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 recovered 3000 points, the gem index rose more than 4%, and nearly 4500 stocks rose
On April 29, the stock indexes of the two cities fluctuated in a narrow range in the morning and rose strongly in the afternoon. The Shanghai index rose 2.4% to return above 3000 points, the Shenzhen Composite Index rose more than 3.5% to recover 11000 points, and the gem index rose more than 4% to recover 2300 points. The turnover of the two cities was significantly enlarged, with a daily turnover of more than 960 billion yuan; The net purchase of northbound funds exceeded 4 billion yuan; The number of rising stocks is close to 4500.
More than 200 shares limit! The 3000 point index at sanlianyang station of Shanghai stock index is expected to enter the medium-term bottom building stage
While the Shanghai Stock Index ushered in three consecutive positive days, it also successfully stood at the strengthening price of 3040. Although the short trend has not reversed in terms of the medium-term trend, with the strengthening of the overall buying strength of the market, the probability of obtaining support when the index bottoms twice will increase significantly, and the index is expected to officially enter the medium-term bottom building stage in the follow-up. Combined with the current market valuation and sentiment indicators, they have also entered the bottom area of the market. When the index steps back again, the safety margin of selecting high-quality individual stocks for low absorption layout will be greatly improved.
Heavy benefits! The Shanghai stock index recovered 3000 points and more than 4400 shares rose. Institutions said the rebound in May is worth looking forward to!
On Friday (April 29), the three major A-share indexes were all red, with an increase of more than 2%, and the Shanghai index reached 3000 points. In terms of hot spots, all sectors rose across the board, with the Internet, retail, automobile manufacturing and other sectors leading the rise, all exceeding 5%. Under the general rise pattern, more than 4400 individual stocks rose. At the same time, northbound funds bought more than 4.2 billion yuan. How does A-share rebound affect the market? What are the investment opportunities? For the future of a shares, institutions generally said that the short-term rebound is expected to continue, and the rebound in May is worth looking forward to.
Dragon and tiger list: 150 million rush to raise Beijing Kingsoft Office Software Inc(688111) foreign capital net buy 7 shares, institutions net buy 14 shares
On April 29, Beijing Kingsoft Office Software Inc(688111) , with a net capital inflow of 150 million yuan, was the largest among the dragon and tiger stocks on the list. The data showed that the stock rose 18.69% during the day, and the turnover rate throughout the day was 1.68%. The net inflow of funds into the top seats of Shanghai Stock connect, with a net purchase of 84.958 million yuan. A total of 31 stocks were involved in the institutional participation list, of which 14 were net bought by the institution, and Beijing Kingsoft Office Software Inc(688111) was the most bought, with a total of 168 million yuan. In addition, 17 shares were net sold by institutions, and Hangzhou Onechance Tech Corp(300792) was sold the most, amounting to 153 million yuan.
Resumption of 256 trading shares: CNOOC oil seal board Zhejiang Construction Investment Group Co.Ltd(002761) 4 board Andon Health Co.Ltd(002432) reverse package
Today (April 29), the three major indexes rose sharply. The Shanghai Stock Exchange recovered the integer mark of 3000 points, led by the growth enterprise market index. The turnover of the two cities was 965 billion, 119 billion compared with the previous trading day. On the disk, Internet e-commerce, NFT, precious metals, education and other sectors led the rise, while banks, pork and other sectors rose relatively little. A total of 256 shares rose by the daily limit today, an increase of 163 shares compared with the daily limit of 93 shares on the previous trading day. In the Shenwan industry, media and computer led the rise of the two cities.
The Shanghai stock index returned to 3000 points, and 13 stocks including CNOOC and China Resources Double-Crane Pharmaceutical Co.Ltd(600062) hit a record high
On April 29, the Shanghai stock index closed at 304706 points, up 2.41%; Shenzhen composite index closed at 1102144 points, up 3.69%; The gem index closed at 231914 points, up 4.11%. According to the data of China stock market news choice, the intraday share prices of 13 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, the intraday share prices of 58 stocks hit a record low today, including Zhonghong Pulin Medical Products Co.Ltd(300981) and so on
blockbuster news
The central bank and the national development and Reform Commission decided to carry out the pilot of special refinancing for inclusive elderly care
The people’s Bank of China and the development and Reform Commission decided to carry out the pilot work of special refinancing for inclusive elderly care, guide financial institutions to provide preferential loans to inclusive elderly care institutions, and reduce the financing cost of elderly care institutions. The pilot amount of Pratt & Whitney pension special refinancing is 40 billion yuan, the interest rate is 1.75%, the term is one year, which can be extended twice, and financial support is provided in the same amount as the loan principal issued by financial institutions. The pilot financial institutions are 7 national large banks, including China Development Bank, export import bank, Industrial And Commercial Bank Of China Limited(601398) , Agricultural Bank Of China Limited(601288) , Bank Of China Limited(601988) , China Construction Bank Corporation(601939) , Bank Of Communications Co.Ltd(601328) . The pilot areas are five provinces including Zhejiang, Jiangsu, Henan, Hebei and Jiangxi.
The CSRC solicited public opinions on the measures for the administration of network security in the securities and futures industry
The CSRC has drafted the measures for the administration of network security in the securities and futures industry (Draft for comments), which is now open to the public for comments. The measures have eight chapters and 66 articles, mainly including the securities and futures industry’s network security supervision and management system, network security operation, overall management of data security, network security emergency disposal, network security of key information infrastructure, network security promotion and development, supervision and management and legal responsibility. See the drafting instructions of the measures for details.
The CSRC issued the guidance on improving the supervision of listed companies after delisting
The CSRC issued the guiding opinions on improving the supervision of listed companies after delisting, which shall be implemented from the date of promulgation. The main contents include: strengthening the connection of delisting procedures, unblocking the exit mechanism of the exchange, improving the undertaking arrangement of host securities companies, simplifying the right confirmation registration procedure, optimizing the listing process of delisting sector, and promoting delisting companies to enter the delisting sector smoothly and smoothly.
Weave a criminal accountability law net! The two departments issued new regulations, improved the standards for filing and prosecution of economic crimes, and increased the amount of prosecution
On the 29th, the Supreme People’s Procuratorate and the Ministry of Public Security issued the revised provisions of the Supreme People’s Procuratorate and the Ministry of public security on the filing and prosecution standards of criminal cases under the jurisdiction of public security organs (II), which revised and supplemented the filing and prosecution standards of 78 economic crime cases, including 11 securities crimes. When answering a reporter’s question, the head of the relevant departments of the Supreme People’s Procuratorate and the Ministry of Public Security said that the amendment reflected the policy guidance of strictly punishing securities and futures violations and crimes, and further organized a criminal accountability legal network.
The price has risen by more than 100 yuan in March! The fuel surcharge on Chinese routes was raised again on May 5
Qunar.com has received a notice from Beibu Gulf airlines that it will start to raise the fuel surcharge on Chinese routes on May 5. According to the notice, from May 5, 2022 (inclusive), the charging standard of fuel surcharge will be adjusted: RMB 60 per passenger for flights below 800 km (inclusive); Each passenger will be charged 120 yuan for the 800 kilometer segment.
Ningbo is the first country to promote the policy of guaranteed and limited price payment for implant dentists. The whole process of domestic teeth is 3000 yuan
Ningbo Medical Security Bureau announced that the country took the lead in comprehensively launching the price limit payment policy for dental implant insurance, and organized 100 medical institutions to carry out collective signing. It was learned from the bureau that by comprehensively considering the costs of manufacturers and the service expenses of medical institutions, Ningbo Medical Insurance Bureau limited the price of consumables to domestic 1000 yuan and imported 1500 yuan, and the medical service expenses of medical institutions (Level II and below) to 2000 yuan. In other words, as long as you choose the implant teeth in the catalogue, it costs only 3000 yuan for a domestic one and 3500 yuan for an imported one.
Dongguan cancels the “double half year” restriction on new home purchase, and you can buy a house after you settle down
Dongguan Municipal Bureau of housing and urban rural development updated the city’s house purchase policy. From May 1, 2022, the “double half year” restriction on new house purchase will be cancelled, and the house can be purchased after settlement. At the same time, the time requirements for the payment of social security and individual income tax are reduced. Families of non registered residence residents who have a bachelor’s degree or above, a junior professional title or above, or a technician’s qualification or above can purchase the first set of commercial housing in the city. Instead, those who have paid social security or individual income tax certificates for more than 6 months within 2 years can purchase the first set of commercial housing in the city; For the purchase of the second commercial housing, the certificate of social security or individual income tax paid for more than 24 months in the city within 3 years before the date of purchase must be provided.
Shenyang: foreigners will no longer provide personal income tax or social insurance certificates when buying houses in Shenyang
The real estate bureau of Shenyang, Liaoning Province issued the notice on optimizing the services for outsiders to purchase houses in Shenyang. According to the research, if a non registered residence registered permanent residence family purchases a new commercial house in the purchase restricted area of Shenyang, it will implement the purchase policy of registered residence registered permanent residence family, and will no longer provide the certificate of continuous payment of personal income tax or social insurance for 6 months or more in Shenyang within 2 years from the date of purchase application.
China Securities Association has again established rules that analysts are not allowed to participate in unqualified investment meetings to prevent improper remarks from causing reputation crisis of institutions and industries
In order to regulate the practice of securities analysts, China Securities Association recently issued a circular on matters related to strengthening the management of securities analysts. China Securities Association clearly requires securities analysts not to participate in securities investment seminars held by unqualified organizers. At the same time, securities companies are required to strengthen the reputation risk management of securities analysts and maintain the industry reputation. The improper words and deeds of individual securities analysts may lead to the credibility crisis of their institutions and even the whole industry
hot spot stocks
Message side stimulation! This new concept has soared
Dongguan Securities believes that the local sporadic epidemic in China is still continuing. Under China’s dynamic zero epidemic prevention policy, the demand for relevant anti epidemic products is still relatively large. It pays attention to the relevant beneficiary targets such as antigen detection industrial chain, covid-19 vaccine industrial chain and relevant anti epidemic material industrial chain. Close to the peak of financial disclosure, pay attention to the relevant stocks whose performance is expected to exceed the expected performance.
Did you find the reason for the sharp rise in education stocks? Two sectors “demon stocks” run rampant Shandong Xinhua Pharmaceutical Company Limited(000756) , Zhejiang Construction Investment Group Co.Ltd(002761) too crazy
Guosheng securities mentioned that the new vocational education law was passed and will come into force on May 1, 2022. The new vocational education law continues to support and encourage enterprises to participate in vocational education, which helps to cultivate high-quality technical and skilled talents close to industrial development. From the perspective of investment suggestions, the institution further analyzed that the new vocational education law lays a solid legal foundation for building a modern vocational education system with Chinese characteristics, continues the state’s encouraging attitude towards vocational education since 2019, and further benefits the academic vocational education and vocational skill training sector.
Eight major brokerage theme strategies: department stores, household appliances and automobile consumption sectors are at the starting point of the recovery trend! Sorting out potential targets
Guotai Junan Securities Co.Ltd(601211) Securities said that from the perspective of epidemic prevention and control, the consumer market in the “post epidemic era” is expected to usher in a marginal improvement. The consumer sector previously impacted by the epidemic is at the starting point of the general trend of recovery, and the fundamentals of relevant leading enterprises usher in repair opportunities, which will show a more brilliant performance under the resonance of the dual factors of industry prosperity recovery and market penetration. Recently, the stock prices of leading consumer enterprises have been relatively strong, and the inflow of Chinese institutions and overseas funds has accelerated, reflecting the market’s optimistic outlook for the future
selected announcements of listed companies
Sichuan Meifeng Chemical Industry Co.Ltd(000731) : signed memorandum of cooperation with China Petroleum & Chemical Corporation(600028) fuel oil company
Sichuan Meifeng Chemical Industry Co.Ltd(000731) ( Sichuan Meifeng Chemical Industry Co.Ltd(000731) ) announced on April 29 that the company signed a memorandum of cooperation with China Petroleum & Chemical Corporation(600028) fuel oil sales Co., Ltd. in the form of document transmission and signature at the headquarters of the company at No. 10, Section 1, Yinghua South Road, Jingyang District, Deyang City. The two sides agreed to carry out strategic cooperation based on the production and sales of marine urea. The cooperation contents include but are not limited to Sichuan Meifeng Chemical Industry Co.Ltd(000731) marine urea, liquefied natural gas, vehicle urea Melamine, chemical fertilizer and other chemical products.
Shares to be increased by 50 million yuan
Angel Yeast Co.Ltd(600298) ( Angel Yeast Co.Ltd(600298) ) on April 29, it was announced that angel group, the controlling shareholder of the company, plans to increase the shares of the company with its own funds within 6 months from May 5, 2022. The proposed increase price is no more than 50 yuan / share, and the proposed increase amount of shares is no less than 50 million yuan and no more than 100 million yuan.
Fujian Boss Software Corp(300525) : sign the contract for “e Fuzhou” convenience service terminal (phase II)
Fujian Boss Software Corp(300525) ( Fujian Boss Software Corp(300525) ) announced on April 29 that the company and Fuzhou smart Center signed the “e Fuzhou” convenience service terminal (phase II) project contract in Fuzhou, Fujian Province. The total contract amount is 9.38 million yuan, and the subject of the contract is hardware integration implementation services. As of the disclosure date of the announcement, the company and its subsidiaries have signed daily business contracts with Fuzhou smart Center for 12 consecutive months, with a cumulative amount of 57.88 million yuan.
Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) : it is proposed to invest 1.031 billion yuan in high-end solvent project
Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) ( Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) ) announced on April 29 that the company plans to invest in the construction of high-end solvent project, with a total investment of 1.031 billion yuan. After the project is completed and put into operation, it can produce Shanghai Pudong Development Bank Co.Ltd(600000) tons of dimethyl carbonate (including 300000 tons of sales), 300000 tons of methyl ethyl carbonate and 50000 tons of diethyl carbonate. It is estimated that the annual operating revenue will be 4.545 billion yuan and the profit will be 701 million yuan. The project will further expand the company’s industrial chain, optimize the product structure, have strong market competitiveness and anti risk ability, and have good economic and social benefits.
Zijin Mining Group Company Limited(601899) : it is proposed to acquire four asset packages including 70% equity of lagoco Salt Lake Lithium mine with RMB 7.682 billion
Zijin Mining Group Company Limited(601899) ( Zijin Mining Group Company Limited(601899) ) announced on April 29 that the company plans to invest in the acquisition of four asset packages of Dunan group (including 70% equity of Tibet arila guocuo Salt Lake Lithium mine), and the total price of the underlying assets is 7.682 billion yuan. Through the acquisition of lagocuo Salt Lake, the strategic mineral resource base will be further strengthened. The reserves of lithium carbonate resources owned by the company according to its rights and interests will exceed 9 million tons, and it is expected to form an annual capacity of more than 50000 tons of lithium carbonate by 2025.
Dezhan Healthcare Company Limited(000813) : it is proposed to repurchase shares with RMB 178 million to RMB 345 million
Dezhan Healthcare Company Limited(000813) ( Dezhan Healthcare Company Limited(000813) ) it was announced on April 29 that the company plans to buy back shares for cancellation and reduction of the company’s registered capital, equity incentive plan or employee stock ownership plan. The total amount of repurchase funds is not less than 178 million yuan and not more than 345 million yuan, and the repurchase price is not more than 540 yuan / share.
Andon Health Co.Ltd(002432) : net profit of 14.312 billion yuan in the first quarter, with a year-on-year increase of 3752735%
Andon Health Co.Ltd(002432) ( Andon Health Co.Ltd(002432) ) disclosed the first quarter report on April 29. During the reporting period, the company achieved an operating revenue of 21.737 billion yuan, a year-on-year increase of 664679%; The net profit was 14.312 billion yuan, a year-on-year increase of 3752735%; The basic earnings per share is 31.392 yuan. In 2021, the company achieved an operating revenue of 2.397 billion yuan, a year-on-year increase of 19.36%, and a net profit attributable to the parent company of 909 million yuan, a year-on-year increase of 274.96%; The basic earnings per share is 1.999 yuan; It is proposed to distribute a cash dividend of RMB 7.00 (including tax) to all shareholders for every 10 shares.
Gree Electric Appliances Inc.Of Zhuhai(000651) : the net profit in 2021 increased by 4.01% year-on-year, and it is proposed to pay 20 yuan out of 10
Gree Electric Appliances Inc.Of Zhuhai(000651) ( Gree Electric Appliances Inc.Of Zhuhai(000651) ) disclosed the annual report of 2021 on April 29. The company achieved an operating revenue of 187869 billion yuan in 2021, an increase of 11.69% year-on-year; The net profit attributable to the parent company was 23.064 billion yuan, a year-on-year increase of 4.01%; The basic earnings per share is 4.04 yuan. The company plans to distribute a cash dividend of 20 yuan (including tax) to all shareholders for every 10 shares.
