Today (March 18), the daily report of A-share listed companies mainly includes: Fujian Start Group Co.Ltd(600734) after realizing the 21 limit, it announced the suspension and verification again Hangzhou Everfine Photo-E-Info Co.Ltd(300306) 5 days, the share price doubled, and Shenzhen set up the ESOP for nearly five years, which is eager to clear its positions quickly China Minsheng Banking Corp.Ltd(600016) 18 billion shares were frozen Ping An Insurance (Group) Company Of China Ltd(601318) increase cash dividends for 10 consecutive years Sealand Securities Co.Ltd(000750) issued the annual report of 2021, etc
hot company trends:
21 Lianban big demon stock suspension verification! Shareholder: I want to eat noodles again just after I come in
Another demon stock suspension verification Fujian Start Group Co.Ltd(600734) announced the suspension for verification again after realizing the 21 limit. Some shareholders were stunned, “just come in and eat noodles?” On the news, the implementation of Fujian Start Group Co.Ltd(600734) reorganization plan is completed, and the actual controller is changed to Fujian SASAC.
On March 17, Fujian Start Group Co.Ltd(600734) announced that the company’s stock price has increased significantly recently, and it has touched abnormal fluctuations in stock trading for many times during this period. From March 10, 2022 to the closing on March 17, 2022, the company’s shares rose by the limit for six consecutive trading days, with a cumulative increase of 34.02%. In view of the recent large fluctuation of the company’s share price, in order to safeguard the interests of investors, the company checked the fluctuation of stock trading.
5 day share price doubled deep set of nearly 5 years of employee stock ownership plan is ready to be cleared! Attention letter
Due to the concept of “electronic identity”, the stock price of Hangzhou Everfine Photo-E-Info Co.Ltd(300306) rose 96.03% in five trading days from March 10 to 16, with the limit rising for three consecutive trading days. Catching up with the high point of the stock price, the company’s “Yuanyuan Changyi No. 2” employee stock ownership plan sold out all 560100 shares on March 16. This “quick throw” action has attracted the attention of the market and Shenzhen Stock Exchange.
China Minsheng Banking Corp.Ltd(600016) 18 billion shares frozen! The shareholder oceanwide group is involved in the debt dispute of insurance enterprises again shareholding ratio continues to decline
Due to the bond transaction dispute with Qianhai life insurance, 70% of China Minsheng Banking Corp.Ltd(600016) shares of oceanwide group, which is deeply involved in the debt vortex, were frozen. Since the second half of last year, the shareholding ratio of “oceanwide system” in China Minsheng Banking Corp.Ltd(600016) has gradually decreased from 6.94% to 5.83%.
On March 17, China Minsheng Banking Corp.Ltd(600016) announced that nearly 1.8 billion non tradable A shares held by the bank’s shareholder China Oceanwide Holdings Co.Ltd(000046) Group Co., Ltd. (hereinafter referred to as “oceanwide group”) were subject to judicial freezing, judicial marking and waiting freezing, accounting for 4.11% of the bank’s total share capital and 70.46% of the bank’s shares held by oceanwide group and its persons acting in concert.
dividends 431 billion Ping An Insurance (Group) Company Of China Ltd(601318) consecutive 10 years to increase cash dividends! The dawn of life insurance reform is beginning to appear! What is the new layout in the future
In 2021, Ping An still handed over an answer sheet of steady progress under the violent fluctuation of the external environment. On March 17, Ping An Insurance (Group) Company Of China Ltd(601318) disclosed the business performance report of 2021. According to the financial report, the company realized an operating profit of 147961 billion yuan attributable to the shareholders of the parent company, with a year-on-year increase of 6.1% and an operating roe of 18.9%. The net profit attributable to shareholders of the parent company was 101618 billion yuan, a year-on-year decrease of 29%, which was mainly affected by the company’s impairment provision and other adjustments on China Fortune Land Development Co.Ltd(600340) related investment assets.
In this context, Ping An has always shown its pride in shareholder returns. On the one hand, the growth of core business promotes the continuous improvement of cash dividend level. In 2021, Ping An distributed dividends to shareholders of RMB 2.38 per share in cash, an increase of 8.2% year-on-year, with a total dividend of about RMB 43.1 billion. It is worth mentioning that this is Ping An Insurance (Group) Company Of China Ltd(601318) consecutive 10 years to increase cash dividends.
On the other hand, Ping An is also increasing its repurchase efforts. In August 2021, Ping An launched a 10 billion yuan repurchase plan to repurchase A-Shares of the company at a repurchase price of no more than 82.56 yuan / share. As of the press time of the Chinese reporter of the securities firm, Ping An has repurchased 3.9 billion yuan of A-share shares, and the remaining 6 billion yuan will continue to be repurchased at an opportunity.
“bull market flag bearer” first annual report is coming! Wealth management transformation thickening income another 24 business performance report of family bonds
The annual report of A-share “bull market flag bearer” was disclosed. On the evening of March 17, Sealand Securities Co.Ltd(000750) released the annual report of 2021, which is also the first annual report of 2021 released by A-share listed securities companies: the annual operating revenue of the company was 5.170 billion yuan, an increase of 15.36% year-on-year; The net profit attributable to the parent company was 765 million yuan, a year-on-year increase of 5.41%.
In addition to Sealand Securities Co.Ltd(000750) , as of March 17, 20 A-share listed securities companies have disclosed the 2021 performance express, another 4 have disclosed the performance forecast, and the net profit of 24 securities companies has increased over the same period of last year. In the view of institutions, the current valuation of securities companies still does not match their performance and asset quality. It is recommended to actively layout and grasp the main line of wealth management and industry leaders
which shares are institutions buying recently
Statistics show that among the dragon and tiger lists in the past five trading days, 83 stocks have appeared in the figure of institutions, of which 29 stock presentation institutions have net purchases and 54 stock presentation institutions have net sales.
The top three institutions in net purchases in the past five days are Yonghui Superstores Co.Ltd(601933) , China Meheco Group Co.Ltd(600056) , Qingdao Zhongzi Zhongcheng Group Co.Ltd(300208) , with net institutional capital inflows of 381 million yuan, 282 million yuan and 167 million yuan respectively. In addition, the top stocks sold by institutions are Ningbo Menovo Pharmaceutical Co.Ltd(603538) , Guangzhou Wondfo Biotech Co.Ltd(300482) , Boc International (China) Co.Ltd(601696) etc. the net outflow of institutional funds is 453 million yuan, 368 million yuan and 339 million yuan respectively.
160 companies won institutional research (list attached)
Statistics show that in the past five trading days (from March 11 to March 17), about 160 companies in the two cities have been investigated by institutions. The types of research institutions show that securities companies have investigated 146 companies, that is, 91.25% of the research activities of listed companies have been participated by securities companies; 121 fund companies were surveyed, ranking second; 76 insurance companies were surveyed, ranking third.
In the institutional research list, a total of 57 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) was surveyed by 304 institutions, ranking second in the list Chow Tai Seng Jewellery Company Limited(002867) , Eastroc Beverage (Group) Co.Ltd(605499) and others were investigated by 217 and 121 institutions respectively.
participating in the fixed increase of listed companies public and private institutions “team” gold digging
The enthusiasm of institutions to participate in the fixed growth of listed companies continued to rise. Since this year, many public and private institutions such as Huaxia Fund, CAITONG fund and Gaoyi assets have frequently “teamed up” to participate in fixed growth. However, even if the discount during participation provides a certain “safety cushion”, with the market adjustment, the latest share prices of many companies have been lower than the additional offering price, and many participating institutions have temporarily suffered floating losses. Industry insiders believe that participating in fixed growth in volatile cities is still a better means to obtain excess returns, but we need to be more cautious about the selection of individual stocks.
a number of foreign-funded institutions said they were optimistic about the Chinese market Goldman Sachs: still super match China
A number of foreign-funded institutions said that overseas funds did not withdraw from the A-share market as rumored in the market, but gradually increased their holdings and oversupplied to the Chinese market. At present, the A-share market has become attractive. We have observed some positive policy signals and can be more optimistic in the future.
Allianz investment pointed out that in order to seize the benefits of the government’s easing of monetary policy and increasing financial support, investors may consider adjusting the allocation of China’s stock market to stock markets and industries that are expected to benefit. In the A-share market, wealth management is expected to benefit from the investment opportunities brought by the increase of family wealth and the growth of financial investment demand. There are also investment opportunities in the long-term trend towards healthy living and new technologies, including augmented reality and virtual reality technologies and semiconductor supply chains.
Morgan Stanley said that the voice of the meeting of the financial stability and Development Committee of the State Council mentioned the issues of greatest concern to the market, which is a positive sign. The agency currently maintains the standard configuration of China’s stock market and believes that the rebound may be more sustained if there are the following further trends. First, the adjustment of covid-19 policy; Second, if the global geopolitical tension improves, it will help China’s ERP (stock risk premium) decline; Third, the real estate market is more stable; Fourth, more coordination in policy implementation between different government functions; Fifth, revitalize the offshore IPO market and rebuild investors’ confidence in the growing, high-quality and investable offshore stock market.
