Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors’ reference
A shares rebounded! The gem index rose 5.5%, the largest one-day increase in three years, and the new energy track soared collectively
The market fluctuated higher in the afternoon and ushered in a big rebound. The gem index rose by more than 5%, the largest one-day increase since February 2019. On the disk, the track stocks led by lithium battery rose sharply, and many stocks rose by the limit. Cyclical sectors rebounded collectively, and rare earth, chemical, coal and other sectors rose sharply. In terms of decline, the textile and garment sector continued to adjust. Overall, individual stocks rose more and fell less. More than 3900 stocks rose in the two cities, and more than 200 stocks rose by the limit or more than 10%.
The Jedi fought back! Gem refers to the largest one-day increase in three years. Is the bottom of the market really coming?
The biggest bright spot in today’s market is the full outbreak of track stocks, with a large amount of funds flowing back into lithium batteries (new energy), semiconductors and military industry. After a long period of in-depth consolidation in the early stage, the originally high valuation of track stocks has been basically repaired. From the current quarterly report, although the performance of individual stocks is not as good as expected, the track as a whole still continues to have high performance growth.
Hundred Changyang! Gem soared by more than 5%, and track stocks broke out collectively! Bottom establishment?
In the rebound this afternoon, track stocks with deep growth styles such as lithium batteries, photovoltaic, chips and military industry in the early stage became the backbone leading the rise, leading the gem index to rise by more than 5%, the largest intraday increase since February 2019. Since the adjustment in the first two trading days of this week, the seller’s analysts have made an intensive voice, saying that the market has entered a “bottom grinding period”. Today’s sharp rebound in the market reflects a significant easing of capital sentiment, and the venting of pessimistic expectations may be over.
Dragon and tiger list: 174 million rush to raise Zhejiang Construction Investment Group Co.Ltd(002761) foreign capital net buy 3 shares, institutions net buy 16 shares
On April 27, Zhejiang Construction Investment Group Co.Ltd(002761) , the largest net inflow of funds among the dragon and tiger stocks on the list, bought 174 million yuan in three days. Data show that the stock closed within the daily limit, up 22.28% in the past three days. The top net inflow of funds was China Galaxy Securities Co.Ltd(601881) Xiamen Meihu Road, with a net purchase of 732854 million yuan on the third day. A total of 36 stocks were involved in the institutional participation list, of which 16 were net bought by the institution, China Resources Double-Crane Pharmaceutical Co.Ltd(600062) was the most bought, with a net purchase of 961237 million yuan in three days. In addition, 20 shares were sold by institutions, and Jiangsu Zhongnan Construction Group Co.Ltd(000961) was sold the most, with a net sales of 108 million yuan in three days.
Resumption of 144 trading limit shares: Zhejiang Construction Investment Group Co.Ltd(002761) 2 Lianban CNOOC, Guangdong No.2 Hydropower Engineering Company Ltd(002060) Shouban
Today (April 27), the three major indexes rebounded, and the gem index rose by more than 5%, the largest one-day increase since February 2019. The turnover of the two cities was 917.7 billion, 78.9 billion compared with the previous trading day. On the disk, hjt battery, lithium battery, small metal, chip and other sectors led the increase, while textile and clothing, real estate services, retail, trade and other sectors led the decline. A total of 144 shares rose today, an increase of 98 shares compared with the limit of 46 shares on the previous trading day. Among the Shenwan level industries, power equipment and non-ferrous metals led the two cities
blockbuster news
National Standing Committee: strengthen the policy of stabilizing posts and promoting employment, and maintain stable employment and stable economic operation
Li Keqiang presided over the executive meeting of the State Council and decided to strengthen the policy of stabilizing posts and promoting employment, so as to maintain the stability of employment and the stable operation of the economy.
National regular meeting: from May 1 to the end of the year, the qualified express delivery income will be exempted from value-added tax
The national standing committee pointed out that it is necessary to strengthen the assistance to freight operators. From May 1 to the end of the year, the qualified express delivery income will be exempted from value-added tax. Launch 100 billion yuan of refinancing as soon as possible to support the financing of logistics, warehousing and other enterprises. Reasonably support the extension of auto loan repayment.
Jiangmen, Guangdong: 37 million yuan consumption coupons will be issued to home buyers
Today, the Bureau of housing and urban rural development and the Bureau of Commerce of Jiangmen City, Guangdong Province jointly hosted the press conference of “Jiangmen summer consumption promotion activities in 2022”. It was announced that from April 28, consumption vouchers with a total value of 37 million yuan will be issued to the top buyers who buy new commercial houses in Jiangmen City and go through the formalities of contract online signing. The event will last for two months.
Families of non registered residence residents in Nanjing can apply for house purchase after accumulatively paying social security for 6 months within one year
On the 27th, surging news learned from the Nanjing real estate transaction management hotline that the conditions for non registered residence households in Nanjing to apply for house purchase have been adjusted. Nanjing real estate transaction management staff said that at present, families who are not registered residence residents of the city can have new acceptance conditions. Within one year, they have paid personal income tax or social security in Nanjing for a total of six months, excluding supplementary payment.
Below LPR! A bank in Zhengzhou pushed the mortgage interest rate of 4.5% for college students within five years of graduation
Recently, it was reported that Zhongyuan Bank launched a mortgage interest rate lower than LPR for more than five years in Zhengzhou. On the afternoon of the 27th, Zhongxin Jingwei learned from several business outlets of Zhongyuan bank in Zhengzhou that the Bank launched preferential housing loan interest rate policies for college students within five years of graduation in Zhengzhou. The loan interest rate of the first house was as low as 4.5%, lower than the current LPR quotation of more than five years of 4.6%. The mortgage interest rate is lower than the LPR of more than five years, which is rare in the national mortgage market.
Putin ordered the extension of Russian fertilizer export restrictions until August 31
According to the news on the official website of the Russian President on April 27, Russian President Vladimir Putin instructed to extend the restrictions on Russia’s export of chemical fertilizer until August 31 and consider the possibility of further extending the restrictions. Meanwhile, Putin ordered the cancellation of import tariffs on agricultural machinery and accessories without similar products in Russia, including some combine harvesters and gardening machinery. In addition, the government allocated 7 billion rubles from the budget for the research and development of alternative products for fishing fleet equipment.
Zhejiang implemented 14 financial measures to support epidemic prevention and control and economic and social development
The people’s Bank of China and the State Administration of foreign exchange recently issued the notice on doing a good job in epidemic prevention and control and financial services for economic and social development. Hangzhou central sub branch of the people’s Bank of China and Zhejiang branch of the State Administration of foreign exchange quickly planned new ideas in terms of total financial guarantee, helping enterprises to rescue, reducing burden and cost, stabilizing progress and improving quality, sorted out 14 detailed measures, and organized the financial system of Zhejiang Province to strengthen its work and move forward. It is mentioned that the implementation of differentiated housing credit policies due to urban policies has promoted the steady and healthy development of the real estate market. Maintain the steady growth of real estate loans. Increase support for the first set of self occupied housing just needed. We will expand the supply of loans for real estate development and provide financial services for mergers and acquisitions of key real estate enterprise projects. Flexible adjustment of housing mortgage repayment arrangements for people affected by the epidemic
hot spot stocks
Capital construction stocks set off a rising tide! The agency predicts that the investment scale will reach 27 trillion during the 14th Five Year Plan period. List of main rush to raise concept stocks
China Securities Co.Ltd(601066) analysis shows that new infrastructure projects, transportation, energy, water network, new urbanization and other fields are the focus of investment, as well as a major opportunity to improve the quality and efficiency of new generation infrastructure investment.
According to China Securities Co.Ltd(601066) , the overall investment scale of new infrastructure during the 14th Five Year Plan period is about 27 trillion. The new infrastructure enables the old infrastructure, and the new situation of integrated development of new and old infrastructure will be further opened.
Contemporary Amperex Technology Co.Limited(300750) back above 400 yuan! Lithium concept explosion Mianyang Fulin Precision Co.Ltd(300432) 20cm limit
Northeast Securities Co.Ltd(000686) pointed out that in the future, the two high growth tracks of electric vehicles and energy storage will drive the continuous expansion of lithium demand, while the increment of mainstream lithium supply is limited. It is expected that the supply and demand of lithium industry will tighten in the next three years, and the lithium price is expected to remain high for a long time, promoting the continuous release of the performance of relevant companies.
Blow the counter attack rally! Lithium battery and photovoltaic track stocks broke out as the “king of popularity” Zhejiang Construction Investment Group Co.Ltd(002761) went crazy
Capital Securities said that the policy to promote the resumption of production in the automotive industry chain, and the demand for lithium and cobalt is expected to improve. At present, the epidemic still has a great impact on the demand for energy metals, and the price of lithium and cobalt is under pressure. Driven by the policy, the automotive industry chain in Shanghai is returning to production in an orderly manner. With the gradual restoration of smooth logistics, the impact of the epidemic may weaken, and the demand for lithium and cobalt is expected to recover rapidly. It is recommended to pay attention to Tianqi Lithium Corporation(002466) , Ganfeng Lithium Co.Ltd(002460) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Chengtun Mining Group Co.Ltd(600711) .
Theme strategy of eight securities companies: pay attention to the “dilemma reversal” of the real estate chain! Here comes the list of related subjects of cement, glass and building materials
Huachuang Securities said that combined with our recent grassroots research, the forward-looking indicators of the real estate market in some regions of Q1, such as visits and de chemical data, began to improve. It is expected that the follow-up will drive the rise of building materials demand, which is conducive to the improvement of capital and sales of industrial chain companies. In view of the strengthening of policy expectations, the marginal improvement on the demand side and the decline in the high crude oil price on the cost side, we continue to give priority to recommending the infrastructure chain and pay attention to the expected repair opportunities of the real estate chain
selected announcements of listed companies
Jingke energy: the conversion efficiency of the company’s 182n high-efficiency monocrystalline silicon battery has been certified by the Chinese Academy of Metrology
Jingke energy (688223) announced on April 27 that the conversion efficiency of 182n high-efficiency monocrystalline silicon battery (TOPCON) independently developed by Zhejiang Jingke Energy Co., Ltd., a wholly-owned subsidiary of the company, has been tested and certified by the third party of the Chinese Academy of metrology, and the conversion efficiency of full area battery has reached 25.7%, creating a new world record for the conversion efficiency of large-area n-type monocrystalline passivated contact (TOPCON) battery.
Zhejiang Wanliyang Co.Ltd(002434) : the DHT hybrid system of the company’s passenger car is supporting Chery Automobile and has entered the development stage before the formal mass production of the model
Zhejiang Wanliyang Co.Ltd(002434) ( Zhejiang Wanliyang Co.Ltd(002434) ) on April 27, it was announced that recently, the DHT hybrid system of passenger car independently developed by the company has completed the driving calibration and winter calibration of the sample car, and the fuel saving rate and power performance of the product have been highly recognized by Chery. According to the cooperation intention of both parties, the DHT hybrid system of the company’s passenger car is supporting Chery Automobile and has entered the development stage before the formal mass production of the model.
Zhejiang China Commodities City Group Co.Ltd(600415) : it is proposed to invest about 11.36 yuan in the construction of phase I project of Yiwu International Digital Logistics Market
Zhejiang China Commodities City Group Co.Ltd(600415) ( Zhejiang China Commodities City Group Co.Ltd(600415) ) announced on April 27 that the company plans to invest in the construction of Yiwu International Digital logistics market phase I project, with a total investment of about 1.136 billion yuan.
Hangzhou Alltest Biotech Co.Ltd(688606) : the subsidiary plans to invest in the R & D and production project of new diagnostic reagents
Hangzhou Alltest Biotech Co.Ltd(688606) ( Hangzhou Alltest Biotech Co.Ltd(688606) ) announced on April 27 that Fantian biology, a subsidiary of the company, plans to sign an investment agreement with the Management Committee of Haining Economic Development Zone, Zhejiang Province. Yinghai biology, a wholly-owned subsidiary of Fantian biology, is responsible for land bidding, auction and plant construction, investment and construction of new diagnostic test agent R & D and production projects. The total investment of the project is not less than 400 million yuan.
Jiangxi Ganneng Co.Ltd(000899) : it is proposed to invest 12.8 billion yuan in clean coal power and other projects
Jiangxi Ganneng Co.Ltd(000899) ( Jiangxi Ganneng Co.Ltd(000899) ) it was announced on April 27 that the company and Shanggao County People’s Government of Yichun city had friendly consultations and negotiations on the construction of clean coal power, new energy power generation projects and comprehensive energy services in Shanggao county. The two sides signed the project investment cooperation agreement on April 27. The company invested in the construction of 2000MW clean coal power project, 500mw-600mw centralized photovoltaic power generation project and comprehensive energy service project in Shanggao county. At the same time, the company expanded rural distributed photovoltaic power generation project in the revitalization of Shanggao village. The total investment of the above projects is about 12.8 billion yuan.
Hangzhou Honghua Digital Technology Stock Company Ltd(688789) : the chairman plans to increase the holding of shares by 20-40 million yuan
The total amount of shares held by the company through the centralized trading system shall not be less than RMB 6.87 million (not including RMB 6.85 million) within 20.25 months, but the actual increase of shares held by the company through the centralized trading system shall not be less than RMB 6.85 million (not limited to RMB 8.85 million) within 20.25 months.
Hefei Taihe Intelligent Technology Group Co.Ltd(603656) : Director Wang Jincheng plans to increase his shareholding by 21 million yuan to 30 million yuan
Hefei Taihe Intelligent Technology Group Co.Ltd(603656) ( Hefei Taihe Intelligent Technology Group Co.Ltd(603656) ) announced on April 27 that Wang Jincheng, the director of the company, increased his holding of 150000 shares of the company through the centralized bidding trading system of Shanghai Stock Exchange on April 27, 2022. In the next three months from April 27, 2022, the first holding increase date, Wang Jincheng plans to continue to increase the shares of the company, with a total increase amount of no less than 21 million yuan and no more than 30 million yuan, including the increased amount of 1422300 yuan this time. No price range is set for this increase.
Hubei Energy Group Co.Ltd(000883) : it is proposed to repurchase shares with RMB 500 million to RMB 1 billion
Hubei Energy Group Co.Ltd(000883) ( Hubei Energy Group Co.Ltd(000883) ) on April 27, it was announced that the company planned to buy back part of A-Shares of the company by means of centralized bidding transaction for cancellation according to law, reduce the registered capital of the company, the total amount of repurchase funds shall not be less than 500 million yuan, not more than 1 billion yuan, and the repurchase price shall not exceed 467 yuan / share.
Eve Energy Co.Ltd(300014) : it is proposed to invest 20 billion yuan to build a production base of power energy storage battery with an annual output of 50gwh and Chengdu Research Institute
Eve Energy Co.Ltd(300014) ( Eve Energy Co.Ltd(300014) ) announced on April 27 that the company plans to sign the project investment cooperation agreement with the Management Committee of Chengdu Economic and Technological Development Zone on matters related to the company’s investment and construction of power energy storage battery project in Chengdu Economic and Technological Development Zone (Longquanyi District, Chengdu). The company or its designated subsidiaries will invest in the construction of power energy storage battery production base with an annual output of 50gwh and Chengdu Research Institute in two phases, Phase I includes 20gwh power storage battery production base and phase I of the Research Institute; Phase II includes 30gwh power energy storage battery production base and phase II of the Research Institute. The total investment of the project is 20 billion yuan.
Saturday Co.Ltd(002291) : the actual controller and the chairman of the company proposed that all employees increase their shares in the company
Saturday Co.Ltd(002291) ( Saturday Co.Ltd(002291) ) on April 27, it was announced that Zhang Zemin, the actual controller of the company, and Xie Rudong, the chairman of the board of directors, proposed to encourage all employees of the company, its wholly-owned subsidiaries and subordinate holding companies to actively buy shares of the company on the premise of voluntariness and compliance. Zhang Zemin and Xie Rudong promise that all employees who net buy Saturday Co.Ltd(002291) shares during the period from April 28, 2022 to May 6, 2022 and continuously hold the company’s shares for more than 12 months will be fully compensated by Zhang Zemin and Xie Rudong for the losses caused by buying the company’s shares during the above-mentioned period; If the income is generated, it will be owned by the employee.
Xinjiang Tianshan Cement Co.Ltd(000877) : the subsidiary plans to invest 9.151 billion yuan to build a 40 million T / a construction project of Hengshan mining area and surrounding cement limestone mine
Xinjiang Tianshan Cement Co.Ltd(000877) ( Xinjiang Tianshan Cement Co.Ltd(000877) ) it was announced on April 27 that Chizhou new material company, a holding subsidiary of the company, won the mining right of Hengshan mining area and peripheral cement limestone mine in Guichi District, Chizhou City with 2.484 billion yuan, and signed the transaction confirmation on the same day; After the expiration of the above-mentioned transaction publicity, Chizhou new material company will sign the mining right transfer contract with relevant competent authorities. Chizhou new material company will build a 40 million T / a construction project of Hengshan mining area and surrounding cement limestone mine in Guichi District, Chizhou City, with a total investment of about 9.151 billion yuan. This investment will increase the aggregate production capacity of the company.
