The turnover of two cities has been broken through trillion yuan for 10 consecutive days, and Baijiu stocks have continued to weaken.
Today, the three major stock indexes dived after opening higher, and stepped out of the trend of unilateral decline in the afternoon. The total turnover of Shanghai and Shenzhen stock markets was 1095.215 billion yuan, an increase of 33 billion yuan compared with 1062.2 billion yuan in the previous trading day, exceeding 1 trillion yuan for the 10th consecutive trading day.
On the disk, the concept of prefabricated dishes continued to work, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) 20cm continued to rise, and Xi’An Catering Co.Ltd(000721) , Haixin Foods Co.Ltd(002702) , Tongqinglou Catering Co.Ltd(605108) , Springsnow Food Group Co.Ltd(605567) , Shandong Huifa Foodstuff Co.Ltd(603536) , Fortune Ng Fung Food (Hebei) Co.Ltd(600965) stocks rose. The digital currency Plate Strengthened in the intraday, and the coal and precious metal plates led the rise. Lithium concept stocks, which rose sharply yesterday, showed considerable decline today. Recently, the active traditional Chinese medicine sector fell sharply, Dong-E-E-Jiao Co.Ltd(000423) fell 8.83%.
from the transaction amount of individual shares today, the transaction amount of only Kweichow Moutai Co.Ltd(600519) shares exceeded 10 billion yuan , which was 10.782 billion yuan. The top five in turnover are Contemporary Amperex Technology Co.Limited(300750) , Tianqi Lithium Corporation(002466) , Wuliangye Yibin Co.Ltd(000858) , Byd Company Limited(002594) .
Guotai Junan Securities Co.Ltd(601211) believes that the index opened high and went low today. New energy tracks such as UHV, lithium battery and power equipment, which rebounded strongly yesterday, fell into a correction again today, which is generally reflected in the game between the downward pressure on industry profits and the expectation of steady growth. From a fundamental point of view, the performance of the high boom track segment is still high, and the certainty of growth is still high. The short-term decline of these sectors is huge, the risk of overvaluation has been digested to a certain extent, and there is a large rebound demand in the short term
bull stocks fell sharply in late trading
In early trading today, Shanghai Kaikai Industry Company Limited(600272) quickly rose to the daily limit. Calculated according to the highest price of 17.58 yuan / share in today’s session, it has increased by 114% since this year. Coupled with the daily limit in previous trading days, the stock nearly succeeded in recording nine consecutive boards, becoming the first doubled stock this year. At the end of the call auction period, 18000 hand selling orders were sneaked, smashing the share price of Shanghai Kaikai Industry Company Limited(600272) from the trading board, closing down more than 6%, and 14.68% from the high point to the closing. As of the closing of , Shanghai Kaikai Industry Company Limited(600272) share price was 15 yuan / share, down 6.13%, missing the “first doubled share”.
Shanghai Kaikai Industry Company Limited(600272) the reason for the sharp rise in the share price is the superposition of many popular concepts, including traditional Chinese medicine, covid-19 repair solution, performance pre increase, etc. Previously, during the period of soaring stock prices, there were rumors on the market that the company owned the national confidential formula of Liushen Pill and the products related to “covid-19 repair solution”, which Shanghai Kaikai Industry Company Limited(600272) denied.
Today Shanghai Kaikai Industry Company Limited(600272) issued a stock trading risk warning announcement, saying that the company’s shares have been trading for eight consecutive trading days, and have touched abnormal fluctuations for three times. The company’s stock trading situation has significantly deviated from the growth rate of the same industry and Shanghai stock index. In the announcement, the company also suggested that most of the company’s performance advance comes from non operating profits and losses, which is not sustainable. Moreover, the company’s production and operation activities have not changed significantly, and the company’s pharmaceutical circulation business continues to be under pressure due to the impact of medical reform policies such as volume procurement; The great health transformation needs a long cultivation period, and the investment income is difficult to show in the short term, which reminds the majority of investors to pay attention to the stock investment risk and beware of the “drum beating and flower passing” of hot money in the market.
There are also many high-level popular stocks such as Aba Chemicals Corporation(300261) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , Beijing Cuiwei Tower Co.Ltd(603123) , Goody Science & Technology Co.Ltd(002694) on the market today
Baijiu shares continue to weaken
funds go north to ambush this stock
Baijiu stocks continued to weaken, Baijiu index fell 3.86% today, Shede Spirits Co.Ltd(600702) fell 6.26%, Jiugui Liquor Co.Ltd(000799) fell 5.39%, Kweichow Moutai Co.Ltd(600519) fell 4.56%. From mid December, the Baijiu index continued to fall after the peak. After December 14th, the plate has fallen by more than 15%.
In terms of news, UBS (Luxembourg) China select equity fund, the third largest overseas Chinese equity fund, reduced its Kweichow Moutai Co.Ltd(600519) position by 7.52% in November last year. In December, the fund continued to reduce its Kweichow Moutai Co.Ltd(600519) . As of December 31, 2021, the number of shares of Kweichow Moutai Co.Ltd(600519) held by the fund decreased by 12.4% compared with the end of November, and the number of shares held fell to 2321600 shares, with a market value of US $747 million, becoming the second largest heavy position stock of the fund.
Caixin Securities said that the recent market for Moutai’s direct increase in the price of the game increased, Baijiu plate volatility intensified, the Fed’s interest rate hike accelerated pace expected to rise, plate valuation fell. We stick to the certainty of high-end Baijiu, and think that the valuation will be a good allocation opportunity.
Securities times, data treasure combing, Baijiu liquor plate in mid December callback, the 18 stock’s latest stock price is higher than mid December last year, the average callback of over 20%, the smallest callback Kweichow Moutai Co.Ltd(600519) has dropped 15.32%. The three stocks with the largest callback range are Jiugui Liquor Co.Ltd(000799) , Shede Spirits Co.Ltd(600702) , Sichuan Swellfun Co.Ltd(600779) , all retreating by more than 25%.
On the capital side, the recent fund is not very popular for Baijiu stock. In the past 5 trading days, the total net capital turnover of main funds was only Anhui Kouzi Distillery Co.Ltd(603589) , and the net entry amount was only 2 million 473 thousand and 800 yuan. In recent 5 days, the net outflow of main funds of Wuliangye Yibin Co.Ltd(000858) was the largest, with a cumulative net outflow of 1.888 billion yuan. The cumulative net outflow of main funds of Jiugui Liquor Co.Ltd(000799) and Kweichow Moutai Co.Ltd(600519) exceeded 650 million yuan. However, the north capital, which has always been good at the bottom of the coin, has ambushed 6 Baijiu shares. Since 1 months, the cumulative net purchases of Luzhou Laojiao Co.Ltd(000568) , Sichuan Swellfun Co.Ltd(600779) , Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) , Jin Jiu, Beijing Shunxin Agriculture Co.Ltd(000860) and Xinjiang Yilite Industry Co.Ltd(600197) have been recorded positive, and Luzhou Laojiao Co.Ltd(000568) 1 has been buying a net capital of 979 million yuan in the North since the month.
At present, Baijiu shares, only Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) shares disclosed the 2021 performance notice, the company’s performance slightly increased, forecast net profit of about 1 billion 900 million yuan to 2 billion 100 million yuan, an increase of about 21% to 34%. Sales of “special A+” products increased fairly well (referring to the Baijiu factory price of more than 300 yuan), and the revenue growth rate exceeded 35%, and the proportion of the company’s revenue increased further to 65%.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
