Chief of investment strategy: now is the end! The rebound of “ningwang” lifted the limit tide

In the morning trading on April 22, the three major A-share indexes continued to fluctuate after opening low, and the decline narrowed near the midday closing. From the perspective of the sector, the release of favorable policies promoted the textile and garment sector to set off a wave of price limit, and the insurance and banking sectors in the big finance rose together.

CNOOC, which was listed yesterday, rose the limit again this morning. The performance of Contemporary Amperex Technology Co.Limited(300750) in the annual report exceeded the expectation and rebounded by more than 2% in the morning. Recently, Better Life Commercial Chain Share Co.Ltd(002251) rose and fell back after gaining multiple limit boards, and fell the limit for a time.

Zhang xiafa, chief of investment promotion strategy, said in his circle of friends that A-Shares are now the bottom of the market, and said that “even if you hit your face, you will stand up straight” and “the way of stocks is that people abandon me”.

Source: Network

According to China Central Television News, on the 22nd local time, the Russian federal air transport agency said that the United States may refuse to provide global positioning system (GPS) navigation services for Russian and Chinese airlines. Therefore, it is suggested that airlines should be prepared to fly in the absence of GPS system support.

In his speech on the 21st local time, Ukrainian President Zelensky warned Russia that any attempt to annex would lead to sanctions and would make Russia as poor as after the civil war in 1917.

textile and garment sector raises the limit

Boosted by the favorable policy news, the textile and garment sector bucked the trend and set off a trading tide this morning.

According to the data, as of the midday closing, the textile and clothing sector rose by more than 2%, Jiangsu Hanvo Safety Product Co.Ltd(300952) Rumere Co.Ltd(301088) Hangzhou Wensli Silk Culture Co.Ltd(301066) Hangzhou Wensli Silk Culture Co.Ltd(301066) more than 10 stocks including .

On the news, on April 21, the Ministry of industry and information technology and the national development and Reform Commission jointly issued guidance on the high-quality development of the industrial textile industry, which defined the basic principles, development objectives, key tasks and key field improvement actions of the industrial textile industry, and proposed to support enterprises to build innovation platforms such as national key laboratories, and encourage scientific research institutes, universities and enterprises to strengthen cooperation, Promote technology research and development and achievement transformation.

On the same day, the above two ministries and commissions also jointly issued guidance on the high-quality development of the chemical fiber industry, proposing to form a number of leading enterprises with strong competitiveness by 2025, build a high-end, intelligent and green modern industrial system, and build a chemical fiber power in an all-round way.

Boosted by the above news, chemical fiber stocks also performed well this morning. As of the midday closing, the limit of Chtc Helon Co.Ltd(000677) rose, and the limit of Nanjing Chemical Fibre Co.Ltd(600889) rose by more than 8%. Wankai new material, Zhejiang Huilong New Materials Co.Ltd(301057) Beijing Tongyizhong New Material Technology Corporation(688722) .

For the textile and clothing sector, Guosen Securities Co.Ltd(002736) believes that the epidemic has had a significant negative impact on the fundamentals and valuation of the sector since mid March, but it does not affect the potential improvement of medium and long-term high-quality local sports brands and the growth prospects of the industry. Companies with the advantage of share improvement still have the advantage of growth, and are optimistic about the fundamentals and the opportunity of valuation rebound under the background of historical low valuation.

banking and insurance sectors strengthened again

In early trading, the banking and insurance sectors in the large financial sector made continuous efforts. According to the data, as of the midday closing, the banking sector ranked second among the 31 shenwanyi industries with an increase of 1.78%, with Bank Of Chengdu Co.Ltd(601838) rising by more than 4%, and Bank Of Jiangsu Co.Ltd(600919) , Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) , Sunong commercial bank, Bank Of Nanjing Co.Ltd(601009) , China Merchants Bank Co.Ltd(600036) , etc. collectively rising by more than 3%.

In the insurance sector, the five listed insurance companies rose collectively in early trading. As of midday closing, New China Life Insurance Company Ltd(601336) rose 2.93%, China Life Insurance Company Limited(601628) rose 2.59%, The People’S Insurance Company (Group) Of China Limited(601319) rose 1.81%, China Pacific Insurance (Group) Co.Ltd(601601) rose 1.78%, Ping An Insurance (Group) Company Of China Ltd(601318) rose 1.17%.

For the banking sector, China Post Securities believes that the policy will help consolidate the fundamentals of banks. The steady growth policy in the second quarter will become the driving force for the performance of the banking industry in the next stage. Relevant stocks with high growth, high-quality assets and deep business moat are expected to receive more market attention.

For the insurance sector, the most noteworthy thing is the landing of the individual pension system. In the view of Huachuang securities, listed insurance companies in the insurance industry actively layout the field of health and pension, which helps to further strengthen their competitive advantage. It is suggested to focus on high-quality insurance companies that continue to layout in the insurance + pension sector.

440 billion leading stocks rise again Contemporary Amperex Technology Co.Limited(300750) stock price rebounds

From the perspective of popular stocks in the market, CNOOC, which was listed yesterday, raised the closure shortly after the opening today. As of the noon closing, its A-share price was reported at 15.17 yuan / share, and the total market value of A-share rose to 444.6 billion yuan. CNOOC Hong Kong shares rose and fell today, rising 0.74% as of press time.

Boosted by the sharp increase in performance, the share price of Contemporary Amperex Technology Co.Limited(300750) rebounded by more than 2% in early trading, closing at 417.50 yuan / share by midday, and the total market value increased to 973.1 billion yuan.

Last night, Contemporary Amperex Technology Co.Limited(300750) released the annual report of 2021. During the reporting period, the company achieved an operating revenue of 130356 billion yuan, a year-on-year increase of 159.06%; The net profit attributable to listed companies was 15.931 billion yuan, a year-on-year increase of 185.34% Contemporary Amperex Technology Co.Limited(300750) also announced that it plans to invest in the construction of Xiamen times new energy battery industry base project in Xiamen, Fujian Province, with a total investment of no more than 13 billion yuan. The construction content is the production line of power battery system and energy storage system.

Better Life Commercial Chain Share Co.Ltd(002251) today, which has been trading for several trading days, opened higher and fell rapidly. It once fell to the limit during the session. As of the noon closing, the decline narrowed to 7.69% to 11.65 yuan / share. From April 11 to 21, Better Life Commercial Chain Share Co.Ltd(002251) 9 trading days saw a total increase of 100%.

Russian federal air transport agency said

the United States may refuse to provide GPS services for Russian Airlines

On the 22nd local time, the Russian federal air transport agency said that the United States may refuse to provide global positioning system (GPS) navigation services for Russian Chinese airlines. Therefore, it is suggested that airlines should be prepared to fly in the absence of GPS system support.

a fire in a scientific research institute of the Russian Ministry of defense killed 7 people

On April 21 local time, according to a source quoted by Tass news agency, the fire at the air and Space Forces Research Institute affiliated to the Russian Ministry of defense in rostville has killed seven people. At present, the fire at the scene has been basically extinguished. According to statistics, the burned area exceeds 2500 square meters.

Zelinski warned Russia with Western sanctions:

Any attempt to swallow Russia will fall into poverty

In his speech on the 21st local time, Ukrainian President Zelensky warned Russia that any attempt to annex would lead to sanctions and would make Russia as poor as after the civil war in 1917.

“I want to put it bluntly: no ‘Kherson people’s Republic’ will succeed. If someone wants a new annexation, it will only lead to new and strong sanctions against Russia. You will plunge your country into poverty that Russia has never had since the civil war in 1917. So it’s best to seek peace now.” Zelinski said.

The report mentioned that zelenski also thanked the United States for its additional support and the support given by the prime ministers of Spain and Denmark when they arrived in Kiev.

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