On April 12, the three major A-share indexes suffered a weak shock in the morning and rebounded in the afternoon, with an upward shock. 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; Real estate, building materials, construction and other sectors fell.
I. market situation today
As of the close, the Shanghai index rose 1.46%, the Shenzhen Composite Index rose 2.05% and the gem index rose 2.5%. More than 3800 stocks in the two cities rose, and the net purchase amount of northward funds exceeded 9 billion yuan.
II. Summary of today’s trading board
Today, nearly 100 non ST shares and non new shares in Shanghai and Shenzhen stock markets rose by the daily limit. Specifically, tourism, the concept of tax exemption and new retail raised the tide of limit trading, the game sector and warehousing and logistics sector were active, and several stocks in the sector rose the limit.
III. details of today’s trading board
1. Tourism sector: Zhang Jia Jie Tourism Group Co.Ltd(000430) , Xi’An Tourism Co.Ltd(000610) , Caissa Tosun Development Co.Ltd(000796) , Yunnan Tourism Co.Ltd(002059) , Guilin Tourism Corporation Limited(000978) , Xi’An Qujiang Cultural Tourism Co.Ltd(600706) , etc.
In the case of repeated covid-19 epidemic and severe setbacks in tourism related industries, the recent favorable policies for the tourism industry have also driven the bullish situation of tourism and related sectors in the A-share market. The analysis 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.
Guosen Securities Co.Ltd(002736) said that in 2022, the policy relief was favorable, superimposed with the marginal changes in the attitude of epidemic prevention and control experts, the market expected the situation of epidemic control to improve marginally, and the tourism sector performed under the expectation of recovery, but then it was under pressure again under the disturbance of the spread of the epidemic. In general, the coexistence of short-term epidemic and enterprise operation may still be the norm, but different impact rhythms of the epidemic will lead to differences in sector recovery. At present, rescue policies for the service industry have been issued one after another, and the prevention and control measures are becoming more and more accurate and scientific. The market still looks forward to the gradual improvement on the edge in the future. It is suggested to pay close attention to the edge of the sector, relax expectations and continue to focus on the layout of recovery.
2. Hotel Catering: Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) , Btg Hotels (Group) Co.Ltd(600258) , Jinling Hotel Corporation Ltd(601007) , Tongqinglou Catering Co.Ltd(605108) , Shanghai Jin Jiang International Hotels Co.Ltd(600754) , etc.
Caitong Securities Co.Ltd(601108) research report points out that in the short term, the supply end of the hotel industry is cleared, the demand end is gradually repaired, and the logic of long-term chain and medium and high-end is clear. The leading companies in the industry have strong ability to expand stores and high brand premium. In the long term, they will fully enjoy the growth attributes brought by the rapid expansion of stores and price increase. In the short term, it is suggested to pay attention to the recovery of business travel demand.
3. Game sector: Shenzhen Bingchuan Network Co.Ltd(300533) , Tangel Culture Co.Ltd(300148) , Yoozoo Interactive Co.Ltd(002174) , etc.
On April 11, the State Press and Publication Administration issued the first batch of game version numbers in 2022 to the reviewed game products, and a total of 45 games obtained version numbers. Kaiyuan Securities believes that the overall valuation of the game industry has been suppressed since 2021 due to the slowdown in the growth of the game industry, the anti addiction policy for minors and the suspension of the issuance of game version numbers. The re issuance of game version numbers is expected to boost the overall valuation of the industry. In addition, various game manufacturers reserve high-quality games and launch them successively after obtaining the version number, which is expected to drive the overall growth rate of the game industry.
4. Warehousing and logistics: \x7f Jiangsu Xinning Modern Logistics Co.Ltd(300013) , Pegasus international, Beijing Changjiu Logistics Corp(603569) , Guanghui Logistics Co.Ltd(600603) , Cmst Development Co.Ltd(600787) , etc.
Affected by the covid-19 epidemic, the provinces and cities in the Yangtze River Delta and the surrounding Shandong Province have strengthened the control measures of expressways, and the entrances and exits of some toll stations and service areas have been closed. The logistics has been seriously affected, which has attracted the attention of all sectors of society and government departments. Recently, the CPC Central Committee and the State Council issued the opinions on accelerating the construction of a national unified market, which proposed to build a modern circulation network and strengthen the construction of emergency logistics system.
5. Concept of tax exemption: Nanning Department Store Co.Ltd(600712) , Hangzhou Jiebai Group Co.Limited(600814) , China Tourism Group Duty Free Corporation Limited(601888) , Wangfujing Group Co.Ltd(600859) , Hainan Haiqi Transportation Group Co.Ltd(603069) , Guangzhou Lingnan Group Holdings Company Limited(000524) , Better Life Commercial Chain Share Co.Ltd(002251) , Fujian Dongbai (Group) Co.Ltd(600693) , etc.
