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 indices fluctuated and arranged: the insurance sector rose sharply, and the net purchases of northbound funds exceeded 10 billion
October 21,Shanghai IndexIn the early trading, it rose strongly and recovered 3,600 points in the intraday trading. It fell back to green in the afternoon and rose again near the end of the trading session; Shenzhen Component Index,Growth Enterprise Market IndexIn the early trading, it rushed up and fell, and in the afternoon, the weak position fluctuated within a narrow range; the two cities mostly fell, with the semiconductor and power sectors leading the decline. The coal sector, which fell sharply yesterday, rebounded strongly.insurance、Bank, Wine making, and real estate sectors collectively rose; the turnover of the two cities was less than one trillion, and the northward capitalNet inflowOver 10 billion yuan.
Foreign capital is rushing to raise more than 10 billion yuan! “Kunkun” shot a strong rise in big finance!
Zhang Kun et alfundAs soon as the move, the big financial industry rose sharply across the board.Ping An of ChinaRarely rose more than 6%.Brokerage、BankThe financial weight sector rose, and the coal sector rebounded sharply.Jizhong Energy、Anyuan CoalWait for the daily limit of many shares,Huaibei Mining、Open-pit coal industryWait for the counterattack! 150 billion leadingPoly DevelopmentSoared by 5%,Jinbin Development、Beijing Investment DevelopmentDaily limit.
The big financial power bank and insurance are very popular!The coal industry counterattacked soaring futures but the limit fell
With more than 3,000 stocks falling, the index is still relatively stable, which may indicate that heavyweights have performed relatively well.It’s worth mentioning that todayBank、insuranceThe individual stocks in the sector have achieved full gains, and the sector contains a number of companies with a market capitalization of trillions.Coal industryAfter a low opening, it fluctuated and rose. The increase once exceeded 5% in the early afternoon. The sector peaked and pulled back in the afternoon.Coal industryUp 3.01%,Anyuan Coal、Shanghai Nogen、Jizhong EnergyDaily limit.
Dragon and Tiger List: 310 million to raise Phoenix Optical’s foreign investment to buy 5 shares net and institutions buy 16 shares net
October 21st, on the listLonghubangAmong individual stocks, the largest net inflow of funds isPhoenix Optics, A net inflow of 309 million yuan on the 3rd. Data show that the stock continues to daily limit, has recorded 11 consecutive boards. Specifically, Huaxin Suzhou Zongguantang Road bought 196 million yuan on the 3rd. Institutions’ participation in the Dragon and Tiger List involves a total of 33 stocks, of which 16 shares have been net-buyed by institutions.Changshu BankThe most bought was 201 million yuan. The other 17 shares were net sold by institutions,Star SemiconductorThe most sold was 291 million yuan.
52 daily limit stocks in the resumption: Phosphorus chemical multi-stock daily limit Phoenix Optics 11-linked board
Today (October 21), the index fluctuated slightly in the afternoon, and the number of falling stocks increased. The closing volume could be enlarged. However, the trading volume of Shanghai and Shenzhen stocks was less than one trillion yuan throughout the day. On the disk, the phosphorus chemical sector was strong throughout the day.Shimizuyuan、Hubei Yihua、Sichuan Meifeng、Chuanfa Dragon PythonWaiting for the daily limit; the banking sector strengthened, and some medical and aesthetic stocks continued to be active. There are a total of 52 stocks daily limit today, which is 9 shares less than the 61-share daily limit of the previous trading day. Among Shenwan’s 28 first-tier industries, mining and banking led the gains in the two cities.
Over 3,000 shares in the two cities, 24 shares including Piaolu Hubei Yihua and Phoenix Optics hit a record high
On October 21, the Shanghai Stock Exchange Index closed at 3,594.78 points, up 0.22%;Shenzhen Component IndexIt closed at 14444.86 points, down 0.05%; the ChiNext index closed at 3279.49 points, down 0.17%.Oriental wealthChoice dataShows that today, 24 stocks’ intraday stock prices hit record highs, includingHubei Yihua、Phoenix Optics.Data shows that today, 65 stocks’ intraday stock prices hit a record low, includingShin Kong OptoelectronicsWait.
Evening blockbuster news
Xi Jinping inspects the Yellow River estuary in Dongying, Shandong
General Secretary Xi Jinping inspected the Yellow River estuary in Dongying City, Shandong Province on the 20th. In the afternoon, he went to the Yellow River Estuary Pier, the Yellow River Delta Ecological Monitoring Center, and the Yellow River Delta National Nature Reserve to observe the water conditions of the Yellow River and the ecological environment of the Yellow River Delta wetland, and learn about the ecological protection and high-quality development of the Yellow River Basin.
Ministry of Commerce: China and the United States should work together to create an atmosphere and conditions for the implementation of the agreement
The spokesperson of the Ministry of Commerce Shu Jueting said: The US has previously stated that it will launch a targeted tariff exclusion procedure and does not rule out the subsequent expansion of the list of tariff exclusions. Shu Jueting said: China welcomes the relevant US measures. China has always believed that the abolition of additional tariffs is in the fundamental interests of consumers and producers in China and the United States and is conducive to the recovery of the world economy.
Central Office and State Office: By 2035, urban and rural construction will achieve green development in an all-round way and vigorously promote ultra-low energy consumption and near-zero energy consumption buildings
Recently, the General Office of the Central Committee of the Communist Party of China and the General Office of the State Council have issued the “Opinions on Promoting the Green Development of Urban and Rural Construction”, calling for the creation of green buildings, energy-saving institutions, green schools, and green hospitals. Strengthen policy support in fiscal, financial, planning, and construction, promote the large-scale development of high-quality green buildings, vigorously promote ultra-low energy and nearly zero energy buildings, and develop zero-carbon buildings. Implement a unified labeling system for green buildings.
Yi Gang: The People’s Bank of China is studying the launch of carbon emission reduction support tools
The People’s Bank of China is studying the launch of carbon emission reduction support tools, providing low-cost funds to qualified financial institutions, supporting the development of clean energy, and strengthening our overall energy supply capacity. In the future, the People’s Bank of China will continue to improve the policy framework for the supervision of China’s systemically important financial institutions and maintain financial stability. We also expect that Chinese and foreign systemically important banks can jointly establish a climate-friendly vision and goals, and drive more market funds to support green, low-carbon, and high-quality development.
Multi-departmental publication: Strict energy efficiency constraints promote energy conservation and carbon reduction in key areas
The National Development and Reform Commission and other departments issued several opinions on strict energy efficiency constraints to promote energy conservation and carbon reduction in key areas. Target by 2025, through the implementation of energy-saving and carbon-reduction actions, key industries such as steel, electrolytic aluminum, cement, flat glass, oil refining, ethylene, synthetic ammonia, calcium carbide and other key industries and data centers will achieve a benchmark level of production capacity of more than 30%, and the overall energy efficiency of the industry is obvious. As a result, the carbon emission intensity has been significantly reduced, and the capacity for green and low-carbon development has been significantly enhanced.
Development and Reform Commission: Accelerate the merger and reorganization of steel, electrolytic aluminum, cement, flat glass and other industries
The National Development and Reform Commission issued the “Action Plan for Promoting Energy Conservation and Carbon Reduction with Strict Energy Efficiency Constraints in Key Metallurgical and Building Materials Industries (2021-2025)”, which proposed to promote the optimization and adjustment of the industrial structure. Do a good job in the convergence of industrial layout, structural adjustment, energy conservation review and dual control policies for energy consumption. Promote the concentrated development of steel, electrolytic aluminum, cement, flat glass and other industries, improve the level of intensification and modernization, form economies of scale, and reduce energy consumption per unit of product.Accelerate the merger of steel, electrolytic aluminum, cement, flat glass and other industriesReorganization。
China Securities Regulatory Commission: The reform of the registration system insists on the first increment and then the stock, first pilots and then launches a package implementation of sub-sectors
Li Jizun, Director of the First Market of the Securities Regulatory Commission, on the 21st in 2021Financial StreetIt was stated at the annual meeting of the forum that the gradual nature of the registration system reform was determined by China’s actual national conditions and the initial development stage of the capital market. At present, the opportunities for companies to go public are relatively scarce, the characteristics of a “seller’s market” are obvious, the market participants are not mature enough, the factor market reform is still not in place, and the integrity environment is not perfect. To this end, the reform layout adheres to the principle of increasing first and then stock, piloting first and then pushing it out, and implementing it in a package by sector.
China Banking and Insurance Regulatory Commission: Maintain the continuity and stability of real estate financial regulatory policies
Liu Zhongrui, head of the Statistical Information and Risk Monitoring Department of the China Banking and Insurance Regulatory Commission, said thatreal estateLong-term mechanism to guide banksinsuranceThe organization accurately grasps and executes wellreal estateFinancial prudential management system to maintainreal estateThe continuity and stability of financial regulatory policies promote the steady and healthy development of the real estate market. In accordance with the principles of marketization and rule of law, we will cooperate with relevant departments and local governments to jointly maintain the stable and healthy development of the real estate market and safeguard the legitimate rights and interests of housing consumers.
National Energy Administration: As of the end of September, the installed capacity of national power generation was 2.29 billion kilowatts, a year-on-year increase of 9.4%
On October 21, the National Energy Administration released national power industry statistics from January to September. As of the end of September, the national installed capacity of power generation was 2.29 billion kilowatts, a year-on-year increase of 9.4%. Among them, the installed capacity of wind power was approximately 300 million kilowatts, a year-on-year increase of 32.8%.Solar energyThe installed power generation capacity was approximately 280 million kilowatts, a year-on-year increase of 24.6%.
China Banking Regulatory Commission Liu Zhongrui: Evergrande Group’s problems will not have a major impact on the reputation of Chinese-funded enterprises
On October 21, at the third quarter banking and insurance industry data information and supervision key work conference, Liu Zhongrui, head of the Statistical Information and Risk Monitoring Department of the China Banking and Insurance Regulatory Commission, said that the problems of Evergrande Group are the problems of individual enterprises. “We judge that it will not have a big impact on the reputation of the industry or the entire Chinese company.”
Hot sector stocks
The rise of chemicals may exceed expectations!Two main lines of bank stocks with higher safety margins exposed
Guosen SecuritiesIt is believed that the recent liberalization of electricity prices for industrial products related to high energy consumption will push up their production costs in the long term, and the implementation of the dual energy consumption control policy will have a profound impact on China’s chemical industry in the long term. Q4 energy consumption (industrial silicon, calcium carbide, yellow phosphorus) , Caustic soda, etc.) The operating rate of products is unlikely to have a clear upward trend. We are optimistic that the continuity and height of the current round of chemical product rise may exceed market expectations, and the price of energy and chemical products will find a new higher balance point. We are still optimistic about the high prosperity of EVA, trichlorosilane, soda ash, and glyphosate in the near future. Spend.
This world fate daily limit! Is the spring when liquor stocks pulled up bank stocks strongly in late trading?
Everbright SecuritiesIt is pointed out that listed banks have successively disclosed their financial reports,PerformanceThe probability of continued improvement from the previous quarter is high, which may promote the continued performance of the banking sector in the fourth quarter. The banking sector usually performs well in the fourth quarter, and the previous adjustments will further improve the cost-effectiveness of sector allocation. Emphasize the continuity of regional banks, recommend banks such as Hangzhou, Nanjing, Jiangsu, and Changshu; at the same time, continue to be optimistic about high-quality stock banks such as China Merchants Bank and Ping An.
Vigorously debate the dangers and opportunities of the coal sector! The agency gives four paths for real estate stocks to move! Can you buy the bottom?
China GalaxySecurities pointed out that in the first few rounds of the real estate cycle, the impact of policies on the valuation flexibility of the sector is greater than that of performance. Sector valuations generally start to rise when the fundamentals are at the bottom area, and the market is expected to start with the easing of policy. The current market is in a combination of “basic bottom area” + “policy bottom”, and the policy has released a signal to maintain stability.CreditThe level of relaxation can be expected, and the fourth quarter is a better time for layout. The overall risk of the industry is controllable. After the risk events of individual real estate companies are implemented, the industry’s credit structure will be reconstructed and the concentration will be further improved, which will benefit the leading real estate companies with stable operations, low financing costs, and a healthy leverage structure.
Top Eight Brokerage Strategies: Has the worst time in the insurance industry passed?Big financial sector stock selection ideas exposed
Kaiyuan Securities said that at the current time, we continue to recommend major wealth management mainline targets that have good profit growth and continue to benefit from the expansion of public equity funds, and are optimistic about the valuation of insurance stocks.1. Brokerage: BankFinancial managementTighter regulation is conducive to the expansion of public funds, and we continue to recommend the main line of major wealth management; second, insurance: the innovation of pension and critical illness products is expected to accelerate, and the long-terminterest rateThe rebound is good for the repair of insurance valuations.
Featured Listed Company Announcements
Wolong Electric Drive: The holding subsidiary will beXiaopeng MotorsProvide new energy vehicle motors and spare parts
Wolong Electric Drive(600580) On the evening of October 21, it was announced that the company’s holding subsidiary Wolong ZF Automotive Motor Co., Ltd. recently received GuangzhouXiaopeng MotorsThe designated development notice of the Technology Co., Ltd., the company willXiaopeng MotorsProvide new energy vehicle motors and their spare parts. The products corresponding to the fixed-point notice cover a certain platform project of Xiaopeng Motors, and the fixed-point amount is 144 million yuan.
Shennan Power A: The on-grid electricity price of the company’s natural gas generator set is increased by 0.05 yuan/kWh
Shennan Power A(000037) On the evening of October 21st, according to the official website of Guangdong Provincial Development and Reform Commission, it was learned that the “Notice on Increasing the On-grid Tariff of Natural Gas Power Generation in Our Province”, the on-grid electricity price of the company’s existing natural gas generating units was increased by 0.05 yuan on the current basis. /KWh (including VAT). The company’s Nanshan Thermal Power Plant and the company’s wholly-owned and holding subsidiaries Shenzhen New Power Industry Co., Ltd. and Shennandian (Zhongshan) Power Co., Ltd. have a total of 5 sets of 9E natural gas generator sets.
Hangke Technology: It is planned to invest 1.337 billion yuan to build a lithium-ion battery charging and discharging equipment intelligent manufacturing construction project
Hangke Technology(688006) On the evening of October 21, the company announced that the company intends to invest in the construction of an intelligent manufacturing construction project for lithium-ion battery charging and discharging equipment, with a total investment of 1.337 billion yuan.The company plans to build an intelligent production workshop of 100,000 square meters and an auxiliary building of 45,000 square meters, while introducing general punching flexible lines, laser cutting machines, CNC punching machines, SMT production lines, and weldingrobotAnd other advanced fully automated production equipment and production management systems. The construction period of the project is planned to be 3 years.
Youcai Resources: The second phase of the functional composite low-melting-point fiber project with an annual output of 220,000 tons was completed and put into operation
Youcai Resources(002998) On the evening of October 21, it was announced that the “Phase II of Functional Composite Low Melting Fiber Project with an Annual Output of 220,000 Tons” invested by the company’s IPO proceeds was recently completed and entered the trial production stage.
Aviation ControlDisclosure of fixed increase results: National Military-civilian Integration Industry Investment Fund has been allocated 700 million yuan
Aviation Control(000738) The evening of October 21 will be disclosedAdditional issuanceAccording to the report on the current situation, the issuance price was RMB 25.35 per share, 170 million shares were issued, and the total amount of funds raised was RMB 4.298 billion. The target of the issuance was finally determined to be 10, of which, the National Military-civilian Integration Industry Investment Fund Co., Ltd. was allocated 700 million yuan.
MacallineDisclosure of fixed increase results:AlibabaApproximately 350 million yuan allocated
Macalline(601828) On the evening of October 21, the report on the issuance of fixed increase was disclosed, and the issue price was determined to be 8.23 yuan per share, the number of issued shares was 450 million shares, and the total amount of funds raised was about 3.701 billion yuan. The target of issuance was finally determined to be 17,AlibabaApproximately 350 million yuan was allocated.
Pudong Construction: Subsidiary has won bids for major engineering projects totaling 980 million yuan
Pudong Construction(600284) announced on the evening of October 21 that recently, the company’s subsidiaries Shanghai Pudong New Area Construction (Group) Co., Ltd. and Shanghai Pudong Road and Bridge (Group) Co., Ltd. have won bids for a number of major engineering projects, with a total bid amount of 980 million yuan.
Whirlpool: HoldingshareholderPlan to continue to increase holdings of 1%-5% of the company’s shares within 12 months
Whirlpool(600983) On the evening of October 21, it was announced that the controlling shareholder Galanz Household Appliances has completed its plan to increase its holdings by 5%; the controlling shareholder plans to continue to increase its holdings by 1%-5% within 12 months.
Chinese Architecture: Recently won the bid for 8 major projects with a total amount of 21.93 billion yuan
Chinese Architecture(601668) On the evening of October 21st, the company announced that recently, the company won 8 major projects including the construction of the Enshi National Sports Center in Hubei and the overall relocation of Enshi Vocational and Technical College (EPC), and the construction of the Shanghai Midea Global Innovation Park project. Projects, the total project amount is 21.93 billion yuan, accounting for 2020 auditedOperating income1.4%。
Shengxiang Bio: Proposed to be 200 million-260 million yuanRepurchaseShares
Shengxiang Bio(688289) announced on the evening of October 21 that it intends to repurchase shares at a price of 200 million-260 million yuan, and the repurchase price will not exceed 70 yuan per share.
Tongli Risheng: Proposed to acquire 51% equity of Tianqi Hongyuan to increase energy storage business and power station business
Tongli Risheng(605286) Announced on the evening of October 21 that the company intends to prepay 100 million yuan to Jiu Sheng XihuaEquity transferPayment; at the same time as a prepayment guarantee measure, Jiu Sheng XihuaPledgeIt holds 15% equity of Tianqi Hongyuan to a listed company. After the completion of the above equity transfer and delivery, the company intends to issue shares to Hehui Chuangying and Jiushengxihua and pay cash to purchase part of Tianqi Hongyuan’s equity, and ultimately holds 51% of Tianqi Hongyuan’s equity. The share price for the issuance of shares to purchase assets is 16.45 yuan per share. After the completion of this transaction, on the basis of the existing business, the listed company will take the target company as the main body to increase the energy storage business and power station business.The company’s stock will be opened on October 22, 2021Resumption of trading。
(Article Source:Oriental wealthResearch center)
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