In the first week after the Spring Festival holiday, a total of 91 shares in the A-share market will face the lifting of the ban, with a total lifting market value of more than 150 billion yuan.
during the Spring Festival, the annual performance of 122 shares was doubled
Many A-share listed companies issued annual performance forecasts / express during the Spring Festival. According to the statistics of securities times · databao, from January 29 to February 7, as many as 774 shares announced the annual performance of 2021. Based on the median value of express data / forecast interval, the net profit doubled, with a total of 122 stocks. Data treasure has counted the list of non ST stocks with a net profit increase of more than 200% for readers.
There were six stocks with a net profit increase of more than 10 times. Nuode Investment Co.Ltd(600110) topped the list with an increase of 74.2 times, which is mainly due to the significant increase in the demand for downstream new energy power battery orders in 2021 and the sharp increase in the demand for lithium battery copper foil. Thereafter, Sichuan Haite High-Tech Co.Ltd(002023) , Zhe Jiang Dong Ri Limited Company(600113) , Chengtun Mining Group Co.Ltd(600711) , Dongxin shares, Harbin Medisan Pharmaceutical Co.Ltd(002900) all fell in the range of 11 times to 23 times.
Among the 122 stocks whose net profit doubled, Btg Hotels (Group) Co.Ltd(600258) , Tongkun Group Co.Ltd(601233) and satellite chemistry received high attention from agencies, with 33 rating agencies, 30 rating agencies and 26 rating agencies in turn. Btg Hotels (Group) Co.Ltd(600258) more than 1400 new stores were opened in 2021, the highest level in history and attracting market attention; The satellite chemistry with the highest increase in net profit mainly benefited from the high boom of the chemical circuit, and the volume and price of the company's products rose at the same time; The performance of Tongkun Group Co.Ltd(601233) is expected to increase because the concentration of polyester filament industry has increased, the boom has rebounded, and the downstream textile terminal consumption has continued to recover. In addition, Anhui Zhongding Sealing Parts Co.Ltd(000887) , China Cyts Tours Holding Co.Ltd(600138) , Qumei Home Furnishings Group Co.Ltd(603818) and other six shares also received ratings from 10 or more institutions.
In terms of market, 122 shares fell by an average of 9.71% in January, which was lower than the market in the same period. Harbin Medisan Pharmaceutical Co.Ltd(002900) , Aecc Aero Science And Technology Co.Ltd(600391) , Henan Huanghe Whirlwind Co.Ltd(600172) , Youngy Co.Ltd(002192) fell more than 25%, and Yunnan Xiyi Industrial Co.Ltd(002265) , Shinva Medical Instrument Co.Ltd(600587) fell below 30%.
In terms of valuation, the latest rolling P / E ratio of 12 shares is less than 10 times. The stock market earnings ratio of Shanxi Lu'An Environmental Energydev.Co.Ltd(601699) , Shanxi Taigang Stainless Steel Co.Ltd(000825) , Gansu Jiu Steel Group Hongxing Iron And Steel Co.Ltd(600307) , Maanshan Iron & Steel Company Limited(600808) is the lowest, less than 6 times.
91 shares face lifting in the first week after the festival
the market value of lifting the ban is 157.081 billion yuan
This week is the first trading day after the Spring Festival holiday in the year of the tiger. According to the statistics of data treasure, a total of 91 shares in the A-share market will face the lifting of the ban. According to the latest closing price, the total lifting market value of 91 shares is 157.081 billion yuan.
In terms of the market value of the lifting of the ban, beiteri, Offcn Education Technology Co.Ltd(002607) , Vats Liquor Chain Store Management Joint Stock Co.Ltd(300755) and other three shares exceeded 10 billion yuan, respectively 42.805 billion yuan, 24.409 billion yuan and 12.925 billion yuan. It is worth noting that the market value of the other two listed stocks on the Beijing stock exchange ranked among the top. The market values of senxuan medicine and Changhong energy were 8.25 billion yuan and 5.67 billion yuan respectively. Among the above five shares, only Offcn Education Technology Co.Ltd(002607) shares lifted are mainly the placement shares of private placement institutions, and the rest are the restricted shares of the original shareholders.
beiteri is the first brother in the current market value of the Beijing stock exchange. The latest price of the stock is 129 yuan / share, with a total market value of 62.615 billion yuan. The company is the leader of lithium battery negative electrode materials in China. Its share price soared from the lowest price of 4.6 yuan in October 2018 to the highest price of 198.08 yuan in November 2021. It once soared more than 40 times, with a market value of more than 90 billion yuan. The shares lifted this time come from the first and second largest shareholders of the company, accounting for 68.36% of the total share capital.
The lifting pressure of 27 shares is small, and the lifting market value is less than 100 million yuan. If the market value of Wuxi Honghui New Materials Technology Co.Ltd(002802) , Shenzhen Rongda Photosensitive & Technology Co.Ltd(300576) is less than 10 million yuan, the market value of 5.6875 million yuan and 4.2745 million yuan will be lifted respectively.
Compared with the market value of the lifting of the ban, the proportion of the lifting of the ban in the total share capital can better reflect the impact of the lifting of the ban on stocks. According to the statistics of databao, among the 91 stocks lifted this week, senxuan medicine took the lead, with a high proportion of 80.92%; The proportion of lifting the ban on six shares such as Vats Liquor Chain Store Management Joint Stock Co.Ltd(300755) , beiteri, Changhong energy, Offcn Education Technology Co.Ltd(002607) , Careray Digital Medical Technology Co.Ltd(688607) , Nanjing Well Pharmaceutical Group Co.Ltd(603351) is more than 50%. This means that after the lifting of the ban on the above seven shares, their respective A-share circulation will increase by more than 100%.
the overall trend of shares lifted before the festival is poor
36 shares have predicted annual performance
In the context of the overall weakness of the market before the festival, the overall trend of the lifted shares was poor. According to the statistics of data treasure, only 5 of the 91 shares rose cumulatively before the festival, namely senxuan medicine, Beijing Hanjian Heshan Pipeline Co.Ltd(603616) , Bank Of Chengdu Co.Ltd(601838) , Xinjiang Zhongtai Chenical Co.Ltd(002092) and Tonghui information . 21 shares fell more than 20%, led by Zhejiang Chunhui Intelligent Control Co.Ltd(300943) with a decline of 36.06%.
In January, senxuan medicine was dubbed as Pfizer's "covid-19 specific drug" by the market because it can produce ritonavir series intermediates. As of January 20, the stock price had risen 81.82%. However, on the occasion of high share prices, on January 21, the directors and executives of the company announced a reduction of their holdings, and it is proposed to reduce their holdings of no more than 75000 shares, with a proportion of no more than 0.0177%. Subsequently, the share price of the stock entered a correction, with a cumulative decline of 20.51%.
According to the statistics of data treasure, a total of 36 shares have issued annual performance forecast / express. Based on the median value of express data / forecast interval, the annual net profit of 11 shares doubled, of which Xinjiang Zhongtai Chenical Co.Ltd(002092) , Kunshan Kersen Science & Technology Co.Ltd(603626) , Hunan Changyuan Lico Co.Ltd(688779) net profit increased the most, 1749.81%, 918.9% and 528.48% respectively.
The restructuring plan was disclosed today by Xinjiang Zhongtai Chenical Co.Ltd(002092) with the highest increase in net profit. The company plans to purchase 75.89% shares of MEC chemical by issuing shares and convertible corporate bonds. After the completion of the transaction, MEC chemical will become its wholly-owned subsidiary. Xinjiang Zhongtai Chenical Co.Ltd(002092) said that the listed company will expand the BDO capacity on the basis of the original BDO capacity of Meike chemical, further improve the scale of the fine chemical industry, and enhance the market competitiveness and profitability. Xinjiang Zhongtai Chenical Co.Ltd(002092) resumed trading from the opening of the market today.
There are 6 stocks with a year-on-year decrease in net profit of more than 100%, namely Beijing New Space Technology Co.Ltd(605178) , Xi'An Tian He Defense Technology Co.Ltd(300397) , Chengdu Jouav Automation Tech Co.Ltd(688070) , Offcn Education Technology Co.Ltd(002607) , Beijing Sinohytec Co.Ltd(688339) - u, Shenzhen Baoming Technology Co.Ltd(002992) . Among them, the Offcn Education Technology Co.Ltd(002607) with the highest market value released its annual performance forecast on January 29. It is estimated that the net profit attributable to the parent company in 2021 will be a loss of 2 billion yuan to 2.4 billion yuan, a year-on-year decrease of 186.79% to 204.15%. The main influencing factors are that the business collection is less than expected, the rapid growth of student refund, the sharp decline of business income and the high growth of total operating cost.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
