Last week, the portfolio was ahead of gem index, Shanghai Composite Index and small and medium-sized index
The average return of the portfolio rose 0.27% last week, ahead of the gem index and behind the Shanghai Composite Index and small and medium-sized index. Throughout the market indexes, the gem index fell 3.03%, the Shanghai Composite Index fell 4.00% and the small and medium-sized index fell 4.37% last week.
Our portfolio of small and medium-sized stocks this week is Zhejiang Jiaao Enprotech Stock Co.Ltd(603822) , Shengyuan Environmental Protection Co.Ltd(300867) , Cubic Sensor And Instrument Co.Ltd(688665) , Jiangsu Shentong Valve Co.Ltd(002438) , Yijiahe Technology Co.Ltd(603666) , Kunshan Dongwei Technology Co.Ltd(688700) , Sobute New Materials Co.Ltd(603916) .
Focus on individual stocks: Zhejiang Jiaao Enprotech Stock Co.Ltd(603822) , Shengyuan Environmental Protection Co.Ltd(300867) , Cubic Sensor And Instrument Co.Ltd(688665) , Jiangsu Shentong Valve Co.Ltd(002438)
Zhejiang Jiaao Enprotech Stock Co.Ltd(603822) : the company is a leader in the environmental protection plasticizer industry, and the outbreak of biodiesel is imminent. The company has a plan to expand the production of biodiesel at the level of one million tons. At present, the net profit per ton is more than 1000 yuan, and has signed a long-term purchase agreement with shell, which has great performance flexibility under the release of production capacity.
Shengyuan Environmental Protection Co.Ltd(300867) : the company’s main business is waste incineration power generation, with low valuation. Recently, a cooperation agreement has been signed with the Three Gorges to jointly carry out offshore wind power projects. In the next two or three years, the performance is expected to achieve a new leap, and the valuation center will be greatly improved.
Cubic Sensor And Instrument Co.Ltd(688665) : China’s scarce leading enterprises with perfect gas sensor technology platform have entered the vehicle industry, with international competitiveness and high performance growth. Equity incentive is worth looking forward to, so it is recommended to buy.
Jiangsu Shentong Valve Co.Ltd(002438) : Jiangsu Shentong Valve Co.Ltd(002438) metallurgy and nuclear power valve leaders, spent fuel reprocessing business broke out, the secondary market expectation of nuclear power sector was poor, and hydrogen energy valves were imported and replaced, which is expected to be in large volume in 22 years. (Note: “last week” refers to 3.7-3.11, and “this week” refers to 3.14-3.18) list of strategic stock selection:
(1) last week, two companies issued restructuring plans, namely Henglin Home Furnishings Co.Ltd(603661) , Shanghai Haoyuan Chemexpress Co.Ltd(688131) .
(2) last week, eight companies issued project-based additional issuance plans, namely Shenzhen Magic Design & Decoration Engineering Co.Ltd(002856) , Guangzhou Kdt Machinery Co.Ltd(002833) , Zhejiang Ausun Pharmaceutical Co.Ltd(603229) , Tdg Holding Co.Ltd(600330) , Shanghai Junshi Biosciences Co.Ltd(688180) -u, Shenzhen Rongda Photosensitive & Technology Co.Ltd(300576) , Anhui Zhongyuan New Materials Co.Ltd(603527) , Hunan Fangsheng Pharmaceutical Co.Ltd(603998) .
(3) last week, last week, 14 companies last week released the last week. Last week, last week, 14 companies last week, 14 companies released their equity incentive plans, which are respectively the Espressif Systems (Shanghai) Co.Ltd(688018) , Hunan Jiudian Pharmaceutical Co.Ltd(300705) , Cubic Sensor And Instrument Co.Ltd(688665) , Windsun Science Technology Co.Ltd(688663) , Hunan Fangsheng Pharmaceutical Co.Ltd(603998) , Juneyao Grand Healthy Drinks Co.Ltd(605388) .
The company’s shareholding plan was announced last week.
(5) there was no change of actual controller of the company last week.
(6) no major asset restructuring of the company was terminated last week.
Risk tip: the international environment is changing, the epidemic situation is higher than expected, and the policy is lower than expected
