Covid-19 detects cattle stocks in the plate.
The falling track plate ushered in a long lost rebound in early trading today. As of midday closing, the lithium battery sector rose nearly 2% and the photovoltaic concept rose nearly 1%. Led by the lithium sector, the gem index rebounded sharply in the morning and closed up 1.36% at noon.
There are different factors for the rise of track stocks. For example, the lithium battery sector is mainly the peak period of recent performance forecast, and some leading performance exceeded expectations, establishing a high boom in the industry. The recent epidemic has rebounded, which has also stimulated the medical sector. Among them, there is the covid-19 detection concept, and bull stocks have risen nearly 10 times in more than 50 days.
increased tenfold in 53 days, and four attention letters could not stop
Bull stocks Andon Health Co.Ltd(002432) rose again in early trading. Since then, in less than three months, the stock has increased nearly 10 times. According to the statistics of the securities times · data treasure, at the end of October last year, the lowest share price of the stock was 5.8 yuan. Today, the closing price reached 62.22 yuan at noon, with the largest increase of 973%. during this period, including this morning's trading, the stock had a total of 53 trading days, of which 25 trading days were limited.
The stock rose mainly because of the subject matter of covid-19 test. It is worth mentioning that during the rise, the stock received a total of four letters of concern. Last night Andon Health Co.Ltd(002432) received a letter of concern from Shenzhen Stock Exchange, requesting to explain the specific meaning of the CT value of virus samples in the experiment and the overall CT value distribution of Omicron virus (if applicable); The company's announcement only discloses the test results of four samples with CT value less than or equal to 21.59, but does not disclose the reasons for the test results of seven samples with CT value greater than 21.59, whether there is a situation of confusing the positive detection rate of all samples with the positive detection rate of some samples to mislead investors, and whether the disclosure of the test results of the experimental report is complete, Whether there is selective disclosure of some information to hype the stock price.
In addition to Andon Health Co.Ltd(002432) , the recent covid-19 detection plate can be described as a group of bull stocks. This morning, Hangzhou Biotest Biotech Co.Ltd(688767) 20cm rose by the limit, Changzhou Qianhong Biopharma Co.Ltd(002550) , Jiangsu Skyray Instrument Co.Ltd(300165) , Zhejiang Orient Gene Biotech Co.Ltd(688298) and other stocks rose by more than 8%.
lithium battery sector soared and the industrial chain was booming
Yesterday, Zhejiang Huayou Cobalt Co.Ltd(603799) known as the "cobalt master" in the market disclosed that the performance forecast for 2021 said that the net profit attributable to the parent company in 2021 is expected to reach 3.7 billion yuan to 4.2 billion yuan, a year-on-year increase of 217.64% to 260.56%. The company said that the pre increase in performance was mainly due to the outstanding results achieved in the implementation of the company's business strategy of high-end products and industrial integration. In 2021, the demand for new energy lithium battery materials continued to grow rapidly, the production and sales of the company's main products increased, the product sales price also continued to rise, and the profitability increased significantly.
Some people believe that this performance forecast significantly exceeds market expectations. The data show that according to the unanimous prediction of the organization, the company is expected to realize a net profit of nearly 3.2 billion yuan last year, while the minimum forecast net profit is 3.7 billion yuan. Under the influence of this good news, Zhejiang Huayou Cobalt Co.Ltd(603799) opened higher in early trading. As of the noon closing, the stock rose by the limit to 103.72 yuan.
in addition to Zhejiang Huayou Cobalt Co.Ltd(603799) , the recent performance forecast of some lithium battery stocks generally exceeded market expectations, verifying the high prosperity of the industry. among them, the advance profit of lithium iron phosphate leader Shenzhen Dynanonic Co.Ltd(300769) was 760 million yuan to 830 million yuan, reversing the loss year-on-year. The net profit of the stock in the first three quarters of last year was 244 million yuan. In addition, diaphragm leader Yunnan Energy New Material Co.Ltd(002812) , lithium shares Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) and Zangger mining are also considered by the market to have exceeded expectations.
The news is also good. After hours on January 11, the China Federation of passenger cars issued a report saying that the new energy subsidy policy in 2022 is a great positive. According to the newly released policy, the subsidy scale in 2022 is not locked from the original expected upper limit of 2 million vehicles, and the subsidy will be realized throughout the whole year of 2022. The lithium battery sector rose sharply in early trading, Shandong Taihe Water Treatment Technologies Co.Ltd(300801) , Shenzhen Dynanonic Co.Ltd(300769) , Jiangsu Cnano Technology Co.Ltd(688116) and other stocks led the rise, and the leading Contemporary Amperex Technology Co.Limited(300750) rose more than 3%.
list of stocks with better than expected performance
Analysts pointed out that in the face of many uncertainties in 2022, at the peak of the annual report forecast, individual stocks with better performance than expected are expected to receive more market attention, so as to win excess returns.
According to the statistics of databao, according to the lower limit of performance forecast, the net profit of 46 stocks last year exceeded the net profit unanimously predicted by institutions, of which 39 stock rating agencies were more than 3. Specifically, the lower limit of Inner Mongoliayuan Xing Energy Company Limited(000683) net profit is 4.85 billion yuan, and the institutions unanimously predict a net profit of 2.905 billion yuan, ranking first over nearly 2 billion yuan. Jiangsu Eastern Shenghong Co.Ltd(000301) the lower limit of net profit is 4.1 billion yuan, and the institutions unanimously predict that the net profit is less than 2.8 billion yuan and more than 1.3 billion yuan. In addition, Hoshine Silicon Industry Co.Ltd(603260) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Guanghui Energy Co.Ltd(600256) and other stocks exceeded the lower limit of net profit unanimously predicted by the institutions by more than 100 million yuan. Some stocks with better than expected performance rose sharply in January, including Inner Mongoliayuan Xing Energy Company Limited(000683) , Shandong Weifang Rainbow Chemical Co.Ltd(301035) and other stocks, all up more than 20%. However, some stocks fell significantly, including Hoshine Silicon Industry Co.Ltd(603260) , Zhejiang Huayou Cobalt Co.Ltd(603799) and other stocks, with a decline of more than 10% in January.
