Today (December 13), the main contents of the daily of A-share listed companies are as follows: 12 bottles of Feitian Maotai will be rolled out throughout the country, and the "stock king" will rise sharply; 9x Bull Stock Lecron Industrial Development Group Co.Ltd(300343) and Contemporary Amperex Technology Co.Limited(300750) big order; 200% Bull Stock Hunan Yujing Machinery Co.Ltd(002943) suspension verification; Inner Mongolia Pingzhuang Energy Resources Co.Ltd(000780) will bid farewell to a shares, and A-Shares will usher in a new energy giant; Leysen Jewelry Inc(603900) neidou staged "new plot", etc.
hot company trends:
Maotai confirmed! 12 bottles of Feitian Maotai will spread across the country, and the "stock king" rose sharply
In December 13th, the Baijiu plate was again upside down. As a vane of Baijiu industry, the price of Kweichow Moutai Co.Ltd(600519) intraday rose. On the news side, Kweichow Moutai Co.Ltd(600519) the relevant person in charge confirmed to reporters that 12 bottles of Feitian Maotai will be rolled out throughout the country in the past two days. At the same time, the unpacking policy of Feitian Maotai's original 6 cases needs to be implemented, and the terminal market price of Maotai liquor is changing.
According to the Research Report of China International Capital Corporation Limited(601995) , Feitian Maotai is the largest high-end single product, and the actual transaction price of Pufei determines the price ceiling of high-end liquor. In the medium and long term, with economic growth and the expansion of affluent groups, Maotai liquor supply will continue to be less than demand.
9 times Bull Stock and Contemporary Amperex Technology Co.Limited(300750) big order! The amount is ahead of the third quarter's revenue, ningwang's circle of friends and these companies
Another A-share company signed a large order with Contemporary Amperex Technology Co.Limited(300750) ! It was announced on December 12 that on December 11, the company signed a cooperation framework agreement with Contemporary Amperex Technology Co.Limited(300750) and agreed that Contemporary Amperex Technology Co.Limited(300750) would purchase lithium battery grade PVDF and R142b products from the company within the validity of the agreement. It is worth noting that with the sharp rise in the prices of R142b and PVDF products, Lecron Industrial Development Group Co.Ltd(300343) came out of a bull market in the third quarter, with a maximum increase of nearly 9 times.
With the continuous expansion of Contemporary Amperex Technology Co.Limited(300750) production and the continuous extension of the upstream and downstream industrial chain, its "circle of friends" in A-Shares is also expanding. In recent years, several companies have indicated that they will become partners of Contemporary Amperex Technology Co.Limited(300750) .
burst! 200% bull stocks were suspended and verified twice in less than a month! 16 institutions "visit" in 2 days
Hunan Yujing Machinery Co.Ltd(002943) (002943) is a recent Bull Stock. The company has stood out from the speculation wave of industrial machine concept since November. During this period, it has issued stock price change announcements for many times, suspended trading on November 25 and resumed trading on December 2.
On December 12, Hunan Yujing Machinery Co.Ltd(002943) announced again that the trading will be suspended for verification from December 13. The company has no matters that should be disclosed but not disclosed. The share price of the stock nearly doubled in nearly 20 transactions (199.40%), and the cumulative turnover rate reached 329.23%.
This st stock will stop trading in the last four trading days! "The first share of Shanxi Guoxin Energy Corporation Limited(600617) " is about to land on a share
Another ST company bid farewell to a shares! December 16 will be the last trading day of Inner Mongolia Pingzhuang Energy Resources Co.Ltd(000780) . However, Inner Mongolia Pingzhuang Energy Resources Co.Ltd(000780) this time is absorbed by the giant with "the first share of Shanxi Guoxin Energy Corporation Limited(600617) " through merger and share exchange, and the giant will also be listed on a shares. Under this big expectation, the share price of Inner Mongolia Pingzhuang Energy Resources Co.Ltd(000780) has soared nearly 200% this year.
It is understood that on December 31, 2020, Inner Mongolia Pingzhuang Energy Resources Co.Ltd(000780) signed the intention agreement on share exchange, merger and major asset replacement with National Energy Investment Group Co., Ltd. and Longyuan Power. After nearly a year, the stock exchange, absorption and merger agreement has finally landed, Inner Mongolia Pingzhuang Energy Resources Co.Ltd(000780) will bid farewell to a shares, and A-Shares will usher in a new energy giant.
Leysen Jewelry Inc(603900) internal fight staged a "new plot" and a new honest controller "fought in the arena"
The inner bucket of Leysen Jewelry Inc(603900) continues. After losing control of the listed company, facing the re-election of the board of directors being promoted by the new actual controller, Shen Dongjun chose to "retreat for progress", resigned as president, and then nominated a new president to "fight side by side".
On the evening of December 9, Leysen Jewelry Inc(603900) announced that, upon the proposal of chairman Shen Dongjun and the review of the nomination committee of the board of directors, the company plans to appoint Jacky Jiang as the president of the company. The term of office is the same as that of the Fourth Board of directors, from the date of approval by the board of directors to January 7, 2024. The proposal was finally considered and adopted by 6 votes in favor and 2 votes against.
50 shares received the highest institutional buy in rating Xlinmen Furniture Co.Ltd(603008) and
Statistics show that during the period from December 10 to December 12, a total of 50 stocks received institutional buy rating. Among them, Xlinmen Furniture Co.Ltd(603008) has the highest attention and has won three institutional buy in rating records; Followed by Wuxi Autowell Technology Co.Ltd(688516) , Unisplendour Corporation Limited(000938) , Henan Liliang Diamond Co.Ltd(301071) , all of which have won two institutional buy rating records. From the perspective of agency rating changes, among the agency buy rating records, 16 rating records are the first concern of the agency, involving Zhende Medical Co.Ltd(603301) , Shenzhen Envicool Technology Co.Ltd(002837) , Suzhou Veichi Electric Co.Ltd(688698) , Zhejiang Runyang New Material Technology Co.Ltd(300920) , Mingchen Health Co.Ltd(002919) and other stocks.
pharmaceutical listed companies welcome intensive research and accelerate the pace of fund layout
After continuous adjustment since this year, the investment cost performance of the pharmaceutical sector, which has been overvalued, has become apparent, and the layout rhythm of the fund company on relevant topics is also accelerating. At the same time, the fund company's research on pharmaceutical listed companies is also strengthening. In the view of fund managers, although the pharmaceutical sector is facing short-term disturbance, it does not change the medium and long-term investment value, and after the valuation digestion in 2021, the cost performance of some sectors began to show.
northbound funds significantly increase positions in the blue chip sector of consumer stocks, or lead the cross year market
In the past month, the consumer sector with poor performance this year has significantly warmed up, and low-level sectors such as finance have made up for the rise. From the perspective of comprehensive institutions, northbound funds significantly increased their holdings in the food and beverage sector, superimposed with price rise expectations and consumption recovery, and the large consumption sector is expected to continue to lead this round of cross year market.
The strategy team of Anxin securities also said that the consumer / real estate chain sector ushered in the valuation repair market. But looking back, the valuation of the repair rate is expected to be more dependent on the fundamentals of improvement, and focus on the first quarter of next year, with a "start" expectations, and expect volume and price rise of high-end Baijiu plate.
waiting for the opportunity of "digging holes" in the market, the position building of new funds tends to be cautious
Near the end of the year, in the face of the increasingly complex market environment, the pace of building positions of new active equity funds also shows great changes: compared with the past, the situation of actively building positions by grasping structural opportunities is significantly reduced, and the overall thinking of fund managers tends to be cautious. In terms of old funds, some funds also began to control positions or change positions for shares. In the view of fund managers, fundamentals may be one of the main risks faced by the market in 2022, but there will still be structural opportunities in the market.
