Many water conservancy concept stocks have performed well this year.
According to the news on the website of the national development and Reform Commission on January 11, recently, with the consent of the State Council, the national development and Reform Commission and the Ministry of water resources jointly issued the water security plan for the 14th five year plan.
The plan specifies that by 2025, the ability to prevent flood and drought disasters, the ability to save, intensively and safely use water resources, the ability to optimize the allocation of water resources, the ability to protect and control rivers and lakes will be further strengthened, and the national water security guarantee ability will be significantly improved. The plan also looks forward to the goal of water security in 2035. There are eight key tasks for water security in the 14th five year plan: first, implement the national water-saving action and strengthen the rigid constraints on water resources; Second, strengthen the construction of major water resources projects and improve the ability of optimal allocation of water resources; Third, strengthen the construction of weak links in flood control and improve the capacity of flood control and disaster reduction in the basin; Fourth, strengthen water and soil conservation and river and lake regulation, and improve the ability of water ecological environment protection and control; Fifth, strengthen the construction of agricultural and rural water conservancy and improve the guarantee ability of Rural Revitalization of water conservancy; Sixth, strengthen the construction of intelligent water conservancy and improve the level of digitization, networking and intelligence; Seventh, strengthen the reform of key areas of water conservancy and improve the innovation and development capacity of water conservancy; Eighth, strengthen water conservancy management and improve the modernization level of water treatment.
According to the statistics of securities times and databao, there are 18 water conservancy concept stocks, with a total market value of 278.275 billion yuan. The share price of 13 shares has risen this year, and the cumulative increase of the share price of 5 shares has exceeded 10%. The share price of Beijing Hanjian Heshan Pipeline Co.Ltd(603616) has the highest increase, up 38.84% since this year, recording 6 days and 4 boards. The company is engaged in the PCCP industry, from South-to-North Water Transfer to the Yellow River into Shanxi, and from North Hubei water transfer to pine water supply. After 15 years of industry experience, it has the performance advantages of many excellent projects in the past and occupies an advantageous position in the bidding. Since January, four water conservancy stocks have obtained additional positions of northward funds, namely Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Tianshan Aluminum Group Co.Ltd(002532) , Chongqing Three Gorges Water Conservancy And Electric Power Co.Ltd(600116) and China Camc Engineering Co.Ltd(002051) , of which the cumulative net purchase amount of northward funds of Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) has reached 267 million yuan.
chip concentration stocks released
main position increase performance stocks
According to the statistics of securities times · databao, 138 companies announced the latest number of shareholders as of January 10, of which the number of shareholders of 105 shares showed a downward trend and chips were concentrated. in terms of the decrease in the number of shareholders compared with the previous period, the decrease in the number of shareholders of Jiangsu Rainbow Heavy Industries Co.Ltd(002483) , Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , Queclink Wireless Solutions Co.Ltd(300590) , Chengdu Dahongli Machinery Co.Ltd(300865) was more than 10%. The number of shareholders in Jiangsu Rainbow Heavy Industries Co.Ltd(002483) decreased the most, by 17.94%. Recently, 49 institutions investigated Jiangsu Rainbow Heavy Industries Co.Ltd(002483) . In the investigation, the company said that the main products of the company’s offshore wind power equipment business include various offshore wind power installation platforms, offshore wind power foundation piles, offshore engineering cranes, etc. At present, the company is actively promoting the acceptance of orders for offshore wind power equipment such as super large foundation piles and jackets according to industry development and market demand.
Compared with previous periods, the number of 27 shareholders has decreased for more than 3 consecutive periods, and the number of shareholders has decreased for up to 10 consecutive periods, with chips showing a continuous concentration trend.
Among the stocks with a continuous decline in the number of shareholders, Beijing Yanjing Brewery Co.Ltd(000729) the latest number of shareholders is 66000, which has been reduced for 10 consecutive periods, with a cumulative decrease of 34.43%. The number of shareholders of Suzhou Tfc Optical Communication Co.Ltd(300394) has decreased for 8 consecutive periods, and the latest number of shareholders is 14600, with a cumulative decrease of 43.03%. There are Shandong Bailong Chuangyuan Bio-Tech Co.Ltd(605016) , Guangzhou Metro Design & Research Institute Co.Ltd(003013) , China Resources Chemical Innovative Materials Co.Ltd(301090) and so on.
In terms of stock price performance, among the declining number of shareholders, 16 stocks have risen in stock price since the concentration of chips, and Suzhou Tfc Optical Communication Co.Ltd(300394) , Beijing Yanjing Brewery Co.Ltd(000729) , Yunnan Tin Co.Ltd(000960) have increased in total, with stock prices rising 34.62%, 26.87% and 23.57% respectively.
At present, 8 of the latest chip concentrated stocks have disclosed the performance forecast of the annual report, and the performance is expected to be happy. The performance of Henan Qingshuiyuan Technology Co.Ltd(300437) is expected to turn around. The stock price of Henan Qingshuiyuan Technology Co.Ltd(300437) which had fallen continuously rose sharply yesterday. It once touched the daily limit and closed up 17.07%. The net inflow of main funds was 183 million yuan yesterday. In 2021, the company’s pre profit ranged from 66 million yuan to 99 million yuan, reversing losses year-on-year. The production and sales volume of the company’s main products water treatment agents and derivatives increased compared with the previous period, and the main business income and profit realized increased compared with the previous period. In addition, the annual performance of Shandong Taihe Water Treatment Technologies Co.Ltd(300801) , Acrel Co.Ltd(300286) , Jiangsu Huachang Chemical Co.Ltd(002274) , Wanxiang technology, Shandong Longhua New Material Co.Ltd(301149) , Advanced Technology & Materials Co.Ltd(000969) , Maxscend Microelectronics Company Limited(300782) in 2021 is expected.
Jiangsu Huachang Chemical Co.Ltd(002274) has the largest pre increase in performance. It is expected that the net profit attributable to the parent company will be RMB 1.6 billion to RMB 1.7 billion in 2021, with a year-on-year increase of 776.08% to 830.84%. With the advantage of industrial chain, the company actively expands to the field of electric reactor and hydrogen fuel cell. Jiangsu Huachang Chemical Co.Ltd(002274) on the same day, it was announced that 25 buses equipped with the company’s hydrogen fuel cell engine will be put into operation in the near future.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
