Today (January 11), the daily of A-share listed companies mainly includes: Leysen Jewelry Inc(603900) ushered in a dramatic change of command; The stock Shenzhen Zqgame Co.Ltd(300052) of yuancosmic Daniu, which soared three times, threw away the acquisition plan; 224 institutions gathered for investigation in Tibet Mineral Development Co.Ltd(000762) 5 days; Can not raise money to increase holdings, 100 billion real estate enterprises Yango Group Co.Ltd(000671) unexpectedly "break the appointment", etc.
hot company trends:
lithium giant Tianqi Lithium Corporation(002466) shares! The company that shook the lithium battery industry is about to go public
Tianqi Lithium Corporation(002466) on January 11, it was announced that the joint-stock company SES holdings PTE. Ltd (hereinafter referred to as SES) received a notice on January 10 that its business merger with Ivanhoe capital acquisition Corp (NYSE: Ivan, Ivanhoe capital acquisition company, hereinafter referred to as Ivanhoe) has been approved by the U.S. Securities and Exchange Commission.
It is reported that the business merger is expected to be completed at the same time as the private placement and non-public offering of common shares of about US $275 million. The parties expect that the class a common shares and warrants of the merged company will be listed on the New York Stock Exchange under the stock codes "SES" and "sesw", respectively.
"Shanghai jewelry first stock" dramatic change of command! A-share sky high price divorce case has a new plot
From joint venture to successful listing, from shared capital feast to feud, husband and wife divorce, from the change of controlling stake to the current chairman's translocation, the gratitude and resentment within this family listed company are lamentable.
Yes, we are talking about "the first share of jewelry in Shanghai stock market" - Leysen Jewelry Inc(603900) . Yesterday, the company ushered in a dramatic change of command. Leysen Jewelry Inc(603900) Shen Dongjun, the former actual controller, resigned as chairman, while Ma Jun, his former eldest brother-in-law, took office. This also means that the internal bucket of Leysen Jewelry Inc(603900) has basically come to an end.
0 yuan! The controlling shareholder of the company plans to sell shares by 567 {
The meta universe leader Shenzhen Zqgame Co.Ltd(300052) which has been silent for some time has made big news again. On the evening of January 10, it was announced that Shenzhen Zqgame Co.Ltd(300052) Hong Kong, a wholly-owned subsidiary of the company, planned to acquire 51% equity of Baode Asset Management Hong Kong Co., Ltd. (to be renamed "baoerlide yuan universe digital platform Co., Ltd.) from Li Ruijie, the actual controller of the company, and signed the corresponding equity transfer agreement. The transaction consideration was HK $0. The company said that baoerlide yuan universe digital platform Co., Ltd. hopes to become a pioneer of game UGC (user generated content) platform.
touch "lithium" and fire? The company was investigated by 224 institutions in 5 days! 70 billion "consumption brother" also rarely appeared
According to the research information recently disclosed by the A-share listed company Tibet Mineral Development Co.Ltd(000762) , from January 6 to January 9, the company received five institutional surveys, with a total of 224 institutions involved, including public offerings by stars such as e fund, China Europe Fund and huitianfu fund, as well as insurance assets such as PICC assets, Taibao assets and Guoshou pension.
It is worth mentioning that Hu Xinwei, known as huitianfu's "consumption brother" by the market, also appeared in the research of Tibet Mineral Development Co.Ltd(000762) for the first time this year. The third quarterly report of 2021 shows that the funds managed by Hu Xinwei do not hold Tibet Mineral Development Co.Ltd(000762) heavily, and only Contemporary Amperex Technology Co.Limited(300750) is related to their business. The analysis shows that the research of fund companies generally includes individual stocks related to the industrial chain. Through specific research, we can better understand the industry environment of the stocks held.
it's too hard! Unable to raise money to increase Holdings: 100 billion real estate enterprises "break the appointment"
The 100 billion Fujian real estate enterprise Yango Group Co.Ltd(000671) came bad news after the venture capital Taikang Department "cut its position with tears" and the executive chairman lost 40 million "abandoned the ship" after working for four years. On January 10, the company announced that the holding stock Guangdonghectechnologyholdingco.Ltd(600673) group failed to raise the funds needed to increase its shares in the company in time, and sunshine group and its related parties planned to terminate the plan to increase its shares in the company. Looking back on the previous announcements, the commitment to increase holdings was made in December 2021, and the lower limit of the amount of increase holdings is not less than 1% of the company's total share capital, while only 58% of the commitment to increase Holdings has been actually completed at present. From past cases, Sunshine Group's "breaking the appointment" is likely to face regulatory penalties.
55 shares received the highest institutional buy in rating Poly Developments And Holdings Group Co.Ltd(600048) and
Statistics show that 55 stocks received institutional buy rating on January 10. Among them, Poly Developments And Holdings Group Co.Ltd(600048) has the highest attention and has won five institutional buy in rating records; Industrial Bank Co.Ltd(601166) , Yangzhou Yangjie Electronic Technology Co.Ltd(300373) , Shanghai Action Education Technology Co.Ltd(605098) , Jiangsu King'S Luck Brewery Joint-Stock Co.Ltd(603369) all obtained three institutional buy rating records. From the perspective of institutional rating changes, among the institutional buy in rating records, 12 rating records are the first concern of the institution, involving Shijiazhuang Kelin Electric Co.Ltd(603050) , Byd Company Limited(002594) , Camel Group Co.Ltd(601311) and other stocks.
40 shares were investigated by more than 20 institutions Huadong Medicine Co.Ltd(000963) most concerned
Statistics show that in the past five trading days (from January 4 to January 10), about 154 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 40 companies were investigated by more than 20 institutions. Huadong Medicine Co.Ltd(000963) attracted the most attention, with 288 institutions participating in the research; Tibet Mineral Development Co.Ltd(000762) , Ganyuan Foods Co.Ltd(002991) , Yongxing Special Materials Technology Co.Ltd(002756) were investigated by 224, 120 and 118 institutions respectively. In terms of the number of institutional research, Tibet Mineral Development Co.Ltd(000762) institutional research is the most intensive, with a total of 5 institutional research. Moon Environment Technology Co.Ltd(000811) and Zhejiang Weixing Industrial Development Co.Ltd(002003) were investigated by the organization for 3 times.
a number of documents have been issued successively, and the list of high growth steel stocks predicted by institutions has been released
The improvement of the profits of steel enterprises has attracted the attention of institutions. Statistics show that 13 listed companies in the steel sector have obtained the ratings of more than 5 institutions, Fushun Special Steel Co.Ltd(600399) , Hunan Valin Steel Co.Ltd(000932) , Citic Pacific Special Steel Group Co.Ltd(000708) have attracted much attention, with 12, 11 and 10 institutions rating respectively. Among the steel stocks rated by more than 5 institutions, the growth rate predicted by the institutions in 2021 is positive year-on-year, and the growth rate of Inner Mongolia Baotou Steel Union Co.Ltd(600010) , Yongxing Special Materials Technology Co.Ltd(002756) , Baoshan Iron & Steel Co.Ltd(600019) predicted net profit is more than 100%.
Statistics show that since the beginning of 2022, 20 stocks in the steel sector have been increased by going north. In terms of shareholding growth, Hunan Valin Steel Co.Ltd(000932) , Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) , Baoshan Iron & Steel Co.Ltd(600019) received the most net purchases, all exceeding 50 million shares.
Last week, the month on month increase of shareholding in the steel industry ranked second in the whole industry, second only to the comprehensive industry.
the high prosperity track is supported by the organization, and the funds go north to preempt the layout of 100 billion leading high growth list. Please collect
Statistics show that there are many listed companies in the field of new infrastructure + new energy. As of January 10, the market value of A-Shares totaled more than 12 trillion. 29 industry leaders with a market value of 100 billion are listed, including Contemporary Amperex Technology Co.Limited(300750) , Midea Group Co.Ltd(000333) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Byd Company Limited(002594) , Longi Green Energy Technology Co.Ltd(601012) .
After new year's day, some leading stocks obtained key positions of funds going north. Statistics show that since January, according to the average transaction price, among the above-mentioned stocks in the field of new infrastructure + new energy, 25 shares have increased their positions by more than 100 million yuan, Sany Heavy Industry Co.Ltd(600031) , Nari Technology Co.Ltd(600406) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , Ingenic Semiconductor Co.Ltd(300223) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) and so on.
Statistics show that up to now, a total of 8 shares in the above two fields have issued performance forecasts, of which net profits such as Jiangsu Baichuan High-Tech New Materials Co.Ltd(002455) , Zhejiang Windey Co.Ltd(300772) , Yunnan Energy New Material Co.Ltd(002812) , Allwinnertech Technology Co.Ltd(300458) , Tongwei Co.Ltd(600438) , Dalian Huarui Heavy Industry Group Co.Ltd(002204) are expected to double. The net profit of energy storage concept stock Jiangsu Baichuan High-Tech New Materials Co.Ltd(002455) is expected to be 200 million yuan to 250 million yuan, with a year-on-year increase of 200.95% to 276.19%, and the growth rate of net profit temporarily ranks first.
stock selection layout of insurance capital based on medium-term prosperity
Recently, a number of insurance companies held internal investment strategy meetings, believing that the catalyst for the "restless market in spring" still exists, and the recent A-share adjustment has also opened up follow-up space for it. It is expected to see absolute income opportunities before and after the Spring Festival.
Many insurance institutions interviewed said that at present, there is no systemic risk in the A-share market. However, due to the downward profit growth of some listed enterprises and large cumulative increase, the market may not have obvious exponential opportunities this year, but there is no lack of structural opportunities.
In terms of specific strategies, many insurance investment managers believe that this year should light the trend and pay attention to the structure, select high-quality stocks based on the medium-term prosperity. Structurally, look for industries or companies with low growth, low valuation and high profit growth this year, add stable assets and avoid structural risks.
Taikang assets said that in this year's equity investment strategy, it will take into account growth and value, grasp the growth opportunities represented by great health, new energy, technology and consumption, and return to the attractive range and the direction of good medium and long-term fundamentals.
(source: China stock market news research center)
