Today is the first trading day of A-Shares in April and the last trading day before Qingming Festival. During the Qingming Festival holiday, will there be any demon moths in the peripheral market? It’s a little guilty.
However, Niu Yanjun thinks that this is probably just the worry of the small scattered people. It seems that the institutions are still very iron headed. Today, in addition to the tourism hotels and airports stimulated by the arrival of the holiday, the most burning is the shipping port sector.
Shipping port stocks rose top 10
Today, the shipping port sector rose by more than 5%, ranking first in the list, and several stocks rose by the limit, including Cosco Shipping Holdings Co.Ltd(601919) , with a total market value of more than 270 billion yuan, which is undoubtedly the “core engine” of the sector’s rise.
Performance is the last word. On March 31, Cosco Shipping Holdings Co.Ltd(601919) released the announcement of pre increase of performance in the first quarter of 2022, and it is expected to realize a net profit of about 27.6 billion yuan, a year-on-year increase of about 78.6%. According to this calculation, Cosco Shipping Holdings Co.Ltd(601919) in the first quarter, the average daily net profit exceeded 300 million yuan!
Cosco Shipping Holdings Co.Ltd(601919) today’s time sharing chart
However, Niu Yanjun noticed that Cosco Shipping Holdings Co.Ltd(601919) today is fierce, but it’s still a little hesitant. For example, the rise in the morning opening was less than 3%, and the board opened at 11:06 after the 10:44 limit. It dawdled for half an hour before closing the board again in the afternoon, which almost made people think it was going to pee. It seems that there are still funds to escape through the limit.
In contrast, another stock is much more violent: directly open nearly 15% higher, and directly seal the “30cm” super large daily limit one hour later! This is Haixi communication from Beijing stock exchange.
Time sharing chart of Haixi communication today
K-line map of Haixi communication day
In Niu Yanjun’s impression, the 30% limit board of the Beijing stock exchange has not appeared for some time, and even people forget that there is such a thing. Today, Haixi communication has sprung up, which proves that the individual stocks of the Beijing stock exchange are not hyped without funds, but depends on whether the theme is tough enough.
To be honest, the subject of the Haixi communication is somewhat split, but it is also awesome: the company’s latest 2021 annual report shows that in 2021, the company achieved a total operating income of 286 million yuan, down 1.53% from the same period last year. The net profit was 92 million yuan, a year-on-year decrease of 0.20%. However, please note: company’s annual distribution plan is to increase 10 shares by 10 shares and pay 9 yuan (tax included). This equity distribution is expected to pay a cash dividend of 631170 million yuan!
Seeing this, Niu Yanjun can’t help sighing that the company earns more than it earns, and there are more cash and stocks in the hands of shareholders, which is really more!
in addition, just like the policy care and violent rebound when the market bottomed on March 16, I’m afraid that if A-Shares want to continue to operate upward in the near future, they also need further policy support. Niu Yanjun is here to remind you to pay attention to the news, because it is likely to usher in a very stimulating heavy positive for A-Shares in the short term
First of all, yesterday, the service industry survey center of the National Bureau of statistics and the China Federation of logistics and procurement released data showing that in March, the purchasing manager index (PMI) of China’s manufacturing industry was 49.5%, down 0.7 percentage points from the previous month, lower than the critical point, and the overall prosperity level of the manufacturing industry fell somewhat.
Source: Official Website of the people’s Bank of China
Secondly, the central bank’s official website announced on Wednesday that the monetary policy committee of the people’s Bank of China pointed out at its regular meeting in the first quarter of 2022: “… Economic development is facing triple pressures of shrinking demand, supply shock and weakening expectations… Strengthen the implementation of prudent monetary policy…”
Third, yesterday, the central bank launched 150 billion yuan reverse repurchase operation, with a net investment of 130 billion yuan on the same day. It is worth noting that this is the fifth consecutive working day for the central bank to carry out 100 billion level investment, with a total investment of 700 billion yuan and a net investment of 580 billion yuan.
From these signs, there is no doubt that the market is full of hope for further monetary policy and even interest rate cuts.
Niu Yanjun turned over the interpretation of industry experts. According to authoritative media reports, Wang Qing, chief Macro Analyst of Dongfang Jincheng, said that the “interest rate cut” and RRR reduction are expected to be implemented in the second quarter, and even the possibility of launching in April is not ruled out. Li Yishuang, chief fixed income analyst of Cinda securities, also believes that the probability of interest rate reduction is increasing: “(the central bank) mentioned strengthening counter cyclical regulation at this regular meeting, which actually increases the possibility of interest rate reduction in April.”
Today is the first day of April. Will this big positive happen this month? Will A-Shares start a major counterattack? It’s really full of expectations!
