Today (November 24), the main contents of the daily report of A-share listed companies are: Andon Health Co.Ltd(002432) opened again, and gained the eighth limit in a row; There was no obvious major bad news, Beihai Gofar Chuanshan Biological Co.Ltd(600538) suddenly collapsed and fell to the limit; More than 480 billion market value home appliance giants throw out the comprehensive acquisition plan; The silicon track is too hot, Longi Green Energy Technology Co.Ltd(601012) won 7 billion orders; Yuancosmic Daniu shares push equity incentive; Elefirst Science & Technology Co.Ltd(300356) internal fighting shows wonderful plot, etc.
hot company trends:
8 connect the board! Investors were confused: Why did the limit rise again? Just received the attention letter last night: do you cater to the hot spots and hype the stock price?
Once the market goes crazy, even the attention letter will be “ignored”? On November 24, Andon Health Co.Ltd(002432) opened again and gained the eighth limit in a row! The degree of market fanaticism surprised many investors. What’s going on? The previous trading day, the Shenzhen Stock Exchange issued a letter of concern, pointing out whether the company’s reply to covid-19 test kit products was prudent and objective, and whether the company catered to market hot spots and hyped stock prices.
see the flash collapse limit again! Why does this stock reproduce the thrilling moment?
This morning, Beihai Gofar Chuanshan Biological Co.Ltd(600538) suddenly collapsed and fell to the limit. In terms of transaction details, Beihai Gofar Chuanshan Biological Co.Ltd(600538) today completed a series of operations from opening 0.1% higher to closing the limit by flash collapse within 15 minutes of opening. According to the periodic report, as of the end of the third quarter, about 15800 accounts held Beihai Gofar Chuanshan Biological Co.Ltd(600538) , with an average of 29500 shares.
What the hell happened? On the news side, Beihai Gofar Chuanshan Biological Co.Ltd(600538) there is no obvious major bad news. Similarly, there are no sudden bad rumors on the disk. Coincidentally, in terms of capital, three block transactions occurred yesterday Beihai Gofar Chuanshan Biological Co.Ltd(600538) , with a transaction amount of 28.182 million yuan and a discount rate of 9.14%.
swallow another listed company! Home appliance giants with a market value of more than 480 billion throw out the comprehensive acquisition plan. Target: Siasun Robot&Automation Co.Ltd(300024)
After the privatization of Little Swan, the home appliance giant Midea Group Co.Ltd(000333) with a total market value of more than 480 billion yuan will plan to fully control and privatize another listed company. On the evening of November 23, Midea Group Co.Ltd(000333) announced that the company plans to fully acquire the equity of KUKA Aktiengesellschaft (hereinafter referred to as “KUKA”) listed on the Frankfurt exchange of Germany controlled by the company through a wholly-owned subsidiary. After the acquisition, KUKA will become an overseas subsidiary wholly controlled by Midea Group Co.Ltd(000333) and delisted from Frankfurt Stock Exchange.
the silicon track is too hot! Longi Green Energy Technology Co.Ltd(601012) take 7 billion orders Shuangliang Eco-Energy Systems Co.Ltd(600481) store 6.8 billion silicon materials and fear the price war next year
On November 23, “photovoltaic veteran” Longi Green Energy Technology Co.Ltd(601012) (601012) announced that it had reached a silicon wafer sales framework contract with Yixin energy. It is expected that 1.158 billion silicon wafers will be sold to the latter from 2022 to 2023, with a total contract amount of about 7.041 billion yuan, accounting for 12.9% of the revenue in 2020.
On the same day, “Silicon rookie” Shuangliang Eco-Energy Systems Co.Ltd(600481) (600481) announced the long order purchase and sales contract with Asia silicon (Qinghai) Co., Ltd. (hereinafter referred to as “Asia silicon”), which plans to purchase about 252100 tons of polysilicon materials from the latter from December 2021 to November 2026, and the estimated purchase amount is about 6.804 billion yuan. Insiders said that in recent years, many players have poured into the silicon track, and the overcapacity of the silicon link may be inevitable. Next year, the price war may attack.
yuan universe Daniel shares push equity incentive, and they account for half! Does the soul torture of the exchange transfer benefits?
On November 23, Shenzhen Zqgame Co.Ltd(300052) announced that the company received the attention letter from the exchange. The exchange pointed out that the company plans to grant 2.63 million stock options to Li Ruijie, the actual controller and chairman of the company, as well as Li Yilun, the director and general manager of the company. Li Ruijie and Li Yilun are father-child relations, and they grant 5.26 million stock options in total, accounting for about 50% of the number granted in this incentive plan.
The company is required to explain in detail the necessity and rationality of Li Ruijie and Li Yilun as incentive objects, the reason and rationality that the number of shares to be granted by the above two persons accounts for about 50%, the basis for determining the number of granted stock options and the matching of their contribution, and whether there is benefit transfer.
does the high reimbursement of independent directors still account for the bus? And the independent director “tired” resigned! Elefirst Science & Technology Co.Ltd(300356) wonderful plot of internal fighting
The independent directors of Elefirst Science & Technology Co.Ltd(300356) are particularly prominent in their living conditions.
On the evening of November 23, Elefirst Science & Technology Co.Ltd(300356) issued a highly gunpowder reply to the letter of concern. In response to the letter of concern issued by the exchange, the controlling shareholders, non independent directors and independent directors quarreled. The controlling shareholders accused the independent directors of high reimbursement expenses and long-term occupation of the bus. The independent directors denounced the controlling shareholders for eliminating dissidents. The company’s governance can no longer be described as “chaos”. More importantly, the problem of illegal occupation of funds by controlling shareholders is still pending, and the company is far from taking off its hat.
37 shares including Huali Industrial Group Company Limited(300979) were investigated by more than 20 institutions
Statistics show that in the past five trading days (November 17 to November 23), about 191 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. Chongqing Zhifei Biological Products Co.Ltd(300122) attracted the most attention, with 220 institutions participating in the research; Qingdao Haier Biomedical Co.Ltd(688139) , Huali Industrial Group Company Limited(300979) , Kede Numerical Control Co.Ltd(688305) were investigated by 154, 109 and 105 institutions respectively. In terms of the number of institutional investigations, four companies were investigated three times, namely Huaming Power Equipment Co.Ltd(002270) , Zhejiang Jingu Company Limited(002488) , Yantai Tayho Advanced Materials Co.Ltd(002254) .
68 shares such as Ja Solar Technology Co.Ltd(002459) 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, 104 stocks appeared in the figure of institutions, of which 68 stocks were net bought by institutions and 36 stocks were net sold by institutions. The top three institutions’ net purchases in the past five days are Ningbo Orient Wires & Cables Co.Ltd(603606) , Zhejiang Yongtai Technology Co .Ltd(002326) , Ja Solar Technology Co.Ltd(002459) . 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 Hengdian Group Dmegc Magnetics Co.Ltd(002056) , Shanxi Meijin Energy Co.Ltd(000723) , Tibet Mineral Development Co.Ltd(000762) .
copy the legends of Liu Gesong and Zhao Yi? This year, he invested heavily in the two “double bases”
Near the end of the year, the ranking war of active partial equity funds is becoming more and more intense. As of November 22, the only two “double bases” – Qianhai Kaiyuan new economy a and Qianhai Kaiyuan public utilities have been taken over by the same fund manager Cui Chenlong. This is similar to the situation of Liu Gesong of Guangfa fund and Zhao Yi of ABC Huili fund in the previous year and last year.
preferences change! These companies have been intensively investigated by securities companies, focusing on the four tracks
At the time of the recent recovery of the consumer sector, securities companies have also intensively investigated A-share related listed companies. According to the data, as of November 24, 455 A-share companies have been investigated by securities companies since November. From the number of research firms receiving securities companies, a considerable part of the top ranked companies belong to the field of consumption, and the subdivision direction covers food, clothing, skin care products, etc.
For the consumer sector, brokers believe that the impact of the epidemic rebound is gradually weakening. At the moment when the cross-year market is expected to start in advance, they are optimistic about the consumer sector with good performance stability, cyclical and seasonal advantages and predictable rebound.
