Following the rebound momentum of European and American stock markets overnight, the Asia Pacific stock market rebounded sharply this morning. Among them, the Shanghai index of A-share market rose by more than 60 points, the gem index rose by more than 3%, and about 4300 stocks rose, accounting for about 90%.
In recent days, a number of A-share listed companies have collectively rarely disclosed the operating data for the first two months of 2022, and the data performance is bright. In addition, many companies disclosed beautiful 2021 annual report data, which gave the market more confidence. In addition, there has also been a significant growth trend in repurchase and increase of holdings. According to the statistics of securities times and databao, there have been more than 170 announcements on repurchase since this year, compared with less than 70 in the same period last year. Among them, some big white horses started repurchase. For example, yesterday, Hengli Petrochemical Co.Ltd(600346) announced that it would buy back the company’s shares through centralized bidding with its own and self raised funds of no more than 1.5 billion yuan and no less than 1 billion yuan at a price of no more than 30.00 yuan / share. In terms of announcements on increasing holdings and promising not to reduce holdings, there have been 250 relevant announcements this year, compared with only more than 140 in the same period last year.
On the occasion of the recovery of the stock market, the commodities that have been wildly speculated recently have been sharply corrected, of which Shanghai nickel has plunged more than 20% from a high level.
A-Shares recovered significantly, and the gem rose by more than 3%
As of the morning closing, the Shanghai stock index rose 1.91%, the gem index rose 3.34%, and the half day turnover of the market exceeded 700 billion yuan.
In terms of industry sectors, the major industry sectors showed a general rise, of which the power equipment soared by 5%, and many stocks such as Guangzhou Great Power Energy&Technology Co.Ltd(300438) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Guangzhou Tinci Materials Technology Co.Ltd(002709) and so on rose by more than 10%.
The national defense industry sector rose sharply, and many stocks such as Gaona Aero Material Co.Ltd(300034) , Avic Heavy Machinery Co.Ltd(600765) , Wuxi Paike New Materials Technology Co.Ltd(605123) and so on also rose by the limit or more than 10%.
Building materials, medicine and biology, basic chemical industry, automobile, environmental protection, food and beverage and other sectors increased by more than 3%.
Agriculture, forestry, animal husbandry and fishery, coal, household appliances, non bank finance and other sectors also rose, but the increase was relatively backward.
Individual stocks also showed a long lost pattern of general rise, with about 4300 stocks rising.
Among the stocks with a market value of more than 100 billion yuan, there are many stocks that hit the daily limit.
Cro leader Wuxi Apptec Co.Ltd(603259) touched the daily limit, and the share price returned to more than 100 yuan. At present, the market value of the stock is about 300 billion yuan.
Rongsheng Petro Chemical Co.Ltd(002493) rose by the limit. At present, the market value exceeds 150 billion yuan. The stock had fallen for several consecutive days.
Pinpai reassurance
more than 20 companies disclose operating data for the first two months of 2022
many companies have good performance in 2021 annual report
It is worth noting that in the past two or three days, many A-share listed companies have disclosed the business data of the first two months of 2022. According to the reporter’s statistics, more than 20 companies have disclosed the business data of the first two months.
According to the reporter’s observation, the above-mentioned companies include companies with a market value of more than 100 billion or even more than trillion yuan, such as Kweichow Moutai Co.Ltd(600519) , Wuxi Apptec Co.Ltd(603259) , Tongwei Co.Ltd(600438) , Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , Semiconductor Manufacturing International Corporation(688981) and small and medium-sized companies with a market value of less than 10 billion yuan, such as Malion New Materials Co.Ltd(300586) , Gansu Guofang Industry & Trade Group Limited By Share Ltd(601086) . Overall, companies that have disclosed the operating data of the first two months generally have good performance.
For example, according to the Wuxi Apptec Co.Ltd(603259) announcement, the company’s business situation has been gratifying since the beginning of the year. The company’s unique integrated crdmo (contract research, development and production) and ctdmo (contract testing, R & D and production) business models have continued to make efforts. From January to February 2022, the year-on-year growth rate of orders on hand and sales revenue exceeded 65%, reaching a record high. The company expects revenue to grow 65-68% year-on-year in the first quarter of 2022. Looking forward to the whole year, the company’s revenue is expected to increase by 65% – 70% year-on-year.
Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) announcement: in 2022, the company’s overall market sales are good, the blue and white Fen Liquor series and other medium and high-end products have achieved substantial growth, and the operating revenue and net profit have reached the best level in history. After preliminary accounting, from January to February 2022, the company is expected to achieve a total operating revenue of more than 7.4 billion yuan, with a year-on-year increase of more than 35%; It is expected to achieve a net profit of more than 2.7 billion yuan, with a year-on-year growth rate of more than 50%.
Tongwei Co.Ltd(600438) said that from January to February 2022, the photovoltaic industry maintained a high momentum of development, the production and sales of the company’s main products were booming, and all business segments operated effectively and achieved good business results. After preliminary accounting, from January to February 2022, the company achieved an operating revenue of about 16 billion yuan, an increase of about 130% year-on-year; The net profit was about 3.3 billion yuan, a year-on-year increase of about 650%.
In addition, at noon today, Sichuan Development Lomon Co.Ltd(002312) announced that the company achieved an operating revenue of about 1.342 billion yuan from January to February, an increase of about 50% year-on-year; The net profit was about 126 million yuan, a year-on-year increase of about 60% Meinian Onehealth Healthcare Holdings Co.Ltd(002044) announced that from January to February, the company’s operating revenue increased by 17% year-on-year, of which the number of inspectors increased by 5% year-on-year and the customer unit price increased by 12% year-on-year.
According to wind statistics, up to now, 118 A-share companies have disclosed their 2021 annual reports, of which 102 companies have positive year-on-year revenue growth, accounting for 86%; Among the above 118 companies, the net profit attributable to the parent company of 91 companies increased year-on-year, accounting for 77%.
Generally speaking, most of the disclosed 2021 annual reports show good performance.
Asia Pacific collective rebound, Japan stock market soared 4% during the session
Asia Pacific stock markets also rebounded collectively in the morning. Japan’s Nikkei 225 index soared 4% in the session, returning to above 25000 points. South Korea’s composite index rose more than 2% in the session.
Hong Kong stocks, which have fallen continuously in recent days, also rebounded in the morning. Among them, the Hang Seng index once returned to the 21000 mark, and the Hang Seng technology index once rose by more than 4%, and then the increase narrowed.
Among the constituent stocks of Hang Seng technology index, ideal car-w, Xiaopeng car-w, bilibili-sw and so on led the gains.
Among the constituent stocks of Hang Seng Index, Byd Company Limited(002594) shares and Xinyi solar energy led the gains.
While the Asia Pacific stock market rebounded collectively, there was a sharp correction in commodities that had soared recently.
Overnight oil distribution futures prices plunged more than 10%.
In China’s commodity futures market, the main contract of Shanghai crude oil futures fell by the limit, plummeted by more than 13% to 700 yuan.
Shanghai nickel market is also very thrilling. It fell by the limit in the morning, down about 13%, and retreated from the high level by more than 20%.
