On the first trading day of May, the A-share market opened low and went high, showing a “good start”. More than 3500 stocks rose, of which 175 rose by the limit. Household appliances, national defense industry and basic chemical industry led the rise, Hangzhou Hikvision Digital Technology Co.Ltd(002415) fell by the limit Contemporary Amperex Technology Co.Limited(300750) fell by 8.15%, with a turnover of more than 22 billion yuan throughout the day, a record high in one-day turnover; Hongde shares rose by the “20cm” limit for three consecutive trading days.
As of the closing, the Shanghai Composite Index and Shenzhen Composite Index rose 0.68% and 0.23% respectively; The gem index fell 1.33% to below 2300 points. The turnover between the two markets exceeded 900 billion yuan, including 409352 billion yuan in Shanghai and 491568 billion yuan in Shenzhen.
In terms of funds, the data show that the net outflow of funds from the North throughout the day is 2.362 billion yuan, of which the net inflow of Shanghai Stock connect is 85 million yuan and the net outflow of Shenzhen Stock connect is 2.448 billion yuan.
In the peripheral markets, European stock markets rose in an all-round way today. According to the regulatory documents submitted by Berkshire Hathaway to the securities and Exchange Commission (SEC) on Wednesday, Buffett increased his positions in Western oil for several days, with a total of more than $330 million in two trading days.
more than 3500 stocks rose
Today, the A-share market opened low and went high, and individual stocks performed actively. 3472 stocks in Shanghai and Shenzhen rose, of which 175 rose by the limit; 1041 fell, of which 31 fell by the limit. In addition, all 59 stocks of Beijing stock exchange rose, and more than 3500 A-Shares rose today.
Data show that as of the closing of the 5th, the total market value of A-Shares was 80.54 trillion yuan, an increase of 485.1 billion yuan over the previous trading day.
Among the Shenwan level industries, household appliances, national defense and military industry and basic chemical industry led the increase, rising by 3.32%, 3.23% and 2.76% respectively. Beauty care, computer and power equipment industries led the decline, down 1.52%, 1.14% and 0.95% respectively.
In the household appliances sector, Guangdong Vanward New Electric Co.Ltd(002543) rose by the limit, Gree Electric Appliances Inc.Of Zhuhai(000651) rose by more than 9%, Kingclean Electric Co.Ltd(603355) rose by more than 7%, Vatti Corporation Limited(002035) , Bear Electric Appliance Co.Ltd(002959) , Aucma Co.Ltd(600336) rose by more than 6%.
In the defense and military industry sector, Lihang technology, Guizhou Space Appliance Co.Ltd(002025) rose by the limit, Nanjing Quanxin Cable Technology Co.Ltd(300447) , Gaona Aero Material Co.Ltd(300034) , Chengdu Ald Aviation Manufacturing Corporation(300696) rose by more than 8%.
The basic chemical sector staged a trading tide, with Anhui Anli Material Technology Co.Ltd(300218) rising by more than 12%, and nearly 20 stocks such as Brother Enterprises Holding Co.Ltd(002562) , Jiangsu Suyan Jingshen Co.Ltd(603299) , Jiangsu Sopo Chemical Co.Ltd(600746) and so on.
For the basic chemical sector, Galaxy Securities said that the sub sectors such as fluorine chemical industry, chemical fertilizer, soda ash and pesticide made good profits, and looked at structural investment opportunities throughout the year; Be optimistic about the investment opportunities of chlor alkali industry under the high oil price and tight supply and demand of calcium carbide, as well as the soda industry under the background of good supply and demand; We are optimistic about enterprises with mineral resources, raw materials are basically not disturbed by costs, and product prices are at a medium and high level; Optimistic about the growth performance of leading enterprises with incremental performance brought by large-scale expansion.
Contemporary Amperex Technology Co.Limited(300750) turnover record
The gem index fell 1.33% today and fell more than 3% during the session. The stocks leading the decline were Contemporary Amperex Technology Co.Limited(300750) , China stock market news and Pharmaron Beijing Co.Ltd(300759) , which fell 8.15%, 1.67% and 6.71% respectively today.
Today, Contemporary Amperex Technology Co.Limited(300750) opened more than 10% lower and fell more than 13% during the session. It closed down 8.15% with a market value of 876.4 billion yuan. The whole day turnover reached 22.26 billion yuan, a record high of Contemporary Amperex Technology Co.Limited(300750) single day turnover.
On April 29, Contemporary Amperex Technology Co.Limited(300750) released the first quarter report, which was lower than the market expectation. The net profit attributable to the parent company in the first quarter was 1.493 billion yuan, a year-on-year decrease of 23.62%; The net profit attributable to the parent company after deduction was 977 million yuan, a year-on-year decrease of 41.57%.
Before today’s sharp drop, choice data showed that most trading days of northbound funds in April increased their positions by Contemporary Amperex Technology Co.Limited(300750) , with a cumulative increase of 2.829 billion yuan, the second largest stock in April, second only to Kweichow Moutai Co.Ltd(600519) P align = “center” northbound capital holdings Contemporary Amperex Technology Co.Limited(300750) details p align = “center” source: choice
Citic Securities Company Limited(600030) believes that Contemporary Amperex Technology Co.Limited(300750) profitability is under pressure in stages due to the sharp rise in the price of upstream raw materials and a certain lag in the price rise of downstream customers. With the gradual implementation of the company’s price increase for downstream customers and the accelerated layout of upstream resources, it is expected that the company’s profitability is expected to gradually recover in the follow-up.
Hongde shares rose more than 85% in four trading days
Among the 175 stocks whose daily limit was set today, 10 stocks realized the “20cm” daily limit, including one secondary new stock – Hongde shares, which had a “20cm” daily limit for three consecutive trading days, and the share price hit a record high.
Specifically, in the past four trading days, the share price of Hongde shares rose from 32.53 yuan / share to 60.41 yuan / share, with a cumulative increase of 85.71%.
Public information shows that Hongde mainly produces key castings of wind power, pump valves, key parts of CT organs of medical devices, ultra-low temperature key parts of high-speed railway and machining; The company’s products are mainly sold to abb, Siemens and other customers; The company has the casting capacity and processing capacity to produce all kinds of special castings.
From the dragon and tiger list of Hongde shares, hot money has been raised by relay. According to the dragon and tiger list of Hongde shares on the 3rd as of April 29, Huatai Securities Co.Ltd(601688) Zhenjiang Branch bought 61.24 million yuan, sold 103 million yuan and net sold 42.25 million yuan; Huaxin securities Jimo Heshan Road Securities Business Department net purchase of more than 50 million yuan; Jinyuan securities Suzhou Avenue West securities business department and Federal Reserve securities Changzhou Zhushan Road Securities business department all bought more than 26 million yuan netP align = “center” source:
Hangzhou Hikvision Digital Technology Co.Ltd(002415) volume limit
Today, “security Mao” Hangzhou Hikvision Digital Technology Co.Ltd(002415) fell by the limit in large volume, with a full day turnover of 4.51 billion yuan and a market value of 360.7 billion yuan.
On the news side, the media reported that the U.S. government began to prepare sanctions Hangzhou Hikvision Digital Technology Co.Ltd(002415) .
Hangzhou Hikvision Digital Technology Co.Ltd(002415) responded to China Securities Journal’s Taurus reporter that Hangzhou Hikvision Digital Technology Co.Ltd(002415) has paid attention to media reports, which mentioned that the possible sanctions imposed by the US government have yet to be verified.
Sanctions should be based on reliable evidence and due process, and the company hopes to be treated fairly Hangzhou Hikvision Digital Technology Co.Ltd(002415) said that the company serves more than 150 countries and regions around the world, including the United States Hangzhou Hikvision Digital Technology Co.Ltd(002415) joins the global market, operates in strict accordance with the laws and regulations of the country where the business is located, follows the internationally accepted business ethics and business standards, and is committed to science and technology for the good like all leading technology companies in the world.
Judging from the situation of Hangzhou Hikvision Digital Technology Co.Ltd(002415) today’s Dragon and tiger list, there are differences among institutions. Shenzhen Stock connect sold 297 million yuan and bought 19.48 million yuan. The special seats of the two institutions sold 408 million yuan, the special seats of the two institutions bought 308 million yuan, and Guosen Securities Co.Ltd(002736) Shenzhen Bao’an North Road business department bought 459 million yuanP align = “center” source:
For the current market, Citic Securities Company Limited(600030) said that the four major factors affecting the market in the early stage have taken a turn one after another. It is expected that the medium-term repair market will start for several months from May. It is suggested that investors actively lay out the four main lines of modern infrastructure, real estate, resumption of work and production and consumption repair.
European stock markets rose across the board
Buffett sweeps western oil for days
In peripheral markets, European stock markets rose across the board today.
Buffett increased his position and swept western oil for two consecutive trading days. Buffett’s Berkshire Hathaway company increased its holdings of about 5.9 million shares of Western oil companies for two consecutive days this week, further increasing its bets on the oil giant, according to a regulatory document submitted to the SEC on Wednesday. According to the document, Berkshire bought at the price of $56-58.37 per share on May 2 and 3, with a total purchase amount of more than $330 million. Occidental oil has made an eye-catching performance in the constituent stocks of the S & P 500 index this year, with a cumulative increase of 112.89% this year.
