Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors' reference
The trend of the three major A-share indexes is divided: the Shanghai index rose by more than 1%, and the coal and wine sector rose sharply
On April 14, the stock index maintained a strong shock trend in the session, and rose again by more than 1% in the afternoon; The Shenzhen composite index also rose, rising nearly 2% in the afternoon; Gem refers to the intraday rise and fall, and turn green near the end of the day; The turnover of the two cities remained low, with a full day turnover of about 870 billion yuan.
Is the spring of Baima technology's joint development of institutional stocks coming back?
The three major indexes were divided throughout the day. The Shanghai Stock Exchange and Shenzhen Stock Exchange Index strengthened and rose sharply, and the gem index fell slightly. On the disk, the coal sector rose sharply and Anyuan Coal Industry Group Co.Ltd(600397) 2 connected to the board. Covid-19 testing sector rose sharply, and the share price of Andon Health Co.Ltd(002432) 3 Lianban hit a record high. The real estate sector surged stronger, and Poly Developments And Holdings Group Co.Ltd(600048) share price hit a record high. In terms of decline, tourism, ports, logistics and other recently active theme sectors fell into adjustment.
The trend of the three major indexes is divided. Coal stocks soared by more than 5% again. How about the rebound of a shares?
Shrinkage rise! On Thursday (April 14), the three major A-share indexes rose or fell, and the volume energy shrank slightly. In terms of hot spots, the performance of coal, oil and covid-19 detection sectors is eye-catching and has attracted much attention. At the same time, the large influx of funds to the North exceeds 12 billion yuan. Can the rebound of A-Shares continue? For the rebound trend of A-Shares today, institutions generally said that the market is still in shock consolidation, and positive factors are gradually accumulating.
Dragon and tiger list: 207 million rush to raise Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) foreign capital net buy 2 shares, institutions net buy 11 shares
On April 14, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , with a net inflow of 207 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 10.51% throughout the day. The top net inflow of funds was CICC Shanghai Branch, which bought a net 228 million yuan. A total of 27 stocks were involved in the institutional participation list, of which 11 were net bought by the institution, Shandong Haihua Co.Ltd(000822) was the most bought, with a net purchase of 924136 million yuan in three days. In addition, 16 shares were net sold by institutions, and Hainan Poly Pharm.Co.Ltd(300630) was sold the most, amounting to 270 million yuan.
Resumption of 85 trading limit shares: Andon Health Co.Ltd(002432) 3 board Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) reverse package Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) 6 day 4 board
All day long (April 14th), the three indexes were divided into two days, with the turnover of 870 billion 100 million in the two cities, 3 billion 300 million less than the previous trading day. Coal, COVID-19 testing, Baijiu, real estate development and other sectors were among the top gains. Tourism, ports, Internet business providers and unified large markets were among the top ones. A total of 85 shares rose today, an increase of 25 shares over the 60 share limit of the previous trading day. Among the Shenwan level industries, coal and food led the rise of the two cities.
The Shanghai stock index closed up 1.22% in shock, with four stocks, including Andon Health Co.Ltd(002432) , Poly Developments And Holdings Group Co.Ltd(600048) and Poly Developments And Holdings Group Co.Ltd(600048) hitting record highs
On April 14, the Shanghai stock index closed at 322564 points, up 1.22%; The Shenzhen Composite Index rose by 117162% and closed at 117127%; The gem index closed at 246629 points, down 0.02%. According to the data of China stock market news choice, the intraday share prices of four stocks hit an all-time high today, including Andon Health Co.Ltd(002432) , Poly Developments And Holdings Group Co.Ltd(600048) , etc. Data show that today, the intraday share prices of 44 stocks hit a record low, including Kidswant Children Products Co.Ltd(301078) and so on
blockbuster news
Xi Jinping inspect Wenchang space launch site: strive to build a world-class space launch site
. We should vigorously carry forward the spirit of "two bombs and one satellite" and the spirit of manned spaceflight, adhere to facing the world Addsino Co.Ltd(000547) frontier and the major strategic needs of national spaceflight, strengthen mission responsibility, have the courage to innovate and make breakthroughs, comprehensively improve the modern spaceflight launch capacity, and strive to build a world-class spaceflight launch site.
Li Keqiang gave important instructions on flood control and drought relief
Li Keqiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, recently gave important instructions on flood control and drought relief. The instructions pointed out that flood control and drought relief are related to the overall situation of economic and social development, security and stability, and are particularly important in this year's complex and severe international and Chinese environment. At present, China has entered the flood season, so we must not slacken our efforts in flood control and drought relief.
Central bank: timely use monetary policy tools such as RRR reduction to further strengthen financial support for the real economy
Sun Guofeng, director of the Monetary Policy Department of the people's Bank of China, said that since the beginning of this year, the monetary policy has adhered to the principle of stability and seeking progress in stability. The prudent monetary policy is flexible and appropriate, the policy force is appropriate, and the financial support to the real economy has been increased. In the next step, the people's Bank of China will continue to implement the decisions and arrangements of the CPC Central Committee and the State Council, implement the spirit of the central economic work conference and the measures of the government work report, timely use the RRR reduction and other monetary policy tools in accordance with the requirements of the executive meeting of the State Council, and further strengthen the financial support to the real economy, especially industries seriously affected by the epidemic, small, medium-sized and micro enterprises and individual industrial and commercial households.
Ministry of water resources: promote the REITs pilot in the field of water conservancy, encourage and guide social capital to participate in the construction and operation of water conservancy projects
On April 13, vice minister Wei Shanzhong presided over the 102 key water conservancy projects in the national "14th five year plan" and the first central water conservancy construction investment plan implementation and dispatching meeting in 2022, thoroughly implemented the spirit of the central economic work conference, the central rural work conference, the 2022 government work report and the deployment of the executive meeting of the State Council, and deployed to accelerate the construction of water conservancy projects in accordance with the requirements of the national water conservancy work conference. Zhong Zhiyu, chief engineer of the Ministry of water resources, attended the dispatching meeting.
Ministry of transport: all localities should ensure smooth passage for vehicles with a "pass" to enter and leave epidemic affected areas across provinces
The special class for traffic control and transportation support of the comprehensive group of the joint prevention and control mechanism of the State Council issued a notice on the 14th to make every effort to ensure the smooth transportation of freight logistics. According to the requirements of the notice, the key materials transportation vehicle pass shall be prepared and issued in accordance with the national unified style, and the handling channels shall be unblocked, and the handling conditions, procedures, scope, channels and timeliness shall be clarified to ensure convenient handling. All localities should ensure smooth passage for vehicles with a "pass" to enter and leave epidemic related areas across provinces, and special channels should be set up in areas where conditions permit to ensure rapid passage.
Ministry of Commerce: give further play to the role of special classes for key foreign-funded projects to help foreign-funded enterprises achieve stable and orderly operation
Shu jueteng, spokesman of the Ministry of Commerce, said that recently, the epidemic situation in China has shown the characteristics of many points, wide range and frequent occurrence, which has had a certain impact on the production and operation activities of domestic and foreign-funded enterprises.
In this regard, the Chinese government attaches great importance to the establishment of special classes for key foreign-funded projects under the foreign trade and foreign investment coordination mechanism. The Ministry of Commerce, together with relevant departments and local governments, actively takes measures to help enterprises solve possible difficulties and problems, especially foreign-funded enterprises in key areas of the epidemic, coordinate and solve specific problems such as resumption of work and production, entry of personnel, logistics and transportation. Through the joint efforts of all parties, the difficulties reflected by some enterprises have been alleviated one after another.
The implementation of the inclusion of assisted reproduction in medical insurance in Beijing has been suspended, and the national medical insurance bureau is making an overall study
According to People.Cn Co.Ltd(603000) "leadership message board" on April 13, in response to netizens' message that "Beijing assisted reproductive technology service project was included in the medical insurance payment scope on March 26, I went to the hospital to ask and said there was no such policy" @ Beijing 12345 replied on April 13 that the implementation of Beijing assisted reproductive technology service project into the medical insurance payment scope was suspended
hot spot stocks
Covid-19 detection concept limit tide coal sector outbreak Anyuan Coal Industry Group Co.Ltd(600397) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) 2 connecting sector
Citic Securities Company Limited(600030) pointed out that the rhythm of short-term sector fluctuations still follows the changes expected by overseas oil prices. It is expected that there will be a new round of pulse improvement in coal demand after the subsequent epidemic eased and infrastructure construction started; Medium term steady growth, gradual relaxation of real estate policy and other policy expectations will also support industry demand expectations. According to the current performance expectations and valuation level, the sector still has a rising catalyst and is still expected to achieve significant excess returns. It is recommended to continue to focus on undervalued companies with high performance certainty: Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) , Shanxi Lu'An Environmental Energydev.Co.Ltd(601699) , Shaanxi Coal Industry Company Limited(601225) , power investment and energy.
"Coal crazy" is coming again! Baijiu sector also broke out Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) limit Kweichow Moutai Co.Ltd(600519) return to 1800 yuan above
Changjiang Securities Company Limited(000783) said that according to the 2021 Baijiu notice and the 1-2 month business situation in 2022, combined with the data of Liquor Enterprises above Designated Size, the two main trends of liquor industry development, such as head concentration and consumption upgrading, are still continuing. From the historical experience, the long-term development trend of the industry will not be broken by short-term external factors. Therefore, we think that the main line of Baijiu industry will remain unchanged in the future. We will mainly recommend five high-end Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Jiugui Liquor Co.Ltd(000799) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) , Anhui Gujing Distillery Company Limited(000596) , Jiangsu King'S Luck Brewery Joint-Stock Co.Ltd(603369) and so on.
Theme strategy of eight securities companies: callback is buying opportunity! Reiterated that they are optimistic about the three logics of covid-19 prevention and control industrial chain and support traditional Chinese medicine stocks
Guosen Securities Co.Ltd(002736) said that the performance of the pharmaceutical industry in the first quarter continued the main line of covid-19 epidemic, and we expect the vaccine and covid-19 testing business to maintain a high-profile growth; At the same time, the CXO industry will also benefit from the transfer of the global industrial chain and continue to grow rapidly. The cdmo business related to covid-19 drugs will also bring greater performance increment to relevant companies
selected announcements of listed companies
Tibet Huayu Mining Co.Ltd(601020) : the Kangqiao Qi antimony gold mine project of Tal gold industry was put into operation
Tibet Huayu Mining Co.Ltd(601020) ( Tibet Huayu Mining Co.Ltd(601020) ) on April 14, it was announced that the "Kangqiao Qi antimony gold mine" project invested and constructed by the joint venture "Ta aluminum gold industry" closed joint stock company has reached the production conditions. The project has been put into operation recently. It is estimated that the annual ore processing capacity is 1.5 million tons, with an annual output of 16000 metal tons of antimony and 2.2 metal tons of gold ingots.
Inner Mongolia Eerduosi Resources Co.Ltd(600295) : proposed 2.5 billion yuan construction of ferrosilicon alloy innovation factory project
Inner Mongolia Eerduosi Resources Co.Ltd(600295) announced that West gold mine metallurgical, a wholly-owned subsidiary of the company's holding subsidiary, plans to invest 2.5 billion yuan to build a ferrosilicon alloy innovation plant project, and congeneric chemical (dianye group holds a relative shareholding of 46%) plans to invest 450 million yuan to build a congeneric chemical calcium carbide project.
Jiangsu Etern Company Limited(600105) : the subsidiary won the bid for the whole vehicle harness business of Dongfeng M18 project
Jiangsu Etern Company Limited(600105) ( Jiangsu Etern Company Limited(600105) ) announced on April 14 that Jinting harness, a wholly-owned subsidiary of the company, has successfully won the bid for the whole vehicle harness business of Dongfeng's key project (project code: M18), and the full life cycle sales of this M18 project is about 1.057 billion yuan.
Qingdao Tgood Electric Co.Ltd(300001) : pre winning the bid of China Huaneng 2022 prefabricated cabin booster station project
Qingdao Tgood Electric Co.Ltd(300001) ( Qingdao Tgood Electric Co.Ltd(300001) ) it was announced on April 14 that the company has won the bid for the 2022 booster station equipment (prefabricated cabin) framework agreement procurement project of China Huaneng Group Co., Ltd. the total installed capacity of this bidding is 6Gw, the company is expected to win the bid of 3.6gw, and the estimated winning amount is about 305 million yuan, accounting for about 2.86% of the company's latest audited annual sales revenue after tax.
Guangdong Huafeng New Energy Technology Co.Ltd(002806) : signed a comprehensive strategic cooperation framework agreement with Apollo
Guangdong Huafeng New Energy Technology Co.Ltd(002806) ( Guangdong Huafeng New Energy Technology Co.Ltd(002806) ) April 14th announcement, the company recently signed a comprehensive strategic cooperation framework agreement with Apollo, the two sides set up a joint research and development group of automatic driving electric chassis, to build an innovative collaboration platform, fully mobilize the upstream and downstream resources of the electric vehicle and auto drive system chain, and focus on intelligence, electrodynamics, lightweight and integration.
Miracle Automation Engineering Co.Ltd(002009) : signing strategic cooperation framework agreement with Xingheng power
Miracle Automation Engineering Co.Ltd(002009) ( Miracle Automation Engineering Co.Ltd(002009) ) announced on April 14 that the company and Xingheng power supply Co., Ltd. signed the strategic cooperation framework agreement. The two sides intend to cooperate in the field of waste power batteries and battery waste recycling, and jointly build a closed-loop industrial chain of waste power batteries recycling.
Zhejiang Crystal-Optech Co.Ltd(002273) : the chairman and senior executives plan to increase their shares by no less than 12.2 million yuan
Zhejiang Crystal-Optech Co.Ltd(002273) ( Zhejiang Crystal-Optech Co.Ltd(002273) ) it was announced on April 14 that Lin min, chairman of the board of directors, Wang Zhenyu, director and general manager, Sheng Yongjiang, director and deputy general manager, Liu Fenglei, deputy general manager, Li xiayun, deputy general manager, Zheng Ping, deputy general manager and chief financial officer, Xiong Bo, deputy general manager and Secretary of the board of directors, Wang Baoxin, deputy general manager and Jin Lijian, deputy general manager of the company planned to increase their shares in the company through centralized bidding in the secondary market within three months from the date of disclosure of this announcement, The proposed increase in holdings shall not be less than 12.2 million yuan.
Anhui Annada Titanium Industry Co.Ltd(002136) : the holding subsidiary plans to establish a joint venture to build a 50000 T / a high-performance iron phosphate project
Anhui Annada Titanium Industry Co.Ltd(002136) ( Anhui Annada Titanium Industry Co.Ltd(002136) ) on April 14, it was announced that Tongling Nayuan, the holding subsidiary of the company, plans to jointly invest with Hefei GuoXuan Kehong to establish Tongling anxuanda new energy materials Co., Ltd. to build a 50000 T / a high-performance iron phosphate project. The registered capital of the joint venture is 150 million yuan. Tongling Nayuan invested 97.5 million yuan, accounting for 65%.
Cecep Solar Energy Co.Ltd(000591) : it is proposed to invest a total of 1.181 billion yuan in photovoltaic projects
Cecep Solar Energy Co.Ltd(000591) ( Cecep Solar Energy Co.Ltd(000591) ) announced on April 14 that the company plans to invest in the construction of 100 MW forest light complementary photovoltaic power generation project in Yongxin Luxi, a wholly-owned subsidiary of Yongxin company, with a total investment of 436 million yuan; Taking Libo company, a wholly-owned subsidiary, as the main body, invested in the construction of Jialiang 200MW agricultural photovoltaic power station project in Libo County, with a total investment of 745 million yuan.
