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coal and real estate sectors have seen many stocks hit the limit, and chicken breeding stocks have become the biggest winner today.
htmlOn April 18, major A-share indexes such as the Shanghai Stock Exchange Index, Shanghai and Shenzhen 300 Index, Shenzhen Component Index, ChiNext Index, etc. showed a low opening and high closing in the early trading, and the Shanghai Composite Index closed at 3,200 points.ChiNext Index bottomed out and rebounded first, closing up by more than 1%. The constituent stocks Maiwei shares rose 11.36%, while the technology leaders such as Watson Bio, Sanhuan Group, Zhuoshengwei, Jinlang Technology, and Jingsheng Mechanical and Electrical ranked among the top in terms of growth.
Egg price supply and demand pattern is tight
Chicken concept stocks rose against the market
Chicken, pork, automotive chips, HJT batteries, gallium nitride and other themes performed well, among which the chicken index led the increase list. Chicken concept stocks were all over the place, with Xiaoming shares rising by 14.12%, and Xiantan shares, Minhe shares and Yisheng shares hitting the daily limit.
The strengthening of chicken breeding stocks may be related to the continued rise in egg prices. According to the Economic Daily, monitoring data of the Ministry of Agriculture and Rural Affairs shows that after March, the national egg appearance price, wholesale price and retail price have risen month-on-month for five consecutive weeks. As of now, the cumulative increase in the national egg appearance price, wholesale price and retail price has exceeded 6%, 10%, and 5%, respectively.
Zhu Ning, an associate researcher at the Institute of Agricultural Economics and Development, Chinese Academy of Agricultural Sciences, said that in previous years, egg prices stopped falling and rose since April, and this year's egg prices have risen since March, which is ahead of previous years. The main reason is that the supply and demand pattern of the egg market is relatively tight.
The major financial sectors collectively cooled down
2 Popular real estate stocks encountered the "floor"
Coal, real estate, insurance, securities, banks and other sectors ranked among the top in the decline. The strong coal sector ranked first in the decline last week. Dayou Energy, Xinji Energy, Anyuan Coal Industry, Yunwei Co., Ltd., Zhengzhou Coal and Electricity and other limit hits. Coal leader Yankuang Energy retreated continuously after hitting an all-time high intraday trading last Friday, with a decline of more than 7% on both days.
news, the Price Department of the National Development and Reform Commission held a special meeting recently. The meeting pointed out that coal is an important basic energy source, and it is of great significance to do a good job in ensuring the supply and stabilizing coal prices. Under the framework of existing laws and regulations, the specific identification standards for illegal price gouging in the coal field will be studied and clarified, which will help guide coal operators to operate legally and maintain normal order in the coal market.
The real estate sector also saw many stocks hit the limit. Chongqing Development, Beijing Investment Development, Airport Shares, Beijing Energy Real Estate, and Xinhualian closed down the daily limit.
Chongqing Development and China Communications Construction Real Estate both encountered "ceilings and floors" today. The hottest real estate stock in recent days, , China Communications Construction Real Estate , hit the daily limit in the morning today, with an intraday price hitting a record high, and it was hit to the limit at the end of the trading day. At the close, the stock price was only 2 cents away from the limit.
Social Security Fund has made large-scale increase in holdings in the cyclical industry
Securities Times·Databao statistics, currently more than 1,800 shares have disclosed their 2021 annual reports, and the holdings and investment trajectories of the social security fund portfolio have surfaced.
As of the end of 2021, the social security fund portfolio appeared among the top ten circulating shareholders of 240 shares. These stocks have a total of 104.9 billion yuan in holdings of social security funds. The top three stocks with the highest holdings account for the outstanding shares are Guanghetong, Xinyaqiang, and Jeput , with the holdings exceeding 8%.
compared with the end of last quarter, 66 new shares were added, 59 shares increased, 61 shares were reduced, and the number of holdings of 54 shares did not change. The social security fund's increase in holdings of more than 10 million shares are Zijin Mining, Nangang Co., Ltd., China Construction, China General Nuclear Corporation, OCT A, Pangang Vanadium Titanium , etc., mainly from traditional cyclical industries such as nonferrous metals, real estate, steel, and building materials.
Databao statistics, during the fourth quarter of last year, the nonferrous leader Zijin Mining received a number of increase in social security funds of 71 million shares, and the market value of the social security fund holdings reached 3.893 billion yuan at the end of the period.
According to the latest first quarter report disclosed by Zijin Mining, the two major social security funds combined holdings are close to 4 billion .Among the top ten circulating shareholders, well-known investment institutions such as Gaoyi Assets, Abu Dhabi Investment Bureau, and Securities Finance Corporation all have heavy positions, with northbound funds holding market value exceeding 20 billion yuan, ranking second in the proportion of holdings.
9 shares were reduced by more than 10 million shares by the social security fund, namely ZTE, Sanyou Chemical, Haige Communications, Yuntu Holdings, Hualu Hengsheng, Yutong Bus, Kangli Elevator, Chengde Lulu, and AVIC Optoelectronics .
5G leader ZTE was reduced by 43 million shares, ranking first. In the third quarter of last year, there were two social security fund combinations among the company's top ten circulating shareholders, and by the end of the fourth quarter, there was only one left, and the market value of the holdings dropped to less than 1 billion yuan.
northbound funds have invested heavily in infrastructure leaders
Databao statistics. Judging from the performance of social security fund holdings, the above 240 stocks have fallen by 17.54% since the beginning of this year, underperforming the Shanghai Composite Index during the same period.
Superstar Technology and Zhen'an Technology both fell by more than 50% in the past three years. The net profits of the two companies in 2021 fell by 5.93% and 45.58% respectively.
Shenhuo Co., Ltd., Yakuen International and Yancoal Energy html ranked among the top three in the past three years. The net profits of these three companies doubled last year, and the stock prices of Yakuen International and Yancoal Energy both hit record highs in three trading days.
is calculated according to the average transaction price of the range. Since April, 17 social security funds heavily held stocks have received northbound funds increased by more than 100 million yuan, namely China Construction, Ping An Bank, China Shenhua, Shenhuo Shares, Yanzhou Energy , etc.
China Construction received an increase of 1.569 billion yuan, ranking first. The stock rose 18.8% against the market this year, and the latest rolling price-to-earnings ratio is less than 5 times.
Statement: All information content of Databao does not constitute investment advice. The stock market is risky, so be cautious when investing.
Editor in charge: He Yu
Databao
Databao (shujubao2015): Securities Times Intelligent Original Innovation Media.
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