On the first trading day of the year of the tiger, the A-share market opened higher, ushered in a "good start", and performed as a whole in the morning.
As of midday closing, the three major indexes rose collectively, with half day turnover of 553.7 billion yuan in the two cities and net purchases of more than 6 billion yuan from northbound funds. On the sector, oil and gas exploitation, underground pipe network, steel, cement, coal, phosphorus chemical industry and other sectors led the increase. In terms of individual stocks, the overall rise was more or less, with more than 3400 stocks rising.
A shares opened high on the first day of the year of the tiger
Market data show that the Shanghai index opened up 1.38%, the Shenzhen component index opened up 1.73%, and the gem index opened up 2.17%. Since then, the trend of major indexes has been differentiated, but it is still hot on the whole.
In terms of industry sectors, the vast majority of sectors in the two cities rose.
The oil sector soared, with an intraday increase of more than 6%. Petrochina Company Limited(601857) A shares soared by more than 8%. At present, the total market value of Petrochina Company Limited(601857) is nearly trillion.
The background of the sharp rise in oil stocks is that the international price of China's crude oil futures is rising sharply. In the morning, the main contract of China's crude oil futures soared by more than 4%.
Construction, steel, coal and other traditional industries also rose collectively, with intraday gains of more than 3%.
In the industry sector, the share price trend of hotel catering, wine making, tourism and other industries greatly affected by the epidemic is weak.
In terms of large market capitalization companies, Byd Company Limited(002594) A shares rose sharply, once approaching the daily limit.
Byd Company Limited(002594) yesterday released the production and sales express in January 2022. According to the above express, the sales volume of new energy vehicles of the company increased significantly. In January 2022, the sales volume of new energy vehicles was 93168, a sharp increase of 361.73% year-on-year.
Ping An Insurance (Group) Company Of China Ltd(601318) A shares rose more than 4%.
Ping An Insurance (Group) Company Of China Ltd(601318) yesterday issued an announcement on the restructuring progress of the participating Founder group. According to the announcement, according to the provisions of the restructuring investment agreement and the selection of creditor's rights settlement scheme by the restructuring subject, Ping An Life plans to invest about 48.2 billion yuan to acquire about 66.51% of the equity of xinfangzheng holding Development Co., Ltd. (hereinafter referred to as "xinfangzheng group").
On January 30, 2022, Ping An Life received the reply of the China Banking and Insurance Regulatory Commission on the equity investment of Ping An Insurance (Group) Company Of China Ltd(601318) Life Insurance Co., Ltd. in xinfangzheng group (Yin Bao Jian Fu [2022] No. 81), and the China Banking and Insurance Regulatory Commission agreed to Ping An Life's investment in xinfangzheng group. Ping An Life Insurance has met the basic conditions for participating in this reorganization, and it will actively promote the follow-up work agreed in the reorganization investment agreement and the reorganization plan with all parties.
The new energy track leader Contemporary Amperex Technology Co.Limited(300750) opens high and walks low.
According to the performance forecast previously released by Contemporary Amperex Technology Co.Limited(300750) , the company expects the net profit attributable to shareholders of Listed Companies in 2021 to be 14 billion yuan – 16.5 billion yuan, an increase of 150.75% - 195.52% over the same period of the previous year, Contemporary Amperex Technology Co.Limited(300750) said that the main reasons for the increase in performance in 2021 compared with the same period of the previous year include: the increase in the penetration of new energy vehicles and energy storage market in 2021, driving the growth of battery sales; The company has made progress in market development, released new production capacity and increased production and sales accordingly; The company strengthened cost control and reduced the proportion of expenses in revenue.
While the market rose sharply, northbound funds made a substantial net purchase, with a net purchase of more than 6 billion yuan in the morning.
several performance thunder stocks fell sharply against the trend, and many stocks fell by the limit
On the morning of the first day of the year of the tiger, while the market as a whole rose sharply, several stocks fell sharply against the trend, or even fell by the limit, mainly some storm thunder stocks with large pre loss performance.
For example, Jiangxi Zhengbang Technology Co.Ltd(002157) the performance forecast for 2021 released on the last trading day before the Spring Festival shows that the company expects the net loss attributable to shareholders of listed companies to exceed 10 billion yuan in 2021, and the expected loss will reach 18.2 billion yuan – 19.7 billion yuan.
For the expected large loss, the company explained many reasons, including the sales of 14.9267 million pigs during the reporting period, a year-on-year increase of 56.14%. Due to the decline in the market price of live pigs in China, the average sales price of a single head of the company was 16.60 yuan / kg, a year-on-year decrease of 16.10 yuan / kg, and the income of a single head decreased by 1653 yuan. The increase of sales volume combined with the decrease of sales price affected the profit of 8.873 billion yuan. The company has a single industry and its profit contribution is mainly pig breeding business. Compared with diversified companies, it is more affected by pig cycle.
In addition, Jiangxi Zhengbang Technology Co.Ltd(002157) said that the total number of sows in China decreased sharply from 2019 to 2020 due to the impact of the epidemic. In order to ensure supply and obtain profits, the company expanded rapidly by purchasing high-priced sows. During the reporting period, thanks to the rapid increase of the company's own sows and the continuous decline of pig prices in China, the company made a strategic transformation from rapid development to high-quality development. It not only disposed of the inefficient sows purchased at high prices in the early stage, but also further optimized the population in order to improve the efficiency of sows, optimize resources, reduce costs and ensure the safety of funds, A total of 2.2 million dead Amoy fertile sows and reserve sows, with a loss of 6.2 billion-6.8 billion yuan.
Affected by this news, Jiangxi Zhengbang Technology Co.Ltd(002157) firmly sealed the limit after opening today.
Dr.Peng Telecom&Media Group Co.Ltd(600804) after opening today, it also firmly sealed the limit.
According to the performance forecast of 2021 released by Dr.Peng Telecom&Media Group Co.Ltd(600804) , according to the preliminary calculation of the financial department, the net profit attributable to the shareholders of the listed company in 2021 is expected to be a loss compared with the same period of the previous year. The net profit attributable to the shareholders of the listed company is about -824 million yuan and the net profit attributable to the shareholders of the listed company after deducting non recurring profits and losses is about -1977 million yuan.
Suning.Com Co.Ltd(002024) was once close to the limit.
According to the performance forecast of 2021 released by Suning.Com Co.Ltd(002024) , the net profit attributable to shareholders of Listed Companies in 2021 is expected to be 42.3 billion yuan – 43.3 billion yuan.
However, there are also some companies whose share prices have risen after issuing a large advance loss announcement. For example, Huaneng Power International Inc(600011) , Shanghai Electric Group Company Limited(601727) both released the announcement of pre loss of performance on the last trading day before the Spring Festival, but the intraday stock price rose against the trend this morning, which may be that the stock price has reflected the performance in advance.
Hong Kong stocks fell slightly
While A-Shares rose, Hong Kong stocks fell in the morning, with the Hang Seng index falling less than 1% and the Hang Seng technology index falling relatively large.
Among the constituent stocks of Hang Seng technology index, Haier Smart Home Co.Ltd(600690) and Yuewen group fell by more than 5%, with Jinshan software, Byd Company Limited(002594) electronics, Lenovo Group and Alibaba leading the decline.
While Hong Kong stocks fell slightly, Japan and South Korea stock markets in the Asia Pacific region also fell slightly.
