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 rose and fell in different ways: the textile and garment sector lifted the limit tide, and the net capital purchase from the North was nearly 7 billion yuan
On April 22, the stock index rose and fell in the morning, and rose again in the afternoon. At one time, it rose nearly 1% to recover 3100 points, but then the increase narrowed rapidly; The Shenzhen Component Index and the gem index also rose in the afternoon and fell again in the late afternoon, both reaching new lows in the year; The turnover of the two cities has shrunk significantly compared with yesterday, with a full day turnover of about 750 billion yuan; There was a substantial net inflow of funds from the north, with a net purchase of nearly 7 billion yuan throughout the day.
Foreign trade has set off a wave of limit, and the fermentation of secondary new shares is obvious or expected to become a transitional theme
The lethality brought by the ebb tide of the market is very strong. The disk gives people the feeling that it doesn’t matter about the fundamentals of individual stocks and the logic of the industry, all of which push down the rhythm of a comeback. The direction of foreign trade (textile and clothing, furniture and household appliances) has strengthened significantly, which is mainly affected by the fluctuation of exchange rate, so the height will be relatively limited. However, the sector will appear corresponding repetition with the large fluctuation of exchange rate, and the fermentation of Cixin is obvious today. However, the performance in recent years has been very “slag”. You can pay attention to whether there can be good sustainability this time and become a transitional theme of the market.
The bottom of A-Shares rebounded and the Shanghai index turned red! The bottom of northbound funds exceeded 6 billion yuan, and the stock rose by 20cm for two consecutive days
On April 22, the A-share market went down and picked up. For the current market, Xu Jie, general manager of Gumu investment, said that after the second bottom, the overall valuation of A-share has entered a relatively low range, and pessimism has been released again. After the end of the policy, the bottom of the mood is also gradually proved, the opportunity is greater than the risk, and the probability of entering the stage of structural rebound in the future.
Dragon and tiger list: 77 million rush to raise Jinyu Bio-Technology Co.Ltd(600201) foreign capital net buy 2 shares, institutions net buy 17 shares
On April 22, Jinyu Bio-Technology Co.Ltd(600201) , amounting to 768992 million yuan, was the largest net inflow of funds among the dragon and tiger stocks on the list. Data show that the stock closed at the daily limit, with a turnover rate of 7.8% throughout the day. The top net inflow of funds was China Merchants Securities Co.Ltd(600999) Xinhua East Street in Hohhot, and 179 million yuan was purchased. A total of 29 stocks were involved in the institutional participation in the dragon and tiger list, of which 17 were net bought by the institution, and Tianjin Tianbao Infrastructure Co.Ltd(000965) was the most bought, amounting to 687806 million yuan. In addition, 12 shares were sold by Tianjin Tianbao Infrastructure Co.Ltd(000965) net, and Jinyu Bio-Technology Co.Ltd(600201) was sold the most, amounting to 682983 million yuan.
Resumption of trading of 86 stocks: CNOOC oil seal sector Better Life Commercial Chain Share Co.Ltd(002251) , Zhongnongfa Seed Industry Group Co.Ltd(600313) limit Shanghai Dragon Corporation(600630) 2 limit
Today (April 22), the three major indexes differentiated, the Shanghai index rebounded slightly, and the gem index hit a new low. The turnover of the two cities was 753.3 billion, a decrease of 67.4 billion compared with the previous trading day. On the disk, clothing and textile, electric power, oil and gas exploitation, ports, sub new shares and other sectors led the rise, while agricultural planting, prefabricated vegetables, chemical fertilizer, tourism and other sectors led the decline. A total of 86 shares rose by the daily limit today, an increase of 44 shares compared with the daily limit of 42 shares on the previous trading day. Among the Shenwan level industries, textile clothing and public utilities led the rise of the two cities.
The Shanghai stock index closed slightly higher, with eight stocks including Shanghai Yizhong Pharmaceutical Co.Ltd(688091) -u and Bank Of Nanjing Co.Ltd(601009) hitting a record high
On April 22, the Shanghai Composite Index closed at 308692 points, up 0.23%; Shenzhen composite index closed at 1105170 points, down 0.29%; The gem index closed at 229660 points, down 0.69%. According to the data of China stock market news choice, the intraday share prices of eight stocks hit a record high today, including Shanghai Yizhong Pharmaceutical Co.Ltd(688091) -u, Bank Of Nanjing Co.Ltd(601009) , etc. According to the data, the intraday share prices of 473 stocks hit a record low today, including Ningbo Jintian Copper (Group) Co.Ltd(601609) and so on
blockbuster news
The central bank will further study the opinions and measures of financial support for steady growth: maintaining market stability and economic stability
In the afternoon of April 22, the people’s Bank of China convened the Party committee to learn and convey the spirit of important meetings and instructions of the Party Central Committee and the State Council, implement the work deployment of the financial committee of the State Council, analyze and judge the current economic and financial situation, and study the next step of financial work. The meeting stressed that on the basis of conscientiously implementing the policies already issued, we should further strengthen our work, further increase our support for the real economy, and maintain market stability and economic stability.
China Merchants Bank Co.Ltd(600036) former party secretary and President Tian Huiyu accepted disciplinary review and supervision investigation
China Merchants Bank Co.Ltd(600036) former party secretary and President Tian Huiyu is suspected of serious violation of discipline and law. At present, he is undergoing discipline review, supervision and investigation by the Central Commission for Discipline Inspection and the State Supervision Commission.
Ten departments: further strengthen the support of export tax rebate and promote the steady development of foreign trade
Strengthen the connection between export credit insurance and export tax rebate policy. If an enterprise obtains export credit insurance compensation due to its inability to collect foreign exchange for the export business declared for tax rebate, the export credit insurance compensation shall be regarded as the collection of foreign exchange and the export tax rebate shall be handled. We will improve the export tax rebate policy for processing trade. In order to support the development of processing trade enterprises and further reduce the burden of enterprises, after the tax rate of export products is consistent, the input tax of value-added tax transferred out due to inconsistent tax rate is allowed to be deducted from the input tax transferred in by enterprises. Tap the potential of departure tax rebate policy.
Cbcirc: support the improvement and rigid housing demand, and actively support the smooth operation of the capital market
On April 22, the Party committee of China Banking and Insurance Regulatory Commission held a meeting to deeply study and implement the instructions of the CPC Central Committee, implement the requirements of the special meeting of the financial commission of the State Council, study and analyze the current economic and financial situation, and arrange and deploy the key work in the next stage. The meeting stressed the need to actively support the smooth operation of the capital market, promote the two-way flow of capital and attract more foreign direct investment and securities investment. Adhere to the “two unwavering”, set the red light and green light, and promote the healthy development of the platform economy.
Shanghai Stock Exchange optimized and improved the supporting system of corporate bond registration system
The Shanghai Stock Exchange has issued four bond business rules, including the rules for the examination and approval of the issuance and listing of corporate bonds of the Shanghai Stock Exchange, the rules for the listing of corporate bonds of non-public development banks of the Shanghai Stock Exchange, and the measures for the administration of the appropriateness of investors in the bond market of the Shanghai Stock Exchange. After the issuance of this batch of rules, the bond market of Shanghai Stock Exchange has basically formed a complete and independent rule system covering all business lines such as issuance and listing audit, issuance and underwriting, listing, trading operation and investor protection; At the same time, the number of business rules has been significantly reduced, and the rule structure is concise and friendly, which is convenient for market entities to query and use on demand.
Safe: in the future, long-term value investment is still the main consideration of foreign capital inflow
Wang Chunying, spokesman of the State Administration of foreign exchange, said at the press conference of the state information office on April 22 that in the first quarter, China maintained a surplus in cross-border capital flows under current accounts and direct investment, supporting cross-border revenue and expenditure and maintaining a basic balance between domestic foreign exchange supply and demand.
In the future, long-term value investment is still the main consideration of foreign capital inflow.
Real gold and silver help! “Beijing supports 18 small, medium and micro enterprises” benefiting enterprises by about 130 billion yuan
On April 22, Beijing released several measures on continuing to increase assistance to small, medium-sized and micro enterprises and accelerating the recovery and development of difficult enterprises. At the press conference on the afternoon of the 22nd, Dai Ying, deputy director of Beijing Municipal Development and Reform Commission, introduced that the “several measures” includes 18 measures in four aspects. It is preliminarily estimated that 18 measures will benefit more than 1.6 million small, medium-sized and micro enterprises, with a total capital scale of about 130 billion yuan. The main content is summarized as “three reductions, three compensations and two guarantees”
hot spot stocks
Better Life Commercial Chain Share Co.Ltd(002251) fell to the limit after winning 8 boards in 9 days! Obvious changes have taken place in the coal and coal power sectors
The performance of coal power sector is under pressure, and some institutions are still optimistic Shenwan Hongyuan Group Co.Ltd(000166) research shows that under the background of the high-quality development of coal and electricity in the 14th five year plan of energy and the repeated emphasis on energy security in high-level speeches, the contradiction between supply and demand and the pattern of interest distribution at the coal and electrode ends are bound to be reversed in 2022.
Textile and clothing sector outbreak Rumere Co.Ltd(301088) 20cm long leg Zhejiang Sunrise Garment Group Co.Ltd(605138) 3 connecting sector, temus 2 connecting sector
Guosen Securities Co.Ltd(002736) said that the recent annual reports of textile and clothing companies have revealed that sports brands at home and abroad have shown brilliant performance and operating efficiency. Since mid March, the epidemic has had a significant negative impact on the fundamentals and valuation of the sector, but it does not affect the medium and long-term improvement of high-quality local sports brands and the growth prospects of the industry.
Eight brokerage theme strategies: exposure of the strongest segment track in the clothing industry! Optimistic about the growth of the industry in the next five years (with shares)
Orient Securities Company Limited(600958) said that the sportswear industry is the strongest segment of the apparel industry and is optimistic about the growth of the industry in the next five years. According to the data of prospective industry research institute, the retail scale of China’s sportswear market in 2021 was 371.8 billion yuan, with a year-on-year increase of 19.1%, and the CAGR from 2019 to 2021 was 7.8%. From the perspective of horizontal comparison, sportswear tracks have maintained a leading position in terms of market growth and concentration. We are optimistic about the growth of the industry in the next five years (double-digit compound growth is expected). The main reasons are as follows: 1) compared with overseas mature markets, the Chinese market is still in its infancy and has great potential in the future; 2) Continuously increase the participation rate; 3) Motion scene subdivision + extension
selected announcements of listed companies
Changhong energy: the performance in 2021 increased by more than 50% year-on-year, entered the global first-line brand supply chain of lithium battery and supplied in batches
On April 22, Changhong energy (836239) released its annual report for 2021. During the reporting period, the company achieved an operating revenue of 3.071 billion yuan, a year-on-year increase of 57.35%; The net profit was 253 million yuan, a year-on-year increase of 56.19%; The net profit deducted from non profits was 245 million yuan, an increase of 54.86% year-on-year. Changhong Energy said that in terms of lithium battery, the company has improved the energy density and power performance of the battery, the sales proportion of high rate battery has increased significantly, and the low-temperature cycle ultra-high rate lithium battery has passed the test of high-end customers. In 2021, Taixing phase III and Mianyang lithium battery projects were put into operation as planned, and the capacity scale was gradually increased. On the basis of stabilizing the basic market of customers, the company’s lithium battery business and alkali battery business strive to expand high-end customers. The development of lithium battery major customers is progressing smoothly, entering the global first-line brand supply chain and supplying in batches. At the same time, it has passed the review of several global first-line brands.
Jiangsu Sunshine Co.Ltd(600220) : it is proposed to invest 20 billion yuan in the whole industrial chain project of photovoltaic new energy in Baotou
Jiangsu Sunshine Co.Ltd(600220) ( Jiangsu Sunshine Co.Ltd(600220) ) announced on April 22 that the company signed the investment cooperation agreement with Baotou municipal government and the investment cooperation agreement with Jiuyuan District Government of Baotou City on April 21. The company plans to invest in the whole industrial chain project of photovoltaic new energy in Baotou city. Specifically, it plans to build 100000 tons of polycrystalline silicon, 10GW single crystal pull rod (including slicing), 10GW cell chip and module projects in Jiuyuan Industrial Park of Baotou City, as well as 10GW photovoltaic power station project. The total investment (excluding power station) is about 20 billion yuan.
Changsha Dialine New Material Sci.&Tech.Co.Ltd(300700) : 150 million diamond capacity expansion
Changsha Dialine New Material Sci.&Tech.Co.Ltd(300700) ( Changsha Dialine New Material Sci.&Tech.Co.Ltd(300700) ) announced on April 22 that the company plans to carry out a capacity expansion, that is, the new diamond line capacity is 24 million km / year, and the total capacity of the company will reach 36 million km / year after this expansion. The estimated investment amount is about 150 million yuan. In the first quarter, the company realized an operating revenue of 123 million yuan, a year-on-year increase of 175.75%; The net profit was 135085 million yuan, with a loss of 6.0983 million yuan in the same period of last year.
Fujian Longxi Bearing (Group) Co.Ltd(600592) : it is proposed to invest 155 million yuan in the industrialization project of long-life and high reliability plain bearing and its components
Fujian Longxi Bearing (Group) Co.Ltd(600592) ( Fujian Longxi Bearing (Group) Co.Ltd(600592) ) it was announced on April 22 that the company plans to implement the industrialization project of long-life and high reliability joint bearings and their components in Lantian plant, with a total investment of 155 million yuan.
Sinopec Shandong Taishan Pectroleum Co.Ltd(000554) : sign strategic cooperation agreement with Taishan industrial development investment group
Sinopec Shandong Taishan Pectroleum Co.Ltd(000554) ( Sinopec Shandong Taishan Pectroleum Co.Ltd(000554) ) it was announced on April 22 that the company signed a strategic cooperation agreement with Tai’an Taishan Industrial Development Investment Group Co., Ltd. the cooperation contents of the two sides include but are not limited to: jointly building a new comprehensive energy station; Hydrogen energy application demonstration base; Refined oil and easyJet service items; Commodity cooperation projects.
Zhejiang Jiahua Energy Chemical Industry Co.Ltd(600273) : it is proposed to repurchase shares of RMB 100 million to RMB 200 million
Zhejiang Jiahua Energy Chemical Industry Co.Ltd(600273) ( Zhejiang Jiahua Energy Chemical Industry Co.Ltd(600273) ) announced on April 22 that the shares to be repurchased will be used for equity incentive and reduction of the company’s registered capital. The repurchase amount will not be less than 100 million yuan and not more than 200 million yuan, and the repurchase price will not exceed 13.50 yuan / share.
Hubei Dinglong Co.Ltd(300054) : it is proposed to repurchase shares of RMB 200 million to RMB 400 million
Hubei Dinglong Co.Ltd(300054) ( Hubei Dinglong Co.Ltd(300054) ) announced on April 22 that the company plans to buy back the company’s shares for the implementation of employee stock ownership plan or equity incentive, and the total amount of funds to be used for repurchase shall not be less than 200 million yuan and not more than 400 million yuan; The repurchase price shall not exceed 29 yuan / share.
Fujian Nebula Electronics.Ltd(300648) : shareholder Tang Ping plans to reduce his shares by no more than 2.46%
Fujian Nebula Electronics.Ltd(300648) ( Fujian Nebula Electronics.Ltd(300648) ) announced on April 22 that Tang Ping, a shareholder holding 9.86% shares, plans to reduce his shares by no more than 2.46%.
Zwsoft Co.Ltd(Guangzhou)(688083) : the actual controller plans to increase the holding of shares of the company by RMB 12.5 million to 25 million
Zwsoft Co.Ltd(Guangzhou)(688083) ( Zwsoft Co.Ltd(Guangzhou)(688083) ) on April 22, it was announced that Du Yulin, the controlling shareholder, actual controller, chairman and general manager of the company, planned to increase the shares of the company through the ways allowed by the trading system of Shanghai Stock Exchange (including but not limited to centralized bidding, block trading, etc.) within 6 months from April 23, with a total increase of no less than 12.5 million yuan and no more than 25 million yuan.
Byd Company Limited(002594) : it is proposed to repurchase shares with RMB 1.8 billion to RMB 1.85 billion
Byd Company Limited(002594) ( Byd Company Limited(002594) ) on April 22, it was announced that the company planned to buy back all the shares for the employee stock ownership plan, with the proposed repurchase amount of no more than 1.85 billion yuan and no less than 1.8 billion yuan, and the repurchase price of no more than 300 yuan / share. The employee stock ownership plan will transfer the company’s shares to be repurchased by the company through non transaction transfer and other ways permitted by laws and regulations. The transfer price is 0 yuan / share. The participants do not need to contribute. The total number of participants in the employee stock ownership plan shall not exceed 12000.
