Take a look before going to bed! For investors to sort out the hot news and announcements of listed companies
The Shanghai stock index fell more than 5% and fell 3000 points. More than 4600 stocks fell
On April 25, the stock indexes of the two cities opened low and went low. The stock index fell by more than 5% and fell to 3000 points, the Shenzhen composite index fell by more than 6%, and the gem index fell by more than 5.5% and fell to 2200 points; The three major stock indexes hit new lows in the year; The turnover of the two cities has been enlarged, with a full day turnover of nearly 900 billion yuan and a net sale of more than 4 billion yuan from the north.
1800 stocks fell more than 9%! How to interpret the future market of the stock index falling behind 3000 points
Almost all sectors fell today, and the relatively strong foreign trade clothing direction last week also showed an obvious ebb trend today. Although the leading Zhejiang Sunrise Garment Group Co.Ltd(605138) was closed again, the internal loss effect of the sector surged out. Among them, Rumere Co.Ltd(301088) 20cm fell by the limit, Shandong Nanshan Fashion Sci-Tech Co.Ltd(300918) , Anhui Korrun Co.Ltd(300577) , Anhui Jinchun Nonwoven Co.Ltd(300877) , Mclon Jewellery Co.Ltd(300945) fell by more than 10%, and nearly 20 stocks fell by the limit. Under the background of such serious differentiation within the sector, even if there is a chance of short-term return in the future, it should still be considered in the seller’s thinking first.
Ba screen hot search! The Shanghai index fell 3000 points! Don’t be pessimistic yet. The expert interpretation is coming
A shares fell sharply, and many “brothers and sisters” of “stocks” and “funds” joined hands on the hot search! Recently, A-Shares continued to decline. From a comprehensive market point of view, it was caused by the agglomeration effect of multiple internal and external negative factors, including geographical situation factors, pessimistic investment sentiment, uncertain economic growth expectations, uncertain epidemic changes, etc. Analysts believe that A-Shares are still in the bottom grinding period and will be in the process of weak adjustment in the medium term. The market has relatively limited room for decline in the future and will gradually improve in the future.
Dragon and tiger list: 155 million rush to raise Huaan Securities Co.Ltd(600909) foreign capital net buy 2 shares, institutions net buy 8 shares
On April 25, Huaan Securities Co.Ltd(600909) , with a net inflow of 155 million yuan, was the largest among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 6.39% and a turnover of 1.528 billion yuan. The top net inflow of funds was Everbright Securities Company Limited(601788) Foshan Lvjing Road, which bought 128 million yuan. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 8 were net bought by the institution, and CNOOC was the most bought, amounting to 908277 million yuan. In addition, 16 shares were net sold by institutions, and Gansu Jingyuan Coal Industry And Electricity Power Co.Ltd(000552) was sold the most, amounting to 681846 million yuan.
Resumption of trading of 33 stocks: CNOOC broken board Huafang Co.Ltd(600448) 2 board Zhejiang Construction Investment Group Co.Ltd(002761) fried board
Today (April 25), the market opened low all day, and the three indexes fell by more than 5%. The Shanghai stock exchange closed below 3000 points, a new low since mid June 2020. The turnover of the two cities was 896.9 billion, 1436 billion compared with the previous trading day. On the disk, the decline of banks, securities and other sectors was relatively small. Internet e-commerce, digital currency, cloud games, rare earth, photoresist and other sectors led the decline. A total of 33 shares rose by the daily limit today, down 53 shares from 86 shares in the previous trading day. Among the Shenwan level industries, non bank finance and household appliances decreased slightly.
The three major stock indexes closed lower, and two stocks including Shanghai Yizhong Pharmaceutical Co.Ltd(688091) -u and CNOOC hit record highs
On April 25, the Shanghai stock index closed at 292851 points, down 5.13%; Shenzhen composite index closed at 1037928 points, down 6.08%; The gem index closed at 216900, down 5.56%. According to the data of China stock market news choice, the intraday share prices of two stocks hit record highs today, including Shanghai Yizhong Pharmaceutical Co.Ltd(688091) -u, CNOOC, etc. According to the data, 696 stocks recorded record lows today, including Semiconductor Manufacturing International Corporation(688981) , Arctech Solar Holding Co.Ltd(688408) , Jiangsu Sinopep-Allsino Biopharmaceutical Co.Ltd(688076) , Bank Of Xi’An Co.Ltd(600928) , Anker Innovations Technology Co.Ltd(300866) , Shanghai Gentech Co.Ltd(688596) , etc
blockbuster news
The State Council Office issued opinions on further releasing consumption potential and promoting sustainable recovery of consumption
The opinions require that financial institutions be guided to optimize credit management, provide financing support to industrial enterprises seriously affected by the epidemic, and avoid industrial loan restriction, loan withdrawal and loan interruption. We will continue to implement the policy of periodically reducing the premium rates of unemployment insurance and work-related injury insurance. For enterprises that do not lay off staff and reduce staff, we will implement the policy of stable post return of unemployment insurance. Clean up the unreasonable price increase in the power transfer link.
Central bank: cut the foreign exchange deposit reserve ratio of financial institutions by 1 percentage point
In order to improve the ability of financial institutions to use foreign exchange funds, the people’s Bank of China has decided to reduce the foreign exchange deposit reserve ratio of financial institutions by 1 percentage point from May 15, 2022, that is, the foreign exchange deposit reserve ratio will be reduced from the current 9% to 8%.
Heavy! The central bank convened a meeting between financial institutions and 12 real estate enterprises, involving the rescue of M & a business
It is reported that the central bank convened a meeting of commercial banks and a number of real estate companies, covering real estate M & A and other issues. 12 real estate enterprises including Shimao Group, Zhongliang holdings, Evergrande group and jiazhaoye attended the meeting. People close to Zhongliang confirmed that the news was true and the meeting was indeed held. The meeting mainly talked about the disposal of non-performing assets Yango Group Co.Ltd(000671) a person told reporters that there were meetings. At present, AMC institutions are willing to undertake such business.
The State Tobacco Monopoly Administration issued several policies and measures on promoting the legalization and standardization of e-cigarette industry
In accordance with the relevant industrial policies and regulations of the state, the investment behavior of e-cigarettes shall be strictly managed. Where a market entity intends to form new production capacity or expand production capacity through fixed asset investment, it shall report to the competent department of tobacco monopoly administration under the State Council for examination. Reasonably control the scale of production capacity and prevent the blind expansion and repeated construction of e-cigarette production enterprises.
State Council Office: steadily increase automobile and other bulk consumption, and all regions shall not add automobile purchase restriction measures
The general office of the State Council issued opinions on further releasing consumption potential and promoting the sustained recovery of consumption. We will remove institutional barriers and hidden barriers in some key service consumption areas in an orderly manner, promote the coordination and unification of standards, rules and policies in different regions and industries, and simplify and optimize the handling procedures of relevant licenses or certificates. Steadily increase automobile and other bulk consumption, and all regions shall not add automobile purchase restriction measures. Regions that have implemented purchase restriction shall gradually increase the number of automobile increment indicators and relax the qualification restrictions of car buyers.
Ministry of Foreign Affairs: China firmly promotes the Omicron interdiction war and is bound to win
Foreign Ministry spokesman Wang Wenbin said that China’s relevant epidemic prevention measures have achieved the maximum prevention and control effect at the least cost and minimized the impact of the epidemic on economic and social development, which is an objective fact recognized by the international community.
China’s efforts and achievements in epidemic prevention have not only been highly praised by the World Health Organization, but also highly recognized and supported by the Chinese people.
State Administration of market supervision: the special law enforcement action against unfair competition was launched in 2022
The State Administration of Market Supervision recently issued a notice to deploy the special law enforcement action against unfair competition in 2022, focus on key points, standardize competition and promote the construction of a national unified market. The special law enforcement action highlights five key areas: highlight key areas and focus on the competitive order in the fields of people’s livelihood and new consumption, important commodity and factor markets, and the new economy. Highlight key industries and focus on chaos in industries such as early education, intermediary, third-party evaluation, medical beauty and hair transplantation.
How will the optional individual pension develop in the future? Multisectoral response
At the regular policy briefing of the State Council held today, relevant heads of the Ministry of human resources and social security and the Ministry of Finance introduced the relevant information of the “opinions of the general office of the State Council on promoting the development of individual pensions”. The person in charge of the China Banking and Insurance Regulatory Commission said that relevant policies such as the measures for the management of individual pension business of commercial banks are being studied and formulated to ensure the launch of more bancassurance products with safe operation, maturity and stability, standardized subject matter and long-term value preservation
hot spot stocks
No exports! The first producer of palm oil issued a limit order, the price of edible oil rocked, and funds rushed to raise concept stocks
Indonesia’s policy of restricting the export of palm oil further shrinks the global oil supply Other important oil products can only be purchased from Malaysia, Indonesia, etc., or can only be purchased from India. The policy will affect industries, including vegetable oil enterprises such as Yihai Kerry Arawana Holdings Co.Ltd(300999) , Xiwang Foodstuffs Co.Ltd(000639) , Hainan Jingliang Holdings Co.Ltd(000505) and food processing enterprises such as Master Kang, Chacha food, yantianpu and Ganyuan Foods Co.Ltd(002991) .
Spring breeze and green A shares Xiwang Foodstuffs Co.Ltd(000639) , Daodaoquan Grain And Oil Co.Ltd(002852) out of the encirclement, these risk aversion sectors may carry down!
Huaan Securities Co.Ltd(600909) said that bank stocks still have great prospects. Under the background of tightening international liquidity and China’s steady growth, if the effect of steady growth is confirmed by data, such as stabilizing investment growth, the overall market will be conducive to value style. Before confirmation, in the tug of war between the epidemic and external adverse factors and the expectation of stable growth, the market fluctuates in the style rotation, and there are still opportunities for high-quality bank stocks with undervalued value and regional banks with stable growth.
Investment strategies of eight securities companies: how to understand the recent exchange rate changes? How to go in the future? Analysis of the impact of exchange rate fluctuations on a shares!
Gf Securities Co.Ltd(000776) said that the devaluation of the RMB was good for the textile manufacturing sector. The devaluation of RMB is conducive to improving the competitiveness of export products of enterprises in the sector, enabling enterprises to get more orders and driving the growth of exports, especially under the background of the gradual reduction of order return with the improvement of the epidemic in Southeast Asia. In addition, it helps to delay the textile manufacturing sector to a certain extent. Before the epidemic, due to the continuous rise of China’s labor, environment and other production costs, including the continuous slowdown of export growth, Even negative growth
selected announcements of listed companies
Henan Ancai Hi-Tech Co.Ltd(600207) : ignition of photovoltaic glass production line of holding subsidiary
Henan Ancai Hi-Tech Co.Ltd(600207) ( Henan Ancai Hi-Tech Co.Ltd(600207) ) on April 25, it was announced that the construction of Jiaozuo Ancai photovoltaic glass project with an annual output of 180000 tons, a holding subsidiary of the company, had been completed. On April 24, Jiaozuo Ancai photovoltaic glass kiln was successfully ignited. The project has the ability to produce ultra-thin and large-scale photovoltaic glass, which can meet the needs of 182mm, 210mm and other photovoltaic module products, and is in line with the development trend of large-scale photovoltaic modules.
Jiangsu Jiejie Microelectronics Co.Ltd(300623) : it is proposed to invest 650 million yuan in the construction of high-end power semiconductor industrialization project (phase II)
Jiangsu Jiejie Microelectronics Co.Ltd(300623) ( Jiangsu Jiejie Microelectronics Co.Ltd(300623) ) announced on April 25 that the board of directors agreed to build the “high-end power semiconductor industrialization construction project (phase II)” in the holding subsidiary of jiejie Nantong technology, with a total investment of 650 million yuan.
Jiangsu New Energy Development Co.Ltd(603693) : the person acting in concert of the controlling shareholder intends to increase the holding of shares of the company by 250 million yuan to 500 million yuan
Jiangsu New Energy Development Co.Ltd(603693) ( Jiangsu New Energy Development Co.Ltd(603693) ) on April 25, it was announced that Jiangsu Guoxin Corp.Ltd(002608) , the person acting in concert of Guoxin group, the controlling shareholder of the company, planned to increase the shares of the company from April 26 to December 31, with the proposed increase amount of no less than 250 million yuan and no more than 500 million yuan. The price range is not set in the share increase plan.
Zhejiang Weiming Environment Protection Co.Ltd(603568) : signed strategic cooperation agreement on new lithium battery materials with Chengtun Mining Group Co.Ltd(600711) , Qingshan holdings
Zhejiang Weiming Environment Protection Co.Ltd(603568) ( Zhejiang Weiming Environment Protection Co.Ltd(603568) ) announced on April 25 that the company signed the strategic cooperation framework agreement for lithium battery new material project with Chengtun Mining Group Co.Ltd(600711) , Qingshan holdings. The three parties plan to jointly plan and invest in the development and construction of high matte nickel refining, high nickel ternary precursor production, high nickel cathode material production and related supporting projects in Wenzhou, with an annual output of 200000 tons of high nickel ternary cathode material; The three parties signed the investment agreement of Wenzhou lithium battery new material industry base project with the people’s Government of Longwan District, Wenzhou City.
Zibo Qixiang Tengda Chemical Co.Ltd(002408) : 80000 T / a methyl ethyl ketone expansion project completed and put into operation
Zibo Qixiang Tengda Chemical Co.Ltd(002408) ( Zibo Qixiang Tengda Chemical Co.Ltd(002408) ) it was announced on April 25 that at present, the 80000 T / a methyl ethyl ketone project production line invested and expanded by the company has been completed, the whole plant process has been connected, and qualified products have been produced successfully, realizing the success of one-time start-up. After the project is put into operation, the production capacity of methyl ethyl ketone products of the company will exceed 260000 tons / year. The subsequent company will further optimize relevant process parameters according to the operation of the unit to make the unit reach production as soon as possible.
China Communications Construction Company Limited(601800) : planning the spin off and listing of subsidiaries and signing the intention agreement
China Communications Construction Company Limited(601800) ( China Communications Construction Company Limited(601800) ) announced on April 25 that the company plans to spin off its subsidiaries, public Planning Institute, first public hospital and second public hospital, and realize reorganization and listing through reorganization with Gansu Qilianshan Cement Group Co.Ltd(600720) . The company signed the agreement of intent on major asset restructuring with Gansu Qilianshan Cement Group Co.Ltd(600720) and its related parties, urban and rural China, and agreed that China Communications Construction Company Limited(601800) plans to replace 100% of the equity of the public Planning Institute, the first public hospital and the second public hospital held by China Communications Construction Company Limited(601800) and that urban and rural China plans to replace 100% of the equity of Southwest Institute, Northeast Institute and Energy Institute with all the assets and liabilities of Gansu Qilianshan Cement Group Co.Ltd(600720) and that the insufficient part of Gansu Qilianshan Cement Group Co.Ltd(600720) will be purchased from China Communications Construction Company Limited(601800) and urban and rural China by issuing shares.
Sichuan New Energy Power Company Limited(000155) : the controlling shareholder intends to increase its holding of 1.5% – 2% of the company’s shares
Sichuan New Energy Power Company Limited(000155) Sichuan New Energy Power Company Limited(000155) ( Sichuan New Energy Power Company Limited(000155) ) announced on April 25 that the controlling shareholder of the company, Sichuan energy investment, plans to increase its shares with its own funds within six months from April 26. The number of shares to be increased is not less than 22138900 shares (1.5% of the total share capital of the company) and not more than 29518500 shares (2% of the total share capital of the company).
In addition, the company plans to acquire 46.5% equity of Sichuan energy investment Dingsheng Lithium Industry Co., Ltd., 43.74% equity of Sichuan Guoli lithium Materials Co., Ltd. and 70% equity of Beijing Qidi Qingyun Energy Technology Co., Ltd.
Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) : it is proposed to repurchase shares with RMB 100 million to RMB 200 million
Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) ( Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) ) it was announced on April 25 that the company plans to repurchase shares for the later implementation of employee stock ownership plan or equity incentive. The repurchase price range is no more than 22 yuan / share, and the total amount of funds to be used for repurchase is 100200 million yuan.
Longxing Chemical Stock Co.Ltd(002442) : it is proposed to raise no more than 1.604 billion yuan for carbon based new material circular economy industry project
Longxing Chemical Stock Co.Ltd(002442) ( Longxing Chemical Stock Co.Ltd(002442) ) on April 25, it was announced that the total amount of funds raised by the proposed non-public offering of shares would not exceed 1.604 billion yuan, and the net amount of funds raised after deducting the issuance expenses would be used for Shanxi Longxing carbon based new material circular economy industry project (phase I). The issuing objects are no more than 35 specific investors, including Liu Pengda, chairman of the company, and the number of shares to be subscribed is no less than 5 million shares and no more than 10 million shares.
Shenzhen Inovance Technology Co.Ltd(300124) : it is proposed to invest 3 billion yuan in the construction of Changzhou new energy vehicle project phase II
Shenzhen Inovance Technology Co.Ltd(300124) ( Shenzhen Inovance Technology Co.Ltd(300124) ) announced on April 25 that the company plans to invest in the construction of new energy vehicle core parts project (phase II) (hereinafter referred to as “Changzhou new energy vehicle project phase II”) near the phase I plot. The construction contents include the production workshops and supporting facilities involved in new energy vehicle electric drive system, motor, motor controller, power supply system and other products, and the total planned investment is no more than 3 billion yuan.
Beijing Jingneng Power Co.Ltd(600578) : Several photovoltaic power generation projects to be invested
Beijing Jingneng Power Co.Ltd(600578) ( Beijing Jingneng Power Co.Ltd(600578) ) announced on April 25 that Ningdong new energy, a wholly-owned subsidiary of the company, plans to invest in the construction of Jingneng Ningdong 150MW centralized composite power generation project, with a total investment of 641 million yuan; Shanxi Zhangshan Power Generation Co., Ltd., a wholly-owned subsidiary, invested in the construction of 100MW photovoltaic power generation project in Changzi county through its wholly-owned subsidiary Jinglu new energy, with a total investment of 536 million yuan; Jinghai power generation, the holding subsidiary of the company, plans to invest in the construction of Jinghai power generation 100MW photovoltaic power generation project, with a total investment of 502 million yuan.
