Have a look before going to bed!Oriental wealthThe net sorted out heavy news in the evening, hot sector news and listingsCompany announcementAnd other information for investors’ reference.
The number of A stock market today
The three major A-share indexes closed Sanlianyang organic silicon concept stocks continued to rise sharply
The three major A-share indexes collectively closed up slightly today, and the daily K-line closed for three consecutive days. The turnover of the two cities reached 1.31 trillion yuan, and most of the industry sectors closed up. Silicone concept stocks continued to rise sharply, and the sector index soared by nearly 7% today. Northbound funds bought a net 3.419 billion yuan today.
What happened to the sudden crash of the 160 billion giants and the “20CM crit”?The parent company plummeted 21%, Lei Jun responded
The peak period disclosed in the interim report is not a surprise or thunder! On August 25, the share prices of two listed companies of the Jinshan Department collapsed.Listed in Hong KongKingsoft, Took the lead in diving and plunged more than 24% during the session, and then collapsed the A-share subsidiary with a market value of 100 billionKingsoft Office, The latter once dropped a limit of 20cm, and eventually closed down 17.73%. The direct cause of the above-mentioned two Jinshan stocks plummeted was that the interim report disclosed last night was less than expected.
The index has received three consecutive positives!Coal, organic silicon soared Industrial Securities allotment to collapse the brokerage sector
In terms of sectors, the market’s popular sectors are relatively scattered, and there is no obvious popular main line. Among them, siliconeLeading sector,aquaculture,Coal mining, Basic metals, scarce resources, winemaking sector,Solar energyThe increase is high. The military industry sector is divided,ShipbuildingThe sector rose sharply,AerospaceWeakened. The financial sector collectively weakened,Brokerage、Insurance、Bank,numbercurrencyAll closed in the green market. Domestic software, network security, smart wear, etc. fell.
Long and Tiger List: 240 million to grab a net purchase of 5 shares of Weishitong foreign investors net buy 16 shares
On August 25th, on the listLonghubangIn individual stocks, fundsNet inflowThe most isWestone, Is 240 million yuan. Data show that the stock rose 7.62% within the day, and has risen 27.56% in the past three days. Specifically,Shenzhen Stock ConnectOn the third day, the net purchase was 44,485,200 yuan. Institutions’ participation in the Dragon and Tiger List involves a total of 36 stocks, of which 16 shares have been net-buyed by institutions.WestoneIt was bought the most, with a net purchase of 306 million yuan in three days. The other 20 shares were net sold by institutions,Haitian PrecisionThe most sold was 200 million yuan.
Resumption of 110 daily limit stocks: PV daily limit tide East China CNC Jin 4 board
Today (August 25) the two cities continued to rebound, with a turnover of about 1.3 trillion yuan, breaking through one trillion yuan for the 26th consecutive trading day. On the disk, organic silicon, coal, and HIT batteries were among the top gainers, and Hongmeng Concept, securities, and digital currencies were among the top decliners. Today, there are a total of 110 stocks daily limit, an increase of 16 shares from the previous trading day’s 94-share daily limit. Among Shenwan’s 28 first-level industries, mining and electrical equipment led the two cities.
The Shanghai stock index oscillated up 0.74%, 73 stocks including Tongwei and Tianci Materials hit a record high
August 25,Shanghai IndexIt closed at 3,540.38 points, up 0.74%;Shenzhen Component IndexTo close at 14,697.50 points, up 0.23%;Growth Enterprise Market IndexIt closed at 3346.66 points, up 0.54%.Oriental wealthChoice dataShows that today, 73 stocks’ intraday stock prices hit a record high, includingTongwei shares、Godsend materialsWait.According to the data, today’s 7 stocks’ intraday stock prices hit record highs, includingKangtai MedicineWait.
Evening blockbuster news
Li Keqiang presided over an executive meeting of the State Council to deploy fiscal and tax support measures to comprehensively promote the development of the Yangtze River Economic Belt
Premier Li Keqiang of the State Council presided over an executive meeting of the State Council on August 25 to deploy fiscal and taxation support measures to comprehensively promote the development of the Yangtze River Economic Belt; reviewed and approved the “China Women’s Development Program (2021-2030)” and “China Children’s Development Program (2021-2030) )”. The two outlines are clear, improve the supporting measures for the three-child maternity policy, implement the maternity leave system and maternity allowances, explore the implementation of parental leave, rely on the community to develop inclusive childcare services, and promote the inclusion of care services for infants and children under 3 years old into the special personal income tax Additional deductions.
Han Zheng presided over a special meeting of the leading group to promote the comprehensive deepening of Hainan’s reform and opening up
Han Zheng emphasized that the construction of a free trade port with Chinese characteristics is a pioneering undertaking. It is necessary to fully implement the “Overall Plan for the Construction of Hainan Free Trade Port”, adhere to problem orientation, grasp the focus of work, and make solid progress. It is necessary to focus on the goal of launching the island-wide closure operation in due course by 2025, and actively and steadily advance the pilot work of “opening the first line and controlling the second line”.
Ministry of Industry and Information Technology: timely develop sodium-ion battery standards to coordinate and guide the high-quality development of the sodium-ion battery industry
Ministry of Industry and Information Technology: Our Ministry will organize relevant standard research institutions to carry out the formulation of sodium-ion battery standards in a timely manner, and provide support in the process of standard project establishment and standard approval. At the same time, in accordance with national policies and industry trends, combined with relevant standards to study the relevant standards and policies of the sodium-ion battery industry to guide the healthy and orderly development of the industry. Actively carry out the research and development of relevant standards in the battery field, promote the conversion of advanced technological innovation results into standards, and standardize and lead the high-quality development of the industry.
Beijing’s large-scale and large-scale promotion of principals and teachers in a six-year rotation, in principle, exchanges
In order to further implement the “double reduction”, improve the level of education balance among schools, academic areas, and regions, and expand the coverage of high-quality educational resources, on the 25th, at the press conference of the Beijing education “double reduction” work, the Beijing Municipal Party Committee Education Li Yi, deputy secretary of the Working Committee and spokesperson for the Municipal Education Commission, said that in the new semester, Beijing will promote a large proportion of cadres and teachers to exchange posts.
Ministry of Industry and Information Technology: Further strengthen scientific and technological support work such as the efficient development and comprehensive utilization of salt lake resources
Ministry of Industry and Information Technology: Our Ministry will continue to work with relevant departments to further strengthen the scientific and technological support work such as the efficient development and comprehensive utilization of salt lake resources, guide localities and enterprises to conduct relevant demonstrations of chlorine products, and carry out technical research on the production of magnesium metal by electrolysis of anhydrous magnesium chloride, and promote the solution of the troubled salt lake. Technical difficulties in resource development and utilization.
Li Yanhong’s proposal Ministry of Industry and Information Technology replied: Accelerate the development of my country’s intelligent networked automobile industry
In March of this year, members of the National Committee of the Chinese People’s Political Consultative Conference,BaiduChairman and CEO Robin Li submitted the “Regarding Accelerating the Popularization of Autonomous DrivingCommon peopleProposal for Greener and More Convenient Travel to Achieve Carbon Peak Target.” Recently, this proposal received a reply from the Ministry of Industry and Information Technology. The Ministry of Industry and Information Technology stated in the reply letter that it will strengthen departmental coordination, improve the policy environment, accelerate the development of my country’s intelligent networked automobile industry, and make positive contributions to achieving the goal of achieving carbon peaks.
Ministry of Industry and Information Technology: Will speed up the issuance of the “Fourteenth Five-Year” Big Data Industry Development Plan
The Ministry of Industry and Information Technology pointed out in the letter regarding the response to Proposal No. 3087 (Politics and Law No. 131) of the Fourth Meeting of the 13th National Committee of the Chinese People’s Political Consultative Conference that the Ministry of Industry and Information Technology will expedite the issuance of the “Fourteenth Five-Year Plan for Big Data Industry Development”, Plan interpretation and publicity work, and promote the establishment of basic systems and standards such as data resource property rights, transaction circulation, and data supervision.
National Development and Reform Commission: Resolutely win the “two high” projects that do not meet the requirements
According to the National Development and Reform Commission, in order to achieve the goal of peaking carbon by 2030 and carbon neutral by 2060 as scheduled, some non-compliant “high energy consumption” and “high emission” projects must be resolutely won. The relevant person in charge of the National Development and Reform Commission stated that it is necessary to resolutely curb the blind development of the “two highs” projects in an important position of energy conservation, as the top priority and top priority of carbon peaking and carbon neutrality, and resolutely win the inconsistency. The required “two highs” project.
deal!In the second half of the year, the reorganization and integration of central enterprises focus on these areas, and the two major clearing and retiring efforts will continue to increase
On August 25, the State-owned Assets Supervision and Administration Commission of the State Council held a central enterprise structure adjustment andReorganizationWork media briefing. The reporter learned from the meeting that in the next step, the State-owned Assets Supervision and Administration Commission of the State Council will vigorously promote reorganization in the fields of transmission and distribution equipment manufacturing, modern logistics, strategic resources, grain storage and processing, and offshore equipment, and form a new central enterprise group in due course to promote State-owned capital is concentrated in industries related to national economy and people’s livelihood, public services, emergency response capacity building, and public welfare, and forward-looking strategic emerging industries are concentrated.
TSMC wants to raise prices across the board
The global supply of foundry capacity is in short supply, coupled with the recent warming of the new crown epidemic, the shortage of the global semiconductor supply chain has intensified. On August 24, according to Taiwan’s “Business Times” report, supply chain rumors,TSMCLast week’s internal decision was made to increase the foundry quotations starting in the first quarter of 2022. Among them, the price of 7-nanometer to more advanced processes will be increased by 10%, and the mature process above 16-nanometer will be increased by 10-20%. .
Another blockbuster school district room is really cold?Beijing officially announced that there are more places in action
Promote the balance of educational resources, and Beijing has another heavy policy. Today (25th) morning, Beijing officially announced that the new semester will promote the rotation of cadres and teachers in a large area and a large proportion!It is understood that since April 30, the Politburo meeting of the Central Committee has rarely named school district houses and proposed to prevent speculation in the name of school district houses.House pricesince. Beijing, Guangzhou, Chongqing, Xiamen, Chengdu, Dalian, Xi’an and many other cities have all introduced measures to rectify the chaos in the housing market in school districts.
Hot sector stocks
The Chinese ship system broke out!Corun, Guangsheng Nonferrous Metals and other daily limit rare earth sectors also take off
Guojin SecuritiesSaid that rare earths have benefited from the continuous growth of demand for permanent magnet materials in the fields of new energy vehicles, wind power and inverter air conditioners in recent years. The superimposed supply side is limited by capacity indicators. The supply and demand structure is expected to continue to be optimized. The industry is ushering in the next wave of business cycles. To be reassessed. Industry leaders are expected to enjoy the transition from cyclical stocks to growth stocks. It is recommended to pay attention to the relevant targets of the upstream mineral resources of rare earths:Minmetals Rare Earth、Northern Rare Earth、Xiamen Tungsten IndustryEtc.; magnetic materials companies pay attentionNingbo Yunsheng、Jinli Permanent MagnetWait.
The resource feast for silicon metal has begun! Who will be the king?
Tianfeng SecuritiesIt was pointed out that due to adverse conditions such as high policy pressure, repeated epidemics, and extreme weather, the price of raw material silicon metal may continue to rise in the second half of the year, and the annual maintenance plan of some companies will be put on the agenda, which will also affect the advancement of new capacity; “Golden Nine Silver Ten” The sales peak season is coming soon, the demand is about to heat up, and the price of raw materials has not fallen, the price of organic silicon monomers will continue to rise, and the middle and lower reaches will also increase prices in order to balance production costs. Overall, the subsequent silicone market will continue Strong operation.
“Flying coals” continue to be staged! Silicones and rare earths have entered another wave of rising?
Essence Securities believes that the supply of coking coal continues to be tight, and prices are expected to continue to run strongly. According to the Coal Resources Network, the implementation of safety and environmental protection in various regions has not been relaxed, coal production is still at a low level, and the contradiction between supply and demand in the coking coal market still exists, supporting the high coal price operation. On the downstream side, coking steel companies are not diminished in their enthusiasm for starting operations. Raw coal stocks in the plants are many low levels, and the demand for raw coal is relatively strong. The supply of some high-quality resources is tight, and it is slightly difficult for coking companies to replenish the inventory. On the whole, it is expected that the domestic coking coal market will maintain a steady and strong operation in the short term.
The theme strategy of the eight major brokers: a pot of turbid wine for fun! Is the valuation of the liquor sector within a reasonable range?
Huafu Securities stated that although the current market has shown too pessimistic sentiments and doubts about the policy risks of the liquor industry, it is difficult to completely subside in the short term, but the current valuation of the liquor industry falls within a rare and reasonable range. We recommend that investors remain cautious. At the same time, we can choose the opportunity to deploy the stable and far-reaching high-end Baijiu Mao, Wu, Lu, and Yanghe,Shanxi FenjiuIt is recommended to pay attention to the effect of rising volume and price after the structural adjustment of high-end liquor products.
Shanghai Nogen: 1.213 billion yuan invested in the construction of photovoltaic power stations
Shanghai Nogen(600508) On the evening of August 25, it announced that it would invest in the construction of a new energy demonstration base project (the first phase of the project), that is, invest in the construction of 261.73MW photovoltaic power stations, with a total investment of 1.213 billion yuan.
Yonghe shares: The planned total investment of the fluorine chemical base project is expected to be 18 billion yuan
Yonghe sharesOn the evening of August 25, the company announced that the company intends to lead and join hands with related upstream and downstream enterprises to jointly invest in the construction of the “Baotou Damao Barun Industrial Park Fluorochemical Base” project with related upstream and downstream enterprises. The agreement is expected to have a total investment of 18 billion yuan, which will be reached through multi-party cooperation and implementation in phases.Yonghe sharesToday’s daily limit.
Quanfeng Automobile: Obtained a fixed-point estimated amount of 1.2 billion yuan for the transmission housing component project
Quanfeng Automobile (603982) announced on the evening of August 25 that it has recently received a notification of the honeycomb transmission project, and the honeycomb transmission intends to purchase transmission housing components from the company for the terminal assembly of a new hybrid lemon platform. The estimated amount of the project is 1.2 billion yuan, which is subject to the actual order amount. The estimated project implementation cycle is 5 years.
Kingway: Trial run of vitamin A oil and vitamin D3 oil projects
Kingway(002626) Announcement on the evening of August 25, a wholly-owned subsidiaryKingwayThe “800 tons of vitamin A oil and 200 tons of vitamin D3 oil” invested and constructed by Vitamins with its own funds have been completed recently and completed the inspection. The new plant has entered the trial production stage, and the old plant will be relocated in due course according to the trial conditions. , The total investment of the project is estimated to be about 494 million yuan.
Longli Technology: It is planned to raise funds not to exceed 1.02 billion yuan for the intelligent manufacturing base project of medium and large-size Mini-LED display modules, etc.
Longli Technology(300752) The semi-annual report will be disclosed on the evening of August 25, and the company will realize the semi-annual report in 2021.Operating incomeIt was 919 million yuan, a year-on-year decline of 9.36%; a loss of 88,883,500 yuan, a profit of 32,881,100 yuan in the same period last year; basic earnings per share-0.46 yuan. In addition, the company plans to issue stocks to specific targets to raise a total of no more than 1.02 billion yuan. After deducting the issuance costs, it plans to invest in the project of the intelligent manufacturing base of medium and large-size Mini-LED display modules and supplement working capital.
Dongzhu Ecological: Joint pre-winning bid for the Yizhou District Old Town Project
Dongzhu Ecological(603359) An announcement on the evening of August 25th, the company’s consortium (the company is the leader) pre-won the bid for the main road repair and upgrade (Phase I) project in the old city of Yizhou District, Hechi City. The project design, procurement, construction (EPC) general contract ,contractThe valuation is 153 million yuan, and the bid price is 146 million yuan.
Hanbell Precision Machinery: Subsidiary signs 230 million yuan sales contract
Hanbell Precision Machinery(002158) It was announced on August 25th that Shanghai Kemao Machinery Co., Ltd., a wholly-owned subsidiary of the company, and Wanjiang New Energy Group Co., Ltd. signed the “Annual Procurement Contract for Screw-type Low-circular Temperature Air Source Heating Units.” According to the contract, Wanjiang New Energy purchased screw-type low-ring temperature air source heating units from Shanghai Kemao for a total contract value of approximately RMB 230 million (tax included).
Feilong shares: Received Geely Luoyou’s fixed-point sales revenue of 270 million yuan
Feilong shares(002536) In the evening of August 25, the company announced today that the company received the “Letter of Intent for New Products” from Geely Luoyou, and the company became a designated supplier of thermal management products for a certain project of Geely Luoyou. The planned mass production time of the project will start in 2023, and the estimated sales revenue will be 270 million yuan.
Hanchuan Intelligent: Intend to launch new business of auto parts wiring harness products
Hanchuan Intelligent(688022) announced on the evening of August 25 that the company intends to develop new business for automotive parts wiring harness products. The company now intends to jointly invest 45 million yuan in the establishment of Suzhou Borui Automobile Electric Co., Ltd. with related parties, Cai Changwei and Zhou Wei, of which 24.75 million yuan will be invested by the company with its own funds, accounting for 55% of Borui Automobile’s registered capital.
A-share market outlook
Institutional Market: Resource stocks surged to help the Shanghai Index break through. Who is the next hot spot for speculation?
The market began to break through, with a certain degree of confidenceGo to the meetingContinue to boost, but at this time, if we only rely on the second wave of high-level stocks to promote the inevitable space, so when the market pays attention to growth, we must also choose the opportunity to turn our attention to low-level high-quality targets. It may be that the blue chip is still not a good opportunity to get on the car, but the change may happen at any time.
Yuanda: Shanghai stock index rebounds in three consecutive positives, pay attention to pressure near 3550
The market as a whole is still in a large volatile structure. It is cautious and optimistic about the strength of the market’s rebound. It continues to control the overall position in operation and must not blindly chase high. In terms of operating strategy, following the industrial master machine, the next round of market hype is expected to switch to Industry 4.0 and smart machines. Therefore, high-end equipment manufacturing and the four core tracks of lithium-ion photovoltaic military semiconductor chips can still continue to focus on, and at the same time, upstream resource stocks that have fully benefited can also actively participate in the allocation.
With the disclosure of the interim report entering the final stage, the market expects the peak of profit growth to increase. There is a high probability that the market outlook will continue to maintain the rotating rhythm of the sector, but the rotating sector may change. It is recommended to lighten the index and heavy stocks.In the long run, the overall valuation of A-shares is still at a low level, the technology industry continues to maintain a high growth rate, and consumptionthemeOr there is room for warming up.
Jufeng Investment Adviser: The interim report is coming to an end. Beware of rising and falling at the end of the month!
On the whole, we must beware of the rise and fall of the mid-term report near the end of the market. At the same time, we must also pay attention to new policy directions and changes in liquidity. Before policy expectations have not changed, the market is still structural. At present, even if there is a chance, it is recommended that the stage of individual stock game be the mainstay. In terms of overall positions, it is recommended to wait and see and wait patiently for the establishment of a new market direction.
Bairuiying: Market Sanlianyang short-term pressure and focus on the choice of direction
Technically, as soon as the Shanghai stock index came out today, the index successfully approached the dense resonance line of small highs in the early period. Therefore, it will be blocked at the technical level near 3550 in the short term, and there is a possibility of being blocked and falling back. However, if the funds underneath are strong, there will be continued impact after stepping back.
(Article Source:Oriental wealthResearch center)