In early trading today, A-Shares continued to weaken. The Shanghai stock index once fell below 3300 points, a new low in more than a year. The gem index, Kechuang 50 and Shanghai and Shenzhen 300 hit a new low in one and a half years. More than 4300 stocks in the two markets fell.
On the disk, the East, West, Baijiu, semiconductor, tourism and other few sectors are relatively active, assisted reproduction, non-ferrous metals, Sino Russian trade, COVID-19 detection and other sectors dropped sharply. The net outflow of funds from Beishang was 3.165 billion yuan.
strengthening the concept of counting from the east to the West
After in-depth adjustment, the concept of counting from the east to the West once again strengthened against the trend today, and the sector index opened higher in large volume. At one time, it soared by more than 3%, making up for yesterday's downward gap, and the half day transaction was close to the whole day transaction of the previous trading day After Leon Technology Co.Ltd(300603) opened, it rose straight, and the limit rose by 20% in less than 5 minutes, Shanghaichengdiconstructioncorporationltd(603887) , Black Peony (Group) Co.Ltd(600510) , Zjbc Information Technology Co.Ltd(000889) , Inesa Intelligent Tech Inc(600602) and so on also rose strongly.
The East digital West computing project is a vital national project launched by China under the background of "new infrastructure" from the aspects of national strategy, technological development and energy policy. When it was first launched, there was a wave of speculation in the A-share market. However, after recent adjustment and cooling, the speculation of the concept of "counting East and counting West" began to divide, and the companies with substantive related projects continued to strengthen, but only the concept followed the trend and fell sharply.
For example, Leon Technology Co.Ltd(300603) , which led the rise today, has recently continuously announced its layout in the data field on the interactive platform Leon Technology Co.Ltd(300603) said that as the "cornerstone" of digital transformation and digital economy development, the data center industry has built and operated more than 30 Tier3 + and above data centers nationwide, with a total of more than 8000 operating racks and a bandwidth of more than 2.5t In addition, the company is the solution service provider of Xinjiang core digital city system. It mainly provides government and enterprise customers with one-stop and multi-level services and solutions such as R & D, scheme design, system integration, system operation and maintenance, data analysis and so on.
In response to the company's recent additional investment projects, Leon Technology Co.Ltd(300603) said that the construction project of Leong cloud data (Chengdu) No. 1 base (phase I and phase II) to be invested by issuing shares to specific objects this time responds to the call of the government to "accelerate the construction of intelligent computing infrastructure" and "build a national integrated big data center system Chengdu Chongqing hub node" and is based in Sichuan, The introduction of IDC cabinet is intended to build a national artificial intelligence demonstration base with leading technology. After the completion of the project, it will not only help to speed up the construction of Chengdu Chongqing hub nodes, optimize the regional layout of data center and promote the development of local digital economy, but also help to expand the rack scale of data center in Sichuan and Chongqing and improve the overall computing power level of data center.
Shanghaichengdiconstructioncorporationltd(603887) also announced that its wholly-owned subsidiary " Shanghaichengdiconstructioncorporationltd(603887) (Shanghai) cloud computing Co., Ltd." recently received a letter from Shanghai Telecom "letter on the commencement of the project of Shanghai Telecom byte customized data center (Lingang Yitian machine room)". According to the contents of the letter, Shanghai Telecom has basically determined that the plot B05-02 project in Lingang heavy equipment industrial zone, Pudong New Area, Shanghai - No. 739 Yitian Road, Lingang New District, Shanghai (part of 2f-3f of Building 2) provided by our company is used to transform into a customized data center project of Shanghai Telecom, and the project needs to meet the IT capacity of at least 12MW
China Securities Co.Ltd(601066) pointed out that the current spring breeze of digital economic policy is blowing vigorously, and the direction of digital infrastructure represented by data center, Gigabit home entry, communication base station and industrial Internet is expected to usher in fundamental improvement In direction, suppliers providing data center planning, construction and data center supporting facilities, such as refrigeration, power supply and power generation, are expected to benefit the most. Secondly, optical communication suppliers and green energy guarantee suppliers also benefited significantly.
Baijiu shares rebound
Kweichow Moutai Co.Ltd(600519) today, the monthly operation data was disclosed for the first time. After preliminary accounting, from January to February 2022, Guizhou achieved a total operating revenue of about 20.2 billion yuan, a year-on-year increase of about 20%, and a net profit of about 10.2 billion yuan, a year-on-year increase of about 20%. Under the positive effect, Kweichow Moutai Co.Ltd(600519) opened sharply higher in the morning, rising by more than 4% at one time. However, under the pressure of the overall sharp adjustment of the market, Kweichow Moutai Co.Ltd(600519) also weakened gradually, closing at 1749 yuan at noon, up 2.46%.
Although Kweichow Moutai Co.Ltd(600519) failed to drive the market rebounding, it pushed the Baijiu sector to strong in early trading, and the index rose nearly 4%. Qinghai Spring Medicinal Resources Technology Co.Ltd(600381) rose strongly, reaching a new high in more than half a year, which is the seventh consecutive day. Luzhou Laojiao Co.Ltd(000568) , Anhui Golden Seed Winery Co.Ltd(600199) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , etc. also rose against the trend in the morning.
market agencies also have a good look at Baijiu stock market. after Kweichow Moutai Co.Ltd(600519) disclosed its monthly operating data, Citigroup pointed out that due to strong market demand, the performance of Kweichow Moutai Co.Ltd(600519) in the first two months was stronger than expected. In the current highly volatile market, it is believed that Maotai's high profit certainty, stable balance sheet and excellent cash flow level can provide investors with unique protection and profit growth flexibility in China's consumer goods field. Maintain Kweichow Moutai Co.Ltd(600519) buy rating and give the target price of 2685 yuan.
also believes that the fundamentals of the off-season are steady, and that the pessimism risks the mood to trigger the adjustment of the Baijiu sector. although there is downward pressure on the short-term economy, the fundamentals of Baijiu sector remain stable and continue to boom in structure.
NPC and CPPCC, however, should be careful to raise taxes on Baijiu and . Ding zuohong, member of the National Committee of the Chinese people's Political Consultative Conference and chairman of the board of directors of Yuexing group, believes that at present, there are all kinds of chaos hidden in the wine industry in the false fire, and all kinds of crises hidden behind the apparent prosperity. An important reason for the emergence of "high price wine" and "sky high price wine" is capital profit seeking and disorderly speculation. Ding zuohong suggested that tax tools should be used to cool down "high priced wine" and "sky high priced wine" and set traffic lights for capital.
Zan Shengda, chairman of the National People's Congress and chairman of Jiangsu variety group, also suggested that for the orderly entry of liquor industry, we should encourage and support the real estate industry if we focus on the integration and upgrading of Baijiu baijiu. For those unscrupulous capital that disturbs the healthy development of the industry and leaves "for one vote", we must strictly supervise and take preventive measures. At the national level, we should strengthen supervision at all levels, and we should also guide governments at all levels in the Baijiu producing area to perform their supervisory role effectively and prevent capital barbaric harvesting.
