On the last trading day of the year, Daniel stock Dajin Heavy Industry Co.Ltd(002487) gained the second trading limit in three days. Under the background of continuous market adjustment in the first month of 2022, Dajin Heavy Industry Co.Ltd(002487) achieved a strong recovery, and many investors in the stock bar couldn’t help wondering: did Niu San and Zhou Lirong start to copy the bottom again?
As a famous niusan who became famous due to the first World War of Dajin Heavy Industry Co.Ltd(002487) stocks, Zhou Lirong experienced a continuous decline in 2018 after building a position Dajin Heavy Industry Co.Ltd(002487) . However, he experienced “waist cutting” twice, continued to make up his position, persisted for four years, and finally made 500 million yuan, which also gave a lot of inspiration to investors who panicked because of the continuous decline of share price recently.
So, can you copy Niu San’s homework?
Haozhuan 500 million yuan
Niu San, Zhou Lirong and Dajin Heavy Industry Co.Ltd(002487) ‘s “deep fate” dates back to 2017.
In 2017, Dajin Heavy Industry Co.Ltd(002487) fell all the way from the high of 11.32 yuan / share at the beginning of the year to below 5 yuan / share in the fourth quarter. At this time, Zhou Lirong launched a “raid” and bought 1513000 shares Dajin Heavy Industry Co.Ltd(002487) in the fourth quarter, ranking the seventh largest shareholder of the company with a shareholding ratio of 0.28%.
Source: 2017 annual report of the company
However, since then, the share price of Dajin Heavy Industry Co.Ltd(002487) has continued to decline, falling below 4 yuan / share at the beginning of 2018. In the first quarter of that year, Zhou Lirong added 9205000 shares. Subsequently, the share price of Dajin Heavy Industry Co.Ltd(002487) remained below 5 yuan / share until the first quarter of 2019, which briefly exceeded 5 yuan / share, but then fell again to a platform of about 4 yuan / share.
In September 2019, Dajin Heavy Industry Co.Ltd(002487) finally began to rise, up to 6.9 yuan / share, but this trend did not continue, and the stock price began to fall after hitting the high point. In the fourth quarter of that year, Zhou Lirong reduced her position by 4.4265 million shares and cashed out 24.8327 million yuan according to the average price of shares in that quarter.
However, in the first quarter of 2020, Zhou Lirong “killed” again, spending 41.6359 million yuan (calculated according to the average price of the share price in that quarter) to increase the position of 8.294 million shares. In 2020, Dajin Heavy Industry Co.Ltd(002487) rose to 12.59 yuan / share, but Zhou Lirong did not cash out.
Unexpectedly, since then Dajin Heavy Industry Co.Ltd(002487) began to fall all the way, and fell to the stage low of 6.66 yuan / share in early February 2021, and the share price cut back again. However, perhaps smelling the wind power outlet, Zhou Lirong is still firmly holding shares.
In the second half of 2021, Dajin Heavy Industry Co.Ltd(002487) stock finally got on the helicopter and soared all the way to 53.77 yuan / share, nearly 10 times higher than the low point of the year. Zhou Lirong made a lot of money.
As of the third quarter of 2021, Zhou Lirong held a total of Dajin Heavy Industry Co.Ltd(002487) 14585500 shares, ranking the second largest shareholder of the company. Based on the closing price of 39.59 yuan / share in the year of the ox in Dajin Heavy Industry Co.Ltd(002487) , Zhou Lirong lurked for Dajin Heavy Industry Co.Ltd(002487) 4 years and made a huge profit of 510 million yuan.
In addition to Zhou Lirong, Niu San and Li Yamei bought 3.4425 million shares Dajin Heavy Industry Co.Ltd(002487) in the fourth quarter of 2016 and increased their positions by 2.5819 million shares in the second quarter of 2017, with a roughly estimated floating profit of 189 million yuan. In addition, Niu San and Wang Jiufu bought 7.7 million shares in the first quarter of 2018, with a rough estimate of floating profit of 269 million yuan.
can you copy your homework?
The three bulls held on for a long time in exchange for an explosion in the stock price. Can you copy this homework?
Some investors said in the stock bar that many of niusan’s legendary experiences are actually due to “survivor deviation”, “to earn 10 times, it needs’ timing, geographical advantages and harmony between people ‘, such as’ timing’. Zhou Lirong’s Hao profit is largely due to catching up with the wind power outlet, otherwise it will be another story.”
Insiders pointed out that “timing”, that is, the prosperity of the industry, is important, and “geographical advantage”, that is, the fundamentals of the company, is also important.
A private placement person told the China Securities Journal China Securities Taurus reporter, ” Dajin Heavy Industry Co.Ltd(002487) performance has been good, and good fundamentals provide a certain ‘safety cushion’. In addition, the company’s previous valuation has been low. These cattle are bought before the performance doubles and the valuation is low. You can use time to change space, and finally usher in a double-click. This investment idea can also be used for reference by ordinary investors.”
Public information shows that Dajin Heavy Industry Co.Ltd(002487) was listed in 2010. The company’s main business is the manufacturing of wind power generation equipment. Its main products include conventional land tower, large-diameter split land tower, low wind speed flexible high tower, sea tower, single pile, pile group, jacket, offshore booster station and other wind power equipment and related parts. The company’s products are mainly supplied to wind power plants, It is used to carry large components such as main engine compartment and blades of wind power generation.
In recent years, the company’s performance has increased steadily. From 2018 to 2020 and the first three quarters of 2021, the company achieved operating revenue of 970 million yuan, 1.687 billion yuan, 3.325 billion yuan and 3.18 billion yuan respectively; The net profits attributable to the shareholders of the listed company were 62.7459 million yuan, 176 million yuan, 465 million yuan and 436 million yuan respectively.
While the company’s performance continues to grow, Dajin Heavy Industry Co.Ltd(002487) has also actively expanded and distributed the wind power industry chain, and has made some achievements in the development and investment business of wind farms.
Dajin Heavy Industry Co.Ltd(002487) said that the company has always maintained a keen sense of industry development and constantly optimized and revised its strategic development objectives. Since the “two seas strategy” was put forward, the company has continuously carried out talent reserve and process technology upgrading around the goal to create its own advantages. At the same time, in combination with the development trend of wind power in China, new production and manufacturing bases will be rapidly arranged according to the development mode of large base of wind power parity. The company has formed an industrial layout and location advantage that can not only radiate the offshore and overseas wind power market, but also seize the land parity development of China’s wind power, further integrate resources, reduce costs and form a competitive advantage.
