According to the statistics of securities times · databao, from November 12 to 18, the number of listed companies surveyed by institutions totaled 2 Research on Securities and funds is relatively extensive, with 165 and 139 companies investigated respectively.
official announced the price increase, Chongqing Fuling Zhacai Group Co.Ltd(002507) was investigated by nearly 200 institutions
Chongqing Fuling Zhacai Group Co.Ltd(002507) has recently been investigated by agencies. According to data treasure statistics, a total of 191 institutions participated in the research, including 38 funds, 13 securities, 25 private placement, 12 insurance, etc. Research institutions are generally concerned about the product price increase recently announced by the company. In the interactive question session, some organizations asked the company about the consideration, reason and subsequent impact of the price increase.
Chongqing Fuling Zhacai Group Co.Ltd(002507) said that as a leading enterprise in the industry, the company has the right to price its products. In the face of the continuous price rise of upstream industrial chains such as bulk commodities and chemical industry, the company comprehensively considers various factors such as cost side, market side and industry competition pattern, carefully judges and selects the mode favorable to the company’s operation and market expansion, and chooses the opportunity to adjust its business strategy.
The price increase is based on the continuous rise in the costs of main raw materials, packaging materials, auxiliary materials and energy, as well as the increase in value and cost brought by the company’s optimization and upgrading of products. After the ex factory price of the company’s products is adjusted, the terminal price shall be guided to standardize and ensure the reasonable profits of all levels of the channel. The impact of the price increase on the terminal is continuous and has not been reflected yet. The company will actively follow up the market and consumer response after the price increase.
The company also said that at present, the connection between green vegetable head inventory and demand is reasonable, which can ensure production and supply; The Northeast project has a design capacity of 50000 tons, and the production line with a capacity of 25000 tons is under commissioning, and the subsequent production will be promoted in time according to the commissioning progress; online channel revenue accounted for about 10%, with an overall growth rate of more than 20% in the first three quarters.
cooperation Contemporary Amperex Technology Co.Limited(300750) , Zhejiang Yongtai Technology Co .Ltd(002326) for 3 weeks focused on
There are also Amlogic (Shanghai) Co.Ltd(688099) , Dongguan Dingtong Precision Metal Co.Ltd(688668) , Zhejiang Yongtai Technology Co .Ltd(002326) , Suzhou Slac Precision Equipment Co.Ltd(300382) and Chow Tai Seng Jewellery Company Limited(002867) 5 shares with more than 100 research institutions. On Zhejiang Yongtai Technology Co .Ltd(002326) 15, it was announced that Pingtan Yingke Hengtong management consulting partnership, a shareholder of Yongtai hi tech, a holding subsidiary, plans to transfer its 25% equity of Yongtai hi tech to Contemporary Amperex Technology Co.Limited(300750) . This heavy news also ignited the enthusiasm of research institutions.
The agency asked, Contemporary Amperex Technology Co.Limited(300750) has previously signed a purchase agreement with the company for 5.5 years. What is the background of the cooperation?
Zhejiang Yongtai Technology Co .Ltd(002326) said that the cooperation background is mutual recognition and two-way choice. At present, the supply and demand of the industry is tight, belonging to the relative seller’s market. The company is optimistic about Contemporary Amperex Technology Co.Limited(300750) and is willing to bind leading enterprises to grow hand in hand. In the previous business cooperation, the company’s product quality and future development potential were still recognized by Contemporary Amperex Technology Co.Limited(300750) , forming this equity cooperation.
The organization asked, what is the strategic planning of the company in the lithium battery field in the future as it develops from a single material to a material platform?
Zhejiang Yongtai Technology Co .Ltd(002326) said that the company’s goal is to build a company with a relatively perfect electrolyte material product matrix. Short term: make every effort to ensure production and meet the supply of downstream products. Medium term: horizontally build a complete matrix covering a variety of electrolyte material products, vertically build a vertical integration platform of upstream, middle and downstream materials, improve the upstream supply chain system and form a strategic cooperative relationship with the downstream. Long term: in depth cooperation with leading enterprises, joint development, continuous R & D and innovation, occupy a favorable strategic position, and form three moats of supply chain, innovation and high-end customers.
It is noteworthy that after Zhejiang Yongtai Technology Co .Ltd(002326) announced that Contemporary Amperex Technology Co.Limited(300750) had a stake in its subsidiary, the share price fell by the limit on the same day. Since the information was released, the share price has fallen by nearly 20%. Zhejiang Yongtai Technology Co .Ltd(002326) as a lithium battery electrolyte manufacturer, the share price rose from less than 8 yuan at the beginning of this year to more than 81 yuan, becoming a rare 10 times Bull Stock in the year.
7 companies reported high growth in the third quarter
In terms of market, the main A-share indexes fluctuated sideways in the past week. The Shanghai index rose 0.6%, the Shenzhen Composite Index rose 0.32% and the gem index fell 0.33%. According to the statistics of data treasure, excluding jingsai technology, a new share listed on the Beijing stock exchange within the week (up 234.76%), the average number of institutional research stocks rose by 2.74%, which was better than the market in the same period. Among them, Jiangsu Yuxing Film Technology Co.Ltd(300305) , Freewon China Co.Ltd(688678) , Shenzhen Topband Co.Ltd(002139) ranked first, with 36.47%, 32.58% and 30.16% respectively; Another Runa Smart Equipment Co.Ltd(301129) , Dongguan Dingtong Precision Metal Co.Ltd(688668) , Suzhou Douson Drilling&Production Equipment Co.Ltd(603800) rose by more than 20%.
Among the stocks surveyed by institutions, Xinjiang Zhongtai Chenical Co.Ltd(002092) , Zibo Qixiang Tengda Chemical Co.Ltd(002408) , Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) , Zhefu Holding Group Co.Ltd(002266) and Yantai Tayho Advanced Materials Co.Ltd(002254) the net profit attributable to the parent company in the three quarterly reports increased by more than 100% year-on-year, and the dynamic P / E ratio was less than 15 times. In terms of net profit growth, Amlogic (Shanghai) Co.Ltd(688099) and Zhejiang Jingu Company Limited(002488) had the highest year-on-year increase in net profit, 38.75 times and 23.42 times respectively.
Jiangsu Yuxing Film Technology Co.Ltd(300305) has two popular concepts: photovoltaic and specialized special new. The company is mainly engaged in the research, production and sales of medium and thick special functional polyester film. At present, it has 7 polyester film production lines with a production capacity of 120000 tons; The products are mainly used in three fields: new energy, consumer electronics and electrical insulation.
When asked by the organization, “at present, the gross profit margin of photovoltaic and other products of the company remains at a high level. Is there room for improvement in the future?” Shi said that the photovoltaic industry maintained a rapid development trend, the supply of photovoltaic backplane base film was in short supply, and the gross profit margin of photovoltaic products increased more. The new capacity of the company is mainly special photovoltaic backplane base film and high-end electronic optical film. With the gradual release of capacity next year, the gross profit margin of high-end products is expected to increase in the future after meeting the needs of downstream customers.
(data treasure)
