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 fell sharply: the gem index fell 3000 points, and more than 4400 stocks fell
The three major A-share indexes fell sharply today. The Shanghai index, Shenzhen Composite Index and gem index all fell by more than 2.5%, and the gem index fell below the integer mark of 3000 points. The market turnover reached 936.8 billion yuan, the industry sector showed a general downward trend, and the number of falling stocks exceeded 4400.
Prick your heart! With or without rising, A-Shares fell on the hot search! More than 4400 shares fell to a record. Why did they fall so sharply?
The A-share on the 25th is so heartbreaking! Last night, U.S. stocks fell sharply at 1000 points, and they can all come back. I didn't expect that today, A-Shares will only follow the decline rather than the rise! More than 4400 stocks fell and almost everyone ate noodles! The sharp drop in the peripheral capital market superimposed the pre holiday effect. After the three major A-share indexes opened low in the morning, they fluctuated all the way down. The Shanghai index fell 3500 points, a new low in five months, and the gem index fell below 3000 points, a new low since May last year.
4409 individual stocks float green, and A-Shares lose about 14500 per capita today! The reason for the crash has been found
Analysts believe that today's A-share decline continues to expand, which has nothing to do with the fundamentals. It is more the catharsis of the emotions affected by the external market, and provision is made for the possible sharp decline in the external market. After the irrational decline of a shares, the market is full of cheap chips, which is the time point of contrarian layout.
Dragon and tiger list: 151 million rush to raise Hybio Pharmaceutical Co.Ltd(300199) net purchase of 1 share by foreign capital and 16 shares by institutions
On January 25, Hybio Pharmaceutical Co.Ltd(300199) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 151 million yuan on the third day. Data show that the stock fell 17.95% during the day and 33.87% in the past three days. The top net inflow of funds was CICC Shanghai Branch, which bought 25.7684 million yuan on the third day. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 16 were net bought by the institution, Hybio Pharmaceutical Co.Ltd(300199) was the most bought, with a net purchase of 75.7703 million yuan in three days. In addition, 8 shares were net sold by institutions, and Bank of Lanzhou was the most sold, amounting to 54.2361 million yuan.
Resumption of trading of 34 trading stocks: Xiamen Anne Co.Ltd(002235) 5 board Andon Health Co.Ltd(002432) 6 days 4 limit Jc Finance & Tax Interconnect Holdings Ltd(002530) giant Yin reverse package
Today (January 25), the three major indexes fell by more than 2%. The turnover of the two cities was 936.8 billion, up from 72.6 billion on the previous trading day. On the disk, precious metals, hotels and restaurants, and airport shipping rose, with cloud games, digital currency, virtual digital people, media, coal, and Yuan universe leading the decline. A total of 34 shares rose today, down 33 shares from 67 shares in the previous trading day. Among the 28 primary industries in Shenwan, banks and household appliances had the smallest decline.
The three major stock indexes fell unilaterally throughout the day, and two stocks such as wanlang magnetic plastic and Huitong group reached a record high
On January 25, the Shanghai stock index closed at 3433.06 points, down 2.58%; Shenzhen composite index closed at 13683.89 points, down 2.83%; The gem index closed at 2974.96 points, down 2.67%. According to the data of China stock market news choice, the intraday share prices of two stocks hit an all-time high today, including wanlang magnetic plastic and Huitong group. According to the data, the intraday share prices of 97 stocks hit a record low today, including Xinjiang Daqo New Energy Co.Ltd(688303) .
blockbuster news
Xi Jinping : actively and orderly develop light energy, silicon energy, hydrogen energy and renewable energy
According to CCTV news, the Political Bureau of the CPC Central Committee held the 36th collective learning on the afternoon of January 24 to strive to achieve the goal of carbon peak and carbon neutralization. Xi Jinping pointed out that we should give more prominence to promoting the development of new and clean energy, and actively and orderly develop light energy, silicon energy, hydrogen energy and renewable energy. We should promote the deep integration of energy technology with modern information, new materials and advanced manufacturing technology, and explore new modes of energy production and consumption. We should accelerate the development of new energy sources such as wind energy, Cecep Solar Energy Co.Ltd(000591) , biomass energy, geothermal energy, marine energy and hydrogen energy with economies of scale, coordinate hydropower development and ecological protection, and actively develop nuclear power in a safe and orderly manner.
Li Keqiang: strengthen macro policies and insist on not engaging in "flood irrigation"
Li Keqiang said that focusing on the "six stabilities" and "six guarantees", we should strengthen macro policies, put steady growth in a more prominent position, insist on not engaging in "flood irrigation", pay attention to interval regulation and targeted regulation, support the relief development of market players and difficult industries and manufacturing innovation through tax reduction and fee reduction, boost market confidence, deepen reform and opening up and ensure the improvement of people's livelihood, Stabilize the macro-economic market and keep the economy running within a reasonable range.
CBRC: resolutely prevent the disorderly expansion of capital in the financial field and severely crack down on "unlicensed driving"
The 2022 CBRC working meeting was held by video on the afternoon of January 24. The meeting stressed the need to resolutely prevent the disorderly expansion of capital in the financial field and set up "traffic lights" for capital in the financial field. Adhere to the "two unwavering" and give full play to the positive role of capital in financial activities. Promote small and medium-sized banking and insurance institutions to supplement capital through multiple channels in accordance with the law.
The oral covid-19 antiviral drug independently developed in China is expected to enter clinical practice in the second half of the year
According to the global health drug research and development center, its own research and development of New Coronavirus 3CL protease as a target for pre clinical candidate specific drug molecule GDI-4405 to accelerate the study of a number of clinical trials and drug production, is expected to enter the clinical stage in the second half of 2022.
China Telecom Corporation Limited(601728) officially announced that 5g messages have entered the commercial stage, and the cost of sending a single message is 10 cents
On the afternoon of January 25, China Telecom Corporation Limited(601728) announced the official commercial use of 5g news at the 5g news commercial press conference. Tang Ke, deputy general manager of China Telecom Corporation Limited(601728) , said that 5g message, as an upgrade of traditional SMS, can become an important basic service for operators on 2B and 2C. 5g message is a new application launched by operators in the 5g era to replace the traditional short message function. The traditional SMS is gradually marginalized in the competition of social software.
Ministry of Finance: new and stronger combined tax and fee reduction measures will be implemented in 2022
Xu Hongcai, Vice Minister of finance, said at the press conference of the State Council Information Office held on the 25th that new and stronger combined tax and fee reduction measures will be implemented in 2022 according to the needs of market subjects. We will strengthen the retention, deduction and refund of value-added tax, improve the policy of adding and deducting R & D expenses, promote investment in equipment upgrading and technological transformation of manufacturing enterprises, and promote industrial transformation and upgrading. Continue to implement the tax reduction and fee reduction measures to support small and micro enterprises and individual industrial and commercial households that expire at the end of 2021, so as to further alleviate the operating pressure of small and micro enterprises.
Heavy! In 2021, China's fiscal revenue exceeded 20 trillion yuan
Xu Hongcai, Vice Minister of finance, said at the release of the state information office that the national general public budget revenue in 2021 was 20.25 trillion yuan, an increase of 10.7% over the previous year and 6.4% over 2019.
Both the central and local governments have certain excess income, which is mainly due to the restorative growth of the economy and the higher rise of the ex factory price of industrial production.
Shanghai released a three-year action plan to build an innovation highland for the network security industry, which will support key enterprises to layout around new fields such as meta universe
The action plan of Shanghai for building a new high in network security industry (2021-2023) was officially released. The action plan focuses on the three key tasks of "industry + supply", "industry + application" and "ecology + policy", and specifically promotes the implementation of 17 tasks. Support key enterprises to strengthen the R & D and industrialization of key technologies in new fields such as meta universe, biometric security and emerging communications, new architectures such as trusted computing, zero trust security and federal learning, new technologies such as artificial intelligence and quantum computing, as well as cryptography and information innovation.
hot sector stocks
Before the boom, expectations first! Airline stocks take off? Gold stocks are a "safe haven" in the crash?
Guosen Securities Co.Ltd(002736) said that the economy has not yet arrived, and the expectation is ahead. We believe 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.
Shanghai Huaming Intelligent Terminal Equipment Co.Ltd(300462) "20cm" limit! The concept of digital currency suffered a setback, but military stocks strengthened
Guotai Junan Securities Co.Ltd(601211) the research report pointed out that in the 14th five year plan, the construction of the national defense army adheres to war led construction, strengthens innovation driven, strengthens strategic management, and consolidates and develops military government military civilian unity. Based on past experience, it is expected that the 14th five year plan will be implemented step by step. The profit statement and cash flow statement of the sector may continue to improve in 2022, and the military industry may have significant comparative advantages.
The precious metal sector bucked the trend and strengthened! The "holiday effect" will advance the take-off of shipping, tourism and other targets
COFCO futures mentioned that at present, the mainstream market expects the Federal Reserve to raise interest rates 50pb in March and four times in the whole year. The US dollar index rose last week, but failed to fully recover the decline of the previous week. The US bond yield was under pressure of 1.8 and fell slightly. Gold and silver were not affected by both. They rose for the second consecutive week, boosted by inflation, the geopolitical crisis between Russia and Ukraine and the general rise of commodities.
Theme strategy of the eight major securities companies: the layout opportunity of the military industry after substantial adjustment is coming! What are the targets of being killed by mistake?
Dongguan Securities said that it is suggested to pay attention to the layout opportunities after the substantial adjustment of the industry and wait for the dawn. In the long run, geopolitical events are becoming more and more complicated, and the number of global military exercises is becoming more and more frequent. Only by improving our military strength can we better deal with the increasingly complex world situation; The new variant virus has increased global uncertainties. As a key counter cyclical sector, the military industry sector is less affected by global economic events, and the industry as a whole is improving with high certainty.
selected announcements of listed companies
Eastern Pioneer Driving School Co.Ltd(603377) : it is proposed to purchase VR vehicle driving simulator equipment and equipment related professional technical services
Eastern Pioneer Driving School Co.Ltd(603377) (603377) announced on January 25 that the company and its holding subsidiaries intend to purchase VR vehicle driving simulator equipment and equipment related professional technical services from Beijing Qianzhong phantom technology Co., Ltd. ("Qianzhong phantom") according to the actual business development needs of the company, with a transaction amount of no more than 110 million yuan. The market price of the product is 180000 yuan / set. According to the work license agreement signed by both parties, the company authorizes thousands of phantoms to use the copyright of the work of Eastern Pioneer Driving School Co.Ltd(603377) intelligent teaching instruction, and charges a license fee of 70000 yuan / set.
Zhejiang Zhongxin Fluoride Materials Co.Ltd(002915) : the subsidiary plans to invest 370 million yuan in the construction project of new electrolyte materials
Zhejiang Zhongxin Fluoride Materials Co.Ltd(002915) (002915) announced on January 25 that gaobao technology, a wholly-owned subsidiary of the company, plans to sign the investment contract with the Management Committee of Qingliu Economic Development Zone in the near future. Gaobao technology plans to invest in the construction project of new electrolyte materials with an annual output of 21000 tons in Qingliu, with a total investment of 370 million yuan, which will be completed and put into operation within 24 months. The company disclosed the performance forecast on the same day. In 2021, the company's pre profit was 170 million yuan – 175 million yuan, with a year-on-year increase of 43.57% - 47.79%.
Yonyou Network Technology Co.Ltd(600588) disclosure of fixed increase results: Gaoyi assets were allocated 400 million yuan
Yonyou Network Technology Co.Ltd(600588) (600588) disclosed the fixed increase results on January 25, and determined that the issue price was 31.95 yuan / share, the number of shares issued was 166 million, and the total amount of funds raised was 5.298 billion yuan. Among them, hhlr Management Co., Ltd. was allocated 1 billion yuan, e fund was allocated 253 million yuan, Gaoyi asset Xiaofeng No. 1 was allocated 200 million yuan, Gaoyi asset Xiaofeng No. 2 was allocated 200 million yuan, and Ge Weidong was allocated 200 million yuan.
Changgao Electric Group Co.Ltd(002452) : signed a strategic cooperation framework agreement with Guangdong electric power
Changgao Electric Group Co.Ltd(002452) (002452) announced on January 25 that the company signed the strategic cooperation framework agreement with Guangdong Electric Power Development Co., Ltd. on new energy cooperation, and the two sides will cooperate to develop wind power / photovoltaic / energy storage and other power generation projects in Hunan and Hubei provinces. In addition, the new product amorphous alloy oil immersed closed three-dimensional wound core transformer developed by the wholly-owned subsidiary Changgao Senyuan has passed the inspection and test of the national electrical product quality supervision and testing center of Suzhou Institute of electrical Sciences Co., Ltd., and obtained the type test report.
Zhejiang Hangke Technology Incorporated Company(688006) : won the bid Eve Energy Co.Ltd(300014) 497 million yuan lithium battery production equipment
Zhejiang Hangke Technology Incorporated Company(688006) (688006) announced on January 25 that the company recently received a fixed-point notice sent by Eve Energy Co.Ltd(300014) via email. The bid winning project is lithium battery production equipment, with a bid winning amount of 497 million yuan.
Jinyuan Ep Co.Ltd(000546) : it is proposed to repurchase shares with 40 million yuan to 50 million yuan
Jinyuan Ep Co.Ltd(000546) (000546) announced on January 25 that the company plans to buy back some social public shares of the company with its own funds for the implementation of employee stock ownership plan or equity incentive. The repurchase amount shall not be less than 40 million yuan and not more than 50 million yuan, and the repurchase price shall not exceed 20.84 yuan / share. In addition, the company plans to sell 100% equity of hujijinyuan. After this equity sale, the company will peel off the building materials business sector. In the future, the company will focus on the new energy materials industry and low-carbon environmental protection industry.
Zhejiang Dali Technology Co.Ltd(002214) : it is proposed to repurchase shares with 50 million yuan to 100 million yuan
Zhejiang Dali Technology Co.Ltd(002214) (002214) announced on January 25 that the company plans to use its own funds or self raised funds to repurchase some social public shares of the company in the form of centralized bidding transaction. The total amount of repurchase funds shall not be less than 50 million yuan, not more than 100 million yuan, and the repurchase price shall not exceed 25 yuan / share, which is used to implement equity incentive for the core backbone employees of the company. The company disclosed the performance forecast on the same day. It is estimated that the net profit attributable to the parent company in 2021 will be 170-218 million yuan, a year-on-year decrease of 44.16% - 56.46%.
Jianxi Lianchuang Opto-Electronic Science&Technology Co.Ltd(600363) : the controlling shareholder plans to increase its holding of shares by 20 million yuan to 100 million yuan
Jianxi Lianchuang Opto-Electronic Science&Technology Co.Ltd(600363) (600363) announced on January 25 that the controlling shareholder Electronics Group plans to increase its holding of shares by 20 million yuan to 100 million yuan. The share purchase price range is not set in this shareholding increase plan.
Svg Tech Group Co.Ltd(300331) : the national key projects in the field of naked eye 3D undertaken by the leader entered the start-up procedure
Svg Tech Group Co.Ltd(300331) (300331) announced on January 25 that the project of "ultra thin wide angle vector light field display technology and system" in the field of naked eye 3D, which is jointly participated by Suzhou University, Wuhan Huaxing Photoelectric Technology Co., Ltd. and other units as the leading undertaking unit of the project, has been approved, and the project assignment of national key R & D plan has been signed. Recently, the company received a notice from the Ministry of science and technology of the people's Republic of China that the project assignment has been signed and entered the start-up procedure.
Shenzhen Auto Electric Power Plant Co.Ltd(002227) : the DC guard power supply system for electric power has obtained the new product technical appraisal certificate
Shenzhen Auto Electric Power Plant Co.Ltd(002227) (002227) announced on January 25 that the company recently received the new product appraisal certificate issued by China Electric Power Enterprise Federation. The appraisal committee believes that the key technology of DC guard power supply system for power has reached the international leading level. Agree to pass the product technical appraisal and can be put into production. It is suggested to strengthen experience accumulation.
Bgi Genomics Co.Ltd(300676) : increase the repurchase amount to 260 million yuan - 520 million yuan
Bgi Genomics Co.Ltd(300676) (300676) announced on January 25 that the plan of repurchasing the company's shares by centralized bidding in 2021 was adjusted, and the total amount of funds to be repurchased was raised to no less than 260 million yuan and no more than 520 million yuan.
Xingyuan Environment Technology Co.Ltd(300266) : signed strategic cooperation agreement with Zhejiang Commercial Group and New Hope Liuhe Co.Ltd(000876) group
Xingyuan Environment Technology Co.Ltd(300266) (300266) announced on January 25 that recently, the company signed a strategic cooperation agreement with Zhejiang Commercial Group and New Hope Liuhe Co.Ltd(000876) group. All parties will strengthen cooperation in the field of comprehensive development and ecological and environmental protection of on road, off road and derivative areas, promote the "reduction, recycling and harmless" of organic waste, cooperate to cultivate new business of carbon neutralization service for transportation, explore new consumption and new retail trade cooperation, integrate the advantages of industrial layout, and jointly commit to the implementation of Rural Revitalization Strategy and industrial cooperation between the East and the West.
