This week (March 21-25), several leading companies in the industry will be lifted, including leading polyurethane industry Wanhua Chemical Group Co.Ltd(600309) , leading photovoltaic enterprise Ginlong Technologies Co.Ltd(300763) , domestic efficacy skin care enterprise Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , etc.
This week, 27 stocks will be lifted, with a market value of about 215709 billion yuan according to the latest closing price.
Among them, the market value of Wanhua Chemical Group Co.Ltd(600309) lifting the ban was 139201 billion yuan, accounting for 54.65%, which was the largest individual stock in the market value of lifting the ban this week The market value of Ginlong Technologies Co.Ltd(300763) , Yunnan Botanee Bio-Technology Group Co.Ltd(300957) lifting the ban was 31.086 billion yuan and 25.815 billion yuan respectively, and the lifting proportion reached 55.58% and 37.81% respectively.
Statistics according to the proportion of lifting the ban
According to the market value of lifting the ban
Wanhua Chemical Group Co.Ltd(600309) lifting the ban, with a market value of more than 100 billion
last year’s revenue exceeded 100 billion
On March 23, Wanhua Chemical Group Co.Ltd(600309) will lift the ban on 1.716 billion shares, with a market value of about 139.2 billion yuan at the latest closing price.
Wanhua Chemical Group Co.Ltd(600309) is known as “chemical Mao”. On March 14, its 2021 annual report released showed that the company achieved a total operating revenue of 145538 billion yuan last year, and its revenue exceeded 100 billion yuan for the first time, an increase of 98.19%; The net profit was 24.649 billion yuan, an increase of 145.47%; The net profit after deducting non recurring profits and losses was 24.356 billion yuan, an increase of 155.2%.
Wanhua Chemical Group Co.Ltd(600309) i the revenue in 2020 and 2019 will be 73.4 billion yuan and 68.1 billion yuan respectively, and 2021 can be described as “one year’s income equals two years”. The reason for the large increase in performance is the significant increase in demand and supply. In terms of demand, with the gradual recovery of the global economy, the market demand for chemical products increases. In terms of supply, the global chemical supply chain fluctuated sharply, the prices of raw materials and global chemical products increased simultaneously, and the prices of raw materials such as pure benzene and chemical coal also increased significantly year-on-year.
Tianfeng Securities Co.Ltd(601162) Tang Jie team believes that in 2021, Wanhua Chemical Group Co.Ltd(600309) polyurethane series, petrochemical series, fine chemicals and new materials series achieved revenue of 60.492 billion yuan, 61.409 billion yuan and 15.464 billion yuan respectively, with a year-on-year increase of 72.8%, 132.5% and 94.2% respectively. The annual sales scale of the three business segments increased significantly, the prices of main products increased, and the sales volume is expected to increase. The company has formed a polyurethane, petrochemical, fine chemicals and new materials industrial cluster with highly integrated industrial chain and highly integrated production.
Since the publication of the annual report in 2021, northbound capital has increased its holdings of Wanhua Chemical Group Co.Ltd(600309) , totaling nearly 4 million shares, for three consecutive days.
\u3000\u3000 6882 Guangdong Tengen Industrial Group Co.Ltd(003003) 64
last year’s outstanding performance
On March 21, Col Digital Publishing Group Co.Ltd(300364) will lift the ban on 135102 million shares, accounting for about 1.86%. On March 25, Beijing Huafeng Test & Control Technology Co.Ltd(688200) will lift the ban on 3.8889 million shares, accounting for about 6.34% The net profit of Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Col Digital Publishing Group Co.Ltd(300364) in 2021 doubled year-on-year.
Semiconductor testing equipment company 6882 Zoje Resources Investment Co.Ltd(002021) achieved an operating revenue of 878 million yuan, with a year-on-year increase of 120.96%; The net profit was 439 million yuan, a year-on-year increase of 120.28% Col Digital Publishing Group Co.Ltd(300364) is expected to make a profit of 90 million yuan to 110 million yuan in 2021, an increase of 84% to 125% over the previous year.
Since Beijing Huafeng Test & Control Technology Co.Ltd(688200) released its annual report on the evening of February 25, the company’s share price has increased by more than 10%. As a local supplier of semiconductor testing machines, Beijing Huafeng Test & Control Technology Co.Ltd(688200) ‘s next goal is epitaxial M & A and R & D of new products.
Founder Securities Co.Ltd(601901) research report said that Beijing Huafeng Test & Control Technology Co.Ltd(688200) further expanded its sales team in 2021, established a wholly-owned company in Southeast Asia, increased its product promotion capacity in Southeast Asia and international markets, and achieved a year-on-year increase in overseas revenue of 20.43%. In addition, the company’s new product sts8300 has received orders from many high-quality customers and has achieved a certain installed capacity, which will enable the company to grow Founder Securities Co.Ltd(601901) it is estimated that the operating revenue of the company from 2022 to 2024 will be 1.29 billion yuan, 1.74 billion yuan and 2.26 billion yuan respectively.
From January to February 2022, Beijing Huafeng Test & Control Technology Co.Ltd(688200) performance also reflected a high boom: the operating revenue was 199 million yuan, an increase of 171.97% year-on-year; The net profit was 105 million yuan, a year-on-year increase of 241.35%.
According to the data, several semiconductor and military theme funds regard Beijing Huafeng Test & Control Technology Co.Ltd(688200) as heavy warehouse stocks.
Col Digital Publishing Group Co.Ltd(300364) is the concept stock of “meta universe”. From the end of October to the middle of December last year, Col Digital Publishing Group Co.Ltd(300364) share price rose from about 5.4 yuan / share to 19.88 yuan / share. Since then, the share price has fallen from 19.88 yuan / share to 11.2 yuan / share.
On November 12 last year, Col Digital Publishing Group Co.Ltd(300364) replied to the letter of concern of Shenzhen Stock Exchange, saying that the company has carried out the layout of “meta universe”, but it is still in the exploratory stage. There is great uncertainty about the future implementation progress of the project and whether it can achieve the expected effect of the company, and it does not have a significant impact on the short-term operating performance of the company.
Col Digital Publishing Group Co.Ltd(300364) said that at this stage, it is mainly to cooperate with external companies to carry out meta universe business in combination with its own high-quality content. At present, the company has established relevant teams of meta universe, including relevant personnel of the company’s literature business department, IP business department, intellectual property business department and R & D center.
