Benefiting from the recent hot covid-19 detection concept, Andon Health Co.Ltd(002432) 12 trading limits were harvested in 13 trading days, with a cumulative rise of more than 230%, becoming one of the most eye-catching bull stocks of A-Shares recently.
Under the huge increase, the hidden cattle came to the surface.
According to the third quarterly report of 2021, Andon Health Co.Ltd(002432) the eighth largest shareholder Zhou Qun holds 4.622 million shares. According to the latest stock price, the market value of its position exceeds 90 million yuan and the account floating profit is more than 50 million yuan.
bought in the first quarter of last year
According to the financial report, Zhou Qun copied the bottom Andon Health Co.Ltd(002432) in the first quarter of 2020 and spent more than 40 million yuan to buy 4.6521 million shares, holding 1.07%, becoming the third largest shareholder. When the company’s share price soared rapidly in the second quarter, it reduced its position by 72100 shares.
However, since then, Andon Health Co.Ltd(002432) has been sluggish, and the share price has fallen all the way from the mid year high of 13.88 yuan / share to more than 35% in the fourth quarter of 2020. According to the 2020 annual report, Zhou Qun slightly covered 42000 shares in the fourth quarter, but the share price continued to decline. By the end of October this year, it had fallen to 5.8 yuan / share. Zhou Qun’s position remains unchanged. Half a month later, Andon Health Co.Ltd(002432) starts the hurricane mode.
On the evening of November 7, the company announced that its subsidiary covid-19 antigen home self-test kit was authorized by the U.S. FDA for emergency use and can be sold during the U.S. public health emergency. Andon Health Co.Ltd(002432) the trading limit opened the next day and closed up 6.5%, with a sharp increase in trading volume.
On November 11, Andon Health Co.Ltd(002432) said on the interactive platform that the company’s covid-19 self-test product has a monthly production capacity of 100 million people and has been publicly sold at the b-end and C-end in the United States. As soon as the news came out, the company’s share price rose for the first time on November 15. Until November 25, after receiving the letter of concern from the Shenzhen Stock Exchange, the company still completed nine consecutive boards. On November 26, there were differences in funds. After Andon Health Co.Ltd(002432) rose in the morning, it plunged rapidly and fluctuated all day, with a transaction of 1.947 billion yuan on the same day.
Andon Health Co.Ltd(002432) on the afternoon of November 29, the limit rose again. As of December 1, it has achieved 12 daily trading limits for 13 trading days.
According to the high of 22.94 yuan / share on December 2, the market value of Zhou Qun’s 4.622 million shares has reached 106 million yuan. According to the closing price of 19.56 yuan / share on December 3, the market value of its position reached 90.406 million yuan. After deducting the position building cost, the floating profit of the account was about 50 million yuan.
another floating profit of more than 6 million yuan
Data show that Zhou Qun has only appeared in the top ten circulating shareholders of two stocks in the past five years. In addition to Andon Health Co.Ltd(002432) , Zhou Qun also established a position Nanjing Red Sun Co.Ltd(000525) in the third quarter of 2021, holding 2.9257 million shares, and the reference market value at the end of the period is about 17.96 million yuan.
China Securities Journal · China Securities Taurus reporter noted that Nanjing Red Sun Co.Ltd(000525) has achieved 9 trading limits in recent 11 trading days. Among them, 7 boards were harvested from November 19 to November 29.
Nanjing Red Sun Co.Ltd(000525) is an agricultural life science company focusing on the field of green pesticides and animal nutrition. Its products include herbicides, pesticides, fungicides, animal nutrition, etc. In the third quarter of 2021, the company achieved a revenue of 1.07 billion yuan, a year-on-year increase of 10.42% and a month on month decrease of 45.55%; The net profit attributable to the parent decreased by 80.07% year-on-year to RMB 5.81 million, a month on month decrease of 80.95%.
On December 3, Nanjing Red Sun Co.Ltd(000525) rose again to 8.23 yuan / share after a slight shock at the opening. Based on the ending reference price of 6.14 yuan / share when Zhou Qun established his position, the floating profit of his account has exceeded 6.11 million yuan.
“rookie” on stage
The third quarterly report of A-share company shows that the latest layout of niusan has surfaced, and some “rookies” of niusan have emerged due to heavy positions in Niugu.
Wang Xin is one of them. When the trend of Jiangxi Special Electric Motor Co.Ltd(002176) in 2017 was tepid, Wang Xin quietly established his position and increased his position frequently in the following years. According to the stock price at that time, the reference market value at the end of the period when it built its position was about 110 million yuan.
With the recovery of industry prosperity, Jiangxi Special Electric Motor Co.Ltd(002176) share price has soared all the way since the beginning of this year. On September 30, it rose to 32.56 yuan / share, a record high. According to the latest closing price, Jiangxi Special Electric Motor Co.Ltd(002176) reported 26.71 yuan per share. The third quarterly report of the company shows that Wang Xin holds 42.68 million shares of the company. Based on this calculation, the market value of Wang Xin’s position reached 1.14 billion yuan.
Also benefiting from the concept of lithium battery is Niu San’s “rookie” Fu Linping.
According to the 2021 semi annual report, Fu Linping entered the list of Zhejiang Yongtai Technology Co .Ltd(002326) top ten circulating shareholders with a shareholding of 6.829 million. During the period, Zhejiang Yongtai Technology Co .Ltd(002326) in the second quarter, the share price rose all the way from about 8 yuan / share to above 20 yuan / share, and showed an accelerated upward trend.
On October 29, Zhejiang Yongtai Technology Co .Ltd(002326) rushed to an all-time high of 81.13 yuan / share, and then made a correction. According to the data on December 3, the company’s share price closed at 60.18 yuan / share.
However, according to the third quarterly report of Zhejiang Yongtai Technology Co .Ltd(002326) , Fu Linping has quietly withdrawn from the list of the top ten circulating shareholders.
(China Securities Journal)
