46 shares will be lifted next week, and real estate shares will be under the greatest pressure.
the rise of potash
Qinghai Salt Lake Industry Co.Ltd(000792) announced yesterday that in order to promote the construction of world-class Salt Lake industrial base, the company plans to further integrate and optimize the potash business sector. Meanwhile, Wentong potash Group Co., Ltd. is willing to transfer its equity in Qinghai Wentong Yanqiao chemical fertilizer Co., Ltd. The company plans to invest 154 million yuan to acquire the 43.7836% equity of Wentong Yanqiao held by Wentong group and integrate the potash business.
In fact, the price of potassium fertilizer fluctuated and fell back after reaching the highest point in September 2008. After a long decline for 12 years, the price of potassium chloride approached the historical bottom at the beginning of 2021 and gradually rebounded upward. Since 2021, the price of potassium fertilizer has increased by more than 200%.
The rise in the price of potash fertilizer is mainly affected by two factors. On the one hand, the problem of food security is becoming more and more prominent, and the global grain planting area is increasing. At present, most of the global Shenzhen Agricultural Products Group Co.Ltd(000061) prices are rising, driving the increase in the demand for potash fertilizer; On the other hand, due to the lack of potash mineral resources, China has long relied on imports, with an external dependence of about 50%. Among them, the output of potash fertilizer in Belarus is more than 12.7 million tons, accounting for about 18% of the global output. It is also one of the three major sources of potash fertilizer imports in China. However, due to the sanctions imposed by the United States and repeated international epidemics, there is a certain shortage in the global potash fertilizer market, which catalyzes the rise of potash fertilizer prices.
But at the same time, the share prices of listed companies have also gained a lot. Statistics show that the share price of 6 of the 14 potash concept stocks increased by more than 100% in 2021, and the share price doubled or even doubled. Citic Securities Company Limited(600030) believes that in the short term, it is expected that under the high demand driven by high food prices in 2022, the global potassium fertilizer supply gap will increase, the price of potassium fertilizer is easy to rise but difficult to fall, and the performance center of potassium fertilizer enterprises is expected to continue to rise.
46 shares face lifting
Statistics show that 46 shares will be lifted next week, with a total market value of 63.689 billion yuan calculated according to the latest closing price.
The largest market value of the lifting of the ban is Shanghai Yuyuan Tourist Mart (Group) Co.Ltd(600655) . Next week, 2.275 billion shares will be listed and circulated, mainly the placement of shares by private placement institutions. The lifting of the ban has a market value of 22.908 billion yuan. The lifting market value of Jiangsu Eastern Shenghong Co.Ltd(000301) , Lizhong Sitong Light Alloys Group Co.Ltd(300428) , Robotechnik Intelligent Technology Co.Ltd(300757) , Nanjing Tanker Corporation(601975) ranks first.
The lifting pressure of 19 shares is small, and the lifting market value is less than 100 million yuan. The market value of Shanghai Sunglow Packaging Technology Co.Ltd(603499) is the smallest, and the market value of 453000 yuan will face lifting.
In terms of the proportion of the number of shares lifted to the total share capital, the lifting proportion of shares ternary gene of Beijing stock exchange ranks first, reaching 71.33% , and the lifting proportion of shares such as Tonghui electronics, Gaishi food, Shanghai Yuyuan Tourist Mart (Group) Co.Ltd(600655) , Shanghai Sinotec Co.Ltd(603121) , Robotechnik Intelligent Technology Co.Ltd(300757) ranks first.
18 shares accounted for less than 1% of the total share capital. The lifting proportion of Yifan Pharmaceutical Co.Ltd(002019) , Beijing E-Hualu Information Technology Co.Ltd(300212) , Wangneng Environment Co.Ltd(002034) , Shanghai Sunglow Packaging Technology Co.Ltd(603499) , Gaona Aero Material Co.Ltd(300034) is small.
On the eve of the lifting of the ban, 5 shares issued a performance forecast
Data treasure statistics show that the 46 shares to be lifted next week have fallen by an average of 1.1% since December. Since December, Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Tonghui electronics, Fujian Cosunter Pharmaceutical Co.Ltd(300436) , Wasu Media Holding Co.Ltd(000156) , Wangneng Environment Co.Ltd(002034) , Yifan Pharmaceutical Co.Ltd(002019) have increased by more than 10%. Leshan Giantstar Farming&Husbandry Corporation Limited(603477) since December, the company has increased by 39.07%. The company announced that in 2021, the company made great efforts to develop the breeding business, achieved an annual operating revenue of 2.994 billion yuan, a year-on-year increase of 108.03%, and the net profit attributable to the shareholders of the listed company was 269 million yuan, a year-on-year increase of 111.06%. In addition, there were 12 shares whose cumulative share prices fell by more than 10%, and the share prices of Hangzhou Honghua Digital Technology Stock Company Ltd(688789) , Hubei Zhenhua Chemical Co.Ltd(603067) fell by more than 20%.
At present, among the 46 shares lifted, 5 shares, including Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , have released the 2021 performance forecast first, and the 2021 performance of Nanjing Tanker Corporation(601975) , Malion New Materials Co.Ltd(300586) , Jiangsu Eastern Shenghong Co.Ltd(000301) , Zhejiang Wazam New Materials Co.Ltd(603186) is expected.
Jiangsu Eastern Shenghong Co.Ltd(000301) it is estimated that the profit in 2021 will be 4.1-5 billion yuan, an increase of 435.00% – 552.44% over the same period of last year (after retroactive adjustment). During the reporting period, the demand of the chemical industry recovered, superimposed on the upward impact of crude oil price, the industry entered a recovery cycle and the prosperity increased. The company further improved its production and operation and maintained good profitability. The production capacity of EVA photovoltaic resin produced by sierbang was stable at more than 200000 tons / year. The 200000 tons / year differential functional chemical fiber project of ganghong fiber and the 60000 tons / year pet regenerated fiber project of China perch technology were completed and put into operation in the second half of 2020, increasing the profit contribution year-on-year.
Zhejiang Wazam New Materials Co.Ltd(603186) the estimated net profit in 2021 is about 235 million yuan ~ 255 million yuan, with a year-on-year increase of 88% ~ 104%. During the reporting period, the strong demand of the industry and the booming production and marketing promoted the profitability of the company; At the same time, the company continues to upgrade its product structure and enhance its competitiveness.
Among the shares lifted next week, the performance of Yifan Pharmaceutical Co.Ltd(002019) , meizhigao, Malion New Materials Co.Ltd(300586) , Nanjing Tanker Corporation(601975) , Shanghai Sunglow Packaging Technology Co.Ltd(603499) , Fujian Cosunter Pharmaceutical Co.Ltd(300436) in the first three quarters of 2021 decreased significantly.
(source: Data treasure)
