After disclosing the operation announcement that the net profit of revenue doubled year-on-year from January to February this year, the share price of Jiugui Liquor Co.Ltd(000799) ( Jiugui Liquor Co.Ltd(000799) ) closed at the limit price of 176.66 yuan / share on the 11th, with a net inflow of 956 million yuan.
revenue and net profit double increase stock price limit
After the performance forecast of 79% – 93.24% pre increase was disclosed on January 29, Jiugui Liquor Co.Ltd(000799) again disclosed the operation of the first two months of this year on January 11. The operation of the company from January to February was over fulfilled, and the revenue is expected to be about 1.4 billion yuan, an increase of about 120% over the same period last year; The net profit is expected to be about 465 million yuan, an increase of about 130% over the same period last year.
With the disclosure of the news that the net profit of revenue doubled, on the 11th, Jiugui Liquor Co.Ltd(000799) opened up sharply and closed the limit at 10:08. After a slight adjustment, it finally locked the limit at 14:28 to close at 176.66 yuan / share. After hitting a low price of 140.01 yuan on March 9, the stock rose sharply on the 11th and the day before yesterday, up more than 18%.
As the daily increase deviated from the value of 7%, the company’s shares were listed on the dragon and tiger list for the first time this year. Shenzhen Stock connect took the first place in terms of net purchases of 329 million yuan and 303 million yuan, totaling 265402 million yuan, accounting for 0.66% of the total turnover of the day; There were institutions in four seats between the buyer and the seller, namely buy five, sell two, sell three and sell four, with a total net sales of 126 million yuan, accounting for 3.14% of the total turnover on that day.
In terms of capital, on Jiugui Liquor Co.Ltd(000799) 11, the net inflow of super large single was 774 million yuan, the net inflow of large single was 182 million yuan, and the main net inflow totaled 956 million yuan; The total net inflow of small and medium-sized bills was 57.8 million yuan.
nearly 20% of the circulating shares obtained heavy positions in the Fund
Jiugui Liquor Co.Ltd(000799) main products include “internal ginseng”, “drunkard” and “Xiangquan”. At the end of 2014, COFCO carried out a series of brand focus and marketing reforms on the company after becoming the owner, and the company’s performance increased significantly. From 2015 to the first three quarters of 2021, the company’s net profit increased by 190.86%, 22.6%, 62.18%, 26.45%, 34.5%, 64.15% and 117.69% year-on-year.
According to the data, with the adjustment of the company’s share price, in the fourth quarter of 2021, the profits of several funds reduced their positions, and the total number of holdings decreased by 5.1761 million shares. On the other hand, many funds have also entered the market one after another, looking forward to the next wave of market. By the end of 2021, a total of 71 funds of 26 companies held Jiugui Liquor Co.Ltd(000799) , with a total of 60.94 million shares, accounting for 18.75% of the circulating shares. Among them, the A of Baijiu in China Merchants shares is the largest share of 15 million 732 thousand shares, and the net closing value of 11 days is close to 2 billion 780 million yuan. In addition, the number of shares held by Yinhua rich theme, huitianfu mid market value selection a, huitianfu consumer industry and other industries also exceeded 3 million.
Citic Securities Company Limited(600030) point of view: considering that the late Spring Festival last year, the slow pace of overall sales and the higher than expected dynamic sales during the Spring Festival last year led many dealers to replenish inventory after the Spring Festival, the overall revenue growth rate in March is expected to decline to a certain extent, and it is comprehensively expected that the revenue in the first quarter of 2022 will increase by double digits. In the downward cycle of economic growth, dealers pursue stable operation and cash flow level. The new flavor and new brand itself have some disadvantages compared with the old brand, which requires the company to take a long-term perspective and continue to accumulate.
