Closing comprehensive review
a shares:
The three major A-share indexes fluctuated weakly today. As of the close, the Shanghai index fell 0.09%, the Shenzhen composite index fell 1.09% and the gem index fell 1.51%. On the disk, the trade concept between China and Russia is now rising, and many stocks such as Jinzhou Port Co.Ltd(600190) , Zhe Jiang Dong Ri Limited Company(600113) , Ningbo Marine Company Limited(600798) , Beijing Changjiu Logistics Corp(603569) , Ningbo Water Meter (Group) Co.Ltd(603700) , etc. are rising; The oil sector continued to rise sharply, Tong Petrotech Corp(300164) rose by 20% for two consecutive days, and Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) harvested 6 consecutive sectors. In addition, coal mining and processing, port shipping, logistics, airport shipping, scenic spots and tourism, covid-19 treatment, hotels and catering and other sectors led the increase; Hongmeng concept, voice technology, Eastern digital computing, silicon energy, semiconductors and components, national defense and military industry, aquaculture, beverage manufacturing and other sectors led the decline.
Citic Securities Company Limited(600030) research report believes that the recent conflict between Russia and Ukraine has continued to intensify, the market panic about the shortage of energy products has intensified, and the oil price has exceeded US $110 / barrel, reaching a new high. The short-term oil price trend still needs to continue to track the evolution of the situation in Russia and Ukraine. In addition, since the recovery of crude oil supply usually lags behind the recovery of demand, considering from the dimension of January to February, there is still the possibility of rapid recovery of demand and relatively tight supply of crude oil. Even without considering the conflict between Russia and Ukraine, there is strong fundamental support for short-term oil prices. Maintaining the oil price center in 2022 will be significantly higher than the forecast in 2021.
Hong Kong shares:
The three major indexes of Hong Kong stocks fluctuated. As of the close, the Hang Seng Index rose 0.55%, the red chip index rose 1.36%, and the state-owned enterprise index fell 0.1%. The Hang Seng technology index fell 1.16% to a record low of 5000 points. Port and shipping stocks broke out, with Liaoning Port Co.Ltd(601880) up 12%, Sinotrans Limited(601598) up more than 11%, and Cosco Shipping Holdings Co.Ltd(601919) up 7.4%. Auto stocks fell collectively, Great Wall Motor Company Limited(601633) down more than 10%, and Evergrande fell 6.2%.
Asia Pacific Stock Market:
The Nikkei 225 index rose 0.7% and South Korea’s Kospi index rose 1.61%.
shushuo A shares:
1. The turnover of the two cities is 1.01 trillion yuan.
2. The total net sales of northbound funds were 731 million yuan, of which the net purchase of Shanghai Stock connect was 800 million yuan and the net sales of Shenzhen Stock connect was 1.531 billion yuan. The transaction amount of northbound capital was 89.472 billion yuan, accounting for 8.92% of the total transaction amount of a shares, and the trading activity increased by 8.19%.
3. As of the latest closing on March 3, the share prices of four stocks in the two cities hit a record high. Among them, the net inflow of main funds on Yimikang Tech.Group.Co.Ltd(300249) , Zhejiang Ausun Pharmaceutical Co.Ltd(603229) , China Yangtze Power Co.Ltd(600900) and other five days is obvious.
Focus on hot spots
1. The fifth session of the 13th CPPCC National Committee will open at the Great Hall of the people at 3 pm on the 4th
According to CCTV news, the press conference of the fifth session of the 13th CPPCC National Committee began at 3 p.m. on the 3rd. Guo Weimin, spokesman of the conference, introduced the relevant situation of the conference to Chinese and foreign media and answered reporters’ questions. Guo Weimin introduced that the fifth session of the 13th CPPCC National Committee will open at 3 p.m. on March 4 in the Great Hall of the people and close on the morning of March 10 for six days. The main agenda of the conference is to hear and consider the work report of the Standing Committee of the CPPCC National Committee and the report on the work of proposals; Attend the fifth session of the 13th National People’s Congress as nonvoting delegates, listen to and discuss the government work report and other relevant reports; Deliberated and adopted the political resolutions and other resolutions and reports of the fifth session of the 13th CPPCC National Committee.
2. The venue of the second round of Russia Ukraine talks may be changed, and the two sides have not made a final decision
According to CCTV news, on March 3 local time, the venue of the second round of Russia Ukraine talks may be changed to other places in Brest, Belarus. The source said that Russia and Ukraine have not made a final decision.
3, the Ministry of education and other three departments: regulate non disciplinary off campus training
In order to regulate the non disciplinary off campus training and effectively prevent problems such as low training quality, wanton price rise and potential safety hazards, the Ministry of education, the national development and Reform Commission and the State Administration of market supervision regulate the non disciplinary off campus training and require all pre charges of non disciplinary off campus training institutions to enter the special charge account of the institution. Training for primary and secondary school students shall not use training loans to pay training fees. Fees with a time span of more than 3 months or 60 class hours shall not be charged at one time or in the form of recharge, sub card, etc. Industry organizations shall give full play to the role of industry self-discipline, guide training institutions to set reasonable prices and standardize off campus training services. They shall not carry out discipline training in the name of non discipline training, and consciously maintain market order and industry image.
4. Ministry of industry and information technology: actively coordinate with key industries such as automobile and integrated circuit to ensure the smooth supply chain of the industrial chain
On March 2, Xin Guobin, member of the Party group and vice minister of the Ministry of industry and information technology, presided over a video conference on the operation of industrial economy in some provinces and cities. The conference stressed that effective measures should be taken to resolutely win the battle of steady industrial growth in the first quarter, so as to ensure a good start and good steps in the industrial economy this year. First, make greater efforts to implement policies and stabilize market expectations, strengthen publicity and interpretation and public opinion guidance, and continue to promote the implementation of steady growth policies. Second, greater efforts should be made to coordinate, ensure and stabilize the supply chain of the industrial chain, especially for key industries such as automobile and integrated circuit, so as to ensure the smooth supply chain of the industrial chain. Third, make greater efforts in monitoring and dispatching and strengthening risk early warning response, track and pay attention to the impact of various exogenous variables such as epidemic situation and Geopolitics on the industrial economy, timely strengthen the situation early warning and improve the response plan. Fourth, greater efforts should be made to optimize the environment and strengthen the relief and assistance of enterprises, timely coordinate and solve the difficult problems faced by enterprises in production and operation, deeply promote the cleaning up of overdue accounts and the rectification of arbitrary charges, and create a good environment.
5. China Automobile Association: it is expected that the sales volume of the automobile industry in February will decrease by 34.2% month on month
Based on the weekly reports submitted by 13 key enterprises, China Automobile Industry Association calculated that the sales volume of the automobile industry in February 2022 is expected to complete 1.666 million vehicles, with a month on month decrease of 34.2% and a year-on-year increase of 13.8%; From January to February 2022, 4.196 million vehicles are expected to be completed, with a year-on-year increase of 5.7%.
6. The escalation of the situation in Russia and Ukraine may lead to the decline of supply in the international grain market
On March 3, the international coal price reached a new high of US $400 per ton, an increase of more than 30% in the short term.
The price of natural gas is also rising. The price per thousand cubic meters has exceeded US $2000, the highest this year. At the same time, the grain exports of Russia and Ukraine account for about one third of the total global exports. The escalation of the situation in Russia and Ukraine will lead to a decline in the supply of the two countries to the international grain market. Some analysts said that the wave of sanctions against Russia set off by European countries will exacerbate the current energy crisis and lead to the food crisis at the same time.
7. The first global “plastic restriction order” is coming
From February 28 to March 2, the United Nations Environment Conference was held simultaneously online and offline in Nairobi, the capital of Kenya, with more than 2000 representatives from nearly 200 member states. One of the most important topics of the meeting is to control global plastic pollution and discuss the formulation of the first global agreement to deal with the plastic crisis. Agence France Presse reported that this is an “extremely high expectation” environmental agreement since the signing of the Paris Agreement in 2015.
8. Beijing issued the major infrastructure development plan during the 14th Five Year Plan period
Today (March 3), Beijing officially released the “major infrastructure development plan of Beijing during the 14th five year plan”, which defined the development ideas, development objectives and main tasks of Beijing’s infrastructure during the 14th Five Year Plan period. It is mentioned that the two-hour traffic circle of Beijing Tianjin Hebei Urban Agglomeration and the one-hour commuter circle of Beijing metropolitan area have been preliminarily constructed. The total mileage of rail transit (including suburban railways) in the city has reached 1600 kilometers, the total mileage of expressways has reached 1300 kilometers, and the water supply capacity has reached 10 million cubic meters per day. The penetration rate of 5g users has increased significantly, the proportion of Gigabit broadband access ports has reached 50%, and the networking rate of signal lights in important functional areas of the city has reached 100%.
Company news
1, Sichuan Hebang Biotechnology Co.Ltd(603077) performance express: net profit in 2021 increased by 728428% year on year
Sichuan Hebang Biotechnology Co.Ltd(603077) ( Sichuan Hebang Biotechnology Co.Ltd(603077) ) disclosed the performance express on March 3, and achieved a total operating revenue of 9.867 billion yuan in 2021, an increase of 87.56% year-on-year; The net profit was 3.023 billion yuan, a year-on-year increase of 728428%. The basic earnings per share is 0.36 yuan. In 2021, the company’s main products are glyphosate, glyphosate, soda ash, ammonium chloride and glass. Benefiting from the improvement of environmental protection requirements and the further clearing of backward production capacity caused by the epidemic, the expansion of production capacity is limited, and the growth of downstream demand is superimposed, which drives the rise of sales price and enables the company to obtain reasonable operating profit.
2, Wuxi Nce Power Co.Ltd(605111) performance express: net profit in 2021 increased by 194.55% year on year
Wuxi Nce Power Co.Ltd(605111) ( Wuxi Nce Power Co.Ltd(605111) ) disclosed the performance express on March 3. The company achieved a total operating revenue of 1.498 billion yuan in 2021, an increase of 56.89% year-on-year; The net profit was 410 million yuan, a year-on-year increase of 194.55%. The basic earnings per share is 2.90 yuan. The performance growth was mainly due to the short supply of the company’s products and the increase of operating revenue and gross profit margin during the reporting period.
3, Meter Instruments Co.Ltd(301006) : sign major contracts for daily operation of RMB 301 million
Meter Instruments Co.Ltd(301006) ( Meter Instruments Co.Ltd(301006) ) announced on March 3 that recently, the company signed the contract for intelligent ultrasonic water meter procurement comprehensive service project with Putian urban and rural water supply Co., Ltd., with a total contract amount of 301 million yuan, accounting for 71.52% of the company’s audited operating revenue in 2020.
4, Haisco Pharmaceutical Group Co.Ltd(002653) : sign the license and supply agreement of reservan for riluzole oral film
Haisco Pharmaceutical Group Co.Ltd(002653) ( Haisco Pharmaceutical Group Co.Ltd(002653) ) on March 3, it was announced that the company signed the license and supply agreement of riluzole oral membrane exservan for the treatment of amyotrophic lateral sclerosis with American aquestive Haisco Pharmaceutical Group Co.Ltd(002653) will be responsible for the registration and commercialization of exservan in China. Aquestive will be the exclusive manufacturer and supplier of the product. Exservan can only be marketed after obtaining the drug registration approval issued by the drug administration department.
5, Ningbo Fubang Jingye Group Co.Ltd(600768) : the main business is the production and sales of aluminum profile products, and the profitability is weak
Ningbo Fubang Jingye Group Co.Ltd(600768) ( Ningbo Fubang Jingye Group Co.Ltd(600768) ) on March 3, the company issued an announcement of abnormal fluctuations in stock trading. At present, the company’s main business is the production and sales of aluminum profile products, the wholesale and retail of aluminum cast rods, etc. Although the subordinate individual enterprises have maintained a certain level of profitability, due to the traditional leading product structure of the enterprise, the market competitiveness is not strong, The profitability of the company’s existing main business is relatively weak.
