As of May 19, the monthly net outflow of northbound capital exceeded 8.5 billion yuan, the second highest in the year, and the Contemporary Amperex Technology Co.Limited(300750) net outflow reached 3.725 billion yuan.
Sanlian board's Jiangsu Zhongli Group Co.Ltd(002309) notice criticizing the chairman and fined one million
On the evening of May 19, Jiangsu Zhongli Group Co.Ltd(002309) simultaneously disclosed two announcements, one was to criticize the controlling shareholder and Chairman Wang Baixing internally and impose a fine of one million yuan , the other was to disclose the announcement of stock price changes, saying that the company's recent operation was normal and the internal and external business environment had not changed significantly.
Jiangsu Zhongli Group Co.Ltd(002309) said that the company urged the controlling shareholders and related parties to return the Occupied Funds for many times, and the controlling shareholders said they were actively raising funds through various channels. Investors should pay attention to the risk of whether the controlling shareholders and related parties can repay on schedule.
Following the trading limit in the previous two days, Jiangsu Zhongli Group Co.Ltd(002309) continued to close the trading limit on the latest closing day, becoming one of the few stocks on the triple board in the near future. The trading limit may have an important relationship with the recent oversold rebound of the photovoltaic sector. According to the statistics of data treasure, in addition to Jiangsu Zhongli Group Co.Ltd(002309) and Clenergy(Xiamen)Technology Co.Ltd(603628) , photovoltaic companies with three consecutive price limits recently also have Clenergy(Xiamen)Technology Co.Ltd(603628) .
What is striking is that the performance of the two companies is average, especially Jiangsu Zhongli Group Co.Ltd(002309) has suffered huge losses in the past two years, with a loss of nearly 3.9 billion yuan in 2021. It is still in a state of loss in the first quarter of this year. The asset liability ratio at the end of 2021 was as high as 87.16%, ranking second in the photovoltaic equipment sector. In addition, the shares of the company held by its controlling shareholders have been frozen by the judiciary, and the funds occupied by related parties have emerged one after another.
In March this year, Jiangsu Zhongli Group Co.Ltd(002309) "high-profile" announced to participate in the construction of 26 billion photovoltaic projects. However, with the freezing of bank accounts of subsidiaries engaged in photovoltaic business, Jiangsu Zhongli Group Co.Ltd(002309) gambled on the transformation of photovoltaic, there are great questions about whether it can be carried out. On May 18, the company disclosed that individual bank accounts under the name of its subsidiary Suzhou Tenghui Photovoltaic Technology Co., Ltd. were frozen, with a total amount of 6.7348 million yuan. The company said that the freezing of bank accounts would not affect the company's capital turnover and daily production and operation activities.
In addition, the company also has funds occupied by controlling shareholders and related parties, mainly from December 2019 to July 2021 controlling shareholders' non operating occupation of funds was once as high as 1.497 billion yuan, accounting for 84.75% of the latest audited net assets of listed companies as of the latest announcement date, the balance of non operating funds occupied by the related parties of Jiangsu Zhongli Group Co.Ltd(002309) controlling shareholder was 877 million yuan, compared with the end of March, the return amount was only 2233500 yuan.
Recently, the Shenzhen Stock Exchange issued an inquiry letter on the annual report, requesting Jiangsu Zhongli Group Co.Ltd(002309) detailed explanation on the capital occupied by the controlling shareholder, the profitability of the main business, the high asset liability ratio and other matters. As of press time, the company has not replied.
lowered the forecast, and the S & P 500 may encounter the largest annual decline in recent 14 years
Recently, HSBC Holdings lowered the target point of the S & P 500 index at the end of 2022 from 4900 to 4450 . In fact, this is not HSBC's first prediction of the S & P 500 index. As early as last March, HSBC raised the target level of the S & P 500 index from 4200 to 4250. At the end of last year, the closing level of the S & P 500 index rose to 4766, much higher than expected.
Unlike in the past, HSBC lowered the point this time, and its pessimistic expectations for US stocks increased compared with the beginning of the year. Assuming that the closing point at the end of the year reaches 4450, then the S & P 500 index may decline by 6.63% in 2022 , the largest decline in nearly 14 years. However, the current S & P 500 index is around 3900. If it closes near 4450 at the end of the year, it means that US stocks are expected to rebound.
northward capital net outflow of 8.5 billion yuan this month
Under the volatile market, there was a net outflow of funds going north. According to the statistics of securities times · databao, as of May 19, the monthly net outflow of northbound funds exceeded 8.5 billion yuan, the second highest in the year and the fourth highest since 2020 from a single trading day, the net outflow on May 16 and May 10 exceeded 7.5 billion yuan. Yesterday, the market opened low and went high, with a net inflow of 5.124 billion yuan, significantly reducing the outflow of this month.
At the same time, there were differences between leveraged funds and northbound funds. On 5 May 18, the financing balance was 1.45 trillion yuan, an increase of 12.66 billion yuan over the end of last month, and increased for three consecutive weeks
Contemporary Amperex Technology Co.Limited(300750) net outflow in the first month
Compared with before, since May, it has been intensively listed on the list, and the capital transaction of active stocks has switched from pharmaceutical consumption to new energy, household appliances and other industries China Merchants Bank Co.Ltd(600036) the net purchase amount of this month ranks first , up to 1.256 billion yuan, Midea Group Co.Ltd(000333) , Byd Company Limited(002594) net purchase amount exceeds 1 billion yuan. In addition, the net purchases of Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Longji green energy and Gree Electric Appliances Inc.Of Zhuhai(000651) all exceeded 800 million yuan.
In the same period, the net outflow of Contemporary Amperex Technology Co.Limited(300750) , Zijin Mining Group Company Limited(601899) , Kweichow Moutai Co.Ltd(600519) exceeded 1 billion yuan, of which the net outflow of Contemporary Amperex Technology Co.Limited(300750) was as high as 3.725 billion yuan, and the net outflow on May 5 alone exceeded 3.5 billion yuan, which was mainly dragged down by the first quarter report released before May Day.
15 blue chip stocks with excessive decline received two capital positions
According to the statistics of databao, 48 stocks of Beishang capital and financing customers have been continuously increased in the past three weeks, and there are a large number of basic chemical, food and beverage and mechanical equipment stocks. Kingnet Network Co.Ltd(002517) , Anhui Jinhe Industrial Co.Ltd(002597) , Kpc Pharmaceuticals Inc(600422) , , etc. of Beishang capital have been significantly increased (the latest shareholding ratio is higher than that on May 6), with positions increased by more than 0.5 percentage points; During the same period, financing customers increased their positions significantly, including Shanghai Junshi Biosciences Co.Ltd(688180) -u, Gd Power Development Co.Ltd(600795) , Kpc Pharmaceuticals Inc(600422) and so on, with positions increased by more than 40%.
From the perspective of fundamentals, the average increase of net profit of the above 48 shares in the first quarter of 2022 exceeded 75%, and the increase of Jiangxi Special Electric Motor Co.Ltd(002176) , Do-Fluoride New Materials Co.Ltd(002407) , Jizhong Energy Resources Co.Ltd(000937) , etc. exceeded 500%. In terms of valuation, the 48 stock market has an average earnings ratio of 30 times. As of May 19, the average annual decline of 48 shares was more than 10%, and the decline of Will Semiconductor Co.Ltd.Shanghai(603501) , Beijing Shunxin Agriculture Co.Ltd(000860) , Estun Automation Co.Ltd(002747) etc. was more than 35%.
Among the 48 stocks mentioned above, the net profit increased by more than 20% in the first quarter of 2022, only 15 stocks fell by more than 10% in the year, and the price earnings ratio of Ping An Bank Co.Ltd(000001) , Cts International Logistics Corporation Limited(603128) , Anhui Jinhe Industrial Co.Ltd(002597) and other five stocks such as Estun Automation Co.Ltd(002747) , Shanghai Hanbell Precise Machinery Co.Ltd(002158) and so on was less than 15 times in the year. Double the performance of 4 shares, including Do-Fluoride New Materials Co.Ltd(002407) , Nanjing Yunhai Special Metals Co.Ltd(002182) , Beijing Yanjing Brewery Co.Ltd(000729) , etc; Compared with the increase of positions on May 6, the latest positions held by financiers are Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Shanghai Jin Jiang International Hotels Co.Ltd(600754) etc.
