Financial News
Two departments: Encourage power users to sign annual or above green electricity trading contracts with new energy companies to lock in a longer-term and stable price level.
Ministry of Natural Resources: Comprehensively launch a new round of domestic prospecting operations for strategic minerals, and strengthen the construction of new basic surveying and mapping systems, real-life three-dimensional China, and smart city spatio-temporal big data platforms.
Shanghai Stock Exchange : Promote the smooth transition of the real estate industry to a new development model and assist the development of digital economy and platform enterprises.
China Securities Association: More than 80% of chief economists believe that the year-on-year growth rate of GDP will increase slightly in the first quarter of 2023.
Southern Energy Regulatory Bureau: Promote the integrated development of natural gas and electricity in Hainan.
Guangzhou Futures Exchange: Future product design will focus on four major sectors, including carbon emission rights, electricity and other strategic reserve varieties.
theme concept
In line with the general trend, more than half of enterprises have permanently opened the option of remote working
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According to reports, recently Jones Lang LaSalle interviewed about 1,100 corporate real estate strategic decision-makers around the world and released the "2022 Future Office Research Report". The report points out that hybrid office is a general trend and will drive companies to revitalize their office spaces. Data shows that the number of businesses that do not offer hybrid office options has dropped from 45% pre-COVID-19 to 9% today, meaning that the vast majority of corporate tenants recognize that offering hybrid office options is critical to attracting and retaining talent. The report pointed out that 53% of companies will permanently open remote working options to all employees by 2025. 69% of enterprises have deployed technology tools to facilitate office collaboration.
comment: Since 2020, the world has experienced an unprecedented test of public health safety, and companies must quickly adapt and make adjustments to support employees in successfully weathering the challenges brought about by environmental changes. On the one hand, the normalization of epidemic prevention and control has gradually transformed remote working from an "emergency plan" in special periods into the new normal of modern office; on the other hand, digital transformation and upgrading have promoted the high-quality development of and . Industries such as medical care, retail, industrial control, education, intelligent manufacturing, IT Internet, etc. have generated demands for IT remote operation and maintenance, technical support remote assistance, remote teaching, etc., prompting further release of demand for collaborative office business. As the number of remote workers continues to grow, the scale of my country's telecommuting market continues to expand.
Rongji Software (002474) -1.00%'s I-TASK collaborative office platform supports mobile office, mobile collaborative work, and mobile knowledge sharing.
Tiandi Online (002995) +6.71% SaaS products mainly cover the three major categories of instant communication, sales management, and collaborative office.
A new highland in the industry, many provinces and cities have launched financial support policies for prepared dishes
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According to reports, many provinces and cities have launched financial support policies for the development of prepared dishes this year. For example, Shandong Province recently issued the "Opinions on Promoting the High-Quality Development of the Province's Prepared Vegetable Industry" to support banking institutions in developing financial products and increase investment in credit resources for enterprises in the prepared vegetable industry. In addition to Shandong, Yunnan, Guangdong and other places have also introduced financial support policies for prepared vegetables.
comments: The industrialization improvement of the catering supply chain catalyzed by the epidemic + capital-driven is the core driving force of the current prepared food industry. The agency believes that the growth rate of prepared dishes is higher than that of the catering industry, and the C-end development potential is great. However, the penetration rate of prepared dishes in my country is still low, only 10%-15%. It is expected to increase to 15%-20% in 2030, and the industry scale is expected to increase from 65.03 billion yuan in 2015 to 831.67 billion yuan in 2025.
Delis (002330) +3.36% In recent years, on the basis of chilled meat and low-temperature meat products, the company has expanded its business related to beef series products, quick-frozen rice and noodles products, and prepared vegetable products, and its product structure has been continuously improved.
Haixin Food (002702) -2.34% carries out the layout of pre-made dish products through collaborative overlay, mainly the Haixin Laodao series for hot pot catering, as well as some meat semi-finished dish products, which are currently sold in some supermarkets and Tmall and JD flagship stores.
individual stock announcement
Jianghuai Automobile (600418) +1.18%: Plans to acquire some assets of Anhui NIO for 1.704 billion yuan
Dajia Weikang (301126) +1.98%: Plans to acquire Hunan Tianji Caotang85.7143% shares for 341 million yuan
CNOOC (600938) - 0.72%: The subsidiary plans to acquire 40% of the equity of CNNC Huihai for 1.518 billion yuan
Cubic Pharmaceuticals (003020) -3.27%: Planning for a major asset restructuring
Xianghe Real Estate Industry (603500) -2.73%: Plans to delist and transfer 6.6% equity of Zhongyuan Lida
GCL Integration (002506) -3.34%: Persons acting in concert with the controlling shareholder plan to transfer 5.01% shares of company
Amap Infrared (002414) -1.57%: The company and 's wholly-owned subsidiary signed a 116 million yuan operating contract
Otway (688516) -5.07%: Won the bid About 155 million yuan for the all-in-one marking and welding machine project
Huangshi Group (002329) +1.03%: Anhui Huangshi Green Energy signed a TOPCon battery cell sales cooperation agreement with Oriental Risheng
C&D Hecheng (603909) -2.43%: Some executives plan to increase their holdings of shares for no less than 10 million yuan
Dongpeng Holdings (003012) +0.59%: The two shareholders plan to reduce their holdings by no more than 6% of the shares
Jiacheng International (603535) -1.51%: Shareholders plan to reduce their holdings by no more than 2% of their shares
Shutaishen (300204) -1.51%: Plan to increase capital raising by no more than 580 million yuan For innovative drug research and development projects
New Huangpu (600638) -0.69%: Planning for non-public issuance of shares
Jialian Technology (301193) -1.56%: Plans to issue convertible bonds to raise no more than 750 million yuan
Haiyuan Composite Materials (002529) -4.22%: It is planned to invest in building a photovoltaic industrial base in Chuzhou City, with a total investment of 8.02 billion yuan
Guangsheng Nonferrous (600259) -2.45%: It is planned to establish a joint venture Promote the operation and development of Wengyuan Hongling Mining
Haiyuan Composite Materials (002529) -4.22%: Plan to invest in a new photovoltaic industry base in Quanjiao County, Chuzhou City
Anna Da (002136) -2.44%: controls Sun Company’s 50,000 tons/year high-pressure compacted iron phosphate project has reached production and reached standards
Energy-saving wind power (601016) -1.88%: A total of 2.617 billion yuan has been invested in the construction of four wind power projects
Sano Medical (688108) -1.49%: The coronary balloon product has obtained US FDA certification (510(k))
Sinopharm Modern (600420) -2.74%: The subsidiary has obtained the registration certificate for cytarabine for injection
Nanshan Aluminum Industry (600219) -1.20%: Planned to transfer 336,000 tons of electrolytic aluminum production capacity index
Conba (600572) -3.54%: Subsidiary marshmallow flower total flavonoid extract and oral patch obtained drug registration certificate
Huayou Cobalt (603799) -0.26%: The issuance of GDR and listing on the Swiss Stock Exchange was approved by the Swiss Securities Exchange Supervisory Authority
Yutong Technology (002831) +0.32%: Net profit for 2022 is expected to increase by 40%-60%
Kaishan Shares (300257) -0.21%: Indonesia Geothermal Mine T-11 reopens
Dongfang Shenghong (000301) -9.62%: Determine the GDR issuance price at US$18.05 per copy
Shanghai Xiba (603200) -2.85%: Final Matters prohibiting the transfer of 100% shares of Bodu Technology
Anair (002875) +10.01%: The application and market prospects of electron beam grafted modified fabrics need to be further clarified
Ruyi Group (002193) +10.03%: "Antibacterial, antiviral, machine washable wool worsted surface The "material development and research" project is in the pilot stage and has not yet been mass-produced.
Swan Shares (603029) +10.00%: Recently, it has experienced a total of 4 abnormal fluctuations, and stocks have been suspended. Verification
Nanhua Shares (600301) -2.92%: Published important announcements
Market echelon
Institutional buying top five
