Today (December 31), the daily report of A-share listed companies mainly includes: Andon Health Co.Ltd(002432) rose and fell, and the share price once fell by the limit; The implementation of Kangmei restructuring was completed, and all debts exceeding 23 billion were paid off; Traditional Chinese medicine leader Yunnan Baiyao Group Co.Ltd(000538) plans to cut into the field of medical beauty; Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) was suspended for verification; "Ningwang" invested heavily in the construction of power battery manufacturing base, etc.
hot company trends:
share prices rose and fell, blocking the limit, and demon stocks Andon Health Co.Ltd(002432) fell to the altar?
On December 31, Andon Health Co.Ltd(002432) rose and fell, and the stock price closed the limit. On the news side, on December 30, Andon Health Co.Ltd(002432) issued a risk warning announcement, saying that from the technical indicators of the secondary market, as of December 30, the company's dynamic P / E ratio was 394.27; In terms of price to book ratio, the data show that the price to book ratio of the company is 13.13. At present, the above data is at a high level compared with the company's historical stock price and P / E ratio, which does not rule out the risk of falling of the company's future stock price and the above indicators.
In fact, in the 34 trading days since November 15, Andon Health Co.Ltd(002432) has closed 23 limit plates, and only 6 trading days have been adjusted, with a cumulative increase of more than 7 times.
after the implementation of Kangmei restructuring, the debt of more than 23 billion has been paid off! The largest shareholder promised not to reduce its holdings for 3 years and the share price rebounded!
Kangmei Pharmaceutical Co.Ltd(600518) the bankruptcy reorganization case has been announced and implemented, and the debt has been paid off 100% in various ways! On December 30, the stock rose by a straight limit, with a cumulative increase of more than 10% in two days. On December 30, Kangmei Pharmaceutical Co.Ltd(600518) announced that Jieyang intermediate people's court made a civil ruling on December 29, ruling to confirm that the implementation of the Kangmei Pharmaceutical Co.Ltd(600518) reorganization plan has been completed. This is only more than half a year since the court accepted the Kangmei Pharmaceutical Co.Ltd(600518) bankruptcy reorganization case in June.
enter medical beauty! The 500 million capital increase subsidiaries of the 100 billion traditional Chinese medicine leader have promoted the layout of the medical and American industrial chain, and these pharmaceutical enterprises have also arranged
Traditional Chinese medicine leader Yunnan Baiyao Group Co.Ltd(000538) plans to cut into the field of medical beauty. Yunnan Baiyao Group Co.Ltd(000538) on December 30, it was announced that the secondary wholly-owned subsidiary of the company plans to transfer 100% equity of Yunzhen company, a tertiary wholly-owned subsidiary of the company, to the company free of charge according to the net book value of 625800 yuan. After the transfer, the company directly holds 100% of the equity of Yunzhen company and plans to increase the capital of Yunzhen company by 500 million yuan. As the setting unit of Yunnan Baiyao Group Co.Ltd(000538) skin comprehensive solution medical center, Yunzhen company will promote the ecological layout of the medical beauty industry chain by opening an outpatient department first.
2 million investors are ignorant! Another 20cm trading limit and suspension verification! Front line investment appears on the dragon and tiger list
Another demon stock was suspended for verification! On December 30, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) reached the 20% limit again, rising 140% in nine trading days. After hours, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) disclosed the announcement of serious abnormal fluctuations in stock trading and suspension verification. It is understood that Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) is a national high-tech enterprise integrating new drug R & D, traditional Chinese medicine processing, production and operation. It has an independent and complete procurement, production and sales system. The company independently organizes production and operation activities according to its own situation and market dynamics. There are 4 exclusive varieties of Yuanhu Zhitong dropping pills, tannic acid berberine film, Qiwei Wenyang capsule and suanzaoyouren dropping pills. The net profit of the company in the first three quarters of 2021 was -8.1868 million yuan, the net profit attributable to the shareholders of the listed company after deducting non recurring profits and losses was -15.6122 million yuan, and the company suffered a loss in the first three quarters.
"ningwang" is generous! Investment and construction of power battery manufacturing base with no more than 24 billion yuan
On the evening of December 30, Contemporary Amperex Technology Co.Limited(300750) announced that the company plans to invest in the construction of phase 7-10 project of power battery Yibin manufacturing base in Sanjiang new area, Yibin City, Sichuan Province through its wholly-owned subsidiary Sichuan Times New Energy Technology Co., Ltd., with a total investment of no more than 24 billion yuan. In recent years, Contemporary Amperex Technology Co.Limited(300750) has made frequent investment in Yibin, Sichuan, and is optimistic about the Western automobile industry.
43 shares such as Ningbo Orient Wires & Cables Co.Ltd(603606) 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, 92 stocks appeared in the figure of institutions, of which 43 stock presentation institutions bought net and 49 stock presentation institutions sold net. The top three institutions' net purchases in the past five days are Yongxing Special Materials Technology Co.Ltd(002756) , Ningbo Orient Wires & Cables Co.Ltd(603606) , Ning Xia Yin Xing Energy Co.Ltd(000862) . At the same time, among the dragon and tiger list stocks that have landed in Shanghai and Shenzhen in the past five trading days, the sales department has net purchased Unigroup Guoxin Microelectronics Co.Ltd(002049) , Tibet Summit Resources Co.Ltd(600338) , Jiangsu Akcome Science And Technology Co.Ltd(002610) .
50 shares received the highest institutional buy in rating China Merchants Property Operation & Service Co.Ltd(001914) and
Statistics show that 50 stocks received institutional buy rating on December 30. Among them, China Merchants Property Operation & Service Co.Ltd(001914) has the highest attention and has won four institutional buy in rating records; Followed by satellite chemistry and Haohua Chemical Science & Technology Corp.Ltd(600378) , which have won three and two institutional buy rating records respectively. From the perspective of agency rating changes, among the agency buy rating records, 21 rating records are the first concern of the agency, involving Cofco Biotechnology Co.Ltd(000930) , Baoji Titanium Industry Co.Ltd(600456) , Shenzhen Jufei Optoelectronics Co.Ltd(300303) , Keli Motor Group Co.Ltd(002892) , Jiangsu King'S Luck Brewery Joint-Stock Co.Ltd(603369) and other stocks.
several theme funds were established to target the market of the pharmaceutical sector
Recently, several pharmaceutical theme funds under GF fund, Harvest Fund, Ping An fund, Great Wall Fund and other companies were established to layout the pharmaceutical sector market in 2022 in advance. Some fund managers believe that the current valuation of the pharmaceutical sector has returned to a reasonable range, and the right buying opportunity appears. Now is an ideal time to enter the market. It is expected to open a new round of market in 2022.
Yang Ting, manager of Dacheng pharmaceutical health equity fund, said that the underlying capabilities of the pharmaceutical industry are based on fine chemicals, electronic manufacturing and machining, and China's process level in these fields can be rated as world-class. At this stage, the pharmaceutical industry still has a lot of room for product iteration and process innovation. At present, the business radius of individual medical device companies has expanded to the global market, and their products have gradually entered the middle-end application market. This trend deserves further attention in the future.
the market is volatile, and the adjustment institutions are still optimistic about the future market of new energy vehicles
Recently, the new energy vehicle sector has fallen into a shock adjustment pattern. The agency mentioned that the weakening of relative prosperity advantage under the background of overvalued value is the core reason for the recent plate adjustment. At present, the adjustment range of the new energy vehicle sector has been relatively sufficient. From the perspective of sales growth and penetration, the long-term inflection point of industry growth is far from coming.
Huachuang Securities said that in 2022, it is suggested to pay attention to the three main investment lines of the new energy vehicle industry chain. First, the overseas market demand led by the United States may be on the eve of outbreak, so it is suggested to pay attention to the high elasticity target of overseas supply chain; Second, the profit of lithium battery has reached the bottom, and the cost transmission is smooth. It is suggested to pay attention to the leading enterprises in lithium battery; Third, it is suggested to pay attention to the negative link subject to high-energy graphitization capacity, the iron lithium link driven by multiple logic and the copper foil link with a continuously tight supply and demand pattern.
