In early trading today, A-Shares opened low and went high. However, in the process of rising, the transactions between the two cities shrank slightly, and individual stocks also fell more or rose less, indicating that the market is not willing to catch up with the high, and the cautious mood is still strong.
On the disk, port shipping, Baijiu, hotel catering, tourism and other sectors are active, COVID-19 medicine concept, water conservancy construction, green building, industrial hemp and other sector decline. The net inflow of funds going north was 4.394 billion yuan
industry boom is high, led by port shipping
port and shipping stocks rose suddenly in early trading. The sector index opened higher against the trend, and the volume soared by more than 5%. The half day transaction was higher than that of the whole day yesterday Nanjing Shenghang Shipping Co.Ltd(001205) after opening high, the stock price rose sharply, and the limit rose strongly in less than 2 minutes, and the stock price approached the highest point of the year Hainan Strait Shipping Co.Ltd(002320) , Chongqing port, Jiangsu Lianyungang Port Co.Ltd(601008) , Shanghai International Port (Group) Co.Ltd(600018) , etc. also rose strongly
According to the statistics of CTS, the global container freight volume increased by 6.4% year-on-year in 2021, but in terms of market supply, according to alphaliner, the annual net growth rate of transport capacity was 4.5%, lower than the growth rate of demand. Superimposed with adverse factors such as epidemic situation and geopolitics, the relationship between shipping supply and demand continued to be tense, and the average value of CCFI index (China’s export container freight rate index) increased by 165.7% year-on-year.
Therefore, the performance of listed port and shipping companies is generally high growth, and this growth is still continuing this year. Today, two heavyweight companies in the port and shipping industry also announced the pre increase announcement of the first quarterly report Shanghai International Port (Group) Co.Ltd(600018) it is estimated that the company will realize a net profit of about 5.18 billion yuan in the first quarter of 2022, with a year-on-year increase of about 75.6%. For the reasons of performance growth, Shanghai International Port (Group) Co.Ltd(600018) said that in the first quarter, the cargo throughput and container throughput of the company’s home port increased significantly, and the profit contribution of the main business of the port increased; Shipping companies controlled and participated by the company are expected to have a substantial increase in profits
Two days ago, Shanghai International Port (Group) Co.Ltd(600018) just released its annual report for 2021, realizing a net profit of 14.682 billion yuan, a year-on-year increase of 76.74%. Data show that Shanghai International Port (Group) Co.Ltd(600018) received a net inflow of more than 300 million yuan in the morning. In addition, in the first four trading days of this week, northbound capital increased its positions every day Shanghai International Port (Group) Co.Ltd(600018) , with a total increase of more than 7 million shares.
Cosco Shipping Holdings Co.Ltd(601919) it is also estimated that the net profit in the first quarter of 2022 will be about 27.6 billion yuan, with a year-on-year increase of about 12.15 billion yuan and a year-on-year increase of about 78.6%. Yesterday, Cosco Shipping Holdings Co.Ltd(601919) also released its annual report for 2021, achieving a net profit of 89.296 billion yuan, a year-on-year increase of 799.52%. As of press time, Cosco Shipping Holdings Co.Ltd(601919) a shares almost rose by the limit, and H shares also rose by more than 9% Cosco Shipping Holdings Co.Ltd(601919) a shares received a net inflow of nearly 2.3 billion yuan in early trading.
Tianfeng Securities Co.Ltd(601162) said that the port rate is expected to continue to rise in 2022. The demand for import and export of goods rebounded, driving the rise of port rates. At the end of 2021, Ningbo Zhoushan Port Company Limited(601018) , Shanghai port and Guangzhou Port Company Limited(601228) all announced that the container rate would be increased in 2022. Considering the low valuation of some port companies, they already have investment value. Recommend Tangshan Port Group Co.Ltd(601000) with high dividend and Shanghai International Port (Group) Co.Ltd(600018) with substantial profit growth.
mixed real estate sector differentiation
In early trading, the real estate sector that has attracted much attention recently was divided again. On the one hand, Cccg Real Estate Corporation Limited(000736) rose the limit again, which is the sixth consecutive day, and the stock price also hit a record high (restoration of rights), China Wuyi Co.Ltd(000797) rose the limit for three consecutive words, and the stock price also hit a new high in recent two years Shahe Industrial Co.Ltd(000014) , Jiangsu Phoenix Property Investment Company Limited(600716) , China Fortune Land Development Co.Ltd(600340) , etc. also rose strongly. On the other hand, Sundy Land Investment Co.Ltd(600077) , Guangdong Shirong Zhaoye Co.Ltd(002016) , Yango Group Co.Ltd(000671) , etc. fell sharply, and the intraday limit was once touched.
in addition to the recent excessive increase and profit taking, today’s news is mixed, which is also an important reason for the differentiation of real estate stocks
On the positive side, Fuzhou Housing Authority announced that outsiders can buy a house without social security certificate. On the other hand, Changle Hukou can buy two sets in Wucheng District. Overall, the relaxation is stronger than that of Zhengzhou. In addition, the central bank also stressed at its meeting yesterday that we should strengthen prudent monetary policy and actively “add” structural monetary policy tools. The overall wording is also relatively positive, raising the market’s expectations for subsequent interest rate cuts.
China Fortune Land Development Co.Ltd(600340) today disclosed the latest progress of debt restructuring. The financial debt restructuring agreement has been signed, totaling about 104812 billion yuan, which is close to 50% of the total amount of debt to be restructured. The corresponding amount of debt interest reduction and penalty interest exemption is 8.718 billion yuan. In addition, about 5.193 billion yuan of financial debt was taken away through the sale of assets China Fortune Land Development Co.Ltd(600340) said that the implementation of the arrangements related to the debt restructuring plan will have a positive impact on the company’s financial situation and operating results, help reduce the company’s debt pressure and improve the company’s financial situation China Fortune Land Development Co.Ltd(600340) morning one word limit.
In terms of bad news, Shanghai Wanye Enterprises Co.Ltd(600641) today announced that the national integrated circuit industry investment fund, the third largest shareholder of the company, plans to reduce its holdings by no more than 1% of the total shares of the company, that is, no more than 9579300 shares, due to its own operation and management needs. At present, the national large fund holds Shanghai Wanye Enterprises Co.Ltd(600641) 48558800 shares, accounting for 5.07% of the total share capital Shanghai Wanye Enterprises Co.Ltd(600641) has risen by more than 200% since the low point of last year. Affected by the negative reduction of holdings, Shanghai Wanye Enterprises Co.Ltd(600641) opened sharply lower, fell by more than 6% at most, and the share price hit a new low in more than eight months.
Northeast Securities Co.Ltd(000686) said that the upward trend of the real estate industry remained unchanged under the continuous increase of policy relaxation, the steady concentration of Green Housing enterprises accelerated, and the advantages of the leading green housing enterprises in investment and financing appeared. At the same time, with the strengthening of pre-sale supervision and credit regulation at this stage, the opportunities for improving the liquidity of private housing enterprises increased. Therefore, from a medium and long-term perspective, the opportunity for the follow-up real estate sector may lie in the return of the value of leading stocks.
