Most institutions are optimistic about the future performance of maternal and infant concept stocks.
five days three board Beijing Hualian Department Store Co.Ltd(000882) performance from profit to loss
Yesterday, Beijing Hualian Department Store Co.Ltd(000882) announced the revised announcement of the performance forecast for 2021. The net profit attributable to the parent company was revised from the expected profit of 16 million yuan to 24 million yuan to a loss of 150 million yuan to 195 million yuan, which exceeded the total net profit of the company in recent four years
The company said that the land use right of 34400 square meters held by the wholly-owned subsidiary was recovered by the government free of charge. Previously, it had been actively coordinating and communicating with relevant local government departments to recover the land as soon as possible. In view of the repeated impact of the epidemic on the communication progress, and the relevant government departments completed the announcement and cancellation of the real estate ownership certificate in March 2022 according to the process. For prudence, the company will recognize the loss of relevant land assets, which is expected to have an impact on the profit and loss of the company in 2021 of 204 million yuan, resulting in the net profit attributable to the shareholders of the listed company turning from profit to loss in 2021.
Beijing Hualian Department Store Co.Ltd(000882) results before the revision announcement, there was a change in the stock price, and there were three trading boards in the past five trading days. Some institutions have fled in advance. According to the data of the dragon and tiger list, yesterday, two special seats for institutions boarded Beijing Hualian Department Store Co.Ltd(000882) and sold the top five seats, with a total net sales of 399343 million yuan
Coincidentally, there was a significant reduction in the performance of a listed company last night Risesun Real Estate Development Co.Ltd(002146) announcement shows that the company originally expected a profit of 100 million yuan to 150 million yuan and the latest expected loss of 4.5 billion yuan to 6 billion yuan company said that since February 2022, the overall downward trend of the real estate market has continued, the prevention and control situation of covid-19 epidemic in many places has intensified, the sales environment of the company’s projects has been seriously affected, and the inventory falling price reserve has been made for the replenishment of the company’s inventory at the end of 2021.
Risesun Real Estate Development Co.Ltd(002146) recently, the stock price has been good. A wave of rising market was launched on March 16, and has risen by 30.75% so far. During this period, the funds going north continued to increase positions, with a total increase of nearly 30 million shares. Based on the average transaction price in the range, the total increase of holdings was 130 million yuan.
Shanghai Aiyingshi Co.Ltd(603214) second largest shareholder or liquidation reduction
Yesterday, Shanghai Aiyingshi Co.Ltd(603214) announced that the second largest shareholder of the company plans to reduce its shares by no more than 16.97% of the total share capital . At present, the shareholder holds 16.97% of the total share capital of the company, which means that the shareholder clears his position and reduces his holdings.
This reduction is the second reduction of the shareholder’s holdings. Previously, United Investment reduced its holdings of shares accounting for 2% of the total share capital of the company from July 21, 2020 to January 17, 2021. At that time, the reduction price was 34.27 yuan, and the latest share price has fallen to 19.08 yuan.
It is worth noting that Shanghai Aiyingshi Co.Ltd(603214) released the annual report of declining profits before the reduction. In 2021, the company realized a net profit attributable to the parent company of 73 million yuan, a year-on-year decrease of 36.97%, the lowest profit in recent six years.
The company announced that in 2021, China’s newborn population continued to decline sharply, bringing a new round of impact to the mother and baby retail industry. According to the 2021 consumption data analysis report of China’s mother and baby physical stores released by the mother and baby industry research center of chinababy.com, the overall sales of mother and baby stores in 2021 decreased by 4.5% year-on-year, the proportion of closed stores increased by 2.5 percentage points year-on-year, and the proportion of new stores opened was basically the same year-on-year.
At the beginning of this year, Shanghai Aiyingshi Co.Ltd(603214) had a rapid rise in the stock price due to the concept of mother and child, and the highest increase in the year was close to 40%. After the heat faded, individual stocks retreated continuously. Before the release of the last annual report, the stock price fell to a low of nearly one year and rebounded slightly in the past two days.
mother and baby stocks: 60% performance decline
From the perspective of market situation, maternal and infant concept stocks have generally retreated since this month, with an average decline of 5.91%, of which 7 stocks have fallen by more than 10%, and Shenzhen Kingsun Science & Technology Co.Ltd(300235) , Jinfa Labi Maternity & Baby Articles Co.Ltd(002762) , Vtron Group Co.Ltd(002308) retreated at the top, down 15.43%, 13.94% and 13.32% respectively.
Due to the reduction of newborn population in recent years, the profit of mother and child related concept stocks has declined. According to the statistics of securities times · databao, 24 listed companies have announced the performance forecast or annual report of 2021, of which 15 are expected to have a year-on-year decrease in profits, accounting for 62.5% of the total, of which 8 companies have a year-on-year decrease of more than 50%, and Beijing Bohui Innovation Biotechnology Group Co.Ltd(300318) , Vtron Group Co.Ltd(002308) , mubang high tech have the highest year-on-year decrease, with a year-on-year decrease of 439771%, 124538% and 438.18% respectively.
Most institutions are optimistic about the future performance of mother and child concept stocks. Statistics show that nine listed companies have obtained ratings from more than five institutions, and the net profit in 2022 is predicted to increase year-on-year, of which Kidswant Children Products Co.Ltd(301078) , Shenzhen Comix Group Co.Ltd(002301) , Cabio Biotech (Wuhan) Co.Ltd(688089) predicted net profit will increase by more than 40% year-on-year.
Guosen Securities Co.Ltd(002736) believes that it is imperative to promote the relevant policies to encourage fertility under the background of China’s aging population. It is expected that there will be continuous supporting incentive policies in the future to solve the substantive repression factors such as the current high fertility costs of residents. Under the continuous policy catalysis and the general trend of consumption upgrading, it is expected that the scale of the mother and baby market is still expected to achieve structural improvement in the future, and the leaders of relevant subdivided mother and baby tracks are expected to further benefit.
