Take a look before going to bed! It combs the heavy news, hot plate news and announcements of listed companies for investors' reference.
The trend of the three major A-share indexes is differentiated: the gem index rose by more than 1%, and covid-19 detection concept stocks set off a wave of trading
The trend of the three major A-share indexes was divided today, and the Shanghai index closed down 0.96% to close at 3521.26 points; The Shenzhen Component Index rose 0.09% to close at 14150.57 points; The gem index rose 1.18% to close at 3119.41. The market turnover remained above 1 trillion yuan, reaching 1.1 trillion yuan today. Industry sectors rose less and fell more. Covid-19 detection concept stocks set off a rising tide, with coal, oil, insurance and securities sectors leading the decline.
Full screen 20cm limit! 10x bull stocks won 27 trading plates in 44 days and continued to collectively hi?
The market falls and the small ticket is full! Today's market is another day of polarization, with heavyweight sectors such as banking, real estate, coal and steel falling one after another; Subject stocks were very popular. The covid-19 detection index soared by nearly 9%, and the biological vaccine, auto parts, lithium battery negative electrode and mask index increased by more than 2%.
The strong outbreak of the concept of anti epidemic Andon Health Co.Ltd(002432) 4 continued to become the focus of the market
Under the overall defensive market sentiment, the anti epidemic concept stocks led by covid-19 detection plate strengthened again, and the leading stocks Andon Health Co.Ltd(002432) rose again, recording four consecutive boards, with a weekly increase of 49.07%; It is worth mentioning that in addition to the strong performance of Andon Health Co.Ltd(002432) , Beijing Hotgen Biotech Co.Ltd(688068) (688068. SH), Hangzhou Alltest Biotech Co.Ltd(688606) (688606. SH), Zhejiang Orient Gene Biotech Co.Ltd(688298) (688298. SH) also performed well this week, and Hangzhou Alltest Biotech Co.Ltd(688606) rose by more than 60% this week.
Dragon and tiger list: 205 million rush to raise Aba Chemicals Corporation(300261) foreign capital net bought 2 shares, and institutions net bought 16 shares
On January 14, Aba Chemicals Corporation(300261) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 205 million yuan in the three days. Data show that the stock rose by 20cm within the day, up 40.53% in the past three days. Societe Generale Shaanxi Branch, the top net inflow of funds, bought 163 million yuan on the third day. A total of 31 stocks were involved in the institutional participation list, of which 16 were net bought by the institution, Bethel Automotive Safety Systems Co.Ltd(603596) was the most bought, with a net purchase of RMB 115 million in three days. In addition, 15 shares were net sold by institutions, Zhejiang Jianfeng Group Co.Ltd(600668) was the most sold, with a net sales of 206 million yuan in the three days.
Resumption of 85 trading stocks: Andon Health Co.Ltd(002432) , Zhanjiang Guolian Aquatic Products Co.Ltd(300094) Lianban Shanghai Kaikai Industry Company Limited(600272) trading reverse package
Today (January 14), the three major indexes fell, with a turnover of 1107 billion in the two cities, 13.5 billion compared with the previous trading day. On the disk, covid-19 testing, medical devices, chemical pharmacy, traditional Chinese medicine and other sectors led the rise, while coal, tourism, education, natural gas and other sectors led the decline. A total of 85 shares rose today, an increase of 20 shares over the 65 share limit of the previous trading day. Among the 28 primary industries in Shenwan, pharmaceutical, biological and power equipment led the two cities.
The index was seriously divided, and 18 shares such as Andon Health Co.Ltd(002432) , Aba Chemicals Corporation(300261) reached a record high
On January 14, the Shanghai stock index closed at 3521.26 points, down 0.96%; Shenzhen composite index closed at 14150.57 points, up 0.09%; The gem index closed at 3119.41, up 1.18%. According to the data of China stock market news choice, the intraday share prices of 18 stocks hit an all-time high today, including Andon Health Co.Ltd(002432) , Aba Chemicals Corporation(300261) . Data show that today, the intraday share prices of four stocks hit a record low, including Shanghai Awinic Technology Co.Ltd(688798) .
blockbuster news
The latest interpretation of the new requirements for the supervision of "Big Mac" Monetary Fund
On January 14, in order to improve the supervision of important money market funds and protect the legitimate rights and interests of fund unitholders, the CSRC issued the Interim Provisions on the supervision of important money market funds (Draft for comments), clarifying the definition and evaluation of important money market funds, the additional supervision requirements of important money market funds and the risk prevention, control, supervision and management mechanism. Insiders said that the introduction of the Interim Provisions does not mean that large-scale monetary funds are at risk, but "plan ahead" from the perspective of risk prevention and control, reflecting a certain forward-looking.
Ten departments including the Ministry of industry and information technology: encourage the incubation and transformation of scientific and technological innovation achievements in the eastern region in the central, Western and northeast regions
Ten departments including the Ministry of industry and information technology issued guidance on promoting the orderly transfer of manufacturing industry. The opinions meet the needs of the modernization of industrial chain and supply chain, and put forward three modes in combination with the actual situation of industrial transfer. First, promote the upstream and downstream docking cooperation mode of the industrial chain supply chain, and create a competitive industrial chain supply chain ecosystem. Second, innovate the inter regional industrial transfer cooperation mode, and support the eastern region to support the development of the central, Western and northeast regions through trusteeship and co construction. Third, explore the cross regional transfer and cooperation mode of scientific and technological achievements, and encourage the incubation and transformation of scientific and technological innovation achievements in the eastern region in the central, Western and northeast regions. The opinions enriches the path of inter regional industrial transfer cooperation through "three modes" and provides reference for all localities to orderly promote industrial transfer.
The CSRC shall strictly investigate and deal with the illegal acts of securities intermediaries according to law
The CSRC will resolutely implement the opinions on strictly cracking down on illegal securities activities according to law issued by the central office and the state office, strengthen the effective linkage of daily supervision, supervision and inspection, inspection and law enforcement, adhere to the "double investigation of one case", make full use of the empowerment of the new securities law, and seriously investigate the illegal responsibilities of intermediaries and employees according to the law, Effectively increase the illegal cost, effectively urge them to play the role of "gatekeeper" in the capital market, and effectively build a market operation system with information disclosure as the core.
China Securities Regulatory Commission starts the reform of goods and banks
Today, the China Securities Regulatory Commission officially launched the reform of cash versus delivery, soliciting opinions from the market on the proposed revised Measures for the administration of securities registration and settlement, and China Securities Depository and Clearing Co., Ltd. solicited opinions on the settlement rules and the measures for the administration of settlement provisions simultaneously. The reform will keep the existing transaction settlement system and habits of investors basically unchanged and will have no impact on the majority of individual investors. The reform is conducive to enhancing the security of the settlement system and further attracting foreign funds to enter the Chinese market.
The central bank and the CIRC solicited public opinions on the administrative measures for acceptance, discount and rediscount of commercial bills
The central bank and the CIRC solicited public opinions on the administrative measures for acceptance, discount and rediscount of commercial bills (Draft for comments). The draft proposes to strengthen risk prevention and control. The maximum acceptance balance of bank acceptance bills and acceptance bills of finance companies shall not exceed 15% of the acceptor's total assets, and the margin balance shall not exceed 10% of the acceptor's deposit scale.
Bancassurance institutions welcome stricter supervision of related party transactions! Pay attention to new related party transactions and prohibit related party transactions from transferring and obtaining funds
The China Banking and Insurance Regulatory Commission today officially issued the measures for the administration of connected transactions of banking and insurance institutions, which has seven chapters and 68 articles, including general provisions, connected parties, connected transactions, internal management of connected transactions, reporting and disclosure, supervision and management, supplementary provisions, etc; It will come into force on March 1, 2022. Industry experts pointed out that the administrative measures for incorporating some new forms of related party transactions reflected the corresponding optimization and adjustment of related party transaction management in response to the latest changes in real risks.
The cbcirc shall organize and carry out special inspection on related party transactions in the use of insurance funds
The China Banking and Insurance Regulatory Commission issued the notice on carrying out special inspection on related party transactions in the use of insurance funds. The notice made it clear that the special inspection focused on financial holding or invisible financial holding platforms with capital operation as the main business, as well as small and medium-sized insurance institutions with diversified development and radical expansion of industrial capital as shareholders. The focus of this special inspection includes four aspects: related party transaction system and mechanism, related party transaction information disclosure, related party transaction review, fund utilization related party transaction behavior, etc.
hot plate stocks
"Medicine" can\'t stop! The meta universe belongs to the concept introduction period! Focus on three main lines
Sealand Securities Co.Ltd(000750) mentioned that they are optimistic about the development opportunities brought by the development of metauniverse gradually becoming a market consensus and giants increasing investment in the ecological construction of metauniverse. At present, the layout of A-share media companies is mainly concentrated in the application layer, such as virtual platform and immersive content, digital assets, digital identity and offline experience. Some companies also have layout in the technical layer, such as hardware entrance and 3D technology.
Andon Health Co.Ltd(002432) lead the covid-19 detection concept to lift the rising limit tide! Virtual digital people are also in the limelight?
According to the Research Report of Anxin securities, considering that the United States is currently the market with the largest increase in covid-19 detection in the world, and local brands such as Abbott are out of stock, Chinese manufacturers that have been approved or will be approved in the United States are expected to gain considerable performance flexibility in this round of epidemic.
Is the concept of meta universe "Hi" again? Strategic optimistic about automotive electronics! Carding of core targets
Minsheng Securities believes that after the end of this round of active replenishment cycle, the industry is expected to enter the passive replenishment stage in May. After the recovery period, the valuation and repair of the passenger car sector is sufficient, which is significantly higher than that of the parts sector. There may be only band opportunities in the passenger car sector. At the same time, the profit growth of passenger cars was lower than that of spare parts. After the replenishment cycle was opened, the valuation of the sector began to fluctuate or shrink, and the performance was king. The automobile sector is likely to generate sub industries in rotation, and the parts sector is expected to become the optimal configuration.
Theme strategy of eight securities companies: the status of traditional Chinese medicine has been raised to an unprecedented level! These objects become "safe havens"?
Xiangcai Securities said that policy support is the biggest catalyst for the development of traditional Chinese medicine industry in 2022. On the demand side, the rigid demand characteristics of the pharmaceutical industry and the upgrading of pharmaceutical consumption jointly support the steady growth of the demand of the traditional Chinese medicine industry. On the policy side, a series of favorable policies have been formed to promote the innovation of traditional Chinese medicine, the development of formula particles, the support of medical insurance and payment policies, and the continued addition of traditional Chinese medicine decoction pieces can not exceed 25%, bringing policy dividends and new demand to the traditional Chinese Medicine industry. The unique advantage of "preventing disease" brings development opportunities to the traditional Chinese medicine industry.
selected announcements of listed companies
Chengdu Wintrue Holding Co.Ltd(002539) : it is proposed to invest 2.15 billion yuan in the construction of green chemical recycling industrial park project
Chengdu Wintrue Holding Co.Ltd(002539) (002539) announced on January 14 that the company plans to invest in the construction of a green chemical cycle Industrial Park project in Xiangyang fine chemical park, including an annual output of 100000 tons of battery grade iron phosphate project, an annual output of 1 million tons of beneficiation project, an annual output of 200000 tons of wet process phosphoric acid (converted into 100% P2O5), an annual output of 100000 tons of refined phosphoric acid (85% H3PO4), an annual output of 800000 tons of sulfur based sulfuric acid project The annual output of 800000 tons of slow and controlled release compound fertilizer project and 1 million tons of phosphogypsum comprehensive utilization project are planned to invest about 2.15 billion yuan in fixed assets.
Jiangsu Huahong Technology Co.Ltd(002645) : the subsidiary signed the long-term supply agreement of rare earth oxide
Jiangsu Huahong Technology Co.Ltd(002645) (002645) announced on January 14 that recently, Xintai technology, a wholly-owned subsidiary, signed a "long-term supply agreement" with China Minmetals Rare Earth Co.Ltd(000831) Group Co., Ltd. and Ningbo Funeng rare earth new materials Co., Ltd. The signing of the above long-term supply agreement is to lock the supply of rare earth oxides of Xintai technology in the next 12 months (January 2022 to December 2022), and the specific transaction price is the future spot transaction price.
Zhejiang Shengyang Science And Technology Co.Ltd(603703) : it is proposed to increase the share repurchase price from no more than 18 yuan / share to no more than 34.7 yuan / share
Zhejiang Shengyang Science And Technology Co.Ltd(603703) (603703) announced on January 14 that the company plans to increase the share repurchase price from no more than 18 yuan / share to no more than 34.7 yuan / share.
China Merchants Bank Co.Ltd(600036) performance express: net profit in 2021 increased by 23.2% year-on-year
China Merchants Bank Co.Ltd(600036) (600036) disclosed the performance express on January 14, and achieved an operating revenue of RMB 331.234 billion in 2021, a year-on-year increase of 14.03%; The net profit was 119.922 billion yuan, a year-on-year increase of 23.2%. In 2021, the group's businesses were carried out steadily and its overall operation was good. The non-performing loan ratio was 0.91%, down 0.16 percentage points from the end of the previous year; The provision coverage rate was 441.34%, an increase of 3.66 percentage points over the end of the previous year; The loan provision rate was 4.03%, a decrease of 0.64 percentage points over the end of the previous year.
China Tourism Group Duty Free Corporation Limited(601888) : it is expected that the net profit in 2021 will increase by 54% to 66% year-on-year
China Tourism Group Duty Free Corporation Limited(601888) announced that the net profit attributable to shareholders of listed companies expected to be realized by the company in 2021 is about 9.4 billion yuan to 10.1 billion yuan, an increase of about 3.3 billion yuan to 4 billion yuan over the same period of the previous year (before retroactive adjustment), a year-on-year increase of about 54% to 66%; Compared with the same period of the previous year (after retroactive adjustment), it increased by about 3.3 billion yuan to 4 billion yuan, a year-on-year increase of about 54% to 66%.
Yunnan Energy New Material Co.Ltd(002812) : the subsidiary signed the lithium battery isolation membrane product contract
Yunnan Energy New Material Co.Ltd(002812) (002812) on January 14, it was announced that Shanghai Enjie, the holding subsidiary of the company, signed a contract with an overseas large vehicle enterprise, agreeing that Shanghai Enjie and its subsidiaries will supply lithium battery isolation membrane products to the cooperative customers and their authorized parties from January 1, 2022. From 2022 to 2024, Shanghai Enjie and its subsidiaries guaranteed that the supply quantity would not exceed 1.65 billion square meters to the cooperative customers; From 2025, Shanghai Enjie and its subsidiaries guarantee that the supply quantity will not exceed 900 million square meters / year.
Shandong Fengyuan Chemical Co.Ltd(002805) : lithium battery high energy cathode material project and supporting project
Shandong Fengyuan Chemical Co.Ltd(002805) (002805) announced on January 14 that the company and Yuxi Municipal People's government signed the strategic cooperation agreement on the cooperation between the two sides in the new energy battery industry. It is planned to invest in the construction of 200000 ton lithium battery high-energy cathode material project and supporting construction of lithium salt and iron phosphate projects of corresponding scale within the jurisdiction of Yuxi City, Yunnan Province, which will be completed by stages before 2025.
Rayitek Hi-Tech Film Company Ltd.Shenzhen(688323) : it is proposed to issue convertible bonds and raise no more than 430 million yuan to invest in Jiaxing high-performance polyimide film project
Rayitek Hi-Tech Film Company Ltd.Shenzhen(688323) (688323) it was announced on January 14 that the total amount of funds raised by the company to issue convertible bonds shall not exceed 430 million yuan. After deducting the issuance expenses, the net amount of funds raised is to be invested in Jiaxing high-performance polyimide film project, supplement working capital and repay bank loans.
