Take a look before going to bed! It combs the heavy news, hot sector news and announcements of listed companies for investors' reference.
The three major A-share indexes closed higher: the gem index rose 1.63%, and covid-19 drug and digital currency concept stocks broke out
The three major A-share indexes collectively closed up today, of which the Shanghai index rose 0.58% to close at 3541.67 points; The Shenzhen Component Index rose 1.51% to close at 14363.57; The gem index rose 1.63% to close at 3170.41. The market turnover reached 1.2 trillion yuan, most industry sectors closed up, and covid-19 drug and digital currency concept stocks broke out.
The central bank made good A-Shares rose sharply, and more than 100 shares in the two cities rose by the limit! Will there be a bull market after the Central Bank cuts interest rates?
Overall, individual stocks rose more and fell less today, with more than 3200 stocks rising. The turnover of Shanghai and Shenzhen markets today was 1119.7 billion, 12.7 billion more than that of the previous trading day. Overall, individual stocks rose more and fell less today, with more than 3200 stocks rising. The turnover of Shanghai and Shenzhen markets today was 1119.7 billion, 12.7 billion more than that of the previous trading day. Covid-19 drug concept broke out again, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Fujian Cosunter Pharmaceutical Co.Ltd(300436) , Hybio Pharmaceutical Co.Ltd(300199) , Staidson(Beijing) Biopharmaceuticals Co.Ltd(300204) and other "20cm" limit.
The market has entered the "bull" stage of the theme, focusing on the repeated rotation rhythm of the hot direction
China Industrial Securities Co.Ltd(601377) said that the market has suffered turbulence since the beginning of the year, but it is already at the bottom. On the one hand, the undervalued repair of financial and real estate sectors will continue to be realized after fluctuations. On the other hand, the adjustment space of popular tracks such as the "new semi army" has also been relatively sufficient. At present, a wave of market similar to "mini version 2014" is brewing, and its timing depends on the wide credit process.
Dragon and tiger list: 254 million rush to raise Beijing Jetsen Technology Co.Ltd(300182) foreign capital net bought 8 shares, and institutions net bought 16 shares
On January 17, Beijing Jetsen Technology Co.Ltd(300182) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 254 million yuan in the three days. The data showed that the stock had a large daily limit of 20cm, up 46.01% in the past three days. The net flow of funds into the top Shenzhen Stock connect seats, with a net purchase of 196 million yuan on the third day. A total of 34 stocks were involved in the institutional participation in the dragon and tiger list, of which 16 were net bought by the institution, Kidswant Children Products Co.Ltd(301078) was the most bought, amounting to 127 million yuan. In addition, 18 shares were sold by institutions, and Ningbo Jifeng Auto Parts Co.Ltd(603997) was sold the most, amounting to 147 million yuan.
Resumption of 116 trading limit shares: Beijing Egova Co.Ltd(300075) 20cm Andon Health Co.Ltd(002432) 5 board Hubei Radio & Television Information Network Co.Ltd(000665) reverse package
Today (January 17), the three major indexes closed up, with a turnover of 1119.7 billion in the two cities, up from 12.7 billion in the previous trading day. On the disk, covid-19 treatment, digital currency, network security, domestic software, virtual digital human and other sectors rose at the forefront. Covid-19 testing, medical devices, traditional Chinese medicine, phosphorus chemical industry, ports and other sectors led the decline. A total of 116 shares rose today, an increase of 31 shares over the 85 share limit of the previous trading day. Among the 28 primary industries in Shenwan, computer and communication led the rise in the two cities.
The gem index rose 1.63% in volume, and 21 shares such as Andon Health Co.Ltd(002432) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) reached a record high
On January 17, the Shanghai stock index closed at 3541.67 points, up 0.58%; Shenzhen composite index closed at 14363.57 points, up 1.51%; The gem index closed at 3170.41 points, up 1.63%. According to the data of China stock market news choice, the intraday share prices of 21 stocks hit an all-time high today, including Andon Health Co.Ltd(002432) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) . Data show that the intraday share prices of four stocks hit a record low today, including Shanghai Haoyuan Chemexpress Co.Ltd(688131) .
blockbuster news
Xi Jinping : China wants to achieve common prosperity, but not egalitarianism
On Xi Jinping 17, Chinese president attended the 2022 World Economic Forum video conference in Beijing and delivered a speech entitled "strengthening confidence, moving forward bravely and creating a better world in the post epidemic era". Xi Jinping said: "to achieve common prosperity, China should not pursue equalitarianism, but first expand the 'cake', and then divide the 'cake' through reasonable institutional arrangements, so that the water rises and the boat rises, each gets his own place, so that more and more development achievements can benefit all the people fairly."
CSRC: we should take the full implementation of the stock issuance registration system as the main line and further promote the reform of the capital market
China Securities Regulatory Commission held the 2022 system work conference. The meeting stressed the need to comprehensively implement the stock issuance registration system as the main line and further promote the reform of the capital market. Adhere to the "three principles" of the reform of the registration system, make full "embroidery" efforts, and make practical preparations for fine thinking, business and clean government. Further improve the registration system arrangement with information disclosure as the core, highlight the top priority of the main board reform, accelerate the transformation of issuance supervision, further compact the "gatekeeper" responsibility of intermediaries, enhance the joint efforts of all parties, promote the formation of a good market ecology conducive to the full implementation of the registration system, and ensure the smooth implementation of the reform.
Related to the stock market of 1.8 trillion yuan, securities companies have new management requirements for dual finance
The margin trading and securities lending business committee of China Securities Association recently held a symposium on the risk management of the two financing businesses of securities companies, which fully discussed the risk management of the two financing businesses and the provision for credit impairment, and recently issued the suggestions on the risk management of margin trading and securities lending and the measurement of credit impairment to the industry to convey the good experience and practices of relevant securities companies and issues that need to be paid attention to, For the industry to learn from.
Historic breakthrough! The reform of the corporate system of state-owned enterprises was basically completed
Weng Jieming, deputy director of the office of the state owned enterprise reform leading group of the State Council and deputy director of the state owned assets supervision and Administration Commission of the State Council, said on January 17 that by the end of 2021, the corporate reform of China's state-owned enterprises had been basically completed, accounting for 97.7% of the enterprises managed by the Central Party and government organs and institutions directly under the State Council, and 99.9% of the local state-owned enterprises, Achieved a historic breakthrough.
CSRC: study and introduce more policies and measures conducive to stable growth and expectations, and continue to maintain the normalization of IPO and refinancing
On January 17, China Securities Regulatory Commission held the 2022 system working meeting. The meeting stressed that we should highlight "steady growth" and constantly improve the high-quality development capacity of the service economy. Actively integrate into major national development strategies, identify the positioning and driving point of the capital market, and study and introduce more policies and measures conducive to stable growth and expectations. Continue to maintain the normalization of IPO and refinancing, adhere to the positioning of "hard technology" of the science and innovation board, build the gem, run the Beijing stock exchange, standardize the development of private equity and venture capital funds, and promote the expansion of the pilot scope of public offering REITs of infrastructure.
Important notice! It will cost 13.5 yuan more to fill up a tank of oil by adjusting the oil price tonight
China Central Television financial reporter learned from the national development and Reform Commission that the details of the oil price adjustment are as follows: China's gasoline and diesel prices increased by 345 yuan and 330 yuan per ton respectively.
On the national average, 92 gasoline will be increased by 0.27 yuan per liter; 95 gasoline will be increased by 0.29 yuan per liter; 0 diesel increased by 0.28 yuan per liter.
National Development and Reform Commission: pig grain price ratio has entered the three-level early warning range of excessive decline
According to the monitoring of the national development and Reform Commission, from January 10 to 14, the national average pig grain price ratio was 5.75 ∶ 1, entering the three-level early warning range of excessive decline set in the working plan for improving the regulation mechanism of government pork reserves and ensuring supply and stable price in the pork market. At present, the pig production capacity is generally in a reasonable range. It is recommended that farms (households) scientifically arrange production and operation decisions to maintain the pig production capacity at a reasonable level.
Historic breakthrough! The reform of the corporate system of state-owned enterprises was basically completed
Weng Jieming, deputy director of the office of the state owned enterprise reform leading group of the State Council and deputy director of the state owned assets supervision and Administration Commission of the State Council, said on January 17 that by the end of 2021, the corporate reform of China's state-owned enterprises had been basically completed, accounting for 97.7% of the enterprises managed by the Central Party and government organs and institutions directly under the State Council, and 99.9% of the local state-owned enterprises, Achieved a historic breakthrough.
blockbuster news
This sector has reached the bottom of the 11 share limit! Is the concept of meta universe crazy again?
China International Capital Corporation Limited(601995) mentioned that the storm has gone and the spring ploughing market is coming. Standing at the starting point of 2022, the electric vehicle sector fluctuates greatly. We reiterate once again that the demand of the midstream industrial chain of new energy vehicles is highly deterministic, and the technology of leading enterprises and the binding advantages of upstream and downstream of the industrial chain are prominent. At the current time, the sector has reached the bottom area, and we are firmly optimistic about the new energy market in 2022.
"Demon stock" Andon Health Co.Ltd(002432) keeps rising! Ningbo Huaxiang Electronic Co.Ltd(002048) and other soaring auto parts sectors strengthened
The Pacific Securities Co.Ltd(601099) Securities said that after the opening of the large cycle of surpassing the whole vehicle industry, the reconstruction of the parts industry in 2022 will bring new investment opportunities. Several endogenous dimensions support the rise of China's parts industry: the integrity of China's intelligent industrial chain has surpassed the overseas market, the acceleration of domestic substitution driven by the cost of traditional parts, and China has achieved independent innovation of incremental parts. At the same time, with the more open industrial chain, the speed of vehicle development cycle has been greatly shortened, independent high-end and other exogenous effects, The parts industry has just started a comprehensive iteration.
Pay attention to the investment opportunities of yuanuniverse! Sorting out the industrial chain targets of military industry, lithium battery and other sectors
Dongguan Securities said that looking forward to the whole "14th five year plan" period, there were sufficient orders in the military industry sector, and there was no major change in the fundamental logic of the industry. In the long run, geopolitical events are becoming more and more complicated, and the number of global military exercises is becoming more and more frequent. Only by improving our military strength can we better deal with the increasingly complex world situation; The new variant virus has increased global uncertainty. As a key counter cyclical sector, the military industry sector is less affected by global economic events, and the industry as a whole is better and more certain.
Eight brokerage theme strategies: top-level planning is coming, "digitization" will become the core main line! Full exposure of industrial chain investment list
Southwest Securities Co.Ltd(600369) said that the digital economy is the strategic focus at the national level. With the introduction of the top-level plan, the follow-up laws and policies will also be gradually implemented. "Digitization" will become the core development main line of the whole industry during the 14th Five Year Plan period. The computer industry has ushered in an all-round good, and the relevant domestic software manufacturers are expected to take the lead in benefiting.
selected announcements of listed companies
Konka Group Co.Ltd(000016) : the holding subsidiary plans to increase capital and shares and introduce strategic investors
Konka Group Co.Ltd(000016) (000016) it was announced on January 17 that the holding Sun Company Hefei kangxinwei Storage Technology Co., Ltd. plans to increase its capital and shares by means of public listing in the state-owned property exchange, and introduce strategic investors. It is expected that the amount of capital increase will be 150-250 million yuan. Hefei kangxinwei is mainly engaged in the design and sales of memory master chips.
Zhejiang Dayang Biotech Group Co.Ltd(003017) : projects with an annual output of 25000 tons of potassium carbonate (phased) have been completed and passed the environmental protection acceptance
Zhejiang Dayang Biotech Group Co.Ltd(003017) (003017) on January 17, it was announced that the company's project with an annual output of 25000 tons of potassium carbonate and 15000 tons of potassium bicarbonate (phased) was completed and passed the environmental protection acceptance, indicating that the company's comprehensive annual capacity of potassium carbonate (including potassium bicarbonate equivalent) increased from 77000 tons in 2020 to 85000 tons at the end of 2021, providing capacity support for the growth of the company's operating performance.
Keda Industrial Group Co.Ltd(600499) : the extended application of ceramic machinery products is under way, and the existing lithium salt tunnel kiln order
Keda Industrial Group Co.Ltd(600499) (600499) said on the interactive platform that the company is actively carrying out the extended application of ceramic machinery products. There are orders for lithium salt tunnel kiln. At present, this part of the business accounts for a relatively small proportion. Lanke currently has a 20000 ton battery grade lithium carbonate production line. After the lithium precipitation unit is put into operation, it will produce battery grade lithium carbonate.
Jilin Aodong Pharmaceutical Group Co.Ltd(000623) : the holding subsidiary obtained the listing Filing Certificate of traditional Chinese medicine formula granules
Jilin Aodong Pharmaceutical Group Co.Ltd(000623) (000623) it was announced on January 17 that Yanbian pharmaceutical, the holding subsidiary of the company, obtained 91 national standard listing and filing certificates for traditional Chinese medicine formula granules, which is of great significance for the company to expand the business of traditional Chinese medicine formula granules. In the future, the company will carry out the production and sales of the above products in combination with the market situation.
Zhejiang Xianju Pharmaceutical Co.Ltd(002332) : it is proposed to build a production line of 20 million injections and 200 million capsules
Zhejiang Xianju Pharmaceutical Co.Ltd(002332) (002332) announced on January 17 that it is planned to invest in the construction of a production line with an annual output of 20 million injections and 200 million capsules, with a total planned investment of 120 million yuan. After the completion of the project, it is conducive to the development of the company's products in the direction of preparation innovative products with good curative effect, low competition and high barriers, and enrich the preparation product line. In addition, it is proposed to publicly transfer 61.2% equity of Haisheng pharmaceutical, a holding subsidiary. Haisheng pharmaceutical is mainly engaged in vitamin D3 API manufacturing, food additive manufacturing, etc., and has no synergistic effect with the steroid hormone industry chain of the company.
Vantone Neo Development Group Co.Ltd(600246) : it is proposed to repurchase shares of RMB 150 million to RMB 300 million
Vantone Neo Development Group Co.Ltd(600246) (600246) announced on January 17 that it is planned to repurchase shares with RMB 150 million to RMB 300 million, the repurchase price shall not exceed RMB 15.16/share, and all the repurchased shares will be used for employee stock ownership plan or equity incentive.
Shanghai Longyun Cultural Creation & Technology Group Co.Ltd(603729) : the shareholder Zhuo Shuying and the persons acting in concert intend to increase their holdings of the company's shares
Shanghai Longyun Cultural Creation & Technology Group Co.Ltd(603729) (603729) announced on January 17 that Zhuo Shuying, a shareholder holding more than 5% of the company's shares, and the persons acting in concert intend to increase their holdings of no less than 1% of the company's shares by means of centralized bidding transaction, and there is no price range for this increase.
Shuangliang Eco-Energy Systems Co.Ltd(600481) : signed a silicon wafer procurement framework contract with Tongwei Cecep Solar Energy Co.Ltd(000591)
Shuangliang Eco-Energy Systems Co.Ltd(600481) (600481) announced on January 17 that the wholly-owned subsidiary Shuangliang silicon materials (Baotou) Co., Ltd. signed a silicon wafer procurement framework contract with Tongwei Cecep Solar Energy Co.Ltd(000591) (Chengdu) Co., Ltd. the contract agreed to purchase 1.048 billion monocrystalline silicon wafers from the wholly-owned subsidiary of the company from January 2022 to December 2024, with an estimated sales amount of 6.305 billion yuan.
Frontier Biotechnologies Inc(688221) : the product under development fb2001 is intended to treat hospitalized patients with moderate and severe covid-19 pneumonia
Frontier Biotechnologies Inc(688221) (688221) announced on the 17th that the company's product fb2001 under development is a covid-19 pneumonia virus protease inhibitor for injection, and the target is covid-19 pneumonia virus 3CL main protease. The product under development is intended to treat hospitalized patients with moderate and severe covid-19 pneumonia.
New drug research and development is a long-term work, and the sales of new drugs after listing is affected by multiple factors. Up to now, Pfizer's oral covid-19 drug (paxlovid) has been authorized by the U.S. Food and Drug Administration for emergency use to treat non hospitalized patients with mild to moderate covid-19 pneumonia with adverse prognosis risk.
Shandong Jiangquan Industry Co.Ltd(600212) : disclose the plan for the sale of major assets and plan to withdraw from the thermal power business
Shandong Jiangquan Industry Co.Ltd(600212) (600212) on January 17, it disclosed the plan for the sale of major assets, and planned to transfer the thermoelectric business asset group owned by the company to Linyi Xuyuan Investment Co., Ltd. in cash; At present, the audit and evaluation related to the transaction have not been fully completed, and it is expected that there will be a major asset restructuring. After the completion of the transaction, the company will strategically withdraw from the thermal power business, concentrate resources on strategic and business transformation, and focus on the business layout focusing on new energy charging and energy storage business.
Shanghai Yatong Co.Ltd(600692) : the proposed new energy company will not have a significant impact on the company's business structure in the short term
Shanghai Yatong Co.Ltd(600692) (600692) announced on January 17 that the company plans to invest 19 million yuan to establish Shanghai Yatong New Energy Technology Co., Ltd. to carry out the construction and operation of Cecep Solar Energy Co.Ltd(000591) photovoltaic power station project in Chongming district. This investment will help the company to further explore new profit growth points. According to the company's latest financial report, real estate development is still the company's main business. In 2020, real estate sales accounted for 64.9% of the company's operating revenue. The new energy company will not have a significant impact on the company's business structure in the short term.
Lb Group Co.Ltd(002601) : it is proposed to invest in projects such as electronic grade lithium iron phosphate with an annual output of 150000 tons
Lb Group Co.Ltd(002601) (002601) it was announced on January 17 that Hubei bailiwanrun new energy Co., Ltd., the holding subsidiary of the company, plans to invest 2 billion yuan in the construction of an electronic grade lithium iron phosphate project with an annual output of 150000 tons; Longbai Xiangyang, a wholly-owned subsidiary, plans to invest 1 billion yuan in the construction of a post-treatment project with an annual output of 200000 tons of titanium dioxide; Yunnan Guoti, a holding subsidiary, plans to invest 441 million yuan to build an innovation project for the upgrading and transformation of 10000 tons of sponge titanium production line.
