Focus on the daily news of A-share market and point out the investment direction for 211 million retail investors! Before reading the text, you must know one thing: few main funds will be stupid enough to pull the stock price up to the daily limit as soon as the profit comes out, so please be patient with the investors and let the profit fly for a while, and maybe you will find different investment opportunities!
industry/sector/theme concept
material 1: policy catalytic superposition, and the environmental protection industry benefits 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 Deepening the Fight against Urban Black and Odor Water", proposing that by the end of June 2122, the county-level city government should complete the investigation of black and odorous water in the built-up area and formulate the urban black and odorous water treatment plan. In addition, the "Guidelines for the Storage of Financial Support Projects for Eco-environmental Protection" also landed recently. Recently, the Ministry of Public Security, the Ministry of Ecology and Environment, and the the Supreme People's Procuratorate jointly issued a notice, starting from April to launch a six-month special campaign to crack down on environmental crimes of hazardous wastes and fraud of automatic monitoring data of key pollutant discharge units.
message nature: short-term
explosiveness:
related companies: Central Environmental Protection (311692), dongjiang environmental protection (112672), Energy Saving Guozhen (311388), etc.
material 2: China will develop nuclear power in an orderly manner under the premise of absolute safety, and there is a lot of room for nuclear power improvement under the background of double carbon!
On April 21th, the Standing Committee of the State Council proposed that nuclear power should be developed in an orderly manner under the premise of strict supervision and ensuring absolute safety. Three new nuclear power unit projects that have been comprehensively evaluated and audited and have been included in the national plan shall be approved. In this regard, some institutions believe that by 2125, the installed capacity of nuclear power operation in China will reach 71 million kilowatts, and the installed capacity under construction will be close to 41 million kilowatts, and the proportion of nuclear power will further increase. China vigorously promotes the "double carbon" strategy, and the future power growth mainly depends on new energy generation and nuclear power. The next year will be an important strategic opportunity period for China's nuclear power development, with great room for improvement.
In addition, recently, the third generation nuclear power plant in China, the fourth unit in the world and the second unit overseas, the K3 unit in Karachi, Pakistan, passed the provisional acceptance. So far, two units of the first overseas project of Hualong No.1 have been fully completed and put into production.
nature of the message: long term
explosiveness:
related companies: China Nuclear Construction (611611), Jiangsu Shentong (112438), Taihai Nuclear Power (112366), CNNC Technology (111777), Zhongzhou Special Materials (311963) and Ketai Power Supply (3113).
material 3: pig production is expected to reach the break-even point in June, and institutions are optimistic about the industry reversal!
nature of news: midline
explosiveness:
related companies: Wen's shares (311498), Mu Yuan shares (112714), Shanghai Meilin (611173), Tianbang shares (112124), etc.
material 4: global food security pushes up the demand for pesticides, and tight supply and demand pushes up the price of glufosinate!
glufosinate is an excellent herbicide, and its weeding activity is 4-5 times that of glyphosate. As glufosinate continues to replace paraquat in the world, the application of glufosinate-glyphosate compound preparation is increasing. Recently, the domestic price of glufosinate has obviously stopped falling and rebounded, and the price has increased by 15.7% in the past two working days. With the recovery of demand, the price rebounded at the bottom, which has accelerated in recent days. On the one hand, because the orders of domestic mainstream manufacturers have been scheduled for May-June, the spot supply in the market is tight; On the other hand, it is in the peak season of overseas demand, and institutions are optimistic about the growth of glufosinate market demand in the next few years.
nature of news: midline
explosiveness:
related companies: Lear Chemical (112258), Limin Co., Ltd. (112734), etc.
material 5: the new vocational education law will be implemented on may 1, boosting the high-quality development of the industry!
Yesterday, the newly revised Vocational Education Law was voted through, which is the first revision of the Vocational Education Law in the past 26 years. It is clear that vocational education is an education type with the same important position as general education, and efforts should be made to enhance the recognition of vocational education, deepen the integration of production and education, school-enterprise cooperation, improve the guarantee system and measures of vocational education, and better promote the high-quality development of vocational education. Authoritative data show that the total market size of vocational education in China has exceeded one trillion yuan, and 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 news: short-term
explosiveness:
related companies: Kaiyuan Education (311338), Tianyuan Dike (311147), Landun Co., Ltd. (311297), Xi 'an Catering (111721), All-pass Education (311359), etc.
company announcement/company trend
CNC (613185) plans to raise no more than 6 billion yuan to be used for the annual output of 51,111 tons of high-purity crystalline silicon and to supplement working capital.
Heyuan Gas (112971) plans to invest 1.8 billion yuan in the project of electronic special gas and functional materials.
bosch co., ltd. (112698) has no domestic competitors at the same level in the main product application fields of domestic companies; The company's products replace imports, and the advantages of service integration are obvious. Compared with the company in China, foreign competitors have limited competitive strength. At present, the overall order situation of the company is at the best level in history.
811 million yuan (688,181) is planned to invest 498 million yuan in the project of advanced pharmaceutical intermediates and APIs.
institutional seats/northbound funds/hot money
institutional funds bought in a single day (11 million+): BBK 112251, retail+prepared vegetables, and 1 institutions bought 26.24 million, which was the largest net purchase of stocks by institutions yesterday. Yuehai Feed 111313, Feed, two institutions bought 23.29 million, accounting for 2.35%, which was the largest share of net purchases by institutions yesterday.
institutional funds were bought continuously within 11 days (RMB 11 million+): Cinda Real Estate 611657, real estate development. From April 7 to April 21, institutional funds were bought twice, with a net purchase of RMB 25.19 million on April 21, which was significantly higher than before. BBK 112251, retail+prefabrication, from April 8 to April 21, institutional funds were bought twice, and the net purchase on April 21 was 26.24 million, which was basically the same as before.
institutional fund sector position adjustment: yesterday, the institution bought 5 stocks with a net investment of over RMB 11 million and sold 11 stocks with a net investment of over RMB 11 million. In the broader market, there was no obvious change in institutional buying and selling compared with Tuesday, buying was still very low, and institutional funds continued to flow out. Looking up from the fund flow of the plate, in the recent hot spots of the main line, chemical pharmacy and COVID-19 treatment have been added to the bottom by a small amount, while auto parts and real estate development have been reduced by a small amount. Among the non-main hot spots, the logistics that goes against the trend is reduced by the institutional seats, and there are a few differences within the retail and pre-cooked vegetable institutions, and others are not much to watch.
northbound capital purchase in a single day (51 million+): the northbound capital net inflow in a single day was-5.288 billion yuan, and the net inflow in recent January was-787 million yuan. China Merchants Bank, Oriental Fortune and Sunshine Power sold 982 million yuan, 818 million yuan and 459 million yuan respectively. Kweichow Moutai ranked first in net purchases, amounting to 537 million yuan.
The hot money bosses focus on attacking: Liyang Road: on the 3rd, it sold 17 million shares of Tianlong, bought 34 million shares of China Communications Real Estate, bought 19 million shares and sold 18 million shares of Changlian; Sangtian Road: sold 15 million shares of Tianlong on the 3rd and bought 11 million shares of Xiangyou Technology on the 3rd; Lord Zhang: Buy 52 million China Resources Shuanghe and 15 million Everbright Jiabao; Make a new one: sell 31 million Jingneng real estate; Brother Zhao: Buy 11.4 million Wananji food, 44.37 million BBK food and 16.8 million Yike food.
news change/capital change
in the past week, Jingyang's "A-share explosion" highlights:
This Wednesday's "A-share explosion": Yunsai Zhilian (611612) and Guolian Aquatic Products (311194), which are good for stimulation and go up against the trend! Newtag 311229, the main force pushed up and rose against the trend! Tianlong shares, BBK, and Huashi are science and technology, and hot money has been attacked, rising against the trend!
This Tuesday's "A-share blockbuster": Jindun shares (311411), which is good for stimulation and rises against the trend! Chongqing development, Tianlong shares, hot money sniper, contrarian daily limit!
This Monday's "A-share blockbuster": Shuangta Food (112481), which is good for stimulation and rises against the trend! Su Yan Jing Shen, hot money sniper, contrarian daily limit!
Last Friday's "A-share news": Shanghai Energy (611518), which was good for stimulation and went against the trend. BBK, hot money sniper, contrarian daily limit! Li Ziyuan 615337, the main push up, against the trend rose!
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