The A-share market fell this morning, and the gem index fell sharply again, falling more than 2% in the session. Some new energy track stocks represented by Contemporary Amperex Technology Co.Limited(300750) adjusted sharply again, dragging down the gem index.
It is worth noting that after repeated adjustments, some leading stocks of new energy track have fallen by more than 40% compared with the high point in recent two years, and some stocks have even halved, and the retreat range is not small.
A-share low shock
the gem opened higher and went lower, falling more than 2%
According to the market data, the overall low level of the A-share market fluctuated in the morning, and the performance of the Shanghai composite index was relatively strong. After the gem index opened high, it fell step by step, falling by more than 2% during the session.
In terms of industry sector, according to the classification of shenwanyi industry, the agriculture, forestry, animal husbandry and fishery sector led the rise, and many pig concept stocks in the sector led the rise, Dongrui Food Group Co.Ltd(001201) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Hunan New Wellful Co.Ltd(600975) impacted the daily limit.
Previously, due to the pre loss impact of many companies in the pig industry, the stock prices of many pig concept stocks fell sharply, but recently, the stock prices of these stocks have a certain tendency to hit the bottom and rebound.
According to the research view of Guosen Securities Co.Ltd(002736) , the pig price has continued to decline since January. It is expected to maintain the downward trend after the Spring Festival and further catalyze the sector. 2022 is the best stage to layout the pig sector in advance, and the pig cycle will probably reverse the market in 2023. At the same time, meat products benefit from the decline in pig prices, and the profit is expected to be further improved in 2022.
The real estate sector is also rising sharply. Shenzhen New Nanshan Holding (Group) Co.Ltd(002314) , Shenzhen Kingkey Smart Agriculture Times Co.Ltd(000048) hit the daily limit. Among the leading real estate stocks, Poly Developments And Holdings Group Co.Ltd(600048) rose more than 5% during the session.
According to the research view of galaxy securities, according to the sales list of the top 100 real estate enterprises in January 2022 released by Kerui, the full caliber sales amount of the top 100 real estate enterprises in January was 584.9 billion yuan, down from – 40.69% in the same period last year and – 95.37% from the average level in 2021. This month, the real estate market continued the cooling trend since the second half of last year, with poor overall performance, dismal market sales and sharp decline in demand. It is mainly caused by the following two factors: 1) near the Spring Festival, most real estate enterprises slow down the supply rhythm; 2) The downward pressure on the market has intensified, and buyers’ wait-and-see mood has increased, resulting in insufficient effective demand. To a certain extent, it is affected by the Spring Festival factors, and the natural days in February are relatively short. It is expected that the real estate market in February is still not optimistic. When it is imperative to ensure completion and delivery, sales will face great pressure in the future, and transactions may continue to decline.
However, Galaxy Securities also believes that in the short-term dimension, the warmer policy promotes the improvement of valuation. At present, it is in the combination of “bottom of fundamentals” + “bottom of policy”. The fundamentals are still on the way to accelerate the downward trend. The prosperity is the worst in history. There is still room for policy game. It believes that the first quarter of this year is the best window period for allocation. In the medium and long term, under the expectation of increased concentration and stable profits, the “three good real estate enterprises” with excellent management, smooth financing and diversified development will enjoy a higher valuation premium.
In addition to the agriculture, forestry, animal husbandry, fishery and real estate sectors, the media, petroleum and petrochemical, transportation and other sectors also performed relatively well.
Power equipment, household appliances, food and beverage sectors led the decline.
In addition, unlike the situation in which rising stocks were more than falling stocks a few days ago, there was a certain reversal in the comparison of rising and falling stocks in the market this morning, and the number of falling stocks began to be significantly more than that of rising stocks, reflecting the weakening of market sentiment as a whole.
trillion ningwang fell again
some new energy concept stocks have been “halved”
It is worth noting that the leading new energy track stock Contemporary Amperex Technology Co.Limited(300750) with a market value of more than trillion yuan fell sharply again this morning, with an intraday decline of more than 8%.
In addition to Contemporary Amperex Technology Co.Limited(300750) , most of the leading stocks of the new energy track also fell sharply.
The market value of Yunnan Energy New Material Co.Ltd(002812) with a market value of more than 200 billion yuan once fell by about 7%.
According to the announcement released last night, recently, the company signed a guarantee contract (Contract No.: c220121gr3102017) with Bank Of Communications Co.Ltd(601328) Shanghai pilot Free Trade Zone New Area Branch (hereinafter referred to as “Bank of Communications Shanghai pilot Free Trade Zone New Area Branch”), The company provides joint and several liability guarantee for the holding subsidiary Shanghai Enjie New Material Technology Co., Ltd. (hereinafter referred to as “Shanghai Enjie”) to apply for the credit line from the New Area Branch of Shanghai free trade zone of Bank of communications for a comprehensive credit of RMB 60 million; The company and China Citic Bank Corporation Limited(601998) Zhuhai branch (hereinafter referred to as ” China Citic Bank Corporation Limited(601998) Zhuhai branch”) signed the maximum guarantee contract (Contract No.: (2022) Suiyin Zhuhai ZBZ No. 0008), The company provides joint and several liability guarantee for the comprehensive credit line of RMB 300 million applied to China Citic Bank Corporation Limited(601998) Zhuhai branch by Zhuhai Enjie New Material Technology Co., Ltd. (hereinafter referred to as “Zhuhai Enjie”), a wholly-owned subsidiary of Shanghai Enjie; In addition, the company also signed the maximum guarantee contract (Contract No.: 44100520220001149) with Agricultural Bank Of China Limited(601288) Zhuhai Jinwan sub branch (hereinafter referred to as “ABC Jinwan sub branch”), and the company provided joint and several liability guarantee for the comprehensive credit line of RMB 270 million applied by Zhuhai Enjie to ABC Jinwan sub branch.
In addition to the above stocks, Eve Energy Co.Ltd(300014) fell more than 5% during the session, and several related concept stocks such as Hangzhou First Applied Material Co.Ltd(603806) , Ja Solar Technology Co.Ltd(002459) , Sungrow Power Supply Co.Ltd(300274) also fell more than 4%.
According to the reporter’s statistics, with the continuous adjustment of new energy track stocks, many stocks have fallen by more than 40% compared with the high share price in recent two years. Such stocks include many leading stocks of new energy track, such as Eve Energy Co.Ltd(300014) , Ganfeng Lithium Co.Ltd(002460) , Tianqi Lithium Corporation(002466) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , Tongwei Co.Ltd(600438) , Sungrow Power Supply Co.Ltd(300274) .
In addition, some related concept stocks have been “halved” compared with the high level in recent two years, and the biggest decline of Wuxi Shangji Automation Co.Ltd(603185) , Shenzhen S.C New Energy Technology Corporation(300724) , Arctech Solar Holding Co.Ltd(688408) has even exceeded 60%.
Hong Kong shares China oil and Gas Holdings soared 140%
to be invested by Zhongcai Chengfa group under SASAC
Hong Kong stock China oil and Gas Holdings (0702. HK) soared more than 140% to HK $0.315, with a market value of HK $1.05 billion.
On the news side, on February 9, China oil and Gas Holdings (00702) disclosed the progress of debt restructuring. China oil and Gas Holdings plans to acquire the shares of Zhongcai Chengfa group, which is beneficially owned by SASAC. After taking the shares, Zhongcai Chengfa group owns more than 30% of the company’s expanded issued share capital, or triggers a comprehensive offer.
China oil and Gas Holdings is mainly engaged in the exploration, exploitation and production of coalbed gas fields and raw coal washing and dressing in China. The latest interim performance was a revenue of HK $128 million and a net profit loss of HK $219 million.
