According to the data of China Securities Taurus, in the morning of April 1, the three major indexes opened low and went high. As of the noon closing, the Shanghai index rose 0.62%, the Shenzhen Composite Index rose 0.88% and the gem index rose 0.59%. In terms of northbound funds, the Shanghai Stock connect had a net inflow of 1.819 billion yuan and the Shenzhen Stock connect had a net inflow of 2.575 billion yuan. Shipping, ports, catering and tourism, Baijiu and aviation sectors are taking the lead and the financial sector is making efforts.
The port and shipping sector strengthened. The leading stock Cosco Shipping Holdings Co.Ltd(601919) with a market value of 270 billion yuan rose once in the intraday limit, and many stocks such as Jiangsu Lianyungang Port Co.Ltd(601008) , Shanghai International Port (Group) Co.Ltd(600018) , Chongqing port and Nanjing Shenghang Shipping Co.Ltd(001205) were closed. Several blue chip white horse stocks strengthened, Kweichow Moutai Co.Ltd(600519) up 3.49%, China Vanke Co.Ltd(000002) up 4.60%, and Contemporary Amperex Technology Co.Limited(300750) up 1.85%.
Among the concept sectors, Hainan free trade zone sector performed well, and many stocks such as Hainan Ruize New Building Material Co.Ltd(002596) , Hainan Haiqi Transportation Group Co.Ltd(603069) , Hainan Development Holdings Nanhai Co.Ltd(002163) and Hai Nan Yedao (Group) Co.Ltd(600238) followed suit. On the news side, the measures for the administration of the customs comprehensive bonded zone have been officially implemented since April 1.
April is the financial reporting season. The statistical law shows that the probability of increase in the first ten days of April since 2010 has reached 75%. The institution suggests that the two main lines layout the investment opportunities in April.
Cosco Shipping Holdings Co.Ltd(601919) intraday limit
On April 1, affected by the news of the continuous tension between supply and demand of container transportation, the A-share port shipping sector strengthened, the intraday limit of Cosco Shipping Holdings Co.Ltd(601919) , Jiangsu Lianyungang Port Co.Ltd(601008) , Shanghai International Port (Group) Co.Ltd(600018) , Chongqing port, Nanjing Shenghang Shipping Co.Ltd(001205) and other stocks closed one after another, and Nanjing Port Co.Ltd(002040) , Rizhao Port Co.Ltd(600017) , etc. rose.
In terms of container market supply, according to alphaliner statistics, the annual market delivery capacity is about 1.08 million TEUs, and the disassembly capacity is only 14000 TEUs. The annual net growth rate of capacity is 4.5%, lower than the growth rate of demand. In 2021, the freight rates of major routes increased significantly compared with the same period of last year. The average value of CCFI index (China export container freight rate index) was 2616 points, up 165.7% year-on-year. In 2021, the global logistics supply chain was challenged by port congestion, container shortage, inland transportation delay and other complex situations, and the supply-demand relationship of container transportation continued to be tense.
Cosco Shipping Holdings Co.Ltd(601919) intraday limit, with a total market value of more than 270 billion yuan. In terms of news, on March 31, Cosco Shipping Holdings Co.Ltd(601919) released the announcement of pre increase of performance in the first quarter of 2022, which is expected to achieve a net profit of about 27.6 billion yuan, a year-on-year increase of about 78.6%.
Huatai Securities Co.Ltd(601688) research report believes that the high prospect of container transportation market in 2022 is expected to continue, mainly due to the decline of supply chain turnover efficiency and port congestion, which are difficult to alleviate in the short term; On the other hand, the price of the association is expected to rise further in 2022, which will support Cosco Shipping Holdings Co.Ltd(601919) profits.
"fried map" market reappearance
The concept stocks in Hainan Free Trade Zone rose due to changes, Hainan Ruize New Building Material Co.Ltd(002596) , Hainan Haiqi Transportation Group Co.Ltd(603069) , Hainan Development Holdings Nanhai Co.Ltd(002163) and Hai Nan Yedao (Group) Co.Ltd(600238) and other stocks followed suit.
Two days ago, the concept of Tianjin Free Trade Zone remained strong. The Fujian free trade zone sector opened stronger today, with an intraday rise of more than 2%. The sector of Hainan free trade zone came from behind and rose by more than 2% as of noon.
On the news side, from April 1, 2022, the measures for the administration of the customs comprehensive bonded zone will be officially implemented. Enterprises in the zone can use the duty-free equipment within the supervision period to undertake the entrusted processing business outside the zone, and enterprises can carry out emerging businesses such as financial leasing, cross-border e-commerce and futures bonded delivery, which means that the comprehensive bonded zone has new opportunities in the upgrading of industrial supporting facilities, the optimization of business environment and the improvement of management mode.
around two main lines
April is the earnings season, Zheshang Securities Co.Ltd(601878) said that the statistical law shows that the probability of increase in the first ten days of April has reached 75% since 2010, and the probability of increase in the second ten days of April has dropped to 42%.
Zheshang Securities Co.Ltd(601878) believes that can be balanced around steady growth, high dividend, price rise chain, new growth and travel chain specific attention: steady growth sectors represented by real estate, banking and construction; High quarterly dividend varieties represented by banks, communications and coal; Related industries represented by agriculture, forestry, animal husbandry and fishery, supermarkets, etc; Small and new growth stocks represented by semiconductors; Tourism and other related industries after the weakening of the impact of this round of epidemic.
Li Xing, chief market analyst of YueKai Securities Research Institute, suggested emphasizing individual stocks over the index, focusing on two main lines: first, the first quarterly forecast from the perspective of industry prosperity, the performance certainty of basic chemical industry, electronics, medical biology, national defense and military industry is relatively stronger second, the main line of policy force we can continue to pay attention to new and old infrastructure and investment opportunities in the consumer industry to expand domestic demand. In addition, with the recent intensive release of policies in energy, medicine and other industries, relevant sectors are expected to usher in rapid development opportunities.
