Closing comprehensive review
a shares:
The stock indexes of the two cities strengthened collectively today, but individual stocks still fell more and rose less, hot spots rotated, the correction of the pharmaceutical sector, and the strength of hotels and tourism; Real estate stocks weakened in the morning and rose sharply again in the afternoon. As of the close, the Shanghai index rose 0.94%, the Shenzhen Composite Index rose 0.91% and the gem index rose 0.28%. In terms of sectors, the hotel catering sector rose sharply, and several stocks such as Jinling Hotel Corporation Ltd(601007) , Guangzhou Lingnan Group Holdings Company Limited(000524) , etc. rose by the limit; Transportation services, tourism, banking, wine making, media, etc. rose sharply; The real estate sector also led the rise, Nanjing Chixia Development Co.Ltd(600533) and more than 10 shares rose by the limit; Recently, the stronger pharmaceutical sector led the decline today, and architecture, covid-19 medicine and the concept of electronic ID card also fell. About 2600 stocks in the two cities fell, and about 80 stocks rose by 10% or more.
China International Capital Corporation Limited(601995) pointed out that the next 1-2 months will be a key period for policy concentration, including real estate relaxation, acceleration of infrastructure projects, continuous supply of money and credit and other possible policy means, and the expectation of economic growth is expected to gradually bottom out. External uncertainties, including China US relations, Russia Ukraine geopolitical conflict, global supply risk and overseas currency cycle, need to continue to pay attention to relevant deduction. It is suggested to focus on the following main lines in the next 3-6 months: 1. “Stable growth” may still be the main line of allocation in the short term; 2. The risk of manufacturing growth sector has been released, waiting for the market sentiment to improve; In 2021, for the middle and lower reaches consumption with more adjustments, low valuation and clear medium and long-term prospects, choose stocks from bottom to top.
Hong Kong shares:
The three major indexes of Hong Kong stocks rose across the board. As of the close, the Hang Seng Index rose 0.19%, the red chip index rose 0.98% and the state-owned enterprise index rose 0.15%. Hang Seng technology index closed down 0.74%. Internet technology stocks fell, with Baidu down more than 4% and Alibaba down more than 2%. Shipping stocks rose, Cosco Shipping Holdings Co.Ltd(601919) up more than 9%, and Haifeng International rose more than 5%. The trend of real estate stocks was divided. Yuzhou group rose by more than 20% and Xuhui holdings fell by more than 10%.
Asia Pacific Stock Market:
The Nikkei 225 index fell 0.56% and South Korea’s Kospi index fell 0.65%.
shushuo A shares:
1. The turnover of the two cities was 935592 billion yuan.
2. The total net purchase of northbound funds was 4.421 billion yuan, including 1.689 billion yuan for Shanghai Stock connect and 2.732 billion yuan for Shenzhen Stock connect. The transaction amount of northbound capital was 86.831 billion yuan, accounting for 9.35% of the total transaction amount of a shares, and the trading activity decreased by 0.41%.
3. The net inflow of main funds in Shanghai and Shenzhen is 32.936 billion yuan. The net purchase amount of main funds for transportation, real estate and media ranks first, and the net sales amount of main funds for medicine, biology and architectural decoration ranks first.
4. As of the closing on April 1, the share prices of five shares in the two cities had reached a record high. Among them, the net inflow of main funds on Cccg Real Estate Corporation Limited(000736) , Shanxi Zhendong Pharmaceutical Co.Ltd(300158) , Poly Developments And Holdings Group Co.Ltd(600048) and other five days is obvious.
Focus on hot spots
1. The Department of consumer goods industry of the Ministry of industry and information technology held a policy seminar on promoting the innovation and development of home industry
On March 31, the Department of consumer goods industry of the Ministry of industry and information technology held an online policy seminar to listen to the opinions of relevant local governments, industry associations and experts on promoting the innovative development of the home industry. Next, the consumer goods industry department will further revise and improve the policy content, highlight the guidance, accuracy and operability, effectively promote the innovative development of the home industry, and provide strong support for stabilizing industrial growth, serving expanding domestic demand and meeting the people’s high-quality consumption demand.
2. National Energy Administration: actively and steadily develop hydropower and nuclear power and start construction of a number of major projects
Zhang Jianhua, Secretary of the Party group and director of the national energy administration, issued a document on April 1, saying that strong measures should be taken to comprehensively build a modern energy system. It is mentioned that we should build a clean and low-carbon energy production and consumption system, implement renewable energy substitution actions, and strengthen the planning and construction of a new energy supply and consumption system based on large-scale wind power photovoltaic bases, supported by clean, efficient, advanced and energy-saving coal power around them, and supported by stable, safe and reliable UHV transmission and transformation lines. Actively and steadily develop hydropower and nuclear power, and start the construction of a number of major projects.
3. CBRC solicits public opinions on the decision on amending some administrative licensing regulations (Draft for comments)
The CBRC solicited public opinions on the decision on amending some administrative licensing regulations (Draft for comments). The draft revised the relevant provisions of the measures for the implementation of administrative licensing matters of Chinese funded commercial banks of the China Banking and Insurance Regulatory Commission, the measures for the implementation of administrative licensing matters of rural small and medium-sized banking institutions of the China Banking and Insurance Regulatory Commission, and the measures for the implementation of administrative licensing matters of foreign banks of the China Banking and Insurance Regulatory Commission. The main modifications include: reducing the scope of examination and approval of the qualification of senior executives of banks, optimizing the relevant qualification conditions, Optimize the scope and mechanism of examination and approval of bank bond issuance, and modify some terms according to the principle of consistency between China and foreign countries. In the next step, the CBRC will widely listen to the opinions and suggestions of all parties, further revise and improve the decision and issue it for implementation in due time.
4. The central bank: in March, it carried out medium-term lending facilities for financial institutions, totaling 200 billion yuan
Central bank: in March, it carried out medium-term lending facilities for financial institutions, totaling 200 billion yuan, with a term of one year and an interest rate of 2.85%. The balance of medium-term loan facilities at the end of the period was 4950 billion yuan.
5. National Health Commission: always adhere to the general policy of “dynamic clearing”
According to CCTV news, on April 1, the joint prevention and control mechanism of the State Council held a press conference. At the meeting, MI Feng, spokesman of the National Health Commission, said that we should always adhere to the general policy of “dynamic clearing”, wait for no time, be resolute and decisive, and implement various prevention and control measures in every link. We will accelerate the investigation of regional co investigators and risk personnel, do a good job in differentiated and accurate prevention and control at different levels, and curb the spread of the epidemic as soon as possible.
Company news
1, Shanghai Tianyong Engineering Co.Ltd(603895) : signed strategic cooperation framework agreement on intelligent manufacturing with China Science and technology new century
On April 5, the two sides signed strategic cooperation agreements with China Energy Technology (Group) Co., Ltd. in the field of smart battery manufacturing and smart battery manufacturing to further deepen cooperation in the field of smart battery manufacturing.
2, Wuxi Online Offline Communication Information Technology Co.Ltd(300959) : Yijian investment plans to reduce no more than 6% of the shares of the company
Wuxi Online Offline Communication Information Technology Co.Ltd(300959) ( Wuxi Online Offline Communication Information Technology Co.Ltd(300959) ) announced on April 1 that Yi Jian investment, a shareholder with a shareholding of 10.27%, plans to reduce its total holdings of no more than 4.8 million shares (accounting for 6% of the total share capital of the company) through centralized bidding or block trading from April 27 to August 26.
3, Fujian Aonong Biological Technology Group Incorporation Limited(603363) : pig sales in March increased by 59.1% year-on-year
Fujian Aonong Biological Technology Group Incorporation Limited(603363) ( Fujian Aonong Biological Technology Group Incorporation Limited(603363) ) announced on April 1 that in March 2022, the company sold 360600 pigs, with a month on month increase of 18.1% and a year-on-year increase of 59.1%. By the end of March 2022, the company had 1.8922 million pigs, an increase of 47.88% over the end of March 2021 and 5.56% over the end of December 2021. From January to March 2022, the company sold 1046800 pigs, with a year-on-year increase of 95.81%.
4, China Three Gorges Renewables (Group) Co.Ltd(600905) : the total power generation in the first quarter increased by 46.58% year-on-year
China Three Gorges Renewables (Group) Co.Ltd(600905) ( China Three Gorges Renewables (Group) Co.Ltd(600905) ) announced on April 1 that the company’s total power generation in the first quarter of 2022 was 11.631 billion kwh, an increase of 46.58% over the same period of the previous year. Among them, wind power generated 8.567 billion kwh, a year-on-year increase of 47.99% Cecep Solar Energy Co.Ltd(000591) completed 2.963 billion kwh of power generation, with a year-on-year increase of 44.18%; Hydropower generated 101 million kwh, a year-on-year increase of 10.99%.
5, Zhejiang Yueling Co.Ltd(002725) : the actual controller and shareholders intend to reduce their total shares by no more than 2.93%
Zhejiang Yueling Co.Ltd(002725) ( Zhejiang Yueling Co.Ltd(002725) ) on April 1, it was announced that Lin Wanqing, one of the controlling shareholders and actual controllers of the company, and Zhong xiaotou, a shareholder holding more than 5%, planned to reduce the total shares of the company by no more than 2.93%.
