This week’s view
After a series of prevention and control measures such as city closure, the number of newly infected people in Xi’an has returned to double digits, and the epidemic situation has been preliminarily controlled. From the results of epidemic prevention and control in China in the recent year, the winter with low temperature is the key period of epidemic prevention and control, while the epidemic prevention pressure in spring and summer is less. We believe that after winter, the targets of relevant catering and tourism will usher in marginal performance improvement and be reflected in the secondary market. Now is a good opportunity for positive layout.
Market performance
The trading day of this week is 4 days. This week, the CSI 300 decreased by 2.39% and the industry decreased by 0.86%.
Key company dynamics
Zhongjin Irradiation Incorporated Company(300962) : Zhongjin Irradiation Incorporated Company(300962) release the annual performance forecast of the company in 2021. It is expected that the net profit attributable to the shareholders of the listed company during the reporting period will increase by 34% – 60% over the same period of the previous year, with a profit of about 82.4613 million yuan – 98.4613 million yuan. In 2021, the company will accelerate market development, vigorously expand new technology applications and new application fields, strictly control costs and expenses, and further improve its core competitiveness and industry influence. The company expects that the annual performance will increase significantly compared with the same period last year. The amount of non recurring profit and loss of the company in 2020 is 1.8975 million yuan. It is estimated that the impact of non recurring profit and loss on net profit in 2021 is 7.6 million yuan to 9.6 million yuan, mainly due to government subsidies received by the company during the reporting period.
Dlg Exhibitions & Events Corporation Limited(600826) : Dlg Exhibitions & Events Corporation Limited(600826) issued an announcement on signing a compensation agreement for house expropriation on state-owned land. According to the Huangpu District Bund source phase II (enterprises and institutions) old urban reconstruction project, the Huangpu District People’s government made the decision on house expropriation, and the company’s house located at No. 107 Huqiu Road, Huangpu District was included in the scope of expropriation. 107 Huqiu road is a public non residential house leased by the company. At present, the company has basically reached an agreement on expropriation compensation. The company plans to sign the compensation agreement for housing expropriation on state owned land in Shanghai with the housing expropriation unit and the housing expropriation implementation unit. According to the compensation agreement, the company expects to obtain a total compensation of 45116945.00 yuan for the collection of the house, which shall be subject to the compensation recorded in the settlement sheet.
Risk tips
Covid-19 epidemic situation is repeated or worsened; The tightening of China’s winter epidemic prevention policy.
