Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors' reference
The stock index fluctuated, the gem index fell by more than 1%, and the chemical fertilizer sector rose sharply
On April 19, the Shanghai Stock Index fluctuated in a narrow range in the early trading, once fell in the afternoon, and stopped falling and rebounded in the late trading; Shenzhen Component Index and gem index rose and fell rapidly after opening, and then the weak shock fell, with the gem index falling by more than 1%; The turnover of the two cities is still relatively low, with a full day turnover of less than 800 billion yuan; The outflow of northbound funds accelerated in the afternoon, with a net sales of nearly 2 billion yuan throughout the day.
The momentum of market decline is exhausted, and the direction of Pan agriculture may be expected to become a breakthrough
On the whole, after the last batch of high-level real estate stocks fell, the risk was better released, and the short-term momentum of the market began to collapse. Chemical fertilizer, agriculture and agricultural planting maintain a good upward trend. After experiencing the baptism of the market decline cycle, you can pay attention to whether pan agriculture can become a breakthrough in the market.
Shrink! Three major indexes fluctuated, agricultural stocks and resource stocks made concerted efforts
Shrink! On Tuesday (April 19), the three major A-share indexes continued to shake and sort out, with a transaction amount of less than 800 billion yuan. In terms of hot spots, resource stocks such as mining assistance and coal and oil have strengthened one after another, while agricultural stocks continue to make great efforts and perform well. What investment opportunities does the market have in the shock and grinding bottom? What are A-Shares waiting for? For the rebound trend of a shares, institutions generally said that the market is still in the trend of shock and grinding the bottom. It is suggested to pay attention to the investment opportunities of undervalued blue chips.
Dragon and tiger list: 85 million rush to raise funds Everbright Jiabao Co.Ltd(600622) institutions net buy 12 shares
The largest amount of capital inflows in 12 months was 6 million yuan. Data show that the stock closed within the daily limit, up 23.5% in the past three days. Huatai Securities Co.Ltd(601688) headquarters, which ranks first in net capital inflow, bought 273137 million yuan in three days. A total of 31 stocks were involved in the institutional participation in the dragon and tiger list, of which 12 stocks were net bought by the institution, and newtage was the most bought, amounting to 24.571 million yuan. In addition, 19 shares were net sold by institutions, and Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) was sold the most, amounting to 305 million yuan.
Resumption of trading of 74 shares limited: Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) prying board Zhongnongfa Seed Industry Group Co.Ltd(600313) 2 board Better Life Commercial Chain Share Co.Ltd(002251) ground and sky board
Today (April 19), the three major indexes closed negative, led by the gem index. The turnover of the two cities was 779.4 billion, 1.1 billion compared with the previous trading day. On the disk, glyphosate, oil and gas exploitation, planting and forestry, chemical fertilizer, coal and other sectors led the increase, while cro, biological products, semiconductors and components, hotels and catering led the decline. Today, a total of 74 shares rose by the daily limit, 18 shares less than the 92 share limit of the previous trading day. Among the Shenwan level industries, coal, agriculture, forestry, animal husbandry and fishery led the rise in the two cities.
Gem index fell 1.38% Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) and other four stocks hit a record high
On April 19, the Shanghai stock index closed at 319403 points, down 0.05%; Shenzhen composite index closed at 1163332 points, down 0.50%; The gem index closed at 245355 points, down 1.38%. According to the data of China stock market news choice, the intraday share prices of nine stocks hit a record high today, including Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , China Resources Double-Crane Pharmaceutical Co.Ltd(600062) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , etc. Data show that the intraday share prices of 32 stocks hit a record low today, including Gan & Lee Pharmaceuticals(603087) and so on
blockbuster news
Shenzhen Reform Commission meeting: strengthening the construction of digital government and promoting the reform of financial system below the provincial level
General secretary of the CPC Central Committee, President of the state, chairman of the Central Military Commission and director of the central comprehensive Deepening Reform Commission Xi Jinping 4 on the afternoon of April 19, presided over the 25th meeting of the central comprehensive Deepening Reform Commission, deliberated and adopted the guiding opinions on strengthening the construction of digital government and on further promoting the reform of the financial system below the provincial level Opinions on establishing and improving the evaluation index system of natural resource assets departure audit of leading cadres, work plan for improving the financial support innovation system during the 14th Five Year Plan period, and several opinions on improving the incentive mechanism of science and technology.
The leading group of the State Council for ensuring smooth logistics: jointly grasp the transportation guarantee of key materials and fully support the economic operation of key regions
On April 19, the State Council's leading group for logistics maintenance held the first meeting of the commander in chief (plenary). The meeting required that we should take the work of ensuring smooth logistics as an important political task at present and in the future, strengthen the responsibility of mission, strengthen organization and leadership, strengthen coordination and cooperation, and strengthen the implementation, so as to ensure the detailed implementation of all work and the effectiveness of all deployment.
SASAC of the State Council: support the listed companies controlled by central enterprises to become stronger and better by integrating resources
Peng Huagang, secretary general and spokesman of the state owned assets supervision and Administration Commission of the State Council, said that the state has specially issued a "opinions on further improving the quality of listed companies". In order to implement the "opinions", the state owned assets supervision and Administration Commission of the State Council will carry out a special action to improve the quality of listed companies controlled by central enterprises this year. Guided by problems, it will focus on weaknesses, promote the strong internal and external image of listed companies controlled by central enterprises, and strive to be an example of outstanding main business, excellent development, perfect governance and honest operation of the capital market.
SASAC: in the first quarter, central enterprises achieved a cumulative operating revenue of 9 trillion yuan, an increase of 15.4% year-on-year
Peng Huagang introduced that in the first quarter, central enterprises achieved a cumulative operating income of 9 trillion yuan, a year-on-year increase of 15.4%, a net profit of 472.33 billion yuan, a year-on-year increase of 13.7%, taxes paid 734.8 billion yuan, a year-on-year increase of 20.9%, and the cumulative investment in fixed assets (excluding real estate) was 519.4 billion yuan, a year-on-year increase of 4.6%. It should be said that in the first quarter, the economic benefits of central enterprises increased steadily and the operation quality continued to improve. At the same time, central enterprises have actively served the national strategy, actively fulfilled their social responsibilities and made important contributions to economic and social development.
The IMF expects the global economy to grow by 3.6% in 2022, down 0.8 percentage points from the previous forecast
The International Monetary Fund released the new world economic outlook report on the 19th. It is expected that the global economy will grow by 3.6% in 2022, down 0.8 percentage points from the previous forecast.
The industrial Internet industry has crossed the trillion scale mark! Ministry of industry and information technology: studying the policy of steady growth of reserve industry
In the face of the downward trend, the relevant person in charge said that the Ministry of industry and information technology is studying and reserving some policies and measures to stabilize industrial growth, taking multiple measures to open up the blocking points and checkpoints in the supply chain of the industrial chain, and study and clarify the supporting policies such as the continuation of preferential car purchase tax as soon as possible.
At the same time, we accelerated infrastructure construction, promoted the construction of 6 Shenzhen Fountain Corporation(000005) g base stations throughout the year, and the coverage capacity of gigabit optical network exceeded 400 million households.
The national development and Reform Commission said it would continue to reduce the national crude steel output. The market is expected to be under pressure on raw materials and the profitability of steel enterprises may improve
The national development and Reform Commission said on Tuesday that it will continue to reduce the national crude steel output, guide iron and steel enterprises to abandon the extensive development mode of winning by quantity and promote the high-quality development of the iron and steel industry. The goal is to ensure the year-on-year decline of the national crude steel output in 2022. Market participants pointed out that under the background of "double carbon", China's crude steel output may have peaked. Reducing crude steel output will reduce the demand for raw materials and bad raw material prices. At the same time, the policy of reducing crude steel output may lead to the improvement of the profitability of iron and steel enterprises.
The supreme law issued a voice to crack down on "usury lending", "professional lending", malicious evasion of debts and other acts in accordance with the law
Yang Yongqing, vice president of the second court of the Supreme People's Court of justice, said at the press conference that when asked about "how to deal with it in judicial work", the people's court said that the people's court should broaden the financing channels of small, medium-sized and micro enterprises according to law, protect the credit rating of small, medium-sized and micro enterprises according to law, actively promote the extension of loans and solve the financing difficulties. With regard to the problem of expensive financing, the people's court should standardize and guide the private financing order and crack down on "usury" professional lending according to law; Try financing disputes according to law and reduce unreasonable financing interest rates
hot spot stocks
Chemical fertilizer index rose sharply against the market! The performance of 9 stocks in the high boom continued to double, and 8 stocks were added to the capital in the north
Founder Securities Co.Ltd(601901) said that global food prices continued to rise due to the Russian Ukrainian war, covid-19 epidemic, inflation and other reasons. The long tail effect affects the global food supply in the medium and long term, and the food will continue to be in a high business cycle. Under the condition of food security and rigid demand, the boom of chemical fertilizer is expected to continue, and we are optimistic about integrated chemical fertilizer enterprises.
Better Life Commercial Chain Share Co.Ltd(002251) staged the "Earth Sky board"! Food and beverage sector active Anji Foodstuff Co.Ltd(603696) triple board!
Citic Securities Company Limited(600030) pointed out that due to the rebound of the epidemic in some areas, rising costs, weak demand and other negative factors, the valuation of the food and beverage industry has dropped to a reasonable range, and some sub circuits are in the position of low valuation. We are optimistic about the release of China's consumption power for a long time. After three years of complex business environment, the competitiveness and leading position of food leaders have been further consolidated and the long-term certainty has been improved.
Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) , Renzhi shares soared! Who is the strongest in the industrial chain of oil and gas, coal, steel and non-ferrous energy?
Zhongtai Securities Co.Ltd(600918) pointed out that recently, coal enterprises have successively published their annual reports for 2021, and the trend of high score, red and high dividend is obvious. The coal industry is expected to have high medium and long-term prices without large capital expenditure, and the continuous high return to investors will be a major feature of the industry. Overall, the stock capacity is a scarce resource. Coal stocks are generally valued at 4-6 times, and the stability of price and profit expectations is improved. It is suggested to actively layout coal stocks in 2022.
Theme strategies of eight securities companies: who is the leader in the "spring ploughing" market in planting, pork, feed and other sectors?
Huaxi Securities Co.Ltd(002926) said that as a country with a large population, China's food security is very important. The national macro policy has always put food security and seed industry revitalization at a strategic high point. The prosperity of seed industry has increased, and listed companies related to seed industry have ushered in an important policy window. In terms of target selection, we mainly recommend Beijing Dabeinong Technology Group Co.Ltd(002385) , Yuan Longping High-Tech Agriculture Co.Ltd(000998) and Shandong Denghai Seeds Co.Ltd(002041) with obvious first mover advantage and Shandong Denghai Seeds Co.Ltd(002041)
selected announcements of listed companies
Hangzhou Biotest Biotech Co.Ltd(688767) : covid-19 virus antigen self test reagent has been registered in Brazil and Myanmar
Hangzhou Biotest Biotech Co.Ltd(688767) ( Hangzhou Biotest Biotech Co.Ltd(688767) ) it was announced on April 19 that the covid-19 virus antigen self-test reagent of the company has recently obtained the medical device registration certificate or production and sales license from Brazil and Myanmar.
Ningbo Shanshan Co.Ltd(600884) : it is proposed to increase the capital of the holding subsidiary by 3.05 billion yuan and introduce Byd Company Limited(002594) and other war investments
Ningbo Shanshan Co.Ltd(600884) ( Ningbo Shanshan Co.Ltd(600884) ) announced on April 19 that the company plans to increase the capital of its holding subsidiary Shanghai Shanshan lithium battery through its wholly-owned subsidiary Ningbo Shanshan new energy and four strategic investors, Byd Company Limited(002594) , Ningde new energy and Kunlun capital, with a total capital increase of 3.05 billion yuan and a total registered capital increase of 305 million yuan. Among them, Byd Company Limited(002594) increased capital by 150 million yuan and Ningde new energy increased capital by 100 million yuan.
Shandong Longhua New Material Co.Ltd(301149) : it is proposed to invest 7.3 billion yuan to build 1.08 million T / a PA66 project
Shandong Longhua New Material Co.Ltd(301149) ( Shandong Longhua New Material Co.Ltd(301149) ) it was announced on April 19 that the company plans to invest in the construction of 1.08 million T / a PA66 project in Gaoqing County Chemical Industrial Park, Zibo City, Shandong Province, with a total investment of about 7.3 billion yuan and a construction period from 2022 to 2028, taking Shandong Longhua polymer materials Co., Ltd., a wholly-owned subsidiary, as the main body of the project.
Willfar Information Technology Co.Ltd(688100) : the controlling shareholder plans to increase the holding of 2.5 million to 5 million shares
Willfar Information Technology Co.Ltd(688100) ( Willfar Information Technology Co.Ltd(688100) ) announced on April 19 that the controlling shareholder of the company, Weisheng group, plans to increase its holdings of the company's shares by means allowed by the trading system of Shanghai Stock Exchange (including but not limited to centralized bidding, block trading, etc.) within 6 months from April 20, 2022, with a total of no less than 2.5 million shares and no more than 5 million shares.
Pnc Process Systems Co.Ltd(603690) : it is proposed to repurchase shares with RMB 40 million to RMB 60 million
Pnc Process Systems Co.Ltd(603690) ( Pnc Process Systems Co.Ltd(603690) ) announced on April 19 that it is planned to repurchase shares in the form of centralized bidding transaction for equity incentive, with a total repurchase capital of no less than 40 million yuan and no more than 60 million yuan, and a repurchase price of no more than 54 yuan / share.
China Animal Husbandry Industry Co.Ltd(600195) : Huanong assets plans to increase its shareholding by 1% - 2%
China Animal Husbandry Industry Co.Ltd(600195) ( China Animal Husbandry Industry Co.Ltd(600195) ) on April 19, it was announced that Huanong assets, the concerted action of the actual controller of the company, increased the holding of 15314700 shares of the company through centralized bidding through the trading system of Shanghai Stock Exchange from April 18 to April 19, accounting for 1.51% of the total share capital of the company. Huanong assets plans to continue to increase its holdings of the company's shares with its own funds within 6 months from April 18. The cumulative increase is planned to be no less than 1% of the company's total share capital and no more than 2% of the company's total share capital (including the increased shares this time).
Jiangsu Safety Wire Rope Co.Ltd(603028) : it is proposed to repurchase shares with RMB 25 million to 50 million
Jiangsu Safety Wire Rope Co.Ltd(603028) ( Jiangsu Safety Wire Rope Co.Ltd(603028) ) on April 19, it was announced that the company planned to repurchase the company's shares with its own funds or self raised funds ranging from 25 million yuan to 50 million yuan. All the repurchased shares would be used for equity incentive or employee stock ownership plan, and the repurchase price would not exceed 13.8 yuan / share.
Hunan Sokan New Materials Co.Ltd(688157) : sign strategic cooperation framework agreement with Gold Cup Electric Apparatus Co.Ltd(002533)
Hunan Sokan New Materials Co.Ltd(688157) ( Hunan Sokan New Materials Co.Ltd(688157) ) on April 19, it was announced that the company and Gold Cup Electric Apparatus Co.Ltd(002533) had recently signed the strategic cooperation framework agreement. The two sides will jointly carry out the development and Application Research of technologies and processes related to special functional materials in the fields of new energy vehicle motors, UHV transformers and so on. In the future, both parties will sign a separate contract according to the cooperative products on the basis of this agreement.
Hybio Pharmaceutical Co.Ltd(300199) : covid-19 nasal spray project received targeted reply from the national drug examination center
Hybio Pharmaceutical Co.Ltd(300199) ( Hybio Pharmaceutical Co.Ltd(300199) ) said on the interactive platform on April 19 that the company has completed the preclinical process research in the early stage of covid-19 nasal spray project, and is conducting in vivo pharmacodynamics research, safety evaluation research related to pharmacology and toxicology, and clinical sample production under GMP conditions. The specific approval time limit shall be subject to the approval of relevant departments. Recently, for the latest research progress, research scheme, phase I clinical scheme and other matters, the company conducted the second round of written communication with the national drug examination center, and quickly received targeted replies. The company attaches great importance to it and is making every effort to promote it in the direction of "emergency listing".
Tcl Technology Group Corporation(000100) : signing cooperation framework agreement with GCL group
Tcl Technology Group Corporation(000100) ( Tcl Technology Group Corporation(000100) ) it was announced on April 19 that the company and its holding subsidiary Tianjin Zhonghuan Semiconductor Co.Ltd(002129) recently signed the cooperation framework agreement with GCL Group Co., Ltd. and GCL Technology Holding Co., Ltd. The parties intend to conduct strategic cooperation on the production of about 100000 tons of granular silicon and comprehensive utilization of silicon-based materials, R & D projects in downstream application fields, and about 10000 tons of electronic polysilicon projects, with a total investment of 12 billion yuan.
