Today (December 29), the main contents of the daily of A-share listed companies are: “China divine ship” action; Andon Health Co.Ltd(002432) replied to the attention letter and the share price rose again; On the 7th, it soared 160%, Aba Chemicals Corporation(300261) suspension verification; The education giant replied to the refund and shut down such businesses; The dust of the case of “washing powder running away” was settled, and the listed company and former chairman were fined 14.05 million yuan.
hot company trends:
“China Shenzhou” moves to promote its asset integration, involving three A-share companies
On December 28, Cssc Science & Technology Co.Ltd(600072) and China Shipbuilding Industry Group Power Co.Ltd(600482) two listed companies under China Cssc Holdings Limited(600150) group issued major asset restructuring announcements respectively. Among them, Cssc Science & Technology Co.Ltd(600072) is proposed to be placed in the wind power related assets of China Cssc Holdings Limited(600150) group, while China Shipbuilding Industry Group Power Co.Ltd(600482) will promote the integration of diesel engine business, and China Cssc Holdings Limited(600150) simultaneously disclosed relevant announcements. Another listed company of China Cssc Holdings Limited(600150) group China Cssc Holdings Limited(600150) also issued relevant suggestive announcements on planning foreign investment and related party transactions.
China Cssc Holdings Limited(600150) group came from the merger and reorganization of “North South ship”, which is called “China divine ship” by investors. Since December, Cssc Offshore & Marine Engineering (Group) Company Limited(600685) , China Marine Information Electronics Company Limited(600764) , China Shipbuilding Industry Group Power Co.Ltd(600482) and other Chinese shipping stocks have risen in varying degrees. Zhang Chao, chief analyst of the military industry of AVIC securities, believes that 2022 is the last year of the three-year action plan for the reform of state-owned enterprises. All military groups have proposed to accelerate the implementation of the three-year action reform task, and improving the asset securitization rate is one of the key tasks. Recently, the reform of military industry groups and asset securitization have begun to speed up.
sales data exposure! Andon Health Co.Ltd(002432) in response to the letter of concern, the share price rose again
On December 29, Andon Health Co.Ltd(002432) rose again to 50.05 yuan / share, and the stock has risen 634% since November 15. In terms of news, yesterday, the company replied to the letter of concern of Shenzhen stock exchange that at present, the company has completed the comparative test of recombinant N protein with Omicron mutation and no mutation through a third-party laboratory, and the test results of the two are basically no difference. Theoretically, it can be inferred that the effectiveness of the company’s kit products for detecting Omicron virus.
In addition, on the question of ranking first in the sales of kit products on Amazon’s U.S. website, Andon Health Co.Ltd(002432) said that Amazon’s official U.S. platform counted the sales of each product and published the comprehensive ranking based on the combination of daily sales and instantaneous sales in real time. However, Amazon platform does not publish sales and sales in any form, nor can it infer relevant data from this ranking. In the past interactive Q & A, the company has never released information about the sales and sales of kit products.
Andon Health Co.Ltd(002432) pointed out that in the previous Q & a reply of interactive easy platform, the company’s ihealth kit product sales ranked first. However, the sales ranking of Amazon USA is a comprehensive ranking based on the combination of daily sales and instantaneous sales, and the ranking will be updated in real time, which does not represent the cumulative sales. According to the query results on December 28, the sales of the company’s kit products on Amazon USA platform ranks No. 6.
Up 160% on 7 Aba Chemicals Corporation(300261) suspension verification! Urgent clarification: no cooperation with Pfizer
Following Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) (000812) and Yunnan Xiyi Industrial Co.Ltd(002265) (002265), A-Shares reproduce the new “demon shares” – Aba Chemicals Corporation(300261) (300261). On December 28, Aba Chemicals Corporation(300261) reaped another 20% limit rise, which has increased by 160% in the past seven trading days. Since November, Aba Chemicals Corporation(300261) has soared 274%. On the news, on the 28th, Aba Chemicals Corporation(300261) announced that the company’s share price belongs to serious abnormal fluctuation. The relevant situation will be verified and the trading will be suspended from the 29th. Meanwhile, Aba Chemicals Corporation(300261) replied to the letter of concern of Shenzhen stock exchange that the company has not signed any cooperation agreement with Pfizer and has no cooperative relationship with Pfizer.
Aba Chemicals Corporation(300261) also said that a2w (Maltese subsidiary a2wpharma Ltd.) The main structure of CBD (cannabinoid) medical product production workshop has been basically completed, equipment installation and application for GMP certification are under way, and no CBD medical products have been produced and sold this year, which will not bring any sales revenue and profit to the company in 2021 and 2022.
the education giant replied to the refund! Shut down such business
On the evening of December 28, Offcn Education Technology Co.Ltd(002607) replied to the attention letter of Shenzhen Stock Exchange. On December 13, the company was supervised and issued the attention letter for the second time because of the great change in the performance of the third quarterly report and the double high of deposit and loan. According to the reply, the high refund rate is the direct reason for the company’s business loss in the third quarter of this year. The refund amount of the company in 2019 was RMB 7.423 billion, with a refund ratio of 44.14%; the refund amount in 2020 was RMB 10.009 billion, with a refund ratio of 46.54%, while the refund amount in the first three quarters of 2021 reached RMB 12.397 billion, an increase of more than 20% over last year, with a refund ratio of 65.81%.
For the problem of “double high deposit and loan”, the company gives six explanations, and emphasizes that the balances of monetary funds, time deposits and financial products of the company in each year and at the end of each year are true, and the amount and balance of bank short-term loans are true. In addition, the company also explained the student loan in detail. The advance collection under the one-term loan mode in the past three years exceeded 10 billion, with the highest interest rate of 13.5%. Previously Offcn Education Technology Co.Ltd(002607) said that in order to accelerate the strategic transformation of the group’s business, the company effectively integrated various project resources internally and established a vocational education division to focus on school enterprise cooperation and the integration of industry and education.
falsely increased revenue by more than 12.8 billion yuan! The dust of the case of “washing powder running away” was settled, and the listed company and former chairman were fined 14.05 million yuan
The case of “washing powder running away” has finally been settled! On the evening of December 28, Guangzhou Longqi (now known as Lonkey Industrial Co.Ltd.Guangzhou(000523) ), a washing products manufacturer, announced that the company had recently received the decision on administrative punishment issued by Guangdong securities regulatory bureau. According to the survey, the company falsely increased its revenue by more than 12.8 billion yuan, falsely increased its profit by 410 million yuan and falsely increased its inventory by more than 2 billion yuan from 2018 to 2019.
In this regard, Guangdong securities regulatory bureau decided to give a warning to Guangzhou Longqi and impose a fine of 4.5 million yuan, and give a warning to seven people, including the then chairman, and impose a fine of 9.55 million yuan.
45 shares such as Ning Xia Yin Xing Energy Co.Ltd(000862) 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, 94 stocks have appeared in the figure of institutions, of which 45 stock presentation institutions have net purchases and 49 stock presentation institutions have net sales. The top three institutions’ net purchases in the past five days are Shanghai Baolong Automotive Corporation(603197) , Ning Xia Yin Xing Energy Co.Ltd(000862) , Shanghai Yanpu Metal Products Co.Ltd(605128) . At the same time, among the longhubang stocks that have landed in Shanghai and Shenzhen in the past five trading days, the sales department has bought Shandong Jincheng Pharmaceutical Group Co.Ltd(300233) , Cecep Solar Energy Co.Ltd(000591) , Chengdu B-Ray Media Co.Ltd(600880) . Specifically, Shandong Jincheng Pharmaceutical Group Co.Ltd(300233) is the most favored stock of funds. The net purchase amount of the business department reached 185 million yuan, ranking first in the list.
32 shares received the highest institutional buy in rating Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) and
Statistics show that 32 stocks received institutional buy rating on December 28. Among them, Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) has the highest attention and has won two institutional buy in rating records; Wanhua Chemical Group Co.Ltd(600309) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , Bank Of Ningbo Co.Ltd(002142) and so on all obtained one institutional buy in rating record. From the perspective of agency rating changes, 13 of the agency buy rating records are the first concern of the agency, involving Jiugui Liquor Co.Ltd(000799) , Oke Precision Cutting Tools Co.Ltd(688308) , Guangzhou Jet Bio-Filtration Co.Ltd(688026) and other stocks.
capturing bull stocks has a significant profit-making effect
The data show that 11 10 billion private placement companies, including Gaoyi assets, Tongyi investment, alluvial assets, Liren investment and Panjing investment, have doubled their bull stocks. Ten billion private placement funds under Panjing investment captured Ningbo Tuopu Group Co.Ltd(601689) and Shenzhen Sinexcel Electric Co.Ltd(300693) two new energy concept stocks. Shengxin phase 2 fund under Panjing investment entered the top ten circulating shareholders of Ningbo Tuopu Group Co.Ltd(601689) in the second quarter, holding 5.23 million shares, and continued to increase its position to 7.6 million shares in the third quarter. Since the fourth quarter, Ningbo Tuopu Group Co.Ltd(601689) share price has risen rapidly and nearly doubled in just two months. Wenheng fund under Panjing investment entered the top ten circulating shareholders of Shenzhen Sinexcel Electric Co.Ltd(300693) in the second quarter, holding 556700 shares, which increased by more than 106% in the third quarter.
bottom of institutional A-share investment strategy in 2022: new energy is still a priority
The shock market in 2021 has come to an end. Under the differentiation of market structure. Compared with 2020, the annual income of public funds decreased significantly, while typical industries such as new energy still showed a structural bull market, and the income of relevant funds also ranked high.
At the end of the year and the beginning of the year, how institutions view the trend of A-share market in 2022 has become the focus of the market. Recently, the investment strategies of many securities companies and public funds in 2022 have been released one after another. The 21st Century Business Herald reporter found that many institutions expect that the A-share market will still be a volatile market in 2022, there are structural opportunities, and the new energy sector is still the focus of attention widely mentioned.
