Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors’ reference
The Shanghai index fluctuated and sorted out, the gem index fell 1.66%, and the real estate sector strengthened
On March 28, the Shanghai stock index opened low and went low. At one time, it fell by more than 1%. Then, driven by real estate and finance, it rose slightly and returned to above 3200. It fell back again in the session and barely turned red in the end of the session; The Shenzhen Component Index and the gem index fell to 12000 points and the gem index fell more than 1.5% to 2600 points. The turnover of the two cities shrank again, with a full day turnover of less than 900 billion yuan. There was a significant net inflow of funds from the north in the afternoon, and a full day net purchase of more than 5 billion yuan.
Real estate stocks limit the tide! The three major stock indexes cover the gap, and the short-term mood is low
Today, there was another rising tide in the real estate sector, Tianjin Tianbao Infrastructure Co.Ltd(000965) 9 Lianban, Yango Group Co.Ltd(000671) 8 tian7 board, China Fortune Land Development Co.Ltd(600340) 6 tian4 board, Cinda Real Estate Co.Ltd(600657) 5 tian4 board. After the internal differentiation and consolidation of the real estate sector last week, it ushered in a full-scale outbreak again, which is enough to see that the funds have a high degree of recognition for the real estate sector, and the main attributes of the market are exposed. Therefore, before the continuous loss effect of the core high standard, the sector is still expected to continue the upward trend of shock.
The stock index turned red! Hot real estate stocks Tianjin Tianbao Infrastructure Co.Ltd(000965) 9 Lianban North net capital inflow of more than 5 billion yuan
On Monday (March 28), the three major A-share indexes got out of the shock differentiation market after opening low in the morning, and the Shanghai index stubbornly turned red, forming a pattern of strong Shanghai and deep weak Shanghai. In terms of hot spots, 15 real estate stocks collectively rose the limit and Tianjin Tianbao Infrastructure Co.Ltd(000965) 9 connected the board, which attracted much attention. For the shock differentiation trend of a shares, how to grasp the investment opportunities in the future? Institutions generally said that the market is in the process of shock bottoming, and future market opportunities outweigh risks.
Dragon and tiger list: 200 million rush to raise China Fortune Land Development Co.Ltd(600340) foreign capital net buy 1 share, institutions net buy 9 shares
On March 28, China Fortune Land Development Co.Ltd(600340) , with a net inflow of 200 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 closed within the daily limit, rising 15.49% in the past three days. Huaxin Shenzhen Branch, the top net inflow of funds, bought 131 million yuan on the third day. A total of 24 stocks were involved in the institutional participation list, of which 9 were net bought by the institution, and Guangdong No.2 Hydropower Engineering Company Ltd(002060) was the most bought, with RMB 181 million. In addition, 15 shares were net sold by institutions, and Ningbo Deye Technology Co.Ltd(605117) was sold the most, with 138 million yuan.
Resumption of 72 trading shares: Hubei Radio & Television Information Network Co.Ltd(000665) 2 board Zhongnongfa Seed Industry Group Co.Ltd(600313) seal back China Meheco Group Co.Ltd(600056) closed up
The trading volume of the Shanghai and Shenzhen stock market was 47.9 billion in two days, a three-month contraction compared with that of the Shanghai and Shenzhen stock market on the 8704 day. The concept of lithium and electric appliance development sectors, such as Honghu and Yanhu, were among the top gainers, while the concept of lithium and electric appliance development sectors, such as Honghu, and the Internet, were among the top gainers. Today, a total of 72 shares rose by the daily limit, 14 shares less than the 86 share limit of the previous trading day. In the Shenwan industry, coal and real estate led the rise of the two cities.
The trend of the three indexes was divided throughout the day, and 11 stocks such as Zhejiang Zhongxin Fluoride Materials Co.Ltd(002915) , Yankuang energy and others hit a record high
On March 28, the Shanghai stock index closed at 321450 points, up 0.07%; Shenzhen composite index closed at 1194994 points, down 1.02%; The gem index closed at 259413 points, down 1.66%. According to the data of China stock market news choice, the intraday share prices of 11 stocks hit an all-time high today, including Zhejiang Zhongxin Fluoride Materials Co.Ltd(002915) , Yankuang energy, Ningbo Menovo Pharmaceutical Co.Ltd(603538) , etc. According to the data, the intraday share prices of 62 stocks hit a record low today, including Ligao Foods Co.Ltd(300973) and so on
blockbuster news
State Council: set up a special additional deduction of individual income tax for the care of infants and young children under the age of 3
The State Council issued a notice on the establishment of a special additional deduction of individual income tax for the care of infants and young children under the age of 3. The relevant expenses of taxpayers for the care of infants and young children under the age of 3 shall be deducted according to the standard quota of 1000 yuan per month for each infant and young child. Parents can choose to deduct 100% of the deduction standard by one party or 50% of the deduction standard by both parties. The specific deduction method cannot be changed within a tax year.
SASAC: do a good job in the rent reduction of small and micro enterprises and individual industrial and commercial households in the service industry in 2022
The state owned assets supervision and Administration Commission of the people’s Republic of China (SASAC) issued a notice on rent reduction and exemption for small and micro enterprises and individual industrial and commercial households in the service industry in 2022. All central enterprises are required to proceed from the height of stabilizing market players, doing a good job in the “six stabilities” and implementing the “six guarantees”, resolutely implement the decisions and arrangements of the Party Central Committee and the State Council, actively implement the requirements of rent reduction policies, effectively reduce the operating burden of small and micro enterprises and individual workers and merchants in the service industry, and highlight the responsibility of central enterprises at the critical moment.
11. The Department deployed to ensure the supply and price of chemical fertilizer for spring ploughing
The stable supply and price of chemical fertilizer for spring ploughing is directly related to the stability of spring ploughing production. Recently, 11 departments and units issued a notice requiring all localities and relevant central enterprises to start with the production, supply, storage and marketing of chemical fertilizer, improve the transportation capacity of chemical fertilizer and its production raw materials, actively do a good job in reserves, improve the circulation efficiency of chemical fertilizer, strengthen the supervision and coordination of agricultural materials market We will earnestly promote the reduction and efficiency increase of chemical fertilizer, ensure the stable operation of chemical fertilizer supply and market, support agricultural production in spring, and consolidate the foundation for a good harvest of summer grain.
Dachang exchange: adjust the margin level of some contract transactions of iron ore futures
Big business exchange: after research, it is decided that since the settlement on March 30, 2022 (Wednesday), the margin level of speculative trading of iron ore futures i2205 and i2209 contracts will be adjusted from 12% to 15%, and the range of price limit and the margin level of hedging trading will remain unchanged at 10%.
National Development and Reform Commission: the price ratio of pig grain has entered the level-1 early warning range of excessive decline for five consecutive weeks
According to the national development and Reform Commission, the pig grain price ratio has entered the level-1 early warning range of excessive decline for five consecutive weeks. As of March 23, the exit price of pigs nationwide was 13.06 yuan / kg, down 1.28% from March 16; The price of corn in the main wholesale market was 2.88 yuan / kg, unchanged from March 16; The specific price of pig grain was 4.53, down 1.31% from March 16.
It is reported that Apple cut the order for airpods headphones and reduced the annual output of this year by more than 10 million sets
According to sources quoted by Nikkei news, apple cut the order for airpods earphones and reduced the annual production of more than 10 million sets this year because it expected moderate demand and hoped to reduce inventory levels.
According to counter point research, apple shipped 76.8 million airpods last year, but people familiar with the matter said that the overall shipments in 2022 may decline. Apple declined to comment on the report
hot spot stocks
Leading dividend hit a new high! The annual report window period for the collective rise of the coal sector has come to focus on the performance catalytic market
Guosheng Securities pointed out that it is optimistic about the valuation repair of high long-term association and high score red coal enterprises, with key recommendations: China Shenhua Energy Company Limited(601088) , China Coal Energy Company Limited(601898) , Shaanxi Coal Industry Company Limited(601225) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) . In addition, it is worth looking forward to the transformation of traditional energy enterprises under the goal of “double carbon”, focusing on Power Investment energy (green power), Shan Xi Hua Yang Group New Energy Co.Ltd(600348) (energy storage), Huaibei Mining Holdings Co.Ltd(600985) (new materials and green power), Yankuang energy (new materials and green power), Shanxi Meijin Energy Co.Ltd(000723) (hydrogen energy) and China Xuyang group (hydrogen energy). Actively layout the national reform in Shanxi, and focus on recommending Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) , Shanxi Coking Coal Energy Group Co.Ltd(000983) , with expected asset injection.
Bank stocks stand up to protect the market! “Two barrels of oil” supports a shares! The wind blows to the real estate sector Tianjin Tianbao Infrastructure Co.Ltd(000965) 9 connecting sector
China Greatwall Securities Co.Ltd(002939) mentioned that this year’s stable growth and wide credit environment are conducive to the stability of bank fundamentals. The performance of listed banks has maintained rapid growth and stable asset quality in the first two months. At present, the valuation of the sector is at a historical low, and the head bank has also deeply corrected to the low valuation in recent years. Ping An, Ningbo, Changshu and postal savings continue to be recommended.
Theme strategies of the eight major securities companies: March April is an important time to continue to over allocate real estate blue chips! Full carding of core targets
Citic Securities Company Limited(600030) said that from historical experience, real estate stocks did not fluctuate with the change of fundamental price, but rose and fell with the expectation of policy tightening. Now it seems that policy means are enough to promote the rebound of fundamentals, and the willingness of policy intervention under credit risk has reached the highest point. We believe that March April 2022 is an important time to continue to over allocate real estate blue chips
selected announcements of listed companies
Gpro Titanium Industry Co.Ltd(000545) : it is proposed to invest 10 billion yuan in the new energy battery material integration project
Gpro Titanium Industry Co.Ltd(000545) ( Gpro Titanium Industry Co.Ltd(000545) ) announced on March 28 that the company plans to invest in the construction of 200000 t / a battery grade iron phosphate, 200000 t / a lithium iron phosphate and other new energy battery material integration projects in Anhui (Huaibei) new coal chemical synthetic material base, with a total investment of about 10 billion yuan.
Ningbo Color Master Batch Co.Ltd(301019) : it is proposed to invest 600 million yuan to build a new material project with an annual output of 50000 tons of Color Masterbatch
Ningbo Color Master Batch Co.Ltd(301019) ( Ningbo Color Master Batch Co.Ltd(301019) ) announced on March 28 that the company plans to set up a wholly-owned subsidiary in Chuzhou economic development zone and invest in the construction of a new material project with an annual output of 50000 tons of Color Masterbatch, with a total investment of about 600 million yuan.
Hangzhou Arcvideo Technology Co.Ltd(688039) : proposed share repurchase of RMB 25-50 million
Hangzhou Arcvideo Technology Co.Ltd(688039) ( Hangzhou Arcvideo Technology Co.Ltd(688039) ) announced on March 28 that it was planned to repurchase shares at a price of 25-50 million yuan, with the repurchase price not exceeding 70 yuan / share. The repurchased shares will be fully used for employee stock ownership plan or equity incentive at an appropriate time in the future.
Zhejiang Huangma Technology Co.Ltd(603181) : proposed share repurchase of 30-60 million yuan
Zhejiang Huangma Technology Co.Ltd(603181) ( Zhejiang Huangma Technology Co.Ltd(603181) ) announced on March 28 that it is planned to repurchase shares of 30-60 million yuan, and the repurchase price shall not exceed 20 yuan / share. The shares repurchased this time are used for the subsequent employee stock ownership plan. If the above plan is not implemented, the shares repurchased by the company will be cancelled according to law.
Hexing Electrical Co.Ltd(603556) : proposed share repurchase of RMB 30-50 million
Hexing Electrical Co.Ltd(603556) ( Hexing Electrical Co.Ltd(603556) ) announced on March 28 that it is planned to repurchase shares with a price of 30-50 million yuan, and the repurchase price shall not exceed 15 yuan / share. The repurchased shares are intended to be used for equity incentive or employee stock ownership plan.
Zhejiang Southeast Space Frame Co.Ltd(002135) : jointly winning the EPC project of RMB 3.946 billion
Zhejiang Southeast Space Frame Co.Ltd(002135) ( Zhejiang Southeast Space Frame Co.Ltd(002135) ) it was announced on March 28 that the consortium formed by the company, Zhejiang Guotai Construction Group Co., Ltd. and Zhejiang University architectural design and Research Institute Co., Ltd. won the bid for the “EPC project of Xiaoshan Xidian Electronic Technology Industrial Park”, with a total winning amount of 3.946 billion yuan, accounting for 42.64% of the company’s operating revenue in 2020. The company and Zhejiang Guotai Construction Group Co., Ltd. are responsible for procurement and construction, and Zhejiang University architectural design and Research Institute Co., Ltd. is responsible for design.
Anhui Anke Biotechnology (Group)Co.Ltd(300009) : the company’s new production line of human growth hormone for injection was approved
Anhui Anke Biotechnology (Group)Co.Ltd(300009) ( Anhui Anke Biotechnology (Group)Co.Ltd(300009) ) announced on March 28 that recently, the company received the notice of approval for supplementary drug application issued by the State Food and drug administration, and the new production line of human growth hormone for injection in the North District of the company was officially approved for production. The new production line is the company’s commitment project to raise funds through non-public offering in 2018, “expansion and upgrading project of recombinant human growth hormone production line with an annual output of 20 million”. After the approval of the production line, it will effectively solve the existing capacity bottleneck and significantly improve the capacity supply capacity of the company’s main product human growth hormone.
Long term supply agreement between China and South Korea
Gem Co.Ltd(002340) ( Gem Co.Ltd(002340) ) on the evening of March 28, it was announced that Gem Co.Ltd(002340) Hong Kong, a wholly-owned subsidiary of the company, signed the equity transfer agreement with ecopro global, a subsidiary of ecopro in South Korea. The company signed the memorandum of understanding on medium and long term supply agreement of high nickel precursor for power battery with ecopro BM, a subsidiary of ecopro in South Korea. According to the agreement and memorandum, Gem Co.Ltd(002340) Hong Kong will transfer its 9% equity of qingmeibang to ecopro global, and Gem Co.Ltd(002340) and ecopro will jointly build Indonesia nickel resources project Gem Co.Ltd(002340) will expand the total supply of high nickel precursor materials (NCA & NCM) for power batteries to ecoprobm to 700000 tons from 2023 to 2026. After the equity transfer, the total direct and indirect equity of qingmeibang held by the company’s subsidiaries is 63%.
Guilin Layn Natural Ingredients Corp(002166) : the more act is expected to have a positive impact on the company’s industrial marijuana business
Guilin Layn Natural Ingredients Corp(002166) ( Guilin Layn Natural Ingredients Corp(002166) ) on March 28, the company issued an announcement on abnormal fluctuations in stock trading. Recently, the company has paid attention to relevant media reports and investor consultation. The US House of Representatives plans to hold a new round of voting on the marijuana opportunity reinvestment and Elimination Act (hereinafter referred to as “more act”) this week. According to the company’s understanding, based on the content of the bill, marijuana will be legalized at the federal level of the United States if it can be finally considered, approved and signed into force through the legal procedures of the United States. It is expected that this will have a certain positive impact on the cost reduction, legalization of the sales of by-product THC (tetrahydrocannabinol) and market expansion of the company’s industrial marijuana business.
Guilin Seamild Foods Co.Ltd(002956) : prices of some products will be raised from April
Guilin Seamild Foods Co.Ltd(002956) ( Guilin Seamild Foods Co.Ltd(002956) ) announced on March 28 that the price of some products of the company will be increased from April 2022. The details shall be subject to the detailed list of price adjusted products. The price adjustment of some products may have a certain impact on market sales, so the impact of price adjustment on the company’s future performance is uncertain.
