In early trading on the 18th, the three major A-share indexes collectively opened low, with coal, real estate, non bank finance and other sectors leading the decline.
During the session, the real estate sector strengthened again. Affected by the news of resumption of production and work in Shanghai, auto parts and semiconductor chips stopped falling and rebounded. The gem index took the lead in turning red, and the decline of Shenzhen Component Index and Shanghai index narrowed.
As a result, the intraday counterattack failed, and many real estate stocks exploded near the midday closing. As of press time, the Shanghai composite index was reported at 318635 points in midday trading, down 0.78%; The Shenzhen composite index closed at 1162528 points, down 0.20%; Gem index reported 246454 points, up 0.17%; Kechuang 50 reported 999.71 points, up 2.71%.
trillion banking giants plunged more than 8% during the session
A rumor about bank executives in the morning made China Merchants Bank Co.Ltd(600036) once fell by more than 8% with a trillion market value, and still fell by 6.58% as of press time. Based on today's lowest price of 42.78 yuan, the market value evaporated more than 100 billion yuan in a single day.
China Merchants Bank Co.Ltd(600036) has always been a model among China's commercial banks. Many fund companies have heavy positions, which is also considered by investors as one of the important targets of value investment.
The reporter asked China Merchants Bank Co.Ltd(600036) relevant people about market rumors. As of press time, no response has been made yet.
On March 18, China Merchants Bank Co.Ltd(600036) issued the annual report for 2021. During the reporting period, the bank (Group caliber) achieved an operating revenue of 331253 billion yuan, a year-on-year increase of 14.04%; The net profit attributable to the bank's shareholders was 119922 billion yuan, a year-on-year increase of 23.20%; The non-performing loan ratio returned below 1%, while the provision coverage increased to 483.87%.
In addition to China Merchants Bank Co.Ltd(600036) , bank stocks generally fell in early trading on the 18th.
Citic Securities Company Limited(600030) research report pointed out that the operation combination of timely and small reduction of reserve requirement + tightening of deposit pricing + unchanged policy interest rate reflects the optimal solution of monetary policy selected by the central bank based on comprehensive consideration of wide credit / wide currency, supporting entity / financial stability and internal / external equilibrium. In terms of investment in the banking sector, with the secondary force of steady growth policy and the orderly optimization of real estate policy, the subsequent macroeconomic and micro quality expectations are expected to continue to improve. In the long run, the bottom of the valuation of the sector is clear, and in the short term, the investment has high cost performance.
"bull market flag bearer" fell
60 billion brokerage limit
In early trading on the 18th, the securities index led the market. The securities index fell nearly 4% at the opening, and several securities companies fell more than 6%.
Of which, Orient Securities Company Limited(600958) fell to the limit. As of press time, it has received 979 yuan, with a total market value of 62.5 billion yuan.
On the news side, Orient Securities Company Limited(600958) a-share allotment is imminent.
On the 17th, Orient Securities Company Limited(600958) announced that the company plans to implement A-share allotment, and intends to allot A-share shares to all A-share shareholders of the company registered in China Securities Depository and Clearing Co., Ltd. Shanghai branch according to the proportion of 2.8 shares per 10 shares after the closing of the Shanghai Stock Exchange as of the equity registration date (April 20, 2022).
According to the relevant regulations of Shanghai Stock Exchange, the payment period of this A-share allotment is from April 21, 2022 to April 27, 2022, during which the trading of A-share of the company is suspended all day; April 28, 2022 is the online liquidation period of the registration company. The trading of A-Shares of the company will continue to be suspended for one day, and the trading of A-Shares of the company will be resumed from the opening of the market on April 29, 2022.
Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) falling limit again
On April 18, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) opened again and fell the limit for two consecutive days. As of press time, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) shares have been reported at 32.39 yuan / share, with a total market value of 54.1 billion yuan, with more than 400000 orders sold.
Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) 's continuous falling limit has raised overall concerns about the traditional Chinese medicine industry. The overall index of traditional Chinese medicine fell, with an intraday decline of more than 3%.
multiple real estate stocks exploded
On the morning of the 18th, the real estate sector was shaken and strengthened, and the limit was raised again in Cccg Real Estate Corporation Limited(000736) intraday. However, the board was fried less than half an hour after the limit was closed. As of press time, Cccg Real Estate Corporation Limited(000736) turned green, down 4.46%.
Up to now, in 16 trading days, Cccg Real Estate Corporation Limited(000736) blasted 12 trading limits, setting a new record. Nearly half a month, the cumulative increase of 250%, easily spike other real estate stocks.
As the real estate industry enters the stage of rapid liquidation, the market share may be concentrated to central enterprises. Cccg Real Estate Corporation Limited(000736) is the lightest sector among the five central enterprises, so it naturally becomes a hot money Carnival resort.
According to the Cccg Real Estate Corporation Limited(000736) recent dragon and tiger list, the hot money has a lot of sources. Among them, Shanghai Jiangsu Road business department is the seat of the leader of the top hot money chapter in Jiangsu and Zhejiang; Huzhou Fenghuang Road business department, once joined hands with Zhang alliance leader to seal the board Guotai Junan Securities Co.Ltd(601211) Shanghai branch is the seat of Ge Weidong, a top hot money investor; Shanghai Hongqiao Road business department is the seat of top hot money Xu Xiao.
With the Cccg Real Estate Corporation Limited(000736) explosion of the board, it has been pouring down all the way, and many stocks that had been trading in the previous limit have also opened one after another. Chongqingyukaifaco.Ltd(000514) , once a four board company, suddenly fell sharply near the midday closing, with an intraday amplitude of nearly 12%.
Bright Real Estate Group Co.Limited(600708) , Everbright Jiabao Co.Ltd(600622) also suddenly opened the board and fell sharply.
In terms of news, on April 18, in response to the future trend of the real estate market, the spokesman of the National Bureau of Statistics said that as soon as possible, the current real estate sales are still declining. With the moderate liberalization of purchase and sale restrictions in many places and the reduction of the threshold for the use of provident fund, the decline in real estate sales in some areas is narrowing. With the improvement of the long-term mechanism of real estate and actively meeting the demand for real estate housing, the downward trend of national real estate sales will be alleviated.
