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 and fell differently. The infrastructure sector rose sharply, and the traditional Chinese medicine sector led the decline
On April 8, the stock index bottomed out in the morning and rose slightly in the afternoon driven by real estate, finance and other sectors; The Shenzhen composite index fell back again after rebounding in the session and fluctuated in a narrow range in the afternoon; Gem refers to the intraday rise and fall, with a slight dip in the afternoon; The transaction between the two cities was about 920 billion yuan, with a small net outflow of funds from the north.
The market continued to adjust and closed down more than 3000 individual stocks, with active funds focusing on Pan infrastructure
The real estate sector has been active repeatedly, led by the subdivided REITs direction. The concept shares of the concept shares of the concept of REITs are the concept shares of the concept shares of the concept shares of the concept shares of the concept of Hongda Xingye Co.Ltd(002002) 314 , Beijing Airport High-Tech Park Co.Ltd(600463) , China-Singapore Suzhou Industrial Park Development Group Co.Ltd(601512) , Beijing Electronic Zone High-Tech Group Co.Ltd(600658) limit. In terms of driving force, the main reason is that real estate, as the current main line, has a high degree of capital focus, and it will go long with the slight good news. The placing proportion of the first public offering REITs of this year sold yesterday was about 1.08%, which set a new low in the public placing proportion of public offering REITs products.
Where are the A-share investment opportunities in the rise and rise of infrastructure and real estate?
Looking back on the trend of the three major A-share indexes this week, the cumulative weekly decline of the Shanghai index was 0.94%, the cumulative weekly decline of the Shenzhen composite index was 2.2%, and the cumulative weekly decline of the gem index was 3.64%. In terms of hot spots, sectors such as infrastructure, phosphorus chemical industry and real estate have strengthened one after another, attracting much attention. How to grasp investment opportunities in the face of market shocks? For the trend after the rebound of a shares, institutions generally said that at present, the market is still in the low shock range, and performance growth stocks can be concerned.
Dragon and tiger list: 128 million rush to raise China Wuyi Co.Ltd(000797) foreign capital net buy 4 shares, institutions net buy 19 shares
On April 8, China Wuyi Co.Ltd(000797) , with a net inflow of 128 million yuan, was the largest among the stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 17.23% throughout the day. Since the limit rise on March 30, China Wuyi Co.Ltd(000797) recorded six consecutive boards, with a cumulative increase of 77.02%. The net inflow of funds into Guosheng securities Ningbo Sangtian Road, which ranks first, net purchases of 676935 million yuan. A total of 28 shares were involved in the institutional participation in the dragon and tiger list, of which 19 shares were net bought by the institution, and Hubei Radio & Television Information Network Co.Ltd(000665) was the most bought, amounting to 929414 million yuan. In addition, 9 shares were net sold by institutions, and tynkon was sold the most, amounting to 423098 million yuan.
Today (April 8), the three major indexes were divided. The turnover of Shanghai and Shenzhen markets today was 926.4 billion, 3.4 billion compared with the previous trading day. As of the closing, precious metals, chemical industry, architectural decoration, chemical fertilizer, real estate and other sectors led the increase, while virtual digital human, aquaculture, covid-19 treatment, traditional Chinese medicine and other sectors led the decline. A total of 82 shares rose from the trading limit today. In the Shenwan industry, architectural decoration and real estate led the rise of the two cities.
The performance of the three indexes was divided, and 8 stocks including China Mobile and Shaanxi Coal Industry Company Limited(601225) hit a record high
On April 8, the Shanghai stock index closed at 325185 points, up 0.47%; Shenzhen composite index closed at 1195927 points, down 0.11%; The gem index closed at 256991 points, down 0.33%. According to the data of China stock market news choice, the intraday share prices of eight stocks hit an all-time high today, including China Mobile, Shaanxi Coal Industry Company Limited(601225) etc. According to the data, the intraday share prices of 199 stocks hit a record low today, including Shanghai Zhongzhou Special Alloy Materials Co.Ltd(300963) and so on
blockbuster news
Li Keqiang: stabilize market expectations and promote the healthy and sustainable development of platform economy
Li Keqiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, presided over a symposium of experts and entrepreneurs on the economic situation on the 7th. Li Keqiang said that at present, the difficulties of market players, especially small, medium-sized and micro enterprises and individual industrial and commercial households, are increasing. We should strive to help them tide over the difficulties. We should deepen reform and create a market-oriented, legal and international business environment. To formulate and implement policies, we should listen to the opinions of market subjects and stabilize market expectations. Promote the healthy and sustainable development of the platform economy.
CSRC: continue to deepen the capital market reform with the full implementation of the stock issuance registration system as the main line in 2022
The CSRC said that in 2022, the CSRC will continue to further promote the construction of a government ruled by law in the capital market; Continue to deepen the reform of the capital market with the full implementation of the stock issuance and registration system as the main line, and further strengthen the construction of the basic system of the capital market; Highlight the combination of release and management, earnestly perform the supervision responsibilities, and guide and encourage market product innovation; Strictly implement the opinions on cracking down on illegal securities activities according to law, improve the judicial system and mechanism of securities law enforcement, and severely crack down on illegal acts in the capital market.
CBRC: further strengthen financial support for the development of small and micro enterprises
We will increase the investment of credit loans and strive to continuously increase the proportion of credit loans in the loan balance of inclusive small and micro enterprises. Efforts have been made to increase the proportion of first loan households among small and micro enterprise loan households. Large banks and joint-stock banks have increased the number of first loan households of small and micro enterprise legal persons throughout the year, which is higher than that of the previous year. On the premise of ensuring the incremental expansion of credit supply, strive to achieve the overall realization of the interest rate of new inclusive small and micro enterprise loans issued by the banking industry in 2022, which is lower than that in 2021.
Shenzhen releases heavy documents! By 2025, the number of listed companies will exceed 600, and unicorn enterprises at home and abroad will be promoted to be listed on the Shenzhen Stock Exchange
On the afternoon of April 8, the official website of Shenzhen municipal government released the implementation opinions of Shenzhen Municipal People's Government on accelerating the cultivation and growth of market subjects. The opinions pointed out that Shenzhen will further deepen the reform of "release, management and service", cultivate and stimulate the vitality and social creativity of various market players, and enhance the endogenous driving force of economic growth. Shenzhen will build a potential Unicorn enterprise discovery mechanism, optimize the unicorn enterprise cultivation system, and provide efficient and multi-level financing support. Strengthen the listing cultivation of Unicorn enterprises and promote the listing of high-quality Unicorn enterprises at home and abroad on the Shenzhen Stock Exchange.
The six major banks all stated that the mortgage repayment can be extended for up to 6 months during the epidemic period
Recently, a number of banks, including six major banks, have said that they can postpone repayment and fully protect customers' credit investigation rights and interests. On April 8, Postal Savings Bank Of China Co.Ltd(601658) said that it would provide up to six months of deferred repayment services to those hospitalized or isolated due to covid-19 pneumonia, those who participated in epidemic prevention and control, those who needed isolation and observation for epidemic prevention and control, and those mortgage customers who temporarily lost their source of income affected by the epidemic.
At present, this is the longest time limit that can be extended in the relevant policies issued by banks.
The state plans to carry out the collection and storage of the fourth batch of central frozen pork reserves within 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 will carry out the collection and storage of the fourth batch of central frozen pork reserves during the year, and it is planned to collect and store another 40000 tons of frozen pork in the near future.
FAO: global food prices soared to an all-time high in March
The food and Agriculture Organization of the United Nations (FAO) said on Friday that global food prices hit a record high in March because the war in Ukraine affected the food and vegetable oil markets. The FAO food price index averaged 159.3 points in March and 141.4 points in February. The index tracks the world's most traded food commodities. The index was 140.7 in early February and also hit a record high at that time.
Hong Kong stock connect deposit risk management system adjustment, China Clearing solicited opinions on relevant implementation rules
On April 8, China Securities Depository and Clearing Co., Ltd. (hereinafter referred to as "CSDCC") solicited opinions on the implementation rules for the registration, custody and settlement of the trading interconnection mechanism between the mainland and Hong Kong stock markets. According to the exposure draft, when the deposit paid by domestic settlement participants is less than the deposit collected by Hong Kong settlement from China settlement, China settlement can apportion and collect the insufficient part from domestic settlement participants.
The leading group office of carbon peak carbon neutralization held a teleconference to crack down on carbon emission data fraud
On the afternoon of April 8, the leading group office of carbon peak carbon neutralization held a teleconference to inform the problems related to the falsification of carbon market data, deploy to crack down on the falsification of carbon emission data and promote the healthy and orderly development of carbon market. The meeting stressed that all relevant departments in all regions should attach great importance to the problem of carbon emission data fraud, adhere to the problem orientation, adhere to "zero tolerance", take strong measures to strictly investigate and deal with fraud, form a strong deterrent, and resolutely prevent the recurrence of data fraud
hot spot stocks
Changes in brokerage stocks and the real estate chain staged a rising tide Xinjiang Guotong Pipeline Co.Ltd(002205) , Hainan Ruize New Building Material Co.Ltd(002596) keep going crazy
Everbright Securities Company Limited(601788) said that the current valuation of the securities sector deviates from the fundamentals, and the valuation is at a historical low. Under the main line of "steady growth", the repair of the undervalued financial sector is still worth looking forward to. It is suggested to pay attention to two main lines: (1) leading securities companies with outstanding comprehensive strength and gradually increasing market share in the securities sector; (2) In the era of wealth management, it is recommended to have differentiated competitiveness in the field of Internet wealth management and benefit from the development of fund subsidiaries.
Precious metals, big finance and real estate stocks are making a comeback China Wuyi Co.Ltd(000797) 6 connecting sector, Tianjin Tianbao Infrastructure Co.Ltd(000965) soaring limit
Wanlian Securities pointed out that under the macro background of "stable growth", the fundamentals of the current real estate industry continue to bottom, and the marginal improvement policy continues. It is expected that there are still many favorable policies to be expected in the follow-up, and continue to be optimistic about the market performance of the real estate sector. It is suggested to pay attention to (1) property management companies with good fundamental performance; (2) High quality real estate enterprises with financial stability and background of central enterprises / state-owned enterprises; (3) Real estate enterprises with high-quality holding properties or transformation enterprises, or effectively form a virtuous capital cycle of "development +".
Theme strategy of the eight major securities companies: is the "spring ploughing" market of phosphorus chemical industry coming due to the shortage of energy supply in Europe or limited chemical production capacity?
Western Securities Co.Ltd(002673) said that the medium and long-term phosphorus chemical resource attribute is prominent, and the supply side reform continues to optimize the industry competition pattern. At present, China's phosphorus ore resources are facing the pressure of shortage. At the same time, with the joint restrictions of various supply side control measures such as carbon neutralization, dual control of energy consumption and capacity indicators, we will see that some enterprises with leading resource endowment layout will show stronger competitiveness
selected announcements of listed companies
Luoyang Glass Company Limited(600876) : breakthrough in research and development of photothermal glass products
Luoyang Glass Company Limited(600876) ( Luoyang Glass Company Limited(600876) ) it was announced on April 8 that recently, the company's wholly-owned subsidiary China building materials (Puyang) photoelectric materials Co., Ltd. has made a breakthrough in the research and development of photothermal glass products after tackling key technical problems. 2mm photothermal glass products have been tested by a third-party authority, and all indicators have reached the photothermal glass industry standard. Now the products are ready to be sent to customers for trial.
Hainan Mining Co.Ltd(601969) : oilfield development project of holding subsidiary put into operation
Hainan Mining Co.Ltd(601969) ( Hainan Mining Co.Ltd(601969) ) on April 8, it was announced that Locke Petroleum (China), a wholly-owned subsidiary of ROC Oil Company Pty Limited, a holding subsidiary, served as the operator and cooperated with other foreign contractors to jointly develop the East Zone Development Project of Weizhou 12-8 oilfield with CNOOC, which was officially put into operation recently. After the East Zone Development Project of Weizhou 12-8 oilfield is put into operation, it is expected to achieve an average annual daily crude oil production of about 4700 barrels and a peak daily output of about 10000 barrels in 2022. Among them, Locke China holds 19.6% of the participating interests in the project.
Guangdong Dowstone Technology Co.Ltd(300409) : it is proposed to increase the capital of Griffin by 600 million yuan and introduce Byd Company Limited(002594) and other strategic shareholders
Guangdong Dowstone Technology Co.Ltd(300409) ( Guangdong Dowstone Technology Co.Ltd(300409) ) announced on April 8 that the company and the employee stock ownership platform plan to increase the capital of Griffin, the operation platform of the company's carbon materials business sector, and introduce Byd Company Limited(002594) and other strategic shareholders, with a proposed capital increase of 600 million yuan. Among them, Byd Company Limited(002594) will increase the capital of Griffin by 100 million yuan through cash contribution with its own funds, and subscribe for the newly increased registered capital of Griffin by 15.6 million yuan. After the capital increase, Griffin is still a holding subsidiary within the scope of the company's consolidated statements.
Wanhua Chemical Group Co.Ltd(600309) : it is proposed to invest 23.1 billion in the integration project of high performance new materials in Penglai Industrial Park
Wanhua Chemical Group Co.Ltd(600309) ( Wanhua Chemical Group Co.Ltd(600309) ) announced on April 8 that the company plans to build high-performance new material integration and supporting projects in Wanhua Chemical Group Co.Ltd(600309) (Penglai) Industrial Park through its holding subsidiary Wanhua Chemical Group Co.Ltd(600309) (Penglai) Co., Ltd. At present, Penglai Industrial Park has completed the feasibility study project, with a planned investment of 23.1 billion yuan. The project construction funds are raised in the form of self owned funds and bank loans. The project is planned to invest 1.5 billion yuan in 2022, which has been included in the company's overall investment plan in 2022. The construction period of the project is planned from 2022 to 2025, and it is expected to be put into operation in June 2024.
Guangzhou Seagull Kitchen And Bath Products Co.Ltd(002084) : the subsidiary is recognized as a high-tech enterprise
Guangzhou Seagull Kitchen And Bath Products Co.Ltd(002084) ( Guangzhou Seagull Kitchen And Bath Products Co.Ltd(002084) ) it was announced on April 8 that the holding subsidiary Guangdong yakopolo cabinet Co., Ltd. passed the recognition of high-tech enterprise and recently received the certificate of high-tech enterprise jointly issued by Guangdong Provincial Department of science and technology, Guangdong Provincial Department of finance, State Administration of Taxation and Guangdong Provincial Taxation Bureau, which is valid for three years.
Jiangsu Aidea Pharmaceutical Co.Ltd(688488) : the actual controller plans to increase the company's shares by 10 million to 15 million yuan
Jiangsu Aidea Pharmaceutical Co.Ltd(688488) ( Jiangsu Aidea Pharmaceutical Co.Ltd(688488) ) on April 8, it was announced that Fu Heliang, one of the actual controllers, chairman and President of the company, planned to increase the shares of the company through the ways allowed by the trading system of Shanghai Stock Exchange (including but not limited to centralized bidding and block trading) within 6 months from May 5, 2022, with a total increase of no less than 10 million yuan and no more than 15 million yuan.
Cambricon Technologies Corporation Limited(688256) : it is proposed to repurchase shares with RMB 100 million to RMB 200 million
Cambricon Technologies Corporation Limited(688256) ( Cambricon Technologies Corporation Limited(688256) ) announced on April 8 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 100 million yuan, not more than 200 million yuan, and the repurchase price shall not exceed 105 yuan / share.
Jiangsu Lopal Tech.Co.Ltd(603906) : it is proposed to invest 1.9 billion yuan in the construction of lithium iron phosphate cathode material production base project
Jiangsu Lopal Tech.Co.Ltd(603906) ( Jiangsu Lopal Tech.Co.Ltd(603906) ) announced on April 8 that the company plans to sign an investment contract with Xiangcheng District People's Government of Xiangyang City to build a lithium iron phosphate cathode material production base project in Xiangcheng District of Xiangyang City, with a planned investment of 1.9 billion yuan.
Henan Yuneng Holdings Co.Ltd(001896) : it is proposed to invest 3.762 billion yuan to build the county's roof distributed photovoltaic project and establish a company
Henan Yuneng Holdings Co.Ltd(001896) ( Henan Yuneng Holdings Co.Ltd(001896) ) it was announced on April 8 that Fenghe power generation, a subsidiary of the company, plans to invest and establish four county wide roof distributed photovoltaic project companies respectively, with a total subscribed capital contribution of 193 million yuan. The company's subsidiary plans to invest in 14 roof distributed photovoltaic projects, including the distributed photovoltaic project of Moulin Rouge company in Puyang economic and Technological Development Zone, with a total installed capacity of 90200792mwp and a total investment of 3.57 billion yuan. The total investment above is 3.762 billion yuan.
