Today (January 25), the main contents of the daily report of A-share listed companies are: Xiamen Anne Co.Ltd(002235) become a “demon”; 10 times “Sea King” earns 240 million a day; Gree Electric Appliances Inc.Of Zhuhai(000651) “local tyrant style” official publicity; After Wei Lai and “Ning Wang” entered the game, Geely joined hands with Lifan to enter the trillion power exchange track; The leading performance of 200 billion lithium mines is expected to increase by more than three times.
hot company trends:
clarify that without cooperation with Blizzard, five boards are still in the bag Xiamen Anne Co.Ltd(002235) as a “demon”?
The reason why Xiamen Anne Co.Ltd(002235) (002235. SZ) came out of the different market of its sector may be related to the “tuyere” of Activision Blizzard. However, after the company clarified that it did not have business cooperation with Activision Blizzard, on January 25, Xiamen Anne Co.Ltd(002235) was still closed at noon, and five consecutive sectors had been welcomed as of press time.
really broke out! 10 times the daily net profit of “Haiwang” is 240 million, with an advance increase of nearly 8 times. Can we continue “Hi” this year?
Live up to expectations, “Sea King” handed in a satisfactory answer in 2021! On the evening of January 24, Cosco Shipping Holdings Co.Ltd(601919) released the announcement of annual performance increase in 2021. It is estimated that the net profit in 2021 will be 89.28 billion yuan, with a year-on-year increase of about 799.3%, about 240 million yuan per day.
In sharp contrast to Cosco Shipping Energy Transportation Co.Ltd(600026) which has just predicted a net profit loss of about 5 billion yuan in 2021, Cosco Shipping Holdings Co.Ltd(601919) has achieved remarkable results, which is mainly due to the explosion of Cosco Shipping Holdings Co.Ltd(601919) main container shipping and related businesses in 2021.
take out at least half of the net profit dividend Gree Electric Appliances Inc.Of Zhuhai(000651) “local tyrant” official declaration! The market value is less than half that of the United States. Can it turn the world around?
In the A-share market, the dividend of Gree Electric Appliances Inc.Of Zhuhai(000651) is notoriously generous. On January 24, Gree Electric Appliances Inc.Of Zhuhai(000651) disclosed the shareholder return plan for the next three years. From 2022 to 2024, the annual cash dividend of the company shall not be less than 50% of the net profit of the current year. For the above dividend plan, many investors gave positive comments. Some investors said that “conscience company” and others said that Gree has abundant cash flow and is not short of money.
Statistics show that since its listing in 1996, by 2020, Gree Electric Appliances Inc.Of Zhuhai(000651) has implemented cash dividends for 22 times, with a cumulative dividend of 84.3 billion yuan; During this period, the accumulated net profit was 190.752 billion yuan, with a dividend rate of 44.2%. In addition to generous dividends, the share repurchase of Gree Electric Appliances Inc.Of Zhuhai(000651) has also been very fierce in recent years. The company has repurchased 27 billion yuan of shares since 2020, surpassing Midea Group Co.Ltd(000333) , becoming the “king of repurchase” of a shares.
after Wei Lai and “ningwang” entered the game, Geely joined hands to sail into the trillion power exchange track
On January 24, Geely Automobile announced that the joint venture established under the agreement with Lifan Technology(Group)Co.Ltd(601777) had completed the industrial and commercial registration procedures and obtained the business license issued by the market supervision and Administration Bureau of Liangjiang New Area, Chongqing. The joint venture is called Chongqing Ruilan Automobile Technology Co., Ltd. (“Ruilan automobile”).
The leading performance of 200 billion lithium mines has increased by more than three times in advance! Double the performance is the “starting price”? Performance forecast of new energy track
The annual report performance forecast disclosure of 2021 has entered the peak period, and the performance of many new energy track companies has been gradually unveiled. On the 24th, Ganfeng Lithium Co.Ltd(002460) released the performance forecast for 2021, which showed that the company’s net profit attributable to shareholders of Listed Companies in 2021 was 4.8 billion yuan – 5.5 billion yuan, a sharp increase of 368.45% – 436.76% over the same period of the previous year.
As for the reasons for the sharp increase in performance, Ganfeng Lithium Co.Ltd(002460) said that 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. New projects in the lithium battery sector of the company were put into operation and the production capacity was gradually released, so the operating net profit of the company increased year-on-year; In addition, during the reporting period, the financial assets held by the company generated income from changes in fair value, resulting in a year-on-year increase in the company’s non recurring income.
73 shares received the highest institutional buy in rating Great Wall Motor Company Limited(601633) and
Statistics show that 73 stocks received institutional buy rating on January 24. Among them, Great Wall Motor Company Limited(601633) has the highest attention and has won six institutional buy in rating records; Gigadevice Semiconductor (Beijing) Inc(603986) , Hangzhou Silan Microelectronics Co.Ltd(600460) , Foryou Corporation(002906) , Wens Foodstuff Group Co.Ltd(300498) , Xlinmen Furniture Co.Ltd(603008) won three, three, two, two institutional buy rating records respectively. From the perspective of institutional rating changes, among the institutional buy in rating records, 20 rating records are the first concern of the institution, involving Yunnan Tin Co.Ltd(000960) , Anhui Jianghuai Automobile Group Corp.Ltd(600418) , China Tourism Group Duty Free Corporation Limited(601888) , Aecc Aero-Engine Control Co.Ltd(000738) , Qinghai Salt Lake Industry Co.Ltd(000792) and other stocks.
47 shares including Ganfeng Lithium Co.Ltd(002460) have been net bought by institutions in the past five days
Statistics show that among the dragon and tiger lists in the past five trading days, 109 stocks appeared in the figure of institutions, of which 47 stocks showed net purchases and 62 stocks showed net sales. The top three institutions’ net purchases in the past five days are Shandong Buchang Pharmaceuticals Co.Ltd(603858) , Jc Finance & Tax Interconnect Holdings Ltd(002530) , Ganfeng Lithium Co.Ltd(002460) .
Meanwhile, Jinghua Pharmaceutical Group Co.Ltd(002349) , Changchun High And New Technology Industries (Group) Inc(000661) , Inspur Software Co.Ltd(600756) were among the stocks listed on the Dragon Tiger list that landed in Shanghai and Shenzhen in the past five trading days. Specifically, Jinghua Pharmaceutical Group Co.Ltd(002349) is the most favored stock of funds. The net purchase amount of the business department reached 230 million yuan, ranking first in the list.
42 shares were investigated by more than 20 institutions Zhejiang Sunoren Solar Technology Co.Ltd(603105) and most concerned
Statistics show that in the past five trading days (January 18 to January 24), about 155 listed companies in Shanghai and Shenzhen were investigated by institutions. In the institutional research list, a total of 42 companies were investigated by more than 20 institutions. Zhejiang Sunoren Solar Technology Co.Ltd(603105) has attracted the most attention, with 327 institutions participating in the research; Topsec Technologies Group Inc(002212) , St national medicine and Iflytek Co.Ltd(002230) were investigated by 151, 142 and 125 institutions respectively. In terms of the number of institutional research, Yunnan Baiyao Group Co.Ltd(000538) institutional research is the most intensive, with a total of 5 institutional research. The research of Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) , Jiangsu Zhangjiagang Rural Commercial Bank Co.Ltd(002839) and other institutions is also intensive, and they have been investigated by institutions for three times.
institutions made repeated research at the beginning of the year, and the investment logic of bank stocks was strong
According to the data, from January 1 to January 24, 2022, a total of Jiangsu Zhangjiagang Rural Commercial Bank Co.Ltd(002839) , Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) , Bank Of Suzhou Co.Ltd(002966) , Bank Of Ningbo Co.Ltd(002142) , Wuxi Rural Commercial Bank Co.Ltd(600908) , Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) , Bank Of Hangzhou Co.Ltd(600926) 7 banks were surveyed by institutional investors, with a total of 29 times of being surveyed and 246 institutions participating in the survey.
In terms of the number of times investigated, Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) and Jiangsu Zhangjiagang Rural Commercial Bank Co.Ltd(002839) attracted the most attention, and both ushered in 6 institutional investor surveys during the period; Both Bank Of Ningbo Co.Ltd(002142) and Bank Of Suzhou Co.Ltd(002966) have received 4 investigations; Bank Of Hangzhou Co.Ltd(600926) , Wuxi Rural Commercial Bank Co.Ltd(600908) , Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) all welcomed three surveys. From the number of institutions participating in the survey, Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) and Wuxi Rural Commercial Bank Co.Ltd(600908) are the most “circle fans”, welcoming 80 and 57 institutions respectively. More than 20 institutions came to Jiangsu Zhangjiagang Rural Commercial Bank Co.Ltd(002839) , Bank Of Ningbo Co.Ltd(002142) , Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) for research.
the four seasons report came out, and the position adjustment path of star fund managers emerged
The disclosure of the four seasons report of public funds in 2021 is gradually coming to an end, including the fourth quarter position ideas of many star fund managers of Huaxia, e fund, GF, Xingquan, China Europe, Ruiyuan and other fund companies.
In terms of positions, Glenn focused on the industrial chain of innovative drugs, medical services and leading enterprises of high-quality generic drugs in the fourth quarter. According to the mixed four seasons report of China EU health care managed by her, as of the end of the fourth quarter of 2021, the stock position of the fund was 81.47%, down 8.15 percentage points month on month. Among the top ten heavyweight stocks, Wuxi Apptec Co.Ltd(603259) , Hangzhou Tigermed Consulting Co.Ltd(300347) , Pharmaron Beijing Co.Ltd(300759) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) were significantly increased; Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) are new entrants; Chongqing Zhifei Biological Products Co.Ltd(300122) , Shanghai Medicilon Inc(688202) exit. Ge Lan said in the four seasons that the innovative drug industry chain is still the most promising direction for a long time. From the top-level design of policies at the national level to the innovation accumulation of Chinese enterprises in recent years, China’s innovative drug industry chain has been maintained in a high boom state for a long time.
