On the morning of the 18th, the A-share market is obviously divided, with the rise of Chinese prefix stocks and many large market capitalization stocks; A number of consecutive trading stocks have ebbed, and the share price has fallen sharply.
In addition, the IPO performance is also sharply differentiated. Among the three new shares listed today, some shares soared by more than 200% on the first day of listing, and some shares fell by more than 28% on the first day of listing.
severe market differentiation:
The rise of Chinese prefix and the sharp decline of crazy stock speculation in the early stage
The market number shows that the A-share market has obvious differentiation in the morning. The Shanghai index was significantly stronger, with an intraday increase of more than 1%, while the gem index weakened and fell intraday.
In terms of industry sectors, according to Shenwan industry classification, building decoration, coal, real estate, utilities, building materials, banking and other sectors strengthened, while textile and clothing, medicine and biology, social services and other sectors led the decline.
Chinese prefix stocks rose on a large scale.
The intraday limit of Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , China National Chemical Engineering Co.Ltd(601117) , China Communications Construction Company Limited(601800) and other stocks rose by more than 5%.
On the news front, the Information Office of the State Council will hold a press conference at 3 p.m. tomorrow. Peng Huagang, secretary general and spokesman of the state owned assets supervision and Administration Commission of the State Council, introduced the economic operation of central enterprises in 2021 and answered reporters' questions.
In addition to Chinese prefix stocks, a number of large cap stocks also rose sharply.
Hangzhou Hikvision Digital Technology Co.Ltd(002415) rose more than 4% during the session. Hangzhou Hikvision Digital Technology Co.Ltd(002415) the announcement of the resolution of the first extraordinary general meeting of shareholders in 2022 was disclosed last night. The announcement shows that the general meeting of shareholders has considered and adopted a number of proposals.
In terms of other transaction stocks, Shanghai Jahwa United Co.Ltd(600315) opened directly. Last night, the company issued a pre increase announcement of annual performance in 2021. The announcement shows that the company expects to realize a net profit attributable to shareholders of listed companies of about 655 million yuan in 2021, an increase of about 225 million yuan over the same period of last year, an increase of about 52% year-on-year. The company said that the performance increase was mainly due to the growth of its main business.
In addition, the announcement of Shanghai Jahwa United Co.Ltd(600315) also shows that after deducting non recurring profits and losses, the company expects to realize a net profit attributable to shareholders of listed companies of about 688 million yuan in 2021, an increase of about 293 million yuan over the same period of last year, a year-on-year increase of about 74%. In the fourth quarter of 2021, the company expects to realize a net profit attributable to the shareholders of the listed company of about 235 million yuan, an increase of about 117 million yuan over the same period of last year, an increase of about 99% year-on-year; The company expects to realize the net profit attributable to the shareholders of the listed company after deducting non recurring profits and losses of about 214 million yuan, an increase of about 95 million yuan over the same period of last year, an increase of about 79% year-on-year.
It is worth noting that Zoneco Group Co.Ltd(002069) unexpectedly rose in early trading today. An investor interacted with the Board Secretary of Zoneco Group Co.Ltd(002069) at the Shenzhen Stock Exchange and asked: "the volcanic eruption in Tonga sea area has caused the sea water temperature in the nearby sea area to rise. Is it possible that a large number of The Pacific Securities Co.Ltd(601099) scallops will flow into the company's sea area to avoid risks? If so, does the company have an emergency plan to welcome the arrival of these scallops, or take measures to actively attract some South The Pacific Securities Co.Ltd(601099) ?" High quality scallop resources to the company's sea area, so as to boost the company's economies of scale? "
As soon as the above news came out, netizens immediately fried the pot. Some netizens said that "scallops can't return to Zoneco Group Co.Ltd(002069) due to the eruption of Tonga volcano", and others said that "don't joke about performance".
At present, the rumor that The Pacific Securities Co.Ltd(601099) scallops swarmed into Zoneco Group Co.Ltd(002069) has no scientific basis, and Zoneco Group Co.Ltd(002069) has not made a public response. Most of the investors of the stock bar treat the matter with a spectator attitude. As for the impact of volcanic eruption in Tonga sea area on the economy, Huatai strategy said that agriculture is affected or the most, which may aggravate the pressure of agricultural production reduction caused by La Nina phenomenon in the northern hemisphere this year.
In response to the video circulated on the Internet, Zoneco Group Co.Ltd(002069) relevant persons of the Securities Department responded that they were not clear about the above situation. If there were major situations, the company would disclose them at the first time.
However, many strong stocks that have risen sharply in recent years have fallen sharply. For example, Hangzhou Biotest Biotech Co.Ltd(688767) , Nanjing Hicin Pharmaceutical Co.Ltd(300584) , Shanxi C&Y Pharmaceutical Group Co.Ltd(300254) , Medicalsystem Biotechnology Co.Ltd(300439) and many other stocks fell by more than 10% in the morning. These stocks had soared before.
Many companies have issued risk tips.
For example, Nanjing Hicin Pharmaceutical Co.Ltd(300584) issued an announcement of abnormal fluctuations in stock trading last night for risk warning. Nanjing Hicin Pharmaceutical Co.Ltd(300584) announced that the company's third quarter report of 2021 had been disclosed on October 26, 2021. From the beginning of 2021 to the end of the third quarter, the operating revenue was 453522480.87 yuan, a decrease of 17.23% over the same period of the previous year; The net profit attributable to the shareholders of the listed company was 28233311.28 yuan, a decrease of 41.59% over the same period of the previous year. According to the industry P / E ratio data released by the CSRC on the official website of China Securities Index Co., Ltd., as of January 14, 2022, the rolling P / E ratio of the company's industry "C27 pharmaceutical manufacturing industry" was 33.08 times and the rolling P / E ratio of the company was 115.68 times; The current P / E ratio of the company is different from that of the same industry.
Nanjing Hicin Pharmaceutical Co.Ltd(300584) also said that the company took note of the recent discussion on the hot market related to Helicobacter pylori. The company's digestive products include lansoprazole enteric coated tablets, omeprazole sodium for injection, esmprazole sodium for injection and Lansoprazole for injection. Their indications include gastric ulcer, duodenal ulcer, reflux esophagitis, Zollinger Ellison syndrome, etc. As of the third quarter of 2021, the revenue of the above products accounted for less than 6% (the data was Unaudited), which had little impact on the company's operating performance. The company reminds investors to make prudent decisions, invest rationally and pay attention to investment risks.
the two-level differentiation of new shares intensified on the first day:
some soared by 200%, others plummeted by 28%
While the A-share market fluctuated narrowly in the morning, the differentiation of IPO performance further intensified.
Today, three new shares, including Yike food (301116. SZ), Hujiang materials (870204. BJ) and Maiwei bio-u (688062. SH), were listed on the same day.
Yike food once soared by more than 200% in the morning, the share price once reached 38.30 yuan, and the company's issue price was 11.40 yuan. According to this calculation, the highest floating profit in the morning was about 13500 yuan. According to the prospectus, the company is a large-scale leading enterprise of poultry food in China. During the reporting period, the company's main business scope mainly covers multiple links of the industrial chain of the meat and poultry industry. The main business income is mainly duck products, chicken products, feed, duck seedlings, chicken seedlings, cooked food and conditioning products.
In each business segment of Yike food, the products of slaughtering segment, prepared products and cooked food have the dual attributes of raw materials for industrial production and direct consumer goods. For example, chicken products and duck products in slaughtering segment can be used as raw meat for further processing. Typical corporate customers include Juewei Food Co.Ltd(603517) , to which the company sells products for the production of marinated meat products; It can also be used as cooking ingredients to provide poultry meat supply to consumers through circulation channels (including a large number of natural person customers); In the business segment of conditioning products and cooked food, products include not only duck cooked food provided to individual franchisees, but also OEM processed products provided to corporate customers such as Shanghai Laiyifen Co.Ltd(603777) .
Therefore, in the customer structure, corporate customers and natural person customers are relatively balanced.
Hujiang materials soared by more than 100% in the morning. Statistics show that Hujiang materials is listed on the Beijing stock exchange. The company's main products are all kinds of high barrier industrial flexible packaging, including aluminum-plastic composite heavy bags, aluminum-plastic composite inner bags, PE heavy bags, PE inner bags and functional films. High barrier packaging can effectively prevent gas, moisture, ultraviolet and radiation from entering the packaging and maintain the stability of the properties of the contents.
Another new share, Maiwei bio-u, broke sharply in the morning. The issuing price of the company was 34.8 yuan, which once fell by more than 28% in the afternoon. According to this calculation, the maximum floating loss in the afternoon trading of China first signing was nearly 5000 yuan. According to the prospectus, the company is an innovative biopharmaceutical enterprise. Its main business is the R & D, production and sales of therapeutic biological products, and its main products are antibody drugs.
