In early trading today, Shanghai Kaikai Industry Company Limited(600272) shares once hit the limit, rising 9.57% by midday.
Plus the previous seven companies, Shanghai Kaikai Industry Company Limited(600272) has increased by 113% since the new year, becoming the first doubled share in the A-share market in 2022!
The superposition of multiple concepts such as “traditional Chinese medicine”, “anti epidemic” and “performance pre increase” is the main reason for the recent sharp rise of Shanghai Kaikai Industry Company Limited(600272) stock price. The activity of hot money has increased significantly since the end of last year, which is the capital background to promote the emergence of a number of “demon stocks” such as Shanghai Kaikai Industry Company Limited(600272) .
“Liushen Pill”? “Covid-19 repair fluid”?
According to public information, Shanghai Kaikai Industry Company Limited(600272) is a listed company focusing on clothing and medicine. The company is mainly engaged in the production, wholesale and retail of shirts and sweaters, as well as the wholesale and retail of Chinese and Western patent medicines. In the pharmaceutical field, the company’s wholly-owned subsidiary Shanghai leiyunshang pharmaceutical West Co., Ltd. (hereinafter referred to as “leiyunshang”) is well known by investors.
During the recent rise of Shanghai Kaikai Industry Company Limited(600272) share price, there are constant rumors about the company in the market, and most of them are related to the current hot traditional Chinese medicine or anti epidemic main line. For some of the above rumors, the company clarified them through announcements, interactive platforms and other channels.
Since December last year, the stock price of traditional Chinese medicine has continued to strengthen, boosted by national policies, rising prices of medicinal materials and other factors. At this time, there was a market rumor that leiyunshang, a subsidiary of Shanghai Kaikai Industry Company Limited(600272) , owned the national confidential formula of “Liushen Pill”, and even crowned the company with the name of “king of traditional Chinese medicine”.
Shanghai Kaikai Industry Company Limited(600272) immediately disclosed the announcement to clarify that: the company does not have any national confidential pharmaceutical formula, nor does it have the production business of Liushen Pill.
As of Shanghai Kaikai Industry Company Limited(600272) announcement on January 5, 2022
A few days later, with the increasingly severe covid-19 epidemic worldwide, the main line of anti epidemic has once again become the focus of capital pursuit. At this time, there are market rumors that Shanghai Kaikai Industry Company Limited(600272) products related to “covid-19 repair fluid” are to be launched, and 380 million “orders” have been obtained.
In this regard, Shanghai Kaikai Industry Company Limited(600272) clarified in response to investors’ questions on the interactive platform that the company does not have any R & D and production of products related to covid-19 repair fluid, let alone any so-called relevant orders.
Reply on the interactive platform on January 11 Shanghai Kaikai Industry Company Limited(600272)
non recurring profits and losses promote performance advance
In addition to traditional Chinese medicine and anti epidemic themes, the pre increase in performance is also the reason for the rise of Shanghai Kaikai Industry Company Limited(600272) share price.
Shanghai Kaikai Industry Company Limited(600272) recently disclosed the performance forecast. It is expected that the company will realize a net profit attributable to the parent company of RMB 19.82 million to RMB 22.56 million in 2021, an increase of RMB 6.15 million to RMB 8.89 million compared with the same period of the previous year, an increase of 45% to 65% year-on-year.
However, it is worth noting that the company also reminded in the announcement that most of the pre increase in performance comes from non operating profits and losses. Expenditures similar to special government subsidies and comprehensive reform costs are non recurring, not sustainable, and only have an impact on the current net profit.
According to the announcement, during the reporting period, Shanghai Kaikai Industry Company Limited(600272) received a total of 12.9 million yuan of government subsidies allocated by superior government departments transferred by the controlling shareholder of the company. After deducting non recurring profits and losses, the net profit of the company in 2021 is expected to be 3.35 million yuan to 5 million yuan, which is still in a low profit state.
Shanghai Kaikai Industry Company Limited(600272) performance forecast
active hot money transactions
Since the end of last year, the high level of hot varieties such as new energy has dropped, and the hot money withdrawn from it began to look for new short-term opportunities. Coincided with the emergence of hot spots such as traditional Chinese medicine, anti epidemic and yuanuniverse, hot money actively entered the market, driving the emergence of short-term “demon stocks” in the near future.
Since the new year, the exchange has successively announced four Shanghai Kaikai Industry Company Limited(600272) dragon and tiger lists. Throughout the four lists, the buying side is all organized by the brokerage business department, and there is no institutional figure.
Take the three-day list released on January 11 as an example: Shanghai Kaikai Industry Company Limited(600272) both sides of the transaction are brokerage business departments, and the transaction amount on the list ranges from 7 million yuan to 20 million yuan.
Among them, many seats are listed on the list at the same time, such as Guotai Junan Securities Co.Ltd(601211) Kunming Renmin Middle Road business department buys 14.42 million yuan and sells 10.58 million yuan at the same time; China Galaxy Securities Co.Ltd(601881) Securities Guangzhou Yuejiang Middle Road business department bought 7.75 million yuan and sold 8.75 million yuan at the same time. There are obvious signs of short-term profit taking or intraday T + 0 trading.
Shanghai Kaikai Industry Company Limited(600272) three day list published on January 11
In this regard, Shanghai Kaikai Industry Company Limited(600272) reminded in the newly disclosed stock trading risk warning announcement:
At present, the increase of the company’s share price has far exceeded the growth rate of net profit before and after deducting non operating profits and losses, and there may be irrational transactions deviating from the company’s performance. The company advocates value investment and will focus on the development of its main business. However, for the current irrational trading situation, the company once again reminds the majority of investors to pay attention to the risk of stock investment, beware of the “drum beating and flower spreading” of hot money in the market, make rational decisions, and avoid blindly following the trend, resulting in unnecessary losses.
how about the future of doubling stocks in the past?
After the short-term share price doubled, how will the future market of such bull stocks be interpreted? We might as well refer to the situation of the first doubled stock in the past two years.
In 2021, Yibinpaperindustryco.Ltd(600793) became the first stock to double in that year, and similar to Shanghai Kaikai Industry Company Limited(600272) , it was a wave of continuous limit increases at the beginning of the year that led to the short-term doubling of the stock price.
However, Yibinpaperindustryco.Ltd(600793) that round of rise finally fixed the highest point of the stock price in the whole year. With the end of the board trend, the company’s share price turned downward and retreated more than 25% in just six days. As of the end of last year, Yibinpaperindustryco.Ltd(600793) annual line growth narrowed to 69.73%.
In 2020, Shanghai Yaoji Technology Co.Ltd(002605) of the main poker and game business took 10 days to become the first doubled share of the year. After doubling the market, Shanghai Yaoji Technology Co.Ltd(002605) the annual stock price fluctuated and fell, and the final annual line increase was 27.60%.
