On January 21, the three major A-share indexes weakened and collectively closed down. As of the closing, the Shanghai index fell 0.91%, the Shenzhen Component Index fell 1.19% and the gem index fell 1.02%; The total turnover of Shanghai and Shenzhen stock markets was 984.5 billion yuan; The net purchase of northbound funds was 8.758 billion yuan; Overall, stocks in the two cities fell, with more than 3100 stocks falling. Looking back on the trend of the major indexes on Wednesday, the Shanghai index rose by 0.04%, the Shenzhen Component Index fell by 0.86% and the gem index fell by 2.72%.
On Friday, the industry sector fell more or rose less. From the perspective of Shenwan level industries, four categories of industries rose, with coal rising the first, up to 2.11%. The other rising industries such as commercial trade, food and beverage and non-ferrous metals did not increase by more than 1%; In addition, 27 industries fell, of which 4 industries such as agriculture, forestry, animal husbandry and fishery, medicine and biology, national defense and military industry and media all fell by more than 2%
prepared by: Zhao Ziqiang
coal industry led the rise
Specifically, on Friday, the coal industry of China stock market news rose strongly. As of the close, the sector rose by 3.11%. In addition, the growth of tourism hotels, tax-free concept, lottery concept, online tourism, equity transfer, brewing industry and other sectors were between 1% and 2%.
In the coal industry, 32 stocks rose, accounting for 91.43% of the stocks in the transaction, Anyuan Coal Industry Group Co.Ltd(600397) , Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) , Shanxi Coal International Energy Group Co.Ltd(600546) 10cm limit. In addition, Pingdingshan Tianan Coal Mining Co.Ltd(601666) , Beijing Haohua Energy Resource Co.Ltd(601101) , Jizhong Energy Resources Co.Ltd(000937) , Shanxi Lu’An Environmental Energydev.Co.Ltd(601699) , Shanxi Antai Group Co.Ltd(600408) and other stocks rose by more than 5%. The main capital of the coal industry has a net inflow of 669 million yuan throughout the day. There are 24 stocks with a net inflow of capital in the industry, including 9 stocks with a net inflow of more than 50 million yuan. The first net inflow is Shanxi Coking Coal Energy Group Co.Ltd(000983) and Shanxi Coal International Energy Group Co.Ltd(600546) . Today, the net inflow is 121 million yuan, followed by Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) with a net inflow of 117 million yuan.
On the news side, the performance forecast became the main factor of the daily limit, and three daily limit stocks issued the performance forecast announcement.
According to the announcement on Shanxi Coal International Energy Group Co.Ltd(600546) 20, according to the preliminary calculation by the financial department, the company expects to realize the net profit attributable to the shareholders of the listed company in 2021 to be 4.5 billion yuan, an increase of 3.673 billion yuan to 4.173 billion yuan compared with the same period of the previous year (after retroactive adjustment), an increase of 444.14% to 504.59% year-on-year (after retroactive adjustment). Anyuan Coal Industry Group Co.Ltd(600397) release performance forecast. The company expects to make a profit of 50 million yuan to 60 million yuan in 2021, which will turn losses into profits compared with a loss of 222.7 million yuan in the same period last year. During the reporting period, the coal price continued to rise in the middle of the year, the comprehensive price of commercial coal increased significantly compared with the same period, and the company’s annual gross profit of commercial coal increased by 100% year-on-year. The company’s provision for impairment losses of various assets decreased significantly over the same period. A performance forecast was released after the closing of Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) 21. It is estimated that the net profit in 2021 will be RMB 2.15 billion-2.45 billion, with a year-on-year increase of 473.33% – 553.33%. The prices of the company’s leading products such as coal and urea remained high, and the sales volume and price of products increased simultaneously.
CITIC Futures: the upward trend of coal breaking is expected. In terms of technical form, the breaking form is prominent after long-term shock. In terms of supply contraction, the Spring Festival is approaching, and the coal mines have holidays one after another. Combined with the export disturbance of Indonesia, the downstream power plants actively replenish the storage.
Guotai Junan Securities Co.Ltd(601211) : the demand is expected to pick up and the price of double coke rebounded. In December, coke output was 40 million tons (- 10.7%) and pig iron output was 70 million tons (- 5.4%), which fell year-on-year due to the weakness of steel downstream dominated by real estate. The expectation of steady growth in 2022 is gradually strengthened, and the willingness of demand side support is strengthened. After January, the operating rate of rebar and coke in China rebounded, and the coal coke steel industry chain will usher in the expected repair. Investment advice 1) At present, the first ones are: China Shenhua Energy Company Limited(601088) , Gansu Jingyuan Coal Industry And Electricity Power Co.Ltd(000552) , power investment energy, Yankuang energy and China Xuyang group; 2) Recommendations: Shaanxi Coal Industry Company Limited(601225) , Huaibei Mining Holdings Co.Ltd(600985) , China Coal Energy Company Limited(601898) , Shanxi Coking Coal Energy Group Co.Ltd(000983) , Shanxi Lu’An Environmental Energydev.Co.Ltd(601699) , Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) .
Jc Finance & Tax Interconnect Holdings Ltd(002530) 7 continuous trading limit
There were 61 shares trading today, an increase of 10 shares compared with the trading limit of 51 shares on the previous trading day. Huitong group, Jc Finance & Tax Interconnect Holdings Ltd(002530) , Shenzhen Asia Link Technology Development Co.Ltd(002316) , Harson Trading (China) Co.Ltd(603958) , Lingnan Eco&Culture-Tourism Co.Ltd(002717) , Rainbow Digital Commercial Co.Ltd(002419) , Xiamen Anne Co.Ltd(002235) and other stocks have been trading for more than 3 consecutive days.
Jc Finance & Tax Interconnect Holdings Ltd(002530) trading again, which is the seventh consecutive trading board of the stock.
According to the trading public information released by Shanghai and Shenzhen Stock Exchange on January 21, 2022, Jc Finance & Tax Interconnect Holdings Ltd(002530) has been listed because it has become a securities with a deviation of 7% from the value of the day’s increase and a cumulative deviation of 20% from the value of the closing price in three consecutive trading days. Jc Finance & Tax Interconnect Holdings Ltd(002530) closed at RMB 12.98 on the same day, with an increase or decrease of 10.00%, deviation value of 11.33%, turnover rate of 34.56% and turnover of RMB 2.883 billion.
The company is mainly engaged in Internet Finance and taxation business and heat treatment business. On the one hand, the company actively expands Internet Finance and taxation business, focuses on finance and taxation big data services, and promotes the coordinated development of the three business sectors of gold tax, gold finance and big data; On the other hand, continue to consolidate and develop the manufacturing business of heat treatment equipment and improve the chain layout of heat treatment professional services.
According to the data of the dragon and tiger list, compared with the top five sales departments, the total sales volume is 60.046 million yuan higher than the purchase.
situation of individual stocks scrambling to raise funds on January 21
tabulation: Zhao Ziqiang
For today’s A-share trend, major institutions hold their own views.
Guosheng securities believes that since stepping back on the front-line support of 3520 points on January 14, the Shanghai index started a restorative rebound after stabilizing, and the trading sentiment has been further repaired, but the market sentiment differentiation is obvious, and it is difficult to choose the direction in the short term. On the whole, under the general stable tone of market liquidity, the short-term market may still be dominated by low absorption, so we can actively pay attention to the hot topics related to digital economy in the current market and look for individual stock opportunities. operationally, with the end of 2021, the market may be able to open the industry valuation improvement expectations with clear lines of annual report performance, accumulate market opportunities after the festival, and be more cautious about the risks caused by market fluctuations before the year.
Shen Shengcai, researcher of ningshui capital : the market is faced with uncertain factors such as epidemic situation and external market in the short term, the power of long is weak, and there have been many leading stock collapses in the crowded track. but in the longer term, steady growth is the top priority this year. The “wide currency + wide credit” aims to “steady growth”. The market liquidity and fundamental risks are not high, and the value stocks with high safety margin or unpopular stocks with low attention may perform better in the future.
Liu Cunxin assistant fund manager of private placement network : the overall market this week shows that the market still has doubts. Only the small increase on Monday and Tuesday fell under the influence of the new high of US bond interest rate in recent years. Mainly because the market is still lack of confidence, it still needs to see more favorable landing before it will gradually rise. It can be referred to that the market response to carbon neutralization policy also lags behind. After several bottoms, the market began to reach a certain consensus on the undervaluation of Hong Kong stocks, and most of the pessimistic expectations have been included in the stock price. we are still optimistic about the continuation of carbon neutrality policy, high-end manufacturing and the underestimated high-quality leader in Hong Kong stocks.
Liu Yan, investment and trading director of Honghan : the market is undergoing structural switching. in terms of structure, large finance, large infrastructure, large consumption and coal have steadily increased in the process of large capital outflow from upstream and downstream industries such as medicine and biology, military industry and new energy, and continue to obtain the inflow of stock funds. This phenomenon deserves attention; Especially in the coal industry, after the speculation in the third quarter and the correction in the first quarter, several stocks in the industry have the characteristics of gradual capital participation and small steps upward. today’s turnover fell below trillion, and the volume below trillion has been the land volume for more than a year, indicating that the short position has been released after four consecutive days of decline. All the above characteristics show that the market is undergoing a high-level structural switching, which will not be achieved overnight. Otherwise, the bull industry will be more smooth this week. Before the long Spring Festival holiday, there is a dull trading period, and pay attention to the rhythm in the short term.
Liu Yan, chairman of anjue assets : since January, A-Shares have been continuously adjusted, and the main indexes have generally fallen. On the one hand, the market is worried about the overall economic trend in 2022; On the other hand, it is also driven by internal factors, which is not only the influence of A-share fundamentals, but also the inevitable result of technology. At present, the time and probability of market adjustment will be extended, but the space for adjustment is limited. at the beginning of the year, the market was in a relatively chaotic cognitive process. Institutions were facing a warehouse adjustment cycle and the economic outlook was uncertain. It took time to gradually adjust the market rhythm. It is expected that this round of in-depth adjustment is expected to become clear from the Spring Festival to March.
