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, and the gem index fell by more than 1%. The net sales of funds to the North exceeded 5 billion yuan
On April 6, the stock index fell in a weak shock, rose slightly in the afternoon, then fell again, and barely turned red in the late trading; Both the Shenzhen Component Index and the gem index fell during the session, and the gem index fell by more than 1%; The daily turnover of the two cities exceeded 960 billion yuan, the northward capital showed a net outflow trend, and the daily net sales exceeded 5 billion yuan.
The real estate continues to rise in multiple directions, so be careful of the risk of ebb tide
The real estate sector continued the rising tide and spread to the direction of Pan infrastructure , Shanghai Chengtou Holding Co.Ltd(600649) and other nearly 20 shares rose by the limit. Recently, many cities have relaxed the house purchase policy, and the continuous stimulation of good news has led to the continuous strength of the sector in the short term. From the perspective of capital behavior, there are signs of fear of heights, and the direction of speculation extends to pan infrastructure and steel stocks.
Once again, the real estate stocks have doubled, and the steel sector has surged nearly 5%. How to operate under the structural market?
On Wednesday (April 6), the three major A-share indexes fluctuated, and the Shanghai index rose slightly; The total turnover of the two cities was 9660.6 yuan, and the net sale of funds from the North was 5.321 billion yuan. In terms of hot spots, real estate, steel, education, traditional Chinese medicine and other sectors strengthened one after another. At the same time, more than 100 shares rose by the limit. After the continuous rebound of a shares, can the market continue? For the trend after the rebound 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: 121 million rush to raise Qilu Bank Co.Ltd(601665) foreign capital net buy 4 shares, institutions net buy 12 shares
On April 6, Qilu Bank Co.Ltd(601665) , with a net inflow of 121 million yuan, was the largest among the stocks on the list. Data show that the stock closed within the daily limit for two consecutive trading days, with a cumulative increase of 22.33% in the past three days. The net flow of funds into the top Huatai headquarters bought 465129 million yuan. A total of 25 stocks were involved in the institutional participation in the dragon and tiger list, of which 12 stocks were net bought by the institution, and Bank of Lanzhou was the most bought, amounting to 715761 million yuan. In addition, 13 shares were net sold by institutions, and Fujian Snowman Co.Ltd(002639) was sold the most, with 107 million yuan.
Resumption of trading of 106 shares with daily limit: Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) daily limit Meisheng Cultural & Creative Corp.Ltd(002699) 2 connected board Hubei Radio & Television Information Network Co.Ltd(000665) broken board
Today (April 6), the three major indexes were divided throughout the day. The turnover of Shanghai and Shenzhen stock markets today was 966.1 billion, 30.5 billion higher than that of the previous trading day. On the disk, education, steel, chicken breeding, real estate, oil and gas and other sectors led the rise, while semiconductor, hjt battery, high transmission and transfer, PVDF concept and other sectors led the decline. A total of 106 shares rose today, an increase of 15 shares over the 91 share limit of the previous trading day. In the Shenwan industry, steel and building decoration led the rise of the two cities.
The three indexes divided into 10 stocks including Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Bank Of Nanjing Co.Ltd(601009) and others throughout the day, reaching a record high
On April 6, the Shanghai stock index closed at 328343 points, up 0.02%; Shenzhen composite index closed at 1217291 points, down 0.45%; The gem index closed at 263391 points, down 1.24%. According to the data of China stock market news choice, the intraday share prices of 10 stocks hit a record high today, including Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Bank Of Nanjing Co.Ltd(601009) and so on. According to the data, the intraday share prices of 52 stocks hit a record low today, including West Point pharmaceutical
blockbuster news
National Standing Committee: deploy timely use of monetary policy tools to more effectively support the development of the real economy
Li Keqiang presided over the executive meeting of the State Council and deployed the timely use of monetary policy tools to more effectively support the development of the real economy.
The central bank solicited opinions on the draft financial stability Law: establishing a financial stability guarantee fund
The draft financial stability law has six chapters and 48 articles, which are divided into general provisions, financial risk prevention, financial risk resolution, financial risk disposal, legal liability and supplementary provisions. The draft aims to establish and improve an efficient, authoritative and coordinated financial stability working mechanism, and further consolidate the main responsibilities of financial institutions and their major shareholders and actual controllers, the territorial responsibilities of local governments and the regulatory responsibilities of financial regulatory departments.
7 days 6 cities deregulation of property market regulation, cancellation of purchase and sale restrictions into the mainstream
The pace of deregulation of the property market in second and third tier cities is accelerating. As of April 6, six cities have relaxed their property market regulation policies in the past week, namely Fuzhou, Nanning, Lanzhou, Qinhuangdao, Quzhou and Mianyang, half of which are provincial capitals. On April 5, Lanzhou municipal government issued a document, which clearly proposed to reduce the threshold of individual house purchase, increase the support of provident fund loans, cancel the policy of "recognizing both houses and loans", relax the restrictions on sales, and fully liberalize the third set of housing, so as to promote the stable development of the real estate market.
Formulate and improve a package of incentive policies to support the use of pure electric vehicles. The opinions on the implementation of the battle for pollution prevention and control in Beijing were released!
The implementation opinions on deepening the battle of pollution prevention and control in Beijing recently issued by the Beijing Municipal Party committee and the Beijing municipal government clearly stipulates to build a green and low-carbon transportation system, formulate and improve a package of incentive policies to support the use of pure electric vehicles and hydrogen fuel cell vehicles, vigorously promote new energy vehicles, and moderately advance the construction of infrastructure such as charging power stations and hydrogen refueling stations.
Ministry of industry and information technology: cultivate a batch of new products, famous products and high-quality products in the field of consumer goods by 2025
The Ministry of industry and information technology publicly solicited opinions on the action plan for digital "three products" in the consumer goods industry (20222025) (Draft for comments). It is targeted that by 2025, the technology integration and application ability of digital "three products" in the consumer goods industry will be significantly enhanced, a number of new products, famous products and high-quality products will be cultivated in the field of consumer goods, and the variety leadership, quality competitiveness and brand influence will be continuously improved.
The central bank and the China Banking and Insurance Regulatory Commission have successively issued documents on financial support for Rural Revitalization to ensure the stable growth of agricultural financial investment
On April 6, the notice on the key work of comprehensively promoting rural revitalization in banking and insurance services in 2022 issued by the China Banking and Insurance Regulatory Commission proposed to adhere to the general tone of seeking progress while maintaining stability, focus on key areas of agriculture and rural areas, go deep into details, steadily increase credit capital investment, improve insurance guarantee level, strengthen the construction of rural financial environment, and continuously improve the quality and efficiency of financial services, It also puts forward specific requirements from nine aspects, such as ensuring the stable growth of agricultural financial investment.
hot spot stocks
Five policies support the trillion Beidou industry to take off, and the performance of these stocks has doubled
At present, China is promoting the construction of the national integrated positioning, navigation and time service (pnt) system with the next generation Beidou system as the core. By 2035, a more ubiquitous, integrated and intelligent national integrated positioning, navigation and time service system with Beidou system as the core will be built. According to the statistics of relevant institutions, by the end of the 13th five year plan, the scale of China Spacesat Co.Ltd(600118) navigation industry exceeded 400 billion yuan. According to the competent department of China's Beidou satellite navigation system, the average annual growth of China Spacesat Co.Ltd(600118) navigation industry has reached more than 20%. It is estimated that the total output value of China's Beidou industry will reach 1 trillion yuan by 2025.
Qilu Bank Co.Ltd(601665) trading limit bank stocks performed actively! Outbreak of digital currency concept Chutian Dragon Co.Ltd(003040) 4 board
Citic Securities Company Limited(600030) according to the latest research report, the disclosed annual report of listed banks in 2021 shows that in the fourth quarter, the revenue growth rate of listed banks increased slightly, the profit growth continued to boom, the asset quality and provision level continued to improve steadily, and the credit risks of key industries have been prospectively dealt with. In terms of investment in the banking sector, with the renewed efforts of the steady growth policy, the orderly optimization of real estate policy and the effective control of the scattered epidemic, the follow-up macroeconomic and micro quality are expected to have room for improvement. In the long run, the bottom of the valuation of the sector is clear, and in the short term, the investment has high cost performance.
Bank stocks overweight the real estate sector is too crazy China Wuyi Co.Ltd(000797) 4 connecting sector, Cccg Real Estate Corporation Limited(000736) 9 tian8 sector
Shenyin Wanguo Securities mentioned that real estate is still the pillar industry of China's national economy, and the contribution of the industry itself and the industrial chain to GDP accounts for nearly 30%. However, at present, under the multiple regulation and financial difficulties, the impact on the economy may gradually enter the low drag stage. In view of the recent frequent voices of the government emphasizing stabilizing the economy, steady growth and preventing and controlling financial risks, while stabilizing the economy urgently needs to stabilize the real estate, it is expected that the policy repair at both ends of supply and demand of the real estate industry is expected to accelerate, and will promote the optimization of the industry pattern and further enhance the concentration, and the high-quality real estate enterprises are expected to usher in both quantity and quality.
Theme strategy of eight securities companies: the market of traditional Chinese medicine sector is sustainable! Five dimensions layout of industrial chain targets
Citic Securities Company Limited(600030) said that the traditional Chinese medicine sector has been in a period of confusion and dilemma at the bottom for a long time, and it is expected to usher in a dilemma reversal in 2022; In recent years, the state has vigorously supported the development of traditional Chinese medicine and continuously issued relevant policies. The approval criteria for innovative traditional Chinese medicine are also constantly standardized, and the incremental logic is ushered in under the supply side reform; In the context of the overall valuation correction of the pharmaceutical sector, the traditional Chinese medicine sector, as an undervalued and policy haven, is expected to usher in the valuation remodeling; We believe that the market of traditional Chinese medicine is sustainable in the medium and long term. We can pay attention to structural opportunities in the short term and target enterprises that benefit from policy promotion, innovation and R & D and consumption upgrading in the medium and long term
selected announcements of listed companies
Changchun High And New Technology Industries (Group) Inc(000661) : long acting growth hormone will be officially injected by electronic injection
Changchun High And New Technology Industries (Group) Inc(000661) ( Changchun High And New Technology Industries (Group) Inc(000661) ) on the evening of April 6, it was announced that the State Drug Administration had issued the card bottle packaging form of polyethylene glycol recombinant human growth hormone injection of kinsay pharmaceutical, its holding subsidiary, and the new indications of recombinant human growth hormone injection. The issuance of drug approval certificates related to the new packaging form marks that its long-acting growth hormone products can officially adopt electronic injection, which will further improve the user experience of the company's long-acting growth hormone products and accelerate the subsequent promotion and sales of the company's long-acting growth hormone products.
Guangdong Orient Zirconic Ind Sci And Tech Co.Ltd(002167) : increase the sales price of relevant zirconium products from April 7
Guangdong Orient Zirconic Ind Sci And Tech Co.Ltd(002167) ( Guangdong Orient Zirconic Ind Sci And Tech Co.Ltd(002167) ) announced on April 6 that the company will increase the sales price of relevant zirconium products from April 7, 2022: zirconium oxychloride products (including mother liquor) will increase by 500 yuan / ton; Zirconia products will be increased by 1500 yuan / ton. At the same time, the prices of other zirconium series products of the company will be adjusted simultaneously.
Shuangliang Eco-Energy Systems Co.Ltd(600481) : it is proposed to invest 5 billion yuan to build 20GW high-efficiency photovoltaic module project
Shuangliang Eco-Energy Systems Co.Ltd(600481) ( Shuangliang Eco-Energy Systems Co.Ltd(600481) ) announced on April 6 that the company plans to sign the cooperation framework agreement on Shuangliang Eco-Energy Systems Co.Ltd(600481) Baotou 20GW high efficiency photovoltaic module project with the Management Committee of Baotou rare earth high tech Industrial Development Zone, and plans to invest a total of 5 billion yuan to build 20GW high efficiency photovoltaic module project in Baotou rare earth high tech Zone, which will be implemented by stages. The total investment of phase I 5GW photovoltaic module project is expected to be 1.5 billion yuan and the construction period is two years.
China National Software And Service Company Limited(600536) : it is proposed to establish China Telecom Chuang Chuang with related parties of RMB 700 million
China National Software And Service Company Limited(600536) ( China National Software And Service Company Limited(600536) ) announced on April 6 that the company and its subsidiary Kirin software plan to invest a total of 700 million yuan to jointly establish China Electronics innovation industry limited partnership (tentative name, hereinafter referred to as "China Telecom innovation") with related parties China Greatwall Technology Group Co.Ltd(000066) and others. The total investment scale of China Telecom Chuang is expected to be no less than 4.951 billion yuan. The total subscribed capital of the company accounts for about 14%. The enterprise is finally controlled by China Electronics.
Shenzhen Das Intellitech Co.Ltd(002421) : the total winning amount of the winning smart transportation project exceeds 1 billion yuan
Shenzhen Das Intellitech Co.Ltd(002421) ( Shenzhen Das Intellitech Co.Ltd(002421) ) announced on April 6 that the company won the bid for Chengdu Rail Transit Line 8 phase II and line 27 phase I integrated monitoring (including communication) system integration and installation project 2, with a bid winning amount of about 861 million yuan. In addition, the company won the bid for the upgrading and reconstruction project of operation video monitoring system of Shenzhen Metro phase I and phase II projects of Shenzhen Metro Group Co., Ltd., with a bid winning amount of about 165 million yuan.
Henan Huanghe Whirlwind Co.Ltd(600172) : it is proposed to raise an additional 800 million yuan to 1.05 billion yuan to cultivate diamond industrialization projects
Henan Huanghe Whirlwind Co.Ltd(600172) ( Henan Huanghe Whirlwind Co.Ltd(600172) ) announced on April 6 that the total amount of funds raised by the company's proposed non-public offering (including issuance expenses) shall not be less than 800 million yuan and not more than 1.05 billion yuan, which will be used to cultivate diamond industrialization projects, supplement working capital and repay bank loans.
Traffic Control Technology Co.Ltd(688015) : the chairman and others plan to increase their holdings by 6 million yuan to 10 million yuan
Traffic Control Technology Co.Ltd(688015) ( Traffic Control Technology Co.Ltd(688015) ) it was announced on April 6 that Gao Chunhai, chairman and general manager of the company, and Huang Qing, deputy general manager, based on their confidence in the future development of the company and their recognition of the long-term investment value of the company, planned to increase their holdings of the company's shares by means allowed by the trading system of Shanghai Stock Exchange (including but not limited to centralized bidding, block trading, etc.) within six months from April 11, with a total increase of no less than 6 million yuan and no more than 10 million yuan.
Wuxi Delinhai Environmental Technology Co.Ltd(688069) : it is proposed to repurchase shares with RMB 30 million to RMB 60 million
Wuxi Delinhai Environmental Technology Co.Ltd(688069) ( Wuxi Delinhai Environmental Technology Co.Ltd(688069) ) announced on April 6 that the company plans to buy back the company's shares in the form of centralized bidding transaction for employee stock ownership plan or equity incentive. The total amount of repurchase funds shall not be less than 30 million yuan, not more than 60 million yuan, and the repurchase price shall not exceed 66 yuan / share.
Grand Industrial Holding Co.Ltd(000626) : it is proposed to repurchase shares with RMB 30 million to RMB 60 million
Grand Industrial Holding Co.Ltd(000626) ( Grand Industrial Holding Co.Ltd(000626) ) it was announced on April 6 that the company intends to repurchase shares for employee stock ownership plan or equity incentive, the total amount of repurchase funds shall not be less than 30 million yuan and not more than 60 million yuan, and the repurchase price shall not exceed 15 yuan / share.
Fujian Nebula Electronics.Ltd(300648) : the total contract amount signed with Contemporary Amperex Technology Co.Limited(300750) and its subsidiaries reached 289 million yuan
Fujian Nebula Electronics.Ltd(300648) ( Fujian Nebula Electronics.Ltd(300648) ) announced on April 6 that from August 7, 2021 to the disclosure date of this announcement, the company signed purchase orders with Contemporary Amperex Technology Co.Limited(300750) and its holding subsidiaries, and the total amount of daily operation contracts signed reached 289 million yuan, accounting for 50.47% of the company's audited main business income in 2020.
Hunan Yujing Machinery Co.Ltd(002943) : it is proposed to set up a holding subsidiary to invest in the construction of 25gw photovoltaic large-scale silicon wafer project
Hunan Yujing Machinery Co.Ltd(002943) ( Hunan Yujing Machinery Co.Ltd(002943) ) announced on April 6 that the company plans to sign the investment agreement for 25gw photovoltaic large-size silicon wafer project in Yancheng Economic and Technological Development Zone Photoelectric Industrial Park with Yancheng Economic and Technological Development Zone Photoelectric Industrial Park Management Office, Jiangsu Shuangliang Eco-Energy Systems Co.Ltd(600481) Investment Co., Ltd. and Jiangsu Yongxin new materials Co., Ltd., and plans to bid about 300 mu of land within the jurisdiction of Yancheng Economic and Technological Development Zone Photoelectric Industrial Park Jiangsu Shuangliang Eco-Energy Systems Co.Ltd(600481) Investment Co., Ltd. and Jiangsu Yongxin new materials Co., Ltd. jointly funded the establishment of a holding subsidiary, Jiangsu Shuangjing New Energy Technology Co., Ltd., which is intended to be the main operator of the company's investment in the construction of 25gw photovoltaic large-scale silicon wafer project, mainly engaged in the production and sales of photovoltaic large-scale silicon wafer products. The total investment of the project is 2.5 billion yuan.
