Today (May 5), the main contents of the daily of A-share listed companies are as follows: the revenue of 708 yuan in the first quarter was hot, and the first drug holding of “upstart” on the science and Innovation Board became the focus of public opinion; 9 times the fixed increase of photovoltaic bull shares, and the shareholders lift the ban on floating losses; The surge of upstream raw materials dragged down Contemporary Amperex Technology Co.Limited(300750) first quarter quiz Jiangsu Zijin Rural Commercial Bank Co.Ltd(601860) ‘s performance has been difficult to be optimistic Hangzhou Hikvision Digital Technology Co.Ltd(002415) responded to rumors of sanctions by the United States
hot company trends:
first quarter revenue 708 yuan fire What do we think
Because the operating income in the first quarter was only 708 yuan, the “upstart” first drug holding of the science and innovation board has recently become the focus of public opinion. In particular, the only revenue of 708 yuan still depends on the sale of scrapped machines, not the main business income. In this regard, many netizens posted that Shouyao holdings is a typical swindler company, which is obviously suspected of “cheating money by listing”. They “don’t understand the significance of listing such a company”. The mood can be said to be temporary anger.
However, the author believes that the market should look at this matter in several dimensions to be more objective. As a company just listed in March, the quarterly report of Shouyao holdings does look shabby, but this situation is not uncommon among Listed Companies in the pharmaceutical category of the science and innovation board. Statistics show that the operating revenue of Dizhe pharmaceutical-u in the first quarter of this year is 0, and the annual revenue of Yahong pharmaceutical-u in 2021 is only 457488 yuan.
9 times the fixed increase of photovoltaic bull shares, and the shareholders lift the ban on floating losses! Continued high growth in the first quarter results can the stock price counter attack
On May 5 and 6, a total of 32 shares were lifted, with a total market value of 29.638 billion yuan. In terms of the market value of lifting the ban, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Naura Technology Group Co.Ltd(002371) , Guangzhou Baiyun International Airport Company Limited(600004) rank first, with 7.757 billion yuan, 6.683 billion yuan and 3.557 billion yuan respectively. On May 5, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) a total of 199 million shares were lifted, which was about 7.757 billion yuan based on the market value of the latest closing day, with a lifting proportion of 6.15%. However, the current price of Tianjin Zhonghuan Semiconductor Co.Ltd(002129) is 45.27 yuan lower than the fixed issue price at that time.
In terms of news, in November last year, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) fixed increase items were implemented, and many star institutions “scrambled to raise funds”. From the list of allocated institutions, a number of well-known securities companies, public and private equity, industrial funds and insurance funds were shortlisted, and heavyweight foreign capital such as UBS, Goldman Sachs and Barclays Bank also participated.
upstream raw material surge dragged down the quiz in the first quarter Contemporary Amperex Technology Co.Limited(300750) how to break the waves
As a leading enterprise in the lithium battery industry chain, Contemporary Amperex Technology Co.Limited(300750) ‘s every move will set off an upsurge of attention from the outside world. On April 29, Contemporary Amperex Technology Co.Limited(300750) disclosed the first quarterly report of 2022. Driven by the strong demand of the new energy vehicle market, the operating revenue of Contemporary Amperex Technology Co.Limited(300750) in the first quarter increased by more than 1.5 times year-on-year; However, due to the drag of the soaring price of upstream raw materials, the net profit fell year-on-year; The “high-low gap” between operating revenue and net profit has triggered speculation and doubts in the market.
glory no longer? 2200 billion Jiangsu Zijin Rural Commercial Bank Co.Ltd(601860) what’s the matter? Weak performance, share price drop of nearly 70% , reduction of state-owned shareholders
Since landing in the A-share market in January 2019, Jiangsu Zijin Rural Commercial Bank Co.Ltd(601860) ‘s performance has been difficult to be optimistic. According to the financial report data released by Jiangsu Zijin Rural Commercial Bank Co.Ltd(601860) release, as of the end of the first quarter of this year, the bank’s total assets were 228 billion yuan, an increase of 21.3 billion yuan or 10.3% over the beginning of the year. Last year, the bank’s operating revenue was 4.502 billion yuan, a year-on-year increase of only 0.57%; The net profit was 1.515 billion yuan, with a year-on-year increase of 5.11%.
Compared with the listed banks that have released their performance, the performance of Jiangsu Zijin Rural Commercial Bank Co.Ltd(601860) is weak in terms of both revenue and net profit growth, ranking lower among the listed banks. Without strong performance support, Jiangsu Zijin Rural Commercial Bank Co.Ltd(601860) , which once enjoyed the highlight of “the first A-share listed provincial capital city rural commercial bank”, is now silent, and the share price has fallen by nearly 70% compared with that time.
Hangzhou Hikvision Digital Technology Co.Ltd(002415) response to the rumor of sanctions by the United States: to be verified hope to be treated fairly
Affected by the news that the United States is considering imposing sanctions on the global security giant Hangzhou Hikvision Digital Technology Co.Ltd(002415) in the morning of May 5, Hangzhou Hikvision Digital Technology Co.Ltd(002415) shares fell by the limit, with a total market value of 360.7 billion yuan. In response, Hangzhou Hikvision Digital Technology Co.Ltd(002415) responded to reporters that Hangzhou Hikvision Digital Technology Co.Ltd(002415) has paid attention to media reports, which mentioned that the possible sanctions imposed by the US government have yet to be verified. Sanctions should be based on reliable evidence and due process, and the company hopes to be treated fairly.
Hangzhou Hikvision Digital Technology Co.Ltd(002415) said that the company serves more than 150 countries and regions around the world, including the United States Hangzhou Hikvision Digital Technology Co.Ltd(002415) joins the global market, operates in strict accordance with the laws and regulations of the country where the business is located, follows the internationally accepted business ethics and business standards, and is committed to science and technology for the good like all leading technology companies in the world
top secret most favored by institutions in recent five days 66 shares
Statistics show that among the dragon and tiger lists in the past five trading days, 152 stocks appeared in the figure of institutions, of which 66 stocks showed net purchases and 86 stocks showed net sales.
In the past five days, the top three institutions’ net purchases were CNOOC, Goertek Inc(002241) , China Resources Double-Crane Pharmaceutical Co.Ltd(600062) , with net institutional capital inflows of 854 million yuan, 97 million yuan and 96 million yuan respectively. In addition, the top stocks sold by institutions are Guangzhou Great Power Energy&Technology Co.Ltd(300438) , Hangzhou Onechance Tech Corp(300792) , Jiangsu Zhongnan Construction Group Co.Ltd(000961) etc. the net outflow of institutional funds is 218 million yuan, 153 million yuan and 108 million yuan respectively.
Wingtech Technology Co.Ltd(600745) and other 79 shares received 20 research of more than institutions
Statistics show that in the past five trading days (April 25 to April 29), about 125 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 79 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) , Hongfa Technology Co.Ltd(600885) , Lianchuang Electronic Technology Co.Ltd(002036) and others were investigated by 412, 379 and 354 institutions respectively. In terms of the number of institutional research, Guangzhou Zhujiang Brewery Co.Ltd(002461) institutional research is the most intensive, with a total of 3 institutional research Shandong Donghong Pipe Industry Co.Ltd(603856) , Hangzhou Oxygen Plant Group Co.Ltd(002430) were investigated twice by the organization.
stocks with better than expected performance burst institutions pay close attention to these stocks (attached list)
Stocks with good performance are generally favored by the market. For example, Gree Electric Appliances Inc.Of Zhuhai(000651) soared by more than 9%, and the net profit in the first quarter increased by more than 16% year-on-year. Analysts pointed out that with the market sentiment getting warmer and warmer, stocks with better than expected performance in the first quarter are expected to outperform the market in the future. Statistics show that since April 29, 28 stocks have been considered to have outperformed expectations in the titles of more than two brokerage research reports. Industry distribution shows that the above stocks are mainly distributed in food and beverage, automobile, construction and other industries, of which the number of food and beverage stocks reaches 6.
how to go in the market in May brokers think so! The latest gold stock portfolio of securities companies was released, and 11 shares were recommended by institutions
As of press time, more than 20 securities companies have released the gold stock portfolio and monthly strategy in May. Some institutions believe that the market will focus on consolidation in May, which is expected to usher in the starting point of the upward cycle, and some tracks may have structural market. Steady growth and consumption are still the main market throughout the year, and the allocation proportion of growth stocks can be appropriately increased.
Combed the gold stock portfolio of 22 securities companies in May, and sorted out the list of “gold stock portfolio” recommended by securities companies. Among them, Maotai and Dongcai are among the best in the gold stock portfolio of 7 and 6 securities companies respectively Luzhou Laojiao Co.Ltd(000568) , Wuxi Apptec Co.Ltd(603259) , China Tourism Group Duty Free Corporation Limited(601888) and other industry giants with a market value of more than 300 billion yuan have also been listed.
