This week (March 7-march 11), affected by the fermentation of the epidemic and the conflict between Russia and Ukraine, the performance of the North stock exchange continued to decline: only 4 companies rose and 80 companies fell; The total turnover was 4.703 billion weeks, down from 4.703 billion last week; The overall median price earnings ratio (TTM) was 23.33 times, down from last week, and the median price to book ratio was 2.27 times, down from last week.
In terms of stock price performance of industries and individual stocks, except the automobile industry, all industries fell one after another. The composite utilities, software and medical and health care equipment industries fell significantly. The median decline of individual stocks in the industry was – 13.82%, – 11.70% and – 11.27% respectively.
In terms of individual stocks, the top gainers were Gaishi food (836826. BJ), Hujiang materials (870204. BJ), Keda automatic control (831832. BJ) and senxuan medicine (830946. BJ), up 3.02%, 1.52%, 0.37% and 0.16% respectively. Among the top four enterprises, Gaishi food, Hujiang materials and Kodak automatic control announced good performance one after another. Gaishi food released its 2021 annual report on March 11, saying that the net profit attributable to the owner of the parent company in 2021 was 428442 million yuan, a year-on-year increase of 60.85%; The operating revenue was 344 million yuan, a year-on-year increase of 57.29%. Changhong energy (836239. BJ), Fujitec (835640. BJ), Tongyi Aerospace (871642. BJ), Lude medical (832278. BJ) and AVIC TEDA (836263. BJ) fell by – 15.12%, – 14.73%, – 14.48%, – 14.45% and – 13.82% respectively. Changhong energy’s major asset restructuring received an inquiry letter from the Beijing stock exchange on March 9. The 1.6 billion performance gambling index and 1.2 billion supporting fund-raising received key attention.
In terms of industry valuation, at present, the industries with the highest price earnings ratio valuation are software, aerospace and national defense, and composite public utilities, with price earnings ratios (TTM) of 58.62, 54.68 and 54.06 times respectively; The industries with the highest price to book ratio valuation are biotechnology, software, aerospace and national defense, with price to book ratios of 10.25, 5.16 and 4.45 times respectively. The P / E ratios of commercial services and supplies, franchised retail biotechnology industry are low, which are 15.20, 13.69 and – 4.59 times respectively. The P / b ratios of auto parts, commercial services and supplies and chemical industry are low, which are 1.60, 1.56 and 1.46 times respectively.
Tracking of important announcements of listed companies on the Beijing stock exchange: (1) institutional research. This week, Hanxin Technology (837092. BJ) obtained a survey of institutional investors by means of on-site meeting.
In terms of IPO: there is a new company listed this week: (1) lux shares (832419. BJ), with an issue price of 7.20 yuan / share and an issue price earnings ratio of 21.4 times. It belongs to the food processing industry under the industry classification of the CSRC, with an industry PE of 28.59 times, and its main business is the production and sales of pet food.