March starts well! On Tuesday, the three major stock indexes in the A-share market collectively closed up, and the daily line of the Shanghai stock index achieved three consecutive positives. It is noteworthy that the hot spots in the market rotate rapidly. When it comes to the “drinking and eating meat” market, beer, pork, scenic spots and tourism have risen strongly one after another. The net purchase of northbound funds was 3.276 billion yuan.
Specifically, the beer concept sector led the rise, Beijing Yanjing Brewery Co.Ltd(000729) , Fujian Yanjing Huiquan Brewery Co.Ltd(600573) limit; The pork sector showed strong performance, with five individual stocks including Shenzhen Kingsino Technology Co.Ltd(002548) , Hunan New Wellful Co.Ltd(600975) and others collectively trading; Scenic spots and tourism, education, beverage manufacturing and other sectors were active; Small metal sector led the decline, Sinomine Resource Group Co.Ltd(002738) fell more than 5%; Salt lake lithium extraction, precious metals, diamond cultivation and other sectors led the decline.
For the aftermarket of a shares, institutions generally said that with the gradual clarity of external disturbance factors and the superposition of northward capital return of a shares, the market sentiment will rise, and the market may be expected to stabilize gradually.
Yang Delong, chief economist of Qianhai open source fund, said that recently, the A-share market has gradually digested some negative external factors, so the market bottomed out and rebounded this week. In March, A-Shares will also usher in the annual report disclosure period and the pre disclosure period of the first quarterly report of listed companies. You can focus on some industries and individual stocks whose pre disclosure exceeds expectations. Companies with performance growth exceeding expectations often have performance market, which may bring certain opportunities, especially in the new energy sector, which is more likely to exceed expectations. In the middle of last year, the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles more than doubled, and the installed capacity of photovoltaic and wind power also significantly exceeded expectations, which may bring performance to new energy vehicles, lithium batteries, wind power and photovoltaic industries.
Ping An Securities said that the A-share market is still dominated by shocks, but structural opportunities are expected to increase, and the overall performance will be better than that in February. After March, with the release of economic data, the policy statements of the two sessions and the performance of listed companies, the uncertainty of the market will gradually decrease and the bottom of the market will be closer and closer. Structurally, it is suggested to focus on the energy and chemical sector that benefits from the expected catalysis of rising energy prices, and the policy direction represented by information + green energy new infrastructure.
Lang Chengcheng, general manager of the research department of Furong fund, said that although the intensification of overseas geopolitics has brought short-term disturbances, from the perspective of past history, geopolitical conflicts will not change the medium-term trend of a shares. At the current valuation level, the opportunities of A-Shares outweigh the risks. The “steady growth” of the two sessions is expected to continue to increase. After the credit data exceeds expectations, the wide currency is initially transmitted to the wide credit, and the repair of the growth style is still continuing. Suggestions for relatively balanced configuration: 1 Focus on the growth track, such as automotive electronics, photovoltaic, pharmaceutical and other stocks with better than expected performance. 2. The “real estate chain” sector, “new and old infrastructure” sector, as well as the undervalued consumption and finance sector based on the expectation of fiscal policy.
on Tuesday (March 1st), the list of trading stocks is
hotspot 1: Beer sector led, Beijing Yanjing Brewery Co.Ltd(000729) and other 3 stocks trading, superior to Baijiu sector .
Covid-19 epidemic not only did not have too many negative effects on the beer industry, but also made the industry usher in the opportunity of consumption upgrading Tsingtao Brewery Company Limited(600600) it is expected to realize a net profit of RMB 3.15 billion in 2021, with a year-on-year increase of 43%, and the net profit is close to twice that of 2019 before the epidemic; According to the forecast of China Resources beer, the profit attributable to shareholders last year was 4.4-4.7 billion yuan, an increase of 110% – 124% year-on-year, three times that of 2019. For two consecutive years, the profit scale of state-owned beer listed companies hit a record high.
On February 24, Guangzhou Zhujiang Brewery Co.Ltd(002461) announced that the company’s total operating revenue in 2021 was about 4.538 billion yuan, an increase of 6.79% year-on-year; The net profit attributable to shareholders of listed companies was about 612 million yuan, an increase of 7.42% year-on-year. The annual beer sales volume was 1276300 tons, with a year-on-year increase of 6.41%.
Dongxing Securities Corporation Limited(601198) 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, and the trend of simultaneous increase in volume and profit of the industry as a whole is expected to remainP align = “center” hot spot 2: the pork sector related to agriculture strengthened New Hope Liuhe Co.Ltd(000876) and other five stocks rose by the limit
On March 1st, March 1st, agricultural related concepts such as pork, chicken and other related concepts such as pork, and farming related to agriculture were collectively stronger. On March 1st, agricultural related concepts such as pork, and agriculture related concepts such as pork, and agriculture related concepts such as pork, and agriculture related concepts such as pork, and chicken, chicken, and chicken were collectively stronger. The chicken sector rose 5.32% by 5.32%, while the pork sector was also up 4.69% by 4.69%, and the pork sector was up 4.69% by 4.69%. Among them, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, pork, , Jiangxi Zhengbang Technology Co.Ltd(002157) , Longda food, Muyuan Foods Co.Ltd(002714) Nine concept stocks, including Tech-Bank Food Co.Ltd(002124) , Hunan Zhenghong Science And Technology Develop Co.Ltd(000702) , Jiangsu Lihua Animal Husbandry Co.Ltd(300761) , Wens Foodstuff Group Co.Ltd(300498) , also rose by more than 5%.
In terms of news, according to the monitoring of the national development and Reform Commission, the national average specific price of pig grain was 4.98:1 in the week from February 21 to 25, entering the level-1 early warning range of excessive decline determined in the plan for improving the regulation mechanism of government pork reserves and ensuring supply and stable price in the pork market. The national development and Reform Commission, together with relevant departments, will immediately start the collection and storage of the central frozen pork reserve and guide all localities to actively collect and store. According to preliminary statistics, at present, Beijing, Jiangxi, Hubei, Chongqing, Yunnan, Shaanxi, Ningxia and other places have started collection and storage, and other places will also start in the near future.
China Industrial Securities Co.Ltd(601377) also said that the current pig cycle has been 44 months since it started in May 2018, which is close to the typical length of the past pig cycle, and a new pig cycle may start in the second quarter of 2022.
Galaxy Securities also said that at present, the pig cycle is still in the process of double bottom. In the bottom stage of the pig cycle, the deep loss period is the time to lay out individual breeding stocks.
