This morning, stimulated by the good news, the opening of A-Shares rose as a whole. However, in the process of rebound, the trading volume could not be effectively enlarged, indicating that the market wait-and-see mood was still strong, and the main stock indexes also fell. The gem index and the science and innovation 50 Index even turned green, creating a new low since the adjustment.
On the disk, Baijiu, real estate, hotel catering, securities and other sectors are among the top gainers, and public transport, fertilizer, electrical equipment and other sectors are slightly adjusted.
It is worth noting that under the background of the overall rebound of the market, there was a phenomenon of diving and collapse in multiple stocks Chongqing Zhifei Biological Products Co.Ltd(300122) fell all the way after the market opened high, and suddenly fell sharply at about 10:15, with a sharp drop of 18.09% as of noon closing Hainan Poly Pharm.Co.Ltd(300630) , Queclink Wireless Solutions Co.Ltd(300590) , Zhejiang Tiantie Industry Co.Ltd(300587) , Puya Semiconductor (Shanghai) Co.Ltd(688766) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , etc. also fell rapidly during the session, and the share price fell by more than 10%.
expected interest rate cut promotes the strength of real estate stocks
Premier Li Keqiang chaired an executive meeting of the State Council yesterday to deploy policies and measures to promote consumption, help stabilize the economic fundamentals and ensure the improvement of people’s livelihood; Decided to further strengthen policy support such as export tax rebate to promote the steady development of foreign trade; Determine measures to increase financial support for the real economy and guide market players to reduce financing costs.
The meeting decided to encourage large banks with high provision level to reduce the provision coverage in an orderly manner in view of the changes in the current situation, make timely use of monetary policy tools such as RRR reduction, promote banks to enhance their credit lending capacity, further increase financial support for the real economy, especially industries seriously affected by the epidemic, small, medium-sized and micro enterprises and individual industrial and commercial households, make reasonable profits to the real economy and reduce the comprehensive financing cost of enterprises.
The expectation of interest rate and reserve requirement reduction in the market is rising again Zheshang Securities Co.Ltd(601878) believes that the RRR reduction will be implemented in the near future to further promote credit expansion. In addition to the RRR reduction, there is still the possibility of interest rate reduction. The renewal date of MLF in this month and next month, that is, the time interval from April 15 to May 16, is the window of interest rate reduction.
under the strong expectation of interest rate and reserve requirement reduction, the ah share real estate sector adjusted for several days opened higher together again Hang Seng mainland real estate index rose nearly 3%, and many stocks such as Jiancheng holdings, Fengzhan holdings and Delai construction industry rose more than 10%. China infrastructure investment, Longguang group and R & F real estate also rose strongly one after another.
The A-share real estate sector index also rose nearly 3% during the session, but then retreated sharply, rising less than 1% by midday closing, and the trading volume shrank compared with yesterday Beih-Property Co.Ltd(600791) , Aoyuan Beauty Valley Technology Co.Ltd(000615) , Chongqingyukaifaco.Ltd(000514) , Cccg Real Estate Corporation Limited(000736) and other strong trading limits. “15 Shimao 02”, “19 longkong 01” and other real estate related bonds also rose by more than 10% in early trading.
China Securities Co.Ltd(601066) said that under the background of increasing easing this year, whether the real estate sales data in the third and fourth quarters can pick up will become an important feature to observe the recovery of the industry. In the next stage, wide credit support will be mainly reflected in the scale of real estate M & A loans and meeting the reasonable capital needs of high-quality real estate enterprises. Only by working at both ends of supply and demand at the same time can we quickly promote the further improvement of the industry.
performance is getting better
Andon Health Co.Ltd(002432) today, with a pre increase of more than 400 times in the first quarterly report of 2022, rose the limit again, and the share price also hit a record high. With the disclosure of annual report and quarterly report entering the peak, the A-share performance wave market is getting better and better, and a number of individual stocks whose performance growth exceeded expectations announced the strong limit today.
Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) today, the annual performance express of 2021 and the forecast of the first quarterly report of 2022 were released at the same time. In 2021, the operating revenue was 2.83 billion yuan, with a year-on-year increase of 195.05%, and the net profit was 1.413 billion yuan, with a year-on-year increase of 201.37%; It is estimated that the net profit in the first quarter of this year will be 1.35-1.45 billion yuan, with a year-on-year increase of 295.61% – 324.91% Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) after opening sharply in the morning, the stock price rose rapidly and approached the highest point in history.
In view of the reasons for the continuous high growth of performance, Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) said that in 2021, due to the outbreak of covid-19 epidemic in Delta and Omikron overseas, the market demand for covid-19 antigen detection kit increased, and the company’s covid-19 antigen detection kit obtained certification from the European Union, Vietnam, Malaysia and other countries, resulting in a significant increase in relevant revenue. Since January 2022, the epidemic situation in Omicron in many places in China has broken out, with new cases reaching a new high. In order to prevent and control the epidemic, all localities have increased the frequency of covid-19 nucleic acid detection and increased the demand for covid-19 nucleic acid detection reagent. The market share of covid-19 nucleic acid detection reagent of the company has continued to rise, and the related income of covid-19 nucleic acid detection reagent and service has increased significantly.
Qianjiang Yongan Pharmaceutical Co.Ltd(002365) today also announced the first quarter forecast, which is expected to achieve a net profit of 486343 million yuan to 525564 million yuan in the first quarter, with a year-on-year increase of 520% – 570% Qianjiang Yongan Pharmaceutical Co.Ltd(002365) said that the market demand for taurine, the company’s main product, was strong, and the sales price increased significantly compared with the same period of last year Qianjiang Yongan Pharmaceutical Co.Ltd(002365) morning opening rose word by word.
Shanxi Blue Flame Holding Company Limited(000968) it is expected to realize a net profit of 240300 million yuan from January to March 2022, with a year-on-year increase of 136.7% – 195.88%. It is also significantly higher than the limit in the second after opening in the morning Shandong Fengyuan Chemical Co.Ltd(002805) , the first quarter report is expected to increase by 295.23% – 336.83%, and the share price also rises by the limit. In addition, pre added shares such as Henan Shenhuo Coal&Power Co.Ltd(000933) , Xinjiang Communications Construction Group Co.Ltd(002941) and so on all strengthened significantly in early trading.
