Today (March 17), the main contents of the daily of A-share listed companies are: Zibo Qixiang Tengda Chemical Co.Ltd(002408) the road of changing ownership Tahoe Group Co.Ltd(000732) chairman of the board of directors assists in the investigation; CTO resigned due to "differences with the company", and Cambricon Technologies Corporation Limited(688256) share price fell sharply and received the supervision letter Byd Company Limited(002594) raise the prices of relevant new energy models
hot company trends:
cedar industry finally welcomes the "savior" Zibo Qixiang Tengda Chemical Co.Ltd(002408) how will the next step be
Zibo Qixiang Petrochemical Group Co., Ltd. (hereinafter referred to as Qixiang group), the controlling shareholder of Zibo Qixiang Tengda Chemical Co.Ltd(002408) ( Zibo Qixiang Tengda Chemical Co.Ltd(002408) , SZ), and cedar Industry Group Co., Ltd. (hereinafter referred to as cedar industry) finally ushered in the "savior". According to the announcement on the evening of Zibo Qixiang Tengda Chemical Co.Ltd(002408) 316, pagac pearl holding Pte.Ltd. (hereinafter referred to as pagac) will provide financing and liquidity support to cedar industry, and can request to undertake the equity of Qixiang group held by cedar industry (hereinafter referred to as potential share purchase transaction).
burst Tahoe Group Co.Ltd(000732) the chairman assisted in the investigation the company has started the emergency plan Taihe issued a document: never lie flat
On March 16, Tahoe Group Co.Ltd(000732) ( Tahoe Group Co.Ltd(000732) ) announced that the board of directors learned recently that Huang Qisen, chairman and general manager of the company, was assisting relevant authorities in the investigation. The board of directors of the company has launched the emergency plan. Subsequently, Tahoe Group Co.Ltd(000732) issued an open letter through official wechat to express the company's policies on various business activities. "The company also understands that the chairman can participate in the enterprise operation decision-making in an appropriate way in the near future." The open letter pointed out.
CTO resigned due to "differences with the company" Cambricon Technologies Corporation Limited(688256) supervision letter of sharp decline in share price
On March 15, the Shanghai Stock Exchange issued a supervision letter to the company on the resignation of Cambricon Technologies Corporation Limited(688256) core technicians. It is understood that on March 14, Cambricon Technologies Corporation Limited(688256) disclosure announcement said that Liang Jun, the company's core technician, informed the company to terminate the labor contract due to differences with the company, Cambricon Technologies Corporation Limited(688256) the company has handled relevant resignation procedures for him recently, Cambricon Technologies Corporation Limited(688256) also said that Liang Jun will no longer hold any position in the company after his resignation.
raw material prices continued to rise Byd Company Limited(002594) increase the prices of relevant new energy models
Recently, Byd Company Limited(002594) officially released the "explanation on model price adjustment", saying that affected by the continuous sharp rise in raw material prices, Byd Company Limited(002594) vehicles will adjust the official guidance price of new energy models related to dynasty.com and ocean.com by 3 Jointo Energy Investment Co.Ltd.Hebei(000600) 0 yuan. The price adjustment takes effect from 0:00 on March 16. Customers who have paid a deposit before this will not be affected by the price adjustment
57 only performance stock increase was robbed by institutions
Statistics show that among the 1190 stocks with significant growth (an increase of 50% or more) in 2021, 57 were net purchased by institutions from January 18 to March 17. Among them, the net profit of Hoshine Silicon Industry Co.Ltd(603260) year increased by 512.4%, and the net purchase amount of institutions was 694 million yuan, with the largest net purchase amount; There are also Wuxi Shangji Automation Co.Ltd(603185) , Tianqi Lithium Corporation(002466) , Ganfeng Lithium Co.Ltd(002460) and other stocks that have been bought by institutions.
Chow Tai Seng Jewellery Company Limited(002867) etc. 52 shares received 20 research of more than institutions
Statistics show that in the past five trading days (March 10 to March 16), about 140 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 52 companies were investigated by more than 20 institutions Suzhou Maxwell Technologies Co.Ltd(300751) received the most attention, with 501 institutions participating in the research Espressif Systems (Shanghai) Co.Ltd(688018) , Chow Tai Seng Jewellery Company Limited(002867) , Eastroc Beverage (Group) Co.Ltd(605499) and others were investigated by 304, 199 and 121 institutions respectively. In terms of the number of institutional investigations, three companies have been investigated by institutions for three times, namely Beijing Yanjing Brewery Co.Ltd(000729) , Jiangxi Special Electric Motor Co.Ltd(002176) , Bank Of Hangzhou Co.Ltd(600926) , etc.
fund manager position swap public offering actively preparing for the first quarterly report
With the disclosure of the annual reports of listed companies, the positions of some top flow fund managers have surfaced. On the evening of March 15, Xinjiang Daqo New Energy Co.Ltd(688303) released the 2021 annual report, which showed that Xie Zhiyu's Xingquan Herun and Xingquan Heyi management, Xingquan new vision of relocation management, selection of blue chips for investment promotion by Wang Jing management and strict selection of growth of investment promotion Jin'an for one year all appeared among the top ten circulating shareholders of the company. Except for the selected increase of Xinjiang Daqo New Energy Co.Ltd(688303) shares held by China Merchants blue chip, other funds are the top ten circulating shareholders of the new company.
According to the Ningbo Yunsheng Co.Ltd(600366) annual report released on the same day, Nanfang xingrun value managed by Shi Bo holds the top ten circulating shareholders of the new company and Ningbo Yunsheng Co.Ltd(600366) 4470300 shares a year. In addition, China Europe healthcare managed by Glenn increased its stake in Suzhou Nanomicro Technology Co.Ltd(688690) . China Europe healthcare holds Suzhou Nanomicro Technology Co.Ltd(688690) 1363400 shares and is the new top ten circulating shareholders.
rebound process begins to appear how to grasp? These four main lines or leaders
Specifically, the growth main line is regarded by many securities companies as the vanguard of the rebound. Around a quarterly report, Citic Securities Company Limited(600030) believes that the recent focus on lithium, photovoltaic, semiconductor, Baijiu, medicine, construction and other quarterly expected varieties are expected. Huaan Securities Co.Ltd(600909) believes that after substantial adjustment, the valuation level of the market and some industries has returned to a historically low level. The third stage of growth style is a medium-term investment opportunity for the valuation market. At present, it is a good time for layout. Specifically, Huaan Securities Co.Ltd(600909) believes that we can pay attention to the strong growth main line industries represented by new energy (vehicles) and electronics and the industries expected to benefit from valuation diffusion represented by national defense and military industry and computer. In addition, in terms of the main line of growth, Guolian Securities Co.Ltd(601456) suggests paying attention to the theme of meta universe and Web3 0. New energy automobile industry chain, new energy and double carbon, pension and health, etc.
In addition to the main line of growth, the main line of steady growth has also been mentioned by many institutions. Looking at the extended time line, Guosen Securities Co.Ltd(002736) believes that "steady growth" is expected to concentrate in the first half of the year. According to the transmission of policy pulse to the stock market, the stock market in the second quarter is expected to usher in a better configuration window. At that time, it is expected to see the switching from "bear market thinking" to "bull market thinking". Therefore, in sector configuration, we can pay attention to the main lines of "steady growth" such as new and old infrastructure Huaan Securities Co.Ltd(600909) is also optimistic about the stable growth sector which is the weakest constrained by external risks. It is suggested that investors should pay attention to new and old infrastructure fields such as building materials, building decoration, urban pipe network transformation and new power grid construction, as well as real estate and banks with the beginning of the recent downturn.
