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 fluctuated and sorted out, and monkeypox prevention and control concept stocks soared
On May 23, the three major stock indexes fell in the morning. The Shenzhen Composite Index and gem index fell by about 1% at one time, stopped falling and rebounded in the afternoon, the Shanghai index turned red near the end of the day, and the decline of Shenzhen Composite Index and gem index narrowed significantly; The daily turnover of the two cities was about 860 billion yuan, and the net sales of funds from the North exceeded 5 billion yuan.
The automobile industry chain has lifted the tide of limit rise again Byd Company Limited(002594) concept has begun to show joint force, and some funds have taken the lead in the direction of infrastructure construction at the end of the day
Although the overall undertaking strength of the market is good, the short-term sentiment is relatively general, and the risk appetite of funds is reduced. Today’s strongest auto industry chain should be divided tomorrow. Some funds took the lead in the direction of infrastructure construction at the end of the day. The popularity stocks of the previous wave, such as Zhejiang Construction Investment Group Co.Ltd(002761) , Hunan Development Group Co.Ltd(000722) , Jinpu Landscape Architecture Co.Ltd(301098) , aibulu and so on, rose sharply.
Zhongtong Bus Co.Ltd(000957) 7 Lianban soared nearly 100%, more than 3400 shares rose, and A-Shares entered a new round of upward cycle?
On Monday (May 23), the three major A-share indexes fluctuated, and the Shanghai Composite Index rose slightly. In terms of hot spots, automobile, ferrous metal, lithium extraction from Salt Lake and other sectors have strengthened and attracted much attention. Recently, the performance of A-Shares is full of toughness. How will the future market run? Where are the investment opportunities? In this regard, analysts generally believe that A-Shares have gradually entered a new round of upward cycle, and steady growth is an important main line at present.
Dragon and tiger list: 268 million rush to raise Zhongnongfa Seed Industry Group Co.Ltd(600313) foreign capital net buy 2 shares, institutions net buy 13 shares
On May 23, Zhongnongfa Seed Industry Group Co.Ltd(600313) , with a net inflow of 268 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 29.55% in the past three days. The top Huatai Securities Co.Ltd(601688) headquarters in terms of net capital inflow bought 140 million yuan in three days. A total of 27 stocks were involved in the institutional participation list, of which 13 were net bought by the institution, Levima Advanced Materials Corporation(003022) was the most bought, with a net purchase of 179 million yuan in three days. In addition, 14 shares were net sold by institutions, and Avicopter Plc(600038) was sold the most, amounting to 148 million yuan.
Resumption of 115 trading limit shares: Zhongnongfa Seed Industry Group Co.Ltd(600313) 2 connected board Shanghai Zj Bio-Tech Co.Ltd(688317) 20cm Zhongtong Bus Co.Ltd(000957) 7 board
Today (May 23), the market bottomed out and rebounded throughout the day, with a turnover of 859.7 billion in the two cities, down 61 billion from the previous trading day. In terms of sectors, automobile, chemical fertilizer, lithium extraction from Salt Lake, steel and other sectors led the increase, while camping economy, airport shipping, Internet e-commerce, real estate development and other sectors led the decline. A total of 115 shares rose by the daily limit today, an increase of 4 shares compared with the daily limit of 111 shares on the previous trading day. Steel and nonferrous metals led the rise in Shenwan industry.
The Shanghai stock index closed slightly higher, with 10 stocks including Xuelong Group Co.Ltd(603949) , Hengdian Group Dmegc Magnetics Co.Ltd(002056) and others hitting a record high
On May 23, the Shanghai stock index closed at 314686 points, up 0.01%; Shenzhen composite index closed at 1144795 points, down 0.06%; The gem index closed at 241012 points, down 0.30%. According to the data of China stock market news choice, the intraday share prices of 10 stocks hit an all-time high today, including Xuelong Group Co.Ltd(603949) , Hengdian Group Dmegc Magnetics Co.Ltd(002056) , 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 chaired an executive meeting of the State Council to further deploy a package of measures to stabilize the economy
The executive meeting of the State Council was held recently to further deploy a package of measures to stabilize the economy, strive to promote the economy back to the normal track and ensure that it operates within a reasonable range. The meeting pointed out that we should accelerate the implementation of the policies determined by the central economic work conference and the government work report, strengthen the implementation, and adopt a package of targeted, powerful and effective interval regulation and control measures in accordance with the overall thinking and policy orientation to stabilize the basic economic situation.
The office of the CPC Central Committee and the office of the State Council printed and distributed the implementation plan of rural construction action
Recently, the general office of the CPC Central Committee and the general office of the State Council issued the implementation plan of rural construction action and issued a notice requiring all regions and departments to earnestly implement it in combination with reality. Promote the deep integration of digital technology and rural production and life, and continue to carry out the pilot of digital countryside. We will strengthen the construction of rural information infrastructure, deepen the coverage of rural optical fiber networks, mobile communication networks, digital television and the next generation Internet, and further improve the quality and coverage of rural communication networks.
Central office and state office: implement rural clean energy construction projects and develop Cecep Solar Energy Co.Ltd(000591) , wind energy, hydro energy, geothermal energy, biomass energy and other clean energy
The general office of the CPC Central Committee and the general office of the State Council issued the implementation plan of rural construction action, emphasizing the implementation of rural clean energy construction projects. Consolidate and improve the level of rural power security, promote the construction of urban and rural distribution networks, and improve the power supply security capacity of remote areas. Develop clean energy such as Cecep Solar Energy Co.Ltd(000591) , wind energy, hydro energy, geothermal energy and biomass energy, and explore the construction of a distributed low-carbon comprehensive energy network with multi energy complementarity in areas with appropriate conditions. In accordance with the requirements of building first and then breaking, farmers’ affordability and sustainable development, we will steadily and orderly promote clean heating in rural areas in the north, strengthen the clean utilization of coal, promote the substitution of bulk coal, and gradually increase the proportion of clean energy in rural heating energy consumption.
China Securities Association jointly drafted the high-quality development objectives and action plan of the securities industry
Recently, China Securities Association is planning to jointly study and draft the high-quality development objectives and action plan of the securities industry. The China Securities Association plans to take the objectives and action plan as a programmatic guidance document to enhance the vitality and resilience of industry institutions and promote the high-quality development of the industry.
Biden made a statement in Tokyo on “whether to abolish tariff barriers to China”
According to Agence France Presse on May 23, US President Joe Biden said in Tokyo on Monday that he was considering removing some tariff barriers to China, and stressed that these barriers were not set by his government. The report said that when asked by the media whether it is possible to eliminate tariff barriers, he said, “we have not set these tariff barriers”. Biden added that the removal of tariff barriers was “under study”.
Biden officially announced the launch of the “Indo Pacific economic framework” in Tokyo. Japan, South Korea, Australia and other 13 countries joined
On the afternoon of the 23rd local time, US President Biden officially announced the launch of the “Indo Pacific economic framework” in Tokyo, Japan. The United States, South Korea, Japan, India, Australia, New Zealand, Indonesia, Thailand, Malaysia, the Philippines, Singapore, Vietnam and Brunei became initial members.
Harbin announced the abolition of the property market restriction policy
Harbin Municipal People’s government today issued a notice announcing the abolition of the notice on Further Strengthening the regulation and control of the real estate market issued in 2018. It said that the notice issued in 2018 has completed the phased regulation mission, and the continued implementation of regional sales restrictions will lead to the inability of some commercial houses purchased by buyers to be listed and traded, inhibit the release of the demand for improved house purchase, and is not conducive to the needs of the development of the city’s real estate market, so it will be abolished. From now on, the buyer will complete the registration of real estate ownership and obtain the real estate certificate for listing and trading.
National Health Commission: provincial capitals and cities with a population of more than 10 million have established a “sampling circle” with a 15 minute walk
The joint prevention and control mechanism of the State Council held a press conference at 3 p.m. on May 23 (Monday). Mi Feng, spokesman of the National Health Commission and deputy director of the publicity department, said at the meeting: to improve the normalization monitoring mechanism, provincial capitals and cities with a population of more than 10 million should establish a 15 minute walk nucleic acid “sampling circle” to facilitate people to take nucleic acid samples nearby. Carry out regular nucleic acid detection, increase the detection frequency in key industries and people, and improve the ability of early detection
hot spot stocks
India raised export tariffs, and the A-share sector was detonated
Since April, the demand for real estate and securities in the lower reaches of Huabao has decreased significantly due to the epidemic. With the continuous promotion of resumption of work and production in Shanghai, the impact of the epidemic has weakened. In addition, the “steady growth” policy has been strengthened, and the subsequent steel consumption is expected to be greatly improved.
Lithium concept explosion Tibet Mineral Development Co.Ltd(000762) and other new energy vehicles raised the limit tide
Huaxi Securities Co.Ltd(002926) said that in 2022, the increment of global lithium resources was limited, and the prices of overseas imported lithium concentrate and lithium salt had risen sharply. Having control over upstream resources is particularly important in the current and future global industrial chain competition, especially the global competition for key mineral resources. Under the influence of geopolitics, obtaining control over China’s lithium resources is the safest guarantee, especially the high-quality Chinese spodumene mine resources.
Agriculture, animal husbandry, feeding and fishing sector broke out Zhongnongfa Seed Industry Group Co.Ltd(600313) , Hainan Jingliang Holdings Co.Ltd(000505) and other soaring “coal flying color dance” market again?
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.
Eight major brokerage theme strategies: monkeypox epidemic in history! What do we know about the concept of monkeypox virus prevention and control?
Guosheng Securities said that monkeypox has fermentation at the weekend, and it is estimated that the theme will continue this week. Covid-19 has swept the world for two and a half years. The market is more sensitive to infectious diseases. If there is a new infectious disease, whether it is the theme or the main line must not be determined first. We should continue to follow up, but the market will respond first, and seek ideas or find relevance through several ports of detection, vaccine and medication Announcement of listed companies
Dian Diagnostics Group Co.Ltd(300244) : the company’s laboratory has the ability to detect monkeypox virus
Dian Diagnostics Group Co.Ltd(300244) ( Dian Diagnostics Group Co.Ltd(300244) ) said on the interactive platform that the company’s laboratory has the ability to detect monkeypox virus, and the company will continue to pay attention to the dynamics of this matter.
Shanghai Zj Bio-Tech Co.Ltd(688317) : monkeypox virus nucleic acid assay kit has been certified by EU CE
Shanghai Zj Bio-Tech Co.Ltd(688317) ( Shanghai Zj Bio-Tech Co.Ltd(688317) ) announced on May 23 that the monkeypox virus nucleic acid assay kit (fluorescent PCR method) independently developed and produced by the company has been CE certified by the EU, which can help the diagnosis and prevention and control of related diseases; The monkeypox virus nucleic acid assay kit (fluorescent PCR method) produced by the company is affected by many factors such as market competition, product competitiveness and channel capacity of the company, and the sales and profit contribution are uncertain.
Beijing Supermap Software Co.Ltd(300036) : proposed share repurchase of RMB 60 million-100 million
Beijing Supermap Software Co.Ltd(300036) ( Beijing Supermap Software Co.Ltd(300036) ) on May 23, it was announced that the company planned to repurchase shares with 60 million yuan to 100 million yuan for the implementation of employee stock ownership plan and / or equity incentive, and the repurchase price shall not exceed 22 yuan / share.
Haitian Water Group Co.Ltd(603759) : the actual controller intends to increase the shares by 30-60 million yuan
Haitian Water Group Co.Ltd(603759) ( Haitian Water Group Co.Ltd(603759) ) it was announced on May 23 that Fei Gongquan, the actual controller and chairman of the company, increased his holdings of 236900 shares of the company through centralized bidding on May 20, accounting for 0.05% of the total share capital of the company. Fei Gongquan plans to continue to increase his holdings of the company’s shares by means of centralized bidding within six months from May 20, and plans to increase his holdings (including this time) by no less than 30 million yuan and no more than 60 million yuan.
Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) : it is proposed to raise no more than RMB 1.8 billion, and the wholly-owned subsidiary of the controlling shareholder will participate in the subscription
The annual capital raising plan for the relocation of Zhejiang pure polysiloxane Co., Ltd. and non-public offering of 60 billion tons of polysiloxane (20.06 billion yuan) will not be disclosed, and the annual capital raising plan will not be used for the relocation of Zhejiang pure polysiloxane Co., Ltd. ChuanHua chemical, a wholly-owned subsidiary of ChuanHua group, the controlling shareholder of the company, plans to subscribe for no less than 200 million yuan.
Zhejiang Goldensea Hi-Tech Co.Ltd(603311) : it is proposed to raise no more than 350 million yuan for new energy vehicle air filter and other projects
Zhejiang Goldensea Hi-Tech Co.Ltd(603311) ( Zhejiang Goldensea Hi-Tech Co.Ltd(603311) ) announced on May 23 that it is planned to raise no more than 350 million yuan for the R & D and industrialization project of 5.55 million new energy vehicle air filters in Zhuji, the R & D and industrialization project of 1.5 million new energy vehicle air filters in Zhuhai and the construction project of digital management platform.
Zhefu Holding Group Co.Ltd(002266) : it is proposed to build a high-end equipment R & D and manufacturing project of 1 billion yuan
Zhefu Holding Group Co.Ltd(002266) ( Zhefu Holding Group Co.Ltd(002266) ) on May 23, it was announced that the board of directors of the company considered and approved the proposal and agreed that the company would invest 1 billion yuan to build a “high-end equipment R & D and manufacturing project” in Tonglu County, Hangzhou. The project mainly focuses on “1 + 2”, that is, the construction of “1 R & D center”: R & D center building project; “Two production bases”: the project with an annual output of five (sets) pumped storage generator units and the project with an annual output of seven (sets) nuclear power equipment.
Guangzhou Development Group Incorporated(600098) : it is proposed to invest 7.5 billion yuan in the pumped storage project in Dawu County, Hubei Province
Guangzhou Development Group Incorporated(600098) ( Guangzhou Development Group Incorporated(600098) ) on May 23, it was announced that Guangzhou Development Group Incorporated(600098) new energy Co., Ltd., a wholly-owned subsidiary, signed an investment framework agreement with Dawu county government of Hubei Province. It plans to select suitable land for the development of pumped storage projects in the areas under the jurisdiction of Dawu County. It is estimated that the pumped storage project with a total investment of about 7.5 billion yuan will be invested, and the pumped storage project will be invested with an annual output value of 1.2 million KW. After the project is completed and put into operation, the annual output value of the project will be about 80 million yuan.
It is proposed to actively participate in the investment and construction of new energy projects such as wind power and photovoltaic in Dawu county and assist the government in building a zero carbon industrial park.
Beijing Hotgen Biotech Co.Ltd(688068) developed monkeypox virus detection reagent
According to the information of Beijing Hotgen Biotech Co.Ltd(688068) official account, Beijing Hotgen Biotech Co.Ltd(688068) developed monkeypox virus nucleic acid detection kit (PCR fluorescent probe method). The kit adopts PCR fluorescent probe method, which can detect the specific target gene of monkeypox virus, has high sensitivity, is compatible with the fluorescent PCR platform, has simple operation, and can quickly realize the differential diagnosis of monkeypox virus.
Sinomine Resource Group Co.Ltd(002738) : it is proposed to raise no more than 3 billion yuan for projects such as high-purity lithium salt
Sinomine Resource Group Co.Ltd(002738) ( Sinomine Resource Group Co.Ltd(002738) ) it was announced on May 23 that the company plans to raise no more than 3 billion yuan through non-public offering of shares, and invest in the 35000 ton high-purity lithium salt project of Chunpeng lithium industry, the 2 million T / a construction project of bikita lithium mine in Zimbabwe, the 1.2 million t / a reconstruction and expansion project of bikita lithium mine in Zimbabwe and supplement working capital.
