Closing comprehensive review
a shares:
The three major A-share indexes fluctuated weakly in the morning and rebounded strongly in the afternoon driven by the strength of financial stocks. Both the Shenzhen Composite Index and the gem index rose by more than 2%. As of the close, the Shanghai index rose 1.46%, the Shenzhen Composite Index rose 2.05% and the gem index rose 2.5%. On the disk, hotel catering, tourism, wine making, shipping, transportation services, transportation facilities, securities and other sectors were among the top gainers, and the concepts of tourism and tax exemption raised the tide of daily limit; Recently, the strong collective correction of real estate, building materials and construction, and more than 10 shares in the real estate sector fell by the limit. More than 3700 stocks in the two cities rose, nearly 100 stocks rose by the daily limit, and the net purchase amount of northward funds exceeded 9 billion yuan.
China Securities Co.Ltd(601066) Securities believes that in the second quarter, the current focus is on steady growth on the basis of epidemic prevention, and the market is gradually entering the process of bottom seeking. In the second quarter of 2022, the only coal main line will be expanded to three: first, coal energy main line; Second, the main line of steady growth of real estate infrastructure and related bank building materials; Third, the agricultural main line brought about by the gradual upward inflation. In addition, considering that the epidemic is about to peak, there will be obvious rebound opportunities in the travel industry chain, and investors are also recommended to make a layout.
Hong Kong shares:
The three major indexes of Hong Kong stocks fluctuated. As of the close, the Hang Seng Index rose 0.52%, the red chip index fell 0.27%, and the state-owned enterprise index rose 0.78%. The Hang Seng technology index closed up 1.4%. Game stocks rose, BiliBili rose more than 12%, fingertip Yuedong rose more than 20%, and Tencent rose more than 3%. Internet technology stocks split, Jingdong and the US group rose by over 4%, and Kwai fell by over 7%.
Asia Pacific Stock Market:
The Nikkei 225 index fell 1.81% and South Korea’s Kospi index fell 0.98%.
shushuo A shares:
1. The turnover of the two cities was 916432 billion yuan.
2. On April 12, the total net purchase of northbound funds was 9.137 billion yuan, including 4.227 billion yuan for Shanghai Stock connect and 4.91 billion yuan for Shenzhen Stock connect. The transaction amount of northbound capital was 100941 billion yuan, accounting for 11.09% of the total transaction amount of a shares, and the trading activity increased by 5.30%.
3. The net inflow of main funds in Shanghai and Shenzhen is 40.044 billion yuan. The net purchase amount of main funds for medicine and biology, food and beverage and transportation ranks first, and the net sales amount of main funds for chemical industry ranks first.
4. As of the latest closing on April 12, the share prices of three stocks in the two cities hit a record high. Among them, the net inflow of main funds on Shaanxi Coal Industry Company Limited(601225) , Jiangsu Tianmu Lake Tourism Co.Ltd(603136) , Bank Of Chengdu Co.Ltd(601838) and other five days is obvious.
Hot spot focus
1. Ministry of transport: further coordinate the prevention and control of highway traffic epidemic and ensure smooth traffic
According to the website of the Ministry of transport on the 12th, the Ministry of transport issued a notice on further coordinating the prevention and control of highway traffic epidemic and ensuring smooth traffic. It is required to fully understand the significance of coordinating the prevention and control of highway traffic epidemic and ensuring smooth traffic; Do a good job in highway epidemic prevention and control scientifically and accurately; Make every effort to ensure the normal operation of the service area; Scientifically and reasonably set up highway epidemic prevention checkpoints; Coordination and linkage to strengthen road network operation monitoring and dispatching; Comprehensive investigation and treatment, and strive to resume operation as soon as possible; Strengthen supervision and inspection and promote the detailed implementation of tasks. From April 12, 2022, the “daily report” system of highway traffic information will be implemented.
2 and 11 departments issued the five year plan on guiding and promoting family education (20212025)
The all China Women’s Federation, the Ministry of education and other 11 departments recently issued the “five year plan for guiding and promoting family education (20212025)”, setting the construction of a family education guidance service system covering urban and rural areas, improving the school family social cooperative education mechanism, and promoting the healthy growth of children as the fundamental goal of family education in the coming period, so as to promote the high-quality development of family education during the 14th Five Year Plan period. It is pointed out in the urban and rural health service and community-friendly education policy that the urban and rural health service, family friendly education and other measures should be improved. Explore the establishment of family education guidance institutions, promote the people’s governments at or above the county level to set up family education guidance institutions according to local conditions, provide services to families in need in time, and form a family education guidance service model with local characteristics and group adaptability.
3. Hong Kong will negotiate with the mainland on the RMB quotation of southbound Hong Kong stock connect
Hong Kong stock connect has ushered in new progress in the introduction of RMB pricing. Xu Zhengyu, Secretary for financial services and the Treasury of Hong Kong, said at the meeting of the Hong Kong Legislative Council on April 11 that the Hong Kong SAR government would consult with mainland regulatory authorities and regulators on the introduction of RMB quotation in the “Hong Kong stock connect” transaction.
4. Bidding transaction of the fourth batch of central reserve frozen pork in 2022: 40000 tons
Huachu.com issued a notice on matters related to the bidding transaction of the fourth batch of central reserve frozen pork in 2022. The bidding transaction of 40000 tons of frozen pork was listed.
5. Civil Aviation Administration: achieve phased results in the construction of “three world-class” airworthiness certification by 2025
Recently, the Civil Aviation Administration has prepared and issued the special plan for the airworthiness development of civil aviation in the 14th five year plan. The plan puts forward the development goal of civil aviation airworthiness during the 14th Five Year Plan period, that is, by 2025, the construction of “three world-class” airworthiness certification will achieve phased results, the airworthiness certification level in the new era will be at the forefront of the world, the certification ability of transport aircraft will be comparable with that of the United States and Europe, and a high-quality, efficient, integrated and standardized airworthiness certification ability system, airworthiness certification service ability, technical ability, sustainable development ability The governance capacity and international influence have been greatly improved, which can meet the development needs of China’s civil aviation industry.
6. Tianjin reissued the new policy of provident fund: parents can withdraw housing provident fund to support their children’s house purchase
On April 12, it was learned from Tianjin housing provident fund management center that Tianjin recently issued the notice on issues related to the purchase of the first house and the withdrawal of housing provident fund for indemnificatory housing. According to the notice, if an employee purchases the first set of housing and indemnificatory housing in Tianjin, in addition to the employee and his spouse, the parents of the employee and his spouse can also apply for withdrawal of housing provident fund.
7. Passenger Federation: the sales volume of the national passenger car market in the first quarter decreased by 4.5% year-on-year
According to the latest retail sales statistics of the passenger Federation, the sales volume of China’s narrow passenger car market reached 1.579 million in March, a year-on-year decrease of 10.5% and a month on month increase of 25.6%; From January to March, the cumulative sales volume was 4.915 million, a year-on-year decrease of 4.5%.
In March, the total wholesale sales volume of top 15 auto enterprises was 1.341 million, and the market concentration was 73.9%, down 0.7 percentage points from the previous month. In March, the total retail sales volume of top 15 auto enterprises was 1.165 million, and the market concentration was 73.8%, down 1.4 percentage points from the previous month.
Company news
1, Great Wall Motor Company Limited(601633) WeiPai announced a price increase of 500012000 yuan for some coffee models
On April 12, Great Wall Motor Company Limited(601633) WeiPai’s official wechat released a note on the price adjustment of WeiPai products: affected by the sharp rise in the prices of raw materials, chips and core parts and other comprehensive factors, WeiPai will adjust the official guidance price of some coffee series in car sales, with an increase of 500012000 yuan, which will take effect from 0:00 on April 15, 2022.
2, S.F.Holding Co.Ltd(002352) Board Secretary Gan Ling: the most important aspect of international business will be the second growth pole of the company’s business
The new business performed well last year, allowing the market to see more potential of SF besides express delivery S.F.Holding Co.Ltd(002352) Board Secretary Gan Ling said in a micro interview with securities times · e company today that China’s logistics industry is a sunrise industry, the market is developing rapidly, and the industry concentration is low. We estimate that the company’s express, cold chain, intra city express delivery and other businesses will continue to maintain rapid growth, but the market is easier to ignore our international business. The completion of the merger of Kerry Logistics by the company at the end of September last year is an important milestone. The most attractive part in the future is the international business, which will be the second growth pole of the company’s business.
3, Beijing Science Sun Pharmaceutical Co.Ltd(300485) : the net profit in the first quarter increased by 140% – 170% year-on-year
Beijing Science Sun Pharmaceutical Co.Ltd(300485) ( Beijing Science Sun Pharmaceutical Co.Ltd(300485) ) the performance forecast was disclosed on April 12. The net profit in the first quarter is expected to be 102115 million yuan, with a year-on-year increase of 140% – 170%. During the reporting period, the company’s direct or indirect investment in biomedicine, medical devices and companies related to the company’s main business recognized the income from changes in fair value according to the new financial instrument standards was about 70 million yuan, and the investment income of associated enterprises was about 20 million yuan.
4, Ginwa Enterprise (Group) Inc(600080) : the actual controller plans to hold 8.65 million – 17.3 million shares of the company
Ginwa Enterprise (Group) Inc(600080) ( Ginwa Enterprise (Group) Inc(600080) ) announced on April 12 that Xing boyue, the director and actual controller of the company, plans to increase the shareholding of 8.65 million to 17.3 million shares of the company within 12 months (accounting for 2.32% – 4.63% of the total share capital of the company). Before the planned increase in shareholding, Mr. Xing boyue and his persons acting in concert held a total of 25.35% of the company’s shares.
5, Bsm Chemical Co.Ltd(300796) : the shareholder Jiaxing Baohang plans to continue to reduce its shares by no more than 4.7%
Bsm Chemical Co.Ltd(300796) ( Bsm Chemical Co.Ltd(300796) ) announced on April 12 that Jiaxing Baohang, a shareholder holding more than 5%, originally planned to reduce the shares of the company by no more than 3.30%. As of the end of the transaction on April 11, 2022, the planned time for the reduction of Jiaxing Baohang has expired, with a total reduction of 0.39% of the shares of the company. Jiaxing Baohang plans to continue to reduce its holdings of no more than 5693500 shares (4.70% of the total share capital of the company) through centralized bidding and block trading in the future.
6, Bgi Genomics Co.Ltd(300676) : the net profit in the first quarter is expected to decrease by 33.33% – 42.85% year-on-year
Bgi Genomics Co.Ltd(300676) ( Bgi Genomics Co.Ltd(300676) ) disclosed the performance forecast on April 12. It is estimated that the net profit in the first quarter is 300 million yuan – 350 million yuan, a year-on-year decrease of 33.33% – 42.85%. During the reporting period, the company’s business income based on covid-19 decreased compared with the higher base in the same period of 2021; The company actively participated in Hong Kong aid and anti epidemic. The settlement progress of some businesses was affected by the epidemic, and the income was not recognized during the reporting period.
7, Hangzhou Electronic Soul Network Technology Co.Ltd(603258) : the net profit in the first quarter is expected to decrease by 24.52% – 34.32% year-on-year
Hangzhou Electronic Soul Network Technology Co.Ltd(603258) ( Hangzhou Electronic Soul Network Technology Co.Ltd(603258) ) announced on April 12 that the net profit attributable to shareholders of listed companies is expected to decrease by 25-35 million yuan in the first quarter of 2022 compared with the same period of last year, a year-on-year decrease of 24.52% – 34.32%. During the reporting period, the recharge flow of online game projects decreased due to the intensification of industry competition and other factors; In addition, the company’s “dream of Three Kingdoms 2” end tour project was selected as the official E-sports event of the 2022 Hangzhou Asian Games, and the advertising expenses of the event increased during the reporting period.
8, Crrc Corporation Limited(601766) : the net profit in the first quarter is expected to decrease by 70% – 90% year-on-year
Crrc Corporation Limited(601766) ( Crrc Corporation Limited(601766) ) announced on April 12 that the net profit attributable to shareholders of Listed Companies in the first quarter of 2022 is expected to decrease by 939 million yuan to 1.207 billion yuan compared with the same period of last year, a year-on-year decrease of 70% – 90%. The decline of the company’s performance during the reporting period was mainly due to the continuous impact of covid-19 epidemic on railway passenger transport and the decline of sales of relevant main products in this period.
9, Guangdong Shenling Environmental Systems Co.Ltd(301018) : it is proposed to raise no more than 800 million yuan for projects such as intelligent manufacturing of intelligent temperature control equipment in the field of new infrastructure
Guangdong Shenling Environmental Systems Co.Ltd(301018) ( Guangdong Shenling Environmental Systems Co.Ltd(301018) ) announced on April 12 that the company plans to issue shares to specific objects to raise a total of no more than 800 million yuan. The net amount after deducting the issuance expenses will be used for the intelligent manufacturing project of intelligent temperature control equipment in the field of new infrastructure and the R & D and manufacturing base project of professional special environmental systems (phase II).
