Among the stocks in the first quarterly report on the weekend, the net profit of 8 shares in the annual report and the first quarterly report doubled. 39 shares will face lifting this week.
weekend 12 shares forecast first quarter performance doubled
April has arrived, and the curtain of the first quarterly market has opened. Guosheng Securities said that historically, the stock price performance is highly correlated with the performance of the first quarterly report, which is an important feature of the market in April Everbright Securities Company Limited(601788) also believes that the current market's expectation of profit growth in 2022 is high, and the probability of low annual performance is high. Therefore, the stock prices of industries with good performance in the first quarterly report may have a better performance.
Since Friday, the Securities Times has released 37 quarterly performance forecast data of this year from the type of notice, 28 shares are increased in advance or slightly, and the overall performance is good based on the median value of the forecast interval, the net profit of 12 shares is expected to double year-on-year. Among them, Henan Qingshuiyuan Technology Co.Ltd(300437) increased by a single step, up to 20.94 times. The high performance increase was mainly due to the year-on-year increase in the sales volume and unit price of water treatment agents and derivatives Saturday Co.Ltd(002291) and Brother Enterprises Holding Co.Ltd(002562) net profit growth fell in the range of 750% - 1200% Shandong Cynda Chemical Co.Ltd(603086) , Hunan Yussen Energy Technology Co.Ltd(002986) and others achieved an increase of more than 200%.
In terms of market situation, 7 shares have risen by more than 10% since the year, and Hubei Yihua Chemical Industry Co.Ltd(000422) , Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) has increased by about 50% in total; In terms of valuation, among the pre added shares in the first quarter, Huaming Power Equipment Co.Ltd(002270) , Hubei Yihua Chemical Industry Co.Ltd(000422) , China Merchants Energy Shipping Co.Ltd(601872) , Tianshan Aluminum Group Co.Ltd(002532) and . Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) the latest rolling P / E ratio is low, all less than 15 times Wuxi Apptec Co.Ltd(603259) and Beijing Easpring Material Technology Co.Ltd(300073) institutions have received high attention and received ratings from more than 30 institutions.
It is noteworthy to note that the ' and Tkd Science And Technology Co.Ltd(603738) 8 shares achieved a year-on-year increase of more than 100% in net profit in 2021 and the first quarter of this year Saturday Co.Ltd(002291) performance is slightly poor. The company expects to achieve a year-on-year increase of 752.71% - 117906% in the net profit attributable to the parent company in the first quarter, while the net profit of the company fell 299615% last year.
39 share capital lifted weekly
market value totaling RMB 60.026 billion
The overall lifting pressure of A-Shares this week is small. According to the statistics of data treasure, 39 shares will face the lifting of the ban within the week, excluding the upcoming new shares. Based on the latest closing price of individual stocks, the market value of 39 shares lifted totaled 60.026 billion yuan.
In terms of market value, only Shenzhen Dynanonic Co.Ltd(300769) one share has been lifted for more than 10 billion yuan, reaching 18.207 billion yuan; Subsequently, Inner Mongolia Eerduosi Resources Co.Ltd(600295) , Guolian Securities Co.Ltd(601456) ranked second and third respectively, with the lifting amount of 9.861 billion yuan and 5.716 billion yuan respectively. Among the above three shares, Shenzhen Dynanonic Co.Ltd(300769) shares lifted are mainly restricted shares of the original shareholders, and the rest are allocated shares of private placement institutions. No other individual shares have been lifted, and the amount has been reduced to 5 billion yuan.
Shenzhen Dynanonic Co.Ltd(300769) is A-share lithium iron phosphate tap benefiting from the continuous high boom of the downstream new energy vehicles and lithium battery sector, the stock has risen 221.77% since 2021, the latest price is 538 yuan, and the total market value is 48 billion yuan. The company has been listed on the gem since April 2019, with an issue price of 41.78 yuan. At present, the latest price of post restoration can reach 969.4 yuan, and the share price has increased by 22 times. The restricted shares of the first original shareholders of this lifting belong to Ji Xuewen, Kong Lingyong and Zhao Xu, the top three shareholders of the company. It is worth noting that on the eve of the lifting of the ban, Mr. Ren Wangbao, deputy general manager of the company, threw out the reduction plan for personal funds, and planned to reduce the shares by no more than 23300 shares.
The lifting pressure of 8 shares is small, and the lifting market value is less than 100 million yuan Longshine Technology Group Co.Ltd(300682) , Jiangsu Ankura Smart Transmission Engineering Technology Co.Ltd(300617) the lifting amount is less than 10 million yuan, and the types are equity incentive restricted shares; The market value of the lifting of the ban contributed the least by the digital people of individual shares of the Beijing stock exchange. Within the week, 20000 shares of restricted shares of the original shareholders were facing lifting the ban, with an amount of only 330200 yuan.
The proportion of lifting the ban (the proportion of the number of lifted shares in the total share capital) has more explanatory power for the impact of lifting the ban on the stock price of individual shares. According to the statistics of databao, among the 39 shares lifted, the proportion of Chemclin Diagnostics Co.Ltd(688468) lifted shares ranked first, 59.38% and other seven shares were lifted by more than 30%.
From the point of view of the increment of the tradable shares, the increment of the tradable shares of the above eight shares, excluding Shenzhen Dynanonic Co.Ltd(300769) , will increase by more than 100% after the lifting of the ban, and the increment of the tradable shares of Chemclin Diagnostics Co.Ltd(688468) is as high as 683.21%. In addition, Novogene Co.Ltd(688315) and Ligao Foods Co.Ltd(300973) after the lifting of the ban, the circulation discs will also increase by 215.77% and 118.74% respectively.
shares with poor performance after lifting the ban
6 shares doubled the annual net profit
Under the background that the Shanghai stock index closed down 3.26% after the year, the overall trend of the lifted shares was poor in the same period. According to the statistics of data treasure, only 5 of the 39 shares have risen since the year, of which Inner Mongolia Eerduosi Resources Co.Ltd(600295) has risen by more than 34%, and Shaanxi Construction Engineering Group Corporation Limited(600248) , Shanghai Holystar Information Technology Co.Ltd(688330) has risen by more than 11%. The share price of 15 shares fell by more than 20%, led by digital person with a cumulative decline of 46.27% Ligao Foods Co.Ltd(300973) , Titan Wind Energy (Suzhou) Co.Ltd(002531) pullback is also more than 36%.
In terms of institutional attention, Ligao Foods Co.Ltd(300973) ranked first among 29 institutions. Kaiyuan Securities said that Ligao Foods Co.Ltd(300973) the refrigeration industry is in the stage of rapid penetration improvement, and the company has built obvious first mover advantages in products, channels and technology. In addition to the other ' with another ' agencyrating.
The annual net profit is calculated as 6 times of the median value of the annual report Shenzhen Dynanonic Co.Ltd(300769) net profit increased the most, 29.19 times. The company turned losses into profits in 2021, mainly benefiting from the release of new production capacity, and the production and sales volume increased significantly year-on-year; The rise in the price of upstream raw materials and the tight supply of lithium iron phosphate also led to the rise in the price of the company's products. Thereafter, the net profit of Novogene Co.Ltd(688315) increased by 515.74% year-on-year Inner Mongolia Eerduosi Resources Co.Ltd(600295) , Huafu Fashion Co.Ltd(002042) , Wuhan Hiteck Biological Pharma Co.Ltd(300683) net profit growth fell in the range of 200% - 320%.
