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 fell 2.61% and the gem index fell 4.2%, setting a new low during the year, with a net sale of nearly 6 billion funds from the north
On April 11, the three major stock indexes opened low and went down sharply. The Shanghai index fell more than 2.5% and fell to 3200 points, the Shenzhen composite index fell more than 3.5%, and the gem index fell more than 4% and fell to 2500 points, setting a new low in the year. The turnover of the two cities exceeded 950 billion yuan, and the net outflow of funds from the North was nearly 6 billion yuan.
The lethality of ebb tide is very strong. Nearly 100 stocks fell by more than 9%, and there may be a second freezing point tomorrow
The logistics sector set off a wave of limit trading, Fujian Dongbai (Group) Co.Ltd(600693) , Guanghui Logistics Co.Ltd(600603) , Jiangsu Xinning Modern Logistics Co.Ltd(300013) , Jiangsu Feiliks International Logistics Inc(300240) , China Railway Materials Company Limited(000927) , Xinjiang Tianshun Supply Chain Co.Ltd(002800) , Cmst Development Co.Ltd(600787) , China Railway Special Cargo Logistics Co.Ltd(001213) . The real estate sector experienced a decline in the limit, and more than 20 stocks such as China Fortune Land Development Co.Ltd(600340) , Cinda Real Estate Co.Ltd(600657) , China Wuyi Co.Ltd(000797) , Chongqingyukaifaco.Ltd(000514) , etc. fell by the limit. This wave has great lethality, and the strongest effect of losing money is Tianjin Hi-Tech Development Co.Ltd(600082) . After six consecutive boards, it fell by the limit and walked out of the a-word kill.
The gem index fell by more than 4%, and the new low seed industry sector soared by nearly 8% against the market. What should we do in the future due to the decline of A-Shares caused by five factors?
Pudie! On Monday (April 11), the three major A-share indexes fell across the board, the Shanghai index fell below 3200 points, and the gem index once fell below the new low of the year, down more than 4%. Industry analysts believe that the recent decline in the market is mainly due to five factors. How to go in the future market of a shares? Where are the investment opportunities? For the trend of a shares, institutions generally said that the market will continue to shake and consolidate, and it is suggested to select stocks around the certainty of performance.
Dragon and tiger list: 819 million yuan rush to raise Hengli Petrochemical Co.Ltd(600346) foreign capital net buy 2 shares, institutions net buy 8 shares
On April 11, Hengli Petrochemical Co.Ltd(600346) , amounting to 819 million yuan, was the largest net capital inflow among the dragon and tiger stocks on the list. Data show that the stock rose 3.42% during the day and the turnover rate throughout the day was 0.96%. The top net inflow of funds was China Galaxy Securities Co.Ltd(601881) securities, which bought 782 million yuan. A total of 26 shares were involved in the institutional participation in the dragon and tiger list, of which 8 shares were net bought by the institution, and Xinjiang Xuefeng Sci-Tech (Group) Co.Ltd(603227) was the most bought, amounting to 44.923 million yuan. In addition, 18 shares were net sold by institutions, and Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) was the most sold, with a net sale of 166 million yuan in three days.
Resumption of trading of 63 shares limited: Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) fried board Anhui Liuguo Chemical Co.Ltd(600470) 2 board Zhongnongfa Seed Industry Group Co.Ltd(600313) reverse package
Today (April 11), the three major indexes were lower, and the gem index hit a new low in the year. The turnover of the two cities was 963.7 billion, up from 37.3 billion in the previous trading day. On the disk, planting and forestry, logistics, prefabricated vegetables, aquaculture and other sectors led the increase, while salt lake lithium extraction, automobile chips, rental and sale rights, digital currency and other sectors led the decline. A total of 63 shares rose by the daily limit today, 19 shares less than the 82 share limit of the previous trading day. Among the Shenwan level industries, only agriculture, forestry, fishery and animal husbandry led the rise in the two cities.
Gem index fell more than 4% Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Shaanxi Coal Industry Company Limited(601225) and other six stocks hit a record high
On April 11, the Shanghai stock index closed at 316713 points, down 2.61%; Shenzhen composite index closed at 1152021 points, down 3.67%; The gem index closed at 246204 points, down 4.20%. According to the data of China stock market news choice, the intraday share prices of six stocks hit record highs today, including Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , China Mobile, Shaanxi Coal Industry Company Limited(601225) , etc. According to the data, the intraday share prices of 357 stocks hit a record low today, including Shanghai Zhongzhou Special Alloy Materials Co.Ltd(300963) and so on
blockbuster news
Li Keqiang: we will study and take more vigorous policy measures as needed
On November 11, 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 for the main heads of some local governments on the economic situation in Jiangxi. Li Keqiang pointed out that we should enhance the sense of urgency, pay close attention to the implementation of the spirit of the central economic work conference and the measures of the government work report, and the implementation of policies such as tax rebate, tax reduction and fee reduction, financial support for the real economy, issuance and use of special bonds, commencement of construction of key projects and support for enterprises to stabilize their posts should be arranged and accelerated. In the first half of the year, we should implement them in a large way to form more physical workload.
Joint prevention and control mechanism of the State Council: it is not allowed to shut down high-speed service areas, ports and docks, railway stations and airports without authorization
The State Council should issue a notice on New Coronavirus's infectious disease prevention and control mechanism to ensure that freight transport logistics is ensured. All regions and relevant departments should quickly start the working mechanism of three-level dispatching of ministries, provinces and stations, Road police linkage and regional coordination, strengthen road network monitoring and dispatching, and timely solve the problems of road network blocking and blocking, so as to ensure the smooth flow of traffic trunk lines. It is strictly prohibited to block or close expressways, ordinary highways, navigation channels and ship locks without authorization. It is not allowed to shut down the expressway service area, port terminals, railway stations and airports without authorization, or stop the crew change of ships on international navigation without authorization.
The three departments jointly issued a notice on further supporting the healthy development of listed companies
The notice requires to improve the institutional mechanisms conducive to the participation of long-term institutional investors in the capital market, encourage and support social security, pension, trust, insurance and financial institutions to allocate more funds to equity assets, and increase capital market investment, especially the stock investment of high-quality listed companies. Encourage listed companies to repurchase shares for equity incentive and employee stock ownership plans. Support eligible listed companies to repurchase in order to stabilize the share price. Support listed companies to raise funds and implement share repurchase through issuing preferred shares, bonds and other channels according to law.
Exceeding market expectations: New RMB loans and social finance reached a record high in the first quarter
Banks have a strong willingness to lend. In the first quarter, the scale of new RMB loans and social financing both hit quarterly highs. The latest data released by the people's Bank of China on April 11 showed that RMB loans increased by 8.34 trillion yuan in the first quarter, an increase of 663.6 billion yuan year-on-year, the highest new loans in a single quarter since records began. In the first three months of this year, RMB loans increased by 3.98 trillion yuan, 1.23 trillion yuan and 3.13 trillion yuan respectively.
Ministry of culture and Tourism: further adjust the policies related to the temporary refund of tourism service quality deposit
The general office of the Ministry of culture and tourism issued the notice on further adjusting the policies related to the withdrawal of tourism service quality deposit.
The notice pointed out that since 2022, the covid-19 pneumonia epidemic situation has been complex and severe, causing a serious impact on the travel agency industry. In order to implement the decisions and arrangements of the CPC Central Committee and the State Council, do a good job in the "six stability" work, implement the "six guarantees" task, further make good use of the deposit policy of tourism service quality, and support the relief and development of the travel agency industry, the Ministry of culture and tourism has decided that travel agencies can withdraw the deposit in full or postpone payment, and the time limit for making up the deposit is extended to March 31, 2023.
The domestic game version number is restarted and issued after an interval of 8 months
Domestic game titles have been restarted since their issuance was suspended in July last year. According to the documents learned from relevant people, a number of game titles have been approved by the State Press and Publication Administration on April 8. This round of approved Games includes Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) the dream of navigation, the party star of heart company, the tower hunter of thunder network, a subsidiary of G-Bits Network Technology(Xiamen)Co.Ltd(603444) and so on. For the authenticity of the above version number approved, the reporter obtained confirmation from relevant companies.
Big news from the property market! During the year, 60 cities issued new real estate policies
Two more cities have joined the ranks of relaxing regulation of the property market. On April 11, Suzhou will begin to adjust the sales restriction policy, and the sales restriction of second-hand houses will be changed from five years to three years. In addition, Ziyang, Sichuan will also adjust the housing provident fund policy. The maximum loan amount of provident fund is 700000 yuan, and the minimum down payment ratio of the first house is 20%. In order to boost confidence in the property market, more than 60 cities issued new real estate policies during the year, mainly involving targeted relaxation of purchase restriction policies, reduction of down payment ratio, issuance of house purchase subsidies, reduction of mortgage interest rate, cancellation of sales restrictions, provision of financial support for real estate enterprises, etc. the overall policy relaxation has been strengthened and accelerated
hot spot stocks
Hainan Shennong Technology Co.Ltd(300189) "20cm long legs"! Seed stocks rose against the market, and 16 shares in the logistics sector rose by the limit! Chase?
Citic Securities Company Limited(600030) mentioned that the current seed production season is approaching, and the industrialization measures of relevant biological breeding may accelerate the implementation. It is suggested to pay attention to the grain planting sector, and recommend high-quality planting enterprises mainly engaged in rice and wheat Jiangsu Provincial Agricultural Reclamation And Development Co.Ltd(601952) . It is suggested to pay attention to the seed industry sector and recommend Beijing Dabeinong Technology Group Co.Ltd(002385) , which has the leading advantage of biological breeding industrialization, and Shandong Denghai Seeds Co.Ltd(002041) , which has high-quality germplasm resources and variety resources.
China Wuyi Co.Ltd(000797) falling limit, the real estate sector fell sharply! Chemical fertilizer sector has strengthened Anhui Liuguo Chemical Co.Ltd(600470) 2 connecting sector
The analysis points out that the continuous rise in the price of chemical fertilizer has driven the strength of phosphate fertilizer, phosphate chemical industry and other related sectors. Shengang Securities believes that the prosperity of the chemical fertilizer industry is expected to continue. On the one hand, the policy strictly controls the new production capacity, resulting in the rise of raw material prices and strong cost support; On the other hand, the intensification of the conflict between Russia and Ukraine has a great impact on the global fertilizer supply, and the medium and long-term supply and demand is expected to continue the tight pattern.
Eight major brokerage theme strategies: the rise of seed industry and breeding sector! The spring of "second elder martial brother" is coming? "Four Golden pigs" are underestimated
The Pacific Securities Co.Ltd(601099) Securities said that pig prices have stopped falling and rising recently, and the cyclical inflection point has become clearer. At present, the high food price makes it difficult for the breeding cost to stay high, superimposed with the low pig price, the pig industry is still in the stage of substantial loss, and the capacity removal will continue. Maintain the judgment that the capacity removal of the industry has accelerated in the near future and the cyclical reversal of pig price is imminent. In terms of valuation, the market value of most individual stocks is still below the reasonable value, with a good margin of safety, maintaining the "optimistic" rating of the sector. Four gold pigs that have been significantly underestimated are highly recommended, and four golden pigs that have been significantly underestimated, with the Muyuan Foods Co.Ltd(002714) \
selected announcements of listed companies
Wuxi Double Elephant Micro Fibre Material Co.Ltd(002395) : trial production of super fiber materials and polyurethane synthetic leather manufacturing projects of subsidiaries
Wuxi Double Elephant Micro Fibre Material Co.Ltd(002395) ( Wuxi Double Elephant Micro Fibre Material Co.Ltd(002395) ) on April 11, it was announced that the "30 million M / a super fiber material and polyurethane synthetic leather, 45000 T / a polyurethane resin manufacturing project (phase I)" implemented by Chongqing shuangxiang super fiber material Co., Ltd., a wholly-owned subsidiary of the company, officially entered the trial production stage. At present, the company's Wuxi factory has stopped production, and the trial production of the project will effectively connect the company's product business.
Shan Dong Lubei Chemcal Co.Ltd(600727) : 60000t / a chlorinated titanium dioxide project put into operation
Shan Dong Lubei Chemcal Co.Ltd(600727) ( Shan Dong Lubei Chemcal Co.Ltd(600727) ) on April 11, it was announced that the 60000 T / a chlorinated titanium dioxide project invested and constructed by the wholly-owned subsidiary Shandong Xianghai Titanium Resources Technology Co., Ltd. has been officially put into operation, and the company's titanium dioxide production capacity has been increased to more than 260000 T / A.
Muyuan Foods Co.Ltd(002714) : proposed joint venture to build Nanyang production base
Muyuan Foods Co.Ltd(002714) ( Muyuan Foods Co.Ltd(002714) ) on April 11, it was announced that the company planned to establish a joint venture with China Animal Husbandry Industry Co.Ltd(600195) , zhongmuyuan and zhongmuyuan, and zhongmuyuan invested in the construction of Nanyang production base project, mainly engaged in veterinary drug production, veterinary drug management, veterinary drug R & D and technical consulting services. The registered capital of Zhongmu was 120 million yuan, and the company invested 57.6 million yuan in cash, accounting for 48.0% of the registered capital. The construction investment of Nanyang production base project is 471 million yuan. The project construction fund is solved by the registered fund of Zhongmu, and the insufficient part is solved by the self raised fund of Zhongmu. After the project is completed, it will have a positive impact on the company's veterinary chemical business.
Shandong Intco Recycling Resources Co.Ltd(688087) : it is proposed to invest 800 million yuan to build a 100000 t / a multi category plastic bottle high-quality regeneration project
Shandong Intco Recycling Resources Co.Ltd(688087) ( Shandong Intco Recycling Resources Co.Ltd(688087) ) announced on April 11 that it is planned to take Yingke Malaysia as the main body of the project to invest in the construction of 100000 t / a high-quality recycling project of multi category plastic bottles in Huangguan City, Wanjin City, Guala Lengyue County, Malaysia. The total investment is about 800 million yuan, and the construction period of the project is 3 years.
Luxshare Precision Industry Co.Ltd(002475) : Wang Laisheng, one of the actual controllers and vice chairman, plans to increase his holdings by RMB 200 million to RMB 400 million
Luxshare Precision Industry Co.Ltd(002475) ( Luxshare Precision Industry Co.Ltd(002475) ) on April 11, it was announced that Wang Laisheng, one of the actual controllers and vice chairman of the company, planned to increase his holdings by 200 million yuan to 400 million yuan.
He Bei Cheng De Lolo Company Limited(000848) : it is proposed to repurchase shares with RMB 200 million to RMB 400 million
He Bei Cheng De Lolo Company Limited(000848) ( He Bei Cheng De Lolo Company Limited(000848) ) on April 11, it was announced that the company planned to use its own funds of 200 million yuan to 400 million yuan to buy back shares in the form of centralized bidding transaction for cancellation and reduction of registered capital. The repurchase price shall not exceed 13.30 yuan / share.
Suwen Electric Energy Technology Co.Ltd(300982) : it is proposed to raise no more than 1.39 billion yuan for the construction of intelligent electrical equipment production base and other projects
Suwen Electric Energy Technology Co.Ltd(300982) ( Suwen Electric Energy Technology Co.Ltd(300982) ) announced on April 11 that the company plans to issue shares to specific objects, and the total amount of funds to be raised is no more than 1.39 billion yuan. The net amount of funds raised after deducting the issuance expenses will be used for the construction of intelligent electrical equipment production base, power electronic equipment and energy storage technology research and development center and supplementary working capital.
Xinyangfeng Agricultural Technology Co.Ltd(000902) : the subsidiary plans to invest 6 billion yuan to build a comprehensive utilization project of phosphorus chemical industry and phosphorus ore associated fluorosilicone resources
Xinyangfeng Agricultural Technology Co.Ltd(000902) ( Xinyangfeng Agricultural Technology Co.Ltd(000902) ) on April 11, it was announced that Yangfeng Chuyuan New Energy Technology Co., Ltd., a wholly-owned subsidiary of the company, plans to invest in the construction of phosphorus chemical industry and comprehensive utilization of phosphorus ore associated fluorosilicone resources in Ruichang City, Jiangxi Province. The total planned investment of the project is 6 billion yuan, and the source of funds is the company's own funds.
Shanghai Kaibao Pharmaceutical Co.Ltd(300039) : Tanreqing injection and compound Danshen tablets are proposed to be selected from Guangdong alliance Qingkailing and other Chinese patent medicines
Shanghai Kaibao Pharmaceutical Co.Ltd(300039) ( Shanghai Kaibao Pharmaceutical Co.Ltd(300039) ) it was announced on April 11 that recently, the company and its wholly-owned subsidiary Xinyi Pharmaceutical Co., Ltd. participated in the bidding for centralized procurement of Chinese patent medicines such as Guangdong alliance Qingkailing. According to the notice issued by Guangdong Pharmaceutical Trading Center, the company's products Tanreqing injection and Xinyi pharmaceutical products Compound Danshen tablets are the proposed winners.
Suzhou New Sea Union Telecom Technology Co.Ltd(002089) : joint stock subsidiary signs new energy vehicle purchase and sales cooperation agreement with Yingling automobile
Suzhou New Sea Union Telecom Technology Co.Ltd(002089) ( Suzhou New Sea Union Telecom Technology Co.Ltd(002089) ) on April 11, it was announced that Shaanxi Tongjia Automobile Co., Ltd., a joint-stock subsidiary, and Xiamen Yingling Automobile Manufacturing Co., Ltd. signed a new energy vehicle purchase and sales cooperation agreement to reach cooperation on matters related to Yingling automobile's purchase of van type cold chain logistics vehicles and series models from Shaanxi Tongjia. The planned number of vehicles to be collected in 2022 and 2023 is no less than 10000.
