Today (January 5), the daily of A-share listed companies mainly includes: China Mobile officially returns to A-share; Titanium dioxide leading enterprise Gpro Titanium Industry Co.Ltd(000545) announced price increase; The share price soared 8 times in 40 trading days, and Andon Health Co.Ltd(002432) enlarged the move; Xiangpiaopiao Food Co.Ltd(603711) announced a maximum price increase of 8%; The first securities firm issued an annual performance forecast, and the annual net profit of Citic Securities Company Limited(600030) was no less than 17.6 billion.
hot company trends:
China Mobile officially returned to a shares! Investors can earn up to six years of phone bills in a single sign, but others earn a lonely
On the second day of the market opening in 2022, China Telecom Corporation Limited(601728) , A-Shares ushered in a super big Mac again. On the morning of January 5, after 24 years, China Mobile (600941. SH) officially returned to A-Shares and was listed on the main board of Shanghai Stock Exchange. At the Shanghai Stock Exchange, Yang Jie, chairman of China Mobile Group, and Dong Xin, managing director of China Mobile Group, jointly sounded the bell, ringing this historic moment.
China Mobile’s return to A-Shares also broke the nearly ten-year fundraising record of A-Shares set by China Telecom Corporation Limited(601728) last August. On October 23, 1997, China Mobile was listed on the Hong Kong stock exchange, setting a precedent for central enterprises. Today, China Mobile landed in A-Shares and became the “first share of red chip companies returning to the A-share main board”, which is another milestone in the development of China Mobile. It is worth mentioning that with the listing of China Mobile on the Shanghai Stock Exchange, the three operators have officially “joined hands” in a shares.
price increase of 1000 yuan / ton! Another titanium dioxide company followed up the price increase, and the performance of several leading companies increased by more than 100%
On the first working day of 2022, the leading titanium dioxide enterprise Gpro Titanium Industry Co.Ltd(000545) announced that the sales price of anatase and rutile titanium dioxide of the company would be increased by 1000 yuan / ton for various Chinese customers and 150 dollars / ton for various international customers on the basis of the original price. Previously, Lb Group Co.Ltd(002601) , Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) , Guangdong Huiyun Titanium Industry Co.Ltd(300891) and other listed companies announced that the sales price of various models of titanium dioxide would be increased by 1000 yuan / ton from January 1, 2022.
According to the Research Report of Everbright Securities Company Limited(601788) , the price of raw and auxiliary materials in the upstream of titanium dioxide increased greatly in 2021. As of October 2021, the annual average import price of China’s titanium concentrate was US $309.52/ton, a year-on-year increase of 46.6%. Lb Group Co.Ltd(002601) it has its own capacity of titanium ore and titanium chloride slag, forming a whole industry chain pattern from titanium ore mining and beneficiation to the processing of high titanium slag, rutile and other raw materials, and then to titanium dioxide by sulfuric acid method, titanium dioxide by chlorination method, sponge titanium and other products; In 2021, the company’s production capacity of 500000 tons of titanium chloride slag in Panxi was put into operation, further ensuring the supply of titanium dioxide raw materials for chlorination process, effectively avoiding the price risk of raw materials, and promoting the significant growth of the company’s net profit.
50 yuan stock 6.49 yuan free! Big bull stocks soared 8 times in 40 days and enlarged the bidding equity. Incentive objects enjoy multiple floating profits
The share price soared 8 times Andon Health Co.Ltd(002432) in 40 trading days. The equity incentive plan for 2021 was issued on January 4, 2022. From now on, 7.37 million stock options were granted to 353 people at an exercise price of 6.49 yuan / share. The company closed at 51.85 yuan / share on January 4, which also means that the profit space of incentive objects is nearly 7 times. As of the afternoon of January 5, Andon Health Co.Ltd(002432) share price fell by the limit to 46.67 yuan / share, more than 25% higher than the high of 59 yuan / share on December 31.
the price of milk tea is going up! Xiangpiaopiao Food Co.Ltd(603711) announced a maximum price increase of 8%! Leading companies have announced the impact of price increases?
The food and beverage industry continues to rise. On the evening of January 4, the first share of cream Shanghai Hi-Road Food Technology Co.Ltd(300915) (300915) and milk tea faucet Xiangpiaopiao Food Co.Ltd(603711) (603711) both officially announced price increases, mainly due to the continuous rise of raw materials and other costs. Among them, Shanghai Hi-Road Food Technology Co.Ltd(300915) products increased by 5% to 8%, while Xiangpiaopiao Food Co.Ltd(603711) raised the price of solid brewing milk tea products by 2% to 8%. It is worth noting that since last year, price increase letters have been issued in many fields, such as condiments, beverages, snack foods, processed foods and even daily necessities, and the trend of price increase of raw materials continues.
really made a lot of money! The first securities firm issued an annual performance forecast Citic Securities Company Limited(600030) with an annual net profit of no less than 17.6 billion
On January 4, Citic Securities Company Limited(600030) issued an announcement on the pre increase of performance in 2021. This is the first A-share brokerage to issue a performance pre increase announcement. According to the announcement, Citic Securities Company Limited(600030) it is expected that the net profit attributable to the shareholders of the parent company in 2021 will not be lower than the level of the first three quarters of 2021, that is, not less than RMB 17.645 billion, an increase of not less than 18.41% over the whole year of 2020.
As for the main reasons for the pre increase in performance, Citic Securities Company Limited(600030) said that China’s economy has overcome the impact of the epidemic, continued to improve, the capital market has developed vigorously, and all businesses will develop in a balanced and steady manner in 2021. Specifically, Citic Securities Company Limited(600030) the net brokerage fee income in the first three quarters was 10.9 billion yuan, a year-on-year increase of 28%; The net income from investment banking fees was 5.6 billion yuan, a year-on-year increase of 24%; The net income from asset management business was 8.6 billion yuan, a year-on-year increase of 60%; The investment income was 16 billion yuan, a year-on-year increase of 4%.
43 shares such as Beijing Tongrentang Co.Ltd(600085) 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, 97 stocks appeared in the figure of institutions, of which 43 stock presentation institutions bought net and 54 stock presentation institutions sold net. 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) , Beijing Tongrentang Co.Ltd(600085) . At the same time, among the longhubang stocks that landed in Shanghai and Shenzhen in the past five trading days, the sales department net bought larger stocks are Unigroup Guoxin Microelectronics Co.Ltd(002049) , Tibet Summit Resources Co.Ltd(600338) , Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) .
42 shares such as Byd Company Limited(002594) won the institutional buy in rating
Statistics show that 42 stocks received institutional buy rating on January 4. Among them, Kweichow Moutai Co.Ltd(600519) has the highest attention and has won 8 institutional buy rating records; The second is Byd Company Limited(002594) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Anhui Jinhe Industrial Co.Ltd(002597) , which has won the institutional buy rating records for 3 times, 3 times and 2 times respectively. From the perspective of agency rating changes, among the agency buy rating records, 11 rating records are the first concern of the agency, involving Jiangxi Hongdu Aviation Industry Co.Ltd(600316) , Shanghai Supezet Engineering Technology Corp.Ltd(688121) , Wuxi Rural Commercial Bank Co.Ltd(600908) and other stocks.
unveiling of 2022 institutional investment territory of public and private placement and foreign capital
Looking forward to 2022, many blue chip fund managers are optimistic. In their view, the structural market is expected to continue. Du Meng, deputy general manager of Shanghai Investment Morgan fund, believes that A-Shares have changed from trading market to allocation market, equity investment has become an important part of household assets, and the proportion of allocation will continue to increase. In the long run, China’s equity market will become one of the most attractive categories of assets at home and abroad. After nearly a year of adjustment, the overall valuation correction of the market has been largely completed. For stock investment, the beginning of 2022 may be a better time point for layout.
can retail investors of some insurance stocks “follow the car” when foreign investors increase their positions against the market?
According to the data, in 2021, foreign capital increased positions by The People’S Insurance Company (Group) Of China Limited(601319) , China Pacific Insurance (Group) Co.Ltd(601601) , China Life Insurance Company Limited(601628) and New China Life Insurance Company Ltd(601336) . As of December 31, 2021, the shareholding of foreign capital in The People’S Insurance Company (Group) Of China Limited(601319) and China Pacific Insurance (Group) Co.Ltd(601601) has soared by 91% and 39% respectively compared with that at the beginning of 2021. At the same time, foreign capital’s holdings of Xishui Strong Year Co.Ltd Inner Mongolia(600291) decreased significantly, and the shareholding at the end of the year decreased by 77% compared with that at the beginning of the year.
really made a lot of money! The first securities firm issued an annual performance forecast Citic Securities Company Limited(600030) with an annual net profit of no less than 17.6 billion
41 listed securities companies have disclosed the performance of the first three quarters. From the revenue of listed securities companies in the first three quarters of 2021, nearly 90% of securities companies achieved year-on-year growth, and the revenue of only five securities companies decreased year-on-year.
Specifically, Citic Securities Company Limited(600030) ranked first with a revenue of 57.812 billion yuan, Haitong Securities Company Limited(600837) and Guotai Junan Securities Co.Ltd(601211) ranked second and third with a revenue of 34.839 billion yuan and 31.907 billion yuan respectively. Huatai Securities Co.Ltd(601688) , Gf Securities Co.Ltd(000776) , China Galaxy Securities Co.Ltd(601881) ranked the third echelon with revenue of 26.907 billion yuan, 26.871 billion yuan and 26.103 billion yuan respectively. The revenue of Shenwan Hongyuan Group Co.Ltd(000166) , China Merchants Securities Co.Ltd(600999) , China International Capital Corporation Limited(601995) , China Securities Co.Ltd(601066) in the first three quarters also exceeded 20 billion yuan. In addition, the revenue of five securities companies is between 10 billion yuan and 20 billion yuan.
In terms of net profit, among the 41 securities companies, 31 securities companies increased year-on-year in the first three quarters of last year, accounting for 75.61%. Among them, the net profit attributable to the parent company of four securities companies has exceeded 10 billion yuan, namely Citic Securities Company Limited(600030) , Haitong Securities Company Limited(600837) , Guotai Junan Securities Co.Ltd(601211) and Huatai Securities Co.Ltd(601688) , while there is only Citic Securities Company Limited(600030) in the same period of 2020.
