A Shares "Epidemic" When: A Number Of Listed Companies To Start The Pre Heating Tray.

After three thousand days of trading on the first day of opening, the market risk aversion eased slightly, and the gem index rebounded sharply by 4.84% in February 4th.

However, this does not mean the complete release of short-term risk. The subdivision plate represented by leisure service and architectural decoration was affected by the epidemic prevention and control, and after the commencement of the holiday.

As far as listed companies are concerned, some enterprises have also launched corresponding maintenance price schemes according to their own conditions. For example, Yu Garden shares (600655.SH) plan to buy shares from 10 million shares to 20 million shares at a price not exceeding 8.3 yuan / share. Another professional retail enterprise, 603214.SH, the director general, Gao Min, decided to terminate early implementation of the company's IPO holdings before the reduction plan.

According to statistics, as of February 4th, 75 industries in Shen Wan's 104 two tier industries failed to stop the decline, and the cumulative decline continued to expand after the holiday. Restaurants, tourism, shipping, decoration and other sectors were most obvious, which is also consistent with the current situation of the epidemic prevention and control period.

If the underlying stock price falls further in the future, it is also impossible to exclude the possibility of the corresponding listed company starting and maintaining the stock price plan.

Hang Jin technology rapid increase

In recent days, Cai Weidong, the chairman of Hang Jin Technology, has acted most rapidly in maintaining the share price.

On February 2nd, one day before the opening date, 000818.SZ received Cai Weidong's written instructions, and plans to increase its stock market to 30 million yuan to 50 million yuan through the two tier market in the next 6 months.

In February 3rd, Hang Jin Technology did not break down unexpectedly. In February 4th, Hang Jin technology disclosed the progress of its holdings. As of the close of the day, Cai Weidong has increased its total holdings by 5 million 229 thousand and 700 yuan.

Before the Spring Festival, Hong Kong technology and Hong Kong stocks went through a wave of obvious rise. At this time, the price increase is not low. But the effect is also very significant. In February 4th, the stock price of the company rose to 4.3% after the opening of the limit price, and its amplitude was 16.39% throughout the day.

In this round of holdings, besides state-owned enterprises such as Hang Jin Technology, state-owned assets are also planned. In February 3rd, the A shares collapsed on the night, and the Sino Gold environment (300145.SZ) and Shanghai port (600949.SH) both issued a plan to increase their holdings.

The former controlling shareholder is Wuxi Municipal Public Industrial Group Co., Ltd., which plans to increase the company's shares by no less than 30 million shares at the price of 5.5 yuan / share. The latter is a senior executive of the Shanghai municipal SASAC, including Chairman Yuan Guohua, who plans to increase 100 thousand yuan to 1 million yuan.

On the other hand, the repurchase of listed companies as the main body is also in progress.

Also on the eve of the opening of the market, Sanxiang shares (000863.SZ) issued a buy back plan to buy shares in a centralized bid, and the repurchase scale ranged from 50 million yuan to 100 million yuan.

In February 3rd, those who joined the repurchase troop included 002224.SZ and Guo Guangchang's Yu Garden shares (600655.SH).

For the reasons for the repurchase, three forces said, "to safeguard the interests of the vast majority of shareholders, and enhance investor confidence in the company......" Fully mobilize the enthusiasm of the company's management and core personnel and other reasons. The company's repurchase shares will be used for ESOP or stock incentive.

And Yu Garden shares clearly put forward the "stock market volatility factor, which takes into account the company's recent two tier stock market performance".

In addition, the sudden outbreak of the new crown pneumonia epidemic, and the huge impact on the two tier market, also eliminated some of the executives of the listed company's original reduction plan.

On the evening of February 3rd, 300436.SZ announced that Li Guoping, Ye Liqing and Li Guodong, the three practical controllers and their concerted action, decided to terminate the reduction plan ahead of schedule, and promised not to reduce them by the end of June this year.

However, the shares of 603214.SH, a constable Gao Min, came partly from the company's IPO earnings and has been lifted.

Catering, tourism or "maintenance" main force

Although these companies have already begun to maintain their share prices, the speed and frequency of the overall launch have not yet been widely spread, but are still in the "preheating" stage.

However, the expected "new inflection point of Hubei's new diagnosis and new suspected growth rate" has not yet arrived. The risk of risk aversion in the two tier market is hard to dissipate. Although the household appliances and biopharmaceutical plates rebounded in February 4th, it was only partial improvement.

At least, the data level changes show that the market as a whole is still in a weak position.

According to statistics, by the end of February 4th, 75 of the 104 Shen Wan secondary industries continued to decline for 3 days, and two trading days after the opening of the festival, and the 6 segments of medical equipment, communication operations, medicine and commerce, Chinese medicine, chemical pharmaceutics and biopharmaceutical industry rose.

As far as the decline is concerned, tourism and restaurants are the largest, with a cumulative decline of 15.92% and 14.97% respectively after the festival. The 300178.SZ of the internet tourism sector and the Xi'an diet (000721.SZ) of the catering sector are all down by more than 18%.

The key is the substantial impact of the epidemic on tourism and catering industry.

"Hundreds of stores have been closed from the second day of the second year of business, including meals and takeaway business. The original plan is to resume business in the first ten days, but it depends on the development of the follow-up epidemic situation." A Chinese restaurant listed company told reporters in February 4th.

However, the revenue is zero during the period of closure, but the rent and staff salaries are rigid expenses. If the business is suspended for a long time, it will have a huge impact on the operation of the company.

Further subdivision, affected by epidemic prevention and control, business operations, hotels, film and television industries and other industries that are involved in crowds have also been significantly affected at this stage. Holiday consumption increases during the Spring Festival not only disappear, but also need to face sharp decline in traffic volume.

Another impact brought by epidemic prevention and control is the derivative effect caused by the delay in the resumption of the Spring Festival.

This has also been reacted in the two tier market. For example, building materials and iron and steel plate, the biggest drop in A shares in February 3rd, and the smallest drop in 32 steel stocks reached 9.6%.

In this regard, Chen Kexin, chief analyst of the Lange Iron and steel Economic Research Center 3, pointed out that this spring steel market may be less than expected, "personnel gathering blocked, the Spring Festival holiday extended, so that construction and enterprises to postpone the corresponding delay, so this spring steel terminal consumption weakened, followed by passenger flow and logistics slowed down, or even stagnation, will lead to domestic and foreign trade in steel slowed down, including its direct exports and indirect exports two aspects."