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 closed up 1.46% and the gem index rose 2.5%, with a net purchase of 9.1 billion yuan from the north
On April 12, the stock index fell back in the morning, and rose higher in the afternoon driven by wine making, securities companies and other sectors, with an increase of more than 1% and back above 3200 points; The Shenzhen composite index also rose in the afternoon, up more than 2%; The gem index rose 2.5% and returned to above 2500 points; The turnover between the two cities was nearly 920 billion yuan, and the inflow of funds from the North accelerated in the afternoon, with a net purchase of more than 9 billion yuan throughout the day.
The high-low switching of individual stocks is obvious, and the index has formed a double bottom, which may be expected to enter a new cycle
Overall, today’s index rose in the afternoon, forming a small double bottom trend on the K line. And the performance is the same as that on March 16. The tourism sector strengthened in the morning and the brokerage sector assisted in the afternoon. At the end of the trading, the funds rushed to the direction of real estate and pan infrastructure represented by Tianjin Tianbao Infrastructure Co.Ltd(000965) and the market may be expected to enter a new emotional cycle.
A-share “great counterattack”! Hotel catering, tourism and airport sectors rose by 300 billion, leading to the rise of tax-free limit
On the afternoon of April 12, A-Shares ushered in a “big counterattack”. Led by the securities and banking sectors, the market has risen in a straight line. On the disk, the consumer sector strengthened collectively. The hotel and catering sector increased the most, reaching 9.87%; The tourism sector rose 8.05%; The airport shipping sector rose 97.6%. The retail sector set off a wave of limit trading, with 16 stocks trading, and China Tourism Group Duty Free Corporation Limited(601888) (sh. China Tourism Group Duty Free Corporation Limited(601888) ), the leader of duty-free stores with a market value of 300 billion, was closed.
Dragon and tiger list: 56 million rush to raise Tianjin Realty Development (Group) Co.Ltd(600322) foreign capital net buy 3 shares, institutions net buy 15 shares
On April 12, Tianjin Realty Development (Group) Co.Ltd(600322) , with a net capital inflow of 556757 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 18.52% throughout the day. The top net inflow of funds Changjiang Securities Company Limited(000783) Shanghai Dongming Road bought 382996 million yuan. A total of 25 stocks were involved in the institutional participation in the dragon and tiger list, of which 15 were net bought by the institution, and Andon Health Co.Ltd(002432) was the most bought, with a total of 159 million yuan. In addition, 10 shares were net sold by institutions, and Cccg Real Estate Corporation Limited(000736) was sold the most, amounting to 124 million yuan.
Resumption of trading of 111 stocks up and down limit: Andon Health Co.Ltd(002432) closing Anhui Liuguo Chemical Co.Ltd(600470) , Anhui Construction Engineering Group Corporation Limited(600502) breaking Tianjin Tianbao Infrastructure Co.Ltd(000965) limit
Today (April 12), driven by financial stocks, the three indexes rose rapidly in the afternoon, rising by more than 1%. The turnover of the two cities was 916.5 billion, a decrease of 47.2 billion compared with the previous trading day. On the disk, tourism, airports, duty-free shops, ports, retail and other sectors led the increase, while real estate, glyphosate, chemical fertilizer, agriculture and other sectors led the decline. A total of 111 shares rose by the daily limit today, an increase of 48 shares compared with 63 shares in the previous trading day. Among the Shenwan level industries, social services and commercial trade led the rise of the two cities.
More than 3700 shares in the two cities were popular, with 9 shares, including Jiangsu Tianmu Lake Tourism Co.Ltd(603136) , Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) , reaching a record high
On April 12, the Shanghai stock index closed at 321333 points, up 1.46%; Shenzhen composite index closed at 1175638 points, up 2.05%; The gem index closed at 252369 points, up 2.50%. There are 136 stocks, including stock and market data, including stock and market today. According to the data, 327 individual stocks hit record lows today, including Shanghai Zhongzhou Special Alloy Materials Co.Ltd(300963) and so on
blockbuster news
Xi Jinping : the construction of Hainan National Park is “the largest of the country”
On the afternoon of November 11, Xi Jinping general secretary came to Wuzhishan area of Hainan Tropical Rain Forest National Park and walked along the wooden plank road to observe the ecological environment of the park Xi Jinping stressed that Hainan is an ecological province, and the construction of Hainan Tropical Rain Forest National Park is the top priority. We should jump out of Hainan to see this work, regard it as the “great person of the country”, fully understand its strategic significance to the country, and make unremitting efforts to do a good job in this work.
Li Keqiang’s inspection in Jiangxi: accelerating the implementation progress of policies and measures such as helping enterprises to rescue and stabilizing the macro-economic Market
From November 11 to 12, Li Keqiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, inspected Nanchang and Shangrao, Jiangxi Province. He stressed that we should take the Xi Jinping new era thought of socialism with Chinese characteristics as the guide, implement the deployment of the CPC Central Committee and the State Council, accelerate the implementation of policies and measures such as helping enterprises to relieve poverty, promote reform and opening up, effectively respond to unexpected changes in China’s external environment, stabilize employment and prices, stabilize the macro-economic market, and effectively protect people’s livelihood.
The General Administration of market supervision and Administration approved the compulsory national standards for e-cigarettes
According to the news from the State Administration of market supervision on April 12, the State Administration of market supervision and Administration (National Standardization Administration Committee) approved the mandatory national standard of electronic cigarette on April 8. It is hereby issued and will be implemented from October 1, 2022.
Ministry of Finance: take grain storage and logistics facilities as the focus of special debt support
Song Qichao, head of the budget department of the Ministry of Finance and director of the government debt research and evaluation center, said that according to the decision-making and deployment of the CPC Central Committee and the State Council, the investment of special bonds in the field remained stable in 2022, and optimized and adjusted in combination with the new situation in economic operation. In 2022, the Ministry of Finance reasonably expanded the scope of use of special bonds, mainly including three aspects: first, increase investment in areas such as benefiting people’s livelihood and solving people’s concerns. The second is to support the construction of projects to increase stamina and raise the level. Third, promote the construction of weak and strong projects.
A number of 10 billion private placement companies are negotiating to lower the product early warning line and stop loss line
At present, a number of 10 billion private placement companies in China are negotiating with custodian institutions to reduce the early warning line and stop loss line of some products. The person in charge of a 10 billion private placement revealed that the institution is currently discussing with a main channel to reduce the net value early warning line and stop loss line of related products. At present, the net value warning line and stop loss line of relevant products issued by the institution in this channel are 0.85 yuan and 0.80 yuan respectively.
The State Post Office issued a notice requiring the postal express industry to ensure smooth transportation
In April 11th, the State Post Office issued a circular calling for the conscientious implementation of the spirit of the State Council’s Circular on the joint prevention and control mechanism of New Coronavirus infection and the effective notification of the freight transport logistics. The notice made it clear that postal administration departments at all levels should take postal and express delivery as the focus of people’s livelihood, and organize the industry to resume normal operation in time on the premise of complying with local epidemic prevention policies.
Ministry of transport: scientifically and reasonably set up highway epidemic prevention checkpoints and do everything possible to ensure the normal operation of the service area
The Ministry of transport issued a notice on further coordinating the prevention and control of highway traffic epidemic and ensuring smooth traffic, requiring the scientific and reasonable establishment of highway epidemic prevention checkpoints. It is strictly prohibited to set up more than 2 (including) epidemic prevention checkpoints in the same section and direction of ordinary roads; It is strictly prohibited to set up epidemic prevention checkpoints in the main line and service area of the expressway; It is strictly prohibited to block or close expressways and ordinary highways without authorization; Simplification and “one size fits all” of prevention and control measures are strictly prohibited.
A number of banks have lowered the online transaction limit of personal accounts. There is a one-day limit of 10000 yuan! What happened?
Banking institutions are constantly strengthening the management of personal account online channels. Recently, several banks including China Everbright Bank Company Limited Co.Ltd(601818) , Shanghai Pudong Development Bank Co.Ltd(600000) , Agricultural Bank Of China Limited(601288) and others have successively issued announcements to reduce the transaction limits of online related businesses of personal accounts, including online transfer limits and online payment transaction limits
hot spot stocks
Hongta Securities Co.Ltd(601236) and other multi stock trading limit! The brokerage sector started in the afternoon, and liquor stocks also took off
Everbright Securities Company Limited(601788) pointed out that the current valuation of the securities sector deviates from the fundamentals, the valuation is at a historical low, and the repair of the undervalued financial sector under the main line of “steady growth” is still worth looking forward to. It is suggested to pay attention to two main lines: 1) for the leading securities companies with outstanding comprehensive strength and gradually increasing market share in the securities sector, Citic Securities Company Limited(600030) (a + H) is recommended; 2) In the era of wealth management, China stock market news, which has differentiated competitiveness in the field of Internet wealth management, and Gf Securities Co.Ltd(000776) , which benefits from the development of fund subsidiaries, are recommended.
The concept of “unified big market” was born Jiangsu Xinning Modern Logistics Co.Ltd(300013) 20cm limit, tourism sector is also crazy
China Merchants Securities Co.Ltd(600999) pointed out that at present, the epidemic situation in some areas is still fermenting, which is expected to be controlled by the end of April, and the follow-up travel in May is expected to be concentrated. It is suggested to pay attention to the main line of epidemic repair. After the epidemic situation in Hotel catering, it will recover faster, the pattern will improve better, the elasticity will be stronger, and the benefit of the leader will be greater; Tax exemption benefits from the relaxation of China’s tourism and the recovery of overseas passenger flow. The current valuation is at a historical low and will enter the extension cycle in the second half of the year. Recommendations: Shanghai Jin Jiang International Hotels Co.Ltd(600754) , Btg Hotels (Group) Co.Ltd(600258) , China Tourism Group Duty Free Corporation Limited(601888) .
What investment opportunities will be brought by the theme strategy of the eight securities companies: “building a national unified market”? Core mainline exposure!
Huafu Securities believes that the capital market can focus on the following two directions: first, focus on the market hard technology enterprise sector. With the release of opinions, capital and policy dividends will further gather in the field of hard technology in emerging industries. New energy, semiconductor, military and other leading enterprises deserve attention. Second, focus on leading commercial circulation enterprises and most enterprises targeting the national market. Opinions on further eliminating regional barriers and providing convenience for circulation enterprises. We can pay attention to leading enterprises in logistics, commerce and other sectors
selected announcements of listed companies
Guangdong Highsun Group Co.Ltd(000861) : the subsidiary cooperates with SDIC blue new energy to promote the implementation of new energy projects
Guangdong Highsun Group Co.Ltd(000861) ( Guangdong Highsun Group Co.Ltd(000861) ) announced on the evening of the 12th that Junying real estate, a subsidiary of the company, signed a contract with Guodian investment blue new energy. As a photovoltaic investment platform for the cooperation between the company and Guodian investment Haisheng new energy, Guodian investment blue new energy will build a distributed photovoltaic power generation project in the logistics park of Guangzhou Junying Real Estate Co., Ltd. on the roof of Junying real estate, and both parties will distribute the energy-saving benefits brought by the project, In addition, Junying real estate shares energy efficiency by enjoying electricity discount (at the same time, deducting rent). The construction scale of the project is about 14MW, with 11mw in phase I and 3MW in phase II.
Zhuzhou Crrc Times Electric Co.Ltd(688187) : CRRC times semiconductor plans to invest 462 million yuan to improve the technical capacity of silicon carbide chip production line
Zhuzhou Crrc Times Electric Co.Ltd(688187) ( Zhuzhou Crrc Times Electric Co.Ltd(688187) ) it was announced on April 12 that CRRC times semiconductor, the holding subsidiary of the company, plans to invest 462 million yuan to improve the technical capacity of silicon carbide chip production line, with a construction period of 24 months. After the completion of the project, the technical capacity of the existing planar gate SiC MOSFET chip will be improved to meet the R & D capacity of grooved gate SiC MOSFET chip, the existing 4-inch SiC chip line will be increased to 6 inches, and the annual capacity of the existing 4-inch SiC chip line will be increased from 10000 pieces / year to 25000 pieces / year of 6-inch SiC chip line.
Zhejiang Jiemei Electronic And Technology Co.Ltd(002859) : it is proposed to invest RMB 2 billion in the project of special paper tape and plastic tape for thin packaging of chip electronic components with an annual output of 175000 tons
Zhejiang Jiemei Electronic And Technology Co.Ltd(002859) ( Zhejiang Jiemei Electronic And Technology Co.Ltd(002859) ) on April 12, it was announced that Jiangxi Jiemei, a wholly-owned subsidiary of the company, and the people’s Government of Yihuang County, Fuzhou City recently signed the agreement on the intention of levying compensation for “returning to the city and entering the park”. In order to ensure the smooth transition of production and operation after Jiangxi Jiemei’s “leaving the city and entering the park”, the company signed the “investment cooperation contract for the special paper carrier belt and plastic carrier belt for thin packaging of 175000 ton chip electronic components” with the people’s Government of Yihuang County, Fuzhou City, Jiangxi Province. The total investment of the project is 2 billion yuan, which is invested in two phases.
Chongqing Construction Engineering Group Co.Ltd(600939) : signing of 1.6 billion yuan Xinfadi ASEAN International Food Industry Park project
Chongqing Construction Engineering Group Co.Ltd(600939) ( Chongqing Construction Engineering Group Co.Ltd(600939) ) on April 12, it was announced that the wholly-owned subsidiary Communications Construction Group signed the contract for bid section 4 of phase I project of Xinfadi ASEAN International Food Industrial Park, with a contract amount of 1.6 billion yuan.
Hainan Haide Capital Management Co.Ltd(000567) : signed the cooperation agreement on the development of all vanadium liquid flow energy storage battery industry
Hainan Haide Capital Management Co.Ltd(000567) ( Hainan Haide Capital Management Co.Ltd(000567) ) on April 12, it was announced that the company signed the “all vanadium liquid flow energy storage battery industry development cooperation agreement” with China vanadium energy storage and China Science and technology, and plans to jointly invest in the establishment of all vanadium liquid flow energy storage battery industry development company to promote the development of all vanadium liquid flow energy storage battery industry projects such as vanadium ore resource integration, high-purity vanadium smelting, vanadium based new material manufacturing, vanadium electrolyte production and the construction of all vanadium liquid energy storage power station. The three parties agreed to accelerate the acquisition of vanadium resources, the construction of the first 100 trillion vanadium energy storage power station in Hubei Province and the supporting 30000 ton high-purity vanadium electrolyte production line in the near future.
Guangdong Shenling Environmental Systems Co.Ltd(301018) : it is proposed to raise no more than 800 million yuan for projects such as intelligent manufacturing of intelligent temperature control equipment in the field of new infrastructure
Guangdong Shenling Environmental Systems Co.Ltd(301018) ( Guangdong Shenling Environmental Systems Co.Ltd(301018) ) announced on April 12 that the company plans to issue shares to specific objects to raise a total of no more than 800 million yuan. The net amount after deducting the issuance expenses will be used for the intelligent manufacturing project of intelligent temperature control equipment in the field of new infrastructure and the R & D and manufacturing base project of professional special environmental systems (phase II).
Ginwa Enterprise (Group) Inc(600080) : the actual controller intends to increase the holding of 8.65-17.3 million shares of the company
Ginwa Enterprise (Group) Inc(600080) ( Ginwa Enterprise (Group) Inc(600080) ) announced on April 12 that Xing boyue, the director and actual controller of the company, plans to increase the shareholding of 8.65 million to 17.3 million shares of the company within 12 months (accounting for 2.32% – 4.63% of the total share capital of the company).
Before the planned increase in shareholding, Mr. Xing boyue and his persons acting in concert held a total of 25.35% of the company’s shares.
Henan Yicheng New Energy Co.Ltd(300080) : the controlling shareholder of China Pingmei Shenma Group plans to increase its shares by 100 million yuan to 300 million yuan
Henan Yicheng New Energy Co.Ltd(300080) ( Henan Yicheng New Energy Co.Ltd(300080) ) on April 12, it was announced that the controlling shareholder of the company, China Pingmei Shenma Group, plans to increase its holdings of the company’s shares by no less than 100 million yuan and no more than 300 million yuan at a price of no more than 5 yuan / share through centralized bidding in the Shenzhen stock exchange system within 6 months from April 12, 2022.
Shandong Shida Shenghua Chemical Group Company Limite(603026) : Weipu holdings plans to increase its shareholding by 1%
Shandong Shida Shenghua Chemical Group Company Limite(603026) ( Shandong Shida Shenghua Chemical Group Company Limite(603026) ) announced on April 12 that Shandong Weipu Holding Co., Ltd. plans to increase its holdings of 2 million shares of the company through centralized bidding trading within 6 months, accounting for 1% of the total share capital of the company.
Saturday Co.Ltd(002291) : it is proposed to repurchase shares of RMB 150 million-300 million
Saturday Co.Ltd(002291) ( Saturday Co.Ltd(002291) ) announced on April 12 that the company plans to use its own funds to buy back the company’s shares in the form of centralized bidding transaction for the implementation of equity incentive plan or employee stock ownership plan. The total share repurchase fund is 150 million yuan to 300 million yuan, and the repurchase price is no more than 25 yuan / share (inclusive).
Guizhou Aviation Technical Development Co.Ltd(688239) : it is proposed to invest 1.2 billion yuan to build the precision manufacturing industrial park project of ring forgings for aeroengine and gas turbine
Guizhou Aviation Technical Development Co.Ltd(688239) ( Guizhou Aviation Technical Development Co.Ltd(688239) ) on April 12, it was announced that the company and the Management Committee of Guiyang National High tech Industrial Development Zone planned to sign the investment agreement for the project of precision manufacturing industrial park of ring forgings for aeroengine and gas turbine, and invest 1.2 billion yuan to build the “precision manufacturing industrial Park project of ring forgings for aeroengine and gas turbine”. The project plans to complete the construction of the main plant and supporting facilities within 18 months from the date of obtaining the construction license, and start trial production within 33 months.
Sanan Optoelectronics Co.Ltd(600703) : it is proposed to repurchase shares of RMB 500 million to RMB 800 million
Sanan Optoelectronics Co.Ltd(600703) ( Sanan Optoelectronics Co.Ltd(600703) ) announced on April 12 that the company plans to buy back the company’s shares by 500 million yuan to 800 million yuan at a price not exceeding 30 yuan / share. The shares repurchased this time are planned to be used in the company’s employee stock ownership plan or equity incentive plan.
Tianma Microelectronics Co.Ltd(000050) : the subsidiary plans to jointly invest 33 billion yuan with the partner to build the 8th.6th generation new display panel production line project
Tianma Microelectronics Co.Ltd(000050) ( Tianma Microelectronics Co.Ltd(000050) ) announced on April 12 that the company plans to establish a joint venture project company in Xiamen through its wholly-owned subsidiary Xiamen Tianma and its partners ITC holdings, rail group and Jinyuan Industry to build a one-month processing line of 2250mm × The 8th.6th generation new display panel production line project with 12 Fiyta Precision Technology Co.Ltd(000026) 00mm glass substrates has a total investment of 33 billion yuan. Xiamen Tianma invested 19.87 billion yuan in the joint venture project, of which Tianma held 19.87 billion yuan of registered capital.
