In early trading today, A-Shares failed to continue yesterday’s rebound and fell into adjustment again. More than 3600 stocks in the two cities fell. Although the recent policy face has been heated frequently, market confidence still needs to be restored. For example, yesterday’s big rebound, the transaction between the two cities has not been enlarged, but reduced by nearly 50 billion yuan.
On the disk, the transportation and logistics industry is active again across the board. The growth of sub sectors such as warehousing logistics, shipping concept and cold chain logistics ranks first, while the decline of early strong sectors such as digital currency, covid-19 drug concept, yuancosmos and East West calculation ranks first. The net outflow of funds from Beishang was 1.901 billion yuan.
logistics and transportation sector strengthened against the trend
The logistics and transportation sector as a whole rose again against the trend. The warehousing and logistics sector opened higher in early trading, and the sector index soared by more than 4%. The half day transaction was close to the full day transaction yesterday, Jiangsu Xinning Modern Logistics Co.Ltd(300013) 20% limit, which is the third consecutive limit. The share price reached a new high in more than one year, and more than 20 shares such as Sinotrans Limited(601598) , China Railway Special Cargo Logistics Co.Ltd(001213) and so on rose by more than 10%; The concept of shipping also bucked the trend and opened higher, rising by more than 2%, Beijing Changjiu Logistics Corp(603569) and other limits; Cold chain logistics rose by more than 1%, Cimc Vehicles (Group) Co.Ltd(301039) 20% limit, Cofco Engineering & Technology Co.Ltd(301058) , Guanghui Logistics Co.Ltd(600603) and other limits or more than 10%.
Affected by the epidemic, traffic jams have occurred in some parts of China, affecting the circulation of materials, which has attracted great attention from all walks of life and the government recently, the industrial policies on dredging logistics and promoting the healthy development of the transportation industry can be described as one day
Recently, the Ministry of transport of the people’s Republic of China (MOTC) jointly issued the opinions of the State Council on accelerating the implementation of the quality guarantee mechanism of China’s civil railway and the National Logistics Bureau after the joint meeting of the Ministry of transport of the people’s Republic of China and the Ministry of transport of the people’s Republic of China on accelerating the implementation of the national high-speed railway market.
The opinions put forward clear requirements from the aspects of improving the network of production and marketing cold chain transportation facilities, cultivating backbone enterprises of cold chain transportation, and improving the supervision system of cold chain transportation. Support international logistics enterprises to extend overseas ground service networks through joint ventures, self built networks, mergers and acquisitions, improve the whole process organization ability of cross-border cold chain logistics, and cultivate a number of modern cold chain logistics enterprises with strong international competitiveness.
In terms of food cold chain circulation rate, the cold chain circulation rate of fruits and vegetables, meat and aquatic products in the United States is more than 97%, the cold chain transportation rate of fruits and vegetables and aquatic products in Japan is also more than 95% and 90%, and the cold chain circulation rate of meat and poultry has reached 100%, while the cold chain circulation rates of fruits and vegetables, meat and aquatic products in China are 35%, 57% and 69% respectively. There is a big gap, and there is still huge development space for cold chain logistics.
China Merchants Securities Co.Ltd(600999) pointed out that looking forward to the future, the demand for food supply chain and pharmaceutical logistics is increasing rapidly. At the same time, the improvement of temperature control technology and the improvement of industry standards also drive the development of cold chain logistics industry into a new stage, and the growth potential of the industry is still large.
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growth shares are concerned by funds
It was announced yesterday that Andon Health Co.Ltd(002432) , the highest pre increase of more than 400 times in the first quarter of 2022, rose strongly again in the morning. This makes growth stocks eye-catching in the weak.
Beijing Seeyon Internet Software Corp(688369) announced the results of 2021 today, realizing an operating revenue of 1.031 billion yuan, a year-on-year increase of 35.1%, a net profit of 129 million yuan, a year-on-year increase of 19.69%. In the morning Beijing Seeyon Internet Software Corp(688369) opened higher and walked higher, once rising more than 5% against the trend. New Trend International Logis-Tech Co.Ltd(300532) , Hpf Co.Ltd(300350) , Ccs Supply Chain Management Co.Ltd(600180) and others with pre increased performance rose by the limit or more than 10%.
The annual report of Listed Companies in 2021 and the first quarterly report of 2022 have gradually entered the peak period, and the attention of market funds to performance has increased significantly. From the historical experience, in the market bottom grinding period, investors tend to have relatively low risk appetite, and segments with strong performance certainty or fundamental logic may often have relative returns.
According to statistics, as of today, 1154 listed companies in the two cities have published their 2021 annual reports or express reports, with a year-on-year increase in net profit of 838 companies, with a median increase of about 39%. Among them, the net profit of Do-Fluoride New Materials Co.Ltd(002407) shares increased by 110 times year-on-year, ranking the first in the growth list temporarily. The net profit of Shenzhen Dynanonic Co.Ltd(300769) and other 6 shares in 2021 increased by more than 10 times year-on-year, and the net profit of Ife Elevators Co.Ltd(002774) and other 201 shares increased by more than 1 times year-on-year.
Among the 354 companies that announced the forecast of the first quarter report of 2022, 294 companies increased in advance, increased slightly, reversed losses and continued profits, accounting for more than 83%.
Andon Health Co.Ltd(002432) ranked first with a growth of more than 400 times. Dema technology’s first quarterly report had a maximum pre increase of 48 times, Henan Qingshuiyuan Technology Co.Ltd(300437) , Suzhou Anjie Technology Co.Ltd(002635) and Suzhou Anjie Technology Co.Ltd(002635) increased by 24 times and 21 times respectively, and 8 shares such as Zhejiang Narada Power Source Co.Ltd(300068) increased by more than 10 times.
CICC judged 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.
