In early trading today, A-Shares continued to weaken, most of the main stock indexes fell by more than 1%, and the transactions between the two cities also shrank significantly compared with yesterday, indicating that the market is still cautious. Overall, the half day turnover of Shanghai and Shenzhen stock markets reached 581.9 billion, a decrease of 123.5 billion compared with the morning of the previous trading day stocks fell more or rose less, and more than 3800 stocks in the two cities fell
On the market, coal, electricity, Baijiu, tourism and other sectors are among the top gainers, and nickel, aviation, chemical fiber and assisted reproduction are among the top ones. The net outflow of funds from Beishang was 4.161 billion yuan.
In terms of Hong Kong stocks, the decline of Hong Kong stocks expanded, with the Hang Seng Index and the science index falling by more than 2%. Alibaba fell more than 4%, continuing to brush a record low.
As of 11:30, major Asia Pacific stock markets rose, with the Nikkei 225 index up 0.49% to 249125; Australia’s S S & P 200 index rose 0.88% to 7042 points; New Zealand nzx50 index rose 0.79% to 1183793 points.
growth stocks favored by weak markets
In the weak market, performance has become one of the most important factors to stabilize the stock price.
Following Kweichow Moutai Co.Ltd(600519) , two leading enterprises in the industry released their monthly operating data. The leader of fresh supermarket Yonghui Superstores Co.Ltd(601933) announced today that after preliminary accounting, from January to February, the company achieved a total operating revenue of about 20.4 billion yuan, an increase of about 3% year-on-year, of which the same store increased by about 1.6%; The operating net profit was about 760 million yuan. During the reporting period, due to the impact of non operating factors such as changes in the share price of foreign investment, the provision may be about 150200 million yuan.
has a mediocre performance, but we should know that the annual performance of Yonghui Superstores Co.Ltd(601933) 2021 is an expected loss of 3.93 billion yuan Yonghui Superstores Co.Ltd(601933) over the past two years, the share price has also continued to decline, from more than 11 yuan to a record low of 3.32 yuan yesterday. Today, stimulated by the significant improvement of monthly operating data, Yonghui Superstores Co.Ltd(601933) jumped high and opened high in large quantities, quickly closed the limit, and the half day transaction was much higher than that of the whole day yesterday
China International Capital Corporation Limited(601995) said that Yonghui Superstores Co.Ltd(601933) is actively promoting digital transformation and innovative business model reform. The company has built its own fresh food platform “Fuping supply chain” to improve the penetration rate of direct mining and shorten the transaction radius of fresh goods. At the same time, it has accelerated the integration of online and offline. By the end of September 2021, the home business of “Yonghui life” and the third-party platform has covered 962 stores and 897 stores respectively, and the home business has continued to develop.
“chip brother” Semiconductor Manufacturing International Corporation(688981) also disclosed the first monthly data since listing. From January to February, the operating revenue was about US $1223 million, an increase of 59.1% year-on-year; The net profit was about US $309 million, a year-on-year increase of 94.9%. This monthly performance continues the high growth trend of Semiconductor Manufacturing International Corporation(688981) in the past year. The company’s revenue and net profit in 2021 increased by 30% and 148% respectively year-on-year
At the performance presentation meeting, Semiconductor Manufacturing International Corporation(688981) acting chairman Gao Yonggang also revealed his outlook for 2022. It is expected that the growth rate of annual sales revenue will be better than the average value of OEM industry, and the gross profit margin is higher than the level of the company in 2021. In order to continuously promote the expansion of existing old plants and three new plant projects, 2022 is still the peak investment, and the capital expenditure is expected to be about US $5 billion.
Semiconductor Manufacturing International Corporation(688981) ah shares both opened higher in early trading, and A-Shares continued to strengthen after opening higher, with a maximum increase of more than 3%. The transaction volume also increased significantly, exceeding that of the whole day yesterday in half a day. The data show that Semiconductor Manufacturing International Corporation(688981) has received a net inflow of 72.5 million yuan of main funds as of press time Semiconductor Manufacturing International Corporation(688981) H shares rose as much as 5%.
In addition, Dianguang Explosion-Proof Technology Co.Ltd(002730) today announced the performance express for 2021, which achieved a total operating revenue of 919 million yuan, a year-on-year increase of 13.75%, and a net profit of 909759 million yuan, a year-on-year increase of 61.34% Dianguang Explosion-Proof Technology Co.Ltd(002730) opened sharply higher in the morning and increased the limit in seconds. The Xinjiang Communications Construction Group Co.Ltd(002941) , Ife Elevators Co.Ltd(002774) and others that announced the pre increase of performance earlier rose strongly.
energy stocks bucked the trend and were active
Energy stocks continued to strengthen today, with the coal sector taking the lead. The sector index once rose nearly 5%, leading the two cities. The index has risen more than 19% this year, far stronger than the market trend in the same period Pingdingshan Tianan Coal Mining Co.Ltd(601666) , Shanxi Coal International Energy Group Co.Ltd(600546) , etc. rose sharply one after another, and energy and chemical ETF and coal ETF also rose strongly one after another.
With the intensification of the conflict between Russia and Ukraine and the acceleration of global fossil energy prices, the coal price in Newcastle, Australia reached nearly US $270 / ton, breaking the high point in 2021. In recent years, with the continuous adjustment of power supply structure in Europe, the enhanced substitution efficiency of gas turbine and coal power, the rise of natural gas price and insufficient supply, Germany, Italy and other European countries said they might restart coal power, and the substitution effect will further enhance the global demand for coal.
Russia’s attention to fossil energy will soar, which will also accelerate the construction of new energy in the world. Germany recently announced that it would achieve the goal of 100% renewable energy power supply 15 years ahead of schedule. In order to achieve the goal of “double carbon”, renewable energy represented by photovoltaic and wind energy is undoubtedly an important means.
new energy industry was also active in the morning. The photovoltaic sector once opened higher, rising by more than 2%, and Tongling shares, Clenergy(Xiamen)Technology Co.Ltd(603628) and other shares rose by more than 10%; The wind energy sector also rose nearly 2% at one time, and many stocks such as Shenyang Jinshan Energy Co.Ltd(600396) , Yunnan Energy Investment Co.Ltd(002053) and so on rose strongly; Energy storage, green power and other related sectors were also significantly active, with Shanghai Nenghui Technology Co.Ltd(301046) , Ningbo Shimao Energy Co.Ltd(605028) and other sectors leading the increase
According to the monthly dispatching data of the energy administration, in January 2022, the newly added photovoltaic installed capacity in China was 7.38gw, with a year-on-year increase of 212%, of which the distributed installed capacity was about 4.69gw, with a year-on-year increase of 252%, and the centralized installed capacity was 2.68gw, with a year-on-year increase of 160%. The China Photovoltaic Industry Association predicted earlier that the global photovoltaic installed capacity will reach 1050gw-1295gw from 2021 to 2025, of which 355gw-440gw will be added in China from 2021 to 2025. During the 14th Five Year Plan period, the global installed capacity will increase by 100.76% – 147.61% compared with the 13th Five Year Plan period,
Aijian Securities said that driven by the policy, there is strong demand for photovoltaic downstream and full orders in all links of the industrial chain. With the expansion of the upstream silicon material and the release of production capacity, the price of silicon in the photovoltaic industry chain is expected to decline, which will drive the installed cost of downstream power stations to decline, and the installed capacity is expected to show explosive growth.
