After hours news, Gree Electric Appliances Inc.Of Zhuhai(000651) , Luxshare Precision Industry Co.Ltd(002475) , Hengyi Petrochemical Co.Ltd(000703) , Focus Media Information Technology Co.Ltd(002027) all had block transactions of hundreds of millions of yuan today. The main sellers were China International Capital Corporation Limited(601995) Shanghai branch and the receiver was the institution.
Since December last year, the Shanghai stock index has continued to callback. As one of the important channels for institutions to build positions, the participation of block trading institutions has continued to decline. Since February, the total amount of block transactions has continued to rise, and the participation of institutional seats in block transactions has significantly warmed up.
what areas are the seats of block trading institutions biased towards?
Judging from the volume of block transactions since February, infrastructure stocks in the field of steady growth are highly active, Gepic Energy Development Co.Ltd(000791) this week’s volume of commodity transactions is 618 million yuan, Xiamen C&D Inc(600153) , Taiyuan Heavy Industry Co.Ltd(600169) have attracted high attention from block transaction funds, including many institutional seats.
Judging from the flow of bulk trading institutions today, lithium resources and consumer electronics are still the focus of institutions. Today, there were 15 transactions in Kweichow Moutai Co.Ltd(600519) with an average transaction price of 1827.01 yuan and an average premium rate of 0.00%. The total trading volume was 111200 shares and the total transaction amount was 203.2 million yuan; Luxshare Precision Industry Co.Ltd(002475) there were 14 transactions, with an average transaction price of 43.00 yuan, an average premium rate of 0.00%, a total turnover of 4.007 million shares and a total transaction amount of 172.3 million yuan; Hangzhou Hikvision Digital Technology Co.Ltd(002415) there were 14 transactions, with an average transaction price of 48.90 yuan, an average premium rate of 0.00%, a total turnover of 3.188 million shares and a total transaction amount of 155.9 million yuan;
it is worth noting that the sellers of Kweichow Moutai Co.Ltd(600519) , Luxshare Precision Industry Co.Ltd(002475) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Focus Media Information Technology Co.Ltd(002027) , Hengyi Petrochemical Co.Ltd(000703) , Gree Electric Appliances Inc.Of Zhuhai(000651) are China International Capital Corporation Limited(601995) Shanghai Branch, while the receiver is an institution. The figure shows the transaction details of Luxshare Precision Industry Co.Ltd(002475) today.
Luxshare Precision Industry Co.Ltd(002475) of the “three giants of the fruit chain” has been intensively investigated by institutions and concerned by securities companies
for Luxshare Precision Industry Co.Ltd(002475) on today’s list of block transactions, the institutional teleconference survey list announced yesterday has a strong lineup of participating institutions , including private equity fund Gao Yi asset Deng Xiaofeng and harmonious Huiyi Lin Peng; Wang Yuanyuan of Wells Fargo fund, Shi Bo of Nanfang fund and Zhu Yu and Fu Pengbo of Ruiyuan fund. among them, the growth value of Ruiyuan of Zhu Yu and Fu Pengbo of Ruiyuan fund is the largest public fund holding Luxshare Precision Industry Co.Ltd(002475) shares by the end of last year, and it was the fourth largest circulating shareholder of the company in the third quarter of last year.
In addition, on the evening of February 21, Luxshare Precision Industry Co.Ltd(002475) announced the non-public issuance plan for 2022. It is proposed to raise no more than 13.5 billion to invest in six projects, including intelligent wearable devices, intelligent mobile terminal precision components, new energy vehicle high-voltage connection system, semiconductor advanced packaging and testing, intelligent mobile terminal display module and intelligent vehicle connection system, and supplement working capital.
In this regard, China Merchants Securities Co.Ltd(600999) said that the company is currently ushering in a performance inflection point, and the long-term logic is clear. The worst time point of the company has passed. After October 21, the company’s businesses are on the right track, including the assembly and parts of the 7-generation watch, which has been delayed for 2 months. The assembly of Weixin 13pro mobile phone is expected to make a profit in 21q4, the share of Likai topmodule is further improved, the Q4 goods of airpods business is better than expected, and the Q4 performance of the company is expected to rise month on month and pick up year-on-year growth. Since 22q1, some deferred watch and mobile phone orders have made Q1 not light in the off-season; With the improvement of the company’s annual mobile phone and watch assembly share and profitability, as well as the further vertical integration of parts, coupled with the large volume of SIP / miniled and other businesses, the recovery of non-A consumer electronics and the accelerated growth of communication and automobile businesses, the rapid growth of annual performance in 22 years has high visibility, and the compound high growth momentum in the next 3-5 years is clear. The company’s early cooperation with Chery and acquisition convergence further opened the company’s long-term space in smart cars and enterprise level. In addition, the company’s forward-looking layout in Mr field and the assistance of this additional capital issuance.
Hengyi Petrochemical Co.Ltd(000703) buy back 23.84 million shares
Hengyi Petrochemical Co.Ltd(000703) on February 7, it was announced that as of January 31, 2022, the company had repurchased about 23.84 million shares through centralized bidding trading through the special securities repurchase account, accounting for 0.65% of the total share capital of the company. The maximum transaction price of the purchased shares was 10.69 yuan / share, the minimum transaction price was 10.13 yuan / share, and the total repurchase amount paid was about 250 million yuan.
Many securities companies said that looking forward to 2022, under the guidance of the national policy of stable growth, domestic demand stimulus policies will be introduced continuously, and the potential of domestic demand will continue to be released, driving the steady growth of downstream textile and garment demand. In 2021, due to the high sea freight, some export demand is restrained. It is expected that the tight situation of export capacity will be alleviated in 2022, and the sea freight will gradually return to a reasonable level, which is expected to drive the recovery of China’s polyester product export. As a leading enterprise integrating the industrial chain, as of the disclosure date of the third quarterly report, Hengyi Petrochemical Co.Ltd(000703) has a polyester production capacity of 7.765 million tons / year, and plans to increase the polyester fiber production capacity of 1.85 million tons / year under construction. The production capacity scale ranks among the forefront of the industry. Hengyi will fully benefit from the dividends brought by the rise of product prices and the continuous release of downstream demand.
