On the morning of the 30th, affected by the holiday effect, the A-share shrinkage fluctuated slightly, the Shanghai Composite Index retreated slightly after hitting a new high in the year, and the Shenzhen Component Index opened lower and went lower, and the stocks in the two cities fell more and rose less.
On the disk, household appliances, coal, vitamins, medicine and other sectors were among the top gainers, while tourism, low-altitude economy, real estate, construction and other sectors were among the top decliners.
It is worth noting that today's performance mines broke out, Changan Automobile achieved a net profit of 1.158 billion yuan in the first quarter, a year-on-year decrease of 83.39%, Changan Automobile opened low in the morning, and once hit the fall limit in the intraday, driving the overall decline of the automobile sector.
In addition, *ST medium-range, ST Lingda, and *ST Baoli suffered losses in performance, and they began to wear stars and hats today, and their stock prices all opened 20% lower. The stock prices of companies that lost money in the first quarter, such as Shenzhen City Exchange, Risen Energy, and Yijiahe, also fell by more than 10%.
The home appliance industry is booming
Home appliance stocks rose in the morning, and the sector index rose nearly 4% intraday, rising for the fifth consecutive day, hitting a new high in more than two years. Langdi Group, Omar Electric, Changhong Meiling, Jinhai Hi-Tech and other strong daily limits, Martian, Hongzhi Technology, Ecovacs, etc.
Since the State Council issued the "Action Plan for Promoting Large-scale Equipment Renewal and Consumer Goods Trade-in" in March, various localities have actively deployed and introduced relevant rules and policies for trade-in, promoting the upgrading of the home appliance industry and stimulating market vitality.
On April 28, the Beijing Municipal Development and Reform Commission and other six departments jointly held a press conference to interpret the newly released "Beijing Actively Promote Equipment Renewal and Consumer Goods Trade-in Action Plan".
The Beijing Municipal Government has made it clear that it will focus on supporting 26 types of green and smart products, advocating a green, low-carbon, simple and moderate lifestyle, supporting 16 types of green energy-saving products such as refrigerators, washing machines, and computers with first-class energy efficiency (water efficiency), and supporting 10 types of smart home products such as sweeping robots, speakers, and garbage disposers in combination with the trend of high-quality household consumption in families.
Since April, Shanxi, Hunan, Shandong, Guangdong, Zhejiang, Heilongjiang and other places have also successively issued detailed measures, and measures such as subsidies and concessions have attracted much attention. Many local governments also said that they will continue to enrich the trade-in categories in response to local consumption hotspots, and form a joint force through government support, financial guidance, corporate concessions, financial assistance, etc., to continue to promote the accelerated release of consumption upgrading demand.
In addition to the domestic trade-in to stimulate market consumption, the mainland's home appliance exports have also grown rapidly. According to data from the General Administration of Customs, the export value of household appliances in 2023 will be 617.4 billion yuan, a year-on-year increase of 9.9%. In the first quarter of 2024, the export of household appliances continued to maintain a rapid growth trend, with a cumulative export value of 161.49 billion yuan, a year-on-year increase of 8.58%, and a cumulative export volume of 950.65 million units, a year-on-year increase of 20.86%.
The sharp rise in sales volume has led to a significant increase in the output of related companies in May. According to industry online data, the total output of white electricity in May reached 37.75 million units, a year-on-year increase of 15.2%. In terms of categories, the output of air conditioners was 22.77 million units, a year-on-year increase of 19.4%. The output of refrigerator rows was 850,000 units, a year-on-year increase of 13.4%. The output of washing machine rows was 6.48 million units, a year-on-year increase of 4.3%.
Caixin Securities believes that under the support and guidance of the trade-in policy, it will effectively promote the renovation of second-hand houses and the replacement of home appliances, kitchens and bathrooms, and promote the consumption of home improvement and household appliances. It is recommended to pay attention to home appliance faucets with dual advantages in brand and channel, such as Haier Smart Home, Hisense Home Appliances and Midea Group, as well as sweeping robot faucets Roborock and Ecovacs, which have rapid product iteration and innovation and have their own trade-in channels.
Aowei communication "sky floor"
The big bull stock Ovi Communication continued to open with the limit for 6 consecutive days, but it only lasted less than 1 minute, and it opened the limit under the huge selling sell-off, and the stock price crashed to the fall limit, although there were repeated, but as of noon closing, it still closed with the fall limit, and the transaction was enlarged to 776 million yuan, with a turnover rate of 40.2%.
Yesterday, Aowei communication issued a stock price change announcement, the company has not found that the public media reported that may or has had a greater impact on the company's stock trading price of undisclosed material information; the company's recent operating conditions and internal and external business environment has not undergone major changes; the company, the controlling shareholder and the actual controller do not have any major matters that should be disclosed but not disclosed, or major matters in the planning stage.
Aowei Communication also said on the investor interactive platform that the company belongs to the communication equipment manufacturing industry, and is a key high-tech enterprise engaged in military electronic informatization, audio and video command system, network communication and other business fields, and provides professional solutions. With the changes in the economic environment and market environment, the company continues to expand its business areas and develop the metal products business segment. At present, the company has no products for unmanned new energy vehicles, the company has not supplied products to Tesla's industrial chain, and the company has not carried out quantum technology-related business.
A few days ago, the 2023 annual report disclosed by Aowei Communications achieved a total operating income of 235 million yuan, a year-on-year increase of 23.38%, and a net profit of -30.953 million yuan, compared with a loss of 53.182 million yuan in the same period last year. At the same time, Aowei Communication also disclosed the first quarter report of 2024, achieving an operating income of 142 million yuan, a year-on-year increase of more than 2.31 times, and a net profit of -2.39 million yuan, a year-on-year change from profit to loss.
According to the Dragon and Tiger List, the Shanghai Liyang Road Business Department of CITIC Securities, a well-known commonly used seat for tour capital, bought 10.5026 million yuan yesterday, sold 18,800 yuan, and bought a net of 10.4837 million yuan. Another well-known commonly used seat for tourist capital, Oriental Wealth Securities, Lhasa Tuanjie Road Second Business Department, net bought 28.847 billion yuan. A net sale of professional seats in an institution was 5.9335 million yuan.