Today (March 30), the main contents of the daily of A-share listed companies are as follows: delisting Xinyi fell 72% at the opening, setting the record of the largest decline in the opening of A-share in recent 30 years; Sichuan Jinshi Technology Co.Ltd(002951) who suffered from “big customer dependence” was abandoned by the first big customer again; St Shida disclosed the announcement of abnormal fluctuations in stock trading Wuliangye Yibin Co.Ltd(000858) take out half of the profits to pay dividends; The annual report of “Big Mac” of new energy vehicles has been released
hot company trends:
a shares the worst record in 30 years delisting Xinyi fell 72% at the opening ! During the year, 5 st shares fell by more than 50%
On March 30, delisting Xinyi entered the delisting consolidation period, which lasted 15 trading days. There is no price limit on the first trading day, and the daily price limit thereafter is 10%. The reasons for delisting disclosed in the company’s announcement show that the Shanghai Stock Exchange has implemented major illegal compulsory delisting due to financial fraud. The company’s performance in the past 10 years was also poor. It continued to lose money in 2021, and had a net profit loss in 5 of the previous 9 years.
It is worth pondering that in the process of delisting Xinyi share price callback, bottom hunters were enthusiastic. From the perspective of the number of shareholders, the number of shareholders of the stock was less than 20000 at the end of the first quarter of last year, reached 23830 in the interim report of last year, and further increased to 24087 in the third quarterly report of last year. The turnover of the stock at the end of last year and the beginning of this year is also rising. The turnover exceeded 1.8 billion yuan in December last year and 1.1 billion yuan in January this year, both of which are the highest levels in history.
After the decline in early trading today, the stock has fallen below an all-time low and hit a new low. In terms of the annual stock price performance, the K-line chart of the stock is also basically in line with its performance, with sharp fluctuations and mainly decline. The share price of the stock has fallen for three consecutive years in the past three years, falling more than 30% in 2020 and more than 70% this year. In more than 20 years of listing, Xinyi has been delisted for three times, and the annual line has fallen for three consecutive times.
sudden thunder! Several major projects failed to win the bid this a stock is going to panic
Loss of multiple orders! Sichuan Jinshi Technology Co.Ltd(002951) , suffering from “big customer dependence”, was abandoned by the largest customer again. On March 29, Sichuan Jinshi Technology Co.Ltd(002951) announced that, Jinshi printing, a wholly-owned subsidiary of the company, recently participated in the bidding of project 7, project 9, project 13 and project 14 of Hunan China Tobacco Industry Co., Ltd. (hereinafter referred to as “Hunan China Tobacco”) cigarette box and strip packaging paper procurement and service project (April 2022 June 2024). However, according to the publicity of Hunan China Tobacco’s bid winning candidates, Jinshi printing is not included in the list of bid winning candidates.
surprised! After 24 consecutive 24 limit increases the company’s asset injection expectation has cooled
Incredible! In such a depressed market, a ST company even pulled 24 daily limit sectors, and its market value soared to 8.23 billion yuan. What funds are hyping Fujian Start Group Co.Ltd(600734) ? The reporter noted that one of the driving factors of Fujian Start Group Co.Ltd(600734) this continuous limit rise is the restructuring expectation after the company completes the reorganization. After the reorganization, Fujian big data company will become the controlling shareholder of Fujian Start Group Co.Ltd(600734) and Fujian SASAC will become the actual controller of Fujian Start Group Co.Ltd(600734) .
Many investors believe that the injection of asset companies under Fujian big data into the listed company system will become a matter of certainty.
However, the announcement of abnormal fluctuations in stock trading disclosed by Fujian Start Group Co.Ltd(600734) made it clear that the controlling shareholders of the company have no plans to inject Nebula big data and other assets into the company, and the company and the controlling shareholders have no plans, negotiations, intentions and agreements involving the injection of the above assets or related to these matters that should be disclosed but not disclosed.
115 billion yuan Wuliangye Yibin Co.Ltd(000858) take out half of the Profit Dividend accumulated dividends since listing 496 billion yuan
In 2021, Wuliangye Yibin Co.Ltd(000858) operating performance improved significantly, becoming a listed A-share liquor company with double-digit growth in operating revenue for 24 consecutive quarters. On March 29, Wuliangye Yibin Co.Ltd(000858) ( Wuliangye Yibin Co.Ltd(000858) ) announced that in order to actively repay the support and love of investors for the company, after research, listed companies preliminarily consider that the amount of cash dividends in 2021 should not be less than 11.5 billion yuan (including tax). It should be noted that the dividend amount will reach a record high since Wuliangye Yibin Co.Ltd(000858) listing. 18 cash dividends have been implemented and completed before, with a cumulative dividend of 49.6 billion yuan.
6000 billion yuan market value Byd Company Limited(002594) revenue hit a new high net profit decreased by nearly 3 ! Wang Chuanfu: the industry will accelerate reform in the future
The annual report of “Big Mac” of new energy vehicles has been released. On March 29, Byd Company Limited(002594) disclosed the annual report. In 2021, the operating revenue was about 216.1 billion yuan, an increase of nearly 40% year-on-year, and the average daily operating revenue was nearly 600 million yuan, a record high. However, the net profit declined, and the net profit for the whole year was about 3 billion yuan, a year-on-year decrease of nearly 30%.
In 2021, the sales volume of Byd Company Limited(002594) new energy vehicles exceeded Shanghai Pudong Development Bank Co.Ltd(600000) units, with a year-on-year increase of 218.30%; The market share of new energy vehicles reached 17.1%, an increase of nearly 8%. In terms of unit price, the average single vehicle price of Byd Company Limited(002594) passenger cars exceeded 150000 yuan.
It is reported that in 2022, Byd Company Limited(002594) will further explore the high-end market and launch high-end brands
Tech-Bank Food Co.Ltd(002124) and other 40 shares have been net purchased by institutions in the past five days
According to statistics, among the dragon and tiger lists in the past five trading days, 99 stocks appeared in the figure of institutions, of which 40 stocks were net bought by institutions and 59 stocks were net sold by institutions. The top three institutions in net purchases in the past five days are Tech-Bank Food Co.Ltd(002124) , Guangdong No.2 Hydropower Engineering Company Ltd(002060) , Jinghua Pharmaceutical Group Co.Ltd(002349) . At the same time, among the dragon and tiger list stocks that have landed on the Shanghai and Shenzhen stock markets in the past five trading days, the sales department has net purchased larger stocks Andon Health Co.Ltd(002432) , Beijing Jingcheng Machinery Electric Company Limited(600860) , Jinghua Pharmaceutical Group Co.Ltd(002349) . Specifically, Andon Health Co.Ltd(002432) is the most favored stock of funds, with the net purchase amount of the business department reaching 356 million yuan, ranking first in the list.
institutions, shareholders and executives scramble to buy these performance surge shares
From January 31 to March 30, among the dragon and tiger list, 410 stocks appeared in the figure of institutions, of which 138 stocks were in the state of net buying by institutions and 272 stocks were sold by institutions. There were 12 stocks with net purchases of more than 100 million yuan by institutions, and the top three were Hoshine Silicon Industry Co.Ltd(603260) , Yonghui Superstores Co.Ltd(601933) , Tech-Bank Food Co.Ltd(002124) , with net institutional capital inflows of 694 million yuan, 381 million yuan and 370 million yuan respectively. Among the 1194 stocks with significant growth (an increase of 50% or more) in 2021, 41 were net purchased by institutions from January 31 to March 30.
47 shares 20 research institutions above Beijing Huafeng Test & Control Technology Co.Ltd(688200) most concerned
Statistics show that in the past five trading days (from March 23 to March 29), about 101 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 47 companies were investigated by more than 20 institutions Beijing Huafeng Test & Control Technology Co.Ltd(688200) received the most attention, with 367 institutions participating in the research Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Beijing Supermap Software Co.Ltd(300036) , dingyang technology, etc. were investigated by 278, 214 and 175 institutions respectively. In terms of the number of institutional research, the research of Guangzhou Zhujiang Brewery Co.Ltd(002461) institutions is the most intensive, with a total of 6 institutional research Teyi Pharmaceutical Group Co.Ltd(002728) , Ocean’S King Lighting Science & Technology Co.Ltd(002724) were investigated by the institution for 4 times and 3 times respectively.
exposure of social security fund positions crazy buying of such stocks! Public offering allocation also reached a new high will we continue to increase our holdings in the future
With the gradual disclosure of the annual reports of listed companies, the positions and investment tracks of the social security fund portfolio have also been exposed. It is noteworthy that the social security fund has concentrated on strengthening the layout of military stocks in the past period, and most of these social security portfolios are entrusted and managed by super large public fund companies, and the investment managers of the social security fund are mostly fund managers with public offering experience.
While the social security portfolio entrusted by the fund company is crazy about buying military industry, public funds are also killing military stocks on a large scale, and the allocation proportion of military stocks hit a new high at the end of last year. Some large public fund products even have the phenomenon of “full warehouse” of the top ten stocks at the beginning of last year and “full warehouse” of the top ten stocks at the end of last year. This phenomenon reflects that the military stocks with deep adjustment are expected to continue to obtain increasing opportunities in the future.
