Today (April 22), the main contents of the daily report of A-share listed companies are: Contemporary Amperex Technology Co.Limited(300750) no dividend is hot; 300 billion “photovoltaic Mao” urgently issued a clarification announcement; Bing dwen dwen made the listed company make a profit of 100 million yuan in 3 months; Anji Foodstuff Co.Ltd(603696) handed over the first quarter results are not very optimistic
hot company trends:
Contemporary Amperex Technology Co.Limited(300750) no dividend provokes heated discussion the company’s hot line responded
Contemporary Amperex Technology Co.Limited(300750) announced on April 21 that in 2021, no cash dividend, no bonus shares, no capital increase with accumulation fund, and the remaining undistributed profits were carried forward to future years. This matter has aroused heated discussion among netizens. In this regard, Contemporary Amperex Technology Co.Limited(300750) relevant person in charge responded to the reporter on April 22: the company’s private placement is in the process of implementation. According to the measures for the administration of securities issuance and underwriting, if there is a profit distribution plan that has passed the vote of the general meeting of shareholders but has not been implemented, the main contractor shall not underwrite the issuance of securities before the implementation of the plan.
In addition, the company expects to have major investment plans and cash expenditures in capacity construction, R & D investment and raw material procurement in 2022. Taking into account the company’s development stage, future capital demand, progress of private placement and long-term interests of shareholders, the company decided not to distribute profits in 2021. After the completion of the pending increase, the profit distribution will be carried out in accordance with relevant laws and regulations and the articles of association, so as to provide reasonable investment returns to investors.
chairman quietly reducing holdings? 300 billion “photovoltaic Mao” emergency response! Continuous adjustment of photovoltaic sector how to go in the future
The “photovoltaic Mao” with a market value of more than 300 billion has attracted public attention. On April 21, some media issued a document saying that Zhong Baoshen, chairman of Longi Green Energy Technology Co.Ltd(601012) group, quietly reduced 19.6 million shares, but did not issue an announcement, or there were violations in the window period and letter phi.
In this regard, on the 21st, Longi Green Energy Technology Co.Ltd(601012) issued a Clarification Announcement, and the content reported by the media was untrue. Due to the division of family property, Zhong Baoshen’s shareholding change is due to non transaction transfer. His shareholding change meets the requirements of relevant laws and regulations, and there is no illegal reduction and information disclosure in the window period. It is worth noting that Longi Green Energy Technology Co.Ltd(601012) share price has fallen all the way since November 2, 2021, with a decline of more than 37% during the period, and the higher point of market value has evaporated 200 billion yuan.
is too fierce: another giant smashes 7 billion! Baijiu expansion tide: Moutai Wuliangye Yibin Co.Ltd(000858) has already launched the influence?
Although Baijiu sector stock prices recently encountered deep callbacks, but the overall performance of listed wine companies is still beautiful, and the industry leaders have introduced expansion plans. On the evening of April 21, Shede Spirits Co.Ltd(600702) announced that it plans to invest in the construction of the project of increasing production and capacity expansion, with an estimated total investment of 7.05 billion yuan, a planned land area of about 1774 mu, and a construction period of 5 years. After completion, the company is expected to increase the annual output of raw wine by about 60000 tons, increase the energy storage of raw wine by about 342500 tons, and increase the annual koji making capacity by about 50000 tons Shede Spirits Co.Ltd(600702) also released the results of the first quarter of 2022, realizing a net profit attributable to the parent company of 531 million yuan, an increase of 75.75% year-on-year.
Previously, Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Luzhou Laojiao Co.Ltd(000568) , Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) and other liquor enterprises have issued production expansion plans in varying degrees and forms, with a maximum investment of more than 9 billion. In this context, there are concerns about whether the industry will overcapacity in the future. But there are also analysts who say that the expansion is more structural adjustment under the background of total decline, and the demand for high-end high-end Baijiu is still insufficient.
Bing dwen dwen makes this listed company make 3 billion yuan in 7 months!
Bing dwen dwen’s shopping scene is still in sight in Beijing during the Winter Olympics. As a Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) of the Beijing Winter Olympic Games and the winter Paralympic Games, the 2022 of the first quarter was full of money.
the performance forecast for the first quarter of 2022 released on Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) 21 shows that the company’s first quarter forecast profit is 90 million yuan to 100 million yuan, with a year-on-year increase of 217.82% – 253.13%! As for the reason for the substantial increase in performance, it is natural that the demand for the Winter Olympic licensed commodities led by the “ice pier” is exuberant. Bing dwen dwen’s net profit may not fully reflect the growth of the company’s performance. According to the 2021 annual report released on the same day, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) ‘s net profit last year is only 116 million yuan.
just 5 connection board! The company suddenly announced: net profit plummeted by nearly 80%
On the occasion of the deep adjustment of share capital of a week, the food processing enterprise Anji Foodstuff Co.Ltd(603696) ( Anji Foodstuff Co.Ltd(603696) ) bucked the market and strengthened on April 21 and closed the board again. So far, five boards have been harvested. Contrary to the upsurge in the secondary market, the first quarter performance delivered by Anji Foodstuff Co.Ltd(603696) on the evening of the 21st was not very optimistic. The performance express showed that the operating revenue in the first quarter of this year was 109 million yuan, down 16.46% year-on-year; The net profit was 2.9093 million yuan, a year-on-year decrease of 78.52%.
Anji Foodstuff Co.Ltd(603696) said that affected by the Spring Festival and the covid-19 epidemic in Quanzhou, the access of goods was seriously blocked, resulting in a significant reduction in sales revenue; During the reporting period, the prices of raw and auxiliary materials continued to rise, resulting in a decrease in the overall gross profit margin of 5.41%. During the reporting period, due to the impact of the decline in the securities market, the fair value of financial products was withdrawn for impairment
122 shares received institutional buy in rating Asymchem Laboratories (Tianjin) Co.Ltd(002821) paid the highest attention
Statistics show that 122 stocks received institutional buy rating on April 21.
Among them, Asymchem Laboratories (Tianjin) Co.Ltd(002821) has the highest attention and has won 9 institutional buy in rating records Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Sichuan Chuantou Energy Co.Ltd(600674) , Yunnan Energy New Material Co.Ltd(002812) , Ningbo Deye Technology Co.Ltd(605117) , China Telecom Corporation Limited(601728) won 5, 5, 4, 4 institutional buy rating records respectively. From the perspective of agency rating changes, 18 rating records of agency buying rating records are the first concern of the agency, involving Bright Dairy & Food Co.Ltd(600597) , Unigroup Guoxin Microelectronics Co.Ltd(002049) , Chongqing Brewery Co.Ltd(600132) and other stocks.
37 shares 20 research institutions above Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) most concerned
Statistics show that in the past five trading days (from April 15 to April 21), about 86 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 37 companies were investigated by more than 20 institutions Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) received the most attention, with 551 institutions participating in the research Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , Sanquan Food Co.Ltd(002216) and others were investigated by 367, 256 and 245 institutions respectively. In terms of the number of institutional investigations, two companies have been investigated by institutions for three times, namely Zhejiang Weixing Industrial Development Co.Ltd(002003) , Shandong Wit Dyne Health Co.Ltd(000915) .
rating agencies are busy smart cockpit leader is the most concerned 22 stock institutions have high bullish space (attached list)
Statistics show that from April 15 to 21, 687 listed companies disclosed their 2021 annual reports and 304 disclosed their first quarterly reports. The market as a whole has entered a sprint period. Agency ratings remained strong. During this period, 61 agencies conducted a total of 2153 ratings, and 599 companies received “buy” ratings (recommendation, strong promotion, overweight and buy).
Divided by Shenwan level industries, the number of individual stocks on the list of mechanical equipment, electronics, chemical industry, medicine and biology ranks first, with more than 60 shares; In terms of individual stocks, 22 stocks received more than 15 institutional ratings. The intelligent cockpit faucet Huizhou Desay Sv Automotive Co.Ltd(002920) has been rated 35 times to be the best in the world; Since then, 7 shares, including Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) , Shandong Sun Paper Co.Ltd(002078) , Hangzhou Robam Appliances Co.Ltd(002508) , have received more than 20 ratings.
Ge Lan, Zhou Weiwen, Cao Mingchang! Star fund manager’s latest position adjustment exposure
On the morning of April 22, China Europe Fund released the first quarterly report of its funds in 2022. Zhou Weiwen increased the allocation of new energy, science and technology, and reduced the allocation of consumption and other industries. Ge Lan’s position changed slightly in the first quarter, and the management scale shrank to 96 billion yuan. Cao Mingchang continued to maintain the undervalued strategy. Ge Lan is still optimistic about the medium and long-term investment opportunities in the pharmaceutical and biological sector, but short-term market fluctuations are inevitable, and will continue to strive to create long-term investment returns for holders.
Zhou Weiwen’s representative work, China Europe new blue chip, reduced the position of the consumer industry and increased the allocation of new energy and technology in the first quarter, but still maintained a balanced allocation mode. The proportion of the top ten heavy positions in the net assets of the fund is still not high. Compared with last year’s heavyweight stocks, Xiamen Faratronic Co.Ltd(600563) , Muyuan Foods Co.Ltd(002714) , Luxshare Precision Industry Co.Ltd(002475) , Cosco Shipping Energy Transportation Co.Ltd(600026) , Songcheng Performance Development Co.Ltd(300144) , Luzhou Laojiao Co.Ltd(000568) , Fuyao Glass Industry Group Co.Ltd(600660) , Hengli Petrochemical Co.Ltd(600346) withdrew from the list of the top ten heavyweight stocks in the first quarter.
