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Civil / research center of big data of weekly of conduct financial transactions
On January 18, 2021
One. Market sentiment
Market sentiment is general: 58%
Brunt capital flows into completely: - 1.685 billion yuan; North flows into completely to capital: 3.712 billion yuan; Dragon tiger a list of names posted up buys the specified amount completely: - 607 million yuan
2. Global index
Exponential name: Dow Jones industry is average; Go up drop: - 0.57% ; Newest price: 30814.26
Exponential name: Constant gives birth to an index; Go up drop: 0.27% ; Newest price: 28573.86
Exponential name: Na Sida overcomes put together to point to; Go up drop: - 0.87% ; Newest price: 12998.5
Exponential name: Mark general 500; Go up drop: - 0.72% ; Newest price: 3768.25
3, financing area (the following content originates in letter negotiable securities)
National debt of the market between the bank expires delay of hasten of posture of yield fall after a rise; Ring of remaining sum of two city financing is smaller than having drop, financing trades the client's anticipation is relatively smooth; Shanghai reach deep connect continuance to flow into posture completely, overseas financing is right configuration A still support positive attitude; Be restricted to make work annulus compares an amount of lift a ban to drop continuously, near future of pressure of market lift a ban is lesser; This week is new issue collect amount to maintain in low, IPO issues rhythm overall slower.
4, comprehensive review (the following content originates in letter negotiable securities)
Foundation of 49 city detective picks up last week, afternoon, bank the defeat below perch, car pull litre, up to closing quotation, card index rises on 0.01% , become greatly point to drop 0.25% , do poineering work board point to go up 0.02% . Industry respect, the industry such as dress of bank, excavate, spin, nonferrous metal rises force is more powerful, the industry such as food drink, steely, electron, communication drops a house before. Board piece notional respect, lithium report electrolyte, close end is magnetic, cell of sale transmission, power board piece go up more than 3% , silicon chip of rare metal, semiconductor, IGBT, semiconductor is sealed measure etc board piece drop more than 3% . On message face: 1, the Central Bank begins operation of 500 billion yuan of MLF, interest rate is 2.95% , with agree before this. 5 have 300 billion yuan of MLF to expire last week, still 240.5 billion yuan of TMLF expired on January 25. 2, dew of Chen Yu of Central Bank assistant president did newly in the country on January 15 express on the press conference, firm 2021 monetary policy will be more sound measurable, flexible essence of life is accurate, the Central Bank can hold to firm word pawn, not take a sudden turn, hold the strength of monetary policy, rhythm and key neatly, with measurable money growth supports economy to restore to develop with high quality continuously. 3, monitor according to agricultural country ministry, cut is consummate Zhou Wu 14: 00 when, average price is pork of countrywide produce terminal market 47.58 yuan / kilogram, rise than yesterday 0.8% ; Egg 9.72 yuan / kilogram, rise than yesterday 3.0% . On technical area, card index receives crossed star on, pan Zhongzhen increase, closing quotation is in 5 days all the line is the following, 5 days, 10 days, 20 days all line still bull is arranged, index of day wire KDJ, RSI is dead still forked, short-term grail or still have repeatedly. 49 city clinch a deal last week the forehead is one thousand and thirty-six billion four hundred million yuan, relatively before one trades day reduces 84.9 billion yuan. 49 city midday picks up by round-the-clock explore last week, car of new energy resources board piece once more active, two city quantity can break through -727379968 yuan continuously, but shrink somewhat quantity, market sentiment is abate. The financing on north appears afternoon pour out of, round-the-clock flow into 3.7 billion yuan completely. The market is short-term to bibcock whether already bubble is changed still have difference, storehouse of partial capital air is changed, short-term grail or wave motion are increased, but callback space is limited, the grail after concussion passes still hopeful goes tall, attention new energy resources, science and technology board piece investment opportunity.
(the stock market has a risk, investment wants discretion)
5. Now dish before heat
1. Chinese new vessel accepts the order the quantity exceeds Korea, whole world of two years of regain is lain between when the first
Be versed in the data that believes a ministry to was released a few days ago shows, 2020, the new vessel of China and Korea accepts the order the proportion that the quantity holds global share is respectively 48.8% with 41.4% . Whole world of return of two years of China is lain between when the first, korea ranks 2, japan acquires the share of about 7% , rank the 3rd. According to statistic, 2020, our country shipbuilding is finishing measure and hold order, occupy world gross respectively 43.1% with 44.7% , continue to continue to precede in international market portion.
Relevant company: Chinese shipping 600150; Influence intensity: 68.35 ％
Relevant and logistic: The company is medium boat group core civilian article advocate course of study appears on the market company, integrated in boat group division issues large shipbuilding, lay-up, motivation and Electromechanical equipment to wait for business board piece, have catenary of industry of complete shipping industry. There is clear dimensions advantage in the respect such as shipbuilding, motivation, each business dimensions all is in shipbuilding, motivation domestic lead position.
Relevant company: In boat matters pertaining to defense 600685; Influence intensity: 68.05 ％
Relevant and logistic: Boat matters pertaining to defense is collect ocean in defense equipment, marine carriage equipment, marine development equipment and marine division check equipment 4 seas ocean equips the large omnibus ocean at an organic whole and group of defense equipment industry. The company is the whole world those who precede is agile model fluid cargoboat manufacturer and the biggest army complementary boat produces business.
2. Should fold hold period come really? Tycoon of global mobile phone is passed on screen to have big movement
According to media coverage, malic company already began to undertake but the inchoate research and development of fold screen IPhone works. The report says, the apple has developed those who be used at in-house test but fold screen is archetypal, but have not roll out certainly but the plan of fold IPhone. Personage of know the inside story discloses, this development work did not exceed the range of indication screen, this means malic company to have not have complete mobile phone prototype in its lab. Nevertheless, still can from inside malic this action, its try peek water but the intent of fold IPhone. And the potential competitor that this may make similar equipment of SamSung and other company.
Relevant company: Wei Xinnuo 002387; Influence intensity: 77.81 ％
Relevant and logistic: Of the company advocate business Wu is OLED the research and development of new-style indication product, production, sale and technical service. The company is in with the smartphone, can apparel mobile terminal domain has the intelligence that the product is a delegate actively innovation layout. Already successful development gives screen of 180 degrees of fold and 360 degrees of completely soft curly hold.
3.Add 20 billion yuan surely! 200 billion yuan of A " medicinal powder door king " should do a thing again?
Beijing east is released last time add surely beforehand case, even restrospect to 2013, the collect when those endowment nearly 46 billion yuan. The 8.5th acting TFT-LCD produces the Hefei of 3 big projects that financing collect casts at that time line, E Er 5.5 acting AMOLED produce Duosidi the 8.5th acting TFT-LCD produces line, Chongqing line, already made the brunt product line of Beijing east A after put into production. And add surely according to this beforehand case, company protocol adds collect not to exceed 20 billion yuan, use collect capital basically includes to buy Wuhan Beijing east 24.06% equity (6.5 billion yuan) , add endowment build Chongqing OLED to produce a line (6 billion yuan) , add endowment build Yunnan OLED of 12 Cun Gui radical are produced line (1 billion yuan) , add endowment.
Relevant company: Beijing east A000725; Influence intensity: 87.32 ％
Relevant and logistic: Semiconductor of company deep ploughing shows an industry, already developed make faucet of global LCD industry, advocate business Wu includes to show system of parts of an apparatus, wisdom and healthy service 3 big board piece.
Relevant company: TCL science and technology 000100; Influence intensity: 81.22 ％
Relevant and logistic: The company is one of enterprises of global semiconductor indication bibcock, came off 2019 terminal business, show clearly with semiconductor for core business; Bought Suzhou SamSung 2020 farther outspread face plate is produced can.
4.First duty-free project invests duty-free bibcock Hainan of 100 million yuan of be born or for Hainan this insular dweller is duty-free prelude of openly detailed list
Announcement of well of king government office, the company signed investment cooperation agreement with Hainan balata on January 15, 2021, respectively contributive establish tax free article of cultivate of sea of well of Hainan king government office to manage tax free article of daily expense of finite liability company and well of Wang Fu of Hainan sea cultivate to run finite liability company, use within island of province of development operation Hainan project of tax free article of the daily expense inside duty-free project and island begins management of tax free article. Hainan saves national endowment appoint the effective control person that is Hainan balata.
Relevant company: Hainan balata 601118; Influence intensity: 86.47 ％
Relevant and logistic: Brigade of article of health of international of oak of subsidiary Hainan sea invests scope of operations of group limited company to include duty-free shop merchandise to sell.
Relevant company: Well of king government office 600859; Influence intensity: 85.82 ％
Relevant and logistic: The company parts contributive 60 million and 40 million establish tax free article of cultivate of sea of well of Hainan king government office to manage company and Hainan sea cultivate tax free article of daily expense of Wang Fu well runs a company.
5.Decide at the beginning of batteries of Xi of black lead of wide steam group batch production will charge 8 minutes in September to 80%
Ceng Qinghong of secretary of Party committee of wide steam group, president expresses, xi of wide steam black lead base super fill batteries quickly to already entered solid car volume to produce test level at present, first embarking model is AION V, doing winter test in black river at present, it is OK this year in September to be decided first batch production. It is reported, black lead Xi fills batteries quickly to have 6C to fill capacity quickly, combinative high power exceeds fill fixture, the fastest 8 minutes can charge to 80% , in the meantime, still combine material of silicon negative pole in development, 280/kg of density of electric core energy is controlled, life is more than 1600 loops, cost of core of report of whole of batteries of black lead Xi and at present photograph of cost of groovy power cell is compared on market slightly tall 5-8% .
Relevant company: Wide steam group 601238; Influence intensity: 87.33 ％
Relevant and logistic: Xi of wide steam black lead base super fill batteries quickly to already entered solid car volume to produce test level at present, first embarking model is AION V, doing winter test in black river at present, it is OK this year in September to be decided first batch production.
Relevant company: Luxuriant and familial 600503; Influence intensity: 86.75 ％
Relevant and logistic: The peaceful wave Moxi below company division and Chongqing Chinese ink hope to basically devote oneself to black lead Xi small a production that reachs film of black lead Xi, preparation and application.
6, harden uncovers secret
Board piece: Energy-saving environmental protection
Board piece rise logistic: The bibcock of big market prise that the orgnaization embraces a group fall after a rise, cannot leave early days to go up rear too big, no matter be to come loose an it may not be a bad idea or orgnaization, the lithium battery that faces capital to gather together, smooth hot season, liquor board piece also have " acrophobia " . Should embrace a group appear rapid fall after a rise, this moment should ponder over a problem: Is selected element of capital the next in? Above all, it has 21 years of policy advocate make way. Next, its quality of a material is good, choose high grade buying is not short-term sentiment any more, and become market future gradually to invest way (early days holds round collapse in the arms and do not mean hold solidarity in the arms bundle, just can change a place to hold in the arms just) . Again, underestimate breed of bibcock of value fractionize industry. Of the mark that accords with these conditions, just be next " hold in the arms " direction. Of environmental protection Zhou Wu rise, be capital only " short make a sudden and violent attack " .
Relevant company: Shanghai triumphant Xin 300899
Board piece relevant logic: Supplier of home's banner program of depart of industrial fluid special type; Offer for industrial client decrease a platoon to fall bad news and litter resource change the integral solution that uses integratedly; The company is had in domain of industrial fluid depart professional, it is minority the velar technology that uses assorted film technology and biology processing technology to use waste water of printing and dyeing integratedly in the round uses one of firms.
Relevant company: Environment of family be in harmony 300152
Board piece relevant logic: Combustion controls bibcock company, have the combustion lab with Asian the largest scale; Was passed 2014 and buy blue sky environmental protection, cut back end flue gas to administer a territory; 16 years battalion of business of atmosphere environmental protection closes 621 million, occupy than 81% .
Data originates Heng Shengju source; Morrow rises probability, morrow goes up on average it is to pass algorithm to do business according to statistical history after a list of names posted up of the Long Hu on the ministry 1 day go up an objective result that data gets;
Associate with data is not adumbrative future, above content does not form investment opinion, the stock market has a risk, investment wants discretion.
