Today (April 11), the main contents of the daily report of A-share listed companies include: "the first brother of securities companies" sharply reduced the target price of Maotai; "Ham first share" was filed by the CSRC; Postpone the return of the fund-raising exceeding 3.5 billion yuan and Jiangxi Zhengbang Technology Co.Ltd(002157) receive the letter of concern Jiajia Food Group Co.Ltd(002650) the actual controller is a family of three, such as Lao Lai
hot company trends:
the "first brother of securities firm" sharply reduced the target price of Maotai Kweichow Moutai Co.Ltd(600519) share price just plunged
When Kweichow Moutai Co.Ltd(600519) stood at a historic high of 2600 yuan last February, many investors still remember Citic Securities Company Limited(600030) shouting a one-year target price of 3000 yuan. Unfortunately, Maotai fell to more than 1500 yuan in August six months later, and now it is only more than 1700 yuan.
Citic Securities Company Limited(600030) has not mentioned the target price of Maotai since September last year, but only given profit forecast and trading rating, which has lasted for more than seven months. Until the latest research report recently, Citic Securities Company Limited(600030) suddenly gave the target price of Kweichow Moutai Co.Ltd(600519) again, but quietly lowered to 2246 yuan, about 25% lower than the target price of 3000 yuan last year.
It should be noted that Citic Securities Company Limited(600030) raised its profit forecast for the next three years as Maotai released its annual report for 2021 and its target growth rate for 2022. That is to say, the "first brother of securities companies" gave the opposite view on the stock price while being more optimistic about Maotai's performance.
"the first share of ham" filed by the CSRC nearly 4.9 million shareholders are ignorant! Last month, he was warned for violation of letter Phi
On the evening of April 10, "the first share of ham" Jinzi Ham Co.Ltd(002515) announced that the CSRC decided to file a case against the company in accordance with relevant laws and regulations due to suspected illegal information disclosure. As soon as the news came out, Jinzi Ham Co.Ltd(002515) Guba immediately fried the pot. Just last month, the company was warned by Zhejiang securities regulatory bureau for illegal information disclosure and received a supervision letter from Shenzhen Stock Exchange. Recently, the relevant executives of the company also took the initiative to resign.
what happened? Chinese teacher "going to the sea" ten billion soy sauce King now a family of three has become "Lao Lai"
On April 8, Jiajia Food Group Co.Ltd(002650) announced that Yang Zhen, Xiao Saiping (the spouse of Yang Zhen), Yang Zijiang (the son of Yang Zhen), the actual controllers of the company, and Jiang Xiaohong, the chairman of the board of supervisors of the company, were listed as dishonest Executees (commonly known as "Lao Lai") by the people's Court of Jinfeng District, Yinchuan city due to contract disputes.
According to the judgment document network, the cases involved by the above personnel are contract disputes between Ningxia state owned Assets Investment Holding Group Co., Ltd. and Ningxia Kemei Bioengineering Co., Ltd. and Ningxia Woye Fertilizer Industry Co., Ltd., the amount of the execution target is nearly 8.3 million yuan, and the specific circumstances of the dishonest executee's behavior are "having the ability to perform and refusing to perform the obligations determined by the effective legal documents".
Jiajia Food Group Co.Ltd(002650) said that the actual controller of the company and the chairman of the board of supervisors were included in the list of dishonest Executees to provide guarantee for Ningxia Kemei Bioengineering Co., Ltd. The inclusion of the above personnel in the list of dishonest Executees may have a negative impact on the company's image, but it has not had a substantive impact on the company's normal production, operation and management activities for the time being.
deferred return exceeding 35 billion yuan fund raising Jiangxi Zhengbang Technology Co.Ltd(002157) attention letter
Recently, Jiangxi Zhengbang Technology Co.Ltd(002157) received a letter of concern from the Shenzhen stock exchange due to the delayed return of more than 3.5 billion yuan of fund-raising Jiangxi Zhengbang Technology Co.Ltd(002157) previously disclosed that the company held the board of directors and the board of supervisors in April 2021, and agreed that the company would temporarily supplement the working capital by using the funds raised by non-public offering of shares in 2018 not more than 160 million yuan, the funds raised by public offering of convertible corporate bonds in 2019 not more than 1.13 billion yuan, and the funds raised by non-public offering of shares in 2020 not more than 2.47 billion yuan, with a period of not more than 12 months from the date of deliberation and approval of the board of directors.
As of April 1, 2022, the company has returned all 160 million yuan to the special account for funds raised by non-public offering in 2018; In 2019, the remaining 1.102 billion yuan raised from the public issuance of convertible corporate bonds has not been returned, accounting for 69.70% of the net funds raised; In 2020, the remaining 2.44 billion yuan raised by non-public offering of shares has not been returned, accounting for 32.63% of the net funds raised.
The company convened the board of directors and the board of supervisors on April 1 and agreed to postpone the return of the above idle funds and continue to be used to supplement the working capital temporarily. The deferred return period shall not exceed 12 months from the date of deliberation and approval by the board of directors. Therefore, the Shenzhen stock exchange requires Jiangxi Zhengbang Technology Co.Ltd(002157) to explain in detail the specific reasons for the company's failure to return the raised funds on schedule and whether it has been misappropriated, occupied, etc
Hubei Radio & Television Information Network Co.Ltd(000665) and other 45 shares have been net purchased by institutions in the past five days
Statistics show that among the dragon and tiger lists in the past five trading days, 90 stocks appeared in the figure of institutions, of which 45 stocks showed net purchases and 45 stocks showed net sales. The top three institutions' net purchases in the past five days are Shanxi Zhendong Pharmaceutical Co.Ltd(300158) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Hubei Radio & Television Information Network Co.Ltd(000665) . 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 bought China Meheco Group Co.Ltd(600056) , Kunshan Kinglai Hygienic Materials Co.Ltd(300260) , China Wuyi Co.Ltd(000797) . Specifically, China Meheco Group Co.Ltd(600056) is the most favored stock of funds, with the net purchase amount of the business department reaching 238 million yuan, ranking first in the list.
100 shares 20 above institutions research Ganfeng Lithium Co.Ltd(002460) most concerned
Statistics show that in the past five trading days (from March 31 to April 8), about 164 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 100 companies were investigated by more than 20 institutions Ganfeng Lithium Co.Ltd(002460) received the most attention, with 467 institutions participating in the research Qingdao Gaoce Technology Co.Ltd(688556) , Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) , Tofflon Science And Technology Group Co.Ltd(300171) , etc. were investigated by 358, 334 and 318 institutions respectively. In terms of the number of institutional research, the research of Hunan Valin Steel Co.Ltd(000932) institutions is the most intensive, with a total of 5 institutional research Moon Environment Technology Co.Ltd(000811) , Anhui Honglu Steel Construction(Group) Co.Ltd(002541) were investigated by the organization for 4 times.
institutions, shareholders and executives scramble to buy these performance surge shares
From February 12 to April 11, among the dragon and tiger list, 410 stocks appeared in the figure of institutions, of which 150 stocks showed the state of net buying by institutions and 260 stocks were sold by institutions. There were 11 stocks with a net purchase 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) , and the net inflow of institutional funds was 694 million yuan, 381 million yuan and 370 million yuan respectively. Among the 1196 stocks with significant growth (an increase of 50% or more) in 2021, 44 were net purchased by institutions from February 12 to April 11.
listed company's annual report reveals the "long money" position roadmap
As of April 10, 1399 A-share listed companies had disclosed their 2021 annual reports, and the positions of venture capital, social security funds and QFII institutions gradually surfaced. China Securities News reporter combed the relevant data and found that insurance funds and social security funds have a strong preference for the financial industry, QFII institutions have diversified positions, and have a strong layout of advanced manufacturing, non-ferrous metals and other industries.
According to the data, among the top 10 listed companies with heavy insurance positions, except China United Network Communications Limited(600050) .
The social security fund also focuses on financial stocks. In terms of the number of shares held, the top four heavyweight stocks of the social security fund are all financial institutions, of which Agricultural Bank Of China Limited(601288) has the largest number of shares, reaching 23.5 billion shares Industrial And Commercial Bank Of China Limited(601398) ranked second, with more than 12.3 billion shares held by the social security fund Bank Of Communications Co.Ltd(601328) , The People'S Insurance Company (Group) Of China Limited(601319) followed closely, ranking third and fourth respectively, with more than 2 billion shares held by the social security fund.
