On the 27th, the A-share market rose strongly, among which the gem index rose 5.52%, the largest one-day increase in more than six years.
Recently, the market fluctuated greatly. Just before April 25, the gem index also fell sharply by 5.56%.
However, the first quarterly report of 2022 recently disclosed in the A-share market shows that a number of large companies have outstanding performance, providing support for the market from the performance level.
gem index hit the largest one-day increase in more than six years
On the 27th, the A-share market rose step by step after opening low, and finally rose sharply. Among them, the gem index rose 5.52%, the largest one-day increase in more than six years since March 17, 2016.
In terms of specific industries, according to the classification of Shenwan level industries, the major industry sectors rose almost across the board, and the power equipment sector rose by more than 8%, leading the A-share market.
Nonferrous Metals and defense industry sectors also led the increase, with the increase of more than 6%.
Electronics, basic chemicals, computers, mechanical equipment, steel and other sectors also led the increase.
The real estate sector bucked the trend and fell by more than 1%. The performance of textile and garment sector is also relatively weak.
In terms of the concept sector, the new energy track became active again, and the CSI mainland new energy theme index closed up sharply by 8.10% Shenzhen S.C New Energy Technology Corporation(300724) soared by 19.10%, and more than 10 shares such as Wuhan Dr Laser Technology Corp.Ltd(300776) , Eve Energy Co.Ltd(300014) rose by more than 10%.
Contemporary Amperex Technology Co.Limited(300750) , as the leading stock of the new energy track, is also the "elephant" heavyweight of the gem. The stock closed up 7.97%, greatly boosting the popularity of the gem Eve Energy Co.Ltd(300014) , Sungrow Power Supply Co.Ltd(300274) and other stocks whose share prices soared on the same day are also heavyweights on the gem.
The market showed a general upward pattern on Wednesday. According to wind statistics, as of Wednesday's closing, a total of nearly 4000 shares in the A-share market rose. The number of rising stocks was one of the most recent trading days, of which more than 1200 stocks rose by more than 5%. According to statistics, the number of trading stocks in the A-share market closed on Wednesday was as high as 144.
On the occasion of the rise of the market, the capital of northbound land stock connect also showed a net purchase, and the net purchase amount for the whole day reached 4.359 billion yuan.
In terms of news, the 11th meeting of the central financial and Economic Commission was held on the 26th to study the issue of comprehensively strengthening infrastructure construction and the implementation of the decisions and arrangements of the meetings of the central financial and Economic Commission since the 19th CPC National Congress Xi Jinping stressed that infrastructure is an important support for economic and social development. We should coordinate development and security, optimize the layout, structure, functions and development mode of infrastructure, build a modern infrastructure system, and lay a solid foundation for building a modern socialist country in an all-round way; It is important for the central financial and economic committees to make joint arrangements for the implementation of the central financial and economic decision-making system and accurately understand the spirit of the central financial and economic committees.
Sealand Securities Co.Ltd(000750) 's strategic view is that with the continuous development of the policy of expanding domestic demand, we should pay attention to the investment opportunities in the infrastructure chain and consumption sector. Reviewing the previous meetings of the central financial and Economic Commission, the theme of the meeting is often an important investment clue in the market in the next stage. Considering that the direction of sustained development of infrastructure under the promotion of steady growth policy has been determined, the follow-up support policies have entered the landing stage one after another, and the recent steady growth measures on the consumer side have been introduced one after another, the follow-up focus is on two main investment lines: first, the infrastructure chains such as building materials and architectural decoration brought about by the release of rush demand due to the benefit of policy support and the gradual weakening of the impact of the epidemic; Second, the consumption sectors such as food and beverage, catering and tourism, hotels, automobiles and household appliances that have fully benefited from the marginal improvement of the epidemic situation.
several large companies achieved brilliant results in the first quarter
It is worth noting that a number of large companies that recently released financial data had outstanding performance in the first quarter, providing support for the market from the performance level.
For example, according to the first quarterly report of 2022 released on 60 Tibet Gaozheng Explosive Co.Ltd(002827) , according to the Chinese accounting standards for business enterprises, the net profit attributable to the shareholders of the parent company in the first quarter was 22.605 billion yuan, an increase of 24.5% year-on-year. According to international financial reporting standards, the net profit attributable to shareholders of the company in the first quarter was 23.338 billion yuan, an increase of 24.3% year-on-year China Petroleum & Chemical Corporation(600028) said that in the first quarter of 2022, the world situation was complex and changeable, China's economic operation was generally within a reasonable range, and China's gross domestic product (GDP) increased by 4.8% year-on-year. The international crude oil price rose sharply in the first quarter. The average spot price of Platts Brent crude oil was US $101.2/barrel, with a year-on-year increase of 66.3%. The demand for domestic natural gas, refined oil and chemical products maintained growth.
On the same day, the performance of oil heavyweights was stable, China Petroleum & Chemical Corporation(600028) A-Shares closed up 1.69%, Petrochina Company Limited(601857) A-Shares rose 1.80%, and CNOOC A shares listed recently rose the limit.
China Coal Energy Company Limited(601898) 2022 released the first quarter report on April 27, which showed that the operating revenue in the first quarter was 61.73 billion yuan, a year-on-year increase of 33.5%; The net profit attributable to the owners of the parent company was 6.793 billion yuan, a year-on-year increase of 93.1%.
The announcement shows that in the first quarter of 2022, China Coal Energy Company Limited(601898) coal business achieved a sales revenue of 53.612 billion yuan, an increase of 15.113 billion yuan or 39.3% over 38.499 billion yuan in the same period last year. Among them, the sales revenue of self-produced commercial coal was 22.404 billion yuan, an increase of 7.783 billion yuan or 53.2% over 14.621 billion yuan in the same period of last year, mainly due to the year-on-year increase of 218 yuan / ton in sales price and 6.722 billion yuan in revenue; The sales volume of self-produced commercial coal increased by 2.1 million tons year-on-year, increasing revenue by 1.061 billion yuan. The sales revenue of buyout trade coal was 31.202 billion yuan, an increase of 7.33 billion yuan or 30.7% over 23.872 billion yuan in the same period of last year, mainly due to the year-on-year increase of 308 yuan / ton in the sales price of buyout trade coal and an increase of 11.448 billion yuan in revenue; The sales volume decreased by 7.76 million tons year-on-year and the revenue decreased by 4.118 billion yuan.
Inner Mongolia Yili Industrial Group Co.Ltd(600887) 2022 the first quarter report of 2022 released on April 27 shows that the company's revenue in the first quarter of 2022 increased by 13.41% year-on-year, and the net profit attributable to the parent company increased by 24.32% year-on-year.
Previously, the first quarter data released by a number of large market capitalization A-share companies were also good.
Kweichow Moutai Co.Ltd(600519) the first quarter report of 2022 disclosed last night showed that the company's operating revenue in the first quarter of 2022 was 32.296 billion yuan, an increase of 18.43% year-on-year, and the net profit attributable to the parent company was 17.245 billion yuan, 23.58% year-on-year.
Ping An Bank Co.Ltd(000001) soared 6.25%. In the first quarter of 2022, Ping An Bank Co.Ltd(000001) revenue maintained steady growth. In the first quarter of 2022, the group achieved an operating revenue of 46.207 billion yuan, a year-on-year increase of 10.6%; The net profit was 12.85 billion yuan, a year-on-year increase of 26.8%.
