Industrial hemp segments are on fire, leading stocks rose rapidly, and market demand increased rapidly.
Guilin Layn Natural Ingredients Corp(002166) trading limit again yesterday. Three trading limits were recorded in five trading days, with a cumulative increase of 32.64%. The total market value of the latest A shares reached 6.133 billion yuan Guilin Layn Natural Ingredients Corp(002166) recently disclosed the progress of the US industrial marijuana construction project, which is expected to reach formal mass production before June 30, 2022center>
Recently, the industrial marijuana sector has performed well, with a slight rise. After brewing for many days, the whole line strengthened yesterday, and Guizhou Bailing Group Pharmaceutical Co.Ltd(002424) , Shanghai Shunho New Materials Technology Co.Ltd(002565) , Guizhou Yongji Printing Co.Ltd(603058) , etc. rose one after another.
It is noteworthy that the performance of plant lighting market in a segment related to industrial marijuana is also very bright Inventronics (Hangzhou) Inc(300582) daily limit, Shenzhen Sosen Electronics Co.Ltd(301002) and other forward-looking plant lighting stocks rose sharplycenter>
With the growing demand for plants and lighting in the North American market, the lighting industry has become a new market driven by the increasing demand for plants
According to canopy growth, the global industrial marijuana market has a scale of more than US $300 billion. In 2020, the legal marijuana market space in the United States will be nearly US $18 billion (the largest market in the world), with a year-on-year growth rate of at least 50%. It is expected that the compound growth rate will be maintained at about 20% in the next 10 years, and the market space is expected to reach US $100 billion by 2030.
Guosheng Securities pointed out that at present, indoor cultivation is the mainstream of cannabis cultivation in the United States, which is driving the growth of plant lighting demand. Guosheng securities estimates that the global demand for LED lamps for plant lighting will reach US $3.2 billion in 2021 and US $7 billion by 2026. In 2017, the global plant lighting system market was only about US $3.8 billion; 2027 will rapidly increase to US $17 billion, with a compound annual growth rate of 16%.
According to the statistics of the securities times and databao, there are 8 A shares with plant lighting Inventronics (Hangzhou) Inc(300582) , Shenzhen Sosen Electronics Co.Ltd(301002) and other traditional LED driving power manufacturers have prospectively laid out LED driving power for plant lighting, benefiting from the explosion of market demand and the rapid volume of plant lighting business.
Shenzhen Sosen Electronics Co.Ltd(301002) disclosed the annual report of 2021 after hours yesterday, realizing a revenue of 1.1 billion yuan, a year-on-year increase of 62.74%, and a net profit attributable to the parent company of 129 million yuan, a year-on-year increase of 29.77%. The company plans to distribute a cash dividend of 2 yuan (including tax) for every 10 shares to all shareholders and increase 3 shares for every 10 shares. For the field of LED driving power supply for plant lighting, the company prospectively carried out the R & D layout of LED driving power supply for plant lighting in 2018. In 2021, the company's product revenue of LED driving power supply for plant lighting was 446 million yuan, with a year-on-year increase of 435.69%, driving the rapid growth of the company's operating revenue in this period.
Yesterday, six concept stocks received net purchases of main funds, of which Sanan Optoelectronics Co.Ltd(600703) , Inventronics (Hangzhou) Inc(300582) the main net purchases reached 347 million yuan and 213 million yuan respectively.
next week 53 shares face lifting
According to the statistics of data treasure, 53 shares will be lifted next week, with a total market value of 53.961 billion yuan calculated according to the latest closing price.
Qingdao Rural Commercial Bank Corporation(002958) has the largest lifting market value, and 2.116 billion shares will be listed and circulated next week, mainly the restricted shares of the original shareholders, with the lifting market value of 7.278 billion yuan.
Hangzhou Dadi Haiyang Environmental Protection Co.Ltd(301068) , Ucap Cloud Information Technology Co.Ltd(688228) , Rockchip Electronics Co.Ltd(603893) , Henan Tong-Da Cable Co.Ltd(002560) , Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) , the lifting pressure is small, and the lifting market value is less than 100 million yuan.
In terms of the proportion of the number of banned shares in the total share capital, Ningbo Sunrise Elc Technology Co.Ltd(002937) , Shanghai Yongguan Adhesive Products Corp.Ltd(603681) , the highest proportion of banned shares, more than 50%.
According to data treasure statistics, the 53 shares that will be lifted next week have fallen by an average of 10.41% since March, outperforming the Shanghai index.
Yunnan Energy Investment Co.Ltd(002053) shares have risen 46.47% since March, taking the lead. According to the company's annual report, the operating revenue in 2021 was 2.25 billion yuan, a year-on-year increase of 13.49%; The net profit attributable to the parent company was 250 million yuan, a year-on-year increase of 8.71%. The company announced that by the end of the 14th five year plan (2025), the company will strive to achieve the goal of overall asset scale exceeding 35 billion yuan, operating revenue reaching 4.7 billion yuan and total profit reaching 900 million yuan.
Rockchip Electronics Co.Ltd(603893) , Ningbo Sunrise Elc Technology Co.Ltd(002937) , Suzhou Uigreen Micro&Nano Technologies Co.Ltd(688661) , Hangzhou Dadi Haiyang Environmental Protection Co.Ltd(301068) , Quakesafe Technologies Co.Ltd(300767) and other 7 shares all fell by more than 20%.
At present, 41 shares have issued 2021 performance forecast or express. According to the median forecast or express report, Hangzhou Silan Microelectronics Co.Ltd(600460) is expected to have the highest profit. The company's performance is expected to increase in advance. The predicted net profit is about 1.518 billion yuan ~ 1.531 billion yuan, an increase of 2145% ~ 2165%.
The 2021 performance of Do-Fluoride New Materials Co.Ltd(002407) , Hangzhou Silan Microelectronics Co.Ltd(600460) , No. 9 company WD, Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Hangzhou Chang Chuan Technology Co.Ltd(300604) , Lingnan Eco&Culture-Tourism Co.Ltd(002717) .
