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exceeding 150 ten thousand bill closing CNOOC’s second day trading limit
In early trading on April 22, CNOOC opened higher and went higher, with strong trading limit. On the news side, on April 21, CNOOC landed in a shares, and “three barrels of oil” successfully joined a shares. On the first day of listing, it once triggered the temporary stop of 44% increase, but then the increase fell back and finally closed up 27.6%.
According to the issuance arrangement, CNOOC will use the “green shoe” mechanism in this issuance, that is, within 30 days of listing, the lead underwriter will buy shares in call auction at a price not higher than the issuance price according to the market conditions.
According to the annual report, CNOOC achieved oil and gas sales revenue of 222.1 billion yuan in 2021, a year-on-year increase of 59.1%; The net profit attributable to the shareholders of the parent company was 70.3 billion yuan, a year-on-year increase of 181.7%.
Tianfeng Securities Co.Ltd(601162) believes that as the cursor of scarce oil and gas and the largest offshore oil and gas producer in China, the company’s output is expected to maintain good growth. The company has achieved cost reduction for seven consecutive years, and reduced to a minimum of 26 US dollars / barrel of oil equivalent in 2020. In 2021, the cost increased slightly with the rise of oil price to 29.5 US dollars / barrel of oil equivalent. The barrel of oil cost is leading the industry and has a significant cost competitive advantage.
9th board Better Life Commercial Chain Share Co.Ltd(002251) once fell by the limit turnover exceeded 20 billion yuan
Opening on April 22, Better Life Commercial Chain Share Co.Ltd(002251) dived to the limit and then pulled up. In fact, since April 11, Better Life Commercial Chain Share Co.Ltd(002251) has gained 8 trading limits in 9 trading days.
In terms of news, the main business of Better Life Commercial Chain Share Co.Ltd(002251) is commodity retail business. In the first three quarters of last year, Better Life Commercial Chain Share Co.Ltd(002251) achieved a revenue of 10.544 billion yuan, a year-on-year decrease of 13.82%; The net profit attributable to the parent company was 172 million yuan, a year-on-year increase of 1.77%.
It is worth noting that on April 21, Better Life Commercial Chain Share Co.Ltd(002251) issued an announcement that Jiangsu Jingdong bangneng Investment Management Co., Ltd. reduced 16.1 million shares of the company on April 20, 2022, with a reduction ratio of 1.8636%.
On April 20, Better Life Commercial Chain Share Co.Ltd(002251) announced that Nyingchi Tencent reduced its holdings of about 8639100 shares of the company on April 19, 2022, with a reduction ratio of 1 Shenzhen Quanxinhao Co.Ltd(000007) %.
On April 19, Better Life Commercial Chain Share Co.Ltd(002251) issued an announcement that the board of directors of the company agreed to reduce the company’s repurchased shares (used for 12578500 shares necessary to maintain the company’s value and shareholders’ rights and interests), and the proportion of the proposed reduction in the total share capital was 1.456%. The reduction can be carried out after May 13, 2022.
shipping sector rises Nanjing Shenghang Shipping Co.Ltd(001205) , Xingtong shares limit Cosco Shipping Energy Transportation Co.Ltd(600026) and other big rises
The shipping sector rose on the 22nd. As of press time, Nanjing Shenghang Shipping Co.Ltd(001205) , Xingtong shares rose by the limit, Cosco Shipping Energy Transportation Co.Ltd(600026) , China Merchants Energy Shipping Co.Ltd(601872) , Ningbo Energy Group Co.Ltd(600982) , etc; The port sector also rose, Nanjing Port Co.Ltd(002040) , Sichuan Expressway Company Limited(601107) , Chongqing port, Beibu Gulf Port Co.Ltd(000582) , etc.
In terms of news, on April 21, Gao Feng, a spokesman of the Ministry of Commerce, said at a regular press conference that in order to help foreign trade enterprises cope with the impact of covid-19 pneumonia, the Ministry of Commerce, together with all localities and relevant departments, paid close attention to the implementation of foreign trade policies and measures, made great efforts to promote the dredging of air, railway and maritime logistics transportation congestion points, strengthened enterprise related services, and promoted the settlement of logistics, personnel flow and Foreign trade enterprises should make every effort to maintain a smooth and stable supply chain and resume production.
Next, the Ministry of Commerce will give further play to the role of the coordination mechanism for foreign trade and foreign investment, guide all localities to strengthen the service guarantee for foreign trade enterprises, study policies and measures to further promote the stable development of foreign trade, ensure the smooth blocking points, solve difficulties and eliminate pain points, make every effort to ensure the stability and smoothness of the supply chain of foreign trade industry chain, and strive to achieve the goal and task of maintaining the stability and improving the quality of foreign trade.
Some analysts pointed out that with the orderly resumption of work in Shanghai, in addition to the large-scale shipment of manufacturing industry, the originally blocked ports will also be gradually opened, which will gradually smooth the broken supply chain, and the already tight supply of container ship capacity may have a greater gap, pushing up the freight rate rebound.
favorable policies textile and garment sector pulled up strongly Shanghai Dragon Corporation(600630) , temus two board
In response to the favorable policies, the textile and garment sector rose strongly on the 22nd. As of press time, Jiangsu Hanvo Safety Product Co.Ltd(300952) , Rumere Co.Ltd(301088) 20cm limit Shanghai Dragon Corporation(600630) , Zhejiang Yingfeng Technology Co.Ltd(605055) , Zhejiang Sunrise Garment Group Co.Ltd(605138) , Aimer Co.Ltd(603511) , Zhejiang Truelove Vogue Co.Ltd(003041) , temus, Wuhu Fuchun Dye And Weave Co.Ltd(605189) , Sichuan Langsha Holding Ltd(600137) , Zhejiang Red Dragonfly Footwear Co.Ltd(603116) , etc. It is worth noting that Zhejiang Sunrise Garment Group Co.Ltd(605138) has increased the limit for three consecutive trading days, and Shanghai Dragon Corporation(600630) and temus have increased the limit for two consecutive trading days.
In terms of news, on April 21, the Ministry of industry and information technology and the national development and Reform Commission issued guidance on the high-quality development of industrial textiles industry. It is proposed that by 2025, the industrial added value of Enterprises above Designated Size will increase by about 6% annually, and 3-5 enterprises will enter the first echelon of industrial textiles in the world. The ability of scientific and technological innovation has been significantly improved. The R & D funds of key enterprises in the industry account for 3% of the main business income, the application of recycled fiber and biomass fiber accounts for 15%, the NC rate of key processes in nonwovens enterprises reaches 70%, intelligent manufacturing and green manufacturing have an obvious effect on improving the quality and efficiency of the industry, and the comprehensive competitiveness of the industry has been further improved.
It is proposed to support enterprises to accelerate technological transformation and develop high-end applications of products in medical and health, marine engineering, efficient filtration, safety protection and other fields. Make full use of technical standards, laws and regulations such as quality, energy consumption, safety production and environmental protection to eliminate backward production capacity. Support the merger and reorganization of advantageous enterprises and cultivate leading enterprises with outstanding innovation ability, ecological dominance and core competitiveness. Guide enterprises to deeply cultivate subdivided fields and cultivate specialized and new “little giant” enterprises. Strengthen multi-dimensional cooperation among large, medium and small enterprises to form a good industrial ecology.
Everbright Securities Company Limited(601788) pointed out that the growth trend of textile and clothing exports in the first quarter of 2022 was good, reflecting the continuous increase of overseas demand. In the future, we still need to pay attention to two aspects: first, the impact of the overseas epidemic is weakened, and the return trend of orders is gradually decreasing or entering normalization, testing the order retention ability of local enterprises; Second, the recent epidemic situation in China has spread in many places, which may adversely affect the normal production and logistics transportation of enterprises.
The agency said that in terms of downstream brand clothing, the end consumer demand still needs to pay attention to the epidemic, especially the progress of prevention and control in Shanghai and other places. It is expected that the retail data in March and April will be under pressure. At the same time, with the gradual easing of the epidemic, the retail end will be gradually repaired, and the second quarter is expected to be the low point of the whole year. In terms of target selection, on the one hand, it is recommended to pay attention to the sports clothing leaders with the valuation correction in place and the long-term logic is still clear, including Anta sports, Li Ning and Tebu international. On the other hand, it is also recommended to pay attention to the high-end sports fashion representatives Biem.L.Fdlkk Garment Co.Ltd(002832) , the leaders with long-term stable pattern and steady growth, etc.
the first batch of digital RMB online loans in China landed in Qingdao application scenarios were further expanded (with shares)
According to media reports, a few days ago, Ms. Huang and a hotel management enterprise in Qingdao respectively received a small loan based on consumption and business scenarios issued by Shandong Guosheng microfinance Co., Ltd. in digital RMB online, which marks that Guosheng small loan has jointly Industrial And Commercial Bank Of China Limited(601398) realized the full coverage of b-end and C-end financing scenarios of digital RMB.
Citic Securities Company Limited(600030) . Based on the characteristics of digital RMB, users’ payment habits and mobile payment market pattern may face the opportunity of reshaping. The active participation of various manufacturers is expected to bring more imagination to the promotion and application of digital RMB. Digital RMB has the technical conditions for cross-border use, and is expected to extend from retail to cross-border payment in the future, so as to strengthen the international competitiveness of RMB in combination with the first mover advantage. With the continuous promotion of digital RMB application, relevant industrial chains are expected to continue to benefit. It is suggested to pay attention to the service providers related to Hard Wallet manufacturing, supporting transformation of collection equipment & acceptance terminal, construction of commercial banking system and security technology.
Ping An Securities pointed out that the digital RMB is still in the early stage of rapid development, and grasp the investment opportunities of digital RMB from the two aspects of hardware equipment and software system. 1) A major feature of digital RMB is that it supports the payment of mobile phone NFC, bracelet wearable devices and other hardware. Hardware manufacturers may benefit from the improvement of the acceptance of digital RMB “Hard Wallet” and usher in more relevant orders to promote the improvement of performance. It is suggested to pay attention to Xgd Inc(300130) . 2) Software manufacturers may benefit from the huge demand brought by the upgrading of the financial system, especially the matching upgrading, to promote business growth; Recommend Yusys Technologies Co.Ltd(300674) , and pay attention to Shenzhen Sunline Tech Co.Ltd(300348) , Digital China Information Service Company Ltd(000555) .
personal pension system issued institutions believe that it is good for wealth management and asset management (with shares)
The opinions of the general office of the State Council on promoting the development of individual pensions were released on the 21st. The opinions stipulate that the individual pension shall implement the individual account system, and the contributions shall be fully borne by the participants and fully accumulated. The upper limit of individual pension payment is 12000 yuan per year, and the upper limit will be adjusted according to various factors in the future.
The opinion points out that the funds in the personal pension fund account are used to purchase financial products that meet the preferences of different investors and meet the requirements of safe, mature and stable operation, standardized target and long-term preservation, such as bank financial management, savings deposits, commercial endowment insurance and public funds, and the participants can choose independently.
Guotai Junan Securities Co.Ltd(601211) believes that the core purpose of the introduction of individual pension is to alleviate the pressure of pillar I and pillar II pension. China has initially established a three pillar old-age security system, but the overall development is still uneven. The scale mainly comes from the first pillar basic old-age insurance and the national social security fund, accounting for 78.7%; The proportion of enterprise annuity and occupational annuity in the second pillar is 17.3%, while the proportion of the third pillar is very low, only 0.002%. The launch of personal pension is an important milestone of the third pillar of pension, which is conducive to alleviating the pension pressure of the first and second pillars.
Under the influence of the preferential tax policy, people with an estimated monthly income of more than 10000 yuan (5000 yuan tax exemption + about 4000 yuan special deduction) are willing to reduce the tax base by participating in the individual pension policy. Assuming that the number of people with a monthly income of more than 10000 yuan is 20 million, of which 50% are willing to participate in personal pension, it will bring an annual increment of 120 billion yuan to the asset management industry. It is expected that wealth management institutions with investment advisory ability and institutions with asset management ability will take personal pension as a customer acquisition product, which is conducive to improving the repurchase rate, resulting in the improvement of management scale.
The introduction of individual pension policy will effectively enhance residents’ awareness of wealth management and asset management, and benefit the improvement of asset management scale of the industry. It is believed that the current wealth management institutions with strong investment consulting ability and institutions with asset management advantages will have more advantages. It is suggested to increase the holdings of Citic Securities Company Limited(600030) , China International Capital Corporation Limited(601995) and Huatai Securities Co.Ltd(601688) .
