Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors' reference.
North to raise 12.5 billion! Financial stocks strengthened and more than 3800 stocks fell
The three major A-share indexes maintained a shock consolidation trend throughout the day, and finally the Shanghai index closed down 0.09% to close at 3555.06 points; The Shenzhen Component Index fell 0.06% to close at 14198.30; The gem index fell 0.32% to close at 3065.99. The market turnover reached 1.13 trillion yuan, the number of falling stocks exceeded 3800, most of the industry sectors closed down, and the insurance, securities and banking sectors strengthened. Northbound funds bought a net 12.576 billion yuan today.
Stocks fell! The large financial sector bucked the market to protect the market, and the liquidity environment improved. Institutions: pay attention to the undervalued financial sector
Today (January 20), individual stocks showed a general decline pattern, with more than 3800 individual stocks floating green in the two cities, and most sectors are also in a state of decline. The three financial sectors of securities, banking and insurance rose sharply against the market, and individual stocks also rose collectively. East Asia Qianhai Securities pointed out that the interest rate cut aims to promote the repair of the financing needs of the real economy, and bank credit can be expected to make a "good start".
A rumor dilutes heavy benefits? The periphery rose sharply, but A-Shares fell across the board! Who is the black hand of shorting
In the morning of January 20, the central bank cut the LPR one-year and five-year interest rates, which should be in line with market expectations. However, this did not bring too much long momentum to the A-share market, and there was a diving market in the intraday trading. At the level of individual stocks, it was even bleak. As of the closing, more than 3800 stocks fell, only 745 stocks rose, and the three major stock indexes closed lower.
Dragon and tiger list: 252 million rush to raise Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) foreign capital net buys 2 shares and institutions net buys 6 shares
On January 20, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 252 million yuan in the three days. Data show that the stock rose 18.63% during the day and 28.27% in the past three days. The China Industrial Securities Co.Ltd(601377) Shaanxi branch with the highest net capital inflow bought 119 million yuan on the third day. A total of 29 stocks were involved in the institutional participation list, of which 6 were net bought by the institution, Delixi Xinjiang Transportation Co.Ltd(603032) were the most bought by the institution, with a net inflow of RMB 113 million in the three days. In addition, 23 shares were sold by institutions, and Avic Aviation High-Technology Co.Ltd(600862) was sold the most, amounting to 282 million yuan.
Resumption of trading of 51 trading stocks: Andon Health Co.Ltd(002432) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Beijing Cuiwei Tower Co.Ltd(603123) sealing Hubei Radio & Television Information Network Co.Ltd(000665) blasting
Today (January 20), the three major indexes turned green, with a turnover of 1129 billion in the two cities, up from 63.7 billion in the previous trading day. On the disk, securities, banks, pork, airports, digital money, Baijiu and other sectors rose. Salt lake lithium extraction, education, oil and gas, metauniverse, mobile games and other sectors led the decline. A total of 51 shares rose today, down 21 shares from the 71 limit of the previous trading day. Among Shenwan's 28 primary industries, banks and non bank finance led the two cities.
More than 3800 individual stocks in the two cities fell Zhejiang Jianfeng Group Co.Ltd(600668) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) and other 10 stocks hit a record high
On January 20, the Shanghai stock index closed at 3555.06 points, down 0.09%; Shenzhen composite index closed at 14198.30 points, down 0.06%; The gem index closed at 3065.99 points, down 0.32%. According to the data of China stock market news choice, the intraday share prices of 10 stocks hit an all-time high today, including Zhejiang Jianfeng Group Co.Ltd(600668) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) . Data show that today, the intraday share prices of 17 stocks hit a record low, including Shanghai Haoyuan Chemexpress Co.Ltd(688131) .
blockbuster news
Li Keqiang: strengthen the implementation of macro policies and launch more practical and hard moves
Premier Li Keqiang chaired the sixth plenary meeting of the State Council. Li Keqiang said that we should continue to do a good job in the "six stabilities" and "six guarantees", deepen reform and opening up, strengthen cross cycle regulation, strengthen the implementation of macro policies, launch more practical and hard measures to boost effective demand, strengthen supply guarantee and stabilize market expectations, and coordinate development and security, Effectively prevent and resolve risks, strive to stabilize the macro-economic market, achieve more full employment, and keep the economy running within a reasonable range.
The State Council printed and distributed the tourism development plan of the 14th five year plan
Accelerate the application and popularization of new technologies such as big data, cloud computing, Internet of things, blockchain and 5g, Beidou system, virtual reality and augmented reality in the tourism field, and improve the development level of tourism with scientific and technological innovation. Vigorously improve tourism service related technologies, enhance the experience and interaction of tourism products, and improve the convenience and safety of tourism services. Encourage the development of tourist oriented tourism platforms and system tools with comprehensive functions such as intelligent recommendation, intelligent decision-making and intelligent payment.
Han Zheng: accelerate the construction of large-scale wind power photovoltaic base and vigorously promote the clean and efficient utilization of coal
Han Zheng stressed that we should focus on key areas and weak links, and do a good job in all work for a long time. We should give priority to ensuring flood control safety in the Yellow River Basin, consolidate the foundation for high-quality development, accelerate the construction of large-scale wind power photovoltaic bases, vigorously promote the clean and efficient utilization of coal, and strive to ensure the stable supply of coal and electricity.
State Council: timely launch the action to promote inbound tourism
The State Council printed and distributed the "14th five year plan" for tourism development. The plan proposes to timely study and judge the situation of covid-19 pneumonia prevention and control outside China and the development and changes of the international environment, scientifically adjust the management measures for relevant personnel to come to China, and actively build a healthy, safe and orderly order of personnel exchanges between China and foreign countries on the premise of ensuring the safety of epidemic prevention. Timely launch the promotion action of inbound tourism, issue support policies for inbound tourism development, size up the situation and take effective measures to promote the high-quality development of inbound tourism.
Ministry of housing and urban rural development: resolutely deal with the risk of overdue delivery of individual housing enterprise projects
The National Conference on housing and urban rural development was held in Beijing on January 20. The meeting proposed to strengthen the regulation of the real estate market. Unswervingly adhere to the positioning that houses are used for living rather than speculation, do not use real estate as a tool and means to stimulate the economy in the short term, maintain the continuity and stability of regulatory policies, enhance the coordination and accuracy of regulatory policies, continue to steadily implement the long-term mechanism of real estate, and resolutely and effectively deal with the risk of overdue delivery of real estate projects of individual real estate enterprises, We will continue to rectify and standardize the order of the real estate market.
Ministry of Commerce: the abolition of tariffs is in the fundamental interests of consumers and producers in China and the United States
At the regular press conference held by the Ministry of Commerce today, some media asked that Biden said at the press conference on Wednesday, us time that he was not ready to cancel the tariffs imposed by his predecessor. What is the comment of the Ministry of Commerce? In this regard, Shu jueteng, spokesman of the Ministry of Commerce, said that China has always believed that the abolition of tariff increases is beneficial to China, the United States and the world. In particular, under the current inflation situation, the abolition of tariffs is in the fundamental interests of consumers and producers in China and the United States and is conducive to the recovery of the world economy.
Yantai follows Chengdu to relax the supervision of pre-sale funds, which will help alleviate the liquidity pressure of real estate enterprises
Recently, Yantai Municipal Bureau of housing and urban rural development posted a notice on the implementation of incentive measures for trustworthy real estate enterprises on its official website. This notice was jointly issued by Yantai Municipal Bureau of housing and urban rural development, Yantai central sub branch of the people's Bank of China, Yantai regulatory branch of China Banking and Insurance Regulatory Commission and Yantai housing provident fund management center.
Inter bank bond market and exchange bond market jointly issue supporting measures for interconnection
While the inter-bank bond market and the exchange bond market are interconnected, the National Development Bank, policy banks, state-owned commercial banks, joint-stock commercial banks, urban commercial banks, foreign banks in China and other banks listed in China, You can choose to participate in the cash bond agreement trading in the exchange bond market through the interconnection mechanism or by opening an account directly.
hot sector stocks
"Flag bearer" blessing! Can A share "medicine" stop this "Baijiu" good drink?
Guosheng securities mentioned that the Spring Festival peak sales season is coming, famous liquor enterprises receive good payment, the peak season performance in terms of price is stable without obvious fluctuation, and some areas at the mobile sales end are still repeatedly affected by the epidemic. After the epidemic, terminal stores generally adopt the way of reducing inventory and increasing purchase frequency, and the real needs of consumers and terminal mobile sales still need to be observed, After new year's day, the delivery of terminal goods is accelerated, and the channel inventory of most famous liquor enterprises is benign. It is expected that the Spring Festival is still expected to achieve benign growth.
The concept of digital currency broke out! Chinalin Securities Co.Ltd(002945) what is the best allocation time point for the trading of securities companies?
Gf Securities Co.Ltd(000776) believes that when the transaction volume of brokerage shares accounts for less than 2% of the whole market, that is, when the whole market is in a low allocation state to the brokerage sector, if there is liquidity and policy stimulus, the allocation proportion may rise from 2% to 8% ~ 10%. At present, the allocation of brokerage stocks in the market is less than 2%. On the one hand, it is waiting for the central economic work conference to send a signal of steady growth. On the other hand, it is waiting for the clearing of risks in the real estate sector. Combined with the recent favorable policies, the agency believes that now is indeed a very good time to allocate the brokerage sector.
LPR down as scheduled! Big finance "turn the tide"? Near the Spring Festival, the market of "drinking and eating meat" broke out
China International Capital Corporation Limited(601995) mentioned that the LPR was lowered as scheduled, and the "turn around" market of bank stocks continued. Compared with the pressure of net interest margin, credit cost is the main factor affecting profits at this stage, and the steady growth policy helps to improve the quality expectation of bank assets. We continue to be optimistic about the "good fortune" of banking stocks throughout the year, reiterate the recommendation of high-quality banks with good asset quality and benefiting from wealth management and financial technology opportunities, and also suggest paying attention to some regional banks with deviation in fundamentals and valuation.
Theme strategy of eight securities companies: analysis of covid-19 prevention and control related industrial chain! List of core targets such as small molecule drugs and detection
Guosen Securities Co.Ltd(002736) said that in the uncertain macro environment outside China and the repeated stage of global covid-19 epidemic, we believe that the pharmaceutical and biological sector has high cost performance. We suggest to continue to pay attention to the high-quality targets matching the boom track valuation and growth rate: Jiangsu Hengrui Medicine Co.Ltd(600276) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Wuxi Apptec Co.Ltd(603259) , Yaoming biology, Kingsley biotechnology, Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Apeloa Pharmaceutical Co.Ltd(000739) , konoya Corning Jerry pharmaceutical, etc.
selected announcements of listed companies
China Minmetals Rare Earth Co.Ltd(000831) : the actual controller will be changed to China rare earth group
China Minmetals Rare Earth Co.Ltd(000831) (000831) announced on January 20 that Minmetals transferred 16.1% of the company's shares directly held by Minmetals and Minmetals Nonferrous Metals Holdings, a wholly-owned subsidiary of Minmetals, transferred 100% of the equity of China Minmetals Rare Earth Co.Ltd(000831) group (23.98% of the company's shares) held by Minmetals to China rare earth group free of charge, resulting in China rare earth group directly and indirectly holding 40.08% of the company's shares. After the transfer, the controlling shareholder of the company will remain China Minmetals Rare Earth Co.Ltd(000831) group, and the actual controller will be changed from China Minmetals to China rare earth group.
Sanwei Holding Group Co.Ltd(603033) : it is proposed to start the 300000 t / a BDO and degradable plastics integration project
Sanwei Holding Group Co.Ltd(603033) (603033) announced on January 20 that Inner Mongolia Sanwei new materials Co., Ltd., the holding subsidiary of the company, plans to start the 300000 t / a BDO and degradable plastic integration project (phase I), and the total investment of phase I is expected to be 4.366 billion yuan.
Luyin Investment Group Co.Ltd(600784) : signed a strategic cooperation agreement with China energy construction digital technology
Luyin Investment Group Co.Ltd(600784) (600784) announced on January 20 that it signed a strategic cooperation framework agreement with China energy construction Digital Technology Co., Ltd. the two sides intend to establish a long-term strategic partnership in the comprehensive development and utilization of salt caverns, investment in compressed air energy storage projects, new energy construction, etc. Two (sets) 300MW compressed air energy storage power stations will be built in the near future and six (sets) 300MW compressed air energy storage power stations will be built in the long term. Based on this, Tai'an will be built into a ten million KW energy storage base in East China.
China Kings Resources Group Co.Ltd(603505) : it is proposed to repurchase shares of RMB 50-100 million
China Kings Resources Group Co.Ltd(603505) (603505) the company plans to repurchase the company's shares with RMB 50 million-100 million, and the proposed repurchase price or price range shall not exceed 57 yuan / share (inclusive). The repurchased shares are used to implement the employee stock ownership plan or equity incentive.
Jiangxi Special Electric Motor Co.Ltd(002176) : it is proposed to repurchase shares and establish an employee stock ownership plan
Jiangxi Special Electric Motor Co.Ltd(002176) (002176) it was announced on January 20 that the company plans to repurchase shares with a price of 30-40 million yuan, with a repurchase price of no more than 25 yuan / share. The repurchased shares are intended to be used for employee stock ownership plan or equity incentive. At the same time, the company disclosed the first phase of the employee stock ownership plan (Draft), which plans to establish an employee stock ownership plan, with a total capital of no more than 80 million yuan and no more than 126 participants.
Tecnon (Fujian) Commercial Lighting Co.Ltd(300650) : it is proposed to repurchase shares between 40 million yuan and 80 million yuan
Tecnon (Fujian) Commercial Lighting Co.Ltd(300650) (300650) announced on January 20 that the company plans to repurchase shares at a price of 40-80 million yuan, with a repurchase price of no more than 42 yuan / share. The repurchased shares are used for the implementation of employee stock ownership plan or equity incentive in the later stage.
Tibet Tianlu Co.Ltd(600326) : joint bid winning comprehensive development project with a total investment of about 9.8 billion yuan
Tibet Tianlu Co.Ltd(600326) (600326) announced on January 20 that the company, together with Chengdu exploration and Research Institute, western construction investment, the Third Bureau of Anneng, Mingyue real estate, power construction group and the fifth Bureau of hydropower, jointly formed a consortium to participate in the bidding and win the bid for the comprehensive development project of the European industrial city area of Qingbaijiang river. The total investment of the project is preliminarily estimated to be about 9.8 billion yuan, and the project capital accounts for about 30% of the total investment, that is, about 2.94 billion yuan. All parties of the consortium and the government invested on behalf of rongou company to jointly establish the project company. The registered capital of the project company is 200 million yuan, and the shareholding ratio of the company is 14%, that is, the company needs to invest 28 million yuan in the first batch. According to the estimation of the capital of the project of 2.94 billion yuan, the company needs to invest no more than 412 million yuan.
Beijing Sun-Novo Pharmaceutical Research Co.Ltd(688621) : Directors and senior executives plan to increase their holdings of shares by a total of 10 million to 12 million yuan
Beijing Sun-Novo Pharmaceutical Research Co.Ltd(688621) (688621) announced on January 20 that Liu Yujing, director and general manager of the company, and Zhao Lingyang, director, Secretary of the board of directors and chief financial officer, plan to increase the company's shares by a total of 10-12 million yuan within 6 months from January 24.
Shandong Shida Shenghua Chemical Group Company Limite(603026) : the chairman and some senior executives plan to increase their holdings of shares by a total of 80 million to 100 million yuan
Shandong Shida Shenghua Chemical Group Company Limite(603026) (603026) announced on January 20 that Guo Tianming, chairman of the board of directors, Yu Haiming, general manager, LV Junqi, Secretary of the board of directors and song Huibao, chief accountant of the company, planned to increase the company's shares by 80-100 million yuan in total within six months.
Grg Banking Equipment Co.Ltd(002152) : it is proposed to establish a wholly-owned subsidiary to carry out digital economy business
Grg Banking Equipment Co.Ltd(002152) (002152) announced on January 20 that the company plans to establish a wholly-owned subsidiary radio and television digital economy investment and Operation Co., Ltd. (hereinafter referred to as "radio and television digital investment"), with a registered capital of 1 billion yuan. As the company's investment and operation platform, radio and television digital investment will carry out the investment, construction and follow-up operation of digital economy business nationwide, innovate the smart city business model and expand the company's smart city business field.
Shenzhen Desay Battery Technology Co.Ltd(000049) : it is proposed to build Shenzhen Desay Battery Technology Co.Ltd(000049) energy storage cell project with 7.5 billion yuan
Shenzhen Desay Battery Technology Co.Ltd(000049) (000049) announced on January 20 that the company plans to set up a holding subsidiary in Changsha Wangcheng economic and Technological Development Zone to build " Shenzhen Desay Battery Technology Co.Ltd(000049) energy storage cell project". The project plans to invest 7.5 billion yuan in fixed assets and arrange the energy storage cell project headquarters, research and Development Center and production center with a capacity of 20gwh in three phases.
Guang Dong Fenghua Advanced Technology (Holding) Co.Ltd(000636) : approved to lead the establishment of Guangdong new electronic component Innovation Center
Guang Dong Fenghua Advanced Technology (Holding) Co.Ltd(000636) (000636) announced on the evening of January 20 that the company recently received the reply from Guangdong Provincial Department of industry and information technology and agreed to take the lead in establishing "Guangdong new electronic component innovation center". Taking the central platform as the carrier, the innovation center will integrate the advantageous resources of upstream and downstream industries, build R & D pilot lines, tackle key technical problems of component powder and slurry, develop high-end products such as high-capacity and reliable MLCC and high-precision chip resistors, and break through the component neck technology in China's 5g base stations, new energy vehicles and other strategic industries, Accelerate the domestic substitution of high-end components and promote the improvement of common technology level and industrial development in the industry.
Suzhou Hengmingda Electronic Technology Co.Ltd(002947) : it is proposed to repurchase shares of 15 million yuan - 30 million yuan
Suzhou Hengmingda Electronic Technology Co.Ltd(002947) (002947) announced on January 20 that the company plans to repurchase shares with 15-30 million yuan, with the repurchase price not exceeding 55.08 yuan / share. The repurchased shares are used for employee stock ownership plan or equity incentive. In addition, the actual controllers and senior executives of the company and other 8 people plan to reduce the shares of the company by no more than 1.14%.
Shenzhen Dynanonic Co.Ltd(300769) : it is proposed to invest 2 billion yuan in the project of lithium supplement with an annual output of 20000 tons
Shenzhen Dynanonic Co.Ltd(300769) (300769) announced on January 20 that the company plans to sign the framework cooperation agreement on the lithium supplement project with an annual output of 20000 tons with the government of Zhanyi District, Qujing City. The company plans to build the "lithium supplement project with an annual output of 20000 tons" in Zhanyi District, Qujing City, with a total investment of about 2 billion yuan, It is proposed to be implemented by Shenzhen Defang Chuangyu New Energy Technology Co., Ltd., the holding subsidiary of the company, which is registered as a wholly-owned subsidiary.
