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 stock index closed slightly lower: nearly 3500 stocks fell, and the agricultural and chemical fertilizer sector strengthened against the market
On March 29, the stock index rose and fell in intraday trading, and then maintained a narrow shock trend, once falling behind 3200 points; The Shenzhen Component Index and the gem index both rose strongly, with intraday shocks and downward exploration; The turnover of the two cities shrank again, with a full day turnover of about 860 billion yuan, a small net outflow of funds from the north, and the number of falling stocks was close to 3500.
After the continuous decline of high-end stocks, the short-term sentiment is expected to touch the bottom and warm up. The traditional Chinese medicine sector took the lead in breaking through in the afternoon
Overall, the market continues to ebb today, and the loss effect of high-level stocks such as Luoyang Northglass Technology Co.Ltd(002613) , Wankong Zhizao, Sundy Land Investment Co.Ltd(600077) and so on. If the trend is killing a wave in early trading tomorrow, the short-term mood will basically fall to the freezing point. At that time, it may once again become the game point of high wind biased funds. After a series of sharp declines, the negative feedback to the market in the next few trading days will gradually decrease. You can pay attention to whether the short-term sentiment can hit the bottom and rebound.
The chemical fertilizer sector soared by more than 5%, and agricultural stocks rose by the limit in batches. A shares “a year’s plan lies in spring”
On Tuesday (March 29), the three major A-share indexes continued to maintain the shock consolidation pattern. The Shanghai composite index remained above 3200. In terms of hot spots, the chemical fertilizer sector soared by more than 5%, and the collective limit of 10 agricultural stocks attracted much attention. Industry insiders generally believe that at present, A-Shares are in the bottom grinding period. How to grasp the investment opportunities? For the trend after the stabilization and rebound of a shares, institutions generally said that the market is still dominated by horizontal shocks, which is expected to gradually usher in the repair market.
Dragon and tiger list: 250 million rush to raise Beijing Jingcheng Machinery Electric Company Limited(600860) foreign capital net buy 4 shares, institutions net buy 10 shares
On March 29, Beijing Jingcheng Machinery Electric Company Limited(600860) , with a net inflow of 250 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 fell 5.32% during the day and 20.05% in the past three days. The Huatai Securities Co.Ltd(601688) headquarters with the highest net capital inflow bought 103 million yuan in three days; The net purchase of Shanghai Stock connect seats on the third day was 982862 million yuan. A total of 30 stocks were involved in the institutional participation in the dragon and tiger list, of which 10 were net bought by the institution, and Tech-Bank Food Co.Ltd(002124) was the most bought, with a total of 370 million yuan. In addition, 20 shares were net sold by institutions, and Cccg Real Estate Corporation Limited(000736) was sold the most, amounting to 58.709 million yuan.
Resumption of trading of 69 stocks with daily limit: China Meheco Group Co.Ltd(600056) daily limit reversal Hubei Radio & Television Information Network Co.Ltd(000665) broken board Zhongnongfa Seed Industry Group Co.Ltd(600313) 3 board
Today (March 29), the three major indexes fell slightly. The turnover of Shanghai and Shenzhen stock markets today was 864 billion, a decrease of 6.4 billion compared with the previous trading day. On the disk, chemical fertilizer, Internet e-commerce, aquaculture, traditional Chinese medicine, agriculture and other sectors led the increase, while Hongmeng concept, building energy conservation, automobile chips, large fund holdings and other sectors led the decline. A total of 69 shares rose today, down 3 shares from the 72 limit on the previous trading day. Among the Shenwan level industries, agriculture, forestry, animal husbandry, fishery and coal led the rise in the two cities.
The stock index shrank by 0.33% China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Shaanxi Coal Industry Company Limited(601225) and other 14 stocks hit a record high
On March 29, the Shanghai stock index closed at 320394 points, down 0.33%; Shenzhen composite index closed at 1189508 points, down 0.46%; The gem index closed at 259267 points, down 0.06%. According to China stock market news choice, the intraday share prices of 14 stocks hit record highs today, including China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Shaanxi Coal Industry Company Limited(601225) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , etc. Data show that today, the intraday share prices of 80 stocks hit a record low, including Jiangxi Geto New Materials Corporation Limited(300986) and so on
blockbuster news
Central office and state office: strictly implement the compulsory delisting system and establish a virtuous circle mechanism for the survival of the fittest of listed companies
The general office of the CPC Central Committee and the general office of the State Council issued the opinions on promoting the construction and high-quality development of the social credit system and promoting the formation of a new development pattern. It is proposed to strengthen the integrity construction of the capital market. Further consolidate the foundation of the rule of law and integrity in the capital market, improve the integrity archives of the capital market, and enhance the awareness of credit and the spirit of contract. Compact the Information Disclosure Responsibilities of relevant subjects and improve market transparency. Establish a credit commitment system for administrative licensing in the capital market to improve handling efficiency. Urge intermediary service institutions to be diligent and conscientious and improve the professional ethics of employees. Strictly implement the compulsory delisting system and establish a virtuous circle mechanism for the survival of the fittest of listed companies. Strengthen the protection of investors’ rights and interests and create an honest and trustworthy financial ecological environment.
The National Energy Administration issued the guidance on energy work in 2022: vigorously develop wind power and photovoltaic
The National Energy Administration recently formulated the guidance on energy work in 2022. It is proposed to vigorously develop wind power and photovoltaic. Increase efforts to plan and build a new energy supply and consumption system based on large-scale scenery base, supported by clean, efficient, advanced and energy-saving coal power around it, and supported by stable, safe and reliable UHV power transmission and transformation lines. Optimize the layout of offshore wind power, carry out far-reaching demonstration of offshore wind power construction, and steadily promote the construction of offshore wind power bases. Actively promote the construction of water scenery complementary base. Continue to implement the development and construction of roof distributed photovoltaic in the whole county, and strengthen the supervision of the implementation. According to local conditions, organize and carry out “wind control action in thousands of villages and townships” and “Sunshine Action for thousands of families”.
The general office of the State Council printed and distributed the development plan of traditional Chinese medicine in the 14th five year plan
The general office of the State Council issued the “14th five year plan” for the development of traditional Chinese medicine, which requires that, relying on existing resources, a number of national traditional Chinese medicine research platforms be built, and the research layout of national key laboratories, national clinical medicine research centers, national engineering research centers and national technological innovation centers be arranged; Promote the construction of national traditional Chinese Medicine Inheritance and innovation center, national traditional Chinese medicine clinical research base and China traditional Chinese medicine evidence-based medicine center. Give full play to the role of the “national team” of the Chinese Academy of traditional Chinese medicine and implement the scientific and technological innovation project of traditional Chinese medicine.
Central office and state office: strictly, quickly and severely investigate and deal with major illegal cases such as fraudulent issuance in accordance with the law
The general office of the CPC Central Committee and the general office of the State Council issued the opinions on promoting the construction and high-quality development of the social credit system and promoting the formation of a new development pattern. It is proposed to give full play to the role of credit in financial risk identification, monitoring, management and disposal, and establish and improve the risk prevention and resolution mechanism of “early detection, early warning and early disposal”. Support financial institutions and credit investigation, rating and other institutions to use big data and other technologies to strengthen tracking, monitoring and early warning, and improve market-oriented risk sharing, mitigation and compensation mechanisms. Adhere to “strict supervision and zero tolerance”, strictly, quickly and severely investigate and deal with major illegal cases such as fraudulent issuance, false statements, market manipulation and insider trading in accordance with the law, and strengthen the criminal crackdown on embezzlement and misappropriation of fund property.
The US side said it would investigate the evasion of tariffs by Chinese Cecep Solar Energy Co.Ltd(000591) component manufacturers, and the Foreign Ministry responded
Foreign Ministry spokesman Wang Wenbin said that I do not understand the specific situation you mentioned. What I want to emphasize is that the US side’s aggressive trade protectionism will interfere with and undermine the stability of the international industrial chain and supply chain and global cooperation in combating climate change. In the end, it will only eat itself and harm its own interests. We urge the US side to stop unreasonable crackdown on Chinese enterprises. China will take all necessary measures to safeguard the legitimate rights and interests of Chinese enterprises.
Shenzhen second-hand housing reference price to be adjusted? Official response!
With regard to the expectation of the adjustment of the reference price of second-hand houses in Shenzhen, the latest news pointed out that the Shenzhen Municipal Bureau of housing and urban rural development said that it would make corresponding adjustments to the price in due time according to the regulation requirements and the market situation, which will be announced in the near future. Jiang Shaojie, managing director of Meilian property shenguanhui, believes that it is normal for the reference price of second-hand houses to be adjusted. “Don’t understand the adjustment as the property market policy will turn. The role of the reference price adjustment is to guide the house price to truly reflect the value of the house itself.”
The Ministry of industry and information technology publicly solicited opinions on the guidelines for the construction of intelligent manufacturing standard system in petrochemical industry
The Ministry of industry and information technology publicly solicited opinions on the guidelines for the construction of intelligent manufacturing standard system in petrochemical industry (version 2022) (Draft for comments). It is proposed that by 2025, a relatively perfect intelligent manufacturing standard system for the petrochemical industry will be established, and more than 30 key standards for the petrochemical industry will be prepared and revised, basically covering basic commonalities, key petrochemical data and model technologies, key Petrochemical application technologies and other standards; For petrochemical sub industries such as crude oil processing, priority should be given to formulating standards for the application of new generation information technology in special scenarios such as production, management and service, so as to promote the wide application of intelligent manufacturing standards in the petrochemical industry.
The national development and Reform Commission completed the first batch of coal price index behavior evaluation and compliance review
The development and Reform Commission will, in accordance with relevant regulations, urge relevant market entities to rectify and realize standardized operation as soon as possible. At the same time, it is suggested that other market entities compiling and publishing price indexes should carefully compare with the requirements of the measures and the operation guide, immediately check and correct themselves and standardize their behavior. The national development and Reform Commission will conduct evaluation and compliance review on price index behaviors of other important commodities and services in due time to promote the standardized operation of price index market
hot spot stocks
Coal stocks soared! The concept of phosphorus chemical industry also broke the limits of Anhui Liuguo Chemical Co.Ltd(600470) , Hubei Yihua Chemical Industry Co.Ltd(000422) and so on
Western Securities Co.Ltd(002673) said that due to China’s policy of ensuring supply and price stability of chemical fertilizer, the current international chemical fertilizer prices have formed a large price difference with China’s chemical fertilizer prices. Among them, the price difference of potassium chloride outside China is about – 200 yuan / ton, the price difference of urea outside China is about 1300 yuan / ton, and the price difference of monoammonium phosphate outside China exceeds 3000 yuan / ton. After the peak demand season in China, China’s single mass fertilizer is expected to increase profits through export, and the performance of relevant enterprises has obvious flexibility. Chinese compound fertilizer enterprises are expected to benefit from the price control of single quality fertilizer and the rise of demand side.
A shares “greedy”! Agriculture, aquatic products and pork sectors rose Zoneco Group Co.Ltd(002069) 2 connecting sector and Zhongnongfa Seed Industry Group Co.Ltd(600313) 3 connecting sector
Guosen Securities Co.Ltd(002736) mentioned that 2022 is the best stage to lay out the pig sector in advance, and the pig cycle will probably reverse the market in 2023. It is expected that in 2022q2, with the decline of pig price and the rise of feed cost, the cash loss of farmers will be accelerated, and the stock of fertile sows may continue to be removed, which is expected to further catalyze the sector. At the same time, meat products benefit from the decline in pig prices, and the profit is expected to be further improved in 2022. Recommendations: Zhejiang Huatong Meat Products Co.Ltd(002840) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Tecon Biology Co.Ltd(002100) , Dongrui Food Group Co.Ltd(001201) , COFCO Jiakang, Muyuan Foods Co.Ltd(002714) , Wens Foodstuff Group Co.Ltd(300498) , etc; Attention: Henan Shuanghui Investment & Development Co.Ltd(000895) , Longda food, etc.
Theme strategy of eight securities companies: pay attention to the main line of epidemic prevention and control! Leading companies in cro, detection, traditional Chinese medicine and other subdivided fields
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, specific drugs and their R & D industrial chain, upstream supply chain, etc., with emphasis on specific drugs (domestic and foreign) and their R & D industrial chain and the direction of anti epidemic of traditional Chinese medicine. It is suggested to pay attention to related industries such as traditional Chinese medicine, nucleic acid vaccine and antigen detection
selected announcements of listed companies
Wolong Electric Group Co.Ltd(600580) : the subsidiary will provide Xiaopeng automobile with new energy vehicle motors and spare parts
Wolong Electric Group Co.Ltd(600580) ( Wolong Electric Group Co.Ltd(600580) ) it was announced on March 29 that Wolong ZF, the holding subsidiary of the company, recently received the notice of designated development of Xiaopeng automobile, and the company will provide Xiaopeng automobile with new energy vehicle motors and their spare parts. The products corresponding to the fixed-point notice cover a platform project of Xiaopeng automobile, with a fixed-point amount of 456 million yuan. The performance period of the contract is from 2022 to 2031.
Wuliangye Yibin Co.Ltd(000858) : it is preliminarily considered that the amount of cash dividend in 2021 will not be less than RMB 11.5 billion
Wuliangye Yibin Co.Ltd(000858) ( Wuliangye Yibin Co.Ltd(000858) ) announced on March 29 that in order to actively repay the support and love of investors for the company, after research, the company preliminarily considered that the amount of cash dividend in 2021 should not be less than 11.5 billion yuan (including tax).
Tellgen Corporation(300642) : Several nucleic acid detection kits have obtained the EU CE qualification
Tellgen Corporation(300642) ( Tellgen Corporation(300642) ) March 29th announcement, SARS-CoV-2 multiplex nucleic acid detection kit (real-time fluorescence PCR), New Coronavirus 2019-nCoV nucleic acid rapid detection kit (fluorescence probe method) (O gene) and other 19 products have access to the EU CE qualification.
Foxconn Industrial Internet Co.Ltd(601138) : it is proposed to participate in the establishment of an investment fund of RMB 9.8 billion
Foxconn Industrial Internet Co.Ltd(601138) ( Foxconn Industrial Internet Co.Ltd(601138) ) announced on March 29 that the company, as a limited partner, subscribed 9.8 billion yuan of fund share of Xingwei (Guangzhou) industrial investment partnership (limited partnership). The total fund-raising scale of the fund is 9.801 billion yuan. It is planned to realize investment income by investing in high-end precision manufacturing industry projects.
Shengyuan Environmental Protection Co.Ltd(300867) : signing a cooperation agreement on the construction of Hydrogen Energy Research Institute
Shengyuan Environmental Protection Co.Ltd(300867) ( Shengyuan Environmental Protection Co.Ltd(300867) ) announced on March 29 that the company and Youyan Engineering Technology Research Institute Co., Ltd. signed the cooperation agreement on the construction of Hydrogen Energy Research Institute. The two sides cooperated to build Hydrogen Energy Research Institute in Fujian to jointly promote the application of hydrogen energy technology according to the demand for new energy in the fields of ships, port special vehicles and distributed power generation in the company’s area.
Jinko Power Technology Co.Ltd(601778) : winning the bid for 100MW Urumqi guaranteed grid connected wind power project
Recently, the bid winning results of Urumqi affordable grid connected wind power project (400000 kW) from 2021 to 2022 were publicized, and Jinko Power Technology Co.Ltd(601778) ( Jinko Power Technology Co.Ltd(601778) ) won the bid of 100000 kW (100MW) affordable grid connected wind power project.
This bid winning is the first time that Jinko Power Technology Co.Ltd(601778) obtained a wind power project since its establishment. It is also a new milestone in the company’s promotion of renewable and clean energy development and utilization, marking the company’s official entry into the wind power market.
Shares to be increased by 10
Bozhon Precision Industry Technology Co.Ltd(688097) ( Bozhon Precision Industry Technology Co.Ltd(688097) ) announced on March 29 that LV Shaolin, the actual controller, chairman and general manager of the company, plans to increase his holdings by 5-10 million yuan within 12 months from March 30.
Jiangsu Yueda Investment Co.Ltd(600805) : the controlling shareholder intends to increase its shares by 60 million to 98 million yuan
Jiangsu Yueda Investment Co.Ltd(600805) ( Jiangsu Yueda Investment Co.Ltd(600805) ) announced on March 29 that Yueda group, the controlling shareholder of the company, plans to increase its holdings of the company’s shares through centralized bidding transactions in the secondary market within 12 months from March 30, within the price of the company’s share price not higher than 5.8 yuan / share, with the proportion of increase not exceeding 2% of the total shares of the company and 34% of the issued shares after the increase. The amount of shares to be increased shall not be less than 60 million yuan and not more than 98 million yuan.
Yunnan Energy New Material Co.Ltd(002812) : it is proposed to invest about 4.5 billion yuan in the production project of lithium battery isolation membrane
Yunnan Energy New Material Co.Ltd(002812) ( Yunnan Energy New Material Co.Ltd(002812) ) announced on March 29 that the company plans to set up a company in Hongta District, Yuxi City as the main body of the project to invest in the construction of a lithium battery isolation membrane production project with a production capacity of 1.6 billion square meters, with a total investment of about 4.5 billion yuan. The project is divided into two phases. The planned investment in the first phase is about 2.4 billion yuan and the planned investment in the second phase is about 2.1 billion yuan.
Cathay Biotech Inc(688065) : proposed share repurchase of RMB 80 million-150 million
Cathay Biotech Inc(688065) ( Cathay Biotech Inc(688065) ) announced on March 29 that it planned to repurchase shares with 80 million yuan to 150 million yuan, and the repurchase price should not exceed 180 yuan / share. The repurchased shares will be used for employee stock ownership plan or equity incentive at an appropriate time in the future.
Mianyang Fulin Precision Co.Ltd(300432) : it is proposed to invest 1 billion yuan in the construction of new energy vehicle intelligent thermal management system and parts industry project
Mianyang Fulin Precision Co.Ltd(300432) ( Mianyang Fulin Precision Co.Ltd(300432) ) it was announced on March 29 that the company and its wholly-owned subsidiary Xinzhi thermal control signed the investment agreement with Fucheng District Government of Mianyang City. Xinzhi thermal control plans to invest in the construction of new energy vehicle intelligent thermal management system and parts industry project in Fucheng District, with a total investment of about 1 billion yuan.
Chn Energy Changyuan Electric Power Co.Ltd(000966) : it is proposed to increase the capital of subsidiaries to invest in Duodao photovoltaic project
Chn Energy Changyuan Electric Power Co.Ltd(000966) ( Chn Energy Changyuan Electric Power Co.Ltd(000966) ) announced on March 29 that the company plans to increase the capital of its holding subsidiary Jingmen new energy company by about 256 million yuan in cash, of which the company will increase the capital by about 131 million yuan according to the 51% shareholding ratio, and take it as the main body to invest in the construction of the Duodao 200MW sub project of the national energy Changyuan Jingmen source network load storage million kilowatt new energy base (hereinafter referred to as “Duodao photovoltaic project”). The total installed capacity of Duodao photovoltaic project is about 298600 kW, with a static investment of about 1.168 billion yuan (excluding the delivery project) and a dynamic investment of about 1.187 billion yuan (excluding the delivery project).
