Take a look before going to bed! It combs the heavy news, hot plate news and announcements of listed companies for investors' reference.
The three major A-share indexes fell, and traditional Chinese medicine and covid-19 concept stocks rose sharply against the market
The three major A-share indexes collectively closed lower today, of which the Shanghai index fell 0.73% to close at 3567.44 points; The Shenzhen Component Index fell 1.27% to close at 14223.35 points; The gem index fell 1.28% to close at 3056.15. The market turnover remained above 1 trillion yuan, reaching 1.05 trillion yuan today. Industry sectors rose less and fell more, traditional Chinese medicine and covid-19 detection concept stocks rose against the market, and digital currency, shipbuilding and semiconductor sectors led the decline.
A shares have dived again, and the new energy track has plunged again! The traditional Chinese medicine plate lifted the limit tide, and the covid-19 detection concept rose sharply
On January 11, the Shanghai stock market opened low and went low. In the afternoon, it fell sharply, once down nearly 1%. Among them, the pork plate made a collective correction, Henan Shuanghui Investment & Development Co.Ltd(000895) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) fell by more than 5%, and Wens Foodstuff Group Co.Ltd(300498) , Muyuan Foods Co.Ltd(002714) fell by more than 4%; The Chinese medicine sector bucked the trend and raised the limit tide. Nearly 10 stocks such as Kunming Longjin Pharmaceutical Co.Ltd(002750) , Dong-E-E-Jiao Co.Ltd(000423) , Kpc Pharmaceuticals Inc(600422) rose. Covid-19 detection concept rose sharply, and several stocks such as Jiangsu Skyray Instrument Co.Ltd(300165) , Anxi biology, Andon Health Co.Ltd(002432) , Shanghai Kehua Bio-Engineering Co.Ltd(002022) rose.
"Phosphorus three heroes" broke out! It is the common driving force behind the counter attack of the 20cm limit tide Industrial Bank Co.Ltd(601166) of anti epidemic concept stocks
On January 11, the performance of A-share index still did not improve much, but the individual stock market was very prominent, and the dark line of performance gradually surfaced. The data show that the covid-19 detection plate performed prominently, with 20% limit for Jiangsu Skyray Instrument Co.Ltd(300165) , Asahi biology, Shenzhen Yhlo Biotech Co.Ltd(688575) , Chemclin Diagnostics Co.Ltd(688468) and so on, of which Asahi biology was 20% limit on the fourth day. Although the recent performance of the market index is poor, the market is forming a consensus on the performance wave of the annual report.
Dragon and tiger list: 105 million rush to raise Ji Yao Holding Group Co.Ltd(300108) foreign capital net bought 4 shares, and institutions net bought 17 shares
On January 11, Ji Yao Holding Group Co.Ltd(300108) , with a net capital inflow of 105 million yuan, was the largest among the dragon and tiger stocks on the list. The data showed that the stock had a 20cm large daily limit, and the turnover rate throughout the day was 22.1%. The net inflow of funds into Huaxin Shanghai Branch, which ranks first, net purchases of 55.4701 million yuan. A total of 35 stocks were involved in the institutional participation list, of which 17 were net bought by the institution, Zhewen Interactive Group Co.Ltd(600986) was the most bought, with a total of 117 million yuan. In addition, 18 shares were net sold by institutions, and Anxi biology was sold the most, with 147 million yuan.
Resumption of 72 trading stocks: Zhejiang Yatai Pharmaceutical Co.Ltd(002370) 4 board Andon Health Co.Ltd(002432) trading limit Beijing Cuiwei Tower Co.Ltd(603123) broken board
Today (January 11), the three major indexes fell, with a turnover of 1055.7 billion in the two cities, up from 4.3 billion in the previous trading day. On the disk, covid-19 detection, pharmaceutical commerce, phosphorus chemical industry, traditional Chinese medicine, ice and snow industry, three child concept and other sectors rose at the forefront. Digital currency, pork, Yuan universe, large fund holdings, domestic aircraft carriers and other sectors led the decline. A total of 72 shares rose today, down 19 shares from 91 shares on the previous trading day. Among the 28 primary industries in Shenwan, banking, medicine and biology led the rise.
Gem refers to 7 consecutive declines Warom Technology Incorporated Company(603855) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) and other 9 shares, reaching an all-time high
On January 11, the Shanghai stock index closed at 3567.44 points, down 0.73%; Shenzhen composite index closed at 14223.35 points, down 1.27%; The gem index closed at 3056.15, down 1.28%. According to the data of China stock market news choice, the intraday share prices of nine stocks hit an all-time high today, including Warom Technology Incorporated Company(603855) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) . Data show that the intraday share price of one stock hit a record low today, including Shanghai Awinic Technology Co.Ltd(688798) .
blockbuster news
State Council Office: temporarily exempt the domestic sales tax of processing trade enterprises and postpone the tax interest until the end of 2022
On January 11, 2022, the general office of the State Council issued the opinions on doing a good job in cross cycle regulation and further stabilizing foreign trade, which proposed to stabilize the development of processing trade. Strengthen the cultivation and construction of national processing trade industrial parks, deepen the cooperation and joint construction between the East, the central and western regions and the northeast, and encourage and support the implementation and development of key processing trade projects. Accelerate the cultivation and identification of a new batch of key undertaking and demonstration places for gradient transfer of processing trade, increase support, and give play to the leading role of demonstration and radiation. The domestic sales tax of processing trade enterprises will be temporarily exempted, and the interest on tax deferment will be suspended until the end of 2022, so as to stabilize the development of processing trade and reduce the burden on enterprises.
Travel Association: the new energy subsidy policy in 2022 is a great positive
According to the newly released policy, the framework and threshold requirements of the current technical index system of purchase subsidies will remain unchanged in 2022, and the subsidy scale is not locked from the original expected upper limit of 2 million vehicles, which will realize the subsidy throughout 2022. With the doubling of the scale of the new energy industry chain and the improvement of cost reduction ability, it is expected that the increment of new energy vehicles will be strong by the end of 2022.
The national development and Reform Commission and the Ministry of water resources jointly issued the water security plan for the 14th five year plan
Recently, with the consent of the State Council, the national development and Reform Commission and the Ministry of water resources jointly issued the water security plan for the 14th five year plan. The plan defines the main objectives and key tasks of water security during the 14th Five Year Plan period. By 2025, the ability to prevent flood and drought disasters, the ability to save, intensively and safely use water resources, the ability to optimize the allocation of water resources, the ability to protect and manage rivers and lakes will be further strengthened, and the national water security guarantee ability will be significantly improved.
The State Grid plans to start 13 UHV lines this year, with a total investment of 380 billion yuan during the 14th Five Year Plan period
The approval of UHV projects is accelerated this year, and all planned projects are expected to be approved. The scale of UHV construction in the next four years is unprecedented. During the 14th Five Year Plan period, the State Grid planned to build the "24 AC and 14 DC" UHV project, involving more than 30000 kilometers of lines, 340 million KVA transformation capacity and a total investment of 380 billion yuan. According to informed sources, "in 2022, the State Grid plans to start 13 UHV lines of \'10 AC and 3 DC\'.
The list of the first batch of members of the yuan universe Industry Committee of China Mobile Communications Federation was announced, including 8 listed companies
The official website of yuancosmos Industry Committee of China Mobile Communication Federation announced the list of the first batch of members. Among the 267 applicants and units in the first list, 65 / person (25 individual members, 40 unit members and 8 listed companies) were accepted after the review of OECD regulations. The listed companies are Shenzhen Zqgame Co.Ltd(300052) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Inmyshow Digital Technology (Group) Co.Ltd(600556) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , China Zheshang Bank Co.Ltd(601916) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Hangzhou Anysoft Information Technology Co.Ltd(300571) and Hylink Digital Solution Co.Ltd(603825) .
The resource guarantee "cornerstone plan" has been reported to the four ministries and commissions, and a number of iron ore projects will be accelerated
After the ups and downs in 2021, the steel industry may usher in a clear carbon reduction roadmap in 2022. Chen Derong, President of China Iron and Steel Industry Association, introduced that in order to promote the medium and long-term resource guarantee of the iron and steel industry, after in-depth investigation and analysis, China Iron and Steel Association put forward the proposal of "cornerstone plan" aimed at strengthening resource guarantee. The plan defines the three major sources of iron resources: scrap steel, Chinese iron ore and overseas iron ore, the supply objectives at three time nodes in 2025, 2030 and 2035, and puts forward the work suggestions of the implementation subject. The formal report has been submitted to the national development and Reform Commission, the Ministry of industry and information technology, the Ministry of natural resources and the Ministry of ecological environment respectively.
hot plate stocks
Shanghai Kaikai Industry Company Limited(600272) seven link board! The pharmaceutical sector continues to be hot, and the performance of 40% of stocks is expected to double. Who will become the king of pre increase
Guotai Junan Securities Co.Ltd(601211) Securities believes that the extreme discount of traditional Chinese medicine plate relative to the overall medicine has significantly converged. Although the valuation of a small number of stocks is still lower than the average of the plate, its overall valuation cost performance is gradually disappearing. Although it is not ruled out that the market inertia will further push up the sector in the short term, resulting in a higher market premium, if the valuation system is to be systematically modified or even anchored, the changes in the underlying logic of the industry still need to be verified by the performance. In particular, the price raising logic of a few companies in the short term is about to be verified as the financial reporting season approaches, which may promote the differentiation of individual stocks.
12 shares in this plate are trading at the limit! Chase? Historical data reveal the trend law of bank stocks!
Guosheng Securities said that under the background of reduced capital risk appetite in the current market, it is recommended to allocate defensive varieties with low and undervalued values in the short term, such as infrastructure, real estate industry chain, insurance and other sectors; After the release of market risks, the high growth rate of new energy, photovoltaic and semiconductor sectors are still worthy of attention. However, after the sharp rise of the sector last year, each subject will be extremely differentiated. The strategy of lying down and winning the boom sector is difficult to work, which will further test the stock selection ability of investors.
Policy intensive release! Optimistic about the inflection point and leading value of the express industry, and the "comeback" of power stocks?
Everbright Securities Company Limited(601788) mentioned that China's covid-19 cases have increased significantly, and the recovery of air passenger transport demand has been negatively impacted. We believe that the growth logic and location advantages of first tier airport companies and airlines have not changed substantially due to the epidemic situation; With the continuous advancement of covid-19 vaccine / treatment technology, the demand for air passenger transport will gradually recover. The revaluation of first tier airport companies and airlines is a deterministic event; With the introduction of the management measures for express market (Revised Draft) (Exposure Draft), the industry supervision is expected to be further refined, the industry price war is expected to continue to ease, and the head express enterprises are expected to benefit.
Eight major brokerage theme strategies: four on the sustainability of the recent Chinese medicine market! Focus on three main lines + three themes
Zhongtai Securities Co.Ltd(600918) said that medicine was an industry with obvious correction in the fourth quarter, especially the core asset with large market value; And since the beginning of the year, the index has also fallen, and the adjusted medicine is attractive to funds. In terms of specific investment suggestions, we still maintain the following views: actively grasp the dilemma reversal of undervalued sectors, such as API, chain pharmacies, traditional Chinese medicine, etc; Bargain hunting layout is expected to be a high boom track with rapid growth and no risk of fundamentals, such as cro / cdmo, upstream of life sciences, medical services, etc.
selected announcements of listed companies
Jiangsu Huachang Chemical Co.Ltd(002274) : 25 hydrogen fuel cell demonstration buses will be put into operation in the near future
Jiangsu Huachang Chemical Co.Ltd(002274) (002274) on January 11, the progress announcement on matters related to the expansion of hydrogen energy industry was disclosed, and the delivery of 25 buses cooperated by the company with Jinlong United Automobile Industry (Suzhou) Co., Ltd. and Zhangjiagang Gangcheng Public Transport Co., Ltd. was completed; Recently, it is being licensed and will be put into operation in the near future. The bus has a specification of 10.5m and is equipped with hcea70 hydrogen fuel cell engine produced by the company. The company's self built hydrogenation station project has entered trial production; The trial production scheme (demonstration) of hydrogen filling station project has accepted the preliminary review of experts organized by government departments and is being rectified according to expert opinions.
Zhejiang Juhua Co.Ltd(600160) : the listing application of China Giant core technology innovation board, a joint-stock subsidiary, was accepted
Zhejiang Juhua Co.Ltd(600160) (600160) announced on January 11 that the application for initial public offering of shares and listing on the science and Innovation Board of zhongjuxin Technology Co., Ltd., an important shareholding subsidiary of the company, was accepted by the Shanghai Stock Exchange.
Jiangsu Huahong Technology Co.Ltd(002645) : the subsidiary signed a long-term supply agreement with Ganzhou Keli, an authorized purchaser of apple
Jiangsu Huahong Technology Co.Ltd(002645) (002645) it was announced on January 11 that recently, as a qualified supplier of apple, Xintai technology, a subsidiary, signed a long-term supply agreement with Ganzhou Keli rare earth new material Co., Ltd., an authorized purchaser of apple. According to the requirements of the agreement, the supplier Xintai technology promises to provide the demander Ganzhou Keli with products produced with 100% recycled materials and certified by the certification company designated by apple. The signing of the above long-term supply agreement is to lock the supply of rare earth oxides of Xintai technology in the next 12 months (January 2022 to December 2022), and the specific transaction price is the future spot transaction price.
Tianjin Zhonghuan Semiconductor Co.Ltd(002129) : it is proposed to repurchase shares with RMB 355 million-391 million
Tianjin Zhonghuan Semiconductor Co.Ltd(002129) (002129) announced on January 11 that it is planned to repurchase shares with RMB 355 million-391 million, and the repurchase price shall not exceed RMB 61.55/share.
Industrial Bank Co.Ltd(601166) : approved to issue financial bonds not exceeding 110 billion yuan
Industrial Bank Co.Ltd(601166) (601166) announced on January 11 that the cbcirc agreed that the company would issue financial bonds of no more than 110 billion yuan in the national inter-bank bond market. The issuance of financial bonds will be used to supplement medium and long-term stable funds, optimize debt structure and support business development in line with national policy guidance.
Zhanjiang Guolian Aquatic Products Co.Ltd(300094) : signed a cooperation framework agreement with HEMA
Zhanjiang Guolian Aquatic Products Co.Ltd(300094) (300094) announced on January 11 that the company signed the cooperation framework agreement with Shanghai HEMA Network Technology Co., Ltd. on that day. Based on good trust and considering the long-term development of both sides, the two sides decided to work together to develop and promote aquatic prefabricated dishes, jointly build a Rural Revitalization Industrial Park Carry out cooperation in the fields of joint brand cooperation and consumption dynamic sharing. The term of cooperation between the two parties is one year, from January 1, 2022 to December 31, 2022.
Shandong Sinocera Functional Material Co.Ltd(300285) : it is proposed to repurchase shares with RMB 150 million to RMB 300 million
Shandong Sinocera Functional Material Co.Ltd(300285) (300285) announced on January 11 that the company plans to use its own funds to buy back part of the company's shares in the form of centralized bidding transaction for equity incentive plan or employee stock ownership plan. The total capital of this repurchase shall not be less than 150 million yuan and not more than 300 million yuan, and the repurchase price shall not exceed 55 yuan / share.
Anhui Anli Material Technology Co.Ltd(300218) : it is proposed to repurchase shares with RMB 10 million to 20 million
Anhui Anli Material Technology Co.Ltd(300218) (300218) announced on January 11 that the company plans to use its own funds or self raised funds to buy back the company's shares in the form of centralized bidding transaction for the second time. The total amount of share repurchase funds shall not be less than 10 million yuan and not more than 20 million yuan, and the share repurchase price shall not exceed 22 yuan / share.
Sai Microelectronics Inc(300456) : Swedish subsidiary has made preliminary contact with a global top metauniverse company
Sai Microelectronics Inc(300456) (300456) said during the survey that this year the company (Swedish subsidiary) has carried out commercial cooperation with the world's well-known companies with a market value of US $trillion. Among them, the signed and executing MEMS chip wafer manufacturing orders that can be determined that the terminal application is AR / VR / MR equipment have exceeded RMB 50 million, and it is expected to continue to grow in the future. At the same time, the company (Swedish subsidiary) has made preliminary contact with a global top metauniverse company to jointly explore MEMS solutions for core hardware in metauniverse application scenarios.
(source: China stock market news research center)
