On April 21, the A-share market fell violently, the Shanghai index fell below 3100 points, and the Shenzhen Component Index and gem index hit a new low in this round of adjustment. Basic chemical industry, steel, agriculture, forestry, animal husbandry and fishery sectors led the decline, while non bank finance, beauty care and banking sectors fell slightly. More than 4400 stocks fell, 118 stocks fell by the limit, and bull stocks Better Life Commercial Chain Share Co.Ltd(002251) rose by the limit again today, with 8 limits in nearly 9 trading days.
As of the close, the Shanghai Composite Index, Shenzhen Composite Index and gem index fell 2.26%, 2.70% and 2.17% respectively. The turnover of the two markets exceeded 850 billion yuan, including 396542 billion yuan in Shanghai and 459813 billion yuan in Shenzhen.
According to wind data, as of the close of the 21st, the total market value of A-Shares was 81.08 trillion yuan. Excluding the market value of new shares such as CNOOC listed today, it decreased by 2.08 trillion yuan compared with yesterday.
On the aspect of capital, the northward capital bucked the market and made a bottom reading, with a net inflow of 911 million yuan throughout the day, including a net inflow of 612 million yuan from the Shanghai Stock connect and 299 million yuan from the Shenzhen Stock connect.
an institution invested more than 700 million to buy CNOOC
CNOOC A shares were listed today, closing at 13.79 yuan, up 27.69% for the whole day, and the highest intraday rise was 15.55 yuan, with a maximum increase of 44%. CNOOC issued new shares at a price of 10.8 yuan. In the previous IPO, online investors gave up subscribing for about 22.426 million shares. If calculated according to the closing price, those who abandon the purchase earn 67.054 million yuan less. If calculated according to the highest intraday price, those who abandon the purchase earn 107 million yuan less.
Some people abandoned the purchase and some bought a large amount on the first day of listing. After hours on April 21, CNOOC’s Dragon and tiger list disclosed by the Shanghai Stock Exchange showed that on the same day, the three institutional seats bought a total of 1.178 billion yuan, of which the institutional seats living in buy one bought more than 700 million yuan, far ahead; The total sales of special seats for three institutions was 220 million yuanP align = “center” source: website of Shanghai Stock Exchange
As of 5:40 p.m. on the 21st, CNOOC ranked first in the popularity of the stock bar.
index rose three straight lines in the afternoon
Nanjing Securities Co.Ltd(601990) one minute to the daily limit
Today, only 333 stocks rose in Shanghai and Shenzhen, of which 41 stocks rose by the limit; The number of falling stocks was 4338, and 118 stocks fell by the limit, which reached a new high in nearly a month. In addition, all 83 stocks of Beijing stock exchange fell, and more than 4400 A shares fell today.
Shenwanyi industry fell across the board, while non bank finance, beauty care and banking industries fell slightly, down 0.10%, 0.18% and 0.31% respectively; Basic chemical industry, iron and steel, agriculture, forestry, animal husbandry and fishery industries led the decline, down 4.65%, 4.64% and 4.51% respectively.
This afternoon, the three major indexes showed three obvious synchronous straight-line rises. Taking the Shanghai index as an example, they occurred at 13:04-13:06, 13:13-13:15 and 13:27-13:30 respectively, but failed to stop the market decline. The Shanghai index fell below 3100 points, and the Shenzhen Component Index and gem index reached a new low. The intuitive observation on the aspect of capital is that at the same time point, the net inflow of capital in the north direction is straight-line, once the net inflow exceeds 2 billion yuan, and finally the net inflow throughout the day is 911 million yuan.
While the three major indexes showed three straight-line rises in the afternoon, various industry sectors also pulled up at the same time point in the afternoon. Take non bank finance as an example, that is, the impulse rise at the same time point, and the Shenwan non bank financial industry once rose nearly 2%.
Minsheng Holdings Co.Ltd(000416) in the non bank financial industry rose to the trading limit in a straight line in 4 minutes from 13:11 to 13:15, and the trading limit remained at the closing Nanjing Securities Co.Ltd(601990) at 13:05-13:06, it took only one minute to pull from the rise of 5.25% to the daily limit, but the daily limit was not closed, and finally closed up 6.84%.
In the afternoon, the index rose three times in a straight line. Analysts said that there were large funds to tentatively bargain hunting today.
Better Life Commercial Chain Share Co.Ltd(002251) 9 tian8 board
institutions sold nearly 300 million yuan
The total share exchange rate of the sector fell by 25.06% in the recent trading day, with the total share exchange rate of the sector falling by 25.07%. On April 19, Better Life Commercial Chain Share Co.Ltd(002251) once staged the trend of “Earth Sky board”. In the past nine trading days, Better Life Commercial Chain Share Co.Ltd(002251) 8 degree limit rose, with a cumulative increase of 100%.
Judging from the situation of Better Life Commercial Chain Share Co.Ltd(002251) today’s Dragon and tiger list, Dongxing Securities Corporation Limited(601198) Jinjiang Heping Road business department bought 72.85 million yuan and sold 55.04 million yuan, with a net purchase of 17.81 million yuan. The seats of the four institutions were sold a total of 291 million yuanP align = “center” source:
Public information shows that Better Life Commercial Chain Share Co.Ltd(002251) ‘s main business is supermarkets and department stores, and the service areas are Hunan, Guangxi, Jiangxi and Sichuan. Recently, Better Life Commercial Chain Share Co.Ltd(002251) as a “concept stock of prefabricated dishes” has been greatly promoted. Earlier, on January 14, Better Life Commercial Chain Share Co.Ltd(002251) replied to investors on the interactive platform that the company had master dishes (net side dishes) in operation; Prefabricated cooked products include sushi, rice balls, boxed meals, pickles and pastries. The packaged single dishes are jointly produced with congchu and Peng Jifang.
After the sharp rise, on April 20, Better Life Commercial Chain Share Co.Ltd(002251) announced that the company had recently received a notification letter from the shareholder of Nyingchi Tencent holding more than 5%. Nyingchi Tencent reduced its holdings of 8.6391 million shares of the company through block trading on April 19, with a reduction ratio of 1% and an average reduction price of 9.75 yuan / share. Rough calculation, the cash reduction of Linzhi Tencent is about 84.23 million yuan.
After this equity change, Nyingchi Tencent holds Better Life Commercial Chain Share Co.Ltd(002251) 43195 million shares, accounting for 4999993% of the total share capital of the company. Nyingchi Tencent is no longer the shareholder holding more than 5% of the company. According to the announcement, Nyingchi Tencent will not rule out the possibility of increasing or reducing its shares in the company in the next 12 months.
In addition, on April 18, Better Life Commercial Chain Share Co.Ltd(002251) announced that the company planned to reduce the shares repurchased by the company (used for 12578500 shares necessary to maintain the company’s value and shareholders’ rights and interests), which can be reduced only after May 13, 2022. According to the previous announcement, the average price of Better Life Commercial Chain Share Co.Ltd(002251) repurchase is 7.95 yuan / share. Based on today’s closing price, the floating profit ratio of Better Life Commercial Chain Share Co.Ltd(002251) repurchase shares is 58.74%.
A-Shares have outstanding allocation value
As for the reasons for today’s market decline, Hu Po, manager of Rongzhi investment fund under paipai.com, said that the market was originally depressed recently, and then A-Shares have been greatly adjusted under the impact of multiple negative factors: the recent frequent issuance of new shares in the market has had an impact on the market liquidity; The recent performance of the annual report of growth stocks was lower than the market expectation, which caused investors to worry about negative factors at the performance level; The enthusiasm of the whole market is difficult to sustain. The funds are concentrated in some small sectors to keep warm, and the hot spots are not sustainable. The expectation of interest rate reduction has failed, killing the enthusiasm of the whole market to do more; Under the repeated epidemic, the market is worried about the smooth industrial chain and logistics.
Hu Po also said that the market has been fully adjusted, with obvious regional characteristics at the bottom. Short-term pessimism does not affect the investment value of a shares. At present, we can actively layout after patiently waiting for liquidity problems and tail risks to be fully exposed.
Wang Lei, director of Jurong asset investment, said that in the medium and long term, the stock market valuation is in the bottom range and the allocation value is prominent.
China Securities Co.Ltd(601066) Securities believes that the market is in the medium-term U-shaped bottom construction period, and still faces some challenges and pressures in the short term. The tone and configuration focus on wait-and-see and defense, and specific industries focus on: banking, agriculture, public utilities, real estate chain, CXO, military industry, etc.
