The Concept of Titanium Dioxide
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There has been no further news on the collaboration with Contemporary Amperex Technology, and CNNC Hua Yuan Titanium Dioxide is partnering with Guangdong Construction to sign a 4.27 billion yuan Energy project丨Quick Read Announcement.
① CNNC Titanium-White and Guangdong Construction Engineering plan to invest a total of 4.27 billion yuan to build related energy projects; ② Previously, the 10 billion yuan new energy project that the company and Ningde Times planned to invest did not follow.
The northbound capital is optimistic, and the latest list of concentrated stocks has come.
In the A-share market, the bargaining chip is the number of shares. Generally speaking, the more concentrated the chips are, the more likely the stock price will rise, and the more favorable the performance of this stock will be by the major shareholders in the future. Statistics on the decline of 34 shares for four consecutive periods show that as of September 23, among the several shares disclosed by temporary shareholders, a total of 34 shares tended to be concentrated for four consecutive periods. Specifically, the ones that have been falling for a long time are Youan Design, beautiful home ownership, and so on. Among them, the latest number of shareholder households of Youan Design is 24127, which has been reduced for 15 consecutive periods, with a cumulative decline of 39.77%. Among them, the number of shareholder households of 15 companies decreased by more than 1%.
On September 22nd, 10 companies, including China Nuclear Titanium dioxide and Yongtai Technology, announced positive announcements.
1. Xiamen International Trade: the controlling shareholder intends to increase its stake in the company by 2%. Xiamen International Trade Holdings, the controlling shareholder, increased its stake in the company by means of centralized bidding trading on September 22nd, accounting for 0.07% of the company's issued shares. ITC Holdings and its concerted actors plan to continue to increase their holdings of the company's shares, with a cumulative increase of no less than 5 million shares (including this increase) in the next six months, and no more than 2 per cent of the company's issued shares. The increase plan does not set a price range. two。 Medium nuclear titanium dioxide: the net profit in the first three quarters is expected to increase by 170%, medium nuclear titanium dioxide publishing industry by 220%.
The announcements of 9 companies, including Tianyuan shares and Lutheran Environment, were unfavorable on September 22nd.
1. Ximen: the power load reduction company in Zhejiang Province has been forced to stop production temporarily. Due to the shortage of power supply, Zhejiang Province has recently implemented electricity load reduction for key energy-using enterprises in the area under its jurisdiction. On the premise of ensuring safety, the production of key energy-using enterprises is expected to stop until September 30. The company is currently forced to temporarily stop production, which is expected to affect the output of sunshade fabric about 115400 square meters per day. The specific impact on the benefits can not be accurately predicted for the time being. two。 Tianyuan shares: affected by the double control of energy consumption in Yunnan Province, the output of calcium carbide will be reduced by about 25000 tons per month.
Chemical stocks have soared again. Please put away the leaders in these subdivided fields (list).
On September 22, the first day after the festival, the chemical plate rose and stopped again. Jianxin shares "20CM" rose by the limit, Juhua shares, three-dimensional shares, Celtic, New Yaqiang, Meibang shares and other stocks rose by the daily limit, while Hubei Yihua and Lubei Chemical rose by more than 8 percent. On the news side, due to the rapid rise in the price of raw material yellow phosphorus, and the continuous decline in construction, the spot supply in the market is becoming more and more tight, and it is difficult for phosphoric acid enterprises to purchase raw materials. It is difficult for some phosphoric acid plants in southwest and southern China to continue production, and the plant has been shut down one after another. The supply of phosphoric acid may be further reduced in the short term. Recently, the prices of related products in the phosphorus chemical industry chain have continued to rise.
Guocheng Mining: nine institutions, including founder Securities Co., Ltd., Societe Generale Fund Management Co., Ltd., investigated our company on September 16.
Guocheng Mining (000688) issued a notice on September 17th, 2021: du Lin of founder Securities Co., Ltd. Du Xin, Li Chen of Societe Generale Fund Management Co., Ltd., Li Haichen of Guorong Securities Co., Ltd., Zhu Hongling of Donghai Securities Co., Ltd., Cai Jinglei of CITIC Co., Ltd., Liu Jingbo of Societe Generale Securities Co., Ltd. Yuan Liangliang, Xu Jiaqing of Beijing Xinghua Accounting firm, Liu Yun of Fudun Investment Management (Shanghai) Co., Ltd., Zhang Yun and Wang Dan of Yi Fangda Fund Management Co., Ltd. investigated our company on September 16, 2021. The survey was received by Mr. Wei Feng, Secretary of the Board of Directors.
Afternoon comment: the gem index fell nearly 1%, will the "Petrochina Company Limited curse" come true?
By midday, the three major A-share indexes were up and down. The Prev index rose 0.31%, the Shenzhen Composite Index fell 0.24%, and the gem index fell 0.87%. On the disk, titanium dioxide, photovoltaic building integration, oil and gas resources and other plates led the increase. In the titanium dioxide plate, Tianyuan shares, Dinglong culture, Jinpu titanium industry limit; in the photovoltaic construction integration plate, Hanjia design 20CM limit, Dongxu Lantian, Zhongli Group, Qingyuan shares, Touri Xinneng also limit; in the oil and gas resources plate, offshore oil development, Bomeike, intercontinental oil and gas and other stocks rose by the limit. When it comes to the oil and gas resources plate, we have to mention Petrochina Company Limited.
News affecting the market in the morning of September 15th
On the morning of the 1st and 13th, Xi Jinping stressed during an inspection tour of the State Energy Group Yulin Chemical Co., Ltd. that the development of coal energy should be transformed and upgraded and take the road of green and low-carbon development. 2. Pilbara, a leading Australian lithium mining company, held its second spodumene concentrate auction yesterday at a price of US $2240 per tonne, much higher than expected. 3. Apple Inc released iPhone 13 series products, equipped with a brand new A15 processor. The starting price of iPhone 13 mini is 5199 yuan, that of iPhone 13 is 5999 yuan, and that of iPhone 13 P
On September 14, 12 companies, including China Xidan and Xiamen Tungsten Xinneng, announced positive results.
1. Nenghui Science and Technology: won the bid 107.3 million yuan photovoltaic project EPC general contract Neng Hui science and technology announcement, won the bid Guangzhou Development Lechang 60MW photovoltaic project EPC general contract, winning the bid price of 107.3 million yuan. two。 Lu Kang Medicine: CMS203 tablets get drug clinical trial approval Lu Kang Medicine announcement, CMS203 tablets get drug clinical trial approval notice for the treatment of male erectile dysfunction (ED). 3. China West Power: the State Council agrees that China West Power Group and some subsidiary enterprises of State Grid Co., Ltd. will reorganize and integrate China West Power. Notice, received.
Analysis of trading limit of Guocheng Mining Industry on September 13: non-ferrous zinc, silver, non-ferrous metal concept hot stocks
Securities Star data Center News, Guocheng Mining closed trading limit, closing price 15.8 yuan. The stock rose by the limit at 11:07 and opened once, with a closing fund of 7.5912 million yuan, accounting for 0.04% of its current market value. In terms of capital flow data, there was a net outflow of 1.2888 million yuan of main funds, a net outflow of 17.8217 million yuan of hot capital and a net inflow of 3.0163 million yuan of retail funds. The capital flow in the past five days is shown in the following table: the stock is a hot stock of non-ferrous zinc, silver and non-ferrous metals concept. On the same day, the concept of non-ferrous zinc rose 4.97%, and the concept of silver rose 4.73%.
Analysis of the daily limit of Zhenhua shares on September 8: vitamin concept hot stocks
Securities Star data Center News, Zhenhua shares closed by the daily limit of 13.09 yuan. The stock rose by the limit at 14:00, opening the limit once, and the closing capital was 4.6098 million yuan, accounting for 0.08% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 12.0323 million yuan, the net inflow of hot capital was 9.4241 million yuan, and the net outflow of retail funds was 17.1515 million yuan. In the past 5 days, the capital flow is shown in the following table: this unit is a hot unit of vitamin concept, which rose 1.52% on the day. The investment logic of the unit is as follows: 1. Global leader in chromium chemicals; 20
Analysis of the daily limit of Tianyuan shares on Sept. 7: PVC, phosphorus Chemical, Caustic Soda concept Hot stocks
Securities Star data Center News, Tianyuan shares rose the limit to close, closing price 13.87 yuan. The stock rose by the daily limit at 10:56, but did not open the limit. The closing capital was 35.0266 million yuan, accounting for 0.32% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 146 million yuan, the net inflow of hot capital was 136 million yuan, and the net outflow of retail funds was 89.8636 million yuan. In the past 5 days, the capital flow is shown in the following table: this stock is a hot stock of PVC, phosphorus chemical industry and caustic soda concept. On the same day, PVC concept rose 6.71%, phosphorus chemical concept rose 6.66%, and caustic soda concept rose 6%.
Analysis of the limit of vanadium and titanium in Panzhihua Iron and Steel Co., Ltd on September 6th: non-ferrous vanadium, titanium dioxide, concept hot stock
Securities Star data Center News, Panzhihua Vanadium and Titanium rose to close, closing price 4.91 yuan. The stock rose by the daily limit at 14:28, but did not open the limit. The closing order capital was 139 million yuan, accounting for 0.33% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 336 million yuan, the net inflow of hot capital was 318 million yuan, and the net outflow of retail funds was 189 million yuan. In the past 5 days, the capital flow is shown in the following table: the stock is non-ferrous vanadium, titanium dioxide, non-ferrous titanium concept hot stock, the same day non-ferrous vanadium concept rose 1.79%, titanium dioxide concept rose 1.16%, non-ferrous
Lithium electricity plate encountered "open the door black" in September, and 300 billion industry giants rarely fell by the limit.
September 1, the early performance of a strong high-view demeanor plate photovoltaic, lithium batteries encountered "open the door black." The concept of lithium battery continued to fall sharply in the afternoon, easy special "20CM" fell by the limit, the previous leader Tianqi Lithium Industry, Ganfeng Lithium both fell by the limit, as of press release, Zijiang Enterprise, Shandong Zhanggu, Tianyuan shares, Saddle heavy shares, Jinchen shares, Huayou Cobalt Industry and other shares fell by the daily limit of more than 10 shares, and the overall plate has fallen by more than 3%. Judging from the first-half results released by a number of lithium companies, the overall prosperity of the industry is relatively high. The lithium battery stock index shows that the current lithium battery market began at the end of March this year, and since then the index has been rising all the way.
The announcement of 12 companies, including SAIC and Baotou Steel, appeared positive on August 26th.
1. SAIC Group: first-half net profit increased by 58.61% compared with the same period last year. SAIC disclosed its semi-annual report that the company's operating income for the first half of 2021 was 356.614 billion yuan, an increase of 29.90% over the same period last year, and its parent net profit was 13.314 billion yuan, an increase of 58.61% over the same period last year. Basic earnings per share is 1.15 yuan. During the reporting period, the recovery effect of the domestic automobile market was obvious, which led to an increase in the company's sales volume compared with the same period last year, while optimizing the production and marketing structure and improving the gross profit level. two。 Baotou Iron and Steel Co., Ltd.: net profit of 2.76 billion yuan in the first half of the year
Panzhihua Vanadium and Titanium: Penghua Foundation investigated our company on August 25.
2021-08-25 Vanadium and Titanium (000629) of Panzhihua Iron and Steel Co., Ltd. issued a notice that: Li Rui and Liang Xun of Panzhihua Fund investigated our company on 2021-08-25, which was received by Ms. Luo Yuhui, Secretary of the Board of Directors, Ms. Liao Yan, General Manager of Finance Department, Mr. Chang Zhi, Deputy General Manager of Technology Manufacturing Department, Mr. Wei Guangliang, first Class Manager of Technology Manufacturing Department, and Mr. Song Xiaodong, Vanadium and Titanium Trade. The main contents of this survey are as follows: first, the current production situation of Chongqing titanium industry after the completion of environmental protection relocation? The production situation of titanium industry in Chongqing continues to improve, and its profitability has been improved. Please introduce the production workers of titanium dioxide by chlorination process in the company.
Vanadium and titanium of Panzhihua Iron and Steel Co., Ltd. rose 30% in three days. Net sales of
Securities Star data Center News, according to the trading public information released by the Shanghai and Shenzhen Stock Exchange on August 24, 2021, Panzhihua Vanadium and Titanium (000629) has been listed on the Dragon and Tiger list because of its cumulative deviation of 20% in three consecutive trading days. This is the second time in the last five trading days that it has been on the list. By the end of the day, vanadium and titanium in Panzhihua Iron and Steel Company closed at 4.0yuan, an increase of 9.89%, with a turnover of 2.8437 million lots. Judging from the three-day trading data released by the Dragon and Tiger list, the institutions totaled a net sale of-79.3214 million yuan. Shenzhen Stock Exchange bought 224.1157 million yuan and sold 194.789 million yuan, net
Six companies announced positive news on August 11th: fluorite Network, a subsidiary of Haikang Weiwei, plans to invest 1.85 billion yuan in the intelligent manufacturing (Chongqing) base project.
Great Wall military Industry plans to raise no more than 663 million yuan Great Wall military Industry announcement, the company plans to issue shares in private, raising no more than 663.49 million yuan After deducting the issuance expenses, all the net funds raised will be invested in high-energy missile drug production capacity construction projects, low-cost self-seeking rocket production capacity construction projects, new pyrotechnics production capacity construction projects, new aircraft sub-ammunition scientific research and production capacity construction projects, unmanned intelligent aircraft development projects, ultra-high strength prestressed Anchorage system research and development conditions construction projects and repayment of state-allocated funds. Anhui military Industry Group, the company's controlling shareholder, promised to subscribe no more than 55 million yuan.
Six companies announced positive news on August 5th: Yiwei Lithium Energy plans to put into construction the annual 30GWh power storage battery project.
Zheneng Electric Power intends to buy back 600-1.2 billion yuan of shares, Zhejiang Electric Power announcement, the company intends to buy back shares for write-off, reduce the company's registered capital. The repurchase amount shall not be less than 600 million yuan and not more than 1.2 billion yuan, and the repurchase price shall not exceed 4.90 yuan per share. Xinwanda was selected as the supplier of power battery battery for Shangtong Wuling CN220M HEV project. Xinwanda Electric vehicle Battery Co., Ltd., a wholly owned subsidiary of the company, recently received a fixed point letter from Huating (Hefei) Power Technology Co., Ltd. About SAIC GM Wuling CN220M HEV project, supplying for Shangtong Wuling CN220M HEV project.
Medium nuclear titanium dioxide: set up a new materials research institute to carry out research on lithium-ion batteries and other fields
On August 4th, Capital State learned that A-share company in Nuclear Titanium dioxide (002145.SZ) issued a statement on the establishment of a new materials research institute. In order to continuously enhance the company's core competitiveness and cultivate new profit growth points, the company has recently formally established the New Materials Research Institute of CNPC original Titanium dioxide Co., Ltd. Medium nuclear titanium dioxide is mainly engaged in the research, development, production and sales of rutile titanium dioxide. In order to build a sustainable and high-quality development model, the company plans to distribute resources, titanium chemicals, new materials and new energy through the strategic means of "endogenous growth, epitaxial mergers and acquisitions". At the moment, the company is