The performance of A-share market and Hong Kong stock market was differentiated this morning. Among them, the A-share market was adjusted, but the index was low before and high after, and the decline narrowed. The 2021 annual report disclosure of A-share listed companies is in full swing. At present, there are more than 600. From the disclosed situation, the growth companies are still the mainstream.
In terms of Hong Kong stocks, a number of Internet stocks rose sharply, which promoted the sharp rise of Hang Seng technology index, thus driving the atmosphere of the whole Hong Kong stock market. Among the constituent stocks of Hang Seng technology index, meituan rose by more than 15%.
more than 600 companies disclosed annual reports, and coal stocks rose
Market data show that A-Shares narrowed their decline after opening sharply lower. As of the morning closing, the Shanghai stock index fell 0.13% and the gem index fell 1.63%.
In terms of industry sector, the coal sector rose against the trend, China Shenhua Energy Company Limited(601088) intraday rose by 8%, and the price reached a new high in recent ten years after the resumption of rights. Power investment energy, Shaanxi Coal Industry Company Limited(601225) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , Yankuang energy, etc. increased to varying degrees.
The real estate sector saw another rise in the daily limit, with more than 10 stocks including Tianjin Realty Development (Group) Co.Ltd(600322) , Cccg Real Estate Corporation Limited(000736) , Cinda Real Estate Co.Ltd(600657) , Chongqingyukaifaco.Ltd(000514) , Tianjin Tianbao Infrastructure Co.Ltd(000965) , China Fortune Land Development Co.Ltd(600340) .
The brewing sector fell sharply, with an intraday decline of more than 4% Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Shede Spirits Co.Ltd(600702) , Jiugui Liquor Co.Ltd(000799) , Luzhou Laojiao Co.Ltd(000568) , etc.
The 2021 annual report disclosure of A-share listed companies is still in full swing. According to the reporter’s statistics, up to now, the number of companies that have disclosed the 2021 annual report has exceeded 600, of which the net profit has increased year-on-year, accounting for more than 70%.
Yesterday, another 20 companies disclosed their annual reports, of which 18 companies’ net profit attributable to their parent increased year-on-year.
Among the companies that disclosed the annual report last night, there are China Petroleum & Chemical Corporation(600028) , China Pacific Insurance (Group) Co.Ltd(601601) , China Merchants Securities Co.Ltd(600999) 3 companies with a market value of 100 billion.
The annual report of China Petroleum & Chemical Corporation(600028) shows that in 2021, China Petroleum & Chemical Corporation(600028) achieved an operating revenue of 2.74 trillion yuan, an increase of 30.2% year-on-year; The net profit attributable to the shareholders of the parent company was 71.208 billion yuan, a year-on-year increase of 114.0% China Petroleum & Chemical Corporation(600028) a shares opened higher this morning, with an intraday increase of more than 3%.
China Pacific Insurance (Group) Co.Ltd(601601) 2021 operating revenue was 440643 billion yuan, an increase of about 4.4% year-on-year China Pacific Insurance (Group) Co.Ltd(601601) a shares fell sharply in early trading, and then the decline narrowed.
China Merchants Securities Co.Ltd(600999) 2021: the total operating revenue was 29.429 billion yuan and the net profit was 11.645 billion yuan, with a year-on-year increase of 21.22% and 22.69% respectively China Merchants Securities Co.Ltd(600999) opened down significantly and turned red.
Hongmeng concept stocks broke out, Unionman Technology Co.Ltd(688609) intraday “20cm” limit
Hongmeng concept had a strong intraday trend on the 28th, Unionman Technology Co.Ltd(688609) intraday “20cm” limit, and Jiangsu Hoperun Software Co.Ltd(300339) intraday rise of more than 16%. As of midday closing, the increase is as follows: center
On the news side, Huawei will hold the 2021 annual operating earnings conference at 4:30 p.m. on March 28. Huawei’s rotating chairman, Huawei CFO and other management will attend the meeting to introduce Huawei’s performance in 2021 and answer reporters’ questions. (for details, please pay attention to the live broadcast of Securities Times: Huawei’s 2021 annual report press conference)
According to previous disclosure, Huawei expects to achieve sales revenue of about 634 billion yuan in 2021, a decrease of 29% compared with 2020. Among them, the business performance of operators is stable, the enterprise business is growing healthily, and the terminal business is developing rapidly Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) .
In addition, over the weekend, media reported that Google had stopped authenticating the smartphone of BQ company in Russia running Android management system due to U.S. sanctions. The company is already testing Huawei’s Hongmeng operating system. In this regard, Huawei responded to the reporter of the securities times · e company: “by the end of 2021, 220 million Huawei devices have been equipped with harmonyos. We are very grateful for your attention and expectation for harmonyos, but there is no plan to launch harmonyos mobile phones overseas at present.”
multiple factors drive Hong Kong stocks to rise sharply, meituan soared 15%
Hong Kong stocks rose sharply this morning, led by the Hang Seng technology index, with an intraday increase of more than 3%.
Among the constituent stocks of Hang Seng technology index, meituan-w is the largest, up more than 15% as of press time.
According to the results disclosed by meituan, meituan’s business maintained a strong growth in 2021, and its total revenue increased by 56.0% year-on-year to RMB 179.1 billion in 2021. In 2021, the total operating profit of catering takeout and to store, hotel and tourism segments increased from RMB 11 billion in 2020 to RMB 20.3 billion. The expansion of operating losses in new businesses and other segments was mainly due to meituan’s determination to maintain investment in business areas that can bring long-term value. In 2021, both adjusted EBITDA and adjusted net profit decreased year-on-year, turning to negative RMB 9.7 billion and adjusted net loss of RMB 15.6 billion respectively. The net cash flow from operating activities changed from an inflow of RMB 8.5 billion in 2020 to an outflow of RMB 4 billion in 2021. As of December 31, 2021, meituan had cash and cash equivalents of RMB 32.5 billion and short-term financial investment of RMB 84.3 billion, compared with the corresponding balances as of December 31, 2020, which were RMB 17.1 billion and RMB 44 billion respectively.
In terms of catering takeout business, the company said that despite the challenges of macro environment, natural disasters and multi-point outbreak of covid-19 pneumonia, the catering takeout business still recorded strong growth in 2021. The number of annual transaction users and transaction frequency per capita reached a record high. The peak value of single day orders exceeded 50 million orders in August 2021 and reached a new high in December. In 2021, the transaction amount increased by 43.6% year-on-year to RMB 702.1 billion, and the revenue increased by 45.3% year-on-year to RMB 96.3 billion. The operating profit increased from RMB 2.8 billion in 2020 to RMB 6.2 billion in 2021, and the operating profit margin increased from 4.3% to 6.4%. Meituan believes that its robust business performance in 2021 proves that its business model is highly resilient, and it has a highly competitive consumer base, merchant base and distribution network.
Other Hang Seng technology index components also rose.
Recently, there has been a surge in the repurchase of Internet and public science and technology networks.
Tencent holdings rose more than 3% in the morning. On March 25, Tencent holdings repurchased about 838000 shares at a price of HK $352.8-365, at a cost of about HK $300 million.
Uzbekistan said that more than 10000 hectares of forests around the Chernobyl nuclear power plant were on fire
In terms of the latest situation in Russia and Ukraine, on March 27 local time, alahamia, member of the Ukrainian negotiating delegation and chairman of the parliamentary group of the Ukrainian people’s public servant party, said that a new round of face-to-face talks between Ukraine and Russia would be held in Turkey from March 28 to 30. On the same day, mezinski, head of the Russian negotiating delegation, said that a new round of Russia Ukraine negotiations would be held offline from March 29 to 30.
In addition, according to the Ukrainian state news agency, the human rights Commissioner of Ukraine’s supreme Rada (parliament), Denisova, said on social media on the 27th that the Ukrainian Russian war led to the fire of more than 10000 hectares of forests around the Chernobyl nuclear power plant. At present, 31 fires have been reported. Under the influence of wind, radioactive substances are released into the air of Ukraine and other countries for a long distance, which poses a threat to Belarus and other countries. Denisova called on the International Atomic Energy Agency to send experts and fire-fighting equipment to Ukraine as soon as possible to avoid irreparable consequences.
