After yesterday's sharp decline, the A-share market once rebounded this morning, but since then, the Shenzhen Composite Index and the gem index turned green, and the overall market performance is still weak.
The new energy track strengthened again and became one of the main hot spots in the market in the morning. In addition, although there are still some "mines" in the performance forecast, the impact of relevant stock prices has shown signs of weakening.
However, some early hot stocks and secondary new shares continued to fall, and many related stocks fell by the limit continuously. The atmosphere of market speculation on some hot stocks was significantly weakened.
the weakness of A-Shares continued
new energy track strength
After yesterday's sharp decline, the A-share market once rebounded this morning, but then narrowed the increase, and the Shenzhen Composite Index and gem index even turned green again.
In terms of industry sectors, according to the classification of Shenwan level industries, power equipment, automobile, steel, building decoration, environmental protection, public utilities and other sectors led the increase, while social services, medicine and biology led the decline.
In terms of concept sector, digital currency continued to lead the decline. Superconductivity, UHV, wind energy and other sectors led the gains.
The overall strength of the new energy track has been strengthened, and many leaders, such as Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) , Longi Green Energy Technology Co.Ltd(601012) , have increased significantly.
In terms of the performance of large market capitalization companies, the Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) that has been depressed for many days suddenly rose sharply, with an intraday increase of more than 6%.
Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) the announcement on the advance increase of annual performance in 2021 released last night shows that the net profit attributable to shareholders of listed companies is expected to be 5.234 billion yuan - 5.542 billion yuan in 2021, an increase of 2.155 billion yuan - 2.463 billion yuan over the same period of last year, a year-on-year increase of 70% - 80%.
Forenoon, however, the Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) 's rise did not lead to the whole Baijiu sector performance. The performance of Baijiu, such as Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , was overall depressed.
After yesterday's substantial net sale, BEIXIANG capital resumed its net purchase in the morning, with a half day net purchase amount of more than 2 billion yuan.
accelerated disclosure of performance forecast
the impact of performance "mine" has weakened
Recently, the annual report performance forecast of Listed Companies in 2021 has entered an intensive disclosure period. In recent days, the number of companies that disclose the annual report performance forecast every day has increased by more than 100 every day.
According to statistics, up to now, the number of Companies in the two cities that have made forecasts of the annual report performance in 2021 has exceeded 1200, and the number of companies that disclosed performance forecasts last night alone has exceeded 160.
Further statistics show that if calculated according to the lower limit of the predicted net profit, among the above more than 160 companies, about 130 companies achieved profits, accounting for nearly 80%, and about 35 companies suffered losses, accounting for slightly more than 20%.
The reporter found that among the above 35 companies that may lose money, if calculated according to the lower limit of predicted net profit, 24 companies are expected to lose more than 100 million yuan, of which 8 companies are expected to lose more than 1 billion yuan.
Among them, the Kaile Science And Technology Co.Ltd.Hubei(600260) advance loss amount of private network communication thunderstorm is the largest. The performance forecast released by the company shows that the net profit attributable to the shareholders of the listed company in 2021 is expected to be a loss compared with the same period of the previous year (legally disclosed data), and the net profit attributable to the shareholders of the listed company is - 7.1 billion yuan to - 8.7 billion yuan.
Kaile Science And Technology Co.Ltd.Hubei(600260) said that the impairment of accounts receivable, prepayments and inventory of the private network communication business involved by the company was about 5.5 billion yuan; Due to the stagnation of private network business and the sharp contraction of mobile intelligent terminal business, the production and operation of its subsidiary Shanghai Fanzhuo are greatly affected. It is impossible to predict the future operation, and the provision for goodwill impairment is about 500 million yuan; In addition, it provided guarantees for subsidiaries and accrued estimated liabilities of about 1.2 billion yuan.
In addition, the pig cycle has also caused a sharp decline in the performance of some companies, which is reflected in the performance of many listed pig companies.
For example, the 2021 annual performance forecast released last night Tech-Bank Food Co.Ltd(002124) shows that the company expects to realize a net profit attributable to shareholders of listed companies of RMB 3.5 billion – 4 billion in 2021.
For the reasons for the sharp decline in performance, Tech-Bank Food Co.Ltd(002124) said that the performance fell sharply year-on-year in 2021, and the deep losses mainly came from the pig breeding business. The company said that with the recovery of pig production capacity and surplus in China, pig prices showed a rapid downward trend in 2021. In 2021, the number of pigs sold by the company increased by 39% year-on-year, but the average sales price of commercial fat pigs decreased by 64% year-on-year. Although the company's pig production capacity has increased, due to the disturbance of the epidemic situation, it failed to produce at full load and balanced. In addition, due to the influence of purchased sows and piglets in the first half of the year, the overall sales cost decreased slightly year-on-year. For the long-term development of the pig industry, the company took a series of measures in the second half of the year, including accelerating the elimination and renewal of inefficient sows, weak pigs and other measures, which also increased the current loss to a certain extent. Special technical transformation, integration and improvement of breeding advantages such as precise ventilation, spraying and deodorization of pig farms Measures such as accelerating the integrated transformation of breeding, slaughtering and deep processing have not been effective in the current period. According to the relevant provisions and requirements of the accounting standards, the company has preliminarily made a provision for falling price of about 800 million yuan for the consumable biological assets on hand.
In addition, Guangdong Electric Power Development Co.Ltd(000539) , Tiza Information Industry Corporation Inc(300209) , Wuxi Huadong Heavy Machinery Co.Ltd(002685) , Zhejiang Narada Power Source Co.Ltd(300068) , Guangshen Railway Company Limited(601333) , Shenyang Machine Tool Co.Ltd(000410) and other companies also have large advance losses.
Affected by the above performance loss news, most of the above stocks, including Tiza Information Industry Corporation Inc(300209) , Wuxi Huadong Heavy Machinery Co.Ltd(002685) , Zhejiang Narada Power Source Co.Ltd(300068) , Guangshen Railway Company Limited(601333) , fell in the morning, and Kaile Science And Technology Co.Ltd.Hubei(600260) , Shenyang Machine Tool Co.Ltd(000410) closed the one word limit this morning. However, compared with the previous two days, the impact has weakened, Guangdong Electric Power Development Co.Ltd(000539) and other stocks even turned red against the trend after opening low.
several early hot stocks and secondary new shares fell by the limit
While the market rebounded slightly, several early hot stocks and secondary new shares continued to fall by the limit, including Bank of Lanzhou, Thalys Medical Technology Group Corporation(603716) , Chongqing Wanli New Energy Co.Ltd(600847) , Jishi Media Co.Ltd(601929) and so on, and the hype funds showed a trend of retreat.
As of this morning, Bank of Lanzhou, Thalys Medical Technology Group Corporation(603716) , Jishi Media Co.Ltd(601929) has dropped the limit for the third consecutive trading day, Chongqing Wanli New Energy Co.Ltd(600847) is the second consecutive trading day.
State Administration of Taxation: this afternoon, the relevant regional tax departments will expose five tax related illegal cases
On January 26, Huang Yun, director of the general office of the State Administration of Taxation and spokesman, said at a press conference held by the state information office that in 2021, the tax authorities effectively strengthened tax supervision and tax inspection, and seriously investigated and exposed a number of major tax evasion cases in accordance with laws and regulations. This afternoon, the relevant regional tax departments will also expose five tax related illegal cases and continue to play a deterrent and warning role.
According to Huang Yun, in cracking down on tax related violations, the tax authorities will focus on the following aspects this year:
First, further strengthen precision supervision. Establish and improve a new regulatory mechanism based on "credit + risk", and implement dynamic credit rating classification of taxpayers and intelligent risk supervision. Relying on big tax data, focus on high-risk industries, fields and taxpayers, deeply carry out "double random and one open" inspection, appropriately increase the proportion of random inspection, actively carry out joint supervision of departments, and continuously improve the efficiency of supervision.
The second is to further strengthen the normalization strike. We will work hard to implement the working mechanism of the six departments of the State Administration of Taxation, the Ministry of public security, the Supreme People's Procuratorate, the General Administration of customs, the people's Bank of China and the State Administration of foreign exchange to jointly crack down on tax-related violations, regularly and efficiently crack down on "fake enterprises", "fake exports" and "false declarations", especially serious tax-related violations such as gang based and violent false invoices, We will strictly investigate and deal with tax related violations and crimes that defraud tax preferences and gradually promote the issuance of electronic invoices.
Third, further strengthen typical exposure. We will continue to increase the public exposure and joint punishment of some tax related illegal cases with serious circumstances and bad impact, so as to achieve the good effect of investigating and dealing with one case, deterring one area and governing one area.
