Today (January 21), the main contents of the daily report of A-share listed companies are as follows: five pharmaceutical enterprises are allowed to imitate covid-19 oral drugs free of charge; Maotai series new products are second light; Zoneco Group Co.Ltd(002069) performance dropped by 60% at most; The net profit of "panel one brother" hit a record high; Hangzhou Binjiang Real Estate Group Co.Ltd(002244) has become the housing enterprise with the strongest sense of happiness in 2022; 100 billion "northeast yaomao" fell by the limit for three consecutive times.
hot company trends:
5 pharmaceutical enterprises are allowed to imitate covid-19 oral medicine for free. In the pharmaceutical industry, it is partial to public welfare and has limited profit space
The news that five pharmaceutical companies were allowed to produce and imitate MSD covid-19 oral medicine for free directly detonated relevant stocks. On the morning of January 21, the reporter called Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Brightgene Bio-Medical Technology Co.Ltd(688166) , Weiya biology, Jiangsu Aidea Pharmaceutical Co.Ltd(688488) respectively, but they couldn't get through. Among them, the stock price sealed the Brightgene Bio-Medical Technology Co.Ltd(688166) of the trading board word by word, and the telephone of the securities department may have been blasted by investors. The reporter was on the phone for many times.
After 11 o'clock in the morning, the share prices of relevant stocks have fallen. Industry insiders believe that the generic drug authorization is mainly provided to low - and middle-income countries, which is partial to public welfare, and the profit space brought to the company is limited.
Brightgene Bio-Medical Technology Co.Ltd(688166) issued a risk warning announcement at noon, saying that this covid-19 oral drug imitation license is a non exclusive license; The licensed area is 105 low - and middle-income countries / regions, excluding China; The pricing of the product is expected to be lower than that of the original research product or in other middle and high-income countries. The specific price and production cost cannot be determined temporarily, and the impact on future performance cannot be predicted.
420000 people made an appointment for the new Maotai series liquor, which was sold by seconds! The highest price is 2000 yuan / bottle. Who is "looting"?
On the evening of January 18, Maotai 1935, dubbed the "king of tardiness of the year", was officially released. This new series of liquor is produced by Kweichow Moutai Co.Ltd(600519) and considered by Ping An Securities Research Report as "a strategic product for Maotai to achieve the development goal of the 14th five year plan".
After the official release of Maotai in 1935, e-commerce platforms such as jd.com and 1919 have officially opened pre-sale at the official recommended price of 1188 yuan / bottle. Among them, the rush purchase on an e-commerce platform was officially opened at 0:00 on the 20th, and more than 420000 people made an appointment before the rush purchase began. The reporter found that after the official rush purchase of zero point's e-commerce platform, Maotai's 1935 second light was directly available to ordinary consumers. At present, the platform has opened pre-sale again.
is it scallops again? Zoneco Group Co.Ltd(002069) performance plummeted by 60% at most! The share price has just been trading for 3 days!
Zoneco Group Co.Ltd(002069) (002069) the performance forecast for 2021 was released on the evening of January 20. The company expects to achieve a net profit of 6-9 million yuan in 2021, a decrease of 59.59% - 39.39% over the same period of last year, and a profit of 14.8495 million yuan over the same period of last year; The net profit deduction was RMB 80 million to RMB 120 million, an increase of 44.41% - 16.61% over the same period of last year, and a loss of RMB 144 million over the same period of last year.
On the evening of January 20, Zoneco Group Co.Ltd(002069) also announced simultaneously that the company had checked and analyzed the accounts receivable, inventory, long-term equity investment, fixed assets, intangible assets, goodwill and other assets at the end of 2021, and accrued impairment reserves for relevant assets that may have asset impairment losses. It is preliminarily estimated that a total of 36.7443 million yuan of impairment reserves will be withdrawn in 2021.
It is reported that Zoneco Group Co.Ltd(002069) has conducted an impairment test on various inventories. According to the test results, it is estimated that 33.6117 million yuan of inventory falling price reserves will be accrued in 2021, including 1.5574 million yuan of raw materials, 3.3499 million yuan of inventory goods and 28.7044 million yuan of consumable biological assets. It should be noted that the consumable biological assets mentioned here are the bottom seeded shrimp and scallops that make Zoneco Group Co.Ltd(002069) "famous".
earn 26 billion! The net profit of "panel brother" reached a record high, and many semiconductor subdivision leaders exceeded expectations
On the evening of January 20, the leader of semiconductor display industry Boe Technology Group Co.Ltd(000725) released a performance forecast. It is estimated that the net profit in 2021 will be 25.7 billion yuan - 26 billion yuan, with a year-on-year increase of 410% - 416%. The net profit of nearly 26 billion yuan has reached a record high since Boe Technology Group Co.Ltd(000725) was listed, mainly due to the high outlook of the industry and the breakthrough of flexible OLED business.
In contrast to the continuous good results, Boe Technology Group Co.Ltd(000725) share price continued to callback after hitting a record high in April last year, with a maximum decline of 38%. The launch of billions of Yuan repurchase program by Boe Technology Group Co.Ltd(000725) also failed to boost the share price. Netizens also have different views on whether the best performance answer in history can stimulate stock prices.
Recently, a number of leading semiconductor segments, including Naura Technology Group Co.Ltd(002371) , Hangzhou Lion Electronics Co.Ltd(605358) , have issued performance forecasts, all exceeding market expectations. Naura Technology Group Co.Ltd(002371) it is estimated that the net profit in 2021 will be 940 million yuan to 1.208 billion yuan, an increase of 75% to 125% at the same time, Hangzhou Lion Electronics Co.Ltd(605358) it is estimated that the net profit will be 590 million yuan to 640 million yuan, an increase of 192.14 to 216.9% at the same time. The stock prices of the two companies have shown some performance recently.
real estate circle swipe the screen! The developer has a 16 day Spring Festival holiday and issued an employee consumption voucher of 30000 yuan
After the Spring Festival benefits in 2020 and 2021 "hurt" the whole circle of friends, Hangzhou Binjiang Real Estate Group Co.Ltd(002244) (002244. SZ) has become the housing enterprise with the strongest sense of happiness in 2022, announcing that the Spring Festival holiday will last for 16 days! The welfare of this real estate enterprise has "hurt" everyone for several consecutive years.
As a special event arrangement for the 30th anniversary of Hangzhou Binjiang Real Estate Group Co.Ltd(002244) , this year's reserved item - consumption coupons, is higher than the "10000-40000 yuan" amount in 2021: consumption coupons welfare ranging from "30000-50000 yuan" is set according to the employee's rank and employment years. In addition, all employees enjoy 7 days of "special paid leave for company development contribution".
100 billion "northeast yaomao" fell the limit for three consecutive times, and many directors, supervisors and senior managers increased their holdings
After the share price fell to the limit on January 19 and January 20, on the morning of January 21, Changchun High And New Technology Industries (Group) Inc(000661) known as "northeast medicine grass" fell to the limit again. On the news side, on January 19, Guangdong Pharmaceutical Trading Center issued the notice on the centralized belt purchase document of diclofenac and other drugs of Guangdong Alliance (hereinafter referred to as the document), 276 drugs were included in the belt purchase list, including several recombinant human growth hormone.
Changchun High And New Technology Industries (Group) Inc(000661) recently, when replying to investors' questions, the Shenzhen Stock Exchange interactive easy said that the company continues to pay attention to policy changes. At present, the bidding process for centralized drug procurement has not been officially started, and the specific impact will depend on the actual participation in bidding, winning results, winning prices, etc. the follow-up matters and the impact on the company are still uncertain, At present, there is no expectation that it will have a serious impact on the company's operating performance. The company will actively pay attention to the follow-up progress, carefully study the provisions of relevant documents and reasonably formulate the implementation plan.
It is worth noting that Changchun High And New Technology Industries (Group) Inc(000661) announced at noon today that some directors, supervisors and senior managers increased their holdings of the company's shares, as well as the repurchase results and share change announcement. According to the announcement of the company, Changchun High And New Technology Industries (Group) Inc(000661) several directors and supervisors increased their holdings of the company's shares on January 21, 2022 (Note: calculated according to the disclosure time, that is, this morning). The increased holdings include Ma Ji, chairman, Jiang Yuntao, director and general manager, Ye Peng, director and executive deputy general manager, Wang Zhigang, director and deputy general manager, Xie Bing, chairman of the board of supervisors, Zhao Shuping, supervisor, Li Xiufeng, deputy general manager, Zhu Xinggong, deputy general manager and chief financial officer, and Zhang Deshen, Secretary of the board of directors.
48 shares including Zhejiang Sunoren Solar Technology Co.Ltd(603105) were investigated by more than 20 institutions
Statistics show that in the past five trading days (from January 14 to January 20), about 154 listed companies in Shanghai and Shenzhen were investigated by institutions. In the list of institutional research, 48 companies were investigated by more than 20 institutions. Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) attracted the most attention, with 430 institutions participating in the research; Zhejiang Sunoren Solar Technology Co.Ltd(603105) , Beijing Easpring Material Technology Co.Ltd(300073) , Andon Health Co.Ltd(002432) were investigated by 327, 239 and 161 institutions respectively. In terms of the number of institutional research, Jiangsu Zhangjiagang Rural Commercial Bank Co.Ltd(002839) institutional research is the most intensive, with a total of 4 institutional research. The research of China Railway Hi-Tech Industry Corporation Limited(600528) , Yunnan Baiyao Group Co.Ltd(000538) and other institutions is also intensive, and they have been investigated by institutions for three times.
70 shares received the highest institutional buy in rating Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) and
Statistics show that 70 stocks received institutional buy rating on January 20. Among them, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) has the highest attention and has won 7 institutional buy rating records; Oppein Home Group Inc(603833) , Imeik Technology Development Co.Ltd(300896) , Unigroup Guoxin Microelectronics Co.Ltd(002049) , Qinghai Salt Lake Industry Co.Ltd(000792) , Beijing New Building Materials Public Limited Company(000786) have all obtained three institutional buy in rating records. From the perspective of agency rating changes, among the agency buy rating records, 14 rating records are the first concern of the agency, involving Zhejiang Entive Smart Kitchen Appliance Co.Ltd(300911) , Road Environment Technology Co.Ltd(688156) , Industrial Bank Co.Ltd(601166) and other stocks.
foreign institutions with high defensive attributes frequently sweep out insurance stocks
With the release of China Pacific Insurance (Group) Co.Ltd(601601) premium data, the premium transcripts of the five major A-share insurance companies in 2021 have been disclosed. According to the data, in 2021, Ping An Insurance (Group) Company Of China Ltd(601318) , China Life Insurance Company Limited(601628) , The People'S Insurance Company (Group) Of China Limited(601319) , China Pacific Insurance (Group) Co.Ltd(601601) , New China Life Insurance Company Ltd(601336) five insurance companies achieved a total premium income of 2487523 billion yuan, a year-on-year increase of 0.03%.
The reporter noted that in 2022, foreign institutions frequently swept out insurance stocks. Industry insiders said that the impact of the covid-19 pneumonia epidemic is gradually weakening. It is expected that the growth rate of consumption will accelerate and the demand for insurance will gradually pick up. At present, insurance stocks have a high defensive attribute.
top flow large adjustment warehouse! The latest heavy positions of Zhang Kun and Xiao Nan were exposed, and these stocks were sought after
In the early morning of January 21, e fund disclosed the 2021 fourth quarter report of its funds. Zhang Kun, Xiao Nan and other well-known fund managers exposed their heavy positions, Zhang Kun increased his holdings of Tencent, and Xiao Nan bought companies in the tide game industry. For the next investment, Zhang Kun said that after the valuation digestion in 2021, the valuation of some high-quality enterprises has been attractive.
