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 closed higher: the gem index recovered 3000 points, and the wind power sector rose sharply
The three major A-share indexes collectively closed up today, with the Shanghai index rising 0.66% to close at 3455.67 points; The Shenzhen Component Index rose 0.70% to close at 13780.30 points; The gem index rose 0.99% to close at 3004.41 points, recovering the 3000 point mark. The market turnover continued to shrink, with only 794.2 billion yuan today. The industry sector rose more or fell less, the wind power equipment sector rose sharply, the engineering construction and securities sector led the rise, and the tourism hotel and medical service sector led the decline.
A shares are finally elated: V-type reversal! The new energy sector strengthened
Today’s A-shares, finally proud of themselves, staged a V-shaped reversal! After the opening on Wednesday, the three major indexes rose collectively. In the afternoon, the three major stock indexes once turned green collectively, and then rebounded again, showing a shrinking rebound trend throughout the day. The share price of Contemporary Amperex Technology Co.Limited(300750) also stood up and continued to rise near the end of the trading day, once rising more than 4%, driving the gem index to rise more than 1%.
The turnover of the two cities fell below 800 billion index and ushered in a restorative market
Indicators show that the market’s short-term emotional bidding is above the downturn area. Today, the intraday shock fell and closed above the freezing point. At present, it has been in this position for three consecutive trading days. In terms of individual stocks, Kingland Technology Co.Ltd(000711) , Shanghai New Centurion Network Information Technology Co.Ltd(605398) , Szzt Electronics Co.Ltd(002197) were all promoted to four companies. Among the other board stocks, Xiamen Anne Co.Ltd(002235) , Macrolink Culturaltainment Development Co.Ltd(000620) , wanlang magnetoplastic, Jilin University Zhengyuan Information Technologies Co.Ltd(003029) , Routon Electronic Co.Ltd(600355) all fell by the limit. On the whole, the momentum of the market to continue to fall in the short term is small, and the probability of short-term rebound repair is high.
Dragon and tiger list: 145 million rush to raise and adopt shares. Foreign capital net buys 1 share and institutions net buy 11 shares
On January 26, among the stocks on the list, the largest net inflow of funds was the adopted shares, which was 145 million yuan. According to the data, the stock was first listed within the day and rose 44.03% to the close. The turnover rate throughout the day was 71.25% and the turnover was 1.114 billion yuan. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 11 were net bought by the institution and Jiangsu Zhongtian Technology Co.Ltd(600522) was the most bought, with a total of 355 million yuan. In addition, 13 shares were sold by institutions, and Huabao Flavours & Fragrances Co.Ltd(300741) was sold the most, with a net sales of 74.7067 million yuan in three days.
Resumption of trading of 62 trading stocks: Andon Health Co.Ltd(002432) sharp decline Szzt Electronics Co.Ltd(002197) 4 board Beijing Cuiwei Tower Co.Ltd(603123) trading limit reverse package
Today (January 26), the three major indexes rebounded and went out of deep V on the time-sharing chart. The turnover of the two cities was 794.2 billion, a decrease of 142.6 billion compared with the previous trading day, falling below trillion for four consecutive trading days. On the disk, organic silicon, prefabricated construction, wind power, UHV, securities and other sectors led the rise, while data security, tourism, CRO, covid-19 treatment, digital currency and other sectors led the decline. A total of 62 shares rose by the daily limit today, an increase of 28 shares compared with the daily limit of 34 shares on the previous trading day. Among the 28 primary industries in Shenwan, power equipment and building decoration led the two cities.
Gem refers to the bottom recovery, Lily shares, Huitong group and other five shares hit a record high
On January 26, the Shanghai stock index closed at 3455.67 points, up 0.66%; Shenzhen composite index closed at 13780.30 points, up 0.70%; The gem index closed at 3004.41, up 0.99%. According to the data of China stock market news choice, the intraday share prices of two stocks hit an all-time high today, including Lily shares and Huitong group. Data show that today, the intraday share prices of 117 stocks hit a record low, including Thinker Agricultural Machinery Co.Ltd(603789) .
blockbuster news
The State Council printed and distributed the opinions on supporting Guizhou to blaze a new path in the western development in the new era
By 2025, significant progress will be made in the comprehensive reform of the western development, and the level of the open economy will be significantly improved; Consolidate and expand the achievements in poverty alleviation, and comprehensively promote rural revitalization; The formation of a modern industrial system was accelerated, and the growth rate of digital economy remained ahead; Rich achievements in the construction of ecological civilization and remarkable achievements in green transformation; The level of public services continued to improve, and the income of urban and rural residents increased steadily; Substantial progress has been made in preventing and resolving debt risks.
State Council: to play the advantage of Chishui River Basin Maotai Baijiu liquor origin and main producing area, build an important national Baijiu production base.
The State Council printed and distributed the opinions on supporting Guizhou to blaze a new path in the western development in the new era. It is mentioned that it supports the layout and construction of industrial backup bases such as key parts, key materials and key equipment. We should give full play to the advantages of Maotai Baijiu liquor origin and main producing areas in Chishui River Basin and build an important Baijiu production base in China. We will promote the development of the intensive processing industry of characteristic foods and traditional Chinese medicine, and support the inclusion of Guizhou Miao medicine and other national medicines that meet the requirements in the Pharmacopoeia of the people’s Republic of China.
The people’s Bank of China, the Ministry of public security and other 11 departments jointly launched a three-year action to crack down on money laundering crimes
At present, the situation of cracking down on money laundering crimes is still grim. The three-year action plan for combating money laundering crimes (2022-2024) requires all departments to improve their political position, further refine various work measures in combination with local realities and departmental functions, crack down on all kinds of money laundering crimes according to law, especially strengthen the punishment of money laundering crimes stipulated in Article 191 of the criminal law, and resolutely curb the spread of money laundering and related crimes.
Last year, the total profit of state-owned enterprises was 4516.48 billion yuan, an increase of 30.1% year-on-year
From January to December 2021, the main benefit indicators of national state-owned and state holding enterprises ① (hereinafter referred to as state-owned enterprises) maintained growth, and the state-owned economy operated steadily. From January to December, the total profit of state-owned enterprises was 4516.48 billion yuan, a year-on-year increase of 30.1% and an average increase of 12.1% in the two years. Central enterprises accounted for 2861 billion yuan, a year-on-year increase of 27.0% and an average increase of 12.4% in the two years.
Full of dry goods! The port new area bill (Draft) is coming! Domestic individuals still hope to invest abroad!
The general office of the Standing Committee of the Shanghai Municipal People’s Congress recently issued an announcement to solicit opinions from the public on the regulations on the New Lingang area of the China (Shanghai) pilot free trade zone (Draft) (Draft for comments). In the view of the industry, as a comprehensive local regulation on the development of the new port area, the formulation of the bill is of great significance for the new area to form an institutional open system with “five freedoms and one convenience” as the core, create a special economic functional area with more international market influence and competitiveness, and promote all-round and high-level opening-up.
Financial management department: Several AMCs are expected to help real estate enterprises resolve risks
On January 26, the first financial reporter learned that recently, the financial management department convened several national asset management companies (AMCs) to study the participation of asset management companies in asset disposal, project merger and purchase and related financial intermediary services of venture real estate enterprises in accordance with the principles of marketization and legalization.
Shenzhen relaxed market access in six areas! Study the establishment of data element exchange and promote the interconnection of insurance between Shenzhen, Hong Kong and Macao
On January 26, the national development and Reform Commission and the Ministry of Commerce issued the “opinions on some special measures for Shenzhen to relax market access in building a leading demonstration zone of socialism with Chinese characteristics”, which mainly covers six areas, including 24 specific measures. The six fields mainly include science and technology, finance, medical treatment, education and culture, transportation and other fields.
hot sector stocks
“Flag bearer” supports a shares! What targets can be laid out in the automobile and infrastructure sectors?
Founder Securities Co.Ltd(601901) said that tapping the “three low” blue chip investment opportunities of low, low and undervalued value will be where institutional funds look for the few investment “gold mines” in the first half of the bull market. From the opening characteristics and technical characteristics, the market is near the bottom low. In order to make both index and money in the future, taking the “three low” as the investment object is both offensive and defensive α Strategy is also available β Investment direction of space.
Guolian Securities Co.Ltd(601456) limit! What signal does the sudden violent rise of the securities sector release?
Shanxi Securities Co.Ltd(002500) pointed out that at the current time point, it is recommended to continue to pay attention to securities companies. First, the performance of listed securities companies was better than expected and maintained a relatively high growth rate. Since this year, the secondary market has been active in investment and trading, and the trillion transaction scale has become the norm. In addition, the scale of two financing has also remained high, which is good for brokerage business. Second, the policy orientation is good. The CSRC puts forward seven major tasks, including the reform of the main board registration system, the entry of long-term funds into the market, the supervision of overseas listing, and the legislation of futures and derivatives. The reform of various basic systems is deepened and the business environment is continuously improved. Third, loose liquidity further promoted trading activity, which was good for the brokerage sector as a whole.
Look for opportunities in the fall! Power, natural gas and agriculture have become “safe havens”?
Huaan Securities Co.Ltd(600909) pointed out that with the approaching of the new year, the market has gradually entered the holiday state, and the overall demand side has weakened. It is expected that the steel market may continue to fluctuate. With the steady growth of the foundation at the end of fiscal policy and the easing signal released by the central bank at the end of monetary policy, the industry demand is expected to increase, and the profits of steel mills are expected to be repaired. At present, the sector is at the undervalued level, which is a good opportunity for layout.
Eight major brokerage theme strategies: the wind blows to the value. Historical data tell you so! There is still room for “infrastructure chain + undervalued value”
Dongxing Securities Corporation Limited(601198) said that before the economy stabilizes, the market will always stand on the side of “stable growth”, and there is still room for the value sector (infrastructure chain + undervalued value). The three rounds of infrastructure construction bank in history show that the market of infrastructure chain will not end until the economy really bottoms out and picks up. Undervaluation repair starts when the differentiation between high and low valuations reaches the quantile line of 80%, and the market will end when it is generally reduced to 60%. The interest rate cut further catalyzes the undervalued market. At present, the degree of differentiation has been reduced to 70%, and the depression has not been filled up. Pay close attention to the pre holiday configuration window period, and the new and old infrastructure + undervalued value (“bank land insurance + coal”) still has configuration value.
selected announcements of listed companies
Wanhua Chemical Group Co.Ltd(600309) : increase MDI price in China
Wanhua Chemical Group Co.Ltd(600309) (600309) announced on January 26 that since February 2022, Wanhua Chemical Group Co.Ltd(600309) China’s aggregated MDI market has a listing price of 22800 yuan / ton (1300 yuan / ton higher than the price in January); The listing price of pure MDI is 23800 yuan / ton (1300 yuan / ton higher than the price in January).
Shanghai Junshi Biosciences Co.Ltd(688180) : cooperative development of oral anti covid-19 virus candidate new drug vv993
On January 26, Shanghai Junshi Biosciences Co.Ltd(688180) (1877. HK, 688180. SH) announced that the company had reached a cooperation with Suzhou Wangshan wangshui biomedical Co., Ltd. (Wangshan wangshui) to jointly undertake the delicious anti covid-19 virus candidate new drug vv993 targeting 3CL protease, in addition to Uzbekistan, Kyrgyzstan, Kazakhstan, Turkmenistan Research, production and commercialization in countries or regions outside Tajikistan (five Central Asian countries).
Hengli Petrochemical Co.Ltd(600346) : the subordinate company plans to invest 19.988 billion yuan in the construction of 1.6 million T / a high-performance resin and new material project
Hengli Petrochemical Co.Ltd(600346) (600346) announced on January 26 that the company’s subsidiary Hengli Petrochemical Co.Ltd(600346) (Dalian) new material technology Co., Ltd. plans to invest 19.988 billion yuan to build a 1.6 million T / a high-performance resin and new material project; It is planned to invest 4.001 billion yuan to build a high-performance polyester project with an annual output of 2.6 million tons.
Kuangda Technology Group Co.Ltd(002516) : the participating company plans to invest 5.5 billion yuan to build the filter chip R & D and production headquarters project
Kuangda Technology Group Co.Ltd(002516) (002516) it was announced on January 26 that core investment micro, an important joint-stock company of the company, and the Management Committee of Hefei high tech Industrial Development Zone signed the investment cooperation agreement for core investment micro filter chip R & D and production headquarters project on the same day. The agreement agreed that the total investment of the project was 5.5 billion yuan, which was implemented in two phases.
Jiangxi Chen Guang New Materials Co.Ltd(605399) : it is proposed to invest 3 billion yuan in the construction of silicon-based new materials and titanium and cobalt based new materials project
Jiangxi Chen Guang New Materials Co.Ltd(605399) (605399) announced on January 26 that the company plans to sign a contract with Hukou County People’s government to invest in the construction of “135000 tons of silicon-based new materials and 25000 tons of titanium and cobalt based new materials project”. The project covers an area of about 319 mu (subject to the actual measurement), and the total investment of the project is about 3 billion yuan. The construction period of the main works of the project is 24 months, and the production and offline time of the products is within 180 days after the completion and acceptance of the project.
Kweichow Moutai Co.Ltd(600519) : it is proposed to invest 4.11 billion yuan in the construction of phase I project of Maotai flavored wine Xishui tongminba in the 14th five year plan
Kweichow Moutai Co.Ltd(600519) (600519) announced on January 26 that the company decided to invest 4.11 billion yuan to implement the phase I construction project of Maotai flavored wine Xishui tongminba in the 14th five year plan, and the required funds shall be raised by the company itself. The construction site of the project is located in Tongmin Town, Xishui County, Guizhou Province. After the completion of the project, a series of liquor can be formed, with a liquor production capacity of about 12000 tons, a koji production capacity of about 29400 tons and a liquor storage capacity of about 36000 tons. The construction period is 24 months.
Hengdian Group Dmegc Magnetics Co.Ltd(002056) : it is proposed to invest in several projects such as 6gwh / a high-performance lithium battery project
Hengdian Group Dmegc Magnetics Co.Ltd(002056) (002056) announced on January 26 that the company plans to invest in a new high-performance lithium battery project with an annual output of 6gwh, with a total investment estimated at 1.833 billion yuan; It is proposed to invest in a new high-efficiency integrated inductor project, with a total investment estimated at 1.118 billion yuan; It is planned to invest in the soft ferrite project with an annual output of 15000 tons, and the total investment is estimated to be 513 million yuan. Jiangsu dongci New Energy Technology Co., Ltd., the holding subsidiary of the company, plans to invest in the project of high-efficiency components with an annual output of 2.5gw, with an estimated investment of 339 million yuan. In addition, the company plans to set up a subsidiary and invest in the permanent ferrite project with an annual output of 22000 tons, with an estimated total investment of 124 million yuan.
Org Technology Co.Ltd(002701) : signed a strategic cooperation agreement with China Sports Industry Group Co.Ltd(600158) to launch a series of sports drinks
Org Technology Co.Ltd(002701) (002701) announced on January 26 that the company and China Sports Industry Group Co.Ltd(600158) signed a strategic cooperation agreement. The two sides plan to cooperate in sports food and beverage products and launch sports beverage series products.
Yongxing Special Materials Technology Co.Ltd(002756) : signed a joint venture agreement with Contemporary Amperex Technology Co.Limited(300750)
According to the announcement of Yongxing Special Materials Technology Co.Ltd(002756) , the company and Contemporary Amperex Technology Co.Limited(300750) signed a joint venture agreement. The two sides will establish a joint venture according to the agreement, and invest in the construction of lithium carbonate project with the joint venture as the main body. The total investment amount of the project will not exceed 2.5 billion yuan, and it is planned to build a project with an annual output of 50000 tons of lithium carbonate; The first phase is to invest in the construction of a lithium carbonate production capacity project with an annual output of 30000 tons, with a total investment amount of no more than 1.5 billion yuan; After the first phase of the project is completed, the construction of surplus capacity will be started. In addition, the company and Contemporary Amperex Technology Co.Limited(300750) will also cooperate on the company’s lithium carbonate products.
Crown Advanced Material Co.Ltd(688560) : it is proposed to raise no more than 2 billion yuan for aluminum plastic film construction projects
Crown Advanced Material Co.Ltd(688560) (688560) announced on January 26 that the company plans to issue shares to specific objects to raise a total amount of no more than 2 billion yuan, which is intended to be used for the construction project of aluminum plastic film with an annual output of 200 million square meters of mingguan lithium film company, the construction project of aluminum plastic film with an annual output of 100 million square meters of mingguan lithium film company, the construction project of fluorine-free backplane with an annual output of 100 million square meters of Jiaming film company and supplement working capital.
