Last week, A-share Hong Kong stocks made a big counterattack. After a weekend, the market opened again today. A-share is still a warmer and upward market.
After the outbreak of Internet technology and real estate stocks one after another last week, coal agricultural stocks and pharmaceutical retail stocks broke out. ENN energy with a market value of more than 100 billion rose by more than 20% during the session, and the Shanghai Pharmaceuticals Holding Co.Ltd(601607) limit of nearly 50 billion rose again. Agricultural stocks, commercial retail stocks and real estate stocks set off a tide of rise and limit. However, some new shares broke on the first day of listing. Insurance, warehousing and logistics, brokerage and other sectors fell.
In Europe, there was a scene of “grabbing oil and noodles”, and agricultural stocks such as A-share rice broke out.
The market fluctuated in the morning. As of the closing, the Shanghai Composite Index rose slightly by 0.02%, the Shenzhen Composite Index rose by 0.43%, the gem index rose by 0.51%, and the Kechuang 50 index rose by 0.78%. 3021 stocks in the two cities rose and 1479 stocks fell, with a turnover of 635.5 billion yuan.
In the morning, the daily limit of individual stocks reached 112, exceeding the daily limit of 100 stocks.
However, Hong Kong stocks opened higher and went lower, but the funds going north were sold all the way, with a net outflow of 3.9 billion yuan in the morning.
European supermarkets scramble for oil and noodles
A-Shares agricultural shares rose sharply
The conflict between Russia and Ukraine continues. According to a recent report by the global times, there has been a rush to buy sunflower oil and flour in Europe.
“European supermarket sunflower oil is in urgent!” In recent days, news of European rush to buy sunflower oil and flour has been on major media pages (as shown in the picture). Affected by the military conflict between Russia and Ukraine, Europeans believed that there would be a bottleneck in the supply of sunflower oil, flour and other food, so they began to grab and hoard goods.
At rewe, Germany’s largest supermarket chain, housewife Lena was happy to have just grabbed two bottles of sunflower oil. “It feels like winning a prize!” She told the German correspondent of the global times. Two days ago, she had gone to many supermarkets to buy sunflower seed oil, and the shelves were empty. Sometimes I see a few bottles, but it’s better for others to start first before I get it.
This morning, A-share agricultural stocks rose sharply, and a number of agricultural stocks such as Fujian Wanchen Biotechnology Co.Ltd(300972) , Jinjian Cereals Industry Co.Ltd(600127) , Heilongjiang Agriculture Company Limited(600598) , etc. rose by the limit.
energy stocks rose sharply
pharmaceutical commercial stocks trading tide
Not only agricultural stocks, coal and other energy stocks, but also commercial retail stocks such as medicine and commerce also rose sharply.
Nanjing Pharmaceutical Company Limited(600713) , Guangdong Tianhe Agricultural Means Of Production Co.Ltd(002999) , Zjamp Group Co.Ltd(002758) , Zhejiang Zhenyuan Share Co.Ltd(000705) , Shanghai Pharmaceuticals Holding Co.Ltd(601607) , Shanghai No.1 Pharmacy Co.Ltd(600833) .
Recently, the situation of epidemic prevention and control in many parts of the country has become tense. Because the transmission speed of Omicron mutant is faster and the concealment is stronger, it also leads to the characteristics of multiple points, wide range and frequent occurrence of local aggregated epidemic. In March 14th, the office of the national health and Health Committee jointly issued the notice of the general office of the State Administration of traditional Chinese medicine and issued the “New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth)” (hereinafter referred to as the “diagnosis and treatment plan”).
The diagnosis and treatment plan clearly points out that the current China’s Olympic Games has replaced the delta strain as the main epidemic strain of New Coronavirus, and has revised and perfected the contents of Chinese medicine treatment.
Nanjing Pharmaceutical Company Limited(600713) said on the interactive platform that Nanjing Sinopharm, the company’s retail management platform, has set up a special working group to implement covid-19 antigen detection products, and has coordinated the supply with many antigen detection kit manufacturers across the country. The first batch of products will enter nine chain institutions including Baixin pharmacy, Xuzhou Guangji pharmacy and Hefei pharmacy, covering 400 stores.
100 billion Baima energy shares
suddenly soared by more than 20%
New Austrian energy, an energy stock with a market value of more than HK $100 billion in Hong Kong stocks, rose more than 20% during the session, and China Resources gas also rose sharply.
According to market analysis, the main reason for the sharp rise of the gas sector is that ENN energy and China Resources Gas published their 2021 financial reports after hours last Friday, and the main indicators of the two companies achieved double-digit growth.
ENN energy achieved a net profit of 7.755 billion yuan (RMB, the same below), a year-on-year increase of 23.5%, a core profit of 7.154 billion yuan, a year-on-year increase of 14.6%, a basic profit of 6.88 yuan per share and 5.59 yuan in the same period last year. It plans to pay a dividend of HK $2.11 per share and a total dividend of HK $2.70 for the whole year.
In addition, the company’s main businesses, including comprehensive energy, natural gas retail and value-added business, have achieved steady growth, driving the total turnover to rise by 30% year-on-year to 93.113 billion yuan.
ENN energy expects that the annual core profit (linked dividend) will increase by 12% – 15% year-on-year in fiscal year 2022, the scale of retail gas volume of natural gas will increase by 12% – 15% year-on-year, the gross profit will remain at about 0.5 yuan / m3, the revenue of Pan energy / value-added business will increase by 50% / 30% year-on-year respectively, 2.4 million new residential users will be developed, and a total of 50 new urban gas / PAN energy projects will be added.
nearly 50 billion Shanghai Pharmaceuticals Holding Co.Ltd(601607) continuous one word limit
After the one word limit rise last Friday, Shanghai Pharmaceuticals Holding Co.Ltd(601607) this morning, the one word limit rise again, with a market value of 47.5 billion yuan.
On the news side, China Meheco Group Co.Ltd(600056) announced that the customs clearance procedures for the import of the first batch of Pfizer covid-19 therapeutic drugs had been completed. It is reported that yanyeyi’s drug is now in phase III clinical, and it is expected that China’s listing will be synchronized with Japan in the later stage. According to market rumors, yanyeyi will also choose a partner in China. At present, yanyeyi has not announced who the partner is. According to experts, it is Shanghai Pharmaceuticals Holding Co.Ltd(601607) China Meheco Group Co.Ltd(600056) has reached cooperation with Pfizer and will not target yanye.
new shares of Beijing stock exchange n klaette break
Today, a new share of n klaette from the Beijing stock exchange was listed. It broke on the first day of listing and fell 4.72% in the morning.
