A shares recovered in early trading, led by the NMN concept. Nearly 200 shares had a return on net assets of more than 10% in 2021, and these shares maintained a high roe for ten consecutive years.
multiple positive blessings, more than 3000 shares were popular in early trading
In the morning trading on March 21, the three major A-share indexes opened higher. As of 11:30, the Shanghai index rose 0.02%, the Shenzhen Component Index rose 0.43% and the gem index rose 0.51%. A total of 3021 shares were popular in the whole market, and the profit-making effect "came back".
The performance of A-Shares in early trading today was not unexpected. Over the weekend, a number of institutions, media and foreign institutions voiced their common view that the current valuation of A-Shares is very attractive, and foreign investors continue to be optimistic about Chinese assets. In addition, central bank today launched a 30 billion yuan reverse repurchase operation by means of interest rate bidding, which means that the central bank puts liquidity into the market
By the end of midday trading, the market value of A-share companies had increased by more than 460 billion yuan in total, and the increase in the market value of power equipment, medicine, biology and electronics industries ranked among the top three, all exceeding 50 billion yuan . The market value evaporation amount of the financial sector ranks first, and the evaporation amount of banks and non bank finance exceeds 35 billion yuan.
nmn sector is favored again
4-share collective board
From the perspective of sectors, the rise of NMN concept is absolutely ahead Hunan Er-Kang Pharmaceutical Co.Ltd(300267) "20cm" limit, Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Shaanxi Kanghui Pharmaceutical Co.Ltd(603139) , Xiwang Foodstuffs Co.Ltd(000639) strong limit, these four companies have been on the board for two consecutive days.
Full name of NMN“ β- Nicotinamide mononucleotide "is a naturally occurring bioactive nucleotide. There are many applicable groups, including middle-aged and elderly people, people who stay up late and so on. NMN supplementation can increase the content of NAD + (coenzyme) in human body and play an anti-aging role.
20 of the concept stocks rose collectively in the morning, with a total net inflow of institutional funds exceeding 600 million yuan and a net inflow of Xiamen Kingdomway Group Company(002626) , Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Hunan Er-Kang Pharmaceutical Co.Ltd(300267) exceeding 100 million yuan; Among them, Xiamen Kingdomway Group Company(002626) NMN finished products have been produced in American factories, and the first batch of DRB brand NMN products have been listed in tmall flagship store.
Russian stock market will open at 15:00
According to China Central Television News, on the 18th local time, the Russian Central Bank announced that it would gradually resume trading on the Moscow stock exchange from March 21 (15:00 Beijing time), which is also a "big event" that global capital is looking forward to.
How will the Russian stock market, which has been closed for 15 trading days, be able to withstand the pressure under the heavy impact? From the perspective of the global stock market, during the closing of the Russian stock market, the global important indexes rose and fell differently. From March 1 to 18, the average rise and fall of the global important markets were negative. The markets of Australia, India, the United States, Brazil, Japan and other countries rose, while the A shares, the United Kingdom and France fell, with the European stock market falling mainly.
From today's morning trading, as of 11:00, the average Asia Pacific stock market in the transaction rose slightly, the stock indexes of India, New Zealand and Japan rose by more than 0.5%, and the stock indexes of South Korea, Thailand and Indonesia fell by more than 0.2%.
Although Russia promised to have US $10 billion of capital support when resuming trading, the shares of Russian enterprises listed abroad plummeted during the closing period, and professional institutions are not optimistic about the upcoming recovery of the Russian stock market.
nearly 200 shares, with a return on net assets of more than 10% in 2021
The rate of return on net assets reflects the income level of shareholders' equity, which is used to measure the efficiency of the company's use of its own capital; The higher the value, the higher the return of the company's investment. Return on net assets is also one of the "important magic weapons" of Warren Buffett's stock selection.
According to the statistics of securities times · databao, among the stocks that have published the annual report, 330 disclosed the return on net assets (ROE) in 2021. The median roe is 11.71%, which is basically the same as that of the same company in 2020.
In terms of individual stocks, nearly 60% of companies with roe of more than 10% accounted for nearly 200 shares in 2021; There are 63 companies with more than 20%, including Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Huaqin technology, Xinjiang Daqo New Energy Co.Ltd(688303) and other 4 shares with more than 50%.
Compared with the same period in 2020, roe increased by more than half year-on-year. Roe of Cloud Live Technology Group Co.Ltd(002306) , Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) , Jiangsu Sopo Chemical Co.Ltd(600746) and other stocks increased by more than 35 percentage points in 2021 compared with the previous year. The base of return on net assets of these companies was low due to performance losses in 2020.
89 shares with roe exceeding 10% for 5 consecutive years
The short-term high return on net assets can not reflect the real return of the company. According to statistics from data treasure, from 2017 to 2021, from 2017 to 2021, a year that has been five years in a row with more than 10% roee for more than 10% in five consecutive years, from 2017 to 2021, from 2017 to 2021, from 2017 to 2021, from 2017 to 2021, from 2017 to 2021, from 2017 to 2021, from 2017 to 2021, from 2017 to 2021, from 2017 to 2021, for five consecutive five consecutive years in five consecutive years, with 89 companies with more than 10 companies with more than 10% and 89 companies with more than 10, 10, 9, respectively, 13, 10, 9, respectively, 13, 10, 10, and 9, 89 companies with more than 10% roes with more than 10% than 10%, 89 companies with more than 10% of which have more than 10% of companies with more than 10% roes than 10% of companies with more than 10, and bank shares only \ on the list.
From the average return on net assets of each industry in the past five years (take the average roe of each company in the past five years and calculate the industry average), the roe of 11 industries exceeds 10%, including commerce and retail, steel, medicine and biology and other five industries. Industries with low roe include transportation, light industry and manufacturing.
From the perspective of industry market performance, 17 industries have risen on average since 2017. The pharmaceutical and biological, power equipment, food and beverage, bank sector has increased by more than 200% on average, of which the pharmaceutical and biological stocks have increased by nearly 380% on average since 2017.
Textile and clothing, light industry manufacturing and other industries fell by more than 10% on average.
20 shares maintain high roe for ten consecutive years
15 shares are added by institutions
Further, among the above 89 shares, only 20 companies have roe of more than 10% for 10 consecutive years from 2012 to 2021, and only Toly Bread Co.Ltd(603866) , Changchun High And New Technology Industries (Group) Inc(000661) for more than 15% for 10 consecutive years. The share price of the former has increased slightly since 2017, and that of the latter has more than doubled. Most of these companies are leaders in subdivided fields, with a market value of more than 10 billion, including China Merchants Bank Co.Ltd(600036) , Ping An Insurance (Group) Company Of China Ltd(601318) , Wanhua Chemical Group Co.Ltd(600309) , Hangzhou First Applied Material Co.Ltd(603806) and other 100 billion market value stocks, with an average increase of more than 120% since 2017.
From the return on net assets, the roessuch as Shandong Dawn Polymer Co.Ltd(002838) , Chongqing Fuling Zhacai Group Co.Ltd(002507) , Ping An Insurance (Group) Company Of China Ltd(601318) also declined.
From the change in corporate ownership (not including the general legal person) from the change in corporate ownership (not including the general legal person), 15 shares are being acquired, and 15 shares are being added to the 15 shares. A ring on a chain, and fromthe change in the change in the change in the way to the change in the stock holding (not including the general legal person). 15 shares are being acquired, and 15 shares are being added to a 15 share. The ring on a ring to the chain, 15 shares are being added to a warehouse, and the ' of a 15, of a 15, and the Shandong Taihe Water Treatment Technologies Co.Ltd(300801) Shandong Taihe Water Treatment Technologies Co.Ltd(300801) Shandong Taihe Water Treatment Technologies Co.Ltd(300801) andother four shares increased their positions by more than 1 percentage point.
Since March, as of March 18, March 18, the end of March 18, March, the March 18, the 18 March of March, the end of March 18, the average 20 share average of 20 shares has more than 8% of the average callback of 20 shares, the average callback of 20 shares more than 8% more than the average callback of 20 shares, the average callback of the average of 20 shares since the March 18, the 18 March of March, the 18 March of the 18 March, the 18 March of March 18, the average of 20 shares in the 18 March of March 18, the average of 20 shares has more than 8% more than 8% more than 8% of the average callback of 20 shares, the average callback of the average of the average of the average of 20 shares of 20 shares, the 123 567 bucked the trend and rose by more than 5%.
