On the last trading day before the festival, digital currency, prefabricated vegetables and other sectors performed prominently.
On the last trading day before the festival, the three major stock indexes of A-Shares rebounded from the bottom in the morning. The Shanghai index rose 0.39% at the opening, and the Shenzhen Composite Index rose 0.9% at one time. Both turned green in less than half an hour, and the Shanghai index fell more than 1% at one time. Near the closing, the main stock indexes turned red again, the Shanghai index closed up 0.05%, and the Shenzhen composite index closed up 0.53%.
In terms of sectors, digital currency concept stocks led the two cities, and education, prefabricated vegetables and feed led the gains. Cyclical stocks suffered early losses, and the concepts of coal, lithium ore and cement fell sharply.
Apple's quarterly revenue and net profit reached a new high
After Thursday's trading in US stocks, Apple announced the first quarter financial report of fiscal year 2022. According to the financial report, the company's revenue increased by 11% year-on-year to $123.95 billion, was the highest single quarter revenue ever , and the net profit reached $34.63 billion, a year-on-year increase of 20.43%, also setting a record high. After the announcement of the financial report, the company rose 5.03% after hours.
Apple's record revenue may be due to the strong performance of its smartphones. According to a report released on the official website of canalys, a market research institution, Apple's shipments accounted for 22% of global smartphone shipments in the fourth quarter of 2021, benefiting from the strong demand for iphone13 series, and returned to the top of the global smartphone market. in the fourth quarter, despite the impact of the lack of chips, the sales of iphone13 Series in China still reached an all-time peak. At present, Apple's supply chain has begun to recover.
In early trading today, some stocks in the apple industry chain performed better. Dingli Corp.Ltd(300050) rose 6.83% in early trading, and Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) , Shenzhen Fenda Technology Co.Ltd(002681) , dingyang technology, Ningbo Yunsheng Co.Ltd(600366) all rose more than 4%.
According to the statistics of securities times · databao, 40 listed companies in the apple industry chain have announced the performance forecast for 2021, of which 29 have increased in advance. From the median year-on-year increase of net profit attributable to the parent company, Ningbo Shanshan Co.Ltd(600884) , Kunshan Kersen Science & Technology Co.Ltd(603626) , Guangdong Faith Long Crystal Technology Co.Ltd(300460) are expected to increase the most, with 2251%, 918.9% and 667.26% respectively.
According to the performance forecast of Ningbo Shanshan Co.Ltd(600884) , the company is expected to realize a net profit attributable to the parent company of 1.72-1.93 billion yuan in 2021, turning losses into profits year-on-year. The main reason is that the cathode material business continues to strengthen the supply chain management, the transmission of raw material price increases is smooth, and the profitability of products is improved. The electrolyte business benefited from the rise in the price of lithium hexafluorophosphate and the production capacity of some lithium hexafluorophosphate prepared by the company, and the performance increased significantly year-on-year.
prefabricated dish concept stocks rose in early trading
Near the Spring Festival, the concept stocks of prefabricated dishes in early trading continued to rise, Xi'An Catering Co.Ltd(000721) , Guangzhou Lingnan Group Holdings Company Limited(000524) rose by the limit, Gaishi food rose by 7.6%, and Baiyang Investment Group Inc(002696) , Tangrenshen Group Co.Ltd(002567) , China Quanjude(Group) Co.Ltd(002186) , Zoneco Group Co.Ltd(002069) and other stocks all rose by more than 5%.
In terms of news, at the two sessions of Shandong Province held recently, several chairmen of listed companies made suggestions and suggestions for the development of prefabricated vegetable industry, and all proposed to make good use of the industrial advantages of Shandong, plan Shandong prefabricated vegetable industry cluster, and build Weifang cities into "the capital of prefabricated vegetables in China".
China's Prefabricated vegetable industry has developed rapidly in recent years. According to the statistics of ncbd, the market scale of China's Prefabricated vegetable industry was about 252.7 billion yuan in 2020, with a compound growth rate of 31.2% from 2015 to 2020. At present, there are 72000 enterprises related to prefabricated dishes in China, and more than 50% of them were established after 2015.
Sealand Securities Co.Ltd(000750) the research report believes that the prefabricated dishes have the dual catalysis of the Spring Festival and the epidemic, ushering in the tuyere period. This year, many people choose to "celebrate the new year on the spot" during the Spring Festival, and the sales of online and offline prefabricated dishes for new year's Eve dinner are booming. Under the normalization of the epidemic, the number of dining scenes at home has increased, and the rise of new retail channels such as box horse and Ding Dong shopping has also accelerated the consumption and popularization of prefabricated dishes.
list of pre added prefabricated vegetable concept stocks
Data treasure statistics show that there are 51 concept stocks involving prefabricated dishes in a shares. In terms of valuation, the latest rolling P / E ratio of five stocks in the prefabricated vegetable sector is less than 20 times, including Wuhan Department Store Group Co.Ltd(000501) , Org Technology Co.Ltd(002701) , Chengdu Hongqi Chain Co.Ltd(002697) , Longda food, Shenzhen Cereals Holdings Co.Ltd(000019) , of which the latest valuation of Wuhan Department Store Group Co.Ltd(000501) is less than 10 times.
Wuhan Department Store Group Co.Ltd(000501) previously said on the investor Q & a platform that at present, Wushang supermarket has launched two categories of prefabricated dishes: New Year's Eve dinner gift box and single product single box, of which single product single box has been on sale, and the brand and variety are constantly enriched.
In terms of performance, 12 prefabricated vegetable concept stocks have announced the performance forecast or performance express for 2021, of which 6 have increased in advance, Tongwei Co.Ltd(600438) , Huatian Hotel Group Co.Ltd(000428) is expected to increase by more than 100%, and Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Zhongyin Babi Food Co.Ltd(605338) , Shandong Delisi Food Co.Ltd(002330) is expected to increase first.
According to the performance forecast of Tongwei Co.Ltd(600438) , the company is expected to realize a net profit attributable to the parent company of 8-8.5 billion yuan in 2021, with a year-on-year increase of 122% - 136%. The company said that the company's food business in the agriculture and animal husbandry sector has aquatic products brands such as "Tongwei fish". At present, it has sold prefabricated aquatic products through catering major customer customization, dealers and C-end (such as Shangchao and e-commerce).
