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
A-share three major indexes collectively closed up, pork concept stocks rose sharply
October 19th,Shanghai IndexThe intraday maintained a strong and volatile trend, and the Shenzhen Component Index rose by more than 1% in the afternoon;Growth Enterprise Market IndexThe market bottomed out in the morning and rebounded strongly in the afternoon; most of the two cities’ sectors were strong, liquor stocks rebounded higher, and pork stocks performed strongly; financial and cyclical stocks collectively made efforts; the turnover of the two cities shrank slightly, with less than one trillion transactions; northbound fundsNet inflowAbout 3.9 billion yuan.
Poor performance, but the stock price has risen continuously, and the pork sector has bottomed out?The agency says so
On October 19, the pork sector rose again strongly, the sector index rose nearly 6%, as of the close, the sectorXinwufeng、Tiankang Biological、Shuanghui DevelopmentWait for the 6-share daily limit,Wen’s shares、Tianbang shares、new HopeWaiting to follow up.After-hours data shows that todayMain forceThe net inflow was 1.597 billion yuan, of whichZhengbang TechnologyReceived a net inflow of more than 300 million yuan,Shuanghui Development、new Hope、DabeinongAll other 5 shares received a net inflow of more than 100 million yuan.
The popularity of “Huawei + Energy Storage” has exploded with the two leading companies’ daily limit!The “invisible” surge in performance of the third quarterly report is here
Every time Huawei moves, it will cause a wave of changes in the A-share market.For example, in the popular concept of Hongmeng this year,Runhe SoftwareSuch big bull stocks. Huawei’s layout on energy storage this time also detonated A-share related concept stocks. As of the close, the energy storage concept rose 1.64%. In terms of individual stocks,Shenling Environment20% daily limit,Shandong Zhanggu、Jinko Technology、Shengyang sharesWait for the 5 stocks daily limit.
Long and Tiger List: 400 million yuan to grab a net purchase of 7 shares of new energy foreign investment institutions net purchase of 7 shares
October 19, on the listLonghubangAmong individual stocks, the largest net inflow of funds isXinji Energy, Is 398 million yuan. Data show that the stock rose 7.11% within a day, and rose 23.09% in three days. Specifically,CICCShanghai Hubin Road bought 128 million yuan on the 3rd. Institutions’ participation in the Dragon and Tiger List involves a total of 21 shares, of which 7 shares have been net-buyed by institutions.Dong EjiaoIt was bought the most, with a net purchase of 260 million yuan on the 3rd. The other 14 shares were net sold by institutions,Quartz sharesIt was sold the most, with a net sale of 193 million yuan on the 3rd.
Resumption of 86 daily limit stocks: agricultural and animal husbandry daily limit tide Yilijie Energy 2 even board
Today (October 19), the index fluctuated within a narrow range in the afternoon, the Shenzhen Component Index rose more than 1%, and the aquaculture sector was strong throughout the day.Xiaoming sharesAfter nearly 10 shares were closed, the turnover of Shanghai and Shenzhen stocks exceeded 970 billion yuan. On the disk, aquaculture, Hongmeng, PVFD, sodium-ion battery and other sectors were among the top gainers, and sectors such as hotel and catering, scenic spots and tourism, education, and airport shipping were among the top decliners. Today, there are a total of 86 stocks’ daily limit, which is 6 shares less than the previous trading day’s 92-share daily limit. Among 28 first-level industries in Shenwan, agriculture, forestry, animal husbandry, fishery,food and drinkLeading the gains of the two cities.
Shenzhen Component Index rose more than 1%, 23 stocks including CATL and JA Tech hit record highs
On October 19, the Shanghai Stock Exchange Index closed at 3,59.15 points, up 0.70%;Shenzhen Component IndexIt closed at 14,499.77 points, an increase of 1.04%; the ChiNext index closed at 3,297.29 points, an increase of 0.64%.Oriental wealthChoice dataShows that today, 23 stocks’ intraday stock prices hit record highs, includingNingde era、JA TechnologyWait.Data shows that today, 15 stocks’ intraday stock prices hit a record low, includingZhonghong MedicalWait.
Evening blockbuster news
Xi Jinping: Grasp the development trend and law of the digital economy to promote the healthy development of China’s digital economy
On the afternoon of October 18, the Political Bureau of the CPC Central Committee conducted the 34th collective study on promoting the healthy development of China’s digital economy.When presiding over the study, Xi Jinping, General Secretary of the Central Committee of the Communist Party of China, emphasized that in recent years, the Internet, big data, cloud computing, artificial intelligence, blockchain and other technologies have accelerated innovation and have increasingly integrated into the entire process of economic and social development. The digital economy has developed rapidly, The wide range of radiation and the depth of impact have never been seen before, and it is becomingReorganizationThe key force of global factor resources, reshaping the global economic structure, and changing the global competitive landscape.
The Central Office and the State Council issued the “Opinions on Further Strengthening the Protection of Biodiversity”
Recently, the General Office of the Central Committee of the Communist Party of China and the General Office of the State Council issued theJohnsonOpinions on the Protection of Biodiversity”, and issued a notice, requiring all regions and departments to conscientiously implement them in light of actual conditions. It is required that by 2025, continue to promote the background investigation and assessment of biodiversity conservation priority areas and national strategic areas, build a national biodiversity monitoring network and a relatively stable biodiversity protection spatial pattern, and take national parks as the main nature protection The land occupies about 18% of the land area, and the forest coverage rate has increased to 24.1%.
Han is holding a symposium at the National Development and Reform Commission: Study and improve the market-oriented formation mechanism of coal and electricity prices
Han Zheng, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Vice Premier of the State Council, held a symposium at the National Development and Reform Commission on the 19th to study and deploy relevant key tasks in the fourth quarter of this year and early next year. Han Zheng emphasized that it is necessary to give full play to the role of coal, electricity, oil and gas transportation guarantee mechanism, further strengthen overall coordination, and ensure the safe and stable supply of energy and electricity this winter and next spring. Strengthen classification guidance and policy coordination, and effectively increase coal production capacity under the premise of meeting safety and environmental protection requirements. Study and take effective measures to resolutely curb and control the hoarding and speculation in accordance with laws and regulations.
The National Development and Reform Commission studies the implementation of intervention measures on coal prices in accordance with the law
Recently, coal prices have risen rapidly, hitting record highs in succession, greatly pushing up production costs in downstream industries, and adversely affecting power supply and winter heating, and all aspects of society have responded strongly. In response to the above situation, in order to do a good job in ensuring supply and price stabilization in the coal market, on the afternoon of October 19, the National Development and Reform Commission organized key coal enterprises, the China Coal Industry Association,China PowerThe Enterprise Confederation held a special seminar on coal this winter and next spring on the working mechanism of energy supply to study the implementation of intervention measures on coal prices in accordance with the law.
24 departments including the Ministry of Commerce issued the “Fourteenth Five-Year Plan for the Development of Service Trade”
24 departments including the Ministry of Commerce issued the “Fourteenth Five-Year” Service Trade Development Plan. Looking forward to 2035, the high-quality development pattern of service trade will be fully established. The endogenous driving force for the development of service trade is stronger, the development environment is more optimized, and the management system is more complete. The contribution of service trade in building a new development pattern and building a modern and powerful socialist country has become more prominent. The international competitiveness of service trade ranks among the top in the world, the new advantages of participating in international economic cooperation and competition have been significantly enhanced, and the status of “Chinese Services” in the global value chain has been significantly improved.
Zhengzhou Commercial Exchange: Thermal coal futures contract price limit adjusted to 10%
Starting from the night trading on the night of October 20, 2021, the price limit of thermal coal futures contracts has been adjusted to 10%. From the settlement on October 21, 2021, the trading margin standard for urea futures 2112, 2201, 2202, 2203, 2204 and 2205 contracts has been adjusted to 10%, and the price limit has been adjusted to 9%. From the settlement on October 29, 2021, the trading margin standard for urea futures 2203, 2204 and 2205 contracts has been adjusted to 15%.
Regulators: No new changes in the implementation of the real estate bond financing policy
There is news today that real estate companies have received window guidance on bond issuance on the exchange. A reporter from China Business News learned from close to supervisors.real estateThere is no new change in the implementation of the bond financing policy. “If there are new regulations, the exchange will publicly release it.”
The Ministry of Industry and Information Technology further strengthens the safety management of new energy vehicles
The Ministry of Industry and Information Technology issued a public solicitation of opinions on the “Guiding Opinions on Further Strengthening the Construction of New Energy Vehicle Safety System” (Draft for Solicitation of Comments). The draft suggested that the relevant suppliers should be reassessed in a timely manner for recalls caused by product quality. Encourage suppliers of key parts and components to open up necessary data protocols related to product safety, quality comments, and quantity analysis.
Shanghai issued the “Implementation Opinions on Accelerating the Building of an International Green Finance Hub to Serve Carbon Peak and Carbon Neutrality Targets”
With the goal of achieving carbon peaks and carbon neutrality as the lead, we will closely integrate the concept of green development with the construction of Shanghai’s international financial center. By 2025, the energy level of Shanghai’s green finance market will be significantly improved, and the role of the main green direct financing platform will become more prominent.CreditThe proportion has increased significantly, the business innovation of green financial products has become more active, the green financial organization system has been further improved, and a world-class green financial development environment has been formed.
Ministry of Industry and Information Technology: Orderly promote the reduction of the industrial sector and the efficient use of fossil energy
Zhao Zhiguo, a spokesperson for the Ministry of Industry and Information Technology and Director of the Information and Communication Administration Bureau, said that since the beginning of this year, energy prices in the international market have risen sharply. There has indeed been a power cut, which has caused certain impacts on the normal production and operation of enterprises and the stability of the industrial chain and supply chain.
Ministry of Culture and Tourism: Make good use of the tourism service quality guarantee fund policy to further support the recovery and development of travel agencies
Local cultural and tourism administrative departments should improve their work accounts, guide and urge relevant travel agencies and enterprises to complete changes and filing of margin information on the national tourism supervision service platform in a timely manner; attention should be paid to strengthening dynamic supervision and credit supervision, and paying full margins for failures to comply with requirements Travel agencies that fail to make up the security deposit as required after the expiry of the policy shall be investigated and dealt with in accordance with laws and regulations. Areas that have already carried out the deposit pilot program must formulate a complete plan, accurately do a good job of policy linkage, and ensure that the role of the deposit in protecting the legitimate rights and interests of tourists cannot be weakened.
Hot sector stocks
The condiment leader announced a price increase!The agency said the price increase cycle has reached the list of concept stocks first look
After industry leaders announce price increases, whether other companies follow the rise has aroused market concern.Guosen SecuritiesSaid that considering that the industry’s cost and channel pressures are relatively high this year,Haitian Flavor IndustryAfter the price increase, it is expected that other competitors will follow the price increase after waiting for a period of time. The price increase cycle of the condiment industry has come.
Peak season price increase and policy resonance! Express delivery leader will usher in a wave of valuation increase market?
Southwest SecuritiesSaid that the peak season price increase and policy resonance continue to verify.The slowdown in macroeconomic growth is also accompanied by the decline in domestic consumption growth and the expected decline in the growth rate of express delivery. The supply-side price war has eased and continued to materialize.PerformanceRepair gradually. We maintain the view in the 2021H2 Express Investment Strategy Report that we are fully optimistic about the rebound of franchise express delivery: the government’s anti-monopoly overweighting of the platform economy and tightening of supervision will restrict the willingness of e-commerce capital expansion, which will change the supply growth of the express delivery industry in the long term. It is expected to increase the valuation of existing express delivery companies.
Huiquan Beer, Lanzhou Yellow River daily limit liquor stocks rebound! What signal does the degradable plastics strengthen?
Shenang Securities pointed out that, driven by policies such as the “plastic ban”, both ends of the supply and demand of PBAT are expected to increase significantly.Although in the short term, the increase in the price of BDO raw materials has caused PBAT profits to decline, in the medium and long term, BDO production capacity is expected to be gradually released, and PBAT profits are expected to recover. It is recommended to pay attention to those with integrated advantages.Hengli Petrochemical、Xinjiang Tianye、Donghua TechnologyAnd other integrated leading enterprises.
The market for drinking and eating meat is back! Is it a “day trip” again?
Bank of China SecuritiesSaid that liquor is our most promising industry at present, and consumption has shown strong resilience, and the valuation switch can be successfully completed, focusing on deterministic growth varieties and improved low-valuation varieties. In the first half of this year, due to the base number, the first-line wine report was relatively stable, and the second- and third-tier wine performance was explosive, so the second- and third-tier stock prices performed better. However, we believe that the performance stability of the first-tier wines in the second half of the year is better than that of the second and third-tier wines. At this stage, the overall opportunities for the first-tier wines are better.
The theme strategy of the eight major brokerage firms: a miserable loss! Pig companies survived the darkest moment, the pig sector counterattacked in the fourth quarter?
Tianfeng SecuritiesSaid that in the short term, although the industry’s average slaughter weight has dropped significantly compared with the previous period, the frozen meat inventory is still high, and the factors that suppress the increase in pig prices in the short term are still obvious. It is expected that the short-term bottom of pig prices will fluctuate mainly; Breeding sows have begun to gradually disappear. The bottoming of the current pig cycle is relatively clear. The low valuation of pig stocks can provide a margin of safety, and the investment value of pig stocks has gradually become prominent.
Listed companyannouncementFeatured
Aier Ophthalmology: Plans to acquire a number of eye hospitals
Aier Ophthalmology(300015) announced on the evening of October 19 that it intends to acquire 55% of Anshan Aier, 51% of Cangzhou Aier, 51% of Fuyang Aier, and 72.7273% of Langfang Aier held by Aier Anxing. Equity, 80% equity of Qinhuangdao Aier. After negotiation by all parties, the transaction price of 55% of Anshan Aier is 46.625 million yuan, the transaction price of 51% of Cangzhou Aier is 86,725,500 yuan, the transaction price of 51% of Fuyang Aier is 39,382,200 yuan, and the price of Langfang Aier is 72.7273 The transaction price of% equity is 47,272,700 yuan, and the transaction price of 80% of Qinhuangdao Aier is 59.056 million yuan.
Lanshi Heavy Equipment: Signed a strategic cooperation agreement with Asian Silicon Industry
Lanshi Heavy Equipment(603169) Announced on the evening of October 19, signing a strategic cooperation agreement with Asian Silicon Industry, Asian Silicon Industry will give priority to selection under the same conditionsLanshi Heavy EquipmentAs a product and service provider, Lanshi Heavy Equipment provides professional, integrated, and all-round factory inspection and maintenance services for the Asian Silicon Industry on polysilicon projects.
Shengde Xintai: Signed 116 million yuan to sell super stainless productscontract
Shengde Xintai(300881) On the evening of October 19, the company announced that the company recently signed the “Industrial Products Sales Contract” with Harbin Boiler Factory Co., Ltd., and the company sold super stainless steel pipes and alloy steel pipes to Harbin Boiler Factory. The contract amount was 116 million yuan (tax included) , Accounting for the company’s 2020 auditedOperating income13.14% of the total.
Ningbo Construction: Subsidiary consortium won the bid of 1.028 billion yuan in the general contracting of urban road construction projects
Ningbo Construction(601789) announced on the evening of October 19 that the holding subsidiary Municipal Group won the bid for the general contracting (EPC+F) of the urban road construction project in Xiangtan Economic Development Zone as a consortium. The winning bid was 1.028 billion yuan and the total construction period was 3 years. The municipal group is the leader of the consortium.
Conlongda: Intended to increase capital andEquity transferAcquisition of 33.33% equity of Bingwu Tiancheng
Conlongda(603665) On the evening of October 19, it announced that it intends to acquire the Jiangxi Bingwu Tiancheng Environmental Technology Co., Ltd. (Cingwu Tiancheng) 16.67% equity; and to increase the capital of Bingwu Tiancheng with its own or self-raised funds of 150 million yuan, and subscribe for the newly added registered capital of 15 million yuan (that is, 16.66% after the capital increase of Bingwu Tiancheng). After the completion of this transaction, the company will hold 33.33% equity of Bingwu Tiancheng.
Huicheng Technology: HoldingshareholderPlan to increase the company’s shares by no less than 100 million yuan
Huicheng Technology(002168) On the evening of October 19, it was announced that Chongqing Lvfa Urban Construction Co., Ltd. (hereinafter referred to as “Lvfa Urban Construction”), the controlling shareholder of the company, intends to spend no less than 100 million yuan of its own within 6 months from October 20. Or self-raised funds are allowed through the Shenzhen Stock Exchange’s trading system, including but not limited to centralized bidding, continuous bidding andbig dealIncreasing holdings of the company’s shares in other ways.
Nanling Civil Explosion: Intended to acquire 100% shares of Ipuli from tomorrowSuspension
Nanling Civil Explosion(002096) Announced on the evening of October 19 that it is planning to issue shares and/or pay cash to purchase 100% of the shares of Ipli Trading will be suspended from market time.
Amic: Lidocaine and Tetracaine Cream Obtained Drug Clinical Trial Approval
Amic(300896) On the evening of October 19, it was announced that the company’s wholly-owned subsidiary Beijing Nobot Biotechnology Co., Ltd. declared on August 5 that the application for the clinical trial of lidocaine and tetracaine cream was obtained by the national government on October 18. “Notice of Drug Clinical Trial Approval” issued by the Food and Drug Administration. The product of this project is a chemical generic drug of lidocaine and tetracaine cream (trade name Pliaglis), which is mainly used for local anesthesia of intact skin before surgery on adult superficial skin.
Guangdong Electric Power A: It is planned to invest 6 billion yuan to develop 1.2 million kilowatts of photovoltaic power generation projects
Guangdong Electric Power A(000539) In the evening of October 19, it was announced that the company signed the “Framework Agreement” with the Gangcha County People’s Government of Haibei Tibetan Autonomous Prefecture, Qinghai Province on the same day in Xining City. The two parties plan to jointly promote the investment and development of 1.2 million kilowatts of photovoltaic power generation projects in Gangcha County by Guangdong Electric Power, with a planned land area of 20,000 mu and a total investment of about 6 billion yuan. After the completion of the project, the annual power generation capacity is about 1.8 billion kWh, which is expected to reduce carbon emissions by 1.8 million tons and save 600,000 tons of standard coal each year.
Xinyuan Technology: Obtained a license from Shanghai Xitai to hold 5.334%
Xinyuan Technology(300472) On the evening of October 19, the company announced that the company learned that Shanghai Xitai Investment Management Co., Ltd. served as the manager of the seriesfundOn October 18th, it accumulatively increased its holdings of 519,700 shares of the company, accounting for 1.95% of the company’s total share capital. After this equity change, the series of funds under which Shanghai Xitai Investment Management Co., Ltd. is the manager holds a total of 14.22 million shares of the company. It accounts for 5.334% of the company’s total share capital. The increase of Shanghai Xitai’s shareholding is based on its investment plan to increase its shareholding in the company, and there is no plan to continue to increase its shareholding in the next 12 months.
(Article Source:Oriental wealthResearch center)
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