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 rose sharply: the gem index rose by 4%, led by the real estate and brokerage sectors
On March 30, the three major stock indexes opened higher and walked higher. Driven by the real estate, finance, wine and other sectors, the intraday rise was strong, and the rise was further expanded in the afternoon. The Shanghai index rose nearly 2% to break through 3250 points, the Shenzhen Composite Index rose more than 3%, and the gem index rose 4% to approach 2700 points; The turnover of the two cities has been enlarged, with a full day turnover of nearly 960 billion yuan, a significant net inflow of funds from the north, and a full day net purchase of more than 10 billion yuan.
The gem index rose by more than 4% and went north to buy more than 10 billion real estate stocks all day, and then raised the limit tide. Is the bottom of the market really coming?
After yesterday’s differentiation and consolidation, real estate stocks received the return of funds only one day later, and the degree of return was much higher than expected. As of today’s close, nearly 30 stocks in the sector have been trading. Among them, Tianjin Tianbao Infrastructure Co.Ltd(000965) realizes 10 boards in 11 days, 6 Shanxi Taigang Stainless Steel Co.Ltd(000825) connecting boards and Cccg Real Estate Corporation Limited(000736) 6 days 5 boards. On the whole, the momentum of the real estate sector is like a rainbow, worthy of the strongest main line in the current market.
Big bang! A-share returns 1.75 trillion yuan a day, Maoning index portfolio soared by 4%, and the rise limit of real estate stocks brushed the screen
Northward capital entered the market. Today, the net inflow exceeded 12.7 billion yuan, more than 3800 individual stocks in the two cities became popular, 90 individual stocks rose by the limit, and the total market value of A-Shares increased by 1748.8 billion yuan. On the disk, there are many hot spots in the concept sector, the core assets are generally rising, the real estate industry chain is stronger, and the large financial sector is collectively rising. Property sector shines all over the world, and more than 30 shares of Green City Holdings, such as the stock index rose 4.64%, the Ningxia composite index rose 4.35%, the stock index rose 3.8%, Baijiu index increased 3.5%.
Dragon and tiger list: 251 million rush to raise Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) foreign capital net buy 4 shares, institutions net buy 7 shares
On March 30, Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , amounting to 251 million yuan, was the largest net inflow of funds among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 1.88% throughout the day. The top net inflow of funds was China International Capital Corporation Limited(601995) Shanghai Branch, with a net purchase of RMB 90.404 million. A total of 23 stocks were involved in the institutional participation in the dragon and tiger list, of which 7 were net bought by the institution, and Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) was the most bought, amounting to 190 million yuan. In addition, 16 shares were net sold by institutions, and Shanxi Coal International Energy Group Co.Ltd(600546) was sold the most, amounting to 195 million yuan.
Resumption of 90 trading limit shares: China Meheco Group Co.Ltd(600056) 2 connected board Zhongnongfa Seed Industry Group Co.Ltd(600313) broken board Andon Health Co.Ltd(002432) late frying board
Today (March 30), the market opened higher all day, led by the growth enterprise market index. The turnover of Shanghai and Shenzhen markets today was 958.4 billion, up from 94.4 billion in the previous trading day. On the disk, real estate, building materials, dental medicine, securities and other sectors led the increase, while agricultural planting, coal mining, chemical fertilizer, oil and gas mining and other sectors led the decline. A total of 90 shares rose by the daily limit today, an increase of 21 shares compared with the daily limit of 69 shares on the previous trading day. In the Shenwan industry, real estate and building materials led the rise of the two cities.
Gem index rose more than 4% Poly Developments And Holdings Group Co.Ltd(600048) , China Meheco Group Co.Ltd(600056) and other 13 shares hit a record high
On March 30, the Shanghai stock index closed at 326660 points, up 1.96%; Shenzhen composite index closed at 1226380 points, up 3.10%; The gem index closed at 269683 points, up 4.02%. According to the data of China stock market news choice, the intraday share prices of 13 stocks hit a record high today, including China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Poly Developments And Holdings Group Co.Ltd(600048) , China Meheco Group Co.Ltd(600056) , etc. Data show that today, the intraday share prices of 55 stocks hit a record low, including Jee Technology Co.Ltd(688162) and so on
blockbuster news
Li Keqiang presided over the executive meeting of the State Council and decided to start a number of new water conservancy projects with mature conditions
Premier Li Keqiang presided over the executive meeting of the State Council on March 29, requiring detailed measures to reduce compaction responsibilities and resolutely prevent major and major safety accidents; Deploy and make good use of government bonds, expand effective investment, and promote the improvement of weaknesses and the growth of the economy; It is decided to start a number of new water conservancy projects with mature conditions to improve the ability of water resources guarantee and disaster prevention and reduction. The meeting pointed out that water conservancy projects are livelihood projects, development projects and safety projects. This year, we will start a number of water conservancy projects that have been included in the plan and have mature conditions, such as the follow-up project of the South-to-North Water Transfer. The annual investment in water conservancy can be about 800 billion yuan.
The three ministries and commissions issued the opinions on further standardizing the profit-making behavior of webcast and promoting the healthy development of the industry
The state Internet Information Office, the State Administration of Taxation and the State Administration of Market Supervision issued the notice on further standardizing the profit-making behavior of webcast and promoting the healthy development of the industry to crack down on tax related violations and crimes. Investigate and deal with tax related violations and crimes such as tax evasion according to law, and publicly expose typical cases with serious circumstances, bad nature and strong social response. Intermediaries and relevant personnel who plan for the webcast publisher in violation of laws and regulations and help implement tax evasion shall be severely dealt with and publicly exposed in accordance with the law.
Ministry of ecology and environment: this year, special actions will be carried out to crack down on fraud of carbon emission data
Liu Youbin, spokesman of the Ministry of ecology and environment, said today that the quality of environmental data is the “lifeline” of environmental management. The Ministry of ecology and environment has always adhered to “zero tolerance” for fraud of carbon emission data and continued to maintain a high pressure on fraud of environmental data, including carbon emission data. According to Liu Youbin, China’s carbon market has operated smoothly since the launch of online trading in July last year. At present, it is in an important period of development and cultivation.
Increase the financial support of the central bank for soybeans
The people’s Bank of China issued the opinions on financial support in 2022 and comprehensively promoting the key work of rural revitalization, proposing to increase financial support for important Shenzhen Agricultural Products Group Co.Ltd(000061) supplies such as soybeans and oil. Focusing on promoting the increase of soybean and oil production and the supply of “vegetable basket” products, optimize the allocation of credit resources and continue to increase credit investment. Relying on the main production areas and important logistics nodes, standardize the development of supply chain financial services, and increase financial support for the construction of important Shenzhen Agricultural Products Group Co.Ltd(000061) production and processing, warehousing and preservation cold chain logistics facilities. Actively develop financial products suitable for the characteristics of woody oil plants such as Camellia oleifera, appropriately relax the access threshold, extend the loan period, and support the large-scale planting of Camellia oleifera and the transformation of low yield forests.
The central bank held a 2022 science and technology work video conference: continue to promote financial digital transformation
The people’s Bank of China held a 2022 science and technology teleconference: adhere to the improvement of science and technology, implement the development plan, deeply implement the demonstration project of Rural Revitalization enabled by financial science and technology and the pilot of comprehensive application of financial data, use innovative regulatory tools to standardize the application of digital technology, and continue to promote the digital transformation of finance.
Adhere to strengthening the foundation and strengthening the foundation, improve the new financial standard system, establish a supervision mechanism for the implementation of mandatory standards in the financial field, carry out pilot projects for the innovation and construction of financial standards, and give better play to the supporting and leading role of financial standardization.
Regular meeting of the central bank in the first quarter: strengthen the implementation of prudent monetary policy
The central bank held a regular meeting in the first quarter of 2022. The meeting pointed out that it is necessary to be stable and make progress in stability, strengthen cross cyclical and counter cyclical regulation, strengthen the implementation of prudent monetary policy, enhance foresight, accuracy and autonomy, give full play to the dual functions of the total amount and structure of monetary policy tools, respond actively, boost confidence, provide stronger support for the real economy and stabilize the macro-economic market.
The state organized the centralized procurement of high-value medical consumables and artificial joints and issued supporting measures for their use
The selected products of centralized procurement of artificial joints shall be paid at the selected price including the accompanying service fee, which shall be included in the payment scope of medical insurance, and the medical insurance fund shall be paid according to the specified proportion. If the non winning artificial joint belongs to the payment scope of the medical insurance fund, all localities shall take measures to gradually adjust the payment standard within two years to not exceed the maximum winning price of the products selected in the same group. Insured patients use products whose price exceeds the payment standard of medical insurance, and the part exceeding the payment standard shall be paid by the patients themselves.
The China Banking and Insurance Regulatory Commission will guide the insurance industry to make every effort to provide China Eastern Airlines aircraft accident insurance claim settlement services
After the “3.21” China Eastern Airlines mu5735 aircraft accident, the Party committee of China Banking and Insurance Regulatory Commission attached great importance to it, took immediate action, set up a special working class for overall guidance at the first time, and the relevant banking and insurance regulatory bureaus and insurance companies responded quickly and followed up in time, making every effort to do a good job in insurance claim settlement services
hot spot stocks
Guangdong No.2 Hydropower Engineering Company Ltd(002060) once staged “Earth Sky board”! Boc International (China) Co.Ltd(601696) soaring limit broke out in the securities sector
Kaiyuan Securities said that it is expected that the average daily holding scale of partial stock funds in the whole market will increase by 19% year-on-year in the first quarter of 2022. It is expected that the profit of the business line of public funds of securities companies will maintain a good growth year-on-year, and the profit performance of the leading wealth management track may be better than the industry average; Affected by investment income, the probability of year-on-year performance of traditional securities companies is under pressure. At present, China stock market news, Gf Securities Co.Ltd(000776) , Orient Securities Company Limited(600958) and Huatai Securities Co.Ltd(601688) , and Chongqing Construction Engineering Group Co.Ltd(600939) and China International Capital Corporation Limited(601995) (H shares) are recommended as the leading wealth management track with both beta attribute and long-term valuation cost performance.
Securities companies have made great contributions to protecting the market! Lithium battery blowing Shandong Taihe Water Treatment Technologies Co.Ltd(300801) 20cm limit Contemporary Amperex Technology Co.Limited(300750) back above 500 yuan
China Galaxy Securities Co.Ltd(601881) Securities said that from the perspective of short-term game, for the lithium battery industry, electric vehicles will maintain a high momentum in 2022, so as to stimulate the demand for lithium batteries. Battery leaders Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) , etc. are recommended; It is suggested to grasp two main lines in the material link: expanding new customers overseas, Beijing Easpring Material Technology Co.Ltd(300073) , Cngr Advanced Material Co.Ltd(300919) , Shenzhen Kedali Industry Co.Ltd(002850) , etc; Tight supply and demand, strong bargaining power, Yunnan Energy New Material Co.Ltd(002812) , Shenzhen Dynanonic Co.Ltd(300769) , Hunan Zhongke Electric Co.Ltd(300035) , Jiangsu Cnano Technology Co.Ltd(688116) , etc.
Theme strategy of the eight securities companies: value analysis of “Mao, Wu and Lu”! Is A-share still suitable for “drinking”? Combing of industrial chain targets
Sealand Securities Co.Ltd(000750) said that the overall opportunity to repair the Baijiu sector will continue to be optimistic in the short term. In the long run, the upward trend of the industry will not change, and the future will still be structured. Some Baijiu companies continue to issue annual reports, performance forecasts or business data reports in 2022. Anhui Kouzi Distillery Co.Ltd(603589) , Anhui Yingjia Distillery Co.Ltd(603198) , Jinhui Liquor Co.Ltd(603919) and other four quarter results are lower than market expectations. Meanwhile, Moutai’s price fixing downgrades triggered market concerns. , Anhui Yingjia Distillery Co.Ltd(603198) , Jinhui Liquor Co.Ltd(603919) , etc.
selected announcements of listed companies
Jilin Aodong Pharmaceutical Group Co.Ltd(000623) : subsidiaries carry out production of covid-19 traditional Chinese medicine for pneumonia prevention and control
Jilin Aodong Pharmaceutical Group Co.Ltd(000623) ( Jilin Aodong Pharmaceutical Group Co.Ltd(000623) ) it was announced on March 30 that the company received the emergency notice on Further Strengthening the prevention and intervention of covid-19 pneumonia in our province issued by the leading group office of epidemic prevention and control in Jilin Province, and took various ways to urgently process and produce half of cold dampness epidemic prescription, half of Qingfei Jiedu Decoction and half of jieji Xuanfei epidemic elimination prescription. Jilin Aodong Pharmaceutical Group Co.Ltd(000623) Yanbian pharmaceutical, a wholly-owned subsidiary of the company, is one of the two enterprises with sufficient drug raw materials and batch processing capacity. In addition, Jilin Aodong Pharmaceutical Group Co.Ltd(000623) Shihang pharmaceutical, the holding subsidiary of the company, can carry out order processing in the way of market-oriented supply guarantee. Up to now, according to the requirements of the epidemic prevention and control leading group, the company’s subsidiaries have provided about 1.21 million pairs of traditional Chinese medicine decoction, granules and other products, and the operating revenue of these products is about 24.33 million yuan. In the follow-up, the company will do a good job in product supply according to the needs of epidemic prevention.
Shanghai Wanye Enterprises Co.Ltd(600641) : capital increase of Zhejiang praseodymium core large fund phase II
Shanghai Wanye Enterprises Co.Ltd(600641) ( Shanghai Wanye Enterprises Co.Ltd(600641) ) on March 30, it was announced that the second phase of the large fund and the equipment and materials fund planned to increase the capital of the company’s joint-stock subsidiary Zhejiang praseodymium Core Electronic Technology Co., Ltd. (hereinafter referred to as “Zhejiang praseodymium core”), with a total of 390 million yuan. After the capital increase, the company holds 29.63% of the equity of Zhejiang praseodymium core, which is the largest shareholder of Zhejiang praseodymium core; The second phase of the large fund will hold 17.284% equity of Zhejiang praseodymium core, and the equipment and materials fund will hold 1.975% equity of Zhejiang praseodymium core.
Jilin Electric Power Co.Ltd(000875) : proposed joint venture to develop energy storage power station business
Jilin Electric Power Co.Ltd(000875) ( Jilin Electric Power Co.Ltd(000875) ) announced on March 30 that in order to develop the business of energy storage power station, the company plans to establish a joint venture with Zhiyuan venture capital, Beisheng Co., Ltd., Taihu energy valley and Zhongji Huineng – Jidian Zhisheng energy storage Co., Ltd. The registered capital of the joint venture is 100 million yuan, and the company contributes 60 million yuan in cash according to the shareholding ratio of 60%.
Henan Ancai Hi-Tech Co.Ltd(600207) : it is proposed to invest 380 million yuan in the construction of neutral borosilicate medicinal glass project
Henan Ancai Hi-Tech Co.Ltd(600207) ( Henan Ancai Hi-Tech Co.Ltd(600207) ) announced on March 30 that the company plans to invest 380 million yuan to build a neutral borosilicate medicinal glass project in the industrial cluster area of Long’an District, Anyang City, which is divided into two phases. After the completion of the two phases of the project, a total annual production capacity of 10000 tons of neutral borosilicate medicinal glass tubes will be formed.
Nantong Haixing Electronics Co.Ltd(603115) : it is planned to invest no more than 1.5 billion yuan in high-performance electrode foil project in Ningxia
Nantong Haixing Electronics Co.Ltd(603115) ( Nantong Haixing Electronics Co.Ltd(603115) ) on March 30, it was announced that Ningxia Haili Electronics Co., Ltd., a wholly-owned subsidiary, plans to invest in the “high performance electrode foil project for new energy, big data and cloud computing” in Shizuishan high tech Zone of Ningxia, with a total investment of no more than 1.5 billion yuan and 72 new high performance electrode foil production lines and supporting engineering facilities. After the project is put into operation, the production capacity of the company’s electrode foil products will be significantly improved, and the layout of the base will be further optimized.
Runjian Co.Ltd(002929) : the subsidiary plans to build photovoltaic and wind power projects in Heshan City
Runjian Co.Ltd(002929) ( Runjian Co.Ltd(002929) ) it was announced on March 30 that recently, runjian new energy, the holding subsidiary of the company, signed a development agreement with Heshan municipal government to develop and invest in the construction of roof distributed photovoltaic and wind power projects in Heshan municipal area. The planned construction capacity of the project is about 200MW, and the total development investment is expected to be 2 billion yuan.
Jiangsu Nhwa Pharmaceutical Co.Ltd(002262) : the chairman increased 283600 shares of the company
Jiangsu Nhwa Pharmaceutical Co.Ltd(002262) ( Jiangsu Nhwa Pharmaceutical Co.Ltd(002262) ) on March 30, it was announced that sun Pengsheng, chairman of the company, increased 283600 A shares of the company by means of centralized bidding on March 30, with an average transaction price of RMB 12337 / share.
Seazen Holdings Co.Ltd(601155) : it is proposed to repurchase the company’s shares by RMB 100 million to RMB 200 million
Seazen Holdings Co.Ltd(601155) ( Seazen Holdings Co.Ltd(601155) ) disclosed the annual report of 2021 on the evening of March 30. During the reporting period, the sales amount was 233775 billion yuan and the operating revenue was 168232 billion yuan, with a year-on-year increase of 15.64%; The net profit is 12.598 billion yuan, deducting 10.245 billion yuan of non parent net profit Seazen Holdings Co.Ltd(601155) at the same time, it was announced that the company planned to repurchase the company’s shares at a price of no less than 100 million yuan and no more than 200 million yuan, and the repurchase price was no more than 41.39 yuan / share (inclusive). In addition, the company plans to issue corporate bonds of no more than 8 billion yuan.
Haier Smart Home Co.Ltd(600690) : it is proposed to repurchase shares of RMB 1.5 billion to RMB 3 billion
Haier Smart Home Co.Ltd(600690) ( Haier Smart Home Co.Ltd(600690) ) on March 30, it was announced that the company planned to repurchase shares of RMB 1.5-3 billion for equity incentive or employee stock ownership plan, and the repurchase price shall not exceed 35 yuan / share. The company also disclosed its annual report. In 2021, it achieved an operating revenue of 227556 billion yuan, a year-on-year increase of 8.5%; The net profit was 13.067 billion yuan, a year-on-year increase of 47.1%; The basic earnings per share is 1.41 yuan. The company pays a dividend of 4.6 yuan (including tax) for every 10 shares.
Tianneng Battery Group Co.Ltd(688819) : it is proposed to invest RMB 5.17 billion in the construction of an annual output of 15gwh energy storage and power lithium battery project
Tianneng Battery Group Co.Ltd(688819) ( Tianneng Battery Group Co.Ltd(688819) ) it was announced on March 30 that the company plans to take Zhejiang Provincial New Energy Investment Group Co.Ltd(600032) yuan, a wholly-owned subsidiary, as the main body of the project, add 583 mu of land in Changxing District, South Taihu Lake industrial agglomeration area, Huzhou, and invest in the construction of an annual output of 15gwh energy storage and power lithium battery project, which mainly produces lithium iron phosphate battery cells and systems for energy storage and power, with an estimated total investment of about 5.17 billion yuan.
China Vanke Co.Ltd(000002) release annual report: net profit attributable to parent company of 22.52 billion yuan, launch repurchase plan and highest proportion dividend in history
On the evening of March 30, China Vanke Co.Ltd(000002) ( China Vanke Co.Ltd(000002) ) released the 2021 annual report, realizing an operating revenue of 452.8 billion yuan and a net profit attributable to shareholders of listed companies of 22.52 billion yuan. At the same time of issuing the annual report, Vanke launched the stock repurchase plan and the dividend distribution plan with the highest proportion in history. The company said that it would choose the opportunity to carry out the repurchase of RMB 2-2.5 billion in the next three months. The dividend proportion is planned to jump from 35% in 2020 to 50%, with a total dividend of RMB 11.28 billion. It is the only company in A-Shares that has carried out cash dividends for 30 consecutive years.
Gf Securities Co.Ltd(000776) : it is proposed to repurchase shares of RMB 203406 million
Gf Securities Co.Ltd(000776) ( Gf Securities Co.Ltd(000776) ) on March 30, it was announced that the company planned to repurchase shares with about 203406 million yuan for the implementation of the A-share restricted stock equity incentive plan, and the repurchase price shall not exceed 26.65 yuan / share. The company also disclosed its annual report. In 2021, it achieved an operating revenue of 34.25 billion yuan, a year-on-year increase of 17.48%; The net profit was 10.854 billion yuan, a year-on-year increase of 8.13%; The basic earnings per share is 1.42 yuan. The company plans to pay a dividend of 5 yuan (including tax) for every 10 shares.
