In January 2022, A-Shares continued to decline. As of the closing on January 28, the gem index fell by 12.45% in January, the Shanghai index fell by 7.65% and the Shenzhen Component Index fell by 10.29%.
After excluding the new shares listed in the last half year, as of the closing on January 28, only two of the top ten bull stocks rose by more than 100% in January, with an average increase significantly reduced compared with previous months.
\u3000\u3000 NO1、 Beijing Cuiwei Tower Co.Ltd(603123) 148.34%
Digital currency concept stocks recorded a total of 12 trading boards during the month. According to the latest announcement of the company, Haike RONGTONG, the holding subsidiary of the company, is mainly engaged in the third-party payment business, and its income mainly comes from the offline bank card receipt handling fee. The new digital RMB payment method does not change its income source and structure, and the income generated will depend on the actual use of offline merchants and consumers in the future, It will not have a significant impact on its acquiring business scale and operating performance. The performance forecast shows that the company expects to realize the net profit attributable to the shareholders of the listed company in 2021 from 140 million yuan to 180 million yuan, with a year-on-year increase of 72.16% to 121.35%, mainly due to the company’s completion of the acquisition of 98.2975% equity of Beijing Haike RONGTONG Payment Service Co., Ltd. in December 2020, resulting in the year-on-year increase of the net profit attributable to the shareholders of the listed company in the current period.
\u3000\u3000 NO2、 Nanjing Hicin Pharmaceutical Co.Ltd(300584) 104.05%
Helicobacter pylori concept stocks recorded 6 trading boards (20%) in the month. The company first announced on January 7 that it had received the notice of approval for supplementary drug application for the company’s product esmeralazole sodium for injection approved and issued by the State Food and drug administration, and the product had passed the evaluation of the consistency of quality and efficacy of generic drugs; After the stock price change risk prompt announcement, the company’s digestive products include lansoprazole enteric coated tablets, omeprazole sodium for injection, esmeralzole sodium for injection and Lansoprazole for injection. Their indications include gastric ulcer, duodenal ulcer, reflux esophagitis, Zollinger Ellison syndrome, etc. As of the third quarter of 2021, the revenue of the above products accounted for less than 6%, which had little impact on the company’s operating performance. The latest performance forecast shows that the company expects to make a profit of 280-300 million yuan in 2021, an increase of 422.09% – 441.30% over the same period last year.
\u3000\u3000 NO3、 Kingland Technology Co.Ltd(000711) 75.72%
Big demon stocks, although only six daily limit boards were recorded in the month, the “Earth Sky board” was staged for two consecutive days in the last two trading days. The hype logic of Kingland Technology Co.Ltd(000711) is not obvious. Public information shows that Kingland Technology Co.Ltd(000711) is engaged in smart ecological operation services, comprehensive clean energy services, ecological function reserve management services, water-saving management and technical consulting services. In 2019 and 2020, Kingland Technology Co.Ltd(000711) net profit attributable to parent company lost 1.037 billion yuan and 2.355 billion yuan respectively. In the first three quarters of 2021, Kingland Technology Co.Ltd(000711) lost 344 million yuan. The new delisting rules cancel the three-year loss delisting rules. If the net profit is lost and the operating income is less than 100 million yuan, ST will directly delist for two consecutive years. Kingland Technology Co.Ltd(000711) the operating revenue in the first three quarters of 2021 was 605 million yuan, without delisting risk.
\u3000\u3000 NO4、 Jinzhou Jixiang Molybdenum Co.Ltd(603399) 72.47%
New energy concept stocks, Jinzhou Jixiang Molybdenum Co.Ltd(603399) announced on January 6 that the company plans to invest 480 million yuan to acquire 100% equity of Hunan Yongshan. Through this move, the company extends its business segment to the field of new energy. It is reported that Hunan Yongshan mainly produces battery grade / industrial grade lithium carbonate, lithium hydroxide and other products, which are the main raw materials of lithium battery cathode materials. Downstream applications include power batteries and energy storage batteries; According to the performance forecast, the annual attributable net profit in 2021 is expected to be 18.5 million yuan to 27 million yuan, an increase of 107.04% to 110.27% year-on-year.
\u3000\u3000 NO5、 Macrolink Culturaltainment Development Co.Ltd(000620) 61.62%
Although real estate stocks recorded 10 daily limits in the month, they fell continuously in the last three trading days, and fell by more than 8% in two trading days during the period, which greatly reduced the monthly increase. Galaxy Securities believes that from the current policy statement, the support from the demand and supply side has been strengthened to support the fundamentals of “stall”. However, considering that the digestion of risk events and the recovery of house purchase confidence take time, the recovery of sales will take longer than before. It is expected to stabilize in the second quarter of next year, and the year-on-year growth rate of national commercial housing sales in 2022 will be about – 7.7%.
\u3000\u3000 NO6、 Beijing Vastdata Technology Co.Ltd(603138) 58.28%
Cloud computing concept stock, the company is a provider of data center solutions and services. Recently, the Ministry of industry and information technology issued the big data industry development plan for the 14th five year plan. It is clearly proposed in the plan that the proportion of the added value of China’s digital economy core industries in GDP will increase from 7.8% in 2020 to 10.0% in 2025. According to the performance forecast, the annual attributable net profit in 2021 is expected to be about 10.618 million yuan, a year-on-year decrease of about 69.36%. Haitong Securities Company Limited(600837) believes that with the continuous improvement of the amount of data, the value contained in the data will be gradually mined. It is optimistic about data infrastructure manufacturers, data platform operators and data security protection manufacturers.
\u3000\u3000 NO7、 Jc Finance & Tax Interconnect Holdings Ltd(002530) 55.30%
The rise of digital economy concept stocks during the month mainly came from a wave of seven consecutive trading limits. The company’s main business is Internet Finance and taxation business and heat treatment business. In terms of news, the national development and Reform Commission issued a document “vigorously promoting the healthy development of China’s digital economy” on January 16, which proposed that we should concentrate on tackling key core technologies and accelerate the realization of high-level self-reliance and self-improvement; Appropriately advance the deployment of new infrastructure construction and consolidate the foundation for the development of digital economy; We will further promote the digital transformation of traditional industries and accelerate the deep integration of digital technology and the real economy. Kaiyuan Securities said that the 14th five year plan for digital economy development involves digital infrastructure, industrial Internet, network security, digital government and other aspects, and the computer sector directly benefits.
\u3000\u3000 NO8、 Suna Co.Ltd(002417) 53.44%
Digital economy concept stocks recorded a total of six daily limit boards in the month, of which the last three trading days continued to rise. Public information shows that the company’s main business is big data information service industry. On the news side, the Ministry of industry and information technology recently issued the “14th five year plan” for the development of big data industry, and the national development and Reform Commission also issued a document “vigorously promoting the healthy development of China’s digital economy”. It is worth noting that the company announced on January 28 that the audited net profit of the company in 2021 is expected to be negative and the operating revenue may be less than 100 million yuan. According to relevant regulations, after the disclosure of the 2021 annual report, the company’s stock trading may be subject to delisting risk warning.
\u3000\u3000 NO9、 Nova Technology Corporation Limited(300921) 47.33%
Cloud computing data center concept hot stocks rose mainly from the daily limit in the last two trading days (20%). The company is one of the first two enterprises to obtain the “cross regional internet virtual private network business license” in China. At present, the data center business has been opened in Shenzhen, Shanghai and Beijing and serves relevant customers. The third quarterly report shows that the company achieved a net profit of 48.92 million yuan in the first three quarters of last year.
\u3000\u3000 NO10、 Beijing Baolande Software Corporation(688058) 44.96%
Software concept unit. According to the forecast of the company’s annual report, the net profit attributable to the parent company in 2021 is expected to be 92 million yuan to 105 million yuan, with a year-on-year increase of 50.68% to 71.98%. The latest research report of Southwest Securities Co.Ltd(600369) said that Beijing Baolande Software Corporation(688058) holds the rating for the first time. The reasons for rating mainly include: 1. The company’s performance has increased significantly, and the growth rate of revenue and profit has exceeded 50%; 2. Party and government credit innovation has been actively promoted, and there is a huge space for the development of financial credit innovation; 3. Continue to increase R & D investment and product iteration to help market layout.
