This morning, the main stock indexes were divided greatly, among which the Shanghai index fell significantly, the Shenzhen Component Index performed slightly stronger, and the gem index rose rapidly to turn red after a sharp decline. The Kechuang 50 index rose sharply by more than 2%.
The decline of banks, securities companies, insurance and other financial stocks has become the main driving force for the weakening of the Shanghai index China Merchants Bank Co.Ltd(600036) a shares fell more than 8% in the morning.
Generally speaking, as of the morning closing, the number of rising stocks of A-Shares was slightly more than the number of falling stocks, and the overall market atmosphere was not weak.
major financial sector fell sharply, and China Merchants Bank‘s share price once fell by more than 8%
The A-share market showed obvious differentiation this morning, the Shanghai index weakened, while the gem index and Kechuang 50 Index performed strongly.
In terms of industry sector, the large financial sector fell sharply.
Most of the bank stocks in the major financial sectors fell, among which China Merchants Bank Co.Ltd(600036) suddenly fell sharply. The decline narrowed after China Merchants Bank Co.Ltd(600036) fell more than 8% in the morning. The topic of CMB’s sharp decline once rushed to microblog hot search.
for the sharp drop in share price, when a reporter inquired China Merchants Bank Co.Ltd(600036) investor relations department as an investor, the company said that CMB had no problems in performance and operation and was “verifying” the relevant reasons
In addition to China Merchants Bank Co.Ltd(600036) , several bank stocks such as Qilu Bank Co.Ltd(601665) , Bank of Lanzhou, Xiamen Bank Co.Ltd(601187) , Bank Of Qingdao Co.Ltd(002948) , etc. also led the decline.
Citic Securities Company Limited(600030) ‘s research view is that the operation combination of timely and small RRR reduction + tightening 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, internal equilibrium / 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.
Huaxi Securities Co.Ltd(002926) ‘s research point of view is that from the release of the expectation of RRR reduction by the national standing committee to the implementation of comprehensive + targeted RRR reduction by the central bank, although the range is generally gentle and less than the market expectation, it is encouraged to reduce the upper limit of deposit interest rate in combination with the industry level, which is conducive to the improvement of bank debt cost, and to reduce the provision rate, so as to strengthen financial supply and stimulate demand repair; Superposition of fiscal policy coordination and overweight of steady growth policy are expected to stabilize market expectations and hedge the impact of multiple epidemics and other factors on the economy. At present, wide credit will still focus on small and micro enterprises and structural industries and fields such as consumption and people’s livelihood with great impact of the epidemic. At present, the valuation of the sector fully reflects the pessimistic expectations of the market, and the dividend yield is at a high level.
Brokerage stocks also fell overall, with Orient Securities Company Limited(600958) intraday limit Caida Securities Co.Ltd(600906) , Guolian Securities Co.Ltd(601456) intraday decline of more than 9% China Greatwall Securities Co.Ltd(002939) , Boc International (China) Co.Ltd(601696) , Guosheng Financial Holding Inc(002670) , Polaris Bay Group Co.Ltd(600155) and other stocks fell by more than 5% during the session.
Orient Securities Company Limited(600958) last night issued an announcement on allotment. According to the announcement, Orient Securities Company Limited(600958) intends to allot 2.8 A shares for every 10 shares to all A-share shareholders of the company registered in China Securities Depository and Clearing Co., Ltd. Shanghai branch after the closing of the Shanghai Stock Exchange as of the equity registration date (April 20, 2022), and the price of this allotment is 8.46 yuan. According to 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 the company’s A-share is suspended all day.
Insurance stocks also fell significantly, China Life Insurance Company Limited(601628) intraday decline of more than 3%.
Everbright Securities Company Limited(601788) ‘s research view is that listed insurance companies have successively released the premium data in March. On the whole, the liability side of life insurance is still under pressure, the growth rate of automobile insurance is less than expected due to the impact of the epidemic, and the deregulation of real estate policies on the investment side promotes the valuation repair.
In addition to the large financial sector, the coal sector also fell sharply, with an intraday decline of more than 3%. Many stocks such as China Coal Xinji Energy Co.Ltd(601918) , Anyuan Coal Industry Group Co.Ltd(600397) , Zhengzhou Coal Industry & Electric Power Co.Ltd(600121) , etc. hit the intraday limit.
Wine, steel, oil and other sectors also fell in a large area.
Agriculture, forestry, animal husbandry, fishery and semiconductor sectors rose against the trend, and many stocks rose sharply.
the national economy started smoothly in the first quarter
The National Bureau of statistics released the first quarter statistics this morning.
The National Bureau of Statistics said that in the first quarter, facing the multiple tests brought by the increasingly complex and severe international environment and the frequent occurrence of epidemic diseases in China, under the strong leadership of the Party Central Committee with Comrade Xi Jinping as the core, all regions and departments earnestly implemented the decisions and arrangements of the Party Central Committee and the State Council, scientifically coordinated epidemic prevention and control and economic and social development, adhered to the principle of stability and seeking progress while stability, and the national economy continued to recover its development trend, The economic operation is generally stable.
According to preliminary accounting, China’s GDP in the first quarter was 270178 billion yuan, a year-on-year increase of 4.8% at constant prices, and a month on month increase of 1.3% over the fourth quarter of 2021. By industry, the added value of the primary industry was 1095.4 billion yuan, a year-on-year increase of 6.0%; The added value of the secondary industry was 106187 billion yuan, an increase of 5.8%; The added value of the tertiary industry was 153037 billion yuan, an increase of 4.0%.
In the first quarter, the added value of industries above designated size increased by 6.5% year-on-year. Divided into three categories, the added value of mining industry increased by 10.7%, manufacturing industry increased by 6.2%, and power, heat, gas and water production and supply industry increased by 6.1%. The added value of high-tech manufacturing and equipment manufacturing increased by 14.2% and 8.1% respectively, 7.7 and 1.6 percentage points faster than that of industries above designated size. In terms of economic types, the added value of state-owned holding enterprises increased by 5.0% year-on-year; Joint stock enterprises increased by 7.8%, and foreign-invested enterprises and enterprises invested by Hong Kong, Macao and Taiwan increased by 2.1%; Private enterprises increased by 7.6%. By product, the output of new energy vehicles, Cecep Solar Energy Co.Ltd(000591) batteries and industrial Siasun Robot&Automation Co.Ltd(300024) batteries increased by 140.8%, 24.3% and 10.2% respectively. In March, the added value of industries above designated size increased by 5.0% year-on-year and 0.39% month on month. In March, the purchasing manager index of manufacturing industry was 49.5%, and the expected index of enterprise production and operation activities was 55.7%. From January to February, industrial enterprises above Designated Size achieved a total profit of 1157.6 billion yuan, a year-on-year increase of 5.0%.
Consumer prices rose moderately, while industrial producer prices fell year-on-year. In the first quarter, the national consumer price (CPI) rose by 1.1% year-on-year. Among them, cities rose by 1.2% and rural areas rose by 0.7%. In the first quarter, the ex factory prices of industrial producers in China rose by 8.7% year-on-year.
In addition, according to the data of the National Bureau of statistics, according to the monitoring of the market prices of 50 important means of production in 9 categories in the national circulation field, the prices of 25 products increased, 21 decreased and 4 remained the same in early April 2022 compared with late March.
In terms of real estate data, according to the National Bureau of statistics, from January to March 2022, the national real estate development investment was 2776.5 billion yuan, a year-on-year increase of 0.7%; Among them, the residential investment was 2076.1 billion yuan, an increase of 0.7%. From January to March, the housing construction area of real estate development enterprises was 806259 million square meters, a year-on-year increase of 1.0%. Among them, the residential construction area was 569045 million square meters, an increase of 1.1%. The new construction area of houses was 298.38 million square meters, down 17.5%. Among them, the newly started residential area was 215.58 million square meters, down 20.3%. The completed housing area was 169.29 million square meters, down 11.5%. Among them, the completed residential area was 123.23 million square meters, down 11.3%.
From January to March, the sales area of commercial housing was 310.46 million square meters, a year-on-year decrease of 13.8%; Among them, the residential sales area decreased by 18.6%. The sales volume of commercial housing was 2965.5 billion yuan, down 22.7%; Among them, residential sales decreased by 25.6%.
In terms of the funds available to real estate development enterprises, from January to March, the funds available to real estate development enterprises were 3815.9 billion yuan, a year-on-year decrease of 19.6%. Among them, China’s loans were 552.5 billion yuan, down 23.5%; The utilization of foreign capital was 1 billion yuan, down 7.8%; Self raised funds amounted to 1239.5 billion yuan, down 4.8%; Deposits and advance receipts were 1225.2 billion yuan, down 31.0%; Personal mortgage loans amounted to 636.9 billion yuan, down 18.8%.
is Ruixing coffee hungry? The order price is abnormal
response: temporarily closed
Today, some netizens reported that Ruixing coffee has an ultra-low price on the hungry platform. In this regard, Ruixing coffee official wechat issued a letter of apology and responded that due to the problem of hungry background price configuration, the price of Ruixing coconut cloud package was wrong in a short time, and the store was squeezed by a large number of abnormal orders.
At present, Ruixing coffee has urgently cancelled the abnormal order of hungry Mody platform, and the hungry Mody store is temporarily closed.
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