Today’s hot sector
One belt, one road sector (daily trading stocks: Jchx Mining Management Co.Ltd(603979) , China Communications Construction Company Limited(601800) )
Industry leading sector (trading limit stocks: Shanghai Jahwa United Co.Ltd(600315) , China Communications Construction Company Limited(601800) )
Big data sector (trading limit stocks: Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) , Shenzhen Asia Link Technology Development Co.Ltd(002316) , Beijing Vastdata Technology Co.Ltd(603138) )
Head board (trading limit stocks: Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) , Beijing Dataway Horizon Co.Ltd(301169) , Inspur Software Co.Ltd(600756) , Beijing Cuiwei Tower Co.Ltd(603123) , Beijing Vastdata Technology Co.Ltd(603138)
\u3000\u3000 Kunshan Huguang Auto Harness Co.Ltd(605333) 、 Thalys Medical Technology Group Corporation(603716) 、 Zhejiang Daily Digital Culture Group Co.Ltd(600633) 、 Tianjin Futong Information Science&Technology Co.Ltd(000836) 、 Suna Co.Ltd(002417) ）
Blockchain sector (trading limit stocks: Jc Finance & Tax Interconnect Holdings Ltd(002530) , Inspur Software Co.Ltd(600756) , Zhejiang Daily Digital Culture Group Co.Ltd(600633) ) Note: “*” indicates strong rise persistence, “*” indicates weak rise persistence, and no mark indicates general rise persistence.
Analysis of important trading stocks
Shanghai Jahwa United Co.Ltd(600315) 600315: from October 2021 to December 2021, the performance forecast profit increased significantly. It is estimated that the net profit attributable to the shareholders of the listed company from October to December 2021 will be RMB 235 million, with a change range of 99% compared with the same period of the previous year. Reasons for performance changes: the main business grew. In 2021, in the face of the continuous changes in the market environment, the company maintained strategic concentration and focused on the “123 business policy”: focusing on consumers, brand innovation, advanced channels, continuous efforts in culture, system, process and digitization, so as to overcome the company’s overseas business The special channel business is affected by short-term adverse factors. The channel side is led by e-commerce business, and the brand side focuses on skin care products, and still achieves good business results. In online business, e-commerce channels promoted multi platform layout with fine operation, especially achieved year-on-year rapid and healthy growth in the second half of the year: tmall platform further enriched the live broadcast matrix by strengthening the layout of store self broadcasting, maintained steady growth and improved its operation capacity; Jingdong, pinduoduo and interested e-commerce platforms all showed growth. In the offline business, the company actively expanded new retail business and slowed down the impact of the decline of offline traffic on its main business; Department store channels have successfully improved profitability through counter optimization and four seasons spa online; CS (cosmetics store) channel has achieved rapid growth in both traditional CS business and Watson business. During the reporting period, the company adhered to the differentiated brand development strategy, and skin care category, as a high gross profit and rapid development category positioned by the company, achieved rapid growth. The persistence of the rise is average.
Bros Eastern Co.Ltd(601339) 601339: the performance forecast profit from January 2021 to December 2021 increased significantly. It is estimated that the net profit attributable to the shareholders of the listed company from January to December 2021 will be 1330 million yuan to 1390 million yuan, with a change value of 964 million yuan to 1024 million yuan compared with the same period of the previous year, with a change range of 263% to 280% compared with the same period of the previous year. Reasons for performance change: the main business affects the company’s performance increase this time, which is mainly due to the comprehensive impact of factors such as the recovery of the company’s overall production capacity to the pre epidemic level in 2021, the improvement of production capacity utilization, the increase of orders, the growth of main business profits and so on. The persistence of the rise is average.
