On April 27, the A-share market rebounded collectively, with the Shanghai index up 2.49%, the Shenzhen component index up 4.37%, and the ChiNext index up 5.52%. More than 3,900 individual stocks in the two cities were red, of which 139 stocks rose and fell.
From the perspective of the disk, the track stocks collectively rose sharply, lithium batteries, metal nickel, automotive chips, semiconductors, photovoltaics, energy storage sectors rose in front; clothing and textiles, community group buying, real estate and other sectors fell in the front.
CATL surged 7.97% to drive track stocks "return of the king"
As one of the symbols of the track stocks, the Ningde era, today's stock price showed "first suppressed and then rose", rose sharply in the afternoon, up 7.97% throughout the day, the stock price closed at 407.05 yuan, and the company's market value increased by about 69 billion yuan in a single day.
CATL times stock tick chart
The lithium ore sector also performed well, with more than 10 individual stocks such as Yiwei Lithium Energy, Keda Manufacturing, Shengxin Lithium Energy, Tianqi Lithium, ganfeng Lithium and so on.
On the news side, on April 26, Ganfeng Lithium disclosed the first quarter report that the company achieved operating income of 5.365 billion yuan, an increase of 233.91% year-on-year; Attributable net profit was 3.525 billion yuan, an increase of 640.41% year-on-year. For the substantial increase in operating income, Ganfeng Lithium said that it was mainly due to the increase in the price and sales volume of lithium salt products in the current period.
The liquor sector picked up, and Moutai stock price approached the 1800 mark
Yesterday evening, Guizhou Moutai announced the first quarter performance report, the announcement shows that the first quarter achieved operating income of 32.296 billion yuan, an increase of 18.43% year-on-year; the net profit attributable to the shareholders of listed companies was 17.245 billion yuan, an increase of 23.58% year-on-year.
Today, the stock price of Guizhou Moutai rose by 3.60%, closing at 1794.92 yuan in the end of the session, and the market value increased by 77.8 billion yuan in a single day.
Huachuang Securities Research Report said that at present, under the influence of the epidemic, sluggish demand and many other unfavorable factors, Moutai not only shows super brand strength, but also shows the responsibility of the mainstay with exciting performance statements. At the same time, i Moutai only began trial operation at the end of the first quarter, the potential brought by the marketization has just emerged, the potential for medium and long-term volume price improvement is even more sufficient, maintaining the company's 22-24 EPS forecast of 50.2, 58.9 and 68.4 yuan, the annual profit forecast to achieve a more reliable, more certainty premium, maintain the target price of 2600 yuan, and reiterate the "strong push" rating.
In addition, affected by this, the liquor sector today collectively picked up, of which Shuijingfang rose 8%, Jinwei Liquor and Gujing Tribute Liquor rose by more than 6%, and Shanxi Fenjiu and Drunkard Liquor rose by more than 3%.
Some market-related analysis pointed out that after the short-term sharp decline of the index, the marginal improvement of factors that suppressed risk appetite is conducive to the change of investor sentiment to optimism, driving the rapid replenishment of over-the-counter funds. The rebound may not be achieved overnight, whether the market can confirm out of the bottom, and finally need to confirm the changes in the national epidemic trend after May Day, and whether the economic fundamentals can substantially improve the growth rate and structure of social finance under the relay of stable growth policies. Overall, as the overall valuation of the market has fallen into the historical bottom range, in the case of various pessimistic expectations are fully digested, although the index may be repeated, but the long-term investment opportunities have become more and more positive.
(Investment is risky, you need to be cautious when entering the market)
Source: China Net Finance and Economics Synthesis
New Media Editor: Xu Zheng
China Net Finance Official WeChat (ID:zgwcjzx)