Snack giants have been reduced from a high position, and the reduction proportion of these stocks is high.
Bestore Co.Ltd(603719) announced on Friday that the shareholders holding 7.51% of the company's shares, Zhuhai hilling Tianda equity investment management center and its concerted actors HH lppz (HK) Holdings Limited and Ningbo hilling Zhiyuan investment partnership, due to their own capital needs, plan to adopt centralized bidding from June 14, 2022 to November 20, 2022 From May 26, 2022 to November 20, 2022, the total number of shares of the company reduced by block trading or agreement transfer shall not exceed 24.06 million shares, which shall not exceed 6% of the total share capital of the company.
Bestore Co.Ltd(603719) yesterday, the share price closed up 2.83% and stood at the 20 day moving average. The latest closing price was 24.68 yuan / share, nearly 64% higher than the high point since last year.
In fact, since this year, the enthusiasm of the secondary market for the food sector has cooled down, and the performance of snack food stocks that were sought after by institutions in the early stage was dismal. Since the beginning of this year, Shenwan snack food sector has fallen by 23.96%, of which Three Squirrels Inc(300783) , Bestore Co.Ltd(603719) , Ligao Foods Co.Ltd(300973) has fallen by more than 40%, and the median valuation of the sector is currently at a historical low.
According to the annual report of 2021 and the first quarterly report of this year, the revenue of most leisure food enterprises increased year-on-year, but the growth rate of net profit of most companies was negative Boc International (China) Co.Ltd(601696) believes that food and beverage encountered triple pressure of high base, new channels and high delivery in 2021, with poor performance. It is expected to improve significantly in 2022
According to the statistics of securities times · databao, calculated according to the date of the first announcement, since May, 159 listed companies in the two cities have issued announcements on the proposed reduction of shareholders or executives (excluding the completed reduction plan).
In terms of the proportion of total share capital with the maximum number of shares to be reduced, the proportion of 29 shares to be reduced exceeds 5%, followed by Jiangsu Maixinlin Aviation Science And Technology Corp(688685) with a reduction ratio of 10.02%, and Zhejiang Zoenn Design Co.Ltd(300901) with a reduction ratio of 9.63% Shaanxi Kanghui Pharmaceutical Co.Ltd(603139) , Suzhou Iron Technology Co.Ltd(688329) , Annil Co.Ltd(002875) , Sunwave Communications Co.Ltd(002115) .
56 shares face lifting
56 shares will be lifted next week, with a total market value of 63.301 billion yuan calculated according to the latest closing price.
Sichuan Road & Bridge Co.Ltd(600039) has the largest market value of lifting the ban. 1.064 billion shares will be listed and circulated next week, mainly through the placement of shares by private placement institutions, with the market value of lifting the ban reaching 11.005 billion yuan.
21 shares, including Hailir Pesticides And Chemicals Group Co.Ltd(603639) , Guangxi Liuzhou Pharmaceutical Co.Ltd(603368) , Sichuan Dowell Science And Technology Inc(300535) and others, have little pressure to lift the ban, and the lifting market value is less than 100 million yuan.
In terms of the proportion of the number of banned shares in the total share capital, Sichuan Furong Technology Co.Ltd(603327) has the largest proportion of banned shares, reaching 74.45% Allgens Medical Technology Co.Ltd(688613) , Shandong Hi-Speed Road&Bridge Co.Ltd(000498) the lifting rate of the ban exceeded 50%.
According to the statistics of data treasure, the shares of the 56 stocks that will be lifted next week have risen by an average of 8.69% since May, outperforming the Shanghai stock index.
The share price of Admiralty has risen by 32.95% since May, taking the lead. The company is a high-tech enterprise specializing in the design, development, production and sales of automotive interior and exterior trim parts, and has established long-term and stable cooperative relations with many well-known vehicle manufacturers at home and abroad. In the first quarter of 2022, the company's operating revenue was 158 million yuan, a year-on-year increase of 30%; The net profit attributable to the parent company was 160812 million yuan, a year-on-year increase of 49.17%.
Hangzhou Chang Chuan Technology Co.Ltd(300604) , Shenzhen Hopewind Electric Co.Ltd(603063) , Yunlu shares and other shares increased by more than 20%.
According to the first quarterly report, Foxconn Industrial Internet Co.Ltd(601138) had the highest profit. The company's operating revenue in the first quarter was 105062 billion yuan, a year-on-year increase of 6.79%, and the net profit attributable to the parent company was 3.256 billion yuan, a year-on-year increase of 2.11%.
Yesterday, Foxconn Industrial Internet Co.Ltd(601138) released the white paper on Foxconn Industrial Internet Co.Ltd(601138) carbon neutralization for the first time, clearly put forward the action goal and specific plan of Foxconn Industrial Internet Co.Ltd(601138) carbon neutralization, and promised to reduce the carbon emission of operation by 80% by 2030 compared with the benchmark year of 2020, realize the carbon neutralization of operation by 2035, and realize the net zero emission of real value chain in 2050.
Antong Holdings Co.Ltd(600179) , Hitevision Co.Ltd(002955) , Hubei Xingfa Chemicals Group Co.Ltd(600141) , Yachuang electronics, Nantong Haixing Electronics Co.Ltd(603115) and other stocks doubled their performance in the first quarter of 2022 year-on-year.
