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 A-share indexes ended lower: the gem refers to the net purchase of nearly 9 billion yuan from the negative North for four consecutive days
The three major A-share indexes collectively closed lower today, of which the Shanghai index fell 0.91% to close at 3522.57 points; The Shenzhen Component Index fell 1.19% to close at 14029.55; The gem index fell 1.02% to close at 3034.68, with four consecutive negative days. The market turnover was less than 1 trillion yuan, today it was 984.4 billion yuan, and the number of falling stocks exceeded 3100. Most industry sectors closed down, led by medicine, agriculture and games, while coal, tourism and wine sectors rose against the market. Northbound funds bought a net 8.758 billion yuan today.
The lancet releases heavy information, the strongest track collapses! The two military white horses are “angry” by the fund, and the pressure on individual stocks is great?
The Avic Electromechanical Systems Co.Ltd(002013) with a market value of nearly 50 billion issued the performance express of 2021 overnight, and the net profit attributable to the shareholders of the listed company was 1.259 billion yuan, a year-on-year increase of 17.18%; The net profit of Avic Shenyang Aircraft Company Limited(600760) 2021 with a market value of more than 100 billion also increased by only 14.56% year-on-year. These performance levels are significantly lower than market expectations. Today, the military industry sector suffered an impact, and many stocks hit the intraday limit.
Emotional indicators “cliff style” fell below the freezing point! More than 100 stocks in the two cities fell by more than 9%, and the concept of anti epidemic collapsed in an all-round way
Today, the three major indexes continued to be depressed, and the gem index closed at a new low for four consecutive days. On the sector, the concept of anti epidemic collapsed in an all-round way, the tourism, airport shipping and consumption sectors of the post epidemic concept rose against the trend, and the cyclical sectors such as coal and nonferrous metals strengthened all day. In terms of individual stocks, many high-level stocks fell sharply today. Temus staged a sky floor, Andon Health Co.Ltd(002432) , Inly Media Co.Ltd(603598) , Shandongsino-Agriunitedbiotechnologyco.Ltd(003042) , Shandong Delisi Food Co.Ltd(002330) and other limits. There are more than 100 individual stocks with a decline of more than 9% in the two cities.
Dragon and tiger list: 110 million rush to raise Changchun High And New Technology Industries (Group) Inc(000661) foreign capital net buys 5 shares, and institutions net buy 12 shares
On January 21, Changchun High And New Technology Industries (Group) Inc(000661) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 110 million yuan in the three days. Data show that the stock has fallen by the limit for three consecutive trading days, with a cumulative decline of 27.1%. The net flow of funds into the top Shenzhen Stock connect seats, with a net purchase of 181 million yuan on the third day. A total of 32 stocks were involved in the institutional participation in the dragon and tiger list, of which 12 were net bought by the institution, Northking Information Technology Co.Ltd(002987) was the most bought, with a total of 80.5023 million yuan. In addition, 20 shares were net sold by institutions, Avic Aviation High-Technology Co.Ltd(600862) was the most sold, with a net sales of 474 million yuan in three days.
Resumption of trading of 61 trading stocks: Andon Health Co.Ltd(002432) falling limit Jc Finance & Tax Interconnect Holdings Ltd(002530) 7 sector Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) fried sector
Today (January 21), the three major indexes fell. The gem index closed at a new low for four consecutive days. The turnover of the two cities was 984.5 billion, a decrease of 144.5 billion compared with the previous trading day, and the trading volume fell below trillion for the first time recently. On the disk, coal, tourism, airports, Saline Lake lithium extraction, small metals, Baijiu and other sectors rose. Covid-19 treatment, covid-19 detection, medical devices, traditional Chinese medicine, aquaculture and other sectors led the decline. There were 61 shares trading today, an increase of 10 shares compared with the trading limit of 51 shares on the previous trading day.
Gem refers to four consecutive negative record lows Beijing Cuiwei Tower Co.Ltd(603123) , Beijing Vastdata Technology Co.Ltd(603138) and other four stocks, reaching a record high
On January 21, the Shanghai stock index closed at 3522.57 points, down 0.91%; Shenzhen composite index closed at 14029.55 points, down 1.19%; The gem index closed at 3034.68 points, down 1.02%. According to the data of China stock market news choice, the intraday share prices of four stocks hit an all-time high today, including Beijing Cuiwei Tower Co.Ltd(603123) , Beijing Vastdata Technology Co.Ltd(603138) . Data show that the intraday share prices of 38 stocks hit a record low today, including Yunnan Botanee Bio-Technology Group Co.Ltd(300957) .
blockbuster news
Li Keqiang: macro policies should be more targeted and reasonably strengthened
Li Keqiang chaired a symposium of experts and entrepreneurs to solicit opinions and suggestions on the government work report. Li Keqiang stressed the need to maintain the continuity and stability of macro policies, enhance pertinence, reasonably increase policy efforts, and pay attention to interval and directional regulation. We will implement a combined and large-scale tax reduction and fee reduction policy, adhere to the principle of not engaging in flood irrigation or extensive irrigation, and maintain reasonable and sufficient liquidity. Take comprehensive measures to reduce the financing costs of enterprises, especially small, medium-sized and micro enterprises. We will ensure the supply of electricity, coal and other energy sources and stabilize grain production.
The central bank did it again! Reduce SLF interest rate of each term by 10bp at one time
The central bank announced that the interest rate of standing lending facility (SLF) implemented since January 17, 2022 is: 2.95% for overnight period, 3.1% for 7-day period and 3.45% for 1-month period. The interest rates of overnight, 7-day and 1-month SLF operated by the central bank in December were 3.05%, 3.2% and 3.55% respectively. Earlier, the Central Bank of China cut MLF and reverse repo interest rates by 10 basis points on January 17.
Ten departments: by the end of the 14th five year plan, it can meet the charging demand of more than 20 million electric vehicles
The national development and Reform Commission and other departments issued Implementation Opinions on further improving the service support capacity of electric vehicle charging infrastructure. By the end of the 14th five year plan, China’s electric vehicle charging support capacity will be further improved, and a moderately advanced, balanced, intelligent and efficient charging infrastructure system will be formed, which can meet the charging demand of more than 20 million electric vehicles.
Lower the threshold for investors to sue! Implement “zero tolerance” for counterfeiting! Comprehensive interpretation of the ten key points of “judicial interpretation of false statements”
The Supreme People’s court today issued the “several provisions of the Supreme People’s Court on the trial of civil compensation cases for misrepresentation infringement in the securities market”. On the basis of integrating the relevant contents of the original judicial interpretation, the Several Provisions have added 15 important contents, with a total of 35 articles. The full text is divided into eight parts, focusing on the application of law in the acceptance and trial of cases by the people’s court after canceling the pre procedure for the acceptance of false statements by the people’s court, and refining the constituent elements of civil liability for securities false statements.
The Ministry of Communications issued the “14th five year plan” for green transportation, which will promote the application of electric trucks and hydrogen fuel cell vehicles
On January 21, the Ministry of communications publicly released the “14th five year plan” for green transportation development. In the context of “double carbon”, this plan will be the guiding direction for the energy structure adjustment and emission reduction of the transportation industry in the next few years. The plan proposes that by 2025, based on 2020, the carbon dioxide emission per unit transportation turnover of operating vehicles will be reduced by 5%, the carbon dioxide emission per unit transportation turnover of operating ships will be reduced by 3.5%, and the total nitrogen oxide emission of operating ships will be reduced by 7%.
The 4 departments once again provided administrative guidance to 11 enterprises such as meituan, hungry and didi to protect the rights and interests of workers
Recently, the Ministry of human resources and social security, together with the Ministry of transport, the State Administration of market supervision and the all China Federation of trade unions, once again carried out administrative guidance on safeguarding the labor security rights and interests of workers in the new employment form to 11 head platform enterprises such as meituan, hungry, Didi, Cao Cao, dada, flash delivery, huolala, manbang, Jiajia group, Alibaba and Tencent.
Minister of Finance Liu Kun: fully tap China’s demand potential and give full play to the role of Finance in stabilizing investment and promoting consumption
We will fully tap China’s demand potential and give full play to the role of Finance in stabilizing investment and promoting consumption. To manage and make good use of special bond funds, local financial departments should strengthen coordination with development and reform and industry competent departments, sort out project fund needs, improve project reserve quality, make overall use of bond funds, strive to start construction and reserve a batch, and stimulate effective investment. A notification and early warning system for expenditure progress shall be fully established, and all special bond projects shall realize full coverage of performance self-assessment.
hot sector stocks
Fall again! How to deal with it? Baijiu and four big sectors become “safe haven”.
Tianfeng Securities Co.Ltd(601162) said Baijiu Baijiu is still a good release in the near future. Currently, the high-end liquor sector will continue to push hard. High-end Baijiu will continue to usher in catalysis, with emphasis on Wuliangye Yibin Co.Ltd(000858) and Kweichow Moutai Co.Ltd(600519) . We propose that the liquor business has strong barriers in the Baijiu sector and high-end Baijiu, and the business model has the superiority. The performance stability in 2022 is still strong.
Shanxi Coal International Energy Group Co.Ltd(600546) limit! The coal sector is strengthening, and the time for the coal market to dark has passed?
Guotai Junan Securities Co.Ltd(601211) said that the rise in coal prices in the fourth quarter combined with the significant increase in the company’s performance, raised EPS from 2021 to 2023 to 2.45, 2.17 and 2.34 (formerly 1.02, 1.17 and 1.26), referred to the industry average, gave the company 7 times PE in 2022, raised the target price to 15.19 (formerly 12.24), and maintained the overweight rating. For the coal industry, the agency said that at the beginning of 2022, affected by the limited import of Indonesian coal and the replenishment of power plants in the north near the Winter Olympics, the coal price rose. Although the supply and demand is still loose, the dark time of the coal market has passed.
Another top-level design comes out! Aviation, tourism and other sectors erupted, and the concepts of coal and lithium battery are also crazy!
Guosen Securities Co.Ltd(002736) believes that after the emergence of vaccines and specific drugs at the same time, it is only a matter of time for mankind to overcome the epidemic. When a strong boom is expected, the share price of aviation stocks is likely to remain active. We do not deny that the short-term prosperity of civil aviation may still be disturbed by the epidemic, but the prosperity of the industry is highly expected after the epidemic subsides completely. We believe that the boom brought about by the reversal of supply and demand is industrial, and large and small airlines will fully benefit. From the perspective of valuation, Pb valuation of airlines is near the historical center, and there is still room for improvement. We recommend Air China Limited(601111) , China Southern Airlines Company Limited(600029) , China Eastern Airlines Corporation Limited(600115) , Spring Airlines Co.Ltd(601021) , Juneyao Airlines Co.Ltd(603885) .
Eight major brokerage theme strategies: can A-Shares “drink”? The exposure of the preferred target for the configuration of the mechanism bottom bin!
Guotai Junan Securities Co.Ltd(601211) said that Baijiu start a quick start, quick return, low inventory to achieve a good start, expected to follow the peak season dynamic marketing performance shows regional differentiation, price differentiation, scene differentiation, the whole year is expected to high-end robust, high-end high-end growth, regional structural upgrading and continuation, the wine company products and channels continue to transform the alpha dominance, valuing the value after digestion highlights. It is suggested to increase holdings of three main lines.
selected announcements of listed companies
Gansu Shangfeng Cement Co.Ltd(000672) : it is proposed to jointly layout photovoltaic power generation and energy storage with sunshine new energy
Gansu Shangfeng Cement Co.Ltd(000672) (000672) it was announced on January 21 that the strategic cooperation framework agreement was signed with sunshine new energy and Hefei Yixin. Based on the project bases, relying on the characteristics of location advantages and its own demand for green energy, the company combined sunshine new energy’s advantages in technology, construction, intelligent operation and maintenance in photovoltaic power generation, energy storage and other new energy industries, And Hefei, relying on its advantages in investment and operation scheme planning and design and professional consulting of photovoltaic energy storage projects, jointly layout green energy industries such as photovoltaic power generation and energy storage, promote the company’s industrial green, economic, energy saving and sustainable development, and achieve win-win cooperation among the three parties.
Jiangxi Black Cat Carbon Black Inc.Ltd(002068) : it is proposed to jointly build PVDF and supporting industrial chain project with Lecron Industrial Development Group Co.Ltd(300343)
Jiangxi Black Cat Carbon Black Inc.Ltd(002068) (002068) announced on January 21 that it plans to jointly invest with Lecron Industrial Development Group Co.Ltd(300343) (300343) to establish “Inner Mongolia Lianhe fluorocarbon New Material Co., Ltd. in Wuhai City, Inner Mongolia. The registered capital is proposed to be 500 million yuan, the company’s subscribed capital is 100 million yuan and Lecron Industrial Development Group Co.Ltd(300343) subscribed capital is 400 million yuan. The proposed new project of the joint venture is planned to be 50000 T / a PVDF and supporting industrial chain project. Jiangxi Black Cat Carbon Black Inc.Ltd(002068) said that the construction of the joint venture project will help the company enrich its product structure, quickly cut into the new energy material industry and create a new profit growth point.
Zhejiang Great Shengda Packing Co.Ltd(603687) : it is proposed to cooperate to establish a joint scientific research platform to study and provide 5g industrial Internet solutions
Zhejiang Great Shengda Packing Co.Ltd(603687) (603687) announced on January 21 that it signed a strategic cooperation framework agreement with Zhejiang digital content research institute, higher Research Institute of University of Electronic Science and Technology (Shenzhen) and higher Research Institute of information technology of Zhejiang University, jointly initiated the establishment of a joint research platform of non independent legal persons, and realized the virtual reality link in artificial intelligence through industrial Internet and digital twin technology, The immersive characters can connect virtual reality with reality in the virtual reality platform.
Chengdu Xuguang Electronics Co.Ltd(600353) : it is proposed to raise no more than 550 million yuan, and the controlling shareholders participate in the subscription
Chengdu Xuguang Electronics Co.Ltd(600353) (600353) announced on January 21 that it plans to raise no more than 550 million yuan from non-public offering of shares to no more than 35 specific objects, including the new group, the controlling shareholder of the company, for the production expansion project of electronic packaging ceramic materials, the industrialization project of electronic ceramic materials and supplementary working capital. Among them, the new group intends to subscribe for no more than 30% of the total number of issues and no less than 10% of the total number of issues.
Hongrun Construction Group Co.Ltd(002062) : won the bid for the 176 million yuan project
Hongrun Construction Group Co.Ltd(002062) (002062) it was announced on January 21 that the company recently received the letter of acceptance from Shanghai shentie Investment Co., Ltd. that the construction of bid jmsz-7 of municipal supporting works of Shanghai Rail Transit Jiamin line project was undertaken by the company, with a bid winning price of 176 million yuan, accounting for 1.56% of the company’s operating revenue in 2020. The project duration is 2007 days.
Henan Lantian Gas Co.Ltd(605368) : proposed to acquire 52% equity of Changge Lantian
Henan Lantian Gas Co.Ltd(605368) (605368) on January 21, it disclosed the plan for issuing shares to purchase assets and related party transactions. It plans to issue shares to Yulong industry to purchase 52% equity of Changge Lantian, and the transaction price has not been finalized. Changge Lantian is engaged in urban gas business in Changge City, Henan Province. After the completion of this transaction, Changge Lantian will become a wholly-owned subsidiary of the company, and the urban gas business area of the company will be further expanded.
Jinyuan Ep Co.Ltd(000546) : the new chairman plans to increase his shares by no less than 15 million yuan
Jinyuan Ep Co.Ltd(000546) (000546) on January 21, it was announced that the new chairman Xu Gang planned to increase his holdings of the company’s shares by means of centralized competitive trading within 6 months, and the amount to be increased shall not be less than 15 million yuan. At present, Xu Gang does not hold the company’s shares.
Hengyi Petrochemical Co.Ltd(000703) : it is proposed to invest 19.7 billion in the caprolactam polyamide industry integration and supporting project
Hengyi Petrochemical Co.Ltd(000703) (000703) announced on January 21 that Guangxi Hengyi new materials, a subsidiary of the company, plans to invest in the construction of “1.2 million tons of caprolactam polyamide industrial integration and supporting engineering project”, with an estimated total investment of 19.723 billion yuan. After the project is put into operation, it can effectively extend the downstream industrial chain of aromatics, enhance the competitive strength of enterprises and improve the overall profitability of the company.
Jiangsu Canlon Building Materials Co.Ltd(300715) : it is proposed to repurchase the company’s shares with RMB 100 million to RMB 200 million
Jiangsu Canlon Building Materials Co.Ltd(300715) (300715) announced on January 21 that the company plans to repurchase the company’s shares with RMB 100 million-200 million at a repurchase price of no more than 28 yuan / share. The repurchased shares are intended to be used to implement the employee stock ownership plan or equity incentive.
