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Baijiu sector fell sharply Kweichow Moutai Co.Ltd(600519) once fell nearly 5% new e-commerce platform will soon be on-line
Baijiu sector fell sharply in the 28 day, as of press time, Shede Spirits Co.Ltd(600702) , Luzhou Laojiao Co.Ltd(000568) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Jiugui Liquor Co.Ltd(000799) and other decline, Kweichow Moutai Co.Ltd(600519) once dropped nearly 5% close to 1600 yuan mark, Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) , Wuliangye Yibin Co.Ltd(000858) and so on also bleak.
In terms of news, according to the data of “Buer sauce liquor” and “today’s liquor price”, the prices of all kinds of Maotai liquor fell sharply on March 25 and 26. It took less than half a year to fly from 3000 + to 2600 in 22 years, and the decline reached 200 yuan / bottle in the past week. Other Chinese Zodiac wine and vintage wine all fell sharply, among which the 15th vintage wine fell by 400 yuan / bottle in two days.
Some analysts pointed out that Maotai liquor prices fell mainly for two reasons: first, the recent outbreak of the epidemic in first tier cities and the weakening of consumption expectations; Second, Maotai’s new e-commerce platform is about to go online, which may impact the interests of dealers.
Kweichow Moutai Co.Ltd(600519) announced this morning that the “I Maotai digital marketing app” will be put into trial operation on March 31, 2022. From now on, consumers can search “I Maotai” in the mainstream mobile application Mall for download. 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).
People in the industry pointed out that this is the key point of Maotai’s “precision marketing reform” in the future, which is in line with Maotai’s “five direct marketing”. For the sake of reform, it may touch the interests of some people, but for the overall situation of Maotai, we can only sacrifice and have no choice.
However, Guotai Junan Securities Co.Ltd(601211) Securities said that the recent implementation of Maotai online platform is expected to become a new measure for the reform and implementation of marketing system, provide a new driving force for the development of Maotai marketing and realize another 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) . The stock valuation of shede enterprises remains relatively flexible.
\ 502 billion proposed large-scale dividend
The coal sector rose strongly on the 28th. As of press time, China Shenhua Energy Company Limited(601088) rose by more than 6%, and once rose by more than 8%; Power investment energy, Yankuang energy, Shaanxi Coal Industry Company Limited(601225) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) , etc. all strengthened.
In terms of news, the 2021 annual report disclosed on China Shenhua Energy Company Limited(601088) 325 shows that in 2021, the company achieved an operating revenue of 335216 billion yuan, an increase of 43.7% year-on-year; The net profit attributable to the shareholders of the company was 50.269 billion yuan, a year-on-year increase of 28.3%; The basic earnings per share is 2.53 yuan / share. At the same time, the company also issued a cash dividend plan for 2021, which plans to distribute a final dividend of RMB 25.4 (tax included) for every 10 shares to all shareholders in 2021. The company’s net profit attributable to the Japanese shareholders for the year ended 2021 was about RMB 515.4 billion, accounting for about 10.066% of the company’s total share capital in 2021 according to the accounting standards of Japan.
For the coal sector, Capital Securities said that at present, the national development and Reform Commission has strengthened the coal supply and price stabilization and the implementation of the coal contract of the China long term association, so as to reduce the sharp fluctuation of coal price and ensure the safety and stability of energy supply. On the supply side, we expect that the daily output of energy will continue to approach the daily output level of 12.6 million tons last year in the short term. Affected by the supply and price stabilization last year, the marginal elasticity has been released relatively much, The possibility of substantial improvement in the short-term margin is small. At present, it is difficult to form a significant improvement in the tense pattern. With the superposition of factors such as the impact of China’s epidemic on transportation capacity and the rise of highway freight, the supply side is still the core reason. The main coal producing countries in Indonesia and Australia have negative factors for the reduction of coal supply. The high overseas coal price leads to the decline of China’s import demand in March. Due to the influence of transportation capacity and full supply guarantee of power plants, the port inventory level cannot be recovered quickly in the short term. The inventory is at the low level in the same period of the last three years, and the daily consumption level of downstream power plants is increasing, resulting in the shortage of coal in the market, while building materials Chemical industry is less sensitive to coal prices, and coal prices are expected to remain high and continue to operate.
Open source Securities said that for the current coal sector still has high configuration value, it is optimistic about the market of the sector. Objects benefiting from steady performance and high dividend: Yankuang energy, China Shenhua Energy Company Limited(601088) , Shaanxi Coal Industry Company Limited(601225) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) ; Objects expected to benefit from growth: Shanxi Coking Coal Energy Group Co.Ltd(000983) , Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , Huaibei Mining Holdings Co.Ltd(600985) .
Jiangsu Hoperun Software Co.Ltd(300339) etc.
Hongmeng concept had a strong intraday trend on the 28th. As of press time, Unionman Technology Co.Ltd(688609) “20cm” limit, Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) limit, Jiangsu Hoperun Software Co.Ltd(300339) , Archermind Technology (Nanjing) Co.Ltd(300598) , Talkweb Information System Co.Ltd(002261) , Client Service International Inc(300663) , Si-Tech Information Technology Co.Ltd(300608) and other gains were ahead.
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.
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) .
It is reported that by the end of 2021, the total installed capacity of Hongmeng system has exceeded 320 million units, of which the number of Huawei equipment equipped with Hongmeng operating system has exceeded 220 million, and the delivery volume of new ecological equipment of Hongmeng Zhilian in 2021 has exceeded 100 million. According to Huawei, Hongmeng has become the third largest mobile operating system in the world. At the same time, Huawei also launched Huawei inside solution, taking smart cars as the starting point to create a circle of smart car friends and enrich Huawei’s smart Internet ecosystem.
According to Shanghai Securities News, at the end of last year, Derek Yu, President of Huawei’s consumer business in central and Eastern Europe, northern Europe and Canada, revealed that Hongmeng system will be launched in Europe in 2022.
On February 27, on the eve of the opening of the 2022 World Mobile Communication Conference, Yu Chengdong, CEO of Huawei consumer business, released seven new terminal products to the world. At the press conference, he pointed out that in 2022, Huawei will continue to apply Hongmeng operating system to help the whole scene Smart Life strategy.
New progress has also been made in Euler’s ecological construction. The official of openeuler announced on February 22 that Intel arch sig jointly created by Intel and SUSE was officially established on February 16 with the approval of the resolution of Euler’s Open Source Community Technical Committee, which will further improve the support ability of Euler’s open source operating system for diversity computing.
Guo Ping, the rotating chairman of Huawei, said that Huawei’s AI centered full stack software reconstruction, including Hongmeng and Euler, is expected to create a new ecosystem and bring new opportunities to customers and the software industry.
yuan universe concept soars institutions: the sector has shown a stabilizing and rising trend
On March 28, the yuan universe sector rose against the market. As of press time, Meisheng Cultural & Creative Corp.Ltd(002699) , Shanghai Luoman Lighting Technologies Inc(605289) , Sanxiang Impression Co.Ltd(000863) , Hubei Radio & Television Information Network Co.Ltd(000665) and other trading limits, Shunya International Martech (Beijing) Co.Ltd(300612) , Unionman Technology Co.Ltd(688609) , Cosonic Intelligent Technologies Co.Ltd(300793) and other outstanding performances. In terms of news, according to the recent market news, since the marketing effect of Pico far exceeds the previous expectation, byteco has raised the sales target of VR in 2022, from 1 million units to about 1.8 million units.
In addition, the meta universe conference will be held in April, which will also play a catalytic role in the sector. On April 20, the first meta universe conference hosted by China Mobile Communications Federation and co sponsored by Shanghai Communications Administration Bureau will be held soon.
Tianfeng Securities Co.Ltd(601162) believes that after more than two months of correction at the beginning of the year, the A-share yuancosmos sector has regained its safety margin, which has reflected the stabilization and recovery trend. Yuancosmos sector is a continuous theme throughout 2022, and it is recommended to continue to focus on it.
Guosheng Securities said that the yuan universe sector had a correction in the short term, focusing on the landing of industries in NFT / virtual human / VR, AR and other directions and the cashing of corporate financial reports.
real estate sector multi stock limit industry benefits occur frequently can catch up
On Monday, the real estate sector rose intraday. As of press time, Tianjin Realty Development (Group) Co.Ltd(600322) , Dongguan Winnerway Industry Zone Ltd(000573) , Cccg Real Estate Corporation Limited(000736) , Cinda Real Estate Co.Ltd(600657) and other more than 10 stocks rose by the limit, and Guangzhou Pearl River Industrial Development Co.Ltd(600684) , Yango Group Co.Ltd(000671) and others followed. In terms of news, on March 16, the financial stability and Development Commission of the State Council held a special meeting, at which it was pointed out that with regard to real estate enterprises, it is necessary to timely study and put forward effective countermeasures to prevent and resolve risks, and put forward supporting measures for the transformation to a new development model.
On the same day, the cbcirc held a special meeting to convey, study and implement the spirit of the meeting of the financial committee of the State Council, require to actively promote the transformation of the development mode of the real estate industry, encourage institutions to carry out M & A loans in a stable and orderly manner, focus on supporting high-quality real estate enterprises to merge and acquire high-quality projects of difficult real estate enterprises, and promote the virtuous circle and healthy development of the real estate industry.
Haitong Securities Company Limited(600837) pointed out that the real estate sector has seen frequent positive results recently, and the sector has risen sharply continuously. It is not suitable to blindly catch up in the short term. Wait patiently for adjustment before bargain hunting. The whole real estate sector and related industrial chain are expected to get out of an independent market under the care of this year’s policies.
Huatai Securities Co.Ltd(601688) pointed out that the triple benefits of policies, housing loans and enterprises are expected to strengthen the space for valuation repair of the real estate sector. In terms of policies, the relaxation frequency and intensity have been gradually strengthened, and gradually promoted from low-energy cities to high-energy cities. It is worth paying attention to whether to launch the real estate enterprise side rescue policy in the future; In terms of housing loans, the housing loan interest rate in March showed the largest monthly decline since 2019; In terms of enterprises, a number of listed real estate enterprises have actively repurchased corporate bonds. Starting from the goal of steady growth and risk prevention, real estate should make more efforts to break the current negative cycle and boost the confidence of home buyers, real estate enterprises and financial institutions.
soaring oil price drives performance increase China Petroleum & Chemical Corporation(600028) share price rises higher than 2%
On March 28, China Petroleum & Chemical Corporation(600028) opened significantly higher. As of press time, the stock rose more than 2% to RMB 426, with a market value of RMB 515.8 billion.
On the evening of March 27, China Petroleum & Chemical Corporation(600028) released the annual performance report of 2021. According to the international financial reporting standards, the company achieved a turnover and other operating income of 2.74 trillion yuan, a year-on-year increase of 30.2%, and the profit attributable to shareholders of the company was 71.975 billion yuan, a year-on-year increase of 115.2%. According to China’s accounting standards for business enterprises, the net profit attributable to the shareholders of the parent company was 71.208 billion yuan, a year-on-year increase of 114%, and the operating performance reached the best level in the same period of nearly 10 years.
China Petroleum & Chemical Corporation(600028) said that the growth of the company’s performance was mainly due to the increase of the company’s sales of petroleum and petrochemical products and the rise of product prices. Last year, the sales price of China Petroleum & Chemical Corporation(600028) crude oil was 3049 yuan / ton, a year-on-year increase of 50.3%; The sales price of natural gas was 1606 yuan / million cubic meters, a year-on-year increase of 18.8%.
By the end of 2021, China Petroleum & Chemical Corporation(600028) the net assets per share attributable to the shareholders of the parent company was 6.402 yuan, with a year-on-year increase of 3.7%.
However, it is worth noting that at present, the share price of China Petroleum & Chemical Corporation(600028) a shares is about 35% lower than the net assets per share, which is in a “net breaking” state. As of the closing on March 25, China Petroleum & Chemical Corporation(600028) has fallen by 1.65% this year, with a total market value of 503.7 billion yuan and a circulation market value of 397.5 billion yuan.
