Today (February 22), the main contents of the daily report of A-share listed companies are: “the first demon stock in the year of the tiger” emergency suspension verification; Ten times big bull stock Andon Health Co.Ltd(002432) receives the supervision letter again; Sichuan Yahua Industrial Group Co.Ltd(002497) the first quarter earned more than the whole year; The “fruit chain” giant with a market value of 300 billion has added new energy vehicle tracks; Sichuan Development Lomon Co.Ltd(002312) add lithium battery, and invest in the construction of lithium battery new energy material project, etc.
hot company trends:
11 day 10 limit! Emergency suspension verification of “the first demon stock in the year of the tiger”
Fearless supervision letter! Zhejiang Construction Investment Group Co.Ltd(002761) after receiving the supervision letter, the board was closed again, and the 10 limit was achieved in 11 days, becoming the strongest demon stock in the two cities in the year of the tiger. On February 21, Zhejiang Construction Investment Group Co.Ltd(002761) announced that the closing price of the company’s shares increased by 170.88% and the cumulative turnover rate was 278.59% for 11 consecutive trading days from February 7, 2022 to February 21, 2022. During this period, it touched abnormal fluctuations in stock trading for many times. Due to the recent abnormal fluctuation of the company’s share price, the company will check the abnormal fluctuation of stock trading. The trading of the company’s shares has been suspended since the opening of the market on February 22 and resumed after the disclosure of the verification announcement.
tenfold Bull Stock Andon Health Co.Ltd(002432) receive the supervision letter again! The exchange once fell more than 7% in early trading: inaccurate and incomplete information disclosure
Tenfold bull stocks received a regulatory letter. Andon Health Co.Ltd(002432) it was disclosed in the morning today (February 22) that the regulatory letter of Shenzhen Stock Exchange was received due to the inaccurate and incomplete Reply of the investor platform for many times. In addition, Aba Chemicals Corporation(300261) , Beijing Hotgen Biotech Co.Ltd(688068) , Hybio Pharmaceutical Co.Ltd(300199) and other covid-19 drug concept stocks had a significant correction.
Similarly, due to incomplete information disclosure, previously Andon Health Co.Ltd(002432) had received the decision on administrative supervision measures. In addition, Liu Yi, as the chairman and general manager of Andon Health Co.Ltd(002432) , and Wu Tong, as the Secretary of Andon Health Co.Ltd(002432) , bear the main responsibility for the integrity of the information disclosure of the interim report. As a result, the two were taken regulatory measures by Tianjin Securities Regulatory Bureau.
too fierce! Sichuan Yahua Industrial Group Co.Ltd(002497) the first quarter earned more than the whole year! “Mining” companies compete to actively develop
Due to the soaring price of lithium salt, the adjustment of long-term agreement pricing, the delayed sales of lithium salt inventory and other reasons, it was suggested by investors to change its name to Sichuan Yahua Industrial Group Co.Ltd(002497) (002497. SZ) of “Yahua lithium explosion”, and the performance of the first quarter of this year was “big bang”. On February 21, Sichuan Yahua Industrial Group Co.Ltd(002497) disclosure announcement showed that the company had a pre profit of 900 million yuan to 1.2 billion yuan in the first quarter of this year, with a median catch-up to the whole year of 2021.
Under the premise of “lithium salt price surge and long-term agreement pricing adjustment” as the commonness of the industry, the performance of the lithium salt industry “exceeded expectations” or reached a consensus in the first quarter of this year. For lithium salt companies with “minerals”, it is expected to usher in “double click”. The financial Associated Press reporter noted that China’s lithium salt plants are racing to accelerate the development of lithium mines.
300 billion leading action! 13.5 billion yuan will be added and 2 billion yuan will be invested in Xinneng car. Previously, the major shareholders have invested 10 billion yuan in Chery
The “fruit chain” giants with a market value of 300 billion have frequently added new energy vehicle tracks. On February 22, Luxshare Precision Industry Co.Ltd(002475) announced that it plans to raise 13.5 billion yuan, of which 2 billion yuan will be invested in the new energy vehicle industry chain. Previously, the controlling shareholder of Luxshare Precision Industry Co.Ltd(002475) Lixun Co., Ltd. spent 10 billion to buy 19.88% equity of Chery holdings, 7.87% equity of Chery shares and 6.24% equity of Chery new energy held by Qingdao Wudaokou new energy automobile industry fund (limited partnership), the largest shareholder of Chery holdings. Luxshare Precision Industry Co.Ltd(002475) also signed the strategic cooperation framework agreement with Chery group to establish a joint venture with Chery new energy to establish a strategic partnership between the two sides.
overweight lithium battery ! Double the Bull Stock and invest 12 billion in lithium new energy materials project
On the evening of February 21, it was announced that the company plans to invest 12 billion yuan in Deyang Sichuan Development Lomon Co.Ltd(002312) lithium battery new energy materials project with Deyang Sichuan Development Lomon Co.Ltd(002312) new materials Co., Ltd. (hereinafter referred to as “Deyang Sichuan Development Lomon Co.Ltd(002312) “) as the main body. After the project is put into operation, the company will add new products such as iron phosphate and lithium iron phosphate.
According to the announcement, lithium iron phosphate is the downstream product of monoammonium phosphate in the company’s existing phosphorus chemical product industry. The products involved in this project are an effective extension of the company’s original industry, which can make full use of the company’s existing phosphorus resources to further improve the added value of products. Through the investment and construction of this project, we can cut into the subdivided fields such as lithium iron phosphate cathode materials, which is conducive to incubating new profit growth points, Improve the overall profitability of the company.
54 shares including Changchun High And New Technology Industries (Group) Inc(000661) were investigated by more than 20 institutions
Statistics show that in the past five trading days (February 15 to February 21), about 208 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 54 companies were investigated by more than 20 institutions. Foryou Corporation(002906) attracted the most attention, with 250 institutions participating in the research; Dongguan Yiheda Automation Co.Ltd(301029) , Changchun High And New Technology Industries (Group) Inc(000661) , Fibocom Wireless Inc(300638) were investigated by 142, 130 and 107 institutions respectively. In terms of the number of institutional research, two companies have been investigated by institutions for three times, namely Weichai Power Co.Ltd(000338) , Shanghai Hanbell Precise Machinery Co.Ltd(002158) , and the institutional research is the most intensive.
35 shares received the highest institutional buy in rating Industrial Bank Co.Ltd(601166) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) and
Statistics show that 35 stocks received institutional buy rating on February 21. Among them, Industrial Bank Co.Ltd(601166) and Asymchem Laboratories (Tianjin) Co.Ltd(002821) have the highest attention, and have won four institutional buy in rating records; China State Construction Engineering Corporation Limited(601668) , Wuliangye Yibin Co.Ltd(000858) , Dehua Tb New Decoration Material Co.Ltd(002043) , Luyang Energy-Saving Materials Co.Ltd(002088) , Sanan Optoelectronics Co.Ltd(600703) won three, two, one, one institutional buy rating records respectively. From the perspective of agency rating changes, among the agency buy rating records, 12 rating records are the first concern of the agency, involving Zhenjiang Dongfang Electric Heating Technology Co.Ltd(300217) , Xindian software, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) and other stocks.
on the 5th, the dragon and tiger list tracking organization scrambled to raise these 18 shares
Statistics show that among the dragon and tiger lists in the past five trading days, 68 stocks have appeared in the figure of institutions, of which 18 stock presentation institutions have net purchases and 50 stock presentation institutions have net sales. In the past five days, the top three institutions’ net purchases were Tianqi Lithium Corporation(002466) , Hubei Yihua Chemical Industry Co.Ltd(000422) , Sinomine Resource Group Co.Ltd(002738) , and the net institutional capital inflows were 198 million yuan, 82 million yuan and 61 million yuan respectively.
accelerate the allocation of RMB assets and foreign investors are optimistic about the long-term opportunities of A-Shares
Since 2022, the A-share market has continued to fluctuate and adjust. Under this background, many foreign institutions are bullish on the A-share market and believe that its valuation advantage is prominent. Insiders also said that under the support of economic fundamentals, undervalued and other factors, foreign investors are expected to continue to increase the allocation of Chinese assets.
At present, investors’ risk aversion is heating up, and the A-share market shows a certain risk aversion attribute. ChuangJin Hexin analyzed in the macro strategy research report that under the background of high volatility of risk assets at the beginning of global monetary tightening, the global allocation of funds will find a safe haven. The valuation of A-Shares is low, and China is the only major economy with room for monetary expansion, which is expected to receive global capital inflows.
