A number of listed companies in the Shanghai and Shenzhen markets issued important announcements on the evening of April 16. The following is a summary of good news:
Zhongzhuang Construction: Joint pre-bid 1.476 billion yuan PPP project
Zhongzhuang Construction (002822) announced on the evening of April 16 that the bid consortium composed of the company and Nantong No. 2 Construction (leader of the consortium) had become the No. 1 candidate of the PPP project in Jinxiang County Dongcheng Hospital. The total investment is about 1.476 billion yuan.
Tengda Construction: Winning 1.17 Billion Yuan Major Project
Tengda Construction (600512) announced on the evening of April 16 that the company became the successful bidder of the “SGHF-9 tender for civil construction of Hangzhou-Fuyang Intercity Railway Project” with a bid price of 1.17 billion yuan, accounting for approximately the company's audited operating revenue in 2017. 32.6%.
Nanyang Stocks: Wholly Owned Subsidiary Wins 5 Cable Projects
Nanyang (002212) Co., Ltd.'s wholly-owned subsidiary, Guangzhou Nanyang, won the bid for the second batch of the main line of the South China Power Grid in 2017. 2018, Guangdong Power Grid, a material frame bidding project for medium and low voltage cables and low voltage wires, Shenzhen Power Supply Bureau Co., Ltd. 2018 10kV cross-linked cable (flame-retardant) frame bidding project, Guangzhou Power Supply Bureau Co., Ltd. 2018, the first batch of distribution network materials bidding project, Guangdong Power Grid 2018 10kV termite-type cross-linked cable frame bidding project, 5 cables project. As of the date of this announcement, the cumulative amount of the contracts signed and received by Guangzhou Nanyang in the above-mentioned packages was RMB 180,960,500. According to the announcement, the total amount of the signed contract represents 6.30% of the company's total audited operating revenue in 2016. The performance of the contract is expected to have a positive impact on the company's operating performance in 2018.
Tiehan Ecology signs municipal road PPP project contract
Tiehan Ecology (300197) announced on the afternoon of April 16 that the company and the wholly-owned subsidiary Tiehan Ecological Construction Co., Ltd. and CCCC Second Navigation Engineering Survey & Design Institute Co., Ltd. jointly won the bid of “Quanzhou Core Valley” Nan'an High-tech Park Municipal Administration Road PPP project (project package 1). Recently, the company received the project contract for the project. The bidder for this project is the Nan'an Municipal Public Utilities Bureau. The project investment is estimated to be 117.04 million yuan, and the amount of project undertaken by the company is about 904.01 million yuan. The project construction period is 2 years, the operation period is 13 years, and the project cooperation period is 15 years. According to the company, the amount of the company's project acceptance accounted for 19.79% of the company's 2016 audited operating income of RMB 4.573 billion. After the project is successfully implemented, it is expected to have a positive impact on the company's operating results in 2018 and beyond.
Kun Cai Technology: Upgrading the Prices of Some Series Products from June 1
Kun Cai Technology (603826) announced on the evening of April 16, after the study decided: Since June 1, 2018, the upward adjustment of the ex-factory price of some series of products, increased by 5%. The adjustment of the price of some of the products of the company will not have a significant impact on the financial indicators of the company in 2018.
Wanye Enterprise: Planned to purchase equity of Shanghai Kaishitong Semiconductor Co., Ltd.
Wanye Enterprise (600641) announced on the evening of April 16 that the company is planning to purchase shares of Shanghai Kaishitong Semiconductor Co., Ltd. from Kingstone Technology HongKong Limited to issue shares and pay cash. The company's shares are suspended from the 17th.
Huaxia Happiness: Some directors and executives plan to spend RMB 55 million to increase their stakes
Huaxia Happiness (600340) announced on the evening of April 16 that based on the current understanding of the current capital market situation and the continuing optimism for the company's future development, some of the company’s directors and senior management plans to increase their holdings with their own funds within 3 months. Shares, the proposed increase in the amount of 55 million yuan.
Jin Lei Wind Power: No more than 590 million yuan investment in wind turbine casting and forging project
Jin Lei Wind Power (300443) announced on the evening of April 16 that in order to implement the vertical integrated development strategy, the company plans to invest and construct an annual output of 8000 MW wind turbine casting and forging projects in the steel district of Laiwu City, with a total investment of no more than 590 million yuan.
Hainan Free Trade Zone concept broke out as scheduled! The concept of horse racing and online lottery has soared. The market around Hainan is fermenting!
Benefiting from the positive impact of Hainan's deepened reform and opening up policy, Hainan’s local stocks shined today, with the sector index soaring by 5.24%, leading the sector in other regions, and setting the biggest one-day gain in the sector in the past two years.
On the market, the local daily limit of 16 Hainan stocks opened directly. At the close, with the exception of the suspension shares, Hainan’s local stocks floated across the board, and 21 shares were sealed up. The momentum is comparable to the concept of the Xiong’an New District, which was hot last year.
Recently, the State Council’s Guiding Opinions on Supporting Hainan's Comprehensive Deepening of Reform and Opening-up clearly stated that by 2020, significant progress has been made in the construction of the Free Trade Pilot Zone, and international openness has increased significantly; by 2025, the free trade port system has been initially established. The business environment has reached the domestic first-class level; the development of beach sports, water sports, horse racing and other projects are encouraged; the national sports tourism demonstration zone is supported; and the development of sports guessing sports lottery tickets and large-scale international competitions are opened.
In this context, the concept of a lot of silent horse racing and online lottery revived today, and the local stock exchanges in Hainan rose sharply, becoming the main force in the Shanghai and Shenzhen stock markets.
Concept stock leader ready to go
Subject speculation, leading stocks are a topic that can not be avoided, not only because of the driving effect of leading stocks, but also leading stocks have a more persistent factor. When choosing the leading stocks of the subject matter, the amount of closing orders for the daily limit is one of the more important reference factors.
Judging from today's disk, 12 local stocks in Hainan have daily limit, including hippocampus, Dadonghai A, Luo Niu Shan, etc.; multi-stock intraday volatility limit, such as China Tungsten Gaoxin, Beijing Grain Holdings, and double into Pharmaceuticals and so on.
From the situation of closing daily limit orders, the amount of closing orders for six shares daily limit exceeds 100 million yuan, namely Luo Niushan, Channel Stock, Hainan Ruize, Hainan High Speed, Hainan Rubber and Hainan Airlines.
Luo Niushan daily limit of 724,000 hands, about 788 million yuan of funds first. Luoniu Mountain is the largest animal husbandry enterprise in Hainan Province with the largest scale and supporting industry system. It has established ten major supporting systems, including breeding of elite breeds and livestock and poultry products, and has formed a complete industrial chain.
There were 178 thousand contracts in the daily limit of the Straits Shares, which amounted to approximately 674 million yuan. Its latest closing price hit a record high. The company is a backbone shipping company for passengers and cargo in and out of Hainan Island. It is the earliest domestic shipping company to introduce foreign passenger rolling ships. It is mainly engaged in the passenger transportation business of Nanhai with Hainan Province as the center. The passenger transport capacity and traffic volume have been firmly established in the South China Sea for many years. Passenger transport market first.
Among the horse racing concept stocks, HNA Innovation, Zhujiang Industrial, and Hualian have all exceeded the limit of the word board, and HNA’s innovation limit has closed 300,000 contracts, which is approximately 149 million yuan. It is worth noting that HNA Innovation is also a local stock in Hainan, which specializes in tourism and catering services and development, construction, operation and investment of scenic spots.
In the online lottery concept stocks, Hongbo shares hit a daily limit, while Guangdong Media and Tianyin Holdings hit a daily limit after a shock. Hong Bo shares limit orders to close 160,000 hands, about 229 million yuan in funds. Hongbo's shareholding business covers lottery ticket ticketing and invoicing printing, color seed development and electronic lottery operations, ticket products and high-end packaging and printing, RFID smart labels and internet of things services.
Listed companies respond to the layout of Hainan's business
The concept of the Hainan Free Trade Zone is currently becoming the focus of attention in the market. With the related policies further landing, listed companies with a business presence in Hainan will benefit from it.
Data Bao found out that by sorting out the latest news from Shenzhen Stock Exchange Interactive, many listed companies responded to questions from investors. The details are as follows:
Question: Hainan is about to become China's Hawaii. How much is your land in Hainan?
Re: Hello! The company currently has two real estate projects in Lingshui and Sanya in Hainan, including residences, apartments, businesses, and hotels. Please refer to the 2017 annual report for specific land area.
Sente Cableway (002159)
Question: Does your company have plans to develop beach sports in Hainan?
Reply: Hello, the company's subsidiary, Hainan Romantic Tianyuan Sea Tourism Co., Ltd. is mainly responsible for the construction and operation of the beach expansion project around the Monkey Island scenic spot.
Wanda Information (300168)
Question: Is there business in Hainan?
Reply: The "Yancheng Minyun" built by Wanda Information was formally launched on December 14, 2017 to serve Haikou citizens. In addition, the company has operations in Hainan's smart government affairs, medical and health care areas. Thank you!
Digital Political Communication (300075)
Question: Will the company conduct business in Hainan, or plan to start business in Hainan?
Re: The company has already deployed in Hainan Province and has extensive business operations in various cities, including the construction of digital city management systems in Haikou City and Sanya City. In the future, we will intensify market expansion and contribute more to the development of Hainan.
Pubang shares (002663)
Question: Does the company have business in Hainan?
Re: The company has established Hainan Branch to carry out business in Hainan and has excellent landscape projects.
Ling Xiao Pump Industry (002884)
Question: Does the company have any business in Hainan?
Reply: The current sales in Hainan are mainly agriculture, water pumps for marine aquaculture use. In the entire Hainan pump market, our company sells products at the forefront.
Donghua Software (002065)
Question: Does your company have a system or software project for e-government in Hainan? What are the plans for supporting Hainan enterprises on the cloud platform?
Reply: Since 2014, Donghua Software has signed a strategic cooperation agreement with the Hainan Provincial Government and began to distribute Hainan's big data and great health industry. It has invested more than 1 billion yuan to build the Donghua South Base, regional medical cloud computing service center, and Internet finance operations. Center, smart city integration solution platform, training center, display center, etc. In May 2017, the Sanya Yungang Big Data Center was built to invest in the health-care medical SAAS platform. In February 2018, it won the bid for Zhangzhou Xueliang Project. In the second half of this year, Donghua Sanya Cloud Computing Industrial Park is also about to start construction.
Today, the company announced that Lianshi Nonferrous Metal Mining Co. Ltd. will resume production.
Zhongnan West Coast is invested and constructed by Zhongnan Construction 000961 with a total investment of RMB 10 billion. It is jointly planned and designed by the UK-based Hele Group, the Shanghai Modern Planning Institute and the Dadi International Architecture Office. The project occupies 7,500 mu and the total construction area is approximately 7 million square meters.
603727 broken new shares, it is worth paying attention to low-cost intervention
Five types of taboos: one bogey, two bogey fears, three taboos, four taboos, and five taboos;
Five Conditions: Knowledge, Patience, Courage, Health, and Capital