Today (January 10), the daily of A-share listed companies mainly includes: “the godfather of capital” Liu Shaoxi’s Yihua Department has another problem; Shanghai Hongda New Material Co.Ltd(002211) was filed for investigation; “Yanmao” Aier Eye Hospital Group Co.Ltd(300015) was exposed to “bribery”; Leading chemical stocks “look good” this week.
hot company trends:
once fell to the limit in early trading! Another company accident
“Godfather of capital” Liu Shaoxi’s Yihua Department has another problem? On January 7, Yihua Healthcare Co.Ltd(000150) announced that the company had illegal guarantees, involving about RMB 42.55 million of debt capital that the company may bear, and other risk warnings may be implemented for the company’s stock trading. Affected by the news, Yihua Healthcare Co.Ltd(000150) once fell to the limit in early trading today. Some netizens said, “it’s really a soul breaking knife.” But then Yihua Healthcare Co.Ltd(000150) pryed open the limit.
what a fool! The Northeast company wants to “buy lithium” soared by 140%, and suddenly announced: termination!
In June last year, Anshan Heavy Duty Mining Machinery Co.Ltd(002667) from Anshan, Liaoning Province announced that it planned to acquire the equity of lithium mining company, and the share price soared 140% in two months. During this period, it closed five limit boards in six days. Six months later, on the evening of January 9, the company suddenly announced the termination of the acquisition because “during the negotiation, the raw ore price and the external macro environment fluctuated greatly, and the trading parties were always unable to reach an agreement on the final acquisition price”. In the previous month, the company’s important shareholders holding more than 5% and the original actual controller announced the reduction. At present, more than half of the planned reduction has been completed.
thunder keeps coming! Shanghai Hongda New Material Co.Ltd(002211) was filed for investigation. The honest accuser lost contact. The new actual accuser was filed less than February
On January 9, Shanghai Hongda New Material Co.Ltd(002211) (002211. SZ) disclosed that the company received the notice on case filing (No.: Zheng Jian Li Jian Zi 0032022001) from the CSRC on January 7, 2022. Because the company is suspected of violating laws and regulations in information disclosure, the CSRC decided to file a case for investigation.
On the same day, the company also said that the controlling shareholder Jiangsu Weilun Investment Management Co., Ltd. (hereinafter referred to as “Jiangsu Weilun”) received the notice of property freezing from Zhuzhou Supervision Committee of Zhuzhou Municipal Commission of discipline inspection of the Communist Party of China on January 6, 2022. Due to the need of handling the case, 28325124 shares of the company held by Jiangsu Weilun were frozen, accounting for 6.55% of all shares of the listed company held by Jiangsu Weilun. So far, as of the announcement date, Jiangsu Weilun held 125735743 shares of the company, with a shareholding ratio of 29.07%.
“yanmao” Aier Eye Hospital Group Co.Ltd(300015) was exposed as “bribery”! Company emergency response
The weekend of “eye grass” Aier Eye Hospital Group Co.Ltd(300015) was not very peaceful. ” Aier Eye Hospital Group Co.Ltd(300015) three year operation rebate details were exposed” rushed to microblog hot search. From January 6 to January 9, AI Fen, who was certified as “director of emergency department of Wuhan Central Hospital”, successively posted four lists on the microblog called “emergency Zhejiang Sunflower Great Health Limited Liability Company(300111) AI Fen”, including Aier Eye Hospital Group Co.Ltd(300015) bribe “hospital doctor’s name, referring person’s position, contact person, amount, account opening bank, card number, patient’s name, operation date, disease type, operation fee, etc, Aifen questioned Aier Eye Hospital Group Co.Ltd(300015) the existence of “bribery” of doctors.
welcome the outbreak of performance and lift the ban on leading chemical stocks this week
Welcoming the outbreak of performance and facing the lifting of the ban on high floating profits, the trend of chemical giant Jiangsu Eastern Shenghong Co.Ltd(000301) this week deserves attention. On January 14, Jiangsu Eastern Shenghong Co.Ltd(000301) nearly 335 million shares were facing the lifting of the ban. The market value of the lifted shares was about 6.864 billion yuan, the yield of the lifted shares was 360.47%, and the proportion of the lifted shares was about 6.93%. The shareholder of the restricted shares was Shenghong (Suzhou) Group Co., Ltd.
On January 5, Jiangsu Eastern Shenghong Co.Ltd(000301) predicted that the net profit in 2021 was about 4.1-5 billion yuan, an increase of 435.00% – 552.44% over the same period of the previous year (after retroactive adjustment). It is worth noting that Jiangsu Eastern Shenghong Co.Ltd(000301) said that due to the merger of sipang under the same control, the company is expected to increase the non recurring profits and losses attributable to the shareholders of the listed company by RMB 2.7 billion to RMB 3.4 billion in the reporting period.
65 shares were investigated by more than 20 institutions Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) and most concerned
Statistics show that in the past five trading days (December 31 to January 7), about 194 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 65 companies were investigated by more than 20 institutions. Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) attracted the most attention, with 649 institutions participating in the research; Shenzhen United Winners Laser Co.Ltd(688518) , Qingdao Gaoce Technology Co.Ltd(688556) , Thunder Software Technology Co.Ltd(300496) were investigated by 455, 380 and 362 institutions respectively. In terms of the number of institutional research, two companies have been investigated by institutions for three times, namely Zhejiang Weixing Industrial Development Co.Ltd(002003) , Anhui Truchum Advanced Materials And Technology Co.Ltd(002171) , and the institutional research is the most intensive.
59 shares such as Hubei Jumpcan Pharmaceutical Co.Ltd(600566) have been net bought by institutions in the past five days
Statistics show that among the dragon and tiger lists in the past five trading days, 114 stocks have appeared in the figure of institutions, of which 59 stock presentation institutions have net purchases and 55 stock presentation institutions have net sales. The top three institutions’ net purchases in the past five days are Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Beijing Tongrentang Co.Ltd(600085) , Hubei Jumpcan Pharmaceutical Co.Ltd(600566) .
At the same time, among the longhubang stocks that have landed in Shanghai and Shenzhen in the past five trading days, the sales department has net bought larger stocks such as China Mobile, Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) , Shenzhen Zqgame Co.Ltd(300052) . Specifically, China Mobile is the most favored stock for funds, with the net purchase amount of the business department reaching 2.015 billion yuan, ranking first in the list.
70 shares received the highest institutional buy in rating Great Wall Motor Company Limited(601633) , Tongwei Co.Ltd(600438) and
Statistics show that a total of 70 stocks received institutional buy rating during the period (January 7-january 9). Among them, Great Wall Motor Company Limited(601633) and Tongwei Co.Ltd(600438) have the highest attention, and have won 5 institutional buy in rating records; Followed by Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) and Bank Of Ningbo Co.Ltd(002142) , which have won 4 and 3 institutional buy rating records respectively. From the perspective of agency rating changes, among the agency buy rating records, 28 rating records are the first concern of the agency, involving China Mobile, Shanghai Yuyuan Tourist Mart (Group) Co.Ltd(600655) , Fu Jian Anjoy Foods Co.Ltd(603345) , Dehua Tb New Decoration Material Co.Ltd(002043) , Haining China Leather Market Co.Ltd(002344) and other stocks.
fund manager of “skidding” of new energy vehicle track strongly supports
The strongest voice of track investment in recent years – the new energy vehicle sector, staged a dramatic and soul stirring play in early 2022.
In the first trading week of the new year, the main force of market adjustment focused on new energy vehicles, CXO medicine, medical treatment and chips. The new energy vehicle sector has eclipsed the “champion” fund in 2021, and the “champion curse” has been said again.
The reporter found that previously, fund managers generally expected that the new energy vehicle sector would be a pattern of structural differentiation in 2022, especially in upstream raw materials, midstream batteries and other links. With the change of supply and demand environment, investment opportunities will be deeply differentiated. However, fund managers also believe that the recent sharp decline in the new energy vehicle sector has exceeded market expectations. Under the condition that the long-term trend of the industry remains unchanged, the adjustment also gives investors a better layout time point.
increased positions of foreign “cargo sweeping” insurance stocks in the beginning of the year The People’S Insurance Company (Group) Of China Limited(601319) and New China Life Insurance Company Ltd(601336)
Behind the contrarian rise of the insurance sector, there is no lack of some “smart” funds increasing their positions sharply. Data show that in the first four trading days of this year, foreign investors increased their positions in all five A-share listed insurance stocks through the Shanghai Stock connect. As of January 9, the holdings of foreign capital in The People’S Insurance Company (Group) Of China Limited(601319) , New China Life Insurance Company Ltd(601336) , China Pacific Insurance (Group) Co.Ltd(601601) , Ping An Insurance (Group) Company Of China Ltd(601318) , China Life Insurance Company Limited(601628) have increased by 25%, 8%, 6%, 2% and 2% respectively compared with the holdings at the closing on December 31, 2021, and there are obvious signs of “scavenging”.
Is the anti market rebound at the beginning of the year caused by the oversold rebound caused by the switching of market style, or the reverse market caused by the change of fundamentals of the insurance industry? Insiders and financial institutions generally believe that there is no sign of reversal in the fundamentals of the insurance industry, and the premium growth rate in the first quarter of this year may continue to be under pressure. The contrarian rise of insurance stocks at the beginning of the year came more from the rebound after oversold last year.
(source: China stock market news research center)
