In the last week before the Spring Festival, the small climax of lifting the ban also came unexpectedly.
this week (January 24-28), a total of 71 stocks are facing the lifting of the ban, with a total lifting of 7.351 billion shares, with a lifting market value of 194.735 billion yuan, an increase of nearly 60% month on month compared with the lifting market value of 121.701 billion yuan last week.
Calculated according to the market value of lifting the ban
Calculated according to the rate of return on lifting the ban
Calculated according to the proportion of lifting the ban
Among them, Pharmaron Beijing Co.Ltd(300759) has a market value of more than 40 billion yuan, and it will lift the ban of 373 million shares on January 28. The market value of Cosco Shipping Holdings Co.Ltd(601919) lifting the ban also exceeded 20 billion yuan, and the yield of lifting the ban reached 474.43%.
In terms of the rate of return from the lifting of the ban, Suzhou Recodeal Interconnect System Co.Ltd(688800) , Dongguan Yiheda Automation Co.Ltd(301029) , Cosco Shipping Holdings Co.Ltd(601919) , Anhui Ronds Science & Technology Incorporated Company(688768) and other shareholders of the lifting of the ban on restricted shares have a rate of return of more than 400%.
This week, 13 stocks were lifted, accounting for more than 45%, mostly from the Beijing stock exchange.
Pharmaron Beijing Co.Ltd(300759) considerable increase after listing
The largest market value of Pharmaron Beijing Co.Ltd(300759) lifted this week is the cro leader. The type of lifting the ban is the restricted shares of the original shareholders. Pharmaron Beijing Co.Ltd(300759) is also one of the largest stocks lifted in January. The lifted shares come from Shenzhen Xinzhong Kangcheng investment partnership, pharmaron Holdings Limited, Shenzhen Xinzhong Longcheng investment partnership and other shareholders.
Pharmaron Beijing Co.Ltd(300759) is a full process integrated pharmaceutical R & D service platform, which provides full process integrated drug research, development and production services from drug discovery to drug development. As a star stock in cro / cdmo field, on January 28, 2019, Pharmaron Beijing Co.Ltd(300759) was listed and issued at a price of 7.66 yuan / share. Since then, the stock price has risen all the way, reaching the highest price of 244.60 yuan / share on August 5, 2021. Recently, the cro sector ushered in a deep adjustment. After the closing on January 21, Pharmaron Beijing Co.Ltd(300759) share price was 124.28 yuan / share, with a market value of 94.3 billion yuan.
On January 21, Pharmaron Beijing Co.Ltd(300759) announced that it is expected to realize an operating revenue of about 7.341 billion yuan to 7.495 billion yuan last year, an increase of 43% to 46%; It is expected to realize a net profit of 1.583 billion yuan to 1.7 billion yuan, an increase of 35% to 45%; It is estimated that the net profit after deducting non recurring profits and losses will reach 1.281 billion yuan to 1.361 billion yuan, an increase of 60% to 70%.
Zheshang Securities Co.Ltd(601878) believes that the high growth rate of net profit after deduction is the biggest highlight of this performance forecast. Considering the impact of the year-on-year decline of 6.5% in the exchange rate of the US dollar against the RMB in 2021, the revenue side of the company still maintained a high growth level of more than 40% in 2021, reflecting the strong growth momentum of its main business.
Cosco Shipping Holdings Co.Ltd(601919) was increased by the controlling shareholder in advance
On January 24, Cosco Shipping Holdings Co.Ltd(601919) will lift the ban on 1.328 billion shares, with a market value of about 22.180 billion yuan and a yield of 474.43%. The lifting shareholder is China Ocean Shipping Group Co., Ltd.
However, COSCO has taken practical actions to boost investor confidence. According to the announcement, on October 18 last year, when the first increase in Cosco Shipping Holdings Co.Ltd(601919) was implemented, COSCO Shipping Group and its persons acting in concert promised not to reduce their shares in the company during the implementation period of the increase (within 6 months from the date of the first increase) and within the legal period.
Last year, under the influence of multiple factors such as demand growth, supply contraction and repeated epidemics, the relationship between container supply and demand continued to be tense. In terms of the third quarterly report, Cosco Shipping Holdings Co.Ltd(601919) main revenue was 231.479 billion yuan, a year-on-year increase of 96.65%; The net profit was 67.59 billion yuan, a year-on-year increase of 1650.97%.
