The main contents of the new shares listed in Qinhua daily (A-share) in March of this year; The transformer leader with a market value of more than 70 billion Tbea Co.Ltd(600089) issued a clarification announcement Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) no “oil” notice Landocean Energy Services Co.Ltd(300157) a series of actions have attracted the attention of regulators Lbx Pharmacy Chain Joint Stock Company(603883) plans to “attract” Huairen health with 1.637 billion yuan
hot company trends:
the most expensive new shares listed in the year one sign earned 4 million! The actual controller holds two scientific innovation board companies
Huaqin technology, the most expensive new share of the year, was listed on March 7, with an initial price of 189.5 yuan and an issue price earnings ratio of 81.6 times. Under the double high, it failed to stop the sharp rise on the first day of listing. It is worth noting that the actual controller of Huaqin technology is zhe Shengyang, who is also the first batch of Xi’An Bright Laser Technologies Co.Ltd(688333) actual controllers to land on the “first share of 3D printing” of Shaanxi science and technology innovation board. With the listing of Huaqin technology, zhe Shengyang successfully sits on two listed companies on the science and innovation board.
business ticket overdue?! 70 billion giant urgent clarification
On March 3, the Shanghai Stock Exchange announced that as of the end of February this year, the list of acceptors of commercial acceptance bills continued to be overdue, which really made many companies sweat. Tbea Co.Ltd(600089) Sunday night, a transformer leader with a market value of more than 70 billion, made an emergency announcement that after verification by the company, there were four commercial acceptances of its Xinjiang transformer plant from September 1, 2021 to February 28, 2022, which could not be cashed due to the failure of the holder to provide bank account information or the wrong choice of clearing method. After the overdue occurs, the company actively communicates with the holder and the bank, and the payment and settlement of the above commercial bills are completed in a short time.
share price rises for seven consecutive days, but executives reduce their holdings Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) no “oil” collection concern letter
Over the past week, affected by geopolitical and other factors, crude oil prices rose to a new high, the oil and gas industry ushered in a high business cycle, and the share prices of related concept stocks also took the opportunity to rise sharply. Among them, Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) even pulled seven trading boards, becoming the “strongest oil and gas concept stock”.
On March 5, Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) received a letter of concern from the Shenzhen Stock Exchange, asking to analyze the reasons that may lead to the large increase of the company’s recent stock price and obvious deviation from the market in combination with the macro situation of the market, the situation of the industry, the stock price trend of Listed Companies in the same industry and the company’s production and operation.
Hu Qimu, chief researcher of Sinosteel Economic Research Institute, told reporters that at present, there is no fundamental support for the rise of the company’s share price. Due to the small circulation market value, it is easy to hype. In the absence of major asset restructuring and important business matters to be disclosed, the share price of an enterprise that has suffered continuous losses has doubled in a short time, which obviously shows signs of speculation.
“there are major false statements in the announcement”! 7 directors of the company jointly expressed their position again
Just after the front foot replied, the back foot received a letter of concern. Since 2022, Landocean Energy Services Co.Ltd(300157) a series of actions have frequently attracted the attention of regulators. On March 6, the management department of gem company of Shenzhen stock exchange sent a letter of concern to Landocean Energy Services Co.Ltd(300157) requesting the directors sun Yuqin, Zhang Houji, Li Xianyao, Li Wanjun, Liu Qingfeng, Guo Rong and Wang Pu to explain the specific reasons for disagreeing with the contents of the announcement and the specific contents, judgment basis and verification of major false statements in the announcement in combination with the specific process of reviewing the two announcements; The company and the other five directors are required to explain whether they guarantee that the contents of the two announcements are true, accurate and complete without false records, misleading statements or major omissions.
Lbx Pharmacy Chain Joint Stock Company(603883) proposed 16.37 billion yuan to “win” Huairen great health
On March 6, Lbx Pharmacy Chain Joint Stock Company(603883) announced that it planned to acquire about 71.96% of the equity of Hunan Huairen Great Health Industry Development Co., Ltd. (hereinafter referred to as “Huairen great health”) held by 14 counterparties including Lin Chengxiong and Chen Jianping for 1.637 billion yuan. This indicates that Lbx Pharmacy Chain Joint Stock Company(603883) is expected to acquire the regional leader of chain drugstores across Hunan and Guizhou.
According to relevant research reports, Huairen health has more than 660 self operated pharmacies in Hunan and Guizhou. It is one of the most influential retail chain pharmacies in Western Hunan. After the acquisition of Huairen dahealth, it will effectively strengthen the layout of Lbx Pharmacy Chain Joint Stock Company(603883) in the Western Hunan regional market and enhance its voice in the Hunan market. After the completion of this transaction, Lbx Pharmacy Chain Joint Stock Company(603883) is expected to have more than 3000 stores (including franchisees) in Hunan Province, becoming the chain pharmacy enterprise with the largest number of stores in Hunan Province. At the same time, Lbx Pharmacy Chain Joint Stock Company(603883) will further increase the procurement scale and reduce the procurement cost
institutions, shareholders and executives scramble to buy these performance surge shares
From January 8 to March 7, among the dragon and tiger list, 430 stocks appeared in the figure of institutions, of which 168 stocks showed the state of net buying by institutions and 262 stocks were sold by institutions. There were 25 stocks with net purchases of more than 100 million yuan by institutions, and the top three were Hoshine Silicon Industry Co.Ltd(603260) , Jiangsu Zhongtian Technology Co.Ltd(600522) , Wuxi Shangji Automation Co.Ltd(603185) , with net institutional capital inflows of 694 million yuan, 355 million yuan and 353 million yuan respectively. Among the 1191 stocks with significant growth (an increase of 50% or more) in 2021, 63 were net purchased by institutions from January 8 to March 7.
Hainan Drinda Automotive Trim Co.Ltd(002865) and others 24 shares were 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 have appeared in the figure of institutions, of which 24 stock presentation institutions have net purchases and 55 stock presentation institutions have net sales.
The top three institutions in net purchases in the past five days are New Hope Liuhe Co.Ltd(000876) , Huakang medical and Hainan Drinda Automotive Trim Co.Ltd(002865) . 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 such as Hefu China, Sichuan New Energy Power Company Limited(000155) , Xiangtan Electrochemical Scientific Co.Ltd(002125) . Specifically, Hefu China is the most favored stock of funds, with the net purchase amount of the business department reaching 174 million yuan, ranking first in the list.
69 shares 20 research institutions above Foryou Corporation(002906) most concerned
Statistics show that in the past five trading days (February 28 to March 4), about 173 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 69 companies were investigated by more than 20 institutions Foryou Corporation(002906) received the most attention, with 328 institutions participating in the research Montage Technology Co.Ltd(688008) , Advanced Micro-Fabrication Equipment Inc.China(688012) , Qingdao Gaoce Technology Co.Ltd(688556) and others were investigated by 309, 251 and 246 institutions respectively. In terms of the number of institutional research, two companies have been investigated by institutions for three times, namely Gansu Jingyuan Coal Industry And Electricity Power Co.Ltd(000552) , Jiangxi Synergy Pharmaceutical Co.Ltd(300636) , and the institutional research is the most intensive.
invisible heavyweight stocks surfaced top flow fund managers actively arranged
As of March 5, 77 listed companies have disclosed their annual reports for 2021, and a number of “invisible heavy positions” of top flow fund managers have surfaced. The so-called “invisible heavy position shares” means that the fund does not enter the top ten heavy position shares in the quarterly report of the fund, while the fund has entered the top ten circulating shareholders in the performance report of listed companies. According to the annual report, Feng Liu is still in love with Jiangsu Kanion Pharmaceutical Co.Ltd(600557) . Since 2020, the mid-term report has continuously increased its positions, and the stock has increased by nearly 30% since the end of 2021; Since the end of 2021, new energy stocks have continued to callback, and Li Xiaoxing and Feng Mingyuan have entered Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) and Shenzhen Xfh Technology Co.Ltd(300890) , respectively.
