The A-share market fluctuated in a narrow range in the morning, with the index rising and falling, led by agriculture, forestry, animal husbandry and fishery, wine making, tourism and other sectors.
About 2600 stocks rose in the two cities, with rising stocks accounting for the vast majority, indicating that the market is dominated by rising.
Stock markets in the Asia Pacific region generally strengthened in the morning, and Hong Kong stocks also performed stably.
a-share index fluctuated at a low level
Market data showed that the Shanghai index closed up 0.28% in midday trading and the gem index fell 0.25%. Northbound funds bought a net 2.169 billion yuan in half a day.
In the industry sector, the agriculture, forestry, animal husbandry and fishery sector rose sharply, led by a number of chicken and pork concept stocks, Hunan New Wellful Co.Ltd(600975) , Fujian Tianma Science And Technology Group Co.Ltd(603668) intraday limit, Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Ningxia Xiaoming Agriculture & Animal Husbandry Co.Ltd(300967) , Tecon Biology Co.Ltd(002100) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Tangrenshen Group Co.Ltd(002567) and other stocks rose sharply.
According to the recent research view of galaxy securities, the pig cycle is firmly recommended for the opportunities of the agricultural sector in 2022. The core view is that in the bottom stage of the pig cycle, the deep loss period is the best time to layout breeding stocks. From the perspective of expectation, there will be no worse expectation. The risk of breeding stocks has been released in large quantities, and the safety margin is very high. With the decline of the number of fertile sows and the decline of pig prices again, the production capacity continues to clear, which is good for the industry to meet the dawn. The stock price of the cycle industry is the first. Based on its judgment of the second bottom of the pig cycle from the second quarter to the third quarter of 2022, the first quarter is expected to be the second best time point for the layout of breeding stocks. On February 25, the average price of pigs in 22 provinces and cities across the country was 12.45 yuan / kg, a month on month increase of – 0.24%. From the supply side, the production capacity continues to be cleared. By the end of January 2022, 42.9 million sows can be bred, with a chain comparison of – 0.9% and a year-on-year comparison of – 3.7%. From the demand side, consumption is in the off-season. From its tracking indicators, the pig cycle is still in the process of double bottoming. Even though many voices believe that the second bottom / inflection point may be delayed (to 2023), the agency observed from the aspects of sows, piglets, profits, weight and so on. The data trend is still in its changing trend, waiting for the cycle reversal in 2022.
Brewing stocks rose sharply, with the sector rising by more than 2%, and several beer stocks were among the top gainers, including Fujian Yanjing Huiquan Brewery Co.Ltd(600573) intraday limit, Beijing Yanjing Brewery Co.Ltd(000729) , Tsingtao Brewery Company Limited(600600) intraday rise of more than 8%. Baijiu shares rose relatively lags, Kweichow Moutai Co.Ltd(600519) intraday rose more than 3%.
Dongxing Securities Corporation Limited(601198) recently released research report believes that it is not just Budweiser, but also China’s mainstream beer enterprises continue to improve the proportion of their high-end products this year. The growth rate of high-end beer enterprises will not decrease in 2022, and the profit point of beer enterprises is still in structural upgrading. In the past six months, due to the great pressure of rising costs, most liquor enterprises have raised prices. The agency believes that under the influence of the epidemic, the operation of many consumer places such as nightclubs is limited, which does bring some pressure to beer sales. However, the trend of upgrading the product structure of the industry as a whole and increasing the profit per ton of wine by raising prices and reducing costs has not changed. With the gradual improvement of the epidemic situation, the trend of simultaneous increase in volume and profit of the industry as a whole is expected to remain.
The tourism sector rose sharply, Tibet Tourism Co.Ltd(600749) limit, Guilin Tourism Corporation Limited(000978) , Caissa Tosun Development Co.Ltd(000796) , etc.
The Pacific Securities Co.Ltd(601099) securities recently released a research report that the temperature across the country began to rise recently. With the arrival of spring, the tourism industry began to go out of the off-season, and the peripheral and self driving tours with the theme of flower appreciation and spring outing and outdoor hiking began to heat up. Last week, the national policy for the recovery and development of the service industry was issued to support the tourism, catering, retail and other industries greatly affected by the epidemic, which is expected to drive the further recovery of the industry. It is suggested to focus on the scenic spot stocks of surrounding tourism.
Express logistics sector fell sharply S.F.Holding Co.Ltd(002352) fell by more than 4%.
Non ferrous metal stocks fell sharply, among which gold concept stocks led the decline, Western Region Gold Co.Ltd(601069) , Chenzhou City Jingui Silver Industry Co.Ltd(002716) , Hunan Gold Corporation Limited(002155) , China National Gold Group Gold Jewellery Co.Ltd(600916) , etc.
According to Xiake Island, the Russian Ukrainian negotiations are over and the next round of negotiations will be held on the white wave border.
On February 28 local time, the Russian delegation and the Ukrainian delegation held negotiations in Gomel state, Belarus. After the meeting, the two sides said that they had found the key points for reaching consensus in the future. The next round of negotiations will be held in the near future, and the talks will be held in the border area between Belarus and Poland.
In addition, on February 28 local time, French President macron and Russian President Vladimir Putin talked on the phone. Putin stressed that such a solution is possible only if Russia’s legitimate security interests are unconditionally taken into account, including recognizing Russia’s sovereignty over Crimea, solving the demilitarization of the Ukrainian State and ensuring its neutrality.
400 billion market value guangfulong hair Clarification Announcement shares rose 2.74% in the morning
In addition, the photovoltaic leader with a market value of more than 400 billion yuan issued a clarification announcement at noon today, saying that on February 28, 2022, the relevant media published a report entitled “heavyweight: Longji shares, Ningxia’s richest party Yanbao wants to build 300000 tons of polycrystalline silicon, 50gw crystal pulling chips and 30GW battery modules, with a phase I investment of tens of billions”, The report mentioned that Longji Hong Kong Investment Co., Ltd., a subsidiary of Longji, took a 1.8488% stake in Ningxia Baofeng New Energy Technology Co., Ltd.
The announcement said that after verification, the above media reports are not true. Longji Hong Kong Investment Co., Ltd. is not a wholly-owned subsidiary or holding subsidiary of Longi Green Energy Technology Co.Ltd(601012) (hereinafter referred to as ” Longi Green Energy Technology Co.Ltd(601012) ” or “the company”), and the company and other subsidiaries have not taken shares in Ningxia Baofeng New Energy Technology Co., Ltd.
Longi Green Energy Technology Co.Ltd(601012) morning rise of 2.74%.
Asia Pacific stock market strengthened and Hong Kong stock market stabilized
The stock markets in the Asia Pacific region also showed stable performance in the morning.
Japan’s Nikkei 225 index rose more than 1% in midday trading, once breaking the 27000 mark.
Singapore stock market and Australian stock market also rose to some extent in the morning.
The performance of Hong Kong stocks is relatively weak, but the overall performance is still stable. The Hang Seng Index rose significantly after the opening, but it has been rising and falling repeatedly since then. The Hang Seng technology index rose most of the morning. Auto home and mingyuanyun led the rise, while Ctrip group led the decline.
Among the constituent stocks of the Hang Seng Index, Xinyi Glass rose more than 4% in the intraday trading, leading the rising constituent stocks.
According to the announcement released by Xinyi Glass, for the year ended December 31, 2021, the total revenue of the company reached HK $30.459 billion, an increase of 63.6% over the total revenue in 2020; The profit attributable to equity holders of the company amounted to HK $11.556 billion, an increase of 79.9% year-on-year; The basic earnings per share was HK $287.0 and a final cash dividend of HK $76.0 per share was declared. The announcement shows that due to the strong demand for high-quality float glass and architectural glass in the Chinese market and automotive glass in the global market, the group maintained its leading position in the global glass industry in 2021.
