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 up slightly
September 23,Shanghai IndexIn the morning, it opened higher and moved higher, and once rose by more than 1% during the intraday session, then the gains narrowed, and the trend of narrow fluctuations was maintained in the afternoon; Shenzhen Component Index rose strongly in intraday trading;Growth Enterprise Market IndexIn early trading, it fell back and turned green, and then pulled up again, regaining 3,200 points in the intraday trading; most of the two cities’ sectors were strong, with paper, environmental protection, and agriculture sectors leading the rise, while cyclical stocks such as oil, gas, and coal fell down; transactions in the two cities About 1.3 trillion yuan, the trading volume has been enlarged compared with yesterday, and it has exceeded 1 trillion for the 45th consecutive trading day, setting a new historical record again.
The super-strong sector is now falling and stopping the tide. The two ministries and commissions suddenly point to the hardest varieties! what’s the situation? How long can the commodity be crazy?
Today’s A shares are not strong, because the external stock markets rose sharply overnight. However, the structural contradictions of the real economy began to reflect in the stock market. To be precise, it is the “dual limit and dual control” policy that has begun to change market expectations: the restriction may not only be on production capacity, but also the profitability of related companies. As a result, a collective flash crash occurred in the chemical sector today, and today there are 18 stocks in the sector’s limit drop.Tongde Chemical、YuntianhuaAnd other stocks are all fast flash crashes and declines, which shows how fast the shipments are.
Green power sector differentiation, papermaking, environmental protection stocks set off a wave of daily limit
Boosted by the news of price increases, the cardboard block rarely set off a daily limit wave; favorable policies continue to be implemented, and the environmental protection sector has strengthened sharply in the afternoon; Huawei will release the operating system openEuler, and the concept of Hongmeng has emerged;real estate, Agriculture, etc. are active. Coal stocks diverged, thermal coal futures rose sharply during the intraday trading session, but coal stocks plunged sharply; the chemical industry and petroleum, which had continued to be strong in the previous period, suddenly turned off; the new energy power that set off the daily limit yesterday diverged;Non-ferrous metals, Lithium batteries, etc. perform poorly.
Long and Tiger List: 540 million yuan to raise a net foreign purchase of 16 shares of solar energy, a net purchase of 26 shares of institutions
On September 23, on the listLonghubangIn individual stocks, fundsNet inflowThe most isSolar energy, A net inflow of 541 million yuan on the 3rd. Data show that the stock rose 6.5% within a day, and the cumulative increase in the past three days is 26.79%. Specifically,Shenzhen Stock ConnectNet purchase of 251 million yuan on the 3rd,Industrial SecuritiesThe Shaanxi branch bought 132 million yuan in net purchases on the 3rd. Institutions’ participation in the Dragon and Tiger List involves a total of 41 shares, of which 26 shares were bought by institutions.Huaneng InternationalIt was bought the most, with a net inflow of 830 million yuan on the 3rd.
Resumption of 92 daily limit stocks: Papermaking power daily limit tide Zhejiang Xinneng 2 and 3 board
Today (September 23), the three major indexes fluctuated within a narrow range in the afternoon, and individual stocks generally rose, and the plates were differentiated. The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for the 45th consecutive trading day, continuing to set the longest historical record. From the perspective of the disk, papermaking, Hongmeng,Environmental Engineering, Green power and other sectors were among the top gainers, and phosphorous chemicals, organic silicon, PVDF, and coal chemicals were among the top decliners. Today, there are a total of 92 stocks daily limit, which is 36 shares less than the 128-share daily limit of the previous trading day. Among Shenwan’s 28 first-level industries, military industry and papermaking led the gains in the two cities.
The Shanghai stock index rose 0.38% and fell 0.38%, 43 stocks including Tianci Materials and Bairen Medical reached a record high
On September 23, the Shanghai Stock Exchange Index closed at 3642.22 points, up 0.38%;Shenzhen Component IndexIt closed at 14387.36 points, an increase of 0.77%; the ChiNext index closed at 3182.47 points, an increase of 0.57%.Oriental wealthChoice dataShow that today there are 43 stocks intraday stock prices hit a record high, includingGodsend materials、Bairen MedicalWait.According to the data, today’s 7 stocks’ intraday stock prices hit record highs, includingBorui DataWait.
Evening blockbuster news
Central Bank: Promote the reform of the convenient operation method of standing lending and implement the 300 billion yuan refinancing policy
September 23, the peopleBankConvene a video conference to promote the reform of the convenient operation method of standing lending, and implement the 300 billion yuan re-lending policy for small businesses. The peopleBankParty committee member and vice president Liu Guoqiang made a speech.The meeting pointed out that standing borrowing facilitiesinterest rateYescurrencymarketinterest rateThe upper limit of the corridor, promote the reform of the convenient operation method of standing borrowing and orderly realize the electronicization of the whole process, which is conducive to improving operation efficiency, stabilizing market expectations, and strengtheningBankThe stability of the liquidity of the system maintains the smooth operation of interest rates in the money market.
The State Council approved the “14th Five-Year Plan for Promoting the High-quality Development of Resource-Based Regions”
The National Development and Reform Commission shall, in conjunction with the Ministry of Finance, the Ministry of Natural Resources and other departments, strengthen work coordination, do a good job in overall coordination, strengthen tracking analysis and supervision and guidance, improve dynamic monitoring and evaluation mechanisms, ensure that the goals and tasks proposed in this plan are completed on schedule, and promote resources Accelerated transformation and upgrading, sustained and healthy development in large-scale regions, and timely reporting of major issues to the Party Central Committee and the State Council. Major matters, major policies and major projects involved in the implementation of this plan shall be submitted for approval in accordance with procedures.
The Supreme Law talks about anti-monopoly: promulgating anti-unfair competition judicial interpretations to protect fair competition
On September 23, the Information Office of the State Council held a press conference to introduce the situation regarding judicial service guaranteeing the building of a moderately prosperous society in an all-round way. Speaking of anti-monopoly justice, He Rong, the vice-president of the Supreme People’s Court in charge of daily work, said that the Supreme Law will publish a batch of typical anti-monopoly and anti-unfair competition cases and issue judicial interpretations on anti-unfair competition.
Shanghai Stock Exchange’s third quarterly report pre-disclosure timetable released
On September 23, the scheduled disclosure schedule for the third quarterly report of the Shanghai Stock Exchange was released.New Wave EnergyThe winner will be disclosed on October 13th. Subsequently,Real Madrid TechnologyMake an appointment for disclosure on October 14.Hecheng shares、Tongce Medical、Changchun Economic Development、Hebang BioWill be disclosed on October 15.
The Ministry of Agriculture and Rural Affairs issued the “Implementation Plan for Pig Production Capacity Regulation (Interim)”
The Ministry of Agriculture and Rural Affairs issued the “Implementation Plan for Pig Production Capacity Regulation (Interim)”. During the “14th Five-Year Plan” period, with reference to the production data of the national pork production of 55 million tons in normal years, the target for the regulation of the stock of breeding sows was set. That is, the normal population of reproductive sows is stable at about 41 million, and the minimum population is not less than 37 million.
The Ministry of Transport issued the “Action Plan for the Construction of New Infrastructure in the Transport Field”
The Ministry of Transport issued the “Action Plan for the Construction of New Infrastructure in the Transport Field (2021-2025).” By 2025, build a batch of new transportation infrastructure key projects, form a batch of application scenarios that can be replicated, formulate and revise a batch of technical standards and specifications, and promote the integrated development of the transportation infrastructure network, the transportation service network, the information network, and the energy network. The capabilities of perception, precise analysis, fine management, and meticulous service have been significantly enhanced, the in-depth application of intelligent management, and the comprehensive coverage of integrated services have effectively improved the operational efficiency, safety level and service quality of transportation infrastructure.
The first batch of FOF-LOF products have been approved. These 4 fund companies are preparing to issue and have a new hope for the citizens who are struggling to make money.
BrokerageThe Chinese reporter was informed that the first batch of FOF-LOFThe product has received regulatory approval, relatedfund companyIs preparing to release, the approved products include Bank of Communications Smart Selection Starlight closed operation for one yearHybridFOF-LOF, China Industrial Securities Global actively deployed three-year closed operation hybrid FOF-LOF, GF preferred configuration two-year closed operation hybrid FOF-LOF, and Minsheng Plus Bank Premium Balanced 6-month regular open hybrid FOF-LOF.
Hot sector stocks
See also the “20CM” daily limit! The strong trend of environmental protection stocks, the agricultural sector has also taken off?
China SecuritiesIt is believed that more diversified methods will be developed for ecological protection compensation in the future, and green investment in the equity market and ESG investment may become an important starting point.In the field of sanitation, we focus on recommending to benefit from the trend of electrification of sanitation equipment, and to have an overall environmental sanitation solution provider with the entire industrial chain of sanitation equipment manufacturing and sanitation operation investment.Infore Environment、Yutong Heavy IndustryandLongma Sanitation; In the field of waste incineration, we mainly recommend waste incineration faucets with a large increase in production capacityHanlan Environment; In terms of sewage treatment, it is recommended to pay attention to regional sewage operating companiesEnergy-saving country frame。
The concept of Hongmeng has soared! How big is the blue ocean of industrial interconnection?Complete reorganization of the beneficiary target
Chuancai Securities said that the growth rate of the number of Hongmeng system users has exceeded expectations, which may push China toward the era of Internet of Everything. The growth rate of the number of users exceeds expectations, which will undoubtedly give existing manufacturers confidence and accelerate the research and development of Internet of Things technology. The rigid demand of users for the interconnection of furniture, automobiles, and wearable devices will also attract industries such as traditional furniture to enter the field of Internet of Things, and further expand the scale of the Internet of Things industry.
Thematic strategy of the eight major brokers: Can the real estate sector buy bottoms at the moment?Follow-up stock selection ideas exposed
Guosen SecuritiesSaid that in the first half of the year, the tightening of policies caused by the high sales boom, the decline in profits caused by high land competition, and the industry worries caused by the credit incidents of some real estate companies were the three major reasons for the successive low valuations of real estate stocks. At present, the marginal decline in sales prosperity, the reduction of land competition in land auctions, and the gradual end of industry credit incidents reflect excessively pessimistic valuations of real estate stocks, which is expected to usher in further valuation restoration.For individual stocks, we recommendGemdale Group、Poly Development、Longfor Group、China Resources Land。
Listed companyannouncementFeatured
Minmetals Rare Earth: The actual controller intends to participate in the strategicReorganization
Minmetals Rare EarthAnnounced on the evening of September 23, received a notice from China Minmetals Corporation,Aluminum Corporation of ChinaGroup Co., Ltd., China Minmetals Corporation, Ganzhou Municipal People’s Government, etc. are planning the strategic reorganization of related rare earth assets. The relevant plan has not yet been finalized and needs to be approved by the relevant competent authorities.
Lushang Development: Freda Bio plans to introduce a pre-investment valuation of 3.6 billion yuan
Lushang Development(600223) announced on the evening of September 23 that the wholly-owned subsidiary of Freda Biosciences intends to introduce strategic investors through a public listing of capital increase and share expansion. This new share capital accounts for no more than 17.58% of the share capital after the capital increase.If the capital increase and share expansion are implemented smoothly, the company will remain the holding company of Freda Biotechshareholder. The reserve price for this listing is based on the assessed value. The pre-investment valuation is 3.6 billion yuan, which corresponds to the strategic investor’s reserve price not less than 738 million yuan.
Golden Circle: Intention to acquire the equity of Chenyu Mining Chenyu Mining was approved to newly mine salt lake lithium mine
Golden Circle(000546) In the evening of September 23, an announcement was made that Jinyuan New Energy, a wholly-owned subsidiary, signed a “Cooperation Framework Agreement” with its target company shareholders regarding the acquisition of shares in Chenyu Mining, and the latter intends to sell 51% of shares in Chenyu Mining. Chenyu Mining has a boron-magnesium mining license issued by the Department of Land and Resources of the Tibet Autonomous Region. It has been approved for new mining of salt lake lithium mines and potash mines, and is applying for new mining licenses.
Shengtun Mining: Proposed 6.19 billion yuan to invest in the construction of new energy materials projects
Shengtun Mining(600711) announced on the evening of September 23 that it plans to invest in the construction of new energy materials for 300,000 tons of battery-grade nickel sulfate, 300,000 tons of battery-grade iron phosphate and 10,000 metal tons of battery-grade cobalt products in Fuquan City, Qiannan Prefecture, Guizhou Province The total investment of the project is estimated to be 6.19 billion yuan.
Zhangjiang Hi-Tech: 200 million yuan to participate in the second phase of private equity of Shanghai Science and Technology Innovation Centerfund
Zhangjiang Hi-Tech(600895) On the evening of September 23, the board of directors agreed to the company’s participation in the investment in the private equity investment fund partnership (limited partnership) of the second phase of the Shanghai Science and Technology Innovation Center. The total amount of funds raised by the fund is 8 billion yuan, and the company subscribed as a limited partner to contribute 200 million yuan. Yuan.
Tianshun Wind Energy: Plan to build a wind turbine blade processing project of 500 million yuan
Tianshun Wind Energy(002531) On the evening of September 23, the company announced that the company will start a new energy equipment manufacturing project in Qian’an County, which is mainly engaged in fan blade processing. The total investment of the project is about 500 million yuan, and the annual production scale is 450 sets/90m blade blades. At the same time, the development of new energy projects was started, mainly for wind turbine models with a wind turbine power of 4000-5000 kilowatts or more.
Chuanheng shares:andFulin SeikoReached cooperation in the field of lithium iron phosphate cathode materials
Chuanheng shares(002895) Announcement on the evening of September 23, andFulin Seiko(300432) Signed a strategic cooperation agreement, and the two parties agreed to conduct capital cooperation in the upstream phosphate rock and phosphorus source of lithium iron phosphate cathode materials; in lithium iron phosphate cathode materials.
Chint Electric: Achieved a number of distributed photovoltaic power plants with a total installed capacity of 1556.7MW
Chint Electric(601877) On the evening of September 23, it was announced that Chint Aneng, a holding subsidiary, signed a cooperation framework agreement with relevant government departments in many places to promote the development of rooftop distributed photovoltaic power station projects in residents on the promotion of the pilot work of the entire county’s rooftop distributed photovoltaic development. The total contracted installed capacity involved is about 1556.70MW.
China Power Construction: Won the 7.571 billion yuan bid for the Kara Hydropower Project on the Yalong River
China Power Construction(601669) In the evening of September 23, an announcement was made that the company’s subsidiaries, China Water Resources and Hydropower Seventh Engineering Bureau Co., Ltd., China Water Resources and Hydropower Fifth Engineering Bureau Co., Ltd.,China Power ConstructionThe Group’s East China Survey, Design and Research Institute Co., Ltd. formed a consortium and won the bid for the general contracting project for the design and construction of the Kara Hydropower Station on the Yalong River. The winning bid amounted to 7.571 billion yuan.
Chongqing Iron and Steel: China Baowu increases its holdings of 1.46% of the company’s shares
Chongqing Iron and Steel(601005) Announcement on the evening of September 23, on September 22, the actual controller China Baowu passedbig dealMethod, the transfer of 130 million shares held by Chongqing Huanya Building Materials Co., Ltd.Chongqing Iron and SteelThe stock, accounting for 1.46% of Chongqing Iron & Steel’s total share capital, has a transaction price of 2.62 yuan per share.
Shengxin Lithium Energy: Intended to jointly invest 350 million US dollars to develop lithium carbonate and lithium hydroxide deep processing business in Indonesia
Shengxin Lithium Energy(002240) On the evening of September 23, it was announced that Shengxin International, a wholly-owned Sun company, intends to invest in a joint venture with STELLAR in Indonesia, in the Morovali Industrial Park (IMIP), Morovali County, Central Sulawesi Province Invest in a project with an annual output of 50,000 tons of lithium hydroxide and 10,000 tons of lithium carbonate, with a total project investment of approximately US$350 million; Shengxin International holds 65% of the equity in the joint venture. This investment will significantly expand the company’s lithium salt business production capacity.
(Article Source:Oriental wealthResearch center)
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