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 were mixed
September 27,Shanghai IndexIt opened slightly higher, then fell back, and fell more than 1% during the session; Shenzhen Component Index turned green during the session and maintained a narrow range in the afternoon;Growth Enterprise Market IndexIt rose strongly, once rose more than 2%, and the intraday gains narrowed; most of the two cities’ sectors fell, non-ferrous metals, steel, coal and other cyclical sectors fell sharply, and liquor stocks broke out strongly.food and drink, Pork stocks, etc. are also strong; the two cities turnover of about 13,600 yuan, has exceeded 1 trillion for the 47th consecutive trading day, setting a new historical record again.
Nearly 200 stocks in the two markets crashed by the end of the trading day.These plates collapsed
Today’s A-share market is really interesting.On the one hand, the king of liquor stocks and consumer stocks is back, MoutaiWuliangyeBoth have their daily limit, but on the other hand, there is another 100-share limit. The market even suddenly plunged in the midday market, and the market returned a little V, but finally closed, it still withered.Late pairBrokerageStarted, the top decliners are all those that have increased too much recently, and some large brokers with mid-line and low valuations have also been brought down.
Suddenly broke out! Liquor stocks ushered in the daily limit tide index rose more than 6%! How will the market outlook go?The agency says
Today, liquor stocks ushered in a Jedi counterattack, and the two major varieties represent the leadersKweichow Moutai、WuliangyeBoth rose sharply. in,Kweichow MoutaiSince 2015, the daily limit has been reached again, and the trading volume has refreshed the highest since February 2020. There are as many as 6 daily limit liquor stocks. It is noteworthy that,Kweichow MoutaiAlthough today’s close failed to seal the daily limit, it also set the largest single-day gain in more than 6 years. Statistics show that the previous daily limit of Kweichow Moutai was in April 2015, and there had been two daily limits.
Long and Tiger List: 1.39 billion yuan to raise Wuliangye foreign investment net buying 17 shares, institutions net buying 18 shares
September 27th, on the listLonghubangIn individual stocks, fundsNet inflowThe most isWuliangye, Is 1.39 billion yuan. The data shows that the stock’s daily daily limit closed, with a turnover of 16.522 billion yuan throughout the day, with a turnover rate of 1.96%. Specifically,Shenzhen Stock ConnectNet purchases of 894 million yuan, CITIC Beijing Hujialou net purchases of 448 million yuan, and CICC Shanghai Hubin Road net purchases of 332 million yuan. Institutions’ participation in the Dragon and Tiger List involves a total of 55 shares, of which 18 shares were bought by institutions.Haitian Flavor IndustryIt was bought the most, with a net purchase of 280 million yuan on the 3rd.
Resumption of 44 daily limit stocks: Food daily limit tide Wuliangye sealed board
Today (September 27), the three major indexes fluctuated at low levels in the afternoon, and the turnover of the Shanghai and Shenzhen stock markets exceeded RMB 1 trillion for the 47th consecutive trading day. On the board, liquor stocks are strong,Luzhou Laojiao, Wuliangye and other stocks rose by the limit. Kweichow Moutai soared 9.5%, with a turnover of 23.2 billion yuan; the power sector picked up in the afternoon, with chemical, cobalt, small metals, titanium dioxide and other sectors leading the decline. Today, there are a total of 44 stocks’ daily limit, which is 9 shares less than the previous trading day’s 53-share daily limit.
Nearly 140 stocks in the two cities hit a record high
On September 27, the Shanghai Stock Exchange Index closed at 3,582.83 points, down 0.84%;Shenzhen Component IndexIt closed at 14,344.29 points, down 0.09%; the ChiNext index closed at 3,231.58 points, up 0.74%.Oriental wealthChoice dataShows that today, 14 stocks’ intraday stock prices hit record highs, includingSunshine Novo、Bairen MedicalWait.Data shows that 112 stocks’ intraday stock prices hit a record high today, includingFruit wheat cultureWait.
Evening blockbuster news
The Monetary Policy Committee of the Central Bank Convenes the Third Quarterly Meeting: Safeguarding the Legal Rights and Interests of Housing Consumers
Chinese peopleBankcurrencyThe regular meeting of the Policy Committee for the third quarter of 2021 (the 94th in total) was held in Beijing on September 24.The meeting pointed out that the maintenancereal estateThe healthy development of the market safeguards the legitimate rights and interests of housing consumers. Promote high-level two-way opening up of finance, and improve economic and financial management capabilities and the ability to prevent and control risks under open conditions.
National Grid: the greatest possible avoidance of power cuts
In view of the current power supply situation, the State Grid Corporation of China stated that it is possible to avoid the situation of power cuts and to resolutely maintain the bottom line of people’s livelihood, development and safety. Strengthen the unified dispatching of the entire network, rationally arrange the operation mode, and serve the power generation enterprises well, so as to achieve both. Coordinate the deployment of resources, give full play to the advantages of the large power grid platform, and tap the power transmission potential of inter-regional and inter-provincial channels.
National Material Reserve Adjustment Center: The fourth batch of national reserves of copper, zinc, and aluminum in 2021 will be released in the near future
On September 27, the National Material Reserves Regulation Center issued an announcement regarding the release of the fourth batch of national reserves of copper, zinc, and aluminum in 2021.announcement, The fourth batch of sales totaled 30,000 tons, 50,000 tons and 70,000 tons respectively.
National Health Commission: Reduce the burden of family fertility, education, and parenting, release the willingness to bear children
Yu Yanhong, a member of the Party Group of the National Health Commission, introduced that multiple measures will be taken simultaneously and comprehensively implemented to effectively reduce the burden of family reproductive education and parenting, and fully release the willingness of young people to bear children.In the future, we will improve the laws, regulations and policies that support family childbearing and parenting education:JohnsonEducational protection.Such as improving the level of prenatal and postnatal care services, implementing the maternity leave system and maternity allowances, exploring the implementation of parental leave, and improving childbirthinsuranceSystem and so on; strengthen parenting protection. Such as the development of various forms of inclusive childcare services and strengthening of supporting policies such as housing.
Inner Mongolia continues to accurately crack down on virtual currency “mining” behavior
Recently, the Inner Mongolia Autonomous Region’s Bayannaoer Development and Reform Commission and other relevant departments have received reports from the masses. They discovered a warehouse storing virtual currency “mining” equipment in the Small and Medium Enterprise Pioneer Park of the Bayannaoer Economic Development Zone, and seized “mining machines”. “10100 units. After investigation, these “mining machines” are foreign virtual currency “mining” clearing equipment, and the electricity consumption on site was 1,104 kWh.
Moutai’s enlargement strategy: inventory clearing and empty bottle exchange will exceed 8,000 tons
During the National Day and Mid-Autumn Festival in 2021, Kweichow Moutai once again “opened the gates and increased volume” in order to stabilize the market and price. Different from previous years, in order to allow more people to drink Feitian Moutai at a reasonable price, in addition to increasing the reservation quota, this year each company has also added an “empty bottle redemption” link. This is another new measure of Kweichow Moutai to encourage the consumption of Moutai after unpacking and selling.
Anhui Development and Reform Commission: The situation of Anhui’s power coal and power supply is extremely severe
Recently, the Anhui Provincial Development and Reform Commission announced that after the autumn, the maximum electricity load in Anhui Province will remain at about 30-35 million kilowatts. However, due to insufficient coal supply capacity, the price of electricity and coal remains high and the power support capacity outside the province has declined. Influencing factors, the situation of power coal and power supply is extremely severe.
State Administration of Radio and Television: Stop broadcasting “Beauty Loan” and similar advertisements
All radio, television and online audio-visual institutions and platforms should attach great importance to strengthening the “four consciousnesses”, strengthening the “four self-confidence”, achieving “two maintenances”, and strictly implementing the ideological work responsibility system and advertising and publicity should also be oriented. It is required to promptly organize inspections to ensure that the above requirements are implemented, safeguard the interests of the people, and create a good communication environment.
Hot sector stocks
“Stock King” daily limit rushed to the top of the hot search cycle, a large area stalled before the festival, this sector has a high probability of rising
CICCIt is believed that the market is still in a “tangled period” and the overall performance may be flat. From a structural point of view, the growth sector may need to control the rhythm after the sustained rise since April; the consumption-related sector is in a stable period after experiencing the previous decline, but the consumption data is weak or suppresses the overall performance; raw materials supported by restricted production factors The stock market’s early surge has also overdrawn more expectations. Recently, due to factors such as control expectations, there has been a phenomenon of heavy volume decline. Before the policy direction is clear, the market style may still be more tangled, and controlling the pace and stabilizing income may be the current focus.
Under the dual control, the production capacity of raw materials has dropped sharply. This product enters the “10,000 households”. The list of stocks with high performance growth is released
The price of calcium carbide may significantly affect the future price trend of PVC. In March of this year, due to the double control policy of energy consumption in Inner Mongolia, the price of calcium carbide soared, and the price of PVC once broke through the high point of this round of market. 84.1% of the downstream of calcium carbide is used for the production of PVC. The decrease in the supply of calcium carbide and the high start of PVC will further enlarge the supply gap of calcium carbide and exacerbate the tight supply and demand of calcium carbide.
Cycle stocks rout across the board! How long can this wave of the rise of the big consumer sector last?
China Sea SecuritiesSaid that the current interim report disclosed in the food sector shows that due to the increase in the cost of raw materials and the high base of the epidemic last year, leisure snacks, quick-frozen food, rice, noodles, grains and oils, condiments and other sectorsPerformanceaffected. At the same time, in the first half of the year, community group buying was booming, low-priced products attracted traffic, and traffic in traditional supermarkets and vegetable market channels declined, which had a certain impact on the condiments, leisure snacks, and quick-frozen food sectors. With the colder weather in the third and fourth quarters and the arrival of festivals, the peak consumption seasons for leisure snacks and quick-frozen foods have also been ushered in.
Mao Index soared! “Drinking and eating meat” has reached the “take medicine” market, will it be far behind?
The Pacific OceanSecurities pointed out that the second pork purchasing and storage work during the year will be officially launched after the National Day. The size of the purchasing and storage is significantly higher than the first one, and the duration will be longer. It is expected that as the effect of purchasing, storage and capacity regulation “supports the market” is manifested, and the impact of the autumn and winter and the double-season pork consumption season is superimposed, the price of pigs will stabilize and rise. In terms of valuation, the current average market value of most pig companies is still at the bottom of history, with obvious upward space. It is recommended to pay attention to the investment opportunities of pig price rebound and valuation restoration.
The theme strategy of the eight major brokers: Found the reason for the soaring liquor stocks? Sorting out consumer industry chain targets!
Dongguan Securities said that liquor has entered the peak sales season. Based on last year’s high base, the sales of liquor during the Mid-Autumn Festival this year are relatively stable.Among them, high-end liquor sales are stable, and the sub-high-end liquorShanxi FenjiuThe core group of merchants in the province has almost completed the task of collecting the money for the whole year, and it is expected that the task of collecting this year’s money will be completed nationwide by the end of September;Alcoholic WineThe internal reference has basically completed the annual payment collection task. The market needs to pay attention to the chain slowdown after the peak season of liquor. At present, the market’s pessimism towards liquor is basically released, and the valuation has gradually fallen into a reasonable range.
Featured Listed Company Announcements
Chuanhua Zhilian: It is planned to jointly build the “Four Ports” smart logistics cloud platform with Alibaba and others
Chuanhua Zhilian(002010) On the evening of the 27th, an announcement was made that the holding subsidiary Chuanhua Logistics and Zhejiang Seaport Investment Operation Group Co., Ltd., Zhejiang Transportation Investment Group Co., Ltd., Shanghai Yuantong Jiaolong Investment Development (Group) Co., Ltd., and Dazi County Bairuixiang Venture Investment Management Co., Ltd., Zhejiang Airport Group Co., Ltd.,Alibaba(China) Network Technology Co., Ltd. signed an investment agreement. All parties jointly funded the establishment of Zhejiang Sigang Linkage Development Co., Ltd. to jointly promote the creation of a “four ports” linkage smart logistics cloud platform and the establishment of a platform entity operating company. The registered capital of the joint venture company is 500 million yuan, and Chuanhua’s outflow capital accounts for 8%.
Lanshi Heavy Equipment: Plans to acquire 55% shares of China Nuclear Jiahua for RMB 129 million
Lanshi Heavy Equipment(603169) On the evening of September 27, the company announced that the company intends to acquire 55% of the shares of China Nuclear Jiahua Equipment Manufacturing Co., Ltd. held by Jinhe Investment for 129 million yuan; after the transaction is completed, China NuclearLanshi Heavy EquipmentHolding subsidiary.Golden Nuclear Investment Commitment China Nuclear Jiahua will be realized in 2022, 2023 and 2024 in three yearsNet profitNot less than 47 million yuan.In addition, Lanshi Heavy Equipment intends to extend the company’s non-public offering of shares in 2020shareholderThe resolution of the conference is valid until March 3, 2022.
Rongda Sensitivity：It is planned to invest 600 million yuan in Zhuhai to invest in the construction of photosensitive dry film, photoresist and other projects
Rongda Sensitivity(300576) On the evening of September 27, the company announced that the company signed a project investment agreement with the Zhuhai Economic and Technological Development Zone Management Committee. It plans to build a project in Zhuhai Economic and Technological Development Zone. The project is expected to produce photosensitive dry film and flat panel display photoresist annually. 50,000 tons of semiconductor photoresist, etc., with a total investment of about 600 million yuan.
China Railway Construction: Recently won the bid for a major project of 63.276 billion yuan
China Railway Construction(601186) An announcement on the evening of September 27th, recently won a total of 63.276 billion yuan of major projects, the total project amount accounted for the company’s 2020 yearOperating incomeOf 6.95%.
DP Technology: A total of 450 million yuan signed with Chipsoncontract
DP Technology(300768) On the evening of September 27th, the company announced that the company has signed multiple daily operating contracts with Shenzhen Chipsun Technology Co., Ltd. and its wholly-owned subsidiaries for 12 consecutive months. The cumulative sales order amount has reached 450 million yuan, exceeding the company’s recent 50% of audited main business income for a fiscal year.
Qinchuan Machine Tool: The subsidiary won the bid for the high-precision serialized rolling functional component project in 2021
Qinchuan Machine Tool(000837) In the evening of September 27, it was announced that Hanjiang Machine Tool, a holding subsidiary, as the project lead unit, won the bid for the “High-precision Serialized Rolling Functional Components Project” of “2021 Industrial Reconstruction and Manufacturing High-quality Development”. The total investment of the project The budget is 300 million yuan (of which the total investment budget of Hanjiang Machine Tool is 98.25 million yuan), and the project implementation time is from July 1, 2021 to June 30, 2023. According to the actual completion of the project, the Ministry of Industry and Information Technology will provide financial support within no more than 90 million yuan (of which Hanjiang Machine Tool does not exceed 28.25 million yuan).
Tongfu Microelectronics: It is planned to raise funds not to exceed 5.5 billion yuan to increase the main business of IC packaging and testing
Tongfu Microelectronics(002156) In the evening of September 27, the non-public stock offering plan was disclosed, and it is planned to raise no more than 5.5 billion yuan for the construction of memory chip packaging and testing production line construction projects, high-performance computing product packaging and testing industrialization projects, 5G and other new-generation communications Product packaging and testing projects, wafer-level packaging product expansion projects, power device packaging and testing expansion projects, etc.
Star source material: It is planned to raise funds not to exceed 6 billion yuan to increase the lithium-ion battery separator
Star source material(300568) On the evening of September 27, the plan for issuing stocks to specific targets was disclosed. It is proposed to raise funds not to exceed 6 billion yuan for high-performance lithium-ion battery wet separator and coated separator (phase I and phase II) projects, supplement Working capital.
Meike Home: The controlling shareholder intends to increase holdings of 16.283 million shares to 32.56 million shares
Meike Home(600337) Announced on the evening of September 27 that based on the recognition of the company’s development confidence and long-term investment value, the company’s controlling shareholder Meike Group increased its holdings of 596,500 shares of the company through a centralized bidding transaction on September 27, and plans to increase its holdings. Within 6 months from the date of the transaction, continue to increase the shareholding of the company through the trading system of the Shanghai Stock Exchange, and the cumulative increase in shareholding shall not exceed 2% of the total issued shares of the company. The number of shares to be increased is between 16.2833 million shares and 32,566,500 shares.
(Article Source:Oriental wealthResearch center)
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