The number of 100 billion shares in a stock market has been significantly reduced, from 149 at the end of 2021 to 117.
the number of trillion market value shares on GEM returns to zero
On April 20, the Shanghai stock index was weak and volatile in the morning, and fell sharply in the afternoon, closing down 1.35%. The net outflow of funds from the North throughout the day was 5.287 billion yuan, which has been in the state of net outflow for three consecutive days.
Among the major stock indexes in the market, the gem index fell the most, closing down 3.66%, and has fallen 28.86% this year. As of the closing on April 20, the annual decline of the index hit the lowest level in history.
The heavyweight Contemporary Amperex Technology Co.Limited(300750) fell 7.55% and the value of a stock market fell below the trillion mark, dropping from third to fourthCenter>
According to the statistics of securities times · databao, compared with the historical high, Contemporary Amperex Technology Co.Limited(300750) pullback rate exceeds 40%. So far, the number of GEM stocks with A-share market value of more than trillion has fallen to zero.
The second heavyweight stock Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) fell 8.71% and its share price fell below 300 yuan / share, with the latest market value of less than 370 billion yuan. Other heavyweights such as Eve Energy Co.Ltd(300014) , Sungrow Power Supply Co.Ltd(300274) , Ginlong Technologies Co.Ltd(300763) , Shenzhen Dynanonic Co.Ltd(300769) , Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , etc. fell significantly.
Sungrow Power Supply Co.Ltd(300274) fell the most. The stock closed down 20% today, the largest one-day decline in the stock’s historyCenter>
Sungrow Power Supply Co.Ltd(300274) is the leader of photovoltaic inverter. Driven by the high prosperity of photovoltaic industry, the net profit of the company has continued to grow rapidly in the past few years. The share price reached a historical high in July last year, and the share price rose more than 30 times within 10 years of listing. It can be called a white horse in the field of new energy. The company also attracted the attention of a large number of institutions. By the end of last year, the number of positions held by the company had reached 1157.
performance was lower than expected, and the organization lowered the target price of photovoltaic inverter leader
The annual report and first quarterly data disclosed on April 19 poured cold water on Sungrow Power Supply Co.Ltd(300274) investors.
According to the annual report, the company achieved a net profit of 1.583 billion yuan in 2021, a year-on-year decrease of 19.01%. In the fourth quarter, the profit showed a cliff like decline, with a profit of only 78 million yuan, a month on month decrease of nearly 90% compared with the third quarter; The net profit in the first quarter of this year was 411 million yuan, a slight increase of 6.26% year-on-year.
According to the company, the performance in 2021 was lower than expected, and the core reason was the problems in the power station business. As a result of the epidemic, the Vietnam project was not connected to the grid in October last year, the new electricity price was implemented, resulting in the withdrawal, and the Myanmar project was cancelled due to the coup, resulting in some costs. In addition, the overseas energy storage business was affected by the epidemic and received a fine, resulting in increased revenue without increasing profits.
Citigroup research report pointed out that the profit of 3 Chongqing Sansheng Industrial Co.Ltd(002742) 021 was lower than expected, mainly due to higher component costs. To this end, the agency lowered the net profit forecast of Sungrow Power Supply Co.Ltd(300274) this year and next by 25.3% and 23.6%, and lowered the target price by 23% to 123 yuan.
China International Capital Corporation Limited(601995) also believes that the performance of Sungrow Power Supply Co.Ltd(300274) in 2021 and the first quarter of this year were lower than expected. Considering the impact of rising supply chain costs on the profitability of the company, the company lowered its profit forecast and lowered the target price by 45% to 105 yuan.
From the list of the top ten circulating shareholders of the company in the first quarter, the fund accounted for 5 seats, and GF fund and Huatai Bairui increased their holdings; Among them, GF increased its holdings of three products, and two ETFs of Huatai Bairui and Tianhong fund became the top ten new shareholders. The social security fund portfolio, which has always been known for its soundness, was withdrawn from the list.
hundred billion elephant shares reduced by more than 20%, and the share price of fruit chain leader halved
In fact, in addition to Sungrow Power Supply Co.Ltd(300274) , many heavyweights have suffered a sharp pullback.
According to the statistics of data treasure, at the end of 2021, the average decline of stocks with a value of more than 100 billion in a stock market has reached 15.65% since this year, underperforming the Shanghai index in the same period. Stocks with a market value of between 30 billion and 100 billion fell the most, while those with a market value of less than 2 billion fell the least.
After adjustment in previous months, the number of 100 billion shares in a stock market has been significantly reduced, from 149 at the end of last year to 117, a decrease of 21.48%.
According to data treasure statistics, compared with the end of last year, 39 shares withdrew from the market value of 100 billion, including Sanan Optoelectronics Co.Ltd(600703) , Hangzhou First Applied Material Co.Ltd(603806) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Yunnan Baiyao Group Co.Ltd(000538) , Hoshine Silicon Industry Co.Ltd(603260) , etc. These stocks fell by an average of 30% during the year, among which the leading fruit chain Lens Technology Co.Ltd(300433) fell by 53.7%, which is the only half cut stock with a market value of less than 100 billion.
Lens Technology Co.Ltd(300433) 2021 achieved a profit of 2.088 billion yuan, a year-on-year decrease of 57.36%. During the reporting period, comprehensive factors such as the rise of human costs, the increase of R & D projects, the operation of new parks, supply chain fluctuations, epidemic situation and power restriction had a certain impact on the company’s operating performance.
From the perspective of the dynamics of northbound funds, some of the above-mentioned stocks have been increased since April. According to the rough calculation of the average transaction price in the range, Zhejiang Chint Electrics Co.Ltd(601877) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Huaneng Power International Inc(600011) , Bank Of Shanghai Co.Ltd(601229) and other six shares were increased by more than 100 million yuan. (data treasure Liang Qiangang)
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
