Looking back on the performance of gold stocks of securities companies in March, the best gold stocks are Chengdu Jafaantai Education Technology Co.Ltd(300559) , and the most bear gold stocks are Chow Tai Seng Jewellery Company Limited(002867) . Coming into April, on the macro level, institutions pay more attention to geographical conflicts, international interest rate spreads and the impact of epidemic prevention and control. On the market, institutions mostly focus on economic data, individual stock annual reports and first quarter reports. According to the latest gold stocks of securities companies in April, most institutions in the industry favor the fields of food and beverage, power equipment, electronics, medicine and biology. Among them, Hunan New Wellful Co.Ltd(600975) , Chongqing Fuling Zhacai Group Co.Ltd(002507) , Longi Green Energy Technology Co.Ltd(601012) and other five stocks are favored by many institutions. Are there any companies you are optimistic about?
According to the data of China stock market news choice, looking back on the market performance of securities companies’ gold stocks in March, the top three increases are Chengdu Jafaantai Education Technology Co.Ltd(300559) (40.69%), Hangzhou Binjiang Real Estate Group Co.Ltd(002244) (18.33%), Wens Foodstuff Group Co.Ltd(300498) (14.06%), and the top three decreases are Chow Tai Seng Jewellery Company Limited(002867) (- 27.81%), Wingtech Technology Co.Ltd(600745) (- 27.45%), Anhui Yingjia Distillery Co.Ltd(603198) (- 26.08%).
Among the gold stocks in April, institutions paid more attention to the fields of food and beverage (8), power equipment (6), electronics (5) and medicine and Biology (5). In terms of individual stocks, Hunan New Wellful Co.Ltd(600975) , Chongqing Fuling Zhacai Group Co.Ltd(002507) , Longi Green Energy Technology Co.Ltd(601012) , Quectel Wireless Solutions Co.Ltd(603236) and Chongqing Zhifei Biological Products Co.Ltd(300122) were recommended by many institutions. Among them, Hunan New Wellful Co.Ltd(600975) share price, the leading stock of Hunan pig breeding, performed well. It has closed up 55.67% against the trend since the beginning of the year, and the Shanghai and Shenzhen 300 closed down 13.89% in the same period. However, in terms of performance, the company had previously predicted that the net profit attributable to shareholders of listed companies would reach – 180 million yuan to – 270 million yuan in 2021, mainly due to the sharp decline in the price of pigs and the continuous rise in the price of feed raw materials Zheshang Securities Co.Ltd(601878) believes that with the gradual elimination of the impact of non plague, the company’s slaughter volume is expected to reach 1.1 million in 22 years, double that in 21 years, the company’s production capacity is expected to accelerate the de melting, and the reversal of pork cycle is expected to continue to strengthen. In addition, the company’s leasing mode has the advantages of cost reduction and efficiency increase, management reform stimulates organizational vitality, and continuously improves epidemic prevention conditions and management level at the bottom of the pig cycle. At the current time point, the company has rich production capacity reserves and sufficient funds, which can ensure steady development at the bottom of the cycle.
According to the annual report forecast of securities companies’ gold stocks, the performance pre increase shares are mostly focused on the power equipment and electronics sectors. Specifically, Ningbo Shanshan Co.Ltd(600884) , Yunnan Yuntianhua Co.Ltd(600096) and Boe Technology Group Co.Ltd(000725) ranked among the top three in terms of net profit growth, with year-on-year growth of 2356%, 1260% and 416% respectively. Among them, Ningbo Shanshan Co.Ltd(600884) also disclosed the pre increase announcement of Q1 performance on the 28th: it is estimated that the net profit attributable to the shareholders of the listed company in the first quarter of 2022 will be RMB 75 Anhui Huamao Textile Company Limited(000850) 00, with a year-on-year increase of 148% to 181%. Cinda Securities believes that the company’s lithium battery material business has ushered in a period of great development. At present, the supply of negative electrode graphitization is tight. With the production of the company’s new projects, it is expected to achieve both volume and price increases. At the same time, the company’s cathode business has actively expanded its overseas business and entered the fast lane of the power market after introducing BASF, a global chemical material giant.
For April, Everbright Securities Company Limited(601788) believes that positive factors in the market are brewing and is optimistic about the performance of A-Shares in April. Under the influence of various risk factors, the market performed poorly in March, but the influence of various risk factors is weakening at present. At the macro level, the recent balance profits handed over by the central bank and the meeting of the Finance Committee held on March 16 further clarified that there may be more positive in the future at the macro level. At the micro level, some companies have recently disclosed positive operating data from January to February. In addition, the current repurchase scale of the company is at an all-time high. At the level of China US relations, on March 23, the office of the US trade representative announced that it would resume the tax exemption for some imported goods from China. Considering the current China US relations and the US China economy, China US economic and trade relations may move towards further easing in the future.
In terms of industry configuration, Western Securities Co.Ltd(002673) emphasizes that prosperity is the best defense. It is suggested to pay attention to three main lines: ① the annual report and the performance of the first quarter report can determine the prosperity of new energy, semiconductor, medicine, military industry and so on. ② The necessary consumption sectors such as agriculture, food, textile and clothing benefiting from inflation expectations remain the main focus of the year. ③ Along the clues of epidemic repair, offline economic recovery related industries such as social service, retail, catering, shipping and traditional media are ushering in the layout window period.
