On April 12, the three major A-share indexes performed differently. Data show that as of midday closing, the Shanghai Composite Index fell 0.66% to 314611 points; The Shenzhen composite index fell 0.53% to 1145908; The gem index rose 0.10% to 246455.
On the surface, travel and Baijiu sector are strong, China Tourism Group Duty Free Corporation Limited(601888) , Air China Limited(601111) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) and Wuliangye Yibin Co.Ltd(000858) are rising. The anti epidemic and online game sectors opened higher and went lower, Andon Health Co.Ltd(002432) , Yoozoo Interactive Co.Ltd(002174) , Shenzhen Bingchuan Network Co.Ltd(300533) limit. Chemical fertilizer, photovoltaic, electric power, semiconductor, large infrastructure, central enterprises and banks were adjusted, and Will Semiconductor Co.Ltd.Shanghai(603501) , Naura Technology Group Co.Ltd(002371) , Trina Solar Co.Ltd(688599) , Sanan Optoelectronics Co.Ltd(600703) , etc. hit a new low in the stage. The coal sector rose and fell, reaching a new high of Shaanxi Coal Industry Company Limited(601225) again. Real estate stocks fought long and short, more than ten stocks such as Tianjin Jinbin Development Co.Ltd(000897) , Shenzhen Worldunion Group Incorporated(002285) , etc. rose by the limit, and “Wanbao Zhaojin” fell. The net purchase of northbound funds is about 1.8 billion yuan.
travel sector led the gains
On the 12th, the scenic spots and tourism sector opened strongly, leading the A-share market, while the hotel and catering sector followed Zhang Jia Jie Tourism Group Co.Ltd(000430) , Yunnan Tourism Co.Ltd(002059) limit, Guilin Tourism Corporation Limited(000978) , Huangshan Tourism Development Co.Ltd(600054) , Xi’An Qujiang Cultural Tourism Co.Ltd(600706) , Emei Shan Tourism Company Limited(000888) , etc.
East Asia Qianhai Securities believes that the current entry-exit and travel restrictions in some parts of China still have an impact on tax-free, tourism, hotels, catering and other industries, but do not change the long-term prosperity of the industry. With the introduction of relief policies such as tax relief and the gradual improvement of epidemic prevention and control capacity, the prosperity of the industry is expected to accelerate the recovery.
game stocks collectively strengthened
Game stocks collectively strengthened, with Shenzhen Bingchuan Network Co.Ltd(300533) , Cloud Live Technology Group Co.Ltd(002306) , Dasheng Times Cultural Investment Co.Ltd(600892) , Yoozoo Interactive Co.Ltd(002174) trading, Shenzhen Zqgame Co.Ltd(300052) , G-Bits Network Technology(Xiamen)Co.Ltd(603444) , Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) and others rising. On the news side, the release of domestic online game version numbers has been resumed, and a total of 45 games have been reviewed this time.
Citic Securities Company Limited(600030) believes that the resumption of distribution of the first batch of domestic online game titles in 2022 confirms the rectification effect of the game industry in the past eight months, and the game industry is expected to recover as a whole.
real estate development sector recovery
another floor appears
The real estate development sector has warmewarmewarmewarmeback to the sector of the real estate development sector, with the recovery of the sector of the real estate development sector, and the recovery of the real estate development sector, forthe return of the real estate development sector, and the real estate development sector of the real estate development sector of the recovery of the recovery of the real estate development sector, and the recovery of the real estate development sector of the real estate development sector. The recovery of the real estate development sector of the real estate development sector, the Tianjin Realty Development (Group) Co.Ltd(600322) 2 \ etc. Among them, Beijing Airport High-Tech Park Co.Ltd(600463) opened down by nearly 6%, and then raised the limit, rising by nearly 16%.
Another real estate concept stock Ningbo Fuda Company Limited(600724) staged a floor sky board and walked out of the fourth board. Lianban rose 46.75% in total. According to the annual report of 2021 released by the company on March 29, the company achieved a total operating revenue of 2.34 billion yuan in 2021; The net profit was 361 million yuan, a year-on-year decrease of 14.49%.
China Industrial Securities Co.Ltd(601377) believes that under the background of “loose policy + downward fundamentals”, the real estate sector is expected to continue to achieve absolute and excess returns, and the real estate market is expected to continue.
Baijiu sector rebound
In April 12th, the leading liquor enterprises continued to have strong news, and the A Baijiu sector rebounded. As of the noon closing closing closing at noon closing at noon, the end of the closing at noon closing at the noon closing at the noon closing of the closing of the closing at the noon of the closing of Qinghai Spring Medicinal Resources Technology Co.Ltd(600381) \ , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) and other stocks rose.
China Securities Co.Ltd(601066) Securities believes that Baijiu sector is good in the Spring Festival rush season and dynamic sales. A quarterly high growth has become a certainty. Over the past two years, the growth of high-end Baijiu has been steady, and the high-end Baijiu liquor has maintained a rapid growth under the influence of the epidemic. From the valuation point of view, not considering the adjustment of valuation last year, since the beginning of this year, Baijiu sector callback exceeded 20%, valuations have dropped significantly, leading liquor enterprises strong fundamentals remain unchanged.
