Today (April 18), the daily report of A-share listed companies mainly includes: China Merchants Bank Co.Ltd(600036) once fell by nearly 9%; Ten billion bull stocks staged “sky floor” Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) continuous limit decline, the company responded to the query on the efficacy of Lianhua Qingwen Inner Mongolia Tianshou Technology&Development Co.Ltd(000611) announced the termination of planning for major asset restructuring; Less than January after listing, 40% of the new shares of Geling Shentong broke
hot company trends:
A \ only product holding Zhang Kun, Lao jienan and Zhu Shaoxing will be affected
On the morning of April 18, China Merchants Bank Co.Ltd(600036) once plunged nearly 9%. The rare plunge made the stock rush into the microblog search, causing a lot of hot discussion. As for the rumor that the online rumor executives were investigated, China Merchants Bank Co.Ltd(600036) although made a statement saying that the relevant reasons for the sharp decline were “being verified”, it was obvious that it could not reverse the decline, and the fund with heavy positions in the stock was not immune from the disaster.
According to the 2021 annual report of public funds, by the end of 2021, a total of 1451 public fund products held China Merchants Bank Co.Ltd(600036) , the proportion of circulating A-Shares reached 6.64%, and the number of shares held reached 1.37 billion. Among them, 78 funds under e fund hold China Merchants Bank Co.Ltd(600036) 350 billion shares, which is the public fund company holding the most shares. Huaxia Fund and huitianfu fund also held more than 100 million shares.
sudden collapse! Ten billion bull stocks staged “sky floor” 17 day 13 limit what happened
Many high-level real estate stocks staged “sky floor”, which is another bowl of noodles. The investors who killed in the morning “stood guard”. On April 18, the popular real estate concept stock Cccg Real Estate Corporation Limited(000736) ( Cccg Real Estate Corporation Limited(000736) , SZ) rose strongly again in the morning, and the share price was once closed to the limit. Due to excessive profit margins, the stock price was hit and plunged in a straight line. As of the closing, Cccg Real Estate Corporation Limited(000736) hit the limit and staged a “sky floor”. The turnover was 3.183 billion yuan, down 9.91%, and the latest market value was 15.3 billion yuan.
Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) continuous limit drop the company responded to the query on the efficacy of Lianhua Qingwen
As covid-19 drug Lianhua Qingwen product was involved in the storm of questioning the efficacy, the share price of Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) ( Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) . SZ) fell by the limit on the morning of April 18, which was another limit after April 15. Lianhua Qingwen capsule (granule) is the leading product of Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) and is mainly used for the treatment of cold and influenza related diseases. In April 12, 2020, the State Drug Administration approved Lianhua Qingwen capsules (granules) on the basis of the original approved indications to increase the new indications of “New Coronavirus pneumonia with light and ordinary type”.
nine days and five boards later terminate major asset restructuring! Attention letter from the exchange
After nine days of harvest and five daily limit, Inner Mongolia Tianshou Technology&Development Co.Ltd(000611) announced the termination of planning for major asset restructuring. On the evening of April 15, Inner Mongolia Tianshou Technology&Development Co.Ltd(000611) announced that on January 29, the company started planning for major asset restructuring, and the company plans to transfer 521291% equity of Tianchi molybdenum industry held by Tianshou investment, a 100% controlled subordinate partnership. After careful study, the company has decided to terminate this major asset restructuring.
Inner Mongolia Tianshou Technology&Development Co.Ltd(000611) announced on the same day that Jilin Tiancheng Mining Co., Ltd. has signed the creditor’s rights transfer agreement with Jilin Daheishan Molybdenum Industry Co., Ltd. to transfer all the debt rights of the company and 100% holding partnership Tianshou investment to Daheishan molybdenum industry in two cases being tried by Jilin Provincial Higher People’s court.
investors are stunned! Listing less than 1 month new shares broke 40% triggered this “commitment”
Less than a month after the listing of new shares, it broke and fell by nearly 40%. Just now, the actual controller of the company was triggered to “promise” to extend the lock-in period. The breaking of new shares, winning lots, loss and abandonment of purchase have become a major focus in the A-share market recently. On April 17, GE lingshentong, a broken new share that has only been listed for one month, announced that the controlling shareholder and actual controller of the company extended the lock-in period for six months because the fall triggered the commitment
51 only performance stock increase was robbed by institutions
Statistics show that among the 1192 stocks with significant growth (an increase of 50% or more) in 2021, there were 51 net purchases by institutions from February 19 to April 18. Among them, the net profit of Hoshine Silicon Industry Co.Ltd(603260) year increased by 512.4%, and the net purchase amount of institutions was 694 million yuan, with the largest net purchase amount; The net purchases of Wuxi Shangji Automation Co.Ltd(603185) , Andon Health Co.Ltd(002432) , Shanxi Zhendong Pharmaceutical Co.Ltd(300158) , etc. were also more.
Eternal Asia Supply Chain Management Ltd(002183) and other 31 shares received 20 research of more than institutions
Statistics show that in the past five trading days (from April 11 to April 15), about 68 listed companies in Shanghai and Shenzhen were investigated by institutions.
In the institutional research list, a total of 31 companies were investigated by more than 20 institutions Chacha Food Company Limited(002557) received the most attention, with 344 institutions participating in the research Eternal Asia Supply Chain Management Ltd(002183) , Inspur Electronic Information Industry Co.Ltd(000977) , Kede Numerical Control Co.Ltd(688305) and others were investigated by 260, 176 and 174 institutions respectively. In terms of the number of institutional research, the research of Eternal Asia Supply Chain Management Ltd(002183) institutions is the most intensive, with a total of 8 institutional research Byd Company Limited(002594) , Zhejiang Jingu Company Limited(002488) were investigated by the institution for 5 times and 4 times respectively.
top secret most favored by institutions in recent five days 44 shares
In the context of the net outflow of main funds, the institutional funds of longhubang have been sold in the past five days. Statistics show that among the dragon and tiger lists in the past five trading days, 95 stocks have appeared in the figure of institutions, of which 44 stock presentation institutions have net purchases and 51 stock presentation institutions have net sales. .
10 company won 100 institutional research these two companies welcome more than 300 institutions ” knock”
Last week (April 11-15), more than 200 A-share companies disclosed the records of investor relations activities. However, excluding the companies that issued online performance briefings, only 71 companies received the research of institutional investors.
Although a small number of companies received institutional research last week, 10 companies received more than 100 institutions for research. Among them, Hangzhou Hikvision Digital Technology Co.Ltd(002415) and Chacha Food Company Limited(002557) which just disclosed the annual report last week received the most attention, and both welcomed more than 300 institutions to “knock on the door”. From the perspective of industry distribution, the basic chemical industry and electronic industry have the highest research popularity, with 9 and 7 company reception institutions in the sector respectively.
position adjustment path emerges star fund managers conduct intensive research and seek opportunities
In addition to the position adjustment disclosed in the first quarterly report of the fund, since April, star fund managers have also been conducting intensive research to find investment opportunities. These research paths also reveal their current focus. Taking Aecc Aero-Engine Control Co.Ltd(000738) as an example, on April 11, its teleconference attracted more than 120 participants, including Deng Xiaofeng, chief investment officer of Gaoyi assets, Zhu Shaoxing, deputy general manager of Wells Fargo fund, Hongliu, managing director of Harvest Fund and other 10 billion fund managers. It is worth noting that Aecc Aero-Engine Control Co.Ltd(000738) is also Deng Xiaofeng’s heavy position stock.
For individual targets, some fund companies are collectively dispatched for research. On April 14, star fund managers such as Yang Jinjin of BOCOM Schroder fund, Bo Guanhui of Yinhua Fund and Bao Wuwu of Jingshun Great Wall Fund investigated Beijing Baolande Software Corporation(688058) ; Similarly, from April 11 to April 15, famous fund managers such as Tang Xiaobin of GF fund, Sun Bin of Wells Fargo fund and Li Jin of Jingshun Great Wall Fund investigated Sf Diamond Co.Ltd(300179) . The market value of the above two companies is less than 6 billion yuan.
