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 index rose 0.58%, the gem index fell 1.83%, and nearly 3500 stocks fell
On April 28, driven by the wine making and banking sectors, the Shanghai stock index rose strongly in the morning, rising more than 1% at one time, hitting the 3000 point mark, but then fell back quickly and rebounded again in the afternoon; The Shenzhen Component Index fluctuated downward, and the trend of the gem index was weak, with a decline of more than 2% in the afternoon; The turnover of the two cities shrank again, with a full day turnover of about 840 billion yuan; There was a slight net outflow of funds from the north.
After the violent rebound, the market divided as scheduled, and the real estate raised the limit tide again, and the main line of steady growth rose again?
Recently, various localities have successively issued policies to relax real estate purchase restrictions and mortgage loans, and the market’s expectation of the reversal of the plight of the real estate industry has further increased. However, it should be noted that the overall correction time is relatively short after the real estate sector experienced a round of collective rise in the early stage, and there are some holding chips to be digested above. Therefore, if the real estate wants to get out of the second wave of market, it still needs to build a new round of high-standard leaders within the sector as soon as possible, so as to further gather market popularity.
Differentiation! The real estate coal market rose, and the Shanghai index fell by nearly 2% in two consecutive days!
Differentiation! On Thursday (April 28), the three major A-share indexes rose or fell, with the Shanghai index rising for two consecutive days and the gem index falling by nearly 2%. The total turnover of the two cities was 840.6 billion yuan, and the net sale of northbound funds was 637 million yuan. In terms of hot spots, coal stocks and real estate stocks have strengthened together and attracted much attention. Approaching the May Day holiday, can the rebound continue and how will the future run? For the future market of a shares, institutions generally said that the dawn has come and we need to wait patiently.
Dragon and tiger list: 509 million rush to raise Goertek Inc(002241) foreign capital net buy 10 shares, institutions net buy 25 shares
On April 28, Goertek Inc(002241) , with a net capital inflow of 509 million yuan, was the largest among the stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 4.12% throughout the day. The net inflow of funds into the top Shenzhen Stock connect seats was 247 million yuan, CITIC Shanghai Branch was 884144 million yuan, and CICC Shanghai Branch was 626843 million yuan. A total of 61 stocks were involved in the institutional participation in the dragon and tiger list, of which 25 were net bought by the institution, and Shanghai Junshi Biosciences Co.Ltd(688180) was the most bought, amounting to 117 million yuan.
Resumption of 93 trading limit shares: Shandong Xinhua Pharmaceutical Company Limited(000756) 7 tian5 board Zhejiang Construction Investment Group Co.Ltd(002761) 3 board CNOOC broken board
Today (April 28), the three major indexes differentiated throughout the day, the Shanghai index rebounded, and the gem index fell. The turnover of the two cities was 840.6 billion, a decrease of 77.1 billion compared with the previous trading day. On the disk, coal, real estate, glyphosate, small metals and other sectors led the increase, while education, dairy, digital currency, secondary new shares and other sectors led the decline. A total of 93 shares rose by the daily limit today, 51 shares less than the 144 share limit of the previous trading day. In the Shenwan industry, coal and real estate led the rise of the two cities.
The Shanghai stock index rebounded and rose 0.58% Bank Of Chengdu Co.Ltd(601838) , China Resources Double-Crane Pharmaceutical Co.Ltd(600062) and other seven stocks hit a record high
On April 28, the Shanghai stock index closed at 297548 points, up 0.58%; Shenzhen composite index closed at 1062892 points, down 0.23%; The gem index closed at 222765 points, down 1.83%. According to the data of China stock market news choice, the intraday share prices of seven stocks hit a record high today, including Bank Of Chengdu Co.Ltd(601838) , China Resources Double-Crane Pharmaceutical Co.Ltd(600062) , etc. According to the data, 185 stocks hit record lows today, including Jiangsu Sinopep-Allsino Biopharmaceutical Co.Ltd(688076) and so on
blockbuster news
China Clearing: from April 29, the transfer fee for stock trading will be reduced by 50%
China Securities Depository and Clearing Co., Ltd. has decided to reduce the stock transaction transfer fee by 50% as of April 29, 2022, that is, the stock transaction transfer fee will be charged from the current Shanghai and Shenzhen market A-Shares according to the transaction amount of 0.02 ‰, Beijing market A-Shares and listed company shares according to the transaction amount of 0.025 ‰, and will be uniformly reduced to 0.01 ‰.
The central bank has set up a scientific and technological innovation refinancing line of 200 billion with an interest rate of 1.75%
The people’s Bank of China has set up scientific and technological innovation refinancing, guided financial institutions to increase their support for scientific and technological innovation, and leveraged social funds to promote scientific and technological innovation. The amount of scientific and technological innovation re loan is 200 billion yuan, the interest rate is 1.75%, the term is one year, and can be extended twice. The distribution objects include 21 financial institutions such as China Development Bank, policy banks, state-owned commercial banks, postal savings bank of China and joint-stock commercial banks, and provide financial support according to 60% of the loan principal of qualified scientific and technological enterprises issued by financial institutions.
From May 1, 2022 to March 31, 2023, China will implement zero import provisional tax rate on coal
In order to strengthen the guarantee of energy supply and promote high-quality development, the Tariff Commission of the State Council decided according to procedures to implement a provisional import tax rate of zero for coal from May 1, 2022 to March 31, 2023.
Ministry of Commerce: we are working with relevant member units of the special work class for key foreign-funded projects and relevant parties in Shanghai to fully ensure the resumption of work and production of enterprises
Gao Feng, a spokesman for the Ministry of Commerce, said that it is understood that among the first batch of 666 enterprises on the “white list” released in Shanghai, 247 are foreign-funded enterprises, involving key industries such as integrated circuit, automobile manufacturing, equipment manufacturing and biomedicine. Key foreign-funded enterprises such as Volkswagen and Tesla have resumed work and production in an orderly manner. Some foreign-funded enterprises are actively applying for inclusion in the list of the second batch of enterprises returning to work and production. At the same time, we also note that the enterprise still faces some specific operational problems in the process of returning to work. We are working with relevant member units of the special class for key foreign-funded projects and relevant parties in Shanghai to strengthen coordination and promotion, and make every effort to ensure the return to work and production of the enterprise.
Signs of loosening reappeared in the property market around Beijing: the down payment ratio of the first house loan of a bank in Langfang, Hebei fell to 20%
According to many real estate agents and bankers in Langfang, Hebei Province, the down payment ratio of the first house loan of a bank in Langfang has been reduced from 30% to 20%. Many intermediaries said that the banks that reduced the down payment ratio today were a large bank and a small and medium-sized bank. One of the intermediaries said frankly that a notice had just been issued today that the down payment ratio of the first house loan of the above two banks had been reduced to 20%, and the down payment ratio of the second house had been reduced from 50% to 30%.
China’s refined oil price has been raised for the seventh time this year. It costs 8 yuan to fill up a box of oil
On April 28, the national development and Reform Commission announced that since 24:00 today, China’s gasoline prices have increased by 205 yuan / ton and diesel prices by 200 yuan / ton. Equivalent to the price increase, the price of No. 92 gasoline increased by 0.16 yuan / L, and the prices of No. 95 gasoline and No. 0 diesel increased by 0.17 yuan / L.
According to the calculation of an ordinary private car with a fuel tank capacity of 50L, the owners will spend about 8 yuan more to fill up a tank of oil. The current round of refined oil price adjustment is the eighth price adjustment this year and the seventh increase in this year. After the price adjustment, the price adjustment of refined oil this year presents a pattern of “seven rises and one fall”.
Speed up comprehensive transportation infrastructure in many places and start major transportation projects moderately ahead of schedule
Speed up the construction of comprehensive transportation infrastructure in many places, and start the construction of major transportation projects moderately in advance, so as to give full play to the ballast role of “stable investment and steady growth” in the field of transportation. The first financial reporter learned from the Ministry of transport that around the major national strategic deployment and the 14th five year plan, Yunnan, Henan, Jiangxi, Heilongjiang and other places have moderately advanced infrastructure investment
hot spot stocks
Kuaijishan Shaoxing Rice Wine Co.Ltd(601579) limit! The “drinking” market is coming again? Four main lines layout real estate stocks!
Kaiyuan securities mentioned 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.
Shenzhen Special Economic Zone Real Estate&Properties (Group).Co.Ltd(000029) Biao limit! The real estate sector rebounded again, and the lithium concept continued to be strong!
Citic Securities Company Limited(600030) believes that the key variable affecting the relative income of the real estate industry is not the fundamentals, but the policy trend. In April, affected by the epidemic, sales fell more year-on-year, with stronger macroeconomic uncertainty. It is expected that a stronger urban implementation strategy is brewing. With the change of industry competition pattern, enterprises with both credit and efficiency have investment value. Recommend Poly Developments And Holdings Group Co.Ltd(600048) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Gemdale Corporation(600383) , Vanke enterprise, Hangzhou Binjiang Real Estate Group Co.Ltd(002244) , Midea real estate, Greentown China, China Resources Land and Longhu group.
What sparks are there under the weakness Hainan Shuangcheng Pharmaceuticals Co.Ltd(002693) 3 connecting sector Shandong Xinhua Pharmaceutical Company Limited(000756) 7 day 5 board
Everbright Securities Company Limited(601788) said that at present, domestic covid-19 specific drugs with advanced research and development progress include RdRp inhibitor vv116, azvudine and AR inhibitor prochloramide, while domestic 3clpro inhibitors with the same target as paxlovid are mostly in the approved clinical or preclinical stage. Based on the changes and invariance of pharmaceutical investment, we believe that we should actively grasp the investment opportunities in the direction of innovation and internationalization in the future.
Eight brokerage theme strategies: global energy shortage! Is this the best stage to allocate coal stocks? (attached shares)
Kaiyuan Securities said that recently, the performance of many coal enterprises in the first quarter exceeded expectations, and the annualized valuation level of most enterprises was only four or five times, with a high margin of safety; In addition, affected by the epidemic, the current demand is very poor, and the epidemic will eventually be controlled. The government is expected to continue to introduce corresponding policies for steady growth, and the demand is expected to remain good; At present, it will be the best stage to buy expected and allocate coal stocks
selected announcements of listed companies
Byd Company Limited(002594) : proposed capital increase for Byd Company Limited(002594) auto finance
Byd Company Limited(002594) ( Byd Company Limited(002594) ) on April 28, it was announced that the company and its holding subsidiary Byd Company Limited(002594) precision manufacturing planned to increase the capital of Byd Company Limited(002594) auto finance by 4.62 billion yuan and 180 million yuan respectively. After the completion of this capital increase, the company and Byd Company Limited(002594) precision manufacturing will continue to directly hold 77% and 3% equity of Byd Company Limited(002594) auto finance respectively Byd Company Limited(002594) auto finance plans to increase capital adequacy ratio through capital increase, enhance capital strength, seize the development opportunity of rapid growth of new energy vehicles, and promote the rapid growth of its auto finance loan business scale.
Tbea Co.Ltd(600089) : the holding company plans to invest 2.375 billion yuan in the construction of new energy power station project
Tbea Co.Ltd(600089) ( Tbea Co.Ltd(600089) ) announced on April 28 that the holding company Tbea Co.Ltd(600089) Xinjiang new energy Co., Ltd. plans to invest in the construction of Shache 100MW optical storage project, Keping 100MW optical storage project, Dunhuang 100MW photovoltaic project and Jingtan 100MW wind power project, with a total investment of 2.375 billion yuan.
Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) : it is proposed to invest 1 billion yuan to build Nanyang green building materials production base project
Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) ( Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) ) announced on April 28 that the company signed the project investment agreement with the people’s Government of Nanzhao County, Nanyang City, Henan Province. The agreement agreed that the company plans to invest 1 billion yuan in the construction of Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) Nanyang green building materials production base project in Nanzhao County, Nanyang City, Henan Province. The construction contents include but are not limited to waterproof, energy-saving and thermal insulation materials, civil building materials, special mortar, building powder R & D and production projects of architectural coatings and other products.
Shengyuan Environmental Protection Co.Ltd(300867) : the actual controller plans to increase the holding of shares of the company by 50 million yuan to 100 million yuan
Shengyuan Environmental Protection Co.Ltd(300867) ( Shengyuan Environmental Protection Co.Ltd(300867) ) announced on April 28 that Zhu Yuxuan and Zhu hengbing, the actual controllers of the company, planned to increase their holdings of the company’s shares through, but not limited to, centralized bidding or block trading within 6 months from April 28. The amount of this increase is not less than 50 million yuan and not more than 100 million yuan.
Suntar Environmental Technology Co.Ltd(688101) : it is proposed to repurchase shares with RMB 26 million-27 million
Suntar Environmental Technology Co.Ltd(688101) ( Suntar Environmental Technology Co.Ltd(688101) ) it was announced on April 28 that the company plans to repurchase shares with RMB 26 million to 27 million, which will be used for employee stock ownership plan or equity incentive at an appropriate time in the future. The repurchase price shall not exceed 18.26 yuan / share.
Chang Lan Electric Technology Co.Ltd(002879) : the controlling shareholder intends to increase the holding of shares of the company by no less than 30 million yuan
Chang Lan Electric Technology Co.Ltd(002879) ( Chang Lan Electric Technology Co.Ltd(002879) ) it was announced on April 28 that Yu Zhengyuan, the controlling shareholder of the company, plans to increase his holdings of the company’s shares within six months from the date of disclosure of this announcement, with the proposed increase of no less than 30 million yuan.
Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) : it is proposed to repurchase shares with RMB 100 million to RMB 120 million
Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) ( Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) ) announced on April 28 that the company plans to repurchase shares for the implementation of equity incentive or employee stock ownership plan. The total amount of funds used for repurchase this time shall not be less than 100 million yuan and not more than 120 million yuan, and the repurchase price shall not exceed 65 yuan / share.
Jiangsu Asia-Pacific Light Alloy Technology Co.Ltd(002540) : it is proposed to repurchase shares with RMB 100 million to RMB 200 million
Jiangsu Asia-Pacific Light Alloy Technology Co.Ltd(002540) ( Jiangsu Asia-Pacific Light Alloy Technology Co.Ltd(002540) ) on April 28, it was announced that the company planned to repurchase shares with no more than 200 million yuan and no less than 100 million yuan for equity incentive plan and employee stock ownership plan.
The repurchase price shall not exceed 7 yuan / share, and the period shall be within 12 months from the date when the board of directors deliberates and approves the share repurchase plan.
Zhejiang Huayou Cobalt Co.Ltd(603799) : signed cooperation framework agreement with vale Indonesia
Zhejiang Huayou Cobalt Co.Ltd(603799) ( Zhejiang Huayou Cobalt Co.Ltd(603799) ) it was announced on April 28 that the company signed a cooperation framework agreement with vale Indonesia. The two sides plan to cooperate in a high-pressure acid leaching wet process project with limonite ore as raw material. The planned capacity of the project is nickel cobalt hydroxide products with an annual output of no more than 120000 tons of nickel metal.
Jiangmen Kanhoo Industry Co.Ltd(300340) : signed strategic cooperation framework agreement with Zhuhai merchants office and Gree financial investment
Jiangmen Kanhoo Industry Co.Ltd(300340) ( Jiangmen Kanhoo Industry Co.Ltd(300340) ) it was announced on April 28 that Zhuhai merchants office, Gree financial investment and Jiangmen Kanhoo Industry Co.Ltd(300340) parties decided to establish a strategic cooperation relationship and signed the strategic cooperation framework agreement Jiangmen Kanhoo Industry Co.Ltd(300340) combined with its own development plan, actively promote the implementation of industrial projects such as lithium battery cathode materials and equipment projects and rare earth new materials projects in Zhuhai.
Delixi Xinjiang Transportation Co.Ltd(603032) : the subsidiary signed the cooperation agreement on blade battery long cutter
Delixi Xinjiang Transportation Co.Ltd(603032) ( Delixi Xinjiang Transportation Co.Ltd(603032) ) on April 28, it was announced that Zhihong precision, a wholly-owned subsidiary of the company, and Huizhou Byd Company Limited(002594) signed the cooperation agreement on long-term blade battery cutting knives, and reached a cooperation intention on the long-term supply of long-term blade battery cutting knives to Huizhou Byd Company Limited(002594) by the company. From the date of signing and sealing the agreement to March 31, 2024, Huizhou Byd Company Limited(002594) purchased a cutter with a length of 1m or more from Zhihong precision. Based on the establishment of long-term cooperative relationship and the principle of friendship and win-win, both parties negotiate and determine the purchase price and quantity of long cutters, which shall be subject to the specific purchase order.
Shanxi Yongdong Chemistry Industry Co.Ltd(002753) : it is proposed to invest in 500000 T / a coal tar deep processing and other projects
Shanxi Yongdong Chemistry Industry Co.Ltd(002753) ( Shanxi Yongdong Chemistry Industry Co.Ltd(002753) ) announced on April 28 that the company plans to invest in the construction of 15000 T / a phenolic resin project, with an estimated total investment of 20 million yuan; Proposed investment and construction 2 × 100000 t / a anthracene oil deep processing project, with an estimated total investment of 200 million yuan; It is planned to invest in the construction of 500000 T / a coal tar deep processing project, with a total investment of 150 million yuan.
Visionox Technology Inc(002387) : it is proposed to invest 11 billion yuan in the construction of the sixth generation flexible active matrix organic light emitting (AMOLED) module production line project
Visionox Technology Inc(002387) ( Visionox Technology Inc(002387) ) on April 28, it was announced that the company and Hefei Municipal People’s government planned to sign the investment framework agreement for the sixth generation flexible active matrix organic light emitting display device (AMOLED) module production line project in Hefei. The agreement agreed that the two sides would cooperate to invest in the Visionox Technology Inc(002387) sixth generation flexible active matrix organic light emitting (AMOLED) module production line project in Hefei Xinzhan high tech Industrial Development Zone, with a total investment of 11 billion yuan. Both parties intend to establish a joint venture project company and jointly contribute 5.5 billion yuan to the project company.
