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 3.66% and the net sales of northward funds exceeded 5 billion yuan
On April 20, the Shanghai stock index was weak in the morning and fell sharply in the afternoon, down more than 1.3%; Both the Shenzhen Composite Index and the gem index fell sharply. The Shenzhen composite index fell by more than 2%, while the gem index fell by more than 3.5% and fell to 2400 points; The turnover of the two cities has been enlarged, with a full day turnover of about 820 billion yuan and a net outflow of funds from the north of more than 5 billion yuan.
Can the rise of consumption against the trend become the Savior of the market?
The market style began to switch, and cyclical stocks such as real estate, precious metals, steel and coal weakened in an all-round way. The opposite consumer sector ushered in a comprehensive outbreak, with retail, food and beverage, hotel catering, duty-free, wine making and other sectors leading the rise. Among them, the retail leader Better Life Commercial Chain Share Co.Ltd(002251) 8 days 7 boards, Zhongxing Shenyang Commercial Building Group Co.Ltd(000715) realizes three boards, and the food and beverage Anji Foodstuff Co.Ltd(603696) 4 boards, Sanquan Food Co.Ltd(002216) 2 boards, Yike food 20cm limit, Shandong Huifa Foodstuff Co.Ltd(603536) , Haixin Foods Co.Ltd(002702) . etc.
The three major indexes fluctuated and fell, and the sector was frozen and hot! Organization: a turnaround is brewing
On Wednesday (April 20), the three major A-share indexes fell and the transaction amount was enlarged. In terms of hot spots, the concept of unified big market and prefabricated dishes is stronger, while the industry is led by tourism hotels and food and beverage. At the same time, there are three industries with a decline of more than 4% in the market. What investment opportunities are there under the dual sky of ice and fire? For the downward trend of a shares, institutions generally said that at present, the market is in the process of shock and bottom grinding, and structural opportunities are expected to appear gradually.
Dragon and tiger list: 160 million rush to raise Sanquan Food Co.Ltd(002216) foreign capital net buy 5 shares, institutions net buy 18 shares
On April 20, Sanquan Food Co.Ltd(002216) , the largest net inflow of funds among the stocks on the list, with a net purchase of 160 million yuan on the third day. Data show that the stock closed within the daily limit, rising 18.69% in three days. The net inflow of funds into the top Shenzhen Stock connect seats, with a net purchase of 155 million yuan on the third day. A total of 34 stocks were involved in the institutional participation in the dragon and tiger list, of which 18 were net bought by the institution, and Better Life Commercial Chain Share Co.Ltd(002251) was the most bought, amounting to 262468 million yuan. In addition, 16 shares were net sold by institutions, and Jinke Property Group Co.Ltd(000656) was sold the most, amounting to 703198 million yuan.
Resumption of trading of 67 stocks up limit: Zhongnongfa Seed Industry Group Co.Ltd(600313) 3 board Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) heavy decline 3 Chongqing Sansheng Industrial Co.Ltd(002742) 0cm limit
Today (April 20), the three major indexes fell, and the gem index led the decline to a new low. The turnover of the two cities was 820.7 billion, 41.3 billion compared with the previous trading day. On the disk, hotels and catering, food processing and manufacturing, scenic spots and tourism, planting and forestry led the increase, while coal, metal zinc, steel, real estate development and other sectors led the decline. A total of 67 shares rose by the daily limit today, 7 shares less than the daily limit of 74 shares on the previous trading day. Among the Shenwan level industries, food and beverage and social services led the rise of the two cities.
The Shanghai stock index closed down 1.35% China Resources Double-Crane Pharmaceutical Co.Ltd(600062) , Zhongnongfa Seed Industry Group Co.Ltd(600313) and other six stocks hit a record high
On April 20, the Shanghai stock index closed at 315105 points, down 1.35%; Shenzhen composite index closed at 1139223 points, down 2.07%; The gem index closed at 236365 points, down 3.66%. According to the data of China stock market news choice, the intraday share prices of six stocks hit an all-time high today, including China Resources Double-Crane Pharmaceutical Co.Ltd(600062) , Zhongnongfa Seed Industry Group Co.Ltd(600313) , etc. According to the data, the intraday share prices of 61 stocks hit a record low today, including Hitgen Inc(688222) and so on
blockbuster news
National Standing Committee: orderly development of nuclear power under the premise of strict supervision and ensuring absolute safety
According to CCTV news, Li Keqiang presided over the executive meeting of the State Council. The meeting pointed out that we should promote the transformation of coal-fired power units and improve energy efficiency. The transformation scale of the whole year exceeded 220 million KW. Nuclear power should be developed in an orderly manner under the premise of strict supervision and ensuring absolute safety. The three new nuclear power unit projects that have been comprehensively evaluated and reviewed and incorporated into the national plan shall be approved.
The individual pension system is about to come out, and the maximum annual contribution per person may be 12000 yuan
The individual pension system will be implemented in the near future. It is understood that the individual pension is voluntarily participated and operated in a market-oriented manner. The individual pension adopts the individual account system, and the contributions are fully borne by the participants and fully accumulated. Individual pension account is the basis of participating in individual pension system and enjoying preferential tax policies. According to people familiar with the matter, the upper limit of individual pension per person per year may be 12000 yuan.
Two departments: support insurance companies to participate in highway traffic construction
The China Banking and Insurance Regulatory Commission and the Ministry of transport issued the opinions of the banking and insurance industry on supporting the high-quality development of highway transportation, and encouraged insurance institutions to participate in the construction of major highway transportation infrastructure, new transportation infrastructure and other projects in the form of creditor’s rights, equity, combination of equity and debt, asset support plan and private fund.
National Standing Committee: using market-oriented and legalized methods to guide coal prices to operate within a reasonable range
Li Keqiang presided over the executive meeting of the State Council, which pointed out that the market-oriented and legalized methods should be used to guide the operation of coal prices in a reasonable range. We should give full play to the role of coal as the main energy source. We will optimize approval policies for coal production and project construction, implement local responsibilities for stabilizing production and ensuring supply, and fully release advanced production capacity. Through nuclear capacity increase and new production, 300 million tons of new capacity will be added this year.
Ministry of Finance: stamp duty on securities transactions in the first quarter was 106.7 billion yuan, with a year-on-year increase of 21.3%
In the first quarter, the national general public budget revenue was 6203.7 billion yuan, a year-on-year increase of 8.6%. Among them, the central general public budget revenue was 2894.9 billion yuan, a year-on-year increase of 7.6%; Stamp duty was 156.9 billion yuan, a year-on-year increase of 20.6%. Among them, the stamp duty on securities transactions was 106.7 billion yuan, a year-on-year increase of 21.3%.
The “basic law” of futures and derivatives is coming! Comprehensive analysis of six key points!
The “basic law” of futures and derivatives is coming! The law of the people’s Republic of China on futures and derivatives was adopted at the 34th meeting of the Standing Committee of the 13th National People’s Congress on the 20th, Xinhua reported. The law will come into force on August 1, 2022. Next, the CSRC will understand and master the systems and measures stipulated in the futures and derivatives law, accelerate the formulation, revision and improvement of supporting rules and regulations, improve the basic system of the futures market, strictly implement the legal provisions, and constantly improve the level of supervision and law enforcement.
Energy Administration: by the end of March, the installed capacity of wind power in China had increased by 17.4% year-on-year Cecep Solar Energy Co.Ltd(000591) power generation installed capacity increased by 22.9%
On April 20, the National Energy Administration released the statistical data of the national power industry from January to March.
By the end of March, China’s installed power generation capacity was about 2.4 billion kw, a year-on-year increase of 7.8%. Among them, the installed capacity of wind power was about 340 million KW, a year-on-year increase of 17.4% Cecep Solar Energy Co.Ltd(000591) installed power generation capacity was about 320 million KW, an increase of 22.9% year-on-year.
Will A-Shares be subject to mandatory ESG disclosure? Fang Xinghai: promote through the power of the market
Fang Xinghai, vice chairman of China Securities Regulatory Commission, said that at present, the CSRC is based on the requirement of disclosing ESG information on a voluntary basis, but it has not been required to synchronize the international ESG standards or mandatory disclosure. This is the next step. Fang Xinghai said that the ESG disclosure standards of listed companies need to be reasonably promoted by multiple departments. ESG disclosure standard is one of the specific measures to achieve “3060”. Different from some government mandatory requirements, ESG disclosure standard is promoted by market forces, which will realize more effective allocation of resources
hot spot stocks
Big consumption takes over the main line! What direction does the demand side impact still exist when the dilemma turns into a hot spot, taking into account prosperity and security
Western Securities Co.Ltd(002673) believes that with the gradual stabilization of the epidemic in China, offline economic repair will be an important main line of market transactions in the second quarter. The basic logic of offline economic recovery path is consistent with the relaxation direction of prevention and control policies. In various scenarios related to offline recovery, the recovery path follows: express delivery → flow of people, close consumption scenario → long-distance consumption scenario, required → optional, business travel → entertainment. From the perspective of market industry, the market repair of express, logistics, aviation, airport and other sectors is only the beginning. In the future, with the gradual verification of data, it is still worthy of continuous attention.
Zhongnongfa Seed Industry Group Co.Ltd(600313) 3 connecting sector! Seed stocks performed well, and 93 potential cash cows were locked in four indicators
Sinolink Securities Co.Ltd(600109) said that under the current environment of rising global food prices and restrictions on food exports in many countries, the implementation of transgenic technology is expected to accelerate. Key recommendations: Yuan Longping High-Tech Agriculture Co.Ltd(000998) : rich reserves of transgenic technology, Shandong Denghai Seeds Co.Ltd(002041) .
Food, Baijiu, tourism and aviation consumption are recovering. Sanquan Food Co.Ltd(002216) , Better Life Commercial Chain Share Co.Ltd(002251) , etc
East Asia Qianhai Securities pointed out that the mood is good and the consumption recovery is on the way. It is a highly selective and high-end Baijiu sector with risk resistance and supply and demand. Maotai had a bright growth rate in the first quarter, strong determination in Wuliangye Yibin Co.Ltd(000858) reform, volume control and price support, and the valuation was cost-effective. The highest growth rate of the second high Baijiu sector is affected by the epidemic spread to small, the advantage market, large single product volume potential strong strong growth wine enterprises.
Theme strategies of the eight securities companies: the second quarter is an important time point for building positions in the first half of the year in the food and beverage sector! (attached)
Huaxi Securities Co.Ltd(002926) said that the second quarter from April was an important time point for the establishment of positions in the food and beverage sector in the first half of the year. On the one hand, the peripheral environment, such as epidemic situation and peripheral situation conflict, may gradually bottom out and go out of the trend. At the same time, policies to promote consumption are also being intensively released, superimposing the loose expectation of real estate; On the other hand, the subject matter of each sector has basically entered a reasonable range in the early stage, and the expectation of the first quarter report is also basically price in, starting to enter the expected stage of April and the second quarter
selected announcements of listed companies
Anhui Jiangnan Chemical Industry Co.Ltd(002226) : grid connection of 100MW project in the north of Block C of North Bridge No. 8 wind farm in Guazhou, Gansu
Anhui Jiangnan Chemical Industry Co.Ltd(002226) ( Anhui Jiangnan Chemical Industry Co.Ltd(002226) ) on April 20, it was announced that the 100MW project in the north of Block C of the eighth wind farm of North Guazhou bridge in Gansu Province was started to connect to the grid at 13:00 on April 16 after receiving the dispatching order. Four 35kV Power collection lines were successfully charged at one time. Gansu Power Dispatching Center ordered to start the first fan, 25 fans were successfully connected to the grid at one time, and the 100MW project in the north of Block C of the eighth wind farm of North Guazhou bridge in Gansu Province was connected to the grid at full capacity. As of the disclosure date of the announcement, the company’s cumulative grid connected installed capacity was about 1.06 million KW, and the installed capacity of clean energy was further improved.
Puyang Refractories Group Co.Ltd(002225) : signed strategic cooperation framework agreement with Three Gorges Tibet energy investment
Puyang Refractories Group Co.Ltd(002225) ( Puyang Refractories Group Co.Ltd(002225) ) announced on April 20 that it signed the strategic cooperation framework agreement with the Three Gorges Tibet energy investment, focusing on making full use of the photovoltaic, wind power, geothermal and other resource endowments in Tibet, and deeply integrating the development advantages of the main clean energy industry of the Three Gorges Tibet energy investment and the energy needs of the company (represented by the subsidiary Tibet Changdu Xiangchen Magnesium Industry Co., Ltd.), Build a green and low-carbon demonstration area for the integration of source, network, load and storage.
L&K Engineering (Suzhou) Co.Ltd(603929) won the bid for the phase II project of RMB 830million 12 inch memory wafer manufacturing base
L&K Engineering (Suzhou) Co.Ltd(603929) ( L&K Engineering (Suzhou) Co.Ltd(603929) ) announced on April 20 that the company recently received the letter of acceptance from science and Technology Engineering Co., Ltd. of the 11th design and Research Institute of information industry electronics, confirming that L&K Engineering (Suzhou) Co.Ltd(603929) has become the contractor of clean room package B project of phase II project of 12 inch memory wafer manufacturing base, with a bid winning amount of 830 million yuan.
Guangzhou Risong Intelligent Technology Holding Co.Ltd(688090) : the subsidiary won the bid for the 215 million yuan Zero run automobile project
Guangzhou Risong Intelligent Technology Holding Co.Ltd(688090) ( Guangzhou Risong Intelligent Technology Holding Co.Ltd(688090) ) on April 20, it was announced that Guangzhou Ruisong Beidou Automobile Equipment Co., Ltd., the holding subsidiary of the company, won the bid for the project of “package a and package C of welding line in Qiantang base” of Zero run automobile, with a total bid winning amount of 215 million yuan (including tax).
Zhejiang Yasha Decoration Co.Ltd(002375) : the subsidiary won the bid of 104 million yuan photovoltaic construction project
Zhejiang Yasha Decoration Co.Ltd(002375) ( Zhejiang Yasha Decoration Co.Ltd(002375) ) on April 20, it was announced that the wholly-owned subsidiary Yasha curtain wall won the bid for the curtain wall project of 02 podium building, 03-06 building and sunken square of Nanjing Sino Finnish exchange center, with a bid amount of 104 million yuan. The company is responsible for the integrated construction of curtain wall and Cecep Solar Energy Co.Ltd(000591) thin film photovoltaic power generation system of the project.
Suzhou Jinhong Gas Co.Ltd(688106) : the actual controller of the company and his / her accomplices intend to increase the holding of shares of the company by 20 million yuan to 30 million yuan
Suzhou Jinhong Gas Co.Ltd(688106) ( Suzhou Jinhong Gas Co.Ltd(688106) ) announced on April 20 that Jin Xianghua, the controlling shareholder, actual controller, chairman and general manager of the company, and Zhu Genlin, more than 5% of the shareholders, planned to increase their 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 28, with a total increase of no less than 20 million yuan and no more than 30 million yuan. Jin Xianghua and Zhu Genlin are uncles and nephews, who act in concert.
Fujian Yuanli Active Carbon Co.Ltd(300174) : it is proposed to repurchase shares with RMB 60 million to RMB 80 million
Fujian Yuanli Active Carbon Co.Ltd(300174) ( Fujian Yuanli Active Carbon Co.Ltd(300174) ) it was announced on April 20 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 funds shall not be less than 60 million yuan and not more than 80 million yuan, and the share repurchase price shall not exceed 17.00 yuan / share.
Wuxi Shangji Automation Co.Ltd(603185) : it is proposed to raise no more than 6 billion yuan for the project with an annual output of 50000 tons of high-purity crystalline silicon
Wuxi Shangji Automation Co.Ltd(603185) ( Wuxi Shangji Automation Co.Ltd(603185) ) it was announced on April 20 that the company plans to raise a total of no more than 6 billion yuan through non-public offering of shares, which will be used for the project with an annual output of 50000 tons of high-purity crystalline silicon and the project to supplement working capital.
Yunnan Lincang Xinyuan Germanium Industry Co.Ltd(002428) : indium phosphide single chip construction project put into operation
Yunnan Lincang Xinyuan Germanium Industry Co.Ltd(002428) ( Yunnan Lincang Xinyuan Germanium Industry Co.Ltd(002428) ) on April 20, it was announced that the construction project of indium phosphide single crystal chip of Xinyao company, a holding subsidiary, was officially put into operation recently. The operation of the project will be conducive to the development of new material industry within the company.
Zhejiang Damon Technology Co.Ltd(688360) : proposed to acquire 80% equity of Dongfang motor
Zhejiang Damon Technology Co.Ltd(688360) ( Zhejiang Damon Technology Co.Ltd(688360) ) on April 20, it was announced that the company planned to acquire 80% equity of Huzhou Dongfang Motor Co., Ltd. held by Zhang Zhexing and others, and the parties reached a preliminary intention agreement on equity transfer. Through this acquisition, the company will master Dongfang motor’s special equipment modular vehicle modification integration technology, and can quickly realize the integration of small intelligent storage modules, sorting modules and Siasun Robot&Automation Co.Ltd(300024) modules on logistics vehicles by using Dongfang motor’s invention patent “combined vehicle interior retraction device” technology and “vehicle modification scheme online preview operating system” and other digital software technologies.
