At the end of the year of the ox, the best A-share stocks in the year of the ox were released immediately. From the opening of the bull year on February 18, 2021 to January 28, 2022, 305 of the 4729 A shares rose by more than 100%, doubling.
Among them, three stocks rose more than 500%, and Delixi Xinjiang Transportation Co.Ltd(603032) (603032. SH) became the best stock in the year of the ox with an increase of 918%. It is noteworthy that on the eve of the beginning of the “year of the ox market”, the share price of Delixi Xinjiang Transportation Co.Ltd(603032) has approached the issue price.
In addition, the share price of 91 stocks halved. Affected by industrial policies, Offcn Education Technology Co.Ltd(002607) (002607. SZ) became the bear stock in the year of the ox, with a cumulative decline of 83%.
Delixi Xinjiang Transportation Co.Ltd(603032) chengguwang
Delixi Xinjiang Transportation Co.Ltd(603032) became the best stock in the year of the A-share bull with an increase of 918%. On February 18, 2021, Delixi Xinjiang Transportation Co.Ltd(603032) opened at 7.19 yuan / share. With the rise throughout the year, on January 28, 2022, Delixi Xinjiang Transportation Co.Ltd(603032) closed at 72.93 yuan / share, of which the highest in the year was 93.08 yuan / share.
(the chart below shows the rise of A-Shares in the year of the ox)
Tianyancha shows that Delixi Xinjiang Transportation Co.Ltd(603032) was founded in 2003 and landed in A-Shares on January 5, 2017, with an issue price of 5.81 yuan / share. Its main business is road passenger transportation, passenger bus station business and lithium battery equipment cutting mold business. Other businesses include house and warehouse leasing, vehicle maintenance, vehicle parts sales and road freight business.
The recent rise of Delixi Xinjiang Transportation Co.Ltd(603032) is the “east wind” of the new energy concept and Byd Company Limited(002594) (002594. SZ). On January 27, Delixi Xinjiang Transportation Co.Ltd(603032) announced that recently, Zhihong precision, a wholly-owned subsidiary of the company, received the letter of acceptance from Byd Company Limited(002594) . The bid winning project was the bidding project of polar ear punching die, with a bid winning amount of 21.312 million yuan.
Delixi Xinjiang Transportation Co.Ltd(603032) said that the bid winning of the project would not affect the independence of the company’s business. After the formal contract is signed and successfully implemented, the project will have a positive impact on the company’s business performance. The company’s capital, technology and personnel can ensure the smooth implementation of the project.
Previously, on January 18, Delixi Xinjiang Transportation Co.Ltd(603032) announced the performance forecast for 2021, which is expected to achieve a net profit of 80 million yuan to 110 million yuan. There are two main reasons for turning losses into profits.
Among them, in 2021, with the continuous promotion and implementation of the new energy industry policy, the scale of Shanxi Guoxin Energy Corporation Limited(600617) industry increased steadily and the market demand was relatively strong. The company is committed to building a business development model of “intelligent manufacturing + transportation” two wheel drive. In 2021, the company continued to improve its production capacity as planned and maintained a good capacity utilization rate and production and marketing rate. The continuous expansion of the sales scale of the company’s mold business has increased the company’s sales revenue and promoted the steady rise of the company’s performance.
In addition, in 2020, due to the impact of multiple epidemic control in Xinjiang, the transportation industry is facing great pressure. With the effective control of the epidemic in 2021, the traffic and transportation business and tourism passenger transport in the whole year have been improved, and the revenue has increased compared with the previous year.
According to the third quarterly report of Delixi Xinjiang Transportation Co.Ltd(603032) 2021, the company achieved a total operating revenue of 170 million yuan in the first three quarters of 2021, a year-on-year increase of 395.71%; The net profit was 65 million yuan, a year-on-year increase of 8292.29%.
Thanks to the excellent performance of the company, Delixi Xinjiang Transportation Co.Ltd(603032) was heavily held by many institutions. Data show that in the fourth quarter of 2021, Penghua Fund and other products held Delixi Xinjiang Transportation Co.Ltd(603032) .
91 stocks halved
Not as good as the previous “red envelope” market on the eve of the Spring Festival, A-Shares fell before the Spring Festival this year. Looking back on the whole year of the ox, 1736 A shares fell, 8 stocks were flat, and 91 stocks were halved.
(the chart below shows the decline of A-Shares in the year of the ox)
The biggest decline was Offcn Education Technology Co.Ltd(002607) , which was greatly affected by the policy. There was a huge change from the net profit attributable to the parent company in 2020 to a loss of more than 2 billion yuan in 2021. This is also Offcn Education Technology Co.Ltd(002607) the first loss of net profit attributable to parent company since 2015.
In terms of share price, on February 18, 2021, Offcn Education Technology Co.Ltd(002607) opened at 39.88 yuan / share, and closed at 6.6 yuan / share on January 28, 2022, with a total market value of 40.7 billion yuan.
On January 28, Offcn Education Technology Co.Ltd(002607) released the performance forecast for 2021, saying that the company’s net profit loss in 2021 was 2 billion yuan to 2.4 billion yuan, a year-on-year decrease of 186.79% to 204.15% in 2020.
Offcn Education Technology Co.Ltd(002607) said that the loss in 2021 was mainly due to the lower than expected business collection, the rapid growth of student refund, the sharp decline of business income and the slight increase of total operating cost.
In terms of collection, the company expects to receive 19 billion yuan to 21 billion yuan from the training business in 2021, down 20.66% to 12.31% from 23.947 billion yuan in 2020. In addition, due to the significant enrollment expansion in 2020, the number of people recruited for the core training programs of provincial examination, public institutions, teachers and other companies decreased to a certain extent in 2021, and the examination recruitment time in some areas was advanced or cancelled due to the epidemic, resulting in the decline of market training demand.
In terms of refund, the company said that in order to stabilize the market share, the proportion of high refund classes launched in 2021 has increased, and superimposed on the increasing average competition difficulty of the industry and the impact of the cross-year cycle of refund of some examinations in the fourth quarter of 2020, it is expected that the refund of students will be 14 billion yuan to 16 billion yuan in 2021, an increase of 39.87% to 59.86% compared with 10 billion yuan in 2020.
In terms of total operating cost, the company said that in the first half of 2021, the competition in the vocational education industry intensified, the company made continuous strategic investment, and the number of personnel and network scale reached a historically high level during the reporting period, which objectively increased the operating cost of the company. In the second half of the year, although the cost side of the company was continuously optimized, the contribution of the optimization degree to the profit was limited, and the pressure of fixed costs such as the salary of the company’s personnel was still not small, resulting in a slight increase in the total operating cost of 2021 compared with 2020.
institutions have sufficient confidence in the future market
The year of the ox’s A-share market ended in decline. How should the year of the tiger develop? Can the epidemic end? Which tracks should we focus on? Recently, a number of institutions have predicted the future development.
Yang Delong, chief economist of Qianhai Kaiyuan, told the Huaxia times that looking forward to the market after the Spring Festival, after the sharp decline in the market before the festival, basically bad factors have been fully released, and the panic of the market has also led to the wrong killing of many high-quality stocks. Therefore, the market is expected to turn the corner after the Spring Festival and usher in the opportunity of restorative rise.
Among them, large consumption and new energy are the two directions of A-share market or better certainty.
Jingshun Great Wall believes that the probability of 2022 is the beginning of the end of covid-19 epidemic. From a global perspective, the investment side lagging behind the recovery of consumption is expected to gradually return to normal. In the early stage, China made full use of the time window of rapid increase in export share to reduce macro leverage, adjust economic structure and digest long-term risks, laying a good foundation for sustainable economic development in the post epidemic era. At this stage, China’s economic growth is already below the potential growth rate. It is expected that broadening credit, stabilizing growth and boosting domestic demand will be the policy focus of this year.
It is noteworthy that after two years of structural bull market, the overall valuation of A-Shares is not low. The central European Fund believes that there are some structural bubbles and there are still structural opportunities for valuations that are reasonable or undervalued. At the current time point, the valuation of all walks of life in the market is more balanced, the macro systemic risk is controllable, and the positive factors of the market are increasing. More and more listed companies in China continue to accumulate their own barriers, gradually form stronger and stronger international competitiveness, and the overall valuation is at a relatively reasonable level.
Boshi Fund believes that from the perspective of prosperity ranking, 2022 starts with many adverse factors such as weak consumption and downward real estate. There are few structural prosperity sectors that can be relatively independent of macroeconomic pressure. Based on the perspective of meso industry, Boshi fund focuses on military industry, power informatization, double carbon and other sectors.
