this morning, A-Shares fluctuated slightly, and the main stock indexes rebounded at the bottom. At one time, they were slightly red, and the performance of blue chips was relatively strong. As of the noon closing, Shanghai Stock Exchange 50 and Shanghai and Shenzhen 300 rose slightly
On the disk, gold stocks strengthened Yintai Gold Co.Ltd(000975) , Chifeng Jilong Gold Mining Co.Ltd(600988) up more than 8%. Phosphorus chemical industry and chemical fertilizer sector strengthened, Anhui Liuguo Chemical Co.Ltd(600470) limit real estate development sector rose, China Wuyi Co.Ltd(000797) daily limit of 6 consecutive boards infrastructure stocks strengthened significantly, and many stocks such as Hualan Group Co.Ltd(301027) , Zhongyan Technology Co.Ltd(003001) , Xinjiang Communications Construction Group Co.Ltd(002941) , Xinjiang Beixin Road & Bridge Group Co.Ltd(002307) , etc. were closed.
decline, breeding, education and other theme stocks fell into adjustment. The traditional Chinese medicine sector fell and Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) continued to fall by the limit. Overall, individual stocks fell more and rose less, and more than 3000 stocks in the two cities fell. The half day turnover of Shanghai and Shenzhen stock markets reached 585.5 billion, down 19.5 billion from the morning of the previous trading day. The net outflow of funds from Beishang was 1.213 billion yuan
orders soared and the concept of infrastructure strengthened against the trend
Infrastructure stocks strengthened across the board in early trading, becoming an important force in the bottom recovery of the market. The construction sector index once rose by more than 3%, a new high in recent two months, Hualan Group Co.Ltd(301027) 20% limit, and Zhongyan Technology Co.Ltd(003001) and other stocks also rose strongly; The construction machinery sector also rose more than 3% in the session, and Xiamen Xgma Machinery Company Limited(600815) straight-line raised the limit; The whole underground network management system was opened high, and the limit of Xinjiang Guotong Pipeline Co.Ltd(002205) rose for the fifth consecutive day; Green building, building materials, water conservancy construction and other related sectors all opened higher and went higher.
affected by the epidemic and geographical conflicts, China’s economic development has been dragged down. Recently, a number of institutions released the GDP forecast value of the first quarter. Generally speaking, most institutions predicted the GDP growth rate of the first quarter between 4.7% and 5.4%, with an average forecast value of 5.1%
As an important tool for steady growth, the issuance of new local government bonds, especially special bonds, is accelerating. According to the data of Everbright Securities Company Limited(601788) statistics, in the first quarter of 2022, China issued a total of 1298.1 billion yuan of new special bonds, accounting for 89% of the amount approved in advance (1.46 trillion yuan) and 36% of the annual issuance plan, making it the fastest year in history. The accelerated issuance of government bonds can expand effective investment and boost the stable operation of the economy.
Today, a number of infrastructure related companies signed new contracts in the first quarter Xinjiang Beixin Road & Bridge Group Co.Ltd(002307) 2022 the first quarter of the construction industry business briefing shows that in the first quarter, there were 12 new winning and signing projects, with an amount of about 5.759 billion yuan; By the end of the reporting period, a total of 105 uncompleted projects had been signed, with an amount of about 37.663.5 billion yuan Xinjiang Beixin Road & Bridge Group Co.Ltd(002307) in early trading, the trading limit was significantly higher in the second after opening, reaching a new high in more than one and a half years.
China Railway Group Limited(601390) also said that the newly signed contract amount in the first quarter was 605.74 billion yuan, a year-on-year increase of 84%. Among them, the newly signed contract amount of infrastructure construction business was 543.45 billion yuan, a year-on-year increase of 94.1% China Railway Group Limited(601390) A-Shares opened sharply higher in the morning, rising by more than 7% and H shares by more than 9%
Ningbo Construction Co.Ltd(601789) announced that it had recently received the letter of acceptance issued by the tenderee Ganzhou development town investment and Development Co., Ltd. the company and its wholly-owned subsidiary Ningbo Construction Co.Ltd(601789) Engineering Group Co., Ltd. were the bid winner of bid section II of Wuling Avenue Expressway (including underground integrated corridor) project in the central urban area of Ganzhou, with a bid winning amount of about 1.231 billion yuan Ningbo Construction Co.Ltd(601789) morning trading also rose rapidly, once approaching the daily limit.
Debang Securities believes that infrastructure development is the most important support for economic growth this year. This year, the growth rate of infrastructure can reach about 5-7%. The project side focuses on five aspects: transportation, water conservancy, new infrastructure, major projects in the 14th five year plan and urban renewal
Puyuan Jingdian was broken on the first day
Today, the opening of new shares listed in Puyuan Jingdian broke, and the issue price of Puyuan Jingdian was as high as 60.88 yuan, which has suffered losses for two consecutive years. Puyuan Jingdian’s main products include digital oscilloscope, RF instruments, waveform generator, power supply and electronic load, multimeter and data collector. At present, it is the only Chinese enterprise equipped with self-developed digital oscilloscope core chipset and successfully realized product industrialization.
The operating revenue of Puyuan Jingdian from 2018 to 2021 was 292 million yuan, 304 million yuan, 354 million yuan and 484 million yuan respectively. According to the performance forecast of the first quarter report of 2022, the company is expected to realize an operating revenue of 120122 million yuan in the first quarter, an increase of 29.46% – 32.17% over the same period last year.
The actual controller of Puyuan Jingdian is Wang Yue. As of the signing date of the prospectus, Wang Yue directly holds 7.776 million shares of the company, accounting for 8.55% of the total shares of the company; Wang Yue controls 47.48% of the shares of the company through its controlled Puyuan investment; At the same time, Wang Yue controls 8.79% of the shares of the company through Ruige Hezhong and Ruijin Hezhong, who control and act as the executive partner. To sum up, Wang Yue controls 64.82% of the voting rights of the company in total.
The breaking of new shares has become a lingering nightmare for investors this year. According to statistics, as of today, a total of 84 companies have landed on the Shanghai and Shenzhen stock exchange this year, of which 20 broke on the first day of listing, 13 companies on the science and innovation board and 7 companies on the gem. There are also three companies with an increase of less than 1% on the first day and six companies with an increase of less than 10% on the first day.
even if you avoid the bad luck of breaking the hair on the first day of listing, it doesn’t mean you can rest easy. According to statistics, 38 companies are operating below the issue price of new shares listed this year compared with the closing price at noon today. Of the 568 new shares listed since last year, 133 companies have fallen below the issue price
