Today (December 30), the main contents of the daily of A-share listed companies are: 8 times in two months, Andon Health Co.Ltd(002432) trading again; Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) word limit, the company’s annual net profit increased significantly in advance; 6 times the huge personnel earthquake of Yimei Bull Stock; Bluedon Information Security Technologies Co.Ltd(300297) suspected of violation of information disclosure; Hillhouse invested 200 million yuan and fell in love with the A-share company “the most comfortable chair in the world”.
hot company trends:
what’s going on! 2 months 8 times Andon Health Co.Ltd(002432) limit again! See also the loss of nearly 3000
According to the data, Andon Health Co.Ltd(002432) rose again this morning. Now the share price has reached 55.06 yuan, compared with 6.03 yuan at the end of October two months ago. This means that in the last two months, Andon Health Co.Ltd(002432) share price has soared by more than 800%. For most of the year before November this year, Andon Health Co.Ltd(002432) share price was depressed and fluctuated in a small range.
In addition, the differentiation trend of A-share new shares continued to deepen. Among the three new shares listed today, Pingao shares (688227. SH) and Chunli medical (688236. SH) on the science and Innovation Board broke on the first day.
the company’s annual net profit increased by 400000 in advance, sealed the word limit and took the whole plate
The annual report market is opening. On the morning of December 30, Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) rose by the limit. As of noon, about 400000 hands still paid the bill to seal the limit, at 14.59 yuan / share. This led to the collective rise of rare earth permanent magnet plates, Yantai Zhenghai Magnetic Material Co.Ltd(300224) , Jl Mag Rare-Earth Co.Ltd(300748) , Advanced Technology & Materials Co.Ltd(000969) followed.
Citic Securities Company Limited(600030) said that NdFeB accounts for 35% of global rare earth consumption. It is expected that new energy vehicles outside China will drive 60000 and 78000 tons of high-performance NdFeB demand respectively in 2030. On the supply side, it is expected that the short-term increment of overseas rare earth permanent magnet production capacity is limited, and the future increment of global high-performance Nd-Fe-B supply may be mainly concentrated in China.
6 times medical beauty Bull Stock personnel earthquake! What is the collective resignation of directors, independent directors, presidents and other senior executives?
On December 29, Aoyuan Beauty Valley Technology Co.Ltd(000615) (000615) announced that the board of directors received the resignation reports of director Ma Jun, director Chen Yong, independent director Zhang Shujun, President Hu ran and CEO fan Shijie on December 29, 2021. After resignation, Ma Jun, Chen Yong and Zhang Shujun will not hold any position in the company, Hu ran will continue to hold the position of director of the company, and fan Shijie will continue to hold the position of employee director of the company. According to the resolution of the board meeting on the 29th, Hu ran served as the chairman of the company and fan Shijie served as the president of the company.
file a case for investigation! Bluedon Information Security Technologies Co.Ltd(300297) suspected of violating information disclosure, and was previously trapped in the quagmire of “bankruptcy + delisting”
The former leading enterprise in the information security industry Bluedon Information Security Technologies Co.Ltd(300297) (300297) has now stepped down from the altar. After falling into the quagmire of “bankruptcy + delisting”, it was filed for investigation by the CSRC for suspected information disclosure violations. On December 29, Bluedon Information Security Technologies Co.Ltd(300297) announced that the company received the notice of filing a case from the CSRC on December 29, 2021. Because the company is suspected of illegal information disclosure, the CSRC decided to file a case against the company in accordance with the securities law of the people’s Republic of China, the administrative punishment law of the people’s Republic of China and other laws and regulations.
Hillhouse invested 200 million yuan to see this A-share company as “the most comfortable chair in the world”
On December 29, Qumei Home Furnishings Group Co.Ltd(603818) released a heavy news: Zhuhai hilling Deyou Investment Management Co., Ltd. (hereinafter referred to as hilling investment) plans to invest 200 million yuan in the company’s wholly-owned subsidiary. It should be noted that Hillhouse investment is not a direct investment in Qumei Home Furnishings Group Co.Ltd(603818) , but a wholly-owned subsidiary of Qumei Home Furnishings Group Co.Ltd(603818) , and this subsidiary also has a great background, claiming to have “the most comfortable chair in the world”.
43 shares such as Yongxing Special Materials Technology Co.Ltd(002756) 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, 90 stocks have appeared in the figure of institutions, of which 43 stock presentation institutions have net purchases and 47 stock presentation institutions have net sales. The top three institutions’ net purchases in the past five days are Yongxing Special Materials Technology Co.Ltd(002756) , Shanghai Baolong Automotive Corporation(603197) , Ning Xia Yin Xing Energy Co.Ltd(000862) . At the same time, among the dragon and tiger list stocks that landed in Shanghai and Shenzhen in the past five trading days, the sales department net bought larger stocks including Tibet Summit Resources Co.Ltd(600338) , Andon Health Co.Ltd(002432) and Yong’an futures. Specifically, Tibet Summit Resources Co.Ltd(600338) is the most favored stock of funds. The net purchase amount of the business department reached 506 million yuan, ranking first in the list.
there will be more A-share opportunities next year, and the high valuation of high-quality assets is the norm
Du Meng is one of the first researchers to study power equipment and new energy industry in China. He began to cover the new energy industry as early as 2003 and has been deeply cultivated for nearly 20 years. Du Meng believes that the market opportunities next year will be relatively balanced. This year’s A-share opportunities are mainly concentrated on several tracks. If these tracks are not successfully seized, it will be more difficult to invest this year; Next year, the market is not only new energy, but also semiconductors, consumption and medicine will have some bottom-up opportunities next year. In addition, at the current time point, most of the negative factors of Hong Kong stocks that have been greatly adjusted have been fully reflected in the stock price, which helps investors to select individual stocks from a long-term perspective.
private equity optimistic about the annual consumption market, Baijiu stock adjustment does not change, positive expectations
Recently, the A-share market continued to shrink and adjust, and the popular track varieties generally performed poorly in the early stage. The consumption industry represented by Baijiu liquor has a significant adjustment in December 29th. The latest strategic research and judgment views from a number of first-line private placement show that although the short-term stock index performance is not satisfactory, most institutions are still optimistic about the large consumption sector.
nearly 90% of the positions of common stock funds and fund managers prepare for the spring Market
Near the end of the year, the position of equity funds increased slightly, and the position of common stock funds was nearly 90%. Some fund managers said that the main position adjustment and stock exchange in the fourth quarter have been basically completed. Although there may be no index level market next year, the structural opportunities in the first quarter are still worth looking forward to.
The above position adjustment direction is consistent with the investment ideas of some fund managers next year. Chen Qi, head of Huafu fund research department and manager of Huafu Industrial Upgrading fund, said that in 2022, there will be more investment opportunities in focusing on the energy revolution driven by the “double carbon” goal, the increasingly rich intelligent networking of industrial and life end application scenarios, semiconductors and military industry driven by security demands, and some consumption upgrading fields.
