Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors’ reference
The three major indexes of A-share fluctuated, and the textile and garment sector led the rise
On May 18, Shanghai’s early trading fluctuated narrowly, and once rose in the afternoon, breaking through 3100 points, but it fell back and turned green again near the end of the trading; Shenzhen Composite Index and gem index both rose and fell in the afternoon; The daily turnover of the two cities was about 770 billion yuan, the northward capital showed a net outflow trend, and the daily net sales exceeded 2 billion yuan.
The rapid rotation of transitional themes lacks the direction index with resultant force or has the expectation of stepping back
Today’s market is mainly treated as repair. Although the indexes closed down slightly, individual stocks rose more and fell less. The main directions such as real estate and anti-virus are in the ebb state, and the theme sectors are active in turns, but there is a lack of sustainable direction. In the short term, the trading volume begins to shrink. Under the background of volume price deviation, you can pay attention to whether there will be a strong return step. For individual stocks, you can pay more attention to the low targets, and the rebound is very strong, such as Eve Energy Co.Ltd(300014) , Great Wall Motor Company Limited(601633) , Tianqi Lithium Corporation(002466) and other 100 billion heavyweights, which can rebound more than 40% in a short time.
Soling shares soared by nearly 80% on the 6th consecutive board. Textile and clothing strengthened hand in hand with automobile. Can the rebound of A-Shares continue?
On Wednesday (May 18), the three major A-share indexes fluctuated in a narrow range, and the net sales of northbound funds exceeded 2 billion yuan. In terms of hot spots, textile, clothing, automobile and other sectors have strengthened and attracted much attention. At present, the stock index fluctuates around 3100 points. Can the rebound of A-Shares continue? How does it work? For the future trend of a shares, analysts generally believe that the market may continue the shock rebound pattern.
Dragon and tiger list: 160 million rush to raise Zhejiang Construction Investment Group Co.Ltd(002761) foreign capital net buy 1 share, institutions net buy 8 shares
On May 18, among the stocks on the list, the largest net capital inflow was Zhejiang Construction Investment Group Co.Ltd(002761) , which was 160 million yuan. Data show that the stock fell 9.92% during the day, with a turnover rate of 17.9% and a turnover of 2.931 billion yuan. The top net inflow of funds was the net purchase of CICC Shanghai Branch of 335853 million yuan. A total of 28 shares were involved in the institutional participation in the dragon and tiger list, of which 8 shares were net bought by the institution, and Zhejiang Construction Investment Group Co.Ltd(002761) was the most bought, amounting to 151 million yuan. In addition, 20 shares were sold by institutions, and Jiangxi Black Cat Carbon Black Inc.Ltd(002068) was sold the most, with a net sales of 37.155 million yuan in three days.
Resumption 119 daily limit shares: Shanghai Xujiahui Commercial Co.Ltd(002561) 16 day 11 board Great Wall Motor Company Limited(601633) broken board Hunan Development Group Co.Ltd(000722) 2 daily limit
Today (May 18), the market fluctuated narrowly around the flat market all day, and the three indexes fell slightly. The turnover of the two cities was 770.3 billion, a decrease of 19.7 billion compared with the previous trading day. In terms of sectors, outdoor camping, clothing and textile, education, non-homogeneous transportation and other sectors led the increase, while glyphosate, coal, airport shipping, cro and other sectors led the decline. A total of 119 shares rose by the daily limit today, an increase of 31 shares compared with the daily limit of 88 shares on the previous trading day. Among the Shenwan level industries, textile clothing and computer led the rise of the two cities.
The three major indexes fell slightly, and 10 stocks including Jiangsu Pacific Quartz Co.Ltd(603688) , Shanghai Yizhong Pharmaceutical Co.Ltd(688091) -u hit a record high
On May 18, the Shanghai stock index closed at 308598 points, down 0.25%; Shenzhen composite index closed at 1120808 points, down 0.20%; The gem index closed at 236538 points, down 0.16%. According to the data of China stock market news choice, the intraday share prices of 10 stocks hit an all-time high today, including Jiangsu Pacific Quartz Co.Ltd(603688) , Shanghai Yizhong Pharmaceutical Co.Ltd(688091) -u, etc. Data show that today, the intraday share prices of two stocks hit a record low, including the withdrawal of Germany and Austria
blockbuster news
Li Keqiang: stabilize land prices and house prices, and maintain the steady and healthy development of the real estate market
On the 18th, Li Keqiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, presided over a symposium on stabilizing growth, stabilizing market players and ensuring employment in Yunnan. Li Keqiang said to enhance the core competitiveness of state-owned enterprises and enhance the confidence of private enterprises with effective measures. Support platform economy and digital economy to legally comply with domestic and foreign listing and financing. Stabilize land prices and house prices, support residents’ reasonable housing needs, and maintain the steady and healthy development of the real estate market.
Shanxi Provincial Development and Reform Commission carried out special investigations and policy reminders on some coal enterprises
Recently, according to relevant enterprises, the coal sales price of some enterprises in Shanxi Province may exceed the upper limit of a reasonable range. According to the deployment requirements of the national development and Reform Commission, Shanxi development and Reform Commission immediately carried out a special investigation to learn more about the coal sales and prices of relevant enterprises since May, and found that the coal sales prices of some enterprises exceeded the upper limit of a reasonable range.
Jiangsu Lianyungang Port Co.Ltd(601008) : urban residents will be subsidized up to 2% of the purchase price when purchasing new houses
On May 17, the housing and Urban Rural Development Bureau of Jiangsu Lianyungang Port Co.Ltd(601008) city of Jiangsu Province issued the detailed rules for the implementation of supporting the rigid and improved housing consumption of urban residents, and decided to subsidize the urban residents (excluding Ganyu District) to purchase the newly-built family only housing and the second set of improved housing. Specifically, during the period from May 18, 2022 to June 30, 2022, subsidies will be given at 1% and 1.5% of the purchase price for those who purchase less than 90 square meters (including 90 square meters) and more than 90 square meters of the family’s only house; 1% and 2% of the purchase price shall be subsidized for the second improved house with an area of less than 90 square meters (including 90 square meters) and more than 90 square meters.
National Energy Administration: by the end of April, China’s installed power generation capacity was about 2.41 billion kw, with a year-on-year increase of 7.9%
On May 17, the National Energy Administration released the statistical data of the national power industry from January to April. By the end of April, China’s installed power generation capacity was about 2.41 billion kw, a year-on-year increase of 7.9%. Among them, the installed capacity of wind power was about 340 million KW, a year-on-year increase of 17.7% Cecep Solar Energy Co.Ltd(000591) installed power generation capacity was about 320 million KW, an increase of 23.6% year-on-year.
Sun Guofeng, former director of the Monetary Policy Department of the people’s Bank of China, was examined and investigated
Sun Guofeng, former director of the Monetary Policy Department of the people’s Bank of China, is suspected of serious violations of discipline and law and is currently under disciplinary review and supervision and investigation, according to the discipline inspection and supervision group of the Central Commission for Discipline Inspection and the State Supervision Commission of the people’s Bank of China and the Tianjin Municipal Supervision Commission.
Two departments: further accelerate the implementation progress of the tax rebate policy of value-added tax at the end of the period
The Ministry of Finance and the State Administration of Taxation issued an announcement to further accelerate the implementation of the tax rebate policy of value-added tax at the end of the period. To refund the stock tax allowance of large enterprises in advance, the provisions of item 2 of Article 2 of the announcement of the Ministry of Finance and the State Administration of Taxation on Further Strengthening the implementation of the tax rebate policy of value-added tax at the end of the period shall be adjusted to “qualified large enterprises in manufacturing and other industries may apply to the competent tax authorities for a one-time refund of the stock tax allowance from the tax declaration period in June 2022”.
Before June 30, 2022, based on the voluntary application of taxpayers, the stock tax allowance of large enterprises will be refunded in a centralized manner.
Ministry of industry and information technology: building an ecological environment for the financing and development of large, medium and small enterprises and promoting the ecological competition of the industrial chain
Xu Xiaolan, Vice Minister of the Ministry of industry and information technology, said that the Ministry of industry and information technology mainly formed a good ecology for the financing and development of large, medium and small enterprises through the ecological model of “taking the large with the small and supporting the large with the small”. Because the competition should gradually shift from the previous single point enterprise competition to the ecological competition of the industrial chain, we should build such a good ecology
hot spot stocks
If the industry standard needs to change, this kind of liquor can no longer be called “Baijiu“. Institutions gather to be optimistic about these Baijiu stocks
Sealand Securities Co.Ltd(000750) . In the long run, the fundamentals of the Baijiu industry remain stable, the logic of price upgrading has not changed, and the trend of accelerated capacity expansion of the secondary high-end has not changed. At present, the industry is entering the second growth stage and is in the transition period from high-end first-line led growth to sub high-end elastic growth. It is expected that the industry will continue its structural prosperity in the future, and the sub high-end potential energy is still sufficient.
Textile stocks are active! Changes in the power sector pulled up the trading limit of Sichuan Mingxing Electric Power Co.Ltd(600101) and other stocks
Orient Securities Company Limited(600958) pointed out that with the recent depreciation of the RMB against the US dollar, the export manufacturing sector continued to maintain a high degree of market attention. Under the demand structure of external heat and internal cooling, some textile manufacturing leaders with good fundamentals are still the main allocation direction of medium and short-term industry hotspots and sources of excess returns. Downstream brand consumption leaders are in the left layout stage waiting for data improvement and verification, and are more dominated by structural opportunities. In the long run, we will continue to be optimistic about the high prosperity of sportswear and beauty (cosmetics and medical beauty).
New hot spots frequently appear, outdoor camping, digital sentry concept in the tuyere! Textile stocks also soared Beijing Sanfo Outdoor Products Co.Ltd(002780) limit
Bohai Securities said that camping has multiple attributes such as sports, tourism, social networking and leisure, and the participation threshold is low. After the outbreak of the epidemic, peripheral tourism and self driving tourism have become the main choices of residents. The scale of China’s camping industry has exceeded 30 billion yuan and maintained rapid growth. It is optimistic about the growth of one-stop equipment supplier enterprises.
Theme strategy of eight securities companies: pay attention to the “6.18” big promotion and catalysis! Wait for the recovery of consumption after the epidemic. Do the four sectors have potential?
Soochow Securities Co.Ltd(601555) said that in terms of the number of people diagnosed with the epidemic, residents tended to reduce consumption and postpone consumption in April or the time point most seriously affected by the epidemic. For optional consumer goods such as cosmetics, clothing and household appliances, the consumption during the epidemic has a certain delay, which is expected to recover after the epidemic is alleviated. Recommended optional targets for consumption recovery income: Proya Cosmetics Co.Ltd(603605) , Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , Bloomage Biotechnology Corporation Limited(688363) , Imeik Technology Development Co.Ltd(300896) , DEA shares, etc. It is suggested to pay attention to the supply of rigid demand products with strong toughness: Yonghui Superstores Co.Ltd(601933) etc
selected announcements of listed companies
Do-Fluoride New Materials Co.Ltd(002407) : the company enters TSMC supplier system
Do-Fluoride New Materials Co.Ltd(002407) ( Do-Fluoride New Materials Co.Ltd(002407) ) on May 18, it was announced that after the on-site audit and several rounds of on-line test of Nanjing factory of Taiwan integrated circuit manufacturing Co., Ltd. (hereinafter referred to as “TSMC”), the company has officially entered the TSMC qualified supplier system, and recently began to deliver high-purity electronic chemical materials to TSMC (Nanjing) Co., Ltd.
Zhejiang Nhu Company Ltd(002001) : the project with an annual output of 500 tons of carbonic anhydride and 500 tons of azabicyclic acid has been put into trial operation
Zhejiang Nhu Company Ltd(002001) ( Zhejiang Nhu Company Ltd(002001) ) said during the investigation that the company’s 500 t / a caronic anhydride and 500 t / a aza double ring project has been put into trial operation, and the current capacity utilization rate is about 50% – 60%. At present, the market price of carbonic anhydride is about 700000 yuan / ton, and the market price of azabicyclic anhydride is less than 3 million yuan / ton. The company’s co production process of carbonic anhydride and azabicyclic acid has cost advantages, and the company is still considering actively putting into production. It is understood that some competitors have signs of withdrawal under the downward price of azabicycles. Pfizer covid-19 oral generic drugs are priced at $25 a course of treatment, which will have a certain market demand.
Motic (Xiamen) Electric Group Co.Ltd(300341) : zero carbon construction project to be started
Motic (Xiamen) Electric Group Co.Ltd(300341) ( Motic (Xiamen) Electric Group Co.Ltd(300341) ) it was announced on May 18 that the company plans to start a zero carbon construction project in Motic (Xiamen) Electric Group Co.Ltd(300341) Industrial Park, Xiang’an District, Xiamen, and help Motic (Xiamen) Electric Group Co.Ltd(300341) Xiang’an Industrial Park realize the vision of carbon neutrality through three-step coordinated energy conservation and emission reduction measures. The project is preliminarily planned to be divided into three phases. In the first phase, based on the EMC contract situation of distributed photovoltaic + energy storage, it is proposed to rent the roof and its ancillary facilities of No. 808 Fangshan South Road, Motic (Xiamen) Electric Group Co.Ltd(300341) Xiang’an District, and Xiamen Naichao Technology Co., Ltd. will invest, construct and operate the distributed photovoltaic and energy storage project.
Cngr Advanced Material Co.Ltd(300919) : it is proposed to invest US $1.26 billion in the project of smelting high matte nickel from laterite nickel ore
Cngr Advanced Material Co.Ltd(300919) ( Cngr Advanced Material Co.Ltd(300919) ) on May 18, it was announced that three Hong Kong subsidiaries and rigqueza signed the joint venture agreement on the laterite nickel ore smelting project with an annual output of 40000 tons of high matte nickel containing metal (Indonesia), and the three Hong Kong subsidiaries and rigqueza invested and constructed the laterite nickel ore smelting project with an annual output of 40000 tons of high matte nickel containing metal (IWIP) in wedabay Industrial Park, hamahela Island, Indonesia, with a total investment of 420 million US dollars, The total investment of the three projects is 1.26 billion US dollars. The high nickel matte produced by the project is the raw material for manufacturing high-purity nickel sulfate. High purity nickel sulfate is an indispensable core material of ternary precursor, which will provide reliable resource guarantee for the development of the company’s business.
Jiangsu Lidao New Material Co.Ltd(603937) : it is proposed to build a new energy battery collector material project of 1 billion yuan
Jiangsu Lidao New Material Co.Ltd(603937) ( Jiangsu Lidao New Material Co.Ltd(603937) ) it was announced on May 18 that the company plans to sign an investment contract with the Management Committee of Anhui Wuhe Economic Development Zone to build a new energy battery collector material project in Wuhe County, with a total investment of 1 billion yuan.
mubang high tech: the subsidiary signed a strategic cooperation framework contract with Changzhou Shunfeng
Mubang high tech ( Banbao Co.Ltd(603398) ) announced on May 18 that haoan energy, a wholly-owned subsidiary of the company, signed a strategic cooperation framework contract with Changzhou Shunfeng. From June 1, 2022 to May 31, 2025, haoan energy is expected to sell 372 million monocrystalline silicon chips to Changzhou Shunfeng and its affiliated company Jiangsu Shunfeng New Energy Technology Co., Ltd., with an estimated sales amount of 2.26 billion yuan (including tax).
Bank Of Nanjing Co.Ltd(601009) : the largest shareholder of the company increased its shareholding by more than 1%
Bank Of Nanjing Co.Ltd(601009) ( Bank Of Nanjing Co.Ltd(601009) ) announced on May 18 that the proportion of shares held by BNP Paribas and Bank of Paris (QFII), the largest shareholder of the company, increased from 14.04% to 16.37%, and the proportion of increase was 2.33%, more than 1%.
ST Shennan: the subsidiary has only passed Huawei technical certification and has not obtained relevant orders yet
ST Shennan ( Suna Co.Ltd(002417) ) announced on May 18 that recently, the company’s subsidiaries Mingcheng technology and Shennan Xinchuang obtained Huawei Technology certification, which attracted high attention from investors. Huawei shengteng Wanli partnership program is a partnership program launched around the atlas Artificial Intelligence Computing Platform Based on Huawei shengteng chip. The products and solutions of the company’s subsidiaries Mingcheng technology and Shennan Xinchuang are adapted to the atlas artificial intelligence computing platform. At present, no relevant orders have been obtained. Mingcheng technology and Shennan Xinchuang have only passed the technical certification and obtained the qualification to become a partner of Huawei to build shengteng ecology. Whether orders can be formed in the future needs to be further expanded by the company.
Byd Company Limited(002594) : new related parties Chengxin Lithium Group Co.Ltd(002240) estimated amount of related party transactions 4 billion yuan
Byd Company Limited(002594) ( Byd Company Limited(002594) ) it was announced on May 18 that the board of directors of the company passed a proposal to agree that the daily related party transactions of the company and its holding subsidiaries in 2022 for Chengxin Lithium Group Co.Ltd(002240) purchasing and entrusted processing lithium products from the new related party Chengxin Lithium Group Co.Ltd(002240) are expected to amount to 4 billion yuan, and agreed to authorize the management of the company to go through relevant procedures.
Ja Solar Technology Co.Ltd(002459) : the estimated investment in the planned expansion of the company’s integrated production capacity is 10.29 billion yuan
Ja Solar Technology Co.Ltd(002459) ( Ja Solar Technology Co.Ltd(002459) ) it was announced on May 18 that the company plans to expand the integrated production capacity of the company. The investment projects are Qujing 10GW high-efficiency battery, 5GW component project and Hefei 11gw high-power component reconstruction and expansion project, with an estimated investment of 10.29 billion yuan, accounting for 62.38% of the latest audited net assets.
Qingdao Tgood Electric Co.Ltd(300001) : pre bid 194 million yuan China Huadian 2022 new energy project
Qingdao Tgood Electric Co.Ltd(300001) ( Qingdao Tgood Electric Co.Ltd(300001) ) it was announced on May 18 that the company is expected to win the bid for the procurement of 35kV box type transformer frame of new energy of China Huadian Group in 2022, and the bid winning amount is expected to be about 194 million yuan. The subsidiary Tedian technology recently signed the procurement and construction contract for intelligent charging system of electric vehicle group with Wuhu Jiuzi Energy Co., Ltd., with a contract amount of 82.38 million yuan.
Anhui Honglu Steel Construction(Group) Co.Ltd(002541) : it is proposed to invest 2 billion yuan to build Honglu steel structure green intelligent assembly base project
Anhui Honglu Steel Construction(Group) Co.Ltd(002541) ( Anhui Honglu Steel Construction(Group) Co.Ltd(002541) ) it was announced on May 18 that recently, the company signed the investment contract of Honglu steel structure green intelligent assembly base project with the people’s Government of Tuanfeng County, Hubei Province. The total investment of the project is about 2 billion yuan. It is planned to build a green intelligent fabricated steel structure building parts production base with an annual output of 380000 tons, mainly building intelligent building steel structure, steel pipe, steel bar truss floor support sector and enclosure wallboard production lines.
Contemporary Amperex Technology Co.Limited(300750) : 136300 restricted shares to be repurchased and cancelled
Contemporary Amperex Technology Co.Limited(300750) ( Contemporary Amperex Technology Co.Limited(300750) ) announced on May 18 that in view of the reasons that some incentive objects in the company’s restricted stock incentive plan in 2018 and 2019 quit their jobs or their personal performance appraisal did not meet all unlocking requirements, the company plans to repurchase and cancel 136300 shares of restricted shares granted to the above-mentioned incentive objects but not yet removed.
