Shrouded in the situation in Russia and Ukraine, European and American stock markets finally ushered in a strong rebound.
When the situation in Russia and Ukraine turned for the better, European and American stock markets took the lead in carnival. On March 9, the peripheral stock market ushered in a strong rebound. As of the close, Germany’s DAX30 index rose 7.92%, France’s CAC40 index rose 7.13% and Britain’s FTSE 100 index rose 2.79%. In terms of US stocks, the Dow rose 2%, the NASDAQ rose 3.6% and the S & P 500 rose 2.57%.
On the news, Ukrainian President Zelensky said that Ukraine was preparing for the next round of negotiations with Russia to achieve peace. Earlier, he also said that he had known that NATO would not accept Ukraine, and requested dialogue with Putin to discuss the situation in Crimea and Donbas. Russian Foreign Ministry spokesman zaharova said that the purpose of Russia’s special military action in Ukraine is not to overthrow the current Ukrainian government.
In addition, on March 9 local time, Pentagon spokesman Kobe Bryant said that the United States has made it clear that it does not support the delivery of fighters from Poland to the Ukrainian air force, nor does it support the transfer to the U.S. Air Force Base in Germany. Kobe Bryant said that this proposal is too risky, and NATO should try its best to avoid direct conflict with Russia.
At the same time, after experiencing the “deep V” trend, the A-share market also ushered in positive factors. On March 9, March 9, the September September September of the September September of the month of the ‘s Wuxi Apptec Co.Ltd(603259) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\, Beijing Easpring Material Technology Co.Ltd(300073) , Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) , Yto Express Group Co.Ltd(600233) and other more than 20 companies actively disclose monthly operation data. The performance data are not always bright, and they are basically the leaders of subdivided industries, It is also the first time in the history of these companies to disclose relevant data.
previously, on March 7, Kweichow Moutai Co.Ltd(600519) released monthly operating data for the first time, and the stock price rose against the market in the following two days. On March 8, Yonghui Superstores Co.Ltd(601933) , Semiconductor Manufacturing International Corporation(688981) also followed the example of Maotai and disclosed the monthly operation data report. On March 9, the next day, Yonghui Superstores Co.Ltd(601933) share price rose against the market limit, and Semiconductor Manufacturing International Corporation(688981) rose by 2%
Analysts pointed out that the initiative to release monthly operating data made it clear that the company’s own operating conditions were good, dispelling investors’ concerns about the company’s fundamentals. Such support actions of A-share listed companies will significantly boost the confidence of the whole capital market.
at least 20 listed companies highlight their performance
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Wuxi Apptec Co.Ltd(603259) announced that 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 develop. From January to February 2022, the year-on-year growth rate of orders on hand and sales revenue exceeded 65%, 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) announced that in 2022, the company’s overall market sales were good, the blue and white Fen Liquor series and other medium and high-end products achieved substantial growth, and the operating revenue and net profit 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, 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%.
The company’s production and sales of new energy products have increased steadily, and the company’s main production and sales of new energy products have maintained a good growth rate. After preliminary accounting, from January to February 2022, the company achieved an operating revenue of about 3.3 billion yuan, an increase of about 260% year-on-year; The net profit was about 860 million yuan, a year-on-year increase of about 470%.
Beijing Easpring Material Technology Co.Ltd(300073) said that since 2022, the company’s lithium cathode material business has maintained a rapid growth momentum, the production capacity has maintained full capacity, and the operating performance has increased significantly year-on-year. After preliminary accounting, from January to February 2022, the company achieved a total operating revenue of about 2.348 billion yuan, with a year-on-year increase of about 202.21%; The net profit was about 230 million yuan, a year-on-year increase of about 113.91%.
Yto Express Group Co.Ltd(600233) announcement: according to the company’s preliminary accounting, from January to February 2022, the company completed 2.297 billion express business, with a year-on-year increase of 27.81%; The operating revenue was about 7.624 billion yuan, a year-on-year increase of 39.28%; The net profit was about 545 million yuan, a year-on-year increase of 186.36%.
The company’s business development is steady and good, and its operating performance has improved steadily.
Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) disclosed that from January to February 2022, the company realized an operating revenue of 1.668 billion yuan, a year-on-year increase of 27.94%; The net profit attributable to ordinary shareholders of the bank was 481 million yuan, a year-on-year increase of 25.64%. By the end of February 2022, the total loan of the company was 172.3 billion yuan, an increase of 5.80% over the beginning of the year; The total deposit was 204.2 billion yuan, an increase of 11.56% over the beginning of the year. The non-performing loan ratio was 0.81%, and the provision coverage was 520.98%.
In addition, Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) announced that from January to February 2022, the company achieved a cumulative net profit of about 260 million yuan, an increase of 122% year-on-year Jiangsu Yangnong Chemical Co.Ltd(600486) announced that from January to February, the company achieved a net profit of about 560 million yuan, an increase of about 100% year-on-year.
A-Shares open the new mode of protecting the market
Timely disclosure of monthly operating data, with excellent fundamental data to dispel market concerns, has become a new way to protect the market, and the effect is immediate.
On March 7, Kweichow Moutai Co.Ltd(600519) took the lead in disclosing the first monthly operating data in the history of the company. According to the preliminary accounting of the company, from January to February 2022, the company achieved a total operating revenue of about 20.2 billion yuan, an increase of about 20% year-on-year; The net profit attributable to shareholders of listed companies was about 10.2 billion yuan, an increase of about 20% year-on-year.
Kweichow Moutai Co.Ltd(600519) this business data announcement was disclosed in advance of the annual report and the first quarterly report, which is the first time in the history of the company. For the above operation of Maotai, some netizens said: “the backbone of A-Shares has come to maintain stability” Guotai Junan Securities Co.Ltd(601211) analyst Zi Meng believes that Kweichow Moutai Co.Ltd(600519) peak season sales have made a good start, and the performance has accelerated to exceed market expectations, laying a sound foundation for the completion of tasks throughout the year. The Kweichow Moutai Co.Ltd(600519) disclosure of business data from January to February 2022 will further improve the quality of information phi and strengthen the confidence of capital market, which will also boost the sentiment of the sector Li Xin, an analyst at Citic Securities Company Limited(600030) Research Institute, also said that Kweichow Moutai Co.Ltd(600519) performance is higher than market expectations and is expected to stabilize market expectations and support sector valuation.
Following Kweichow Moutai Co.Ltd(600519) , on March 8 the next day, the “chip brother” of A-Shares Semiconductor Manufacturing International Corporation(688981) , as well as the leader of fresh supermarket Yonghui Superstores Co.Ltd(601933) , also disclosed the first monthly operation data report for the first time.
Semiconductor Manufacturing International Corporation(688981) announcement: according to preliminary accounting, the company achieved an operating revenue of about US $1.223 billion from January to February, an increase of 59.1% year-on-year; The net profit was about US $309 million, a year-on-year increase of 94.9%. It can be seen that Semiconductor Manufacturing International Corporation(688981) ‘s profit growth is significantly greater than that of revenue, and its profitability is significantly improved.
Yonghui Superstores Co.Ltd(601933) also disclosed that from January to February 2022, the company achieved a total operating revenue of about 20.4 billion yuan, a year-on-year increase of about 3%, of which the same store increased by about 1.6%; The company achieved an operating net profit of 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 150 million yuan to 200 million yuan.
Monthly operating data disclosure has become an “artifact” to save the share price of listed companies Kweichow Moutai Co.Ltd(600519) bucked the market trend and rose for two days. On March 8 and 9, it closed up 2.71% and 1.48% respectively, and the market value increased by 90.7 billion yuan in the two days. On March 9, Yonghui Superstores Co.Ltd(601933) shares rose against the market limit, Semiconductor Manufacturing International Corporation(688981) rose 2.07%.
institutions: the short-term adjustment is coming to an end, and the rebound may begin
Recently, with the continuous correction of the stock market, fewer and fewer people discuss stocks. There is a saying that when no one around you is willing to talk about stocks and stop peeking at the stock market at work, investment opportunities often come quietly.
Since the beginning of this year, the A-share market has continued to decline, and the decline has intensified this week. The stock index fell 2.17% on Monday and 2.35% on Tuesday; On Wednesday, the stock index once plunged more than 4%, and the final V-shaped reversal closed down 1.13%.
Chen Guo, managing director and chief strategist of China Securities Co.Ltd(601066) securities, believes that the important factor of the short-term sharp decline of A-Shares stems from the passive stop loss selling of absolute beneficiaries without safety cushion since the beginning of the year, and the decline of this nature is expected to be repaired. The conflict between Russia and Ukraine shows signs of slowing down. Once there is another signal of slowing down in the short term, the market will rebound.
Chen Guo said that from late March to early April, the focus of A-Shares will return to the first quarterly report and the FOMC window period. It is expected that there will be a large adjustment since the beginning of the year, and growth stocks with good first quarterly report will have more performance space. It is not suitable to reduce positions in the short term. It is advisable to gradually increase positions next week, focusing on meeting the double standards of large adjustment range at the beginning of the year + good expected first quarter report.
Mou Yiling, an analyst at Minsheng securities, said that there was a V-shaped trend in the market on March 9, and the sharp intraday decline could be caused by the impact of self liquidity, mainly for the following two reasons:
1) the fluctuation of overseas funds is increasing. On that day, the total net sales of northbound funds reached 10.934 billion yuan, while on March 7 and 8, the net sales of northbound allocated funds even began to appear.
2) under the background of continuous market adjustment, among the financial products with net value data issued by China’s financial subsidiaries since March, the number of financial products with cumulative unit net value less than 1 has reached 11.35%. This part of financial products may face the pressure of stop loss and redemption of some investors; Over the same period, the private placement heavy position index fell in resonance with the public offering heavy position index. It is possible that the unit net value of some private placements has touched the warning line, resulting in the pressure of stop loss selling or debt side redemption.
However, investors need to realize that the above phenomenon is often the short-term low of the market after it becomes a widespread narrative and appears with the sharp fluctuation of the stock market. Mou Yiling said that from the perspective of valuation position, all A-Shares actually have high cost performance after this round of significant adjustment, whether from the static valuation level or the risk premium level calculated by 10-year Treasury bonds. From the perspective of Cape, as of March 8, China had the cheapest value stocks in the world.
Founder Securities Co.Ltd(601901) chief market analyst Zhao Wei pointed out that after the market bottomed out in the afternoon of March 9, there was a large amount of money, which showed that not only a large number of funds fled in panic, but also funds began to enter the market greedily to raise funds. In the panic, the market appeared the trend of “bottom recovery”. Under the “volume must have price”, after a short period of repetition, after waiting for the contraction to stabilize, it is expected to get out of the upward trend. In terms of operation, pay attention to the index, adjust the structure, bargain hunting, and pay attention to finance, new energy, energy, mass consumption, agriculture, information technology and “three low” stocks.
Western Securities Co.Ltd(002673) analyst Yi Bin believes that the short-term adjustment is coming to an end, and growth is expected to lead the rebound. With the implementation of the Fed’s interest rate increase, there is still room for further easing of China’s monetary policy, and the market liquidity expectation is expected to usher in a phased correction. With the annual report and the first quarterly report window approaching, the A-share market still has a meal market in the first half of the year. In terms of industry configuration, with the advent of the verification period of the first quarterly report, the boom track leaders such as new energy, semiconductor, medicine and military industry are expected to usher in phased repair
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