During the downturn of the stock market, the overweight plan came intensively.
U.S. stocks plunged
after the opening of the year, the market value evaporated by 32.47 trillion yuan
2022 does not seem to start so smoothly. Under the deterministic expectation of the Federal Reserve’s interest rate increase, the peripheral stock markets welcome the “black swan”. as of January 21, the Dow fell 2073 points, or 5.7%, compared with the end of last year; The NASDAQ index fell nearly 12%, second only to 2008; The S & P 500 fell more than 7.5%.
According to the statistics of securities times and databao, the latest market value of US stocks evaporated US $5122.9 billion compared with the end of last year, equivalent to 32.47 trillion yuan, equivalent to the GDP of Japan in 2021 and three times that of South Korea in 2021. among them, science and technology stocks lost the most blood, the value of information technology stock market shrank by about 17.1 trillion yuan, and the evaporation of optional consumption and health care stock market value reached 7.32 trillion yuan and 4.97 trillion yuan respectively.
Dragged down by US stocks, the overall performance of the A-share market is also unsatisfactory. The latest total market value has evaporated by 2.6 trillion compared with the end of last year, of which the market value of information technology, industry and materials has evaporated by more than 700 billion yuan. The investors who were cut leeks shouted: they are going to cry.
37 shares issued the proposed increase plan in recent three months
Overweight is usually regarded as the confidence of shareholders of Listed Companies in the future development of the company. To a certain extent, overweight will also boost the company’s share price. January is a period of intensive disclosure of performance forecast of listed companies. Companies with sharp decline in performance will take the lead in disclosing the forecast within the month. Under the adjustment of increasing holdings, it will weaken the negative impact of performance decline on stock price to a certain extent.
According to the statistics of data treasure, in the past three months (from November 1, 2021 to January 21, 2022), a total of 37 important shareholders of listed companies have issued plans to increase their holdings. Since January this year, a total of 9 important shareholders of companies have issued plans to increase their holdings, including Shandong Shida Shenghua Chemical Group Company Limite(603026) , Beijing Sun-Novo Pharmaceutical Research Co.Ltd(688621) , Shanghai Guao Electronic Technology Co.Ltd(300551) , Hengtong Logistic Co.Ltd(603223) . As the leader of lithium battery segment Shandong Shida Shenghua Chemical Group Company Limite(603026) , the company’s shareholders Guo Tianming, Yu Haiming and other four people simultaneously issued an increase plan on January 20, with the maximum amount of increase planned to be 100 million yuan.
In contrast, many more companies have issued plans to reduce their holdings, with a total of 786 in the past three months.
Further, among the shares issued with the increase plan, more than 2 Shareholders of 10 companies have carried out the increase plan, and more than 5 shareholders of Shanghai Ceo Environmental Protection Technology Co.Ltd(688335) , Guangdong Tianhe Agricultural Means Of Production Co.Ltd(002999) , Northeast Pharmaceutical Group Co.Ltd(000597) have issued the increase plan, but one shareholder of Guangdong Tianhe Agricultural Means Of Production Co.Ltd(002999) has issued the proposed reduction plan. More than three shareholders of Shandong Shida Shenghua Chemical Group Company Limite(603026) , Shanghai Qifan Cable Co.Ltd(605222) , Zhejiang Weiming Environment Protection Co.Ltd(603568) and other shares issued an increase plan.
It is worth mentioning that among the above 37 companies that issued the share increase plan, Shenzhen Sunlord Electronics Co.Ltd(002138) , Aecc Aero-Engine Control Co.Ltd(000738) , Shanghai Golden Bridge Infotech Co.Ltd(603918) , Guangdong Ellington Electronics Technology Co.Ltd(603328) have completed the share increase plan.
the shareholding increase plan greatly boosted the company’s share price
In the long run, the effect of increasing holdings on the stock price of listed companies is significant. According to data treasure statistics, according to the market performance as of the latest closing date on the first announcement date, the average increase of shares to be increased was more than 6%, and the average decrease of shares to be reduced was 3.3%. among them, the proposed increase in shares outperformed the performance of the Shanghai index over the same period, while the proposed decrease in holdings exceeded the overall market.
According to the statistics of databao, among the shares to be increased, 12 shares have increased by more than 10% since the first announcement. Five shareholders including Northeast Pharmaceutical Group Co.Ltd(000597) Guo Jianmin and sun Jingcheng issued the increase plan on November 30, 2021; Up to now, the share price of Northeast Pharmaceutical Group Co.Ltd(000597) has increased by more than 25%, the cumulative increase of Zhejiang Weiming Environment Protection Co.Ltd(603568) since November 4 is more than 20%, and the cumulative increase of Shanghai Guao Electronic Technology Co.Ltd(300551) , Guangdong Tianhe Agricultural Means Of Production Co.Ltd(002999) is more than 15%.
7 only received the performance prediction of 2021 for shareholders’ additional shares
Among the planned shares issued above, 7 companies are in the process of increasing their holdings, and the performance is expected in 2021. The maximum amount to be changed is as high as 554 million yuan. Among them, the two shareholders of Zhejiang Conba Pharmaceutical Co.Ltd(600572) Zhejiang traditional Chinese medicine health industry group Co., Ltd., Zhejiang Conba Pharmaceutical Co.Ltd(600572) Group Co., Ltd. intend to increase their holdings by 200 million yuan and 100 million yuan respectively, and the five shareholders of Do-Fluoride New Materials Co.Ltd(002407) such as Li Shijiang have a total increase of 100 million yuan.
In terms of performance, among the above seven shares, Jiangsu Yida Chemical Co.Ltd(300721) since the share increase plan was started on November 23, 2021, the company’s share price has fallen by more than 20%. The performance forecast for 2021 was released on January 5 this year, which is expected to turn around the loss and narrow the decline slightly. Among the six companies with pre increased performance, Do-Fluoride New Materials Co.Ltd(002407) , Shandong Shida Shenghua Chemical Group Company Limite(603026) , Zhejiang Conba Pharmaceutical Co.Ltd(600572) net profit increased by more than 300% year-on-year; Among them, Do-Fluoride New Materials Co.Ltd(002407) the lower limit of net profit growth in 2021 exceeded 2400%. The company is a global leading fluoride salt enterprise, benefiting from the strong market demand for new material products mainly lithium hexafluorophosphate, the new capacity of relevant products of the company is gradually released, the capacity utilization rate reaches a high level, and the profitability of the company is greatly improved.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
