Take 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 down and northbound funds bought a net 6 billion yuan
The three major A-share indexes maintained a turbulent consolidation situation throughout the day today, and finallyShanghai IndexThe closing fell by 0.53%, to close at 3,61.53 points;Shenzhen Component IndexFell 0.50% to close at 15136.78 points;Growth Enterprise Market IndexIt fell 0.05% to close at 3,495.06 points. The market turnover reached 1.14 trillion yuan, breaking through one trillion for the 38th consecutive trading day. The industry sector has mixed ups and downs,Culture Media、Software developmentThe sector led the gains,Energy Metal、Whole car、Coal industryLead the fall. Northbound funds bought a net 6.026 billion yuan today.
get high!The media sector bucks the market and staged a daily limit tide. See here for the new year’s market
From the perspective of Shenwan’s first-tier industries, on Tuesday, four industries including computer, national defense and military industry, communications, and media topped the list with 1.34%, 1.29%, 1.06% and 1.05% respectively, all exceeding 1%. in addition,Non-ferrous metals, Building materials, and coal were among the top decliners, all exceeding 2%. It is worth noting that recently, the media sector has continued to stage a daily limit wave, and many stocks have continued to strengthen, with daily limit values.Meisheng CultureFive-link board,Huanrui CenturyFour-linked board.
Hundreds of stocks in the two cities rose by more than 10%!Rotational market and structural market coexist, high-level link stocks continue to be strong
Today’s major indexes turned green across the board, but over 100 stocks in the two cities rose by more than 10% today, and 12 ChiNext stocks rose by their daily limit. The characteristics of market conditions are very obvious. First of all, the recent market maintains the pattern of a rotating market. Except for the Meta Universe and Baijiu sectors, most of the other sectors have shown a cyclical trend; secondly, the recent market has maintained a structured market pattern.
Dragon and Tiger List: 140 million to grab Jinjia shares, foreign investors buy 6 shares net, institutions buy 15 shares net
On December 14th, on the listDragon and Tiger ListIn individual stocks, fundsNet inflowThe most isJinjia shares, Is 140 million yuan. The data shows that the stock’s daily limit closed, with a turnover rate of 5.51% throughout the day, and a turnover of 1.191 billion yuan. Huaxin Shanghai Branch, the top net inflow of funds, bought 64,101,400 yuan. Institutions’ participation in the Dragon and Tiger List involves a total of 28 shares, of which 15 shares have been net-buyed by institutions.JACIt was sold the most, at 139 million yuan. The other 13 shares were sold net by institutions,China Mineral ResourcesThe most sold was 105 million yuan.
Resumption of 108 daily limit stocks: Legg Mason Culture’s 5th board, Xuanya International’s 20CM link, will break the board
Today (December 14) the three major indexes closed down. Although individual stocks rose more and fell less, the turnover of the two cities today decreased by 129.6 billion compared with the previous trading day, showing signs of shrinking.On the board, numberscurrency, Tobacco, media, new crown testing,educate, Domestic software and other sectors are among the top gainers,Whole car, Coal, industrial metals, steel and other sectors were among the top decliners. Today, there are a total of 108 stocks daily limit, an increase of 21 shares from the 87-share daily limit of the previous trading day.
The Shanghai stock index shrank by 0.53%, and 18 stocks including Beijing Capital and Sanyangma hit a record high
On December 14, the Shanghai Composite Index closed at 3661.53 points, down 0.53%; the Shenzhen Component Index closed at 15,136.78 points, down 0.50%; the ChiNext Index closed at 3,495.06 points, down 0.05%.Oriental wealthChoice dataShows that today, 18 stocks’ intraday stock prices hit record highs, includingCapital shares、Three sheepWait.
Evening blockbuster news
Central Bank: Next year, we must adhere to the positioning of housing and not speculating in the steady and orderly advancement of digital RMB research and development
peopleBankThe party committee convened a meeting to convey the spirit of the Central Economic Work Conference. The meeting emphasized that the financial supply-side structural reform will be deepened next year. Strengthen the overall supervision of financial infrastructure. Promote the research and development of digital renminbi in a steady and orderly manner. Continue to deepen international financial cooperation and promote the orderly expansion of the financial industry. Adhere to the positioning of houses for living, not for speculation, steadily implement the real estate financial prudential management system, accelerate the improvement of the housing leasing financial policy system, and promote a virtuous circle and healthy development of the real estate industry due to urban policies.
China Banking Regulatory Commission: Properly handle the debt risks of large-scale entities
On December 10, Guo Shuqing, Secretary of the Party Committee and Chairman of the China Banking and Insurance Regulatory Commission, presided over an (expanded) meeting of the Party Committee. The meeting requested that the house is to be used for living, not for speculation, and to continue to improve and stabilize land prices.House price, Stabilize the expected long-term real estate mechanism, increase financial support for the long-term rental housing market and affordable housing construction, and promote a virtuous circle and healthy development of the real estate industry. Cooperate with the prevention and resolution of hidden debt risks of local governments.Strictly prevent high-risk shadowsBankResurgence. Properly handle the debt risks of large-scale entities.
Ministry of Finance: Prudently resolve hidden risks of local government debt risks to ensure fiscal sustainability
On December 10, Liu Kun, Secretary of the Party Leadership Group and Minister of the Ministry of Finance, presided over a meeting of the Party Leadership Group to convey and study the spirit of the Central Economic Work Conference and study the implementation of the work of the finance department. The meeting requested that the fiscal policy should be forward-looking and targeted, the people’s livelihood policy should be effective and sustainable, and the party and government agencies should implement the tight life requirements to reduce administrative costs. It is necessary to resolutely curb new hidden debts of local governments, steadily resolve hidden risks of local governments’ hidden debts, and ensure fiscal sustainability.
Guangdong’s “14th Five-Year Plan”: Orderly guide Guangzhou, Shenzhen, etc. to place data centers on the seabed
On December 14, the General Office of the People’s Government of Guangdong Province issued the “Fourteenth Five-Year Plan for Marine Economic Development in Guangdong Province,” which proposed to support breakthroughs in key core technologies for submarine data centers and orderly guide Guangzhou, Shenzhen, Zhuhai, Shantou, and Huizhou. Deploy high-energy-consuming data centers on the seabed.
The construction of the Chengdu-Chongqing dual-city economic circle plans to promote 160 major projects with a total investment of about 2 trillion yuan in 2022
Promoting the construction of the Chengdu-Chongqing dual-city economic circle The fourth meeting of the Chongqing and Sichuan Party and Government Joint Conference was held today in Yibin, Sichuan. The meeting proposed that a total of 46 key tasks will be promoted in 10 areas, 160 major projects, and a total investment of about 2 trillion yuan will be promoted in 2022. The meeting proposed that for the projects included in the list of major projects in the two-city economic circle in the Chongqing area, they will equally enjoy the same support and guarantee policies as the major projects at the Chongqing municipal level and the Sichuan provincial level.
The two departments issued a document to encourage the development of new energy vehicles, smart home appliances, and green building materials to the countryside to implement the 5G application “Sailing” action plan
The National Development and Reform Commission and the Ministry of Industry and Information Technology recently issued the “Notice on the Implementation Plan for Rejuvenating Industrial Economic Operation and Promoting High-quality Industrial Development.” The “Notice” proposes to steadily promote the safety of energy supply, ensure the supply of bulk raw materials and stabilize prices; promote the implementation of major projects with conditions, start construction as soon as possible, and lay out a number of areas in 5G, gigabit optical network, etc. New infrastructure projects; encourage the development of new energy vehicles, smart home appliances, and green building materials to the countryside; implement the 5G application “Sailing” action plan (2021-2023); and increase manufacturing financing support.
Hot sector stocks
“Drink and take medicine” market is coming again? The agency strongly recommends these targets!
HuachuangSecuritiesSaid that they attach importance to the new year’s liquor market, prefer the high-end accelerated Moutai and the powerful Fenjiu, and recommend the reform theme Yanghe. Under the turmoil of the epidemic, the market is still controversial about the demand for liquor in the coming year. However, from the perspective of market performance, the terminal demand for liquor is strong, the channels are relatively healthy, and there is room for reporting. Under the benign operation, Q1 will have more confidence in the coming year. In the short term, it is recommended to pay attention to the catalysts such as the end of the year dealer meeting, the disclosure of the business plan of the wine company for the coming year, and the stocking in peak seasons, and the new year’s market for liquor.
Meta Universe raises the daily limit again, and the Kelan Software show 20CM long legs!The concept of digital currency also took off
Everbright SecuritiesIt is pointed out that as the promotion of digital currency accelerates and the time for full implementation is approaching, various preparations and infrastructure upgrades will gradually speed up, and companies in the relevant industry chain will usher in opportunities for accelerated development. It is recommended to pay attention to three main lines of investment: First The main line proposes to pay attention to the payment hardware market. The promotion of digital currency and the implementation of barcode payment supervision policies will drive the iterative upgrade of payment hardware. Suppliers of smart payment equipment at the receiving end and physical hardware wallet suppliers at the payment end will all benefit.
The concept relay of digital currency and meta universe skyrocketed! Titanium dioxide is booming, the leading chemical industry is the king of the future?
Looking forward to 2022,China Sea SecuritiesIt is believed that leading chemical industries, downstream industries, and new materials industries are the key directions. This year, the problem of suppressing the capacity expansion of leading enterprises is expected to gradually alleviate. The profit loss of downstream industries due to high raw material costs will alleviate, and the new materials industry will be affected by new materials. The pull of energy and emerging industries ushered in development opportunities.
The theme strategy of the eight major brokers: the logic of the complete industrial chain of aero engines is exposed!The main target list of each link is here
Guoyuan SecuritiesSaid that investment in the defense and military industry needs to focus mainly on fast-growing sub-tracks such as aviation development and missile industry chain. For the field of aviation development: thanks to the future increase in the number of military aircraft, domestic substitution of engines and the dual-engine model, the market size of military aircraft castings and engine castings is expected to exceed 100 billion.Compared with the start of aviation construction in my country, the potential increase in the aviation industry is larger. In the future, the processing units in the aviation industry such as castings, structural parts, etc. and their upstream material companiesPerformanceHigh growth can be expected.
Listed companyannouncementFeatured
China Free: Intended to acquire 100% equity of Hong Kong China Travel Service Assets Co., Ltd.
China Free(601888) Announcement on the evening of December 14 that it intends to acquire holdingsshareholderThe wholly-owned subsidiary holds 100% equity of Hong Kong China Travel Service Assets Company, with a transaction amount of 126 million yuan. After the completion of this transaction, Hong Kong China Travel Service Assets Company will become a wholly-owned subsidiary of the company and be included in the scope of the company’s consolidated statements. Hong Kong China Travel Service Assets Co., Ltd. has the qualification to operate tax-free foreign exchange products, and can operate foreign exchange tax-free shops, that is, duty-free shops in the city that return to the country to repurchase. The company currently does not have this type of duty-free shops.
Zhongnuo Titanium Dioxide: Raise the sales price of titanium dioxide from next year
Zhongnuo Titanium Dioxide(002145) The announcement on the evening of December 14th, the company’s price committee researched and decided that starting from January 1, 2022, the company’s various types of titanium dioxide sales prices will be raised. Among them, the sales price for domestic customers is increased by RMB 1,000/ton, and the sales price for international customers is increased by US$150/ton.
Asia Pacific:receiveGreat Wall MotorNew product development notice
Asia Pacific(002284) Announced on the evening of December 14, the company recently receivedGreat Wall MotorCompany’s new product development notice, the company will serve asGreat Wall MotorDeveloped and produced the electronic parking control unit products and anti-lock brake control unit products of the CHB025A model, as well as the electronic parking control unit products of the EC01 model. After receiving the notice, the company will immediately carry out follow-up work and actively promote it in accordance with the requirements of the OEM.
Haili Bio: Subsidiary Jinhai Biology successfully passed the high-tech enterprise certification
Haili Bio(603718) On the evening of December 14th, the company announced that the company recently received a notice from Yangling Jinhai Biotechnology Co., Ltd. “High-tech Enterprise Certificate” jointly issued by the Department of Technology, the Department of Finance of Shaanxi Province, and the Shaanxi Provincial Taxation Bureau of the State Administration of Taxation.
Airport shares: The actual controller of the proposed acquisition of Ruineng Semi-guided Equity Company will be changed
Airport shares(600463) An announcement on the evening of December 14 that the company intends to purchase Ruineng through the issuance of sharessemiconductorThe controlling rights or the entire equity of Science and Technology Co., Ltd. (referred to as “Ruineng Semiconductor”). At the same time, the company intends to sell the assets, liabilities and personnel related to the construction of construction projects and other businesses to the controlling shareholder Beijing Airport Economic Development Co., Ltd. or its designated third parties.The transaction is expected to constitute a significant assetReorganization, And constitute a reorganization and listing, which is expected to result in a change in the company’s actual controller; the company’s shares will start from the opening of the market on December 14Suspension。
Gujia Home Furnishing: Plans to invest 1.037 billion yuan to build a self-built base in Mexico
Gujia Home Furnishing(603816) Announced on the evening of December 14 with an investment of 1.037 billion yuanGujia Home FurnishingMexico self-built base project. In addition, Haitong Asset Management’s Tourongbao No. 1 (5.06% shareholding ratio) plans to reduce its holdings of the company’s shares by no more than 6.32 million shares within 90 days from January 7, 2022, accounting for less than 6.32 million shares of the company’s total shares. 1%.
Xiamen Tungsten Industry: A subsidiary company plans to invest in lithium ionBatteryCathode material expansion project and lithium iron phosphate production line
Xiamen Tungsten Industry(600549) Announcement on the evening of December 14, subsidiary companiesXiamen Tungsten New EnergyIt is planned to invest in the construction of No. 9 workshop lithium ion in Haijing baseBatteryThe 30,000 tons of cathode material expansion project, with an investment of 990 million yuan; after the completion of the project,Xiamen Tungsten New EnergyHaijing base will reach an annual output of 70,000 tons of lithiumBatteryThe production capacity of cathode materials.Xiamen Tungsten New EnergyIt is proposed to establish a joint venture with Yahua Lithium Industry and Cangya Investment in the Ya’an Economic and Technological Development Zone in Sichuan Province to establish Ya’an Xia Tungsten New Energy Materials Co., Ltd., and invest in the construction of a lithium iron phosphate production line with an annual output of 100,000 tons, with an investment of 927 million yuan.
Yahua Group: Intended to subscribe for the shares of Australian EV Company to develop lithium resources
Yahua Group(002497) On the evening of December 14th, the company announced that Yahua International, a wholly-owned subsidiary of the company, intends to subscribe for 80 million shares of Australia EV Resources Limited at a price of 0.045 Australian dollars per share, accounting for 9.5% of the total share capital of the EV company, totaling 3.6 million Australian dollars , The method of capital contribution is cash contribution. The main purpose of the subscription is to cooperate with EV companies to jointly develop its existing lithium resources.
Hongda Industrial: Subsidiary plans to provide hydrogen supply services for Jincaitelai Company contractAmount 70 million
Hongda Industrial(002002) An announcement on the evening of December 14th, a few days ago, the company’s wholly-owned subsidiary Wuhai Chemical and Wuhai Jincaitelaidian New Energy Co., Ltd. (“Jincaitelai Company”) signed the “Hydrogen Supply and Marketing Contract”, Wuhai The chemical industry provided hydrogen supply services to Jincai Telai Company, with a contract value of 70 million yuan.
Longzi shares: Shenzhen Milan received 150 million yuan in capital increase to accelerate the strategic layout of medical beauty business
Longzi shares(002612) In the evening of December 14th, the company announced that in order to accelerate the strategic layout of the medical beauty business, especially the “Milan Baiyu” brand in the Shenzhen area, it plans to increase the capital and comprehensively upgrade the business of Shenzhen Milan, the company’s wholly-owned grandson company. Each capital increase entity has invested 150 million yuan.
GAC GroupStrategic investment in Wenyuan Zhixing deploys Robotaxi commercial operation
GAC Group(601238) Announced on the evening of December 14 that the board of directors agreed to the subsidiary GAC Capital Co., Ltd.Company investmentWeRide Inc. (Wen Yuan Zhi Xing) 30 million US dollars. This cooperation,GAC GroupTogether with Wenyuan Zhixing, they will jointly promote the development and manufacturing of Robotaxi’s front-loaded mass-produced models. In the next few years, the two parties plan to gradually establish a Robotaxi fleet of tens of thousands of vehicles, radiate across the country with the Guangdong-Hong Kong-Macao Greater Bay Area as the core, and launch safe, economical, and green autonomous driving services for the public.
Sai Microelectronics: Intended to acquire Elmos automotive chip manufacturing line
Sai Microelectronics(300456) announced on the evening of December 14 that the company’s wholly-owned subsidiary, Silex of Sweden, intends to acquire Frankfurt, Germany, for 84.5 million euros (including 7 million euros in work in progress) (converted to RMB 607 million)SecuritiesElmos, an exchange-listed company, is located in Dortmund, North Rhine-Westphalia, Germany, with related assets of the automotive chip manufacturing production line. Through this acquisition, the company will further expand its core business of sensor and chip process manufacturing to the automotive electronics field.
Jingquanhua：It is planned to invest 1 billion yuan to build a new energy photovoltaic mid-to-high-end magnetic component intelligent manufacturing project
Jingquanhua(002885) On the evening of December 14th, the company announced that the company intends to establish a wholly-owned subsidiary in Yancheng High-tech Industrial Development Zone and sign an investment agreement with effective conditions with the Yancheng High-tech Industrial Development Zone Management Committee.The company intends to lease the Yancheng High-tech Industrial Development Zone Management Committee to build factory buildings in the early stage, and then decide whether toRepurchaseThe way to build factory buildings is to use self-owned funds or self-raised funds to invest in the construction of new energy photovoltaic mid-to-high-end magnetic components intelligent manufacturing (including R&D and production) projects, with a total investment of 1 billion yuan.
(Article Source:Oriental wealthResearch center)
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