Focus on the daily breaking news of the A-share market and point 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/sector/theme concept
Breaking news 1: Policies have been catalyzed and the benefits of the environmental protection industry have been concentrated in April!
Recently, the Ministry of Housing and Urban-Rural Development, the Ministry of Ecology and Environment, the National Development and Reform Commission, and the Ministry of Water Resources issued the "Implementation Plan for In-depth Fight against Black and Odorous Water Bodies in Urban Areas", proposing that by the end of June 2022, county-level cities will The government has completed the investigation of black and odorous water bodies in built-up areas and formulated a treatment plan for urban black and odorous water bodies. In addition, the "Guidelines for the Inclusion of Ecological and Environmental Protection Financial Support Projects in the Reserve Bank" were also released recently. The Ministry of Public Security, the Ministry of Ecology and Environment, and the Supreme People's Procuratorate also recently jointly issued a notice to launch a six-month special campaign starting from April to crack down on hazardous waste environmental crimes and the falsification of automatic monitoring data of key pollutant discharge units.
Nature of the news: short-term
Outbreak intensity:
Related companies: Zhonghuan Environmental Protection (300692), Dongjiang Environmental Protection (002672), Energy Saving Guozhen (300388), etc. .
Breaking news 2: my country will develop nuclear power in an orderly manner under the premise of absolute safety. There is huge room for improvement in nuclear power under the dual-carbon background!
On April 20, the Standing Committee of the State Council proposed that nuclear power should be developed in an orderly manner under strict supervision and ensuring absolute safety. Three new nuclear power unit projects that have been comprehensively evaluated and reviewed and have been included in the national plan will be approved. In this regard, some institutions believe that by 2025, my country's nuclear power operating installed capacity will reach 70 million kilowatts, and the installed capacity under construction will be close to 40 million kilowatts, and the proportion of nuclear power will further increase. my country is vigorously promoting the dual-carbon strategy. Future power supply growth will mainly rely on new energy power generation and nuclear power. The next 15 years will be an important strategic opportunity period for the development of nuclear power in my country, with huge room for improvement.
In addition, recently, China’s Karachi K3 unit in Karachi, Pakistan, the fourth unit in the world and the second overseas unit of my country’s independent third-generation nuclear power Hualong One, passed temporary acceptance. So far, the two units of Hualong One's first overseas project have been fully completed and put into operation.
News nature: long-term
Explosion intensity:
Related companies: China National Nuclear Corporation (601611), Jiangsu Shentong (002438), Taiwan Strait Nuclear Power (002366), CNNC (000777), Zhongzhou Special Materials (300963), Cooltech Power (300153), etc.
Breaking News 3: Pig production is expected to reach the break-even point in June, and institutions are optimistic about an industry reversal!
Nature of the news: midline
Intensity of the outbreak:
Related companies: Wen's Shares (300498), Muyuan Shares (002714), Shanghai Merlin (600073), Tianbang Shares (002124), etc.
Breaking news 4: Global food security drives up demand for pesticides, and tight supply and demand drives up the price of glufosinate!
Glufosinate is an excellent biocidal herbicide, with herbicidal activity 4-5 times that of glyphosate. As glufosinate continues to replace paraquat aqueous agents globally, glufosinate-ammonium The application of formulations formulated with glyphosate has increased. Recently, domestic glufosinate-ammonium prices have rebounded significantly, with prices rising by 15.7% in the past two working days. As demand recovers, prices rebound from the bottom and have accelerated their rise in recent days. On the one hand, orders from mainstream domestic manufacturers have been scheduled to May-June, and the market's spot supply is tight. On the other hand, it is the peak season for overseas demand, and institutions are optimistic about the glufosinate market in the next few years. Demand grows.
Nature of the news: midline
Explosion intensity:
Related companies: Leer Chemical (002258), Limin Shares (002734), etc.
Breaking News 5: The new Vocational Education Law will come into effect on May 1, boosting the high-quality development of the industry!
Yesterday, the newly revised Vocational Education Law was voted and passed. This is the first revision of the Vocational Education Law in the past 26 years since its enactment. It is clear that vocational education is a type of education that has the same important status as general education. We should strive to increase the recognition of vocational education, deepen the integration of industry and education, and school-enterprise cooperation, improve vocational education security systems and measures, and better promote the high-quality development of vocational education. Authoritative data shows that the total market size of my country's vocational education currently exceeds one trillion yuan. The implementation of the new vocational education law is expected to further accelerate the development of the industry, and related companies are expected to usher in opportunities.
Nature of the news: short-term
Explosion intensity:
Related companies: Kaiyuan Education (300338), Tianyuan Dico (300047), Blue Shield Holdings (300297) ), Xi'an Food (000721), Quantong Education (300359), etc.
Company Announcement/Company Trends
Shanghai Machinery CNC (603185) plans to raise no more than 6 billion yuan in additional capital for a high-purity crystalline silicon project with an annual output of 50,000 tons and to supplement working capital.
Heyuan Gas (002971) plans to invest 1.8 billion yuan in the construction of electronic special gas and functional materials projects.
In the domestic company’s main product application fields, the company has no domestic competitors of the same level; the company’s products substitute for imports and the service integration has obvious advantages. Compared with the company’s domestic competitors, Competitive strength is limited. The company's overall order situation is currently at its best level in history.
800 Million Spacetime (688181) plans to invest 498 million yuan in the construction of advanced pharmaceutical intermediates and API projects.
Institutional Seats/Northbound Funds/Hot Money
Institutional funds bought in a single day (10 million+): BBK 002251, retail + prepared dishes, 1 institution bought 26.24 million, yes The stocks with the most net buying by institutions yesterday. Guangdong Feed 001313, feed, 2 institutions bought 23.29 million, accounting for 2.35%. It was the stock with the largest net buying share of institutions yesterday.
Institutional funds continued to buy (10 million+) within 10 days: Cinda Real Estate 600657, real estate development, April 7-April 20, institutional funds made 2 net purchases on April 20 Net purchases were 25.19 million, a significant increase from before. Bubugao 002251, retail + prefabrication, from April 18 to April 20, institutional funds made two net purchases, with a net purchase of 26.24 million on April 20, which was basically the same as before.
Institutional funds sectoral position adjustment: Yesterday, institutions net bought 5 stocks exceeding 10 million, and sold 11 stocks net selling exceeding 10 million. The market fell sharply. Institutional buying and selling orders did not change significantly from Tuesday. Buying orders remained low, and institutional funds continued to outflow. From the perspective of sector capital flows, among the recent main hot spots, positions in chemical pharmaceuticals and COVID-19 treatment have been increased to a small extent, while positions in auto parts and real estate development have been reduced to a small extent. Among the non-mainline hot spots, logistics, which has bucked the trend, has been intensively reduced by institutional seats. There are some differences within retail and prepared vegetable institutions. Others are not much to watch.
Northbound funds bought in a single day (50 million+): The net inflow of northbound funds in a single day was -5.288 billion yuan, and the net inflow in the past month was -787 million yuan. China Merchants Bank, Oriental Fortune, and Sungrow sold net sales of 982 million yuan, 818 million yuan, and 459 million yuan respectively. Kweichow Moutai ranked first in terms of net purchases, with an amount of 537 million yuan.
Key targets of hot money bosses: Liyang Road: sold 17 million Tianlong shares on the 3rd, bought 34 million CCCC Real Estate, bought 19 million and sold 18 million Changlian shares; Sangtian Road: on the 3rd Sold 15 million shares of Tianlong and bought 11 million of Xiangyou Technology on the 3rd; Leader Zhang: bought 52 million of China Resources Shuanghe and bought 15 million of Everbright Jiabao; Operator Xinyi: sold 31 million of Jingneng Real Estate; Mr. Zhao Brother: Buy 11.4 million Anji Food, buy 44.37 million Bubugao, and buy 16.81 million Yike Food.
News changes/fund changes
In the past week, Jingyang’s “A-share news” stock collection highlights:
This Wednesday’s “A-share news” : Yunsai Zhilian (600602) and Guolian Aquatic Products (300094) are good for stimulus and have surged against the trend! Newtag 301229, the main force pushed it up, bucking the trend and rising sharply! Tianlong shares, BBK, Huashi Technology, hot money sniped, bucked the trend and rose sharply!
This Tuesday’s “A-share news”: Jindun Shares (300411), good news and stimulus, bucked the trend and soared! Chongqing Development and Tianlong shares, hot money sniped, bucked the trend and hit the limit!
This Monday’s “A-share news”: Shuangta Food (002481), good news and stimulus, bucking the trend and rising sharply! Su Yanjing God, hot money sniper, bucked the trend and hit the limit!
Last Friday’s “A-share news”: Shanghai Energy (600508), good for stimulus, bucked the trend and hit the limit! Backgammon, hot money sniping, going up against the trend! Li Ziyuan 605337, the main force pushed it up, bucking the trend and rising sharply!
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