On April 20, the Shanghai composite index rebounded from the bottom in early trading, with obvious sector differentiation. Gem refers to a new low in the second stage, falling behind the 2400 point mark.
As the performance was lower than expected, Sungrow Power Supply Co.Ltd(300274) suffered a "20cm" limit decline Contemporary Amperex Technology Co.Limited(300750) fell by more than 6%, and the total market value fell below 1 trillion yuan.
On the disk, many stocks in the computer sector rose the limit, and consumer sectors such as household appliances, food and beverage, beauty care and so on rose together, Better Life Commercial Chain Share Co.Ltd(002251) rose the limit again, and seven limit sectors have been gained in nearly eight trading days.
According to the news reports of Xinhua news agency and China Central Television, the International Monetary Fund (IMF) released the global financial stability report on the 19th, saying that the conflict between Russia and Ukraine has significantly tightened the global financial environment and increased the risk of financial stability. Ukrainian foreign minister kuleba said in an interview that the Russian Ukrainian conflict will be decided on the battlefield, not on the negotiating table.
computer sector multi share trading limit
consumer sector collective recovery
The data show that among the constituent stocks of the computer sector in the early morning session, the data data show that among the early morning session of the computer sector, among the shares of the computer sector in the early morning session, the huais the technology, 3 Shanxi Huhua Group Co.Ltd(003002) 02 , Shanghai Yanhua Smartech Group Co.Ltd(002178) and other stocks rose more than 6% in early trading.
The market of some consumer sectors also improved. As of noon closing, household appliances rose by more than 2%, food and beverage and beauty care rose by nearly 2%, and many stocks such as Jiangsu Chunlan Refrigerating Equipment Stock Co.Ltd(600854) , Anji Foodstuff Co.Ltd(603696) , Sanquan Food Co.Ltd(002216) , Kuaijishan Shaoxing Rice Wine Co.Ltd(601579) , etc. rose by the limit. In the concept sector, prefabricated vegetables, food processing, dairy industry, white household appliances, Baijiu and other gainers were among the top gainers.
According to China Galaxy Securities Co.Ltd(601881) securities, at present, there may be repeated epidemics in various places, and the short-term fluctuation will not affect the general trend. It is recommended to focus on manufacturing brands with high business certainty and certain brand influence and channel brands with certain price protection and favorable price ability, and still need to pay attention to investment opportunities in basic livelihood industries.
Sungrow Power Supply Co.Ltd(300274) rare "20cm" limit
"Ningwang " total market value fell below 1 trillion
Affected by the lower than expected performance, Bull Stock Sungrow Power Supply Co.Ltd(300274) suffered a rare "20cm" limit in early trading.
Data show that Sungrow Power Supply Co.Ltd(300274) sharply opened lower than 17%, hitting the "20cm" limit in the session. As of the midday closing, Sungrow Power Supply Co.Ltd(300274) did not open the daily limit to 72.08 yuan / share, a new low in the past year.
According to the annual report issued by Sungrow Power Supply Co.Ltd(300274) last night, the company realized a net profit of 1.583 billion yuan attributable to shareholders of Listed Companies in 2021, a year-on-year decrease of 19.01%. The first quarterly report showed that the company achieved an operating revenue of 4.568 billion yuan, a year-on-year increase of 36.48%; The net profit was 411 million yuan, a year-on-year increase of 6.26%.
Sungrow Power Supply Co.Ltd(300274) also issued a suggestive announcement that the company's 284186 million restricted shares will be lifted, accounting for 1.91% of the company's current total share capital, and the listing and circulation date is Friday, April 22.
From the end of April 2020 to the end of July 2021, Sungrow Power Supply Co.Ltd(300274) share price soared from 9.34 yuan / share to 180.16 yuan / share, with a maximum increase of more than 18 times during the period. Since the end of October 2021, Sungrow Power Supply Co.Ltd(300274) share price has started to callback and has been halved so far.
For the reasons for the decline of net profit in 2021, Sungrow Power Supply Co.Ltd(300274) is not clearly stated in the 2021 annual report. However, at present, Citigroup and China International Capital Corporation Limited(601995) have both lowered Sungrow Power Supply Co.Ltd(300274) profit forecast, and the target price has been lowered to 123 yuan and 105 yuan respectively.
Contemporary Amperex Technology Co.Limited(300750) fell 6.29% in early trading, with a total market value of 961.6 billion yuan, falling below 1 trillion yuan for the first time in nearly 10 months.
There are market rumors that the profit of Contemporary Amperex Technology Co.Limited(300750) 2022 in the first quarter is expected to be less than 5 billion yuan due to the failure of timely transmission of the rise in the cost and price of lithium carbonate to the downstream. The agency expects that if it is true, the annual performance will be reduced to 25-28 billion yuan. As of press release, Contemporary Amperex Technology Co.Limited(300750) has not responded to this matter. It is reported that Contemporary Amperex Technology Co.Limited(300750) will disclose the annual report of 2021 on April 21 and the first quarterly report of 2022 on April 27.
Better Life Commercial Chain Share Co.Ltd(002251) 8 day 7 Board trading again
Better Life Commercial Chain Share Co.Ltd(002251) , one after another out of the "ground Sky sector" market, rose again this morning.
According to the data, after raising the closing sector the day before, today Better Life Commercial Chain Share Co.Ltd(002251) opened higher again and continued the trading trend. As of noon, it closed at 11.47 yuan / share, a new high in five months. From April 11 to now, Better Life Commercial Chain Share Co.Ltd(002251) has gained 7 daily limit in 8 trading days, with a cumulative increase of nearly 82%.
In terms of capital flow, Better Life Commercial Chain Share Co.Ltd(002251) received a net inflow of 687 million yuan in early trading, ranking first in the market. In the last 10 trading days, it received a net inflow of 8 trading days, with a cumulative net inflow of 2.25 billion yuan, ranking fifth in the market.
imf warns that the conflict between Russia and Ukraine raises the risk of financial stability
The International Monetary Fund (IMF) released the global financial stability report on the 19th, saying that the conflict between Russia and Ukraine has significantly tightened the global financial environment and increased the risk of financial stability. The report urges policymakers to take decisive action to curb rising inflation and address financial vulnerability. Tobias Adrian, director of the IMF's monetary and capital markets department, said in response to a Xinhua reporter's question at a media conference at the IMF and the world bank's spring meeting that at present, there is still a risk that the medium-term inflation expectation will significantly exceed the target level. It is necessary to tighten the financial environment to a certain extent, but it is necessary to avoid "disorderly tightening".