In early trading today, the inertia of A-Shares fell. The Shanghai stock index once fell below 2900 points, and the Shanghai and Shenzhen 300 index once fell below the integer mark of 3800 points. The performance of growth stocks was relatively strong. The gem index and Kechuang 50 both rose by more than 1%.
On the disk, the daily chemical industry, medical care, Baijiu, tax-free concept and other sectors led the increase, while the seed industry, textile and clothing, coal, aviation and other sectors led the decline. The net inflow of funds going north was 553 million yuan.
growth stocks performed well
Recently, the financial report of "Maozu" shares was less than expected, and the phenomenon of performance killing in the share price continued. Continued Jiangsu Hengrui Medicine Co.Ltd(600276) , China Merchants Securities Co.Ltd(600999) , Sany Heavy Industry Co.Ltd(600031) and other published results. After the sharp decline in the share price, today's Shanghai and Shenzhen 300 component shares Hithink Royalflush Information Network Co.Ltd(300033) , Shanghai Bairun Investment Holding Group Co.Ltd(002568) and others also fell sharply due to the sharp decline in the performance of the first quarter report.
Hithink Royalflush Information Network Co.Ltd(300033) today announced that in the first quarter of 2022, the operating revenue was RMB 515 million, a year-on-year decrease of 2.90%, and the net profit was RMB 112 million, a year-on-year decrease of 34.01%. Hithink Royalflush Information Network Co.Ltd(300033) sharply opened lower in early trading, and fell by more than 14% at most. The share price hit a new low in more than three years, with a sharp decline of about 50% since this year.
Gf Securities Co.Ltd(000776) believes that the main reason for the decline of Hithink Royalflush Information Network Co.Ltd(300033) performance is that in the first quarter of 2022, the company invested 261 million yuan in R & D, an increase of 47.81% year-on-year, resulting in the decline of net profit. However, technology research and development can promote the accurate push of the company's products and services and further expand its technical advantages. We are optimistic about the wealth management track of Houxue Changpo for a long time, and there is still potential space for Hithink Royalflush Information Network Co.Ltd(300033) fund consignment business.
Shanghai Bairun Investment Holding Group Co.Ltd(002568) made a profit of 91.75 million yuan in the first quarter of this year, with a year-on-year decrease of 29.94%, which is also the third consecutive quarter on quarter decrease after Shanghai Bairun Investment Holding Group Co.Ltd(002568) performance peaked in the second quarter of last year Shanghai Bairun Investment Holding Group Co.Ltd(002568) in early trading, it opened sharply lower and fell to the limit in seconds.
in the context of the frequent performance killing of "Mao nationality" and the weakening of the market, growth stocks have once again become the most beautiful scenery of A-Shares just yesterday, Hand Enterprise Solutions Co.Ltd(300170) announced its first quarterly report for 2022, with an operating revenue of 712 million yuan, a year-on-year increase of 8.99%, a net profit of 348 million yuan, a year-on-year increase of 185857%, and a quarterly profit close to the sum of the profits of the previous three years Hand Enterprise Solutions Co.Ltd(300170) sharply opened higher and quickly increased the limit by 20%.
The digitization of emerging business industries and financial digitization have become the main driving forces for Hand Enterprise Solutions Co.Ltd(300170) growth Hand Enterprise Solutions Co.Ltd(300170) said that thanks to the rich middle and back office software product capabilities and complex solution design capabilities derived from ERP and traditional CRM, it has strong competitiveness in the large enterprise market with complex business and organizational structure. During the reporting period, the growth rate of digital marketing orders accelerated obviously, which is expected to become the fastest-growing business of the company in the next few years.
Fu Jian Anjoy Foods Co.Ltd(603345) also disclosed the first quarterly report today, realizing an operating revenue of 2.339 billion yuan, a year-on-year increase of 24.16%, a net profit of 204 million yuan, a year-on-year increase of 17.65%, Fu Jian Anjoy Foods Co.Ltd(603345) opened higher in the morning and pulled the limit in a straight line Sichuan Teway Food Group Co.Ltd(603317) achieved a revenue of 629 million yuan in the first quarter, with a year-on-year increase of 20.60%. After three consecutive quarters of revenue decline, it resumed rapid growth, with a net profit of 100 million yuan, with a year-on-year increase of 25.27%, Sichuan Teway Food Group Co.Ltd(603317) also rose strongly Anhui Yingjia Distillery Co.Ltd(603198) , Bank Of Hangzhou Co.Ltd(600926) , Tongwei Co.Ltd(600438) and other high performance growth stocks performed well in the morning.
welcome the policy again, and big consumer stocks performed actively
The general office of the State Council recently issued the "opinions on further releasing consumption potential and promoting sustainable recovery of consumption", involving a number of consumer industries. The opinion points out that consumption is the final demand, the key link and important engine to smooth China's great cycle, has a lasting driving force for the economy, and is related to ensuring and improving people's livelihood. It is proposed 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.
The concept stocks of duty-free shops opened higher in the morning, and the sector index rose by more than 3% in the intraday. After the opening of many stocks, such as Xinjiang Youhao(Group)Co.Ltd(600778) , Zhongbai Holdings Group Co.Ltd(000759) , Nanning Department Store Co.Ltd(600712) , Guangzhou Grandbuy Co.Ltd(002187) and so on, the limit was pulled straight in a short time, and Wushang group, Lanzhou Lishang Guochao Industrial Group Co.Ltd(600738) , Chang Chun Eurasia Group Co.Ltd(600697) and so on also touched the limit.
The Opinions also stipulates that we should vigorously develop global tourism, promote the innovative development of red tourism, leisure tourism, industrial tourism and tourism performance, and promote the development of intangible cultural heritage themed tourism. Optimize and improve epidemic prevention and control measures, guide parks, scenic spots, stadiums, cultural and Expo venues to improve facilities and service conditions, and extend the opening hours in combination with the actual situation. Encourage urban agglomerations and metropolitan areas to develop cross regional cultural and tourism annual tickets, joint tickets, etc. Further promote the pilot demonstration of cultural and tourism consumption. We will actively implement the paid leave system and promote the rational distribution and balanced allocation of paid leave, legal holidays and weekly holidays.
The tourism sector also opened higher in the morning, once rising by more than 2%, with Tempus Global Business Service Group Holding Ltd(300178) , Xi'An Qujiang Cultural Tourism Co.Ltd(600706) , Guangzhou Lingnan Group Holdings Company Limited(000524) and other gains taking the lead. Hong Kong gambling stocks also strengthened one after another, with Melco international development, Wynn Macau, MGM China and sands China Co., Ltd. all rising sharply.
The opinion also proposes to steadily increase the consumption of automobiles and other bulk commodities, encourage and guide large commercial circulation enterprises, e-commerce platforms and modern service enterprises to extend to rural areas, and promote brand consumption and quality consumption into rural areas. Focus on automobiles and household appliances, guide enterprises to carry out sales promotion in rural areas, encourage qualified areas to carry out new energy vehicles and green smart appliances to the countryside, and promote the construction of charging piles (stations) and other supporting facilities.
Automobile, household appliances, e-commerce, warehousing and logistics and other sectors were also collectively active in the morning, Nanjing Inform Storage Equipment (Group) Co.Ltd(603066) , Wencan Group Co.Ltd(603348) , Shanghai Xinpeng Industry Co.Ltd(002328) and other sectors rose sharply. Online consumption ETF soared by 8.56%, and Hong Kong stock connect consumption ETF also soared by 5.53%. Hong Kong consumption ETF, online shopping ETF and consumption ETF ranked first one after another.
