Today (January 28), the main contents of the daily report of A-share listed companies are as follows: Contemporary Amperex Technology Co.Limited(300750) gave the market a shot in the arm, once rising by more than 5%; 100 billion real estate enterprises Jinke Property Group Co.Ltd(000656) suddenly fell to the limit; China Telecom Corporation Limited(601728) major shareholders paid 500 million yuan to stabilize the stock price, and the actual controllers of China Mobile increased their holdings by 1.5 billion yuan; This digital currency concept stock may be * ST; The first annual report of Shanghai stock market was released, and the "eight linked board" company made the first shot.
hot company trends:
today's star belongs to ningwang, with a net profit of 14 billion, which is much higher than expected. It may rise sharply or become this wave of "backbone stocks"? Heavy positions of more than 1000 funds
This morning, the trend of Contemporary Amperex Technology Co.Limited(300750) gave the market a shot in the arm. It once rose by more than 5%. In terms of news, on January 27, Contemporary Amperex Technology Co.Limited(300750) released a pre increase announcement of performance in 2021, saying that the company expects to realize a net profit of 14 billion yuan to 16.5 billion yuan, with a year-on-year increase of 150.75% to 195.52%. This means that the company's pre increase limit of net profit in 2021 is nearly twice.
According to the previously disclosed four seasons report of the fund, from the market value of the fund's heavy positions, the data showed that by the end of last year, 1297 funds still held Contemporary Amperex Technology Co.Limited(300750) , with a total market value of 119.962 billion yuan. However, from the perspective of the position adjustment path of star fund managers in the four seasons report, there are some differences on the new energy investment strategy represented by Contemporary Amperex Technology Co.Limited(300750) . A group of star fund managers, represented by Lu Bin, the "first brother of new energy" of HSBC Jinxin, Zhao Yi, the star fund manager of Agricultural Bank of China Huili, Cui Chenlong, the champion of public fund in 2021, Qianhai Kaiyuan, sun haozhong of CITIC Prudential, Zhao Feng of Ruiyuan fund, Zheng Zehong of Huaxia Fund, Li Xiaoxing of Yinhua Fund, Liu Gesong of GF fund and Yu Hang of YONGYING fund, are massively increasing their positions in the new energy sector, Some people have been warning of risks and began to adjust positions.
100 billion real estate suddenly fell to the limit! Creditor impact video fermentation emergency response
On January 28, another 100 billion real estate enterprise Jinke Property Group Co.Ltd(000656) ranked in the top 20 of the industry suddenly fell to the limit. The previous day, corporate bonds fell sharply by 27% and temporarily suspended trading. Yesterday, a video of the company being impacted by debt collectors was fermented and circulated on the Internet. At noon on the 28th, the company urgently responded through an interactive platform that the transmitted video is related to the company's EPC Construction Project. The company is fully cooperating with the EPC settlement. All the wages of migrant workers involved have been entered into the special account in full, and the company and its subsidiaries have not been overdue so far. According to the third quarterly report of 2021, Jinke Property Group Co.Ltd(000656) total liabilities reached 315.9 billion yuan, and excluding advance collection liabilities, it still exceeded 170 billion yuan.
Just two weeks ago, Jinke Property Group Co.Ltd(000656) had an equity change, and then the daughter of the actual controller of the company reduced nearly 78 million shares and cashed out more than 400 million yuan. On January 21, the Shenzhen Stock Exchange issued a letter of concern to Jinke Property Group Co.Ltd(000656) , asking to explain whether there were situations such as evading shareholders' obligation of tender offer by terminating the relationship of concerted action, and asked to reply and disclose before the 26th, but so far, there has been no reply to the company's announcement.
fellow villagers, don't go! Many companies quickly "copy the bottom"! China Telecom Corporation Limited(601728) major shareholders paid 500 million and the actual controllers of China Mobile increased their holdings by 1.5 billion
When A-Shares fell sharply one after another, a number of listed companies "copied the bottom" and firmly valued the development of the company with real gold and silver. On January 27, China Telecom Corporation Limited(601728) disclosed measures to stabilize the stock price because the stock price broke net for 20 consecutive days: the controlling shareholder China Telecom Corporation Limited(601728) group plans to increase its holdings of the company by no less than RMB 500 million within 12 months from January 28, 2022. China Mobile also issued an announcement on the progress of the actual controller's increase in the company's shares. From January 21 to January 27, the cumulative increase was about 1.509 billion yuan, accounting for about 3% of the company's issued A-shares. At the same time, a number of listed companies issued repurchase progress announcements to show their confidence in the company's future with practical actions.
"stock speculation" makes a delisting alarm! The digital currency concept stock may be * ST
Due to the failure of securities investment, the performance of Guangzhou Kingteller Technology Co.Ltd(002177) 2021 was significantly reduced in advance. To make matters worse, the company expects the annual operating revenue to be less than 100 million yuan in 2021. According to relevant regulations, after the disclosure of the 2021 annual report, the company's stock trading may be subject to delisting risk warning.
On the evening of January 27, Guangzhou Kingteller Technology Co.Ltd(002177) disclosed the performance forecast for 2021. The company expects a net loss of 45 million yuan to 65 million yuan in 2021, with a profit of 71.7569 million yuan in the same period last year. It is estimated that the annual operating income in 2021 will be 75-95 million yuan, compared with 182.3499 million yuan in the same period of last year. The main reason for the change of performance is the loss of securities investment and the decrease of operating income. The company expects the impact of non recurring profit and loss on net profit to be - 29 million yuan to - 41 million yuan, mainly due to the loss of securities investment of the company.
"eight linked board" company launched the first shot, and the first annual report of Shanghai stock market was released! There are also heavyweight shareholders quietly layout
The disclosure of the 2021 annual report of Shanghai Stock Exchange officially kicked off on the evening of the 27th! The first shot was Shanghai Kaikai Industry Company Limited(600272) who pulled eight daily limit boards at the end of the year. In 2021, Shanghai Kaikai Industry Company Limited(600272) achieved an operating revenue of 670 million yuan, a year-on-year decrease of 12.08%, and the net profit attributable to the owner of the parent company was 21.7172 million yuan, a year-on-year increase of 58.81%.
The reporter noted that Panda Financial Holding Corp.Ltd(600599) originally planned to open the prelude of the Shanghai stock market annual report at the same time as Shanghai Kaikai Industry Company Limited(600272) was postponed - postponed to March 1. On the 27th, Panda Financial Holding Corp.Ltd(600599) released a performance forecast. It is expected that the net profit attributable to shareholders of listed companies after deducting non recurring profits and losses will be 55 million yuan to 75 million yuan, a year-on-year increase of 54.38% to 110.51%.
64 Performance stock increases were scrambled by institutions
Statistics show that among the 938 stocks with significant growth (an increase of 50% or more) in 2021, 64 were net purchased by institutions from November 29, 2021 to January 28, 2022. Among them, the annual net profit of Yongxing Special Materials Technology Co.Ltd(002756) increased by 248%, and the net purchase amount of institutions was 239 million yuan, with the largest net purchase amount; There are also Ganfeng Lithium Co.Ltd(002460) , Ningbo Yong Xin Optics Co.Ltd(603297) , Yunnan Tin Co.Ltd(000960) , Beijing Jetsen Technology Co.Ltd(300182) , Ning Xia Yin Xing Energy Co.Ltd(000862) and other stocks bought by institutions.
92 shares received the highest institutional buy in rating Yunnan Botanee Bio-Technology Group Co.Ltd(300957) and
Statistics show that 92 stocks received institutional buy rating on January 27.
Among them, Yunnan Botanee Bio-Technology Group Co.Ltd(300957) has the highest attention and has won 9 institutional buy in rating records; Huali Industrial Group Company Limited(300979) , Zhuzhou Kibing Group Co.Ltd(601636) , Chengdu Xgimi Technology Co.Ltd(688696) , Starpower Semiconductor Ltd(603290) , Sichuan Swellfun Co.Ltd(600779) won 7, 5, 5, 4 and 4 institutional buy in rating records respectively. From the perspective of agency rating changes, 17 rating records of agency buy in rating records are the first concern of the agency, involving Starpower Semiconductor Ltd(603290) , Xcmg Construction Machinery Co.Ltd(000425) , Tianqi Lithium Corporation(002466) , Beijing Tongrentang Co.Ltd(600085) , Anhui Truchum Advanced Materials And Technology Co.Ltd(002171) and other stocks.
48 shares received the most attention from more than 20 institutions Zhejiang Sanhua Intelligent Controls Co.Ltd(002050)
Statistics show that in the past five trading days (from January 21 to January 27), about 135 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 48 companies were investigated by more than 20 institutions. Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) attracted the most attention, with 328 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, 167 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 7 institutional research. Yunnan Baiyao Group Co.Ltd(000538) and Beijing Trust & Far Technology Co.Ltd(300231) were investigated by the institution for 3 times and 2 times respectively.
53 shares in the Nuggets dragon and tiger list have recently been net bought by institutions
In the context of the net outflow of main funds, the institutional funds of longhubang have shown a net buying state in the past five days. Statistics show that among the dragon and tiger lists in the past five trading days, 105 stocks appeared in the figure of institutions, of which 53 stocks were net purchases and 52 stocks were net sales. In the past five days, the top three institutions' net purchases were Jiangsu Zhongtian Technology Co.Ltd(600522) , Ganfeng Lithium Co.Ltd(002460) and C adoption respectively, and the net institutional capital inflows were 355 million yuan, 186 million yuan and 167 million yuan respectively.
