The power sector welcomed the good news, and the share price of the first brother of the industry hit a record high.
Today, the three major A-share stock indexes showed differentiation after opening slightly lower. The Shanghai index maintained a narrow shock trend. Driven by the sharp decline of Contemporary Amperex Technology Co.Limited(300750) and cro, the gem index once fell by more than 3%. In the afternoon, with the rise of banking stocks, coal and infrastructure stocks, the Shanghai index turned red.
the listed company of “stock god” will sell again
single day floating profit exceeds 140 million yuan
The listed company Anhui Conch Cement Company Limited(600585) known as the “God of stocks” in the industry has shot again because it has made a super record of making 1.8 billion yuan. Yesterday, Anhui Conch Cement Company Limited(600585) announced that it had signed an agreement with Xinjiang Tianshan Cement Co.Ltd(000877) to participate in the subscription of its fixed increase. Anhui Conch Cement Company Limited(600585) planned to subscribe 74074100 shares in cash, accounting for 0.86% of the total share capital of Xinjiang Tianshan Cement Co.Ltd(000877) after the fixed increase. The issue price was 13.50 yuan / share, the total subscription amount was 1 billion yuan, and the lock-up period of shares was 6 months.
According to the report on the issuance of fixed additional shares disclosed on February 9, Xinjiang Tianshan Cement Co.Ltd(000877) , the company issued 315 million A-share shares to 16 investors, raising a total of 4.247 billion yuan. The allocated objects include industry leaders Anhui Conch Cement Company Limited(600585) (rising to the third largest shareholder), Tangshan Jidong Cement Co.Ltd(000401) , Gansu Shangfeng Cement Co.Ltd(000672) , as well as well-known funds e fund, Harvest Fund and well-known overseas investment institutions such as JPMorgan Chase and UBS group.
Judging from today’s market situation, the share price of Xinjiang Tianshan Cement Co.Ltd(000877) didn’t rise as expected, but it rose nearly 4% during the session and closed at 15.45 yuan. According to the fixed increase price of 13.5 yuan, today’s Anhui Conch Cement Company Limited(600585) floating profit exceeded 140 million yuan.
In fact, since the second half of 2021, Anhui Conch Cement Company Limited(600585) has made frequent investments in peer listed companies China West Construction Group Co.Ltd(002302) , Jilin Yatai (Group) Co.Ltd(600881) . Its stock trading style is good at bottom reading and rapid reduction of high-level holdings.
“power brother” shares hit a record high
123567 {Beishang}
China Yangtze Power Co.Ltd(600900) today’s share price hit a record high, closing at 23.78 yuan / share. According to the data of fund heavy positions in the 2021 annual report, there are 272 funds heavy positions in this stock, of which the fund holding the largest number is Huaxia Shanghai Stock Exchange 50ETF.
China Yangtze Power Co.Ltd(600900) is a large power company initiated and established by the Three Gorges group. According to statistics, China Yangtze Power Co.Ltd(600900) has generated more than 200 billion kwh for four consecutive years since 2018. In terms of power generation capacity, it can be called “the first brother of electricity”. At present, the company has disclosed the performance express of the annual report in 2021, with a total operating revenue of 55.69 billion yuan in 2021, a year-on-year decrease of 3.62%; The net profit was 26.447 billion yuan, a year-on-year increase of 0.57%.
It is noteworthy that since the beginning of this year, northbound capital has purchased China Yangtze Power Co.Ltd(600900) 1.825 billion yuan net, ranking seventh in a shares.
the power sector welcomes the good
performance pre happy shares released
Power stocks rose rapidly today, Ning Xia Yin Xing Energy Co.Ltd(000862) daily limit, Shenyang Huitian Thermal Power Co.Ltd(000692) intraday limit, Gepic Energy Development Co.Ltd(000791) intraday rise of more than 6%.
In terms of news, the national development and Reform Commission and the National Energy Administration jointly issued the opinions on improving the institutional mechanisms and policies and measures for green and low-carbon energy transformation, which proposed to promote the construction of a unified green product certification and labeling system, establish a green energy consumption certification mechanism, and promote all kinds of social organizations to accept the certification results. During the 14th Five Year Plan period, we will basically establish an institutional framework to promote green and low-carbon energy development, form a relatively perfect policy, standard, market and regulatory system, and build a green and low-carbon energy transformation promotion mechanism led by the “double control” of energy consumption and the target system of non fossil energy. By 2030, we will basically establish a complete basic system and policy system for green and low-carbon development of energy, and form an energy production and consumption pattern in which non fossil energy can basically meet the increment of energy demand, replace the stock of fossil energy on a large scale, and comprehensively enhance the ability of energy security.
The Opinions also proposed to strengthen the top-level design of the new power system. Promote clean power sources and electrification of end-of-life energy consumption, adapt to the needs of new energy power development, formulate the development strategy and overall plan of new power system, and encourage all kinds of enterprises and other entities to actively participate in the construction of new power system.
According to the statistics of securities times · databao, among the more than 90 shares in the power sector today, the share price of 60% concept stocks rose.
From the market performance in 2021, more than 90 shares rose by an average of 49.12% in 2021, significantly outperforming the market, and the share price of 12 shares doubled. However, since this year, the share price performance of power stocks has been relatively low, with only 10 shares recording a positive cumulative increase. The share price of sector concept stocks fell by an average of 8.6%, and the overall performance is weaker than the market.
According to the statistics of data treasure, from the concept stocks that have released performance forecast or express, the performance of 18 power stocks in 2021 was profitable and increased year-on-year. The median net profit attributable to the parent company of Longyuan Power in 2021 reached 6.082 billion yuan, second only to China Yangtze Power Co.Ltd(600900) . In terms of performance growth, the performance of Ningxia Jiaze Renewables Corporation Limited(601619) , Fujian Mindong Electric Power Limited Company(000993) , Beijing Xiaocheng Technology Stock Co.Ltd(300139) , Ning Xia Yin Xing Energy Co.Ltd(000862) , Bece Legend Group Co.Ltd(000803) , Jiangsu New Energy Development Co.Ltd(603693) doubled year-on-year.
In terms of capital, 31 power stocks received the main net purchase today, and the main net purchase of Ning Xia Yin Xing Energy Co.Ltd(000862) , Huaneng Power International Inc(600011) , China Yangtze Power Co.Ltd(600900) , Zhongmin Energy Co.Ltd(600163) and other stocks ranked first.
