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 the logistics sector bucked the market to lift the rising tide
On April 13, the stock index fluctuated weakly in the morning, once rose and turned red in the afternoon, and then fell again; The Shenzhen Composite Index and the gem index fell by more than 1.5% and the gem index fell by more than 2%; The turnover of the two cities shrank again, with a full day turnover of less than 900 billion yuan, and a small net outflow of funds from the north.
The market performance is chaotic, and the amplitude of many main board stocks exceeds 15%
On the whole, the market performance was chaotic. Today, there were a number of stocks with huge shocks, such as Xinjiang Guotong Pipeline Co.Ltd(002205) , Beijing Qianjing Landscape Co.Ltd(603778) , Cccg Real Estate Corporation Limited(000736) , Sanjiang Shopping Club Co.Ltd(601116) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Chengda pharmaceutical and so on. The ice and warm point of market sentiment has been rotten by the market, and funds have begun to anticipate in advance, resulting in more and more extreme intraday performance. There are hot spots or emotional turning points, that is, crazy top-down board, and there is no mercy in case of rush.
Shock city! Gem index fell more than 2% “coal flying color dance” reappeared. Where are the A-share investment opportunities?
Shock city! On Wednesday (April 13), the three major A-share indexes continued to fluctuate. In terms of hot spots, the warehousing and logistics sector continues to strengthen, and the “coal flying color dance” market has attracted much attention. How should the A-share market respond to the shock? What are the investment opportunities? For the future, the industry generally said that the current market is still in the stage of shock grinding and repair.
Dragon and tiger list: 167 million rush to raise Xinjiang Communications Construction Group Co.Ltd(002941) foreign capital net buy 6 shares, institutions net buy 12 shares
On April 13, Xinjiang Communications Construction Group Co.Ltd(002941) , with a net capital inflow of 167 million yuan, was the largest among the dragon and tiger stocks on the list. Data show that the stock closed at the daily limit, with a turnover rate of 11.69% throughout the day. The net inflow of funds into the top Shenzhen Stock connect seats was 129 million yuan, and CICC Shanghai Branch was 36.534 million yuan. A total of 26 stocks were involved in the institutional participation list, of which 12 were net bought by the institution, Andon Health Co.Ltd(002432) was the most bought, with a net purchase of 150 million yuan in three days.
Resumption of trading of 60 stocks with daily limit: Andon Health Co.Ltd(002432) connected to the board Tianjin Tianbao Infrastructure Co.Ltd(000965) 2 falling limit Xinjiang Guotong Pipeline Co.Ltd(002205) fried the board
Today (April 13), the market opened lower all day and then surged higher and fell, led by the gem index. The turnover of the two cities today was 873.4 billion, a decrease of 43.1 billion compared with the previous trading day. On the disk, logistics, coal, non-ferrous metals, oil and gas exploitation and other sectors led the rise, while digital currency, prefabricated buildings, cloud games, tourism and other sectors led the decline. Today, a total of 60 shares rose by the limit, 51 shares less than the limit of 111 shares on the previous trading day. Among the Shenwan level industries, coal and nonferrous metals led the rise in the two cities.
The Shanghai stock index fell 0.83%, and eight stocks including China Mobile and Zhejiang Ausun Pharmaceutical Co.Ltd(603229) hit record highs
On April 13, the index fell by 310.82% to close at 310.83%; Shenzhen composite index closed at 1156817 points, down 1.60%; The gem index closed at 246684 points, down 2.25%. According to the data of China stock market news choice, the intraday share prices of eight stocks hit record highs today, including China Mobile, Jiangsu Tianmu Lake Tourism Co.Ltd(603136) , Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) , Zhejiang Ausun Pharmaceutical Co.Ltd(603229) , etc. According to the data, the intraday share prices of 156 stocks hit a record low today, including Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) and so on
blockbuster news
Xi Jinping investigation in Hainan: accelerating the construction of a free trade port with Chinese characteristics with world influence
Xi Jinping during his inspection in Hainan, he emphasized emancipating the mind, pioneering and innovating, working in unity, overcoming difficulties and accelerating the construction of a free trade port with Chinese characteristics with world influence.
National Standing Committee: timely use of reserve requirement reduction and other monetary policy tools to reduce comprehensive financing costs
The national standing committee meeting held today pointed out that in view of the changes in the current situation, we should encourage large banks with high provision level to reduce the provision rate in an orderly manner, timely use the RRR reduction and other monetary policy tools, further strengthen the financial support to the real economy, especially industries seriously affected by the epidemic, small, medium and micro enterprises, and individual industrial and commercial households, make reasonable profits to the real economy and reduce the comprehensive financing cost.
Ministry of industry and information technology: continuously improve the construction of national industrial Internet big data center
The Ministry of industry and information technology issued the 2022 work plan of the industrial Internet special working group, which will continue to improve the construction of the national industrial Internet big data center and comprehensively promote the construction of regional and industrial sub centers. Specific measures include accelerating the construction of 5g full connection factory. Support industrial enterprises to comprehensively use edge computing and other technologies to improve the networking level of all links of production. We will continue to build a private Internet platform system for the energy industry. Based on the private network platform, strengthen the convergence of economic and consumption indicators in the energy industry.
CBRC: no document has been issued to reduce the limit of individual online transactions
Recently, the news about “several banks reducing the online trading limit of personal accounts” has attracted extensive attention. The reporter of rule of law daily consulted the relevant person in charge of the CBRC and got a reply that the CBRC did not issue special documents.
Three Association initiatives: resolutely curb the tendency of NFT financialization and securitization
Practice the concept of science and technology for the good, reasonably select application scenarios, standardize the application of blockchain technology, and give full play to the positive role of NFT in promoting industrial digitization and digital industrialization. Ensure that the value of NFT products is fully supported, guide consumers to consume rationally, and prevent falsely high prices from deviating from the basic law of value. Protect the intellectual property rights of bottom commodities and support genuine digital cultural and creative works.
The business management department of the central bank handled the first batch of special rediscount services for energy supply and maintenance to stabilize the market and ensure people’s livelihood
The business management department of the people’s Bank of China will guide the financial institutions under its jurisdiction to earnestly implement the decisions and arrangements of the CPC Central Committee and the State Council, so as to provide strong financial guarantee and support for China’s energy transformation; Give full play to the role of monetary policy tools in driving and leveraging credit in key areas and weak links, and serve the work of stabilizing the market and ensuring people’s livelihood.
Guangdong: by 2025, the operating revenue of the province’s new energy industry will reach 730 billion yuan
The general office of Guangdong Provincial People’s government issued the “14th five year plan” for energy development in Guangdong Province, which puts forward that the main objectives in 2025 are: the comprehensive energy production capacity will reach more than 100 million tons of standard coal, the total installed power capacity in the province will reach 238 million KW, the maximum power transmission capacity of West to East power transmission will reach 45 million kW (transmission end), and the natural gas supply capacity will reach 80 billion m3 / year. We will promote the development of energy industry clusters, vigorously develop advanced nuclear energy, offshore wind power, Cecep Solar Energy Co.Ltd(000591) and other advantageous industries, accelerate the cultivation of emerging industries such as hydrogen energy, energy storage and smart energy, and build new energy industry clusters with differentiated layout.
By 2025, the operating revenue of the new energy industry in the province will reach 730 billion yuan, forming China’s leading new energy industry cluster.
Ministry of agriculture and rural areas: maintain the order of agricultural production and circulation, and make every effort to do a good job in spring farming production and the supply of “vegetable basket” products
Tang Renjian, Secretary of the Party group and Minister of the Ministry of agriculture and rural areas, presided over a special meeting of the Ministry’s leaders yesterday to analyze and judge the impact of covid-19 pneumonia on spring farming production and the supply of “vegetable basket” products, study and propose countermeasures, deploy and arrange relevant work. The meeting stressed the need to coordinate the epidemic prevention and control and spring farming production, find ways to get through the blocking points such as farmers going to the field and agricultural materials to the village, promote the orderly development of spring management and spring sowing, strengthen the production and supply of “vegetable basket” products, organize the supply of fresh Shenzhen Agricultural Products Group Co.Ltd(000061) in areas with serious epidemic, and ensure the stability of market supply
hot spot stocks
Logistics stocks rise again! Policies continue to benefit the post epidemic demand or rebound, and pay attention to the relevant beneficiary targets of the industrial chain
Anxin Securities pointed out that due to the impact of the epidemic in the short term, pessimism was fully released. We generally believe that the worst impact has passed and the inflection point of the industry will appear. For Tongda system, the single ticket profit of each company remains at a high level, the demand recovery is optimistic in the future, and the leading performance continues to improve; For SF, short-term operation adjustment is in place, superimposed with strict cost control, the company’s performance continues to improve, medium and long-term benefit effectiveness, international and other diversified business layout, with growth and high allocation value. A shares mainly recommend S.F.Holding Co.Ltd(002352) , Yto Express Group Co.Ltd(600233) , Yunda Holding Co.Ltd(002120) , and American stocks are optimistic about China Express.
“Coal flying color dance steel splash” market returns! Baijiu sector again strong Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) 5 days 4 board
Huachang Securities pointed out that Baijiu Q1 index outstanding indicators, channel performance is healthy, strong performance support, despite the short-term focus of the market is Moutai’s price decline on the demand boom and channel confidence, but the leading line of the long line value space has emerged, Moutai report acceleration, certainty scarcity, product line more abundant, and mutual trust with the capital market to enhance, for the first choice.
Theme strategy of eight securities companies: resurgence of waves in the international coal market! Coal stock valuation in the “friction on the floor”?
Changjiang Securities Company Limited(000783) believes that at this stage, the spot price of coking coal and the sustainability of the performance of key listed companies in the coking coal sector have three supports: 1) demand is expected to continue to recover under the background of “steady growth” superimposed with “moderately advanced infrastructure investment”; 2) Australian coal imports are short-term or difficult to liberalize, the import volume of Outer Mongolia is greatly affected by the epidemic, and the current situation of overseas imports is weak or difficult to improve; 3) Recently, Shanxi and Shandong provinces have carried out coal mine safety supervision actions, and it may be difficult for China’s coking coal supply to increase in the short term. Under the triple support, the high performance of key listed companies in the sector is expected to continue, corresponding to the current valuation may still be underestimated
selected announcements of listed companies
Livzon Pharmaceutical Group Inc(000513) : Li Zhu reagent New Coronavirus antigen detection kit (latex method) approved for listing
Livzon Pharmaceutical Group Inc(000513) ( Livzon Pharmaceutical Group Inc(000513) ) announced in April 13th that the New Coronavirus (2019-nCoV) antigen detection kit (latex method), which was independently developed by Affiliated Companies Zhuhai Li Zhu reagent Limited by Share Ltd, was approved and registered by the State Drug Administration.
Yinbang Clad Material Co.Ltd(300337) : signed about 2 billion yuan commercial contract with Valeo group
Yinbang Clad Material Co.Ltd(300337) ( Yinbang Clad Material Co.Ltd(300337) ) on April 13, it was announced that the company signed a commercial contract with Valeo group, and the company will supply aluminum alloy composite and non composite materials to Valeo group and its subsidiaries or their designated supporting companies. The contract amount is expected to be about 2 billion yuan (excluding tax), accounting for 62.60% of the company’s operating revenue in the latest audited fiscal year (2021). The smooth performance of the contract will increase the company’s operating revenue and operating profit from 2022 to 2024.
Suzhou Harmontronics Automation Technology Co.Ltd(688022) : sign a framework contract for the sales of 679 million yuan power station equipment
Suzhou Harmontronics Automation Technology Co.Ltd(688022) ( Suzhou Harmontronics Automation Technology Co.Ltd(688022) ) on April 13, it was announced that Suzhou zhenneng Energy Technology Co., Ltd. planned to purchase commercial vehicle and passenger vehicle power station equipment from the company, with a purchase amount of 679 million yuan (including tax).
Shanghai Sheng Jian Environment Technology Co.Ltd(603324) : it is proposed to repurchase shares with RMB 50 million-100 million
Shanghai Sheng Jian Environment Technology Co.Ltd(603324) ( Shanghai Sheng Jian Environment Technology Co.Ltd(603324) ) on April 13, it was announced that it was planned to repurchase shares with 50-100 million yuan, and the repurchase price would not exceed 58.45 yuan / share. The shares to be repurchased will be used in the employee stock ownership plan.
Gl Tech Co.Ltd(300480) : the actual controller intends to increase the holding of shares of the company by 30-60 million yuan
Gl Tech Co.Ltd(300480) ( Gl Tech Co.Ltd(300480) ) announced on April 13 that the company received a notification letter from Zhao Tongyu, the controlling shareholder and actual controller of the company. Zhao Tongyu plans to increase the holding of shares of the company at a price of no more than 35 yuan / share within 6 months from April 14, 2022, with an amount of no less than 30 million yuan and no more than 60 million yuan. Meanwhile, Zhao Tongyu, Li Zuqing and Cao Wei voluntarily promised not to reduce their shares in the company in any way within 6 months from April 14, 2022.
Tcl Technology Group Corporation(000100) : subsidiaries increase Tianjin Zhonghuan Semiconductor Co.Ltd(002129) 1.08% shares
Tcl Technology Group Corporation(000100) ( Tcl Technology Group Corporation(000100) ) announced on April 13 that Tcl Technology Group Corporation(000100) group (Tianjin) Co., Ltd., a wholly-owned subsidiary of the company, increased its shareholding of 350267 million Tianjin Zhonghuan Semiconductor Co.Ltd(002129) through the trading system of Shenzhen stock exchange through centralized bidding from January 11 to April 12, 2022, accounting for 1.08% of its total share capital. After the completion of the increase, the company holds a total of 939 million Tianjin Zhonghuan Semiconductor Co.Ltd(002129) shares, accounting for 29.05% of its total share capital.
Xinjiang Goldwind Science And Technology Co.Ltd(002202) : it is proposed to invest 18.8 billion yuan in the construction of Wenzhou offshore wind power industry base and other projects
Xinjiang Goldwind Science And Technology Co.Ltd(002202) ( Xinjiang Goldwind Science And Technology Co.Ltd(002202) ) announced on April 13 that the company had established a strategic partnership with Wenzhou municipal government and signed the strategic cooperation framework agreement. The company signed the project investment agreement with the Management Committee of Wenzhou oujiangkou industrial agglomeration zone on matters related to the landing of Xinjiang Goldwind Science And Technology Co.Ltd(002202) Wenzhou far-reaching offshore wind power zero carbon headquarters base and other projects in oujiangkou, and signed the project investment cooperation agreement with Wenzhou Dongtou district government on matters related to building an internationally leading far-reaching offshore equipment manufacturing and service industrial cluster. According to the above agreement, the total investment of the company and other enterprises is about 18.8 billion yuan.
Hengtong Logistic Co.Ltd(603223) : the person acting in concert by the controlling shareholder intends to increase the holding of shares of RMB 300 million to RMB 600 million
Hengtong Logistic Co.Ltd(603223) ( Hengtong Logistic Co.Ltd(603223) ) on April 13, it was announced that the concerted action of the controlling shareholder Nanshan Group was Renren Shaan Guotou.
Jinyu No. 61 securities investment collective fund trust plan plans to increase its holdings by 300 million yuan to 600 million yuan within six months.
Suzhou New Sea Union Telecom Technology Co.Ltd(002089) : proposed to invest 20.8 billion yuan with China Electric Power Corporation to build projects such as photovoltaic cells
Suzhou New Sea Union Telecom Technology Co.Ltd(002089) ( Suzhou New Sea Union Telecom Technology Co.Ltd(002089) ) on April 13, it was announced that the company, Hangjinqi people’s government and China Electric Power Corporation signed the investment framework agreement of China energy construction Hangjinqi new energy “manufacturing + power generation” integration project on the development of photovoltaic new energy projects. The company and China Electric Power Corporation plan to invest in the construction of 1GW photovoltaic cell + 1GW photovoltaic module manufacturing and 2gw wind power + 1GW photovoltaic power generation and supporting energy storage projects in Hangjinqi. The total investment of the project is expected to be about 20.8 billion yuan, and the construction will be completed within five years.
Tongling Nonferrous Metals Group Co.Ltd(000630) : Jinguan copper branch signed a project investment agreement of RMB 2 billion
Tongling Nonferrous Metals Group Co.Ltd(000630) ( Tongling Nonferrous Metals Group Co.Ltd(000630) ) on April 13, it was announced that Jinguan copper branch signed the investment agreement for 80000 tons of cathode copper project and double flash energy conservation and environmental protection upgrading project of Austrian furnace electrolysis with Tongling Municipal People’s government and Tongling Economic and Technological Development Zone Management Committee, with a total investment of 2 billion yuan; Tongling Copper foil, a subsidiary of the company, signed the investment agreement and supplementary agreement for the electronic copper foil project with an annual output of 20000 tons with Tongling Municipal People’s government and the Management Committee of Tongling Economic and Technological Development Zone, with a total investment of about 1.7 billion yuan.
