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 fell, and the real estate and banking sectors strengthened against the market
On March 31, the stock index rose and fell in the morning and fell slightly in the afternoon; The Shenzhen Component Index and the gem index fell by more than 1% in intraday weak shocks; The turnover of the two cities has been enlarged, with a daily turnover of more than trillion yuan, and a small net purchase of funds from the north. From the monthly line, the Shanghai index fell about 6% in March, the Shenzhen composite index fell nearly 10%, and the gem index fell 7.7% for four consecutive months.
In the afternoon, the sector frying rate soared, and the Fengguang lithium storage core continued its weak performance and continued fermentation in the delivery direction
Today, a total of 53 shares rose by the daily limit, with 15 shares connected to the board and 48 shares failed to close the board, with a closing rate of 52% Tianjin Tianbao Infrastructure Co.Ltd(000965) 12 days 11 sectors, 6 Tus Environmental Science And Technology Development Co.Ltd(000826) sectors, Cccg Real Estate Corporation Limited(000736) 7 days 6 sectors. On the disk, 2063 stocks rose and 2479 stocks fell; Digital currency, water conservancy and real estate led the rise, while lithium batteries, non-ferrous metals and photovoltaic led the decline.
The first quarter trading of A-Shares ended! This stock closed 11 boards for 12 trading days: the market is still in the “bottom grinding” stage
In the first quarter of 2022, the three major indexes of A-Shares closed negative! The Shanghai index fell 10.65%, the Shenzhen composite index fell 18.44% and the gem index fell 19.96%. For the aftermarket of a shares, institutions generally said that investors were cautious and the market was in the “bottom grinding” stage. Yuanda pointed out that today, the Shanghai index opened low and went high. The intraday shock turned red, but there was differentiation between the indexes. The weight of the main board was relatively strong, and the weight of the gem lacked sustainability. The current rebound was still in the shock range, and there was no breakthrough. It was treated as a shock rebound temporarily.
Dragon and tiger list: 134 million rush to raise funds Hengbao Co.Ltd(002104) foreign capital net buys 4 shares and institutions net buys 8 shares
On March 31, among the stocks on the list, the largest net capital inflow was Hengbao Co.Ltd(002104) , which was 134 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 23.98% throughout the day. China Galaxy Securities Co.Ltd(601881) Shaoxing, with the highest net inflow of funds, bought 267946 million yuan. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 8 stocks were net bought by the institution, and Bank of Lanzhou was the most bought, amounting to 409035 million yuan. In addition, 16 shares were net sold by institutions, and Guangdong No.2 Hydropower Engineering Company Ltd(002060) was sold the most, amounting to 746145 million yuan.
Resumption of trading of 61 stocks: China Meheco Group Co.Ltd(600056) “sky floor” Guangdong No.2 Hydropower Engineering Company Ltd(002060) daily limit Guizhou Bailing Group Pharmaceutical Co.Ltd(002424) fried board
Today (March 31), the market fluctuated and adjusted throughout the day, led by the gem index. The turnover of the Shanghai and Shenzhen stock markets was 50.1 trillion yuan, with a turnover of 50.7 trillion yuan in two days. On the disk, digital currency, electronic ID card, real estate services, water conservancy and other sectors led the rise, while salt lake lithium, metal nickel, hjt battery, large fund holdings and other sectors led the decline. Today, a total of 61 shares rose by the limit, 29 shares less than the limit of 90 shares on the previous trading day. The coal and building materials industry led the rise.
The real estate sector bucked the trend and 14 stocks including Shenzhen Sdg Service Co.Ltd(300917) , Cccg Real Estate Corporation Limited(000736) and others hit a record high
On March 31, the Shanghai stock index closed at 325220 points, down 0.44%; Shenzhen composite index closed at 1211825 points, down 1.19%; The gem index closed at 265949 points, down 1.38%. According to the data of China stock market news choice, the intraday share prices of 14 stocks hit a record high today, including Shenzhen Sdg Service Co.Ltd(300917) , Cccg Real Estate Corporation Limited(000736) , etc. The data showed that the intraday share prices of 39 stocks hit a record low today, including West Point pharmaceutical
blockbuster news
Xi Jinping : insist on solving the “three rural” issues as the top priority of the whole Party’s work, and promote the revitalization of rural areas with the strength of the whole Party and the whole society
The 7th issue of Qiushi magazine, published on April 1, will publish an important article by Xi Jinping the general secretary of the CPC Central Committee, the president of the state and the chairman of the Central Military Commission, “adhere to solving the problems of agriculture, rural areas and farmers as the top priority of the work of the whole Party and promote the revitalization of rural areas with the strength of the whole Party and society”. The article emphasizes that consolidating and expanding the achievements of poverty alleviation, comprehensively promoting rural revitalization and accelerating agricultural and rural modernization are a major issue related to the overall situation that needs the great attention of the whole party.
The national market supervision system network transaction supervision work conference was held: focus on strengthening the comprehensive management of the platform
The working conference on the supervision of online transactions of the national market supervision system was held. The meeting required that the network supervision system should focus on “seven efforts” in 2022: focusing on welcoming the victory of the 20th National Congress of the Communist Party of China, we should strive to create a good network market environment; Focus on major issues of platform economic development, and strive to strengthen top-level design and policy supply; Strengthen preventive measures around innovation and focus on strengthening platform compliance management; Focus on the prominent problems strongly reflected by the masses, and strive to strengthen the comprehensive management of the platform.
Ministry of Commerce: at present, the economic and trade teams of China and the United States maintain normal communication
Shu jueteng, spokesman of the Ministry of Commerce, said: we believe that as a member of the WTO, the United States should make its trade policies and practices comply with WTO rules, rather than engage in another set, and practice unilateralism and protectionism in the name of new trade policies and practices. China and the United States have great common interests, and cooperation is the only right choice. It is hoped that the US side will adopt a rational and pragmatic economic and trade policy towards China and go against China.
China’s refined oil price increases, and it will cost 4.5 yuan more to fill a box of oil
The financial reporter of China Central Television learned from the national development and Reform Commission that the details of the oil price adjustment are as follows: China’s gasoline and diesel prices have increased by 110 yuan per ton. According to the estimation of 50L capacity of general household automobile fuel tank, filling a box of No. 92 gasoline will cost 4.5 yuan more.
The state carried out the collection and storage of the third batch of central frozen pork reserves during the year
According to the monitoring of the national development and Reform Commission, the specific price of pig grain has been continuously lower than 5:1 recently, which is in the level-1 early warning range of excessive decline determined in the working plan for improving the regulation mechanism of government pork reserves and ensuring the supply and price stability of pork market. The development and Reform Commission and relevant parties carried out the collection and storage of the third batch of central frozen pork reserves during the year. It is planned to collect and store 40000 tons of frozen pork on April 2 and 3. If the follow-up pig prices continue to operate at a low level, the state will continue to carry out the collection and storage work and promote the return of pig prices to a reasonable range as soon as possible.
Ministry of Commerce: I hope the United States will avoid taking protectionist measures to maintain the stability of the global photovoltaic industry chain and supply chain
Shu jueteng, spokesman of the Ministry of Commerce, said: the US Department of Commerce decided to launch an anti circumvention investigation on photovoltaic products from Vietnam, Malaysia, Thailand and Cambodia upon the application of a photovoltaic enterprise in the United States.
We note that the decision has been widely opposed by the photovoltaic industry in the United States and China, believing that it will seriously damage the construction process of photovoltaic power generation projects in the United States. We hope that the United States will avoid taking trade protectionist measures, maintain the stability of the global photovoltaic industry chain and promote cooperation to combat climate change.
Here comes the rent reduction rules! Detailed rules on rent reduction and exemption for small and micro enterprises and individual industrial and commercial households issued by Shanghai state-owned enterprises
Recently, Shanghai SASAC, together with the municipal housing and Urban Rural Development Administration Commission and the Municipal Housing Administration Bureau, formulated and issued the detailed rules for the implementation of housing rent reduction by state-owned enterprises in Shanghai for small and micro enterprises and individual industrial and commercial households. On March 31, Shanghai SASAC issued the interpretation of the detailed rules for the implementation of housing rent reduction and exemption for small and micro enterprises and individual industrial and commercial households by state-owned enterprises in Shanghai
hot spot stocks
The coal sector is ready to move China Meheco Group Co.Ltd(600056) from the limit up to 9% down, what happens?
The coal stock index is still at a low historical level. Leading companies have a high proportion of dividends, boosting market sentiment, which is expected to accelerate the valuation repair of the sector and continue to be optimistic about the future market. It is suggested to focus on the target: power coal company Shaanxi Coal Industry Company Limited(601225) , Shanxi Coal International Energy Group Co.Ltd(600546) , Yankuang energy, China Shenhua Energy Company Limited(601088) ; Coking coal company Shanxi Lu’An Environmental Energydev.Co.Ltd(601699) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) , Huaibei Mining Holdings Co.Ltd(600985) , Shanxi Coking Coal Energy Group Co.Ltd(000983) , Guizhou Panjiang Refined Coal Co.Ltd(600395) .
The concept of digital currency “evil wind” rises again Qitian Technology Group Co.Ltd(300061) “20cm” daily limit Sinodata Co.Ltd(002657) 5 day 4 board
Ping An Securities pointed out that we should grasp the digital RMB investment opportunity from two aspects: hardware equipment and software system. At present, the digital RMB is in the initial stage of development, and opportunities and challenges are growing. Hardware manufacturers may benefit from the market opportunities brought by the digital RMB “Hard Wallet”. A major feature of digital RMB is that it supports payment by hardware such as mobile NFC, bracelet and wearable devices. With the improvement of the acceptance of relevant “hard wallets”, relevant digital RMB hardware developers will have the opportunity to obtain more relevant orders and promote the improvement of performance. Software manufacturers may benefit from the business growth brought by the upgrading of the financial system.
Theme strategies of eight securities companies: it is still a good configuration window period when the first and second quarters alternate! Directly benefit two types of real estate stocks
Orient Securities Company Limited(600958) said that driven by the expectation of loose policy, it is recommended to make a balanced allocation of front-line leaders and some high rated elastic targets, be optimistic about the front-line leaders with stable performance, and recommend Poly Real Estate and China Vanke Co.Ltd(000002) ; Second tier leaders with flexible performance are recommended Gemdale Corporation(600383) , Longhu group and Xuhui holding group. At the same time, we are optimistic about the property management and business management industry with rapid growth and less credit damage, and recommend country garden service, poly property, China Merchants Property Operation & Service Co.Ltd(001914) , New Dazheng Property Group Co.Ltd(002968) , rongchuang service and Xingsheng business
selected announcements of listed companies
Zhejiang Jingu Company Limited(002488) : become a supplier of Foton Daimler wheel assembly
Zhejiang Jingu Company Limited(002488) ( Zhejiang Jingu Company Limited(002488) ) on March 31, it was announced that the company had recently received a notice from Foton Daimler that the company would develop wheel assemblies (“Avatar truck wheels”) for Foton Daimler Auman model as a wheel assembly development supplier of Foton Daimler Auman model project.
Guangdong Dazhi Environmental Protection Technology Incorporated Company(300530) : the subsidiary will supply power battery modules for some models of Jiangsu jinpaike
Guangdong Dazhi Environmental Protection Technology Incorporated Company(300530) ( Guangdong Dazhi Environmental Protection Technology Incorporated Company(300530) ) it was announced on March 31 that Suzhou Lingpai, a wholly-owned subsidiary of the company, recently received the letter of acceptance issued by Jiangsu jinpaike, a wholly-owned subsidiary of Jiangsu Jimai new energy vehicle industry Co., Ltd., and Suzhou Lingpai will supply power battery module products for some models of Jiangsu jinpaike.
Anhui Sinonet & Xinlong Science & Technology Co.Ltd(002298) : the wholly-owned subsidiary obtained the value-added telecom service license
Anhui Sinonet & Xinlong Science & Technology Co.Ltd(002298) ( Anhui Sinonet & Xinlong Science & Technology Co.Ltd(002298) ) on March 31, it was announced that the wholly-owned subsidiary Beijing Anhui Sinonet & Xinlong Science & Technology Co.Ltd(002298) obtained the value-added telecom business operation license approved and issued by the Ministry of industry and information technology. The acquisition of the certificate is expected to have a positive impact on the company’s operating performance, but there are also uncertainties.
Tongwei Co.Ltd(600438) : it is proposed to invest 12 billion yuan in the construction of 32gw high-efficiency crystalline silicon battery project
On August 31, the company announced that it plans to invest in the construction of Qingshan New District of Tianwei County, Sichuan Province. The project will be implemented in two phases, with a total investment of 12 billion yuan. Among them, the investment of phase I 16GW battery project is about 6 billion yuan, and strive to be put into operation before the end of December 2023. Phase II 16GW battery project will be started at an appropriate time according to the agreement.
Flat Glass Group Co.Ltd(601865) : it is proposed to invest 3.8 billion yuan in photovoltaic module glass project
Flat Glass Group Co.Ltd(601865) ( Flat Glass Group Co.Ltd(601865) ) announced on March 31 that Anhui Flat Glass Group Co.Ltd(601865) plans to invest in four photovoltaic module glass projects with a daily melting capacity of 1200 tons, with a total investment of about 3.8 billion yuan.
Monalisa Group Co.Ltd(002918) : it is proposed to invest 499.5 million yuan to participate in the establishment of Industrial Investment Fund
Monalisa Group Co.Ltd(002918) ( Monalisa Group Co.Ltd(002918) ) announced on March 31 that the company plans to establish an industrial investment fund with Chuangyu investment, focusing on large ceramic tile, large household, large building materials industries, advanced manufacturing, producer services and strategic emerging industries with synergistic effects on relevant industrial fields, or sub funds in the above industrial fields. The total subscribed capital contribution of the fund is 500 million yuan, of which the company, as a limited partner, plans to subscribe 499.5 million yuan, accounting for 99.9%.
Guangdong Guanghua Sci-Tech Co.Ltd(002741) : strategic cooperation with ground railway to build waste power battery recycling system
Guangdong Guanghua Sci-Tech Co.Ltd(002741) ( Guangdong Guanghua Sci-Tech Co.Ltd(002741) ) on March 31, it was announced that the company signed a strategic cooperation agreement with the ground rail car rental (Shenzhen) Co., Ltd. the two sides are committed to building a recycling and treatment system for waste power batteries, reducing the damage to the environment caused by random abandonment by legally recycling, dismantling and remanufacturing waste power batteries, and jointly exploring a comprehensive service scheme for the recovery of operating vehicle mileage, Build a regional comprehensive maintenance service station for power batteries of new energy vehicles.
Bybon Group Company Limited(300736) : renewal of independent maintenance provider agreement between subsidiary and apple
Bybon Group Company Limited(300736) ( Bybon Group Company Limited(300736) ) announced on March 31 that Shanghai lightning bee, a wholly-owned subsidiary of the company, renewed the apple independent maintenance provider agreement with apple, and the contract term was extended to July 31, 2022.
Guangzhou Kdt Machinery Co.Ltd(002833) : the controlling shareholder intends to increase its shares by 30-50 million yuan
Guangzhou Kdt Machinery Co.Ltd(002833) ( Guangzhou Kdt Machinery Co.Ltd(002833) ) announced on March 31 that based on the confidence in the future development prospects of the company and the recognition of the long-term value of the company’s shares, the controlling shareholder Li Maohong plans to increase the company’s shares within 6 months, with a total increase amount of no less than 30 million yuan and no more than 50 million yuan, and the increase price of no more than 40 yuan / share.
Nanfang Zhongjin Environment Co.Ltd(300145) : the controlling shareholder plans to increase the holding of 1-2 million shares
Nanfang Zhongjin Environment Co.Ltd(300145) ( Nanfang Zhongjin Environment Co.Ltd(300145) ) announced on March 31 that the controlling shareholder Wuxi Municipal plans to increase its holding of 1-2 million shares at a price of no more than 3.5 yuan / share through centralized bidding in the Shenzhen stock exchange system within one month.
Fujian Boss Software Corp(300525) : it is proposed to repurchase shares of RMB 50 million-100 million
Fujian Boss Software Corp(300525) ( Fujian Boss Software Corp(300525) ) on March 31, it was announced that the company planned to repurchase shares with 50 million yuan to 100 million yuan for the implementation of employee stock ownership plan or equity incentive plan, and the repurchase price shall not exceed 27 yuan / share.
China Railway Group Limited(601390) : the controlling shareholder plans to increase its shares by 150 million to 300 million yuan
China Railway Group Limited(601390) ( China Railway Group Limited(601390) ) on March 31, it was announced that the controlling shareholder of the company, China Railway Engineering Group Co., Ltd., plans to increase its holding of shares of the company by 150 million yuan to 300 million yuan within six months.
Zhuhai Orbita Aerospace Science & Technology Co.Ltd(300053) : it is proposed to introduce strategic shareholders with aerospace industry background
Zhuhai Orbita Aerospace Science & Technology Co.Ltd(300053) ( Zhuhai Orbita Aerospace Science & Technology Co.Ltd(300053) ) on March 31, it was announced that greejin, the controlling shareholder of the company, invested in Hainan Zhongxing to transfer 35739800 shares of the company, accounting for 5.09% of the total share capital of the company. The transfer price is 13.2 yuan / share, totaling 472 million yuan. In addition, Yan Jun, the shareholder of the company, irrevocably entrusted Gree gold investment with all the voting rights, nomination and proposal rights and participation rights corresponding to 5.09% of the shares of the company. The transfer of some shares of the company from greekin to Hainan Zhongxing will introduce strategic shareholders with relevant aerospace industry background to the company, help the company’s business development, and accept the same proportion of voting power entrustment, which is conducive to maintaining the stability of the company’s control.
Hubei Energy Group Co.Ltd(000883) : it is proposed to build several photovoltaic power generation projects and agricultural photovoltaic complementary power stations
Hubei Energy Group Co.Ltd(000883) ( Hubei Energy Group Co.Ltd(000883) ) it was announced on March 31 that the company plans to invest and build two photovoltaic power generation projects and two agricultural photovoltaic complementary power station projects with a total of no more than 2.04 billion yuan. In addition, the company plans to acquire 100% equity of Zhongqi LECHU clean energy (Tianmen) Co., Ltd. by a wholly-owned subsidiary, new energy company, with an equity consideration of no more than 104597 million yuan, accept all assets and bear all liabilities, and the total investment (equity value + total liabilities) of the project shall not exceed 623 million yuan.
