Follow up comments
On April 19, 2002, the Shanghai Composite Index closed at 319403 points, down 0.05%; The Shenzhen composite index closed at 1163332 points, down 0.50%. The Chongqing composite index, which we focus on, closed at 338471 points, down 1.07%; Sichuan composite index closed at 802805 points, down 0.18%. The top three stocks of Listed Companies in Sichuan and Chongqing are: Sichuan Fulin Transportation Group Co.Ltd(002357) ( Sichuan Fulin Transportation Group Co.Ltd(002357) , 9.95%), Sichuan Kexin Mechanical And Electrical Equipment Co.Ltd(300092) ( Sichuan Kexin Mechanical And Electrical Equipment Co.Ltd(300092) , 9.85%), Chengdu B-Ray Media Co.Ltd(600880) ( Chengdu B-Ray Media Co.Ltd(600880) , 8.21%). The 42 companies we focused on rose by an average of 0.40%, among which the top three stocks were: Chengdu Haoneng Technology Co.Ltd(603809) ( Chengdu Haoneng Technology Co.Ltd(603809) , 7.35%), Lier Chemical Co.Ltd(002258) ( Lier Chemical Co.Ltd(002258) , 5.55%), Chengdu Guibao Science & Technology Co.Ltd(300019) ( Chengdu Guibao Science & Technology Co.Ltd(300019) , 4.82%). By industry, the top three sectors in Sichuan and Chongqing are: social services (5.23%), basic chemical industry (2.45%) and transportation (2.30%).
According to the news released by Sichuan development and Reform Commission, in the first quarter of this year, 700 provincial key projects in Sichuan Province completed a total investment of RMB 2013.9 billion, with an annual investment completion rate of 31.6%, 6.6 percentage points higher than the timing progress. Among them, 454 continued projects have been steadily promoted, and some continued projects are expected to be put into operation or put into use within the year. Of the 246 new projects, 106 were started in advance in the first quarter, and most of the remaining 93 projects are expected to be started in the second quarter. The construction of Chengdu Chongqing twin city economic circle has been continuously promoted. A large number of construction projects have been started this year, continuously releasing the demand for infrastructure, and benefiting the infrastructure related industrial chain enterprises in Sichuan and Chongqing. In addition, with the successive construction of several planned industrial parks, it will lay a good foundation for the development of high-tech, new energy and other industries, and promote the rapid growth of related industries in Sichuan and Chongqing.
Industry dynamics
According to the data released by Chengdu Customs, in the first quarter of 2022, the total import and export value of goods trade in Sichuan reached 248.03 billion yuan, ranking the eighth in China, with a year-on-year increase of 26.2%, and the growth rate ranked the sixth in China. (China News Network)
According to the data of Sichuan Provincial Bureau of statistics, the total retail sales of social consumer goods in Sichuan Province in the first quarter was 591.7 billion yuan, a year-on-year increase of 5.1%. Among them, the catering revenue was 78.31 billion yuan, a year-on-year decrease of 1.5%; Retail sales of goods reached 513.39 billion yuan, an increase of 6.2%. (China News Network)
Company dynamics
Sichuan Kelun Pharmaceutical Co.Ltd(002422) ( Sichuan Kelun Pharmaceutical Co.Ltd(002422) ): the first quarter performance express of 2022 was released. In the first quarter of 2022, the company achieved an operating revenue of 4.482 billion yuan, a year-on-year increase of 7.97%, and a net profit attributable to shareholders of listed companies of 291 million yuan, a year-on-year increase of 66.09%. （ wind）
Chengdu Rainbow Appliance(Group) Shares Co.Ltd(003023) ( Chengdu Rainbow Appliance(Group) Shares Co.Ltd(003023) ): the annual report for 2021 was issued. In 2021, the company achieved an operating revenue of 242 million yuan, a year-on-year decrease of 15.98%, and a net profit attributable to shareholders of listed companies of 25 million yuan, a year-on-year decrease of 32.69%. （ wind）
Risk warning: the economic recovery is lower than expected and the risk of covid-19 outbreak.
