In today’s stock market, A-Shares have entered the holiday state in advance: today, the trading volume of A-Shares throughout the day is more than 860 billion yuan, less than trillion yuan. The three major stock indexes fluctuated throughout the day and all closed in red. Only lithium sector carnival, 100 billion leading Ganfeng Lithium Co.Ltd(002460) strong limit.
Bull stocks Andon Health Co.Ltd(002432) which had soared 12 times earlier fell by the limit today. It is worth noting that after some shareholders said they wanted to donate money, some shareholders were whimsical and asked the management: are you considering acquiring Microsoft?
good doesn’t work. 12 times bull stocks fell by the limit! investors asked: are you considering acquiring Microsoft?
Today Andon Health Co.Ltd(002432) fell to the limit and opened, closing more than 400000 orders. So far, the company’s latest share price has fallen nearly 30% from the high of 88.88 yuan.
It is worth noting that this morning, the company replied on the interactive and easy platform of Shenzhen stock exchange that “our company’s kit is one of the new free application covid-19 test kits launched by the US government.”
Under the good news, Andon Health Co.Ltd(002432) still fell by the limit at the opening.
Previously Andon Health Co.Ltd(002432) since the rising market started from 6.8 yuan on November 15 to the historical high price of 88.88 yuan on January 18, it has risen 12 times in two months, ranking the first in the increase of stocks in the A-share market since this year.
The source of the surge is the covid-19 test kit. Relying only on the two orders for covid-19 test kits recently announced by Andon Health Co.Ltd(002432) , Andon Health Co.Ltd(002432) has a revenue of more than 8.5 billion yuan, four times that of 2020.
It is worth noting that some investors asked, “is your company considering acquiring Microsoft in the United States?”, The company replied, “Microsoft is a respected company in the world. There is no possibility for the company to acquire Microsoft. Thank you for your attention.”
performance did not meet expectations
Fine Made Microelectronics Group Co.Ltd(300671) flash collapse in the afternoon once fell to the limit
Semiconductor bull stocks Fine Made Microelectronics Group Co.Ltd(300671) collapsed in the afternoon, and the intraday decline was close to the limit. Finally, it closed down more than 15%, with the latest share price of 66.2 yuan and a market value of 14.3 billion yuan.
The reason is that at noon, the company released the performance forecast for 2021: it is expected that the net profit attributable to the owners of the parent company will be 470 million yuan to 490 million yuan in 2021, with a year-on-year increase of 367.81% to 387.72%; It is estimated that in 2021, the net profit attributable to the owner of the parent company after deducting non recurring profits and losses will be 436 million yuan to 456 million yuan, an increase of 350.6864 million yuan to 370.6864 million yuan, a year-on-year increase of 411.06% to 434.50% compared with the same period of the previous year (statutory disclosure data).
It is worth noting that the third quarterly report of Fine Made Microelectronics Group Co.Ltd(300671) 2021 shows that the company achieved a net profit of 485 million yuan attributable to shareholders of Listed Companies in the first three quarters. After calculation, Fine Made Microelectronics Group Co.Ltd(300671) the single quarter net profit range in the fourth quarter of 2021 is -14.7305 million yuan ~ 5.2695 million yuan.
According to the data, Fine Made Microelectronics Group Co.Ltd(300671) is a comprehensive integrated circuit company integrating integrated circuit design, packaging, testing and sales. It is mainly engaged in the design, R & D, packaging, testing and sales of high-performance analog and digital analog hybrid integrated circuits. For the reasons for performance changes, the company said:
1. In 2021, affected by the mass production of new products and the continuous technical iteration of main hot selling products, the company’s sales revenue and gross profit margin increased significantly compared with the same period last year.
2. In order to further enhance the cohesion and enthusiasm of the team, the company launched a restricted stock incentive plan. Affected by this, the amortization expense of share based payment increased by about 32 million yuan over the same period of last year.
3. During the reporting period, the impact of non recurring profits and losses on the company’s net profit is expected to be about RMB 34 million, mainly the investment income obtained from trading financial assets and the government subsidies received by the company.
4. During the reporting period, the company continued to increase R & D investment in miniled display chips, 5g RF chips and fast charging series chips, and continued to expand new fields and develop new products. During the reporting period, the company invested about 180 million yuan in R & D, an increase of about 118 million yuan over the same period of last year.
200 billion giant daily limit
collective rise of lithium-ion boards
Today, Ganfeng Lithium Co.Ltd(002460) rose all the way and closed the trading limit in the afternoon. The latest share price is 134.87 yuan, with a market value of 184.3 billion yuan.
After hours data showed that Shenzhen Stock connect bought 533 million yuan and sold 656 million yuan, one institution bought 238 million yuan and one institution sold 51.9 million yuan.
Meanwhile, Ganfeng Lithium Co.Ltd(002460) announced on January 24 that the company’s pre profit in 2021 was 4.8 billion yuan – 5.5 billion yuan, a year-on-year increase of 368.45% – 436.76%. During the reporting period, with the rapid development of new energy vehicles and energy storage industry, the demand for lithium salt from downstream customers increased strongly, the production and sales volume of lithium salt products of the company increased, and the product price continued to rise. The new projects in the lithium battery sector of the company were put into operation and the production capacity was gradually released. Therefore, the operating net profit of the company increased year-on-year.
In addition, in terms of news, the seventh session of the 13th Qinghai Provincial People’s Congress was held in Xining on January 21. Xinchangxing, governor of Qinghai Province, made a government work report and proposed that the main expected goal of Qinghai’s development in 2022 is to increase the regional GDP by about 5.5%. Further, accelerating the construction of a world-class Salt Lake industrial base is the primary task of Qinghai Province in 2022. According to the government work report, Qinghai will focus on improving the competitiveness of strategic emerging industries and improve the comprehensive efficiency of salt lake resource utilization by strengthening, extending and supplementing the chain.
In order to achieve the goal of “expanding the scale of lithium industry, releasing the capacity of lithium carbonate and improving the level of lithium battery industry”, Qinghai will set up a salt lake industry development fund and introduce a number of high-tech leading enterprises to promote the strength of salt lake industry clusters.
In addition, the quotation of some lithium battery materials rose again today. According to the data released by Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) , the quotation of some lithium battery materials rose again today, and electrolytic cobalt rose 1500 yuan / ton; Lithium carbonate increased by 6000 yuan / ton, and lithium hydroxide increased by 5000-6500 yuan / ton.
Therefore, 100 billion Tianqi Lithium Corporation(002466) also continued to rise, closing up more than 7%.
Lithium battery and lithium mine index rose by more than 6%.
