Today (February 28), the main contents of the daily report of A-share listed companies are as follows: the second phase of large funds will be launched again, this time aiming at the “silicon chip leader” National Silicon Industry Group Co.Ltd(688126) ; During the disclosure period of the annual report, Sino Biological Inc(301047) large proportion of dividends came; Pig giant lost 13.3 billion, but attracted 441 institutional investors for research; Household appliances big white horse stepping on thunder Evergrande; After the performance burst, the company locked in lithium resources again
hot company trends:
hit 1.5 billion! “National team” shot 60 billion white horse soared
The second phase of the large fund will be launched again. This time, it aims at the “silicon chip leader” National Silicon Industry Group Co.Ltd(688126) . Recently, the domestic semiconductor silicon chip leader National Silicon Industry Group Co.Ltd(688126) disclosed the results of fixed increase issuance. The national integrated circuit industry investment fund phase II (hereinafter referred to as “big fund phase II”) invested 1.5 billion yuan. In addition, Taizhou Zhongsi equity investment, Nord fund, Swiss bank and other well-known institutions also participated. Affected by this, on the morning of February 28, National Silicon Industry Group Co.Ltd(688126) once soared by nearly 5%.
high transfer + high dividend! The company plans to transfer from 10 to 9, and more than 100 companies also disclose the plan (list)
During the disclosure period of the annual report, a large proportion of dividends came again. On February 27, Sino Biological Inc(301047) disclosed the announcement of the plan for profit distribution and conversion of capital reserve into share capital in 2021. According to the announcement, the company plans to distribute cash dividends of 100 yuan (including tax) for every 10 shares, totaling 680 million yuan; It also increased 9 shares for every 10 shares to all shareholders, with a total of 61.2 million shares. After the increase, the total share capital of the company was 129 million shares.
pig giant lost 13.3 billion, but attracted 441 institutional investors to investigate. Is this opportunity coming
Despite a huge loss of more than 13.3 billion yuan, the record of investor relations activities released by Wens Foodstuff Group Co.Ltd(300498) february 27 showed that 441 foreign institutional investors participated in a roadshow of Wens Foodstuff Group Co.Ltd(300498) . It is estimated that the pig price may enter the next round in 2028; It is pessimistic to estimate that 2022 is still at the social average breakeven line, and it may not enter the upward channel of the next cycle until 2023.
household electrical appliances giant white horse stepping on Leiheng to withdraw 700 million bad debts, and the net profit fell for the first time in 12 years after listing
On February 25, A-share kitchen power giant Hangzhou Robam Appliances Co.Ltd(002508) ( Hangzhou Robam Appliances Co.Ltd(002508) ) released the performance express of 2021 and handed over a less ideal report card: the operating revenue was 10.148 billion yuan, a year-on-year increase of 24.84%; The net profit attributable to the parent company was 1.334 billion yuan, a year-on-year decrease of 19.66%. This is the first decline in net profit of Hangzhou Robam Appliances Co.Ltd(002508) since its listing in 2010.
The decrease in net profit was mainly due to the “write off” of Evergrande’s debt Hangzhou Robam Appliances Co.Ltd(002508) said that in the second half of 2021, some customers of the company’s fine decoration business defaulted on due commercial acceptance bills. The management of the company analyzed and evaluated the recoverability of its receivables and considered that there were obvious signs of impairment.
“lithium” is a cow! After the performance burst, the company locked in lithium resources again
Sichuan Yahua Industrial Group Co.Ltd(002497) consecutive good! A week ago, the company just released two “burst” performance Announcements: the net profit in the first quarter of 2022 increased by more than 10 times year-on-year, and the net profit in 2021 increased by 185.50% year-on-year. On the evening of February 27, the company made another positive move: the company’s subsidiary plans to subscribe for 3.4% shares of aby company in Australia. The core assets of aby company are mainly the kenticha lithium mine in Ethiopia. The lithium resource scale of kenticha lithium mine is comparable to the pegmatite of talison, wodgina and other projects in Australia
institutions, shareholders and executives scramble to buy these performance surge shares
During the period from December 29, 2021 to February 28, 2022, there were 440 individual stocks with institutions, of which 188 stocks were in the state of net buying by institutions and 252 stocks were sold by institutions. There were 35 stocks with a net purchase of more than 100 million yuan by institutions, and the top three were Hoshine Silicon Industry Co.Ltd(603260) , Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Jiangsu Zhongtian Technology Co.Ltd(600522) , and the net inflow of institutional funds was 694 million yuan, 365 million yuan and 355 million yuan respectively. Among the 1192 stocks with significant growth (an increase of 50% or more) in 2021, 67 were net purchased by institutions from December 29, 2021 to February 28, 2022.
Wuxi Shangji Automation Co.Ltd(603185) and other 35 shares have been net purchased by institutions in the past five days
Statistics show that among the dragon and tiger lists in the past five trading days, 79 stocks appeared in the figure of institutions, of which 35 stock presentation institutions bought net and 44 stock presentation institutions sold net. The top three institutions in net purchases in the past five days are Hoshine Silicon Industry Co.Ltd(603260) , Wuxi Shangji Automation Co.Ltd(603185) , Capitalonline Date Service Co.Ltd(300846) . At the same time, among the dragon and tiger list stocks that have landed on the Shanghai and Shenzhen stock markets in the past five trading days, the sales department has net bought larger stocks Sichuan Yahua Industrial Group Co.Ltd(002497) , Anhui Golden Seed Winery Co.Ltd(600199) , Guizhou Bc&Tv Information Network Co.Ltd(600996) .
Luxshare Precision Industry Co.Ltd(002475) and other 52 shares were investigated by more than 20 institutions
Statistics show that in the past five trading days (February 21 to February 25), about 162 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 52 companies were investigated by more than 20 institutions Ganyuan Foods Co.Ltd(002991) received the most attention, with 325 institutions participating in the research Luxshare Precision Industry Co.Ltd(002475) , Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) and others were investigated by 239, 236 and 195 institutions respectively. In terms of the number of institutional research, the research of Bank Of Qingdao Co.Ltd(002948) institutions is the most intensive, with a total of 4 institutional research.
star fund manager invisible heavy position stock exposure institution focuses on performance certainty
The invisible heavy positions of star fund managers are being unveiled, and many outstanding stocks have been overweight by institutions. Taking Shanghai Bright Power Semiconductor Co.Ltd(688368) as an example, in 2021, the company achieved a sales revenue of 2.302 billion yuan, an increase of 108.75% over the previous year. In addition, the net profit attributable to shareholders of listed companies was 677 million yuan, an increase of 883.72% over the previous year. From the perspective of institutional shareholding, Ruiyuan growth value mixture managed by veteran Fu Pengbo in the fourth quarter of last year once again increased its holdings of 123300 shares Shanghai Bright Power Semiconductor Co.Ltd(688368) . From the perspective of lengthening the period, since the third quarter of 2020, Ruiyuan growth value mixture has increased positions for several consecutive quarters Shanghai Bright Power Semiconductor Co.Ltd(688368) .
