Today’s A-Shares are like riding a roller coaster.
On April 12, A-Shares opened low and went low, but in the afternoon of afternoon, the three indexes collectively rose strongly . As of the closing, the stock index rose 1.46% to 321333 points, with a turnover of 422.5 billion yuan; The Shenzhen Composite Index rose 2.05% to 1175638 points, with a turnover of 494 billion yuan; The record index rose 2.5% to 252369 points, with a turnover of 155.7 billion yuan.
In terms of industry sectors, shipbuilding, tourism hotels, games, shipping ports, airports and other sectors increased, while chemical fertilizer industry, agriculture, animal husbandry, feeding and fishing, glass fiber, pesticides and veterinary drugs, chemical raw materials and other sectors decreased. The brokerage sector rose, Boc International (China) Co.Ltd(601696) pulled up the touchpad, Hongta Securities Co.Ltd(601236) , Guosheng Financial Holding Inc(002670) , Guoyuan Securities Company Limited(000728) , Chinalin Securities Co.Ltd(002945) , etc. followed.
Real estate stocks went in the opposite direction, Yango Group Co.Ltd(000671) , Cinda Real Estate Co.Ltd(600657) , Cccg Real Estate Corporation Limited(000736) and other more than ten stocks fell by the limit, and Wanbao Zhaojin was collectively green.
According to the data, northbound funds rushed into the market in the afternoon, sweeping the large-scale consumption sector, all day net buying of 9.137 billion yuan , ending the net selling trend for four consecutive days; Among them, the net purchase of Shanghai Stock connect was 4.227 billion yuan and that of Shenzhen Stock connect was 4.91 billion yuan. Throughout the day, Shanghai and Shenzhen stock markets rose more and fell less, with more than 3800 stocks rising and only more than 870 stocks falling; Among them, 111 stocks rose dailyP align = “center” tourism and hotel sectors lift the limit tide
The A-share tourism sector continued to rise strongly, with a daily turnover of more than 10.5 billion yuan and a main net inflow of more than 1.6 billion yuan, China Tourism Group Duty Free Corporation Limited(601888) , with a total market value of 335.3 billion yuan, Zhang Jia Jie Tourism Group Co.Ltd(000430) , Yunnan Tourism Co.Ltd(002059) , Guilin Tourism Corporation Limited(000978) , Utour Group Co.Ltd(002707) .
The hotel and catering sector index rose 9.87%, and eight stocks, including Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) , Xi’An Tourism Co.Ltd(000610) , Btg Hotels (Group) Co.Ltd(600258) , rose by the limit.
The retail sector accelerated its rise, with the main net inflow exceeding 1.9 billion yuan, and more than 10 concept stocks, including Beijing Hualian Department Store Co.Ltd(000882) , Nanning Department Store Co.Ltd(600712) , Sanjiang Shopping Club Co.Ltd(601116) , Shanghai Bailian Group Co.Ltd(600827) , Wangfujing Group Co.Ltd(600859) , rose by the limit Nanning Department Store Co.Ltd(600712) , Wangfujing Group Co.Ltd(600859) , etc. led the rise of duty-free stores.
The theme of eating and drinking is coming back, Baijiu shares are heading higher, Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) is trading, Shanghai Bairun Investment Holding Group Co.Ltd(002568) and Wuliangye Yibin Co.Ltd(000858) are up 8%, 6%, Kweichow Moutai Co.Ltd(600519) is over 3%, beer and soft drinks are not much easier, He Bei Cheng De Lolo Company Limited(000848) is trading, Chongqing Brewery Co.Ltd(600132) is up 8%, Eastroc Beverage (Group) Co.Ltd(605499) is over 5%.
The airport sector rose. As of the close, Shanghai International Airport Co.Ltd(600009) rose 9.19%, Xiamen International Airport Co.Ltd(600897) rose 7.08%, Guangzhou Baiyun International Airport Company Limited(600004) rose 7.08%, Shenzhen Airport Co.Ltd(000089) rose 4.22%. In the aviation sector, Juneyao Airlines Co.Ltd(603885) rose by the limit, Spring Airlines Co.Ltd(601021) , China Southern Airlines Company Limited(600029) rose by more than 8%
Some analysts pointed out that the State Council recently decided to postpone the payment of pension insurance in stages for the tourism industry, and the successive implementation of relief policies shows the government’s determination to restore the service industry, which is expected to help the tourism industry get back on track as soon as possible.
In terms of specific policies, on March 31, the Ministry of culture and tourism issued a notice on the implementation of poverty relief support policies to promote the recovery and development of tourism, and put forward ten measures to promote the detailed implementation of several policies on promoting the recovery and development of difficult industries in the service industry, so as to enhance the sense of policy acquisition of tourism enterprises and stabilize the basic situation of the recovery and development of the industry.
On April 11, the general office of the Ministry of culture and tourism again issued the notice on further adjusting the policies related to the withdrawal of tourism service quality deposit (hereinafter referred to as the notice). The notice points out that in order to further make good use of the deposit policy of tourism service quality and support the relief and development of the travel agency industry, the Ministry of culture and tourism decided that travel agencies can withdraw the deposit in full or suspend payment, and the time limit for making up the deposit is extended to March 31, 2023 .
According to the data, the leading stocks in the scenic spot tourism sector have increased a lot recently. Since Yunnan Tourism Co.Ltd(002059) entering 2022, the share price has increased by more than 44.59%, and even more than 70% in the past 120 days Zhang Jia Jie Tourism Group Co.Ltd(000430) has also increased by more than 26.89% this year, Guilin Tourism Corporation Limited(000978) increased by 24.77%, and Xi’An Qujiang Cultural Tourism Co.Ltd(600706) increased by 90.73%.
From the perspective of relevant performance, listed companies in relevant tourist attractions have been hit hard in the past 2021. For example, Guilin Tourism Corporation Limited(000978) net profit loss is about 213 million yuan, Zhang Jia Jie Tourism Group Co.Ltd(000430) estimated net loss is 130150 million yuan, Yunnan Tourism Co.Ltd(002059) loss is about 326 million yuan, and Huangshan Tourism Development Co.Ltd(600054) estimated maximum deduction of non net profit in 2021 is 53.16 million yuanP align = “center” brokerage stocks suddenly rose in the afternoon
This afternoon, the brokerage sector made efforts, making the A-share market suddenly rise. As of the close of trading, Hongta Securities Co.Ltd(601236) , Boc International (China) Co.Ltd(601696) , etc. rose by the limit, Guosheng Financial Holding Inc(002670) , Chinalin Securities Co.Ltd(002945) , Everbright Securities Company Limited(601788) , etc. rose by more than 6%.
In terms of policy, yesterday, China Securities Regulatory Commission, the state owned assets supervision and Administration Commission of the State Council and the all China Federation of industry and Commerce jointly issued a notice on further supporting the healthy development of listed companies. Expectation of common stability policy . This measure appears in the context of the sharp shock of a shares, which is conducive to further enhance market confidence and play a guiding role in market expectations.
At present, more than half of the annual reports of A-share listed securities companies are also disclosed. Among them, the revenue of 8 securities companies exceeds 30 billion yuan, and the net profit attributable to parent company of 9 securities companies exceeds 10 billion yuan. With Guosen Securities Co.Ltd(002736) , which has previously predicted the upper limit of net profit of 10.5 billion yuan, 10 securities companies with net profit of more than 10 billion yuan are expected to reach. While the revenue of securities companies increased greatly, the profit-making effect of head securities companies was obvious.
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.
