Focus on A-share market daily breaking news, pointing out the investment direction for 200 million retail investors! Before reading the text, you must know one thing: few major funds will be stupid enough to raise the stock price to the daily limit as soon as the good news comes out, so please be patient and let the good news fly for a while, maybe you will find that something is wrong Same investment opportunity!
[Industry/Section/Theme Concept]
Shocking news 1: The Ministry of Culture and Tourism stated that tourism special trains will be resumed from now on and will be included in the management of the "circuit breaker" mechanism for inter-provincial tourism!
Last night, the Ministry of Culture and Tourism stated that from now on, travel agencies and online travel companies will resume the operation of special tourist trains. In accordance with the requirements of the "Notice of the General Office of the Ministry of Culture and Tourism on Strengthening Epidemic Prevention and Control and Scientifically and Accurately Implementing the Inter-Provincial Tourism "Circuit Break" Mechanism", the tourism special train business will be included in the unified management of the inter-provincial tourism "circuit breaker" mechanism. All localities must strictly implement the "Guidelines for the Prevention and Control of COVID-19 Epidemic for Travel Agencies", consolidate the main responsibilities of enterprises, and do a solid job in epidemic prevention and control of special tourism trains.
Message nature: short-term
Outbreak intensity: ★★★
Related companies: Zhangjiajie (000430), Lijiang Shares (002033), Western Region Tourism (300859), Guilin Tourism (000978), etc.
Breaking News 2: my country will accelerate the construction of major hydropower, pumped storage and large wind power photovoltaic bases and other major projects!
Recently, the Energy Bureau held a video conference on the analysis of the national renewable energy development and construction situation in June. The meeting requested that accelerating the construction of major renewable energy projects and projects such as major hydropower, pumped storage and large wind power and photovoltaic bases is an important part of promoting the implementation of the State Council's package of policies and measures to stabilize the economy. To seize the major opportunity when new renewable energy consumption is not included in the total energy consumption control, all power grid enterprises must proactively plan the power grid in advance and speed up the construction of transmission channels, main grids and distribution networks; all large central enterprises must play a role model It will play a leading role in further increasing the development and construction of renewable energy projects, and effectively promote better and faster development of renewable energy from both supply and consumption sides.
Message nature: short-term
Outbreak intensity: ★★★★
Related companies: Jiuzhou Group (300040), Guidong Electric Power (600310), Qianyuan Electric Power (002039), GCL Energy Technology (002015), etc. .
Breaking News 3: European electricity prices are approaching record highs, and demand for optical and storage systems will continue to explode!
This week, the spot price on the European Power Exchange once exceeded 400 euros/MWh, approaching a record high. European optical storage systems are hard to come by, requiring queues and even price increases. In this regard, some institutions believe that electricity prices in Europe will be difficult to drop back to the level of 2 yuan/kWh in the future, and the public's awareness of purchasing optical and storage systems has been established and irreversible. The delivery cycle is about 3-4 months, and there are cases where delivery cannot be made on time. There will be some progress in the first half of next year, but the situation will still remain tense. Enterprises in the industry chain sell to end customers through a two-level mechanism of distributors and installers, and a small amount of products are sold directly through large installers. At present, distributors increase prices by 15%-20%, and installers increase prices by 30%-35%. Price transmission is smooth.
Message nature: midline
Outbreak intensity: ★★★★
Related companies: COSHIDA (002518), Kelu Electronics (002121), Hewang Electric (603063), Huazi Technology (300490) wait.
Breaking News 4: The first provincial-level prepared dish industry fund was established, with tens of billions of investments leading development!
On July 7, the Guangdong Provincial Prepared Vegetable Industry Investment Fund was established. This is the country's first provincial-level prepared vegetable industry investment fund. It will form a fund system of 5 billion yuan of parent funds + 10 billion yuan of sub-fund groups, giving full play to the leading and driving role of chain owners in related enterprises in the upper, middle and lower reaches of the industrial chain. Promote Guangdong's prepared vegetable industry to strengthen and extend the chain. In this regard, some organizations believe that the development of cold chain logistics and the chaining of the catering industry have prompted B-side prepared dishes to usher in a period of rapid growth, and the prosperity of the prepared dish industry is expected to remain upward.Midstream food leaders and food manufacturers with unique competitive advantages have alpha revenue opportunities; raw material-end companies extend to the downstream high value-added prepared dish business, improve profitability, and have greater performance flexibility.
Message nature: short-term
Outbreak intensity: ★★★
Related companies: Qianwei Central Chef (001215), Longda Food (002726), Wei Zhixiang (605089), etc.
Breaking News 5: 16 departments jointly issued a document to implement a series of measures to revitalize the used car market!
On July 7, the "Several Measures for Energizing Automobile Circulation and Expanding Automobile Consumption" jointly issued by 16 departments including the Ministry of Commerce, the National Development and Reform Commission, and the Ministry of Industry and Information Technology was officially released. On the basis of systematic review and extensive research, the study proposed a series of measures to comprehensively develop second-hand car circulation: first, comprehensively cancel the relocation restriction policy; second, optimize transaction registration management. In this regard, some organizations said that automobile consumption, as a large-scale consumer product, is an important starting point for stabilizing the economy and promoting consumption. Second-hand cars are an important link in the entire life cycle of a car. Invigorating the circulation of second-hand cars can revitalize the stock of cars, stimulate the increase in new car consumption, drive the automobile aftermarket, and play a very important role in promoting tiered automobile consumption.
Message nature: short-term
Outbreak intensity: ★★★
Related companies: SINOMACH (600335), China Grand Automobile (600297), etc.
News 6: Vestas’ carbon beam patent expires this month, and the carbon fiber wind power application space is accelerating!
According to media reports, the carbon beam patent of Vestas, the world’s largest wind turbine equipment manufacturer, is about to expire this month. Since the application of carbon fiber materials in wind power blades has many irreplaceable advantages, other wind power manufacturers will launch wind power blade products using carbon beams, which will contribute a very large incremental market for carbon fiber in the wind power field. Wind power blades with carbon beams are expected to Accelerate on. Data shows that the carbon fiber required for my country's wind power blades will reach 30,600 tons in 2020, a year-on-year increase of 20%, becoming an important growth point for my country's carbon fiber industry. It is expected that the carbon fiber required for my country's wind power blades will reach 93,400 tons by 2025. Coupled with the rising demand in hydrogen energy , photovoltaics and other new energy fields, the carbon fiber market space is even broader.
Message nature: short-term
Explosion intensity: ★★★
Related companies: Guangwei Composite Materials (300699), Jilin Chemical Fiber (000420), Shuangyi Technology (300690), etc.
[Company Announcement/Company Trends]
CNNC Titanium Dioxide (002145) announced on the evening of July 7 that the company and Sichuan Weilide Energy Co., Ltd. signed a strategic cooperation agreement on the "Full Vanadium Redox Flow Battery Energy Storage Industry Chain" to create all-vanadium redox flow battery energy storage industry chain joint venture, the early stage will focus on the development of vanadium ore resources in Gansu Province, and strive to obtain high-quality vanadium ore resources at home and abroad. The two parties jointly plan to develop the long-term energy storage market across the country, focusing on Gansu and the surrounding northwest regions during the "14th Five-Year Plan" period.
Xianle Health (300791) plans to raise no more than 1.35 billion yuan to acquire the equity of Best Formulations, a leading contract R&D manufacturer of nutritional supplement products in the United States.
| Honghe Technology (002955) has an expected increase of 320.34%-358.56%. As overseas business revenue continues to maintain rapid growth; and the price of raw materials for intelligent interactive display equipment has dropped, the company's product gross profit margin and net profit margin have increased significantly compared with the same period last year. promote. The company will start laying out the after-school service business in 2021 and develop the "Honghe Three Points Companion" after-school service management platform. This business has signed contracts with 107 districts and counties in 68 cities and 23 provinces across the country, and there are more than 650 model schools.
Feirongda (300602) Jiangsu Feirongda’s “New Intelligent Power Supply and New Materials Industrialization Project” officially started construction. The project has a total investment of 5 billion yuan, covering an area of 358,049 square meters and a construction area of 555,191 square meters. The project content includes the construction of Feirongda High Conductivity Materials Research Institute, as well as the research, development, production and sales of gallium nitride high-power power supplies and other products.The start of the new smart power supply and new material industrialization project will be another milestone in the development history of Feirongda.
[Institutional seats/Northbound funds/ hot money ]
Institutional funds bought in a single day (10 million+): Paineng Technology 688063, energy storage + sodium-ion battery + lithium battery, 4 institutions bought and 1 institution sold Out, institutions net bought 188.85 million, which was the stock with the largest net purchases by institutions yesterday. Dongwei Technology 688700, special equipment, 3 institutions bought and 1 institution sold, the net buying of institutions was 89.25 million, accounting for 15.48%, and it was the stock with the largest net buying by institutions yesterday.
Institutional funds have purchased continuously within 10 days (10 million+): None yet.
Institutional funds sectoral position adjustment: On Thursday, institutions net bought 8 stocks with more than 10 million yuan and sold 8 stocks with more than 10 million yuan. Compared with Wednesday's data, when the market rebounded slightly, institutional buying increased slightly, selling significantly shrank to a weak zone, and the overall inflow and outflow of institutional funds was basically the same. From the perspective of sector capital flow, among the main hot spots, auto parts, which surged on Thursday, were heavily added by institutional funds, while complete automobiles, sodium-ion batteries, and HJT batteries were added to a small amount; there were clear institutional differences in energy storage and lithium batteries. , but inflows and outflows remained unchanged; photovoltaic and wind power positions were reduced to a small extent. Among the non-mainline hotspots, semiconductor components were heavily increased by major players, and photoresist , integrated die-casting, and autonomous driving were increased in small quantities; vanadium battery , which continued to rise sharply, was thrown out by institutions in large quantities, and small metals, chemical pharmaceuticals , chemicals, and semiconductor equipment were reduced to a small amount. Overall, institutional funds continue to flow back into auto stocks that have rebounded after continuous retracements, and pharmaceutical stocks continue to lighten their positions. The only semiconductor multi-branch among the track-themed Three Musketeers that has not been increased by institutions has seen an obvious inflow of institutional funds this week. However, The bottom position has not been fully filled yet!
Northbound funds bought in a single day (50 million+): The net inflow of northbound funds in a single day was 554 million yuan, and the net inflow in the past month was 59.046 billion yuan. COSCO Shipping Holdings , Tianqi Lithium , and Wuliangye received net purchases of 487 million yuan, 319 million yuan, and 195 million yuan respectively. Changan Automobile ranked first in net sales, with an amount of 646 million yuan.
Hot money bosses’ key targets: Liyang Road: net buying 82.3 million Panzhihua Iron and Steel Vanadium Titanium ; Sangtian Road: net buying 56.44 million Panzhihua Iron and Steel Vanadium Titanium, buying 11.71 million and selling 14.21 million Chuanyi Technology; Zhang Alliance leader: net Sold 96.56 million Panzhihua Steel, Vanadium and Titanium; stock trading to support the family: a net purchase of 51.31 million Dalian Heavy Industries on the 3rd, and a net sale of 18.76 million Wencan shares on the 3rd; Brother Zhao: bought 14.75 million Jiangling Motors .
[News changes/fund changes]
In the past week, Jingyang’s “ A-share hot news” stock collection:
This Thursday’s “A-share hot news”: Lu Chang Technology (002813), Gaohong Shares (000851 ), Baoming Technology (002992), good news and excitement, strong rise! Baoxin Technology 002514, the main force pushed it up, with a strong daily limit! Zhongtong Bus, Jinzhi Technology , Dalian Heavy Industry, hot money attacks, strong daily limit!
"A-share news" this Wednesday: Guoxuan Hi-Tech (002074), good news and excitement, strong daily limit! Tongfei shares 300990, the main force pushed it up, and it rose strongly! Chuanyi Technology, Baoxin Technology, and Tellus A, hot money snipers, surged strongly!
"A-share hot news" this Tuesday: Hongxin Electronics (300657), Minde Electronics (300656), Dongfang Electric Heating (300217), good news and stimulus, strong rise!
This Monday's "A-share news": Huayi Technology (688071), good news and stimulus, strong daily limit!
Last Friday's "A-share news": Desai Battery (000049), good news and excitement, strong rise!
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