In early trading on the 11th, A-Shares and funds fell again.
On the whole, on April 11, the Shanghai and Shenzhen stock indexes fell in the morning trading, and Contemporary Amperex Technology Co.Limited(300750) once fell nearly 9%, putting pressure on the gem. The two major news over the weekend was fully reflected in the morning trading on April 11.
First, Weilai automobile announced the suspension of production due to supply chain problems. In early trading on the 11th, due to concerns about shutdown, new energy related sectors continued to make a deep correction, led by concept stocks such as lithium mining and salt lake lithium extraction.
Second, in the “opinions of the CPC Central Committee and the State Council on accelerating the construction of a national unified market” released on Sunday, it is proposed to build a modern circulation network and strengthen the construction of emergency logistics system. Affected by this news, Jiangsu Xinning Modern Logistics Co.Ltd(300013) , Jiangsu Wanlin Modern Logistics Co.Ltd(603117) , China Railway Special Cargo Logistics Co.Ltd(001213) , Guanghui Logistics Co.Ltd(600603) , Cmst Development Co.Ltd(600787) and other more than 10 logistics stocks rose.
Prefabricated dishes related to epidemic control also strengthened again, closely following the rise of logistics index.
In addition, Baijiu stock market downturn, Shede Spirits Co.Ltd(600702) led the decline, Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) was sold by the main funds.
The real estate sector pulled back sharply, China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Gemdale Corporation(600383) became red, Chongqingyukaifaco.Ltd(000514) a, Cinda Real Estate Co.Ltd(600657) and other stocks fell by the limit.
In terms of funds, several ETFs fell by more than 5%, rare metal ETFs fell by more than 6%, followed by Xinneng vehicles.
ningwang reduced production and Weilai stopped production
new energy track collapsed
In early trading on the 11th, the new energy sector collapsed.
The gem leader Contemporary Amperex Technology Co.Limited(300750) once fell by more than 8% and fell by more than 7% by midday closing.
On the news side, Contemporary Amperex Technology Co.Limited(300750) relevant persons introduced on April 10 that the government has temporarily upgraded epidemic control measures due to the recent occurrence of individual epidemics in Ningde. The company attached great importance to it and strengthened communication and coordination with relevant government departments for epidemic prevention at the first time. At present, in order to maximize the market supply, the company strictly adopts grid management measures to ensure the orderly production of Ningde base Contemporary Amperex Technology Co.Limited(300750) currently has no shutdown.
On April 10, according to the information of Ningde Health Committee, at 0-24:00 on April 9, Ningde City reported 1 newly confirmed local case (1 case in Jiaocheng) and 3 newly asymptomatic local infections (3 cases in Jiaocheng) on the same day affected by the epidemic, several counties and districts in Ningde City issued emergency notices announcing that traffic control would be implemented on external channels from April 10. This includes Jiaocheng District, Ningde City, where Contemporary Amperex Technology Co.Limited(300750) headquarters is located
It is reported that due to the needs of epidemic prevention and control, Jiaocheng District has implemented traffic control on all external channels since 0:00 on April 10. Except for point-to-point contactless loading and unloading, closed-loop management trucks and emergency vehicles, all other vehicles are prohibited from passing. At the same time, a screenshot about the management and control of supplier logistics vehicles by Ningde industry and Information Technology Bureau was subsequently circulated on the Internet. The screenshot shows that all incoming logistics vehicles should arrive in Ningde before 10 p.m. and can be released through coordination, but not later; Each enterprise arranges production according to the existing materials, no more raw materials, and timely notify the other party not to arrange if there is no delivery.
According to public information, as the base of Contemporary Amperex Technology Co.Limited(300750) in Ningde, the production base is also the largest in the world in terms of capacity layout. Among Contemporary Amperex Technology Co.Limited(300750) global top 10 production bases, Ningde production base has a total planned capacity of 171gwh, ranking first.
As the core component of new energy vehicles, power battery is of great importance. Before this round of epidemic, the shortage of power battery supply has troubled many vehicle enterprises. At the same time, affected by the high price of lithium, there are rumors from time to time that Contemporary Amperex Technology Co.Limited(300750) plans to reduce production in order to control costs.
Weilai automobile stopped production and power battery production should be reduced. Affected by the above comprehensive factors, the upstream lithium ore and individual stocks of power battery related materials also fell sharply.
Youngy Co.Ltd(002192) which is engaged in the production of new energy materials fell rapidly at the opening.
Lithium mine index led the decline, falling by more than 6%, Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) Sichuan Yahua Industrial Group Co.Ltd(002497) Ganfeng Lithium Co.Ltd(002460) followed.
New energy vehicle ETF fell nearly 6%.
nearly 10 real estate stocks fell by the limit
The rise of real estate stocks for many days has made many investors regret that their intestines are green.
In early trading on the 11th, the polarized real estate sector continued to make a sharp correction last week. As of midday closing, Langold Real Estate Co.Ltd(002305) , Chongqingyukaifaco.Ltd(000514) , China Calxon Group Co.Ltd(000918) , Nanjing Chixia Development Co.Ltd(600533) , Cinda Real Estate Co.Ltd(600657) , Beijing Electronic Zone High-Tech Group Co.Ltd(600658) , Casin Real Estate Development Group Co.Ltd(000838) , China Fortune Land Development Co.Ltd(600340) , etc. nearly 10 shares fell or approached the limit.
Among them, China Wuyi Co.Ltd(000797) stopped the six linked board. In early trading on the 11th, the opening limit fell sharply. At the close, the board suddenly exploded and closed down 8.6%.
logistics sector set off a rising tide
On the morning of the 11th morning of the morning of the 11th, the warehousing and logistics sector buckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckand big rise in the morning of the morning of the morning of the morning of the morning of the morning of the morning of the morning of the morning of the 11th day on the morning of the morning of the morning of the morning of the morning of the morning of the 11th day of the morning of the morning of the morning of the 11th, the warehousing and logistics sector, the warehousing and logistics sector, the warehouse and logistics sector buckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckbuckand at the midclosing of the midday closing, 30 Avic Electromechanical Systems Co.Ltd(002013) etc. rose by more than 9%.
The sector index rose 5.52%, ranking first in the list of conceptual sectors in the two cities.
On the news side, the opinions of the CPC Central Committee and the State Council on accelerating the construction of a national unified market was released on the 10th. The opinions pointed out that strengthening the unification of basic market systems and rules, promoting high-standard connectivity of market facilities, creating a unified market for elements and resources, promoting high-level unification of commodity and service markets, promoting fair and unified market supervision, and further standardizing improper market competition and market intervention. The opinions provide a program of action for building a national unified market in the future, which will certainly deepen reform and opening up under the new situation, Make better use of, give play to, consolidate and enhance the huge advantages of China’s market resources, and comprehensively promote the transformation of China’s market from large to strong, which will have an important impact.
it is mentioned that we should build a modern circulation network and strengthen the construction of emergency logistics system
Zheshang Securities Co.Ltd(601878) believes that opening up the blocking point is beneficial to the logistics industry. Vigorously developing the logistics industry and promoting the cost reduction and efficiency increase of logistics in the whole society is an important link in the construction of modern circulation network. Breaking through the blocking points and breaking the local protection and market segmentation will help the smooth flow of commodity factor resources in a wider range. For the logistics industry, it means the further expansion of market space and the reduction of operating costs.
According to the data of the Ministry of Commerce, in 2020, the total logistics cost of the whole society accounted for 14.7% of GDP, almost twice that of the United States and Japan, so there is much room for cost reduction and efficiency increase. In addition, the opinion points out that “support the construction of digital third-party logistics delivery platform”, and the digital empowerment will help logistics enterprises become supply chain enterprises with global influence.
what do analysts think
China International Capital Corporation Limited(601995) Research Report judges that the stage similar to the sharp decline in the previous period may have ended, and the market opportunities in the medium-term dimension outweigh the risks. Structurally, “steady growth” may still be the main line of the market at the end of the grinding period. Pay attention to the signal of the Politburo economic situation analysis meeting in mid and late April. In the stage of disclosure of performance forecast and express, focus on: 1) the performance of quarterly report exceeded expectations; 2) Fundamentals benefit from the “steady growth” policy; 3) Subdivided areas where fundamentals face inflection points. In the future, with the gradual mitigation of overseas supply risks, the tightening of liquidity and the gradual stabilization of China’s growth expectations, the growth style with high prosperity may gradually usher in a turnaround.
China International Capital Corporation Limited(601995) pointed out that the deregulation of pig breeding capacity accelerated, and the high expected listing flexibility drove the stock price to rise. It is suggested to pay attention to the leading enterprises with financial advantages and small and medium-sized enterprises with high expected listing flexibility.
China Securities Co.Ltd(601066) believes that the current round of real estate market is similar to the historical market from July 2014 to may 2015, from January to March 2019 and from June to August 2020: strong demand for macro stable growth, continuous downturn of the real estate market and shift of real estate policy. At present, the liberalization of restrictive policies such as purchase restriction, loan restriction and sales restriction has the potential to start a prairie fire, which is very good for the performance of the real estate sector, and the valuation levels of the sector and leading enterprises are at a historically low level, with large upward space.
AVIC Securities pointed out that with the improvement of consumers’ awareness of prefabricated dishes and the cultivation of consumption habits, it is expected to further catalyze the rapid development of the industry.
latest news on the situation in Russia and Ukraine
Uzbekistan: win Donbas and then hold a meeting
China Central Television reported that Ukrainian President Zelensky said on the 10th that Ukraine must not lose the opportunity to resolve the conflict through diplomacy, but Ukraine’s conditions must be met. Ukraine also said that Ukraine must win the battle in Donbas and other regions in order to hold a meeting between Ukrainian and Russian leaders.
According to the Ukrainian State News Agency reported on the 10th, Ukrainian President Zelensky released a video interview with American media on social media that day. He said in the video that Uzbekistan must not lose the opportunity to resolve the conflict through diplomacy, but the conditions of Uzbekistan must be met he said that the Ukrainian people will accept peace and hope to end the war in accordance with Ukrainian conditions.
On the same day, French television 24 quoted the Interfax news agency of Ukraine as saying that potoliyak, an adviser to the president’s office of Ukraine, claimed that Ukraine must win the battle in Donbas and other regions before holding a meeting between Ukrainian President Zelensky and Russian President Vladimir Putin. “Ukraine is ready for large-scale fighting. Ukraine must win this battle, including in the Donbas region. Once this is achieved, Ukraine will have a stronger negotiating position. After that, the presidents of Russia and Ukraine will meet. This may take two to three weeks,” podoliyak said.
According to German media reports, allahamia, head of the Ukrainian negotiating delegation, said there was no significant progress in the negotiations. “Ukraine will not give up any territory or recognize anything,” he said
Earlier, the press secretary of the Russian President Peskov said that Russian President Vladimir Putin and Ukrainian President Zelensky would only meet after the two countries reached specific written documents. He pointed out that “Putin has never refused to meet with the president of Ukraine. In order for the two presidents to meet, the two delegations must first form a specific written document rather than a series of ideas.”
he will visit Russia and meet Putin →
Austrian Prime Minister nehamer said on the 10th that he will visit the Russian capital Moscow on the 11th and meet with Russian President Vladimir Putin, nehamer will become the first EU leader to visit Russia and meet with Putin since the Russian Ukrainian conflict
Nehamer said in an interview with the media that day that he offered to visit Russia to promote dialogue and ceasefire between Russia and Ukraine. He has held consultations with European Commission President von der lain, German Chancellor Scholz and Turkish President Erdogan on his visit to Moscow, and informed Ukrainian President Zelensky. Russian President’s press secretary Peskov confirmed on the 10th that Putin will meet with nehamer in the Kremlin on the 11th. Nehamer visited Kiev, the capital of Ukraine, on the 9th and met with Zelensky.
Ukrainian general staff: Russian troops will launch a new offensive
According to reference news, according to the German news agency Moscow News, Deputy Defense Minister maliar of Ukraine said that Russia is still trying to achieve the goal of seizing eastern Ukraine.
It is reported that on the 10th local time, Maria said that Russia is continuing to mobilize and train newly recruited personnel. At the same time, the general staff of the Ukrainian army also predicted that the Russian army would launch a new offensive in order to completely occupy eastern Ukraine. To this end, troops from other parts of Russia are currently being sent to the Russian Ukrainian border, and the reduced troops will also supplement their strength.
According to RIA Novosti reported on the 10th, Chechen leader Kadyrov said on the social software “telegram” that Mariupol will be completely liberated soon.
“In principle, the main task here has been completed. There are only a small group of BANDERA elements who have not been killed. The work on them is also under way and will be finished soon,” he wrote
