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-Shares opened low and went high, and the wind power and photovoltaic sectors rose sharply
On May 19, the three major stock indexes opened low and went high, stopped falling and rebounded near the afternoon, and pulled up in the afternoon; The Shanghai index once again approached 3100 points, and the Shenzhen Composite Index and gem index strengthened; The turnover of the two cities has been enlarged, with a full day turnover of about 800 billion yuan and a net purchase of more than 5 billion yuan from the north.
The self rescue under the stock game of opening the index low and going high needs to beware of the risk of second stepping back
Under the background of the sharp decline of European and American stock markets, the overall undertaking strength of the market is still good. Based on yesterday’s expectations for the market to step back, the low opening in early trading today is a part of cashing in, but the strength of step back is relatively small, and we also need to beware of the risk of second step back in the short term. 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.
Turn red! A shares go out of the independent market, and the new fund accelerates the establishment of positions
U.S. stocks fell sharply overnight, but today A-Shares came out of the independent market. The three major stock indexes opened low and went high, among which the new energy sector became the most beautiful. It is worth noting that recently, a number of asset management veterans who have passed through multiple rounds of cattle and bears have made rare sounds, including Mo Taishan, chairman of Bodao fund, Qiu Guolu, founder of Gaoyi assets, Lin Lijun, chairman of Zhengxin Valley, and Liang Yuejun, general manager of rosefinch fund. Veterans have quite the same view. At present, the A-share market is in the bottom range.
Dragon and tiger list: RMB 112 million rush to raise Hengdian Group Dmegc Magnetics Co.Ltd(002056) foreign capital net buys 3 shares and institutions net buys 12 shares
On May 19, Hengdian Group Dmegc Magnetics Co.Ltd(002056) , with a net capital inflow of 112 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 5.14% throughout the day. The top net inflow of funds was the net purchase of 122 million yuan by Shengang Zhejiang branch. A total of 24 shares were involved in the institutional participation in the dragon and tiger list, of which 12 shares were net purchased by the institution, and Hengdian Group Dmegc Magnetics Co.Ltd(002056) was the most purchased, amounting to 96.665 million yuan. In addition, 12 shares were net sold by institutions, and Fujian Aonong Biological Technology Group Incorporation Limited(603363) was sold the most, amounting to 169 million yuan.
Resumption of 100 trading stocks: Zhongnongfa Seed Industry Group Co.Ltd(600313) fried board Shanghai Xujiahui Commercial Co.Ltd(002561) 17 day 12 board Shandong Xinhua Pharmaceutical Company Limited(000756) trading reverse package
Today (May 19), the market opened lower and higher all day, and the three indexes rose slightly. The turnover of the two cities was 806.7 billion, 36.4 billion compared with the previous trading day. In terms of sectors, hjt battery, wind power, real estate services, photovoltaic and other sectors led the increase, while Internet e-commerce, oil and gas exploitation, pork, food processing and other sectors led the decline. Today, a total of 100 shares rose by the limit, 19 shares less than the limit of 119 shares on the previous trading day. Among the Shenwan level industries, power equipment and real estate led the rise of the two cities.
The three major indexes closed red Jiangsu Pacific Quartz Co.Ltd(603688) , and five stocks such as Jingke energy hit a record high
On May 19, the Shanghai stock index closed at 309696 points, up 0.36%; Shenzhen composite index closed at 1125006 points, up 0.37%; The gem index closed at 237713 points, up 0.50%. According to the data of China stock market news choice, the intraday share prices of five stocks hit an all-time high today, including Jiangsu Pacific Quartz Co.Ltd(603688) , Jingke energy, etc. Data show that today, the intraday share prices of four stocks hit a record low, including the withdrawal of Germany and Austria
blockbuster news
Li Keqiang inspected in Yunnan: pay another agricultural subsidy as soon as possible
In Changpo Yi village, Li Keqiang inspected the situation of corn seedlings and understood the cost and income of grain planting. He said that food is enough and the world is safe, and planting food is the last word. At present, the price of agricultural materials is still high. We should help farmers and issue agricultural materials subsidies again as soon as possible. Small and micro business owners and self-employed households in the village reported that it was difficult to repay the loan. Li Keqiang said that policies such as loan extension and deferred repayment of principal should be implemented in place, and the phased deferred interest payment policy should be introduced as soon as possible.
Han Zheng: solidly promote the construction of a beautiful China
Han Zheng, member of the Standing Committee of the Political Bureau of the CPC Central Committee, vice premier of the State Council and leader of the central leading group for ecological and environmental protection supervision, presided over the meeting of the central leading group for ecological and environmental protection supervision on the 19th. Han Zheng stressed that we should focus on realizing the synergy of pollution reduction and carbon reduction, promote the comprehensive green transformation of economic and social development, improve the level of resource intensive and economical utilization, and steadily and orderly promote carbon peak and carbon neutralization.
Ministry of Commerce: the cancellation of tariffs imposed by the United States on China is beneficial to the United States, China and the world
At the regular press conference held by the Ministry of Commerce today, some media asked that US Treasury Secretary Yellen said on Wednesday that she advocated the abolition of some punitive tariffs on China. What is the comment of the Ministry of Commerce on this? In this regard, Shu jueteng, spokesman of the Ministry of Commerce, said that under the current situation of high inflation, the cancellation of tariffs imposed by the United States on China is in the fundamental interests of American consumers and enterprises, which is beneficial to the United States, China and the world.
What new progress has been made in stabilizing foreign investment and promoting consumption? Latest response from the Ministry of Commerce
On May 19, Shu jueteng, spokesman of the Ministry of Commerce, said at the regular press conference of the Ministry of commerce that affected by multiple factors, China faces many challenges in utilizing foreign capital, but the favorable factors in attracting foreign capital remain unchanged. For this year’s consumption situation, Shu jueteng said that the characteristics of strong consumption toughness and sufficient potential in China have not changed, and the fundamentals of long-term good consumption development have not changed. As the impact of the epidemic is gradually controlled, various policies and measures to expand domestic demand and promote consumption are effective, and consumption is expected to continue to recover its development trend.
Frequent new policies in the property market! The down payment ratio of second home loans in these cities was reduced to 30%
On May 19, Changzhou, Shijiazhuang, Yinchuan and other places successively lowered the down payment ratio of commercial individual housing loans. Among them, the down payment ratio of the second set of housing was reduced to 30%, with a large reduction range as a whole. In this regard, industry insiders pointed out that with the implementation of regulatory policies aimed at improving the demand for second homes in many places, the market is expected to accelerate stabilization and recovery.
State Food and reserve administration: the minimum purchase price of summer grain this year has been comprehensively raised
This year, the state continued to implement the minimum purchase price policy for wheat and rice in some main producing areas, and the minimum purchase price level of wheat, early indica rice, medium and late indica rice and japonica rice was comprehensively raised. The minimum purchase prices of wheat, early indica rice, medium and late indica rice and japonica rice this year were 115 yuan, 124 yuan, 129 yuan and 131 yuan per 50kg respectively, an increase of 2 yuan, 2 yuan, 1 yuan and 1 yuan respectively over the previous year, the State Food and Reserve Administration said on the 19th. Summer grain is mainly wheat, accounting for about 1 / 4 of the annual output. It is estimated that the purchase volume in peak season is about 130 billion kg, which is roughly equivalent to the perennial level.
China Securities Association: further improve the self regulatory rule system and self regulatory framework of OTC derivatives
According to the China Securities Association, recently, the professional committee of OTC market and derivatives business of China Securities Association held a plenary meeting and proposed to further improve the self-discipline rule system and self-discipline regulatory framework of OTC derivatives, strengthen the construction of OTC financial infrastructure, continuously improve the function and business standardization level of the quotation trading report Library of China Securities Association, and truly achieve the “clear, clear and manageable” of derivatives business
hot spot stocks
Photovoltaic concept stocks trading tide industry to maintain a high boom, the first quarter continued to increase, which core targets can be concerned about?
Southwest Securities Co.Ltd(600369) pointed out that it would continue to be firmly optimistic about the upward market of 5-volt sector repair. 1) The demand at home and abroad is still strong, and the operating rate has not decreased. 2) The first quarter report is excellent, and the second quarter will continue. 3) Near the “630” grid connection time node, the ground power station needs to be started gradually; The construction of distributed projects has also resumed with the promotion of China’s resumption of work and the gradual easing of logistics. In the short term, the data of photovoltaic in the first quarter is strong. With the continuous release of new silicon production capacity, the supply side is gradually abundant, which is expected to drive the growth of downstream demand.
The concept of assisted reproduction is stronger! Wind power, photovoltaic and other sectors broke out Zhangjiagang Zhonghuan Hailu High-End Equipmentco.Ltd(301040) 20cm limit
Founder Securities Co.Ltd(601901) said that under the background of global dual carbon strategy, the future development trend of wind power is clear, and the overall investment logic has changed from cycle attribute to growth attribute. At present, the valuation of the sector has been lower than the historical median level, and continues to be optimistic about the investment opportunities of large-scale wind turbines and offshore wind power. It is suggested to pay attention to the whole machine leaders with strong supply chain management and control ability, as well as the wind power parts enterprises with global supporting ability and good cost control.
Leading 3-panel photovoltaic concept takes the lead! Demon stocks are rampant in two sectors Shandong Xinhua Pharmaceutical Company Limited(000756) , Zhongtong Bus Co.Ltd(000957) soaring
Huaxin securities mentioned that China’s manufacturing industry is in a period of continuous transformation and upgrading, which will bring broad market space to the high-end equipment industry and maintain the industry’s “overweight” rating. Focus on industrial automation and high-end machine tool equipment, self controllable semiconductor equipment, carbon neutralization accelerating new energy industry that is in line with the direction of industrial upgrading and the trend of import substitution, which is better than the photovoltaic equipment and lithium battery equipment sector, the detection and inspection industry of Changpo thick snow long track attribute, and the oil service industry that is gradually recovering under the promotion of energy security.
Theme strategies of the eight major securities companies: which is the best track for photovoltaic, wind power and battery new energy? Analysis of each subdivided field!
East Asia Qianhai Securities said that from a long-term perspective, under the background of “double carbon” and the clear goal that the proportion of non fossil energy in primary energy consumption will reach about 20% in 2025, the cost of superimposed photovoltaic power generation continues to decline, the economy continues to improve, the demand for photovoltaic installation is high, and the growth certainty is strong
selected announcements of listed companies
Saic Motor Corporation Limited(600104) : successfully bid for 71.04% shares of Dongzheng finance with RMB 1.607 billion
Saic Motor Corporation Limited(600104) ( Saic Motor Corporation Limited(600104) ) announced on May 19 that the company successfully bid for 71.04% of the shares of Shanghai Dongzheng Auto Finance Co., Ltd. (hereinafter referred to as “Dongzheng finance”) at the price of 1.607 billion yuan.
Fujian Torch Electron Technology Co.Ltd(603678) : it is proposed to spin off the subsidiary Tianji technology to be listed on the science and innovation board
Fujian Torch Electron Technology Co.Ltd(603678) ( Fujian Torch Electron Technology Co.Ltd(603678) ) on May 19, it was announced that the company planned to spin off its holding subsidiary Tianji technology to be listed on the science and innovation board. After the spin off, the shareholding structure of Fujian Torch Electron Technology Co.Ltd(603678) will not change, and will continue to maintain its controlling position in Tianji technology.
Xinyangfeng Agricultural Technology Co.Ltd(000902) : it is proposed to invest 1.2 billion yuan in the comprehensive utilization project of phosphate rock associated resources
Xinyangfeng Agricultural Technology Co.Ltd(000902) ( Xinyangfeng Agricultural Technology Co.Ltd(000902) ) on May 19, it was announced that Yangfeng Chuyuan New Energy Technology Co., Ltd., a wholly-owned subsidiary, plans to sign an investment agreement for the comprehensive utilization of phosphate rock associated resources with the Investment Promotion Bureau of Dongbao District, Jingmen City. Yangfeng Chuyuan New Energy Technology Co., Ltd. plans to invest in the comprehensive utilization of phosphate rock associated resources within the scope of Dongbao District, Jingmen City, with a total planned investment of 1.2 billion yuan.
Yanpai Filtration Technology Co.Ltd(301081) : proposed new filter material industrial park project
Yanpai Filtration Technology Co.Ltd(301081) ( Yanpai Filtration Technology Co.Ltd(301081) ) it was announced on May 19 that the company plans to invest in the construction of a new filter material industrial park project in Liangyuan industrial cluster area of Shangqiu City, with a fixed asset investment of 470 million yuan.
Huizhong Instrumentation Co.Ltd(300371) : it is proposed to buy back shares with RMB 14 million-16 million
Huizhong Instrumentation Co.Ltd(300371) ( Huizhong Instrumentation Co.Ltd(300371) ) announced on May 19 that the company plans to use its own funds to buy back shares in the form of centralized bidding for equity incentive or employee stock ownership plan. The price of repurchased shares shall not exceed 18.05 yuan / share, and the total amount of repurchased funds shall not be less than 14 million yuan and not more than 16 million yuan.
Wuhan Dr Laser Technology Corp.Ltd(300776) : the cumulative amount of sales contracts signed with Longji system within 12 consecutive months is 674 million yuan
Wuhan Dr Laser Technology Corp.Ltd(300776) ( Wuhan Dr Laser Technology Corp.Ltd(300776) ) announced on May 19 that during the period from May 18, 2021 to May 18, 2022, the company signed daily operation contracts with several subsidiaries of Longji green energy, the same counterparty, for 12 consecutive months, with a cumulative contract amount of 674 million yuan, accounting for 53.63% of the company’s audited main business income in 2021.
Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) : it is proposed to invest 700 million yuan to build the power battery thermal management and automotive electronics manufacturing headquarters project
Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) ( Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) ) it was announced on May 19 that Dongguan Sixiang, a holding subsidiary, plans to sign the investment agreement on Dongguan Sixiang power battery thermal management and automotive electronics manufacturing headquarters project with the people’s Government of Wangniudun Town, Dongguan City, and invest 700 million yuan in the construction of power battery thermal management and automotive electronics manufacturing headquarters project.
Foshan Nationstar Optoelectronics Co.Ltd(002449) : sign a comprehensive cooperation agreement with Huawei
Foshan Nationstar Optoelectronics Co.Ltd(002449) ( Foshan Nationstar Optoelectronics Co.Ltd(002449) ) it was announced on May 19 that the company and Huawei Technology Co., Ltd. recently signed the comprehensive cooperation agreement between Foshan Nationstar Optoelectronics Co.Ltd(002449) and Huawei Technology Co., Ltd. through friendly negotiation. Focusing on the advantages of core technology and industrial resources, the company plans to carry out in-depth innovative cooperation in research and development and business cooperation to expand business coverage in the future.
Sinotruk Jinan Truck Co.Ltd(000951) : it is proposed to repurchase 0.5% to 1% of the company’s shares
Sinotruk Jinan Truck Co.Ltd(000951) ( Sinotruk Jinan Truck Co.Ltd(000951) ) on May 19, it was announced that the company planned to buy back some shares of the company in the form of centralized bidding transaction for the implementation of equity incentive plan. The total amount of funds to be used for repurchase shall not exceed 196 million yuan, the number of shares to be repurchased is expected to be no less than 0.50% and no more than 1.00% of the total share capital of the company, and the repurchase price shall not exceed 16.74 yuan / share.
Tianqi Lithium Corporation(002466) : phase I lithium hydroxide project successfully produced the first batch of battery grade lithium hydroxide products
Tianqi Lithium Corporation(002466) ( Tianqi Lithium Corporation(002466) ) it was announced on May 19 that after repeated commissioning and optimization, the first batch of about 10 tons of lithium hydroxide products passed the sampling and testing in the company’s internal laboratory, and all parameters were confirmed to meet the battery grade lithium hydroxide standard on May 19. The product samples have been sent to the third-party Laboratory for independent inspection results. In order to realize the commercial production of the project, the subsidiary Tlk will subsequently provide products to different customers for quality certification. This process is expected to take 4-8 months.
Weichai Power Co.Ltd(000338) : to repurchase 0.5% to 1% shares
Weichai Power Co.Ltd(000338) ( Weichai Power Co.Ltd(000338) ) it was announced on May 19 that the company plans to use its own funds to buy back some shares of the company in the form of centralized bidding transaction for the later implementation of equity incentive plan. The price of this repurchase of A-Shares is no more than 17.57 yuan / share (inclusive), and the number of A-Shares repurchased is expected to be no less than 0.5% and no more than 1% of the total share capital of the company, that is, no less than 43.63 million shares and no more than 87.27 million shares; It is estimated that the total repurchase funds will not exceed 1.533 billion yuan.
