Anji Foodstuff Co.Ltd(603696) first quarter net profit decreased by 78.52% year on year Huizhou Desay Sv Automotive Co.Ltd(002920) in recent weeks, it has received 35 agency ratings.
Anji Foodstuff Co.Ltd(603696) 5 connected to the board, the company's net profit in the first quarter fell by nearly 80%
On April 21, Anji Foodstuff Co.Ltd(603696) closed the daily limit again at the end of the trading day and gained five consecutive boards from the low rebound on March 16 to now, the cumulative increase of the stock has reached 81.83%, the latest price is 14.11 yuan / share, and the total market value has reached 3.319 billion yuan.
The company issued a suggestive announcement on transaction risk on the same day. As of April 19, the dynamic and static P / E ratios of the company were 73.11 times, which was higher than that of comparable enterprises in the same industry. The turnover rate on April 21 was 20.52%, much higher than the historical average. Hot money also participated, and the stock was listed on the dragon and tiger list three times during the five Board period.
On April 20, the dragon and tiger list showed that Huatai Securities Co.Ltd(601688) Zhejiang branch, the common seat of the well-known hot money "brother Zhao", occupied four positions and bought 11.401 million yuan. On April 15 and April 18, the common seats of "Suzhou Gang" China Industrial Securities Co.Ltd(601377) Shanghai Jinling East Road business department occupy the trading seats at the same time.
After hours yesterday, Anji Foodstuff Co.Ltd(603696) disclosed the performance express, and achieved a revenue of 109 million yuan in the first quarter, a year-on-year decrease of 16.46%; The net profit attributable to the parent company was 2.9093 million yuan, a year-on-year decrease of 78.52% company 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; The price of raw and auxiliary materials continued to rise, resulting in a decrease in the overall gross profit margin of 5.41%; In addition, during the reporting period, the decline of the securities market and the withdrawal of the fair value and impairment of financial products also had a certain impact on the company's operating performance. According to the data of the annual report, the company holds 145 million yuan of trading financial assets, mainly financial products, and the entrusted parties include Gf Securities Co.Ltd(000776) , China Industrial Securities Co.Ltd(601377) , etc.
Anji Foodstuff Co.Ltd(603696) in the annual report disclosed on April 20, the company said that the company set up Shanghai Application Center in 2021 to provide dish R & D and production services for prefabricated dishes and catering chain industries. Recently, under the catalysis of "home economy" and the influence of policy encouragement, the increasingly popular concept of prefabricated vegetables has also boosted the trend of the company's stock price.
It is worth noting that most of the food stocks that have disclosed the first quarter report have poor performance. According to the statistics of securities times · databao, among the 17 food stocks that have disclosed the results of the first quarter, the net profit of 10 stocks showed a decline in varying degrees. Among them, Xiwang Foodstuffs Co.Ltd(000639) , Guangdong Jialong Food Co.Ltd(002495) performance fell by more than 120%. Both companies stated in the forecast the impact of the rebound of the epidemic, poor logistics and transportation, weak end consumption and rising raw material prices on the company's performance in the first quarter.
agency rating continued to increase
high rated stocks have more than 25% room to rise
The performance disclosure of A-Shares continued to be large-scale. According to the statistics of securities times · databao, from April 15 to 21, 687 listed companies disclosed the annual report of 2021 and 304 disclosed the first quarterly report. 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).
In terms of market, the Shanghai Composite Index and Shenzhen composite index both fell by more than 4.5%. Agency rated stocks generally outperformed the market. Since the recommendation day, 23 stocks have risen by more than 10%, with Joyvio Food Co.Ltd(300268) , Shanghai Datun Energy Resources Co.Ltd(600508) , Comefly Outdoor Co.Ltd(603908) all leading the rise by more than 25% Shenzhen Jinjia Group Co.Ltd(002191) and Sungrow Power Supply Co.Ltd(300274) cumulative callback exceeded 23%.
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. Intelligent cockpit faucet Huizhou Desay Sv Automotive Co.Ltd(002920) has been rated 35 times; 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.
Huizhou Desay Sv Automotive Co.Ltd(002920) 4.18 released the first quarter report, realizing a net profit attributable to the parent company of 318 million yuan, with a year-on-year increase of 39.22%, exceeding market expectations; During this period, the R & D expense rate of the company remained stable, and other expense rates decreased significantly Citic Securities Company Limited(600030) said that the company's sales growth rate was significantly better than the industry average. On the one hand, it was due to the advantages of Tier1 manufacturers in supply chain guarantee, on the other hand, it was affected by the acceleration of intelligent demand. The first quarter has little interference with the company and controllable impact on the annual performance.
So far, the above 22 shares have issued annual reports, and the net profit of 8 shares has increased by more than 50%. Among them, Wuxi Autowell Technology Co.Ltd(688516) annual net profit doubled year-on-year, with an increase of 138.63%, and the stock also achieved a high growth of 109.49% in the first quarter Quectel Wireless Solutions Co.Ltd(603236) , Xlinmen Furniture Co.Ltd(603008) annual net profit increased by more than 70%. In the first quarter, based on the median value of the first quarterly report or forecast interval, Perfect World Co.Ltd(002624) net profit increased the most, more than 80% Suzhou Maxwell Technologies Co.Ltd(300751) , Ningbo Tuopu Group Co.Ltd(601689) increased by nearly 50%.
The recent market decline superimposed on good performance, and many stocks have considerable room for rise. According to the statistics of data treasure, the latest price of the above 22 shares is more than 25% lower than the target price of the institution ; Since then, the rising space of B-Soft Co.Ltd(300451) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) has been more than 50%; Huizhou Desay Sv Automotive Co.Ltd(002920) also has a rising potential of 31.47%.
