Multiple profits are good. The recent performance of Zhejiang sector is very eye-catching and has become the “most beautiful” of A-Shares in the near future.
China Resources Microelectronics Limited(688396) was reduced by large funds
On the evening of February 17, China Resources Microelectronics Limited(688396) announced that from December 6, 2021 to February 17, 2022, large funds had reduced their holdings of China Resources Microelectronics Limited(688396) 0.9181% shares, and their holdings fell to less than 5%, and national large funds were no longer shareholders of more than China Resources Microelectronics Limited(688396) 5%.
This is the third company that the national large fund has reduced its holdings since this year, following Hunan Goke Microelectronics Co.Ltd(300672) and Changsha Jingjia Microelectronics Co.Ltd(300474) . China Resources Microelectronics Limited(688396) is the leader of the whole chip industry chain in China. During the reduction period, the share price of China Resources Microelectronics Limited(688396) fell by nearly 23%.
According to the statistics of securities times · databao, according to the latest list of shareholders, the national large fund holds at least 18 shares of the company. In addition to China Resources Microelectronics Limited(688396) , there are Beijing Bdstar Navigation Co.Ltd(002151) , Jiangsu Yoke Technology Co.Ltd(002409) and so on, ranking the first to third largest shareholders of the company; Among them, the shareholding ratio of Anji Microelectronics Technology (Shanghai) Co.Ltd(688019) , Tongfu Microelectronics Co.Ltd(002156) and other shares exceeds 10%. In terms of market performance, since the beginning of the year, the share prices of 18 companies have generally fallen sharply, Hunan Goke Microelectronics Co.Ltd(300672) , Hangzhou Chang Chuan Technology Co.Ltd(300604) fell by more than 30%, and Sanan Optoelectronics Co.Ltd(600703) , Shanghai Wanye Enterprises Co.Ltd(600641) fell by more than 20%.
common prosperity demonstration zone bonus launch
The national development and Reform Commission is scheduled to hold a press conference at 10 a.m. on February 17 to introduce the progress of supporting high-quality development and building a demonstration area of common prosperity in Zhejiang Province. Responsible comrades of the national development and Reform Commission and relevant departments of Zhejiang Province attended the press conference.
Xie Xiaobo, deputy director of Zhejiang Provincial Development and Reform Commission, pointed out that building a pilot area for the reform of the income distribution system is one of the “four strategic positioning” given by the central government to Zhejiang’s common prosperity demonstration area, and it is also the key task of promoting high-quality development and building a common prosperity demonstration area. He said that the goal of the action plan of “expanding China” and “raising the low level” in Zhejiang Province is to take the lead in basically forming an olive shaped social structure with middle-income groups as the main body. Focusing on this goal, Zhejiang has put forward a quantitative goal. The core index is that by 2025, the proportion of groups with annual disposable income of 100000-500000 yuan in Zhejiang will reach 80%, and the proportion of groups with annual disposable income of 200000-600000 yuan will reach 45%.
college students’ Entrepreneurship gift bag
up to 500000
College graduates are valuable human resources. According to Chen Zhong, deputy director of the Department of human resources and social security of Zhejiang Province, college graduates who work in Zhejiang can enjoy living subsidies ranging from 20000 to 400000 or house purchase and rental subsidies. If college students want to start a business, they can borrow 100000 to 500000. If the business fails, the government will compensate for the loan less than 100000, and 80% of the loan more than 100000.
For college students engaged in housekeeping, pension and modern agricultural entrepreneurship, the government gives 100000 yuan of entrepreneurship subsidy. For college students working in these fields, the government gives 10000 employment subsidy per person per year for three consecutive years. College students who come to Zhejiang for internship will be provided with living subsidies. For graduates with family difficulties, 3000 yuan per person will be granted as a job-hunting and entrepreneurship subsidy.
In addition to the above entrepreneurial dividends, the “big gift package” is very attractive. In addition to the urban area of Hangzhou, the settlement restrictions for graduates with college degree or above are fully liberalized. The settlement conditions in Hangzhou are bachelor degree or above.
the economic indicators of Zhejiang Province performed well in 2021
Zhejiang Province is a representative of the common prosperity demonstration area. Since it was first proposed in May last year, Zhejiang has actively explored and made an overall plan. It has constructed the “four beams and eight pillars” for the construction of the common prosperity demonstration area, issued the implementation plan for high-quality development and construction of the common prosperity demonstration area from 2021 to 2025, and defined 56 indicators of common prosperity. By 2022 Two phased objectives for 2025, and formulated performance evaluation methods to dynamically monitor and evaluate the progress of the construction of common prosperity demonstration area.
After a series of reforms, Zhejiang Province achieved remarkable results. In 2021, the total GDP of Zhejiang Province reached 7.35 trillion yuan, an increase of 8.5% year-on-year, 0.4 percentage points higher than that of the whole country and exceeded 7 trillion yuan for the first time. In 2021, Zhejiang’s annual general budget revenue increased by 14% year-on-year, the income growth of urban and rural residents reached 9.2% and 10.4% respectively, and the growth of high-tech industry and strategic emerging industry was 17.1% and 17% respectively.
Looking at the whole country, the GDP growth rate of Zhejiang Province ranked sixth in the country in 2021, second only to Jiangsu among coastal and developed provinces. This is also the first ten years of GDP growth in Zhejiang Province since 2007 after a lapse of 14 years.
According to the latest report released by Zhejiang Province, its goals for 2022 include: the province’s GDP growth is expected to be about 6%, R & D investment will reach 3%, and 1 million new urban jobs.
13 only undervalued high growth stocks
the main net inflow in late trading exceeded one million
The “big gift bag” sent by Zhejiang Province is superimposed with the good news such as the proximity of the Hangzhou Asian Games. The recent performance of Zhejiang sector is very eye-catching and has become the “most beautiful” of A-Shares in the near future.
According to the statistics of securities times · data treasure, on February 17, the index of Zhejiang sector significantly outperformed the index of the market and other provinces, and there were more than 30 stocks with an increase of more than 5%, including Sunny Loan Top Co.Ltd(600830) involving small and micro loans and Ningbo Construction Co.Ltd(601789) , Qianjiang Water Resources Development Co; Ltd(600283) , Zhejiang Construction Investment Group Co.Ltd(002761) and other strong trading limits in the infrastructure sector. Among them, Sunny Loan Top Co.Ltd(600830) is one of the earliest listed companies in China to involve the concept of small loan pawn.
Up to now, there are 609 A shares in Zhejiang Province, with a total market value of nearly 8 trillion yuan. According to the statistics of data treasure, 168 shares received the net inflow of main funds at the end of February 17, and more than 80 shares exceeded one million yuan. These stocks are expected to continue to attract attention on February 18, including 6 shares such as Zhejiang Juhua Co.Ltd(600160) , Innuovo Technology Co.Ltd(000795) with the net inflow of main funds at the end of February exceeding ten million.
The positive influence and leading role of the common prosperity demonstration zone will continue. Among the stocks with a net inflow of more than 1 million yuan at the end of the trading, the P / E ratio is less than 50 times, and only 13 Zhejiang stocks with a median increase of net profit of more than 50% in 2021. Among them, the net profit of satellite chemistry, Huafon Chemical Co.Ltd(002064) , Zhejiang Huayou Cobalt Co.Ltd(603799) and other stocks is expected to increase by more than 200% in 2021; The valuation of Huafon Chemical Co.Ltd(002064) , Zjamp Group Co.Ltd(002758) is less than 10x.
