Last week, the portfolio was ahead of the gem index and behind the Shanghai Composite Index and small and medium-sized index
Last week, the average return of the portfolio fell by 2.10%, ahead of the gem index and behind the Shanghai Composite Index and small and medium-sized index. Throughout the market indexes, the gem index fell 3.75%, the Shanghai Composite Index fell 0.11% and the small and medium-sized index fell 1.00% last week.
Our combination of small and medium-sized stocks this week is Zhejiang Jiaao Enprotech Stock Co.Ltd(603822) , Shengyuan Environmental Protection Co.Ltd(300867) , Cubic Sensor And Instrument Co.Ltd(688665) , Yijiahe Technology Co.Ltd(603666) , Kunshan Dongwei Technology Co.Ltd(688700) , Sobute New Materials Co.Ltd(603916) .
Focus on individual stocks: Zhejiang Jiaao Enprotech Stock Co.Ltd(603822) , Shengyuan Environmental Protection Co.Ltd(300867) , Cubic Sensor And Instrument Co.Ltd(688665) Zhejiang Jiaao Enprotech Stock Co.Ltd(603822) : the company is a leader in the environmental plasticizer industry and the outbreak of biodiesel is imminent. The company has a million ton production expansion plan for biodiesel. At present, the net profit per ton is more than 1000 yuan. A long-term purchase agreement has been signed with shell, and the performance flexibility is huge under the release of production capacity.
Shengyuan Environmental Protection Co.Ltd(300867) : the company's main business is waste incineration power generation, with low valuation. Recently, a cooperation agreement has been signed with the Three Gorges to jointly carry out offshore wind power projects. In the next two or three years, the performance is expected to achieve a new leap, and the valuation center will be greatly improved.
Cubic Sensor And Instrument Co.Ltd(688665) : China's scarce leading enterprises with perfect gas sensor technology platform have entered the vehicle industry, with international competitiveness and high performance growth. Equity incentive is worth looking forward to, so it is recommended to buy.
(Note: "last week" refers to 2.26-3.4, and "this week" refers to 3.7-3.11)
List of strategic stock selection:
(1) no company issued a restructuring plan last week.
(2) last week, last week, 15 companies released the project-based epiepiepiepiepiepiepiepiepilast last week. Last week, 15 companies released the last week of 15 companies last week. Last week, 15 companies released the project based epiepiepiepiepiepiepiepilast last week, and 15 companies released the project based epiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepilast last last week. Last week last week, 15 companies last week last week. Last week, 15 companies released the project based epiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepiepivivifrom the Thunder Software Technology Co.Ltd(300496) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\, Pci Technology Group Co.Ltd(600728) , Yunnan Energy Investment Co.Ltd(002053) , Xtc New Energy Materials(Xiamen) Co.Ltd(688778) , Xiamen Meiya Pico Information Co.Ltd(300188) , Xinjiang Qingsong Building Materials And Chemicals(Group)Co.Ltd(600425) , Qtone Education Group(Guangdong) Co.Ltd(300359) .
(3) last week, last week, 13 companies released the last week (3) last week. Last week, 13 companies last week last week, 13 companies released the equity incentive plan, which included the following: last week last week, 13 companies last week: last week, 13 companies last week: last week, 13 companies last week, 13 companies last week, 13 companies last week, 13 companies last week, 13 companies last week, 13 companies last week, 13 companies last week, 13 companies last week, 13 companies last week, 13 companies last week, 13 companies released the equity incentive plans, respectively, respectively: the following the ' Poten Environment Group Co.Ltd(603603) 7575757575758\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\, Hpf Co.Ltd(300350) , Jiangsu Yitong High-Tech Co.Ltd(300211) , Guangdong Dongfang Precision Science & Technology Co.Ltd(002611) , Sichuan Teway Food Group Co.Ltd(603317) .
(4) last week, six companies announced their employee stock ownership plans, namely J.S.Corrugating Machinery Co.Ltd(000821) , Hengli Petrochemical Co.Ltd(600346) , Titan Wind Energy (Suzhou) Co.Ltd(002531) , Changhong energy, Beijing Emerging Eastern Aviation Equipment Co.Ltd(002933) , Shanghai Golden Bridge Infotech Co.Ltd(603918) .
(5) whether the actual controller of the company changed last week.
(6) no major asset restructuring of the company was terminated last week.
Risk tip: the international environment is changing, the epidemic situation is higher than expected, and the policy is lower than expected
