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 shrank and oscillated, the wine and lithium battery sectors led the rise
The three major A-share indexes oscillated today, and finally closed mixed.Shanghai IndexClosed slightly down 0.07%, to close at 3536.79 points;Shenzhen Component IndexIncreased by 0.12%, to close at 15011.35 points;Growth Enterprise Market IndexIncreased 0.41% to close at 3463.79 points. The turnover of the two cities fell below one trillion yuan, and today’s turnover was 966.7 billion yuan. The industry sector was mixed, with winemaking and lithium battery sectors leading the rise. Northbound funds bought 3.064 billion yuan in net today.
Top-flow fund managers shot 150 billion white horse daily limit! “Huawei in the Snack World” has four consecutive stop-limits!
The Shanghai stock index was weak and fluctuated in the morning, and it pulled up in the afternoon, and it was close to turning red; the Shenzhen Component Index and the ChiNext stock index rose and fell in the morning, and rose slightly in the afternoon; market sentiment rebounded in the afternoon, and most sectors turned up.Lithium batteries, semiconductor chips, photovoltaics, and other high-prosperity sectors that have fallen recently began to rebound and repair today; what is known as “Huawei in the snack world“Yanjin shopToday continues to lower the limit, becausePerformanceThunder, the stock has 4 consecutive limit drops;Sanan OptoelectronicsThe daily limit was reached in late trading, with a turnover of nearly 4.4 billion yuan.
A share false alarm, the semiconductor sector once again strengthened! Snack leader fell more than 30% in 4 days
This afternoon, the semiconductor sector began to exert force, driving the index to continue to rise.As of the close, the semiconductor index rose by 2.06%,Abison、Jufei Optoelectronics、Sanan OptoelectronicsWait for the daily limit.todaySanan OptoelectronicsAfter the daily limit, the total market value returned to above 150 billion yuan, at 150.6 billion yuan. Many listed companies in the semiconductor industry chain have issued performance forecasts for the first half of the year. Judging from the situation in the second quarter, they all continued the high growth trend of the first quarter, and the performance of some companies exceeded market expectations.
Dragon and Tiger List: 280 million to raise Leon Micro’s foreign investment net buys 5 shares, institutions net buys 15 shares
July 20th, on the listLonghubangIn individual stocks, fundsNet inflowThe most isLeonwei, A net purchase of 280 million yuan in three days. Data show that the stock rose 8.89% within a day, and the cumulative increase in the three days was 20.99%. Institutions’ participation in the Dragon and Tiger List involves a total of 25 shares, of which 15 shares were bought by institutions.LeonweiIt was bought the most, with a net purchase of 519 million yuan in three days. The other 10 shares were net sold by institutions,EasyIt was sold the most, with a net sale of 187 million yuan in three days.
72 daily limit stocks resumed: MiNiLED daily limit tide Zhongrun Resources 4 Jin 5 board
Today (July 20), the size index opened lower due to external influences and picked up in the afternoon. Individual stocks in the two markets had mixed gains and declines, and turnover shrank below one trillion. On the disk, the recently adjusted lithium battery, chip, photovoltaic and other high-performance rebound repairs, and the defensive sectors such as medicine and medical treatment and liquor have changed. Today, there are a total of 72 stocks daily limit, which is 2 shares less than the 74 stock daily limit of the previous trading day. Among Shenwan’s 28 first-level industries, military industry and electronics led the gains in the two cities.
ChiNext index rebounds, Jianlong Micro-Na, Luyang Energy Conservation and other 28 stocks hit a record high
On July 20, the Shanghai Composite Index closed at 3536.79 points, down 0.07%; the Shenzhen Component Index closed at 15011.35 points, up 0.12%; the ChiNext Index closed at 3,463.79 points, up 0.41%.Oriental wealthChoice dataShows that today, 28 stocks’ intraday stock prices hit record highs, includingJianlong Micro-Na、Luyang Energy SavingWait.The data shows that 71 stocks hit a record low in today’s session, includingBank of ChongqingWait.
Heavy evening news:
Heavy!The implementation of the three-child policy and supporting support measures is here
By 2025, the active childbirth support policy system will be basically established, the service management system will be basically complete, the level of prenatal and postnatal care services will be significantly improved, the construction of the inclusive childcare service system will be accelerated, the cost of childbirth, parenting, and education will be significantly reduced, the fertility level will be appropriately improved, and the birth population The sex ratio tends to be normal, the population structure is gradually optimized, and the population quality is further improved.
Li Keqiang: We have reached the critical moment when we must speak out and strengthen basic research
Li Keqiang inspected National Natural Science on July 19fundThe committee also presided over a symposium. The prime minister said at the meeting: “We have reached the critical moment to speak out to strengthen basic research.” Li Keqiang said that the school’s education in basic subjects such as mathematics, physics and chemistry should be improved, and more basic research talents should be cultivated. Introduce outstanding talents through multiple channels to promote the improvement of basic research.
Office of the State Council: Revised and promulgated the “Market Access Negative List” before the end of the year, and carried out pilot projects to relax market access
The General Office of the State Council issued the “National Deepening of the Reform of “Decentralization, Management and Service”, and Focus on Cultivating and Stimulating the Vitality of Market Entities, and the Key Task Division of Video and Teleconferences.” The plan is proposed: the “Market Access Negative List (2021 Edition)” will be revised and issued before the end of 2021, selected regions that meet the requirements to carry out pilot projects for market access relaxation, study market access efficiency evaluation standards and explore comprehensive evaluations to further unblock market participants Complaint channels and response mechanisms for hidden barriers.
State-owned Assets Supervision and Administration Commission: the future steel, transmission and distribution equipment field or the establishment of a new central enterprise
State-owned Assets Supervision and Administration Commission spokesperson Peng Huagang said, “In the strategicReorganizationIn terms of the next step, the SASAC will steadily promote the reorganization and integration of central enterprises in industries such as steel and transmission and distribution equipment manufacturing, and actively cultivate new central enterprise groups in relevant fields in a timely manner. “Peng Huagang said that promoting the reorganization and integration of central enterprises is an important measure to accelerate the optimization of the state-owned economy’s layout, structural adjustment, and improve the efficiency of resource allocation. It is of great significance to maintaining the stability of the industrial chain and supply chain.
Ministry of Industry and Information Technology: Implementation of differentiated policies for the replacement of photovoltaic glass production capacity
The Ministry of Industry and Information Technology issued a notice on the implementation measures for capacity replacement in the cement and glass industry, prohibiting the filing and construction of new cement clinker and flat glass projects with expanded production capacity. If it is really necessary to build a new building, a capacity replacement plan must be formulated and the capacity replacement implemented. The photovoltaic rolled glass project does not need to formulate a capacity replacement plan, but a capacity risk early warning mechanism must be established. The measures will come into effect on August 1, 2021.
General Office of the State Council: Reduce the burden of renting housing taxes and fees to help young people alleviate housing difficulties
On July 20, the General Office of the State Council issued the “National Deepening of the “Decentralization, Administration, and Service” Reform, Focusing on Cultivating and Stimulating the Vitality of Market Subjects. The Video and Telephone Conference Key Task Division Program”. The “Division Program” clarified 25 key tasks in five areas. The “Division of Labor Plan” mentioned that it is necessary to protect the basic people’s livelihood, do our best and do what we can, focus on strengthening compulsory education, basic medical care, basic housing and other guarantees, improve unemployment protection, and guarantee the basic rights and interests of flexible employees, and gradually increase the protection. Level, weave tightly the social security “safety net”.
Xinhua Hot Comment: The pig price must be stable to stabilize the pig price and stabilize the “vegetable basket” of the people
The price trend of pork is directly related to the price trend of food.To a large extent, the pig price is stabilizedCommon people“Vegetable Basket”. To stabilize pig prices, it is necessary to take into account short-term and long-term goals, give full play to the role of an effective market and a promising government, focus on smoothing out the “pig cycle” of price fluctuations, and construct the “four beams and eight pillars” of the price control of important livelihood commodities such as pork. . in this way,Common peopleThe “vegetable basket” can be carried more stably and comfortably.
Guangzhou: Training institutions shall not conduct illegal training for kindergarten children in the name of preschool classes, etc.
On July 20, the Guangzhou Education Bureau issued the “Measures for the Supervision and Management of Training Institutions in Guangzhou (Draft for Solicitation of Comments).” According to the “Draft for Solicitation of Comments”, off-campus training institutions for primary and middle school students (including kindergarten children) charge training fees according to semesters or class hours, and must not use discounts, additional class hours, etc., for more than 3 months and 60 class hours are packaged and bundled in advance. training fee. In addition, it is also required that training institutions shall not train kindergarten children in violation of regulations in the name of pre-school classes, preschool connection, etc.
Hot sector stocks:
The price of lithium hexafluorophosphate exceeded 400,000 yuan/ton, and the activity of the lithium battery industry increased sharply (with shares)
After reaching a high of 300,000 yuan/ton, the market price of lithium hexafluorophosphate has broken through the 400,000 yuan/ton mark for the first time in a month. At the same time, the frequent news of large orders and production expansions of related companies all reflect the current degree of popularity of the lithium battery industry market. At present, the orders of major manufacturers are saturated, and the market is in short supply. Under the strong demand of the power market, the demand for electrolyte is growing rapidly, and electrolyte manufacturers are also actively expanding production.
The latest list of stocks to be bought by the star fund is coming, please collect it in time
On July 20, the second quarterly report of Ruiyuan Growth Value Mixed Management managed by Fu Pengbo was disclosed. The report shows that the fund still maintained a relatively high position operation in the second quarter, with stocks accounting for 89.81% of the fund’s total assets. Some adjustments were made to the key companies deployed in the first quarter, focusing on potential investment opportunities such as compound semiconductor materials, electric intelligent transformation and e-cigarettes.
The “drinking and taking medicine” market has shown that the core asset is still the main line of investment?
Tianfeng SecuritiesIt is mentioned that in the liquor industry, we still maintain the logic of optimizing the second high-end for the whole year. In the second half of the year, we are optimistic about the targets with improved margins and flexible performance. There are three main reasons for continuing to be optimistic about the sub-high-end: first, the consumption upgrade driven by the expansion of the middle class; second, the rise of high-end prices, opening up space for the sub-high-end price belt; third, the craze for sauce and wine is gradually digested, and the impact on the sub-high-end is less.
The military industry stocks suddenly violently lifted this field, and another market of hundreds of billions is here!
Beijing Capital Securities stated that the military industry market has recovered and it has seized the opportunity for gold to enter the market. After years of iterative accumulation of military technology and a surge in demand for armaments during the 14th Five-Year Plan period, some leading companies in the sub-industry with high technological content and high barriers have high technology content. Military stocks can match the technology stocks, and the future has a large room for imagination. With strong certainty, steady cash flow, and fast growth, it is a high-quality and stable “ballast stone” in various industries in the A-share market.
The theme strategy of the eight major brokers: “drinking” market is exquisite!Grasp the first-line liquor and look for the second and third-line high elasticity
Shanxi SecuritiesSaid that this year’s second- and third-line small wine stock price increase and the first-line famous wine stock price increase has a large gap, the sector market is divided. Although the short-term valuation is relatively high, the long-term value of the industry should be emphasized, and time should be traded for space. The overall prosperity of the liquor industry fundamentals remains unabated. Although the base figure is relatively high in the second half of the year, the performance growth rate in the second half of this year is expected to be lower than that in the first half of the year, but the structural prosperity continues. In addition, the mid-term report of liquor performance is expected to usher in high growth, which is a solid support for the valuation of the sector. Hold the first-line liquor tightly and look for the second and third-line high elasticity.
Listed companyannouncementFeatured:
Jiuding New Materials: Plan to inject “5G millimeter wave CPE” and other related business assets
Jiuding New Materials(002201) In the evening of July 20, the company announced that the company intends to intentionally acquire not less than 51% of the equity of Tongchuan Jiufang Schindler Microwave System Co., Ltd. held by Tianjian Jiufang and Zhongkedi in cash together with Zhengwei Financial Holdings. High Microwave Systems Co., Ltd. shall have no less than 51% equity. The transaction is expected to constitute a major asset reorganization. The counterparty intends to inject related business orders such as “Ka-band low-orbit satellite transceiver module”, “5G millimeter wave CPE” and corresponding SIP packaged multifunctional chip products and intellectual property rights into the target company so that it can be systematically incorporated into the company Main business.
Gaoce shares: It is planned to invest more than 1.6 billion yuan to build a 20GW photovoltaic large silicon wafer and supporting projects in Leshan
Gaoce shares(688556) announced on the evening of July 20 that the company intends to invest in the construction of 20GW photovoltaic large silicon wafers and supporting projects in Leshan City, Sichuan Province. The total investment of the project is estimated to be about 1.649 billion yuan. The project is planned to be implemented in two phases. The project is scheduled to start production in 2022 and is not expected to have a significant impact on the company’s 2021 annual performance. The company announced on the same day that it plans to publicly issue convertible corporate bonds of no more than 490 million yuan for use in Leshan 20GW photovoltaic large silicon wafers and supporting projects (the first phase of 6GW).
Tianjian Group: Jointly won the bid of 1.132 billion yuan water plant project
Tianjian Group(000090) It was announced on the evening of July 20 that the consortium formed by the wholly-owned subsidiary Municipal Corporation and the Shanghai Municipal General Administration was the winning bidder for the “General Contracting (EPC) for the Design, Procurement and Construction of the Expansion and Reconstruction Project of Shenzhen Donghu Water Plant”. The price is 1.132 billion yuan.
Sui Hengyun A: It is planned to invest in the construction of two fishing and light complementary photovoltaic power generation projects
Sui Hengyun A(000531) In the evening of July 20, the company announced that the company increased its capital by 75% of the holding company Hengpeng Company to invest 325 million yuan to invest in the construction of the 400MW fishing and light complementary photovoltaic power generation project in Longtian, Chaonan; from the wholly-owned subsidiary Henglong The public increased its capital by 120 million yuan, and Henglong Company increased its capital by 120 million yuan to the holding company Guangyao Company according to the proportion of 75% of the shares to invest in the construction of Chaoyang Heping 150MW fishing and solar complementary photovoltaic power generation project.
China Metallurgical: Subsidiary plans to participate in the subscription of 1 billion yuan in the Beijing Daxing Airport Economic Zone Development Fund
China Metallurgical(601618) On the evening of July 20, the company announced that the company has signed a strategic cooperation framework agreement with the fund sponsor Beijing Xinhangcheng Holdings Co., Ltd., aiming to further increase the investment and development of Beijing Daxing International Airport Airport Economic Zone through fund cooperation. The fund size is 10.51 billion yuan. Shanghai Baoye, a subsidiary of the company, invested 1 billion yuan to participate in the subscription of Beijing Daxing Airport Economic Zone Development Fund (Limited Partnership).
Tiantie shares: Subsidiary plans to invest 1 billion yuan to build lithium salt and other projects
Tiantie shares(300587) On the evening of July 20, it was announced that Changjili New Energy, a wholly-owned subsidiary of the company, intends to invest in the construction of an annual output of 50,000 tons of lithium salt, 3800 tons of alkyl lithium series and supporting products in the Longqiao Chemical Park in Lujiang High-tech Zone , The total investment of the project is about 1 billion yuan, forming an annual output of 30,000 tons of anhydrous lithium chloride, 10,000 tons of battery-grade lithium carbonate, 10,000 tons of battery-grade lithium hydroxide, 10,000 tons of chlorinated n-butane, and chlorinated secondary The production capacity of 2,000 tons of butane, 2,600 tons of n-butyl lithium, 400 tons of sec-butyl lithium, 400 tons of methyl lithium, 400 tons of silyl ether alkyl lithium, and 8,000 tons of high-efficiency heat-resistant modified resin.
Fulin Seiko: Plans to invest 4 billion yuan to build lithium iron phosphate cathode material project
Fulin Seiko(300432) On the evening of July 20, it was announced that the company’s subsidiary Jiangxi Shenghua New Materials Co., Ltd. planned to invest in a new project with an annual output of 250,000 tons of lithium iron phosphate cathode materials, with an estimated total investment of 4 billion yuan.
A-share market outlook research and judgment:
Institutional market: Three positive factors support the strong A-share market and continue to explore low-value products
The support of the A-share market is still relatively strong. On the one hand, the overall environment is improving, whether it is supported by the economy or liquidity; on the other hand, the intensive release of medium-term forecasts supports and boosts the market as a whole; in addition, the overall inflow of foreign capital has slowed recently, but the overall inflow The boost remains. For investors who have a good grasp of opportunities, they can still make specific allocations, but the best thing is to seek relatively certain opportunities, avoid chasing high, and continue to explore products with strong performance and low valuations.
Xiangcai Securities: The external plunge failed to crush the A-share forward index and became a stubborn red!
In the environment of the external slump, A-shares went quite tenaciously, and the ChiNext closed at a red market, indicating that A-shares are less affected by the outside world, so of course continue to do more hot spots, but do not chase higher. Continue to do more structural market, the hot spots are still what we said last week: military industry, chemical industry, non-ferrous metals.
Hexin Investment Advisory: Indexes continue to reverse the return of growth stocks collectively
Technically, the current risk of the index is greater than the opportunity. Although the amount is sufficient, it does not provide a boost for the index to rise. The short-term continuous fluctuation probability is relatively high. In the operation, the position is controlled well, and the opportunity is selected to buy low. Whether it is technology or lithium batteries, the rise does not form a consistent expectation, so this rise should not be easily chased. The market risk has not been lifted, but at the same time the space and strength of the fall are relatively limited, so the best way is to avoid it. In the direction of greater volatility, in military industry, epidemics, carbon neutrality, and resources, it is enough to combine the broader market to buy low and sell high.
Deutsche Securities Co., Ltd.: Market volatility, bottoming out, rebound is about to start
During the shock process, the trading opportunity should be captured in the interval of the cycle, and the market style may be switched repeatedly in constant shocks. Therefore, it is extremely important to adjust positions and exchange shares. Make mistakes, and profits will be settled quickly. Grasp the structural opportunities and welcome the intermediate rebound in the later period.
Qian Kun Investment: The alarm is sounded when it falls below one trillion!Structural rebound technology is still king
The Shanghai Composite IndexThis morning it dropped to 3509 points and pulled it back again. It came out of the technical signal of double needle bottoming as mentioned yesterday. This is a good thing, indicating that there is obvious support near 3,500 points. This week’s focus is on the defense of 3,500 points. There is a high probability of continued weak shocks. This shocking process is also a process worth participating in, but in the medium term, we still need to be vigilant about this position.
Yuanda: The shock pattern does not change the high and low switching to find opportunities!
From a short-term perspective,SSE 50as well asCSI 300There is a round of upward anti-drawing trend at the 30-minute level. Therefore, whether the above two major weighted sectors can rebound as scheduled will be the determining factor in whether the Shanghai and Shenzhen stock market indexes can expand upward. Otherwise, once the Shanghai Stock Exchange Index cannot break through the 3541-point 55 moving average suppression, it is not ruled out that it will return to the 3500-point integer support.
Bairui wins: A-share resilience reappears after a severe fall in the periphery
Technically, today the Shanghai Index opened 24 points lower at 3515 points, and the GEM opened lower 18 points at 3431 points. It opened lower in early trading and then oscillated. It repeatedly oscillated and supported in the 3506-3514 interval in the resonance area of the previous time-sharing low point. Live, and then shocked and rebounded. Looking at the current market situation, technically, the market is currently in a rebound cycle in the resonance zone of the time-sharing low point. If there is no sudden negative, the market will continue to rebound.
Rongwei Securities Liu Sishan: the short-term shock adjustment of the stock indexes of the two cities does not change the mid-term upward trend
From a technical point of view, after the continuous adjustment of the Shanghai stock index, the short-term and medium-term moving averages have been arranged in a short position, and they have repeatedly oscillated around the 60-day line. The market outlook is expected to continue to rise after the bottom is stabilized. Generally speaking, the European and American stock indexes fell across the board, but the A-share market was quiet. Although the recent trend has been continuously adjusted, the overall magnitude is not large. Once the market outlook stabilizes, the stock index will continue to rise. In terms of operation, it is recommended to pay attention to the pre-increasing performance of the interim report. Blue chip with excellent performance.
(Article Source:Oriental wealthResearch center)
.