Four maritime concept stocks have won the favor of northbound funds, and some maritime concept stocks are favored by institutions.
shipping prices are expected to remain high this year
According to the financial report of China Central Television, shipping prices have soared for two years due to the imbalance between supply and demand caused by the global epidemic. According to the public data of Shanghai Airlines exchange, the “arrival and departure service reservation rate” of global trunk routes from Asia to the west coast of the United States in January was only 11%, which continued to maintain a low level. At present, Ningbo’s export container freight rate index has increased by more than 74% compared with the same period last year, which is more than four times that of the same period in 2020. The poor supply chain has exacerbated the contradiction between supply and demand. According to the judgment of insiders, from the perspective of shipping demand and capacity supply, it is expected that the overall freight rate will remain high in 2022.
Recently, the Baltic dry bulk freight index rebounded from the bottom, with the latest being 1968 points, up 51.85% from the lowest point of 1296 in January and more than 12% from the same period last year. The sea freight price has continued to operate at a high level in the past two years. In January, the Shanghai export container freight index broke through the high point of 5000, hitting a record high, with an average year-on-year increase of more than 70%, and several trunk routes rose collectively.
China Securities Co.Ltd(601066) according to the research report, the centralized transportation industry ushered in the strongest off-season of the Spring Festival in history, and the freight rates of main routes continued to the end of February. During the Spring Festival holiday, the factory, the truck and the customs are on holiday. The shipment volume of the week is stored before the festival. The European line and the American line remain fully loaded. It is expected that the factory will resume production and work normally in mid and late February. The transaction price between freight forwarders decreased before the Festival and is currently at a relatively low level. It is expected to gradually rise with the volume of goods after the year.
profit of marine concept stocks increased significantly
According to the statistics of securities times · databao, there are 13 concept stocks in A-Shares that are mainly engaged in maritime business. Since the Spring Festival, maritime concept stocks have generally risen, with an average increase of 5.61%, with Cosco Shipping Energy Transportation Co.Ltd(600026) , Cosco Shipping Development Company Limited(601866) , China Merchants Energy Shipping Co.Ltd(601872) rising the most, up 16.18%, 9.83% and 9.54% respectively. Four maritime concept stocks have also won the favor of northbound capital, of which Cosco Shipping Holdings Co.Ltd(601919) , Cosco Shipping Development Company Limited(601866) has received a net purchase of more than 20 million shares by northbound capital this month.
Ten of the maritime concept stocks have announced the performance forecast for 2021, of which eight have increased in advance, and the net profit attributable to the parent company is expected to double, Chang Jiang Shipping Group Phoenix Co.Ltd(000520) , Cosco Shipping Holdings Co.Ltd(601919) , Cosco Shipping Development Company Limited(601866) , Shanghai Zhonggu Logistics Co.Ltd(603565) , Cosco Shipping Specialized Carriers Co.Ltd(600428) .
According to the performance forecast of Chang Jiang Shipping Group Phoenix Co.Ltd(000520) , the company is expected to realize a net profit attributable to the parent company of RMB 80-120 million in 2021, with a year-on-year increase of 659.81% – 1039.71%. The company said that the main reason was to seize the favorable opportunity of market improvement and freight rate rise in 2021 and significantly increase the gross profit margin of its main business. Add applicable transportation capacity at a timely and high price to boost the profitability of the company.
From the perspective of {6015} and {6035} concept stocks, including {616} and {616} concept stocks, which are favored by {616} and {616} statistical agencies, there are more than {616} concept stocks.
Shenzhen Stock Exchange disagrees with Dea General Aviation Holding Co.Ltd(002260) resumption of listing application
After being abandoned by the sponsor, Dea General Aviation Holding Co.Ltd(002260) was frustrated again. This time, the rejection came from the Shenzhen Stock Exchange. Yesterday, the Shenzhen Stock Exchange announced that the sponsor of Dea General Aviation Holding Co.Ltd(002260) Federal Reserve securities no longer provides recommendation services for the resumption of listing of the company. Therefore, the company does not meet the provisions on the resumption of listing of suspended listed companies, and the listing committee did not pass the application for resumption of listing of the company.
Previously, because the audited net assets in 2017 and 2018 were negative for two consecutive years, Dea General Aviation Holding Co.Ltd(002260) was suspended from April 29, 2019, which has been suspended for more than 1000 days. According to the data of , Dea General Aviation Holding Co.Ltd(002260) still has 24300 shareholders, and the latest total market value is 835 million yuan.
The company submitted an application for resumption of listing in July 2020. Just on the seventh day of the lunar new year, the company received a notice from the sponsor company. Due to the continuous losses of the company and the signs of discord between the company’s investors and major shareholders, the company will no longer provide recommendation services for the resumption of listing of the company.
In addition to performance, a lawsuit involving Dea General Aviation Holding Co.Ltd(002260) , Zoje Resources Investment Co.Ltd(002021) , Shandong Xinchao Energy Corporation Limited(600777) two listed companies also added many obstacles to the resumption of listing. On February 7, the company disclosed that it had received the civil judgment. The three companies were required to bear the liability for the part of the guaranteed object that could not pay off the debt within the range of 1.586 billion yuan, and also bear the litigation related expenses of 7.9786 million yuan. The company said it would appeal in the near future. Before the conclusion of the lawsuit, there is uncertainty about the impact on the company’s profits in the current period or after the period
In response to the letter of concern from Shenzhen Stock Exchange, the company believed that it still had the conditions to resume listing, and the company’s receipt of the civil judgment would not affect the accounting treatment in 2019. However, according to the latest announcement, the lower of the net profit attributable to the parent company before and after deduction in 2020 and from January to September 2021 is negative. It is expected that the company will continue to lose money in 2021. There is great uncertainty about the ability of sustainable operation, and the Shenzhen Stock Exchange believes that it has not met the conditions for resumption of listing.
