Today (January 27), the main contents of the daily of A-share listed companies are as follows: 14 times bull stocks Andon Health Co.Ltd(002432) stopped falling and rebounded; Silicon chip leading enterprise Tianjin Zhonghuan Semiconductor Co.Ltd(002129) announced a comprehensive increase in the price of monocrystalline silicon; Chongqing Sokon Industry Group Stock Co.Ltd(601127) start a fixed increase of 7.1 billion; See also the big ticket for insider trading. Comrades in arms and friends were fined more than 25 million.
hot company trends:
us orders increase by another $500 million! 14x bull stocks Andon Health Co.Ltd(002432) stopped falling and rebounded
Andon Health Co.Ltd(002432) on the morning of January 27, it was announced that the order of covid-19 kit in the United States was added. Boosted by this news, Andon Health Co.Ltd(002432) opened rapidly. According to the announcement of Andon Health Co.Ltd(002432) , on January 26 local time in the United States, the U.S. subsidiary signed a change contract with the U.S. ACC (U.S. Army contract management command) on the original purchase contract. On the basis of the purchase of 250 million ihealth kit products in the original contract, 104 million ihealth Kit products were purchased. Due to the above changes, The total contract amount increased from US $1.275 billion to US $1.775 billion, about RMB 11.226 billion. The ihealth kit products purchased additionally shall be delivered before March 14, 2022, and the delivery method shall be Fob origin.
what is the reason behind the price increase announced by silicon chip faucet? The performance of concept stocks is expected to increase significantly. Northbound capital will increase its holdings of 3 shares
Since the new year’s day, the overall performance of monocrystalline silicon concept stocks has been flat. Three stocks have been increased by more than 200 million yuan, and Longi Green Energy Technology Co.Ltd(601012) has the highest amount of increase. On January 26, the leading silicon wafer enterprise Tianjin Zhonghuan Semiconductor Co.Ltd(002129) announced a comprehensive increase in the price of monocrystalline silicon. On the same day, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) announced the latest silicon wafer price. Compared with the previous price, the price was comprehensively increased to 160 μ M as an example, the price of silicon wafers of different specifications will be increased by 0.4 ~ 0.92 yuan / piece. As early as 10 days ago, the industry leader Longi Green Energy Technology Co.Ltd(601012) took the lead in raising the price of silicon wafers.
Chongqing Sokon Industry Group Stock Co.Ltd(601127) start the development of 6 new models with a fixed increase of 7.1 billion! H-share issuance plan suspended
On January 26, Chongqing Sokon Industry Group Stock Co.Ltd(601127) (601127) disclosed the fixed increase plan. The company plans to raise 7.13 billion yuan. After deducting the issuance expenses, the net amount of the raised funds will be used for the development of electric vehicle models and the technical upgrading of product platforms, the intelligent upgrading of factories and the construction of electric drive production lines, the construction of user centers and the supplement of working capital.
Referring to the background of this fixed increase, Chongqing Sokon Industry Group Stock Co.Ltd(601127) said that the new energy vehicle industry is developing rapidly, and the national and local governments have successively issued policies to vigorously support the development of new energy vehicles. At the same time, the transformation and upgrading of the traditional automobile industry has entered the stage of diversified development. The company believes that through the implementation of raised investment projects, the company can build core competitiveness, improve production technology and improve process quality.
“unauthorized” position closing loss of 55 million Jinzi Ham Co.Ltd(002515) : futures traders are fully responsible! After receiving the compensation, the finance was in black again
On January 26, the listed company Jinzi Ham Co.Ltd(002515) announced that the futures traders of the company closed their positions without authorization, resulting in a total loss of 55.1053 million yuan in the company’s account. According to the relevant rules and regulations of the company, futures traders are required to bear all responsibilities.
see the big ticket for insider trading again! Comrades in arms and friends were fined more than 25 million
On January 26, Xinjiang regulatory bureau of CSRC disclosed three administrative punishment decisions at one go, all of which involved insider trading of security control technology. As the actual controller of security control technology and insider, Yu Ling took the initiative to disclose the inside information to others. After learning the news, his comrades in arms bought nearly 70 million and his friends bought more than 10 million, but in the end, the news dragged everyone into the quagmire. Yu Ling’s comrades in arms and friends were fined 25.14 million yuan for insider trading, and Yu Ling was also fined 500000 yuan for disclosing insider trading information.
47 shares including Jiangsu Zhongtian Technology Co.Ltd(600522) have been net bought by institutions in the past five days
Statistics show that among the dragon and tiger lists in the past five trading days, 103 stocks appeared in the figure of institutions, of which 47 stocks showed net purchases and 56 stocks showed net sales. In the past five days, the top three institutions’ net purchases are Jiangsu Zhongtian Technology Co.Ltd(600522) , Ganfeng Lithium Co.Ltd(002460) and adopted shares respectively.
At the same time, among the longhubang stocks that have landed on the Shanghai and Shenzhen stock exchanges in the past five trading days, the sales department has net purchases of Changchun High And New Technology Industries (Group) Inc(000661) , Andon Health Co.Ltd(002432) , Szzt Electronics Co.Ltd(002197) . Specifically, Changchun High And New Technology Industries (Group) Inc(000661) is the most favored stock of funds. The net purchase amount of the business department reached 204 million yuan, ranking first in the list.
47 shares including Winning Health Technology Group Co.Ltd(300253) were investigated by more than 20 institutions
Statistics show that in the past five trading days (from January 20 to January 26), about 139 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 47 companies were investigated by more than 20 institutions. Perfect World Co.Ltd(002624) attracted the most attention, with 235 institutions participating in the research; Winning Health Technology Group Co.Ltd(300253) , Huizhou Desay Sv Automotive Co.Ltd(002920) , Foryou Corporation(002906) were investigated by 201, 169 and 150 institutions respectively. In terms of the number of institutional research, Byd Company Limited(002594) institutional research is the most intensive, with a total of 8 institutional research; Yunnan Baiyao Group Co.Ltd(000538) and Guobang Pharma Ltd(605507) were investigated by the institution for 4 times and 2 times respectively. Among the research stocks gathered by more than 20 institutions, 12 had net capital inflows in the past five days, Midea Group Co.Ltd(000333) with a net capital inflow of 746 million yuan in the past five days, with the largest net inflow of main funds; There are also Do-Fluoride New Materials Co.Ltd(002407) , Guobang Pharma Ltd(605507) and so on.
the company with a market value of 100 billion has a bright performance, and institutions focus on industries exceeding expectations
Recently, the annual reports of leading companies from pharmaceutical, nonferrous metals, food and beverage, electrical equipment and other industries have been disclosed one after another. According to the data, as of January 26, 36 listed companies with a market value of more than 100 billion yuan have released the performance forecast of 2021 annual report. On the whole, the performance of these high market capitalization listed companies is generally excellent, with more than 90% of the pre happy (including slight increase and pre increase). Specifically, a total of 5 listed companies increased slightly, 28 listed companies increased in advance, 1 first loss, 1 continued loss and 1 pre reduction.
fund manager layout ideas expose “consumption” as a keyword
The reporter conducted word frequency statistics on the fund manager report column in the 2021 four seasons report and found that among active equity funds, “consumption”, “new energy”, “growth” and “cycle” are the most frequently mentioned keywords. In terms of industry keywords, the word “consumption” ranks first among all keywords with a “appearance rate” of 739 times. This is in the same direction as the main increase in the market value of public funds at the end of the fourth quarter of 2021. As of December 31, 2021, the fund held the highest market value of 10 A shares, Baijiu shares occupy three seats, namely Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Luzhou Laojiao Co.Ltd(000568) .
