The A-share market continued to adjust.
In terms of the index, the Shanghai index fell below 3500 points and once again set a new low in the past two months.
Entering the intensive disclosure period of annual report performance forecast, the performance “mine” of some companies broke out. On the other hand, some stocks that have suffered continuous crazy speculation have also ebbed. The overall trading atmosphere of the market is under pressure.
the adjustment of A-Shares continued, and the Shanghai stock index fell below 3500 points
According to the market data, the main indexes of the A-share market fell again this morning. The Shanghai index fell below 3500 points in the session, breaking the new low in the last two months.
In the Shenwan industry category, the media sector led the decline, with a decline of more than 4%.
Comprehensive, coal fell more than 3%, and computer, communication and other sectors fell more than 2%.
A few sectors such as national defense and military industry, transportation and household appliances were relatively resistant to decline.
Concept stocks nearly adjusted across the board, and many concept sectors such as cloud games and digital currency plummeted.
In terms of individual stocks, with the weakening of the market trend, there have been several consecutive limit stocks recently.
Yesterday’s Huabao Flavours & Fragrances Co.Ltd(300741) limit of “20 cm” fell sharply again today, and once again fell more than 19% in the morning. Yesterday morning, Huabao Flavours & Fragrances Co.Ltd(300741) announced that Zhu linyao, the actual controller of the company, was put on file for investigation.
Since then, the company has received a letter of concern from the management department of GEM companies of Shenzhen Stock Exchange. The above letter of concern from Shenzhen stock exchange requires Huabao Flavours & Fragrances Co.Ltd(300741) to supplement seven aspects, including the information the company has so far mastered on the specific matters of the investigation of Zhu linyao’s violation by Leiyang supervision committee, whether it has taken compulsory measures against Zhu linyao, and whether it involves corporate responsibility. If so, whether the company is suspected of major violations, etc.
Many stocks, such as Thalys Medical Technology Group Corporation(603716) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Beijing Dynamic Power Co.Ltd(600405) , Zhejiang Jianfeng Group Co.Ltd(600668) , Guangxi Hechi Chemical Co.Ltd(000953) , fell by the limit continuously, and most of these stocks were stocks that were wildly fried in the early stage.
In terms of new shares, the two new shares listed today performed better in the morning.
Lily shares (603102. SH) rose 20% from the issue price at the opening of the listing, and then the increase expanded to 44%. According to the prospectus, the company is a national high-tech enterprise specializing in the R & D, production and sales of nutritional and health food. After years of R & D and accumulation, the company has formed a multi dosage form and large-scale production capacity of soft capsules, hard capsules, tablets, powders, oral liquids, drops, bottled drinks and bagged drinks. At the same time, it has established an efficient R & D management and supply chain management system, which can provide customers at home and abroad with products positioning, formula research Whole process services such as production approval and finished product production. The offering price of Lily shares is 42.14 yuan.
Another new share, Yidong Electronics (301123. SZ), also had a strong performance in the morning. As of the morning closing, it was up 44.94% from the issue price. According to the prospectus, the company is mainly engaged in the R & D, production and sales of precision electronic components such as FPC, connector components and LED backlight modules. The company’s products are mainly used in the fields of consumer electronics, communications, new energy, automotive electronics, industry and medical treatment. The customer groups mainly include xinnengde, Sunwoda Electronic Co.Ltd(300207) , Byd Company Limited(002594) , Goertek Inc(002241) , Contemporary Amperex Technology Co.Limited(300750) , Amphenol, MOLEX, Tyco, Shentai, Luxshare Precision Industry Co.Ltd(002475) , Tianma micro electronics, Guangdong Goworld Co.Ltd(000823) and other well-known enterprises at home and abroad.
come back to the “minefield” of performance: several stocks plummeted after issuing performance forecasts
It is worth noting that we have recently entered the intensive disclosure period of performance forecast of A-share annual report.
According to the data, up to now, more than 1000 A-share companies have made forecasts for the performance of 2021. In general, the proportion of pre hi companies is still high. However, there is still great differentiation. Most of the track industries such as new energy have significantly increased their shares in advance, and most of the performance of some industries such as pig breeding has significantly decreased or suffered losses.
Many stocks plummeted or even fell by the limit after disclosing their performance.
For example, Beijing Shunxin Agriculture Co.Ltd(000860) fell sharply by 7.56% at the opening today, and then closed the limit soon.
The trigger for the sharp decline in the share price of Beijing Shunxin Agriculture Co.Ltd(000860) was a 2021 performance forecast released by the company last night. According to the above performance forecast, Beijing Shunxin Agriculture Co.Ltd(000860) it is estimated that the net profit attributable to the shareholders of the listed company in 2021 will be 80-110 million yuan, a sharp decrease of 80.95% – 73.81% over the same period of the previous year.
For the year-on-year drop in performance, Beijing Shunxin Agriculture Co.Ltd(000860) said that first, due to the repeated impact of the macroeconomic situation and covid-19 pneumonia epidemic, there was a certain pressure on the company’s production and operation; Second, affected by the downward trend of the pig cycle, the price of pigs decreased significantly compared with the same period last year, resulting in a large decline in the company’s pig breeding and meat food processing industry compared with the same period last year; Third, the real estate business of the company is affected by the national real estate regulation policies, and the sales and payment collection of real estate projects are slow, which affects the overall operating performance of the company.
Beijing Shunxin Agriculture Co.Ltd(000860) is the expected year-on-year decline in performance, and some A-share companies directly expect a loss in performance.
For example, Qitian Technology Group Co.Ltd(300061) the performance forecast for 2021 released last night shows that the company expects the net profit attributable to shareholders of Listed Companies in 2021 to be a loss of 340 million yuan – 490 million yuan.
As for why it is expected that the performance will suffer a significant loss in advance, Qitian Technology Group Co.Ltd(300061) mentioned the provision for goodwill impairment in the announcement. According to the company, according to the relevant requirements of accounting standards for Business Enterprises No. 8 – asset impairment and accounting supervision risk tip No. 8 – goodwill impairment, the company has conducted a preliminary impairment test on the goodwill formed when acquiring Qiji intelligence, Jingzhong technology and other companies. According to the preliminary calculation of various asset groups, the provision for goodwill impairment is expected to be about 310 million to 40 million yuan in the reporting period, and the actual amount shall be determined according to the evaluation of the evaluation institution and the audit of the audit institution.
After the announcement, Qitian Technology Group Co.Ltd(300061) shares fell sharply this morning, down more than 10%.
Tangel Culture Co.Ltd(300148) the performance forecast for 2021 released last night also shows that the company expects the net profit attributable to the shareholders of the listed company in 2021 to be a loss of 600 million yuan to 850 million yuan. Tangel Culture Co.Ltd(300148) said that during the reporting period, the main reason for the loss of the company was that the revenue and profit of some of the company’s old game products decreased year-on-year, and the R & D and promotion of most new game products failed to start as planned, resulting in the performance of game subsidiaries not meeting expectations and obvious signs of impairment during the reporting period. According to the company, it is expected that the asset impairment loss and credit impairment loss recognized in 2021 will total 550-800 million yuan, which will reduce the consolidated profit of the company, and the final impairment amount will be subject to the evaluation and audit of intermediaries.
Affected by the above news, Tangel Culture Co.Ltd(300148) share price plummeted, with an intraday decline of more than 18%.
