Take a look before going to bed! It combs the heavy news, hot sector news and announcements of listed companies for investors' reference.
The trend of the three major A-share indexes differentiated, and covid-19 detection concept stocks fell sharply
The trend of the three major A-share indexes was divided today, and the Shanghai index closed up 0.80% to close at 3569.91 points; The Shenzhen Component Index rose 0.19% to close at 14391.39 points; The gem index fell 0.82% to close at 3144.33. The market turnover was close to 1.2 trillion yuan, the number of falling stocks exceeded 3200, most of the industry sectors closed down, covid-19 detection concept stocks fell sharply, and the airport, coal industry and banking sectors strengthened.
Covid-19 detection concept stocks fell! Andon Health Co.Ltd(002432) limit investors once called "big money wants to donate"!
The bidding price of Andon Health Co.Ltd(002432) which soared two years ago and took five trading limits a year later opened slightly higher today. However, the stock price fluctuated and fell after a short rise. As of the closing, Andon Health Co.Ltd(002432) fell by the limit, with a turnover of more than 8 billion yuan. The limit of Andon Health Co.Ltd(002432) led the decline of covid-19 testing, medical devices, traditional Chinese medicine and other sectors.
More than 10 times the high limit of demon stocks! Popular themes entered the ebb period, and more than 100 stocks fell by more than 9%
Today's index maintained differentiation, and the gem index once fell more than 1%. On the sector, the epidemic line weakened significantly, the concept of digital economy rose and fell, and the sectors benefiting from "interest rate reduction" such as banks, securities companies and infrastructure construction were relatively strong. It is generally believed that the interest rate cut is good for real estate, banking, securities, nonferrous metals, infrastructure and other sectors in the A-share market. In the green power sector, Shanghai Electric Power Co.Ltd(600021) , Sichuan Xichang Electric Power Co.Ltd(600505) , Huaneng Power International Inc(600011) Chinalin Securities Co.Ltd(002945) once touched the daily limit.
Dragon and tiger list: 277 million rush to raise Shandong Buchang Pharmaceuticals Co.Ltd(603858) foreign capital net bought 3 shares and institutions net bought 17 shares
On January 18, Shandong Buchang Pharmaceuticals Co.Ltd(603858) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 277 million yuan in the three days. Data show that the stock rose 3.91% during the day and 22.15% in the past three days. The net inflow of funds into the top seats of Shanghai Stock connect was 819.265 billion yuan on the third day. A total of 35 stocks were involved in the institutional participation list, of which 17 were net bought by the institution, Shandong Buchang Pharmaceuticals Co.Ltd(603858) was the most bought, with a net purchase of 223 million yuan in three days. In addition, 18 shares were sold by institutions, and Andon Health Co.Ltd(002432) was sold the most, amounting to 86.193 million yuan.
Resumption of 55 trading stocks: Andon Health Co.Ltd(002432) falling limit Beijing Cuiwei Tower Co.Ltd(603123) fried board sealing Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) 20cm continuous board
Today (January 18), the three major indexes were divided. The gem index once fell by more than 1%, and the turnover of the two cities was 11959 billion, 76.2 billion compared with the previous trading day. On the disk, data security, coal, airport shipping, banking, green power, underground pipe network and other sectors rose at the forefront. Covid-19 testing, medical devices, traditional Chinese medicine, prefabricated dishes and other sectors led the decline. A total of 55 shares rose today, down 61 shares from 116 shares in the previous trading day. Among the 28 first-class industries in Shenwan, building decoration and coal led the two cities.
The index split Andon Health Co.Ltd(002432) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) and other 19 shares throughout the day, reaching a record high
On January 18, the Shanghai stock index closed at 3569.91 points, up 0.80%; Shenzhen composite index closed at 14391.39 points, up 0.19%; The gem index closed at 3144.33 points, down 0.82%. According to the data of China stock market news choice, the intraday share prices of 19 stocks hit an all-time high today, including Andon Health Co.Ltd(002432) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) . Data show that the intraday share prices of three stocks hit a record low today, including Shanghai Haoyuan Chemexpress Co.Ltd(688131) .
blockbuster news
Central bank: there is less room for further adjustment of the deposit reserve ratio, but there is still some room
Liu Guoqiang, vice governor of the central bank, said at the press conference of the State Council Information Office on January 18 that the current average deposit reserve ratio of financial institutions is 8.4%, which is not high. It should be said that the level of deposit reserve ratio is not high compared with other developing economies or our historical deposit reserve ratio, and the space for further adjustment becomes smaller. However, from another perspective, the space has become smaller, but there is still a certain space, which can be used according to the economic and financial operation and the needs of macro-control.
Advance infrastructure! Build a large scenic base! "Top ten red envelopes" of the national development and Reform Commission
Infrastructure construction ahead of schedule, energy security, special debt issuance, spring ploughing and fertilizer supply guarantee... At least 10 "big red envelopes" were thrown out at the just concluded first press conference of the national development and Reform Commission in 2022. Yuan Da, director of the comprehensive Department of national economy of the national development and Reform Commission, said that there were many uncertain factors in the first quarter of this year. We should appropriately move the policy starting point forward, make early arrangements, start early and achieve early results, and meet various challenges with a stable economic operation situation.
Ministry of industry and information technology: prepare the road map for green development of automobile industry, study and clarify policies such as the continuation of preferential purchase tax for new energy vehicles as soon as possible
Xiao Yaqing, Secretary of the Party group and Minister of the Ministry of industry and information technology, presided over the 2022 annual work meeting of the inter ministerial joint meeting today. The meeting stressed that in 2022, we should implement the goal of carbon peak and carbon neutralization, prepare the road map for green development of the automobile industry, study and clarify the support policies such as the extension of preferential purchase tax for new energy vehicles as soon as possible, improve the points management requirements and stabilize market expectations. We should make overall plans to make up for weaknesses and forge long sectors, accelerate key technological innovation and industrialization breakthroughs such as power batteries, operating systems and automobile chips, and further enhance the stability and competitiveness of the industrial chain.
State Council: steadily develop automatic driving, vehicle road coordination and other travel services
On January 18, the State Council issued the development plan of modern comprehensive transportation system in the 14th five year plan. The plan proposes to steadily develop travel services such as autonomous driving and vehicle road coordination, encourage the testing and application of autonomous driving in limited areas such as ports and logistics parks, and promote the development of intelligent public transportation, intelligent parking and intelligent security inspection. Guide and standardize the healthy development of online car hailing, bicycle sharing, car time-sharing leasing and online freight platform to prevent disorderly expansion.
State Council: promote the planning of low-carbon facilities and equipment and build a convenient, efficient and moderately advanced charging and replacement network
The State Council printed and distributed the development plan of modern comprehensive transportation system in the 14th five year plan. It is proposed to plan and build a convenient, efficient and moderately advanced charging and replacement network, focus on promoting the construction of regional charging facilities and equipment such as transportation hub stations, parking facilities and highway service areas, and encourage the rational layout of photovoltaic power generation and energy storage facilities along transportation hub stations, roads and railways.
Economic Daily: interest rate cut to promote the recovery of the mortgage market? Don't misread
With the decline of policy interest rate on January 17, for a time, voices such as "interest rate cut leads to the reduction of housing loans" and "interest rate cut promotes the recovery of housing loan market and real estate market" flooded the network.
Here we should make it clear that the positioning of "housing without speculation" will not change, and real estate will not be used as a tool and means to stimulate the economy in the short term. Correspondingly, there will be no significant fluctuations in the real estate loan market. The total amount of housing loans will still maintain stable growth and orderly delivery rhythm. In particular, it will focus on ensuring the reasonable financing needs of real estate enterprises and the first house demand of buyers.
hot sector stocks
Five main investment lines deduce the market of large infrastructure! Bank stock market? Follow two clues
Huaxin Securities pointed out that the inflection point of infrastructure growth has arrived, and Daji Construction Bank can be expected. Under the guidance of the 14th five year plan, the new infrastructure was accelerated. It is estimated that the investment scale of new infrastructure in 2022 will be 2002.7 billion yuan, with an increase of 452.4 billion yuan, with a growth rate of nearly 30%. We resumed the market trend of previous financial forces. With the current round of financial support, the growth rate of infrastructure is expected to face an inflection point in the first quarter, and the infrastructure market will usher in a small climax. The current round of infrastructure market will start with valuation repair and profit as support. Among them, the development of new infrastructure has entered an accelerated period and is more flexible as a whole.
Policy frequently overweight! Water conservancy construction sector outbreak demon stock Andon Health Co.Ltd(002432) limit! What's wrong?
Anxin Securities pointed out that the rapid growth of China's investment in water conservancy construction has a very obvious pulling effect on relevant industries. Water conservancy investment plays a great role in stabilizing growth, expanding domestic demand and stabilizing employment. The central economic work conference in December 2021 still emphasized two new and one heavy construction, and the water conservancy investment welcomes the development dividend again. In the future, the scale of water conservancy investment is considerable. It is suggested to pay attention to Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Anhui Construction Engineering Group Corporation Limited(600502) of high-quality projects in the water conservancy sector and Gansu Engineering Consulting Group Co.Ltd(000779) of Water Conservancy Survey and design in Northwest China.
Big finance suddenly launched! "Coal, green electricity" market broke out, and the "resource cow" is coming back?
Citic Securities Company Limited(600030) pointed out that the reduction of the policy interest rate in January reflects the policy intention of the central bank to grasp the monetary policy window at the beginning of the year to promote steady growth, credit and expectation. At present, China's economic operation is in the rebalancing stage of vivid weakening within macro policy overweight hedging. For bank investment, the interest rate reduction operation is expected to affect the interest margin expectation in the short term and benefit the consolidation of asset quality in the medium term. It is suggested to lengthen the time dimension to examine the allocation value of the sector.
Policy dividend blessing! Analysis of "digital economy" focuses on five tracks in the communication industry
Galaxy Securities said that the "14th five year plan for digital economy development" issued by the State Council constitutes an all-round and multi-level positive for the computer industry. In the future, the digital economy will enter a new development cycle from virtual to real. The new digital infrastructure is expected to accelerate its growth, release data elements, improve the cloud rate The promotion of industrial Internet application penetration will have relatively clear benefit targets. We recommend: Yonyou Network Technology Co.Ltd(600588) , Shanghai Baosight Software Co.Ltd(600845) , Beijing Kingsoft Office Software Inc(688111) , Beijing Tongtech Co.Ltd(300379) , Runa Smart Equipment Co.Ltd(301129) , State Grid Information&Communication Co.Ltd(600131) , Trs Information Technology Co.Ltd(300229) , Servyou Software Group Co.Ltd(603171) .
selected announcements of listed companies
Nanjing Sunlord Electronics Corporation Ltd(300975) : it is proposed to set up a fund with professional institutions to explore investment opportunities in the semiconductor industry chain
Nanjing Sunlord Electronics Corporation Ltd(300975) (300975) announced on January 18 that in order to make better use of the professional ability and resource advantages of professional institutions, the company's wholly-owned subsidiary Shangluo fund management and Shangluo Hainan investment plan to jointly invest with Feng Yuan investment to establish Pingtan Shangluo Fengyuan equity investment partnership (limited partnership), which mainly invests in high-tech enterprises in the semiconductor field. Shangluo Hainan investment, as a limited partner, subscribed 49 million yuan, accounting for 96.08% of the subscribed capital, and Shangluo fund management, as a general partner, subscribed 1 million yuan, accounting for 1.96% of the subscribed capital.
Chongqing Changan Automobile Company Limited(000625) : the investor of Chang'an new energy has been determined
Chongqing Changan Automobile Company Limited(000625) (000625) announced on January 18 that Chang'an new energy, an associate of the company, introduced investors by increasing capital and shares through public listing. At present, the investor has been determined. Changan new energy plans to increase its registered capital by 126 million yuan. Chongqing Changan Automobile Company Limited(000625) plans to increase capital by 1.36 billion yuan (waiving the right to increase capital in the same proportion); Nanfang assets plans to increase its capital by 710 million yuan; Bocom Boyu No. 1 plans to increase capital by 1 billion yuan; Chengyuan fund plans to increase capital by 700 million yuan; Wuhu Xinshi Xinhong plans to increase capital by 500 million yuan; CICC Keyuan fund plans to increase capital by 200 million yuan; China Southern industry fund plans to increase capital by 180 million yuan; The employee stock ownership platform plans to increase capital by 117 million yuan; Southern industrial intelligent travel fund plans to increase capital by 110 million yuan; Deqing mixed reform No. 2 fund plans to increase capital by 100 million yuan. After the capital increase, the shareholding ratio of Chongqing Changan Automobile Company Limited(000625) was diluted from 48.95% to 40.66%.
Fujian Zhangzhou Development Co.Ltd(000753) : the wholly-owned subsidiary acquired 80% equity of guochangmao new energy
Fujian Zhangzhou Development Co.Ltd(000753) (000753) announced on January 18 that Zhangfa new energy, a wholly-owned subsidiary, plans to acquire 80% of the equity of Zhangzhou guochangmao new energy Co., Ltd. held by Fujian Yuanlang for 0 yuan; After the acquisition, Zhangfa new energy and Fujian Yuanlang will fulfill their investment obligations according to the equity ratio of 80% and 20%. The registered capital of guochangmao is 60 million yuan. According to the agreement signed between guochangmao and Fujian Fuxin Special Steel Co., Ltd. (hereinafter referred to as Fuxin steel) before the acquisition, guochangmao will build 15MW photovoltaic grid connected power station on the roof of about 150000 square meters of Fuxin steel, and the light-emitting volt energy of the project will be preferentially used by Fuxin steel. At present, the general contract of the project has been signed.
Shanghai Tianyong Engineering Co.Ltd(603895) : it is proposed to raise no more than 580 million yuan for lithium battery intelligent complete equipment manufacturing and other projects
Shanghai Tianyong Engineering Co.Ltd(603895) (603895) announced on January 18 that it is planned to raise no more than 580 million yuan for the construction of lithium intelligent complete equipment manufacturing base, the construction of new energy vehicle power battery equipment technology research center and supplement working capital. Shanghai Tianyong Engineering Co.Ltd(603895) at the same time, it was announced that the shareholder Chen Lihong planned to reduce the shares of the company by no more than 3%.
Hangzhou Hikvision Digital Technology Co.Ltd(002415) : the company and its holding subsidiaries plan to invest 5.27 billion yuan in several projects
Hangzhou Hikvision Digital Technology Co.Ltd(002415) (002415) announced on January 18 that the company plans to invest 1.286 billion yuan in the construction of Hangzhou Hikvision Digital Technology Co.Ltd(002415) global warehousing and logistics center project; The holding subsidiary Haikang Siasun Robot&Automation Co.Ltd(300024) plans to invest 1.534 billion yuan in the construction of Haikang Siasun Robot&Automation Co.Ltd(300024) intelligent manufacturing (Tonglu) base project and 1.166 billion yuan in the construction of Haikang Siasun Robot&Automation Co.Ltd(300024) product industrialization base project; Haikang micro film, a holding subsidiary, plans to invest 1.28 billion yuan in the construction of infrared thermal imaging machine product industrialization base.
Chengxin Lithium Group Co.Ltd(002240) : Suining shengxinnian 30000 ton lithium hydroxide project was completed and put into operation
On January 18, Suining Shengxin held the commissioning ceremony. The lithium hydroxide project with an annual output of 30000 tons was officially ignited and put into production, entering the trial production stage. Suining Shengxin 30000 ton lithium hydroxide project is an important layout of the company's strategy to expand the capacity scale of lithium salt. The completion and operation of the project has increased the company's lithium salt capacity to 70000 tons / year, and the company's capacity scale and industry position have been greatly improved.
Guangdong Wanlima Industry Co.Ltd(300591) : sign framework agreement on centralized purchase of logo clothing products with China Mobile
Guangdong Wanlima Industry Co.Ltd(300591) (300591) announced on January 18 that China Mobile Communication Co., Ltd. and the company signed the framework agreement on China Mobile's centralized procurement project of logo clothing products (procurement package VI (leather goods)) from 2021 to 2024, with a total contract amount of 69.5513 million yuan, accounting for 20.34% of the total sales in 2020.
Rima precision: it has entered the supply system of internationally renowned new energy vehicle manufacturers
Rima precision said that customers in the field of automobile and new energy vehicles mainly include ZF Trina Solar, Harman, BorgWarner, Bosch, Magna, Continental, Valeo, minshi group, Yanfeng group, Ningbo Tuopu Group Co.Ltd(601689) , Brose, etc. at the same time, the company has successfully entered the supply system of internationally renowned New Energy Vehicle manufacturers, In the future, we will continue to make efforts to develop orders for products for the customer's intelligent cockpit system; Customers in the field of mobile communication are mainly Nokia, Ericsson, etc.
