Coal and real estate stocks fell by the limit, and chicken breeding stocks became the biggest winner today.
On April 18, the main A-share indexes such as Shanghai stock index, Shanghai and Shenzhen 300 index, Shenzhen Component Index and gem index opened low and went high in the morning, and the closing point of Shanghai stock index was close to 3200.
The gem index took the lead in hitting the bottom and rebounded, closing up more than 1%. A constituent share of the ‘ in a constituent share of the ‘ \ and other technology leaders led the increase.
egg price supply and demand pattern is tight
chicken concept stocks rose sharply against the market
Chicken, pork, auto chips, hjt batteries, gallium nitride and other subjects performed well, with the chicken index leading the list. Chicken concept stocks rose by 14.12%, with Ningxia Xiaoming Agriculture & Animal Husbandry Co.Ltd(300967) rising by the limit of Shandong Xiantan Co.Ltd(002746) , Shandong Minhe Animal Husbandry Co.Ltd(002234) , Shandong Yisheng Livestock & Poultry Breeding Co.Ltd(002458) .
The strength of chicken breeding stocks may be related to the continuous rise of egg prices. According to the economic daily, the monitoring data of the Ministry of agriculture and rural areas showed that after March, the appearance price, wholesale price and retail price of eggs in China rose month on month for five consecutive weeks up to now, the cumulative increase of egg market price, wholesale price and retail price in China has exceeded 6%, 10% and 5% respectively
Zhu Ning, an associate researcher at the Institute of agricultural economy and development of the Chinese Academy of Agricultural Sciences, said that in previous years, egg prices have stopped falling and rebounded since April. This year, egg prices have risen since March, which is earlier than previous years. The main reason is that the supply and demand pattern of the egg market is too tight.
large financial sector collective cooling
2 hot real estate stocks encounter “sky floor”
Coal, real estate, insurance, securities, banking and other sectors led the decline. Last week’s strong coal sector led the decline today Dayou energy, China Coal Xinji Energy Co.Ltd(601918) , Anyuan Coal Industry Group Co.Ltd(600397) , Yunnan Yunwei Company Limited(600725) , Zhengzhou Coal Industry & Electric Power Co.Ltd(600121) , etc. The leading coal producer yankuang energy .
On the news side, recently, the price department of the national development and Reform Commission held a special meeting. The meeting pointed out that coal is an important basic energy, and it is of great significance to ensure the supply and price of coal. Under the framework of existing laws and regulations, studying and clarifying the specific identification standards of illegal acts of bid up prices in the coal field is conducive to guiding coal operators to operate legally and maintaining the normal order of the coal market.
The real estate sector also saw multiple stocks falling by the limit Chongqingyukaifaco.Ltd(000514)
Chongqingyukaifaco.Ltd(000514) , Cccg Real Estate Corporation Limited(000736) all encountered “sky floor” today. Recently, the hottest real estate stock Cccg Real Estate Corporation Limited(000736) rose the limit in early trading, and the intraday price hit a record high. It was hit to the limit in late trading. At the close, the share price was only 2 cents away from the limit.
social security fund large-scale increase cycle industry
According to the statistics of securities times · databao, at present, more than 1800 shares have disclosed the 2021 annual report, and the position and investment trajectory of the social security fund portfolio have surfaced.
By the end of 2021, the social security fund portfolio had appeared among the top ten circulating shareholders of 240 shares. In total, these stocks obtained positions in the social security fund, with a market value of 104.9 billion yuan. The top three stocks with the highest proportion of positions in circulating shares are Fibocom Wireless Inc(300638) , Xinyaqiang Silicon Chemistry Co.Ltd(603155) , Shenzhen Jpt Opto-Electronics Co.Ltd(688025) , with positions exceeding 8%.
Compared with the end of the previous quarter, 66 shares were newly purchased, 59 shares were increased, 61 shares were reduced, and the number of positions of 54 shares remained unchanged. The social security fund that holds more than ten million shares of the social security fund is the one with more than ten million shares. The social security fund that holds more than ten million shares of the social security fund. The social security fund is the one with the number of tens of millions of shares. The social security fund that is the 123123 123123123123 456in the social social security fund. The social security fund that holds more than ten million shares of the social security fund. The social security fund that holds more than ten million shares of the social security fund. The social security fund is the one with the number of 123 456456456ofthe 601of China Pacific Insurance (Group) Co.Ltd(601601) 896018960189 Zijin Mining Group Company Limited(601899) of the yes.
According to the statistics of data treasure, during the fourth quarter of last year, the leading non-ferrous enterprise Zijin Mining Group Company Limited(601899) won the first place in the number of 71 million shares of social security fund, and the market value of social security fund position reached 3.893 billion yuan at the end of the period.
according to the latest quarterly report disclosed by Zijin Mining Group Company Limited(601899) the positions of the two social security fund portfolios are close to 4 billion yuan . Among the top ten circulating shareholders, well-known investment institutions such as Gaoyi assets, Abu Dhabi Investment Bureau and securities and gold company all have heavy positions. The market value of north capital positions exceeds 20 billion yuan, ranking second in the proportion of positions.
Nine out of nine shares. The social security fund has been the social security fund to reduce the social security fund’s holding of more than ten million shares. These are the 456 , Avic Jonhon Optronic Technology Co.Ltd(002179) .
5g leader Zte Corporation(000063) was reduced by 43 million shares, ranking first. In the third quarter of last year, there were two social security fund portfolios among the top ten circulating shareholders of the company, and there was only one left by the end of the fourth quarter, and the market value of the position fell to less than 1 billion yuan.
northbound capital into the capital construction leader
According to the statistics of data treasure, from the performance of social security fund positions, the above 240 shares have decreased by 17.54% on average since this year, underperforming the Shanghai index in the same period.
Hangzhou Great Star Industrial Co.Ltd(002444) , Quakesafe Technologies Co.Ltd(300767) both fell by more than 50% within the year, and the net profits of the two companies fell by 5.93% and 45.58% respectively in 2021.
Henan Shenhuo Coal&Power Co.Ltd(000933) , Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) , Yankuang energy ranked among the top three in terms of growth during the year. The net profits of the three companies doubled last year, and the stock prices of Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) , Yankuang energy and Yankuang energy all hit record highs within three trading days.
Calculated according to the average transaction price of the range, since April, 17 heavy positions of social security fund have gained more than 100 million yuan of northward capital holdings, namely China State Construction Engineering Corporation Limited(601668) , Ping An Bank Co.Ltd(000001) , China Shenhua Energy Company Limited(601088) , Henan Shenhuo Coal&Power Co.Ltd(000933) , Yankuang energy , etc.
China State Construction Engineering Corporation Limited(601668) was increased by 1.569 billion yuan, ranking first. The stock rose 18.8% against the market during the year, and the latest rolling P / E ratio was less than 5 times.
