Today (December 2), the daily report of A-share listed companies mainly includes: Ganfeng Lithium Co.Ltd(002460) of “products in short supply” threw out an expansion plan; After ten consecutive boards were harvested and suspended for verification, * Zhongxing Tianheng Energy Technology (Beijing)Co.Ltd(600856) gained seven consecutive boards; 470 billion big white horse was excluded by FTSE China A50 Index; The popularity of covid-19 prevention and control concept in A-share market remains unchanged; The fixed increase of Cngr Advanced Material Co.Ltd(300919) 5 billion has attracted the collective “hand” of star fund managers.
hot company trends:
A-share “lithium king” overseas project action! The price of 75% products to be expanded continues to rise
Ganfeng Lithium Co.Ltd(002460) previously said that “the product is in short supply” threw out an expansion plan. The company announced on December 1 that firefinch, the partner of the company’s overseas acquisition project, is considering the expansion of the second phase of goulamina spodumene project, and the project capacity will increase by 75%, which will make the project one of the largest spodumene producers in the world.
10 connected boards and 7 connected boards suspended for verification! “Niusan” supports the bankruptcy reorganization of the company: the stock price deviates from the fundamentals
After harvesting ten boards and suspension verification, * Zhongxing Tianheng Energy Technology (Beijing)Co.Ltd(600856) gains seven more boards! On the occasion of a new round of “Carnival” in the stock price, * Zhongxing Tianheng Energy Technology (Beijing)Co.Ltd(600856) announced on the evening of December 1 that in view of the recent large fluctuation of the company’s stock price and deviation from the company’s fundamentals, the company suspended the trading verification on the fluctuation of stock trading. In fact, after “super niusan” paid Xiaotong into the owner, * Zhongxing Tianheng Energy Technology (Beijing)Co.Ltd(600856) opened the road of “demon stock”, and the share price has doubled so far. Recently, * Zhongxing Tianheng Energy Technology (Beijing)Co.Ltd(600856) was applied for bankruptcy reorganization, which has become one of the hype themes.
470 billion big white horse was eliminated by FTSE China A50 Index. What happened?
On December 1, the world-famous index company FTSE Russell announced the quarterly audit change results of FTSE China A50 Index, including three new stocks and excluding three stocks. To the surprise of the market, the big white horse Midea Group Co.Ltd(000333) with a market value of 470 billion appears in the elimination list. What is the reason?
Market participants were surprised that Midea Group Co.Ltd(000333) appeared in the exclusion list. Although the share price fell in the second half of the year, it is still a heavyweight A-share white horse with a market value of more than 470 billion yuan. Combined with the previous adjustment of FTSE Russell, the reason may not be that Midea Group Co.Ltd(000333) “performs poorly, but that it is” too popular “.
How big is the epidemic prevention concept stock? A 3-company “20cm” limit, another doubled in 13 days!
On December 1, the popularity of covid-19 prevention and control concept in A-share market remained unchanged. Jiangsu Skyray Instrument Co.Ltd(300165) reaped the “20cm” limit for three consecutive days, and the share price reached a new high since April 12, 2019; Andon Health Co.Ltd(002432) daily limit, reported at 20.86 yuan / share, and achieved 12 daily limits in 13 trading days.
Jiangsu Skyray Instrument Co.Ltd(300165) received the attention letter on November 30 due to the change of stock price. After hours on December 1, Jiangsu Skyray Instrument Co.Ltd(300165) replied to the concern letter that the company’s covid-19 virus detection products accounted for only 2.18% of the net profit attributable to the shareholders of the parent company of the listed company in the same period, which had a very small impact on the overall operating performance of the listed company.
Andon Health Co.Ltd(002432) issued a stock trading change announcement after hours, saying that the company is unable to predict the impact of covid-19 antigen home self-test OTC kit on the company’s operating revenue and performance in the future, so investors should pay attention to investment risks.
Zhao Yi and Chen Hao! Take this company with fixed increase and floating profit exceeding 40%
The positive precursor leader – Cngr Advanced Material Co.Ltd(300919) 5 billion fixed increase attracted the collective “action” of Zhao Yi, the star fund manager of ABC Huili, and Chen Hao, the vice president of e fund. Recently, ABC Huili announced that the ABC Huili new energy theme fund managed by Zhao Yi spent nearly 150 million yuan to participate in the fixed increase of Cngr Advanced Material Co.Ltd(300919) . By the end of the third quarter of this year, ABC Huili new energy theme fund had ranked as the largest circulating shareholder of Cngr Advanced Material Co.Ltd(300919) . With the implementation of the fixed increase, Zhao Yi continued to “overweight” the new energy sector at the end of the year.
42 shares received the highest institutional buy in rating Porton Pharma Solutions Ltd(300363) and
Statistics show that 42 stocks received institutional buy rating on December 1. Among them, Porton Pharma Solutions Ltd(300363) has the highest attention and has won four institutional buy rating records; Guangzhou Automobile Group Co.Ltd(601238) , Shanghai International Airport Co.Ltd(600009) , Wuxi Autowell Technology Co.Ltd(688516) , Mls Co.Ltd(002745) , Beijing Easpring Material Technology Co.Ltd(300073) all obtained two institutional buy in rating records. From the perspective of agency rating changes, 17 rating records of agency buy in rating records are the first concern of the agency, involving Koal Software Co.Ltd(603232) , Jiahe Foods Industry Co.Ltd(605300) , Yangzhou Yangjie Electronic Technology Co.Ltd(300373) , Chengdu Spaceon Electronics Co.Ltd(002935) , Ficont Industry (Beijing) Co.Ltd(605305) and other stocks.
60 shares including Shenzhen Transsion Holdings Co.Ltd(688036) were investigated by more than 20 institutions
Statistics show that in the past five trading days (November 25 to December 1), about 196 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 60 companies were investigated by more than 20 institutions. Yanan Bicon Pharmaceutical Listed Company(002411) attracted the most attention, with 260 institutions participating in the research; Shanghai Medicilon Inc(688202) , Shenzhen Transsion Holdings Co.Ltd(688036) , Shenzhen H&T Intelligent Control Co.Ltd(002402) were investigated by 238, 222 and 177 institutions respectively. In terms of the number of institutional research, Changgao Electric Group Co.Ltd(002452) institutional research is the most intensive, with a total of 4 institutional research. Shenzhen Leaguer Co.Ltd(002243) and Zhongmin Energy Co.Ltd(600163) were investigated by the organization for 3 times.
69 shares such as Shanghai Moons’ Electric Co.Ltd(603728) 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, 109 stocks appeared in the figure of institutions, of which 69 stocks were net bought by institutions and 40 stocks were net sold by institutions. The top three institutions’ net purchases in the past five days are Nanjing Chervon Auto Precision Technology Co.Ltd(603982) , Jiangsu Rongtai Industry Co.Ltd(605133) , Shanghai Moons’ Electric Co.Ltd(603728) . 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 Unigroup Guoxin Microelectronics Co.Ltd(002049) , Xj Electric Co.Ltd(000400) , Chengdu Galaxy Magnets Co.Ltd(300127) . Specifically, Unigroup Guoxin Microelectronics Co.Ltd(002049) is the most favored stock of funds. The net purchase amount of the business department reached 563 million yuan, ranking first in the list.
Since the opening of the Beijing stock exchange, 22 companies have welcomed institutional research, and the Research Report of securities companies has covered 40 companies for the first time
According to incomplete statistics on the official website of the Beijing stock exchange, from September to November, 34 listed companies (formerly selected companies) of the Beijing stock exchange were investigated by institutional investors 47 times; From June to August, only 11 companies were investigated 11 times. Among them, there are more than 30 institutional investors in Tonghui electronics, Chuangyuan instruments and Jinhao medical reception.
Among institutional investors, securities companies are the most active. From September to November, securities companies favored Jinhao medical treatment most, and a total of 23 investigated it; Fund companies most favor Tonghui electronics, with a total of 16 companies conducting research on it.
