Retaliatory rebound! More than 4200 A-shares have become the "booster" of soaring performance fundamentals, and the price of products has been raised continuously

this morning, A-Shares rebounded in retaliation. All major stock indexes rose by more than 1%, while gem index and Kechuang 50 index rose by more than 3% more than 4200 stocks rose in and two cities

On the disk, stocks in most sectors rose, with chemical fiber, electrical equipment, digital currency, baby concept and other sectors leading the rise, while oil, seed industry, gold and other sectors adjusted slightly. The net inflow of funds going north was 1.141 billion yuan.

monthly data become the booster of stock price rise

Kweichow Moutai Co.Ltd(600519) after the monthly operation data was released for the first time in history, the stock price rose against the trend Yonghui Superstores Co.Ltd(601933) after the monthly operating data was released yesterday, the share price rose against the trend, making other companies deeply in the downward trend see a good way to stabilize the share price. Today, the number of listed companies publishing monthly operating data suddenly increased.

According to the Guangzhou Tinci Materials Technology Co.Ltd(002709) announcement with a market value of nearly 100 billion yuan, the company achieved an operating revenue of about 3.3 billion yuan from January to February 2022, an increase of about 260% year-on-year; The net profit attributable to the shareholders of the listed company was about 860 million yuan, a year-on-year increase of about 470%. During the period, the production and sales of the company's main products were booming, and the new production capacity climbed smoothly Guangzhou Tinci Materials Technology Co.Ltd(002709) opened sharply higher this morning, and then quickly closed the daily limit. Previously, it had fallen by more than 50% since the peak in October last year

With the surge in demand for new energy vehicles and energy storage, the performance of Guangzhou Tinci Materials Technology Co.Ltd(002709) has increased significantly in recent years. Earlier, it was expected to realize a net profit of RMB 2.1 billion-2.3 billion in 2021, with a year-on-year increase of 294.09% - 331.62%.

Yto Express Group Co.Ltd(600233) also announced today that from January to February, the express business completed 2.297 billion tickets, a year-on-year increase of 27.81%; The operating revenue was about 7.624 billion yuan, a year-on-year increase of 39.28%; The net profit was about 545 million yuan, a year-on-year increase of 186.36%; The non net profit deducted was about 516 million yuan, a year-on-year increase of 207.45% Yto Express Group Co.Ltd(600233) morning trading was higher than the trading limit in seconds after opening, and the trading volume in the first hour exceeded that in the whole day yesterday.

Anxin Securities pointed out that 6 Anhui Wantong Technology Co.Ltd(002331) -february's volume growth exceeded expectations, mainly driven by upstream e-commerce consumption, industry concentration and peer share outflow. Under the assumption that the rise of oil price can be transmitted, the Yto Express Group Co.Ltd(600233) profit forecast is raised. It is estimated that the net profit attributable to the parent company from 2021 to 2023 will be 2.12 billion yuan, 3.3 billion yuan and 4.21 billion yuan respectively

Jiangsu Yangnong Chemical Co.Ltd(600486) also announced that from January to February, the total operating revenue was about 3.5 billion yuan, a year-on-year increase of about 50%, the net profit was about 560 million yuan, a year-on-year increase of about 100%, and the trading limit of Jiangsu Yangnong Chemical Co.Ltd(600486) opened in the morning Wuxi Apptec Co.Ltd(603259) , Apt Medical Inc(688617) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Proya Cosmetics Co.Ltd(603605) and other companies also released their monthly operating data today, and their share prices also showed good performance.

titanium dioxide raises the price tide again

Titanium dioxide enterprises once again intensively announced price increases. Early this morning, before the opening, Lb Group Co.Ltd(002601) announced that from now on, the sales price of various models of titanium dioxide of the company will be increased by 1000 yuan / ton for Chinese customers and 150 dollars / ton for international customers on the basis of the original price Lb Group Co.Ltd(002601) morning high opened up nearly 5%.

Lb Group Co.Ltd(002601) said that it would closely track the price trend of titanium dioxide and the changes of supply and demand, and timely adjust the price of the company's products. The adjustment of the product price will have a positive impact on the improvement of the company's overall performance. At the same time, the board of directors of the company reminded investors that the impact of this price increase on sales volume is still uncertain, and the duration of the new sales price is uncertain, so there is a risk that the product price will continue to fluctuate.

In fact, this is the second price increase of Lb Group Co.Ltd(002601) this year. On January 1 this year, the sales price of various types of titanium dioxide (including titanium dioxide by sulfuric acid method and titanium dioxide by chlorination method) of the company increased by 1000 yuan / ton for various Chinese customers and 150 dollars / ton for various international customers on the basis of the original price.

yesterday, Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) also announced a comprehensive increase in the sales price of various models of titanium dioxide from March 9. Among them, the sales price of Chinese customers increased by 1000 yuan / ton and that of international customers increased by 150 dollars / ton Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) morning trading was also high, up more than 6%

Previously, international titanium dioxide giants such as fannengtuo and Connors also issued price increase letters. According to the price increase letters of these enterprises, the price increase range is up to $400 / ton, and the price increase time is from April 1. Among them, fannengtuo titanium dioxide issued a price increase notice, saying that since April 1, the price of all titanium dioxide products suitable for plastic, paper and other applications will be adjusted, with a maximum increase of US $400 (about 2526 yuan / ton). KONOS titanium dioxide said that since April 1, all titanium dioxide products have increased by up to $200 / ton (about 1263 yuan / ton).

Driven by the favorable price rise, titanium dioxide concept stocks rose collectively this morning, and the sector index opened higher and went higher, up more than 3%, with Shan Dong Lubei Chemcal Co.Ltd(600727) , Baoji Titanium Industry Co.Ltd(600456) and other gains taking the lead.

Due to the continuous high price of titanium dioxide, titanium dioxide enterprises will make a lot of money in 2021. According to the performance forecast released by relevant listed companies, Lb Group Co.Ltd(002601) is expected to make a profit of 4.577 billion yuan to 5.722 billion yuan in 2012, with a year-on-year increase of 100% - 150% Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) it is expected to realize a net profit of 1.188 billion yuan to 1.426 billion yuan, with a year-on-year increase of 150% - 200% Baoji Titanium Industry Co.Ltd(600456) net income was 550 million yuan to 580 million yuan, with a year-on-year increase of 51.66% - 59.93% Guangdong Huiyun Titanium Industry Co.Ltd(300891) net income was 178223 million yuan, with a year-on-year increase of 100% - 150% Anhui Annada Titanium Industry Co.Ltd(002136) , Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) and other achievements are expected to increase significantly.

Shengang Securities pointed out that the supply pattern is still good, and the rising cost is one of the driving forces for the continuous price increase of titanium dioxide, which is widely used in industries such as coatings, inks, papermaking and plastics. The rising price of titanium dioxide will thicken the company's performance. Considering that the supply and demand of titanium dioxide is still good, the industry boom pattern is expected to continue.

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