Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors' reference
The Shanghai stock index fell 1.44% and fell 2900 points, led by the securities trader sector
On April 26, the stock index rose and fell in the session, and then rebounded at the bottom driven by wine making, real estate and other sectors, once rising by more than 1%, and fell again in the afternoon, losing 2900 points; The Shenzhen Component Index and the gem index rebounded strongly during the session. The Shenzhen Component Index rose by more than 1% at one time, and the gem index rose by more than 2% and fell lower in the afternoon; The turnover of the two cities shrank compared with yesterday, with a full day turnover of nearly 840 billion yuan and a net purchase of about 1.5 billion yuan from the north.
Lose again at 2900! After the second freezing point of short-term emotion, will the repair rebound come?
Today's market hot spots are closely centered on the main line of "stable growth". The major consumption direction took the lead in ushering in a rebound, with hotel catering, wine making, food and beverage and other sectors leading the increase. Under the background of the relatively high degree of certainty of the current market, the capital index can still keep a sharp jump in the afternoon, which can reflect the current direction of the market.
The stock index broke 2900 points, consumer stocks powered, brokerage stocks under pressure, and A-Shares entered the golden pit?
On Tuesday (April 26), the three major A-share indexes fell across the board. Nevertheless, there are still hot and active sectors in the market - affected by favorable policies, accommodation, catering, tax-free concept and other sectors have bucked the market and strengthened one after another. Some institutions shouted that the current point is this year's golden pit. Another private placement said: the evolution of epidemic prevention and control is the most critical factor determining the market. What is the future market and where are the investment opportunities? For the future market of a shares, institutions generally said that the market is close to the bottom, and this stage is the best time to allocate stock assets.
Dragon and tiger list: 431 million yuan to raise funds, CNOOC foreign capital net bought 11 shares, and institutions net bought 20 shares
On April 26, among the stocks on the list, CNOOC had the largest net capital inflow, amounting to 431 million yuan. The data showed that the stock fell 4.69% and the turnover rate was 26.88%. The net capital flows into the top China Merchants Securities Co.Ltd(600999) Shenzhen China Merchants Securities Co.Ltd(600999) building and buys 110 million yuan. A total of 53 stocks were involved in the institutional participation list, of which 20 were net bought by the institution, and CNOOC was the most bought, amounting to 639 million yuan. In addition, 33 shares were net sold by institutions, and Chinalin Securities Co.Ltd(002945) was sold the most, amounting to 587877 million yuan.
Resumption of trading of 46 shares limited: Zhejiang Construction Investment Group Co.Ltd(002761) reverse package Cccg Real Estate Corporation Limited(000736) broken board Changzhou Qianhong Biopharma Co.Ltd(002550) 2 board
Today (April 26), the market rose all day, fell back and dived in the afternoon. The three major indexes hit a new low. The Shanghai stock index fell below the 2900 point integer mark. The turnover of the two cities was 838.8 billion, a decrease of 58.1 billion compared with the previous trading day. On the disk, fentanyl, duty-free stores, hepatitis, super brands and other sectors led the rise, while textile and clothing, coal, securities, sub new shares and other sectors led the decline. A total of 46 shares rose by the daily limit today, an increase of 13 shares compared with the daily limit of 33 shares on the previous trading day. Among the Shenwan level industries, beauty care and food and beverage led the rise in the two cities.
Stock index fell below 2900 points Shanghai Yizhong Pharmaceutical Co.Ltd(688091) -u hit a record high
On April 26, the Shanghai stock index closed at 288643 points, down 1.44%; Shenzhen composite index closed at 1020664 points, down 1.66%; The gem index closed at 215051 points, down 0.85%. According to China stock market news choice, the intraday share prices of two stocks hit record highs today, including Shanghai Yizhong Pharmaceutical Co.Ltd(688091) -u. According to the data, the intraday share prices of 797 stocks hit a record low today, including Beijing Orient Landscape & Environment Co.Ltd(002310) , Alpha Group(002292) , Mls Co.Ltd(002745) , Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) , etc
blockbuster news
Xi Jinping : comprehensively strengthen infrastructure construction and build a modern infrastructure system
According to CCTV news, Xi Jinping presided over the 11th meeting of the central financial and Economic Commission and stressed that we should comprehensively strengthen infrastructure construction and build a modern infrastructure system to lay a solid foundation for building a modern socialist country in an all-round way.
Central financial and Economic Commission: we should guide market expectations, clarify policy guidance and principles, and stabilize market confidence
Xi Jinping presided over the 11th meeting of the central financial and Economic Commission. The meeting stressed the need to coordinate the two major events of development and security, firmly establish the bottom line thinking, effectively strengthen the ability of major risk prediction and early warning, and have practical response plans and specific operable measures. All regions and departments should accurately understand the spirit of the decision-making and deployment of the central financial and Economic Commission, take the initiative to shoulder responsibilities and act actively, and jointly promote the implementation of the decision-making and deployment. We should strengthen evaluation and supervision, do a good job in comprehensive balance, and correct errors in time if there are problems. We should enhance the effectiveness of implementation and evaluate the effectiveness of implementation in all aspects with practical results. We should guide market expectations, clarify policy guidance and principles, and stabilize market confidence. We should strengthen supervision and inspection, carry out follow-up and ask for results, and constantly improve the effectiveness of implementation.
The CSRC issued opinions on accelerating the high-quality development of the public fund industry
Guide fund managers to build a team, platform and integrated investment and research system, increase the proportion of investment and research personnel, improve the echelon training plan of investment and research personnel, do a good job in the accumulation and inheritance of investment and research ability, and reverse the development mode of over reliance on "star fund managers". Promote fund managers to realize the research coverage of macro, strategy, industry and company in all dimensions, and effectively improve the pricing ability of stock issuance. Guide fund managers to adhere to the concept of long-term investment and value investment, take effective regulatory measures to limit the behaviors of "style drift" and "high turnover rate" to win short-term transaction income, and give full play to the function of "stabilizer" and "ballast" of the capital market.
Shanghai Securities, futures and Fund Industry Association issued a voice: firmly maintain market stability
On April 26, Shanghai Securities Association, Futures Association and Fund Association jointly issued the notice on matters related to further improving epidemic prevention and control and serving economic development in Shanghai Securities and futures fund industry. The circular said that in order to further coordinate the epidemic prevention and control, market stability and services to support Shanghai's economic development, Shanghai's securities and futures fund operating institutions and all employees should strengthen their confidence and remain determined; Fulfill the main responsibilities and make relevant work arrangements; Firmly maintain market stability and give full play to the positive role of industry institutions.
Down, down, down! Big banks cut the ordinary fixed deposit interest rate by 10 basis points, and joint-stock banks followed suit to cut the interest rate of deposit products
Recently, the interest rates of 2-year and 3-year ordinary time deposits of China Construction Bank, ICBC and Bank of China have been generally reduced by 10 basis points.
Among them, the two-year time deposit interest rates of the three banks were lowered to 2.5%. The interest rate of three-year time deposits of ICBC and CCB was lowered to 3.15%; The interest rate of term deposits of more than RMB 30000 to less than RMB 30000 will be reduced by 2.05% from the Bank of China. In addition, although the Agricultural Bank of China has not adjusted the interest rate of ordinary time deposits for the time being, the interest rate of the bank remains at a low level in the same industry, with the interest rate of 2.25% for two-year deposits and 2.75% for three-year deposits.
The State Tobacco Monopoly Administration issued the detailed rules for the implementation of the pre examination of the initial public offering and listing of e-cigarette related enterprises at home and abroad
E-cigarette related enterprises that intend to make initial public offering and listing at home and abroad shall submit pre examination application documents and relevant materials to the competent department of tobacco monopoly administration under the State Council, and the subsequent issuance and listing procedures can be performed only after they are examined and approved by the competent department of tobacco monopoly administration under the State Council. The pre examination of the IPO and listing application of e-cigarette related enterprises does not indicate that they make a substantive judgment or guarantee on the investment value or investor income of the securities.
FDA: deepen the reform of the review, approval and supervision system and mechanism of traditional Chinese Medicine
On the 24th, the State Food and Drug Administration held a meeting to promote the work related to the special rectification of drug safety. The meeting defined the next work of the national drug administration system. We should deepen the reform of the review, approval and regulatory system and mechanism of traditional Chinese medicine. We will continue to improve the system construction of laws and regulations, technical specifications and guiding principles, optimize the registration and management system of traditional Chinese medicine, accelerate the construction of the evaluation evidence system combining traditional Chinese medicine theory, human experience and clinical trials, strictly supervise the approval, filing and dispensing of traditional Chinese medicine preparations in medical institutions, promote the innovation and research and development of new traditional Chinese medicine preparations and the innovation and transformation of traditional Chinese medicine preparations in medical institutions, and comprehensively promote the inheritance, innovation and development of traditional Chinese medicine
hot spot stocks
The industrial chain investment plan has exceeded 1.2 trillion! The new scale of new energy storage has exceeded 2gw! Opening of large-scale development of energy storage market
Sun Zhengyun, vice president and Secretary General of China Energy Research Association, said that with the "double carbon" east wind, the energy storage industry has ushered in an unprecedented upsurge of attention and investment. In 2021, the state and local governments issued more than 300 energy storage related policies, and the industrial chain investment plan has exceeded 1.2 trillion. New energy storage enterprises have made great breakthroughs in financing and technology, and the large-scale development of energy storage has come.
Zhejiang Construction Investment Group Co.Ltd(002761) too burning, driving the full outbreak of engineering construction! Real estate stocks are also ready to move
Soochow Securities Co.Ltd(601555) pointed out that the central bank has issued 23 anti epidemic financial measures to give advanced support to real estate, urban investment and construction enterprises. In March, infrastructure continued to rise. Although the downward trend of real estate has not been reversed, the positive effects are accumulating. From the perspective of Zhengzhou, which relaxed significantly earlier, the transaction data has not been significantly reflected, and the forward-looking indicators such as the volume of views have been significantly improved. We believe that due to the impact of the epidemic and inflation, the recovery of fundamentals may be slow and tortuous, but the gradual recovery of performance growth in the next four quarters is a high probability. As a core variety in the investment chain, building materials need more attention, whether it is cyclical or growing.
Theme strategy of eight securities companies: pay attention to the recovery of consumption after the epidemic! Who will be the pioneer of the rebound in food and beverage, retail and logistics?
Kaiyuan Securities said that it is optimistic that the impact of the epidemic on consumption will be maximized in the second quarter, and the follow-up should converge upward with the rhythm of epidemic control. We believe that when the industry recovers, the market probably favors the epidemic damaged stocks with undervalued value and high prosperity. The logic is that after the opening of the consumption scenario, some industries can have rapid consumption compensation or rebound, and companies with fast growth and good growth may become the target of the market
selected announcements of listed companies
Feilong Auto Components Co.Ltd(002536) : received the letter of intent of vinfast automobile fixed point in Vietnam
Feilong Auto Components Co.Ltd(002536) ( Feilong Auto Components Co.Ltd(002536) ) it was announced on April 26 that the company recently received the letter of intent for fixed point of vinfast automobile in Vietnam. According to the letter of intent, the company has become a designated supplier of electronic water pump and thermal management control valve for a project of vinfast automobile in Vietnam. Up to now, the company has received fixed-point of several projects of vinfast automobile in Vietnam, involving the company's electronic water pump and thermal management control valve products, and various models applied to vinfast automobile in Vietnam. The sales revenue of the fixed-point project is expected to reach 630 million yuan in the life cycle of the project.
Ling Yun Industrial Corporation Limited(600480) : received the notice of project designation of North American new energy vehicle enterprises
Ling Yun Industrial Corporation Limited(600480) ( Ling Yun Industrial Corporation Limited(600480) ) announced on April 26 that the company received the fixed-point notice of energy storage cabinet thermal management system pipeline project and high-strength steel body structure project of mainstream new energy vehicle enterprises in North America. The project is expected to be mass produced in September 2022.
Ningbo Shanshan Co.Ltd(600884) : the subsidiary plans to invest in the construction of an annual output of 300000 tons of lithium-ion battery cathode material integration base project
Ningbo Shanshan Co.Ltd(600884) ( Ningbo Shanshan Co.Ltd(600884) ) it was announced on April 26 that Shanghai Shanshan lithium battery material technology Co., Ltd., a subsidiary of the company, plans to set up a project company in Anning, Yunnan Province and invest in the construction of an integrated base of lithium ion battery cathode materials with an annual output of 300000 tons. The total planned investment in fixed assets is about 9.7 billion yuan (excluding working capital).
Changzhou Almaden Co.Ltd(002623) : the subsidiary plans to invest 2.896 billion yuan in the construction of phase I project of large-size display optical lamination production line
Changzhou Almaden Co.Ltd(002623) ( Changzhou Almaden Co.Ltd(002623) ) it was announced on April 26 that Changzhou Almaden Co.Ltd(002623) Xinxi, a wholly-owned subsidiary of the company, plans to invest in the construction of 10 million large-scale display optical bonding production lines (phase I) in Fengning modern industrial park, Fengyang County, Chuzhou City, Anhui Province - to build 5 million large-scale display optical bonding production lines with an annual output, with a total investment estimated at 2.896 billion yuan.
Xiamen Tungsten Co.Ltd(600549) : 15000 ton production expansion project of lithium ion battery materials comprehensive production workshop proposed
Xiamen Tungsten Co.Ltd(600549) ( Xiamen Tungsten Co.Ltd(600549) ) announced on April 26 that the company plans to build a new comprehensive production workshop in Xtc New Energy Materials(Xiamen) Co.Ltd(688778) Haijing base, a subordinate company, and realize an annual production capacity of 15000 tons of lithium ion cathode materials through equipment procurement and installation, with an investment of 471 million yuan; After the completion of the project, Haijing base will reach an annual production capacity of 85000 tons.
Suzhou Uigreen Micro&Nano Technologies Co.Ltd(688661) : the actual controller plans to hold an additional 5-10 million yuan of shares
Suzhou Uigreen Micro&Nano Technologies Co.Ltd(688661) ( Suzhou Uigreen Micro&Nano Technologies Co.Ltd(688661) ) announced on April 26 that Luo Xingshun, the actual controller, chairman and general manager of the company, plans 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 12 months from April 27, 2022, with a total increase of no less than 5 million yuan and no more than 10 million yuan.
Zhejiang Longsheng Group Co.Ltd(600352) : it is proposed to buy back shares with RMB 500 million-1 billion
Zhejiang Longsheng Group Co.Ltd(600352) ( Zhejiang Longsheng Group Co.Ltd(600352) ) on April 26, it was announced that the company planned to buy back shares with 500 million yuan to 1 billion yuan for employee stock ownership plan or equity incentive plan.
The repurchase price shall not exceed 13 yuan / share.
Sichuan Kelun Pharmaceutical Co.Ltd(002422) : it is proposed to repurchase shares with RMB 100 million-200 million
Sichuan Kelun Pharmaceutical Co.Ltd(002422) ( Sichuan Kelun Pharmaceutical Co.Ltd(002422) ) it was announced on April 26 that the company plans to repurchase shares with RMB 100 million to RMB 200 million for the implementation of employee stock ownership plan or equity incentive. The repurchase price shall not exceed 24 yuan / share.
Jointown Pharmaceutical Group Co.Ltd(600998) : it is proposed to repurchase shares with RMB 300 million-600 million
Jointown Pharmaceutical Group Co.Ltd(600998) ( Jointown Pharmaceutical Group Co.Ltd(600998) ) on April 26, it was announced that the company planned to repurchase shares with RMB 300 million to RMB 600 million, all of which were used for the employee stock ownership plan. The repurchase price shall not exceed 19.9 yuan / share.
Riyue Heavy Industry Co.Ltd(603218) : it is proposed to build a key component project of wind power generation with an annual output of 200000 tons (100000 tons in phase I)
Riyue Heavy Industry Co.Ltd(603218) ( Riyue Heavy Industry Co.Ltd(603218) ) announced on April 26 that the company plans to invest in the construction of key components of wind power generation with an annual output of 200000 tons (phase I 100000 tons) in the West Park of Jiuquan economic and Technological Development Zone, with a total investment of 3.102 billion yuan. The total investment in fixed assets of the project is about 1.228 billion yuan.
Chongqing Sokon Industry Group Stock Co.Ltd(601127) : at present, the company has sufficient orders and normal production and operation
Chongqing Sokon Industry Group Stock Co.Ltd(601127) ( Chongqing Sokon Industry Group Stock Co.Ltd(601127) ) announced on April 26 that at present, the company has sufficient orders and normal production and operation. The company has made preparations in advance, actively taken measures to ensure the supply of raw materials and key parts to the greatest extent, tried its best to minimize the impact of the epidemic and ensure the stability of production and operation. The company has signed long-term capacity guarantee contracts with Contemporary Amperex Technology Co.Limited(300750) and other core suppliers, and the holding subsidiary of the company has signed capacity guarantee agreements between 2022 and 2026 with Contemporary Amperex Technology Co.Limited(300750) to stabilize the power battery supply chain of the company and provide strong guarantee for the delivery of new energy vehicles.
Ningbo Ronbay New Energy Technology Co.Ltd(688005) : signing strategic cooperation agreement with Weilan new energy
Ningbo Ronbay New Energy Technology Co.Ltd(688005) ( Ningbo Ronbay New Energy Technology Co.Ltd(688005) ) on April 26, it was announced that the company and Weilan new energy recently signed a strategic cooperation agreement, and the two sides will carry out comprehensive and in-depth cooperation in the strategy, technology, product development and supply chain of all / semi-solid batteries and materials. During the validity of the agreement, under the same business conditions, Weilan new energy will take Ningbo Ronbay New Energy Technology Co.Ltd(688005) as its first supplier of high nickel ternary cathode materials, and purchase no less than 30000 tons of solid lithium battery cathode materials from 2022 to 2025.
China Zhenhua (Group) Science & Technology Co.Ltd(000733) : it is proposed to raise no more than 2.518 billion yuan for projects such as capacity improvement of semiconductor power devices
China Zhenhua (Group) Science & Technology Co.Ltd(000733) ( China Zhenhua (Group) Science & Technology Co.Ltd(000733) ) on April 26, it was announced that the total amount of funds to be raised through non-public offering of shares would not exceed 2.518 billion yuan, all of which would be invested in the capacity improvement project of semiconductor power devices, the flexible intelligent manufacturing capacity improvement project of hybrid integrated circuits, the construction project of new resistance capacitance component production line, the construction project of intelligent production line of relays and control components Switch and display and control components R & D and industrialization capacity-building project and supplement working capital.
