The A-share market strengthened as a whole this morning, the gem rose sharply again, and the real estate chain stocks set off a wave of limit trading.
At the same time, as one of the market weathervanes, there were also changes in the securities sector this morning, with many stocks rising sharply, including the stock limit. Near the morning closing, the large financial sector rose. In addition, the rise of FTSE A50 China Index Futures expanded to more than 2%.
Today is the first compulsory delisting stock in the year - the first day of delisting consolidation period for delisting Xinyi. Market data show that the stock fell sharply this morning, with an intraday slump of more than 70%.
A-Shares strengthened, real estate chain stocks set off a wave of trading
A shares performed strongly in the morning, with the gem index rising sharply, up 2.89%. The Shenzhen composite index returned to the 12000 point integer mark.
In terms of the industry sector, the real estate sector rose violently, with an intraday increase of about 4%. Individual stocks set off a wave of limit trading, with about 20 stocks trading Shenzhen Sdg Service Co.Ltd(300917) "20cm" limit, Langold Real Estate Co.Ltd(002305) , Bright Real Estate Group Co.Limited(600708) , Tianjin Realty Development (Group) Co.Ltd(600322) , Tianjin Jinbin Development Co.Ltd(000897) , etc. Real estate leader China Vanke Co.Ltd(000002) soared by about 8% during the session 6 Shanxi Taigang Stainless Steel Co.Ltd(000825) connecting sector.
Building materials, household goods, construction and other industry sectors in the real estate chain have also been driven, rising sharply one after another.
According to the research view of Caixin securities, the correction of real estate policy is relaxed and the margin of sales data is warmer. The general tone of "no speculation in housing and housing" remains unchanged. The government work report mentioned that "support the commercial housing market to better meet the reasonable housing needs of buyers, stabilize land prices, house prices and expectations, and promote the virtuous cycle and healthy development of the real estate industry due to urban policies". The policy side has always been an important factor affecting the development of the real estate industry. Recently, there has been marginal relaxation in the policies on the supply and demand side of real estate, from relaxing the loan limit, to standardizing the supervision of pre-sale funds, encouraging M & A loans, reducing the five-year LPR, and then to the continuous efforts of "one city, one policy", reducing the down payment ratio, reducing the mortgage interest rate, liberalizing the sales restriction policies, etc. Recently, the loosening of local real estate policies may stimulate the sales side, Last week, the transaction area of commercial housing in 30 cities increased month on month, among which the first tier, second tier and third tier cities increased month on month, and the margin of real estate sales recovered. However, it is hard to say in the short term that the sales side has stabilized. In February, the medium and long-term loans of residents were negative for the first time, which may take some time to transmit to the sales side; In addition, following Zhengrong, Yango Group Co.Ltd(000671) and other private real estate enterprises, rongchuang announced on Friday that it was difficult to cash 6 billion bonds. It plans to communicate with bondholders about the extension in the near future. Later, it will face the peak of the maturity of real estate corporate bonds, and the risk of the real estate industry remains. Whether the real estate industry should gradually relax and effectively deal with the risks mentioned in the follow-up meeting of the real estate commission remains to be studied and observed, and whether the real estate industry should gradually improve the prevention and response of risks needs to be put forward in a timely manner.
In terms of major stocks with large market capitalization, the leading stock of new energy track Contemporary Amperex Technology Co.Limited(300750) soared by more than 5%, driving the strength of the gem index.
Northbound capital resumed its net purchase today, with a net purchase of about 6.5 billion yuan in the half day of the morning.
big financial sector changes, brokerage stocks rose
Securities companies, insurance and banking sectors rose due to collective changes near the morning closing.
In the securities sector, Hongta Securities Co.Ltd(601236) limit Boc International (China) Co.Ltd(601696) near the morning closing, the trading limit was pulled straight.
Gf Securities Co.Ltd(000776) intraday increase of more than 8%, and China stock market news intraday increase of more than 6%.
With regard to the investment suggestions of the brokerage sector, Central China Securities Co.Ltd(601375) 's research view is that: (1) since March, the equity indexes have fallen synchronously again, and the operating environment of the industry's equity proprietary business is worrying again; After rapid adjustment, the fixed income index fluctuated and consolidated at a relatively low level. On the whole, the overall business environment of the self operated business of the industry is still poor. (2) Affected by factors such as enlarged trading volume and increased trading days, the brokerage business of the industry is expected to rebound significantly in March. (3) The balance of two financial services decreased slightly. It is expected that the marginal contribution of two financial services to the industry's single menstrual business performance in March will change from positive to negative. (4) The scale of equity financing in the industry and the underwriting scale of various bonds have rebounded sharply at the same time. The total volume of investment banking in the industry will rise significantly month on month, but the absolute volume is still low. (5) Based on the latest changes of various factors in the current market, the overall operating performance of the parent company of listed securities companies in March 2022 is expected to improve month on month, but the total amount is difficult to be optimistic. (6) Since March, the brokerage index has fallen significantly in synchronization with various equity indexes, and the decline has expanded again. The average p / b of the sector has fallen to a low of nearly 1.30 times, and the overall performance is relatively weak. In the short cycle, the brokerage index will still maintain the trend of weak shock at the bottom of the market, and the structural market will still be the main tone; A decent rebound can occur only after the phased fundamentals are improved. Actively maintain the medium and long-term attention to the securities sector and pay attention to the undervalued varieties in the sector.
plummeted 70%! The first compulsory delisting stock in the year entered the delisting consolidation period today
It is worth noting that today is the first stock forced to be delisted this year. This stock is Xinjiang Yilu Wanyuan Industrial Investment Holding Co.Ltd(600145) ( Xinjiang Yilu Wanyuan Industrial Investment Holding Co.Ltd(600145) . SH), and now the abbreviation of securities has become delisted new billion.
Market data show that as soon as delisting Xinyi opened today, it directly fell below the face value of 1 yuan, opening at 0.29 yuan, down as much as 71.84%. As of the morning closing, the decline was still close to 70%.
While the share price plummeted, the trading volume increased significantly, and the turnover rate in the half trading day in the morning has exceeded 10%.
On March 22, Xinjiang Yilu Wanyuan Industrial Investment Holding Co.Ltd(600145) issued an announcement on the termination of the listing of the company's shares. According to the facts identified in the decision on administrative punishment (No. [2022] 4) of the CSRC, Xinjiang Yilu Wanyuan Industrial Investment Holding Co.Ltd(600145) (hereinafter referred to as Xinjiang Yilu Wanyuan Industrial Investment Holding Co.Ltd(600145) or the company) falsely increased its operating income in 2018 and 2019. After deducting the falsely increased operating income, the actual operating income of the company for three consecutive fiscal years in 2018, 2019 and 2020 was less than RMB 10 million, and the financial and accounting report of 2020 was issued with qualified audit report Xinjiang Yilu Wanyuan Industrial Investment Holding Co.Ltd(600145) the above-mentioned financial fraud led to the fact that the company's financial indicators from 2018 to 2020 have actually touched the situation of major illegal compulsory delisting stipulated in Article 4 (3) of the original measures for the implementation of major illegal compulsory delisting of listed companies on Shanghai Stock Exchange (hereinafter referred to as the "implementation measures"). According to the stock listing rules of Shanghai Stock Exchange (revised in January 2022) (hereinafter referred to as the "Stock Listing Rules") According to the notice of Shanghai Stock Exchange on Issuing the Listing Rules of Shanghai Stock Exchange (revised in December 2020), the company's shares shall be subject to major illegal compulsory delisting.
After deliberation by the Listing Committee of Shanghai Stock Exchange, Shanghai Stock Exchange decided to terminate the listing of Xinjiang Yilu Wanyuan Industrial Investment Holding Co.Ltd(600145) shares.
another IPO broke on the first day of listing, with a loss of more than 3000 yuan in the first signing
In addition, the new shares of 8193 biology were listed for the first time today (in addition, this is the first day of listing of 6893 biology shares).
Rendu biology's new share issuance price was 72.65 yuan, which was once as low as 66.18 yuan this morning, down nearly 9% from the issuance price. The maximum intraday floating loss of the first batch of new shares was more than 3000 yuan.
According to the prospectus data, the company is one of the first batch of life science enterprises focusing on RNA thermostatic amplification technology and products in China, and is committed to developing innovative diagnostic technologies and products whose clinical needs have not been met. The company has RNA real-time fluorescence constant temperature amplification (SAT) patent technology platform, SAT technology uses RNA as the detection target, in China, the earliest detection of reproductive tract (Chlamydia trachomatis, Neisseria gonorrhoeae, Ureaplasma urealyticum, Mycoplasma genitourum), respiratory tract (Mycobacterium tuberculosis, pneumonia mycoplasma) and hepatitis B detection area RNA as the target detection nucleic acid detection reagent products. In terms of molecular diagnostic reagent products, the four nucleic acid detection kits for genital pathogens independently developed by the company are the first certified products in China to realize the detection of RNA living bacteria in urine samples, so as to realize non-invasive sampling; Four respiratory pathogen nucleic acid detection kits and three enterovirus pathogen nucleic acid detection kits are products that currently use RNA real-time fluorescence constant temperature amplification technology and obtain the registration certificate of class III medical devices of the State Food and drug administration.
