this week (April 11-15), a total of 39 restricted shares were lifted. According to the latest closing price, the market value of the lifted shares was about 60 billion yuan. Among them, Shenzhen Dynanonic Co.Ltd(300769) has the highest market value of 18.207 billion yuan, followed by Inner Mongolia Eerduosi Resources Co.Ltd(600295) , Guolian Securities Co.Ltd(601456) , with the market value of 9.861 billion yuan and 5.716 billion yuan respectively
In terms of the proportion of shares lifted from the ban, Chemclin Diagnostics Co.Ltd(688468) , Xiangyang Boya Precision Industrial Equipments Co.Ltd(300971) , Shenzhen Dynanonic Co.Ltd(300769) ranked among the top three, accounting for 59.38%, 46.12% and 37.93% respectively.
Table: Top 10 market value of lifting the ban
Table: top ten lifting rates
22 times bull shares continued to increase their positions in the north before the lifting of the ban
On April 15, Shenzhen Dynanonic Co.Ltd(300769) will have 338429 million shares lifted, with a market value of 18.207 billion yuan and a lifting ratio of 37.93%, all of which will be lifted by the original shareholders.
Among the shareholders lifted this time, Ji Xuewen, Kong Lingyong and Zhao Xu are the top three shareholders of Shenzhen Dynanonic Co.Ltd(300769) with shareholding ratios of 17.49%, 13.92% and 4.34% respectively.
Shenzhen Dynanonic Co.Ltd(300769) is a long-term bull stock. On April 15, 2019, the company was listed on the gem, and its latest closing price was 538 yuan, an increase of 224709% since its listing.
According to the data, Shenzhen Dynanonic Co.Ltd(300769) is an enterprise integrating R & D, production and sales of nano materials and their application products. In the high growth track of lithium iron phosphate, holding hands with Contemporary Amperex Technology Co.Limited(300750) , under the background of the surge in demand for new energy batteries, the share price of Shenzhen Dynanonic Co.Ltd(300769) will rise by 164% in 2020 and 193% in 2021.
Shenzhen Dynanonic Co.Ltd(300769) 2021 annual report shows that the company’s main revenue is 4.842 billion yuan, an increase of 413.93%; The net profit was 801 million yuan, up 291883%; The net profit after deducting non-profit was 770 million yuan, an increase of 132582%.
The performance is good. The seller’s organization is generally optimistic about the profit forecast of Shenzhen Dynanonic Co.Ltd(300769) and research reports keep shouting higher target prices. Among them, Citic Securities Company Limited(600030) gives a target price of 908 yuan. It is believed that the growth of power and energy storage battery market drives the demand for lithium iron phosphate materials. With the release of new phosphate cathode capacity and the production of new lithium supplement additives and other new products, Shenzhen Dynanonic Co.Ltd(300769) performance is expected to continue to grow high. Some organizations are cautiously optimistic. Sinolink Securities Co.Ltd(600109) believes that the company’s new cathode material will accelerate the expansion of production, and the lithium supplement Additive Lithium Ferrite will be implemented soon. The product competitiveness and category expansion logic are smooth, and the target price is 689 yuan.
In terms of capital, northward capital has continuously increased its positions in recent months Shenzhen Dynanonic Co.Ltd(300769) . On April 7, BEIXIANG capital bought Shenzhen Dynanonic Co.Ltd(300769) 91900 shares. On April 8, BEIXIANG capital bought another 116100 shares, accounting for 4.28%.
Inner Mongolia Eerduosi Resources Co.Ltd(600295) trading on the eve of lifting the ban center
The lifting of the ban is coming, and Inner Mongolia Eerduosi Resources Co.Ltd(600295) is still rising strongly.
On April 11, Inner Mongolia Eerduosi Resources Co.Ltd(600295) will have 328 million shares lifted, corresponding to a market value of about 9.861 billion yuan. The proportion of shares lifted is 23%, and the type is private placement.
On April 8, the trading day before the lifting of the ban, the Inner Mongolia Eerduosi Resources Co.Ltd(600295) share price rose sharply. Since March 16, its share price has risen by more than 30%.
Inner Mongolia Eerduosi Resources Co.Ltd(600295) is a large comprehensive industrial group whose business covers cashmere clothing, resource and mineral development and comprehensive utilization of energy. Recently, the rise of Inner Mongolia Eerduosi Resources Co.Ltd(600295) share price is related to the strength of building materials sector. Inner Mongolia Inner Mongolia Eerduosi Resources Co.Ltd(600295) Power Metallurgy Group Co., Ltd., the holding subsidiary of the company, uses waste residue to produce cement, with an annual production capacity of about 1 million tons.
On March 16, Inner Mongolia Eerduosi Resources Co.Ltd(600295) announced that the controlling shareholder of the company, Inner Mongolia Inner Mongolia Eerduosi Resources Co.Ltd(600295) Cashmere Group Co., Ltd., the person acting in concert Inner Mongolia Eerduosi Resources Co.Ltd(600295) asset management (Hong Kong) Co., Ltd. (hereinafter referred to as “the Hong Kong company”) plans to increase its B shares within 12 months from March 17, 2022. The price of this increase is no more than US $2.2 per share. The Hong Kong company will increase its holdings according to the market opportunity, and the amount of increase is no less than US $10 million, And no more than US $10.1 million.
According to the announcement, Inner Mongolia Eerduosi Resources Co.Ltd(600295) controlling shareholders and the Hong Kong company promise not to reduce their shares of listed companies during the implementation of the shareholding increase plan and within the statutory period.
Since this year, the market of infrastructure sector has continued to ferment. Under the logic of “stable growth”, the upstream raw material sectors related to the construction industry, such as steel, cement, nonferrous metals, chemical industry and coal, have also begun to make efforts.
Citic Securities Company Limited(600030) believes that Inner Mongolia Eerduosi Resources Co.Ltd(600295) is the leader in the integration of China’s electricity, metallurgy and chemical industry, with a complete “coal electricity ferrosilicon / Shanghai Chlor-Alkali Chemical Co.Ltd(600618) ” production line and an integrated mode of self supply of coal, complete self supply of electricity and partial self-sufficiency of raw materials. Under the background of high global energy prices, the company’s metallurgy, chlor alkali and other industries are expected to be in the leading position in the industry relying on the integration advantages.
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