In the past week, the three major A-share indexes fluctuated lower. As of the closing on March 4, the Shanghai index reported 344765 points, down 0.11% week, the Shenzhen composite index reported 1302046 points, down 2.93% week, and the gem index reported 274864 points, down 3.75% week.
Specifically, 44% of individual stocks rose within the week, 205 stocks rose by more than 10% and 136 stocks fell by more than 10%. Which stocks led the rise? Which stocks led the decline? 21 INVESTMENT link continues to provide you with perspective every week.
oil and gas sector strengthened against the market
medicine and medical multi stock haotake 3 connecting board
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Recently, international oil prices continued to rise sharply , reaching a “high” one after another. In the past week, WTI crude oil futures hit US $115 / barrel, a new high since 2008, and Brent crude oil futures once approached us $120 / barrel, the highest level in nearly 10 years. China’s Shanghai crude oil futures also stood at 700 yuan / barrel, a new high since its listing.
Affected by market factors, the oil and gas sector “ran out” against the market in the week , Jinzhou Port Co.Ltd(600190) , Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) strong gains in the record of connecting the board, realizing 6 connecting the board, 7 connecting the board and 2 connecting the board of Deshi shares (301158. SZ) in three days.
However, while the share price is rising, both Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) and Deshi issued share price change announcements , saying that the impact of rising international oil prices on the company’s future performance is uncertain.
The high oil price also stimulated the rise of port logistics sector, and the weekly increases of , Xinjiang Tianshun Supply Chain Co.Ltd(002800) ( Xinjiang Tianshun Supply Chain Co.Ltd(002800) . SZ) and 6-link board, Ningbo Marine Company Limited(600798) ( Ningbo Marine Company Limited(600798) . SH) and Beijing Changjiu Logistics Corp(603569) ( Beijing Changjiu Logistics Corp(603569) . SH) also reached 46% and 60% respectively.31%.
Tianfeng Securities Co.Ltd(601162) points out that the rising oil price leads to the rising cost of highway and air transportation, while the cost of electrified railway transportation is stable, so the cost performance of railway transportation is improved, and the traffic volume is expected to shift from highway and air to railway Shanxi Securities Co.Ltd(002500) also said that under the current complex global background, A-Shares have gone out of the independent market for many days, reflecting a certain “safe haven” effect, but it once again reminds that the uncertainty risk in the market is still high. It is suggested to focus on the nonferrous metals, petroleum and petrochemical sectors that are expected to benefit from the rise of bulk commodities in the short term.
In addition, medicine and medical sector was also active against the market during the week , with 6 shares on the bull list, with an increase of more than 34% China Meheco Group Co.Ltd(600056) ( China Meheco Group Co.Ltd(600056) . SH) 3 connected boards. On the news side, the covid-19 virus treatment drug cooperation between the company and a multinational pharmaceutical company is under communication and negotiation, but it is expected that the scale of covid-19 treatment drug business accounts for a small proportion of the company’s overall business volume, which has no significant impact on the company’s recent business performance.
most bear stocks evaporated more than 10 billion in a single day
auto parts collective decline
In the list of bear stocks in this period, Thunder Software Technology Co.Ltd(300496) ( Thunder Software Technology Co.Ltd(300496) . SZ) led the decline, with a weekly decline of 23.4% . In addition, 3 shares of Hangzhou Prevail Optoelectronic Equipment Co.Ltd(300710) ( Hangzhou Prevail Optoelectronic Equipment Co.Ltd(300710) . SZ), Yinyi Co.Ltd(000981) ( Yinyi Co.Ltd(000981) . SZ), Anhui Zhongding Sealing Parts Co.Ltd(000887) ( Anhui Zhongding Sealing Parts Co.Ltd(000887) . SZ) all fell by more than 20%.
The bear stock Thunder Software Technology Co.Ltd(300496) announced the performance of 2021 on the evening of the 3rd. Although the company achieved both operating revenue and net profit growth during the reporting period, the growth rate was lower than the market expectation, and the total debt was as high as 1.977 billion yuan, a year-on-year increase of 45.96%.
It is worth noting that while announcing the performance, Thunder Software Technology Co.Ltd(300496) also threw out a fixed increase plan of RMB 3.1 billion, which is mainly used for vehicle operating system R & D projects, edge computing station R & D and industrialization projects, extended reality (XR) R & D and industrialization projects, distributed computing network technology R & D projects and RMB 900 million to supplement working capital.
annual report fell short of expectations, with a huge fixed increase to , Thunder Software Technology Co.Ltd(300496) share price fell sharply, closing down 19% on March 4, and the market value evaporated 10.5 billion yuan one day.
In addition, more than auto parts stocks fell in the week, and a total of 8 stocks fell into the bear stock list. The weekly decline of Yinyi Co.Ltd(000981) , Anhui Zhongding Sealing Parts Co.Ltd(000887) and other stocks exceeded 15%. According to the data of the passenger Federation, the retail sales volume of narrow passenger cars in February is expected to be 1.3 million, down from 2.078 million in January; Weilai, Xiaopeng and ideal also performed poorly in February, and the delivery volume fell collectively month on month.
