At the close of trading on April 16, the Xinjiang plate index was 13,788.32, down 6.33 percent, 2 stocks rose on the same day, 58 stocks fell, 0 stocks were flat, the increase rate was 3.33 percent, and the total turnover rate on the day was 1.56 percent, with a total turnover of 9.965 billion yuan.
1. Trend of index change:
Trend of Shanghai Composite Index in the past 10 days (from Oriental Wealth).
ChiNext index trend in the past 10 days (from Oriental Wealth).
Trend of Xinjiang Plate Index in the past 10 days (from Oriental Wealth).
2. Ranking of stock price increases:
Bakken Energy (002828) closed at 11.01 yuan, up 6.17%, Twining Biotechnology (301301) closed at 9.35 yuan, up 0.32%, Daqo Energy (688303) closed at 25.29 yuan, up -0.20%, and Shenwan Hongyuan (000166) closed at 4.44 yuan, up -0.67%.
On April 16, the stock price increase ranking of the Xinjiang sector (from Oriental Wealth).
3. Ranking of turnover ratio:
Bakken Energy (002828) 29.22%, Quasi-Oil (002207) 11.51%, Uni-President (600506) 8.65%, Baodi Mining (601121) 7.76%, and Yuandao Communication (301139) 7.57%.
On April 16, the turnover rate of the Xinjiang plate ranked (from Oriental Wealth).
Fourth, the ranking of transaction amount:
Guanghui Energy (600256) 895 million yuan, CNPC Capital (000617) 714 million yuan, COFCO Sugar (600737) 672 million yuan, and CNPC Engineering (600339) 590 million yuan.
On April 16, the turnover ranking of the Xinjiang sector (from Oriental Wealth).
Fifth, the main capital flow:
COFCO Sugar (600737) 7.22 million yuan, Quasi-Oil (002207) 4.47 million yuan, Friendship Group (600778) 3.02 million yuan, Li New Energy (001258) 3.02 million yuan, Hongtong Gas (605169) 2.1 million yuan.
On April 16, the main capital flow of the Xinjiang plate (from Oriental Wealth).
VI. Disclosure of Important Information:
Bohai Leasing (000415): On April 16, the company released the main operating data of its overseas subsidiaries in the first quarter of 2024. According to the report, in the first quarter of 2024, the company's holding subsidiary, Avolon, delivered a total of 9 new aircraft and 3 secondary lease aircraft to 7 customers, completed 9 aircraft sales and signed 17 aircraft sales letters of intent, signed a total of 39 aircraft leasing transactions (including lease agreements, secondary lease agreements and lease extension agreements for new aircraft), and signed 7 aircraft sale and leaseback transaction letters of intent. At the same time, its wholly-owned subsidiary, GSCL, delivered new containers worth approximately US$110 million to customers.
Tianrun Dairy (600419): On April 16, SDIC Securities and Cinda Securities both issued research reports saying that they gave Tianrun Dairy a buy rating. The main reasons for the rating include: revenue continued to grow by double digits in the fourth quarter of last year, the resilience of market expansion outside Xinjiang was highlighted, and the scale growth driven by differentiated regional play, short-term pressure on profits, and future flexibility can be expected. The full-year target has been successfully achieved, the two-wheel drive is steadily improving, and the revenue growth rate is expected to continue to be realized in 2024. Risk warnings include: long-term decline in raw milk prices, channel expansion outside Xinjiang, demand in Xinjiang, and product promotion are less than expected, food safety issues, and intensified competition in the industry.
Bayi Iron and Steel (600581): On April 16, the company released its 2023 annual performance report. In 2023, the company will produce a total of 5.26 million tons of iron, 5.69 million tons of steel and 5.56 million tons of commercial materials, an increase of 370,000 tons, 390,000 tons and 520,000 tons respectively year-on-year. The operating income was 22.97 billion yuan, down 0.32% year-on-year, and the operating cost was 22.09 billion yuan, down 3.9% year-on-year, and the loss was 200 million yuan year-on-year. According to the report, in 2023, the steel industry as a whole will show a trend of strong supply and weak demand. The company deepens the business philosophy of accounting, expands the dimension of accounting operation, and organizes production, reduces costs and increases efficiency, and benchmarks and finds differences in combination with the output flat control policy, market off-peak season, product margin, etc., so as to ensure the smooth and orderly progress of production and operation and various tasks.
Uni-President (600506): Disclosure of the 2023 annual report on April 16. During the reporting period, the company achieved operating income of 2.239 billion yuan, a year-on-year increase of 11.35%, of which the main business income was 2.23 billion yuan, a year-on-year increase of 11.18%, and the net profit loss attributable to the parent company was 48.9845 million yuan, a significant decrease compared with the same period in 2022. In 2023, the company actively adjusted its product structure, further explored low-carbon business opportunities, gave full play to its low-carbon business advantages, completed the certification of the ISO14064 greenhouse gas emission verification system, and its wholly-owned subsidiary, Uni-President Petrochemical, has been certified as a "National Green Factory" by the Ministry of Industry and Information Technology, and established a "Unified Low-carbon Supply Chain Alliance" with Tianjin Carbon Emission Exchange and all suppliers. Launched coolants and special grease products suitable for new energy vehicles, charging piles, photovoltaic and other renewable energy equipment and other industries, and continued to meet the new needs of customers in the new energy industry.
Zhongji Health (000972): On April 16, the company released its first quarter 2024 performance forecast. The forecast net profit was 5 million yuan to 6.5 million yuan, and the forecast net profit fell by 70.38% to 61.5% year-on-year. The company made the above forecast based on the following reasons: the sales volume of the company's main product vat ketchup in the first quarter decreased by about 40% compared with the same period last year, resulting in a 45% decrease in the company's gross profit, and the management expenses, financial expenses and sales expenses were basically the same as last year, resulting in a decrease in the company's net profit.
*ST Tianshan (300313): On the evening of April 15, the company announced that the Shenzhen Stock Exchange issued an inquiry letter for the 2023 annual report to Xinjiang Tianshan Animal Husbandry and Biological Engineering Co., Ltd. The letter of inquiry paid attention to the revenue growth and gross profit margin of the company's live animal business, asset leasing business and frozen sperm business during the reporting period, and required the company to explain the operating process, revenue recognition method and income deduction of the relevant business. The letter of inquiry also paid attention to the company's ability to continue operations, the matters highlighted in the audit report, the monetary and capital situation, the concentration of suppliers, and the provision for inventory decline. The Shenzhen Stock Exchange requires the company to make a written explanation of the above issues before April 30, 2024, and requires the company's annual audit accountant to verify and issue a clear opinion.
7. Sorting out the policy situation:
Globe:
@华夏时报: The sharp rise in the dollar triggered a general decline in emerging market currencies, and in order to stabilize the exchange rate, some central banks defended their currencies by selling dollars. Recently, the central banks of Indonesia, South Korea and Thailand have spoken intensively, saying that they are closely monitoring currency fluctuations and making it clear that they will intervene if needed, and Indonesia's central banks are selling the dollar more directly to maintain their currencies.
@央视财经: With the escalation of tensions in the Middle East, the international gold futures price hit a record closing high. On Monday local time, Goldman Sachs raised its gold price forecast for the end of the year to $2,700 an ounce from $2,300 previously. Goldman Sachs pointed out that traditional logic cannot explain the movement of gold prices, and in the short term, gold still has room to rise given the persistence of geopolitical tensions. However, there is also a different voice in the market, which believes that gold is overbought. ANZ noted that there could be a pullback in gold prices.
@财联社: Deutsche Bank and Morgan Stanley both adjusted their interest rate forecasts for the ECB, and only three rate cuts are now expected this year. Deutsche Bank had expected the ECB to cut interest rates by 25 basis points five times in 2024.
Nationwide:
@界面新闻: The Ministry of Industry and Information Technology (MIIT) issued the "Catalogue of New Energy Vehicle Models for Reduction and Exemption of Vehicle Purchase Tax" (the fourth batch), which includes Xiaomi SU7, BYD Seal, Zhijie S7, etc.
@财联社: Recently, under the joint guidance of the three major exchanges, the China Securities Association and the AMAC, the China Securities Small and Medium-sized Investor Service Center, the Capital Market Institute and Panorama jointly launched a special survey on the overall investor relations of A-share listed companies in 2023, aiming to gain an in-depth understanding of the deep-seated problems in concepts, demands and communication between listed companies, investors and securities analysts. Recently, with the implementation of major policies, it has become a consensus to further stimulate the awareness of listed companies to return investors while focusing on improving the quality of listed companies.
@上海期货交易所: After research, it was decided that from the close of settlement on April 17, 2024 (Wednesday), the trading margin ratio and price limit will be adjusted as follows: the price limit of copper and aluminum futures contracts will be adjusted to 7%, the hedging transaction margin ratio will be adjusted to 8%, and the speculative trading margin ratio will be adjusted to 9%. The price limit of gold and silver futures contracts is adjusted to 8%, the margin ratio for hedging transactions is adjusted to 9%, and the margin ratio for speculative transactions is adjusted to 10%.
Xinjiang:
@石榴云: On April 16, Xinjiang's "specialized, special and new" special board was opened, and the first batch of 126 enterprises from the autonomous region and the XPCC entered the board. This is one of the 17 "specialized, refined, special and new" special boards approved to build boards in the country, and it is also the first "specialized, special and new" special board to be opened in the five provinces and regions of Northwest China.
@石榴云: On April 15, the Uzbekistan-China (Xinjiang) Economic, Trade, Investment and Tourism Cooperation and Exchange Conference was held in Urumqi. The event was hosted by the Embassy of Uzbekistan in China and undertaken by the Xinjiang Tianjin Chamber of Commerce.
@石榴云: With the acceleration of the construction of a new power system with new energy as the main body, the development of new energy storage in Xinjiang continues to press the "acceleration button", and the average utilization coefficient in the first quarter exceeded 80%. According to the dispatch data of State Grid Xinjiang Electric Power Co., Ltd., the average equivalent charging and discharging times of new energy storage put into operation in Xinjiang in the first quarter were 141 times, which can basically meet the "one charge and one discharge" in a single day according to the 85% electric energy conversion rate of electrochemical energy storage, and the average utilization hours reach 471 hours.
8. Quick Facts of Global Stock Markets:
Dow Jones Index trend of the last 10 days from Oriental Fortune.
Trend of NASDAQ index in the last 10 days (from Oriental Fortune).
S&P 500 Index trend of the last 10 days from Oriental Wealth.
Hang Seng Index trend in the last 10 days (from Oriental Wealth).
Nikkei 225 Index Trend for the Day (from Oriental Fortune).
Trend of the day in the US dollar offshore yuan index (from Oriental Wealth).
——Looking at the global stock market, examining China's economy, and seizing opportunities in Xinjiang——