afternoon. The Shenzhen composite index fell nearly 2%, and the gem index fell more than 2.5% and lost 2700 points again; The turnover of the two cities shrank again, with a full day turnover of about 910 billion yuan and a net sale of more than 3 billion yuan to the north.
High stocks began to ebb in the late trading, and once rose sharply in five boards in six days. Stocks plunged in the late trading
Today, the three major A-share indexes fluctuated and adjusted throughout the day, and finally chose to adjust downward after a horizontal contraction of 6 trading days above the “policy bottom” formed on March 16. In fact, the back test of historical data found that most of the stock market fell below the tomb sweeping day over the years. Although the index is expected to bottom again next week, the policy bottom below is clear, and the closer it is to the top low or the more it can attract funds to undertake bottom reading.
The three major indexes of A-Shares collectively fell by more than 1%, and the agricultural, textile and clothing sectors strengthened against the market!
Looking back on the trend of the major indexes on Wednesday, the Shanghai index fell by 1.19%, the Shenzhen Component Index fell by 2.08% and the gem index fell by 2.79% China International Capital Corporation Limited(601995) said that some factors causing market adjustment have been actively resolved at the policy level, the fundamental signal is still weak, the potential inflection point may still need to wait for the effectiveness of the policy to achieve fundamental improvement, and the market may still repeat in the short term, but the stage similar to the sharp decline in the early stage may have ended, and the subsequent market may gradually enter the bottom grinding stage.
Dragon and tiger list: 325 million rush to raise China Meheco Group Co.Ltd(600056) foreign capital net buy 4 shares, institutions net buy 13 shares
On March 25, China Meheco Group Co.Ltd(600056) , with a net capital inflow of 325 million yuan, was the largest among the stocks on the list. Data show that the stock closed at the daily limit, with a turnover rate of 16.65% throughout the day. The net flow of funds into the top CITIC Xi’an Zhuque street, with a net purchase of 351 million yuan. A total of 33 stocks were involved in the institutional participation in the dragon and tiger list, of which 13 were net bought by the institution, and Jinghua Pharmaceutical Group Co.Ltd(002349) was the most bought, with a total of 125 million yuan. In addition, 20 shares were sold by institutions, and Zhejiang Jingxin Pharmaceutical Co.Ltd(002020) was sold the most, with a net sales of 912109 million yuan in three days.
Resumption of trading of 86 stocks up limit: Jinghua Pharmaceutical Group Co.Ltd(002349) broken board Luoyang Northglass Technology Co.Ltd(002613) 9 board China Meheco Group Co.Ltd(600056) down limit
Today (March 25), the three major indexes fell by more than 1%. The turnover of the two cities today was 918.3 billion, a decrease of 1.8 billion compared with the previous trading day. On the disk, the growth of Internet e-commerce, textile manufacturing, agricultural planting, aquaculture and other sectors ranked first, and the decline of covid-19 detection, hjt, covid-19 treatment, cro and other sectors ranked first. A total of 86 shares rose by the daily limit today, an increase of 9 shares compared with the daily limit of 77 shares on the previous trading day. Among the Shenwan level industries, agriculture, forestry, animal husbandry and fishery, textile and clothing led the two cities.
The three major indexes all fell by more than 1% Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Guangdong No.2 Hydropower Engineering Company Ltd(002060) and other 14 stocks hit a record high
On March 25, the Shanghai stock index closed at 321224 points, down 1.17%; Shenzhen composite index closed at 1207273 points, down 1.89%; The gem index closed at 263794 points, down 2.52%. According to the data of China stock market news choice, the intraday share prices of 14 stocks hit a record high today, including Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Guangdong No.2 Hydropower Engineering Company Ltd(002060) , Ningbo Menovo Pharmaceutical Co.Ltd(603538) , etc. Data show that the intraday share prices of 22 stocks hit a record low today, including Ligao Foods Co.Ltd(300973) and so on
blockbuster news
State Council: complete the raising of financial stability guarantee fund by the end of September
The State Council announced the opinions on the division of key work in the implementation of the government work report: the people’s Bank of China is required to take the lead, and the national development and Reform Commission, the Ministry of justice, the Ministry of finance, the CBRC, the CSRC and the State Administration of foreign exchange are responsible according to the division of responsibilities. The work related to the raising of financial stability guarantee fund shall be completed by the end of September and continued during the year.
CBRC: the establishment of the financial stability guarantee fund is under way, mainly for the disposal of major systemic risks
On March 25, the person in charge of relevant departments of the China Banking and Insurance Regulatory Commission said that the financial stability guarantee fund is an important risk disposal measure for systemic hidden dangers and plays a routine function. The financial stability guarantee fund is taken from the market and used in the market. In terms of fund charges, different industries and different subjects will be differentiated to implement differentiated charges, so as to better balance the risk, return and responsibility.
Interim Measures for the interconnection between Shanghai and Shenzhen stock exchanges and overseas stock exchanges for the listing and trading of depositary receipts issued
In order to further deepen the interconnection between domestic and foreign markets, today, the Shanghai Stock Exchange officially issued the Interim Measures for the interconnection between Shanghai Stock Exchange and overseas stock exchanges for the listing and trading of depositary receipts and the supporting guidelines for relevant cross-border conversion and market making business, which will come into force from the date of promulgation. Subsequently, according to the unified deployment of the CSRC, the Shanghai Stock Exchange will continue to provide interconnected depositary receipts business services, continue to deepen the cross-border cooperation mechanism, and unswervingly promote the institutional two-way opening of the capital market.
Allocate more equity funds to insurance institutions
The CIRC will give full play to the advantages of long-term investment of insurance funds and guide insurance institutions to allocate more funds to equity assets. Further enrich the channels for insurance funds to participate in capital market investment. Support insurance companies to increase capital market investment, especially the stocks of high-quality listed companies, through direct investment, entrusted investment and investment in public funds.
China Securities Association held a regular meeting of chief economists, and experts suggested that the real estate policy should be adjusted timely and appropriately
On March 24, the China Securities Association held a regular meeting of chief economists of the securities fund industry in the first quarter of 2022. The participating experts suggested that the real estate policy should be adjusted timely and appropriately according to the overall requirements of stable growth, strengthen supply side reform, stabilize real estate investment and expectations, and promote the virtuous circle and healthy development of the real estate industry. Give play to the leading role of manufacturing industry in economic development, stabilize the supply chain of manufacturing industry, and increase support for digital development and the implementation of “double carbon” policy.
The Guangdong government has made a move! Reduce or exempt the rent for 6 months, and shall not blindly cherish loans, withdraw loans, cut off loans and suppress loans
On March 25, the general office of Guangdong provincial government issued and implemented several measures to promote the recovery and development of difficult industries in the service industry in Guangdong Province, the action plan for promoting the steady growth of industrial economy in Guangdong Province, and ten measures to accelerate the high-quality development of Guangdong’s Prefabricated vegetable industry, so as to help the difficult industries in the service industry in Guangdong Province tide over the difficulties and resume development.
The action plan for promoting the steady growth of industrial economy in Guangdong province puts forward eight actions, including tax reduction and fee reduction, financing promotion, ensuring supply and price stability, investment boost, resource factor guarantee, improving the toughness of industrial chain supply chain, consumption drive, enterprise quality and efficiency improvement.
The central bank released the rating results of financial institutions of the central bank in the fourth quarter of 2021
The central bank released the rating results of the central bank’s financial institutions in the fourth quarter of 2021. Most institutions are within the safe boundary (level 1-7), and high-risk institutions (level 8-D) have decreased for six consecutive quarters, more than half of the peak pressure drop. On the whole, the rating results of most agencies are within the safety boundary (level 1-7), and the assets account for about 99%. There are 2201 institutions in the “green zone” (grade 1-5), 1881 institutions in the “yellow zone” (grade 6-7) and 316 institutions in the “red zone” (grade 8-D).
National Medical Insurance Bureau: the price of covid-19 antigen detection in public medical institutions shall not be higher than 5 yuan per person
On March 25, the National Medical Security Bureau issued a notice that the price of covid-19 antigen detection in public medical institutions is no higher than 5 yuan per person. The state health insurance bureau said that in order to meet the needs of epidemic prevention and control, reasonably control the price level and reduce the social and economic burden, the provincial health insurance departments should make clear the policy before April 8, 2022, and allow the New Coronavirus antigen detection service carried out by public medical institutions to be charged according to the “price item + testing reagent” method.
hot spot stocks
Expand the pilot scope in an orderly manner! The latest trend of digital RMB is coming. These tracks should be focused on!
China Merchants Securities Co.Ltd(600999) believes that digital RMB is one of the key tracks this year. The upgrading of terminal hardware is expected to bring a market scale of 10 billion; The extension of application scenarios overseas will expand overseas development opportunities for digital RMB IT solution providers. Minsheng Securities said that the digital RMB will bring deterministic opportunities to participants in the issuance and circulation links. The issue link mainly involves the construction of bank it system, and the circulation link mainly involves the construction of software and hardware ecology.
Real estate stocks continue to be active! The concept of meta universe also rose strongly Shunya International Martech (Beijing) Co.Ltd(300612) “20cm” limit
Bohai Securities believes that in March, it is necessary to continue to pay attention to relevant companies with low valuations in the industry that are favored by the theme of yuancosmos. Some local governments have successively issued development support policies in yuancosmos, and yuancosmos has also been written into the government work report of some local governments. In addition, the 2022 global yuancosmos conference hosted by China Mobile Communication Federation will be officially held in Shanghai from March 31 to April 1, It will also have a certain positive impact on the meta universe at that time.
8 board into demon stock standard configuration Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) , Tianjin Tianbao Infrastructure Co.Ltd(000965) hurricane medicine and real estate stocks are the “main melody” of the market
Xiangcai Securities pointed out that with policy support, we believe that traditional Chinese medicine still has great investment opportunities. From the demand side, the rigid demand characteristics of the pharmaceutical industry and the upgrading of pharmaceutical consumption jointly support the steady growth of the demand of the traditional Chinese medicine industry. From the perspective of policy, a series of favorable policies have been formed to promote the innovation of traditional Chinese medicine, the development of formula particles, the support of medical insurance and payment policies, and the continuous addition of traditional Chinese medicine decoction pieces can not exceed 25%, bringing policy dividends and new demand to the traditional Chinese medicine industry.
Eight brokerage theme strategies: three reasons for the “surge” of global food prices have been found! Sorting out the list of benefiting seed industry leaders
Zheshang Securities Co.Ltd(601878) said that with the intensive introduction of favorable policies and the improvement of supply and demand fundamentals, the industry has ushered in an upward cycle. It is expected that high-quality seed enterprises will usher in a performance release period in the next few years, the curtain of genetically modified organism breeding will open, the corn seed industry will usher in strong capacity expansion expectations, and the leading seed enterprises may usher in a high-speed growth stage. It is recommended to pay attention to the leader Yuan Longping High-Tech Agriculture Co.Ltd(000998) , as well as other seed enterprises with rich reserves of transgenic technologies and varieties
selected announcements of listed companies
Hangzhou Advance Gearbox Group Co.Ltd(601177) : the tender offer price of Xiaoshan state-owned assets is 8.13 yuan / share, and the trading will resume from the 28th
Hangzhou Advance Gearbox Group Co.Ltd(601177) ( Hangzhou Advance Gearbox Group Co.Ltd(601177) ) on March 25, it was announced that Xiaoshan state-owned assets planned to offer to acquire 19.99% of the company’s shares at a purchase price of 8.13 yuan / share. The trading of the company’s shares will resume from the opening of the market on March 28.
Zhejiang Songyuan Automotive Safety Systems Co.Ltd(300893) : it is proposed to invest in the project of automobile safety system and supporting parts with an annual output of 10 million sets
Zhejiang Songyuan Automotive Safety Systems Co.Ltd(300893) ( Zhejiang Songyuan Automotive Safety Systems Co.Ltd(300893) ) it was announced on March 25 that the company plans to sign the investment cooperation agreement with Chaohu Municipal People’s government, and plans to invest in the local construction of the “project with an annual output of 10 million sets of automobile safety systems and supporting parts” in Chaohu City. The total investment of the project is about 500 million yuan (including the working capital required for enterprise operation), and the land area is about 129.04 mu.
Project to be constructed: 1.8 billion yuan
Valiant Co.Ltd(002643) ( Valiant Co.Ltd(002643) ) it was announced on March 25 that the company plans to carry out the phase I construction project of cecep Wanrun (Penglai) new materials in Shandong Penglai Chemical Industrial Park through its wholly-owned subsidiary cecep Wanrun (Penglai) new materials Co., Ltd., so as to vigorously develop the company’s new materials business. The total investment of the project is planned to be 1.805 billion yuan, which is used to expand the production capacity of the company’s electronic information materials, special engineering materials and new energy materials, including 1150 tons / year of electronic information materials, 6500 tons / year of special engineering materials and 250 tons / year of new energy materials.
Guangdong Highsun Group Co.Ltd(000861) : the subsidiary plans to establish a joint venture with Guodian Haisheng new energy
Guangdong Highsun Group Co.Ltd(000861) ( Guangdong Highsun Group Co.Ltd(000861) ) it was announced on March 25 that Haiyin blue, a wholly-owned subsidiary of the company, plans to establish a joint venture with Guodian Haisheng new energy with its own funds. The registered capital of the joint venture is 50 million yuan, of which the subscribed capital of Haiyin blue accounts for 30% of the registered capital, which is 15 million yuan. The two sides will use the joint venture as a photovoltaic investment platform to cooperate in photovoltaic power generation, energy storage power generation, building energy conservation, energy monitoring and intelligent logistics.
Nations Technologies Inc(300077) : it is proposed to invest in the integration project of negative electrode materials for new energy power batteries with an annual output of 100000 tons
Nations Technologies Inc(300077) ( Nations Technologies Inc(300077) ) on March 25, it was announced that the holding subsidiary of the company, Inner Mongolia snow, plans to invest in the “integration project of negative electrode materials for new energy power batteries with an annual output of 100000 tons” in Suizhou City, Hubei Province, with a total investment of about 3 billion yuan. If the project can be carried out smoothly, it will help the company expand the production capacity of new energy cathode materials and solve the problem of insufficient existing production capacity.
Qingdao Gaoce Technology Co.Ltd(688556) : signed 141 million yuan photovoltaic cutting equipment sales contract with Jingke energy subsidiary
Qingdao Gaoce Technology Co.Ltd(688556) ( Qingdao Gaoce Technology Co.Ltd(688556) ) it was announced on March 25 that the company recently signed equipment sales contracts with Jingke energy (Yushan) Co., Ltd. and Jingke energy (Poyang) Co., Ltd., subsidiaries of Jingke energy. The subject matter of the above contract is photovoltaic cutting equipment, and the total contract amount is 141 million yuan (including tax).
Sinopec Shandong Taishan Pectroleum Co.Ltd(000554) : sign project development and construction cooperation agreement with state power investment Hainan new energy
Sinopec Shandong Taishan Pectroleum Co.Ltd(000554) ( Sinopec Shandong Taishan Pectroleum Co.Ltd(000554) ) announced on March 25 that it signed a project development and construction cooperation agreement with Hainan New Energy Investment Co., Ltd. of state power investment group.
The agreement proposes that relying on the advantages of tourism resources, coal chemical industry base and other regional resources in Tai’an City, the two sides will expand a variety of hydrogen production technologies and applications in the field of hydrogen production, such as new energy hydrogen production, natural gas hydrogen production, coal hydrogen production, methanol hydrogen production, industrial emission gas hydrogen production and so on; In the field of hydrogen use, efforts have been made to expand the application of hydrogen fuel cells in buses in tourist cities, the transformation of hydrogen storage and hydrogenation of existing gas stations, and the market-oriented promotion and application of hydrogen energy technologies such as new comprehensive hydrogenation energy stations.
Befar Group Co.Ltd(601678) : it is proposed to repurchase shares with RMB 50 million-100 million
Befar Group Co.Ltd(601678) ( Befar Group Co.Ltd(601678) ) on March 25, it was announced that the company planned to repurchase shares with 50 million yuan to 100 million yuan for employee stock ownership plan or equity incentive. The repurchase price shall not exceed 10 yuan / share.
Baida Group Co.Ltd(600865) : shareholder Xizi United holds 1.35% more shares
Baida Group Co.Ltd(600865) ( Baida Group Co.Ltd(600865) ) announced on March 25 that Xizi united, a shareholder holding more than 5%, increased its holdings of 5098800 shares of the company (accounting for 1.35% of the total share capital of the company) by means of centralized bidding from March 18 to 24, 2022.
Shenzhen Clou Electronics Co.Ltd(002121) : signing energy storage contract
Shenzhen Clou Electronics Co.Ltd(002121) ( Shenzhen Clou Electronics Co.Ltd(002121) ) on March 25, it was announced that the company recently signed a battery energy storage system equipment supply contract with a customer in the Americas, and the company will sell container battery energy storage system totaling 485mwh to the customer.
Chengdu Guibao Science & Technology Co.Ltd(300019) : net profit of 270 million yuan in 2021 and active layout of new energy and lithium battery industry
Chengdu Guibao Science & Technology Co.Ltd(300019) ( Chengdu Guibao Science & Technology Co.Ltd(300019) ) the annual report of 2021 was released on March 25. During the reporting period, the company achieved an operating revenue of 2.556 billion yuan, a year-on-year increase of 67.74%; The net profit was 267 million yuan, a year-on-year increase of 33%; It is proposed to distribute a cash dividend of 3 yuan (including tax) for every 10 shares Chengdu Guibao Science & Technology Co.Ltd(300019) said that in the future, the company will adhere to its main business, expand its production scale, build three production bases in southwest, East and South China, and consolidate its leading position in the construction glue industry; At the same time, we will actively lay out new energy and lithium battery material industries, vigorously develop silicon carbon cathode materials, and gradually form a “double main industry” development model.
Guangdong Electric Power Development Co.Ltd(000539) : it is proposed to invest 2.227 billion yuan in 400000 kW photovoltaic power generation project
Guangdong Electric Power Development Co.Ltd(000539) ( Guangdong Electric Power Development Co.Ltd(000539) ) it was announced on March 25 that the board of directors of the company agreed to wholly establish tumushuk Yuedian Hanhai new energy Co., Ltd. to invest in the 400000 kW photovoltaic power generation project of the 45th regiment of the third division of Xinjiang production and Construction Corps, with a total investment of 2.227 billion yuan.
