Take a look before going to bed! It combs the heavy news, hot plate news and announcements of listed companies for investors' reference.
Gem index rose 2.64%: northward capital net bought 7 billion new energy tracks and collectively strengthened
The three major A-share indexes collectively closed up today, of which the Shanghai index rose 0.84% to close at 3597.43 points; The Shenzhen Component Index rose 1.39% to close at 14421.20; The gem index rose 2.64% to close at 3136.69. The market turnover reached 1.06 trillion yuan, most industry sectors closed up, new energy tracks collectively strengthened, and prefabricated vegetable concept stocks set off a wave of trading limits. Northbound funds bought a net 7.018 billion yuan today.
More than 800% on Andon Health Co.Ltd(002432) 42, sprint 10 times? More than 100 stocks in the two cities rose by more than 10%, and ultra-high voltage and prefabricated vegetables staged a daily limit tide one after another
Today, the three major indexes rebounded across the board, and the gem index continued to lead the rise. On the plate, the pre fabricated vegetables, UHV and covid-19 detection staged the limit tide. In terms of individual stocks, more than 3300 stocks in the two cities rose, more than 100 stocks rose by more than 10%, high-level stocks performed actively, Andon Health Co.Ltd(002432) and rose by more than 800% in 42 trading days. Covid-19 detection plate strong HENGQIANG, rising continuously in recent 5 trading days, with a cumulative increase of nearly 16%.
"Great benefits" detonate new energy! A shares and Hong Kong stocks rose together. Hi, trillion giants pulled 10%! The latest interpretation of the organization
The three A-share indexes collectively closed up today, with a market turnover of more than 1 trillion yuan. Most of the industry sectors closed up. Driven by the "great benefits", the new energy track collectively strengthened and detonated the sentiment of the market. Northbound funds bought a net 7 billion yuan today. Stocks in the three cities rose more and fell less, with more than 100 trading stocks, and the profit-making effect is strong. The 1.3 trillion giant "ningwang" Contemporary Amperex Technology Co.Limited(300750) rose by more than 5%, Byd Company Limited(002594) rose by more than 6%, Jiangsu Cnano Technology Co.Ltd(688116) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Youngy Co.Ltd(002192) and so on.
Dragon and tiger list: 170 million institutions rush to raise Yunnan Tin Co.Ltd(000960) 200 million hot money Zhejiang Orient Gene Biotech Co.Ltd(688298)
On January 12, Yunnan Tin Co.Ltd(000960) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net purchase amount of more than 300 million yuan. According to the data, the daily limit of the stock rose, the stock price rose by 27.25% in the past three trading days, and the intra day turnover rate was 61.97%. A total of 30 stocks were involved in the institutional participation in the dragon and tiger list, of which 17 were net bought by the institution, and Yunnan Tin Co.Ltd(000960) was the most bought, amounting to 173 million yuan. In addition, 13 shares were net sold by institutions, of which Shenzhen Jinjia Group Co.Ltd(002191) sold the most, amounting to 223 million yuan.
Resumption of trading of 106 stocks: Hubei Radio & Television Information Network Co.Ltd(000665) Earth Sky plate Andon Health Co.Ltd(002432) reduced trading limit, high demon stock trading limit tide
Today (January 12), the three major indexes rose, and the gem index rose by more than 2%. The turnover of the two cities was 1061.1 billion, 5.4 billion compared with the previous trading day. On the disk, prefabricated dishes, UHV, tourism, tobacco, covid-19 detection and other sectors rose at the forefront. Cement, steel, traditional Chinese medicine, real estate, port and other sectors led the decline. A total of 106 shares rose today, an increase of 34 shares over the 72 share limit of the previous trading day. Among the 28 primary industries in Shenwan, power equipment and non-ferrous metals led the two cities.
The gem index rose 2.64% Andon Health Co.Ltd(002432) , Aba Chemicals Corporation(300261) and other 13 shares to a record high
On January 12, the Shanghai stock index closed at 3597.43 points, up 0.84%; Shenzhen composite index closed at 14421.20 points, up 1.39%; The gem index closed at 3136.69 points, up 2.64%. According to the data of China stock market news choice, the intraday share prices of 13 stocks hit an all-time high today, including Andon Health Co.Ltd(002432) , Aba Chemicals Corporation(300261) . Data show that the intraday share price of one stock hit a record low today, including Shanghai Awinic Technology Co.Ltd(688798) .
blockbuster news
The State Council printed and distributed the "14th five year plan" for the development of digital economy
The State Council recently issued the 14th five year plan for the development of digital economy, which defines the guiding ideology, basic principles, development objectives, key tasks and safeguard measures for promoting the healthy development of digital economy during the 14th Five Year Plan period. By 2025, the added value of the core industries of the digital economy will account for 10% of China's GDP, the data element market system will be preliminarily established, the industrial digital transformation will reach a new level, the digital industrialization level will be significantly improved, the digital public services will be more inclusive and equal, and the digital economy governance system will be more perfect.
Central bank: RMB loans increased by 19.95 trillion yuan in 2021
In December, RMB loans increased by 1.13 trillion yuan, a year-on-year decrease of 123.4 billion yuan. At the end of December, the balance of broad money (M2) was 238.29 trillion yuan, a year-on-year increase of 9%, 0.5 percentage points higher than that at the end of last month and 1.1 percentage points lower than that in the same period of last year. In the whole year, RMB loans increased by 19.95 trillion yuan, an increase of 315 billion yuan year-on-year.
The average price of the first centralized procurement of Chinese patent medicine in China decreased by 42% and the maximum decreased by 82%
It was learned from the national medical insurance bureau that recently, Hubei took the lead in the bid opening of centralized procurement of 19 provincial alliance Chinese patent medicines, with a procurement scale of nearly 10 billion yuan. Finally, 97 enterprises and 111 products were selected, and the average price of the selected products decreased by 42.27% and the maximum decreased by 82.63%. According to the calculation of the annual demand of the 19 provincial alliance, it is estimated that the annual drug cost can be saved by more than 2.6 billion yuan.
State Council: increase support for 6G technology research and development, accelerate the layout of satellite communication networks, etc
The State Council printed and distributed the "14th five year plan" for the development of digital economy. The plan proposes to build an intelligent comprehensive digital information infrastructure with high-speed ubiquitous, integration of heaven and earth, cloud network integration, intelligence and agility, green, low-carbon, safety and controllability. Orderly promote the expansion of backbone network, cooperate to promote the construction of gigabit optical fiber network and 5g network infrastructure, promote 5g commercial deployment and large-scale application, prospectively lay out the sixth generation mobile communication (6g) network technology reserve, increase 6G technology R & D support, and actively participate in promoting 6G international standardization.
Private placement violations become the fuse? Securities companies are strictly prohibited from selling products with chaotic equity structure on a commission basis, and the scale of non-standard private placement custody shall not exceed 10%
Recently, some securities companies have received notification documents issued by the regulatory authorities, clearly requiring securities companies to standardize the consignment and custody business and effectively strengthen their risk prevention ability. The document points out the four major risk points of the consignment financial product business and the three major risk points of the asset custody business. It defines the follow-up regulatory requirements: it is strictly prohibited to sell or trust financial products that have not been reviewed or found that the client is not established according to law, the ownership structure is chaotic, there are major defects in corporate governance, there are major risks in investment management, and there are major violations of laws and regulations.
hot plate stocks
More than ten stocks trading limit! The prefabricated vegetable plate ignites the market, and the industry meets the demand. A list of core targets of the plate in the peak season
Guotai Junan Securities Co.Ltd(601211) Securities pointed out that the fundamentals of Volkswagen products were poor in 21 years due to the double squeeze of rising costs and weakening demand. Looking forward to 22 years, it is expected to show a trend of low before high after low. The main reason is that 22h2 demand will improve with the macroeconomic recovery, and the price increase is expected to be really digested by the terminal. Superimposed on the downward pressure on the cost side, the performance will be relatively significantly improved.
The Pacific Securities Co.Ltd(601099) securities also believes that in the whole year, moderate inflation in food prices, stable and even downward prices of industrial raw materials, and improvement on the demand side will lead to the expansion of net interest rates of food manufacturing enterprises.
These prefabricated dishes are on fire! The spring ploughing market is approaching, and the organization is firmly optimistic about new energy
Shanxi Securities Co.Ltd(002500) mentioned that the lazy house economy promotes the rapid development of the prefabricated vegetable industry. Chinese households are increasingly dependent on industrialized food production and socialized food supply. Prefabricated dishes simplify the tedious steps of buying, washing, cutting and cooking, integrate quality, nutrition and taste, and cater to the lifestyle of young consumer groups under the fast-paced life. In 2021, the space scale of Chinese prefabricated dishes is expected to reach 340 billion yuan, with a year-on-year increase of 18%. In the next 3-5 years, China's Prefabricated food industry is expected to become the next trillion catering market.
"House economy" is powerful! Research on the allocation value of power, cobalt and lithium stocks exposed in the next trillion catering market
Zhongtai Securities Co.Ltd(600918) said that with the in-depth promotion of the new round of power system reform, the power market trading mechanism has been gradually improved, and the proportion of market-oriented trading electricity has continued to increase, which will gradually restore the commodity attribute of power, and realize the "rise and fall" of electricity price, which will help to promote the more stable benefits of power enterprises. As it is difficult to significantly reduce the fuel cost of coal power in the short term, it is expected that the market-oriented transaction price of some power consuming provinces in 2022 will still rise compared with the benchmark price, which will help to alleviate the pressure on coal power enterprises caused by the rise of fuel cost.
Theme strategies of the eight securities companies: why should the power stocks break out again after a period of silence be favored by the institutions?
Caixin Securities said that under the double carbon background, the wind power industry ushered in long-term growth. With the deepening of the whole society's understanding of clean energy, the policy problems, technical and other economic problems, land and other resource problems faced by the development of wind power in China will be gradually solved; Similar to the development of photovoltaic, under the constraints of power grid consumption and natural resources, wind power, as a new energy that has achieved parity, will usher in long-term growth during the 14th Five Year Plan period from the perspective of demand and economy.
selected announcements of listed companies
Annil Co.Ltd(002875) : it is proposed to acquire 20% equity
Annil Co.Ltd(002875) (002875) announced on January 12 that Annil Co.Ltd(002875) design company, a wholly-owned subsidiary of the company, plans to transfer 20% of the equity of short video platform IP and brand agent operation enterprise Shenzhen Hongdong Vision Culture Communication Co., Ltd. held by Changsha Kangzhuo garment partnership (limited partnership) with cash of 80 million yuan. Tiktok will use the red moving horizon experience and resources to help companies sell live sales on the platform of Kwai Yin and fast hand, and enhance their profitability.
Citic Securities Company Limited(600030) performance express: net profit in 2021 increased by 54.2% year-on-year
Citic Securities Company Limited(600030) (600030) disclosed the performance express on January 12, and achieved an operating revenue of 76.570 billion yuan in 2021, a year-on-year increase of 40.80%; The net profit was 22.979 billion yuan, a year-on-year increase of 54.2%.
Petrochina Company Limited(601857) : the net profit in 2021 is expected to increase by 374% - 395%
Petrochina Company Limited(601857) (601857) disclosed the performance forecast on January 12. It is estimated that the net profit in 2021 will increase by 71 billion yuan to 75 billion yuan, a year-on-year increase of 374% to 395%. The sales of the company's main oil and gas products increased both in quantity and efficiency.
Zhejiang Yongjin Metal Technology Co.Ltd(603995) : it is proposed to invest in the project to process 700000 tons of wide cold-rolled stainless steel strip per year
Zhejiang Yongjin Metal Technology Co.Ltd(603995) (603995) announced on January 12 that the company plans to jointly invest in the establishment of Yongjin metal technology (Indonesia) Co., Ltd. in Indonesia through Xinyue assets, a wholly-owned subsidiary, and Qingzhan industry, a related party, to build a project with an annual processing capacity of 700000 tons of wide cold-rolled stainless steel strip. Among them, Xinyue assets holds 60% equity of the project company and Qingzhan industry holds 40% equity. The estimated total investment of the project is 2.133 billion yuan, including 1.257 billion yuan of construction investment. The planned construction period is 2 years. The commencement time depends on the completion time of various formalities.
Sichuan Furong Technology Co.Ltd(603327) : it is proposed to issue convertible bonds to raise no more than 640 million yuan for projects with an annual output of 100000 tons of recycled aluminum
Sichuan Furong Technology Co.Ltd(603327) (603327) announced on January 12 that the company plans to issue convertible bonds to raise no more than 640 million yuan. After deducting the issuance expenses, the net amount will be used for "60000 tons of consumer electronics aluminum profiles and deep processing project" and "100000 tons of recycled aluminum and round ingot project". In addition, the company plans to build a high-precision electronic consumption and new material high-end manufacturing base project in Luoyuan County, Fuzhou City, Fujian Province. It plans to purchase 942.3 mu of land at one time with an investment of 5 billion yuan. After the project is fully completed, the company will increase the production capacity of consumer electronics aluminum, which will help the company solve the problem of insufficient production capacity in peak season.
Aier Eye Hospital Group Co.Ltd(300015) : the vice chairman plans to increase his holding of no less than 5 million shares of the company
Aier Eye Hospital Group Co.Ltd(300015) (300015) announced on January 12 that on January 12, Li Li, vice chairman and general manager of the company, increased the holding of 300000 shares of the company, accounting for 0.0055% of the total share capital of the company; At the same time, it is planned to increase the number of shares of the company by no less than 5 million shares within 6 months after the announcement date, and the increase price is no more than 50 yuan / share.
Guoanda Co.Ltd(300902) : the actual controller plans to increase the company's shares by 10 million yuan to 20 million yuan
Guoanda Co.Ltd(300902) (300902) announced on January 12 that Hong Weiyi, the controlling shareholder, one of the actual controllers, chairman and general manager of the company, plans to increase his holdings of the company's shares through centralized bidding, block trading or other means permitted by laws and regulations within 6 months from January 10, The total capital amount of the proposed additional shares shall not be less than 10 million yuan and not more than 20 million yuan (including the recently increased capital amount of 5.5723 million yuan).
Hengtong Logistic Co.Ltd(603223) : the unanimous controlling shareholder intends to increase the company's shares by 30 million yuan to 60 million yuan
Hengtong Logistic Co.Ltd(603223) (603223) it was announced on January 12 that Nanshan investment, the concerted action person of Nanshan Group, the controlling shareholder of the company, increased 228300 shares of the company on that day, accounting for 0.08% of the total share capital of the company. Nanshan investment, the concerted actor of Nanshan Group, plans to increase its shares in the company at an appropriate price within three months from January 12. The amount of shares to be increased shall not be less than 30 million yuan and not more than 60 million yuan (including the amount of shares increased this time).
Gotion High-Tech Co.Ltd(002074) : the subsidiaries jointly won the bid for the 394 million yuan Huaibei Wanneng energy storage power station project
Gotion High-Tech Co.Ltd(002074) (002074) announced on January 12 that the consortium composed of Hefei GuoXuan, a wholly-owned subsidiary, and Southwest Electric Power Design Institute became the bid winner of "general contracting of Huaibei Wanneng energy storage power station phase I (103mw / 206mwh)", with a bid winning amount of 394 million yuan. The above winning projects will be specifically implemented by the company's energy storage business segment. After the completion of Huaibei Wanneng energy storage power station, it will become the power grid side lithium iron phosphate energy storage power station with the largest single capacity in China.
Eve Energy Co.Ltd(300014) : the proposed power battery R & D center building project
Eve Energy Co.Ltd(300014) (300014) it was announced on January 12 that the company and its subsidiary Huizhou Yiwei power planned to invest in the construction of the power battery R & D center building project in Zhongkai high tech Zone, of which the company invested 699 million yuan to build the "power battery R & D center" and build a new plant in plot 71-2, Chenjiang street, Zhongkai high tech Zone; Huizhou Yiwei power invested US $236 million to build a "common technology R & D and innovation service platform for electrochemical energy storage and power battery industry".
Shandong Fengyuan Chemical Co.Ltd(002805) : it is proposed to raise no more than 940 million yuan for the lithium iron phosphate cathode material production base project of lithium battery
Shandong Fengyuan Chemical Co.Ltd(002805) (002805) announced on January 12 that the total amount of funds raised by the company's proposed non-public offering shall not exceed 940 million yuan. After deducting the issuance expenses, it will be used for "production base project of lithium iron phosphate cathode material for lithium battery with an annual output of 50000 tons" and "supplementary working capital project". The objects of this non-public offering include Zhao Guanghui, the company's controlling shareholder, actual controller and chairman.
