In early trading on Friday, the three major A-share indexes collectively opened low and went high, with a shock rebound. As of midday closing, the Shanghai Composite Index closed at 3272.4 points, up 0.62%; Shenzhen composite index reported 1222537 points, up 0.88%; Gem index reported 267515 points, up 0.59%.
Plate, in addition to the epidemic recovery sector performance is good, heavyweight strong help index rebound, household appliances, banks, Baijiu shares and other active line. Other subject stocks have adjusted, and the correction of traditional Chinese medicine, real estate and other sectors led by the rise in the early stage is obvious. On the whole, the market rotation pattern continued, and the northward capital raised more than 4 billion yuan in half a day.
port shipping Plate Strengthened intraday
This morning, port stocks ushered in the outbreak, Nanjing Shenghang Shipping Co.Ltd(001205) second board; The market value of Cosco Shipping Holdings Co.Ltd(601919) with a market value of 200 billion once touched the daily limit, and closed at 17.03 yuan at noon, up 9.87%.
The previous two days on March 28 and 29, China Merchants Energy Shipping Co.Ltd(601872) continuously increased the limit, and the cumulative increase in the past six trading days was nearly 30%.
The brilliant performance of Cosco Shipping Holdings Co.Ltd(601919) , China Merchants Energy Shipping Co.Ltd(601872) , or an incentive to ignite the enthusiasm of the shipping sector. Among them, on March 31, Cosco Shipping Holdings Co.Ltd(601919) disclosed that the net profit in 2021 was 89.296 billion yuan, a year-on-year increase of nearly 8 times. In the first quarter of 2022, the company's performance is expected to increase, and the net profit is expected to be about 27.6 billion yuan, a year-on-year increase of about 78.6%.
Netizens exclaimed: "the daily net income exceeds 300 million yuan! It's not calm."
China Merchants Energy Shipping Co.Ltd(601872) also excited the market. 3.609 billion yuan China Merchants Energy Shipping Co.Ltd(601872) 2021 net profit hit a record high.
Chen Yang, senior shipping expert and general manager of Xinde maritime, told Shanghai Securities News that China Merchants Energy Shipping Co.Ltd(601872) business covers oil transportation, dry bulk cargo, container, etc., of which the profit of dry bulk cargo business hit a record high, of which the profit contribution in the fourth quarter of 2021 exceeded 1 billion yuan for the first time.
"In 2021, the global macroeconomic fundamentals continued to improve, driving the overall rise of the bulk commodity market. The high operation of commodity prices provided support for active trade. As an important midstream link of bulk commodities, shipping freight and ship assets showed a situation of rising water and ship." Chen Yang said.
Besides port stocks, Baijiu shares such as liquor, household appliances, banks and so on are also active: Kweichow Moutai Co.Ltd(600519) rose 3%, Qilu Bank Co.Ltd(601665) pulled up the seal board, and Zhejiang Supor Co.Ltd(002032) rose nearly 8%.
the industry generally believes that the shipping sector is optimistic in 2022
A number of industry insiders interviewed by the reporter of Shanghai Securities News generally believe that although there are many factors to interfere, this year's shipping sector, including container, oil transportation, dry bulk cargo and other shipping, are cautiously optimistic, indicating that the shipping industry may continue to strengthen.
According to the data of the Ministry of transport, from January to February this year, the economic operation of transportation started smoothly, and the freight volume and port cargo throughput maintained growth; The cargo throughput of ports across the country was 2.36 billion tons, a year-on-year increase of 2.7%.
Chen Yang believes that despite the interference of many factors, this year's shipping sector, including container, oil transportation, dry bulk and other shipping, is cautiously optimistic. Among them, container shipping hovers at a high level, dry bulk cargo continues to rise, and oil transportation is not clear, but there may be opportunities for volatility.
Lai Shengliang from the Market Research Office of Cosco Shipping Energy Transportation Co.Ltd(600026) research center also predicted that this year, the supply and demand of sea freight volume in the international dry bulk cargo transportation market tends to be balanced, and the freight rate is in the recovery upward cycle. Meanwhile, the container transportation market is expected to remain high.
According to the prediction of the third party, the global dry bulk shipping trade volume will be 5.46 billion tons in 2022, with a year-on-year increase of 1.6%. At the same time, the global demand for container shipping will remain strong on the whole this year. The growth rate of international container shipping demand in the whole year will be 4% to 6%.
"We believe that at least in the first half of this year, the freight rate in the container spot market will remain high. The development of overseas epidemic and port congestion in the second half of this year will determine the next market trend, but it will hover high on the whole." Chen Yang said.
China Securities Co.Ltd(601066) securities Transportation Logistics Analyst Han Jun said that according to xeneta data, the long-term price of European routes may exceed US $8000 / feu, and the long-term price of western US routes is in the range of US $6 Faw Jiefang Group Co.Ltd(000800) 0 / feu, and the actual average level may exceed market expectations. In terms of spot price, the imbalance between supply and demand of centralized transportation may continue until the end of 2022, and the spot price is expected to remain high.
early board stocks fell one after another
While the heavyweights strengthened, the continuous board stocks suffered heavy losses in the early stage of the market Zhejiang Construction Investment Group Co.Ltd(002761) fell by one word limit, China Meheco Group Co.Ltd(600056) fell by more than 7%, Ningbo Menovo Pharmaceutical Co.Ltd(603538) fell by more than 9%, Tianjin Tianbao Infrastructure Co.Ltd(000965) , Yango Group Co.Ltd(000671) and other real estate stocks fell.
With the intensive disclosure of the performance of A-share companies, active funds are gradually turning from conceptual speculation to fundamentals.
Haitong Securities Company Limited(600837) chief strategist Xun Yugen said that "April decision" is a common phenomenon of a shares, because after April, the macro data of the first quarter were gradually released, and the annual reports and the first quarterly reports of micro enterprises began to be disclosed. After the spring, the fundamentals were gradually clear, so investors can make a clearer judgment in April.
Specifically, the disclosed performance of listed companies shows that the performance growth of resource products and advanced manufacturing sectors in 2021 and the first quarter of 2022 is relatively fast. Meanwhile, industry high-frequency data show that the performance of resource products, express delivery, photovoltaic and new energy vehicles, resource recovery, supermarkets, digital economy and other fields is expected to improve in the first quarter of 2022.
