Baijiu plate to regain institutional concern.
organization hot comments on the annual performance of Maotai
14 stocks have more than 20% room to rise
New year’s day has passed, and Spring Festival holidays are coming. Baijiu plate is attracting widespread concern. In the first two weeks, Wuliangye Yibin Co.Ltd(000858) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Jiugui Liquor Co.Ltd(000799) and other Baijiu shares were recommended. From December 31st to January 6th, the leading companies such as Kweichow Moutai Co.Ltd(600519) , Luzhou Laojiao Co.Ltd(000568) and Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) also gained scores of agencies.
According to the statistics of securities times · data treasure, in the past week, a total of 21 shares were rated as “buy type” by three or more institutions (including buy, overweight, strong recommendation and recommendation). Baijiu Kweichow Moutai Co.Ltd(600519) ranks the top in terms of rating, up to 31 , Luzhou Laojiao Co.Ltd(000568) and Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) two Baijiu shares have received 4 institutional concerns. The ratings of Byd Company Limited(002594) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Zhejiang Hangke Technology Incorporated Company(688006) and Anhui Jinhe Industrial Co.Ltd(002597) were participated by 9, 6, 5 and 5 institutions respectively.
The announcement on production and operation in 2021 was issued on January 1. After preliminary accounting, in 2021, the company produced 56500 tons of Maotai base liquor and 28200 tons of series base liquor; It is expected to achieve a total revenue of 109 billion yuan (including 93.2 billion yuan for Maotai liquor and 12.6 billion yuan for series liquor), an increase of 11.2% year-on-year; The net profit attributable to the parent company is expected to be 52 billion yuan, a year-on-year increase of 11.3%.
Citic Securities Company Limited(600030) said that the company’s operation in 2021 was in line with expectations, and the production target of Maotai base liquor was exceeded. The ton price of Maotai liquor has made a great contribution, the volume and price of series liquor have risen simultaneously, the price increase is still expected, and the dividends of structural optimization and channel reform are to be released. Baijiu track, long slope thick snow, Moutai brand moat is significant, firmly optimistic about long-term investment value. It is worth noting that Maotai’s share price has been falling all the way since the high point on December 24, with a cumulative decline of 6.5%. The latest price fell by 2000 yuan / share to 1982.22 yuan / share, and the total market value evaporated by 266.151 billion yuan.
According to the statistics of data treasure, among the above 21 stocks, 14 stocks unanimously predicted a rise of more than 20%. Guangzhou Automobile Group Co.Ltd(601238) , Ecovacs Robotics Co.Ltd(603486) , Bloomage Biotechnology Corporation Limited(688363) , Byd Company Limited(002594) ranked first, accounting for 72.65%, 64.5%, 55.55% and 54.27% respectively; The space of Anhui Honglu Steel Construction(Group) Co.Ltd(002541) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) and Anhui Jinhe Industrial Co.Ltd(002597) is also more than 40%; Baijiu plate Luzhou Laojiao Co.Ltd(000568) , Kweichow Moutai Co.Ltd(600519) also has room for improvement, 21.82%, 21.16%.
the chemical industry has attracted the attention of institutions
17 shares rose more than 10%
Affected by the holidays, the number of agency ratings decreased slightly. According to data treasure statistics, in the past week, 58 institutions conducted 381 ratings, and 261 shares were rated as “buy type”.
In terms of market, 261 shares have fallen by an average of 0.54% since the recommendation day. Among them, nearly 50% of the stocks rose, and 17 stocks rose more than 10%. excluding the newly listed new shares, Skyworth Digital Co.Ltd(000810) performed best, and the stock price rose by 29.3%; In addition, Wangneng Environment Co.Ltd(002034) , Qingdao Daneng Environmental Protection Equipment Co.Ltd(688501) , Citic Press Corporation(300788) increased by more than 15%.
According to the “buy in” rating stocks of Shenwan industry, chemical industry has been far ahead in recent one week, and 37 stocks have been rated by the agency; Since then, 23 shares, 18 shares, 18 shares, 18 shares and 17 shares of pharmaceutical, biological, electronic, mechanical equipment, computer and electrical equipment were listed respectively, accounting for 50.19% of the total; Food and beverage, transportation and other industries have also received more attention from institutions.
In terms of rating trends, three stocks were upgraded by agencies. Huachuang Securities said that S.F.Holding Co.Ltd(002352) the inflection point of fundamentals has been established, cost control and new business loss reduction or help profit repair, the upward trend is clear, and it is in the period of strategic opportunity for market value repair; Chongqing Three Gorges Water Conservancy And Electric Power Co.Ltd(600116) as the only power rationing and listing platform of the Three Gorges group, the company’s electricity price rise performance is very flexible, and there is broad growth space for entering comprehensive energy services. It is expected to take advantage of the opportunity of the new power system; Shanghai Aerospace Automobile Electromechanical Co.Ltd(600151) recently announced the divestiture of auto parts business, Northeast Securities Co.Ltd(000686) believes that this move will focus on the main business, concentrate resources on the development of auto parts heat system industry and enhance core competitiveness. At the same time, as the only listing platform of the eighth Academy of Astronautics, the company has high expectation of asset injection and raised its rating to “buy”.
(data treasure)
