Financial News
1. The Standing Committee of the Politburo held a meeting to analyze the current situation of the prevention and control of the new crown pneumonia epidemic, and study and deploy the key tasks of epidemic prevention and control.
2. State Council: Deploy further relief measures for small and medium-sized enterprises and individual industrial and commercial households; increase credit supply for foreign trade enterprises, and maintain the basic stability of the RMB exchange rate.
3. In April 2022, the People's Bank of China carried out medium-term lending facilities for financial institutions with a total of 150 billion yuan, with a term of 1 year and an interest rate of 2.85%. The balance of mid-term lending facilities at the end of the period was 4950 billion yuan.
4. The US Securities and Exchange Commission has included more than 80 Chinese stocks listed in on the "pre-delisted" list, including JD.com , Pinduoduo and other companies. , spokesman for the Chinese Ministry of Foreign Affairs, , Zhao Lijian, said on the 5th that China's securities regulatory authorities communicated with the US securities regulatory authorities on this regard. Chinese companies being included in the relevant list is a step for the US to implement relevant domestic laws and does not mean that relevant companies are delisted. Whether these companies are delisted and listed in the US depends on the progress and results of Sino-US audit supervision cooperation.
5, Buffett's Berkshire company, to the U.S. Securities Regulatory Commission (SECh), showed that the company bought Occupy Petroleum shares at a price of $56-$58.37 per share on May 2 and May 3, with the total purchase amount exceeding $330 million in the two trading days.
6, northbound funds sold a net sale of 2.362 billion yuan on May 5. CATL , China Construction, and Zijin Mining were net sold for 3.708 billion yuan, 298 million yuan and 249 million yuan respectively; Gree Electric received a net purchase of 903 million yuan against the trend.
Investment focuses on
The "East Number and West Calculation" related investment has increased by 6 times in the western region. The two companies have made significant arrangements in related regions. According to media reports, since this year, my country has laid out the construction of a new generation of supercomputer, cloud computing , artificial intelligence platforms, and broadband basic network facilities. The effect of "East Number and West Calculation" has been revealed. Among the 10 national data center clusters, 25 new projects have been started, with an investment of more than 190 billion yuan.
Among them, investment in the western region increased by 6 times compared with the same period last year, showing a good trend of transfer from east to west. Recently, Sun Wei, deputy director of the High Technology Department of the National Development and Reform Commission, introduced in a press conference that the current scale of my country's data centers has reached 540,000 standard racks, and the computing power exceeds 135 billion floating-point computing per second, which is about 27 million personal computers.
"East Digital and West Calculation" project investment plan is gradually clear, with significant economic benefits, and is expected to drive the construction and transformation and upgrading of data centers.
According to the organization's calculations, the land and electricity cost advantages in the central and western regions are significant. The difference between the 1,000 cabinets on the core front line compared with the central and western hub areas is within 3 million yuan; the electricity cost is within 10 million yuan/year, and the economicality of computing power westward migration is relatively obvious. Driven by the policy of east and west calculations, the shelves of data centers in the central and western regions are expected to increase significantly, and companies in related industrial chains are expected to benefit.
Yakang Co., Ltd. (301085) Company signed a strategic cooperation agreement with the People's Government of Qingyang City, Gansu Province to promote the implementation of the national east and west computing strategy. Relying on the full support of the Qingyang Municipal Government, we will give full play to the company's advantages in the entire industrial chain of computing power infrastructure, and by participating in the construction of a national integrated computing power network in Qingyang, support and participate in the demonstration of Qingyang green data center, and reserve and cultivate talents.
Hengfeng Information (300605) The company's data center related business covers the full process service from the preliminary planning and design of data centers, to specific project implementation and construction, and then to the later operation and maintenance services. The company uses Chongqing and Xinjiang Operation Centers as the fulcrum business to cover the western regions of Yunnan, Guizhou, Sichuan and other places.
UHV project construction has accelerated, and the industrial chain company benefits from the high prosperity of the industry
According to media reports, the Hubei section of the Baihetan-Jiangsu ±800 kV UHV DC transmission line project was fully completed on May 2, and my country's "West-to-East Power Transmission" has added another major energy artery. State Grid Hubei Electric Power revealed that the Baijiang UHV DC transmission line project is expected to have live capacity by the end of this month, and can transmit more than 30 billion kilowatt-hours of electricity to Jiangsu each year.
Recently, the world's largest ultra-high voltage converter station - Butuo Converter Station in Liangshan, Sichuan Province, was successfully completed by State Grid Qinghai Institute of Electrical Sciences. The completion of this test also marks the more stable and mature capabilities and experience of State Grid Qinghai Electric in the long-distance transportation of complete sets of impact voltage generators and conducting lightning impact tests on site.
After intensive policy statements in March, the construction of large-scale power grid transmission channels represented by ultra-high voltage is expected to accelerate into the substantive construction stage. Judging from the current progress of UHV projects, it can be observed that the three different levels of under-construction, construction and reserve have begun to show a trend of speeding up.
State Grid's grid construction investment plan in 2022 will reach 501.2 billion yuan, and the fixed asset investment plan in Southern Power Grid is 120 billion yuan. Against this background, the completion amount of grid infrastructure investment in 2022 ushered in a "good start", with a total of 31.3 billion yuan in the first two months, a cumulative increase of 37.6% year-on-year. The steady increase in grid investment has laid the foundation for the accelerated promotion of projects under construction.
Securities report believes that UHV, as one of the important links in the new power system, has high certainty in subsequent construction. Judging from the currently disclosed lines, UHV construction is relatively prosperous during the 14th Five-Year Plan period. Considering that it has significant countercyclical characteristics, there is a possibility of accelerated construction this year.
Guodian Nanrui (600406) is a leading enterprise in power grid secondary equipment. It is leading in the UHV DC converter valve and control protection share, and is also conquering the problem of localization of IGBTh, and is expected to benefit from the prosperity of UHV construction in the 14th Five-Year Plan; the company is also in a leading position in the fields of digitalization and scheduling related to new power systems.
T-transformer (600089) leads the market share of ultra-high voltage transformer products in the industry, and its independently developed ±1100kV ultra-high voltage converter transformer and other products have been included in the list of the first major technical equipment projects in the energy field. In the future, as the scale of ultra-high voltage construction exceeds expectations, the company's power transmission and transformation business is expected to maintain high growth.
Company focuses on
Bohai Chemical (600800)
plans to invest 10 billion yuan in Bohai Light Hydrocarbon Comprehensive Utilization Project
Bohai Chemical announced on the evening of May 5 that the company's wholly-owned subsidiary Tianjin Bohai Petrochemical Co., Ltd. and the Tianjin Economic and Technological Development Zone Management Committee signed an investment cooperation framework agreement to invest in the construction of the "Bohai Light Hydrocarbon Comprehensive Utilization Project" in Tianjin Economic and Technological Development Zone. The total investment of the project is about 10 billion yuan, and construction is planned to start in 2022 and be completed and invested in 2025.
Changan Automobile (000625)
The internal and external operating environment has not changed significantly
Changan Automobile announced on the evening of May 5 that the company's stock closing price 's increase deviation value has exceeded 20% for three consecutive trading days on April 28, April 29 and May 5. After self-inspection, the company did not violate fair disclosure of information; the company's current operating conditions are normal, and the internal and external operating environment has not changed significantly.
Announcement Selected
SAIC Group (600104): The controlling shareholder implements the first increase in holdings on the 5th 311 million yuan
China Life Insurance (601628): The committee identified by the SEC as an accountability bill under the committee identified by the Issuer
Zhonghuan Co., Ltd. (002129): TCL Technology (Tianjin) recently increased its holdings of the company's 0.75% stake
Jinyuan Co., Ltd. (000546): Plan to acquire part of the equity of Goldinka, Argentina
Guanhao Biologics (300238) : Plan to invest 500 million yuan in Tianhao Zhongshan Pharmaceutical Technology Project
ST Kao (603007) : Shareholders plan to reduce their holdings of no more than 6% of the company's shares
Tongcheng New Materials (603650) : Plan to acquire 12% of the equity of Jucui in Suzhou Entering the PI material field
Haiyou New Materials (688680): Directors and supervisors plan to reduce their holdings of the company by no more than 2%
Jiangnan Water Affairs (601199): Molding Technology plan to reduce their holdings of the company by no more than 2%
Puo Pharmaceutical (000739): Plan to 200 million-4 100 million yuan repurchase shares
Carbon Yuan Technology (603133): The controlling shareholder plans to reduce his holdings by no more than 5.76% of the company's shares
Yegor (600177): It plans to transfer 1.32% of the equity of United Pipeline Company
Haili Shares (600619): It plans to establish a joint venture in India New air conditioner compressor factory
Wen's Co., Ltd. (300498): Pig sales revenue increased by 40.04% year-on-year in April 4
Sunrise Oriental (603366): Winning bid for 750 million yuan of roof distributed photovoltaic project
Zhongding Co., Ltd. (000887): Subsidiaries received targeted book for supplier project The total amount is approximately RMB 3.061 billion
Capital Online (300846): Shareholders and company directors plan to reduce their holdings by no more than 5.79% of the shares
*ST King Kong (300064), *ST Mengshi (002684): The company's stock may be delisted
BeiGene (688235): Net loss in the first quarter was 2.866 billion html l4
China Baoan (000009): Subsidiary Betree and Zhongwei Co., Ltd.
Puyuan Information (688118): Jundu Derui plans to reduce its holdings of no more than 3% of the company's shares
2345 (002195): Plans to invest in funds with CATL and other CATL and other investments Invest in intelligent driving and other fields
Jinmobile Co., Ltd. (601958): Plan to raise no more than 1.9 billion yuan for the Jinduicheng Molybdenum ore overall ore dressing and upgrading project, etc.
Muyuan Co., Ltd. (002714): In April, pig sales revenue was 7.942 billion yuan, and the average sales price increased by 7.63% month-on-month
Hot data
High 279 companies were investigated by more than 20 institutions last week (April 25 to April 29), about 125 companies in the two cities were investigated by institutions, and 79 companies were investigated by more than 20 institutions.
Goertek (002241) is the most popular, with 457 institutions participating in the survey; Wingtech Technology (600745) was surveyed by 412 institutions, ranking second on the list; Hongfa Co., Ltd. (600885), Lianchuang Electronics (002036), etc. were surveyed by 379 and 354 institutions respectively. According to the number of institutional surveys in
, the institutional surveys in Zhujiang Beer (002461) were the most intensive, and a total of 3 institutional surveys were obtained.
Donghong Co., Ltd. (603856), Hangzhou Oxygen Co., Ltd. (002430) and other institutions have also conducted intensive research, and have been investigated twice by institutions.
Dragon Tiger List Stand
Funds flow into Internet e-commerce, pharmaceutical business and other sectors
On Thursday, the Shanghai and Shenzhen stock markets surged and fell back to . As of the close, the Shanghai Composite Index rose 0.68% to 3067.76 points, the Shenzhen Component Index rose 0.23% to 11046.38 points, and the ChiNext Index fell 1.33% to 2288.40 points. The two markets had a total turnover of 901 billion yuan, a decrease of 64 billion yuan from the previous trading day.
On the market, sectors such as genetically modified, Internet e-commerce, pharmaceutical commerce, planting and forestry, and glyphosate ranked the top in terms of growth; Beijing Stock Exchange concept, securities companies, attractions and tourism, and cloud office ranked the top in terms of declines.
After-hours Dragon and Tiger List data shows:
Hongde Co., Ltd. (301163) received 1 hot money buy, with a net purchase of 20.4844 million yuan;
Yaokan Biology (688046) received 2 institutions bought, with a net purchase of 17.3493 million yuan;
Changan Automobile (000625) received 2 hot money bought, with a net purchase of 101 million yuan;
Zhejiang Construction Investment (000625) received 2 hot money bought, with a net purchase of 101 million yuan;
Zhejiang Construction Investment (0000625) received 2 hot money bought, with a net purchase of 101 million yuan;
Zhejiang Construction Investment (00) 2761) received 1 institution and 1 hot money to buy, with a net purchase of 81.9789 million yuan;
Yuanli Technology (603217) received 4 institution and 1 hot money to buy, with a net purchase of 10.18 million yuan;
Xinhua Pharmaceutical (000756) received 1 hot money to buy, with a net purchase of 18.3215 million yuan;
Days Insurance Infrastructure (000965) received 1 hot money to buy, with a net purchase of 81.7651 million yuan.
Institutional Trends
html On May 5, the institutional and business department seats were sold in the net 272 million yuan, of which 618 were bought in stocks and 22 were sold in the net. The stocks with the highest net purchase amount are Changan Automobile, Zhejiang Construction Investment, Tianbao Infrastructure, etc.institutional seats had a net sale of 146 million yuan. The stocks with the highest net purchase amount were Ousheng Electric, Xinwufeng , Sanyangma, etc. The stocks with the highest net sale amount were Hikvision, Dongfeng Shares, Yellow River Tornado , etc.
New stock subscription
Two new stocks subscription
Zhongke Jiangnan code 301153, issue price 33.68 yuan, price-earnings ratio 24.36 times, subscription limit 6,500 shares, main business in the financial payment system.
Puris code 301257, issue price 46.8 yuan, price-to-earnings ratio 48.75 times, subscription limit is 15,000 shares, and mainly engages in SMO (clinical trial on-site management organization) services.
European and American markets
The three major U.S. stock indexes fell sharply on Thursday. The Dow Jones Industrial Average fell more than 1,000 points.
The large U.S. technology stocks most fell, Tesla fell more than 8%, Amazon and Netflix fell more than 7%.
Musk's Twitter acquisition case received a financing commitment of US$7.1 billion
According to the 13D form submitted by Elon Musk to the U.S. Securities and Exchange Commission (SEC) on May 4, a total of 18 companies participated in the financing commitment of US$7.1 billion. These include Larry Ellison , Sequoia Capital, Dubai venture capital company Vy Capital, cryptocurrency exchange Binance, etc.
electric car manufacturer Lucid announced that it was preparing to raise prices
electric car manufacturer Lucid announced Thursday that the company plans to increase the price of most models starting from June. However, the company also stated that customers who have already booked and those who have placed orders before May 31 can still settle according to the current pricing.
USD index rose 1.14%
As of the end of the New York foreign exchange market on Thursday, the USD index rose 1.14% to 103.7540.
The three major European stock indexes rose and fell on Thursday
The UK FTSE 100 index rose 9.82 points, or 0.13%, and closed at 7503.27 points. French CAC40 index fell 27.28 points, or 0.43%, to close at 6368.40 points. The German DAX index fell 68.30 points, or 0.49%, to close at 13,902.52 points.
Popular Chinese stocks fell on Thursday. NIO fell more than 15%
Dingdong Maicai fell the most, down 21.71%, AMES Education fell 18.18%, Suntech institutions fell 17.01%, NIO fell more than 15%, Bilibili fell more than 10%, JD.com fell more than 6%, Pinduoduo fell more than 11%, Baidu and Netease fell nearly 6%, Alibaba fell 6.7%, Tencent ADR fell 5.9%, iQiyi fell more than 13%, Beike and Ideal Auto fell more than 8%, and Xiaopeng Motors fell more than 13%.
International oil prices rose slightly
WTI June crude oil futures prices rose 0.45 USD, or 0.42%, to USD 108.26 per barrel on Thursday. Brent 7 crude oil futures price rose by $0.76, or 0.69%, to $110.90 per barrel.
New York gold price rose 0.37%
COMEX June gold futures price rose $6.90 on Thursday, closing at $1,875.7 per ounce, an increase of 0.37%. Market analysts believe that the sharp drop in the US stock market is the main reason for the rise in gold prices.
Institutional Views
CITIC Securities: The prosperity of the communications industry continues to improve
CITIC Securities stated that according to the comprehensive financial report, the overall performance growth rate of the communications industry has rebounded, and the prosperity continues to improve.The performance of communication equipment, Internet of Things, connectors, and cloud video exceeded expectations, operators continued to grow at high quality, and the fundamentals of fiber optic cable and optical communications improved. Looking forward to the interim report and the whole year, the outbreak of the epidemic and upstream supply chain disturbances are expected to ease, traffic growth is expected to continue to drive downstream demand, and the performance of companies in the communications industry is expected to be further released. The current valuation of the communications sector is at the historical bottom as a whole, and the valuation repair is expected to gradually advance. It is recommended to pay attention to the three main lines of operators, communication empowerment of smart cars, and digital economy.
Northeast Securities : The market recovery is expected in May this year
Northeast Securities pointed out that among the factors driving the market in May, the fundamental liquidity is tight and the external impact on valuation sentiment is expected, and the market recovery in May is expected. Economic and profit expectations marginally improve, and risk appetite may be repaired. In terms of industry allocation, TMT, infrastructure, real estate, consumption that focuses on policy orientation and expected improvements, and pharmaceuticals, military industry, semiconductors, etc. that are oversold and prosperous.
Disclaimer:
stock market is risky, so be cautious when entering the market. This information does not constitute investment advice. Entering the market based on this is at your own risk.
