Index
On Thursday, April 28, 2022, as of the closing, the Shanghai stock index rose 0.58% to 297548 points, the Shenzhen Component Index fell 0.23%, and the gem index fell 1.83%. The turnover between the two markets was 840.6 billion yuan, and the northbound capital sold a net 637 million yuan today.
Comments
Infrastructure continued to rise, with infrastructure rising by 2.33% and housing construction rising by 4,13%. At present, there is still no incremental capital in the market. The pre holiday effect combined with the expectation of the Federal Reserve raising interest rates in May has led the market to continue to wait and see. It is suggested that we should pay attention to the increase rate of vid-19 in the main line of rail transit after the holiday, and if the increase rate of vid-19 in the main line of rail transit is still not stable after the holiday, we need to pay attention to it; If there are signs of inflection points in the new epidemic, the market is expected to rise after the festival. Some positions can be switched to growth stocks. It is suggested to pay attention to digital infrastructure, new energy infrastructure and other fields.
Industry dynamics
Recently, the central network information office, the Ministry of agriculture and rural areas, the national development and Reform Commission, the Ministry of industry and information technology and the National Bureau of Rural Revitalization jointly issued the key points of digital rural development in 2022. The key points of work clearly defined the work goal: to make new and greater progress in digital rural construction by the end of 2022. Digital technology has provided strong support, the basic agricultural market has become more stable, and the achievements in poverty alleviation have been further consolidated. The construction of rural digital infrastructure continued to advance, 5g network covered key towns and some key administrative villages, and the Internet penetration rate in rural areas exceeded 60%. The development of rural digital economy has accelerated, the informatization level of agricultural production has been steadily improved, and the online retail sales of Shenzhen Agricultural Products Group Co.Ltd(000061) e-commerce have exceeded 430 billion yuan. The rural digital governance system has been continuously improved, information services benefiting the people have been continuously deepened, farmers’ digital literacy and skills have been effectively improved, and the pilot construction of digital countryside has achieved initial results. (website of China Central Network Information Office)
Company dynamics
Xinjiang Communications Construction Group Co.Ltd(002941) ( Xinjiang Communications Construction Group Co.Ltd(002941) ): the company achieved an operating revenue of 531 million yuan in the first quarter of 2022, with a year-on-year increase of 26.58%; The net profit attributable to the shareholders of the listed company was 3.875 million yuan, a year-on-year increase of 116.03%. （iFinD）
Hongrun Construction Group Co.Ltd(002062) ( Hongrun Construction Group Co.Ltd(002062) ): the company achieved a total operating revenue of 2.07 billion in the first quarter of 2022, a year-on-year decrease of 18.9%; The net profit attributable to the parent company was 100 million, a year-on-year decrease of 2.9%; Earnings per share was 0.09 yuan. （iFinD）
Risk warning: the implementation of the policy is less than expected; The price rise of raw materials exceeded expectations; The epidemic affected the economy more than expected.
