Today (April 13), A-share shock callback, disk differentiation is serious, and the gem fell below the integer mark of 2500 points. On the disk, logistics, coal, energy metals, nonferrous metals, wine making, petroleum and other industries led the rise; Engineering construction, cement and building materials, traditional Chinese medicine, education, games, software development, wind power equipment, tourism hotels and other industries led the decline. In terms of subject shares, the concept of express delivery, scarce resources, industrial aircraft, Import Expo, Baijiu and other gainers were among the top gainers. Horse racing concept, NFT concept, digital currency, cloud games, Eastern digital and Western computing, electronic ID card, meta universe concept and so on.
fierce game of hot money from all walks of life Xinjiang Guotong Pipeline Co.Ltd(002205) staged “heaven and earth board” turnover rate of nearly 60%
On April 13, “tiantiantianban” was staged in Xinjiang Guotong Pipeline Co.Ltd(002205) days. As of the closing, the stock rose more than 2% to 18.85 yuan, with a turnover rate of nearly 60%. After hours data showed that Huaxin securities bought 41.86 million yuan from Shenzhen Yitian Road, Orient Securities Company Limited(600958) Shenzhen Hyde third road bought 33.19 million yuan, and Citic Securities Company Limited(600030) Liaocheng Dongchang East Road sold 104 million yuan. It is worth noting that in the previous eight trading days, the cumulative increase of the stock doubled, including the daily limit for six trading days.
In view of the abnormal fluctuation of the company’s stock trading, Xinjiang Guotong Pipeline Co.Ltd(002205) 4 announced on April 11 that no major unpublished information that may or has had a great impact on the company’s stock trading price has been reported by the public media recently, and the company’s recent operation and internal and external business environment have not changed significantly.
In terms of performance, the performance forecast for 2021 disclosed by the company shows that the net profit attributable to shareholders of Listed Companies in 2021 is expected to range from 7.5 million yuan to 11 million yuan, a year-on-year decrease of 54.38% to 33.09%. The net profit range after deducting non recurring profits and losses was 19.19 million yuan to 22.69 million yuan, with a year-on-year increase of 85.77% to 119.65%.
big demon stock Tianjin Tianbao Infrastructure Co.Ltd(000965) limit showed the trend of “sky floor” yesterday
In the morning trading on April 13, Tianjin Tianbao Infrastructure Co.Ltd(000965) sealed the limit. It is worth noting that at the end of yesterday’s trading Tianjin Tianbao Infrastructure Co.Ltd(000965) staged a sky floor. From 14:41, Tianjin Tianbao Infrastructure Co.Ltd(000965) opened the daily limit, and then fell all the way to the daily limit. The turnover rate throughout the day was 30.34%, with a turnover of 3.685 billion yuan and a closing amount of 120 million yuan.
Yesterday’s Dragon and tiger list data showed that Dongxing Securities Corporation Limited(601198) Jinjiang Heping Road and Huaxin securities Shenzhen Branch became the recipients, while the China Industrial Securities Co.Ltd(601377) Shaanxi Branch of Huaxin securities Shenzhen Yitian road and Fang Xinxia became the main force to smash the offer.
Public information shows that Tianjin Tianbao Infrastructure Co.Ltd(000965) is mainly engaged in real estate development, property leasing, property management and other businesses Tianjin Tianbao Infrastructure Co.Ltd(000965) previously disclosed performance forecast shows that from January to December 2021, the performance is pre reduced, and the attributable net profit is about 40 million yuan to 60 million yuan, a year-on-year decrease of 37.04% to 58.02%; Deduction of non net profit was about – 71.5 million yuan to – 51.5 million yuan, a year-on-year decrease of 155.20% to 176.64%.
five departments jointly issued a document accelerate the high-quality development of cold chain logistics and transportation (with shares)
The Ministry of transport, the State Railway Administration, the Civil Aviation Administration of China, the State Post Office and China National Railway Group Co., Ltd. recently jointly issued the implementation opinions on accelerating the high-quality development of cold chain logistics transportation. The opinions put forward clear requirements from the aspects of improving the network of production and marketing cold chain transportation facilities, cultivating backbone enterprises of cold chain transportation, and improving the supervision system of cold chain transportation. Support international logistics enterprises to extend overseas ground service networks through joint ventures, self built networks, mergers and acquisitions, improve the whole process organization ability of cross-border cold chain logistics, and cultivate a number of modern cold chain logistics enterprises with strong international competitiveness.
China Merchants Securities Co.Ltd(600999) pointed out that compared with developed countries, China’s cold chain logistics industry started late and developed for a short time. At present, the scale of China’s cold chain logistics industry has reached more than 380 billion yuan, thanks to the improvement of the national economic level and the upgrading of household consumption. However, there is still a big gap between China’s cold chain logistics industry and developed countries in infrastructure construction. In 2020, the per capita cold storage capacity is only 0.13 cubic meters. In terms of industry competition, the concentration is still low. The market share of the top 100 enterprises is about 18%, and the first city in the industry accounts for less than 2%. However, in recent years, policy support has been strengthened, and the cold chain logistics development plan has been issued to help the construction of modern cold chain logistics system.
The agency believes that at present, China’s cold chain logistics industry is still in a period of rapid development. Compared with overseas developed countries, China’s cold chain industry has low concentration and low degree of standardization. At present, the competition among the top 100 enterprises is relatively fierce, and each enterprise has entered a period of rising capital investment. Looking forward to the future, the demand for food supply chain and medical logistics is increasing rapidly. At the same time, the improvement of temperature control technology and the improvement of industry standards also drive the development of cold chain logistics industry into a new stage, and the growth potential of the industry is still large. In terms of subject matter, S.F.Holding Co.Ltd(002352) which has laid out the cold chain industry earlier and Yto Express Group Co.Ltd(600233) and Yunda Holding Co.Ltd(002120) which are expanding diversified business are recommended, with emphasis on JD logistics and Zhongtong express of Hong Kong stocks.
electronic cigarette national standard officially released with technical R & D strength, the company is expected to gain more market share (with shares)
On April 12, the State Administration of market supervision and administration and the National Standardization Administration approved the compulsory national standard for electronic cigarettes (GB 417 Shanghai Kehua Bio-Engineering Co.Ltd(002022) ), which will be implemented from October 1, 2022. From October 1, all e-cigarette products must be produced in accordance with the national standard, limited addition of 101 additives allowed in accordance with the national standard, and enter the national transaction management platform for sales and circulation.
Tianfeng Securities Co.Ltd(601162) believes that the essence of e-cigarettes is to replace traditional cigarette products. In the future, e-cigarettes may return to the original attributes of tobacco such as taste reduction and smoking experience. With the strength of technical research and development, the company is expected to gain more market share.
In the short term, the sales volume of e-cigarettes will be subject to taste constraints, which will be reduced in stages, and there is still some room for deployment in terms of taste. In the long run, with the full restoration of e-cigarette and tobacco taste, the scale of China’s e-cigarette market still has great room for growth. In 2020, FDA issued a taste ban. The retail scale of the U.S. e-cigarette market decreased from US $9.644 billion in 2019 to US $9.378 billion in 2020, and is expected to rise to US $10.299 billion in 2021. In addition, compared with key countries in the world, China’s e-cigarette penetration rate was only 1.5% in 2021, while that of the United States, Japan, Britain and France were 38.0%, 30.3%, 20.9% and 4.1% respectively. It is expected that China’s e-cigarette penetration rate will further increase.
According to Landong and China e-cigarette Industry Association, more than 90% of the world’s e-cigarettes are produced in Shenzhen. It is estimated that China’s e-cigarette export volume will be 63.1 billion yuan in 2021, with a year-on-year increase of 28%. China is in a leading position in the global competition and has become the world’s largest e-cigarette producer and exporter. The release of the national standards for e-cigarettes and the measures for the administration of e-cigarettes will promote the orderly development of the e-cigarette industry, gradually clarify the competition pattern between manufacturers and brands, and benefit enterprises with high production standards, high-tech reserves and high capital reserves.
Caitong Securities Co.Ltd(601108) pointed out that China’s e-cigarette management measures, which will be officially implemented on May 1, encourage the export business development of e-cigarette manufacturing enterprises. In the future, enterprises with outstanding comprehensive advantages such as process technology, production scale and quality management are expected to fully benefit from the development of the global e-cigarette Market. It is suggested to pay attention to the global atomization OEM leader smore international with leading technical strength, and the Shenzhen Jinjia Group Co.Ltd(002191) , which arranges the new tobacco whole industry chain and cooperates closely with China tobacco.
Baima shares continued to adjust during the year, and the performance of 16 shares increased continuously
Combined with the performance, the 16 white horse index constituent stocks fell by more than 10% this year, and the net profit growth in 2020 and 2021 (including the lower limit of pre increase) exceeded 10% at the same time. These 16 stocks are typical stocks with high fundamentals but may be killed by mistake Yixintang Pharmaceutical Group Co.Ltd(002727) this year saw the biggest decline, reaching 42% Guotai Junan Securities Co.Ltd(601211) decreased the least by 11.74%.
After the sharp decline of stock prices, the earnings ratio of 11 stock markets has been lower than 30 times, and the earnings ratio of Citic Securities Company Limited(600030) , China Merchants Securities Co.Ltd(600999) , Haitong Securities Company Limited(600837) , Guotai Junan Securities Co.Ltd(601211) and other stock markets has been lower than 20 times. From the perspective of agency rating, most of them belong to “buy” or “overweight” rating, of which Haitong Securities Company Limited(600837) , China Merchants Securities Co.Ltd(600999) and China Merchants Securities Co.Ltd(600999) are rated as “overweight +”.
From the perspective of future performance, the agency predicts that the net profit of these 16 shares will continue to grow this year and next, and the net profit of Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , Shenzhen Sunlord Electronics Co.Ltd(002138) , Yixintang Pharmaceutical Group Co.Ltd(002727) and Yixintang Pharmaceutical Group Co.Ltd(002727) are expected to increase by more than 20%.
Comparing the latest share price with the target price unanimously predicted by the institution, the potential rising space of 16 shares exceeds 25%, that of Jiangsu Hengli Hydraulic Co.Ltd(601100) , Shenzhen Sunlord Electronics Co.Ltd(002138) , Yixintang Pharmaceutical Group Co.Ltd(002727) and Nari Technology Co.Ltd(600406) , Wuliangye Yibin Co.Ltd(000858) , China Tourism Group Duty Free Corporation Limited(601888) exceeds 50%.
