Research conclusion
This week (April 6 - April 8) only three trading days, the market is still depressed: 12 companies rose and 73 companies fell; The total weekly turnover was 1.493 billion; The overall median price earnings ratio (TTM) was 21.42 times, down from last week, and the median price to book ratio was 2.15 times, down from last week.
In terms of stock price performance of industries and individual stocks, construction and engineering and composite public utilities continued their upward trend, with the highest growth. The median growth rates of individual stocks in the industry were 1.68% and 0.83% respectively. Software, semiconductor products and semiconductor equipment and information technology service industries fell significantly, and the median decline rates of individual stocks in the industry were - 7.57%, - 3.63% and - 3.39% respectively.
In terms of individual stocks, the top gainers were Chuangyuan instrument (831961. BJ), Northland (430047. BJ), Guangzi International (836892. BJ), Suzhou axis (430418. BJ) and Huawei design (833427. BJ), up 3.55%, 1.80%, 1.68%, 1.43% and 1.12% respectively. It is noteworthy that Chuangyuan instrument is a listed company of the Beijing stock exchange that has participated in more than 100 research institutions since November last year. In addition to Chuangyuan instrument, Keda automatic control, Airong software and Xingchen technology have recently been investigated by many institutions. Therefore, it seems that the professional equipment manufacturing industry is the focus of the Beijing stock exchange in the near future.
The top decliners were Gaishi food (836826. BJ), digital people (835670. BJ), Changhong energy (836239. BJ), senxuan medicine (830946. BJ) and Haixi communication (831305. BJ), down - 12.62%, - 11.99%, - 7.88%, - 7.81% and - 7.58% respectively. The companies with the highest decline this week are those with the highest increase in previous weeks.
In terms of industry valuation, at present, the industries with the highest price earnings ratio valuation are composite utilities, aerospace and national defense, and software, with price earnings ratios (TTM) of 67.62, 52.89 and 50.66 times respectively; The industries with the highest price to book ratio valuation are biotechnology, software, aerospace and national defense, with price to book ratios of 9.78, 4.52 and 4.31 times respectively. The P / E ratios of commercial services and supplies, franchised retail and biotechnology industries are low, 14.13, 13.16 and - 10.05 times respectively. The P / E ratios of auto parts, Internet software and services and chemical industries are low, 1.58, 1.53 and 1.38 times respectively.
Follow up of important announcements of listed companies of Beijing stock exchange: (1) institutional research. This week, Yongshun Biology (839729. BJ) held an annual performance briefing in 2021 in the form of online meeting; Clyde (831689. BJ) and Fujitec (835640. BJ) have received collective research from several institutions respectively. The research method is online conference (2). The annual report of 2021 is released. This week, Anhui phoenix (832000. BJ) and Tongxiang Technology (839167. BJ) respectively released the annual report of 2021. Anhui phoenix achieved a business income of 390 million yuan, a year-on-year increase of 28.92%, and a net profit of 40.747 million yuan, a year-on-year decrease of 14.01%; Tongxiang technology achieved an operating revenue of 803 million yuan, a year-on-year increase of 28.45%.
IPO: no new shares were listed on the Beijing stock exchange this week.
Risk tips
I. a major shift has taken place in the policy of the Beijing stock exchange
II. The listed companies of the Beijing stock exchange have the risk of financial irregularities
