Recently, A-share popular “poor students” reversed the market.
This morning, the A-share market corrected across the board. The Shanghai stock index closed down 0.22% and the gem index fell 1.33%. In terms of sectors, real estate, social services, building materials and other sectors rose against the market; Power equipment, electronics, coal and other sectors led the decline. In terms of concept, chicken raising, characteristic towns and vocational education increased significantly.
In terms of individual stocks, the biggest decline was Kunshan Kinglai Hygienic Materials Co.Ltd(300260) . Yesterday, there was a sudden bad announcement and the opening limit was 20cm. Recently, the popular “poor students” in A-Shares reversed the market. The worst sectors last year reversed one after another, and real estate stocks led the rise. Today, the education sector also rose sharply in early trading.
opening 20cm limit
household average loss of 190000
Kunshan Kinglai Hygienic Materials Co.Ltd(300260) 45 announced that Li Shuibo, the controlling shareholder and actual controller of the company, Guo Hongfei, a senior manager, and Zhu Mengyong, the Secretary of the board of directors, were investigated by the CSRC on suspicion of insider trading Kunshan Kinglai Hygienic Materials Co.Ltd(300260) said that the investigation was aimed at Li Shuibo, Guo Hongfei and Zhu Mengyong, which had nothing to do with the company’s daily operation and management and business activities and had no impact on the company’s normal operation.
Under the influence of this news, the stock fell by the limit of 20cm in early trading. As of the morning closing, the stock fell by 20%, more than 40000 orders were sealed, and the market value evaporated by nearly 2.4 billion yuan. As of the third quarterly report of last year, the number of shareholders of the stock was close to 13000. According to this calculation, the daily limit in early trading today made the average loss of investors close to 190000 yuan.
According to public information, Kunshan Kinglai Hygienic Materials Co.Ltd(300260) has been focusing on the research, manufacturing and sales of ultra-high clean application materials, with a net profit of 166 million yuan to 185 million yuan last year, an increase of 101.05% ~ 124.06% over the same period last year. In the past year, the share price of the stock has a strong trend, once rising from below 13 yuan to above the recent highest 56 yuan, with a maximum increase of more than three times.
real estate stocks rose sharply
poly hit another record high
The real estate sector supported the trend in early trading as of the morning closing, the real estate index rose by more than 2%. The related real estate chain performed well, with the building materials sector up 1.55% and the building decoration sector up 1.53% For stocks, more than 10 stocks, including Nanjing Chixia Development Co.Ltd(600533) , Beih-Property Co.Ltd(600791) , China Wuyi Co.Ltd(000797) and Cccg Real Estate Corporation Limited(000736) have risen for seven consecutive times, and the share price has hit a new record.
A number of leading stocks also performed well. As of the morning closing, China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Seazen Holdings Co.Ltd(601155) , China Vanke Co.Ltd(000002) and other stocks all rose by more than 3%. It is worth mentioning that Poly Developments And Holdings Group Co.Ltd(600048) rose by more than 3% at one time, reaching a record high of 18.88 yuan. The real estate industry has seen frequent positive results recently. Last weekend, Lanzhou issued a package of policies to benefit the real estate market.
Sinolink Securities Co.Ltd(600109) it is expected that the large-scale and multi-dimensional easing measures will continue to be introduced, and the real estate industry will be on the right track of a virtuous circle, which is a good time to lay out the real estate sector. In the real estate sector, we are optimistic about enterprises with contrarian growth of sales and investment and strong certainty of future performance. We recommend Greentown China, Jianfa international and Hangzhou Binjiang Real Estate Group Co.Ltd(002244) . It is recommended by the property management department and the property management department to develop the business, and is optimistic about the value-added services of the private property management company.
“worst sector” reversed across the board
education stocks also rose
The real estate sector was one of the worst performing sectors last year, with a decline of nearly 12% last year and an increase of nearly 11% this year. In addition, the pork sector with poor performance last year also ushered in a counter attack this year it is worth noting that the education sector, which also fell sharply last year, rose sharply this morning, Qtone Education Group(Guangdong) Co.Ltd(300359) 20cm, Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) , Xueda (Xiamen) Education Technology Group Co.Ltd(000526) , Szzt Electronics Co.Ltd(002197) and many other stocks rose
At present, Huaxi Securities Co.Ltd(002926) recommends two main lines: (1) Vocational Education: Shanghai Action Education Technology Co.Ltd(605098) , Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) ; (2) Higher education: at present, the forward-looking P / E ratio of some higher education stocks this year has fallen below 10 times.
There are 16 education constituent stocks in the A-share market. From the perspective of market performance, the stock price of Dalian My Gym Education Technology Co.Ltd(002621) rose by nearly 45% during the year, with China Hi-Tech Group Co.Ltd(600730) , Beijing Kaiwen Education Technology Co.Ltd(002659) and other stocks rising against the market. According to the unanimous prediction of institutions, the net profit of most stocks is expected to rise this year. Among them, Beijing Kaiwen Education Technology Co.Ltd(002659) institutions unanimously predict that the growth rate of net profit this year is close to 48 times and Offcn Education Technology Co.Ltd(002607) more than 4 times. In addition, Suzhou Kingswood Education Technology Co.Ltd(300192) , Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) and other stocks account for more than 50%. In terms of predicted P / E ratio, Xueda (Xiamen) Education Technology Group Co.Ltd(000526) is less than 10 times, and several stocks such as Suzhou Kingswood Education Technology Co.Ltd(300192) , state Shanghai New Culture Media Group Co.Ltd(300336) and so on are less than 20 times Relevant report
Relax in the property market! There are also provincial capital cities to lift purchase restrictions and relax loan restrictions
CICC: how to grasp the investment opportunities of real estate stocks?
China Securities Co.Ltd(601066) : overall bullish on the real estate sector, and relevant policies are expected to continue to be loose in the future
