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 ended lower: the gem index fell more than 2%, led by lithium battery stocks
The three major A-share indexes collectively closed down today, with the Shanghai index falling slightly by 0.33% to 3558.18 points; The Shenzhen Component Index fell 1.28% to close at 14207.19 points; The gem index fell 2.17% to close at 3075.98. The market turnover remained above 1 trillion yuan, reaching 1.06 trillion yuan today. Industry sectors were mixed, led by games, cement building materials and Internet services, while lithium batteries, wind power equipment, photovoltaic equipment and aerospace led the decline.
What happened to the 100 billion giant’s sudden collapse and falling limit? The “black curtain” of 4x dark horse pouring 20% scared a shares
On Wednesday, some statements of the central bank can be said to give a very positive signal to the market. However, due to the strong peripheral market and some things that are not conducive to the market in the mainland market, many stocks plunged, which affected the market’s sentiment, and the positive Hong Kong stocks in the morning were also biased. Affected by the centralized purchase plan issued by Guangdong Pharmaceutical exchange, Changchun High And New Technology Industries (Group) Inc(000661) collapsed and fell by the limit. Affected by the fund’s black curtain, Ningbo Hengshuai Co.Ltd(300969) fell by 20%. This black curtain may also be the main reason why A-Shares still fell despite heavy positive stimulation.
The market is still in a “cooling off period”! The three major indexes fell across the board, covid-19 medicine and the concept of digital economy bucked the trend
Today, the major indexes are still falling, and the gem index fell by more than 2%. On the sector, covid-19 drugs, data exchanges, games and other concepts are one of the few active forces today. In terms of individual stocks, high-end stocks have obvious loss effect. Lithium battery and pharmaceutical heavyweights fell sharply, Eve Energy Co.Ltd(300014) fell by more than 7%, Tianqi Lithium Corporation(002466) fell by more than 5%, Contemporary Amperex Technology Co.Limited(300750) once fell by more than 4%, Changchun High And New Technology Industries (Group) Inc(000661) fell by the limit, Wuxi Apptec Co.Ltd(603259) fell by nearly 5%.
Dragon and tiger list: 252 million rush to raise Hubei Radio & Television Information Network Co.Ltd(000665) foreign capital net buys 4 shares, and institutions net buy 10 shares
On January 19, Hubei Radio & Television Information Network Co.Ltd(000665) , with a net inflow of 252 million yuan, was the largest among the dragon and tiger stocks on the list. The data show that the stock closed within the daily limit, with a turnover rate of 25.87% and a turnover of 2.775 billion yuan. The top net inflow of funds was Orient Securities Company Limited(600958) Shanghai Yuanshen Road, with a net purchase of 109 million yuan. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 10 were net bought by the institution, Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) was the most bought, with a total of 128 million yuan. In addition, 14 shares were sold by institutions, and Yongxing Special Materials Technology Co.Ltd(002756) was sold the most, amounting to 111 million yuan.
Resumption of trading of 71 trading stocks: Jc Finance & Tax Interconnect Holdings Ltd(002530) 5 board Andon Health Co.Ltd(002432) closed down Hubei Radio & Television Information Network Co.Ltd(000665) , Jinghua Pharmaceutical Group Co.Ltd(002349) reverse package
Today (January 19), the three major indexes fell, and the gem index fell by more than 2%. The turnover of the two cities was 1065.3 billion, a decrease of 130.6 billion compared with the previous trading day. On the disk, cloud games, tourism, data center, media, building materials and other sectors rose at the forefront. Saline Lake’s lithium, CRO, Baijiu, national defense industry, big fund holdings and other sectors are among the top ones. A total of 71 shares rose today, an increase of 16 shares over the 55 share limit of the previous trading day. Among the 28 primary industries in Shenwan, building materials and media led the two cities.
The contraction of gem index fell by 2.17% Beijing Cuiwei Tower Co.Ltd(603123) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) and other 9 shares hit a record high
On January 19, the Shanghai stock index closed at 3558.18 points, down 0.33%; Shenzhen composite index closed at 14207.19 points, down 1.28%; The gem index closed at 3075.98 points, down 2.17%. According to the data of China stock market news choice, the intraday share prices of nine stocks hit an all-time high today, including Beijing Cuiwei Tower Co.Ltd(603123) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) . Data show that the intraday share prices of four stocks hit a record low today, including Shanghai Haoyuan Chemexpress Co.Ltd(688131) .
blockbuster news
The national standing committee decided to continue the policy of tax reduction and fee reduction partially due to support the rescue and development of enterprises
Premier Li Keqiang presided over the executive meeting of the State Council on January 19 and deployed to further strengthen the guarantee of coal, electricity, oil and gas transportation and market supply in the next stage, especially during the Spring Festival; It is decided to continue the policy of tax reduction and fee reduction due in part to support the rescue and development of enterprises.
Nine ministries and commissions issued documents to strictly standardize the platform enterprises’ participation in financial institutions! Strengthen the responsibility of super large Internet platform
Strictly regulate financial institutions and local financial organizations invested by platform enterprises, and urge platform enterprises and their holding and participating financial institutions to strictly implement the requirements of capital and leverage ratio. Improve the financial consumer protection mechanism, strengthen the supervision of marketing behavior, ensure that the information disclosed is true and accurate, and do not induce excessive consumption.
Central bank: adjust the release time of LPR from 9:30 a.m. on the 20th of each month to 9:15 a.m
In order to strengthen expectation management and promote better connection between LPR release time and financial market operation time, LPR release time is adjusted from 9:30 a.m. on the 20th of each month (postponed in case of holidays) to 9:15 a.m.
Xinhua commentary: financial macro-control should be “stable” and “progressive”
At present, the monetary policies of some major developed economies have begun to adjust. China’s prudent monetary policy should be flexible and appropriate, and maintain reasonable and abundant liquidity. With the policy of “focusing on me” and precise and perfect control means, financial macro-control should “strive for progress while maintaining stability” to escort the steady progress of China’s economy.
State Council Office: support the integrated operation of domestic and foreign trade within market entities, and encourage qualified logistics enterprises to “go global”
Opinions of the general office of the State Council on promoting the integrated development of domestic and foreign trade. It is mentioned that we should support the integrated operation of domestic and foreign trade within the market entities. Encourage qualified large-scale commercial and logistics enterprises to “go global”, strengthen the integration and allocation of resources, optimize the international marketing system and improve the global service network. Support the development of large multinational supply chain service enterprises, improve international competitiveness and enhance the toughness of industrial chain supply chain. We will cultivate a number of high-quality trade enterprises that cooperate and promote each other in China’s international market, have strong innovation ability and competitive strength, and guide and drive more enterprises to take the road of integrated operation.
SASAC: steadily promote the restructuring and integration of iron and steel and other fields, and timely study and establish a new central enterprise group
Peng Huagang, spokesman of SASAC, said that we will solidly promote the reorganization, formation and professional integration of central enterprises. In terms of strategic restructuring, we focus on implementing national strategies such as supply side structural reform, innovation driven development and building a manufacturing power, steadily promote the restructuring and integration of iron and steel and other fields in accordance with the principle of “mature one household and promote one household”, and timely study and establish a new central enterprise group in relevant fields.
Zigong, Sichuan Province launched the first shot of “recognizing loans but not houses” of provident fund, and more cities are expected to follow up
Zigong, Sichuan, launched the first shot of “recognizing loans but not houses” for provident fund loans.
On January 18, Zigong housing provident fund management center issued the notice on issues related to the adjustment of housing provident fund policies, relaxed the recognition policy of housing units, and implemented the recognition standard of only recognizing loans but not houses.
27 new deals! Shanghai issues high-quality development policies for integrated circuit industry and software industry
The relevant person in charge of Shanghai Municipal Development and Reform Commission said that on the basis of continuing to maintain the “two wheel drive” of the two industries in the new round of policies, the integrated circuit industry will be placed in a more prominent position, and will pay more attention to the core position of talents, policy continuity and linkage support, core links of the industrial chain and coordinated development of the Yangtze River Delta.
The joint investigation team of the State Council seriously investigated and dealt with the problem of reselling imported crude oil by PetroChina fuel oil company
Over the years, PetroChina has sold 179.5 million tons of imported crude oil to 115 local refining enterprises. During this period, the main leaders of PetroChina group have seriously neglected their duties and responsibilities. PetroChina’s reselling of imported crude oil violates the administrative license law and other laws and regulations and relevant provisions on the management of crude oil and refined oil, seriously violates the national industrial policy, seriously disrupts the order of the oil market, and encourages the blind development of backward production capacity of illegal local refining enterprises.
hot sector stocks
Underestimated value + air outlet on building blue chip station! Optimistic about the three directions, and the concept of digital economy also takes off?
Southwest Securities Co.Ltd(600369) mentioned 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 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.
“Demon stock” Shandong Delisi Food Co.Ltd(002330) keeps rising! The media sector is also crazy! Jishi Media Co.Ltd(601929) stage 3 boards
Tianfeng Securities Co.Ltd(601162) said that in the short term, as an important film season, the box office concentration effect of the Spring Festival is expected to continue. It is suggested to pay attention to the companies related to the Spring Festival. Although the film market has experienced a cold winter in the past two years, the long-term logic of high-quality film and television content and cinema companies has not changed, and it is expected to improve the head concentration. As a post epidemic sector, if the epidemic situation is effectively controlled, the sector can rebound.
The concept of meta universe is blowing again! The list of industrial chain targets is coming. Is there still a chance for the digital currency sector?
Sealand Securities Co.Ltd(000750) mentioned that they are optimistic about the development opportunities brought by the development of metauniverse gradually becoming a market consensus and giants increasing investment in the ecological construction of metauniverse. At present, the layout of A-share media companies is mainly concentrated in the application layer, such as virtual platform and immersive content, digital assets, digital identity and offline experience. Some companies also have layout in the technical layer, such as hardware entrance and 3D technology.
Theme strategies of the eight major securities companies: five main lines to deduce a wave of small climax and grasp the situation of China Construction Bank at the beginning of the year! Carding of core targets
Huaxin Securities said that according to the market trend of all 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.
selected announcements of listed companies
China Telecom Corporation Limited(601728) : specific measures to stabilize the stock price will be determined with the controlling shareholders
China Telecom Corporation Limited(601728) (601728) announced on January 19 that from December 22, 2021 to January 19, 2022, the closing price of the company’s shares has been lower than the adjusted net asset value per share for 20 consecutive trading days, triggering the starting conditions of the above measures to stabilize the stock price, and the specific measures to stabilize the stock price will be determined with the controlling shareholders.
Chongqing Wanli New Energy Co.Ltd(600847) : it is proposed to restructure the holding of Teri battery to realize the upgrading from lead-acid to lithium battery industry
Chongqing Wanli New Energy Co.Ltd(600847) (600847) disclosed the major asset restructuring plan on the evening of the 19th. The transaction consists of major asset replacement, issuing shares to buy assets and supporting fund-raising: the company takes 100% equity of Wanli power (estimated value of 680 million yuan) as the invested assets and replaces 48.95% equity of Teri battery (estimated value of 1.15 billion yuan) held by the counterparty, that is, the equivalent part of the invested assets. The difference between the assets placed and the assets placed out (the estimated value is 470 million yuan) shall be purchased from all counterparties by the company by issuing shares. Meanwhile, the company plans to raise no more than 150 million yuan to increase the capital of Teri battery for the projects under construction of Teri battery. After the capital increase, the shareholding ratio of the company to Teri battery shall not be less than 51%. Trading of the company’s shares resumed on the 20th. Before the transaction, the company was mainly engaged in lead-acid battery products. After the transaction, the main business became lithium iron phosphate products, the cathode material of lithium battery.
Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) : it is proposed to invest 2 billion yuan in Wuhan to build green building materials production base and other projects
Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) (002271) it was announced on January 19 that the company signed a project investment agreement with Xinzhou District Government of Wuhan, which agreed that the company plans to invest 2 billion yuan to invest in the construction of Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) Wuhan green building materials production base project and Hubei Regional Headquarters project in Wuhan.
Shanghai Hiuv New Materials Co.Ltd(688680) : it is proposed to sign the investment agreement for photovoltaic packaging material expansion project
Shanghai Hiuv New Materials Co.Ltd(688680) (688680) announced on January 19 that it plans to sign an investment agreement for photovoltaic packaging material expansion project with Taizhou Haineng New Energy Group Co., Ltd., with a total investment of about 200 million yuan. After the completion of the project, the annual production capacity of supporting 5-10gw photovoltaic modules will be formed, which will provide supporting services for the surrounding component factories in the region and improve the overall production capacity of the company.
Dirui Industrial Co.Ltd(300396) : it is proposed to repurchase shares with RMB 50 million-100 million
Dirui Industrial Co.Ltd(300396) (300396) announced on January 19 that it is planned to repurchase shares with RMB 50 million-100 million, and the repurchase price shall not exceed 27 yuan / share. The repurchased shares are intended to be used for the implementation of employee stock ownership plan or equity incentive.
Xiamen King Long Motor Group Co.Ltd(600686) : the subsidiary received a total of 626 million yuan of national new energy vehicle promotion subsidies
Xiamen King Long Motor Group Co.Ltd(600686) (600686) it was announced on January 19 that Xiamen Jinlong United Automobile Industry Co., Ltd. and Xiamen Jinlong station wagon Co., Ltd., the holding subsidiaries of the company, recently received 285 million yuan and 341 million yuan of national subsidies for the promotion and application of new energy vehicles transferred by Xiamen Municipal Finance Bureau, totaling 626 million yuan. The above subsidies will directly offset the accounts receivable formed by the sold new energy buses and have a positive impact on the company’s cash flow.
Dalian Zhiyun Automation Co.Ltd(300097) : adjust the business structure and focus on the automation equipment of flat panel display module
Dalian Zhiyun Automation Co.Ltd(300097) (300097) announced on January 19 that the company will adjust and optimize the existing business structure, orderly reduce the production and sales of automotive powertrain automation equipment with worrying performance prospects and gradually withdraw from the business field on the premise of completing orders in hand with quality and quantity and ensuring the interests of employees; Concentrate advantageous resources, focus on the development of flat panel display module automation equipment business, and achieve the optimal allocation of resources of the company.
Changzhou Tiansheng New Materials Co.Ltd(300169) : plan the change of control and suspend trading from the 20th
Changzhou Tiansheng New Materials Co.Ltd(300169) (300169) announced on January 19 that Wu Haizhou, the shareholder of the company, intends to entrust the voting rights of his shares to Fujian Jucheng Machinery Equipment Co., Ltd. (hereinafter referred to as “Jucheng machinery”), and the company plans to issue shares to Jucheng machinery and / or its related subjects. If the above matters are completed, it may involve the change of control of the company. The trading of the company’s shares has been suspended since the opening of the market on January 20, and the suspension is expected to be no more than 2 trading days.
