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 closed down slightly, and nearly 3700 stocks fell
On April 15, the Shanghai stock index was weak in intraday volatility, once rose and turned red in the afternoon, and fell again in the late trading, but it still remained above 3200; The Shenzhen Composite Index and gem index fell sharply in the session and stopped falling and rebounded in the afternoon; The turnover between the two cities was about 910 billion yuan, and nearly 3700 stocks fell.
The market fluctuated and closed down: individual stocks with a turnover of more than 900 billion yuan fell, and real estate stocks strengthened again
Guosheng Securities believes that since China's policy side will continue to maintain the stability of monetary policy and the easing of macro-control, multiple favorable conditions will be introduced successively in the future or lead the market out of the decline. Operationally, the short-term market risk appetite is still low. We will continue to focus on the relevant steady growth sectors such as the real estate industry chain and banks that benefit from loose monetary policy, as well as the coal, non-ferrous metals and other related sectors that exceed the expectations in the annual report and the first quarter report.
Keep 3200 points! Can the central bank cut the reserve requirement and finalize the protection of bank shares hold up A-Shares next week?
On Friday (April 15), the three major A-share indexes fell across the board, and the Shanghai Composite Index hit 320013 points as low as in the session. In terms of hot spots, bank stocks supported the market, steel stocks strengthened against the market, and undervalued stocks attracted much attention. For the rebound trend of a shares, institutions generally said that the market is expected to continue shock repair.
Dragon and tiger list: 326 million rush to raise funds Shanxi Coking Coal Energy Group Co.Ltd(000983) institutions net buy 15 shares
On April 15, Shanxi Coking Coal Energy Group Co.Ltd(000983) , with a net capital inflow of 326 million yuan, was the largest among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, up 24.9% in the past three days. The top net inflow of funds was Shenwan Hongyuan Group Co.Ltd(000166) Shanghai Chengshan Road, with a net purchase of 174 million yuan. A total of 28 shares 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 338 million yuan. In addition, 13 shares were net sold by institutions, and Hainan Poly Pharm.Co.Ltd(300630) was the most sold, with a net sale of 349 million yuan in three days.
Resumption of trading of 46 stocks up and down: Andon Health Co.Ltd(002432) tianfloorboard Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) limit Cccg Real Estate Corporation Limited(000736) high 2 board
Today (April 15), the three major indexes fell, and the gem index hit a new low in intraday adjustment. The turnover of the two cities was 911.2 billion, 41.1 billion higher than that of the previous trading day. On the disk, China shipping, banking, food processing, cro and other sectors led the rise, while logistics, tourism, prefabricated buildings, virtual digital people and other sectors led the decline. A total of 46 shares rose today, down 39 shares from the 85 share limit of the previous trading day. Among the Shenwan industry, banks and steel led the rise of the two cities.
The three major stock indexes collectively closed down, with 10 stocks including Bank Of Nanjing Co.Ltd(601009) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) and others hitting a record high
On April 15, the Shanghai stock index closed at 321124 points, down 0.45%; Shenzhen composite index closed at 1164857 points, down 0.56%; The gem index closed at 246036 points, down 0.24%. According to the data of China stock market news choice, the intraday share prices of 10 stocks hit an all-time high today, including Bank Of Nanjing Co.Ltd(601009) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , etc. According to the data, the intraday share prices of 359 stocks hit a record low today, including Kidswant Children Products Co.Ltd(301078) and so on
blockbuster news
The central bank lowered the deposit reserve ratio by 0.25 percentage points and released long-term funds of about 530 billion yuan
The people's Bank of China decided to reduce the deposit reserve ratio of financial institutions by 0.25 percentage points on April 25, 2022 (excluding financial institutions that have implemented the 5% deposit reserve ratio). In order to increase the support for small and micro enterprises and "agriculture, rural areas and farmers", for urban commercial banks without inter provincial operation and agricultural commercial banks with deposit reserve ratio higher than 5%, an additional 0.25 percentage point will be reduced on the basis of reducing the deposit reserve ratio by 0.25 percentage point. After this reduction, the weighted average deposit reserve ratio of financial institutions is 8.1%.
Multi sector action to increase financial support for smooth logistics and stable industrial chain supply chain!
All departments have made concerted efforts to implement policies, and the warm wind in all aspects is blowing frequently. They are trying to open up the "blocking point" for the smooth logistics and stable industrial chain supply chain. On the 15th, the Ministry of communications and the Ministry of information technology of the people's Bank of China held meetings on the prevention and control of the epidemic situation, the Ministry of communications and the Ministry of information technology of the people's Bank of China, and the Ministry of transport of the people's Republic of China, respectively. The people's Bank of China said it would increase financial support for smooth logistics and stable industrial chain supply chain. The Ministry of industry and information technology said that it would spare no effort to do a good job in accurate epidemic prevention and control, ensure smooth logistics and stabilize the supply chain of the industrial chain.
The state tobacco monopoly administration defines the conditions that e-cigarette enterprises should meet to apply for production enterprise licenses
The tobacco monopoly administrative departments at all levels should strengthen the business guidance and government services for e-cigarette related production enterprises, promote step by step, and ensure a smooth transition; We should actively perform our statutory duties, continue to standardize the issuance of licenses for e-cigarette related production enterprises, effectively promote the orderly development of e-cigarette industry, realize the standardization and legalization of e-cigarette industry governance, and effectively safeguard the legitimate rights and interests of consumers and e-cigarette enterprises.
Just tonight, oil prices fell sharply! Filling up a tank of oil will cost 21.5 yuan less
According to the national development and Reform Commission, the details of this oil price adjustment are as follows: China's gasoline and diesel prices have been reduced by 545 yuan and 530 yuan per ton respectively. The financial reporter of China Central Television has calculated an account for you. According to the estimation of 50L fuel tank capacity of ordinary household cars, filling a box of No. 92 gasoline will cost 21.5 yuan less.
Further reduce the cost of bank liabilities: the interest rate self-discipline mechanism guides small and medium-sized banks to lower the deposit interest rate and increase the upper limit
In response to the recent rumor that "the interest rate self-discipline mechanism encourages small and medium-sized banks to increase and lower the deposit interest rate by 10 basis points", relevant people of two urban commercial banks told the 21st Century Business Herald reporter that the news is true, but relevant people of some urban commercial banks said they have not received notice for the time being.
The Ministry of industry and information technology takes multiple measures to support the stable production of key enterprises in Shanghai and make every effort to ensure the smooth operation of the industrial chain and supply chain
The Ministry of industry and information technology, together with relevant departments and local governments, adhere to the "one enterprise, one case" according to the requirements of epidemic prevention and control and the needs of national key industrial chains, guide key enterprises to formulate plans for resumption of work and epidemic prevention and control, and promote resumption of work and production in an orderly manner from easy to difficult. Study and formulate epidemic prevention and control standards for production and operation (resumption of work and production), urge enterprises to check leaks and fill vacancies, and coordinate epidemic prevention and control and resumption of work and production.
Zhengzhou launched 21 measures to expand effective investment, and strive to increase real estate investment by more than 8% year-on-year in 2022
On April 14, the general office of Zhengzhou Municipal People's government issued the implementation plan for expanding effective investment in the whole city in 2022, involving 21 measures, which defined the goal of increasing fixed asset investment by more than 10% in the whole year.
As China's first city to sound the horn of "saving the market" of real estate, Zhengzhou has also made it clear again in this plan that it will take the virtuous cycle and healthy development of the real estate industry as the key, and strive to increase the investment in real estate development of the whole city by more than 8% year-on-year in 2022.
Yichang issued a new deal on the real estate market: cancel the restriction on the sale of the first house within two years, and the minimum down payment is 20%
According to Yichang release, Yichang City issued the notice on further promoting the virtuous circle and healthy development of the real estate market on April 14. The notice made it clear that the listing and trading of newly-built commercial housing will no longer be restricted within 2 years of online signing and filing, so as to promote the virtuous circle of the primary and secondary markets of commercial housing. And guide financial institutions to increase the investment of individual housing mortgage loans, with the proportion of down payment for the first house loan not less than 20% and the proportion of down payment for the second house loan not less than 30%.
The Tariff Commission of the State Council announced the list of the seventh extension of the exclusion of goods subject to additional tariffs on the United States
With the approval of the State Council, the Tariff Commission of the State Council published the list of the seventh extension of the exclusion of goods with additional tariffs on the United States, extended the exclusion period for relevant goods in the announcement of the Tariff Commission of the State Council on the extension of the fifth exclusion list of goods with additional tariffs on the United States (announcement [2021] No. 7 of the Tax Commission of the State Council), and continued not to levy the tariffs imposed by China for the anti-US 301 measures from April 17, 2022 to November 30, 2022.
The CSRC issued the guidelines for the management of investor relations of listed companies
To further standardize the management of investor relations of listed companies, the CSRC issued the guidelines on the management of investor relations of listed companies (hereinafter referred to as the guidelines), which will come into force on May 15, 2022. Define investor relationship management from the dimensions of content, method and purpose. Make it clear that the guidelines are applicable to joint stock limited companies established in accordance with the company law and whose shares are listed and traded on stock exchanges in China
hot spot stocks
Important bills will be considered next week! Vocational education ushers in a golden period of development institutions: industry valuation will be repaired
With the implementation of "double reduction" in various provinces and cities, the training institutions of the whole track are facing great transformation pressure. In contrast, vocational education policies are more friendly, private institutions have more business space for participants, and more vocational education policy support may appear in the future. Caixin Securities said that the encouragement and guidance of vocational education policies are clear, and there will be a golden period of development in the next 5-10 years. It is expected that the scale of private secondary vocational education will exceed 80 billion yuan and private higher education will exceed 300 billion yuan by 2030.
The auto parts sector bucked the market and strengthened Andon Health Co.Ltd(002432) sky floor, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) limit! Is the demon stock off?
Dongguan Securities said that the negative impact of the Russian Ukrainian conflict on the global auto manufacturing industry continued, and some factories of many auto enterprises around the world were forced to shut down or reduce production, which had a certain impact on the overseas business of some Chinese auto parts manufacturers. After the epidemic situation improves, automobile production and sales are expected to improve marginally. It is suggested to pay attention to high-quality parts suppliers that actively grasp the development trend of Automobile Electric Intelligence: Huayu Automotive Systems Company Limited(600741) , Ningbo Tuopu Group Co.Ltd(601689) , Bethel Automotive Safety Systems Co.Ltd(603596) , Anhui Zhongding Sealing Parts Co.Ltd(000887) , Foryou Corporation(002906) .
Theme strategy of eight securities companies: Prefabricated dishes catalyzed by the epidemic "out of the circle"! Market space geometry? Focus on three types of investment opportunities
Minsheng Securities said that at present, the prefabricated dishes are still in the early stage of industry development, and the demand of b-end is relatively clear under the demand of catering enterprises to reduce costs and increase efficiency. We expect that the long-term market space of b-end of Chinese prefabricated dishes is expected to exceed trillion. Due to the wide variety of Chinese food categories and huge differences in cooking technology, the industry pattern of overall dispersion and centralized categories may be presented in the future
selected announcements of listed companies
Hongbaoli Group Corporation Ltd(002165) : it is proposed to expand the annual production capacity of propylene oxide from 100000 to 250000 tons
Hongbaoli Group Corporation Ltd(002165) ( Hongbaoli Group Corporation Ltd(002165) ) on April 15, it was announced that the company planned to build "propylene oxide expansion project of Taixing Chemical Company", upgrade and transform the existing propylene oxide production unit, expand the annual production capacity of propylene oxide from 100000 to 250000 tons, and build it into a new process demonstration project of propylene oxide by chppo process in China. The total investment of the project is 240 million yuan. It is estimated that after the project is fully completed, the total production capacity of propylene oxide will be 250000 tons, of which 150000 tons will be added, and the annual sales revenue is expected to be 1.66 billion yuan.
Ningbo Haitian Precision Machinery Co.Ltd(601882) : it is proposed to invest 1 billion yuan in the construction of high-end CNC machine tool intelligent production base project
Ningbo Haitian Precision Machinery Co.Ltd(601882) ( Ningbo Haitian Precision Machinery Co.Ltd(601882) ) on April 15, it was announced that the company signed the investment agreement with the Management Committee of Ningbo Economic and Technological Development Zone to invest in the construction of high-end CNC machine tool intelligent production base project, with a total planned investment of 1 billion yuan.
Gui Zhou Tyre Co.Ltd(000589) : it is planned to implement the intelligent manufacturing project of radial tire with an annual output of 380000 all steel engineering
Gui Zhou Tyre Co.Ltd(000589) ( Gui Zhou Tyre Co.Ltd(000589) ) it was announced on April 15 that the board of directors of the company reviewed and approved the proposal and agreed to implement the intelligent manufacturing project of 380000 all steel engineering radial tires per year, with a total investment of 1.94 billion yuan. It is estimated that the average annual income is 2.551 billion yuan and the average annual after tax profit is 198 million yuan.
Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) : the subsidiary won the bidding project of TOPCON laser micro loss equipment with RMB 1.067 billion of Jingke energy
Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) ( Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) ) announced on April 15 that the wholly-owned subsidiary Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) laser intelligent equipment (Jiangsu) Co., Ltd. received the letter of acceptance of TOPCON laser micro loss equipment bidding project of Jingke Energy Co., Ltd., with a bid winning amount of 1.067 billion yuan. This bid is the first time that the company has obtained large-scale orders for photovoltaic laser and automation equipment, which has laid a good foundation for the company to enter the field of photovoltaic special equipment.
Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) : the subsidiary signed an investment agreement on green new energy materials project with Jiangling County Government
Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) ( Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) ) announced on April 15 that the holding subsidiary Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) (Jingzhou) Co., Ltd. signed an investment agreement on green new energy materials project with the people's Government of Jiangling County, Hubei Province. It plans to invest in the construction of green new energy materials project in Jingzhou Jiangling NEW energy and new materials industrial base, with a total investment of about 5 billion yuan, including 100000 t / a NMP device, 200000 t / a BDO device, 30000 T / a PBTA and supporting facilities; 100000 tons of acetic anhydride and supporting facilities.
Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) : the subsidiary signed a strategic cooperation framework agreement with zhidu universe and Genimous Technology Co.Ltd(000676)
Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) ( Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) ) April 15th announcement, recently, the company's wholly-owned subsidiary Guangzhou 37 signed a strategic cooperation framework agreement with the wisdom universe and Genimous Technology Co.Ltd(000676) , to jointly promote the new generation of Yuan universe technology and game economy depth integration, landing on the other side of the Meta Internet plus action plan to build the leading Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) yuan universe Pavilion.
Mingxin Automotive Leather Co.Ltd(605068) : it is proposed to repurchase the company's shares by RMB 100200 million
Mingxin Automotive Leather Co.Ltd(605068) ( Mingxin Automotive Leather Co.Ltd(605068) ) on April 15, it was announced that the company planned to repurchase the company's shares with RMB 100 million to RMB 200 million at a repurchase price of no more than RMB 30 / share, and the repurchased shares were intended to reduce the company's registered capital.
Shunfa Hengye Corporation(000631) : it is proposed to repurchase the company's shares no more than 288 million yuan
Shunfa Hengye Corporation(000631) ( Shunfa Hengye Corporation(000631) ) announced on April 15 that it is planned to repurchase the company's shares of no more than 288 million yuan at a price of no more than 5.2 yuan / share. The repurchased shares are intended to be used for employee stock ownership plan or equity incentive.
Xinjiang Tianshan Cement Co.Ltd(000877) : proposed acquisition of related party Ningxia Building Materials Group Co.Ltd(600449) cement sector assets
Xinjiang Tianshan Cement Co.Ltd(000877) ( Xinjiang Tianshan Cement Co.Ltd(000877) ) on April 15, it was announced that the company planned to acquire the holding rights and other assets of the subsidiaries of cement and other related businesses held by the related party Ningxia Building Materials Group Co.Ltd(600449) in cash. The final acquisition scope will be further determined through negotiation, in order to solve the problem of horizontal competition between the company and Ningxia Building Materials Group Co.Ltd(600449) in the related businesses of cement sector and further promote the high-quality development of the company.
China Tianying Inc(000035) : strategic cooperation agreement signed between holding subsidiary and energy and Investment Commission
China Tianying Inc(000035) ( China Tianying Inc(000035) ) it was announced on April 15 that atlas, the holding subsidiary of the company, signed the strategic cooperation agreement with Energy Investment Commission, Three Gorges Construction Engineering and Xinneng. The scope of quadripartite cooperation focuses on the field of new energy, including but not limited to new energy projects such as hydropower, wind power, photovoltaic and energy storage technology (gravity energy storage), tailings treatment, construction waste and comprehensive resource recovery, as well as new material R & D, equipment manufacturing, scientific research industrialization and technical services in the above fields.
Yunnan Energy Investment Co.Ltd(002053) : signed the cooperation agreement of Tongquan north wind farm, Malong District, Qujing City
Yunnan Energy Investment Co.Ltd(002053) ( Yunnan Energy Investment Co.Ltd(002053) ) it was announced on April 15 that the company signed the cooperation agreement on Tongquan north wind farm in Malong District, Qujing City with the people's Government of Malong District, Qujing City. The total installed capacity of Qujing Tongquan north wind farm project is 200000 kW, and the total investment is expected to be 1.245 billion yuan. After the project is completed and put into operation, it is expected that the annual output value will be 120 million yuan and the tax revenue will be more than 11 million yuan (excluding the tax preference period or the amount of tax reduction and Exemption), which will drive more than 40 jobs.
