Today (December 14), the main contents of the daily of A-share listed companies are as follows: Yuan universe’s “leader” Meisheng Cultural & Creative Corp.Ltd(002699) has pulled five trading limits; Chinese medicine Giant China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) announced that its Angong Niuhuang Pill has increased its price; The first unit of public examination training receives the attention letter again; Baiji Shenzhou has multiple auras; Beijing Shuzhi Technology Co.Ltd(300038) the chairman was filed for investigation twice in two months.
hot company trends:
hot money speculation! Yuan universe “leader” has pulled five daily limits
With multiple hot spots, yuanuniverse has become the “topic king” in the recent market, and relevant concept stocks have soared and detonated A-Shares repeatedly. On December 14, the opening price was less than one hour, and the “Yuan universe leader” Meisheng Cultural & Creative Corp.Ltd(002699) rose the limit, which was Meisheng Cultural & Creative Corp.Ltd(002699) for five consecutive trading days, up 9.94% to 6.97 yuan / share.
Since the closing on December 7, Meisheng Cultural & Creative Corp.Ltd(002699) has increased by more than 60%, with the latest total market value of 6.3 billion yuan. Behind the sharp rise in share prices, Meisheng Cultural & Creative Corp.Ltd(002699) got hot money speculation. According to the public trading information released on December 13, Meisheng Cultural & Creative Corp.Ltd(002699) was listed on the dragon and tiger list due to the deviation of 9.40% from the daily price increase. This is the third time in the last five trading days.
According to the data of the dragon and tiger list, Dongcai Lhasa business department ranked fourth and fifth, with a total purchase of 28.99 million yuan, First Capital Securities Co.Ltd(002797) (Beijing Xinjiekou North Street ranked first and sold 50.25 million yuan. There are hot money and retail seats on the list, with no institutional participation.
After Beijing Tongrentang Co.Ltd(600085) , another giant also announced that the price of Angong Niuhuang Pill increased! Is the price rise tide of traditional Chinese medicine enterprises coming?
Beijing Tongrentang Co.Ltd(600085) the hot discussion on the price rise of Angong Niuhuang has not completely subsided, and another Chinese medicine Giant China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) announced that the price of Angong Niuhuang Pill has been raised. More than half a year ago, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) also raised the product price. Several pharmaceutical companies attributed the price rise of raw materials to the main reason for the price rise of products. It is unknown whether traditional Chinese medicine enterprises will usher in the price rise tide, but from the financial data, from Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) to Beijing Tongrentang Co.Ltd(600085) and then to China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , they are facing different degrees of performance pressure.
According to the financial report for the third quarter of 2021 disclosed by China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , the company achieved an operating revenue of 3.343 billion yuan, a year-on-year decrease of 2.7%; The net profit was 376 million yuan, a year-on-year decrease of 28.57%. China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) said on the investor interaction platform that the reason for the year-on-year decline in the company’s revenue and profit was mainly affected by the rapid decline in the anti infection business in the prescription drug business and a certain decline in traditional Chinese medicine injections.
performance has changed! The first share of public examination training received the attention letter again. The “double high of deposit and loan” was questioned!
It is said that the end of the universe is “examination editing”. Under the tight employment situation this year, the scale of the army of examination editing has increased unabated. However, the performance of the three quarterly reports of big white horse and the first share of public examination and training Offcn Education Technology Co.Ltd(002607) has suddenly changed, recording a loss of nearly 1 billion, and the share price has also fallen 76% from the high point in February, with a market value of more than 200 billion vanishing.
Therefore, on December 13, the company received the attention letter from Shenzhen stock exchange for the second time, and seven questions were asked. Obviously, there are still problems to be solved in the reply to the first concern letter after the third quarterly report.
The reporter noted that the company’s third quarterly report “double high deposit and loan” and whether there is malicious loan collection in training loans were asked. The company’s land advance of 3.099 billion yuan and investment of 501 million yuan were also asked to explain. Many netizens said that the concern letter “the problem is very professional”, “asked the root”, and others said “Kangmei welcomes you”. On the evening of the 13th, the company also issued another announcement that the CSRC decided to terminate the review of the company’s application for private placement. Previously, on December 6, the company took the initiative to terminate the fixed placement and apply for the withdrawal of relevant issuance materials.
Baiji Shenzhou has its own multiple auras: it has green shoes “bottom support”, the first listed pharmaceutical enterprise in three places, and a heavy warehouse in Gaoling all the way
Baiji Shenzhou (688235) announced on December 13 that the company’s shares will be listed on the science and Innovation Board on December 15, 2021. There are also a large number of new shares abandoned by successful investors. On December 7, Baiji Shenzhou disclosed the issuance results. The number of online investors giving up subscription was 1032500 shares, and the amount of giving up subscription was about 199 million yuan, while offline investors subscribed in full. It is worth mentioning that Baiji Shenzhou has introduced the “green shoe” mechanism in this issuance, which can avoid the “break” of the company’s share price to a certain extent. Market analysts pointed out that the application of the green shoe mechanism plays a positive role in reasonable pricing, stabilizing the aftermarket and expanding the issuance scale at an appropriate time, which is conducive to the smooth transition of stock prices from the primary market to the secondary market and reduce the market risk of investors in the short term.
the chairman of this company was investigated twice in two months! What happened?
Following the investigation on suspicion of insider trading two months ago, Zhang Zhiyong, the actual controller of Beijing Shuzhi Technology Co.Ltd(300038) (300038), fell into the vortex of violations again. On December 13, Beijing Shuzhi Technology Co.Ltd(300038) announced that the company, its actual controller and Chairman Zhang Zhiyong had received the notice of case filing and investigation from the CSRC on December 9, which was the second time that Zhang Zhiyong had been filed for investigation in the year.
The performance storm of related assets placed four years ago led to a huge loss of nearly 8 billion yuan for listed companies and hundreds of millions of non operating funds. Zhang Zhiyong’s series of capital movements not only brought down the performance of listed companies, but also brought himself into the abyss. At present, all his shares have been pledged and frozen, the occupation of funds is still pending, and he has been ordered to correct regulatory measures by Beijing Securities Regulatory Bureau.
Today, the related assets previously purchased at a high price are facing the dilemma of no one taking over the offer, Beijing Shuzhi Technology Co.Ltd(300038) performance has not yet got out of the quagmire of loss, and there are still variables whether it can be light in the follow-up.
35 shares received the highest institutional buy in rating Frontier Biotechnologies Inc(688221) and
Statistics show that 35 stocks received institutional buy rating on December 13. Among them, Frontier Biotechnologies Inc(688221) has the highest attention and has won two institutional buy rating records; Xinjiang Tianshan Cement Co.Ltd(000877) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Zhejiang Supor Co.Ltd(002032) , Gotion High-Tech Co.Ltd(002074) , China Yangtze Power Co.Ltd(600900) all obtained one institutional buy in rating record. From the perspective of agency rating changes, among the agency buy rating records, 10 rating records are the first concern of the agency, involving Anhui Xinbo Aluminum Co.Ltd(003038) , Fujian Tianma Science And Technology Group Co.Ltd(603668) , Lakala Payment Co.Ltd(300773) , Shanghai Lingang Holdings Co.Ltd(600848) , Shanghai Kindly Enterprises Development Group Co.Ltd(603987) and other stocks.
43 shares received the most attention from more than 20 institutions Xi’An International Medical Investment Company Limited(000516)
Statistics show that in the past five trading days (December 7 to December 13), about 172 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 43 companies were investigated by more than 20 institutions. Xi’An International Medical Investment Company Limited(000516) attracted the most attention, with 179 institutions participating in the research; Sinomine Resource Group Co.Ltd(002738) was surveyed by 152 institutions and ranked second in the list. In terms of the number of institutional investigations, three companies have been investigated by institutions for three times, namely Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) , Zhejiang Weixing New Building Materials Co.Ltd(002372) , Beijing Yanjing Brewery Co.Ltd(000729) . Among the research stocks gathered by more than 20 institutions, 19 had net capital inflows in the past five days, Sinomine Resource Group Co.Ltd(002738) the net capital inflows in the past five days were 411 million yuan, with the largest net capital inflows; There are Beijing Dabeinong Technology Group Co.Ltd(002385) , Zhejiang Crystal-Optech Co.Ltd(002273) and so on.
institutions like these stocks. They have bought in the past five days
Statistics show that among the dragon and tiger lists in the past five trading days, 94 stocks have appeared in the figure of institutions, of which 50 stock presentation institutions have net purchases and 44 stock presentation institutions have net sales. In the past five days, the top three institutions’ net purchases were Col Digital Publishing Group Co.Ltd(300364) , Avary Holding (Shenzhen) Co.Limited(002938) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) , and the net institutional capital inflows were 136 million yuan, 109 million yuan and 106 million yuan respectively. In addition, the top stocks sold by institutions were Ningbo Tuopu Group Co.Ltd(601689) , Qinghai Salt Lake Industry Co.Ltd(000792) , Wuxi Nce Power Co.Ltd(605111) respectively, and the net outflow of institutional funds was 475 million yuan, 430 million yuan and 213 million yuan respectively.
private placement is optimistic! The cross year market probability will continue to focus on these two directions
On December 13, the main indexes of A-Shares rose and fell one after another, but the front-line private placement still maintained optimistic expectations for the short-term market trend and the cross year market. A number of private placement analysts said that under the background of strengthening the logic of the comprehensive registration system and the entry of A-share long-term funds into the market, the equity market is worth continuing to be optimistic. For the cross-year market of a shares, the recent repeated high consumption and high boom sectors such as new energy are still the focus of attention.
2022 “steady word” organization naming hot plate
The capital market pays attention to the policy changes mentioned in the central economic work conference, and the institutional layout will be in 2022. Boshi Fund believes that in terms of style, the marginal loosening of policies of previously restrained departments and the concerns about the valuation of some previously popular sectors will make the market style more balanced in 2022.
Boshi Fund believes that it should focus on the layout of “high boom continuation + boom reversal” in 2022: first, it is suggested to consider new energy vehicles / military industry / photovoltaic, etc. that will continue to have a high boom in 2022; Second, it is suggested to consider the auto parts / pig cycle with strong expectation of business reversal in 2022.
