In early trading today, A-Shares rebounded from the bottom after jumping short and opening low as a whole, and the transaction between the two cities increased slightly, indicating that some investors are actively bargain hunting.
On the disk, coal, tourism, Yuan universe, real estate and other sectors are strong against the trend, Baijiu, Saline Lake lithium extraction, nickel metal, new energy vehicles and other sector decline. The net inflow of funds going north was 1.799 billion yuan.
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Maotai once plummeted by 5%
On Monday, Kweichow Moutai Co.Ltd(600519) morning trading staged a thrilling scene: the opening was only 20 minutes, down more than 5%. Then the decline narrowed. As of the noon closing, Kweichow Moutai Co.Ltd(600519) shares closed at 163880 yuan, down 3.03%, with a total market value of 2058.7 billion yuan.
According to the data, the opening price of Kweichow Moutai Co.Ltd(600519) 1 January 4 was 2055 yuan, with a total market value of 2581 billion yuan. In other words, the market value of Kweichow Moutai Co.Ltd(600519) has dropped by 500 billion yuan since 2022.
Kweichow Moutai Co.Ltd(600519) fell sharply, with the entire Baijiu sector collapsed. At present, the Baijiu sector 18 Baijiu 17 different levels of decline, of which Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Shede Spirits Co.Ltd(600702) fell 5%, Luzhou Laojiao Co.Ltd(000568) , Anhui Gujing Distillery Company Limited(000596) fell 4%.
For the reason of the fall, market participants believe that the recent outbreak of the epidemic, the market is worried about the lack of liquor consumption scenarios, slowing sales, inventory and other issues, and that the current is off-season, mainly to inventory, taking into account the main Baijiu after the Spring Festival inventory control at a reasonable level, relatively controllable pressure, the main wine companies have not cut the annual sales target.
In addition, the recent decline in the wholesale price of Feitian Maotai has raised concerns. According to the data from the two platforms of "Buer sauce liquor" and "today's liquor price", the prices of all kinds of Maotai liquor fell sharply on March 25 and 26. In 22 years, it took less than half a year to fly from 3000 + to 2600. In the past week, the decline reached 200 yuan / bottle, and 110 yuan / bottle in the last two days; The original box has fallen by 180 yuan / bottle in the last two days, and the price has reached 2750 yuan / bottle; Other Chinese Zodiac wine and vintage wine all fell sharply, among which the 15th vintage wine fell by 400 yuan / bottle in two days.
Huatai Securities Co.Ltd(601688) judgment is the news that Maotai's new e-commerce platform will be launched soon due to the impact of the epidemic. Baijiu Baijiu will not change the trend of the development of Baijiu industry. The high-end liquor will be stable and stable. The structure of the second high-end liquor will be differentiated.
According to Kweichow Moutai Co.Ltd(600519) official wechat news, "I Maotai digital marketing app" will be put into trial operation on March 31. In the trial operation stage, consumers can make an appointment to purchase the latest four products in "I Maotai" every day: 53 ° 500ml Kweichow Moutai Co.Ltd(600519) wine (year of the tiger), 53 ° 500ml Maotai 1935, 53 ° 375ml 2 (year of the tiger), 53 ° 500ml Kweichow Moutai Co.Ltd(600519) wine (treasures).
It is worth noting that 500ml ordinary Feitian Maotai is not on the sales list, mainly to avoid excessive focus and speculation on Feitian Maotai in the market and promote the smooth online operation of the platform.
Guotai Junan Securities Co.Ltd(601211) Securities said that the recent landing of Maotai online platform is expected to be a new measure for the reform of marketing system, a new driving force for the development of Maotai marketing and a new breakthrough in the reform of marketing system.
For the Baijiu sector, Huachang Securities pointed out that the Baijiu sector index outstanding in the first quarter, the channel performance is healthy, and the performance is strong. Although the short-term focus of the market is the impact of Moutai's price decline on demand boom and channel confidence, the value gap between the long and medium lines has already appeared. Moutai's report is accelerating, the uncertainty is scarce, the product line is more abundant, and the mutual trust with the capital market is the first choice. Wuliangye Yibin Co.Ltd(000858) it is suggested to pay attention to the introduction and implementation of targeted market policies. In the long run, the 1000 yuan price band is still the largest brand and Luzhou Laojiao Co.Ltd(000568) continues to be recommended. In the short term, it is recommended to focus on the verification of individual catalytic stocks in the quarterly report, focusing on Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Huijiu Anhui Gujing Distillery Company Limited(000596) , sujiu Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) and Jiangsu King'S Luck Brewery Joint-Stock Co.Ltd(603369) . Expanding liquor companies pay attention to the willing shares that still maintain high elasticity in the decline of valuation.
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growth stocks weak flash "golden light"
Careful investors may find that once the market weakens recently, growth stocks will emit "golden light". Today is no exception. At the time of the market downturn, the stock prices of companies that released monthly operating data or the pre increase of the first quarter report and the sharp increase of the annual report rose one after another against the trend.
Anhui Wanwei Updated High-Tech Material Industry Co.Ltd(600063) today announced the pre increase of performance in the first quarter of 2022. It is estimated that the net profit in the first quarter will be 380450 million yuan, an increase of 251321 million yuan compared with the same period of last year, with a year-on-year increase of 194.57% - 248.84% During the reporting period, the company's profit of PVA products increased significantly Anhui Wanwei Updated High-Tech Material Industry Co.Ltd(600063) in the morning, the trading volume increased sharply, and the half day transaction was three times ahead of one trading day.
Qumei Home Furnishings Group Co.Ltd(603818) today, the operating data from January to February were released. The operating revenue was about 825 million yuan, with a year-on-year increase of about 21%, and the net profit was about 44 million yuan, with a year-on-year increase of about 85%. In early trading, Qumei Home Furnishings Group Co.Ltd(603818) opened high and quickly pulled the limit in a straight line, then fell back and closed up 2.08%.
Ningbo Menovo Pharmaceutical Co.Ltd(603538) also released the operating data from January to February last weekend, realizing an operating revenue of about 250 million yuan, a year-on-year increase of 54%, and a net profit of 60.55 million yuan, a year-on-year increase of 416% Ningbo Menovo Pharmaceutical Co.Ltd(603538) said that during the period, the production and operation of cdmo business, preparation business and covid-19 pharmaceutical business maintained strong growth, and the company's business showed a momentum of rapid growth. In early trading, Ningbo Menovo Pharmaceutical Co.Ltd(603538) opened with a word limit, and the stock price hit another record high. Since March, Ningbo Menovo Pharmaceutical Co.Ltd(603538) has risen the limit six times, with a cumulative rise of 137%.
China Shenhua Energy Company Limited(601088) last weekend, the annual report of 2021 was released. The operating revenue was 335216 billion yuan, an increase of 43.7% year-on-year, and the net profit was 50.269 billion yuan, an increase of 28.3% year-on-year. Meanwhile, China Shenhua Energy Company Limited(601088) plans to distribute 10 cash dividends of 25.4 yuan (plan), with a total of 50.466 billion yuan, accounting for 100.4% of the net profit attributable to the parent company in 2021, which is another large dividend after the 58% and 92% high dividends in 2019 and 2020 China Shenhua Energy Company Limited(601088) a shares opened sharply higher in the morning, rising by more than 8%, reaching a new high in recent 11 years, and H shares soared by more than 10%.
In addition, China Petroleum & Chemical Corporation(600028) , Tongwei Co.Ltd(600438) , Henan Shenhuo Coal&Power Co.Ltd(000933) , Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) and other performance growth stocks all strengthened significantly this morning.
Central China Securities Co.Ltd(601375) pointed out that the revenue and profit of state-owned enterprises have maintained a high growth level, the frequency of policy introduction has been accelerated, and the focus is on stabilizing market expectations. The government will stabilize market expectations from the aspects of industry, real estate and capital market. It is expected that the short-term market will maintain the bottom shock, and it is suggested that the position should be reduced to 60%. It mainly looks for opportunities in the direction of steady growth, price rise and risk avoidance, and pays attention to construction, medicine, agriculture, forestry, animal husbandry and fishery in the short term.
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yuan universe drives the strength of network technology stocks
The concept of Yuan universe bucked the trend in early trading, and the sector index rose by nearly 3%, and the half day transaction was close to the whole day transaction of the previous trading day Cosonic Intelligent Technologies Co.Ltd(300793) , Unionman Technology Co.Ltd(688609) 20% limit, Shunya International Martech (Beijing) Co.Ltd(300612) , Newcapec Electronics Co.Ltd(300248) , Hubei Radio & Television Information Network Co.Ltd(000665) , Meisheng Cultural & Creative Corp.Ltd(002699) , etc. limit or exceed 10%. In addition, the popularity of the concept of meta universe has also driven the strength of media entertainment, cloud games, online Red economy and other related sectors.
On the news side, the "global meta universe conference" jointly sponsored by China Mobile Communication Federation and Shanghai Communication Administration will be held in Shanghai in the near future. Yuancosmos Industry Committee under China Mobile Communications Federation is the first approved yuancosmos Industry Association in China.
Metauniverse investment fund is also becoming more and more active. Last week, Qualcomm announced the establishment of Xiaolong metauniverse fund with a total amount of up to US $100 million to invest in developers and enterprises of XR and related core AR and AI technologies.
The popularity of yuancosmos also led to the sharp strengthening of Hong Kong stock technology stocks. As of press time, the Hang Seng technology index rose nearly 4%, meituan Rose 14%, and Netease, Tencent, Alibaba and Baidu group also rose sharply. In addition, China concept Internet ETF, Hong Kong Science and technology 50ETF and China concept Internet ETF rose sharply one after another.
Bohai Securities pointed out that in March, it is necessary to continue to pay attention to relevant companies with low valuations in the industry that are favored by the theme of yuancosmos. Some local governments have successively promulgated development support policies in yuancosmos, and yuancosmos has also been written into the government work report of some local governments. In addition, the 2022 global yuancosmos conference hosted by China Mobile Communications Federation will be officially held in Shanghai from March 31 to April 1, It will also have a certain positive impact on the meta universe at that time.
