On the morning of May 23, the A-share market fluctuated in a narrow range, and the main indexes fell to varying degrees, while the decline of the Shanghai composite index was relatively small. However, although the main indexes fell, individual stocks rose more and fell less, indicating that the falling stocks are mainly concentrated in heavyweights, and the overall popularity of the market is not weak.
In the morning, most sectors and individual stocks fluctuated slightly, but there were still changes in sectors and individual stocks. For example, monkeypox related topics recently attracted market attention, and the share prices of many companies fluctuated sharply. In the morning, the share prices of many companies rose sharply, and even the “20cm” limit of the share prices of some companies.
A-Shares fluctuate in a narrow range
new energy track stock differentiation
The A-share market fluctuated narrowly in the morning, and the main indexes fell to varying degrees, but individual stocks rose more and fell less.
In terms of sectors, agriculture, forestry, animal husbandry and fishery, steel, comprehensive industries, media and entertainment led the rise, while business agents, the Internet, chemical fiber and other sectors also led the rise.
Hotel catering, household appliances and other sectors led the decline.
The performance of new energy track stocks was more differentiated this morning. Most stocks fell, but some stocks rose sharply.
Sungrow Power Supply Co.Ltd(300274) fell by more than 6%, Contemporary Amperex Technology Co.Limited(300750) , Yunnan Energy New Material Co.Ltd(002812) fell by more than 3% and Tongwei Co.Ltd(600438) fell by more than 2%.
Sungrow Power Supply Co.Ltd(300274) previously disclosed a voluntary disclosure announcement on matters of concern to investors. According to the announcement, recently, Sungrow Power Supply Co.Ltd(300274) (hereinafter referred to as “the company”) has noticed through telephone, media and other channels that investors and media continue to express concern about the reasons for the year-on-year decline of the company’s profits in 2021 and the relevant accounting treatment. The company has explained the main reasons in the investor exchange meeting after the disclosure of the 2021 annual report. In order to facilitate investors to further understand the company and safeguard the interests of investors, The company now further explains the matters concerned by investors and the media.
Sungrow Power Supply Co.Ltd(300274) , according to the above description, the reasons for the year-on-year decline of the company’s profit in 2021 include:
\u3000\u30001. Investment and development business of power station: ① the company’s Vietnam project needs to implement the new electricity price in 2022 due to the delayed grid connection due to the epidemic, so an impairment loss of 150 million yuan is accrued and included in the asset impairment loss in the income statement. ② The Myanmar project of the company was cancelled under the influence of the coup, and the total preliminary development cost was about RMB 90 million, which was included in the sales cost of the income statement.
\u3000\u30002. Energy storage business: affected by the epidemic and shipping schedule, the company’s supply was delayed, and the US energy storage project received a contract deduction of 170 million yuan. According to the relevant requirements of accounting standards, the deduction belongs to variable consideration, which directly offsets the sales revenue of energy storage business, and the gross profit margin and profit of energy storage business are affected.
\u3000\u30003. Others: ① in order to maintain product competitiveness, the company continued to increase R & D investment. In 2021, the R & D cost was 1.16 billion yuan, an increase of 350 million yuan year-on-year. ② In order to explore the market and make layout in advance, the company has greatly increased the personnel salary and consulting service fee (including the preliminary development cost of the above Myanmar project). The sales cost in 2021 was 1.58 billion yuan, with a year-on-year increase of 610 million yuan. ③ The increase in sales scale, poor collection and other comprehensive factors led to a year-on-year increase of 160 million yuan in the company’s provision for bad debts of accounts receivable in 2021.
In view of the above reasons for the decline of profits in 2021, the above description said that the company has summarized relevant experiences and lessons, and will vigorously improve the fine management level of power station development, energy storage and other projects in the future, avoid project operation risks, increase the collection of payment and improve the internal management efficiency of the company.
It rose sharply by more than 466 in the session.
Northbound funds regained net sales, with a half day net sales amount of 4.6 billion yuan.
share price soared continuously
several companies replied to monkeypox related questions
Recently, monkeypox virus has attracted widespread attention, and many listed companies have also replied to investors’ questions about monkeypox.
Shanghai Zj Bio-Tech Co.Ltd(688317) in reply to SSE e interactive, the company’s product monkeypox virus nucleic acid assay kit (fluorescence PCR method) has obtained EU CE certification, and there is a product introduction on the company’s official website. At present, the kit has received small batch orders from China and abroad.
Shanghai Zj Bio-Tech Co.Ltd(688317) in the morning, the trading limit of “20cm” was once touched. It rose 16.34% on Friday.
Although Changchun Bcht Biotechnology Co(688276) said on the SSE e interactive platform that the company’s varicella vaccine could not prevent monkeypox, the company had no products related to monkeypox virus prevention. But it didn’t stop the sharp rise in share prices. In the morning, the company’s share price rose by more than 17% during the session. On Friday, Changchun Bcht Biotechnology Co(688276) has soared by 15.57%.
Guangdong Hybribio Biotech Co.Ltd(300639) said on the interactive platform that the company has the laboratory detection ability of monkeypox virus and has formed laboratory products that can be used for scientific research. The company will continue to pay attention to the dynamics of this matter. Subsequently, the company’s share price rose sharply.
In addition, many companies said they did not have monkeypox related diagnosis, treatment or prevention products.
Guangzhou Lbp Medicine Science & Technology Co.Ltd(688393) said that at present, the company has no products to detect monkeypox virus. The company mainly focuses on the field of tumor screening and accurate tumor diagnosis, and infectious disease detection is not the company’s main business.
Shandong Xinhua Pharmaceutical Company Limited(000756) said on the interactive platform that the company did not produce products to treat monkeypox virus.
Chengdu Kanghua Biological Products Co.Ltd(300841) said on the interactive platform that the company has not carried out research on smallpox vaccine at present. Please refer to the company’s periodic report for the specific information of the projects under research.
Jinyu Bio-Technology Co.Ltd(600201) said that the company has carried out research and development activities on vaccines related to poxvirus, such as goat pox and bovine nodular dermatosis, and has not involved monkeypox virus at present.
Some investors also asked Shanghai Aladdin Biochemical Technology Co.Ltd(688179) “in the recent outbreak of monkeypox virus all over the world, FDA approved brincidofovir (the precursor of cidofovir) produced by chimerix, the world’s only anti smallpox virus drug, last year. Now ask and consult: query the public information, is it true that Shanghai Aladdin Biochemical Technology Co.Ltd(688179) company produces and sells cidofovir?”?
Shanghai Aladdin Biochemical Technology Co.Ltd(688179) replied to this on SSE e interactive, “After consulting the company’s website, some specifications of the product are in stock. The scientific research reagents provided by the company are for scientific research activities, with the characteristics of small batch and multi specifications. Most of our product specifications are gram and milligram. They are used for the laboratory research and development of enterprises, colleges and universities and scientific research institutes in various fields with R & D needs. They are not industrial raw materials, and the sales of single products have little impact on the company’s operating performance. Please pay attention to investors Investment risk “.
An investor asked Zhejiang Benli Technology Co.Ltd(301065) “can your API be used to treat monkeypox?” Zhejiang Benli Technology Co.Ltd(301065) replied that “the company has no relevant API products at present”.
Shenzhen Bioeasy Biotechnology Co.Ltd(300942) for similar questions, the reply said that up to now, the company has no monkeypox detection business. The company pays great attention to it and actively promotes the R & D and reserve of relevant products.
latest gene sequencing of monkeypox virus: mild West African strain, similar to the British strain three years ago
According to surging news, as of May 21, three research groups from Portugal, Belgium and the United States respectively released the preliminary results of the virus genome sequence carried by infected persons in the recent monkeypox outbreak in many places around the world. The DNA sequences of the three monkeypox viruses (MPXV) initially showed homology, belonging to a mild West African strain, which was closely related to the monkeypox virus found in the UK, Singapore and Israel in 2018 and 2019.
Previously, the World Health Organization said that monkeypox virus mainly has two branches: West Africa branch and Congo Basin branch. The West African branch has a low mortality rate, with about 1% of infections leading to death; Congo Basin branch can cause 10% mortality.
automobile sector continues to be strong, Zhongtong Bus Co.Ltd(000957) 7 connecting board
The auto sector continued to be strong, Zhongtong Bus Co.Ltd(000957) 7 Lianban, Anhui Ankai Automobile Co.Ltd(000868) 2 Lianban and St Zhongtai rose by more than 5%, and Guangzhou Automobile Group Co.Ltd(601238) rose by more than 2%.
it is expected that the annual net profit will drop sharply in 2022, Avicopter Plc(600038) limit
Avicopter Plc(600038) disclosed the information of the 2021 annual general meeting of shareholders. According to the annual budget, the operating revenue in 2022 is expected to reach 16.621 billion yuan, a year-on-year decrease of 23.72%; The net profit attributable to the shareholders of the listed company is expected to be 329 million yuan, a year-on-year decrease of 63.93%.
Today, Avicopter Plc(600038) share price fell sharply after opening, and the limit was still closed at noon closing.
Hong Kong stocks fell
Hang Seng technology index fell more than 100 points during the session
The Hong Kong stock market fell in the morning, but the adjustment range was milder than that in the previous period. The Hang Seng Index fell more than 1% and the Hang Seng technology index once fell more than 100 points.
Among the constituent stocks of Hang Seng Index, Ali health, Li Ning, Shenzhou International and Ruisheng technology led the intraday decline.
