Today (April 14), the daily report of A-share listed companies mainly includes: Research on the world’s number one asset management giant Byd Company Limited(002594) ; The five funds Tianwang personally investigated this small cap stock; The actual controller of the A-share company divorced and transferred 15.04 million shares to his ex-wife; ST company with a market value of 3.6 billion yuan participated in 20.8 billion yuan photovoltaic projects
hot company trends:
research on the world’s number one asset management giant Byd Company Limited(002594) ! The company disclosed these important information
BlackRock, a global asset management giant, appeared in Byd Company Limited(002594) investor relations activities. On April 13, Byd Company Limited(002594) disclosed the record of investor relations activities, which showed that BlackRock investigated Byd Company Limited(002594) by teleconference on April 12. BlackRock’s concerns mainly focus on the application of Byd Company Limited(002594) dm-i super hybrid, the passenger car sales system, and the progress of the pure electric driverless distribution vehicle jointly developed with nuro, an American science and innovation company. It is worth noting that BlackRock also investigated Byd Company Limited(002594) .
RARE! Five funds Tianwang personally investigated this small cap stock what signal? This track has been 10 times the Bull Stock
An unknown small cap stock has attracted the collective attention of the five fund kings. Due to the 5% placard line and the double ten regulations, small cap stocks are often not attractive to fund managers managing large-scale funds, and the net fund value pulling effect of doubling can only scratch the surface. However, according to the latest fund research summary disclosed, Shenzhen Kingkey Smart Agriculture Times Co.Ltd(000048) A-share company with a market value of only 12.3 billion attracted five fund kings to appear one day. Most of these fund kings managed super large-scale funds that did not match the market value of Shenzhen Kingkey Smart Agriculture Times Co.Ltd(000048) and Shenzhen Kingkey Smart Agriculture Times Co.Ltd(000048) had not entered the investment vision of mainstream funds by the end of last year.
Insiders stressed that Shenzhen Kingkey Smart Agriculture Times Co.Ltd(000048) is located in the track where the fund once had a successful “historical experience” in excavating dark horse tickets. There was a famous case of “getting bigger with small” in the tickets with fund positions. The stock price increase of ten times in six years made the relevant small stocks become the key target affecting the net value of the fund.
breakup fee exceeds 2 billion! The actual controller of this a share company divorced transferred 1504 million shares to his ex-wife! Share price: roller coaster
A-share market is now sky high “breakup fee”! On April 13, the Shenzhen listed company Shenzhen Jingquanhua Electronics Co.Ltd(002885) disclosed that Mr. Zhang lipin and Ms. Dou Xiaoyue, the controlling shareholder and actual controller of the company, had gone through divorce procedures and dissolved their marriage relationship. According to the divorce agreement signed by both parties, Zhang lipin transferred his Shenzhen Jingquanhua Electronics Co.Ltd(002885) 1504 million shares to Dou Xiaoyue. Based on the closing price of 14.84 yuan / share on that day, the market value of the above shares exceeded 200 million yuan.
Maotai bottle reduced by 1000 yuan! Dealers said that the “price freezing point” went online for half a month 8900 million people applied for the winning rate was only 1%
The recent market price of Maotai new products, which were once very hot, can be described as “frozen”. With the heat fading, the supply keeping up, the off-season sales after the Spring Festival, and several affordable new products launched by Maotai new e-commerce, the market price of the once “popular fried chicken” fell again and again.
According to market data, 500ml “tiger grass” has fallen for several consecutive days, from 3900 yuan to 3720 yuan per bottle, becoming the “lowest value” in previous Chinese Zodiac wines. The latest market price of rare Maotai is 4750 yuan per bottle, which is close to the guidance price. Some dealers told reporters that after the launch of Maotai’s new e-commerce platform, the prices of several wines decreased significantly, and the precious Maotai fell by nearly 1000 yuan. Insiders said that after the launch of Maotai’s new e-commerce platform, it has achieved initial results in “stabilizing supply and controlling price”.
sudden good! Holding hands on a central enterprise subsidiary
On April 13 Suzhou New Sea Union Telecom Technology Co.Ltd(002089) , a big move was suddenly made! According to the announcement of Suzhou New Sea Union Telecom Technology Co.Ltd(002089) on April 12, the company signed the investment framework agreement for the “manufacturing + power generation” integration project of China energy construction Hangjinqi new energy with the people’s Government of Hangjinqi and North China Electric Power Design Institute Co., Ltd. of China Power Engineering Consulting Group on the development of photovoltaic new energy project, which is valid for 5 years. At the same time, the total investment of the project is as high as 20.8 billion yuan.
Not only the investment scale is large, but also the origin of China Power Engineering Consulting Group North China Electric Power Design Institute Co., Ltd., which cooperates with Suzhou New Sea Union Telecom Technology Co.Ltd(002089) this time, is not small. The announcement shows that the company is a wholly-owned subsidiary of China energy construction group planning and Design Co., Ltd. and its photovoltaic new energy industry has broad development prospects and strong market demand. The company has certain technical competitiveness in the field of photovoltaic production
Andon Health Co.Ltd(002432) 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 Andon Health Co.Ltd(002432) , 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 purchased Hengli Petrochemical Co.Ltd(600346) , Cccg Real Estate Corporation Limited(000736) , Xinjiang Communications Construction Group Co.Ltd(002941) . Specifically, Hengli Petrochemical Co.Ltd(600346) is the most favored stock of funds, with the net purchase amount of the business department reaching 819 million yuan, ranking first in the list.
fund net worth continued to rise heavy positions in real estate stocks became “winners and losers”
As of April 12, the three active equity funds with the highest net value growth this year were managed by the same fund manager. Under the management of Huanghai, the net value of 10000 macro timing and Multi Strategy mixing, 10000 Xinli flexible configuration mixing and 10000 selected mixing have increased by 30.91%, 27.98% and 25.63% respectively since this year. Behind the outstanding performance of these three funds is the choice of heavy positions in real estate stocks. By the end of the fourth quarter of 2021, among the top ten heavyweight stocks with flexible allocation and mixing of wanjiaxinli, real estate stocks occupied six seats, and several stocks were close to the “top grid” heavyweight. Among them, Gemdale Corporation(600383) positions account for 9.85%, China Vanke Co.Ltd(000002) accounts for 9.55%, Poly Developments And Holdings Group Co.Ltd(600048) accounts for 9.49%, China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) accounts for 9.22%, and Seazen Holdings Co.Ltd(601155) , Jinke Property Group Co.Ltd(000656) accounts for more than 8%. In addition, the other four heavy warehouse stocks of the fund belong to the coal sector. Overall, 57.21% of the fund’s assets are allocated in the real estate industry and 33.73% in the mining industry.
ten billion private placement pays most attention to this 93 individual stocks “medical equipment Mao” Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) takes the lead positions have been transferred to value stocks
From January 1 to April 9, 2022, there were 3034 investigations of 10 billion private equity institutions, including 194 investigations of Danshui spring, ranking first. Excluding the Spring Festival holiday, it is equivalent to investigating two companies every day, which can be described as the most diligent 10 billion private equity. Gao Yi assets and Panjing investment conducted 180 and 144 investigations respectively, followed by them.
Rank the number of times of each private placement research company, and the top three stocks are defined as the top three stocks with the highest private offering attention (hereinafter referred to as “the stocks with the highest attention”). According to the new wealth statistics, 93 stocks have become the stocks with the highest attention of 10 billion private placement since 2022. Among them, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) ( Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) ) became the 21 stocks with the highest attention of 10 billion private placement, and Ningbo Ronbay New Energy Technology Co.Ltd(688005) ( Ningbo Ronbay New Energy Technology Co.Ltd(688005) ) became the 15 stocks with the highest attention of 10 billion private placement.
stock period trend deviates from the inflection point of capital advance layout pig cycle
In the context of falling pig prices, breeding enterprises are facing another kind of suffering. Seeing the rise of feed prices such as soybean meal and corn, Sichuan farmer Zhu, like many local peers, changed the “diet” for his pigs. “Now we make our own feed. I use 4 tons of feed every day, which can save 6 Jiangnan Mould & Plastic Technology Co.Ltd(000700) 0 yuan a month.”
The reporter recently interviewed a number of farmers and market analysts to investigate the current pig market breeding profit, market supply and demand, inflection point expectation and other situations, and learned that the current breeding enterprises are in a state of loss, and the market scale has an upward trend. Analysts believe that the deviation between the stock of pig breeding sector and the price of pig futures deserves attention.
