A shares headlines ushered in a major upgrade:
A shares headlines Z3 Essential Edition is created by the Z3 intelligent financial research team in the financial industry. Through six major columns such as Longyiping, they can see the market through panoramic perspectives, and deeply focus on the pain points of stock selection, making money easier.
link: http://stock.jrj.com.cn/headline/index.shtml
1. [News Express]
1. Guangdong-Hong Kong-Macao Greater Bay Area outline issuance: Support Shenzhen to develop the capital market with the Shenzhen Stock Exchange as its core in accordance with regulations. The "Outline of the Development Plan for the Guangdong-Hong Kong-Macao Greater Bay Area" issued by the Central Committee of the Communist Party of China and the State Council was issued. The outline proposes that Shenzhen will strive to become an innovative and creative capital with world influence. Support Shenzhen to develop the capital market with Shenzhen Stock Exchange as the core in accordance with regulations, and accelerate the promotion of financial openness and innovation. Support Hong Kong private equity funds to participate in the financing of innovative technology enterprises in the Greater Bay Area, allow qualified innovative technology enterprises to enter the Hong Kong market-raising platform, and develop Hong Kong into a financing center for high-tech industries in the Greater Bay Area. The outline also proposes that by 2022, the comprehensive strength of the Guangdong-Hong Kong-Macao Greater Bay Area will be significantly enhanced, the cooperation between Guangdong-Hong Kong-Macao will be more in-depth and extensive, the regional endogenous development momentum will be further improved, and the development of the international first-class bay area and the world-class urban agglomeration framework with abundant vitality, outstanding innovation capabilities, optimized industrial structure, smooth flow of factors and beautiful ecological environment will be basically formed. Comment: The planning outline puts innovation and reform first, and high-end manufacturing, new economy, etc. are important investment opportunities.
2. Ying Yong presided over a financial work research seminar, established Science and Technology Innovation Board and piloted the registration system, and wanted to play a "first kick". Ying Yong pointed out that Shanghai will thoroughly implement the spirit of the Sixth Meeting of the Central Committee for Deep Reform, fully support and fully cooperate with the China Securities Regulatory Commission and the Shanghai Stock Exchange to do a good job in establishing the Science and Technology Innovation Board and piloting the registration system. We must play well and speed up the introduction of management measures and supporting business rules. We must focus on cultivating a large number of high-quality listed resources; and focus on building an important investment and financing platform serving science and technology enterprises across the country. Comment: The word used in this research symposium is "a shortcut", and the Science and Technology Innovation Board will enter the practical stage in the future.
3. Foreign institutions support MSCI to expand the inclusion of A-shares, but 20% still have variables. As MSCI will announce on March 1, it is approaching that the decision to expand the inclusion factor for A-shares is approaching, a few days ago, I learned from some large foreign institutions that it had responded to the inclusion opinion of MSCI before mid-February and expressed support for the decision to expand the inclusion factor, but some foreign institutions still have reservations about the expansion of the inclusion factor from 5% to 20% this year. Comment: The soberness and strict investment discipline of foreign institutions are worth learning, but it is not ruled out that some foreign institutions have spoken out against expanding the factor from 5% to 20% because they have not obtained enough chips.
4. 2019 Photovoltaic Power Generation Management Measures: "Stay within your means" subsidize the rated installed capacity. htmlOn the afternoon of the 418th, the New Energy Department of the National Energy Administration convened a symposium for relevant enterprises to solicit corporate opinions on the related work of photovoltaic power generation construction and management in 2019. The meeting revealed that this year, my country's photovoltaic power generation construction management will have major mechanism innovations, with key points: "living within one's means" to subsidize the rated installed capacity; clearly divide photovoltaic projects into projects that require state subsidies and do not require state subsidies; for the first time, household photovoltaics will be listed separately and given a separate scale, and fixed subsidies will be implemented; except for poverty alleviation, household and special projects that have been approved, distributed and ground power stations will all use bidding to obtain subsidy indicators; the project scale will no longer be allocated to various places in the form of "spreading pepper" and the bidding will be organized and declared by each province, but the state will be uniformly sorted, and subsidy declaration and bidding will be implemented once a year in principle.
5. The latest position shows that private equity investment has increased its position the strongest in the past three years. China Resources Trust recently released data shows that as of the end of January 2019, the average stock position of the CREFI index (China Resources Trust Sunshine Private Equity Long Index) funds was 57.89%, an increase of 6.70% from the end of last year, which is the largest private equity increase since April 2016. comment: The lessons of the restlessness last spring were profound, and we must keep a calm mind in the "passionate" market.
6. Northbound funds have net purchases of A-shares for 14 consecutive days, with a net inflow of 5.2 billion yuan on the 18th.htmlOn the 419th, northbound funds in Shanghai Stock Connect funds flowed in 2.401 billion yuan, and Shenzhen Stock Connect funds flowed in 2.782 billion yuan, with a total inflow of 5.183 billion yuan. In terms of individual stocks, Gree Electric Appliances had a net purchase of 456 million yuan, Vanke A-shares had a net purchase of 381 million yuan, China Ping An had a net purchase of 402 million yuan, Hikvision and Midea Group had a net purchase of 273 million yuan and 237 million yuan, respectively, and Kweichow Moutai had a net purchase of 266 million yuan.
2. [Market Temperature]
On Monday, the three major stock indexes opened high and closed high, and hundreds of stocks hit the daily limit. In terms of industry: securities companies, diversified finance, electronic components, agriculture, animal husbandry and fishery, insurance, software, electronic information, security, aerospace, etc., led the gains; in terms of theme stocks, the daily limit hit yesterday, domestic chips, 3D glass, pork concepts, touch screens, artificial intelligence, fuel cells, digital China, etc., led the gains.
After the Spring Festival, market risk appetite further rebounded, foreign capital accelerated inflows to drive relevant sectors to continue to strengthen, and the market rebound ushered in a sustained manner. After a week of rise, with the exceeding expectations of economic and financial data, there were obvious signs of market easing, and the enthusiasm for long continued to be stimulated. The funds went missing and entered the market, and the market ushered in a general rise and pushed the market forward. At present, the market is very popular and the capital bottom is obvious. The enthusiasm for longing is high. The index still has room for continued upward trend. However, after a series of positive moments, the yin and yang staggering above 2,700 points may appear, and a large fluctuation is inevitable. It is recommended to pay attention to the opportunities of blue-chip stocks with strong capital attention. At the same time, under the expectation of the establishment of the Science and Technology Innovation Board, the rotation opportunities of low-level technology stocks can also be focused on tracking.
3. [Theme Nuggets]
Guangdong-Hong Kong-Macao Greater Bay Area: 2, 18th. The Central Committee of the Communist Party of China and the State Council issued the "Outline of the Development Plan for the Guangdong-Hong Kong-Macao Greater Bay Area", which is planned to be from the nearest to 2022 and the long-term prospect is 2035. The outline clarifies the scope of the Guangdong-Hong Kong-Macao Greater Bay Area, mainly lists the strategic positioning and development direction of the Greater Bay Area, and determines the division of labor between the two special administrative regions and the nine mainland cities. The Guangdong-Hong Kong-Macao Greater Bay Area is one of the regions with the highest degree of openness and the strongest economic vitality in my country, and has an important strategic position in the overall national development.
targets: Shirong Zhaoye, Zhuhai Port , Oriental Jiasheng
Semiconductor: According to foreign media quoted US officials, China plans to increase the purchase volume of US semiconductors to US$200 billion within 6 years, a five-fold increase from the current amount, in order to reach a trade truce with the United States.
Target: Liyuan Information, Shenzhen Huaqiang , Weier Co., Ltd.
Industrial Internet: According to reports, the 2019 Industrial Internet Summit, co-organized by the China Academy of Information and Communications Technology, the Industrial Internet Industry Alliance, and the China Communications Society, will be held in Beijing from February 21 to 22.
target: Oriental Guoxin, Nengke Co., Ltd., Baoxin Software
Glass: According to reports, the heads of major floating glass companies in Jiangsu, Zhejiang, Shanghai and Anhui regions such as Zhejiang, Shanghai and Anhui regions have recently gathered in Suzhou Wujiang to study the market situation. The person in charge of the meeting unanimously agreed that starting from February 18, the price will be raised by 1-2 yuan/heavy box, and there will be further price adjustment plans in the next step based on market conditions. Previously, some manufacturers in central China have issued price increases notices, and also stated that they will continue to gradually increase the price in the future.
A shares headlines ushered in a major upgrade:
A shares headlines Z3 Essential Edition is created by the Z3 intelligent financial research team in the financial industry. Through six major columns such as Longyiping, they can see the market through panoramic perspectives, and deeply focus on the pain points of stock selection, making money easier.
link: http://stock.jrj.com.cn/headline/index.shtml
1. [News Express]
1. Guangdong-Hong Kong-Macao Greater Bay Area outline issuance: Support Shenzhen to develop the capital market with the Shenzhen Stock Exchange as its core in accordance with regulations. The "Outline of the Development Plan for the Guangdong-Hong Kong-Macao Greater Bay Area" issued by the Central Committee of the Communist Party of China and the State Council was issued. The outline proposes that Shenzhen will strive to become an innovative and creative capital with world influence. Support Shenzhen to develop the capital market with Shenzhen Stock Exchange as the core in accordance with regulations, and accelerate the promotion of financial openness and innovation. Support Hong Kong private equity funds to participate in the financing of innovative technology enterprises in the Greater Bay Area, allow qualified innovative technology enterprises to enter the Hong Kong market-raising platform, and develop Hong Kong into a financing center for high-tech industries in the Greater Bay Area. The outline also proposes that by 2022, the comprehensive strength of the Guangdong-Hong Kong-Macao Greater Bay Area will be significantly enhanced, the cooperation between Guangdong-Hong Kong-Macao will be more in-depth and extensive, the regional endogenous development momentum will be further improved, and the development of the international first-class bay area and the world-class urban agglomeration framework with abundant vitality, outstanding innovation capabilities, optimized industrial structure, smooth flow of factors and beautiful ecological environment will be basically formed. Comment: The planning outline puts innovation and reform first, and high-end manufacturing, new economy, etc. are important investment opportunities.
2. Ying Yong presided over a financial work research seminar, established Science and Technology Innovation Board and piloted the registration system, and wanted to play a "first kick". Ying Yong pointed out that Shanghai will thoroughly implement the spirit of the Sixth Meeting of the Central Committee for Deep Reform, fully support and fully cooperate with the China Securities Regulatory Commission and the Shanghai Stock Exchange to do a good job in establishing the Science and Technology Innovation Board and piloting the registration system. We must play well and speed up the introduction of management measures and supporting business rules. We must focus on cultivating a large number of high-quality listed resources; and focus on building an important investment and financing platform serving science and technology enterprises across the country. Comment: The word used in this research symposium is "a shortcut", and the Science and Technology Innovation Board will enter the practical stage in the future.
3. Foreign institutions support MSCI to expand the inclusion of A-shares, but 20% still have variables. As MSCI will announce on March 1, it is approaching that the decision to expand the inclusion factor for A-shares is approaching, a few days ago, I learned from some large foreign institutions that it had responded to the inclusion opinion of MSCI before mid-February and expressed support for the decision to expand the inclusion factor, but some foreign institutions still have reservations about the expansion of the inclusion factor from 5% to 20% this year. Comment: The soberness and strict investment discipline of foreign institutions are worth learning, but it is not ruled out that some foreign institutions have spoken out against expanding the factor from 5% to 20% because they have not obtained enough chips.
4. 2019 Photovoltaic Power Generation Management Measures: "Stay within your means" subsidize the rated installed capacity. htmlOn the afternoon of the 418th, the New Energy Department of the National Energy Administration convened a symposium for relevant enterprises to solicit corporate opinions on the related work of photovoltaic power generation construction and management in 2019. The meeting revealed that this year, my country's photovoltaic power generation construction management will have major mechanism innovations, with key points: "living within one's means" to subsidize the rated installed capacity; clearly divide photovoltaic projects into projects that require state subsidies and do not require state subsidies; for the first time, household photovoltaics will be listed separately and given a separate scale, and fixed subsidies will be implemented; except for poverty alleviation, household and special projects that have been approved, distributed and ground power stations will all use bidding to obtain subsidy indicators; the project scale will no longer be allocated to various places in the form of "spreading pepper" and the bidding will be organized and declared by each province, but the state will be uniformly sorted, and subsidy declaration and bidding will be implemented once a year in principle.
5. The latest position shows that private equity investment has increased its position the strongest in the past three years. China Resources Trust recently released data shows that as of the end of January 2019, the average stock position of the CREFI index (China Resources Trust Sunshine Private Equity Long Index) funds was 57.89%, an increase of 6.70% from the end of last year, which is the largest private equity increase since April 2016. comment: The lessons of the restlessness last spring were profound, and we must keep a calm mind in the "passionate" market.
6. Northbound funds have net purchases of A-shares for 14 consecutive days, with a net inflow of 5.2 billion yuan on the 18th.htmlOn the 419th, northbound funds in Shanghai Stock Connect funds flowed in 2.401 billion yuan, and Shenzhen Stock Connect funds flowed in 2.782 billion yuan, with a total inflow of 5.183 billion yuan. In terms of individual stocks, Gree Electric Appliances had a net purchase of 456 million yuan, Vanke A-shares had a net purchase of 381 million yuan, China Ping An had a net purchase of 402 million yuan, Hikvision and Midea Group had a net purchase of 273 million yuan and 237 million yuan, respectively, and Kweichow Moutai had a net purchase of 266 million yuan.
2. [Market Temperature]
On Monday, the three major stock indexes opened high and closed high, and hundreds of stocks hit the daily limit. In terms of industry: securities companies, diversified finance, electronic components, agriculture, animal husbandry and fishery, insurance, software, electronic information, security, aerospace, etc., led the gains; in terms of theme stocks, the daily limit hit yesterday, domestic chips, 3D glass, pork concepts, touch screens, artificial intelligence, fuel cells, digital China, etc., led the gains.
After the Spring Festival, market risk appetite further rebounded, foreign capital accelerated inflows to drive relevant sectors to continue to strengthen, and the market rebound ushered in a sustained manner. After a week of rise, with the exceeding expectations of economic and financial data, there were obvious signs of market easing, and the enthusiasm for long continued to be stimulated. The funds went missing and entered the market, and the market ushered in a general rise and pushed the market forward. At present, the market is very popular and the capital bottom is obvious. The enthusiasm for longing is high. The index still has room for continued upward trend. However, after a series of positive moments, the yin and yang staggering above 2,700 points may appear, and a large fluctuation is inevitable. It is recommended to pay attention to the opportunities of blue-chip stocks with strong capital attention. At the same time, under the expectation of the establishment of the Science and Technology Innovation Board, the rotation opportunities of low-level technology stocks can also be focused on tracking.
3. [Theme Nuggets]
Guangdong-Hong Kong-Macao Greater Bay Area: 2, 18th. The Central Committee of the Communist Party of China and the State Council issued the "Outline of the Development Plan for the Guangdong-Hong Kong-Macao Greater Bay Area", which is planned to be from the nearest to 2022 and the long-term prospect is 2035. The outline clarifies the scope of the Guangdong-Hong Kong-Macao Greater Bay Area, mainly lists the strategic positioning and development direction of the Greater Bay Area, and determines the division of labor between the two special administrative regions and the nine mainland cities. The Guangdong-Hong Kong-Macao Greater Bay Area is one of the regions with the highest degree of openness and the strongest economic vitality in my country, and has an important strategic position in the overall national development.
targets: Shirong Zhaoye, Zhuhai Port , Oriental Jiasheng
Semiconductor: According to foreign media quoted US officials, China plans to increase the purchase volume of US semiconductors to US$200 billion within 6 years, a five-fold increase from the current amount, in order to reach a trade truce with the United States.
Target: Liyuan Information, Shenzhen Huaqiang , Weier Co., Ltd.
Industrial Internet: According to reports, the 2019 Industrial Internet Summit, co-organized by the China Academy of Information and Communications Technology, the Industrial Internet Industry Alliance, and the China Communications Society, will be held in Beijing from February 21 to 22.
target: Oriental Guoxin, Nengke Co., Ltd., Baoxin Software
Glass: According to reports, the heads of major floating glass companies in Jiangsu, Zhejiang, Shanghai and Anhui regions such as Zhejiang, Shanghai and Anhui regions have recently gathered in Suzhou Wujiang to study the market situation. The person in charge of the meeting unanimously agreed that starting from February 18, the price will be raised by 1-2 yuan/heavy box, and there will be further price adjustment plans in the next step based on market conditions. Previously, some manufacturers in central China have issued price increases notices, and also stated that they will continue to gradually increase the price in the future.
target: Jinjing Technology , Qibin Group
4. [Listed Company]
[Major Matters]
Shenzhen Stock Exchange issued a letter of concern to Midea Group because the company's chairman leaked in advance "pre-tax profits are expected to exceed 26 billion in 2018"; Guangdong Securities Regulatory Bureau issued a warning letter to Midea Group Chairman Fang Hongbo measures
Huali Family: The graphene flexible touch screen of subsidiary Chongqing Moxi has not yet been put into commercial application
Zhongya Shares received a letter of concern: It is necessary to explain the impact of flexochrome on the company's performance, etc.
Gree Electric Appliances: 2018 semi-annual equity distribution implementation of 10 yuan
*STKaidi : Two consecutive years of losses, there is a risk of corporate bonds being suspended from listing
*ST Tianye: Received shareholder Jinan Hi-Tech Urban Construction and its unanimous person to raise the leasing again
Liyuan Refining: Investigated by the China Securities Regulatory Commission for suspected illegal disclosure of information
[Fixed-increase and reorganization]
Weihua Shares : intends to acquire Shengtun Lithium Industry for 922.5 million yuan
Xinlong Holdings: Sign a restructuring framework agreement with shareholders of Maternity and Baby League and Xuanmeng Technology
Tianshan Bio: The original actual controller of the reorganization target Elephant advertising was approved for arrest
Yinyi Shares: Termination of major asset restructuring matters
Shenzhen Nandian A: The suspension is a possible change in control of major shareholders
[Data quick view]
Sanfeng Intelligent: Unaudited net profit in 2018 increased by 263% year-on-year
Tony Electronics Performance News: Net profit in 2018 decreased by 33.44% year-on-year
Mingtai Aluminum Performance News: Net profit in 2018 increased by 41.61% year-on-year
Oscon: Net profit in 2018 increased by 2.237 billion yuan year-on-year
year-on-year 40% year-on-year
Biyinlefen: Net profit in 2018 was 290 million yuan, an increase of more than 60% year-on-year
Wen's shares: sales revenue of commercial pigs in January was 3.199 billion yuan, a decrease of 1.2% month-on-month
Haida Group : net profit in 2018 was 1.434 billion yuan
Zhengbang Technology: net profit in 2018 was 185 million yuan, a decrease of 65% year-on-year
Century Ruier: net profit in 2018 was 86.44 million yuan, a decrease of 85% year-on-year
Dongyi Risheng: net profit in 2018 was 261 million yuan, a decrease of 20% year-on-year
Huitian New Materials: net profit in 2018 increased by 6.16% year-on-year
Dongyi Risheng: net profit in 2018 was 261 million yuan, a decrease of 20% year-on-year
Huitian New Materials: net profit in 2018 increased by 6.16% year-on-year
Huasen Pharmaceuticals: Net profit in 2018 increased by 22% year-on-year
Saito Biologics: Net profit in 2018 was 129 million yuan, a year-on-year increase of 40%
Wanfu Biologics: Net profit in 2018 was 307 million yuan, a year-on-year increase of 46%
Hongda Electronics: Net profit in 2018 increased by 11.59% year-on-year
Yuan Longyatu: Net profit in 2018 was 90.64 million yuan, a year-on-year increase of 27%
Jiemei Technology: Net profit in 2018 was 275 million yuan, a year-on-year increase of 40%
Zhou Dasheng: Net profit in 2018 was 800 million yuan, a year-on-year increase of 36%
Huijie Co., Ltd.: Net profit in 2018 decreased by 25% year-on-year in 2018 decreased by 25% year-on-year in 2018
Jianglong Boat: Net profit in 2018 decreased by 8% year-on-year
China Shenhua: Commercial coal production in January fell by 14.2% and coal sales decreased by 25.9%
China Power Construction: New contracts signed in January amount of 64.8 billion yuan, down by 0.37% year-on-year
Tiankang Bio: Pig sales revenue in January fell by 26% month-on-month
China Life Insurance: premium income in January was 157.8 billion yuan
Xinhua Insurance : premium income in January was 19.9 billion yuan
Xi Shui Co., Ltd.: subsidiary Tianan Property Insurance's premium income in January was 1.7 billion yuan
[Investment matters + other matters]
Hongda Xingye: Signed a "Hydrogen Energy Project Cooperation Agreement" with Beijing Aerospace Experimental Technology Research Institute
Tianfang Development: Chairman of the Supervisory Board Zhao Weifeng died of illness
Xinhuanet : Terminated the equity transfer of Yilian Technology because of not soliciting the transferee
Oriental Communications: abnormal stock price movement, no major information that should be disclosed but not disclosed
[Increase and reduce holdings]
Fengshen Shares : Repurchase 3.5 million yuan of company shares for the first time
365.com: intend to repurchase 15 million to 20 million yuan of company shares
Tongjitang: Shareholders plan to reduce their holdings by no more than 7% of the shares in total.
Haoke Petrochemical shareholder Shanghai Financial Development Investment Fund plans to reduce its holdings by no more than 6%
Kaifa Electric: Multiple shareholders plan to reduce their holdings by no more than 4.48%
Zhibang Home Furnishing: Shareholders plan to reduce their holdings by no more than 4%
Shensi Electronics: Shareholders Jinan Younete plan to reduce their holdings by no more than 3.2 million shares
Yan'an Bikang: Some of the shares held by the controlling shareholder passively reduced their holdings by
Feng Shares: Shareholders Yang Xiaoming plan to reduce their holdings by no more than 3%
Zhongzhuang Construction: Shareholders plan to reduce their holdings by no more than 2%
Spring Airlines clarification: The controlling shareholder has no intention to reduce their holdings
Jidan Bio: Shareholders Weisi Capital terminates the reduction plan ahead of schedule
Xue Dilong: The controlling shareholder reduced its holdings of 520,000 convertible bonds, accounting for 10% of the total issuance
Yingtang Intelligent Control: The second phase of the employee stock ownership plan sold out
Qidi Design: The two shareholders plan to reduce their holdings by no more than 0.97% of the shares
5. [Trading tips]
Unbanned stocks
