On March 22, the performance of A-share market was divided, with more than 1900 shares rising, nearly 100 shares trading, led by real estate, coal and banks, and the real estate sector staged a trading tide. As of the close, the Shanghai Composite Index rose 0.19%, while the Shenzhen Component Index and the gem index fell 0.49% and 1.39% respectively. The turnover of the two cities exceeded 960 billion yuan, down from yesterday.
In terms of capital, the data show that there is a small net outflow of 922 million yuan from the North today, including 357 million yuan from the Shanghai Stock connect and 565 million yuan from the Shenzhen Stock connect.
In the Hong Kong stock market, the Hang Seng Index rose 3.15%, the Hang Seng technology index rose 5.37%, and Alibaba SW, which announced a $25 billion repurchase, rose 11.20%.
China International Capital Corporation Limited(601995) said that although there are still repeated risks in the short term, there is no need to be overly pessimistic about the future performance of a shares. In the near future, the market may be in the bottom grinding period, the trading volume may shrink, and the stage similar to the sharp decline in the early stage may have ended.
real estate sector staged a rising tide
Today, individual stocks in the A-share market were active, and the number of rising stocks in the two cities was 1950, of which 97 stocks rose by the daily limit; The number of falling stocks was 2558, and 13 stocks fell by the limit.
Among shenwanyi industries, real estate, coal and banking industries led the increase, rising by 3.50%, 3.12% and 1.83% respectively; Pharmaceutical and biological industries, power equipment and social service industries led the decline, down 2.41%, 1.68% and 1.48% respectively.
In the real estate industry, in the real estate industry, the Shenzhen Sdg Service Co.Ltd(300917) the.
In the coal industry, Beijing Haohua Energy Resource Co.Ltd(601101) rose by the limit, Shanxi Coking Coal Energy Group Co.Ltd(000983) rose by more than 8%, and China Coal Energy Company Limited(601898) , Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) , Yankuang energy, Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) , Shanxi Lu'An Environmental Energydev.Co.Ltd(601699) rose by more than 4%.
From the trend of the real estate sector, many stocks rose to the daily limit in a straight line from 10:00 to 11:00. For example Shenzhen Sdg Service Co.Ltd(300917) , the increase was 8.09% at 10:47, then it rose straight, and the "20cm" limit was sealed at 10:50, which took only 3 minutes Everbright Jiabao Co.Ltd(600622) 10:19 closed the limit, Shenzhen Worldunion Group Incorporated(002285) 10:49 closed the limit, Yango Group Co.Ltd(000671) 10:02 closed the limit, China Fortune Land Development Co.Ltd(600340) 10:39 closed the limit.
According to the data, as of the closing of the 22nd, the total market value of Shenwan real estate industry was 1.88 trillion yuan, an increase of 61.4 billion yuan over the previous trading day.
Wanlian Securities said that under the macro background of "stable growth", the fundamentals of the current real estate industry continue to bottom, and the marginal improvement policy continues. It is expected that there are still many favorable policies to be expected in the follow-up, and continue to be optimistic about the market performance of the real estate sector.
energy storage concept stock change
On March 21, the national development and Reform Commission and the Energy Administration issued the implementation plan for the development of new energy storage in the 14th five year plan. It is proposed that by 2025, the new energy storage will enter the stage of large-scale development from the initial stage of commercialization, and have the conditions for large-scale commercial application. The innovation ability of new energy storage technology has been significantly improved, the independent and controllable level of core technology and equipment has been greatly improved, the standard system has been basically improved, the industrial system is becoming more and more complete, and the market environment and business model are basically mature. Among them, the performance of electrochemical energy storage technology is further improved, and the system cost is reduced by more than 30%; Steam extraction and energy storage of thermal power and nuclear power units rely on new energy storage technology of conventional power supply and energy storage technology of 100MW compressed air to realize engineering application; Megawatt flywheel energy storage and other mechanical energy storage technologies are gradually mature; Breakthroughs have been made in long-time scale energy storage technologies such as hydrogen energy storage and hot (cold) energy storage.
By 2030, new energy storage will be fully market-oriented. The new energy storage core technology and equipment are independent and controllable, the technological innovation and industrial level are firmly in the forefront of the world, the market mechanism, business model and standard system are mature and sound, and are deeply integrated with all links of the power system, which basically meets the needs of building a new power system and comprehensively supports the realization of the goal of carbon peak in the energy field as scheduled.
Today, there was a change in energy storage concept stocks, Shenzhen Tongye Technology Co.Ltd(300960) "20cm" limit, Shanghai Cooltech Power Co.Ltd(300153) rise by more than 10%, and Luyin Investment Group Co.Ltd(600784) , Shandong Sacred Sun Power Sources Co.Ltd(002580) , Citychamp Dartong Co.Ltd(600067) limit Shenzhen Tongye Technology Co.Ltd(300960) morning trading rose sharply, up 8.68% at 9:31, and sealed the "20cm" limit at 9:34, which took only three minutes.
Anxin Securities said that 2022 is a year of large orders for energy storage, and the enterprises that take the lead in obtaining orders are expected to occupy the first mover advantage. Enterprises with the ability to obtain orders and expand their scale are able to meet the further expansion of the market.
Alibaba soared 11.20%
The Hong Kong stock market rebounded sharply today, with the Hang Seng index rising 3.15% and the Hang Seng technology index rising 5.37%. Alibaba SW rose 11.20%, leading the rise of Hang Seng technology index components, with the market value rising to HK $2389.9 billion. US stocks Alibaba rose 8.70% before the session.
On March 22, Alibaba SW announced on the Hong Kong stock exchange that the board of directors had authorized to increase the total share repurchase plan from US $15 billion to US $25 billion. The share repurchase plan announced this time is valid for two years until March 2024.
According to the previously announced share repurchase plan, as of March 18, 2022, Alibaba group had repurchased 56.2 million American Depositary Shares (equivalent to about 449.6 million ordinary shares), with a total amount of about US $9.2 billion.
Since 2020, Alibaba has continued to increase its repurchase, first by US $10 billion, and then expanded the repurchase scale to US $15 billion on August 3, 2021, and then to US $25 billion today.
Based on Alibaba's market value of US $278.8 billion at the closing of US stocks on March 21, the repurchase scale of US $25 billion is about 8.97% of its market value, making it the largest share repurchase plan in the history of China concept shares
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