Home » A-Share Market Evening News: The structural market is expected to continue to be the leader in low-interest industry segmentation

A-Share Market Evening News: The structural market is expected to continue to be the leader in low-interest industry segmentation

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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

The three major A-share indexes closed mixed today.Shanghai IndexAnd the Shenzhen Component Index closed slightly higher,Growth Enterprise Market IndexGreen plate closed. The turnover of the two cities reached 1.34 trillion yuan. The industry sector rose less and fell more.insuranceNon-ferrous metalsThe sector led the gains. Northbound funds bought a net 6.203 billion yuan today.

A-shares are enthusiastic about the periodic table of lithium, phosphorus, sodium, fluorine, indium, nickel related stocks and many daily limit!

On August 27th, Lithium, Sodium, Silicon, Phosphorus, Fluorine, Indium, Nickel… related stocks rose collectively on the A-share market. Many netizens said that they regretted not learning the periodic table well in junior high school. The phosphorous chemical sector in the A-share market rose the most, among the sectorsChuanjinnuoYuntianhuaChuanheng sharesWait for the daily limit of many stocks. The lithium ore sector rose closely behind. Among the plates,Yahua GroupShengxin Lithium EnergyDaily limit.

190,000 shareholders stunned 60 billion white horse flash crash: more than 20 minutes to stop

In less than half an hour, the 60 billion white horse suddenly crashed and fell to the limit, and the 190,000 shareholders were confused. 60 billion white horseHualan BioThere was a flash crash in the afternoon. As of the close of the market, the stock price had closed the limit of 32.05 yuan per share, leaving a market value of 58.5 billion yuan, and 87,200 lots were still on the limit of trading and could not be traded. It is reported that,Hualan BioInterim report will be disclosed on August 30, 2021. Pharmaceutical stocks affected by the epidemicPerformanceThere is a lot of uncertainty, and the market speculates that the interim performance may fall short of expectations.

Dragon and Tiger List: 660 million to grab GEM’s foreign investment to buy 8 shares and institutions to buy 18 shares

On August 27th, on the listLonghubangIn individual stocks, fundsNet inflowThe most isGrammy, Is 660 million yuan. Data show that the stock’s daily daily limit closed, and the stock price hit a record high. Specifically,Guotai JunanShanghai Jiangsu Road bought 325 million yuan in net,Shenzhen Stock ConnectThe net purchase was 257 million yuan. Institutions’ participation in the Dragon and Tiger List involves a total of 36 shares, of which 18 shares were bought by institutions.China ChemistryIt was bought the most, with a net purchase of 595 million yuan in three days. The other 18 shares were net sold by institutions,Riyue sharesIt was sold the most, at 179 million yuan.

Resumption of 104 daily limit stocks: Phosphorus, fluorine chemical daily limit tide Zhongyan Chemical 2-connected board

Today (August 27), the three major indexes are divided, and individual stocks in the two cities rose less and fell more, with a turnover exceeding 1.3 trillion yuan, breaking through 1 trillion yuan for the 28th consecutive trading day. On the disk, phosphorous chemicals and fluorine chemicals were among the top gainers, and general aviation, assisted reproduction, and online travel were among the top decliners. There are a total of 104 stocks daily limit today, an increase of 22 shares from the 82-share daily limit of the previous trading day. Among Shenwan’s 28 first-level industries, non-ferrous metals and automobiles led the gains.

The Shanghai stock index oscillated and closed up 0.59%, 66 shares including GEM and Tianqi Lithium hit a record high

On August 27, the Shanghai Stock Exchange Index closed at 3,522.16 points, up 0.59%;Shenzhen Component IndexIt closed at 14436.89 points, up 0.15%; the ChiNext index closed at 3257.07 points, down 0.23%.Oriental wealthChoice dataShows that today, 66 stocks’ intraday stock prices hit a record high, includingGrammyTianqi LithiumWait.Data shows that today, 43 stocks’ intraday stock prices hit a record high, includingKaidi sharesWait.

Evening blockbuster news

The State Council issued the “14th Five-Year Plan for Employment Promotion”

The State Council recently issued the “14th Five-Year Plan for Employment Promotion.” The “Plan” proposes that by 2025, the overall employment situation will be stable, the quality of employment will be steadily improved, structural employment contradictions will be effectively alleviated, the employment momentum driven by entrepreneurship will continue to be released, and risk response capabilities will be significantly enhanced. The “Plan” improves support and guarantee measures from five aspects, including strengthening party leadership, strengthening financial guarantees, improving policy effects, encouraging exploration and innovation, and earnestly organizing implementation.

General Administration of Market Supervision: rectify all kinds of medical beauty advertisements, focus on cracking down on the creation of “appearance anxiety”, etc.

The General Administration of Market Supervision publicly solicits opinions on the “Guidelines for the Enforcement of Medical Beauty Advertisements”, rectifies all kinds of medical cosmetology advertisements in accordance with the law, and strives to solve the problems of great harm and concentrated public feedback, and focuses on the following situations: violation of good social customs, manufacturing “Appearance anxiety” improperly associates poor appearance with negative evaluation factors such as “low energy”, “laziness” and “poverty” or improperly associates outstanding appearance with positive evaluation factors such as “high quality”, “diligence” and “success”.

“Niu San” Fang was arrested on August 27 for a joint “killing pig plate” for stealing the hat

“Niu San” Fang was arrested today by Zhejiang Jinhua police. A reporter from China Business News learned from the police that Fang had repeatedly joined the “black mouth” since November 2019, and was suspected of manipulating the securities market in a way of “grabbing the hat” and making huge illegal profits. On July 22nd, he was arrested by the task force in Guangzhou, and was approved for arrest on August 27th. Previously, a large number of retail investors encountered a certain “killing pig”, which caused a sensation in the market after the exposure. After the CSRC and the public security organs intervened, the biggest beneficiaries behind the scenes finally surfaced.

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The China Securities Regulatory Commission intends to impose administrative penalties on Beijing culture and related responsible personnel in accordance with the law and adopt market prohibition measures

The official website of the China Securities Regulatory Commission announced on the 27th that it intends to impose administrative penalties on Beijing culture and related personnel responsible in accordance with the law and take measures to ban market entry. The China Securities Regulatory Commission stated that financial fraud and false information disclosure have severely eroded the foundation of market integrity and seriously damaged the legitimate rights and interests of investors. This has always been the focus of the CSRC’s supervision and enforcement.

China Securities Regulatory Commission: It will collate and summarize the clues of listed companies’ problems found in the annual report review for further verification and inspection

The China Securities Regulatory Commission stated that it will sort out the clues of listed companies’ problems found in the annual report review, submit them to the front-line supervisory authorities for further verification and inspection, and deal with them in accordance with relevant supervisory arrangements. Regarding issues where the Accounting Standards for Business Enterprises are not clear or have only principled regulations, and the implementation of listed companies is controversial, the regulatory standards shall be clarified in the form of issuing guidelines for the application of regulatory rules.

The central bank reminds again: Bitcoin and other virtual currencies are not legal tenders without actual value support

Today, at the media briefing of the 2021 “Financial Knowledge Popularization Month, Financial Knowledge Enters Ten Thousands of Households, Striving to Be a Rational Investor and Becoming a Good Financial Netizen”, the Chinese peopleBankYin Youping, deputy director of the Financial Consumer Rights Protection Bureau, said that the virtualcurrencyRelated transactions are pure investment speculation. The public should increase their risk awareness, consciously stay away from them, and protect their “pocket”.

Five departments issued the “Administrative Measures for the Echelon Utilization of Power Batteries for New Energy Vehicles”

The Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Ministry of Ecology and Environment, the Ministry of Commerce, and the State Administration for Market Supervision have recently jointly issued the “Administrative Measures for the Echelon Utilization of Power Batteries for New Energy Vehicles.” The “Measures” proposes to encourage cascade utilization companies to cooperate with enterprises in the production of new energy vehicles, power battery production, and scrap motor vehicle recycling and dismantling, strengthen information sharing, use existing recycling channels, and efficiently recycle used power batteries for cascade utilization. Encourage power battery manufacturers to participate in the recycling and cascading use of waste power batteries.

Shanghai adjusts the shortlisting ratio of new commercial housing subscription as high as 1:2.5

August 27, Shanghaireal estateTrading Center’s official website “onlinereal estate“releaseannouncementIn the fourth batch of newly-built commercial housing listings on the market, the subscription ratio of some projects has been adjusted. The reporter noticed that after this adjustment, the real estate with the highest subscription ratio reached 1:2.5, which means that more buyers will be shortlisted for the new house lottery.

The Finance and Economics Committee of the National People’s Congress and the Budget Working Committee of the Standing Committee of the National People’s Congress: Preventing and Controlling Government Debt Risks

The General Office of the Central Committee of the Communist Party of China recently issued the “Opinions on Strengthening the Examination and Supervision of Government Debt by Local People’s Congress.” Shi Yaobin, vice chairman of the Finance and Economics Committee of the National People’s Congress and director of the Budget Working Committee of the Standing Committee, said at the meeting that it is necessary to fully understand the important background and significance of the formulation and promulgation of the “Opinions”, and fully grasp the important deployments, important tasks and tasks proposed by the “Opinions”. It is clearly required to effectively strengthen the review and supervision of government debt by local people’s congresses, prevent and control government debt risks, and achieve a long-term balance between stable growth and risk prevention.

One line and two sessions remind: stay away from illegal products!These phenomena may be pits

In order to keep the money bags of financial consumers, the peopleBank, China Banking and Insurance Regulatory Commission, China Securities Regulatory Commission, and the State Cyberspace Administration of China have joined forces!peopleBankVice President Liu Guiping said that it is necessary to further strengthen financial risk warnings. For example, in this event, the focus of education and publicity on rational investment and reasonable lending was highlighted, and the establishment of value investment and long-term investment concepts was emphasized. Financial fraud, we must resolutely stay away from illegal products launched on illegal platforms by illegal institutions.

Hot sector stocks

There are new trends in northbound funds!Opportunities are mainly concentrated in the performance camp

Yuanda pointed out that the weak and turbulent pattern of the market has not changed, but the trend of northbound funds also indicates that there are structural opportunities in the market. Therefore, in operation, everyone should continue to control positions within 40%, and do a good job of defense while tapping market opportunities. . In terms of specific strategies, the structural market is still focused on the direction of technological growth. It is recommended to continue to explore the direction of upstream strategic resources (metals) extending upward from new energy vehicles, military industry chains, and hydrogen energy, especially those with industry advantages. If you divide the leader, you can consider low sucking.

Lithium battery sector reappears daily limit tide brokerage research report: Lithium salt rigidity gap is difficult to make up before 2023

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Open source securitiesResearch reportSaid that the latest battery-grade lithium carbonate quotation has reached more than 100,000 yuan / ton, due to the tight supply and demand of the global lithium industry, it is difficult to change, and lithium mines are prone to rise but hardly fall under the rigid gap. The research report believes that the rigidity gap of lithium salt before 2023 is difficult to make up, and the long-term shortage of supply will easily cause the price to continue to soar, and even hit the historical high level of 160,000 yuan in the early period.

Favorable policies support the continuous rise of the phosphorus chemical sector. Institutions recommend two main lines to seize investment opportunities (with shares)

  CITIC SecuritiesSaid that the country is currently in the autumn fertilizer preparation period, demand continues to be released, international demand is still good, and the price of phosphorous chemicals is expected to remain high under the support of tight supply and demand and the price of raw materials.In addition, new energyAutomobile industryThe boom is rising and the demand for lithium iron phosphate is improving. Lithium iron phosphate is expected to become the preferred cathode material in the market due to its safety and low cost advantages. It is recommended to follow the trend and grasp the upward cycle of the phosphorus chemical industry.

Chuanjinnuo “20cm” daily limit! How big is the profit margin for the concept of phosphorus chemical industry to take off?

Wanlian Securities pointed out that phosphorusChemical IndustryThe supply and demand pattern has begun to change, and key raw materials will gradually change from tight balance to short supply: traced back to the upstream of the industrial chain, phosphorus sources accounted for up to 52% of the production cost of iron phosphate, so upstream such as phosphate rock and industrial-grade monoammonium phosphate Material price changes will significantly affect the production cost and profit margins of lithium iron phosphate. Phosphate ore at the top of the industry chain is a world-class strategic resource. Due to its scarcity and non-renewable characteristics, global supply continues to shrink.

“Industrial master machine” ushered in the development trend! Pay attention to the current round of non-ferrous major cycle market (with stock)

New Era Securities mentioned that the heavy policy catalyzed the development of the “industrial host machine”. The State-owned Assets Supervision and Administration Commission Party Committee’s expanded meeting emphasized the strengthening of key core technologies for industrial mother machines, high-end chips, new materials, new energy vehicles, etc.; the 14th Five-Year Plan accelerates the R&D and industrialization of high-end CNC machine tools and intelligent processing centers; Enterprise development focuses on industries such as new generation information technology, high-end equipment manufacturing, new energy, new materials, and biomedicine.

Themed strategy of the eight major brokerage firms: fully embrace the third rise of independent brands!The list of automotive industry chain targets is here

  China Sea SecuritiesSaid that the current automobile market as a whole is still in a cyclical upward direction, and the recovery of restorative growth continues. After the epidemic, the concentration of the domestic automobile market will be further increased, and the new energy automobile industry chain and smart automobile-related companies with structural opportunities are mainly recommended.maintainAutomobile industry“Recommended” rating, key recommendationBYDKobodaZhongke ChuangdaFarah ElectronicsRyoden Electric ControlGAC GroupandChangan Automobile

Featured Listed Company Announcements

  Ping An of China:firstRepurchaseThe company’s A shares cost 29.37 million yuan

  Ping An of ChinaOn the evening of August 27, the company announced that the company purchased 570,400 A shares for the first time today, accounting for 0.00312% of the company’s total share capital. The total amount of funds paid is 29,374,100 yuan (excluding transaction costs), the lowest The transaction price was 51.19 yuan/share, and the highest transaction price was 51.96 yuan/share.

  *ST Datang: Plans to acquire 95% equity of Datang Liancheng for 1.4 billion yuan to lay out in Tetong’s information industry

  *ST Datang(600198) Disclosure of major assets on the evening of August 27ReorganizationAccording to the plan, the company plans to acquire a 95.001% stake in Datang Liancheng for 1.408 billion yuan, and raise supporting funds of approximately 1 billion yuan from China Xinke Group’s non-public issuance of shares. After the completion of the transaction, the company’s business will increase dedicated mobile communications, dedicated broadband radio and broadband mobile security applications, etc., and the company will expand to the Tetong information industry.

  He Forging Intelligence: Strategic cooperation with Chery Automobile to jointly declare “high-end CNC machine tools and basic manufacturing equipment” and other major national science and technology projects

  He Forging Intelligence(603011) On the evening of August 27th, the company announced that the company and Chery Automobile signed a “strategic cooperation agreement”, the two parties will be in the automotive field parts and equipment production line, new materials and new processes in the automotive field, new applications, national and provincial science and technology projects In-depth cooperation with high-tech components such as internal high pressure and hot forming. The cooperation content includes: joint declaration of “high-end CNC machine tools and basic manufacturing equipment” and other major national science and technology projects.

  Zhifei:Received key data of phase III clinical trial of recombinant new coronavirus vaccine (CHO cell)

  Zhifei(300122) On the evening of August 27th, the company was informed that the recombinant new coronavirus vaccine (CHO cell) developed by the company’s wholly-owned subsidiary Zhifeilongkoma and the Institute of Microbiology of the Chinese Academy of Sciences has obtained key data from phase III clinical trials . The key data results of the completed phase III clinical trial prove that the recombinant new coronavirus vaccine (CHO cell) has good safety and disease prevention effects in the population that meets the clinical trial protocol.

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  Guodian Power: 1 billion yuan to participate in green and low-carbon development investmentfund

  Guodian Power(600795) The announcement on the evening of August 27th that the company will cooperate withChina ShenhuaLongyuan Power, National Energy Group Capital Holdings, National Energy Fund Management Company, jointly funded the establishment of National Energy Green and Low-Carbon Development Investment Fund (Limited Partnership), the company as a limited partner with its own funds to invest 1 billion yuan.The scale of the fund is 6.01 billion yuan, and the fund’s investment scope includes equity investment in green and low-carbon projects andM&AWait.

  Xiamen Xiangyu: A total of 136 million yuan in government subsidies

  Xiamen Xiangyu(600057) After the business announcement on August 27, the company (including its wholly-owned and holding subsidiaries) received a total of 136 million yuan in government subsidies from January 1, 2021 to August 20, accounting for the company’s most recent audited fiscal year. Attributable to the company’s common stockshareholderofNet profit10.43% of the total.

  Tianneng shares: It is planned to use super-raised funds to invest in the construction of a 10GWh lithium battery project in Huzhou South Taihu Base with an annual output of 10GWh

  Tianneng shares(688819) announced on the evening of August 27 that the company intends to use super-raised funds and its own funds to increase capital to its subsidiary Huzhou New Energy to implement the annual production of 10GWh lithium battery project in Huzhou South Taihu Base. The estimated total investment of the project is 3.973 billion yuan. The company intends to use the entire fund balance of the over-raised funds account (including over-raised funds of 1.135 billion yuan, balance funds of 22.026 million yuan and interest income) to increase capital in Huzhou New Energy, and the shortfall will be made up by the company with its own funds or self-raised funds.

A-share market outlook

Institutions on the market: three factors affect the operation of A-shares, beware of short-term changes in the market

Various uncertainties are superimposed on the differentiation of the market, especially in the recent structural market, there is no main line, no hot spots, the market phase still needs to be cautious. For investors with heavier positions, you may wish to appropriately reduce their holdings and wait and see, and wait for the new direction of the market to be clear before making new decisions. For investors with low positions, individual stocks can be played appropriately, and the overall position also needs to wait for new opportunities.

After-hours institutional strategy: market structural market is expected to continue to be the leader in low-sucking industry segmentation

Yuanda pointed out that the overall rebound in the market today is weak, and the market’s weak and turbulent pattern has not changed; however, the trend of northbound funds also indicates that there are structural opportunities in the market. Therefore, in operation, everyone should continue to control their positions within 40%. Be good at defensive and at the same time tap market opportunities. In terms of specific strategies, the structural market is still focused on the direction of technological growth. It is recommended to continue to explore the direction of upstream strategic resources (metals) extending upward from new energy vehicles, military industry chains, and hydrogen energy, especially in segments with industry advantages. For the leader, you can consider low-breathing.

Xiangcai Securities: What does the index split up to the limit but increase against the trend?

There has been a slight divergence between the indexes. These are all regular fluctuations and will not affect the expansion of the structural long market. We will continue to lock in the recent hot topics and actively do more. Judging from the profit-making effect of another important indicator, over 80 stocks in the two cities have their daily limit, which is 20 more than yesterday. This shows that the structural market is still running in an orderly manner. Investors do not need to worry, focus on hot spots and do more patiently. .

Hexin Investment Advisory: Resources continue to rise strongly, lithium batteries collectively soar

The market problem is not big, but the opportunities are mainly concentrated in the performance camp, so as long as the operation is around the performance point, it is best to start from the sector and find some high expectations. There is no problem for the time being, but pay attention to the time node. After all, the performance hype is Don’t be the last one to take over if there is an end.

Rongwei Securities Liu Sishan: Index differentiation chemical industry soars

Technically, the broader market is in a box shock, and the index is under pressure on the 60-day moving average. The index rebounded, but the divergence was serious. The structural market was obvious. Individual stocks fell more and rose less. However, today’s sentiment has picked up. The index rebounded weakly today. At the same time, the market weakens every time banks, securities,insuranceWaiting for financial weights to support the market, indicating that the broader market has limited room to fall, and there is no need to panic too much about the short-term market index or it will maintain a shock pattern.

Bairuiying: The index rises and falls to observe the trend of market style

Technically, the Shanghai Stock Index today’s time-sharing high is near 3530. It has been blocked and has not been able to rebound and break through, indicating that the market is not willing to attack. Since there is no desire to break through, you can be cautious in today’s rebound. The point is that the market is tempted by grinding, and there is the possibility of repeated shocks in the future.

(Article Source:Oriental wealthResearch center)

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