editor’s note:
In the first quarter of this year, although the A-share market continued to adjust, it could not stop the pace of bull stocks. Among them, the most courageous is Fujian Start Group Co.Ltd(600734) which has increased more than four times since the first quarter.
\u3000\u3000 NO1. Fujian Start Group Co.Ltd(600734) Fujian Start Group Co.Ltd(600734)
first quarter increase: 410.61%
Recently, there have been some strong bull stocks on the market Fujian Start Group Co.Ltd(600734) passed the bankruptcy reorganization and “came back from the dead”. After three resumption inspections this month, it still continued to rise the limit. As of the closing on March 29, it has won 24 trading boards in a row.
The reporter of investment express noted that Fujian Start Group Co.Ltd(600734) landed in the capital market in 1996 under the halo of “China’s first it listed company”. The net profit of the company showed continuous losses from 2018 to 2020, and the net assets were negative in 2019 and 2020. The share price fell below 1 yuan at one time and was on the verge of delisting risk. By the end of September 2021, the net assets of the company were -1.396 billion yuan. If the net assets are still negative at the end of this year, the listing of the shares will be terminated. At the end of last year, the company launched a reorganization plan, and Fujian SASAC became the actual controller of Fujian Start Group Co.Ltd(600734) Fujian Start Group Co.Ltd(600734) released the announcement of earnings forecast. It is estimated that the operating income in 2021 will be about 974 million yuan, the net profit attributable to the parent company will be 590 million yuan to 767 million yuan, and the net assets at the end of 2021 will be about 444 million yuan. The company has basically lifted the delisting risk.
\u3000\u3000 NO2. Huitong group (603176)
first quarter increase: 347.76%
On the A-share market, the newly listed Huitong group has unlimited scenery. Five trading days since the opening of the market in the year of the tiger, Huitong group has gained five trading limits, which is different from the ordinary trading limit. Huitong group has a big shock and high turnover. On February 11, the trading volume was 941 million yuan, down from 1.11 billion yuan the previous trading day, but the turnover rate reached 60.02%. The previous trading day, the turnover rate was as high as 73.5%. Since this year, the share price of Huitong group has soared from 2.04 yuan / share to 10.97 yuan / share, with a cumulative increase of 347.76%, ranking second in the A-share market.
\u3000\u3000 NO3. Zhejiang Construction Investment Group Co.Ltd(002761) 00276 7
first quarter increase: 304.52%
In recent trading days, the A-share building energy conservation sector has received continuous attention. Among them, Zhejiang Construction Investment Group Co.Ltd(002761) continues to walk out of multiple limit boards. Its share price has risen nearly 400% since February 7. Zhejiang Construction Investment Group Co.Ltd(002761) has risen 16 times in 26 trading days, which is amazing. Meanwhile, since February 7, Zhejiang Construction Investment Group Co.Ltd(002761) has issued several announcements of abnormal fluctuations in stock trading, and the trading has been suspended for verification since February 22. During this period, the company issued risk tips, saying that the company’s main business is construction and industrial manufacturing, engineering services, infrastructure investment and operation and other businesses supporting the main construction industry chain. Up to now, the company’s operation and internal and external business environment have not changed significantly.
\u3000\u3000 NO4. Jinzhou Jixiang Molybdenum Co.Ltd(603399) Jinzhou Jixiang Molybdenum Co.Ltd(603399)
first quarter increase: 278.70%
In the first quarter of 2022, a “lithium battery” stock rose quietly, and Jinzhou Jixiang Molybdenum Co.Ltd(603399) accumulated an increase of 278.70%, more than twice. It all comes from a paper announcement on January 6, Jinzhou Jixiang Molybdenum Co.Ltd(603399) said that it plans to purchase 100% equity of Hunan Yongshan held by Ningbo Yongshan in cash of 480 million yuan to cross-border enter the lithium battery industry. As for the reasons for the acquisition, Jinzhou Jixiang Molybdenum Co.Ltd(603399) said that the company is in the production and processing industry of molybdenum. Affected by macroeconomic fluctuations, changes in upstream and downstream market demand and other factors, the industry fluctuates greatly, resulting in performance fluctuations of the company in recent years. This time, it is planned to extend the business segment to the field of new energy through the acquisition of the target company.
\u3000\u3000 NO5. Nanjing Hicin Pharmaceutical Co.Ltd(300584) Nanjing Hicin Pharmaceutical Co.Ltd(300584)
first quarter increase: 194.35%
The concept of A-share speculation is emerging one after another. Looking back this year, the “King” of concept stocks is Nanjing Hicin Pharmaceutical Co.Ltd(300584) . Data show that Nanjing Hicin Pharmaceutical Co.Ltd(300584) has started a round of rising market since this year. As of March 29, the increase in the year was nearly twice, ranking fifth in the list of bull stocks of listed companies (excluding new shares).
On January 7, Nanjing Hicin Pharmaceutical Co.Ltd(300584) announced that the company had received the notice of approval for supplementary application for drugs of esmeprazole sodium for injection approved and issued by the “State Food and Drug Administration”. The product passed the consistency evaluation of the quality and efficacy of generic drugs, and agreed with the company to change the drug production process, change the supplier of excipient disodium edetate, and change the drug quality standard.
In fact, the company’s main drugs are only related to the treatment of stomach diseases and cannot belong to the concept stock of “Helicobacter pylori” in the full sense. Therefore, Nanjing Hicin Pharmaceutical Co.Ltd(300584) is not on the list of “anti Helicobacter pylori concept stocks”. Nevertheless, Nanjing Hicin Pharmaceutical Co.Ltd(300584) was still severely fired, and three self-examination announcements of the company’s changes were issued. The enthusiasm of the capital did not cool down until the performance forecast was issued.
\u3000\u3000 NO6. 6 Hainan Haiyao Co.Ltd(000566) 00056
first quarter increase: 172.91%
In just 13 trading days, there were 10 trading limits, China Meheco Group Co.Ltd(600056) became one of the listed companies with the highest increase in A-Shares in the first quarter, with a cumulative increase of 172.91% and a market value of more than 35 billion yuan.
According to the data of the dragon and tiger list, 6 Shaanxi International Trust Co.Ltd(000563) on March 15, the top five seats bought were: institution only, institution only, Shanghai Stock connect only, the second business department and the first business department of China stock market news securities Lhasa East Ring Road, with a total purchase of more than 550 million yuan. On March 18, the latest trading day, the top five seats were: Citic Securities Company Limited(600030) Xi’an Zhuque Street business department, Guotai Junan Securities Co.Ltd(601211) Hangzhou Wuxing Road business department, Shanghai Stock connect special, China stock market news securities Lhasa East Ring Road second business department and first business department, with a total purchase of 1.06 billion yuan.
\u3000\u3000 NO7. Tianjin Tianbao Infrastructure Co.Ltd(000965) Tianjin Tianbao Infrastructure Co.Ltd(000965)
first quarter increase: 158.96%
On March 16, Tianjin Tianbao Infrastructure Co.Ltd(000965) stock opened at 2.93 yuan and was soon pulled up to the limit price of 3.25 yuan / share. Since then, the stock price has risen continuously. As of March 28, the closing price was 6.97 yuan / share, with a cumulative increase of 136.27% in nine trading days and a cumulative turnover rate of 127.45%.
According to the data of the Dragon Tiger list on March 28, Tianjin Tianbao Infrastructure Co.Ltd(000965) was listed due to the top five securities whose daily increase deviated from the value by 7%. The total purchase and sale of the top five securities were 204 million yuan and 193 million yuan, with a net purchase of 108275 million yuan. Among them, Zhejiang branch of Shengang Securities Co., Ltd. ranked first in the purchase amount, with a net purchase of 43.015 million yuan Guotai Junan Securities Co.Ltd(601211) Shanghai Jiangsu Road Securities Business Department ranks first in the sales amount, with a net sales of 669414 million yuan.
\u3000\u3000 NO8. Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089)
first quarter increase: 125.73%
In the first three quarters of 2021, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) achieved a main business income of 388 million yuan, a year-on-year decrease of 3.07%. Its net profit attributable to the parent company was 658856 million yuan, a year-on-year decrease of 22.36%. The main reasons for the decline in performance are the rise in the price of upstream raw materials, the increase in employee compensation and the relocation of subsidiaries; At the same time, due to the impact of the epidemic, the company’s overseas sales increased by air, resulting in an increase in transportation costs; The increase in R & D investment leads to an increase in R & D expenses. But the decline in performance can not stop the enthusiasm of investors. On March 1, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) share price continued the strength of the previous trading day and rose all the way after the opening. As of the closing, it closed at 163.02 yuan / share, an increase of 20%, and the market value exceeded 20 billion yuan for the first time.
Data show that China needs more than 2000 kinds of raw materials and intermediates supporting chemical industry every year, with a demand of more than 2.5 million tons. The key raw material for the production of polymerase preparations is nucleoside (acid). In the field of nucleoside (acid) APIs and pharmaceutical intermediates in China, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) has a leading position and has formed a relatively complete product chain from basic products to high-end products.
\u3000\u3000 NO9. Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815)
first quarter increase: 123.22%
On March 16, Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) again raised the limit, and three limits were recorded within six trading days, with a cumulative increase of 37.05% and a cumulative turnover rate of 144.86%. In the first three quarters, the company achieved a total operating revenue of 831 million yuan, a year-on-year increase of 9.41%, and a net profit of 14 million yuan, a year-on-year decrease of 23.63%. On January 29, the company announced the performance forecast for 2021, and it is expected to realize a net profit of – 15 million yuan to – 10 million yuan, with a year-on-year change range of – 130.91% ~ – 120.61%. The reasons for the performance change are as follows: 1. During the reporting period, due to the influence of the dual control policy and the epidemic, the purchase prices of bulk materials, energy, chemicals and other raw materials of the company increased sharply, resulting in a year-on-year increase in the cost of paper products higher than the year-on-year increase in the sales price, In particular, the gap between the cost increase and the price increase in the fourth quarter further increased, resulting in a decline in the company’s operating profit over the same period of the previous year. 2. During the reporting period, the company increased R & D efforts and actively developed new products with high added value, and the R & D expenses increased over the same period of last year. 3. During the reporting period, the company strengthened the expansion of cloud business, the rental rate of IDC cabinet increased significantly over the same period of last year, and the operating profit of cloud business increased year-on-year.
\u3000\u3000 NO10. Zhonglu.Co.Ltd(600818) Zhonglu.Co.Ltd(600818)
first quarter increase: 118.58%
The old permanent bicycle company Zhonglu.Co.Ltd(600818) has doubled its share price from 11.08 yuan / share to 22.83 yuan / share in just 10 trading days from March 1 to 14, and closed five limit sectors in a row. On March 8 and 11, the company was listed on the dragon and tiger list twice. From the top five of the trading amount, all are hot money.
On March 14, Zhonglu.Co.Ltd(600818) again reminded the risk that since March 1, the closing price of the company’s A-share stock has increased by 93.23%, deviated from the Shanghai stock index by 100.13%, and traded 131 million shares, with a cumulative turnover rate of 55%. The current rolling P / E ratio of the company is 70.77 times, which is significantly higher than the rolling P / E ratio of the same industry of 37.27 times. According to the self-examination of the company, the operation of the company is normal, all subordinate businesses are carried out normally, there are no major matters affecting the abnormal fluctuation of the company’s stock trading price, and there are no major information that should be disclosed but not disclosed.
The company once again made it clear that the capital of Zhonglu group is highly strained, and the company has the risk of passive change of ownership.
