On April 20, the Shanghai stock index fell in a weak shock, and then stopped falling and rebounded; The Shenzhen composite index also fell, once falling more than 1%; Gem refers to a weak trend, falling more than 2% and losing 2400 points; The half day transaction between the two cities was less than 500 billion yuan, and the net outflow of funds from the North was 3.66 billion yuan.
In early trading today, real estate, steel, oil, nonferrous metals, banking and other sectors fell across the board, dragging down the stock index; While Baijiu, beer, food and beverage, hotel catering, tourism, household appliances and other consumer segments rose, Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Tsingtao Brewery Company Limited(600600) and other stocks all rose, and Sanquan Food Co.Ltd(002216) gained two boards. Seed industry, smart government affairs, prefabricated vegetables and other themes performed brilliantly.
Contemporary Amperex Technology Co.Limited(300750) suffered a heavy setback. It once fell by more than 7% during the session, hitting a new low in this round of adjustment, and the market value fell below the trillion mark China Merchants Bank Co.Ltd(600036) continued the correction, falling nearly 2% in early trading, and the current market value is about 1.05 trillion.
consumer stocks rose collectively
Wine making and food and beverage stocks rose collectively. As of the noon closing, Yike food's "20cm" limit rose, while Weiwei shares, Anji Foodstuff Co.Ltd(603696) , Sanquan Food Co.Ltd(002216) , Shandong Huifa Foodstuff Co.Ltd(603536) , Kuaijishan Shaoxing Rice Wine Co.Ltd(601579) returned to above 1800 yuan.
It is worth noting that Sanquan Food Co.Ltd(002216) has continued to rise in recent days, with a cumulative rise of 38.3% since April 11, including a continuous rise in the limit on April 19 and April 20. The first quarter report of 2022 disclosed by the company yesterday showed that the company achieved an operating revenue of 2.343 billion yuan in the first quarter, a year-on-year increase of 0.49%; The net profit attributable to shareholders of listed companies was 261 million yuan, a year-on-year increase of 48.36%.
The company released its 2021 annual report on April 18. During the reporting period, the company achieved an operating revenue of 6.943 billion yuan, a year-on-year increase of 0.25%; The net profit attributable to shareholders of listed companies was 641 million yuan, a year-on-year decrease of 16.55%; The company plans to distribute a cash dividend of 2 yuan (including tax) to all shareholders for every 10 shares. It is worth noting that in the fourth quarter of 2021, the company achieved an operating revenue of 1.864 billion yuan, a year-on-year increase of 8.24%; Deducting non net profit of 241 million yuan, a year-on-year increase of 39.02%, a month on month increase of more than 300%, and the performance improved significantly.
The company said that in 2021, under the influence of overcoming the high base formed by the epidemic last year and the weak market in the second and third quarters, the company achieved a year-on-year increase of 8.24% in operating revenue in the fourth quarter and 39.02% in net profit attributable to shareholders of listed companies through continuous stock product and channel structure adjustment, product innovation and efficiency potential tapping, Next year, with the gradual release of the company's new channel layout and new product reserves, the business trend will be better.
Minsheng Securities pointed out that the current valuation of the company is 31 times lower than the overall valuation level of the frozen food sector in 22 years. The company is a leading company in the frozen industry. In 2022, it will focus on the development of new categories and the layout of new channels, with good medium and long-term growth.
Anji Foodstuff Co.Ltd(603696) has raised the limit for four consecutive trading days. The company issued a risk warning yesterday, saying that through self inspection, the company's daily business activities are normal. The operation, environment and industrial policies have not changed significantly, the production cost and sales have not fluctuated significantly, and the internal production and operation order is normal. Meanwhile, the company has not found any media reports or market rumors that may have a significant impact on the trading price of the company's shares. Except for the information disclosed by the company, there is no material information that should be disclosed but not disclosed. The company reminds investors to pay attention to the transaction risks in the secondary market and invest rationally.
For the food and beverage sector, Citic Securities Company Limited(600030) said that the valuation of the food and beverage industry has fallen to a reasonable range and some segments of the track are in a low valuation position due to the impact of negative factors such as the rebound of the epidemic, rising costs and weak demand in some regions. We are optimistic about the release of China's consumption power for a long time. After three years of complex business environment, the competitiveness and leading position of food leaders have been further consolidated and the long-term certainty has been improved.
auto parts stocks active again
five connected sector Ningbo Tianlong Electronics Co.Ltd(603266) split sector
Auto parts stocks were active again on the 20th. As of the noon closing, Zhejiang Tieliu Clutch Co.Ltd(603926) rose by the limit, Ningbo Tianlong Electronics Co.Ltd(603266) rose by 8.8%, Changshu auto rose by about 7%, and Jiangsu Olive Sensors High-Tech Co.Ltd(300507) rose by more than 6%. It is worth noting that Ningbo Tianlong Electronics Co.Ltd(603266) intraday trading was limited for five consecutive trading days, but then opened quickly.
Ningbo Tianlong Electronics Co.Ltd(603266) yesterday issued a risk warning that the short-term increase of the company's stock was significantly higher than that of the industry and the rising index in the same period, and there was a risk of overheating market sentiment. There is no major change in the fundamentals of the company, and there is no major information that should be disclosed but not disclosed. Please pay attention to the trading risks in the secondary market, make rational decisions and invest prudently.
According to the company's self inspection, the current covid-19 pneumonia epidemic in Shanghai, Langfang, Changchun and other places and the corresponding sealing and control measures have resulted in the reduction of auto parts customer orders, logistics and personnel restrictions and other factors, which have had an impact on the company's production and operation activities in the near future. In addition, the company's internal and external business environment and industrial policies have not changed significantly, and there are no major events affecting the abnormal fluctuation of the company's shares. The company is mainly engaged in mold, injection molding and assembly business. It is a secondary supplier in the auto parts industry. The upstream customers are mainly auto parts companies and do not directly supply auto manufacturers. The products are mainly used for automobile parts and electrical appliances. At present, the main source of income of the company is still the auto parts of traditional fuel vehicles, the proportion of new energy vehicle business is very small, and the fundamentals of the company have not changed significantly.
The company's business does not involve tire pressure testing related products. Wuhan feien Microelectronics Co., Ltd. is a joint-stock company of the company. Up to now, the company holds about 5.8% of its equity, which is very small and is not included in the scope of the company's consolidated statements. In addition, the company has not found any media reports or market rumors that need to be clarified or responded; The company has not found any other major events that may have a great impact on the company's share price; Except for the information disclosed by the company, there is no other material information that should be disclosed but not disclosed. The information disclosed by the company in the early stage does not need to be supplemented or corrected.
For the auto parts sector as a whole, industry insiders said that boosted by the expectation of resumption of work and production in Shanghai, the parts sector rose, and the market attention rebounded. Huachuang Securities said that it is optimistic about the opportunity of re layout of auto parts in the second quarter of 2022. The expectation of high growth rate of the sector in the second half of the year remains unchanged. The expectation of increasing the volume and price of Chinese auto parts due to the improvement of global competitive advantage in the medium and long term remains unchanged. The short-term raw materials and the impact of the epidemic bring the opportunity of undervaluation allocation.
China strengthens the construction of digital government
smart government concept outbreak
The concept of smart government affairs rose strongly in intraday trading on the 20th. As of midday closing, Huashi technology, Beijing Join-Cheer Software Co.Ltd(002279) , Inesa Intelligent Tech Inc(600602) , Shenzhen Infinova Limited(002528) , Servyou Software Group Co.Ltd(603171) and other trading limits, Ucap Cloud Information Technology Co.Ltd(688228) , Hengfeng Information Technology Co.Ltd(300605) rose by more than 7%.
On the news, the 25th meeting of the Central Committee for comprehensively deepening reform held on April 19 considered and adopted the guiding opinions on strengthening the construction of digital government. The meeting pointed out that we should use digital reform to help the transformation of government functions, comprehensively promote the intensive construction, interconnection and collaborative linkage of government application systems in various industries and fields, give full play to the important supporting role of digitization in the government's performance of economic regulation, market supervision, social management, public services, ecological environment protection and other functions, and build a collaborative and efficient government digital performance capacity system. We should strengthen the concept of system, improve the scientific and standardized system of digital government construction, promote the efficient sharing and orderly development and utilization of data in accordance with laws and regulations, comprehensively promote technology integration, business integration and data integration, and improve the collaborative management and service level of cross level, cross region, cross system, cross department and cross business.
Some institutions predict that the scale of government informatization market will reach 520 billion yuan in 2025. In the context of the continuous growth of the demand for government informatization, the industry's demand for software and services is growing. Minsheng Securities said that the high-level meeting focused on the development of digital economy and pointed out the key development directions of digital government, natural resource management and financial information and innovation. In the future, the construction of relevant fields is expected to accelerate, the prosperity is expected to improve, and key enterprises are expected to continue to benefit.
Contemporary Amperex Technology Co.Limited(300750) hit a new low in adjustment
market value falls below trillion mark
Contemporary Amperex Technology Co.Limited(300750) ( Contemporary Amperex Technology Co.Limited(300750) ) opened low and went low on the 20th, with a sharp intraday drop of more than 7% to 407.2 yuan. The share price hit a new low in this round of adjustment, and the market value fell below the trillion mark. As of noon closing, the stock was reported at 412.56 yuan, down 6.29%, with the latest market value of 961.6 billion yuan.
The annual performance forecast of 2021 disclosed by the company on January 28 shows that the net profit attributable to shareholders of Listed Companies in 2021 is expected to be 14-16.5 billion yuan, with a year-on-year increase of 150.75% - 195.52%; The company said that the increase in performance in 2021 compared with the same period of last year was mainly due to the increase in the market penetration of new energy vehicles and energy storage in 2021, which led to the growth of battery sales; The company has made progress in market development, released new production capacity and increased production and sales accordingly; The company strengthened cost control and reduced the proportion of expenses in revenue. The company's annual report will be officially disclosed on April 22.
It is worth noting that Contemporary Amperex Technology Co.Limited(300750) has pulled back all the way since hitting a record high of 692 yuan on December 3, 2021. Today, it was as low as 407.2 yuan, with a range decline of 40%.
At that time, Soochow Securities Co.Ltd(601555) pointed out that the company's stock price was wrongly killed due to various rumors recently, and the valuation was corrected to the bottom of history. 2022 is a big year for the global sales of electric vehicles and energy storage, and the company has sufficient orders. It is expected that the global share will further increase to 35% +, and the shipment volume and performance are expected to continue to double. The current valuation is obviously underestimated. Considering the high growth of the company in 2022 and the global power battery longyi, the customer, technology and cost are all in the lead, and the long-term advantages are prominent, the company is given a certain valuation premium, 70 times PE in 2022, and the target price is 905.8 yuan.
Citic Securities Company Limited(600030) also said that the company's fundamentals are still strong. In terms of market share, the company's global and Chinese market share in 2021 were 32.6% and 52.4% respectively. It has maintained the first position in the world for five consecutive years, and the leading position is expected to be maintained. It is estimated that in 2022, the sales volume of new energy vehicles in China / around the world will be 5.5 million and 9.62 million respectively, and the corresponding power battery demand will be 286gwh and 500gwh respectively. Superimposed on the rapidly growing demand of the energy storage industry, the demand side of the industry will remain strong, the company's capacity will be released rapidly, and the breakthrough of overseas power batteries and energy storage batteries is expected to be accelerated. In the field of technology, the company has successively released structural innovative technologies such as CTP, CTC and a + B, as well as new technical solutions such as sodium ion battery and power exchange, so as to continue to lead the development of the industry.
China Merchants Bank Co.Ltd(600036) fell nearly 12% in three days
China Merchants Bank Co.Ltd(600036) continued to decline today, with the lowest intraday price of 40.9 yuan. As of the noon closing, the stock fell 1.85% to 41.32 yuan. So far, the stock has fallen nearly 12% in the past three days, with the latest market value of about 1.05 trillion.
China Merchants Bank Co.Ltd(600036) 18 announced that the company held a meeting in the form of remote video teleconference on April 18. The meeting deliberated and approved the proposal on the removal of Mr. Tian Huiyu, and agreed to remove Tian Huiyu from the posts of China Merchants Bank Co.Ltd(600036) president and director, and appoint another person. The removal of the President shall take effect from the date of deliberation and approval by the board of directors. The removal of directors will be submitted to the general meeting of shareholders of the company for deliberation. At the same time, the proposal on the adjustment of Mr. Wang Liang's responsibilities was deliberated and passed, and it was agreed that Wang Liang would preside over the China Merchants Bank Co.Ltd(600036) work, which will take effect from the date of deliberation and adoption by the board of directors. It is reported that Tian Huiyu will serve as deputy director (Executive) of the Executive Committee of China Merchants financial business group / platform and vice chairman of China Merchants financial group (Assistant to the general manager of the group).
In this regard, Anxin Securities pointed out that although the personnel change happened suddenly, considering that Tian Huiyu is still expected to have job arrangement in China Merchants Group, and the board of directors of China Merchants Bank also agreed to remove Mr. Tian Huiyu from the posts of China Merchants Bank Co.Ltd(600036) president and director, the subsequent China Merchants Bank Co.Ltd(600036) is expected to have little substantive impact, and its operating performance is expected to be stable. From the perspective of fundamentals, due to the decisive measures taken by the board of directors of the company, it is expected that the personnel change will have little impact on China Merchants Bank Co.Ltd(600036) fundamentals. From the perspective of stock price, liquidity, macroeconomic expectations and emergencies will affect the short-term stock price trend. The change of China Merchants Bank Co.Ltd(600036) president may increase the short-term fluctuation of the company's stock price; However, in the medium and long term, the stock price is basically determined by fundamental factors. It is expected that the core competitiveness of China Merchants Bank will not change, and the medium and long-term investment value will be prominent.
In addition, Everbright Securities Company Limited(601788) opened more than 5% lower today. As of noon closing, the stock fell 3.64% to close at 11.91 yuan.
Everbright Securities Company Limited(601788) yesterday announced that the board of directors of the company received the resignation report of chairman Yan Jun on April 19, 2022. Due to job adjustment, Yan Jun resigned as chairman, director and convener of the strategy and Development Committee of the board of directors. Yan Jun has confirmed that he has no disagreement with the board of directors of the company, and there are no other matters that need to be notified to shareholders due to resignation. On the same day, the board of supervisors of the company received the resignation report of Mr. Liu Jiping, the chairman of the board of supervisors. Due to work adjustment, Liu Jiping resigned as the chairman of the company's supervisor, supervisor and member of the governance supervision committee of the board of supervisors. Liu Jiping has confirmed that he has no disagreement with the board of supervisors of the company, and there are no other matters that need to be notified to shareholders due to resignation.
The announcement also said that the company took note of the relevant reports of some media on other senior managers of the company. At present, other senior managers of the company have not changed, and the operation and management of the company is normal. The new chairman and supervisor are being selected. The company will perform the corporate governance procedures as soon as possible in accordance with the requirements of relevant laws and regulations and the articles of association.
