This week is the last trading week before the Spring Festival of a shares. There is a strong holiday effect on the market. After the transaction fell below trillion last Friday, it contracted sharply again today. In the morning, the chain contraction of Shanghai stock market was nearly 40 billion yuan and that of Shenzhen stock market was far more than 40 billion yuan.
On the disk, it is mainly based on individual stock market. Digital currency, tourism, salt lake lithium extraction, real estate and other sectors are relatively active, with covid-19 drug concept, aquatic products, tobacco concept, food and beverage and other sectors leading the decline. The net inflow of funds going north was 3.535 billion yuan.
holding money for the new year or holding shares for the new year
At this time of A-share operation every year, there will always be a discussion on whether to hold money for the Chinese new year or hold shares for the Chinese New Year. According to the statistics of the market operation since 2010, the Spring Festival effect of A-Shares is still relatively significant, the market rise probability before and after the festival is high, and the Spring Festival red envelope has the characteristics of significant low risk and high return.
In terms of the rising range, over the past 10 years, the average cumulative yield of wind all a in the five trading days before the Spring Festival is 1.9%, the median is 2.6%, and the average cumulative yield in the five trading days after the Spring Festival is 1.4%, the median is 1.8%.
In contrast, the Shenzhen Composite Index and gem index perform better than the Shanghai Composite Index, and the small and medium-sized stock indexes such as China Securities 500 and China Securities 1000 are better than the heavyweight indexes such as Shanghai Securities 50 and Shanghai and Shenzhen 300. In terms of the rising range, the median cumulative yields of the gem index in the five trading days before / after the Spring Festival in the past 10 years were 2.4% and 4.1% respectively, the Shanghai composite index was 1.4% and 0.9%, and the Shanghai and Shenzhen 300 index was 1.9% and 0.6%.
From the perspective of industry performance, Shenwan’s primary industries generally closed up around the Spring Festival, and nonferrous metals, electronics, computers and other sectors performed relatively well. The non-ferrous metal sector rose by a median of 3.4% in the five trading days before the Spring Festival from 2010 to 2021, the best performance among all sectors. In the five trading days after the Spring Festival, the cumulative median increase is still the best performance of the non-ferrous industry, at 5.2%. In addition, electronics, computer and other industries also performed well before and after the festival.
carefully avoid performance mines
In early trading today, the performance of pre increased shares was still significantly stronger than that of the market. Szzt Electronics Co.Ltd(002197) the performance forecast is disclosed today. It is expected to realize a net profit of 36.3334 million yuan to 45.4168 million yuan in 2021, with a year-on-year increase of 100% – 150%. Szzt Electronics Co.Ltd(002197) said that in 2021, the company’s IDC and cloud computing business grew steadily, and the benefits of IDC orders accelerated, driving the improvement of the company’s overall profitability. Szzt Electronics Co.Ltd(002197) the stock price hit a new high in nearly a year and a half.
Hangzhou Silan Microelectronics Co.Ltd(600460) it is estimated that the net profit in 2021 will increase by 1.45 billion yuan to 1.464 billion yuan compared with the same period of last year, with a year-on-year increase of 2145% – 2165%; Landai Technology Group Corp.Ltd(002765) it is expected to realize a net profit of 200-230 million yuan in 2021; A year-on-year increase of 2490.81% – 2879.43%; Yachuang electronics expects to realize a net profit of 88-95 million yuan in 2021, with a year-on-year increase of 47.76% – 59.52%. It has a good performance in today’s session.
In the carnival of pre increase shares, the performance of pre decrease and pre loss shares also gradually show a ferocious face. Perfect World Co.Ltd(002624) it was announced last weekend that the net profit in 2021 is expected to be 350-390 million yuan, a year-on-year decrease of 74.81% – 77.40%. The main reason for the decline in performance is that the game business is expected to achieve a profit of 670 million yuan to 690 million yuan, a year-on-year decrease of 70.68% – 69.81%; The film and television business is expected to incur a loss of 170-190 million yuan due to the loss of fair value change caused by the single investment of Universal Pictures. Perfect World Co.Ltd(002624) at the opening today, the stock price fell by the limit, and the stock price hit a new low since October last year.
Cosco Shipping Energy Transportation Co.Ltd(600026) it was also announced at the end of last week that it was expected to lose 4.92 billion yuan to 5.12 billion yuan in 2021. The major reason for the huge loss was the provision for asset impairment of 94 ships during the reporting period, totaling about 4.96 billion yuan. After announcing the loss in advance, Cosco Shipping Energy Transportation Co.Ltd(600026) immediately received the inquiry letter from the Shanghai Stock Exchange, requiring supplementary disclosure of the specific process, selection of main parameters and basis of asset impairment measurement, and compared with the external data available on key parameters to demonstrate whether there is a significant deviation in the evaluation, the reason and rationality of withdrawing large amount of impairment in the reporting period, and whether the amount withdrawn is accurate and appropriate. Cosco Shipping Energy Transportation Co.Ltd(600026) also opened at the limit today.
The announcement of the company’s Niutech Environment Technology Corporation(688309) 2021 annual performance loss forecast also attracted the attention of the market. Niutech Environment Technology Corporation(688309) said that according to the preliminary calculation of the financial department, the net profit loss in 2021 is expected to be 8.6 million yuan to 10.3 million yuan, a decrease of about 54.572 million yuan to 56.272 million yuan compared with the same period of the previous year (legally disclosed data). Niutech Environment Technology Corporation(688309) after opening sharply lower in the morning, it continued to decline until the 20% limit, and the share price hit a record low.
Niutech Environment Technology Corporation(688309) also said in the advance loss announcement that if the audited net profit before or after deducting non recurring profits and losses is negative and the operating income (deducting business income unrelated to the main business and income without commercial substance) is less than 100 million yuan, according to paragraph 1 of article 12.4.2 of the Listing Rules of science and Innovation Board of Shanghai Stock Exchange, The company will be warned of delisting risk after the disclosure of the 2021 annual report. This means that Niutech Environment Technology Corporation(688309) may become the first company to be capped by * ST since the opening of the science and innovation board.
