Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors’ reference Current market situation
A shares started off well in April, with shipping ports and tourist hotels rising sharply
On April 1, driven by the sectors of wine making and finance, the Shanghai index rose strongly, once rising by more than 1%, and maintained a strong shock trend in the afternoon; Shenzhen Component Index and gem index rose sharply in the session, and the growth rate of gem index narrowed significantly in the afternoon; The transaction volume of the whole market was 930 billion yuan, which was more than 930 billion yuan.
The tap drops again! High stock sentiment ebbed in a large area, and the market style will usher in a change?
After more than one month’s speculation on the concept of anti epidemic, the whole industrial chain has been fully explored, and the space for further upward speculation has been greatly suppressed, and the speculation expectation has been overdrawn. In contrast, the overall level of the post epidemic recovery concept is still low. Although the actual operation of relevant industries is still affected by the epidemic, the market first gives the expectation of the reversal of the plight of the industry.
April starts well! Northbound funds increased their positions by nearly 23 billion yuan during the week. How can A-Shares rebound?
Get off to a good start! On Friday (April 1), the three major A-share indexes were all red. In terms of hot spots, catering, transportation and banking sectors have strengthened and attracted much attention. At the same time, funds from northbound have poured in nearly 23 billion yuan this week. Can the rebound of A-Shares continue? For the trend of a shares, institutions generally said that the positive factors in the market are gradually accumulating, and this round of trend rebound is expected to continue.
Dragon and tiger list: 184 million rush to raise Langold Real Estate Co.Ltd(002305) foreign capital net buy 4 shares, institutions net buy 14 shares
On April 1, Langold Real Estate Co.Ltd(002305) , with a net inflow of 184 million yuan in three days, 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, up 33.21% in the past three days. Huaxin Shanghai Wanping South Road, which ranks first in the net flow of funds, bought 469479 million yuan on the third day. A total of 30 stocks were involved in the institutional participation list, of which 14 were net bought by the institution, and Shanghai Fudan Microelectronics Group Co.Ltd(688385) was the most bought, amounting to 163 million yuan. In addition, 16 shares were net sold by institutions, and Cccg Real Estate Corporation Limited(000736) was the most net sold, with a net sale of 568 million yuan in three days.
Resumption of trading of 91 stocks up and down limit: China Meheco Group Co.Ltd(600056) down limit Sinodata Co.Ltd(002657) 4 board Zhongnongfa Seed Industry Group Co.Ltd(600313) fried board
Today (April 1), the three major indexes rose slightly and ushered in a good start in April. The turnover of the two cities today was 935.6 billion, a decrease of 73.5 billion compared with the previous trading day. On the disk, ports, duty-free shops, tourism, airports, mobile games and other sectors led the increase, while traditional Chinese medicine, covid-19 treatment, pharmaceutical commerce, building energy conservation and other sectors led the decline. Today, a total of 91 shares rose by the daily limit, an increase of 30 shares over the previous trading day’s 61 shares. In the Shenwan industry, transportation and media led the rise of the two cities.
The three major indexes rose collectively, and 14 stocks including Poly Developments And Holdings Group Co.Ltd(600048) , Shanxi Zhendong Pharmaceutical Co.Ltd(300158) and others reached a record high
On April 1, the Shanghai stock index closed at 328272 points, up 0.94%; Shenzhen composite index closed at 1222793 points, up 0.91%; The gem index closed at 266697 points, up 0.28%. According to the data of China stock market news choice, the intraday share prices of 10 stocks hit an all-time high today, including Poly Developments And Holdings Group Co.Ltd(600048) , Shanxi Zhendong Pharmaceutical Co.Ltd(300158) , etc. Data show that today, the intraday share prices of 89 stocks hit a record low, including West Point pharmaceutical
blockbuster news
Xi Jinping : China and the EU should provide a stabilizing factor for the volatile world situation
Xi Jinping stressed that since last year, China EU relations have achieved new development amid challenges and China EU cooperation has achieved new results amid difficulties. Facts have proved that China and the EU share broad common interests and a deep foundation for cooperation. Only cooperation and coordination can solve problems and meet challenges. China’s policy towards Europe remains stable and consistent. We hope that the EU will form an independent understanding of China, pursue an independent policy towards China, and work with China to jointly promote the stability and long-term development of China EU relations.
Implementing the spirit of Xi Jinping important instructions, the national teleconference on work safety was held in Beijing
Li Keqiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, pointed out that the current work safety situation is still complex and severe. Relevant departments in all regions should adhere to the guidance of the Xi Jinping new era socialism with Chinese characteristics, earnestly implement the decisions and arrangements of the CPC Central Committee and the State Council, adhere to the people first and life first, coordinate development and safety, put responsibilities and measures in place, and resolutely curb the occurrence of major accidents.
The central bank held a working meeting on financial stability: coordinate regulatory resources and disposal resources to form a joint force for financial risk disposal
Recently, the people’s Bank of China held a video conference on financial stability in 2022. The meeting required that in 2022, the financial stability system of the people’s Bank of China should continue to adhere to the general tone of seeking progress while maintaining stability, improve the mechanism, and promote the marketization, legalization and normalization of the disposal mechanism. We should coordinate regulatory resources and disposal resources, strengthen horizontal and vertical coordination, and form a joint force for financial risk disposal.
National Development and Reform Commission: 102 major projects in the 14th five year plan should speed up the construction of projects under construction and form physical workload as soon as possible
On March 31, the national development and Reform Commission organized the first inter ministerial joint meeting on the implementation of 102 major projects in the 14th five year plan. The meeting reviewed the working rules of the inter ministerial joint meeting on promoting the implementation of 102 major projects in the 14th five year plan and the key points of work in 2022, and studied and deployed the key work in the next step. According to the requirements of the meeting, all departments should deploy according to the key points of work in 2022, strengthen organization and leadership, strengthen coordination and cooperation, and ensure the implementation and effectiveness of each task of 102 major projects.
Five ministries and commissions: Trial Implementation of automobile safety supervision system
The State Administration of market supervision, together with the departments of industry and information technology, transportation, emergency and customs, strengthens the information sharing of in-depth vehicle testing and evaluation, accident and investigation reports, etc; Establish an expert committee to formulate the implementation guidelines and supporting measures of sandbox supervision; Organize a number of competent and qualified technical institutions to undertake technical evaluation and quality service related to sandbox supervision, so as to ensure the smooth implementation of sandbox supervision system.
The Ministry of Commerce held a symposium on foreign-funded enterprises in the automobile industry chain
On March 31, Wang Shouwen, Vice Minister of Commerce and deputy representative of international trade negotiations, presided over a symposium on foreign-funded enterprises in the automobile industry chain in Beijing. Representatives of 17 foreign-funded automobile and parts manufacturing enterprises and relevant automobile industry associations attended the meeting. Wang Shouwen said that the Chinese government attaches great importance to the utilization of foreign capital in the manufacturing industry. In the process of accelerating the realization of innovative development and green development, China has provided a broad development space for multinational car enterprises to realize their own scientific and technological transformation and electrification strategy. It is hoped that multinational car enterprises will seize the opportunity to further expand investment in China and improve the layout of industrial chain and supply chain.
Chen Shihua, Deputy Secretary General of China Automobile Association: the “demon price” of lithium should be killed to ensure supply and stable price
At present, the new energy vehicle industry has shown a good development situation of double improvement in market scale and development quality. The total number of Shanxi Guoxin Energy Corporation Limited(600617) vehicles has exceeded 8 million, ranking first in the world. In some key fields, the technical level has reached the world’s leading level and has a certain first mover advantage. The sharp vicious rise of upstream materials and strong response from industry enterprises will have a serious negative impact on the stable, orderly and healthy development of the automobile market if it cannot be effectively curbed.
Five departments including the Ministry of culture and Tourism: it is proposed to stipulate that scripts shall not be provided to minors except on holidays
The Ministry of culture and tourism and other five departments have studied and drafted the notice on regulating script entertainment business activities (Draft for comments), which will be open to the public for comments from today (April 1). The draft stipulates that the script entertainment business unit shall, within 30 natural days from the date of operation, report the address of the business place and the name, author, brief introduction, age range and other information of the script used in the place to the county-level cultural and tourism administrative department where the business place is located for the record through the national cultural market technology supervision and service platform. Script entertainment business units shall adhere to the correct guidance and establish a content self-examination system to ensure the legitimacy of the content
hot spot stocks
Up to 50 times! 70% of production capacity in Ukraine? China is the supply leader! These listed companies are overweight one after another
The latest situation in Russia and Ukraine shows signs of easing, but the domino of the global industry has been pushed down, and the impact is difficult to recover. Among them, the noble gas originally belonging to inert gas on the periodic table of elements has become the most sensitive “active gas” in price response under geographical conflict: not only neon, which is dependent on semiconductor technology, has a “bitcoin” jump, dozens of times higher than the highest at the end of 2020, but also helium, which is widely used in industry, has increased by about three times, and the impact of relevant price increases has begun to emerge.
“Drinking, eating meat and preparing grain” market Wuliangye Yibin Co.Ltd(000858) , Kweichow Moutai Co.Ltd(600519) rise, and the concept of meta universe is also in turmoil! What’s going on?
Huachang Securities pointed out that Baijiu Q1 index outstanding indicators, channel performance is healthy, strong performance support, despite the short-term focus of the market is Moutai’s price decline on the demand boom and channel confidence, but the leading line of the long line value space has emerged, Moutai report acceleration, certainty scarcity, product line more abundant, and mutual trust with the capital market to enhance, for the first choice.
Theme strategy of eight securities companies: financial “three brothers” work together! Can it breed a new round of rising market?
China Post Securities said that the intensive disclosure of the annual report helped the bank valuation repair market and continued to be optimistic about the performance of bank stocks. At present, the valuation of bank shares is generally lower than that of other industries, and it is also near the lowest valuation level in history. As the bank sector enters the intensive disclosure period of 2021 annual report, the valuation repair market of the bank sector is worth looking forward to. The steady growth policy in the second quarter will become the driving force for the performance of the banking industry in the next stage. Relevant stocks with high growth, high-quality assets and deep business moat are expected to receive more market attention Announcement of listed companies
Tianma Microelectronics Co.Ltd(000050) : the wholly-owned subsidiary received 100 million yuan of government subsidy
Tianma Microelectronics Co.Ltd(000050) ( Tianma Microelectronics Co.Ltd(000050) ) it was announced on April 1 that recently, Xiamen Tianma, a wholly-owned subsidiary of the company, received 100 million yuan of R & D support subsidy allocated by the Management Committee of Xiamen Torch High tech Industrial Development Zone, accounting for 6.48% of the company’s net profit in 2021, which is expected to increase the total profit of 2022 by 100 million yuan (Unaudited).
Shenzhen Energy Group Co.Ltd(000027) : it is proposed to invest 2.399 billion yuan in the construction of Shenzhen Guangming energy ecological park project
Shenzhen Energy Group Co.Ltd(000027) ( Shenzhen Energy Group Co.Ltd(000027) ) it was announced on April 1 that the environmental protection company, the holding subsidiary of the company, participated in the recruitment of the franchise of Shenzhen Guangming energy ecological park project in Guangdong Province through its wholly-owned subsidiary Guangming environmental protection company and received the notice of winning the election. The total processing scale of the project is 2250 tons / day, the construction scale of this phase is 1500 tons / day, and the total investment is planned to be 2.399 billion yuan.
Sichuan Anning Iron And Titanium Co.Ltd(002978) : it is proposed to invest 10 billion yuan in the whole industrial chain project of energy grade titanium materials with an annual output of 60000 tons
Sichuan Anning Iron And Titanium Co.Ltd(002978) ( Sichuan Anning Iron And Titanium Co.Ltd(002978) ) announced on April 1 that recently, the company signed the investment contract for the whole industry chain project of Sichuan Anning Iron And Titanium Co.Ltd(002978) annual output of 60000 tons of energy grade titanium (alloy) materials with the Management Committee of Panzhihua vanadium titanium high tech Industrial Development Zone. The total planned investment budget of the project is 10 billion yuan.
Shanghai Tianyong Engineering Co.Ltd(603895) : signed a strategic cooperation framework agreement on intelligent manufacturing with China Science and technology new century
On April 5, the two sides signed strategic cooperation agreements with China Energy Technology (Group) Co., Ltd. in the field of smart battery manufacturing and smart battery manufacturing to further deepen cooperation in the field of smart battery manufacturing.
Midea Group Co.Ltd(000333) : 101542 million shares have been repurchased at a cost of 580 million yuan
Midea Group Co.Ltd(000333) ( Midea Group Co.Ltd(000333) ) announced on April 1 that as of March 31, the company had repurchased 101542 million shares by means of centralized bidding, accounting for 0.1452% of the total share capital of the company. The highest transaction price was 59 yuan / share, the lowest transaction price was 54.4 yuan / share, and the total amount paid was 580 million yuan (excluding transaction costs).
Yunnan Energy Investment Co.Ltd(002053) : winning the bid for photovoltaic development project in Xinping County
Yunnan Energy Investment Co.Ltd(002053) ( Yunnan Energy Investment Co.Ltd(002053) ) announced on April 1 that the company received the letter of acceptance issued by the bidding agency. The company is the bid winner of Xinping County photovoltaic development project – yulongzhai photovoltaic project and the whole county roof distributed photovoltaic project, with an estimated total investment of 258 million yuan.
Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) : the output of 1 million T / a potash fertilizer reconstruction and expansion project in Laos
Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) ( Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) ) announced on April 1 that the company’s 1 million T / a potash fertilizer reconstruction and expansion project in Laos has achieved stable production and reached the production capacity and product quality planned in the project design. The company disclosed its annual report on the same day and realized an operating revenue of 833 million yuan in 2021, with a year-on-year increase of 129.36%; The net profit was 895 million yuan, a year-on-year increase of 140143%; The basic earnings per share is 1.18 yuan.
S.F.Holding Co.Ltd(002352) : it has spent 1.287 billion yuan to buy back 24521700 shares
S.F.Holding Co.Ltd(002352) ( S.F.Holding Co.Ltd(002352) ) announced on April 1 that as of March 31, the company had repurchased 24521700 shares (accounting for 0.5% of the company’s current total share capital) through centralized bidding, with a repurchase fund of about 1.287 billion yuan (excluding transaction costs), and an average transaction price of 52.48 yuan / share (the highest transaction price of 59.4 yuan / share and the lowest transaction price of 46.77 yuan / share).
Chengdu Xinzhu Road&Bridge Machinery Co.Ltd(002480) : the person acting in concert of the controlling shareholder intends to increase his shares
Chengdu Xinzhu Road&Bridge Machinery Co.Ltd(002480) ( Chengdu Xinzhu Road&Bridge Machinery Co.Ltd(002480) ) on April 1, it was announced that Sichuan development, the controlling shareholder of the company, plans to designate the Sichuan relief and development fund managed by Sichuan development securities fund under its control to increase the shares of the company in the form of centralized competitive trading. The number of shares to be increased shall not exceed 3768500 shares (accounting for 0.49% of the total share capital of the company), and shall not be less than 1884200 shares; The implementation period shall be completed within 6 months from the date of announcement of the shareholding increase plan.
Sichuan Development Lomon Co.Ltd(002312) : the person acting in concert of the controlling shareholder intends to increase the holding of shares by RMB 200 million to RMB 300 million
Sichuan Development Lomon Co.Ltd(002312) ( Sichuan Development Lomon Co.Ltd(002312) ) announced on April 1 that the Sichuan development securities fund, the controlling shareholder of the company, Sichuan advanced materials group, plans to appoint the Sichuan relief and development fund controlled by it to increase the shares of the company through centralized bidding, with an increase amount of no less than 200 million yuan and no more than 300 million yuan, which will be completed within 6 months from the date of announcement of the increase plan.
