What are the important reasons for the early differentiation and shock that dragged down the decline of the three major indexes?
early trading performance was differentiated, with 100 billion market capitalization stocks collectively falling
In the morning of March 7, 2022, when the two sessions of the National People's Congress and the National People's Congress were in progress, the nursery service and the concept of three children rose sharply against the trend, and the nursery service sector almost fully rose, including Wuxi Hodgen Technology Co.Ltd(300279) , Vtron Group Co.Ltd(002308) , Dalian My Gym Education Technology Co.Ltd(002621) , etc. The gold concept stocks were once higher again, and the \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ and others rose by more than 2%.
The trend of the three major A-share indexes continued to be weak. As of 11:30, the Shanghai index fell 1.48%, the Shenzhen Component Index fell 2.67%, and the gem index fell 3.43%, reaching a low of 2654.4 points, close to the new low of the last year. So far, the gem index has fallen for five consecutive times, the first time in nearly six months.
In fact, many sectors performed very well this morning. Who is dragging down the index household appliances, food and beverage, electronics, business retail, social services and other large consumer sectors significantly lost the Shanghai stock index, with a decline of more than 2.5%. From the perspective of sectors, the median decline of individual stocks on the science and innovation board and gem is much higher than that of the main board and beisse A shares, of which the median decline of individual stocks on the science and innovation board is nearly 2%.
From the perspective of individual stocks in Beijing, Shanghai and Shenzhen, as of 11:30, there were nearly 3000 falling stocks in the A-share market, less than 100 stocks, up more than 5%. The average decline of 151 shares with a market value of more than 100 billion on the latest closing day was twice that of other stocks.
The 151100 billion market capitalization stocks fell by an average of more than 1.5% in early trading, and more than 40 stocks fell by more than 3%. 14 shares fell by more than 5%, dominated by Shanghai A shares, Shenzhen main board and GEM stocks The \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ Air China Limited(601111) decreased by more than 7%, and Zte Corporation(000063) decreased by more than 7.5%. The stock once fell to the limit. As high heavyweights of Shanghai stock index, Shenzhen stock index and gem, these companies are an important reason to drag down the decline of the three major indexes.
7 shares contribute more than 10% of net profit from investment income
It is not new for listed companies to buy financial products and speculate in stocks. With the disclosure of the annual report, the investment income of many companies has surfaced one after another. Some companies have benefited from investment and their performance has increased, but many companies have hit a wall in their investment.
According to the statistics of securities times · databao, among the listed companies that released the annual report, 72 companies disclosed the net investment income in 2021. In absolute terms, the investment income of these 71 shares is generally not high, and only three shares exceed 100 million yuan.
On the whole, the performance of these 71 companies is relatively general, and there are not a few loss making stocks. The contribution of investment income to net profit is mostly less than 10%, and only 7 stocks exceed 10%. Specifically, Nanjing Xinlian Electronics Co.Ltd(002546) net investment income of 216 million yuan in 2021, contributing more than 95% to net profit Suzhou Hengmingda Electronic Technology Co.Ltd(002947) , Jiangsu Jiuwu Hi-Tech Co.Ltd(300631) net investment income was 17 million yuan and 38 million yuan respectively, contributing more than 50% to net profit Guangzhou Fangbang Electronics Co.Ltd(688020) , Guangdong Jinming Machinery Co.Ltd(300281) more than 30%.
14 share investment dragged down the company's performance, Shandong Yabo Technology Co.Ltd(002323) investment net loss of 848 million yuan and the company's net profit loss of 985 million yuan in the current year, which seriously dragged down the company's performance Lingyuan Iron & Steel Co.Ltd(600231) , Qingdao Sentury Tire Co.Ltd(002984) , Shandong Yisheng Livestock & Poultry Breeding Co.Ltd(002458) and other investment net losses exceed 15 million yuan.
net investment income of 27 shares decreased year-on-year
For most listed companies, stock speculation is not their main business. When the market is poor, there are great risks in securities investment. Compared with 2021, the net income of 27 shares decreased year-on-year, Shandong Yabo Technology Co.Ltd(002323) , Infotmic Co.Ltd(000670) , Luoxin Pharmaceuticals Group Stock Co.Ltd(002793) , Cnfc Overseas Fisheries Co.Ltd(000798) decreased by more than 300% year-on-year.
Qingdao Sentury Tire Co.Ltd(002984) net investment loss in 2021 was 21 million yuan, a year-on-year decrease of nearly 35%. The financial report shows that the company holds listed companies Lifan Technology(Group)Co.Ltd(601777) , Zotye Automobile Co.Ltd(000980) . , including Lifan Technology(Group)Co.Ltd(601777) in the first half of 2021 and Zotye Automobile Co.Ltd(000980) , in the second half of 2021 Lifan Technology(Group)Co.Ltd(601777) since 2021, it has increased by 9.3%, and Zotye Automobile Co.Ltd(000980) 2021 has retreated greatly since the second half of the year.
Beijing Huafeng Test & Control Technology Co.Ltd(688200) has held a position since the second half of 2021 Tongfu Microelectronics Co.Ltd(002156) . Since the second half of the year, Tongfu Microelectronics Co.Ltd(002156) has performed generally.
Shanghai Kaikai Industry Company Limited(600272) 2021 net investment income suffered a slight loss of 02 million yuan, but the loss narrowed compared with 2020. According to the data disclosed by the company's financial report, according to the data disclosed by the company's financial report, according to the data disclosed by the company, the A shares invested by 6 Geron Co.Ltd(002722) 72 \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ increased by more than 90%, and Gansu Engineering Consulting Group Co.Ltd(000779) , China Three Gorges Renewables (Group) Co.Ltd(600905) increased by more than 10%.
20 shares deducted non net profit for three consecutive years, with an increase of more than 15%
Whether the investment can obtain income is not absolute. If you want the company to maintain healthy and stable development, you still need to rely on the main business. According to the statistics of data treasure, among the companies that released the annual report, the deduction of non net profit increased by more than 15% for three consecutive years from 2019 to 2021, and there were 20 companies with positive deduction of non net profit in 2021, of which 5 shares had positive investment income in that year.
In 2021, the year-on-year growth rate for the year-2021 year-2021 year-2021 year-on-year year year-on-year growth of more than 100 percent for the year-2021 year-on-2021, the year-on-year growth of more than 2100percent year-on-year, year-on-year growth of more than 2100percent more than 2100percent year-on-year. In 2021 year-2021 year-on-year, the year-on-year growth of more than 2100percent, the year-on-year growth of more than 2100percent, a year-on-year increase of more than 2100 percent, year-on-year growth of more than 2100 percent, year-on-on-year growth of more than 2100 percent, and 456456\\\\\\\\\\\\\\\\\\\\\\\\\\\\ more than 200%, of which Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) net profit deducted in 2021 was as high as 860 million yuan, more than the sum of the past five years Inner Mongolia Dazhong Mining Co.Ltd(001203) , Bus Online Co.Ltd(002188) respectively recorded the highest growth rate of non net profit deduction in recent five years.
Compared with the deduction of non net profit, the net investment income of these companies in 2021 is very small, such as Jiangsu Boiln Plastics Co.Ltd(301003) , Inner Mongolia Dazhong Mining Co.Ltd(001203) the deduction of non net profit in 2021 is 807 times and 745 times of their net investment income respectively.
In terms of market performance, as seen from market performance, 20 shares (excluding new shares) of 20 shares (excluding new shares) fell more than 3% on average from the beginning of the year ending on March 4, the average of 20 shares (excluding new shares) at the beginning of the year ending on March 4, the end of March 4, the end of the year ending on March 4, the end of the year ending on March 4, the end of the year to March 4, the end of the year to the end of March 4, the average of 20 shares of 20 shares (excluding new shares of new shares) of 20 shares (excluding new shares) fell an average of more than 3% or more than 3% on average. The average 20% of 20% of 20% or more of 20% of 20% of 20% of 20% of 20% of 20% of 20% of 20% of 20% of 20% of 20% of 20% of 20% of 20% of 20% of 20% of 20% of 20% of the 20% of the 20% of the 20% of the 20% of the 20% of the increased by more than 10%, of which Bus Online Co.Ltd(002188) increased by more than 75% since the beginning of the year, In 2021, the net profit attributable to the parent company turned from loss to profit.
