Today (March 15), the main contents of the daily report of A-share listed companies are: Luxshare Precision Industry Co.Ltd(002475) three heavy news are thought-provoking; The super rich sell stocks at a discount and “give” 2000 employees a floating profit of 290000 per capita; The relatives of senior executives “stepped on the red line” for short-term transactions, and Aba Chemicals Corporation(300261) independent director apologized; Dynavolt Renewable Energy Technology (Henan) Co.Ltd(002684) was asked whether it was “hot spot”; This quick-frozen food leader has a fixed increase of 5.7 billion yuan
hot company trends:
sends three heavy messages in a row. What signal does this “fruit chain” giant bring
On March 14, Luxshare Precision Industry Co.Ltd(002475) sent three heavy messages in a row, which is thought-provoking. Firstly, Luxshare Precision Industry Co.Ltd(002475) under various difficult conditions, the net profit in the first quarter of 2022 is expected to be 1.687 billion yuan to 1.754 billion yuan, an increase of 25% to 30% year-on-year. Secondly, compared with the performance forecast in the first quarter of 2022, Luxshare Precision Industry Co.Ltd(002475) 2021 increased revenue without increasing profit, and the net profit decreased by 2.12% year-on-year. Finally, Luxshare Precision Industry Co.Ltd(002475) disclosed the preliminary ruling of the 337 investigation conducted by the U.S. International Trade Commission, which showed that only some products of the previous generation of hsio were directly exported to the United States, which fell into the scope of patent protection claimed by the American Amphenol group.
someone else’s boss! The super rich sold shares at a discount and “gave” 2000 employees a floating profit of 290000 per capita
It’s someone else’s company again! In order to enable employees to achieve common prosperity, Chongqing billionaire Jiang Rensheng transferred his 28.78 million Chongqing Zhifei Biological Products Co.Ltd(300122) shares to the company’s employee stock ownership plan at the price of 100 yuan / share.
It is worth mentioning that the transfer price of 100 yuan / share is 16.77% lower than Chongqing Zhifei Biological Products Co.Ltd(300122) latest share price (120.15 yuan / share), and the number of participants in the employee stock ownership plan is as high as 2000. This means that 2000 employees invested 2.878 billion yuan to buy Chongqing Zhifei Biological Products Co.Ltd(300122) shares. The latest market value of these shares is 3.458 billion yuan. The employees have a total floating profit of 580 million yuan and a per capita floating profit of 290000 yuan.
executive relatives’ short-term trading violation “stepping on the red line” Aba Chemicals Corporation(300261) independent director apologized
On March 14, Aba Chemicals Corporation(300261) announced that the company received the statement on the situation and apology of my relatives buying and selling the company’s shares through the securities account issued by Zhang Jun, an independent director, and learned that Zhang Jun’s relatives bought and sold Aba Chemicals Corporation(300261) shares through the securities account, which constituted a short-term transaction through misoperation.
R & D 4680 battery? Dynavolt Renewable Energy Technology (Henan) Co.Ltd(002684) was asked whether the share price of Dynavolt Renewable Energy Technology (Henan) Co.Ltd(002684) which suffered huge losses fell by the limit
On March 14, Dynavolt Renewable Energy Technology (Henan) Co.Ltd(002684) ( Dynavolt Renewable Energy Technology (Henan) Co.Ltd(002684) . SZ) finally closed at the limit, falling 4.88% to 3.9 yuan / share on the same day. Before opening that morning, the company was issued a letter of concern by the Shenzhen Stock Exchange. The matter stems from the company’s reply to investors last week. On March 11, Dynavolt Renewable Energy Technology (Henan) Co.Ltd(002684) said on the investor interaction platform that 4680 battery is part of the company’s capacity planning, and relevant R & D and equipment schemes are also in progress.
This reply seems to be correct at first, but on reflection, the problem lies in the 4680 battery. 4680 battery is a new type of power battery with larger size, which is a cylindrical battery with a single cell diameter of 46mm and a height of 80mm. It is understood that compared with the current mainstream square battery, the ratio of cylindrical battery to shell can reach more than 98%, which can achieve higher energy density.
grab is earn? What is the signal of the 5.7 billion fixed increase and landing public offering of this quick-frozen food leader and foreign street fighting
A few days ago, Fu Jian Anjoy Foods Co.Ltd(603345) released the announcement of the results of the non-public offering. The price of this offering is 116.08 yuan per share, the number of shares issued is 48.88 million, and the total amount of funds raised is about 5.7 billion yuan.
The issuance target of this fixed increase is finally determined as 19. In terms of public offering, China Merchants Fund, Hongde fund, Harvest Fund, CAITONG fund, Wells Fargo fund, South Fund, China Europe Fund and Hua’an fund were allocated; In terms of QFII / rqfii, Allianz global LED with 530 million yuan, and UBS group and JPMorgan securities were allocated more than 200 million yuan.
After the completion of this fixed increase, Allianz China A-share fund under Allianz global jumped to become Fu Jian Anjoy Foods Co.Ltd(603345) the fifth largest shareholder. Huitianfu fund was not successfully allocated, and Hu Xinwei’s fund was reduced to the seventh largest shareholder
Yonghui Superstores Co.Ltd(601933) and other 27 shares have been net purchased by institutions in the past five days
Statistics show that among the dragon and tiger lists in the past five trading days, 75 stocks have appeared in the figure of institutions, of which 27 stock presentation institutions have net purchases and 48 stock presentation institutions have net sales. The top three institutions in net purchases in the past five days are Yonghui Superstores Co.Ltd(601933) , Qingdao Zhongzi Zhongcheng Group Co.Ltd(300208) , Zhejiang Huayou Cobalt Co.Ltd(603799) . 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 net purchased larger stocks Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Elion Clean Energy Company Limited(600277) .
39 shares have been investigated by more than 20 institutions Suzhou Maxwell Technologies Co.Ltd(300751) most concerned
Statistics show that in the past five trading days (from March 8 to March 14), about 109 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 39 companies were investigated by more than 20 institutions Suzhou Maxwell Technologies Co.Ltd(300751) received the most attention, with 501 institutions participating in the research Thunder Software Technology Co.Ltd(300496) , Estun Automation Co.Ltd(002747) , Apeloa Pharmaceutical Co.Ltd(000739) and others were investigated by 353, 337 and 218 institutions respectively. In terms of the number of institutional research, the research of Zhejiang Weixing Industrial Development Co.Ltd(002003) institutions is the most intensive, with a total of 4 institutional research Hunan Valin Steel Co.Ltd(000932) , Zhejiang Southeast Space Frame Co.Ltd(002135) were investigated by the organization for 3 times.
industrial capital is falling and buying a shares. Companies intensively launch repurchase and shareholding increase plans
Statistics show that the recent increase in holdings in the A-share market has been increasing. Last week (March 7-march 11), 27 listed companies have been increased by important shareholders, with a cumulative increase of 50.489 million shares, with a total increase of 613 million yuan. The cumulative increase in holdings and the number of shares increased by 103% and 38% respectively compared with the previous week (February 28 – March 4), indicating that industrial funds entered the market to sweep goods while taking advantage of the deep adjustment of the market.
Meanwhile, 54 listed companies repurchased 595 million shares last week, with a cumulative repurchase amount of 8.41 billion yuan. The data showed that except that it was significantly lower than the previous week (February 28 – March 4), it was significantly higher than the other two weeks in February. If we lengthen our horizons, we can see that the number and amount of listed companies to be increased and repurchased in the past four weeks have increased significantly, and there has been a significant climax of increased holdings and repurchases of listed companies.
when the hedge funds fled 50 billion, international banks shouted “super match China”
In view of the continuous warming of global risk aversion and the outflow of international funds from emerging markets, which led to the decline of A-Shares and Hong Kong shares. In the six trading days since March 7, the cumulative net outflow of northbound funds was 50.728 billion yuan, the largest continuous outflow record since March 2020. Duan Yifan, a researcher at Morgan Stanley Huaxin Fund Research and management department, said that external conflicts pushed up oil prices, increased market concerns about inflation, a significant adjustment in overseas markets, A-share sentiment was also impacted, and Hong Kong stocks were subject to the additional impact of China concept stock supervision. The continuous decline triggered negative feedback at the capital level, which accelerated the decline of the market. However, Goldman Sachs said that at present, the Chinese market is oversold and maintains the oversold MSCI China Index. The agency believes that the fair P / E ratio of MSCI China should be 12.5 times, rather than the current 9.9 times, which is the lowest in six years.
