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 A-share indexes strengthened collectively: the Shanghai index rose 1.6% and the net purchase of funds from the North exceeded 14 billion yuan
On May 20, the three major stock indexes rose strongly in intraday shock, and rose again in the afternoon, with an increase of more than 1.5%; Among them, the Shanghai index recovered 3100 points and the gem index exceeded 2400 points; The turnover of the two cities was significantly enlarged, with a full day turnover of more than 900 billion yuan, a large net inflow from the north and a full day net purchase of more than 14 billion yuan.
The price of Shanghai Stock Exchange rose 3100 points and swept more than 14 billion goods northward. How long will this rebound last?
Today, the big consumer sector ushered in a collective rebound. Among them, the wine making board is the most eye-catching, among which Zhejiang Guyuelongshan Shaoxing Wine Co.Ltd(600059) , Shanghai Jinfeng Wine Company Limited(600616) limit, Luzhou Laojiao Co.Ltd(000568) , Wuliangye Yibin Co.Ltd(000858) rise by more than 5%. On the news side, in the coming June, the new national standard of Baijiu industry will be implemented. In the new standard, flavored Baijiu is excluded from the classification of Baijiu, and it is clear that it belongs to prepared liquor. The low-end Baijiu market, which is good for grain and liquor making enterprises and is dominated by alcohol, will be reshuffled.
The stock index stood at 3100 points, and the funds from the North swept more than 14.2 billion yuan. The coal and oil sector soared by more than 4%. Has the A-share stabilized?
Affected by favorable policies, on Friday (May 20), the three major A-share indexes rose across the board, the Shanghai Composite Index successfully stood at 3100 points, a large influx of funds from the north to sweep goods, and the net purchase amount exceeded 14.2 billion yuan. Can the rebound of A-Shares continue? How does the future run? In the face of the global stock market turmoil, recently, the A-share market is full of resilience. How will the future market operate? In this regard, analysts generally believe that market confidence is gradually restored and A-Shares are expected to continue to rise.
Dragon and tiger list: 309 million rush to raise Hengdian Group Dmegc Magnetics Co.Ltd(002056) foreign capital net purchase of 3 shares and institutions net purchase of 7 shares
On May 20, Hengdian Group Dmegc Magnetics Co.Ltd(002056) , with a net inflow of 309 million yuan in the three days, was the largest net inflow among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, up 25.28% in the past three days. The top net inflow of funds was the net purchase of 157 million yuan by Shengang Zhejiang branch on the third day. A total of 18 stocks were involved in the institutional participation list, of which 7 were net bought by the institution, Hengdian Group Dmegc Magnetics Co.Ltd(002056) was the most bought, with a net purchase of 238 million yuan in three days. In addition, 11 shares were net sold by institutions, and Jinke Property Group Co.Ltd(000656) was sold the most, amounting to 315 million yuan.
Resumption of trading of 111 shares limited: Zhongnongfa Seed Industry Group Co.Ltd(600313) closing board at the end of trading Hengdian Group Dmegc Magnetics Co.Ltd(002056) 2 board Shandong Xinhua Pharmaceutical Company Limited(000756) plummeted by more than 7%
Today (May 20), the market opened higher all day, and the three indexes rose by more than 1%. The turnover of the two cities today was 92.7 billion, 114 billion compared with the previous trading day. In terms of sectors, coal, industrial metals, camping economy, new tobacco and other sectors led the increase, while real estate, prefabricated construction, agricultural services, education and other sectors led the decline. A total of 111 shares rose today, an increase of 11 shares over the limit of 100 shares on the previous trading day. In the Shenwan industry, coal and beauty care led the rise in the two cities.
The Shanghai stock index returned to 3100 points Zhongnongfa Seed Industry Group Co.Ltd(600313) , and 10 stocks such as East micro semi guide hit a record high
On May 20, the Shanghai stock index closed at 314657 points, up 1.60%; Shenzhen composite index closed at 1145453 points, up 1.82%; The gem index closed at 241735 points, up 1.69%. According to the data of China stock market news choice, the intraday share prices of 10 stocks hit an all-time high today, including Zhongnongfa Seed Industry Group Co.Ltd(600313) , Dongwei semi guide, etc. Data show that today, the intraday share prices of two stocks hit a record low, including the withdrawal of Germany and Austria Weight of news
Li Keqiang: continue to build a big market in the world and a hot land for foreign investment
Premier Li Keqiang attended the Symposium on the 70th anniversary of the establishment of the China Council for the promotion of international trade in fanghuayuan, Diaoyutai on the evening of May 19. Li Keqiang stressed that we will continue to deepen the reform of "deregulation, regulation and service", create a market-oriented, legal and international business environment, clarify transparent, stable and predictable regulatory rules, further relax market access, ensure that foreign-funded enterprises enter the open fields according to law, strictly protect intellectual property rights, and continue to build China into a big market in the world and a hot land for foreign investment.
Nanjing second-hand housing purchase restriction New Deal half day tour
On the afternoon of May 20, when an intermediary agency in Nanjing took customers to the municipal trading center to go through the transaction procedures, it was told that there was no need for house purchase certificate, and there was no need for house purchase certificate for local and foreign accounts, regardless of region and number of sets. However, this policy was soon stopped. As of press time, the relevant departments of Nanjing Housing Administration Bureau had not responded to this.
The CSRC issued the measures for the supervision and administration of managers of publicly offered securities investment funds and its supporting rules
The CSRC revised the measures for the administration of securities investment fund management companies and changed its name to the measures for the supervision and administration of managers of publicly offered securities investment funds. Recently, the CSRC officially issued the measures for managers and its supporting rules. The measures for managers and its supporting rules improve the regulatory requirements of public fund managers from the whole chain of "access - internal control - operation - Governance - Exit - supervision", highlighting the combination of release and management.
CSRC: broaden financing channels for scientific and technological innovation and promote the agglomeration of factor resources in the field of scientific and technological innovation
The CSRC guided the Shanghai and Shenzhen Stock Exchange to officially launch scientific and technological innovation corporate bonds on the basis of the early pilot, so as to further enhance the financing service ability of the capital market for scientific and technological innovation enterprises. Science and technology innovation bond aims to strengthen the precise support and direct capital of the bond market in the field of science and technology innovation. It mainly serves four types of issuers: Science and innovation enterprises, science and innovation upgrading, science and innovation investment and science and innovation incubation, and focuses on supporting the financing needs of high-tech industries, strategic emerging industries and transformation and upgrading of traditional industries.
CSRC: give further play to the function of capital market and support the recovery and development of areas and industries seriously affected by the epidemic
On May 20, the CSRC issued the notice on further exerting the function of capital market to support the recovery and development of areas and industries seriously affected by the epidemic, and put forward 23 policies and measures. The notice focuses on strengthening the support for direct financing, implementing the extension policy, optimizing the arrangement of supervision and giving full play to the role of industry institutions, and strengthening the policy support in the application for initial public offering, listing on the Beijing stock exchange, refinancing, M & A, corporate bonds, asset securitization products, etc.
Dalian real estate new deal: the purchase of second-hand houses in restricted areas is no longer limited by the total number of existing houses
The office of Dalian leading group for maintaining the steady and healthy development of the real estate market issued the notice on promoting the healthy development and virtuous cycle of the real estate industry in Dalian.
The notice mentioned that from now on, households will implement the purchase restriction policy for commercial housing in Zhongshan District (excluding Donggang business district), Xigang District and Shahekou District; The number of housing units in non restricted areas will not be included in the total number of units; Those who buy second-hand houses in restricted areas are no longer limited by the total number of existing houses.
Qingdao: you can enjoy a one-time subsidy of 3000 to 10000 yuan for buying a car
The Information Office of Qingdao municipal government held a press conference to introduce that the theme consumption activity will be carried out from May 21 to October 31. When buying a car, you can enjoy a one-time subsidy of 3 Tcl Technology Group Corporation(000100) 00 yuan according to different models and different prices. The issuance of automobile consumption vouchers is currently being refined and improved, and will be launched in the near future to make it more convenient for citizens to buy cars. It will be specially released at the start.
The Shanghai stock exchange plans to release the list of sample stocks of Shanghai Science and technology innovation board chip index on June 13
The Shanghai Stock Exchange announced that in order to timely reflect the performance of the securities listed on the science and innovation board and provide the market with multi-dimensional investment targets and performance benchmarks, the Shanghai Stock Exchange and China Securities Index Co., Ltd. will officially release the Shanghai Science and innovation board chip index on June 13, 2022. After liquidity screening, SSE Kechuang board chip index selects no more than 50 securities of Listed Companies in the fields of semiconductor materials and equipment, chip design, chip manufacturing, chip packaging and testing with large market value from the Kechuang board market as index samples to reflect the overall performance of securities of Listed Companies in the chip industry, which is a representative of the Kechuang board market.
Companies including Hang Seng Index
On May 20, the Hang Seng Index company announced the quarterly inspection results, including Semiconductor Manufacturing International Corporation(688981) and other four companies into the Hang Seng Index. Excluding Ruisheng technology, the number of component shares will increase from 66 to 69; Weilai group was included in the Hang Seng technology index and ASM Pacific Technology was excluded. The number of constituent stocks remained 30.
Cbcirc: it will work with relevant departments to implement support policies to encourage mergers and acquisitions of small and medium-sized banks
"Encourage high-quality banks, insurance companies and other qualified institutions to participate in the merger and reorganization of rural small and medium-sized banks, implement the support policies to encourage the merger and reorganization of rural small and medium-sized banks in conjunction with relevant departments, and promote the merger and reorganization and regional integration of rural small and medium-sized banks in accordance with the principle of marketization and legalization." The person in charge of relevant departments of the CBRC said.
The safe issued relevant measures to further promote the foreign exchange market to serve the real economy
Support enterprises to manage exchange rate risk well, comprehensively consider product types, customer classification and hedging demand characteristics, and handle foreign exchange derivatives business for customers that is consistent with their risk tolerance and hedging demand, so as to reduce the uncertainty of production and operation. Pay attention to guiding customers to follow the exchange rate risk management principle with "value preservation" rather than "value appreciation" as the core, and focus on the main business, hedging and hedging
hot spot stocks
The banking sector is stronger! E-cigarette concept explosion Zhuhai Rundu Pharmaceutical Co.Ltd(002923) , Gettopacoustic Co.Ltd(002655) and other daily limits
Guosheng Securities pointed out that the five-year period was reduced to 4.45%, the "interest rate cut" made efforts to "steady growth", which was conducive to the improvement of the credit environment and supported the bank valuation. At the beginning of the year, the real estate market continued to be cold, and the social finance and credit data weakened. In this case, the "interest rate cut" to reduce the purchase cost of residents is expected to boost confidence. If the housing market can pick up in the future, it will benefit the relevant credit demand and asset quality of banks and support the valuation.
Food and drink, cars, camping, home appliances consumption recovery is just at the right time Zhongtong Bus Co.Ltd(000957) stage 6-board
Dongguan Securities pointed out that with the gradual easing of the epidemic, Shanghai's automobile industry has fully resumed work, driving the automobile industry chain to accelerate the resumption of work and production. It is expected to resume normal production in late May. Many ministries and commissions vigorously promote automobile consumption, and a new round of automobile to the countryside policy is expected to be introduced in the near future. Since May, Guangdong, Shenyang and other places have successively introduced policies and measures to promote automobile consumption, such as car purchase subsidies. As one of the key supporting industries for the country to achieve the expected goal of stable growth, the automobile industry will be supplemented by production and sales after the epidemic is alleviated, ushering in restorative growth.
The global coal war has begun! The coal sector ushered in a historic market with double rise in performance and valuation?
Cinda Securities said that the coal trade pattern has been reshaped and the coal competition war has begun. From a deeper level, the global coal production cycle driven by supply logic is the root of the continuous tension between coal supply and demand in China and even the world. At present, it is still in the early stage of a new round of global energy Inflation Based on the production capacity cycle and boosted by excessive currency. The problem of global coal, oil and gas resource supply shortage may become more serious in the next three to five years or even longer
selected announcements of listed companies
Beiqi Foton Motor Co.Ltd(600166) : received 90.74 million yuan of national new energy vehicle promotion subsidy
Beiqi Foton Motor Co.Ltd(600166) ( Beiqi Foton Motor Co.Ltd(600166) ) it was announced on May 20 that the company received a notice from the National Development Bank and received a new energy vehicle promotion subsidy of 90.74 million yuan transferred from Beijing Municipal Bureau of finance, which is the subsidy fund for the promotion and application of new energy vehicles in 20192021.
Walvax Biotechnology Co.Ltd(300142) : bivalent HPV vaccine is expected to be on the market in the second quarter
Walvax Biotechnology Co.Ltd(300142) ( Walvax Biotechnology Co.Ltd(300142) ) said on the interactive platform that the company's bivalent HPV vaccine is currently carrying out product production, batch issuance, recruitment standards and other work, and is expected to be put on the market in the second quarter.
Suzhou Maxwell Technologies Co.Ltd(300751) : it is proposed to invest 2.1 billion yuan to build Maiwei semiconductor equipment project
Suzhou Maxwell Technologies Co.Ltd(300751) ( Suzhou Maxwell Technologies Co.Ltd(300751) ) it was announced on May 20 that the company and its subsidiary Maiwei Technology (Zhuhai) Co., Ltd. planned to sign the investment cooperation agreement and project supervision agreement with the Management Committee of Zhuhai high tech Industrial Development Zone, and planned to invest in the construction of "Maiwei semiconductor equipment project", with a total planned investment of 2.1 billion yuan.
Goertek Inc(002241) : it is proposed to subscribe for the new equity of Yuguang technology by RMB 200 million
Goertek Inc(002241) ( Goertek Inc(002241) ) it was announced on May 20 that the company intends to subscribe for the new equity of Beijing Yuguang Technology Development Co., Ltd. with its own capital of 200 million yuan. After the completion of this transaction, the company will hold 10.526% equity of Yuguang technology. Yuguang technology has the ability to integrate the R & D, design, manufacturing and detection of micro nano optical devices and the integration of optical, electromechanical and computing systems. It can provide core micro nano optical devices, projection / display modules and overall solutions for three-dimensional sensing for smart phones, AR glasses and other application scenarios. Yuguang technology has synergy with the company in the above related business areas, which helps to improve the comprehensive competitiveness of the company.
Huashi science and technology: it is planned to invest and build 1000 sets of 3D laser sentinel projects with an annual output of no less than 200 million yuan
Huashi Technology (301218) announced on May 20 that Huashi intelligence, a wholly-owned subsidiary, plans to purchase land from the Management Committee of Zhejiang Hangzhou future science and technology city for the "annual output of 1000 sets of 3D laser sentry project", mainly including the production, R & D and sales of 3D laser sentry project, and the construction of production workshop, experimental testing workshop, production supporting equipment, office space, restaurant, underground parking garage and relevant supporting facilities. The total investment of the project shall not be less than 200 million yuan (including: the total investment in fixed assets shall not be less than 170 million yuan).
China Merchants Bank Co.Ltd(600036) : the board of directors approved the full redemption of US $1 billion of overseas preferred shares
China Merchants Bank Co.Ltd(600036) ( China Merchants Bank Co.Ltd(600036) ) announced on May 20 that the board of directors considered and approved the proposal on full redemption of China Merchants Bank Co.Ltd(600036) 1 billion US dollars of overseas preferred shares. The company meets the preconditions for full redemption of overseas preferred shares and can redeem the company's overseas preferred shares in full and pay the dividends not yet paid.
The above-mentioned redemption of overseas preferred shares shall also be reported to the CBRC for approval or a no objection reply.
Fujian Aonong Biological Technology Group Incorporation Limited(603363) : since April, the average gross profit of pig sales has been significantly improved compared with the first quarter of this year
Fujian Aonong Biological Technology Group Incorporation Limited(603363) ( Fujian Aonong Biological Technology Group Incorporation Limited(603363) ) it was announced on May 20 that the company's feed sales volume was 852300 tons from January to April, with a year-on-year increase of 3.72%. The company continued to promote as planned and strive to achieve the goal of 4 million tons of feed export in 2022; From January to April, the company sold 1.432 million pigs, a year-on-year increase of 93.4%. Since April, the average gross profit of pig sales has been significantly improved compared with the first quarter of this year. The company continues to push forward as planned and strive to achieve the goal of selling 5.5 million pigs in 2022.
Cosco Shipping Holdings Co.Ltd(601919) : the controlling shareholder intends to increase the holding of A-Shares and H shares of the company by RMB 1.5-3 billion
Cosco Shipping Holdings Co.Ltd(601919) ( Cosco Shipping Holdings Co.Ltd(601919) ) it was announced on May 20 that COSCO Shipping Group, the controlling shareholder of the company, increased its holding of 500000 A-Shares on May 20; The wholly-owned subsidiary of COSCO Shipping Group increased its holdings of H shares by 3025500 shares from May 19 to 20. COSCO Shipping Group or its wholly-owned subsidiary plans to increase its holdings of A-Shares and H shares within 12 months from the date of this increase. The total amount of shares to be increased is not less than 1.5 billion yuan and not more than 3 billion yuan (including the shares increased this time).
Gcl System Integration Technology Co.Ltd(002506) : signing strategic cooperation agreement with rainbow new energy
Gcl System Integration Technology Co.Ltd(002506) ( Gcl System Integration Technology Co.Ltd(002506) ) it was announced on May 20 that the company recently signed a strategic cooperation agreement with Chengdu Rainbow Appliance(Group) Shares Co.Ltd(003023) new energy Co., Ltd. the two sides established a strategic partnership. The agreement agreed that the company would purchase photovoltaic glass from rainbow new energy from May 2022 to April 2024, and the total amount of cooperation is expected to be 2.021 billion yuan.
Kennede Electronics Mfg.Co.Ltd(002723) : it is proposed to invest 22.5 million yuan in Hong Kong huabiology and hold 30% of its equity to deepen the layout of e-cigarette industry
Kennede Electronics Mfg.Co.Ltd(002723) ( Kennede Electronics Mfg.Co.Ltd(002723) ) on May 20, it was announced that Yunhai venture, a wholly-owned subsidiary, would invest 22.5 million yuan in Hong Kong and China biology with its own funds and hold 30% equity of Hong Kong and China biology; At the same time, Yunhai venture, Cui Yibing and Shen Zhixiong signed the gambling agreement of equity transfer agreement respectively. The target company has production qualifications such as nicotine safety production license, hazardous chemicals registration certificate and pollutant discharge license, and is one of the scarce enterprises in the field of nicotine production in China. The high-purity nicotine produced by the target company is the upstream business of e-cigarette. This investment will deepen the layout of the company in the e-cigarette industry.
Tianqi Lithium Corporation(002466) : it is proposed to establish a joint venture to carry out cooperation in pre lithium technology and equipment research and development
Tianqi Lithium Corporation(002466) ( Tianqi Lithium Corporation(002466) ) on May 20, it was announced that tianqichuang lithium, a wholly-owned subsidiary of the company, and Beijing Weilan signed and completed the cooperation agreement on the same day. The two sides plan to jointly invest in the establishment of a joint venture to jointly engage in the R & D, production and sales of pre lithium negative electrode materials and recycling, metal lithium negative electrode and lithium based alloy (composite) negative electrode materials, pre lithium reagent (raw materials) and pre lithium manufacturing equipment products.
Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) : proposed to raise no more than 15 billion yuan
After the total amount of the company's investment in exploration, construction and construction projects and supplementary operating funds of RMB 15 billion in the field of non-public fund-raising, the company will not repay the total amount of the company's investment in the field of exploration and construction projects and wind power projects after the announcement of non-public fund-raising.
Midea Group Co.Ltd(000333) : the company is actively promoting the acquisition of KUKA
Midea Group Co.Ltd(000333) ( Midea Group Co.Ltd(000333) ) on May 20, the company disclosed the progress of full acquisition and privatization of KUKA's equity: KUKA held an annual general meeting on May 17 local time to review the proposal of Guangdong Midea Electric Co., Ltd. fully acquiring the remaining shares of KUKA held by minority shareholders in cash, which has been deliberated and approved by KUKA's annual general meeting. The company is actively promoting the work related to this acquisition and will disclose the progress of the acquisition in a timely manner in accordance with relevant regulations.
