The latest trend of institutional positions was revealed. 5 shares were increased by institutions month on month, and 3 shares were newly held by QFII.
upper air outlet of “counting East and counting West” station
6 trillion sectors continue to explode
In the morning trading on February 21, the A-share market fluctuated and weakened, and the gem index fell sharply. As of 11:30, the Shanghai Composite Index fell 0.36%, the Shenzhen composite index fell 0.26%, the gem index fell 0.92%, and the half day net sales of northbound funds exceeded 3 billion yuan.
The sectors related to “counting from the east to the west” continued to exert force and strengthened against the trend. The sectors with the highest gains were almost dominated by this field, including computing power concept, data center, cloud computing, edge computing, big data . Many stocks rose by 20% for two consecutive days, including Capitalonline Date Service Co.Ltd(300846) , Yimikang Tech.Group.Co.Ltd(300249) , Beijing Asiacom Information Technology Co.Ltd(301085) and other stocks.
In terms of news, the national development and Reform Commission recently released heavy news and officially launched the “counting from the east to the west”. This project is known as the “South-to-North Water Transfer”, “west to East power transmission” and “west to East Gas Transmission” in the digital economy era, and has attracted great attention from the society and the market.
Guo Liang, deputy chief engineer of the Institute of cloud computing and big data of China Academy of information and communications, said that the project of “computing from the east to the west” was fully started. It is expected that the construction of these data centers will drive social investment of more than 400 billion yuan every year.
According to the statistics of securities times · databao, there are 373 shares in the five sectors mentioned above, including “computing power concept and data center”, with a total market value of nearly 6 trillion, an increase of more than 130 billion yuan compared with the previous trading day. There are few falling stocks in the five sectors, and the profit-making effect is very strong. According to the latest number of shareholders, in the past two trading days, the average net income of shareholders of “counting East and counting West” is about 20000 yuan, and the average net income of shareholders of 27 companies is more than 50000 yuan, including Shanghai Athub Co.Ltd(603881) , Sangfor Technologies Inc(300454) , Nanxing Machinery Co.Ltd(002757) . These three shares belong to the concepts of data center, cloud computing and computing power respectively; The average net income of Servyou Software Group Co.Ltd(603171) households in the big data sector exceeds 100000 yuan.
rare earth sector weakened
the 100 billion rare earth giant was smashed by institutions
The rare earth sector performed generally today, and the rare earth permanent magnet index fell slightly in early trading. According to the statistics of data treasure, the non-ferrous metal sector was smashed by institutions, and the net sales of institutions exceeded 500 million yuan. The net sales of China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) was the highest in a shares, nearly 400 million yuan. As of 11:30, China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) fell by about 3%. The company is the world’s largest rare earth enterprise group and rare earth industry base. It is one of China’s six major rare earth groups with a market value of more than 150 billion. The company’s share price hit a new low on the last day before the Spring Festival. It is estimated that the cumulative increase is nearly 28% from February 7 to February 18. In addition, China Minmetals Rare Earth Co.Ltd(000831) , Lizhong Sitong Light Alloys Group Co.Ltd(300428) , Guangzhou Fangbang Electronics Co.Ltd(688020) all fell to varying degrees.
7 shares double the non net profit deducted in 2021
As of February 21, a total of 14 A-share companies have issued 2021 annual reports. According to the statistics of securities times · databao, Huasu Holdings Co.Ltd(000509) , Cnfc Overseas Fisheries Co.Ltd(000798) had a performance loss in 2021. Among the remaining 12 shares, Xinjiang Zhongtai Chenical Co.Ltd(002092) , Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Focus Lightings Tech Co.Ltd(300708) had a good performance, and the deduction of non net profit doubled year-on-year in 2021.
Among them, Xinjiang Zhongtai Chenical Co.Ltd(002092) deducted non net profit increased by nearly 118 times year-on-year. The company’s net profit in 2021 was 2.703 billion yuan, more than 18 times that in 2020. During the reporting period, affected by the market, the sales price and sales volume of the company’s main products PVC resin, viscose fiber and viscose yarn increased compared with the same period of last year, and the overall profit level of the company increased significantly.
Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) the net profit deducted in 2021 increased by more than 250% year-on-year. The net profit attributable to the parent company in 2021 was 911 million yuan, more than twice the net profit in the past five years.
Focus Lightings Tech Co.Ltd(300708) the net profit deducted in 2021 increased by 163.64% year-on-year. During the reporting period, benefiting from the impact of the continuous rise of the prosperity of the LED chip industry, especially the strong demand of the medium and high-end chip market, the company’s products, represented by backlight, high luminous efficiency and flip chip, have high added value and strong market competitiveness.
In terms of market performance, the overall trend of the company that first released the financial report was strong. As of February 18, it has risen by an average of 6.25% since 2022, significantly outperforming the Shanghai index. The three ST shares that issued the annual report rose higher, of which Bus Online Co.Ltd(002188) rose 62.82% in total, and the company reversed its losses in 2021; Huasu Holdings Co.Ltd(000509) increased by nearly 45%. Shanghai Kaikai Industry Company Limited(600272) has increased by 22.29% since 2022, and the net profit deducted from non net profit in 2021 has increased by about 90% year-on-year.
5 stock acquiring institutions increased their positions month on month
3 shares are newly held by QFII
In addition to financial data, investors are most concerned about the trend of institutional positions. According to the statistics of data treasure, from the perspective of institutional shareholding ratio (excluding general legal persons), five shares were increased at the end of 2021 month on month, including including Qingdao Sentury Tire Co.Ltd(002984) , Beijing Compass Technology Development Co.Ltd(300803) , Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) , among which Qingdao Sentury Tire Co.Ltd(002984) was increased the most, with an institutional position of 6.31% at the end of 2021 and an increase of 6.3 percentage points month on month. The company is a benchmark enterprise for intelligent manufacturing in the tire industry.
The positions of 4 shares were reduced by institutions on a month on month basis, namely Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Xinjiang Zhongtai Chenical Co.Ltd(002092) , Guangzhou Fangbang Electronics Co.Ltd(688020) , Lanzhou Ls Heavy Equipment Co.Ltd(603169) ; Among them, Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) reduced its position the most. At the end of 2021, the institutional shareholding was 19.12%, and the position decreased by 5.1 percentage points month on month.
From the perspective of different institutions, QFII newly holds three shares, namely Lanzhou Ls Heavy Equipment Co.Ltd(603169) , Shandong Wohua Pharmaceutical Co.Ltd(002107) , Shanghai Kaikai Industry Company Limited(600272) , and the latter two shares belong to the traditional Chinese medicine sector of pharmaceutical biology; Among them, Shanghai Kaikai Industry Company Limited(600272) has the highest shareholding ratio, reaching 0.52%. The company is mainly engaged in the circulation of traditional Chinese medicine, traditional Chinese medicine service (traditional Chinese medicine consultation service), etc. QFII warehouse reduction machinery and equipment stock Chuangshi Ji . The social security fund increased its holdings of Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) , and new entrants held Xinjiang Zhongtai Chenical Co.Ltd(002092) .
From the perspective of public funds, Qingdao Sentury Tire Co.Ltd(002984) , Beijing Compass Technology Development Co.Ltd(300803) increased their positions month on month, Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Guangzhou Fangbang Electronics Co.Ltd(688020) were reduced, of which Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) were reduced by more than 7 percentage points.
