Listed company daily: Maotai first quarter report beautiful eyes! A shares see the bottom increase again Saturday Co.Ltd(002291) shouting staff: I'll take the loss

Today (April 28), the main contents of the daily report of A-share listed companies are as follows: in the past, the "online Red concept stock" Saturday Co.Ltd(002291) issued a "bottom-up" stock increase proposal to employees; Covid-19 Zhejiang Orient Gene Biotech Co.Ltd(688298) performance table of testing industry companies Hangzhou Dptech Technologies Co.Ltd(300768) announced that the company will provide employees with interest free house purchase loans of no more than 20 million yuan; The performance in the first quarter was higher than expected, and the effect of Kweichow Moutai Co.Ltd(600519) reform was initially shown

hot company trends:

see the bottom increase again! In the past, the "online popular concept stock" fell by 50% the actual controller shouted to employees: buy lose and count my

After a few months, another company issued a "bottom-up" stock increase proposal to its employees. On April 27, Saturday Co.Ltd(002291) announced that in order to maintain market stability and enhance investment confidence, the actual controller and the chairman of the company proposed to buy the company's shares to all employees, and promised that during the proposed increase period, the losses caused by the purchase of the company's shares would be fully compensated by the actual controller and the chairman of the board of directors. If any gains were generated, they would be owned by the employees themselves.

When the market is depressed or the company's shares decline greatly, some A-share companies will more or less issue announcements to increase their holdings. In September last year, Shenzhen Kangtai Biological Products Co.Ltd(300601) , Xi'An International Medical Investment Company Limited(000516) etc. also suggested all employees to buy the company's shares when the company's stock price fell, and promised to "reveal the bottom".

Earn a fortune! Covid-19 testing industry company's performance explodes the company's daily energy surges by 18 times competition intensifies, resulting in a general decline in gross profit margin

The strong demand for covid-19 testing reagent has driven the performance explosion of relevant companies, but the intensification of industry competition has also led to a decline in gross profit margin. On April 27, several manufacturers of in vitro diagnostic products disclosed their financial reports Zhejiang Orient Gene Biotech Co.Ltd(688298) ( Zhejiang Orient Gene Biotech Co.Ltd(688298) ) achieved annual revenue of 10.169 billion yuan, an increase of 211.43% year-on-year; The net profit attributable to the parent company was 4.92 billion yuan, a year-on-year increase of 193.33%.

Zhejiang Orient Gene Biotech Co.Ltd(688298) said that during the reporting period, the company continued to be affected by the global covid-19 epidemic, and the company's novel coronavirus antigen rapid detection reagent (including family self-test) continued to be invested in the covid-19 epidemic prevention business. The sales performance of the products in the European market continued to grow significantly, reaching a new high, and the business of conventional diagnostic reagents and diagnostic instruments remained stable, which contributed to the continued substantial growth of relevant indicators of operating performance during the reporting period.

someone else's company! Employees can't afford a house? 2000 million loan 50 interest free! These companies are also lavish

In order to retain employees, the company also broke its heart. On April 25, Hangzhou Dptech Technologies Co.Ltd(300768) announced that the company would provide employees with interest free house purchase loans of no more than 20 million yuan. The interest free period is 5 years. The board of directors of the company believes that this is to improve the cohesion of the company and practice the corporate culture. According to the annual report just released, Hangzhou Dptech Technologies Co.Ltd(300768) last year achieved an operating revenue of 1.03 billion yuan, an increase of 15.59% year-on-year; The net profit attributable to the shareholders of the listed company was 309 million yuan, a year-on-year increase of 11.91%.

The reporter found that in addition to Hangzhou Dptech Technologies Co.Ltd(300768) , many listed companies have also issued similar announcements this year Shenzhen Megmeet Electrical Co.Ltd(002851) will provide interest free loans of no more than 10 million yuan for employees to purchase houses Pharmaron Beijing Co.Ltd(300759) will provide interest free house purchase loan assistance for up to five years for some employees, and the personal loan limit of employees shall not exceed Shanghai Pudong Development Bank Co.Ltd(600000) yuan Bafang Electric(Suzhou) Co.Ltd(603489) said that the company plans to use some of its own funds to provide loans for employees' house purchase, and the total amount of the loan pool for employees' house purchase will not exceed 30 million yuan.

the first quarter performance exceeded expectations Kweichow Moutai Co.Ltd(600519) reform effect began to show it is planned to consider launching Feitian on its own app on-line

After the disclosure of the first quarterly report of Kweichow Moutai Co.Ltd(600519) ( Kweichow Moutai Co.Ltd(600519) . SH) in 2022, the comment research reports released by major securities companies in China are generous in praise. On April 26, Kweichow Moutai Co.Ltd(600519) ( Kweichow Moutai Co.Ltd(600519) . SH) released the first quarterly report of 2022. In the current quarter, Kweichow Moutai Co.Ltd(600519) achieved an operating revenue of 32.296 billion yuan, an increase of 18.43% year-on-year; The net profit attributable to the parent company was 17.245 billion yuan, a year-on-year increase of 23.58%.

The adjustment of product and price system is another major focus of the reform of Kweichow Moutai Co.Ltd(600519) in recent six months. A number of new products have increased the performance of Maotai in the first quarter. For example, the revenue of Maotai series liquor in the first quarter increased by 29.2% year-on-year. One important reason is the rapid volume of Maotai 1935. According to the prediction of Zheshang Securities Co.Ltd(601878) Yang Ji, the amount of Maotai 1935 in the first quarter is expected to be about 700800 tons. From the financial report, the cash flow data of Kweichow Moutai Co.Ltd(600519) first quarter is still strong. In the first quarter, the company's sales collection increased by 41.2%, faster than the revenue; In addition, the month on month change of the company's contract liabilities is also higher than that in the same period last year

institutional shareholding trend:

81 shares 20 research institutions above Wingtech Technology Co.Ltd(600745) most concerned

Statistics show that in the past five trading days (from April 21 to April 27), about 123 listed companies in Shanghai and Shenzhen were investigated by institutions.

In the institutional research list, a total of 81 companies were investigated by more than 20 institutions Wingtech Technology Co.Ltd(600745) received the most attention, with 412 institutions participating in the research Proya Cosmetics Co.Ltd(603605) , Lizhong Sitong Light Alloys Group Co.Ltd(300428) , Zhejiang Dahua Technology Co.Ltd(002236) and others were investigated by 280, 256 and 220 institutions respectively. In terms of the number of institutional research, the research of Shandong Donghong Pipe Industry Co.Ltd(603856) institutions is the most intensive, with a total of 6 institutional research Sichuan Development Lomon Co.Ltd(002312) , Guangdong Tapai Group Co.Ltd(002233) were investigated by the institution for 3 times and 2 times respectively.

91 shares won the research of overseas institutions Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) most concerned

Statistics show that in the past 10 trading days (from April 14 to April 27), overseas institutions have conducted research on 91 listed companies. Among them, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) participated in 101 overseas institutions, which attracted the most attention; The second is Huizhou Desay Sv Automotive Co.Ltd(002920) , with 50 overseas institutions participating in the research.

The focus on increasing holdings in two major industries (list)

The disclosure of the first quarterly report of A-share listed companies in 2022 is drawing to a close, and the latest shareholding roadmap of the social security fund is also exposed. According to statistics, as of April 26, 1909 A-share listed companies had released the first quarterly report of 2022, and the social security fund appeared in the latest list of top 10 tradable shares of 245 companies.

As of April 26, at the end of the first quarter, the social security fund held 133 additional shares, of which Yunda Holding Co.Ltd(002120) ( Yunda Holding Co.Ltd(002120) . SZ) held the largest number of additional shares, more than 38.08 million shares, accounting for 2.55% of circulating shares from 1.2%. From the industry distribution of increasing individual shares, it is mainly concentrated in the basic chemical industry and pharmaceutical and biological industry, with 14.

At the end of the first quarter, the social security fund appeared among the top ten circulating shareholders of 97 stocks, which were concentrated in the pharmaceutical, biological and electronic industries, with 11 stocks. Wanlian Securities believes that in the pharmaceutical and biological sector, we can pay attention to the track with long-term investment value, such as the traditional Chinese medicine industry with relevant support policies, and pay specific attention to traditional Chinese medicine OTC, traditional Chinese medicine innovation, traditional Chinese medicine formula particles, etc.

public offering of three heavyweight stocks exposed! This stock replaced Maotai and won 1914 funds

With the disclosure of the first quarterly report of the fund, the heavy positions of the fund also surfaced. Among them, Contemporary Amperex Technology Co.Limited(300750) replaced Kweichow Moutai Co.Ltd(600519) for the first time, becoming an individual stock held by the largest number of fund products. However, from the perspective of institutions, Kweichow Moutai Co.Ltd(600519) is still the most heavily held stock of public offering institutions and asset management of securities companies. In addition, from the perspective of position change in the quarterly report, China National Nuclear Power Co.Ltd(601985) has the largest increase in position in the quarterly report.

It is worth noting that this is the first time that Contemporary Amperex Technology Co.Limited(300750) has replaced Kweichow Moutai Co.Ltd(600519) , becoming a stock with the most heavy positions of funds. At the end of the third quarter of 2019, Kweichow Moutai Co.Ltd(600519) exceeded Ping An Insurance (Group) Company Of China Ltd(601318) , leaping to the first place for the first time. Since then, Kweichow Moutai Co.Ltd(600519) has been in the lead and has become the "favorite" stock of the fund. In contrast, Contemporary Amperex Technology Co.Limited(300750) was heavily held by only 76 funds at the end of the third quarter of 2019. After that, the number of heavily held funds rose all the way, becoming the second largest individual stock in the middle of 2021 and peaking for the first time at the end of the first quarter of this year.

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