In the past, the performance of listed companies was mostly disclosed in the form of quarterly reports and annual reports, while this week, dozens of listed companies disclosed monthly operating data for the first time, which is very rare in the history of A-Shares
history is rare! Dozens of listed companies intensively disclose monthly operating data
On March 8, Kweichow Moutai Co.Ltd(600519) disclosed the announcement of main business data from January to February 2022. This is also the first time Maotai has released monthly operating data since its listing. The announcement shows that from January to February, 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 After the announcement of announcement, Kweichow Moutai Co.Ltd(600519) rose for three consecutive days and once recovered the 1800 yuan mark
After the end of March 10, the end of March 10 closing after the end of the end of March 10, after the end of the end of the end of the March 10 after the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the March, the 456456\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\dozensof listed companies, including ( and others, have intensively disclosed their first monthly business data announcement in history , and the revenue and net profit growth disclosed by these companies are positive. After the release of the data, the share prices of relevant companies generally showed some performance. Among them, Yonghui Superstores Co.Ltd(601933) , Jiangsu Yangnong Chemical Co.Ltd(600486) , Guangzhou Tinci Materials Technology Co.Ltd(002709) and Guangzhou Tinci Materials Technology Co.Ltd(002709) closed at the limit on the day after the disclosure of the monthly report, and the share price of Malion New Materials Co.Ltd(300586) closed at more than 10% on the day after the disclosure of the monthly report
Liang Jing: “spoiler” warm spring signal of several A-share companies
Liang Jing, a financial commentator, said that the current A-share capital market is chilly in spring, and many leading enterprises have sent a “warm spring” signal with beautiful fundamental data. Is the enterprise good or not? Is there any future? Speak with data and facts.
In fact, the leading companies coincidentally “spoiled” key financial indicators such as monthly operating income and net profit for the first time in history. This is different from the previous legal provisions of “I want you to say”, but actively release “I want to say”. Why?
first, release positive signal
Under the “deep V” market, with the superposition of multiple negative factors, the share prices of some sectors and individual stocks have deviated from the fundamentals, resulting in wrong killing and oversold. At the critical moment, the leading enterprises showed the business data and financial data that had increased significantly in the previous two months, and the signal of “I’m fine and will be better” won the “rising voice” of the market. Not only that, some enterprises have also issued share increase and repurchase plans to support their own enterprises in the future with real gold and silver.
second, show the future strength card
This wave of monthly data release is not only “showing abdominal muscles” but also “drying the core”. Whether it is liquor, medicine, new energy or semiconductor, the year-on-year rise of two or three digits not only shows the achievements of the first two months, but also shows the “future strength card” to investors. For example, a chip company has listed its capital expenditure budget and is still determined to expand its production under great uncertainty. Is this a solitary courage? No, it’s a light in the heart and a steady pace.
third, the “Chinese background” behind Chinese enterprises
Behind the enterprise is the country. Behind the beautiful growth data is not only the core strength of the enterprise, but also the seamless support of China’s huge consumer market and the whole industrial chain, as well as all aspects of the steady growth policy in the 2022 government work report. These are the confidence of the enterprise that I am willing to “bet on the future”.
Finally, from the perspective of ordinary individual investors, such “high-quality spoilers” can stabilize the morale of the army, boost confidence and improve more.
