Check it out before bed! Oriental Fortune Net has sorted out the news of the evening, hot sector news and announcements of listed companies for investors' reference.
Shuo said today's A-share market situation:
A-share volatility consolidation: Liquor and pension concept stocks rose sharply Northbound funds sold nearly 5 billion
A-shares fluctuated and sorted out today, the Shanghai index recovered at 3400 points, and finally closed up 0.4% at 3441.85 points; deep The Composite Index rose 0.35% to close at 13966.79 points; the ChiNext Index fell 0.01% to close at 2921.34 points. The total transaction volume of the two cities was 843.3 billion yuan, the industry sector rose more and fell less, and liquor and pension concept stocks rose sharply. Northbound funds sold a net 4.781 billion yuan today.
60 billion white horse crashed and fell to the limit, the super bull sector fell collectively, and cyclical stocks also switched?
On Tuesday, A shares were picked up by the underlying funds, showing strength. Liquor led the rebound in big consumption, military industry and securities companies rose in the afternoon, and medical beauty and pension themes were active; nonferrous metals, coal, steel and other cyclical stocks cooled sharply. The market continues to kill a white horse for a day. Yesterday was Industrial Securities, and today it is the turn of China's Boulder with a market value of over 60 billion. Moreover, the chemical fiber sector, which has been quite bullish in the past year, has also been hit hard across the board. Rongsheng Petrochemical, Huafeng Chemical, Tongkun Co., Ltd., Hengli Petrochemical, Hengyi Petrochemical, Satellite Petrochemical and other fund heavyweight stocks have suffered heavy losses.
is totally crazy! The black line has skyrocketed again, but the cyclical stocks have collapsed! Liquor soared by 5% Moutai's 100 billion counterattack
fell terrifyingly in the morning, and then rose to become popular. A shares successfully deepened V today. Liquor stocks headed by Maotai took the lead and fought back strongly. After the opening of the market, Maotai’s share price rose sharply. Not only did it recover the lost ground of 1,900 yuan, but its market value soared by more than 100 billion. The securities companies of the bull market engine also rallied during the session. Huachuangyang An daily limit. Coal, steel, non-ferrous metals and other sectors, which had previously risen sharply, saw a significant correction today, leading the decline. Nonferrous metals and chemical fibers fell by more than 4%, and the steel sector fell by more than 3%.
Resource stocks end three consecutive rises, and the concept of elderly care has set a limit on the rise! The broader market bottomed out and the market is coming?
Today, the Shanghai Composite Index fell by more than 1% and fell below 3,400 points, the Shenzhen Component Index also fell by more than 1%, and the ChiNext Index fell by nearly 2% and fell below 2,900 points. The bulls are starting to fight back? Yang Jiaqian, an investment advisor at the Chongqing Xiaoxin Street Sales Department of Shenwan Hongyuan Securities, said that the three major A-share indices fluctuated widely today, and the indices have yet to show a clear rebound signal. Investors still need to operate cautiously.
Re-listing 90 daily limit stocks: the concept of pension concept daily limit tide Yalian Development 4 consecutive board
The index rebounded in the afternoon on May 11, individual stocks rose more and fell less, and nearly 80 stocks rose more than 9%, and the overall differentiation was large. On the plate, the non-ferrous metals, steel, coal, lithium ore and other resource sectors that have risen sharply recently led the decline. Today, a total of 90 shares rose by the daily limit, a decrease of 43 shares from the 133 daily limit of the previous trading day. Among the 28 first-level industries in Shenwan, food and military industry led the two cities. The
index bounced back in the afternoon and 21 stocks including Lin Weina and Chutianlong hit a record high
On May 11, the Shanghai Composite Index closed at 3441.85 points, up 0.40%; the Shenzhen Component Index closed at 13966.79 points, up 0.35%; the ChiNext Index closed at 2921.34 point, down 0.01%. According to the data of Oriental Fortune Choice, there are 21 individual stocks whose intraday share price hit a record high today, including Helin Weina and Chutianlong. According to the data, 71 stocks hit record lows in intraday trading today, including online and offline.
Evening news:
The Ministry of Finance and other 4 departments held a seminar on real estate tax reform.
On May 11, the Ministry of Finance, the Budget Working Committee of the Standing Committee of the National People's Congress, the Ministry of Housing and Urban-Rural Development, and the State Administration of Taxation hosted the real estate tax reform in Beijing. The reform pilot work symposium was held to listen to the opinions of the responsible comrades of some urban people's governments and some experts and scholars on the real estate tax reform pilot work.
Central Bank: A prudent monetary policy must be flexible, precise, reasonable and appropriate
The Central Bank releases the report on the implementation of China's monetary policy in the first quarter of 2021: In the next stage, a prudent monetary policy must be flexible, precise, reasonable and appropriate, and serve the real economy more prominently position, cherish the normal monetary policy space, and properly handle the relationship between economic recovery and risk prevention.
China Academy of Information and Communications Technology: China's April mobile phone shipments fell by 34.1% year-on-year
China Academy of Information and Communications Technology released an analysis report on the operation of the domestic mobile phone market in April 2021. The report pointed out that in April 2021, the total shipments of the domestic mobile phone market were 27.486 million units, a year-on-year decrease of 34.1%; from January to April, the total domestic mobile phone market shipments totaled 125 million units, a year-on-year increase of 38.4%. The domestic market shipped 21.42 million 5G mobile phones, accounting for 77.9% of the mobile phone shipments in the same period; 16 new models were launched, accounting for 50.0% of the new mobile phone models listed in the same period.
"Shenfangli" was reported to have a complex system that increased the difficulty of the investigation. A joint investigation team was established.
On May 11, according to a message sent to the public by "Shenzhen 12345", it was stated that in response to "Shenfangli"'s suspected illegal and illegal real estate speculation, the municipal party committee The government attaches great importance to it. At present, the city has established a joint investigation team to steadily promote the investigation and handling of the case. According to the information available, the "Shenfang Management" issue has the characteristics of involving a wide range of personnel, diverse sources of funds, concealed operation methods, industrial chain operation, and concealing illegal purposes with legal means, which brings certain difficulties to the investigation and handling of the case.
The first national litigation representative case was pronounced: Feile Audio was sentenced to compensate shareholders of 123 million
After the trial, the court held that the defendant Feile Audio’s behavior of inflating operating income and total profit in the published financial statements constituted securities misrepresentation Infringement shall bear civil liability for compensation. All 315 plaintiffs bought shares of Feile Audio from the implementation date of the false statement involved to the disclosure date.In the end, the court made a judgment in accordance with the law based on the loss assessment opinion of the China Securities Capital Market Legal Service Center. The defendant was sentenced to compensate the plaintiff for various losses totaling more than 123 million yuan, with an average compensation of more than 390,000 yuan.
is too wild! Is "Shenfang Management" involved in housing securitization and joint-stock real estate speculation? Official: A joint investigation team has been established
On May 11th, public market information showed that the "Shenzhen 12345" Shenzhen Municipal People's Government government service hotline responded to citizens, and the "Shenfang Management" problem involved a wide range of personnel, diverse sources of funds, and concealed operating methods. characteristics, which brings certain difficulties to the investigation and handling of cases. At present, relevant departments are working together to carry out investigation and handling work in full swing, and relevant investigation and handling results will be announced to the public in due course.
hot sector stocks:
Nuggets structural opportunities! Four industries, including mining, bucked the market and absorbed more than 5 billion yuan. The two major data reveal new trends in capital. Statistics show that in the 4 trading days since May, among the 28 industries at the Shenwan level, mining, banking, non-ferrous metals, steel and other four industries have shown a net inflow of funds, and the cumulative net inflow of funds during the period was 2.225 billion respectively. yuan, 1.42 billion yuan, 1.274 billion yuan and 420 million yuan, totaling 5.34 billion yuan.
html doubled in 29 days, hitting a record high! The first beneficiary of A-share Chia coin came toAlthough the semiconductor sector has been weak for a period of time, the super-strong trend of Guoke Micro has attracted market attention. On May 11, Guoke Micro rose 18.85% to 101.47 yuan, a record high. In just 9 trading days, the stock price has doubled. At present, the concept of hard disk mining is considered by many investors to be the next 10 times the stock market, and the same concept stocks such as Technology, Galaxy Magnet, Ziguang Guowei, Deep Technology, and Xinyuan Technology have also attracted market attention.
has huge room for growth! New energy vehicles are highly optimistic about the layout of three main lines.
Minsheng Securities believes that the current CS new energy vehicle index PE-TTM has dropped to 106.11 times, which is near the median PE in the past two years, and the valuations of industry leaders in 2021 have mostly dropped to 106.11 times. 40-60 times PE. In the short term, the 21Q1 performance of the main targets in the industry maintains high growth. The annual sales of new energy vehicles in 2021 are likely to exceed 2.5 million units. The midstream production schedule is relatively full and the certainty is strong; The new energy vehicle industry will continue to grow rapidly in 2018, and the industry has huge room for growth. Optimistic about the new energy vehicle industry, it is recommended to focus on three main lines.
00 billion "new long money"! A-share long cattle are on the way Aging industry chain see here
Industrial Securities stated that the third pillar of pensions plays an important role in the four major links of the economic cycle: production, distribution, circulation and consumption. According to our calculations, with the expansion of the scope of the third-pillar pension, a trillion-dollar fund will be formed in 10 years, which is comparable to the current enterprise annuity scale. effect. For the capital market, the gradual improvement of the third pillar will also bring hundreds of billions of "new long money" to the A-share market. The process of institutionalization is accelerating, and the A-share long bull is on the way.
Eight major brokerage theme strategies: heavyweight adjustment may be in place! Liquor is better at the moment, and food is relayed later. Since the beginning of the year, the judgment that liquidity tightening expectations and performance alternately affect the marginal trend of the sector has been verified. Looking forward to the second half of the year, the core choice is still to support the valuation by cashing in on performance. In terms of grasping the rhythm of the sector, considering the financial report base and cost pressure, we believe that before the interim report, liquor is still prioritized over food, and after the cost pressure is fully reflected, food companies will gradually increase their prices, laying the foundation for better performance, and it is expected to continue in the future.
Selected announcements of listed companies:
BYD: It plans to spin off its subsidiary BYD Semiconductor to list on the Growth Enterprise Market. BYD Semiconductor will continue to engage in the research and development, production and sales of power semiconductors, intelligent control ICs, intelligent sensors and optoelectronic semiconductors. In the future, BYD Semiconductor will focus on automotive-grade semiconductors to simultaneously promote the development of semiconductor business in the fields of industry, home appliances, new energy, and consumer electronics, and is committed to becoming an efficient, intelligent and integrated new semiconductor supplier.
Silan Micro: Added an annual output of 240,000 pieces of 12-inch high-voltage integrated circuits and power device chip technology improvement and expansion projects Recently launched the first 12-inch chip production line "an additional annual output of 240,000 pieces of 12-inch high-voltage integrated circuits and power device chip technology improvement and expansion projects", in Silan Jike's existing 12-inch integrated circuit chip plant Inside, through the addition of production equipment, the construction of supporting power and auxiliary equipment and facilities, and the decoration of purification workshops, an additional annual production capacity of 240,000 12-inch high-voltage integrated circuits and power device chips has been achieved. The total investment of the project is 2 billion yuan, and the implementation period is 2 years.
Guoguang Chain: It is planned to invest in the construction of Yunzhi Technology Operation Center Project
Guoguang Chain (605188) announced on the evening of May 11 that in order to speed up the company's development and enhance the company's competitiveness, the company plans to invest in the construction of "Jiangxi "Jiangxi" in Jizhou District, Ji'an City, Jiangxi Province. Guoguang Yunzhi Technology Operation Center Project". The project covers an area of about 62 mu, and the project investment scale is about 500 million yuan.
Zhongyuan Environmental Protection: The consortium invested 1.224 billion yuan in the construction of the PPP project of Taikang County’s Jiangji-Huaihuai supporting project.
Zhongyuan Environmental Protection (000544) announced on the evening of May 11 that the company and Henan Wujian Urban and Rural Construction Development Co., Ltd. formed a consortium to invest in the construction of Taikang County. The PPP project of Jiangxi-Huaihuai supporting project in Kangxian County has an investment of 1.224 billion yuan and a project period of 25 years (including a construction period of 3 years and an operation period of 22 years).
Shenyang Chemical: Sun's 300,000t/a new high-performance polyether polyol project was successfully commissioned The polyether polyol project was successfully tested on May 11. This project is a key construction project in Shandong Province. After the project is put into operation, it can not only greatly increase the company's operating income, but also promote the company's industrial structure adjustment and achieve greater improvement in differentiation and customization.
*ST Datang: Proposed acquisition of 100% equity of Datang Liancheng
*ST Datang (600198) announced on the evening of May 11 that it plans to invest in Telecom Research Institute, Datang Holdings, CITIC Mobile Fund, Structural Adjustment Fund, Financial Street Capital , Tianjin Yicheng, Tianjin Qiancheng, Tianjin Shoucheng and Tianjin Juncheng issued shares to purchase 100% equity of Datang Liancheng held by them. At the same time, it plans to raise supporting funds of 999 million yuan from the non-public issuance of shares of China Xinke Group. After completion, Datang Liancheng is expected to become a wholly-owned subsidiary of the listed company, and the business of the listed company will increase dedicated mobile communications, dedicated broadband radio and broadband mobile security applications.
China Nuclear Construction: It is proposed that the additional raised funds will not exceed 3 billion yuan.
China Nuclear Construction (601611) announced on the evening of May 11 that the proposed additional raised funds will not exceed 3 billion yuan, which will be used in the Yiling section of Gangyao Road, Yichang City. Road engineering PPP project, Dezhou Eastern Medical Center EPC project, Dangshan County People's Hospital New Campus Phase III Project, supplementary working capital.
China Unicom: 1.06% of its shares have been repurchased in total.
China Unicom (600050) announced on the evening of May 11 that as of May 10, 2021, the company has repurchased shares through centralized bidding transactions, accounting for approximately The highest price purchased was RMB 4.57 per share, the lowest price was RMB 4.17 per share, and the total amount paid was RMB 1.402 billion (excluding transaction fees such as stamp duty and transaction commission).
Newland: Subsidiary established a digital currency business company to focus on digital renminbi business.
Newland (000997) announced on the evening of May 11 that Beijing Yada Communication Network Co., Ltd., a holding subsidiary, is in order to meet the company's development needs and promote the implementation of digital currency business. The company's strategic layout is to establish a subsidiary Beijing Yada Digital Technology Co., Ltd. with its own funds. The registered capital of Yada Digital Technology Co., Ltd. is RMB 50 million, and Yada Company holds 100% of its equity. Asia University Digital Technology will focus on the ecological construction support and operation services of digital renminbi, and at the same time actively contribute to the construction, operation and promotion of digital renminbi international supporting facilities.
Whirlpool: The controlling shareholder plans to increase its stake by 1% to 5%.
Whirlpool (600983) announced on the evening of May 11 that the controlling shareholder Galanz Home Appliances, based on its confidence in the company's sustainable and healthy development and recognition of the company's value, in order to effectively maintain the majority of For the interests of investors, to promote the company's sustainable, stable and healthy development, and to maintain the company's good image in the capital market, it is decided to increase its shareholding in the company in the next 12 months. The proposed cumulative increase in shareholding ratio shall not be lower than 1.00% of the company's total share capital, and the shareholding increase ratio shall not exceed 5.00% of the company's total share capital.
A-share market outlook research and judgment:
Institutional market discussion: two important characteristics of the disk are surprising. Focus on the current market of low-value blue-chip stocks
, you may not be optimistic, but there is no need to be pessimistic.After all, during the adjustment process since the Spring Festival, we have experienced concentrated sell-offs and repeated bottom grinding, and the current systemic risks have basically been released. Under the support of the continuous economic recovery and the stable liquidity of Li, the essence of the market's positive trend has not changed. After many repetitions, it still has the foundation and potential for upward breakthroughs.
Jufeng Investment Consultant: Resource stocks stopped falling in the afternoon, the broad market gold needle bottomed
A shares opened lower in early trading, and cyclical stocks retreated across the board. , In the afternoon, the decline of resource stocks narrowed, and the stock index turned red. Generally speaking, the market is in the stage of shock bottoming, and the short-term opportunity of the market lies in the stimulation of events. We can appropriately lighten the positions of individual stocks that have encountered resistance in the rebound; in the medium term, we will pay attention to the pro-cyclical sector, but the short-term gains are too large, so pay attention to the risk of falling.
Yuanda: Do not chase after the bottom of the index.
At present, the market is still dominated by capital rotation. Funds are repeatedly converted between pro-cyclical varieties and institutional groups. On the whole, the market outlook requires a process of risk release. At present, the difficulty of operation is still there, and the market is still cautious. Most of the high-value and high-valued varieties cannot escape the adjustment of fate. It is recommended to avoid the high-level adjustment funds and reverse the low-level varieties. Therefore, for some recent markets, the increase is small. Pro-cyclical varieties with the potential to make up can be properly paid attention to, but we must pay attention to short-term thinking, and the position should be light.
Rongwei Securities Liu Sishan: The index rebounded in a V-shape throughout the day, and the concept of pensions rose sharply. Steel, non-ferrous metals, lithium batteries, digital currencies, etc. have been active repeatedly recently, and the market is highly maneuverable, so there is no need to be too pessimistic in the short term. Today, the securities sector is clearly supporting the market, indicating that the market remains volatile and has not changed, and the operation can absorb short-term differences on dips. Falling strong stocks.
Bai Rui Win: Financial support, the market has bottomed out and rebounded? On the technical side of
, from the main board, the Shanghai index is obviously hindered by the 3450 platform falling back to the dense area of the 6-day line and the 18-day line. If there is a strong main line in the market to push the index upside, we will pay attention to whether the 3500 mark can be effectively broken through. From the perspective of product indicators, the index of the Shanghai stock index bottoming and escaping from the top has turned red in 15 minutes to 60 minutes, indicating that the current index already has a technical rebound demand of the corresponding level. Next, patiently observe the changes of the indicators at the daily level.
Dexun Securities Gu: The rebound has appeared, the market may end the short-term shock pattern. The stock index that breaks the 144-day moving average has the desire to approach the 233-day moving average according to the principle of "reporting system". Therefore, below 3400 points is a short-term lure, adjust positions in time, and deploy quickly. The "mid-term adjustment" of the A-share market may be at an end, and the short-term market style will appear to be repeated or end-to-end. China's economic inflation risk is low, the policy environment is still friendly, and there is no systemic risk. The market may end the short-term volatility pattern.
(article source: Oriental Wealth Research Center)
Follow the WeChat public account [eastmoneynews] of Oriental Wealth Network, and push authoritative and professional financial news for you every day!
