2. Huawei's 202 1 profit increased to 1 137 billion yuan, up 75.9% year-on-year, and its revenue was 636.8 billion yuan, down 28% year-on-year. Although the revenue scale has become smaller, the profitability has become stronger. In 20021year, R&D investment reached142.7 billion yuan, a record high, and the accumulated investment in R&D in ten years exceeded 845 billion yuan.
202 1, Huawei recorded a "other net income and expenditure" of about 60.8 billion yuan. External analysis believes that the surge in net profit should include the proceeds from the sale of assets. However, Meng Wanzhou, vice chairman and chief financial officer of Huawei, stressed in his first public appearance after returning to China that Huawei's net profit margin was still higher than that of the previous year, even without considering the proceeds from asset disposal.
Guo Ping, Huawei's rotating chairman, said that Huawei still has difficulties in acquiring advanced chips. (Beijing News)
The yields of 3.5-year and 30-year US Treasury bonds have been upside down for the first time since 2006. Judging from historical experience, financial crises will occur in these two periods. (Securities Times)
At the close of Monday, the interest rate of 5-year US Treasury bonds was reported at 2.5477, which exceeded the 30-year interest rate of 2.545. However, CICC believes that the excessive purchase of bonds by the Federal Reserve last year was an important factor to suppress long-term interest rates, so the shape of the curve was artificially distorted (flattened). Based on this, the flattening or reversal of the curve may have weaker significance to the economy than before.
4. Kweichow Moutai: 202 1, net profit of 52.46 billion yuan, year-on-year increase of 12.34%, total operating income of 10946 billion yuan, year-on-year increase of1%. In the first quarter of 2022, the company expects to realize a total operating income of about 33 1 billion yuan, a year-on-year increase of about18%; It is estimated that the net profit of returning to the mother will be about 65.438+0.66 billion yuan, a year-on-year increase of about 654.38+09%. (Shanghai Stock Exchange)
The profit growth rate of last year's performance report announced by Maotai exceeded institutional expectations. The growth rate of performance in the first quarter is about 19%, which is similar to the previously announced growth rate of about 20% in the performance of1-February.
5. Gree did not pay the employee provident fund in full. Screenshots posted on the Internet show that Zhuhai Housing Provident Fund Management Center replied that Gree Electric Company failed to pay its employees' housing provident fund in full according to the average salary of the previous year from July 20 12 to June 20021year. Gree Electric is studying the supplementary payment scheme, and the supplementary payment amount is being further calculated.
The staff of Zhuhai Provident Fund Management Center confirmed the authenticity of the document, and said that it was not a case that employees did not pay the provident fund in full in Gree Electric, and similar problems of other employees were being dealt with simultaneously. (Red Star News)
6. CCTV exposure of soda marketing chaos cannot replace drugs. Recently, a water supply company in Kunming, Yunnan claimed that alkaline water has therapeutic effect, and also posted some so-called "curative effect" videos on WeChat official account, which were told by patients.
Experts say alkaline water can't replace medicine. For patients with gout or hyperacidity, sodium bicarbonate has a certain effect on alkalizing urine or relieving gastric acid, but the content of sodium bicarbonate in weakly alkaline water is very small. The function of drinking water is to replenish water in the body, but it has no effect on regulating physique. (CCTV)
7. The net profit of Master Kong 202 1 was 3.802 billion yuan, down 6.39% year-on-year. In 20021,the annual instant noodle business income was 28.4 billion yuan, which is expected to be 28.45 billion yuan, down 3.60% year-on-year; Beverage revenue increased by 20. 18% year on year. The gross profit margin for the whole year decreased by 2.78% year-on-year to 30.39%. (beijing business today Today)
8.Xpeng Motors' revenue in the fourth quarter was 8.56 billion yuan, with a net loss of 65.438+0.29 billion yuan. It is estimated that the net loss in the fourth quarter will be 654.38+0.29 billion yuan. It is estimated that the revenue in the first quarter of 2022 will be 7.2 billion yuan to 7.3 billion yuan, the delivery volume in the first quarter is expected to be 33,500 to 34,000, and the market is expected to be 38,300. (China Securities Network)
1. The three major American stock indexes collectively closed up, with the Nasdaq up 1.3 1%, the Standard & Poor's 500 up 0.7 1% and the Dow up 0.27%. Tesla rose more than 8%, and Tesla will ask shareholders to vote at this year's annual general meeting to authorize an increase in the number of shares in order to achieve share splitting. Apple rose 0.5%, and the daily line 10 rose continuously, which was the first increase since 20 10. Game stations rose more than 25%, rising for ten days in a row. In terms of Chinese stocks, iQiyi rose over 9%, Weilai Automobile rose over 6%, and Alibaba rose nearly 2%. (each meridian)
2. WTI crude oil futures in the global market fell by 9.24% overnight; Brent crude oil futures fell 9. 18% to 106.6 USD/barrel. Earlier, it was reported that the UAE Energy Minister said that the UAE would increase its natural gas production capacity by 30% to expand LNG exports.
However, the UAE later said that if the market supply and demand are balanced and resources are in the market, it will not increase resources and the cooperative relationship with Russia will remain stable. Several OPEC+representatives said they expected OPEC+to stick to their long-term plan and approve a moderate increase in production again when they met on Thursday.
London gold fell 1.8%, London silver fell 2.43%, copper rose 0.9 1%, aluminum was flat, nickel fell 7.02%, and Shanghai nickel fell 5.57%.
The dollar index rose by 0.35%. Offshore RMB depreciated by 25 basis points to 6.3862. FTSE China A50 index futures rose 0.4% in the evening.
In the domestic futures market, coking coal rose 1.96%, coke rose 1.6%, and thermal coal fell1.65,438+09%. Iron ore rose 1. 1%, and hot coil fell by 0.08%; Methanol decreased by 2. 1 1%, glass decreased by 1.35%, rubber decreased by 0.26%, urea decreased by 0.36%, pulp decreased by 1.72% and soda ash decreased by 0.38%.
3. Stick to a loose stance against the trend! The Bank of Japan announced the unlimited purchase of bonds, and the USD/JPY stood at the 125 mark for the first time in seven years. (each meridian)
1.3-year-old infant care can be tax-deductible, with a monthly fee of 1000 yuan per person. The Notice on Establishing Special Additional Deduction of Personal Income Tax for Infants under 3 years old was issued. Taxpayers' expenses related to the care of infants under 3 years old were deducted according to the standard of 1000 yuan per infant per month. Parents can choose one party to deduct 100% of the deduction standard, or they can choose both parties to deduct 50% of the deduction standard. The specific deduction method cannot be changed within a tax year. Implemented from 2022 1. (澎湃)
2. Development and Reform Commission: intensify efforts to revitalize existing assets, promote more qualified existing projects to issue infrastructure REITs, open up investment exit channels, and enhance the enthusiasm of enterprises to participate in infrastructure construction. Give priority to supporting stock projects with sustainable profitability to carry out cooperation between government and social capital (PPP), give full play to the professional advantages of social capital, and improve project operation efficiency. (Cai Yi)
1. The first batch of 30 plots in Tianjin were sold centrally, covering an area of about 2,050,900 square meters, with a starting price of 26,899,500 yuan. The listing time is April 2022 15-25. (澎湃)
2. China Everbright Bank: The risks in the field of real estate loans are controllable and reasonable. Support the real estate merger and acquisition of "high-quality subject+high-quality project" and support the commercial housing market to better meet the reasonable housing needs of buyers. (澎湃)
3. Sunac China: It is estimated that the unaudited annual results of 2002 1 cannot be released on schedule, and the suspension of trading will be suspended from April1day (Company E).
1. On Monday, the Shanghai Composite Index rose 0.07% to 32 14.5 points, while the Growth Enterprise Market Index fell 1.66% to 2594. 13 points, with a total turnover of 870.4 billion yuan.
Institutional Yuan Da believes that the index covers the gap and falls below the recent narrow fluctuation range and all moving averages. At present, the trend of the moving averages has all gone bad, and the index rebound is even weaker under shrinkage. (Securities Times)
Lu, investment director of BlackRock Fund, said that the market should not panic excessively, and China stocks are very valuable in global allocation. Despite the continuous decline of Hong Kong stocks, southbound funds continue to flow in, optimistic about opportunities in new energy, big finance, high-quality consumption and other fields. (China Fund News)
Qiu Dongrong, manager of Zhonggeng Fund, said: Only by taking risks correctly can we pursue higher risk compensation. At present, the investment opportunities in the market have changed from the structural opportunities we judged before to systematic opportunities. Especially from the perspective of Hong Kong stocks, we are strategically optimistic about the systematic investment opportunities of Hong Kong stocks.
2.CICC analysis: Oil price shock and recession risk are the main asset types. Oil price shocks reduce economic growth, and the impact of the United States and Europe is greater than that of China. According to the model calculation, if the oil price rises by 10%, the negative impact on the future 1 annual GDP growth rate of all countries will be around 0. 1%. The sustained impact of rising oil prices on economic growth is about 1-3 years. With the accumulation of time, its impact will be differentiated in different countries.
After the oil price shock, the stock markets in China and Europe both fell sharply in a short time, with the biggest cumulative declines of about 4% and 2% respectively. In contrast, the response of the US stock market is relatively lagging behind, with the biggest drop of about 1%.
Under the impact of oil prices, the long-term allocation value of gold has risen. The increase of gold price in recent years is relatively small, and it may be more flexible in the context of rising inflation. In addition, gold can hedge growth concerns and recession risks. (CICC)
3. Domestic spot lithium quotation Battery-grade lithium carbonate spot and lithium hydroxide spot continue to maintain the same price.
4. Northbound funds bought a net of 5.03 billion yuan on Monday, ending five consecutive days of net selling. Tongwei, Longji and Zijin Mining received net purchases of 426,543.8+0 million yuan, 343 million yuan and 654.38+0.84 billion yuan respectively. Kweichow Moutai ranked first in net sales with an amount of 382 million yuan. (China Securities Network)
5. Center for subscription of new shares: Qifeng Seiko (North Stock Exchange). IPO: Taikang, Fuji Lai and Wan Kai New Materials.
1. Ministry of Agriculture and Rural Affairs: China should realize the scientific and technological independence of seed industry, strengthen the collection, protection, development and utilization of germplasm resources, and accelerate the industrialization of biological breeding. (Zhongxin. com)
2. It is reported that Apple cut the order of AirPods headphones, and this year it reduced the annual output by more than 6,543,800 sets, because it predicted moderate demand and hoped to reduce the inventory level. According to CounterpointResearch, Apple shipped 76.8 million AirPods last year. Apple declined to comment on the report. (Interface)
3. CINNO RESEARCH: In February, domestic smartphone sales both dropped by more than 20% compared with the same period of last month. In February, the sales volume of smartphones in China market was about 23.48 million units, down 20.5% year-on-year and 24.0% quarter-on-quarter. Affected by the macro-environment, mobile phone manufacturers began to reduce market expectations, cut orders in the mobile phone supply chain, and reduce the specifications and configuration of mobile phone products. (picking lotus)
1. Northern Rare Earth: It is estimated that the net profit in the first quarter will increase by 750 million yuan to 950 million yuan, up by 96.78%- 122.59% (CSI).
The company's previously announced 20021annual performance forecast is an increase of 4.068 billion yuan to 4.228 billion yuan, an increase of 488.58% to 507.79%. In the first quarter, it still maintained a high growth rate at a high base, and the agency predicted that the annual performance growth rate in 2022 would be 65.7%.
2. siyuan electric: The estimated net profit in the first quarter is 65,438+0.65,438+0 billion yuan, down 43%-66,5438+0% year-on-year, mainly due to the epidemic situation. (e company)
3. Shengxin Lithium Energy: It is estimated that the net profit in the first quarter is 900 million yuan-10/0 million yuan, up 765.24%-957.52% year-on-year, and it is expected to increase 188%-252% compared with the fourth quarter of last year.
38 A-share listed companies disclosed their first-quarter results forecast on the evening of March 28th. Except siyuan electric, the other 37 companies achieved year-on-year growth in net profit in the first quarter. Among them, the lower growth limit of six companies is expected to exceed 100%, mostly from anti-epidemic related industries such as new energy industry chain and biomedicine. (Shanghai Stock Exchange)
4. Xinzhoubang: The net profit in the first quarter was 480 million yuan-565,438+0 million yuan, up 265,438+00%-230% year-on-year. On the same day, Xinzhou State plans to issue convertible bonds to raise no more than 2 billion yuan for Hankang electronic materials "annual output of 59,600 tons of lithium battery additives" and Jingmen Xinzhou State "annual output of 283,000 tons of lithium battery materials".
It is estimated that the net profit in the first quarter will increase by 9%- 16% compared with the fourth quarter of last year. (picking lotus)
5. Shuanghui Development Annual Report: 202 1 net profit was 4.87 billion yuan, down 22.2 1% year-on-year, and it is planned to send 10/2.98 yuan. Due to the unexpected fluctuation of the live pig market in 20021year, the rhythm of frozen products was controlled, resulting in a sharp decline in the profits of domestic frozen products and imported pork. (each meridian)
Rotex is an indirect wholly-owned subsidiary of wan chau international and the controlling shareholder of Shuanghui Development. It holds about 70.33% equity of Shuanghui Development. Compared with 2 1. 14% in 2020, the proportion of 202 1 purchased from it decreased obviously. Due to the obvious decline in domestic meat prices, the price difference between domestic and foreign meat prices has narrowed significantly, affecting the profit of imported pork.
Wan chau international Annual Report shows that in 20021year, the meat products sales of the group increased by 1.3% to 3.32 million metric tons. In China, the sales volume decreased by 65,438+0.6% during the year due to the insufficient growth momentum of the consumer market.
6. Silanwei: The net profit in 20021year was15180,000 yuan, up by 2 145.25% year-on-year. It is proposed to send 10 to 1 yuan (e company).
7. Li, Vice President of China: The share price is undervalued and will be stabilized and boosted by various means. Li said that the current dividend yields of A shares and H shares are 8% and 3.7% respectively, which is worth holding for a long time. (Shanghai Stock Exchange)
8. Nongfu Spring: 202 1, with a net profit of 710.62 billion yuan, a year-on-year increase of 35.7%. It is estimated that the annual revenue of 6.82 billion yuan will be 29.70 billion yuan, a year-on-year increase of 29.8%, and the estimated revenue will be 28.54 billion yuan. (e company)
9. Angel Yeast: 202 1 annual net profit1308 million yuan, down 4.59% year-on-year. It is planned to send it to 5 yuan (Company E) on 10.
The company's performance has experienced negative growth for the first time since 2 0 14. Gross profit margin dropped sharply to 27.34%; The return on net assets has also continued to decline.
10. CITIC Securities: 202 1 net profit 23 1 billion yuan, up 55% year-on-year. It is planned that Huaxia Fund, a subsidiary of 5.4 yuan in 200210/0, will realize an operating income of 8.10.50 billion yuan and a net profit of 2.30.10.20 billion yuan. (e company)
1 1. Jiugui Liquor: We are strengthening the construction of online sales channels and will increase the launch of new media (e company).
12. Tsingtao Brewery: 202 1, with a net profit of 365,438+55 million yuan, a year-on-year increase of 43.34%. It is proposed to send 1 1 Yuan (Company E) to 10.
13. Jinpu Titanium Industry: It is planned to invest 10 billion yuan to build a new energy battery material integration project, including the construction of 200,000 tons/year battery-grade iron phosphate and 200,000 tons/year lithium ferrous phosphate. (Shanghai Stock Exchange)