Take a look before going to bed! It combs the heavy news, hot plate news and announcements of listed companies for investors' reference.
The three major A-share indexes ended lower: the gem index fell nearly 2%, and the concept stocks of prefabricated vegetables bucked the market and lifted the trading tide
The three major A-share indexes collectively closed down today, of which the Shanghai index fell 1.17% to 3555.26 points; The Shenzhen Component Index fell 1.96% to close at 14138.34 points; The gem index fell 1.71% to close at 3083.14. The market turnover remained above 1 trillion yuan, reaching 1.09 trillion yuan today. More than 3200 stocks fell, most of the industry sectors closed down, led by the industries of traditional Chinese medicine, wind power equipment and chemical fertilizer, and the concept stocks of prefabricated vegetables bucked the market and set off a rising tide.
Late trading index and emotional resonance killed many high-level popular stocks late diving
Today, the three major indexes fell by more than 1%. On the plate, prefabricated vegetable plates maintained strong in the afternoon, and the number plate plate strengthened, and the Baijiu plate continued to go down in the afternoon. On individual stocks, individual stocks fell more and rose less, more than 3200 individual stocks fell, and the number of individual stocks fell in the two cities increased significantly in the afternoon. In addition, a number of high-level popular stocks exploded at the end of the session. In this way, the previous market high board Shanghai Kaikai Industry Company Limited(600272) call auction opened the trading limit and closed down 6.13%.
Handsome one day! Baijiu take the lead in smashing Chinese traditional medicine, lithium battery down! Prefabricated vegetables lift the rising tide
Yesterday, A-share KTV, unexpectedly, dived into ICU again today, and the three major stock indexes fell by more than 1%! Baijiu shares fell sharply all afternoon, Kweichow Moutai Co.Ltd(600519) fell 4.56%, the market value evaporated 100 billion a day, turnover exceeded 10 billion all day long, and stocks such as Wuliangye Yibin Co.Ltd(000858) , Shede Spirits Co.Ltd(600702) and Jiugui Liquor Co.Ltd(000799) fell. Petrochina Company Limited(601857) A shares rose again, with an intraday rise of more than 4%, a new high in more than two months, and more than 20% from the low in the last month.
Dragon and tiger list: 169 million rush to raise Meisheng Cultural & Creative Corp.Ltd(002699) foreign capital net bought 5 shares, and institutions net bought 15 shares
On January 13, Meisheng Cultural & Creative Corp.Ltd(002699) , with a net capital inflow of 169 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 21.25% throughout the day. The net inflow of funds into the top Huaxin Shanghai Branch net purchase of 81.2697 million yuan. A total of 37 stocks were involved in the institutional participation in the dragon and tiger list, of which 15 were net bought by the institution, Shanghai Yaoji Technology Co.Ltd(002605) was the most bought, with a net inflow of 96.4647 million yuan in three days. In addition, 22 shares were sold by institutions, and Dongfang Electric Corporation Limited(600875) was sold the most, amounting to 217 million yuan.
Resumption of 65 trading shares: Andon Health Co.Ltd(002432) 3 board Hubei Radio & Television Information Network Co.Ltd(000665) , Beijing Cuiwei Tower Co.Ltd(603123) fried board Zhanjiang Guolian Aquatic Products Co.Ltd(300094) 20cm connected board
Today (January 13), the three major indexes fell, with a turnover of 1093.5 billion in the two cities, up from 32.4 billion in the previous trading day. On the disk, prefabricated dishes, hotels, digital currency, unmanned retail, coal and other sectors rose at the forefront. Saline Lake's lithium extraction, Chinese medicine, medicine, electricity, Baijiu, new tobacco and other plates are among the top. A total of 65 shares rose today, down 41 shares from the limit of 106 shares on the previous trading day. Among the 28 primary industries in Shenwan, coal, petroleum and petrochemical led the two cities.
The three major indexes all fell by more than 1% Andon Health Co.Ltd(002432) , Aba Chemicals Corporation(300261) and other 10 stocks hit a record high
On January 13, the Shanghai stock index closed at 3555.26 points, down 1.17%; Shenzhen composite index closed at 14138.34 points, down 1.96%; The gem index closed at 3083.14 points, down 1.71%. According to the data of China stock market news choice, the intraday share prices of 10 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
Sun Lijun, former Vice Minister of the Ministry of public security, was prosecuted on suspicion of taking bribes, manipulating the securities market and illegally holding guns
The reporter learned from the Supreme People's Procuratorate that the case of sun Lijun, former member of the Party committee and vice minister of the Ministry of public security, suspected of taking bribes, manipulating the securities market and illegally holding firearms, was investigated and investigated by the State Supervision Commission and Changchun public security bureau of Jilin Province respectively. As designated by the Supreme People's Procuratorate, it was examined and prosecuted by Changchun People's Procuratorate of Jilin Province. Recently, the Changchun Municipal People's Procuratorate has filed a public prosecution with the Changchun intermediate people's court.
Consumption tax rumors came back, Baijiu liquor companies and agencies said they had not heard the news of progress.
In January 13th, the A share Baijiu plate fell 3.86%, the largest since 2022. On the news, a quarterly view, which was allegedly issued from the head of the public, was widely circulated in the market. One of them was "a few high-end Baijiu" headed by Moutai is facing a rise in consumption tax. It is said that the documents have been approved. In response, Kweichow Moutai Co.Ltd(600519) the relevant person replied that the company has not received relevant information at present. Luzhou Laojiao Co.Ltd(000568) relevant people also said that they had not heard of this information. The investment researchers in the food and beverage industry of many buyers and sellers replied that they had not heard of the introduction of relevant documents.
Shanghai Stock Exchange: free of relevant fees of listed companies registered in Shaanxi Province and other places in 2022
In order to support Shaanxi, Henan and Tianjin in coping with the covid-19 epidemic and give full play to the function of the capital market in supporting the real economy to accelerate the recovery and development, it is decided through research that Shanghai Stock Exchange will reduce or exempt the fees for the following items: first, the initial listing fee and annual listing fee of listed companies registered in Shaanxi Province, Henan Province and Tianjin in 2022 will be exempted. 2、 The exchange instructs the subordinate SSE Information Network Co., Ltd. to waive the online voting service fee for the 2022 general meeting of shareholders of listed companies registered in Shaanxi Province, Henan Province and Tianjin.
State Administration of market supervision: strive to fully implement classified management of enterprise credit risk in about three years
The State Administration of Market Supervision issued the opinions on promoting the classified management of enterprise credit risk and further improving the supervision efficiency. For enterprises such as Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) new business types and new models, we should refer to the results of credit risk classification, explore and implement more scientific and effective supervision and effectively plug regulatory loopholes. Strive to fully implement the classified management of enterprise credit risk in the market supervision system in about three years, effectively realize the monitoring and early warning of enterprise credit risk, and strive to find, remind and dispose of risks early. For enterprises with high credit risk, targeted and strict regulatory measures should be taken to prevent potential risks from evolving into regional and industrial prominent problems.
Crazy lithium price collective flash collapse? The plummeting lithium carbonate contract is not futures, and supply and demand are still tight
It is reported that the lithium price of Wuxi stainless steel electronic trading center fell, possibly because the trading margin of the platform increased, resulting in greater short-term sales in its own market. After calling the surging news reporter, he learned that the increase of trading margin and the decline of lithium carbonate price on the platform were true. It is understood that there are five futures exchanges in China, including the last futures exchange, the big business exchange, the Zheng business exchange, the CICC and the Guangzhou futures exchange. The bulk commodity contracts operated by other trading platforms are not formal futures contracts.
8 days 3.7 trillion! Since the new year of 2022, major projects have been intensively started earlier than last year
Within 8 days, 10 provinces intensively started construction, with an investment of 3.7 trillion yuan. According to incomplete statistics of interface data, from January 4 to January 11, 2022, at least 15 major projects in China intensively started construction or announced construction plans, involving 10 provinces. The total number of projects exceeds 5600, with a total investment of about 3.7 trillion yuan. In terms of the number of projects, Jiangsu plans to start the largest number of major projects in the first quarter, 2180, much higher than other provinces.
Regulatory action! Quantifying private placement is another big thing: customers don't make money, managers can't withdraw compensation!
Quantitative private placement meets new regulatory requirements again: no excess performance compensation can be raised under net worth. In short, if the customer loses money, the fund manager cannot provide performance compensation. However, according to the reporter, the excess accrual method is not the mainstream charging mode of quantitative private placement in China, and the impact is not great.
hot plate stocks
Trillion blue ocean industry outbreak! The prefabricated vegetable leading stock suddenly caught fire and rose for two consecutive 20cm limits
The new year is approaching, the trillion blue ocean industry broke out, and the concept stocks of prefabricated vegetables rose sharply in a row, showing a strong performance. Previously, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) announced that it had signed a cooperation agreement with HEMA and the two sides would conduct in-depth cooperation in the development and marketing of aquatic prefabricated dishes. Affected by the news, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) realized two "20cm" trading limits in a row. As of the close, the stock reported 7.46 yuan, with a total market value of 6.81 billion yuan.
Retail stock collective "Carnival" the "new year goods" of these A-share companies are really fragrant!
Shanxi Securities Co.Ltd(002500) said that at present, the epidemic situation in China is distributed at many points, and the local new year and home scenes may still be the theme of consumption in the new year's goods Festival. The new business format and new retail model integrated with Wuxi Online Offline Communication Information Technology Co.Ltd(300959) such as live delivery and supermarket delivery home service will continue to develop. It is suggested to pay attention to the boost of mandatory consumption and the continuous recovery of optional consumption in the spring festival scene.
The first quarter is the best window for configuration! Real estate stock opportunity? "Coal crazy" and ready to move?
Galaxy Securities said that in the short-term dimension, the warmer policies promoted the valuation of the real estate sector. At present, it is in the combination of "bottom of fundamentals" + "bottom of policy". The policy is gradually transitioning from the credit end to the demand end. The key factors that previously suppressed the valuation have been mitigated. The current characteristics of "undervalued value, low position and high dividend" of the sector have sufficient safety margin and flexibility. The first quarter of this year is the best window for allocation.
Theme strategy of eight securities companies: what is the "prefabricated food" for strengthening? Please keep this "menu" of the industrial chain
Shanxi Securities Co.Ltd(002500) said 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.
selected announcements of listed companies
Shanghai International Port (Group) Co.Ltd(600018) : planning to spin off the subsidiary Jinjiang shipping
Shanghai International Port (Group) Co.Ltd(600018) (600018) announced on January 13 that it planned to plan the spin off and listing of Jinjiang shipping, the holding subsidiary of the company. On the same day, the company issued a performance express. In 2021, the operating revenue was 34.38 billion yuan, a year-on-year increase of 31.6%; The net profit attributable to the parent company was 14.5 billion yuan, a year-on-year increase of 74.50%; The basic earnings per share is 0.63 yuan.
Costar Group Co.Ltd(002189) : it is proposed to invest 100 million yuan to establish a joint venture
Costar Group Co.Ltd(002189) (002189) it was announced on January 13 that the company, together with ordnance equipment group, Ordnance Research Institute, Automation Research Institute, Wujiu Institute, Chang'an Wangjiang and Hunan Yunjian, plans to jointly invest 2.6 billion yuan to establish Hangzhou Zhiyuan Research Institute Co., Ltd. Among them, the Ordnance Equipment Group invested 2 billion yuan in cash, accounting for 70% of the equity. The company, Ordnance Research Institute, Automation Research Institute, Wujiu Institute, Chang'an Wangjiang and Hunan Yunjian invested 100 million yuan in cash, accounting for 3.84% of the equity respectively. The joint venture intends to engage in R & D, production and sales, technical support and services of intelligent systems and related products.
Hongrun Construction Group Co.Ltd(002062) : it is proposed to merge and integrate Ningbo Shanshan Co.Ltd(600884) photovoltaic new energy assets and business
Hongrun Construction Group Co.Ltd(002062) (002062) announced on January 13 that the company and Ningbo Shanshan Co.Ltd(600884) (600884) signed the strategic cooperation framework agreement on that day. The company and Ningbo Shanshan Co.Ltd(600884) recognized each other's ability in the field of photovoltaic new energy business and agreed to establish a strategic cooperation relationship. Hongrun Construction Group Co.Ltd(002062) intends to merge and integrate Ningbo Shanshan Co.Ltd(600884) photovoltaic new energy assets and businesses. Ningbo Shanshan Co.Ltd(600884) plans to conduct strategic cooperation with Hongrun Construction Group Co.Ltd(002062) with its photovoltaic new energy assets and business, and on this basis, it plans to become the strategic cooperation shareholder of Hongrun Construction Group Co.Ltd(002062) .
Jinyuan Ep Co.Ltd(000546) : the subsidiary signed a joint strategic cooperation framework agreement with Zhongke Suhua
Jinyuan Ep Co.Ltd(000546) (000546) it was announced on January 13 that Jinyuan new energy, a wholly-owned subsidiary of the company, and Zhongke Suhua (Beijing) Technology Development Co., Ltd. signed the joint strategic cooperation framework agreement. Through the combination of advantageous resources and joint investment, carry out in-depth cooperation and layout in the overseas lithium resources industry chain, and actively participate in the investment, M & A of overseas salt lake lithium resources or obtain lithium products through technological development and utilization.
China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) : the net profit in 2021 is expected to increase by 488.58% - 507.79%
China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) (600111) disclosed the performance forecast on January 13. It is estimated that the net profit in 2021 will increase by 4.068 billion yuan to 4.228 billion yuan, a year-on-year increase of 488.58% to 507.79%. In 2021, with the optimization of the upstream supply side and the support of the downstream wind power, new energy vehicles and other end consumer demand, the supply and demand situation of the main rare earth products market has been improved, which has promoted the price fluctuation of the main products in the rare earth market, increased the transaction activity, improved the operating rate and energy utilization rate of enterprises, and improved the operation quality and efficiency of rare earth production and processing enterprises.
Anhui Zhongding Sealing Parts Co.Ltd(000887) : obtain the supplier's project designation
Anhui Zhongding Sealing Parts Co.Ltd(000887) (000887) it was announced on January 13 that Chengdu WANGJIN, a subsidiary of the company, recently received a customer notice that the company has become a batch supplier of chassis lightweight assembly products for two new platform projects of a new energy brand host factory in China. The life cycle of the project is 5 years, and the total life cycle amount is about 767 million yuan.
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) : it is proposed to repurchase the company's shares with RMB 1 billion
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) (300760) announced on January 13 that the company plans to use its own funds to repurchase part of the company's social public shares in the form of centralized bidding transaction. This repurchase of shares will be cancelled and the registered capital will be reduced according to law. The total repurchase fund is 1 billion yuan, and the repurchase price shall not exceed 400 yuan / share.
Zhanjiang Guolian Aquatic Products Co.Ltd(300094) : the R & D and launch of prefabricated vegetable products will be increased
Zhanjiang Guolian Aquatic Products Co.Ltd(300094) (300094) on January 13, the announcement of stock trading changes was disclosed. In 2020, the proportion of the company's Prefabricated vegetable operating revenue in the overall operating revenue is still small. The company will continue to adjust the product structure, increase the R & D and launch of prefabricated vegetable products, and improve the added value of the company's products.
Jinling Hotel Corporation Ltd(601007) : the prefabricated vegetable business of the holding subsidiary is still in its infancy
Jinling Hotel Corporation Ltd(601007) (601007) on January 13, the company issued an announcement on abnormal fluctuations in stock trading. The company paid attention to the recent hot spots in the capital market, involving concepts such as prefabricated vegetables. According to the company's self inspection, the holding subsidiary Jiangsu Jinling Food Technology Co., Ltd. is an enterprise mainly engaged in the R & D, operation and sales of Jinling food. The company carries out R & D and transformation based on Jinling catering special pastries and dishes, adopts the production mode of prefabricated dishes, and creates special pastries and prefabricated dishes for mass consumption, business festivals and semi-finished products of hotel catering. The company's operating revenue in the first three quarters of 2021 accounted for less than 5% of the company's operating revenue, which is still in its infancy.
Zoneco Group Co.Ltd(002069) : Prefabricated vegetable products have been listed one after another
Zoneco Group Co.Ltd(002069) (002069) said on the interactive platform that in recent years, the company has been committed to promoting the upgrading of food materials to food, and has developed and launched " Zoneco Group Co.Ltd(002069) flavor" marine food around Zoneco Group Co.Ltd(002069) core marine resources. The company's products include fresh sea treasures, frozen and fresh prepared food (frozen ingredients such as fish shellfish, shrimp, crab and clam and prefabricated dishes), nutritional food (ginseng abalone caviar, etc.), leisure food (Marine snacks such as shellfish and shrimp). Among them, prefabricated vegetable products with the characteristics of ready to eat, ready to cook, ready to heat and ready to match have been listed successively, such as minced garlic vermicelli, powdered fish chops, fresh + scallops, black pepper salmon, Longjin Buddha jumping over the wall and other products.
Shandong Delisi Food Co.Ltd(002330) : we will continue to focus on b-end + key customer promotion and expand the coverage of prefabricated dishes
Shandong Delisi Food Co.Ltd(002330) (002330) announced on January 13 that in 2020 and the first three quarters of 2021, the operating revenue of the company's Prefabricated dishes related products accounted for about 11.22% and 9.79% of the company's overall operating revenue respectively. In the first three quarters of 2021, the gross profit margin and net profit margin of prefabricated vegetable related products were about 20% and 2.78% respectively. In the future, the company will continue to focus on the promotion of b-end + key customers, focus on market network construction and brand construction, constantly strengthen the brand influence of advantageous regions, expand the coverage of prefabricated vegetable products, improve the market share, and quickly occupy the Chinese market through multi-channel, wide-ranging and deep cultivation.
