This week (February 14 – February 18), a total of 46 stocks are facing the lifting of the ban, with a total market value of 117.293 billion yuan.
Calculated according to the market value of lifting the ban
Calculated according to the rate of return on lifting the ban
Calculated according to the proportion of lifting the ban
among them, Flat Glass Group Co.Ltd(601865) has a market value of 48.041 billion yuan, which is the largest individual stock in this week’s market value, and the proportion of lifting the ban has also exceeded 50%. The market value of Citic Securities Company Limited(600030) lifting the ban reached 39.871 billion yuan, with a lifting proportion of 10.47%. Jiangsu Lihua Animal Husbandry Co.Ltd(300761) is the stock with the highest proportion of lifting the ban, reaching 68.24%, and the market value of lifting the ban is 10.154 billion yuan.
The yield of Shanghai Nenghui Technology Co.Ltd(301046) , Bgt Group Co.Ltd(300774) , Anhui Estone Materials Technology Co.Ltd(688733) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Gemac Engineering Machinery Co.Ltd(301048) , Joy Kie Corporation Limited(300994) ban lifting is more than 200%. The lifting income of Shanghai Nenghui Technology Co.Ltd(301046) photovoltaic bull shares was 377.58%. On August 17, 2021, Shanghai Nenghui Technology Co.Ltd(301046) landed on the gem of Shenzhen Stock Exchange. From listing to the end of 2021, the share price of Shanghai Nenghui Technology Co.Ltd(301046) increased by 507.91%.
The market value of 20 times the lifting of the ban on bull stocks is close to half of the total lifting market value this week
The Flat Glass Group Co.Ltd(601865) with the largest market value was lifted this week. On February 15, Flat Glass Group Co.Ltd(601865) will lift the ban on 1.159 billion shares, with a lifting market value of 48.041 billion yuan, nearly half of the total lifting market value this week.
On February 15, 2019, Flat Glass Group Co.Ltd(601865) completed the initial public offering of a shares, and the total share capital of the company was 1.95 billion shares. At present, the lock-in period of 36 months from the date of listing of some restricted shares is about to expire, ushering in the initial public offering of Flat Glass Group Co.Ltd(601865) and the listing and circulation of some restricted shares. The lifted shares come from eight shareholders, including Ruan Hongliang, Ruan Zeyun and Jiang Jinhua, who are the second, third and fourth largest shareholders of Flat Glass Group Co.Ltd(601865) respectively.
According to public information, Flat Glass Group Co.Ltd(601865) is one of the largest manufacturers of photovoltaic glass originals in China, mainly engaged in the design, development, production and sales of photovoltaic glass sold to Chinese and overseas photovoltaic module manufacturers. Flat Glass Group Co.Ltd(601865) is at the leading level in the industry in terms of key technologies such as formula, production process and self explosion rate control of photovoltaic glass.
Since its listing on February 15, 2019, Flat Glass Group Co.Ltd(601865) share price has increased by 1998.45% compared with the issue price (former resumption of rights), and the current share price is 41.45 yuan / share.
Flat Glass Group Co.Ltd(601865) is one of the “love stocks” of northbound funds and institutions. According to the data, northbound capital currently holds Flat Glass Group Co.Ltd(601865) 2010.41 million shares, accounting for 3.77% of the circulating share capital. Since February this year, northbound funds have increased their positions on Flat Glass Group Co.Ltd(601865) as a whole.
According to the data, as of December 31, 2021, the top ten heavy positions of 70 funds held Flat Glass Group Co.Ltd(601865) , with a total of 97.425 million shares. On March 31, 2021, the fund held only 5.8784 million shares.
At the same time, Liu Gesong, the star fund manager, holds Flat Glass Group Co.Ltd(601865) 16031900 shares and 8066200 shares respectively in GF innovation and upgrading flexible configuration hybrid securities investment fund and GF industry strictly selected three-year holding hybrid securities investment fund, which are its sixth and tenth largest heavy positions respectively.
On February 13, Flat Glass Group Co.Ltd(601865) announced that the company plans to purchase 100% equity of Anhui Dahua Oriental Mining Co., Ltd. (“Dahua mining”) and Anhui Sanli Mining Co., Ltd. (“Sanli mining”) held by Anhui fengsha Mining Group Co., Ltd. (“fengsha group”) by paying cash and assuming debt, with a total transaction price of about RMB 3.344 billion, Including the equity transfer price of RMB 2.805 billion paid for the transfer of the subject equity and the debt owed by the subject company to the counterparty fengsha group of about RMB 539 million.
Flat Glass Group Co.Ltd(601865) the board of supervisors believes that this transaction will help the company obtain rich reserves of quartzite resources, ensure the sand demand and quality safety of the company’s production base, reduce the company’s dependence on external purchase of quartz sand, and further enhance the company’s anti risk ability and sustainable operation ability.
Jiangsu Lihua Animal Husbandry Co.Ltd(300761) the proportion of lifting the ban reached 68.24%
The lifted shares of Citic Securities Company Limited(600030) with the second highest market value this week came from the previous allotment financing of Citic Securities Company Limited(600030) .
After completing the largest share allotment financing in the history of the securities industry, Citic Securities Company Limited(600030) announced on the evening of February 11 that it signed a deposit business agreement with Hua Xia Bank Co.Limited(600015) on February 10 and purchased three fixed-term deposits, totaling 8 billion yuan. According to the announcement, the expected annualized rate of return / deposit interest rate of the three time deposits are 2.28%, and the total expected amount of return is 36.0667 million yuan.
For the purpose of this cash management, Citic Securities Company Limited(600030) said that it is to make full use of the company’s temporarily idle raised funds, further improve the use efficiency of raised funds, increase the company’s capital income, and seek more return on investment for the company and shareholders.
Western Securities Co.Ltd(002673) believes that roe is expected to improve after the placement of Citic Securities Company Limited(600030) . The reasons are as follows: Citic Securities Company Limited(600030) no more than 19 billion of the financing scale of no more than 28 billion is invested in capital intermediary businesses such as equity derivatives, which have a high leverage ratio and roe is expected to be improved; The company has outstanding advantages in capital, institutional customer base, license and risk pricing ability, and is optimistic about the profit pulling effect of the company’s financing on equity derivatives business. Roe is expected to remain above 10%.
In addition, grass chicken breeding enterprise Jiangsu Lihua Animal Husbandry Co.Ltd(300761) will also lift the ban of 276 million shares on February 18, with the lifting proportion reaching 68.24%. However, the share price of Jiangsu Lihua Animal Husbandry Co.Ltd(300761) has rebounded nearly 10% since January 26.
In 2021, the price of live pigs in China fell and the price of feed raw materials was high. The annual performance of Jiangsu Lihua Animal Husbandry Co.Ltd(300761) 2021 was significantly affected. On January 21, Jiangsu Lihua Animal Husbandry Co.Ltd(300761) released the performance forecast for 2021. It is estimated that the annual net profit loss is 350 million yuan to 400 million yuan, deducting the non net profit loss of 380 million yuan to 430 million yuan. Jiangsu Lihua Animal Husbandry Co.Ltd(300761) said that the reason for the net profit loss was the high price of feed raw materials, which pushed up the breeding cost and squeezed the profit space of the chicken industry.
However, many institutions are interested in the big rebound in market demand of the broiler industry.
On January 24, Jiangsu Lihua Animal Husbandry Co.Ltd(300761) announced that 28 institutions, including Citic Securities Company Limited(600030) , Haitong Securities Company Limited(600837) , Gaoyi assets, Danshui spring and Zhengxin Valley, investigated the company and learned about the current situation of the yellow feather chicken industry, breeding costs, business development planning of the company’s broiler sector, etc. Jiangsu Lihua Animal Husbandry Co.Ltd(300761) also said that the focus of the pig breeding sector in 2022 is to continue to reduce production costs and achieve a 50% market growth on the premise of fully judging the trend of the pig market.
AVIC Securities believes that with the bottom of the market for pigs and other animal proteins, the substitution squeeze of yellow feather broiler demand will gradually ease and the margin will be better. In addition, the consumption of live poultry suppressed by the epidemic has been fully digested in the past two years, with marginal improvement; Supported by spring festival consumption in the short term and boosted by long-term economic recovery, the yellow feather broiler sector is expected to usher in a business cycle.
