In 2021, A-share structural opportunities emerged. The data show that the Shanghai index rose 4.80%, the Shenzhen Composite Index rose 2.67%, the gem index rose 12.02%, and the science and innovation 50 index rose 0.37%; The CSI 300 index fell 5.2% and the Shanghai 50 index fell 10.06%. Among them, after 28 years, the Shanghai Stock Index reaped the annual line of three consecutive Yang again, with an amplitude of only 12.09% during the year.
from the performance of individual stocks, excluding the new stocks established during 2021, a total of 323 stocks increased by more than 100%, 82 stocks increased by more than 200%, and 24 stocks increased by more than 300%. Among them, the top ten bull stocks rose by more than 370% in 2021. at the same time, the top ten bear stocks all fell by more than 60%, and many of them came from the st plate.
top ten bull stocks: frequent dark horses of new energy
Specifically, Hubei Yihua Chemical Industry Co.Ltd(000422) became the “king of increase” with an increase of 566%, followed by Lecron Industrial Development Group Co.Ltd(300343) , Center International Group Co.Ltd(603098) , Jiangxi Special Electric Motor Co.Ltd(002176) , with an increase of 489%, 471% and 457% respectively, Andon Health Co.Ltd(002432) , St Dexin and Zangger mining also increased by more than 400%; Shenzhen Hemei Group Co.Ltd(002356) , Zhejiang Jinggong Science & Technology Co.Ltd(002006) , Zotye Automobile Co.Ltd(000980) also increased by more than 370%.
It is worth mentioning that from the perspective of industry or main business, Lecron Industrial Development Group Co.Ltd(300343) , Jiangxi Special Electric Motor Co.Ltd(002176) , Zangger mining, Zhejiang Yongtai Technology Co .Ltd(002326) belong to lithium battery industry chain , Center International Group Co.Ltd(603098) , Zhejiang Jinggong Science & Technology Co.Ltd(002006) belong to photovoltaic sector, and can be classified into new energy sector .
top ten bull stocks of A-Shares in 2021
Among them, Hubei Yihua Chemical Industry Co.Ltd(000422) on November 1, 2021, the highest increase once reached 940%, and then fell from the high point of 35 yuan. As of the closing on December 31, the company’s share price closed at 21.31 yuan. The company’s main products are chlor alkali, diammonium phosphate, urea, etc. According to the data, as of September 30, 2021, the prices of diammonium phosphate, urea, PVC and caustic soda increased by about 54.3%, 60.9%, 63.1% and 130.4% respectively year-on-year.
Therefore, the increase in the price of main products thickened the profits. The company turned around its losses in 2021 and took off its hat in June. In the first three quarters of 2021, the company realized an operating revenue of 15.475 billion yuan, a year-on-year increase of 58.26%; The net profit attributable to the parent company was RMB 1.487 billion, a year-on-year increase of 589.97%.
Lecron Industrial Development Group Co.Ltd(300343) ranked second with an increase of 489%, and the total market value also rose from 3.3 billion yuan to 19.6 billion yuan. In fact, Lecron Industrial Development Group Co.Ltd(300343) has suffered losses in the past three years, with losses of 1.954 billion yuan, 1.474 billion yuan and 87.38 million yuan respectively from 2018 to 2020.
The sharp rise of the company’s share price in 2021 was mainly due to the soaring prices of PVDF and R142b. In the first three quarters of 2021, the company turned losses into profits, with an operating revenue of 1.237 billion yuan, a year-on-year decrease of 9.85%; The net profit attributable to the parent company was 163 million yuan, a year-on-year increase of 658.29%.
the new energy vehicle industry chain performed well in 2021, Jiangxi Special Electric Motor Co.Ltd(002176) and Zangger mining successfully got on the fast train of lithium battery.
Jiangxi Special Electric Motor Co.Ltd(002176) at present, it has two lithium mica production lines with an annual capacity of 15000 tons, one production line with an annual capacity of 15000 tons for preparing lithium carbonate from spodumene, one production line with an annual capacity of 10000 tons of lithium hydroxide from spodumene and 5000 tons of lithium carbonate (under construction).
Zangger mining is mainly engaged in potassium chloride and lithium carbonate. At present, its performance is mainly supported by lithium carbonate. The company has a potash mining license of 724.3493 square kilometers in the mining area east of Chaerhan Salt Lake railway, and has obtained the exploration right of 492.56 square kilometers in Dalangtan Heibei potash mine of Mangya Administrative Committee of Qinghai Province. In the first three quarters of 2021, the company achieved 5572 tons of battery grade lithium carbonate and 8390 tons of sales.
Meanwhile, Andon Health Co.Ltd(002432) is the representative of pharmaceutical biology among the top ten bull stocks. It has accumulated an increase of more than 628% in the 35 trading days from November 15 to December 31, 2021, and obtained 23 trading limits during the period. On December 31, the company’s share price fell to 49.55 yuan. It is understood that the sharp rise in the company’s share price is mainly due to the fact that its subsidiary covid-19 antigen home self-test OTC kit has been authorized by the FDA for emergency use.
On December 29, 2021, Andon Health Co.Ltd(002432) said during institutional research that as of December 27, us time, the company had received a total of 47.43 million orders from Massachusetts and other governments. At present, 8.82 million orders have been shipped, US $62.55 million (including advance payment) has been received, and the amount of outstanding orders is US $174.6 million. The sales collection amount of commercial customers is USD 36.19 million, and the sales amount of the company’s website and Amazon in the United States is USD 68.35 million.
According to the data, Andon Health Co.Ltd(002432) the revenue in the first three quarters of 2021 was 790 million yuan, a year-on-year decrease of 50.82%; The net profit was 50.128 million yuan, a year-on-year decrease of 86.19%. judging from the current situation, it is unknown whether the performance of Andon Health Co.Ltd(002432) can support the soaring stock price.
top ten bear stocks: Offcn Education Technology Co.Ltd(002607) bottom
from the decline list, the share price of 28 A-Shares fell by more than 50% in 2021. The top ten bear stocks fell by more than 60%, of which Offcn Education Technology Co.Ltd(002607) and China Fortune Land Development Co.Ltd(600340) were the bottom with 77.63% and 72.16% respectively.
It is worth mentioning that these two stocks were once star listed companies with a market value of 100 billion. By the end of 2021, Offcn Education Technology Co.Ltd(002607) and China Fortune Land Development Co.Ltd(600340) had market values of RMB 48.5 billion and RMB 14.1 billion respectively. At the same time, several other stocks fell by more than 60%, of which 5 came from the st plate.
top ten bear stocks of A-Shares in 2021
The main businesses of Offcn Education Technology Co.Ltd(002607) led the decline were recruitment examination and training, vocational qualification certificate and education improvement, and vocational skill training.
At the beginning of 2021, the company’s share price was still above 40 yuan, with a total market value of more than 200 billion yuan. On July 24, 2021, the opinions on further reducing students’ homework burden and after-school training burden at the stage of compulsory education were issued.
According to the first three quarterly reports of 2021, the company achieved an operating revenue of 6.301 billion yuan, a year-on-year decrease of 15.29; The net loss was 891 million yuan, a year-on-year decrease of 189.77%. The “double reduction” policy superimposed performance losses and other reasons, and the company’s share price continued to decline. As of the closing on December 31, 2021, the company’s share price closed at RMB 786, with a total market value of RMB 48.5 billion.
The main business of China Fortune Land Development Co.Ltd(600340) is industrial new town and related business and commercial real estate and related business.
At the beginning of 2021, China Fortune Land Development Co.Ltd(600340) broke out a debt crisis, with a risk exposure of more than 50 billion and other problems. The company suffered a huge loss of 13.3 billion yuan in the first three quarters of 2021, bank loans and trust loans were unable to be repaid, and the amount of financial products disappeared.
The company’s share price also dropped all the way from the high of RMB 12.85 at the beginning of 2021 to RMB 2.60 at the end of the year, and the market value also decreased from RMB 50.6 billion to RMB 14.1 billion.
The reporter of financial investment daily noted that Contec Medical Systems Co.Ltd(300869) , one of the top ten bear stocks of A-Shares in 2021, soared to 308 yuan on August 24, 2020, that is, on the first day of listing, with an increase of 1061%. The sharp rise of its share price has something to do with the sharp improvement of its performance.
Contec Medical Systems Co.Ltd(300869) was established in 1996. It is an old medical device company. Its main products include blood oxygen and monitoring instruments, and its revenue mainly comes from overseas. In 2020, Contec Medical Systems Co.Ltd(300869) performance soared, with an operating revenue of 1.401 billion yuan, a year-on-year increase of 261.84; The net profit attributable to the parent company reached 613 million yuan, a year-on-year increase of 731.37%.
Unfortunately, the soaring performance of the company has not been continued. In the first three quarters of 2021, Contec Medical Systems Co.Ltd(300869) achieved an operating revenue of 719 million yuan, a year-on-year decrease of 35.27%; The net profit attributable to the parent company was 288 million yuan, a year-on-year decrease of 44.06%.
It is worth noting that among the top ten bear stocks in 2021, St stocks accounted for half, respectively Kaile Science And Technology Co.Ltd.Hubei(600260) , Easy Visible Supply Chain Management Co.Ltd(600093) , Zhengzhou Sino-Crystal Diamond Co.Ltd(300064) , Xinjiang Tianshan Animal Husbandry Bio-Engineering Co.Ltd(300313) , Misho Ecology & Landscape Co.Ltd(300495) , with declines of 71.56%, 68.66%, 67.70%, 64.69% and 61.95% respectively. At the same time, 63 st stocks fell by different ranges in 2021.
(Financial Investment Report)
