Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors’ reference.
The contraction of Shanghai Stock Index fluctuated, the new energy track rose sharply, and the covid-19 drug concept fell sharply
The trend of the three major A-share indexes was divided today, and the Shanghai index closed up slightly by 0.04% to close at 3524.11 points; The Shenzhen Component Index rose 0.37% to close at 14081.80; The gem index rose 0.72% to close at 3056.43. The market turnover continued to shrink, with only 864.2 billion yuan today. Industry sectors rose less and fell more, lithium, photovoltaic, wind power and other new energy track stocks rose sharply, and covid-19 drug concept stocks fell sharply.
Track stocks counter attack! Lithium battery stocks raised the limit tide, and A-Shares continued to adjust during the year. Can the main line of new energy return?
Since the beginning of the year, A-Shares have continued to fall into adjustment, and new energy tracks represented by lithium batteries have stalled. As of today’s (January 24), the lithium battery sector index has fallen nearly 8.4% in the year. Among individual stocks, Yanan Bicon Pharmaceutical Listed Company(002411) has fallen nearly 34.7% this year, Zhejiang Yongtai Technology Co .Ltd(002326) , Miracle Automation Engineering Co.Ltd(002009) , Sinomach General Machinery Science & Technology Co.Ltd(600444) , Veken Technology Co.Ltd(600152) , Shenzhen Center Power Tech.Co.Ltd(002733) , Keda Industrial Group Co.Ltd(600499) , Zangger mining and other more than ten shares have fallen more than 20%.
The new energy sector led the rise, and the contraction of A-Shares in Shanghai and Shenzhen became popular as a “hot track” or led the restorative rebound
For the short-term market, insiders believe that despite the sharp decline of US stocks on Friday, A-Shares have strong toughness on Monday. However, with the approaching of the long Spring Festival holiday, the market trading tends to be light, and the turnover of the two cities has decreased significantly. Investors should continue to avoid the risk of high-level theme stocks in operation. The rebound of the new energy sector represented by lithium batteries is mainly due to their large recent adjustment and a restorative rebound in share prices.
Dragon and tiger list: 242 million rush to raise Ganfeng Lithium Co.Ltd(002460) foreign capital net bought 4 shares, and institutions net bought 14 shares
On January 24, Ganfeng Lithium Co.Ltd(002460) , with a net capital inflow of 242 million yuan, was the largest among the dragon and tiger stocks on the list. The data showed that the stock closed within the daily limit, with a turnover rate of 5.64% and a turnover of 6.335 billion yuan. The top net inflow of funds was Guotai Junan Securities Co.Ltd(601211) Shanghai Branch, which bought 132 million yuan. A total of 33 stocks were involved in the institutional participation in the dragon and tiger list, of which 14 were net bought by the institution, and Jc Finance & Tax Interconnect Holdings Ltd(002530) was the most bought, amounting to 219 million yuan. In addition, 19 shares were net sold by institutions, Zhewen Interactive Group Co.Ltd(600986) was the most sold, with a net sales of 139 million yuan in the three days.
Resumption of trading 67 daily limit shares: Changchun High And New Technology Industries (Group) Inc(000661) prying board Szzt Electronics Co.Ltd(002197) 2 board Jc Finance & Tax Interconnect Holdings Ltd(002530) broken board
Today (January 24), the three major indexes rebounded from shock, with a turnover of 864.2 billion in the two cities, a contraction of 120.3 billion compared with the previous trading day, falling below trillion for two consecutive trading days. On the disk, salt lake lithium, digital currency, smart government, small metals, tourism and other sectors rose at the forefront. Covid-19 treatment, tobacco, covid-19 detection, aquaculture and other sectors led the decline. Today, a total of 67 shares rose by the daily limit, an increase of 6 shares over the previous trading day’s 61 shares. Among the 28 first tier industries in Shenwan, power equipment and non-ferrous metals led the two cities.
The trading volume of the two cities shrank sharply Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) and one share hit a record high
On January 24, the Shanghai stock index closed at 3524.11 points, up 0.04%; Shenzhen composite index closed at 14081.80 points, up 0.37%; The gem index closed at 3056.43, up 0.72%. According to the data of China stock market news choice, the intraday share price of one stock hit an all-time high today, including Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) .
blockbuster news
State Council: by 2025, the sales volume of new energy vehicles will reach about 20% of the total sales volume of new vehicles
The State Council issued the comprehensive work plan for energy conservation and emission reduction in the 14th five year plan. The plan proposes to increase the proportion of new energy vehicles used by urban public transport, leasing, logistics, sanitation and cleaning vehicles. By 2025, the sales volume of new energy vehicles will reach about 20% of the total sales volume of new vehicles, and the proportion of railway and waterway freight will further increase.
Ministry of housing and urban rural development: support Shanghai, Wuxi, Wuhan, Changsha and other cities to promote the collaborative development and technological innovation of intelligent networked vehicles
According to the website of the Ministry of housing and urban rural development, the Ministry recently issued the action plan for promoting the development of urban and rural construction in the Yangtze River economic belt during the 14th five year plan. The plan proposes to promote the coordinated development of smart city infrastructure and intelligent Internet connected vehicles. Support Shanghai, Wuxi, Wuhan, Changsha and other cities to promote the coordinated development and technological innovation of smart city infrastructure and intelligent connected vehicles, explore the construction of integrated perception system of urban roads, buildings and public facilities, aggregate various urban data such as intelligent connected vehicles, intelligent roads and urban buildings, and create a “car city network” platform supporting multiple applications.
The United States suspended 44 American flights to China by Air China. China responded: overbearing, rude and extremely irresponsible
Zhao Lijian first said that the United States, for its own sake, sought exceptions and special treatment, unreasonably cancelled flights of Chinese airlines, interfered with the normal operation of Chinese airlines, and ignored the life, health and safety of Chinese and foreign passengers. This kind of behavior is overbearing, rude and irresponsible.
The Ministry of Finance and the Ministry of transport adjusted the oil price subsidy policies for rural passenger transport and taxis
The new round of oil price subsidy policy for rural passenger transport and taxi highlights “four invariants”, that is, the nature of subsidy fund transfer payment remains unchanged, it will continue to be issued through general transfer payment, and the local government will make an overall plan to support the development of rural passenger transport and taxi industry; The total amount of subsidies remains unchanged; The subsidy base of fee to tax shall remain unchanged and be distributed to all provinces according to the current base; A five-year policy cycle remains unchanged. The only change is to make appropriate adjustments to the price increase subsidies, mainly to fine tune the amount of subsidies in each province according to the rural passenger transport operation and the promotion of vehicle electrification in the field of public services.
Eighty percent of the provinces lowered their economic growth targets: major points in the work reports of provincial and municipal governments in 2022
In terms of the completion of provincial targets in 2021, 23 of the 29 provinces have achieved the GDP growth target, which is much better than that in previous years. In the past, the number of provinces that failed to meet the regional economic growth target is not small. From a national perspective, there are few years when the economic growth rate does not meet the standard. From the perspective of the economic growth targets of all provinces in 2022, 24 of the 29 provinces have lowered their economic growth targets, accounting for more than 80%. The degree of target reduction is comparable to that in 2015, which can be seen from the pressure faced by the economy.
Evergrande group issued a statement on matters related to overseas foreign debt
The group is working with relevant consulting institutions to continue communication and dialogue with overseas creditors with a positive attitude. At present, the group has made it clear to overseas creditors that the board of directors, the risk resolution Committee and the group are sparing no effort to evaluate the operation, stabilize production and operation, ensure capital turnover, and pool the efforts of all parties to jointly formulate a comprehensive, detailed and effective debt restructuring plan to protect the legitimate rights of all parties.
The Yangtze River Delta (Shanghai, Zhejiang and Anhui) alliance region’s centralized drug procurement with volume is coming
Shanghai Sunshine pharmaceutical procurement network released the document of centralized drug procurement in the Yangtze River Delta (Shanghai, Zhejiang and Anhui) alliance, and Shanghai, Zhejiang and Anhui reached an agreement to officially carry out centralized drug procurement in the Yangtze River Delta (Shanghai, Zhejiang and Anhui) alliance. According to the content of the document, a total of 47 varieties participated in the centralized procurement of the alliance, including oral regular release dosage forms, injections, tablets, granules, etc.
hot sector stocks
Favorable policies come out frequently! Byd Company Limited(002594) join the price increase camp. Is the concept of new energy vehicles taking off?
Dongguan Securities said that from the perspective of the general trend, the chip supply continues to improve, the overall auto market is expected to achieve steady growth in 2022, the trend of replenishing inventory will continue, and the demand of parts and components will continue to repair. This week, favorable policies for new energy vehicles appeared frequently. The national development and Reform Commission and other departments issued the implementation plan for promoting green consumption and the implementation opinions on further improving the service guarantee capacity of electric vehicle charging infrastructure to continue to encourage and support the development of new energy vehicles. The new energy vehicle market is expected to maintain a high growth momentum in 2022, and the fuel cell vehicle industry is expected to accelerate its development.
Market warming institutions frequently “step on the spot”! Bank stocks are really good in 2022?
Citic Securities Company Limited(600030) said that in the next stage, the central bank is expected to continue to launch total and structural monetary instruments to further promote the stable growth of total credit and boost economic expectations. Since 2022, the prosperity and stock price performance of the banking sector have significantly improved. It is suggested to pay attention to the allocation value.
The scale of power exchange market is at the level of 100 billion! Industry leaders take the lead in joining the industry chain. What are the targets?
Sealand Securities Co.Ltd(000750) said that the correction of green power sector in the beginning of the year was mainly due to short-term emotional impact, and the long-term opportunities of green power under the main line of carbon neutralization remained unchanged. Previously, the policy set the tone of steady growth, causing the market to worry about the policy shift. In fact, the continuous promotion of scenery investment is in line with the tone of steady growth, and the installed capacity of coal-fired power will also ensure the consumption of green power. In 2022, the floating range of electricity price will be increased to 20% and under the tight balance pattern of power supply, the electricity price center is expected to move up in 2022, the profit of thermal power will be repaired, and the green power transaction premium will rise.
Eight major brokerage theme strategies: “Li” Uncle sends red envelopes before the festival! Will the metal raw material industry usher in a new round of market?
Cinda Securities said that in the context of the “double carbon” goal, it attaches importance to the historic investment opportunities of new energy and new materials, and focuses on new energy metals with strong demand and weak supply pattern (lithium cobalt nickel rare earth) and new metal materials benefiting from industrial upgrading and domestic substitution. Lithium suggests paying attention to Tianqi Lithium Corporation(002466) , Ganfeng Lithium Co.Ltd(002460) , Yongxing Special Materials Technology Co.Ltd(002756) , Chengxin Lithium Group Co.Ltd(002240) , etc; It is suggested to pay attention to Guangdong Haomei New Materials Co.Ltd(002988) , Henan Liliang Diamond Co.Ltd(301071) , Guangdong Hoshion Aluminium Co.Ltd(002824) , Jiangsu Pacific Quartz Co.Ltd(603688) , Ningbo Boway Alloy Material Co.Ltd(601137) , Anhui Truchum Advanced Materials And Technology Co.Ltd(002171) for new materials.
selected announcements of listed companies
Zhejiang Asia-Pacific Mechanical & Electronic Co.Ltd(002284) : received the fixed-point notice
Zhejiang Asia-Pacific Mechanical & Electronic Co.Ltd(002284) (002284) announced on January 24 that the company recently received a fixed-point notice from an independent brand main engine factory in China. The company will develop and produce the front disc brake with steering knuckle assembly and rear drum brake assembly of a new energy vehicle as a customer’s parts development and production supplier.
Camel Group Co.Ltd(601311) : received the fixed point letter of German BMW 12V auxiliary lithium battery system project
Camel Group Co.Ltd(601311) (601311) on January 24, it was announced that the wholly-owned subsidiary camel group battery sales Co., Ltd. (“battery sales company”) recently received a fixed-point letter for the 12V auxiliary lithium battery system project of BMW Group (hereinafter referred to as “BMW Germany”), and the battery sales company will become the supplier of its 12V auxiliary lithium battery power supply system. According to the customer’s plan, the project cycle is 7 years, and it is expected to achieve mass production in 2025. It is estimated that 3.4-4.7 million sets of 12V auxiliary lithium battery power supply systems will be sold in the whole life cycle.
Hainan Poly Pharm.Co.Ltd(300630) : the 2021 project of the national key R & D plan nano frontier key project
Hainan Poly Pharm.Co.Ltd(300630) (300630) announced on January 24 that the company recently received the notice on printing and distributing the 2021 project initiation of national key research and development plan nano frontier key special projects issued by the high tech research and development center of the Ministry of science and technology. The project approved for this Hainan Poly Pharm.Co.Ltd(300630) is led by the national nano science center, The Institute of viral disease prevention and control of China Center for Disease Control and prevention, Beijing University of technology and Hebei University jointly implemented and jointly applied with Hainan Poly Pharm.Co.Ltd(300630) . The project has been completed.
Hunan Zhongke Electric Co.Ltd(300035) : it is proposed to invest in the project of 100000 tons of negative electrode material powder production base
Hunan Zhongke Electric Co.Ltd(300035) (300035) announced on January 24 that the company plans to invest 60 million yuan to Anhui Haida new materials Co., Ltd. through the company’s holding subsidiary to hold 60% of its equity. At the same time, it will sign an investment cooperation agreement with Haida new materials and Wangjiang economic development zone. Haida new materials plans to invest 510 million yuan to build a “100000 ton annual negative electrode material powder production base project” in Wangjiang economic development zone, Build the company into a raw material supply, production and processing base of negative electrode materials.
Xiangtan Electric Manufacturing Co.Ltd(600416) : it is proposed to raise no more than 3 billion yuan for the development of vehicle mounted special launch equipment system and other projects
Xiangtan Electric Manufacturing Co.Ltd(600416) (600416) announced on January 24 that it is planned to raise no more than 3 billion yuan for the serial development and industrialization of vehicle mounted special launch equipment system, the serial development and industrialization of rail transit efficient traction system and energy-saving equipment, the acquisition of 29.98% shares of Xiangdian power and the supplement of working capital.
Xinjiang Daqo New Energy Co.Ltd(688303) : it is proposed to raise no more than 11 billion yuan
Xinjiang Daqo New Energy Co.Ltd(688303) (688303) announced on January 24 that it is planned to raise no more than 11 billion yuan for the project of high-purity silicon-based materials with an annual output of 100000 tons and supplement working capital; It is estimated that the net profit in 2021 will be 5.6-5.8 billion yuan, with a year-on-year increase of 436.69% – 455.86%. The market price of polysilicon continues to rise. The company maintains full capacity production and sales volume, which has increased compared with the same period last year.
Citic Heavy Industries Co.Ltd(601608) : won the bid for the 854 million yuan offshore wind power project
Citic Heavy Industries Co.Ltd(601608) (601608) announced on January 24 that the company was the bid winner of “fabrication of jacket foundation and foundation steel pipe pile of Mingyang Yangjiang Qingzhou four seas wind power project”, with a bid winning amount of 854 million yuan.
Palm Eco-Town Development Co.Ltd(002431) : won the bid for the 545 million yuan comprehensive renovation PPP project
Palm Eco-Town Development Co.Ltd(002431) (002431) announced on January 24 that the company recently received the letter of acceptance of the “PPP project for comprehensive improvement of ecological environment in Panhe urban section of Sheqi county”. The estimated total investment of the project is 545 million yuan, accounting for 11.31% of the company’s audited operating revenue in 2020.
Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) : it is proposed to repurchase shares with RMB 25 million-50 million
Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) (601218) announced on January 24 that it is planned to buy back shares at a price of 25-50 million yuan, with a repurchase price of no more than 8.94 yuan / share. The repurchased shares are intended to be used for the subsequent implementation of equity incentive or employee stock ownership plan.
Ningbo Huaxiang Electronic Co.Ltd(002048) : it is proposed to repurchase shares with 210 million yuan to 215 million yuan
Ningbo Huaxiang Electronic Co.Ltd(002048) (002048) announced on January 24 that the company plans to use its own funds to buy back the company’s shares in the form of centralized competitive trading as an employee stock ownership plan or equity incentive. The total repurchase fund is no less than 210 million yuan and no more than 215 million yuan; The price of repurchased shares shall not exceed 34.01 yuan / share.
Arts Group Co.Ltd(603017) : it is proposed to repurchase shares with 20 million yuan to 40 million yuan
Arts Group Co.Ltd(603017) (603017) announced on January 24 that the company plans to repurchase shares for equity incentive or employee stock ownership plan. The price of the shares to be repurchased shall not exceed 12 yuan / share, and the total repurchase funds shall not be less than 20 million yuan and not more than 40 million yuan.
Jiangsu Zhongsheng Gaoke Environmental Co.Ltd(002778) : the directors intend to increase their holdings of shares of the company by no less than 30 million yuan
Jiangsu Zhongsheng Gaoke Environmental Co.Ltd(002778) (002778) announced on January 24 that Xu Chundong, the director of the company, plans to increase his holding of the company’s shares by means of centralized bidding trading within four months from the date of the plan announcement, and the amount of the proposed increase shall not be less than 30 million yuan.
Shenzhen Deren Electronic Co.Ltd(002055) : the subsidiary obtained the fixed-point notice of Chinese automobile customer development
Shenzhen Deren Electronic Co.Ltd(002055) (002055) announced on January 24 that the company recently received a notice from its holding subsidiary Meida electric appliance that Meida electric appliance has reached a cooperation with a mainstream automobile company in China to become a supplier of its new energy vehicle platform model “ODP integrated on-board power management module”. The life cycle of the project is 6 years, and the total amount of the life cycle is expected to be about 1 billion yuan.
beiteri: it is proposed to invest in the integrated base project of 200000 tons / year lithium battery cathode materials
Beiteri (835185) announced on January 24 that the company plans to sign the cooperation agreement on the integrated base project of lithium battery cathode materials with an annual output of 200000 tons with the people’s Government of Dali Bai Autonomous Prefecture and the people’s Government of Xiangyun County, and plans to invest in the “integrated base project of lithium battery cathode materials with an annual output of 200000 tons” in the economic and Technological Development Zone of Xiangyun County, Dali Prefecture, The project is planned to be constructed in three phases, with an estimated investment of 2.392 billion yuan in phase I.
Gree Electric Appliances Inc.Of Zhuhai(000651) : the total annual cumulative cash dividends of the company from 2022 to 2024 shall not be less than 50% of the net profit of the current year
Gree Electric Appliances Inc.Of Zhuhai(000651) (000651) disclosed the shareholder return plan for the next three years (2022-2024) on January 24: the company will make profit distribution twice a year from 2022 to 2024, namely annual profit distribution and medium-term profit distribution. On the premise that the company’s cash flow meets the company’s normal operation and long-term development, the total annual cumulative cash dividends of the company from 2022 to 2024 shall not be less than 50% of the net profit of the year.
