Today (April 26), A-Shares rose and fell, and the diving accelerated in the late trading. The three major stock indexes fell across the board, especially the Shanghai index fell below 2900 points. On the disk, in terms of industry, engineering construction, cement building materials, wine making, games, medicine and commercial department stores are relatively strong; Textile and garment, coal, securities, insurance, chemical raw materials, computer equipment, shipbuilding, auto parts, non-ferrous metals and other industries led the decline. In terms of theme stocks, heparin concept, tax rebate store, underground pipe network, super brand and other stocks rose slightly; Transgenic, human brain engineering, brokerage concept, depreciation benefit, Import Expo and other declines were higher.
first quarter results under pressure securities sector fell sharply Chinalin Securities Co.Ltd(002945) , Guoyuan Securities Company Limited(000728) , etc.
The 26 day intraday session of the 26 day day sector of the 26 day sector of the 26 day day sector of the 26 day sector of the 26 day sector of the 26 day sector of the 26 day sector of the 26 day sector of the 26 day sector of the 26 day day sector of the 26 day sector of the 26 day sector of the sector of the 26 day sector of the 26 day sector of the 26 day sector of the 26 day sector of the 26 day sector of the 26 day sector of the 26 day sector of the 26 day sector of the 26 day of the 26 day sector of the sector of the securities trader sector of the 26 day sector of the 26 day sector of the sector of a sharp fall, with the Hongda Xingye Co.Ltd(002002) Zhejiang Anglikang Pharmaceutical Co.Ltd(002940) 0294 Chinalin Securities Co.Ltd(002945) , Citic Securities Company Limited(600030) and others also fell sharply.
Recently, the performance reports disclosed by a number of securities companies showed that the net profit performance in the first quarter was poor The first quarter report of 2022 disclosed on Huaxi Securities Co.Ltd(002926) 25 shows that during the reporting period, the company achieved a total operating revenue of 439 million yuan, a year-on-year decrease of 54.03%; The net profit attributable to the shareholders of the listed company was a loss of 170 million yuan, a year-on-year decrease of 152.96%.
On the same day, the 2021 annual report disclosed by the company showed that in 2021, the company realized an operating revenue of 5.122 billion yuan, a year-on-year increase of 9.38%; The net profit attributable to shareholders of listed companies was 1.632 billion yuan, a year-on-year decrease of 14.11%.
China Post Securities pointed out that under the background of the increasing market concentration of head securities companies, the head performance is still not optimistic. Combined with the continuous decline of the stock market and the influence of external negative factors, it is expected that the performance of the securities industry in the first quarter of this year will be under overall pressure, and individual stocks may have performance differentiation.
textile and garment sector fell sharply Shanghai Dragon Corporation(600630) , temus and other more than 30 shares fell by the limit
The RMB exchange rate stopped falling and rebounded, putting pressure on the textile and garment sector. In today’s session, textile and clothing fell sharply, Hunan Mendale Hometextile Co.Ltd(002397) , Shanghai Metersbonwe Fashion&Accessories Co.Ltd(002269) , Fujian Fynex Textile Science & Technology Co.Ltd(600493) , Shanghai Sanmao Enterprise (Group) Co.Ltd(600689) , Shandong Ruyi Woolen Garment Group Co.Ltd(002193) , Shanghai Dragon Corporation(600630) , temus and other more than 30 shares fell by the limit.
On the news, on April 25, the official website of the people’s Bank of China announced that in order to improve the utilization capacity of foreign exchange funds of financial institutions, the people’s Bank of China decided to reduce the foreign exchange deposit reserve ratio of financial institutions by 1 percentage point from May 15, 2022, that is, the foreign exchange deposit reserve ratio from the current 9% to 8%.
After the news that the people’s Bank of China lowered the foreign exchange deposit reserve ratio of financial institutions landed, the RMB rebounded rapidly against the US dollar. Among them, the onshore RMB rose sharply against the US dollar and quickly recovered the three levels of 6.57, 6.56 and 6.55. In early trading today, the onshore RMB exchange rate against the US dollar once recovered the 6.53 mark.
Insiders said that recently, disturbed by multiple factors, the global foreign exchange market fluctuated abnormally, and the fluctuation of RMB exchange rate increased for several consecutive days. The central bank appropriately adjusted the foreign exchange deposit reserve instrument according to the market situation, which can increase the foreign exchange supply, adjust the foreign exchange supply and demand, and promote the market balance.
Rise in the market! More performance support outside the news epidemic rebound is expected
In the last week of April, on the first trading day, the Shanghai index fell below 3000 points under the cross influence of internal and external uncertainties. Today, the main indexes continued to fluctuate. Compared with the cold market, the main line of large consumption is stronger today, especially the concept stocks of duty-free stores are stronger against the market today, Guangzhou Grandbuy Co.Ltd(002187) , Zhongbai Holdings Group Co.Ltd(000759) , Nanning Department Store Co.Ltd(600712) , Fujian Dongbai (Group) Co.Ltd(600693) closed the limit, Guangzhou Lingnan Group Holdings Company Limited(000524) , Wangfujing Group Co.Ltd(600859) , China Tourism Group Duty Free Corporation Limited(601888) .
In terms of news, yesterday, the general office of the State Council issued the opinions on further releasing consumption potential and promoting the sustainable recovery of consumption, which proposed to promote the healthy and sustainable development of consumption platforms. Accelerate the cultivation and construction of international consumption center cities. It also mentioned the need to improve the policy of duty-free shops in the city and plan to build a number of duty-free shops in the city with Chinese characteristics Citic Securities Company Limited(600030) said that they tend to think that this is the continuation of the policy after the national Standing Committee deployed and improved the policies related to the import and export of consumer goods on April 28, 2015 and actively attracted the return of consumption. The duty-free shops in the city are the key point for China’s tax-free policy to open to the Chinese people and really play a role in attracting the return of consumption.
With regard to the general direction of tax-free track configuration, Citic Securities Company Limited(600030) believes that the operators of duty-free stores are most likely to receive support from tax-free operators and local government related enterprises with tax-free business licenses. Due to the high operating requirements of duty-free stores and the key advantages of supply chain and operation management, stores in Beijing, Shanghai, Guangzhou and other cities with a large number of international tourists will have the most business value. However, based on the existing information, it is judged that the policy optimization of urban stores will also be based on the premise of leaving the country. Therefore, the time node of policy implementation still depends on the impact of the epidemic, and the policy effect is relatively long-term.
yuancosmos summit is approaching favorable policies have been implemented one after another industrial yuancosmos has become an important cut-off point which targets are expected to benefit
Recently, it is reported that the 2022 World meta universe conference hosted by China simulation society will be held in the way of offline and online combination in Beijing National Convention Center from May 23 to 25 this year. With the theme of “great era, great ecology and great integration”, the conference aims to build a multilateral win-win platform for the docking of government, industry, learning, research, experience and capital, exchange the development trend of cutting-edge technologies of metauniverse, display the scientific and technological achievements and interactive experience of metauniverse ecological chain, and promote the healthy and orderly development of metauniverse industry.
Yuancosmos has been a hot word in recent years. Since the concept fire last year, many consumer fields such as virtual goods, NFT, virtual human and 3D advertising have developed rapidly. Recently, Huangpu District and Guangzhou Development Zone of Guangzhou held a press conference on the innovation and development of meta universe, at which the measures of Huangpu District and Guangzhou Development Zone of Guangzhou to promote the innovation and development of meta universe (hereinafter referred to as “10 articles of meta universe”), which focuses on cultivating industrial meta universe, digital virtual human, digital art trading and other fields reflecting the development trend of meta universe, in order to seize the next “outlet” of the Internet, In order to promote the high-quality development of digital economy, gather new potential energy for development.
Minsheng Securities pointed out that the industrial yuan universe will be an important entry point. The enterprises in Huangpu District have taken the lead in applying the core technologies of meta universe such as digital twins to the industrial digital transformation. The industrial meta universe is the key entry point for the development of meta universe in Huangpu District and also an innovation test field. “Meta universe 10” will give full play to the characteristics of meta universe as the integrator of cloud computing, edge computing, 5g, digital twin and other core technologies of digital economy, empower the industrial manufacturing industry in the region and create an “industrial meta universe”.
In terms of core benefit targets, Minsheng Securities believes that companies with first mover advantages in traffic and content are expected to benefit first. The 35 (yuanuniverse content creation + IP Ecology), Bluefocus Intelligent Communications Group Co.Ltd(300058) / Three’S Company Media Group Co.Ltd(605168) (virtual human).
yanyeyi special medicine can quickly remove covid-19 great demand space in the future ( attached shares)
Shionogi, a Japanese pharmaceutical company, announced at the European Conference on clinical microbiology and infectious diseases that the results of phase IIB study of drugs showed “rapid clearance” of covid-19 virus.
Yanyeyi’s covid-19 drug s-217622 was jointly developed by Hokkaido University and yanyeyi. The drug principle is similar to Pfizer covid-19 drug paxlovid, which inhibits virus self replication by inhibiting 3CL protease activity. Earlier, it was reported that the efficacy of this Japanese covid-19 oral drug “ensitrelvir (s-217622)” exceeded several oral drugs produced in the United States, and the final cure rate could reach 100%.
Statistics show that among the relevant listed companies: Apeloa Pharmaceutical Co.Ltd(000739) said that they have had cdmo business cooperation with yanyeyi for many years In terms of the annual production capacity of halobenzene, which can be used as the raw material of halobenzene inhibitors, the annual production capacity of halobenzene is the first 100 tons.
three departments promote IPv6 scale deployment and application related industrial chain or concern ( attached shares)
Recently, the central network information office, the national development and Reform Commission and the Ministry of industry and information technology jointly issued the 2022 work arrangement for further promoting the scale deployment and application of IPv6. The work arrangement defines the work objectives for 2022. By the end of 2022, the number of IPv6 active users will reach 700 million, the number of IPv6 connections of the Internet of things will reach 180 million, the proportion of fixed network IPv6 traffic will reach 13%, and the proportion of mobile network IPv6 traffic will reach 45%. The carrying capacity and service quality of network and application infrastructure continue to improve. The performance indicators of IPv6 network are equivalent to those of IPv4, and some indicators are better than IPv4 Application infrastructures such as data center, content distribution network, cloud platform and domain name resolution system deeply support IPv6 services. The newly delivered home wireless router fully supports IPv6, and the IPv6 address assignment function is enabled by default.
IPv6 is the abbreviation of “Internet Protocol version 6”. It is the next generation IP protocol designed by the Internet Engineering Task Force (IETF) to replace IPv4. Its number of addresses claims to be an address for every grain of sand in the world. Compared with IPv4, IPv6 has larger address space, smaller routing table, higher security and better header format, and it adds enhanced multicast support and convection control, which makes the multimedia application on the network have the opportunity of considerable development and provides a good network platform for service quality control. In addition, IPv6 adds support for automatic configuration. This is the improvement and expansion of DHCP protocol, which makes the network management more convenient and fast.
Chuancai Securities believes that the IPv6 market has good development prospects, has more advantages than IPv4, and the market scale of IPv6 industrial chain is expanding rapidly. From the perspective of network end-to-end IPv6 penetration, IPv6 has been fully supported in the operator’s network, whether in the fields of access network, metropolitan area network and backbone network. It is considered that the prosperity of subsequent operators’ investment in IPv6 transformation can still be maintained, while there is still much room for improvement in the IPv6 transformation of third-party IDC, CDN and cloud computing infrastructure. We are optimistic about the continuous upgrading demand of IT equipment such as routers, switches, load balancing and firewalls in commercial enterprises. The related targets of relevant industrial chains include: Unisplendour Corporation Limited(000938) , Fujian Star-Net Communication Co.Ltd(002396) , Sangfor Technologies Inc(300454) , etc.
