Today (January 4), the main contents of the daily report of A-share listed companies are: 30 billion pharmaceutical stocks suddenly withdraw 121 million yuan; Innovation Medical Management Co.Ltd(002173) a wave of reduction is on the road; Kweichow Moutai Co.Ltd(600519) issue the announcement on the production and operation of the whole year; Yunnan Metropolitan Real Estate Development Co.Ltd(600239) announced that the controlling shareholders directly reduced the loan interest of RMB 590 million.
hot company trends:
"was beaten at the beginning of the new year"! 30 billion pharmaceutical stocks suddenly withdrew 121 million yuan, and more than 30000 shareholders were unable to sleep late at night
At the beginning of the new year, there are mixed feelings for Shenzhen Salubris Pharmaceuticals Co.Ltd(002294) investors who are about to usher in the first trading day of 2022. The company issued two announcements on the evening of January 3: first, in the fourth quarter of 2021, the provision for asset impairment of Suzhou Huanchen, a wholly-owned subsidiary, was RMB 121 million; Second, the listing application of enaestat tablets was accepted by the State Food and drug administration.
the controlling shareholder directly reduced the loan interest of RMB 590 million! Equivalent to four times the profit in the first three quarters. Investors: it's time to take off their hats
On the evening of January 3, 2022, Yunnan Metropolitan Real Estate Development Co.Ltd(600239) announced that kanglv group, the controlling shareholder of the company, decided to adjust the loan interest rate for the company in 2021. After the adjustment, the loan interest payable by the company to kanglv group in 2021 will be reduced by about 590 million yuan. In the first three quarters of 2021, the company made a profit of 139 million yuan, and the reduced interest amount is equivalent to four times of the company's profit in the first three quarters. Some investors said: "I'm going to take off my hat!"
up 60% and have to cut off the meat! After five years of hard work, the wishful thinking of venture capitalists failed
With the hazy concept of "brain computer interface", the Innovation Medical Management Co.Ltd(002173) mired in M & A has "caught fire" for a long time, with a maximum increase of more than 60% in the past two weeks. However, a large number of holdings reduction is already on the way. On the evening of January 3, Innovation Medical Management Co.Ltd(002173) issued two announcements, both related to the reduction of holdings.
Maotai New Year gift? It is estimated that last year's revenue exceeded 100 billion for the first time, and the favorable price rise came
On the last day of 2021, Kweichow Moutai Co.Ltd(600519) issued an announcement on the production and operation of the whole year. In 2021, it is expected to achieve a total operating revenue of about 109 billion yuan (including about 93.2 billion yuan for Maotai liquor and about 12.6 billion yuan for series liquor), an increase of about 11.2% year-on-year; The net profit attributable to the shareholders of the listed company is expected to be about 52 billion yuan, a year-on-year increase of about 11.3%. After preliminary accounting, the company will produce about 56500 tons of Maotai base liquor and about 28200 tons of series base liquor in 2021.
57 shares received the highest institutional buy in rating Kweichow Moutai Co.Ltd(600519) and
Statistics show that during the period (December 31 to January 3), a total of 57 stocks were rated as institutional buy. Among them, Kweichow Moutai Co.Ltd(600519) has the highest attention and has won five institutional buy in rating records; Followed by Luzhou Laojiao Co.Ltd(000568) , Tibet Mineral Development Co.Ltd(000762) , Contemporary Amperex Technology Co.Limited(300750) , Ecovacs Robotics Co.Ltd(603486) , all of which have won two institutional buy in rating records. From the perspective of agency rating changes, among the agency buy rating records, 14 rating records are the first concern of the agency, involving Jinzai Food Group Co.Ltd(003000) , Shanxi Meijin Energy Co.Ltd(000723) , Aohua endoscopy and other stocks.
37 shares such as Ning Xia Yin Xing Energy Co.Ltd(000862) 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, 89 stocks appeared in the figure of institutions, of which 37 stocks were net purchases and 52 stocks were net sales. 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) , Shouhang High-Tech Energy Co.Ltd(002665) .
public offering controls the pulse. The structural market of A-Shares in 2022 is expected to continue
In the context of the continuation of the structural market, Huaxia Fund said that it would focus on five types of investment opportunities in 2022: first, industrial chain opportunities driven by new energy power investment that takes into account structural adjustment and steady growth; Second, military industry opportunities with relatively certain performance growth; Third, investment opportunities in the field of state-owned enterprises in line with the policy encouragement direction; Fourth, mass consumption opportunities benefiting from the main line of common prosperity; Fifth, manufacturing investment opportunities benefiting from falling commodity prices.
gold stocks were exposed in January! Kweichow Moutai Co.Ltd(600519) favored for may in a row. Securities companies aim at infrastructure, specialization, innovation and other fields (list)
Looking forward to the future, there are great differences among securities companies. Some securities companies said that looking forward to January 2022, the macro environment is stable, China's liquidity is stable and loose, fiscal policy is gradually strengthened, credit is slowly expanded, which is conducive to equity assets as a whole, and the restless market in spring can be expected.
Some securities companies remain cautious. Shanxi Securities Co.Ltd(002500) said that looking forward to 2022, taking into account the background of downward fundamentals, relatively abundant macro capital and neutral and cautious mood, we believe that the systematic risk and overall opportunity of the A-share market are small, and the upward trend space of the index is limited, but the market is not short of structural market. In terms of sectors, most securities companies are optimistic about infrastructure, specialization and innovation, consumption, big finance and other sectors.
