Today (April 29), the daily report of A-share listed companies mainly includes: CNOOC’s net profit in the first quarter increased by more than 130% year-on-year; Sujiu Longtou Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) announced the results of 2021 and the first quarter of 2022; Lunni’s air pressure incident was finally reflected in Zhejiang Huayou Cobalt Co.Ltd(603799) financial report Huayi Brothers Media Corporation(300027) 4 year loss exceeded 6.4 billion; Shandong Jintai Group Co.Ltd(600385) faces delisting risk and so on
hot company trends:
“back to a “, the first quarterly report! CNOOC’s net profit in the first quarter increased by more than 130% year-on-year executives responded to rumors of withdrawing from some regional businesses
On April 28, CNOOC released its first quarterly report after the listing of a shares. In the first quarter of 2022, driven by the rise of international oil prices and increased sales, the unaudited oil and gas sales revenue of CNOOC reached 82.38 billion yuan, a year-on-year increase of 70.44%; The net profit was 34.3 billion yuan, a year-on-year increase of 131.67%.
Xia Qinglong, President of CNOOC, said that in the first quarter, CNOOC made a good start in all its work, and its main operating performance indicators hit another record high. In the future, the company will continue to fully promote the increase of oil and gas reserves and production, actively promote the construction of key production capacity projects, and solidly and orderly complete the annual production and operation objectives.
sudden limit rise! 2400 billion Baijiu giant cut off the trust investment of billions! Evergrande project impairment exposure
On the evening of April 28, sujiu leader Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) announced the results of 2021 and the first quarter of 2022. Last year, it achieved a net profit of 7.5 billion yuan, a year-on-year increase of 0.34% and a deduction growth rate of 30%. In the first quarter, the company continued its growth trend, with a net profit of nearly 5 billion yuan, an increase of 29%.
According to the annual report, the overall risk of trust financial management, which had been worried by the market, was controllable, and the impairment loss of RMB 250 million had been accrued for Evergrande and other projects. In addition, the company’s investment style began to tend to be conservative. In 2021, up to 10 billion trust financial management was cut off and billions of bank financial management were added. At the same time, the financial investment direction of the company this year will still strictly control non breakeven projects, and the total amount will not exceed 5% of net assets.
after the air tight incident Zhejiang Huayou Cobalt Co.Ltd(603799) was “injured”! Hedging floating loss exceeding RMB 1.5 billion
The air tight event of lunni was finally reflected in the Zhejiang Huayou Cobalt Co.Ltd(603799) financial report, and the company also welcomed new partners in the layout of nickel resources. After hours on April 28, Zhejiang Huayou Cobalt Co.Ltd(603799) announced that the company signed a cooperation framework agreement with vale Indonesia. The two sides plan to cooperate in a high-pressure acid leaching wet process project with limonite ore as raw material. The planned capacity of the project is nickel cobalt hydroxide products with an annual output of no more than 120000 tons of nickel metal.
Huayi Brothers Media Corporation(300027) 4 annual loss exceeds 64 billion! Wang Zhongjun and Wang Zhonglei have just been punished for illegal reduction of holdings company response
According to the data, from 2018 to 2021, Huayi Brothers Media Corporation(300027) suffered losses of 1.169 billion yuan, 3.978 billion yuan, 1.048 billion yuan and 246 million yuan respectively, with a cumulative loss of more than 6.4 billion yuan in four years. In response to Wang Zhongjun and Wang Zhonglei’s new information on the executee and whether it will affect the listed company, the company announced on the 28th that after the understanding between the company and the actual controller, it was learned that the item originated from the personal investment of the actual controller and was not related to the listed company.
stock market “immortal bird” myth burst? Once 42 trading boards this company now has a market value of less than 500 billion yuan
On April 28, Shandong Jintai Group Co.Ltd(600385) disclosed in the annual report of 2021 that the company suffered another loss in 2021, with an annual loss of more than 1.27 million yuan. As the audited net profit of the company in 2021 is still negative, the operating income is less than 100 million yuan, and the company’s 2021 annual financial report is issued with a qualified audit report, the Shanghai Stock Exchange will suspend the trading of the company’s shares from April 29, and within 15 trading days after the start date of the suspension of the company’s shares, Make a decision on whether to terminate the listing of the company’s shares. Shandong Jintai Group Co.Ltd(600385) , once known as the “immortal bird” of the stock market, faces the risk of delisting
Goertek Inc(002241) and other 67 shares have been net purchased by institutions in the past five days
Statistics show that among the dragon and tiger lists in the past five trading days, 151 stocks appeared in the figure of institutions, of which 67 stocks showed net purchases and 84 stocks showed net sales. The top three institutions in net purchases in the past five days are CNOOC, Goertek Inc(002241) , China Resources Double-Crane Pharmaceutical Co.Ltd(600062) . At the same time, among the dragon and tiger list stocks that have landed on the Shanghai and Shenzhen stock markets in the past five trading days, the sales department has net bought larger stocks Goertek Inc(002241) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Westone Information Industry Inc(002268) . Specifically, Goertek Inc(002241) is the most favored stock of funds, with the net purchase amount of the business department reaching 412 million yuan, ranking first in the list.
113 shares 20 research institutions above Goertek Inc(002241) most concerned
Statistics show that in the past five trading days (from April 22 to April 28), about 163 listed companies in Shanghai and Shenzhen were investigated by institutions.
In the institutional research list, a total of 113 companies were investigated by more than 20 institutions Goertek Inc(002241) received the most attention, with 457 institutions participating in the research Wingtech Technology Co.Ltd(600745) , Lianchuang Electronic Technology Co.Ltd(002036) , Proya Cosmetics Co.Ltd(603605) , etc. were investigated by 412, 354 and 280 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 Guangzhou Zhujiang Brewery Co.Ltd(002461) , Shandong Yuma Sun-Shading Technology Corp.Ltd(300993) were investigated by the organization for 3 times.
left layout opportunity appears more than 60% of private placement heavy positions “shareholding Festival”
The ups and downs of April market is coming to an end. Looking forward to may, can we be moderately optimistic or need to be more cautious? The answer may be seen from the situation of private equity during the holiday. According to the data, nearly 60% of private placement believe that after a short-term sharp correction, A-Shares are brewing a good opportunity for medium and long-term left layout, so they choose to hold heavy positions for the holiday. A number of private equity executives said that although uncertainties such as the epidemic and geographical conflicts still exist, the market valuation level has been at the bottom of the region. At this stage, the investment has a good medium and long-term cost performance. The subsequent stable growth related sectors and the plight reversal enterprises whose performance is expected to be repaired deserve attention.
long-term incremental funds have a strong voice in the market insurance funds, pensions, public funds and other large room for improvement
On April 28, the public funds, bank financial management and many industry analysts interviewed by the reporter believed that there was more room for multi-channel long-term funds such as insurance funds, pensions, public funds and bank financial management to enter the market. “Raising the upper limit of the proportion of equity assets held by pensions and insurance funds can increase the proportion of equity investment. At present, the proportion of equity in public funds is high, and the scale of bank wealth management equity products is small, so it should be the main force of incremental funds in the future.” Wei Fengchun, chief economist of ChuangJin Hexin fund, told reporters that not only public funds, but also funds of other professional institutions should establish the concept of long-term investment and value investment.
