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stock market situation
a shares closed in the first quarter! Stock index fell by more than 10% , gem index fell by nearly 20% top ten bull and bear stocks released
In the first quarter, the three major A-share indexes fell, with the Shanghai index, the gem index and the Shenzhen composite index falling by 10.65%, 19.96% and 18.44% respectively. From the perspective of industry performance, in the first quarter, four of the 31 industries in Shenwan level rose. Coal, real estate, comprehensive and banking sectors increased by 22.63%, 7.27%, 3.45% and 1.66% respectively.
Although the A-share market performed poorly in the first quarter, there were many bull stocks. After excluding the new shares listed in the year, the increase threshold of the top ten bull stocks in the first quarter reached 134.72%. According to the data, the top ten bull stocks in the first quarter were Zhejiang Construction Investment Group Co.Ltd(002761) , Huitong group, Jinzhou Jixiang Molybdenum Co.Ltd(603399) , Tianjin Tianbao Infrastructure Co.Ltd(000965) , Fujian Start Group Co.Ltd(600734) , China Meheco Group Co.Ltd(600056) , Nanjing Hicin Pharmaceutical Co.Ltd(300584) , Shenzhen Emperor Technology Company Limited(300546) , Lihang technology, Beijing Cuiwei Tower Co.Ltd(603123) . Among them, Zhejiang Construction Investment Group Co.Ltd(002761) increased the most, 374.20%.
In addition, data shows that, after excluding the new shares listed within the year, the top ten bear stocks in the first quarter after excluding the new shares listed within the year, the top ten bear stocks in the first quarter, in the data show, in addition, data shows that the data shows that after excluding the new shares listed within the year, the top ten bear stocks in the first quarter of the first quarter, the top ten bear stocks in the first quarter after excluding the new shares listed within the year, the top ten bear stocks in the first quarter are: new billion billion out of the delidelidelicity, Luxi Chemical Group Co.Ltd(000830) 00835 , Northeast Electric Development Company Limited(000585) , with a decrease of more than 52%.
The year transition period
From April 1, 2022, the measures for the supervision and administration of directors, supervisors, senior managers and employees of securities fund operating institutions (hereinafter referred to as the “administrative measures”) formulated and issued by the CSRC will be officially implemented. The administrative measures are related to all securities fund personnel. It comprehensively stipulates the job requirements, practice norms and management responsibilities of the main body of the securities fund operation organization. The main contents include three aspects: first, optimize the job management of personnel according to the classification principle; Second, strengthen professional norms and implement the requirement of “zero tolerance”; Third, consolidate the main responsibility of business institutions and consolidate the foundation of industry development.
China Securities Association announces the list of the first batch of offline exceptions 13 bits are included in the restricted list
In order to strengthen the management of offline investors in initial public offerings under the registration system, the China Securities Association released the classified management list of offline investors under the registration system on March 30. On the same day, the China Securities Association announced the list of the first batch of offline investors in 2022, involving three companies: Beijing Chengquan capital management, Shanghai Baoyin private equity fund and Shanghai Liwei investment.
Haitong Securities Company Limited(600837) analysts believe that from the central economic work conference in December 2021 and the legislative work conference deployed by the Securities Commission in January to the government work report in March 2022, the central conferences have repeatedly mentioned the goal of fully implementing the registration system, and it is expected that the implementation of the comprehensive registration system is expected to accelerate.
The China Securities Association once again mentioned the classified management list of offline investors under the registration system, which will help to further improve the pertinence and effectiveness of self-discipline management and maintain the securities market system.
A-Shares added 85 company experts in the first quarter: the space for preferential shares and preferential prices was opened, and 60 companies to be listed voluntarily withdrew orders in the same period
Statistics show that in the first quarter of this year, 85 A-share listed companies (excluding Longyuan Power, which absorbed the merger and listing), decreased by 22.73% year-on-year. The total amount of listed fund-raising was 179889 billion yuan, an increase of 129.6% year-on-year. Among them, China Mobile ranked first with the amount of fund-raising of 51.981 billion yuan.
In addition, since March, the number of listed companies withdrawing listing applications has increased significantly. The experts interviewed believed that it was mainly due to the double factors of strict supervision and “entrance clearance” and the relative downturn of the market. Specifically, the industries of some enterprises are inconsistent with the positioning of the proposed listing sector, the enterprises “break through the barrier with diseases”, and the performance of some enterprises has failed to meet the conditions for issuance and listing
popular companies
two cities’ first quarterly report released: Anhui Zhonghuan Environmental Protection Technology Co.Ltd(300692) net profit increased by 41.42% year-on-year
The first quarterly report of the two cities was released Anhui Zhonghuan Environmental Protection Technology Co.Ltd(300692) announced that the operating revenue in the first quarter was 240 million yuan, an increase of 33.79% year-on-year; The net profit attributable to the parent company was 45 million yuan, a year-on-year increase of 41.42%.
witness history! The first share of the board of directors of the Beijing stock exchange was born
The first share of the board transfer of the Beijing stock exchange was officially born. On March 31, Guandian defense was approved to be listed on the science and innovation board, becoming the “first share transferred to the board of the Beijing stock exchange”. It is worth noting that Guandian defense, as the “first share of UAV anti drug” in the A-share market, became the “first” enterprise listed on the selected layer in 2020. At the same time, it was also the first enterprise to apply to the science and Innovation Board of Shanghai stock exchange for board transfer in 2021, and became the first enterprise to pass the board transfer in 2022.
apologize to 52 million shareholders! Cancel the senior management level! Yu Liang explains Vanke’s “stop falling” confidence
On the 30th, the 2021 annual report released by Vanke showed that its net profit decreased by 45.7% year-on-year, close to halving. However, the company took out a high proportion of dividend plans and launched a repurchase plan of 2 billion to 2.5 billion.
“I was very nervous last night, just like a student who didn’t do well in the exam and wanted to show his report card to his parents.
”On March 31, Yu Liang, chairman of Vanke’s board of directors, opened the meeting in this way. He said that the poor performance of Vanke in 2021 disappointed the shareholders. “Here, I sincerely apologize to 520000 shareholders of Vanke.”
Maotai e-commerce platform goes online: about 4 money does not include Feitian 18 results will be announced after 23456 time
At 9:00 a.m. on March 31, “I Maotai” app, a new e-commerce platform developed by Kweichow Moutai Co.Ltd(600519) was officially launched for trial operation and open for reservation subscription. Previously, the “I Maotai” app rushed to the first place in the free list of Apple App store as soon as it was released. At present, there are four new products that can be reserved, namely 53 degrees 500ml Kweichow Moutai Co.Ltd(600519) wine (year of the renyin tiger), 53 degrees 500ml Maotai 1935, 53 degrees 375ml 2 (year of the renyin tiger), 53 degrees 500ml Kweichow Moutai Co.Ltd(600519) wine (treasures). In the trial operation stage, consumers can make an appointment at “I Maotai” from 9:00 to 10:00 every day, and the remaining inventory will be displayed when making an appointment. The subscription results will be announced after 18:00 tonight. After the successful subscription, it will be notified in the form of SMS. Consumers who have successfully applied for the purchase should confirm the payment method before 24:00 on the same day and complete the delivery within 3 days. Consumers need to bring their ID card to the store to complete the delivery.
a shares welcome the “Big Mac” again? CNOOC issue approved! Daily earnings of nearly 2 billion issued no more than 2.99 billion shares
On March 30, the issuance of A-Shares of CNOOC (hereinafter referred to as CNOOC) was approved by the CSRC and is valid for 12 months from the date of approval. The CSRC issued a reply approving the company to publicly issue no more than 2.99 billion new shares (including new shares issued by exercising the over allotment option).
CNOOC has previously disclosed that it plans to be listed on the main board of Shanghai Stock Exchange and is expected to raise 35 billion yuan. The raised funds are mainly used for a number of oil and gas field development projects outside China, including Guyana payara oilfield, Liuhua 11-1 / 4-1 oilfield and Lingshui 17-2 gas field.
According to the data, CNOOC ranked 21st in the history of A-Shares in terms of the number of new shares issued this time. According to the estimated fund-raising amount previously disclosed by the company, it ranks 12th in the history of A-Shares
financial direct attack
the wording of the regular meeting of the monetary policy committee of the central bank in the first quarter is more proactive. 4 will there be a reduction in reserve requirements and interest rates in month
The recently held regular meeting of the central bank’s monetary policy committee in the first quarter pointed out that we should be steady and make progress in stability, strengthen cross cyclical and counter cyclical regulation, strengthen the implementation of prudent monetary policy, enhance foresight, accuracy and autonomy, give full play to the dual functions of the total volume and structure of monetary policy tools, respond actively, boost confidence, provide stronger support for the real economy and stabilize the macro-economic market.
The meeting held that the current outbreak abroad continues, geopolitical conflicts escalate, the external environment becomes more complex, severe and uncertain, the frequency of outbreaks in China has increased, and economic development is facing triple pressures of shrinking demand, supply shock and weakening expectations.
Market participants pointed out that the repeated outbreak of the current round has increased the triple pressure on the economy, and the central bank has become more proactive in wording. Steady growth remains the main tone of the current macro policy. The meeting once again clarified the steady growth orientation of monetary policy, which also helped to boost market confidence against the background of recent capital market fluctuations.
Bureau of Statistics: 3 the official manufacturing PMI in month is 49.5%
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. From the perspective of enterprise scale, the PMI of large enterprises was 51.3%, down 0.5 percentage points from the previous month, higher than the critical point; The PMI of medium-sized enterprises was 48.5%, down 2.9 percentage points from the previous month, lower than the critical point; The PMI of small enterprises was 46.6%, up 1.5 percentage points from the previous month, lower than the critical point.
Individual income tax for infants and young children under the age of いいい established by the State Council いいいいいいいいいいいい12356
The special additional deduction policy of infant care personal income tax was officially released on the 28th. According to the notice on the establishment of special additional deduction of individual income tax for the care of infants and young children under the age of 3 issued by the State Council, since January 1 this year, the relevant expenses of taxpayers for the care of infants and young children under the age of 3 will be deducted according to the standard quota of 1000 yuan per month for each infant and young child. Parents can choose to deduct 100% of the deduction standard by one party or 50% of the deduction standard by both parties. The specific deduction method cannot be changed within a tax year.
the National Energy Administration issued the guidance on energy work in 2022 year: vigorously develop wind power photovoltaic
According to the news on the website of the National Energy Administration on March 29, the National Energy Administration recently studied and formulated the guidance on energy work in 2022. It is proposed to vigorously develop wind power and photovoltaic. Increase efforts to plan and build a new energy supply and consumption system based on large-scale scenery base, supported by clean, efficient, advanced and energy-saving coal power around it, and supported by stable, safe and reliable UHV power transmission and transformation lines. Optimize the layout of offshore wind power, carry out far-reaching demonstration of offshore wind power construction, and steadily promote the construction of offshore wind power bases. Actively promote the construction of water scenery complementary base. Continue to implement the development and construction of roof distributed photovoltaic in the whole county, and strengthen the supervision of the implementation. According to local conditions, organize and carry out “wind control action in thousands of villages and townships” and “Sunshine Action for thousands of families”. Make full use of the land and roof resources of oil and gas mining areas, industrial and mining areas and industrial parks to develop distributed wind power and photovoltaic. We will improve the guarantee mechanism for renewable energy power consumption, issue the weight of each province’s consumption responsibility in 2022, and improve the green power certificate system for renewable energy power generation.
the general office of the State Council printed and distributed the development plan of traditional Chinese medicine during the 14th five year plan
The general office of the State Council printed and distributed the “14th five year plan” for the development of traditional Chinese medicine. The plan mentioned that by 2025, the health service capacity of traditional Chinese medicine will be significantly enhanced, the high-quality development policies and system of traditional Chinese medicine will be further improved, the revitalization and development of traditional Chinese medicine will achieve positive results, and its unique advantages in the construction of a healthy China will be brought into full play
fund trends
first three months fund performance ranking released! They can get positive returns mainly by taking heavy positions in these sectors
On the whole, as of the end of March, the average loss of active equity funds has been 14.28% this year, and nearly 80 funds have achieved positive returns, including nine funds, including Wanjia macro timing Multi Strategy, Wanjia Xinli, Wanjia selection, Wanjia Yihe, CAITONG smart growth a, CAITONG scientific and technological innovation a, CAITONG Fuxin, jinyuanshun anyuanqi and CAITONG new vision a, with a return of more than 10% in the first three months.
Through careful analysis, it is found that the active equity funds with leading performance in the first three months are mainly divided into two categories: one is the heavy warehouse real estate and coal sector, and the other is the heavy warehouse farming, forestry, animal husbandry and fishery industry, both of which adopt a more concentrated playing method.
Specifically, the returns of 10000 macro timing and multi strategy, 10000 Xinli, 10000 selected funds and other funds managed by the Yellow Sea in the first three months were more than 25%. Taking the macro timing strategy of Wanjia, which has the highest return, as an example, its positions are quite concentrated, almost all of which are related to coal and real estate.
public fund raising scale in the first quarter 2738 billion yuan 3 the issuance market recovered in month 23456
In the public fund market, the issuance of new funds officially ended in the first quarter of 2022, and the raising scale in a single quarter was fixed at 273.8 billion yuan. According to the data statistics, the reporter found that according to the statistics of the fund establishment date, in the first quarter of this year, among the newly established public fund products, the raising scale of stock funds totaled 21.908 billion yuan and the raising scale of hybrid funds totaled 134404 billion yuan, with a total of 156.3 billion yuan.
If calculated according to the average position of 60%, the newly established equity fund in the first quarter of this year will bring about 93.8 billion yuan of “ammunition” to the market. At the same time, under the market background of cold issuance of new development funds at the beginning of the year, the subscription days set by these new funds before issuance have been extended, and the average subscription days have reached 32 days. It is noteworthy that the fund issuance market recovered in March, with a single month raising scale of 121.2 billion yuan, an increase of 259% month on month compared with February.
2021 year fund “bottom pressing stocks” big bottom quick view top flow fund manager investment experience
With the disclosure of the 2021 annual report of public funds, including Ge Lan, Zhou Weiwen, Zhang Kun, Liu Yanchun, Xie Zhiyu, Liu Gesong, Hu Xinwei, Feng Mingyuan, Zhu Shaoxing and Fu Pengbo, all the 2021 annual reports of the funds managed by the top ten fund managers have been released. The top ten heavy positions of their funds contribute the most to the net value of the fund and tend to be highly exposed, The heavy position stocks hidden in the 11th to 20th place also make a great contribution to the net value of the fund, which is worthy of attention.
The data show that the funds with a scale of more than 5 billion yuan under the top ten fund managers hold 146 invisible heavy positions, and 69 shares are jointly held by two or more fund managers, accounting for 47.26%. Among them, Ganfeng Lithium Co.Ltd(002460) was jointly held by the funds of three fund managers including Ge Lan, Feng Mingyuan and Hu Xinwei in the fourth quarter of last year (the fund scale exceeded 5 billion yuan), Aier Eye Hospital Group Co.Ltd(300015) also won the favor of three fund managers including Zhang Kun, Ge Lan and Liu Yanchun in the fourth quarter of last year, and three stocks including China stock market news, Wuxi Apptec Co.Ltd(603259) , Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) were also jointly held by relevant funds during this period.
pound! The fund earned more than 7000 billion four fees and more than 2000 billion! The fund company’s top 50 profit ranking
With the completion of the disclosure of the annual report of the public fund in 2021, the overall answer sheet of the public fund in 2021 was opened, and the data of the fund company’s products were also made public. Although the A-share market deduces the structural market in 2021, the overall fund still handed over a good profit answer. The overall profit of the fund in 2021 exceeded 700 billion yuan.
The “four fees” such as fund management fee, custody fee, transaction fee and sales service fee, which have attracted much attention from the market, totaled more than 200 billion yuan in 2021, reaching 212286 billion yuan. Benefiting from the substantial growth of the total scale of public funds, these four expenses increased significantly compared with the same period last year.
ten thousand words long text! Latest views on the annual reports of top ten fund managers such as Zhang Kun, Liu Yanchun, Liu Gesong and Fu Pengbo
The wandering annual report with thousands of words reflects that fund managers pay more and more attention to communication with investors. The 2021 annual report of the fund is being intensively disclosed. In the annual report, the fund managers summarized their investment gains and insights in the past year, and passed on the investment philosophy and the latest research and judgment to investors. The annual report of star fund managers has undoubtedly become the “investment treasure book” that many investors scramble to read.
For the investment outlook in 2022, Liu Yanchun believes that it is expected that broadening credit, steady growth and boosting domestic demand will be the policy focus of this year; Liu Gesong said that the growth sustainability and profit growth expectation of assets in the direction of “global comparative advantage manufacturing industry” are still optimistic; Yang aibin predicts that the bond market has little opportunity and limited risk, and the stock market is dominated by structural market; Fu Pengbo believes that the structural market will continue in 2022, with breakthroughs in key technology fields, the improvement of the core competitiveness of the manufacturing industry, the development of “specialized and new” enterprises and the promotion of digital economy as the key direction.
Many fund managers also use more words to further elaborate their investment philosophy in the annual report. For example, Zhang Kun focuses on the interpretation of the financial index of “free cash flow” in the annual report, reaffirms the enterprise value, and looks at whether a company can create value for shareholders from the dimension of 5-10 years; Han Chuang said that investment should not only walk with a low head, but also look up at the sky, that is, enterprises must be selected in line with the development trend of the times, and weighing the risk return ratio is the first problem to be solved in investment; Lin Yingrui used “momentum effect” and “reversal effect” to emphasize the importance of investors to measure the investment cycle; Jiang Cheng frankly said that he could not provide research and judgment on the market trend in the coming year. He only dealt with the market, did not predict the market, and insisted on buying as good assets as possible at the lowest price from bottom to top.
