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7 after the limit board Yango Group Co.Ltd(000671) another thunder share price fell in response to the limit
On March 29, Yango Group Co.Ltd(000671) opened low and went low. As of press time, the stock fell by the limit. On the news, Yango Group Co.Ltd(000671) 3 on March 28, the company announced again that due to the periodic shortage of the company’s liquidity, the company failed to pay the principal and interest of “sunshi 5.3 01 / 11 / 22”, “sunshi 0.2503 / 18 / 22” and “sunshi 8.25 11 / 25 / 23” overseas bonds on schedule; 19 Yango Group Co.Ltd(000671) ppn001 shall pay the principal and interest on March 22, 2022. By the end of the payment date, the company has failed to raise sufficient funds to pay the principal and interest as agreed, and the directional debt financing instruments in this period cannot pay the principal and interest on schedule.
The company said that in order to resolve the company’s debt risk, the company is fully coordinating all parties to actively raise funds and discuss various ways to solve relevant problems. In fact, prior to this announcement, Yango Group Co.Ltd(000671) announced for the first time in February this year that the interest of about 170 million yuan of two overseas bonds could not be cashed.
In addition, Yango Group Co.Ltd(000671) announced on March 18 that it should not pay the interest of overseas bonds on schedule, which accelerated the maturity of the company’s debt financing instruments “17 Yango Group Co.Ltd(000671) mtn001”, “17 Yango Group Co.Ltd(000671) mtn004”, “20 Yango Group Co.Ltd(000671) mtn001”, “20 Yango Group Co.Ltd(000671) mtn003”. As of the announcement date, Yango Group Co.Ltd(000671) failed to obtain the exemption from the cross protection provisions of the above accelerated maturity bonds, that is, failed to pay the accumulated principal and interest of the above accelerated maturity bonds in full, totaling RMB 5.028 billion.
It is worth noting that since March 16, Yango Group Co.Ltd(000671) share price has increased by 106%. As of yesterday’s closing, Yango Group Co.Ltd(000671) had recorded seven trading limits in nearly nine trading days.
In terms of performance, affected by the lower than expected sales performance, Yango Group Co.Ltd(000671) in the performance forecast disclosed in January this year, it is expected that the net profit attributable to shareholders of listed companies will lose 4.5 billion yuan to 5.8 billion yuan in 2021. The next day, Yango Group Co.Ltd(000671) received the attention letter from Shenzhen Stock Exchange.
Yango Group Co.Ltd(000671) in his reply to the Shenzhen Stock Exchange, he also publicly disclosed the difficulties he was facing. By the end of September 2021, Yango Group Co.Ltd(000671) accumulated interest bearing liabilities had reached 84.938 billion yuan. Among them, interest bearing liabilities due within one year amounted to 24.798 billion yuan, accounting for 29.2%; The interest bearing liabilities due within 1-2 years are RMB 36.567 billion, accounting for the highest proportion, up to 43.05%.
welcome policy support again infant and child concept development Shanghai Aiyingshi Co.Ltd(603214) , Dalian My Gym Education Technology Co.Ltd(002621) . etc. daily limit
The expenditure on infants and young children with care and care can be offset against a tax, which is a good boost, and the concept of infant and child, with the concept of infant and child being the 29th day of the month. The concept of the concept of the child and the concept of the child and child rising in the intraday on the 29th. As of press time, Poten Environment Group Co.Ltd(603603) 62214 and so on. On the news side, the recently issued notice of the State Council on the establishment of special additional deduction of personal income tax for the care of infants and young children under the age of 3 makes it clear that the relevant expenses of taxpayers for the care of infants and young children under the age of 3 shall be deducted according to the standard quota of 1000 yuan per infant per month. The policy will be implemented from January 1, 2022.
The relevant person in charge of the tax administration department of the Ministry of Finance and the income tax department of the State Administration of Taxation said that the special additional deduction policy of personal income tax for the care of infants and young children under the age of 3, as one of the supporting measures to optimize the fertility policy, reflects the state’s encouragement and care for the people’s childbirth and upbringing, and is conducive to reducing the burden of the people on raising children. After the implementation of the policy, families with infants under the age of 3 will benefit from it.
Yang Chang, head of the policy group and chief analyst of Zhongtai Securities Co.Ltd(600918) Research Institute, said that according to the calculation, the parents of more than 1.85 million infants born between 2019 and 2021 can enjoy the special additional deduction policy for the care of infants under 3 years old.
Yang Chang pointed out that due to the people involved in the special additional deduction of individual income tax, the first is the people who need to pay individual income tax. According to the data of the National Bureau of statistics in 2021, about 70.16 million people need to pay personal income tax, equivalent to 4.97% of the national population. According to the data of the National Bureau of statistics, the national birth population from 2019 to 2021 was about 37.27 million. If the age structure of 70.16 million people is assumed to be consistent with the age structure of the national population, the national consistent birth rate level is used. According to the proportion of 4.97%, the parents of more than 1.85 million infants born between 2019 and 2021 can enjoy the special additional deduction policy for the care of infants under the age of 3.
Citic Securities Company Limited(600030) believes that according to the data of “the seventh Census”, China’s birth rate will drop to 8.52 ‰ in 2020. Following the clear direction of the top-level policy, local governments accelerated efforts in the fields of education equity, women’s employment, maternal and child medical security, housing security and other fields, and made breakthroughs in relevant policies of direct financial stimulus.
Guosen Securities Co.Ltd(002736) said that under the continuous policy catalysis and the general trend of consumption upgrading, the scale of mother and baby market is still expected to achieve structural improvement in the future. In the field of maternal and infant retail, it is suggested to pay attention to Kidswant Children Products Co.Ltd(301078) , Shanghai Aiyingshi Co.Ltd(603214) , which have the ability of channel expansion, digital operation advantages and membership system construction; In the field of maternal and infant daily chemicals, it is suggested to pay attention to the leading daily chemical enterprises that build maternal and infant washing and care brands based on their own R & D ability, brand strength and multi-channel operation ability, such as Yunnan Botanee Bio-Technology Group Co.Ltd(300957) , Shanghai Jahwa United Co.Ltd(600315) , etc.
titanium dioxide prices keep rising annual performance is commendable can concept stocks rebound
On March 29, the concept of titanium dioxide continued to rise. As of press time, Gpro Titanium Industry Co.Ltd(000545) limit, Guangdong Huiyun Titanium Industry Co.Ltd(300891) , Fujian Kuncai Material Technology Co.Ltd(603826) , Shan Dong Lubei Chemcal Co.Ltd(600727) and other stocks led the rise. In terms of news, China’s titanium dioxide showed an upward trend in 2021. Affected by the rising cost of raw and auxiliary materials and the booming demand in Chinese and foreign markets, the market price remained high. According to the statistics of the titanium dioxide sub center of the productivity promotion center of the chemical industry, the price of rutile titanium dioxide and anatase titanium dioxide increased by 22% and 39% respectively at the end of 2021 compared with the beginning of the year.
At the same time, Chinese listed companies related to titanium dioxide also made a lot of profits last year. As of March 27, among the 12 titanium dioxide related enterprises that have published the 2021 annual performance report and performance forecast, 10 listed enterprises have doubled their net profit in 2021. Among them, Anhui Annada Titanium Industry Co.Ltd(002136) , Sichuan Anning Iron And Titanium Co.Ltd(002978) , Shan Dong Lubei Chemcal Co.Ltd(600727) released performance reports show that the net profit in 2021 is 185 million yuan, 1435 million yuan and 493 million yuan respectively, with a year-on-year increase of 184.57%, 104.85% and 113.62% respectively.
East Asia Qianhai Securities pointed out that recently, the state has successively issued a number of policies to help the development of new infrastructure. The new infrastructure is expected to drive the traditional infrastructure industry to usher in a new round of prosperity. As an upstream product of the traditional infrastructure supply chain, driven by new and old infrastructure, the demand for titanium dioxide is expected to usher in further growth in the future, and the relevant targets under the prosperity of titanium dioxide market may benefit.
Shengang Securities said that the supply pattern is still good, and the rising cost is one of the driving forces for the continuous price increase of titanium dioxide, which is widely used in industries such as coatings, inks, papermaking and plastics. The agency pointed out that the rising price of titanium dioxide will play a thickening role in the company’s performance. Considering that the supply and demand of titanium dioxide is still good, the industry boom pattern is expected to continue.
agricultural sector is active aquatic products and seed stocks perform well Zhongnongfa Seed Industry Group Co.Ltd(600313) triple board
The agricultural sector had an active intraday trend on the 29th, with bright performances in aquaculture, seed industry and pork concept. As of press time, in terms of aquatic stocks, Dahu Aquaculture Co.Ltd(600257) , Zoneco Group Co.Ltd(002069) , Shanghai Kaichuang Marine International Co.Ltd(600097) , Cnfc Overseas Fisheries Co.Ltd(000798) , etc. rose by the limit; In terms of seed stocks, Zhongnongfa Seed Industry Group Co.Ltd(600313) limit; Pork stocks, Fujian Aonong Biological Technology Group Incorporation Limited(603363) limit, Henan Shuanghui Investment & Development Co.Ltd(000895) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) gains ahead.
It is worth noting that Zhongnongfa Seed Industry Group Co.Ltd(600313) has been trading for three consecutive trading days. The company announced yesterday that after self-examination, no media reports or market rumors that may have a significant impact on the company’s stock trading price were found, and the concept of market hot spots was not involved. China Huanong Asset Management Co., Ltd., a wholly-owned subsidiary of China Agricultural Development Group Co., Ltd., the actual controller of the company, increased 8778200 shares of the company on March 9, 2022, accounting for 0.81% of the total share capital of the company. China Huanong Asset Management Co., Ltd. plans to continue to increase its holdings of the company’s shares with its own funds within 6 months from the date of this increase, and the cumulative increase is planned to be no less than 1% and no more than 2% of the company’s total share capital (including the increased shares this time).
For pig breeding, Guotai Junan Securities Co.Ltd(601211) pointed out that in the coming second quarter, the performance of large market value pig breeding varieties will be more eye-catching than that in the first quarter, mainly due to two factors: 1) rotation effect. In the previous stage, small market value varieties performed eye-catching based on significant valuation, position and market value advantages. After entering the second quarter, with the gradual disappearance of valuation and position disadvantages of large market value varieties, they even became advantages, The performance is expected to be significantly stronger than that in the first quarter, and the rotation performance can be expected; 2) Certainty accelerates. Large market capitalization varieties have higher requirements for certainty, and certainty will accelerate in the second quarter. On the one hand, quantitative change to qualitative change, and the range of capacity removal is expected to exceed the threshold; On the other hand, it is expected to see an inflection point around June. With the help of both sides, the certainty will be significantly enhanced, and the recognition of large market value varieties will be further accelerated.
In terms of planting industry, the agency believes that the boom is expected to exceed expectations; 1) The direction of crude oil is set, the price of crude oil is high, and the overall price is still expected to exceed expectations, laying the tone for the planting Shenzhen Agricultural Products Group Co.Ltd(000061) boom; 2) In China, based on the position of the supply cycle and the level of external dependence, the prosperity of varieties such as beans, corn, sugar, wheat and rice will show in varying degrees. Beans are highly dependent on foreign countries, and their prices have increased significantly. Affected by late sowing, the output of wheat is expected to decline slightly in 2022. At the same time, the rise in wheat prices weakens the effect of wheat replacing corn, Geographical events affect corn imports, the contradiction between corn supply and demand appears, and pay attention to relevant theme opportunities.
Northeast Securities Co.Ltd(000686) believes that the global and Chinese grain prices are in a clear upward trend. At this stage, it is suggested to focus on five types of investment targets related to the planting industrial chain: 1) the company’s own participation in Shenzhen Agricultural Products Group Co.Ltd(000061) planting directly benefits from the rise of grain prices; 2) The company is mainly engaged in land contracting business, and the rise of grain price is conducive to the increase of land rent; 3) For seed enterprises, the rise in grain prices has high farmers’ enthusiasm for planting land, which is conducive to the increase in the share of leading cities (leading companies are more inclined to buy high-priced and high-quality seeds only if their seeds are expensive and their planting income is high); 4) For grain circulation enterprises, the rising stage of grain prices is equal to buying low and selling high. The turnover rate of circulation enterprises is high, and the increase of gross profit margin also has a great impact on net profit; 5) For Shenzhen Agricultural Products Group Co.Ltd(000061) processing enterprises of Tob, the selling price of their products can be directly transmitted to downstream b-end customers, benefiting from the growth of revenue scale.
covid-19 strong lifting of detection concept Hangzhou Alltest Biotech Co.Ltd(688606) ” 20cm ” daily limit first quarter net profit increased significantly in advance
Covid-19 detection concept rose strongly in the intraday session on the 29th. As of press time, Hangzhou Alltest Biotech Co.Ltd(688606) “20cm” limit, Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Xilong Scientific Co.Ltd(002584) and other limits, and an Xu biology, Beijing Hotgen Biotech Co.Ltd(688068) , Guangzhou Wondfo Biotech Co.Ltd(300482) , Andon Health Co.Ltd(002432) .
Hangzhou Alltest Biotech Co.Ltd(688606) yesterday issued an announcement on the pre increase of performance in the first quarter of 2002. According to the preliminary calculation of the financial department, the net profit attributable to the owners of the parent company is expected to reach 1.03 billion yuan to 1.19 billion yuan in the first quarter of 2022, an increase of 879722500 yuan to 1039722500 yuan compared with the same period of last year (legally disclosed data), an increase of 585.4% to 691.87% year-on-year. The company said that during the reporting period, the epidemic situation outside China was still repeated, the company continued to be committed to covid-19 epidemic prevention and control, and covid-19 testing business orders continued to grow steadily, resulting in a large-scale increase in the company’s performance in the first quarter of 2022 compared with the same period last year.
Wanlian Securities pointed out that under the background of repeated epidemics in China, the state attaches great importance to covid-19 from detection to isolation to treatment, and the implementation of supporting medical insurance policies one after another, the listed companies related to covid-19 pneumonia industrial chain have benefited, including 1) IVD industrial chain (manufacturers whose antigen detection products have been approved to be listed in China, manufacturers whose antigen detection products have been approved to be listed abroad (it is expected that China will obtain certificates in the future) and IVD upstream raw material enterprises); 2) Covid-19 specific drug industry chain (covid-19 specific drug R & D enterprises, covid-19 specific drug commercialization enterprises, covid-19 specific drug upstream enterprises, covid-19 specific drug R & D outsourcing enterprises and enterprises that have obtained the imitation right of nimatovir, one of the components of Pfizer covid-19 oral drug paxlovid); 3) Covid-19 pneumonia treatment related traditional Chinese medicine industry chain.
Huawei helps the digital transformation of coal industry three factors contribute to the high scenery of smart mine (with shares)
On March 28, Huawei announced at the performance conference that it had released 11 landscape solutions for key industries such as government, transportation, finance, energy and manufacturing, and established legions of coal mines, smart roads, customs and ports to integrate resources and serve customers efficiently. Guo Ping, Huawei’s rotating chairman, said that the coal Corps hopes to help “dig coal in suits and ties” and use Huawei’s long-term accumulated ICT technology to promote the digital transformation of the coal industry.
Anxin Securities pointed out that the essence of intelligent mine is to realize the fine management of fewer people and even no one. From the three directions of efficiency, safety and benefit, the overall transformation of the mine deeply integrates big data, artificial intelligence, automatic control and industrial Internet with modern mine development technology to form a complete intelligent system of comprehensive perception, real-time interconnection, analysis and decision-making, autonomous learning, dynamic prediction and collaborative control of the mine, so as to achieve the intelligent operation of design plan, excavation and mining, lifting transportation, production assistance and ore washing, Realize the production process less and unmanned.
The smart mining industry has entered a stage of rapid development and has broad market prospects. Three factors have contributed to the high outlook of the industry: clear policies for increasing production and long-term cooperation, and a significant increase in short-term profits of coal mining enterprises; Huawei plans smart mines and promotes the process of industry standardization; The state continues to formulate relevant policies on mine safety and intelligent production. The fine coal and safety management under the three mountains will be the main line in the future, and the further modification of the recent “coal safety regulations” will enhance the certainty of the smart mine. Key recommendations include Chongqing Mas Sci.& Tech.Co.Ltd(300275) , Hefei Gocom Information Technology Co.Ltd(688367) , Beijing Longruan Technologies Inc(688078) , Uroica Precision Information Engineering Co.Ltd(300099) , Zhengzhou Coal Mining Machinery Group Co.Ltd(601717) , Tiandi Science & Technology Co.Ltd(600582) and China Coal Energy Company Limited(601898) .
