March officially ended. Today’s A-share performance was weak, and all three major indexes closed down. The Shanghai index fell 0.44%, the Shenzhen Component Index fell 1.19%, and the gem index fell 1.38%. The total turnover of Shanghai and Shenzhen stock markets was 1009413 billion yuan, back above the trillion level. This month, due to external geopolitical tensions, major stock indexes around the world experienced a wave of turbulent market. A shares fell for many days, and the Shanghai Composite Index fell 6.07% in a single month.
Today, the concept of digital currency rose sharply in the afternoon, Qitian Technology Group Co.Ltd(300061) 20cm limit, Shenzhen Emperor Technology Company Limited(300546) , Synthesis Electronic Technology Co.Ltd(300479) , Beijing Cuiwei Tower Co.Ltd(603123) , Chutian Dragon Co.Ltd(003040) and other nearly 10 shares rose by more than 10%.
It is worth noting that the recent hot real estate, medicine and other strong sectors rose and fell, and many stocks exploded in the afternoon \ .
Today, there are more than 60 fried board stocks in the two cities, and the fried board rate was once as high as 50%. At the closing price, Everbright Jiabao Co.Ltd(600622) , Hpgc Renmintongtai Pharmaceutical Corporation(600829) , Tianjin Jinbin Development Co.Ltd(000897) , Vohringer Home Technology Co.Ltd(603226) , Tianjin Realty Development (Group) Co.Ltd(600322) , China Meheco Group Co.Ltd(600056) touched the daily limit, but the closing share price turned green.
6 Shaanxi International Trust Co.Ltd(000563) month’s trend is boundless. The share price has risen from 11 yuan to about 40 yuan, with the highest increase in the range of more than 250%. China Meheco Group Co.Ltd(600056) announced that it had won the Chinese mainland operation of Pfizer’s COVID-19 drug Paxlovid, which fully catalyzed the upward trend in share prices. After a round of sharp rise, the stock price is currently in a high shock trend. Recently, the overall disk is more active, and the trading volume remains at a high level. It is noteworthy that in the past 20 trading days, the total net outflow of main funds was 6 Chongqing Sanxia Paints Co.Ltd(000565) 496 billion yuan, ranking first in a shares.
Petrochina Company Limited(601857) daily profit of 253 million, net profit of over 90 billion last year
Petrochina Company Limited(601857) today disclosed the annual report of 2021. In 2021, the net profit attributable to the parent company was 92.17 billion yuan, up from 19.006 billion yuan in the same period of last year; The revenue reached 2.61 trillion yuan, a year-on-year increase of 35.2%, a record high. The company’s commodity volume of chemical products, profit from oil refining business and profit from chemical business all reached the best level in history. Calculated by 365 days in 2021, Petrochina Company Limited(601857) is equivalent to a daily profit of 253 million yuan.
Recently, the market is very concerned about the rise and fall of oil prices. At 24:00 on March 31, China’s oil prices will rise for the seventh time in a row. According to the monitoring of the price monitoring center of the national development and Reform Commission, the international oil price fluctuated and rose during the current round of refined oil price adjustment cycle (March 17-march 30). Affected by this, the retail prices of gasoline and diesel in China increased accordingly. China’s gasoline and diesel prices increased by 110 yuan per ton. According to the estimation of 50L capacity of general household automobile fuel tank, filling a box of No. 92 gasoline will cost 4.5 yuan more.
International oil prices fell for two consecutive days on March 28 and 29. Crude oil prices fell sharply on March 28, and WTI and Brent crude oil futures fell by more than 6%, but China’s oil prices rose. For this, China Petroleum & Chemical Corporation(600028) said there were many reasons. First of all, the international oil price is not the price of refined oil, but the futures price, which will affect the future oil price, not the current oil price. Secondly, the adjustment cycle stipulated in China’s refined oil pricing mechanism is 10 working days, but the international oil price is changing every day, so the international oil price will change, but the oil price has not changed because China’s 10 working days have not yet arrived. Therefore, there will be the time difference and phenomenon difference between the rise and fall of international and Chinese oil prices.
accelerated implementation of 150 major water conservancy projects
The effect of infrastructure sector continues to spread. Today, the water conservancy sector performed brilliantly, Zhengping Road & Bridge Construction Co.Ltd(603843) , Xinjiang Guotong Pipeline Co.Ltd(002205) , Guangdong No.2 Hydropower Engineering Company Ltd(002060) , Zhejiang Reclaim Construction Group Co.Ltd(002586) limit, Shandong Longquan Pipeline Engineering Co.Ltd(002671) , Zhejiang Taifu Pump Co.Ltd(300992) and other stocks followed. In terms of news, the executive meeting of the State Council held on March 30 proposed that water conservancy projects are livelihood projects, development projects and safety projects. It is decided to start a number of new water conservancy projects with mature conditions to improve the ability of water resources protection and disaster prevention and reduction, including major water diversion and transfer projects such as the follow-up project of the South-to-North Water Transfer, backbone flood control and disaster reduction, danger removal and reinforcement of dangerous reservoirs, construction and transformation of irrigation areas, etc these projects, together with other water conservancy projects, can complete an investment of about 800 billion yuan in the whole year
Recent important meetings have been held one after another. The expectation of stable economic growth on the policy side is clear, which has stabilized the risk appetite of the capital market, and the bottom support force formed on the policy side is relatively sufficient. The meeting echoed the requirements of the national standing committee meeting on January 10 this year. Major water conservancy, affordable housing, food and energy security, advanced manufacturing, transportation and communication and other infrastructure are expected to become the main line of steady growth throughout the year.
Guotai Junan Securities Co.Ltd(601211) pointed out that in 2022, the economic work will focus on steady growth. As one of the important infrastructure construction fields, water conservancy has the characteristics of strong social benefits, large investment absorption and long industrial chain. The development of water conservancy is expected to fully boost demand, create employment and make an important contribution to achieving the goal of steady growth. In combination with the work deployment of the central government and the Ministry of water resources, water conservancy will focus on the construction of major projects such as national water network and watershed flood control and the improvement of smart water conservancy in 2022. In terms of medium and long-term planning, during the 14th Five Year Plan period, water conservancy construction will achieve high-quality development from the four investment directions of flood control, water supply, intelligent water conservancy and ecological restoration. Its investment growth rate is expected to enter a new round of growth period driven by the accelerated implementation of 150 major water conservancy projects.
According to the statistics of the securities times and data treasure, the share price of 29 shares in the water conservancy sector rose by an average of 5.93% in March, while that of Guangdong No.2 Hydropower Engineering Company Ltd(002060) , Zhejiang Reclaim Construction Group Co.Ltd(002586) , Xinjiang Guotong Pipeline Co.Ltd(002205) , Beijing Hanjian Heshan Pipeline Co.Ltd(603616) , Ningxia Qinglong Pipes Industry Group Co.Ltd(002457) .
Guangdong No.2 Hydropower Engineering Company Ltd(002060) was the largest increase, with a cumulative increase of 79.26% in the month. The company’s share price rose by the limit today and reaped five consecutive rises last week. Yesterday, the company released an annual report, which showed that the company achieved a revenue of 14.361 billion yuan in 2021, a year-on-year increase of 14.13%; The net profit attributable to the parent company was 328 million yuan, a year-on-year increase of 24.45%. Today, the net inflow of Guangdong No.2 Hydropower Engineering Company Ltd(002060) the main force is the largest, with 318 million yuan flowing into the stock.
Beishang capital is optimistic about the infrastructure sector in the near future. The net purchases of Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , China Energy Engineering Corporation Limited(601868) Beishang capital since March have ranked first, with 305 million yuan and 211 million yuan respectively.
At present, 18 shares have announced the performance or performance forecast for 2021. According to the median data of the annual report or forecast, China Energy Engineering Corporation Limited(601868) the net profit in 2021 is the largest. The annual report of the company shows that the main revenue in 2021 is 322319 million yuan, an increase of 19.23% year-on-year; The net profit attributable to the parent company was 6.504 billion yuan, a year-on-year increase of 39.26% For the first year in 2021, net profits for 2021 were all more than 1 billion yuan, of which 23 thesame score increased by 25.22% and 34.32% respectively.
The 2021 performance of China Camc Engineering Co.Ltd(002051) , Zhejiang Reclaim Construction Group Co.Ltd(002586) , Shandong Longquan Pipeline Engineering Co.Ltd(002671) , Tianshan Aluminum Group Co.Ltd(002532) doubled year-on-year.
