Today (March 9), the main contents of the daily of A-share listed companies are as follows: dozens of companies have released positive support signals; Fresh supermarket leaders release monthly operation data; “Chip brother” disclosed monthly achievements for the first time in its history; St Guoyi plans to sell its holding Shangluo Hospital Anhui Conch Cement Company Limited(600585) plans to invest 5 billion yuan in new energy
hot company trends:
listed companies show confidence in real gold and silver repurchase! Increase holdings dozens of companies release positive protection signals
On the evening of March 8, about 40 listed companies in Shanghai and Shenzhen disclosed the announcement of repurchase plan and repurchase progress, and a number of listed companies disclosed the announcement of increasing shareholding of shareholders or executives. Among them, 21 companies in Shanghai stock market alone submitted announcements related to share increase and repurchase, including large and medium-sized companies such as Qi An Xin Technology Group Inc(688561) , Haier Smart Home Co.Ltd(600690) , Zhejiang Chint Electrics Co.Ltd(601877) , 360 Security Technology Inc(601360) . Some market participants believe that this is industrial capital to inject confidence into the A-share market with real gold and silver.
first time in history! The leading fresh supermarket released monthly operating data of 1-2 monthly revenue of about 204 billion yuan
Following Kweichow Moutai Co.Ltd(600519) , the leader of fresh supermarket Yonghui Superstores Co.Ltd(601933) 3 also released the first monthly operation data announcement in history on the evening of March 8 Yonghui Superstores Co.Ltd(601933) 3 announced on the evening of March 8 that after preliminary accounting, the company achieved a total operating revenue of about 20.4 billion yuan from January to February, with a year-on-year increase of about 3%, of which the same store increased by about 1.6%; The operating net profit was about 760 million yuan. During the reporting period, due to the impact of non operating factors such as changes in the share price of foreign investment, the provision may be about 150 million yuan to 200 million yuan.
spell it! “Chip brother” disclosed its monthly record for the first time in the history! Why do leading companies release favorable data in advance
On the evening of March 8, “chip brother” Semiconductor Manufacturing International Corporation(688981) also disclosed the business data of the first two months for the first time – the profit growth momentum is very rapid! According to Semiconductor Manufacturing International Corporation(688981) announcement, the company’s operating revenue from January to February was about US $1223 million, a year-on-year increase of 59.1%; The net profit was about US $309 million, a year-on-year increase of 94.9%. The profit growth is significantly greater than the revenue growth, which shows that its profitability has been significantly improved.
two hospitals under the company “stop treatment for three months” the listed company began to sell assets
St Guoyi, whose two hospitals are still in the period of closure for rectification, plans to sell its holding Shangluo hospital. On the evening of March 8, St Guoyi disclosed that the company had signed a framework agreement on equity transfer with Shangluo transportation investment and Construction Co., Ltd. (hereinafter referred to as “Shangluo Jiaotou”) and planned to transfer 99% of the equity of Shangluo Xi’An International Medical Investment Company Limited(000516) Central Hospital Co., Ltd. (hereinafter referred to as “Shangluo hospital”) at a price, and Shangluo Jiaotou planned to transfer it with monetary funds.
Anhui Conch Cement Company Limited(600585) proposed 50 billion yuan to enter new energy cement industry collective exploration “scenery” transformation
A grand plan to cost 5 billion yuan reveals the important investment direction of Anhui Conch Cement Company Limited(600585) 2022, and also shows the company’s ambition and hope to enter the new energy business. On March 8, Anhui Conch Cement Company Limited(600585) announced that 5 billion yuan will be invested in the development of photovoltaic power stations, energy storage projects and other businesses this year to realize the full coverage of photovoltaic power generation in subordinate factories; It is estimated that by the end of 2022, the installed capacity of photovoltaic power generation will reach 1 GW and the annual power generation capacity will be 1 billion kwh
institutions, shareholders and executives scramble to buy these performance surge shares
From January 10 to March 9, 438 stocks appeared in the dragon and tiger list, of which 165 stocks were in the state of net buying by institutions and 273 stocks were sold by institutions. There were 22 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, 64 were net purchased by institutions from January 10 to March 9.
43 shares received the institutional buy in rating Kweichow Moutai Co.Ltd(600519) shares received the highest attention
Statistics show that 43 stocks received institutional buy rating on March 8. Among them, Kweichow Moutai Co.Ltd(600519) has the highest attention and won 13 institutional buy in rating records Imeik Technology Development Co.Ltd(300896) , Guangzhou Automobile Group Co.Ltd(601238) , Anhui Zhongding Sealing Parts Co.Ltd(000887) , Jiangsu Hengli Hydraulic Co.Ltd(601100) , Shanghai Action Education Technology Co.Ltd(605098) and other stocks have obtained 10, 6, 3, 3 and 2 institutional buy rating records respectively. From the perspective of agency rating changes, six rating records of agency buying rating records are the first concern of the agency, involving Zhongman Petroleum And Natural Gas Group Corp.Ltd(603619) , Zhejiang Century Huatong Group Co.Ltd(002602) , Zhe Jiang Taihua New Material Co.Ltd(603055) , etc.
Andon Health Co.Ltd(002432) etc. 27 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, 86 stocks have appeared in the figure of institutions, of which 27 stock presentation institutions have net purchases and 59 stock presentation institutions have net sales. The top three institutions in net purchases in the past five days are Andon Health Co.Ltd(002432) , Huakang medical and Ningbo Menovo Pharmaceutical Co.Ltd(603538) . 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 purchased Elion Clean Energy Company Limited(600277) , Sinomine Resource Group Co.Ltd(002738) , China Meheco Group Co.Ltd(600056) .
Shenzhen Inovance Technology Co.Ltd(300124) and other 37 shares received 20 research of more than institutions
Statistics show that in the past five trading days (March 2 to March 8), about 121 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 37 companies were investigated by more than 20 institutions Thunder Software Technology Co.Ltd(300496) received the most attention, with 516 institutions participating in the research Shenzhen Inovance Technology Co.Ltd(300124) , Foryou Corporation(002906) , Yangzhou Yangjie Electronic Technology Co.Ltd(300373) and others were investigated by 460, 326 and 167 institutions respectively. In terms of the number of institutional research, the research of Gansu Jingyuan Coal Industry And Electricity Power Co.Ltd(000552) institutions is the most intensive, with a total of 3 institutional research.
