Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors' reference
The trend of the three major A-share indexes differentiated, and covid-19 detection concept stocks rose sharply
On May 5, the stock index rose strongly in the intraday shock, with an intraday rise of more than 1% and a slight narrowing in the afternoon; The Shenzhen Component Index rose and fell during the session, while the gem index showed a relatively weak trend. It once fell more than 3% in the morning, and then bottomed up and the decline narrowed; The turnover of the two cities exceeded 900 billion yuan, and the net sales of funds from the North exceeded 2.3 billion yuan.
Reappearance of the 100 share limit! How far will this rebound go after a good start in May?
At present, the short-term pessimism has been released intensively, the policy has made positive statements to stabilize the market sentiment, the medium-term fundamentals support the bottom range, and the external factors may also show positive changes. The short-term A-share is expected to rebound, and the follow-up first focuses on the 5-day moving average. Before the index effectively falls below the 5-day moving average, the short-term rebound is still expected to continue.
How do A-Shares go after the "good start" in May? Private placement pays attention to these four nuggets
Shanghai Composite Index and Shenzhen composite index closed moderately, and stocks in the two cities rose generally. Following the rebound momentum at the end of April, on the first trading day after the May Day holiday (May 5), the A-share market ushered in a "good start". For the further trend of A-Shares in the short term, the latest judgment from a number of first-line private placement institutions after hours today believes that the rebound rhythm of the pre holiday market is expected to continue in the short term. In this context, steady growth and other four main investment lines have become the key gold digging direction of private equity institutions.
Dragon and tiger list: 275 million rush to raise Chongqing Changan Automobile Company Limited(000625) foreign capital net buy 1 share, institutions net buy 16 shares
On May 5, Chongqing Changan Automobile Company Limited(000625) , with a net capital inflow of 275 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 1.91% throughout the day. Guotai Junan Securities Co.Ltd(601211) Shanghai Branch, the top net inflow of funds, bought 115 million yuan, and Shenzhen Stock connect seat bought 19.708 million yuan. A total of 37 stocks were involved in the institutional participation in the dragon and tiger list, of which 16 were net bought by the institution, Yuanli Chemical Group Co.Ltd(603217) was the most bought, with a net purchase of 33.637 million yuan in three days.
Resumption of trading of 178 stocks: ningwang fell sharply Chongqing Changan Automobile Company Limited(000625) 2 board Zhongnongfa Seed Industry Group Co.Ltd(600313) , China Meheco Group Co.Ltd(600056) first board
Today (May 5), the three major indexes closed differentiated. The Shanghai Composite Index led the gains and gained four consecutive positive results. The gem index was dragged down by Contemporary Amperex Technology Co.Limited(300750) and other heavyweights. The turnover of the two markets was 901 billion, a decrease of 64 billion compared with the previous trading day. On the disk, Internet e-commerce, pharmaceutical commerce, planting and forestry, glyphosate and other sectors led the rise, while securities, tourism, rental and sale rights and other sectors led the decline. A total of 178 shares rose today, down 78 shares from 256 shares in the previous trading day. Among the Shenwan level industries, home appliances and military industry led the rise in the two cities.
Shanghai stock index rose 0.68% Shanghai Geoharbour Construction Group Co.Ltd(605598) , China Resources Double-Crane Pharmaceutical Co.Ltd(600062) and other 10 stocks hit a record high
On May 5, the Shanghai stock index closed at 306776 points, up 0.68%; Shenzhen composite index closed at 1104638 points, up 0.23%; The gem index closed at 228840 points, down 1.33%. According to the data of China stock market news choice, the intraday share prices of 10 stocks hit an all-time high today, including Shanghai Geoharbour Construction Group Co.Ltd(605598) , China Resources Double-Crane Pharmaceutical Co.Ltd(600062) , etc. Data show that the intraday share prices of 18 stocks hit a record low today, including Aofu Environmental Technology Co.Ltd(688021) and so on
blockbuster news
The Standing Committee of the Political Bureau of the CPC Central Committee held a meeting to study and deploy and pay close attention to the key work of epidemic prevention and control
The Standing Committee of the Political Bureau of the CPC Central Committee held a meeting on May 5 to analyze the current situation of covid-19 pneumonia epidemic prevention and control, study and deploy, and pay close attention to the key work of epidemic prevention and control. The meeting pointed out that persistence is victory, resolutely implement the decision-making and deployment of the Party Central Committee, fully carry forward the spirit of struggle, resolutely build a solid barrier for epidemic prevention and control, resolutely consolidate the hard won achievements in epidemic prevention and control, and be responsible and conscientious.
The national standing committee will deploy further rescue measures for small, medium-sized and micro enterprises and individual industrial and commercial households
Li Keqiang presided over the executive meeting of the State Council and deployed further relief measures for small, medium-sized and micro enterprises and individual industrial and commercial households to ensure stable employment of market players. The meeting pointed out that small, medium-sized and micro enterprises and individual industrial and commercial households are an important foundation for stabilizing the economy and the main support for stabilizing employment. At present, the difficulties of relevant market players have increased significantly. It is necessary to implement the deployment of the Party Central Committee and the State Council and increase assistance.
Ministry of Foreign Affairs: the listing of Chinese enterprises on the American stock exchange does not mean they are delisted
The American Stock Exchange listed 80 companies, including Chinese companies such as jd.com and pinduoduo. Chinese Foreign Ministry spokesman Zhao Lijian said at today's (5th) regular press conference that China's securities regulatory authorities communicated with the US securities regulatory authorities on this. The inclusion of Chinese enterprises in the relevant list is a step for the US side to implement relevant Chinese laws and does not mean that relevant enterprises are delisted. Whether these enterprises are delisted and listed in the United States depends on the progress and results of China US audit regulatory cooperation.
Shanghai Stock Exchange: study and promote the facilitation of market stabilizing behaviors such as repurchase and shareholding increase of listed companies
Recently, the Party committee of Shanghai stock exchange held a special meeting to study and implement the spirit of the meeting of the Political Bureau of the CPC Central Committee and the important speech of Xi Jinping general secretary at the 38th collective study of the Political Bureau of the CPC Central Committee, and study and promote specific work measures around the work deployment of the special meeting of the CSRC. We will study and promote the facilitation of market stabilizing behaviors such as repurchase and shareholding increase of listed companies, continue to support and encourage asset management institutions and personnel to purchase by themselves, and cooperate with long-term investors to enter the market.
National standing committee meeting: determine measures to promote the stability and quality improvement of foreign trade, and help stabilize the economy and stabilize the industrial chain and supply chain
Li Keqiang presided over the executive meeting of the State Council to determine measures to promote the stability and quality improvement of foreign trade and help stabilize the economy and stabilize the industrial chain and supply chain. In order to help foreign trade enterprises cope with difficulties, the meeting decided to focus on ensuring orders and stabilizing the import and export of key industries and labor-intensive industries. Ensure the stability of production and circulation in the field of foreign trade, determine the list of key foreign trade enterprises, and guarantee production, logistics and employment.
The United States wants to impose sanctions on Hangzhou Hikvision Digital Technology Co.Ltd(002415) foreign ministry: it is seriously concerned and is closely following the relevant trends
Zhao Li insisted that what needs to be emphasized is that China firmly opposes the United States using human rights and other excuses to abuse national power and Chinese laws to suppress Chinese enterprises unreasonably. Zhao Lijian said that the US side should take China's concerns seriously and stop the hegemonic acts of punishing and suppressing Chinese enterprises under various pretexts and damaging China's interests. The Chinese government will firmly safeguard the legitimate rights and interests of Chinese enterprises.
Safe: promote the implementation of normalized financial supervision on the financial activities of platform enterprises
The State Administration of foreign exchange recently held a party group (enlarged) meeting to deeply study and understand the analysis, judgment and major deployment of the Party Central Committee on the economic situation, and study and implement measures.
The meeting stressed the need to deepen the reform of cross-border investment and financing facilitation, facilitate more international capital to invest and start business in China, and support and encourage Chinese capital and enterprises to go global. Promote the implementation of normalized financial supervision over the financial activities of platform enterprises, and promote the standardized and healthy development of platform economy.
The Bank of England raised interest rates by 25 basis points, the highest level in 13 years
The Bank of England raised its benchmark interest rate by 25 basis points to 1%, in line with expectations, for the fourth time since December last year. The UK benchmark interest rate reached its highest level in 13 years
hot spot stocks
In May, gold stocks preferred "industry Maotai" and Maotai was recommended by 15 securities companies at the same time
In May, the views of securities companies tended to be more concentrated, and the data showed that 15 securities companies were optimistic about Kweichow Moutai Co.Ltd(600519) . From the perspective of the industry of gold stocks of securities companies in May, the industries favored by securities companies are food and beverage, non bank finance, infrastructure, consumption upgrading, real estate, food and beverage, infrastructure, media, medicine, agricultural breeding, new energy vehicles, medical ophthalmology, real estate, household appliances and smart cars.
Zhejiang Construction Investment Group Co.Ltd(002761) 5 connecting sector! The construction sector broke out, and the home appliance stocks also took the wind Gree Electric Appliances Inc.Of Zhuhai(000651) approaching the daily limit
Changjiang Securities Company Limited(000783) pointed out that in recent years, the home appliance industry has withstood external tests such as epidemic situation and cost, but the advantages of high-quality leaders in anti risk ability are prominent, and their performance has shown valuable toughness; At present, the improvement trend of the industry's operating margin is determined, superimposing the valuation and position level at the bottom of history, and the allocation of oversold high-quality stocks is at the right time; Maintain the "optimistic" rating of the industry and continue to recommend Midea Group Co.Ltd(000333) , Haier Smart Home Co.Ltd(600690) , Qingdao Hiron Commercial Cold Chain Co.Ltd(603187) ; Hangzhou Robam Appliances Co.Ltd(002508) , Zhejiang Entive Smart Kitchen Appliance Co.Ltd(300911) , Marssenger Kitchenware Co.Ltd(300894) ; And Zhejiang Supor Co.Ltd(002032) , Bear Electric Appliance Co.Ltd(002959) , Ecovacs Robotics Co.Ltd(603486) and other targets of small household appliance track.
Tianjin Tianbao Infrastructure Co.Ltd(000965) afternoon limit! The seed industry sector performed well, and Zhongnongfa Seed Industry Group Co.Ltd(600313) also went crazy
Everbright Securities Company Limited(601788) believes that with the global food price rising, the demand for chemical fertilizer is expected to increase under the background of farmers' increasing willingness to grow. At the same time, due to the impact of the situation in Russia and Ukraine, the global supply of chemical fertilizer has shrunk significantly, resulting in a further rise in the price of chemical fertilizer. Under the background of the integration of phosphate fertilizer industry and potash fertilizer industry, the company will be listed on a large scale with its own advantages.
Military stocks erupted! Who is the leader of consumption recovery in seed industry, medicine, food and beverage and building materials? (attached shares)
Dongguan Securities said that after the year to date correction, the current industry has a certain cost performance. From the performance data recently released by military enterprises, the performance of most middle and upper reaches enterprises has achieved high growth, the contract liabilities of most downstream main engine plants have increased significantly year-on-year, the prosperity of the industry is still good, and the countercyclical attribute of the industry is prominent
selected announcements of listed companies
Zhejiang Conba Pharmaceutical Co.Ltd(600572) : strategic cooperation agreement signed with Zhejiang University of traditional Chinese Medicine
Zhejiang Conba Pharmaceutical Co.Ltd(600572) ( Zhejiang Conba Pharmaceutical Co.Ltd(600572) ) it was announced on May 5 that the company signed a strategic cooperation agreement with Zhejiang University of traditional Chinese medicine to carry out multi-form, multi-level and multi-channel industry university research cooperation focusing on scientific research, talent training, industrial development and cultural inheritance in relevant fields, so as to help Zhejiang build a strong province of traditional Chinese medicine and build a trillion health industry.
Red Avenue New Materials Group Co.Ltd(603650) : intends to acquire 12% equity of Suzhou jucui and enter the field of PI materials
Red Avenue New Materials Group Co.Ltd(603650) ( Red Avenue New Materials Group Co.Ltd(603650) ) announced on May 5 that in order to promote the localization of key photoelectric display materials and improve the business layout in the field of flexible display core materials, the company plans to acquire 12% equity of Suzhou jucui Material Technology Co., Ltd. held by Jiangsu Jicui intelligent liquid crystal technology Co., Ltd. in cash, with a transaction volume of 15.6 million yuan. The acquisition of Suzhou jucui equity is the first step for the company to deeply cultivate the electronic material platform and steadily cut into the field of PI materials.
Cngr Advanced Material Co.Ltd(300919) : signing strategic cooperation framework agreement with beiteri
Cngr Advanced Material Co.Ltd(300919) ( Cngr Advanced Material Co.Ltd(300919) ) announced on May 5 that the company signed a strategic cooperation framework agreement with beiteri New Material Group Co., Ltd. The two sides will carry out multi-level and all-round strategic cooperation in the fields of precursor product development, precursor product supply, overseas mineral resource development and material capacity layout.
Ningxia Younglight Chemicals Co.Ltd(000635) : the second batch of distributed photovoltaic projects to be invested
Ningxia Younglight Chemicals Co.Ltd(000635) ( Ningxia Younglight Chemicals Co.Ltd(000635) ) it was announced on May 5 that the company plans to invest in the construction of the second batch of distributed photovoltaic projects with a total installed capacity of 29.65mwp and a total investment of 131 million yuan. The project is planned to be built in Erdaogou Yinghua thermal power ash storage yard, Hebin Industrial Park, Huinong District, Shizuishan City, Ningxia Hui Autonomous Region. The photovoltaic power is connected to the nearby distribution room for consumption in the plant according to the distribution. The construction period of the project is expected to be 3 months and the production and operation period is expected to be 25 years.
Tian Jin Bohai Chemical Co.Ltd(600800) : it is proposed to invest 10 billion yuan in Bohai Chemical light hydrocarbon comprehensive utilization project
Tian Jin Bohai Chemical Co.Ltd(600800) ( Tian Jin Bohai Chemical Co.Ltd(600800) ) it was announced on May 5 that Tianjin Bohai Petrochemical Co., Ltd., a wholly-owned subsidiary of the company, signed an investment cooperation framework agreement with the Management Committee of Tianjin Economic and Technological Development Zone to invest in the construction of "Bohai Chemical light hydrocarbon comprehensive utilization project" in Tianjin Economic and Technological Development Zone. The total investment of the project is about 10 billion yuan. It is planned to start construction in 2022 and complete and put into operation in 2025.
Solareast Holdings Co.Ltd(603366) : won the bid for 750 million yuan roof distributed photovoltaic project
Solareast Holdings Co.Ltd(603366) ( Solareast Holdings Co.Ltd(603366) ) announced on May 5 that Jiangsu Solareast Holdings Co.Ltd(603366) photovoltaic Co., Ltd., a wholly-owned subsidiary, won the bid for Huaneng Guannan county to promote the EPC project of roof distributed photovoltaic project (phase I project 200mwp), with a bid winning amount of 750 million yuan, accounting for 17.83% of the company's operating revenue in 2021. The signing of the contract will have a positive impact on the company's business performance in 2022.
Suzhou Chunqiu Electronic Technology Co.Ltd(603890) : it is proposed to repurchase shares from RMB 80 million to RMB 150 million
Suzhou Chunqiu Electronic Technology Co.Ltd(603890) ( Suzhou Chunqiu Electronic Technology Co.Ltd(603890) ) announced on May 5 that it is planned to repurchase shares with RMB 80 million to RMB 150 million, and the repurchase price shall not exceed RMB 13.71/share. All the shares repurchased this time will be used for the company's employee stock ownership plan or equity incentive plan.
Apeloa Pharmaceutical Co.Ltd(000739) : it is proposed to repurchase shares of RMB 200 million to RMB 400 million
Apeloa Pharmaceutical Co.Ltd(000739) ( Apeloa Pharmaceutical Co.Ltd(000739) ) it was announced on May 5 that the company plans to use its own funds of RMB 200 million to RMB 400 million to repurchase shares for equity incentive plan or employee stock ownership plan. The repurchase price shall not exceed 30 yuan / share.
Tianjin Zhonghuan Semiconductor Co.Ltd(002129) : Tcl Technology Group Corporation(000100) (Tianjin) recently increased its shareholding of 0.75% of the company
Tianjin Zhonghuan Semiconductor Co.Ltd(002129) ( Tianjin Zhonghuan Semiconductor Co.Ltd(002129) ) on May 5, it was announced that Tcl Technology Group Corporation(000100) group (Tianjin) Co., Ltd., the largest shareholder of the company, based on its optimistic long-term development prospects of new energy and semiconductor industry and full of confidence in the sustainable growth of the company in the future, continued to increase its shares by 0.75% through centralized bidding trading recently.
After the increase of Tcl Technology Group Corporation(000100) (Tianjin), Tcl Technology Group Corporation(000100) holds 29.8% of the company's shares in total.
Shanghai 2345 Network Holding Group Co.Ltd(002195) : proposed to invest in intelligent driving and other fields with Contemporary Amperex Technology Co.Limited(300750) and other participating funds
Shanghai 2345 Network Holding Group Co.Ltd(002195) ( Shanghai 2345 Network Holding Group Co.Ltd(002195) ) it was announced on May 5 that the network technology subsidiary, a wholly-owned subsidiary of the company, recently participated in the investment in the green fund of the national policy together with the national policy investment, Huayu Automotive Systems Company Limited(600741) system (Shanghai) Co., Ltd. Contemporary Amperex Technology Co.Limited(300750) , Shanghai Lingang Holdings Co.Ltd(600848) Economic Development Group Investment Management Co., Ltd. and signed a partnership agreement. The total amount of capital contribution subscribed by the partnership is 1.301 billion yuan. Among them, the network technology subsidiary, as a limited partner, plans to subscribe 50 million yuan, accounting for 3.84% of the total subscribed capital. The partnership will focus on making equity, convertible bonds or other equity related investments in intelligent driving, pan semiconductor, new energy, new materials, medical devices, information technology and other private equity and venture capital projects that are collaborative and cross between different fields.
Saic Motor Corporation Limited(600104) : the controlling shareholder implemented the first increase of holdings today, costing 311 million yuan
Saic Motor Corporation Limited(600104) ( Saic Motor Corporation Limited(600104) ), which disclosed the holding plan of the controlling shareholder on May 4, announced on May 5 that the controlling shareholder SAIC Corporation increased its holding of 19.035 million A-Shares on May 5, accounting for about 0.16% of the total issued shares of the company, with an increase of 311 million yuan (excluding transaction expenses).
Nanjing Shenghang Shipping Co.Ltd(001205) : it is proposed to acquire part of the equity of the two companies to build a clean energy logistics supply chain
Nanjing Shenghang Shipping Co.Ltd(001205) ( Nanjing Shenghang Shipping Co.Ltd(001205) ) announced on May 5 that the company plans to acquire 51% equity of Jiangsu andefu energy supply chain Technology Co., Ltd. for 51 million yuan; It is proposed to acquire 49% equity of Jiangsu andefu Energy Development Co., Ltd. for 14.7 million yuan. Adefu energy development specializes in liquid ammonia trade. The supply chain of adefu energy provides customers with ammonia and hydrogen logistics supply chain services. This acquisition will help the company finally form a four in one business pattern of liquid ammonia trade operation, waterway transportation, road transportation and wharf storage, and create a clean energy logistics supply chain.
Shandong Yabo Technology Co.Ltd(002323) : it is proposed to establish a joint venture with conch new energy to invest in the BIPV photovoltaic building materials project
Shandong Yabo Technology Co.Ltd(002323) ( Shandong Yabo Technology Co.Ltd(002323) ) it was announced on May 5 that the company plans to jointly invest with conch new energy, Kaisheng construction and Huasheng new energy to establish Xuancheng conch construction Photovoltaic Technology Co., Ltd. The joint venture will build BIPV photovoltaic building materials production line project in Xuancheng economic and Technological Development Zone by stages to jointly promote the development of BIPV photovoltaic building materials industry. The total investment of the project is about 600 million yuan. The first phase plans to build an annual output of 300000 square meters of photovoltaic curtain wall production line, an annual output of 50MW photovoltaic tile production line and an annual output of 30MW metal roof production line, with an investment of about 300 million yuan.
