Today (December 10), the daily report of A-share listed companies mainly includes: “lithium battery bull” Jiangxi Special Electric Motor Co.Ltd(002176) was filed for investigation; Beijing Jingcheng Machinery Electric Company Limited(600860) recently, the bull spirit soared to the sky and sat in the “hydrogen balloon”; Dairy industry leader 12 billion fixed increase “landing”; 300 billion “Chinese medicine Mao” chairman resigned; Guangdong Jiaying Pharmaceutical Co.Ltd(002198) inner bucket, etc.
hot company trends:
200000 shareholders are ignorant! 5x bull stocks were suddenly put on file for investigation. Investors: it’s too unexpected. What happened?
The CSRC decided to file a case against the company on suspicion of illegal information disclosure. Jiangxi Special Electric Motor Co.Ltd(002176) is one of the leading stocks in this round of new energy bull market, with an increase of more than 5 times since the beginning of the year. As of the third quarterly report of this year, Jiangxi Special Electric Motor Co.Ltd(002176) has more than 200000 shareholders.
that’s crazy! Sit on the “hydrogen balloon” and pull the 7-board! Doubling in 15 days, just urgent clarification
Sit on the “hydrogen balloon” and directly connect the board 7. The share price doubled in 15 days, Beijing Jingcheng Machinery Electric Company Limited(600860) has been bullish recently. However, for the sharp rise in share prices, Beijing Jingcheng Machinery Electric Company Limited(600860) frequently issued risk warning announcements and clarified that the company was not involved in the hydrogen energy battery industry.
On December 9, Beijing Jingcheng Machinery Electric Company Limited(600860) announced that the company’s share price has increased greatly recently, and the company does not involve the hydrogen energy battery industry. Please pay attention to the transaction risks in the secondary market, make rational decisions and invest prudently. Beijing Jingcheng Machinery Electric Company Limited(600860) said that the company’s main business is the manufacturing of gas storage and transportation equipment, which does not involve the hydrogen energy battery industry, and the sales revenue of the company’s hydrogen storage bottles and other related products accounts for a relatively small proportion compared with other main products of the company, which has a limited contribution to the company’s performance.
250 billion giant 12 billion Ding Gaoyi and Gaoling are coming! “Public offering brother” also firmly holds
The “landing” of a fixed increase of 12 billion yuan in dairy industry has triggered a collective rush to raise funds from top public and private equity funds! On December 9, Inner Mongolia Yili Industrial Group Co.Ltd(600887) disclosed the latest fixed increase results, including Deng Xiaofeng of Gaoyi assets, lilen investment, a private equity fund of hilling capital, and e fund, which were all listed in the allocation list.
The fixed increase quotation link is even more popular and unusual. Hundreds of billions of private Jinglin assets, Ruiyuan fund under well-known investor Chen Guangming and other institutions participated in the fixed increase quotation.
The chairman of 300 billion “traditional Chinese medicine Mao” resigned and joined Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) in 1999. After eight months in office, the market value soared by 80 billion!
On December 9, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) announced that it had received a written resignation report submitted by Chairman Pan Jie and resigned from the company’s directors, chairman and members of the special committees under the board of directors due to job adjustment. Pan Jie has only served for eight months, but during this period, the total market value of the company increased by more than 80 billion yuan.
inner bucket continued! Guangdong Jiaying Pharmaceutical Co.Ltd(002198) the supervisor nominated by Feng Biao’s naked resignation was dismissed. Is tiger exchange going to be completely out?
On December 8, Guangdong Jiaying Pharmaceutical Co.Ltd(002198) disclosed that Feng Biao, a non independent director and vice chairman of the sixth board of directors of the company, was included in the list of dishonest Executees. On the same day, the company received Feng Biao’s resignation report in the mailbox. On December 9, Guangdong Jiaying Pharmaceutical Co.Ltd(002198) announced that the company had received a letter from shareholders holding more than 3% to increase the temporary proposal of the general meeting of shareholders. Shareholder Liu Libiao requested the board of directors to consider the temporary proposal at the sixth extraordinary general meeting of shareholders in 2021 and proposed to remove the supervisor fan Jielai, the supervisor of the company. Fan Jielai was previously nominated by Tiger exchange, the largest shareholder of Guangdong Jiaying Pharmaceutical Co.Ltd(002198) .
45 shares received the highest institutional buy in rating Shanghai Bairun Investment Holding Group Co.Ltd(002568) and
Statistics show that 45 stocks received institutional buy rating on December 9. Among them, Shanghai Bairun Investment Holding Group Co.Ltd(002568) has the highest attention and has won four institutional buy in rating records; Followed by Nari Technology Co.Ltd(600406) , Sanan Optoelectronics Co.Ltd(600703) , Poco Holding Co.Ltd(300811) , Henan Liliang Diamond Co.Ltd(301071) , Guangzhou Automobile Group Co.Ltd(601238) , all of which have won two institutional buy in rating records. From the perspective of agency rating changes, 15 rating records of agency buy in rating records are the first concern of the agency, involving Poco Holding Co.Ltd(300811) , Ganfeng Lithium Co.Ltd(002460) , Shanghai Hanbell Precise Machinery Co.Ltd(002158) , Cts International Logistics Corporation Limited(603128) , Hefei Kewell Power System Co.Ltd(688551) and other stocks.
52 shares such as Shanghai International Port (Group) Co.Ltd(600018) have been net bought by institutions in the past five days
Statistics show that among the dragon and tiger lists in the past five trading days, 95 stocks have appeared in the figure of institutions, of which 52 stock presentation institutions have net purchases and 43 stock presentation institutions have net sales. The top three institutions’ net purchases in the past five days are Huaneng Power International Inc(600011) , Col Digital Publishing Group Co.Ltd(300364) , Shanghai International Port (Group) Co.Ltd(600018) . At the same time, among the dragon and tiger list stocks that have landed in Shanghai and Shenzhen in the past five trading days, the sales department has net purchased Ningbo Tuopu Group Co.Ltd(601689) , Beijing Shunxin Agriculture Co.Ltd(000860) , Wuxi Nce Power Co.Ltd(605111) . Specifically, Ningbo Tuopu Group Co.Ltd(601689) is the most favored stock of funds. The net purchase amount of the business department reached 590 million yuan, ranking first in the list.
37 shares including Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) were investigated by more than 20 institutions
Statistics show that in the past five trading days (December 3 to December 9), about 126 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 37 companies were investigated by more than 20 institutions. Shenzhen Inovance Technology Co.Ltd(300124) attracted the most attention, with 660 institutions participating in the research; Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) , Sonoscape Medical Corp(300633) , Wuhan Jingce Electronic Group Co.Ltd(300567) were investigated by 135, 91 and 86 institutions respectively. In terms of the number of institutional investigations, two companies were investigated three times by institutions, namely Jiajia Food Group Co.Ltd(002650) , Huizhou Desay Sv Automotive Co.Ltd(002920) .
style conversion path is clear, public offering layout delineates new goals
Near the end of the year, the cross year market of A-share market is slowly unfolding. The market’s attention to the large consumption sector is heating up again. Whether from the market performance or the latest prediction of well-known fund managers such as Liu Yanchun and Wu Yue, it can be found that it is more difficult to select stocks in the volatile market, but the valuation return of the consumption sector is expected to become a main line of investment next year.
Wu Yue, director of harvest consumer research and fund manager, believes that the current consumer investment is on the left, but it has been seen at the bottom. The time point of reversal is probably around the Spring Festival. Compared with this year, the investment opportunities in the consumer sector in the first half of next year are worth looking forward to. Structurally, next year’s consumption market may come from mandatory consumption, and food and agriculture are the core directions. However, the consumer market next year is different from the previous leading white horse stocks. The biggest attack direction may come from the second and third tier small and medium-sized market value companies in the required consumption.