Today (December 1), the daily report of A-share listed companies mainly includes: “the major restructuring plan of airport Mao” Shanghai International Airport Co.Ltd(600009) has finally been determined; Lithium giant Chengxin Lithium Group Co.Ltd(002240) joined the competition for international lithium mineral assets; Changchun High And New Technology Industries (Group) Inc(000661) at present, the share price is close to halving; The lithium cathode material faucet Beijing Easpring Material Technology Co.Ltd(300073) has a big action again; It has obtained large orders from trillion giants in five years, Shenzhen Frd Science & Technology Co.Ltd(300602) 20% limit, etc.
hot company trends:
“airport Mao” has been reorganized! 19.1 billion to acquire three major assets, but the share price is almost halved. When will the turnaround come?
After a lapse of five months, the major restructuring plan of “airport Mao” – Shanghai International Airport Co.Ltd(600009) has finally been determined: it is planned to acquire three major assets such as Hongqiao Airport held by the controlling shareholder at the price of 19.1 billion yuan. On November 30, Shanghai International Airport Co.Ltd(600009) announced that the company plans to purchase 100% equity of Shanghai Hongqiao International Airport Co., Ltd., 100% equity of Shanghai International Airport Co.Ltd(600009) Group Logistics Development Co., Ltd. (hereinafter referred to as “logistics company”) and Pudong fourth runway held by the controlling shareholder airport group by issuing shares.
competition for overseas lithium assets is becoming more and more intense. Another Chinese company goes to sea to bid
Recently, another Chinese lithium giant joined the competition for international lithium mineral assets. According to the Ukrainian government website, Chengxin Lithium Group Co.Ltd(002240) (002240. SZ) has applied for the mining rights of two lithium mines in Ukraine, which is expected to make Chengxin Lithium Group Co.Ltd(002240) gain a firm foothold in the European lithium industry. The acquisition highlights Chengxin Lithium Group Co.Ltd(002240) ‘s ambitious overseas expansion plans. In September this year, Chengxin Lithium Group Co.Ltd(002240) said it would build a lithium plant in Indonesia and is investing in mining projects in Argentina and Zimbabwe.
Changchun High And New Technology Industries (Group) Inc(000661) the stock price has halved. Glenn, who once “retreated”, is back
Is it time for pharmaceutical stocks to copy the bottom? Already fund managers are quietly moving. Compared with the stock price peak in May this year, Changchun High And New Technology Industries (Group) Inc(000661) the stock price is close to halving. From the shareholding of well-known fund managers, Gelan, with a management scale of nearly 100 billion yuan, has begun to pick up chips. As of November 23, since October, Ge Lan has managed to increase the position of Changchun High And New Technology Industries (Group) Inc(000661) 418000 shares in China Europe medical and health, and she has reduced her position by more than 1 million shares in the third quarter. It is worth noting that funds have poured into ETFs related to the pharmaceutical industry for several consecutive quarters. Since the second half of the year, ETFs related to the pharmaceutical industry have obtained a net subscription share of more than 20 billion.
national team! Lithium battery leader 4.6 billion will be increased and a number of public and foreign giants will participate in
The lithium cathode material faucet Beijing Easpring Material Technology Co.Ltd(300073) has a big action again. On November 30, Beijing Easpring Material Technology Co.Ltd(300073) announced that the fixed increase of more than 4.6 billion yuan was released, and Guoxin Investment was allocated 1.3 billion yuan. At the same time, it was sought after by public offerings such as Huian, Nanfang, CAITONG and Nord, as well as foreign capital such as UBS group. The fixed increase price is 87.84 yuan / share, 16% lower than the latest share price of 104.80 yuan / share. At the same time, Zhejiang Huayou Cobalt Co.Ltd(603799) , Cngr Advanced Material Co.Ltd(300919) issued announcements on strategic cooperation with Beijing Easpring Material Technology Co.Ltd(300073) that night. Beijing Easpring Material Technology Co.Ltd(300073) this year’s increase is more than 100%, and the stock price performance is very strong.
trillion “ningwang” big order is coming! This A-share immediately traded at 20cm
It has received large orders from trillion giants in five years, Shenzhen Frd Science & Technology Co.Ltd(300602) 20% limit. On the news, on November 30, Shenzhen Frd Science & Technology Co.Ltd(300602) announced that it had signed a cooperation agreement with Contemporary Amperex Technology Co.Limited(300750) , and the company could provide Contemporary Amperex Technology Co.Limited(300750) with die castings, liquid cooling plates, connectors, composite materials and other products. It is estimated that the purchase amount will be about 3.6 billion yuan from 2022 to 2026.
institutional funds recently settled in these units
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 68 stocks were net purchases and 41 stocks were net sales. In the past five days, the top three institutions’ net purchases were Shanghai Baolong Automotive Corporation(603197) , Nanjing Chervon Auto Precision Technology Co.Ltd(603982) , Yantai Zhenghai Magnetic Material Co.Ltd(300224) , and the net institutional capital inflows were 403 million yuan, 218 million yuan and 154 million yuan respectively. In addition, the top stocks sold by institutions were Haili wind power, Unisplendour Corporation Limited(000938) , Ningbo Deye Technology Co.Ltd(605117) , etc., and the net outflow of institutional funds was 166 million yuan, 157 million yuan and 146 million yuan respectively.
57 shares received the most attention from more than 20 institutions Yanan Bicon Pharmaceutical Listed Company(002411)
Statistics show that in the past five trading days (November 24 to November 30), about 204 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 57 companies were investigated by more than 20 institutions. Yanan Bicon Pharmaceutical Listed Company(002411) attracted the most attention, with 274 institutions participating in the research; Qingdao Gaoce Technology Co.Ltd(688556) was surveyed by 144 institutions and ranked second in the list. In terms of the number of institutional research, Changgao Electric Group Co.Ltd(002452) institutional research is the most intensive, with a total of 5 institutional research. Lizhong Sitong Light Alloys Group Co.Ltd(300428) and Zhongmin Energy Co.Ltd(600163) were investigated by the organization for 4 times and 3 times respectively.
68 shares such as Yantai Zhenghai Magnetic Material Co.Ltd(300224) 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 68 stocks were net purchases and 41 stocks were net sales. The top three institutions’ net purchases in the past five days are Shanghai Baolong Automotive Corporation(603197) , Nanjing Chervon Auto Precision Technology Co.Ltd(603982) , Yantai Zhenghai Magnetic Material Co.Ltd(300224) . At the same time, among the longhubang stocks that landed in Shanghai and Shenzhen in the past five trading days, the sales department net bought larger stocks are Unigroup Guoxin Microelectronics Co.Ltd(002049) , Haili wind power, Xj Electric Co.Ltd(000400) . 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.
36 shares received the highest institutional buy in rating Hangzhou Silan Microelectronics Co.Ltd(600460) and
Statistics show that 36 stocks received institutional buy rating on November 30. Among them, Hangzhou Silan Microelectronics Co.Ltd(600460) has the highest attention and has won three institutional buy rating records; Followed by Guangzhou Automobile Group Co.Ltd(601238) , Porton Pharma Solutions Ltd(300363) , both of which have won two institutional buy rating records. From the perspective of agency rating changes, among the agency buy rating records, 11 rating records are the first concern of the agency, involving Hunan Zhongke Electric Co.Ltd(300035) , Qingdao Gaoce Technology Co.Ltd(688556) , Sichuan Swellfun Co.Ltd(600779) , 360 Security Technology Inc(601360) , Shanghai Zijiang Enterprise Group Co.Ltd(600210) and other stocks.
