Compared with the eastern provinces, the overall number of Listed Companies in Shaanxi is still relatively small, and the performance of some “top students” has an obvious impact on the regional capital market.
From the perspective of capital flow, the medium and long-term performance of the military industry is still optimistic. Last week Avic Xi’An Aircraft Industry Group Company Ltd(000768) , Aecc Aviation Power Co Ltd(600893) , Western Superconducting Technologies Co.Ltd(688122) were favored by capital. The net purchases of Avic Xi’An Aircraft Industry Group Company Ltd(000768) and Aecc Aviation Power Co Ltd(600893) financing were 161 million yuan and 71 million yuan respectively, ranking the top two in the region, Western Superconducting Technologies Co.Ltd(688122) ushered in the simultaneous inflow of three types of “hot money”.
It is worth noting that Shaanxi Heimao Coking Co.Ltd(601015) block transactions have been active in the last two weeks, and the sellers of continuous block transactions since February 11 are Xi’an Fenghui South Road business department. According to the announcement on February 20, Shaanxi Heimao Coking Co.Ltd(601015) two shareholders jointly reduced their shares, accounting for 2.2% of the total shares of the company.
In addition, during the observation period, three listed companies in Shaanxi welcomed institutional research. Among them, 21 institutions visited Yangling Metron New Material Co.Ltd(300861) twice, focusing on the actual situation of their capacity construction, layout of raw materials and so on. Compared with the previous week, Meichang advanced 2 positions and entered the top 10 in Shaanxi stock market value.
In terms of the rise and fall of individual stocks, China Resourcesand Environment Co.Ltd(600217) combined with the recent favorable policies, led the rise by 11.00%. Xi’An Qujiang Cultural Tourism Co.Ltd(600706) after several previous trading boards, it pulled back last week, down 7.49%.
Specifically, this period’s view of Shaanxi shares.
Driven by “top students”, the total market value increased by 40.485 billion yuan
As of February 20, 2022, there were 66 A-share listed companies in Shaanxi, with a total market value of 1377.001 billion yuan, ranking 14th in China, an increase of 40.485 billion yuan or 3.03% (weighted average) over the previous week.
Although the increase is acceptable, the total market value of Shaanxi has fallen below 1.4 trillion yuan for two consecutive weeks, while the market value remained at 1.5 trillion yuan at the peak of last year.
It is worth mentioning that Shaanxi has accelerated the cultivation of Listed Companies in the past two years, and its actions in the capital market are also frequent. However, the overall number of listed companies is still small compared with the eastern provinces. In this case, the market value changes of some “top students” will have an obvious impact on the total market value of the region.
In the third week of February (February 14-20, 2022), the market value of Longi Green Energy Technology Co.Ltd(601012) increased the most, with an increase of 18.404 billion yuan, which contributed a lot to the rise of the total market value of the sector. Western Securities Co.Ltd(002673) the market value has shrunk the most, with a decline of 626 million yuan. The biggest increase in the region was China Resourcesand Environment Co.Ltd(600217) , with an increase of 11.00%; The biggest decline was Xi’An Qujiang Cultural Tourism Co.Ltd(600706) . In addition, Western Superconducting Technologies Co.Ltd(688122) is also favored by the main funds, North funds and financing funds.
From a national perspective, the total market value of Shaanxi sector continued to rank 14th in the country during the observation period. Compared with the 13th Henan, it is 205.531 billion yuan less. From a regional perspective, the total market value of Shaanxi sector ranks No. 1 in Northwest China (no statistics on the ranking of provinces, regions and cities, Hong Kong, Macao and Taiwan, China)
Fanxiang finance and Economics (ID: nbdfxcj) found that 66 listed companies in Shaanxi mainly focus on electrical equipment, national defense and military industry and mining and excavation in terms of market value.
According to statistics, compared with Henan, the total number of Listed Companies in Shaanxi is 33 less than that in Henan; The number of companies with a market value of 100 billion is the same as that in Henan. It is worth noting that the number of Shaanxi science and Innovation Board companies is 4 more than that in Henan, which also shows that Shaanxi’s science and innovation strength is still prominent to a certain extent. In particular, Xi’an, the provincial capital, ranks third in the country in terms of R & D investment ratio, second only to Beijing and Shenzhen.
In addition, the number of newly listed companies in Henan has broken 0 this year, and there are no new A-share listed companies in Shaanxi so far. During the reporting period, judging from the IPO situation, there were no new companies to apply for in Shaanxi and no new enterprises.
Xi’an (48 prefecture level administrative regions) has the largest number of Listed Companies in Shaanxi, followed by Baoji (5), Xianyang (5), Yan’an (2) and Weinan (2).
Mei Chang also welcome agencies to focus on research.
From the perspective of capital flow, in the third week of February, Avic Xi’An Aircraft Industry Group Company Ltd(000768) , Aecc Aviation Power Co Ltd(600893) and other military stocks were favored by financing, and Shaanxi Heimao Coking Co.Ltd(601015) , Shaanxi Coal Industry Company Limited(601225) and other coal industry enterprises were mainly favored by “smart money” northward funds. Western Superconducting Technologies Co.Ltd(688122) was increased by three types of “hot money” at the same time.
First look at the financing funds. Last week, the total net repayment of financing of Shaanxi sector was 6.366 million yuan. The largest net financing purchase of Shaanxi shares is Avic Xi’An Aircraft Industry Group Company Ltd(000768) , with an amount of 161 million yuan. Followed by Aecc Aviation Power Co Ltd(600893) (70.5633 million yuan) and China Xd Electric Co.Ltd(601179) (21.8 million yuan).
Since the release of the securities industry, the sentiment of the securities industry has been greatly corrected, but the market performance of the securities industry has been greatly affected by many factors such as the recent launch of the military research industry.
Galaxy securities analysis pointed out that in 2022, as the second year of the 14th five year plan for equipment procurement, bidding is expected to be intensively implemented, the overlapping capacity bottleneck will be broken, and the prosperity of the industry may continue to improve. The rapid growth of the industry in the next three years is still expected. In the long run, the “Centennial goal of building the army” is nearly late, and the “Centennial change” is bound to promote the rapid development of the industry.
The financing purchase of Avic Xi’An Aircraft Industry Group Company Ltd(000768) , Aecc Aviation Power Co Ltd(600893) , which ranks among the top two in the region. As the pioneer of state-owned enterprise reform, the former, in addition to having a high outlook in the national defense and military industry, is also the closing year of the implementation of the three-year action plan for state-owned enterprise reform, and the company’s equity incentive plan is expected to clear the clouds. As a representative enterprise in the field of aviation industry chain, the 2021q4 fund report shows that a total of 144 funds hold Aecc Aviation Power Co Ltd(600893) of the top ten heavy positions, with a total of 158 million shares, an increase of 18.64% month on month.
In the third week of February, Shaanxi Heimao Coking Co.Ltd(601015) north capital shareholding ratio increased by 0.17 percentage points, Shaanxi Coal Industry Company Limited(601225) north capital shareholding ratio increased by 0.10 percentage points, Longi Green Energy Technology Co.Ltd(601012) north capital shareholding ratio increased by 0.07 percentage points.
In terms of main funds, in the third week of February, Longi Green Energy Technology Co.Ltd(601012) net purchase ranked first, with 898 million yuan, followed by Avic Xi’An Aircraft Industry Group Company Ltd(000768) (232 million yuan) and Three’S Company Media Group Co.Ltd(605168) (93.2265 million yuan).
It is worth noting that last week, Western Superconducting Technologies Co.Ltd(688122) was favored by main funds, northbound funds and financing funds at the same time.
As the only low-temperature superconducting wire rod manufacturer in China and the only whole process manufacturer of niobium titanium ingot rod, superconducting wire rod and superconducting magnet in the world, benefiting from the development of downstream fields such as aerospace and ocean engineering, Western Superconducting Technologies Co.Ltd(688122) product demand space is relatively broad.
On the news side, Western Superconducting Technologies Co.Ltd(688122) recently won the bid for the “2021 national new material production and application demonstration platform – medical device material production and application demonstration platform” project of the Ministry of industry and information technology, which means that Western Superconducting Technologies Co.Ltd(688122) has become the only R & D and production base of high-performance superconducting materials in the field of medical imaging in China.
In terms of institutional research, according to wind statistics, three listed companies in Shaanxi received institutional research during the reporting period. Among them, 19 institutions visited Yangling Metron New Material Co.Ltd(300861) (hereinafter referred to as Meichang), 5 institutions visited Shaanxi Xinghua Chemistry Co.Ltd(002109) , and 1 institution visited Jinduicheng Molybdenum Co.Ltd(601958) .
In February 17th, Yangling Metron New Material Co.Ltd(300861) announced that the company received 19 research institutions such as Beijing Qing Quan Quan and Bo Shi fund. On February 14, three days ago, Yangling Metron New Material Co.Ltd(300861) disclosed that it received research from two institutions such as Jinglin Asset Management Co., Ltd.
Both surveys focused on the capacity construction of Yangling Metron New Material Co.Ltd(300861) . Meichang said that at present, there is no problem of overcapacity; The technical transformation is expected to be completed by the end of June this year, and the single machine capacity is expected to increase by 33% compared with that before the transformation. At the same time, Fulong Industrial Park is also stepping up the implementation of production expansion construction, and will apply the mature “Twelve line” technology to the new production line.
Another key issue concerned by the organization is whether it is feasible for Meichang to use tungsten wire as the base material of cutting wire when laying out the raw material end, as well as its difficulties and advantages. Meichang pointed out that tungsten wire has strong acid and alkali resistance, looser requirements for storage and production environment, high tensile strength and is not easy to deform under tension. It is suitable to be used as a fine linear substrate to bear the cutting tension. On the other hand, Meichang admits that its price is higher than that of high-carbon steel wire, which is not easy to obtain, and there will be some risks to the economy of customers.
Based on the investigation event on February 16, Fanxiang finance found that the company’s main capital flow showed a net outflow of 13.2015 million yuan in the last five trading days. In the trend dimension, the stock price fell below the 10th line, but there was a slight difference between the long and short of the 20th line.
Superposition of favorable policies, China Resourcesand Environment Co.Ltd(600217) led the rise
As of February 20, the largest market value of Shaanxi sector was Longi Green Energy Technology Co.Ltd(601012) , and the smallest market value was But’One Information Corporation Xi’An(600455) . Last week, Longi Green Energy Technology Co.Ltd(601012) had the largest increase in market value, with an increase of 18.404 billion yuan; The largest decline in market value was Western Securities Co.Ltd(002673) , with a decline of 626 million yuan.
Compared with the previous week, Yangling Metron New Material Co.Ltd(300861) ranked 2 places ahead, rising from 11th to 9th, and entering the top 10 in Shaanxi stock market value; Ccoop Group Co.Ltd(000564) dropped 1 place from 9th to 10th.
In terms of block trading, in the third week of February, two companies in Shaanxi sector, including Shaanxi Heimao Coking Co.Ltd(601015) , Longi Green Energy Technology Co.Ltd(601012) , had block trading. Among them, Shaanxi Heimao Coking Co.Ltd(601015) block transaction volume is the highest, with 123 million yuan.
In fact, last week, the transaction amount of Shaanxi Heimao Coking Co.Ltd(601015) block transaction was also the highest in the region, at 65.5215 million yuan. According to the block transaction data, since February 11, Shaanxi Heimao Coking Co.Ltd(601015) continuous block transactions have been sold by Xi’an Fenghui South Road business department, and the buyers include Minsheng securities, China Galaxy Securities Co.Ltd(601881) securities, China Merchants Securities Co.Ltd(600999) .
According to the latest announcement of Shaanxi Heimao Coking Co.Ltd(601015) , the company’s shareholders Li Bo and Ji Hongli reduced their holdings of about 44.94 million shares, accounting for 2.2% of the company’s total shares. The number of holdings reduced in this reduction plan has exceeded half.
In terms of the rise and fall of individual stocks, the rise and fall of Listed Companies in Shaanxi last week were not very obvious. The Shaanxi stock with the largest increase was China Resourcesand Environment Co.Ltd(600217) , with an increase of 11.00%. The biggest decline was Xi’An Qujiang Cultural Tourism Co.Ltd(600706) , with a decline of 7.49%.
Recently, the national development and Reform Commission jointly issued the implementation plan on accelerating the comprehensive utilization of industrial resources and the implementation guide for the transformation and upgrading of energy conservation and carbon reduction in key areas of high energy consumption (2022 version), aiming at the pain points of industrial solid waste reduction and the difficulty points of high value-added renewable resources, and put forward corresponding objectives and requirements. For example, the utilization rate of bulk industrial solid waste will reach 57% in 2025.
The main business of China Resourcesand Environment Co.Ltd(600217) is the recycling and dismantling of waste electrical and electronic products and the integrated disposal of solid waste in the industrial park. As the leader of waste power disposal, China Resourcesand Environment Co.Ltd(600217) has obvious channel advantages and strong favorable price ability. This time, the superposition policy is good, which has won the attention of the capital market again.
Xi’An Qujiang Cultural Tourism Co.Ltd(600706) it is not surprising that the share price fell. According to the analysis of Xiangguan Shaanxi shares in the previous period, the traditional tourism industry belongs to large consumption. Under the current downward pressure of the economy, the market is difficult to last for a long time.
