(Original title: The policy warm air is blowing frequently, and 4,000 individual stocks have risen! The performance of these companies exceeded expectations, and their stock prices soared…)
In early trading today, A shares fluctuated slightly around yesterday’s closing point, and major stock indexes were mixed. Although the policy has been blowing frequently recently, and today there is a 50% reduction in the transfer fee, the market transaction volume has never been able to effectively enlarge. After yesterday’s shrinkage, there is a further shrinking trend today, which shows that the market has a strong wait-and-see atmosphere and confidence. Still to be restored.
On the disk, nearly 4,000 stocks in the two cities rose. New stocks, new retail, Metaverse, green building and other sectors were the top gainers, while hotel and catering, coal, banking, transportation services and other sectors led the decline. The net outflow of northbound funds was 1.705 billion yuan.
Stocks strengthen on better-than-expected growth
The 2021 annual report and the first quarterly report for 2022 have entered the final stage of disclosure. The growth in performance exceeds expectations and the explosion of performance mines, and the stock price is also polarized.
It has only been 7 trading days since the A-share listing. CNOOC announced its first quarterly report today after returning to A. Driven by rising international oil prices and increased sales, CNOOC’s unaudited oil and gas sales revenue in the first quarter of 2022 reached 82.38 billion yuan , a year-on-year increase of 70.44%, and a net profit of 34.30 billion yuan, a year-on-year increase of 131.67%. At the same time, CNOOC also announced that it plans to distribute a special dividend of HK$1.18 per share (tax included) to all shareholders.
CNOOC’s A shares opened higher in early trading, rising more than 9% at one point, hitting a new high since listing. CNOOC’s H shares also rose by more than 7% at one point, approaching the highest point of the year. Based on the stock price as of press time, the dividend yield of CNOOC A shares is about 6%, and the dividend yield of H shares is as high as more than 10%. The strength of CNOOC also drove the strength of AH oil stocks, with A-share Quasi Oil, Xinchao Energy, and Guangju Energy among the top gainers; H-share CNOOC Oilfield Services and Baineng International Energy also rose strongly.
The strength of CNOOC has also boosted the recent weak new stocks. The sector index opened higher in early trading and rose by more than 2%. Zhengqiang shares rose by 20% in a straight line. Ruida, Jinfang Energy Saving, Dechang, Zhen Nearly 20 stocks such as Ocean Development have daily limit or more than 10%.
In addition, Changan Automobile also announced its first quarterly report for 2022 today, achieving an operating income of 34.576 billion yuan, a year-on-year increase of 7.96%, and a net profit of 4.536 billion yuan, a year-on-year increase of 431.45%. Changan Auto hit the daily limit in early trading. Laobaiganjiu, Yanghe Co., Ltd., Quectel Communications, Zhenhua Technology and other stocks that exceeded expectations in the first quarter, all performed well in the morning.
Detonation of performance mines
Inke Medical, which was once the first stock of the new crown concept, today disclosed both the 2021 annual report and the 2022 first quarter report. In 2021, the company achieved operating income of 16.24 billion yuan, a year-on-year increase of 17.37%, and a net profit of 7.43 billion yuan, a year-on-year increase of 6.04%. Although the growth is not conspicuous, it has grown anyway, and its first quarterly report is a surprise.
In the first quarter, Inke Medical achieved operating income of 2.288 billion yuan, a year-on-year decrease of 66.03%, and a net profit of 83.49 million yuan, a sharp drop of 97.77% year-on-year. This is the fourth consecutive quarter of Inke Medical’s performance decline. In the morning, Inke Medical opened with a 20% limit down, and its stock price hit a new low in more than two years.
The explosion of Inke Medical has put pressure on all new crown concept stocks. Although Rejing Bio, Oriental Bio, and Anxu Bio have continued to make substantial profits in the first quarter, the market is still worried that with the improvement of the epidemic, their profit prospects are worrying.
And the latest new crown concept leader, 10 times big bull stock Jiu’an Medical will announce its first quarterly report for 2022 this evening, which has attracted much attention from investors.
After completing the huge order in the United States, Jiu’an Medical announced today that it was informed on the evening of April 28, 2022 (Thursday), Beijing time, that the company’s US subsidiary iHealthLabsInc. SARS-CoV-2) antigen home self-test kit (colloidal gold immunochromatography) obtained conditional import or sales authorization and received authorization letter. This product is authorized by Health Canada for sale in Canada during the Canadian Public Health Emergency. As a result, Jiu’an Medical opened higher in early trading, and once rose nearly 9%.
Previously, in mid-April, Jiu’an Medical issued a quarterly report pre-increase announcement. It is expected to achieve a net profit of 14 billion yuan to 16 billion yuan in the first quarter of 2022, an increase of 367 times to 419 times year-on-year.
In addition, companies such as Yunmei Energy, Tengda Construction, Fujian Cement, and Presun, whose first-quarter results declined or lost money, all suffered heavy setbacks in early trading.