The A-share year of the ox officially ended. As of the closing on January 28, the Shanghai index reported 3361.44 points, down 4.57% week, the Shenzhen composite index reported 13328.06 points, down 5.00% week, and the gem index reported 2908.94 points, down 4.14% week.
Specifically, 9% of individual stocks rose within the week, 51 stocks rose by more than 10% and 724 stocks fell by more than 10%. Which stocks led the rise? Which stocks led the decline? 21 INVESTMENT link continues to provide you with perspective every week.
wind power sector strengthened against the market
digital economy
In the current bull stock list, Kingland Technology Co.Ltd(000711) (000711. SZ) won the title with an increase of 51.09%, and 11 stocks such as Suna Co.Ltd(002417) (002417. SZ), Poly Union Chemical Holding Group Co.Ltd(002037) (002037. SZ), Nanjing Hicin Pharmaceutical Co.Ltd(300584) (300584. SZ) rose by more than 20% in the week.
As the hot track of last year, the wind power sector has made a series of corrections since mid December 2021. Affected by the good news that week, the sector rebounded, with 9 shares on the bull stock list and individual stocks rising by more than 15%. Recently, the National Energy Administration released the statistical data of the national power industry in 2021. The installed capacity of wind power is about 330 million KW, a year-on-year increase of 16.6%; On January 28, the national development and Reform Commission and the Energy Administration issued the guidance on accelerating the construction of a national unified power market system, proposing to explore green power trading and encourage distributed wind power and other entities to trade directly with surrounding users.
In the last period, the digital economy sector dominated the bull stock list on the screen. The trend of the week was divided, and concept stocks appeared in both bull and bear lists. In terms of bull stock list, Kingland Technology Co.Ltd(000711) , Suna Co.Ltd(002417) , Nova Technology Corporation Limited(300921) (300921. SZ) continued to rise in popularity, while Shenzhen Asia Link Technology Development Co.Ltd(002316) (002316. SZ), Jishi Media Co.Ltd(601929) (601929. SH) all exceeded the correction, and both stocks fell by nearly 36%.
However, although Kingland Technology Co.Ltd(000711) and Suna Co.Ltd(002417) are above the tuyere, the two companies reported bad performance at the close of the week: Kingland Technology Co.Ltd(000711) the estimated net loss in 2021 is 750 million yuan – 1.35 billion yuan, Suna Co.Ltd(002417) the audited net profit in 2021 is expected to be negative and the operating income may be less than 100 million yuan, and the company’s shares may be subject to delisting risk warning.
In addition, the State Council issued the “opinions on supporting Guizhou’s new path in the new era of western development”, supporting Guizhou’s development of digital economy and building an important national Baijiu production base. Benefiting from this, Poly Union Chemical Holding Group Co.Ltd(002037) (002037. SZ) and Guizhou Redstar Developing Co.Ltd(600367) (600367. SH) two related stocks rose on hearing the sound, with weekly gains of 32.94% and 27.29% respectively.
the most bear stock of lithium battery in transition was inquired
hot anti epidemic sector hyperinflation callback
The Chongqing Wanli New Energy Co.Ltd(600847) (600847. SH) to be restructured and transformed led the bear stock list in this period, with a weekly decline of nearly 38%. What’s going on?
After the disclosure of the plan, the lithium-ion battery business was changed from 8.495 million {lead-acid to 6.048 million} lead-acid battery materials, and the main business of lithium-ion battery was restructured on January 1.
Driven by the positive restructuring, Chongqing Wanli New Energy Co.Ltd(600847) gained two daily limits on the 20th and 21st in a row, and the share price approached the highest point in five years. However, the share price corrected in the past week, falling 4.90% on January 24, and then fell more continuously in the following four trading days.
However, this replacement transaction is not Chongqing Wanli New Energy Co.Ltd(600847) the first “affinity” with Terry battery. According to public information, in May 2017 Chongqing Wanli New Energy Co.Ltd(600847) participated in the shares of Teri battery at a premium of nearly 11 times. However, due to the performance loss of Teri battery, in 2018 Chongqing Wanli New Energy Co.Ltd(600847) had no choice but to transfer the equity of Teri battery at half price. Once again, the estimated value of 100% equity of tere battery disclosed by Chongqing Wanli New Energy Co.Ltd(600847) is 2.35 billion yuan, which is more than 180% higher than the valuation of 821 million yuan when it was sold in 2018.
Under the bizarre operation, an inquiry letter from the Shanghai Stock Exchange asked Chongqing Wanli New Energy Co.Ltd(600847) to explain the main consideration of planning the acquisition again in the case of high premium acquisition of Teri battery in the early stage and investment loss, and whether there is benefit transfer.
It is worth noting that on January 29, Chongqing Wanli New Energy Co.Ltd(600847) announced an advance loss of 5-9 million yuan in net profit in 2021, a year-on-year decrease of 224% – 324%.
The market was green, led by popular concepts. The previously popular concept of the meta universe made a sharp correction that week, and the sector index fell 9.04%. The Inly Media Co.Ltd(603598) (603598. SH), which had been out of the nine day seven board, fell 37%, and Hubei Radio & Television Information Network Co.Ltd(000665) (000665. SZ) also fell 35%. Similarly, after going up some time ago, the tide of the anti epidemic sector ebbed, and stocks in traditional Chinese medicine, covid-19 pharmaceutical and covid-19 detection concept fell into the bear stock list that week.
Looking forward to the market after the Spring Festival, Galaxy Securities believes that the correction of A-Shares driven by external risks has released certain risks, and the valuation of A-Shares has also fallen to a lower position. In the future, the spring market driven by steady growth may gradually open after the investor sentiment stabilizes and some track risks are gradually released.
Everbright Securities Company Limited(601788) also said that the spring market is still worth looking forward to. From the perspective of valuation, the overall valuation of the consumer sector is still not low, but the relative adjustment range of valuation has been very obvious. The current valuation has certain advantages. Suggestions: 1) high definition Baijiu and medicine. 2) Household appliances and mass consumer goods benefiting from the subsidy policy.
