On the morning of the 27th, the A-share market fluctuated narrowly, “real estate chain” stocks led the rise again, and brewing and other sectors adjusted.
In terms of individual stocks, the overall performance is stable, but there are still many obvious changes in stocks, with great fluctuations. Some stocks even staged a “sky floor” from the daily limit to the daily limit in less than 10 minutes.
Recently, there has been heavy snow in many places, which has had a certain impact on the operation of some listed companies. Many companies respond to the relevant impact through announcements or interactive means.
A-Shares fluctuated narrowly, and “real estate chain” stocks led the rise again
Market data show that the A-share market continues to fluctuate in a narrow range in the morning, and the amplitude of Shanghai and Shenzhen stock indexes is less than 1% in the morning.
There is a certain differentiation among the major sectors, among which the building materials, household goods, household appliances, real estate and other sectors of the “real estate chain” perform relatively well.
In the real estate sector, Gemdale Corporation(600383) rushed up the limit early in the morning. Casin Real Estate Development Group Co.Ltd(000838) , Beih-Property Co.Ltd(600791) also hit the daily limit.
Gemdale Corporation(600383) a recent announcement shows that from December 15 to December 23, 2021, everyone life has reduced 69129200 shares of the company through call auction, accounting for 1.53% of the total share capital of the company; 156600000 shares were transferred through block trading, accounting for 3.47% of the total share capital of the company; A total of 225729200 shares of the company were reduced, accounting for 5.00% of the total share capital of the company. Gemdale Corporation(600383) the current market value is more than 50 billion yuan.
In the building materials sector, Dehua Tb New Decoration Material Co.Ltd(002043) , Zhejiang Jianfeng Group Co.Ltd(600668) and Changjiang materials rose by the limit.
Individual stocks in the household goods sector generally rose, Zbom Home Collection Co.Ltd(603801) , Suofeiya Home Collection Co.Ltd(002572) , Jiangshan Oupai Door Industry Co.Ltd(603208) rose by more than 5%.
In addition to the above sectors, business chains, gas supply and heating, water, coal and other sectors also performed relatively well in the morning.
Brewing and Internet sectors weakened collectively, dragging down market performance.
blizzard in many places affected the share prices of several A-share companies
It is worth noting that the recent blizzard in some places has had a certain impact on the operation of some listed companies.
For example, Roshow Technoiogy Co.Ltd(002617) the announcement this morning said that due to the extreme weather and snow in Tongliao City, Inner Mongolia Autonomous Region, the photovoltaic power stations of Tongliao Juneng photovoltaic Co., Ltd. and Tongliao sunshine power photoelectric technology Co., Ltd. of the company collapsed in varying degrees. At present, the company is stepping up verification of property losses and claims with the property insurance department.
Roshow Technoiogy Co.Ltd(002617) also said that the company’s Tongliao project affected an area of about 60 MW. After the snow disaster, the company actively started post disaster reconstruction, and some of the affected power stations will be gradually connected to the grid for power generation through reconstruction and repair. At the same time, Shunyu Jieneng Technology Co., Ltd. has insured all property insurance, machine damage insurance and other huge insurance policies for all the assets of the power station. The supports and components damaged in the snow disaster are within the scope of insurance and can be fully compensated. At present, the insurance company has started the relevant compensation process.
Roshow Technoiogy Co.Ltd(002617) said that the snow disaster is expected to cause about three months of electricity loss to some power stations affected by the company. Compared with the overall performance of the company, this part of electricity loss accounts for a relatively small proportion, and the specific amount of loss is still under evaluation.
Affected by the above news, Roshow Technoiogy Co.Ltd(002617) once fell more than 5%, but then the decline narrowed.
Some stocks rose sharply against the trend affected by the relevant news. For example, Anshan Senyuan Road & Bridge Co.Ltd(300210) this morning, the intraday stock price once rose violently, with an intraday increase of more than 7%.
Anshan Senyuan Road & Bridge Co.Ltd(300210) in November, when answering netizens’ questions such as “have you received orders for snow removal equipment” on the interactive easy website of Shenzhen Stock Exchange, he said that snow removal equipment is receiving orders one after another. However, the company responded to the netizen “recently, the company won many orders for snow removal equipment. Why not make an announcement?” In case of doubt, the reply said that according to relevant regulations: if the amount of procurement, sales, project contracting or provision of labor services signed by a listed company at one time accounts for more than 50% of the company’s audited main business income or total assets in the latest fiscal year, and the absolute amount exceeds 100 million yuan, it shall be disclosed in time. If the daily business contract signed with the same counterparty within 12 consecutive months reaches the above standards through cumulative calculation, it shall be disclosed in time. The contract awarded by the company fails to meet the disclosure standard.
In addition, some listed companies have also replied to questions related to heavy snow in various places recently.
Inner Mongolia M-Grass Ecology And Environment (Group) Co.Ltd(300355) recently, at the interactive exchange of Shenzhen Stock Exchange, the company said that all businesses of the company were carried out normally. At the same time, it actively assumed social responsibility and donated 1 million yuan of snow disaster relief fund to Tongliao area.
Inner Mongolia Dazhong Mining Co.Ltd(001203) recently said at the interactive exchange of Shenzhen stock exchange that the company has always actively undertaken social responsibilities and fulfilled public welfare obligations. I hope Tongliao people can get through the storm and snow disaster as soon as possible.
According to the Central Meteorological Observatory, from 08:00 to 06:00 yesterday, snowfall or sleet weather occurred in Eastern Chongqing, Northeast Yunnan, central and Northern Guizhou, southern Hubei, central and Northern Hunan and northern Jiangxi. The precipitation in most of the above areas was 2 ~ 8mm, and that in some areas such as central Guizhou and central Hunan was 10 ~ 16mm; Moderate rain or heavy rain fell in Southeast Yunnan, Northwest Guangxi, southwest Guangdong, central and Northern Hainan Island, and local rainstorms (50 ~ 77mm) in Wenchang and Wanning, Hainan. At 7:00 today, the snow depth in eastern Guizhou and central and Northern Hunan was 5 ~ 12 cm, and the local areas such as Tongren, Guizhou, Huaihua and Yiyang, Hunan were 15 ~ 22 cm.
Compared with 5 o’clock yesterday, the temperature in Southwest Guizhou, Southeast Yunnan, Guangxi and southern Guangdong decreased by 6 ~ 8 ℃. This morning, the temperature 0 ℃ line is located in Southern Guizhou, Northern Guangxi to southern Jiangxi and central Zhejiang.
In addition, the Central Meteorological Observatory continued to issue a low-temperature blue warning at 10:00 on December 27. Affected by the residual forces of the cold wave, the temperature in most of southern China rose slowly and maintained a cloudy day. It is estimated that from the 27th to the 28th, the daily average temperature in Guizhou, Southeast Chongqing, Hunan, western Jiangxi, Guangxi, northwest Guangdong, central and southern Jiangsu, Shanghai and northeast Zhejiang will be about 5 ℃ lower than that in the same period in history. Among them, the daily average temperature in Southeast Guizhou and Southwest Hunan will be as low as 7 ℃.
many stocks fluctuated violently, and some stocks staged “sky floor” within 10 minutes
Although the stock market was stable as a whole in the morning and the fluctuation was relatively small, many stocks fluctuated violently.
Market data show that in the morning, the amplitude of more than 100 stocks exceeded 10%, and the amplitude of many stocks such as Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) , Anhui Shanhe Pharmaceutical Excipients Co.Ltd(300452) , Beijing Century Real Technology Co.Ltd(300150) , Shanghai Luoman Lighting Technologies Inc(605289) even exceeded 20%.
There Shanghai Luoman Lighting Technologies Inc(605289) even staged a “sky floor”. After the stock price dived from the limit, it soon hit the limit in less than 10 minutes.
Recently, the share price of Shanghai Luoman Lighting Technologies Inc(605289) has changed frequently. In early December, the share price was only in the early part of 27 yuan, but it reached 55.31 yuan this morning, doubling in less than a month.
Shanghai Luoman Lighting Technologies Inc(605289) the stock trading risk warning announcement released last Friday said that since December 2021, the company’s share price has increased greatly, and abnormal fluctuations in stock trading have occurred twice. On December 24, the company’s share price closed at the limit price again, higher than the increase of the same industry and the Shanghai stock index. The turnover rate in the last four trading days reached 42.91%, 39.11%, 50.51% and 31.98% respectively, and the cumulative turnover rate reached 164.51%. According to the industry classification of Shenwan, the P / E ratio of the company’s “building decoration industry” is 9.80 times and the P / B ratio is 0.96 times. The current P / E ratio of the company is 34.34 times and the P / B ratio is 3.45 times, which is significantly higher than the average level of the same industry. The company respectfully invites investors to pay attention to the transaction risks in the secondary market, make rational decisions and invest prudently.
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(Securities Times)
