Many circulation markets are lifted every week, especially in the last week before the Spring Festival, and some heavyweight stocks ushered in the lifting of the ban.
According to statistics, in the following week, 70 individual stocks will be lifted, and 46.4 billion of the 100 billion CXO Pharmaron Beijing Co.Ltd(300759) will be lifted. It is the China Europe medical and health heavy warehouse stock of the 100 billion top flow fund manager Ge Lan who has been controversial recently because of poor performance, and more than 20 billion of the 10 times Bull Stock Cosco Shipping Holdings Co.Ltd(601919) will also be lifted; Beijiaosuo beiteri, a ge with a market value of more than 40 billion, also lifted the ban. In addition, New Hope Dairy Co.Ltd(002946) , Ming Yang Smart Energy Group Limited(601615) and senxuan medicine have also lifted the ban of more than 10 billion.
The good news is that many of these heavy lifting restrictions are held by controlling shareholders and may not necessarily reduce their holdings; In addition, for example, Pharmaron Beijing Co.Ltd(300759) has nearly halved its share price, released a large number of risks, and issued a favorable announcement of performance growth.
In terms of the number of shareholders, there are more than 600000 shareholders in Cosco Shipping Holdings Co.Ltd(601919) alone.
Pharmaron Beijing Co.Ltd(300759) 46.4 billion lifting the ban
Recently, Ge Lan, the new top flow fund manager of 100 billion, was widely concerned. He was once known as the “goddess of medicine”. However, with the decline of pharmaceutical stocks, the fund performance has also been greatly “pulled across”. The house leak happens to rain every night. Her largest representative fund, China Europe medical and health, has a scale of 34 billion yuan. The Pharmaron Beijing Co.Ltd(300759) held in a heavy position will soon usher in a huge lifting of the ban of 46.4 billion yuan.
Pharmaron Beijing Co.Ltd(300759) in January 2019, it was listed on the gem. Now, shareholders have lifted the ban on circulation before the IPO for three years. However, for this ah stock listed at the same time and with a market value of 100 billion, the lifting of the ban of 46.4 billion is really not low, and it is lifted by several shareholders. It is not ruled out that some of them want to reduce their holdings.
The lifting date is January 28, 2022, and many shareholders in the form of partnership enterprises have been lifted.
Pharmaron Beijing Co.Ltd(300759) is the fifth largest heavy position stock of China Europe medical health, the representative work of Glenn, with a position ratio of 5.9%; The fund is also the public fund with the largest position Pharmaron Beijing Co.Ltd(300759) at present, holding 32.35 million shares; In addition, many funds such as GF, BOCOM and ABC Huili also have active fund positions.
The share price of Pharmaron Beijing Co.Ltd(300759) is close to halving
just another news, performance growth
Due to the continuous correction of the stock price of pharmaceutical stocks, Pharmaron Beijing Co.Ltd(300759) has actually fallen greatly. From the high 224 yuan to the latest 124 yuan, the stock price is close to cutting back, and the risk of decline has been greatly released.
In addition, on January 22, Pharmaron Beijing Co.Ltd(300759) also released a gratifying performance forecast for 2021. Pharmaron Beijing Co.Ltd(300759) the performance forecast was released on January 22, 2022. It is estimated that the annual attributable net profit in 2021 will be 1.583 billion yuan to 1.7 billion yuan, an increase of 35% to 45% over the previous year.
Pharmaron Beijing Co.Ltd(300759) indicates that the main reasons for this performance change are: 1. Impact of main business
1) the company’s business plan is carried out in an orderly manner. In 2021, the main business income will grow steadily, the scale efficiency and operation efficiency of mature service lines will be gradually improved, and the profitability will be improved;
2) the company continues to promote the layout and development of new business, and the gross profit margin of new business is relatively low in the investment stage;
3) the company’s revenue is mainly denominated in US dollars. The average exchange rate of US dollars to RMB in 2021 decreased significantly by about 6.5% compared with the previous year, which has a certain negative impact on the company’s operating revenue and net profit attributable to shareholders of listed companies.
2. Impact of non recurring profit and loss: in 2021, the amount of non recurring profit and loss attributable to shareholders of listed companies was about RMB 300 million to RMB 350 million, a decrease of about RMB 21.7021 million to RMB 71.7021 million compared with RMB 37.17021 million in the previous year.
10x Bull Stock Cosco Shipping Holdings Co.Ltd(601919)
controlling shareholder’s fixed increase and lifting of the ban made a sudden profit of 18 billion
Shipping Daniel shares, which soared 10 times from May 2020 to July 2021 Cosco Shipping Holdings Co.Ltd(601919) . With the fixed increase three years ago, the controlling shareholder is now going to lift the ban and make a lot of floating profits.
Cosco Shipping Holdings Co.Ltd(601919) recently announced that the ban on 1.328 billion shares held by COSCO Shipping Group, the indirect controlling shareholder, will be lifted on January 24. These shares were fixed to be added three years ago. Today, the lifting of the ban has a market value of 22.2 billion yuan.
The share price of Cosco Shipping Holdings Co.Ltd(601919) was reported at 16.70 yuan / share, with a total market value of 250.2 billion yuan. Based on the latest price of Cosco Shipping Holdings Co.Ltd(601919) and the increase of Cosco Shipping Holdings Co.Ltd(601919) in 2021, the floating profit ratio of China Ocean Shipping Group Co., Ltd. is 474.43%, and the floating profit amount exceeds 18 billion yuan.
the first brother in the market value of the Beijing stock exchange also has the ban lifted
Beijiao stock exchange is a big brother in terms of market value, and beiteri, with the latest market value of 61.4 billion yuan, also ushered in the lifting of the ban. The shares to be lifted are from China Baoan Group Co.Ltd(000009) and China Baoan Group Co.Ltd(000009) Group Holding Co., Ltd., which are the first and second largest shareholders of beiteri respectively and the controlling shareholder of the company, and will be lifted on January 27.
From the lowest price of RMB 4.6 in October 2018 (before resumption of rights) to the highest price of RMB 198.08 in November 2021, beiteri’s share price once soared by more than 40 times in recent years. Now that the ban is lifted, it is worth paying attention to whether the controlling shareholders will reduce their holdings.
