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The A-share textile and clothing sector is active against the trend
Net inflow of northbound funds for 6 consecutive trading days
◎ Correspondent Li Yuqi
On Friday, the three main A-share indexes fluctuated throughout the day, and the Prev Index fell below 3,300 points. At the end, the Shanghai Composite Index was at 3272.36 points, down 1.12%; Shenzhen Component Index was at 11005.64 points, down 1.23%; The ChiNext Index was at 2252.38 points, down 1.06%.
On the disc, the textile and clothing sector led the gains,Red Dragonfly2 connecting boards,Jiu Mu Wang、cloud horseWaiting for the daily limit of multiple stocks; diversify and strengthen power stocks,Guangdong A Electric Power、Hangzhou Thermal PowerDaily limit; pharmaceutical stocks rebounded,Longshen PassageIncreased by more than 10%; jointly modified AI application address,Simei Media、Zhejiang Digital Culture、Visual ChinaWait for multiple stocks to drop.
In terms of money, the full-day turnover of the Shanghai and Shenzhen stock markets was 848.1 billion yuan, a decrease of 47.8 billion yuan from the previous trading day. The net purchase of northbound funds was 1.326 billion yuan, showing a net inflow for 6 consecutive trading days. Among them, Shanghai Stock Connect’s net purchase was 547 million yuan, and Shenzhen Stock Connect’s net purchase was 779 million yuan.
The textile and clothing sector is active against the trend
Yesterday, the textile and clothing sector bucked the trend and rose. From the closing,Rongmei sharesrose almost 12%, and once rose more than 18% at midday; red dragonfly,seven wolvesYun Zhongma, Jiu Mu Wang,Yangzhou Jinquan、Bangjie sharesWaiting for the daily limit of multiple stocks,Snow Taihu、Jiaman clothing、Tomohisa MinamiyamaAnd so followed up.
In terms of news, Bangjie, a textile and clothing company, recently issued an announcement saying that Chen Jiansong, the company’s chairman and general manager, and Chen Gendi, a person acting in concert, will increase their payments by 2.7 million shares in the company through a central offering on May 11, 2023. , which accounts for 0.59% of the company’s total share capital, with an increase of 19.98 million yuan. At the same time, Chen Jiansong and Chen Gendi plan to increase their holdings of the company’s shares by means of central offers or block transactions within six months from May 11. accumulated amount).
According to the latest data released by the General Administration of Customs, my country’s textile and garment exports in April were 176.03 billion yuan, a year-on-year increase of 17.4%, driven by my country’s continuous efforts to stabilize policies and supply foreign trade. chain recovery, fast delivery of orders and low base. Among them, textile export was 87.41 billion yuan, a year-on-year increase of 12.1%; clothing export was 88.62 billion yuan, a year-on-year increase of 23.2%.
Soochow SecuritiesHe said the growth rate of branded clothing performance in the first quarter was bright, and the performance in the second quarter is expected to rebound further from the low base. In terms of textile manufacturing, export-oriented initiatives are expected to lead to an upward inflection point in orders in the second half of the year, domestic sales initiatives are expected to improve orders in the second quarter, and orders for foreign brands may. rising again after completing destocking in the second half of the year.
Power stocks are strengthening again
Yesterday, power stocks continued their previous active trend, and ranged higher after the market opened. Finally, Guangdong Electric Power A, Hangzhou Thermal Power,Jiantou Energydaily limit,Anhui Powerup almost 9%,Huadian International、Hengsheng Energy、Shenergy shares、Funeng shares、The power of LongyuanThe progress is not small.
Since April, Jiantou Energy’s stock price has risen more than 40%. Jiantou Energy said in a recent organizational survey that the company is trying to transform through several aspects: First, do a good job in improving the quality and efficiency of existing coal power assets. Focus on efficiency, maintain cost leadership, and improve market competitiveness. According to the regional energy development plan, the development of coal power projects will be carried out in a consistent and orderly manner, and the size advantage of coal power installation capacity will be maintained; the second is to stick to the green and low carbon. strategic orientation, and accelerating the pace of transformation and upgrading. Promote the related development of “coal power + new energy + energy storage”, accelerate investment in new energy projects, promote the implementation of pump storage projects, and closely track the directions of technological and industrial development in areas such as energy storage and hydrogen energy.
According to data from the National Energy Ministry, the electricity consumption of society as a whole in the first quarter was 2.12 trillion kWh, a year-on-year increase of 3.6%. The total consumption of electricity in the primary, secondary and tertiary industries was 1.78 trillion kwh, a year-on-year increase of 4.2%.
Cinda SecuritiesIt is believed that the power sector is expected to lead to improved profitability and revaluation. As the National Development and Reform Commission intensifies efforts to guarantee the supply of long-term electricity and coal associations, the actual performance rate of long-term electricity and coal associations is expected to increase slightly, and it is expected that the cost side of coal power enterprises will be relatively controllable. Looking ahead, the performance of power operators is expected to improve significantly, and coal power equipment manufacturers and flexible conversion technology companies are also expected to benefit from the start of a new cycle of coal power.
Technology stocks are expected to return to the upward channel
Changjiang SecuritiesHe said that the recent violent shocks in technology stocks were mainly due to the consumption of the huge profits in the early stage. After fully digesting and consolidating, it is expected to return to the upward channel, and it is possible to increase positions appropriately at the low point of the shock next week.
Sinolink SecuritiesAi Xiongfeng, chief strategy analyst, said that TMT has all the characteristics of becoming a new main investment line in the next 2 to 3 years. In terms of specific industry configuration, it is recommended to focus on TMT, precious metals, and brokerage sectors. Ai Xiongfeng believes that TMT can focus on four subdivided areas: first, computer ToC end product companies have a strong market space and market bargaining power; second, optical communication and communication operators are increasing in building computer infrastructure The third is “AI +” games and applications in the media sector, which may be the areas that benefit most directly from artificial intelligence; the fourth is that as the semiconductor cycle gradually ends, the subdivision industrial chain areas supported by AI computing power demand can be laid out.
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