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 ended lower: the gem index fell by more than 2%, and more than 4000 stocks fell
On April 7, the stock index fell by more than 1% due to weak intraday shocks; Both the Shenzhen Composite Index and the gem index fell. The Shenzhen composite index fell by more than 1.5% and fell to 12000 points, while the gem index fell by more than 2% and fell to 2600 points; The turnover of the two cities shrank, with a full day turnover of about 920 billion yuan, more than 4000 stocks fell, and there was a slight net outflow of funds from the north.
The market ebb tide obviously exceeded 4000 shares and closed down times. The new direction has been fermented
The real estate sector has ushered in a big ebebebtide for the real estate sector sector that ushered in the ebebtide of the big bucktide, China Wuyi Co.Ltd(000797) nearly20 shares, including , Beih-Property Co.Ltd(600791) , Tianjin Hi-Tech Development Co.Ltd(600082) and Tianjin Hi-Tech Development Co.Ltd(600082) fell by the limit. The ebb tide in this direction is expected. At present, the strongest effect of money loss is Tianjin Hi-Tech Development Co.Ltd(600082) , Tianjin Tianbao Infrastructure Co.Ltd(000965) in a high sideways state. Capital intervention is relatively deep, and there should be repeated opportunities later, but the selection of individual stocks is more difficult.
Pudie! More than 4000 shares closed, and the four shares rose against the market limit
Pudie! On Thursday (April 7), the three major A-share indexes collectively fell by more than 1%, and more than 4000 stocks fell. Only cyclical stocks such as cement and coal rose against the market, while property stocks that had risen sharply led the decline and intensified differentiation. How to deduce the bottom grinding market of a shares? What are the investment opportunities? For the downward trend of a shares, institutions generally said that the current market has entered the bottom grinding stage, and the long-term investment value is gradually emerging.
Dragon and tiger list: RMB 268 million rush to raise Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) foreign capital net buy 4 shares and institutions net buy 9 shares
On April 7, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , with a net capital inflow of 268 million yuan, was the largest among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, and the share price hit another record high. Guotai Junan Securities Co.Ltd(601211) Shanghai Branch, the top net inflow of funds, bought 214 million yuan; The net purchase of Shenzhen Stock connect was 559359 billion yuan. A total of 19 stocks were involved in the institutional participation list, of which 9 were net bought by the institution, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) was the most bought, with a net purchase of 111 million yuan in three days.
Resumption of trading of 51 stocks: Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) 2 board Meisheng Cultural & Creative Corp.Ltd(002699) , Fujian Snowman Co.Ltd(002639) broken board Tianjin Tianbao Infrastructure Co.Ltd(000965) fried board
Today (April 7), the market fluctuated all day, and the three indexes fell by more than 1%. The turnover of Shanghai and Shenzhen markets today was 923 billion, a decrease of 43.1 billion compared with the previous trading day. On the disk, cement, coal, phosphorus chemical industry and other sectors led the increase, while digital currency, electronic ID card, pork, real estate and other sectors led the decline. Today, a total of 51 shares rose by the limit, 55 shares less than 106 shares on the previous trading day. In the Shenwan industry, only the coal sector led the rise of the two cities.
10 stocks including Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Nanjing Shenghang Shipping Co.Ltd(001205) and Nanjing Shenghang Shipping Co.Ltd(001205) hit a record high
On April 7, the Shanghai stock index closed at 323670 points, down 1.42%; Shenzhen composite index closed at 1197202 points, down 1.65%; The gem index closed at 257853 points, down 2.10%. 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) , Nanjing Shenghang Shipping Co.Ltd(001205) and so on. According to the data, the intraday share prices of 99 stocks hit a record low today, including Shanghai Zhongzhou Special Alloy Materials Co.Ltd(300963) and so on
blockbuster news
Six ministries and commissions named the large-scale application of green hydrogen and set foot on the starting point of the outbreak
On July 7, six ministries and commissions including the Ministry of industry and information technology and the national development and Reform Commission jointly issued the guiding opinions on promoting the high-quality development of petrochemical and chemical industry in the 14th five year plan. The opinions put forward that by 2025, the petrochemical industry will basically form a high-quality development pattern with strong independent innovation ability, reasonable structure and layout, green, safe and low-carbon. Among them, green hydrogen / hydrogen rich raw materials have been mentioned many times, including accelerating the breakthrough of key technologies such as new catalysis, green synthesis, function structure integrated polymer material manufacturing, "green hydrogen" large-scale application and so on.
Central bank: in 2022, we should realize the orderly and effective connection between green finance and transitional finance, and form operable policies and measures
The people's Bank of China held a video conference on research work in 2022. The meeting pointed out that in 2022, the research system of the people's Bank of China should fully understand the new requirements and challenges put forward by the profound changes in China's external environment for research work, shoulder heavy burdens and act actively. We should focus on serving steady growth and preventing risks, and strengthen research on major basic and forward-looking issues. We should take supporting green and low-carbon development as the main line, continue to deepen the research on transformation finance, realize the orderly and effective connection between green finance and transformation finance, and form operable policies and measures.
More than 60 places across the country have issued property market support policies, and the markets in Chongqing and Zhengzhou are showing signs of recovery
Since 2022, more than 60 cities have issued deregulation policies for the real estate market, mainly involving the cancellation / relaxation of purchase and sale restrictions, the reduction of down payment ratio, the reduction of housing loan interest rate, provident fund loan preference, house purchase subsidies, financial support for real estate enterprises, etc. Since March, many cities have announced to relax or cancel the purchase and sale restrictions. From the subsidy incentive policy to the gradual deregulation of the "five restrictions" policy, the real estate regulation has entered a new stage.
In March, foreign exchange reserves fell below US $3.2 trillion, and the volatility of short-term cross-border securities investment funds intensified
According to data from the safe on Thursday, as of the end of March, China's foreign exchange reserves stood at US $3188 billion, down US $25.8 billion or 0.8% from the end of February, falling below US $3.2 trillion for the first time in 11 months. Market participants pointed out that at the end of March, the scale of China's foreign exchange reserves decreased compared with that at the end of February, mainly due to valuation factors.
Shenzhen: support cross regional mergers and acquisitions and market-oriented restructuring of qualified financial enterprises
On April 7, Shenzhen local financial supervision and Administration Bureau issued several measures of Shenzhen to support the development of financial enterprises. The measures propose to vigorously develop the financial headquarters economy, attract financial enterprises to set up corporate headquarters in Shenzhen, and continuously enhance the cohesion and radiation of Shenzhen's financial industry. Support qualified cross regional mergers and acquisitions and market-oriented restructuring of financial enterprises, and realize the optimal integration and spillover development of financial resources.
Passenger Federation: it is preliminarily estimated that the retail sales of passenger cars in March will be 1501000, a year-on-year decrease of 15%
According to the passenger Federation, it is preliminarily estimated that from March 1 to 31, the retail sales of passenger cars will be 1501000, a year-on-year decrease of 15%, an average daily increase of 8% month on month and an overall month on month increase of 20%.
The wholesale of passenger cars was 1.773 million, a year-on-year decrease of 4%, an average daily increase of 10% month on month, and an overall month on month increase of 22%. From January to February 2022, the overall profit performance of the automobile industry was poor, with revenue increasing by 6%, cost increasing by 8%, and overall profit decreasing by 10% year-on-year, which was relatively lower than the average profit increase of 5% of the whole industrial enterprises, so the automobile industry was under great pressure
hot spot stocks
Chutian Dragon Co.Ltd(003040) limit! The digital currency sector fell miserably! Real estate stocks also stalled China Wuyi Co.Ltd(000797) but 5 connected boards
Guosen Securities Co.Ltd(002736) firmly optimistic about the investment opportunities in the real estate sector. From the perspective of individual stocks, in the development industry, state-owned enterprises with low market value and undervalued value, central enterprises and private enterprises whose operating risks have been fully reflected have a large margin for improvement; In the property management industry, the market share of developers of state-owned enterprises and central enterprises has been definitely increased, and their brother property companies can obtain more market share. At the same time, the valuation has certain advantages.
Baota Industry Co.Ltd(000595) limit whether the military industry sector can become a "safe haven"? Uncle Li is ready to move!
Capital securities mentioned that under the influence of market sentiment and other factors, the military industry sector experienced a sharp correction at the beginning of the year, and the logic of long-term boom expansion remained unchanged. The verification of advances received by downstream enterprises and the landing of large orders will be conducted in an orderly manner to the upstream and midstream along the industrial chain. During the "14th five year plan" period, the demand of supporting enterprises is highly deterministic, the performance of private leaders will be more flexible, and continue to be optimistic about the value of sector allocation under the current position.
Theme strategies of eight securities companies: Why did the cement and steel sectors resist the decline? Combing of stocks with explosive potential in infrastructure chain
China Industrial Securities Co.Ltd(601377) said that the improvement of local real estate policies will be gradually transmitted to the level of building materials. The fundamentals of consumer building materials are clear at the bottom. It is a leader with good past operation data and excellent management. It is highly anti cyclical and has cost-effective valuation. It continues to be recommended; At the same time, the follow-up rush work superimposes the cement peak season, and it is suggested to layout the phased market of cement
selected announcements of listed companies
Hunan Oil Pump Co.Ltd(603319) : received Byd Company Limited(002594) new product fixed point notice
Hunan Oil Pump Co.Ltd(603319) ( Hunan Oil Pump Co.Ltd(603319) ) announced on April 7 that the company recently received a notice of fixed-point of new products from Freddy Power Co., Ltd. ( Byd Company Limited(002594) wholly-owned subsidiary,), and the company will act as a parts supplier of Freddy power to provide electronic oil pump products for Byd Company Limited(002594) pure electric vehicles. The planned mass production time of the project is June 2022.
Jiangxi Special Electric Motor Co.Ltd(002176) : the proposed project of lithium ore mining and Beneficiation with an annual output of 3 million tons and lithium salt with an annual output of 20000 tons
Jiangxi Special Electric Motor Co.Ltd(002176) ( Jiangxi Special Electric Motor Co.Ltd(002176) ) it was announced on April 7 that the company plans to invest with jiangte mining, a wholly-owned subsidiary, in a new lithium ore mining and dressing project with an annual output of 3 million tons and a lithium salt project with an annual output of 20000 tons, with a total investment of about 2 billion yuan. At the same time, jiangte mining plans to sign an investment project contract with Yifeng County People's government to jointly promote the construction of the project.
Jiangsu Sopo Chemical Co.Ltd(600746) : 2.181 billion yuan invested in dimethyl carbonate project
Jiangsu Sopo Chemical Co.Ltd(600746) ( Jiangsu Sopo Chemical Co.Ltd(600746) ) announced on April 7 that the wholly-owned subsidiary Jiangsu Sopo Chemical Co.Ltd(600746) polyester Technology Co., Ltd. will be used as the implementation subject to invest in the construction of a 200000 ton annual output of dimethyl carbonate project (tentative name) with its own and self raised funds, with an investment amount of about 2.181 billion yuan. At present, the company has no sales business of dimethyl carbonate.
Sunstone Development Co.Ltd(603612) : it is proposed to build the 50000 ton project in the first phase of the 200000 ton / a lithium ion battery cathode material integration project
Sunstone Development Co.Ltd(603612) ( Sunstone Development Co.Ltd(603612) ) announced on April 7 that the company decided to invest in the first phase of 50000 tons of lithium ion battery cathode material integration project with an annual output of 200000 tons in Jiabei Industrial Park, Jiayuguan City, Gansu Province, with a total investment of about 720 million yuan; At the same time, the company increased the capital of its wholly-owned subsidiary Gansu sotong Shengyuan carbon materials Co., Ltd. by 283 million yuan in cash, and took it as the main body of the project to be responsible for the construction of the project.
Qingdao Gaoce Technology Co.Ltd(688556) : sign the investment agreement of 10GW photovoltaic large silicon wafer project
Qingdao Gaoce Technology Co.Ltd(688556) ( Qingdao Gaoce Technology Co.Ltd(688556) ) it was announced on April 7 that the company and the Management Committee of Jiangsu Jianhu high tech Industrial Development Zone recently signed an investment agreement and reached a cooperation intention on the company's investment and construction of Jianhu (phase II) 10GW photovoltaic silicon wafer project in Jianhu County, Yancheng City, Jiangsu Province. The total investment of the project is expected to be 700 million yuan. The project is expected to be put into operation in two stages in 2023 and 2024 (5GW large silicon chip chip production capacity is planned to be built in each stage).
Ningbo Orient Wires & Cables Co.Ltd(603606) : won the bid for 298 million yuan offshore wind power submarine cable EPC project
Ningbo Orient Wires & Cables Co.Ltd(603606) ( Ningbo Orient Wires & Cables Co.Ltd(603606) ) it was announced on April 7 that the company won the bid for 66kV submarine cable and laying project (bid section a) of EPC general contracting project of Yuedian Yangjiang Qingzhou No. 1 and No. 2 offshore wind farm project, with a bid winning amount of about 297.9 million yuan.
Jinyu Bio-Technology Co.Ltd(600201) : it is proposed to repurchase shares with RMB 200 million to RMB 300 million
Jinyu Bio-Technology Co.Ltd(600201) ( Jinyu Bio-Technology Co.Ltd(600201) ) announced on April 7 that the company plans to buy back shares in the form of centralized bidding transaction for equity incentive. The total amount of share repurchase funds shall not be less than 200 million yuan and not more than 300 million yuan, and the repurchase price shall not exceed 18 yuan / share. In addition, Zhang Jianyu, the chairman of the company, and Zhang Jing, the director and President of the company, plan to increase their holdings by no less than 30 million yuan and no more than 60 million yuan.
Tianjin Zhonghuan Semiconductor Co.Ltd(002129) : the total investment of Inner Mongolia central industrial city project group is about 20.6 billion yuan
Tianjin Zhonghuan Semiconductor Co.Ltd(002129) ( Tianjin Zhonghuan Semiconductor Co.Ltd(002129) ) announced on April 7 that the company and Tcl Technology Group Corporation(000100) reached cooperation with the people's Government of Inner Mongolia Autonomous Region and the people's Government of Hohhot City on the joint investment and construction of Inner Mongolia central industrial city project group in Hohhot, and signed the strategic cooperation framework agreement and cooperation agreement respectively. The cooperation includes high-purity polysilicon projects with a total capacity of about 120000 tons; Semiconductor monocrystalline silicon materials and supporting projects; For the national silicon material R & D center project, the total investment of the above scientific research and manufacturing projects is planned to be about 20.6 billion yuan.
Guoxin Technology: successful internal test of new generation automotive electronic MCU products
Guoxin Technology (688262) announced on April 7 that the new generation of automotive electronic MCU product "ccfc2012bc" developed by the company was successful in the company's internal test recently. The above chip products of the company have completely independent intellectual property rights. As of April 7, 2022, the company has obtained 9 customers with actual orders of more than 1.1 million.
Hengdian Group Dmegc Magnetics Co.Ltd(002056) : it is proposed to repurchase shares with RMB 150 million-250 million
Hengdian Group Dmegc Magnetics Co.Ltd(002056) ( Hengdian Group Dmegc Magnetics Co.Ltd(002056) ) announced on April 7 that the company plans to use its own funds of 150250 million yuan to buy back some shares of the company in the form of centralized bidding transaction. The price of the repurchased shares shall not exceed 20 yuan / share, which will be used to implement the company's equity incentive plan or employee stock ownership plan.
Civil aviation products developed by Beidou company
Hwa Create Corporation(300045) ( Hwa Create Corporation(300045) ) announced on April 7 that recently, the bds-2120 Beidou Positioning and tracking equipment developed by the company has obtained the project approval of technical standard regulations (hereinafter referred to as "ctsoa certificate") issued by the Civil Aviation Administration. The equipment has passed the e-level airworthiness certification review of the Civil Aviation administration, marking that the airborne Beidou products independently developed by the company can officially enter the field of civil aviation.
Shanghai No.1 Pharmacy Co.Ltd(600833) : it will undertake the procurement service of epidemic prevention materials, and is expected to generate an income of Tian Jin Bohai Chemical Co.Ltd(600800) million yuan
Shanghai No.1 Pharmacy Co.Ltd(600833) ( Shanghai No.1 Pharmacy Co.Ltd(600833) ) announced on April 7 that based on the needs of epidemic prevention and control, the company was entrusted to undertake the task of providing epidemic prevention materials procurement services for the public after receiving the notice from Bailian Group, the controlling shareholder of the company. The company estimates that if the matter is implemented as planned, it will generate main business income of Tian Jin Bohai Chemical Co.Ltd(600800) million yuan, but the impact on profits is not clear.
Montnets Cloud Technology Group Co.Ltd(002123) : business cooperation agreement signed between subsidiary and Huawei cloud
Montnets Cloud Technology Group Co.Ltd(002123) ( Montnets Cloud Technology Group Co.Ltd(002123) ) on April 7, it was announced that Shenzhen mengwang, a subsidiary of the company, recently signed a business cooperation agreement with Huawei Cloud Computing Technology Co., Ltd. "on the procurement cooperation of intelligent information terminal analysis capability". The koomessage operation platform is built by huaweiyun, and Shenzhen mengwang provides intelligent information aim + capability; Huawei cloud pays the purchase fee to Shenzhen mengwang according to the usage of terminal resolution capability and the price agreed by both parties.
