At the beginning of the new year, the concept of hot spots in the A-share market continued to switch, but many stocks also fell significantly, among which the bear stock Hunan Yujing Machinery Co.Ltd(002943) fell by more than 40%.
\u3000\u3000 NO1、 Hunan Yujing Machinery Co.Ltd(002943) (002943)
Decline since January: 41.54%
Looking forward to the stars and the moon, Hunan Yujing Machinery Co.Ltd(002943) finally resumed trading, but let the investors eat a bowl of cold noodles!
On December 2, 2021, Hunan Yujing Machinery Co.Ltd(002943) resumed trading, opened directly low and went low, and once fell by more than 9%. The reporter of “investment express” noticed that the sharp fall of Hunan Yujing Machinery Co.Ltd(002943) caused heated discussion among investors. Some investors said, “tell me what is a surprise. The surprise is that I am full of joy and look forward to your resumption of trading. As a result, you let me eat a bowl of cold noodles. It’s too disappointed”. Other investors said, “not only the investors who chase high, but also the hot money who chase high have been cut into leeks.” After Hunan Yujing Machinery Co.Ltd(002943) rose to a record high of 63 yuan, it fell all the way, with a cumulative decline of more than 40% in January.
\u3000\u3000 NO2、 Shandong Chiway Industry Development Co.Ltd(002374) (002374)
Decline since January: 41.47%
In the A-share market, “xiaomaotai” Shandong Chiway Industry Development Co.Ltd(002374) known as “the first share of bottle cap” fell by the limit! On January 5, Shandong Chiway Industry Development Co.Ltd(002374) opened 7.42% higher, followed by intraday shock and decline. At 11:04, Shandong Chiway Industry Development Co.Ltd(002374) share price fell by the limit. As of the closing of the day, more than 120000 hand sales orders were hung at the falling limit price to escape, Shandong Chiway Industry Development Co.Ltd(002374) closing price was 10.79 yuan / share, and the latest total market value was 11.74 billion yuan.
Shandong Chiway Industry Development Co.Ltd(002374) the status quo is poor. From 2018 to 2020, the company suffered losses for three consecutive years. In the first three quarters of last year, it still suffered losses. The sign of improvement is that the loss area has narrowed significantly. Shandong Chiway Industry Development Co.Ltd(002374) there is still financial pressure. By the end of the third quarter of 2021, the company’s book monetary capital was 231 million yuan, and the total long-term and short-term debt was 1.533 billion yuan.
\u3000\u3000 NO3、 Changchun High And New Technology Industries (Group) Inc(000661) (000661)
Decline since January: 39.53%
After three consecutive limit falls, the Changchun High And New Technology Industries (Group) Inc(000661) limit was opened on January 24, but it still fell sharply by 7.12%. Changchun High And New Technology Industries (Group) Inc(000661) the core product recombinant human growth hormone occupies the “overlord” in China, with a market share of 76%. After centralized purchase, the price of key products decreased by about 70% compared with the market price.
In May 2021, Changchun High And New Technology Industries (Group) Inc(000661) reached a maximum of 522.16 yuan / share, with a market value of more than 210 billion yuan. It is one of the few hundred billion pharmaceutical white horses. At that time, many star fund managers were optimistic about Changchun High And New Technology Industries (Group) Inc(000661) . China Europe medical and health hybrid fund managed by Ge Lan and Jingshun Great Wall emerging growth hybrid fund managed by Liu Yanchun have appeared in the top ten shareholders of Changchun High And New Technology Industries (Group) Inc(000661) . Subsequently, the market hot spot changed from “Mao index” to “Ning portfolio”, and the share price of Changchun High And New Technology Industries (Group) Inc(000661) also fluctuated downward, and the latest share price was only 1 / 3 of the peak in 2021.
From the 100 billion big white horse to the continuous decline limit, Changchun High And New Technology Industries (Group) Inc(000661) used the “combination fist” of repurchase + holdings increase, but it is a drop in the bucket compared with the funds that fled. In addition, the sharp drop in share prices triggered concerns that the Pledged Shares of Changchun High And New Technology Industries (Group) Inc(000661) controlling shareholders were forced to close their positions.
\u3000\u3000 NO4、 Zhejiang Canaan Technology Limited(300412) (300412)
Decline since January: 39.09%
Zhejiang Canaan Technology Limited(300412) recently released the performance forecast for 2021, and the performance is expected to be basically flat. During the reporting period, the net profit attributable to the shareholders of the listed company was 57.7197 million yuan – 78.0913 million yuan, compared with 67.9055 million yuan in the same period of last year.
Affected by factors such as business development falling short of expectations, rising raw material prices and fierce competition in downstream industries, Canaan Feiqi’s accumulated net profit still lags behind its performance commitment, and the recoverable amount of such goodwill is lower than its book value. According to the preliminary calculation, Canaan Feiqi shows signs of impairment. During the reporting period, the company plans to make an impairment provision of about 30 million yuan for such goodwill, and recognize the performance compensation income according to the relevant agreements. The final amount of goodwill impairment provision and performance compensation income will be determined after evaluation and audit by professional evaluation institutions and audit institutions hired by the company. According to the relevant definitions and provisions of the China Securities Regulatory Commission’s explanatory announcement on information disclosure of companies offering securities to the public No. 1 – non recurring profits and losses, the above goodwill impairment losses are included in recurring profits and losses, and the performance compensation income constitutes non recurring profits and losses. During the reporting period, the company expects the non recurring profit and loss affecting the net profit to be about 50 million yuan, which is mainly composed of the above performance compensation income, government subsidies included in the current profit and loss, profits and losses of entrusting others to invest or manage assets, etc.
No5, Changjiang materials (001296)
Decline since January: 38.66%
Changjiang materials was listed on the main board of Shenzhen Stock Exchange on December 24, 2021, closing at 36.81 yuan on the listing day, an increase of 44.01%. Since January 2022, the cumulative decline has been as high as 38.66%.
Combined with the company’s business performance and orders on hand from January to September 2021, the company expects the operating revenue of 2021 to be 881 million yuan to 949 million yuan, an increase of – 6.87% to 0.36% year-on-year; The net profit attributable to the shareholders of the parent company is expected to be 98.97 million yuan to 115 million yuan, a decrease of 3.43% to 17.24% over the same period of last year; The net profit attributable to the shareholders of the parent company after deducting non recurring profits and losses is expected to be 91.9 million yuan to 107 million yuan, a year-on-year decrease of 4.20% to 17.86%.
\u3000\u3000 NO6、 Anshan Heavy Duty Mining Machinery Co.Ltd(002667) (002667)
Decline since January: 38.23%
From January 10 to 11, 2022, the share price of Anshan Heavy Duty Mining Machinery Co.Ltd(002667) has fallen by more than 38% since 2022. If you look back, you will find that the stock price trend of Anshan Heavy Duty Mining Machinery Co.Ltd(002667) 2021 is like a roller coaster: first, it soared by more than four times before September 2021, and then turned down. It has plummeted by 62.4% since September 16, 2021, and many small enterprises have been set at a high level.
The main products of Anshan Heavy Duty Mining Machinery Co.Ltd(002667) are large vibrating screens used in coal, steel, mining, road construction and other industries, which were listed in 2012. On June 16, 2021, Anshan Heavy Duty Mining Machinery Co.Ltd(002667) announced that it planned to acquire 51% equity of Jiangxi Xingli held by Jiangxi Tong’an. In August of the same year, it once again announced the direct acquisition of 51% equity of Jiangxi Tong’an invested in Qiangqiang, which can not only control Jiangxi Xingli, but also control Jiangxi Dingxing, another company under Jiangxi Tong’an. Unfortunately, the share price soared, but there was no real tension in the acquisition. After peaking in mid September last year, Anshan Heavy Duty Mining Machinery Co.Ltd(002667) entered the downward channel. Under the pressure of the bad news of terminating the acquisition on January 10 this year, Anshan Heavy Duty Mining Machinery Co.Ltd(002667) fell below the 250 day bull bear boundary and operated below this moving average for five consecutive trading days, with obvious weak characteristics.
\u3000\u3000 NO7、* Zhongxing Tianheng Energy Technology (Beijing)Co.Ltd(600856) (600856)
Decline since January: 37.41%
On January 24, * Zhongxing Tianheng Energy Technology (Beijing)Co.Ltd(600856) announced that it had received a regulatory letter from the Shanghai stock exchange because it had not yet hired the 2021 annual audit accountant.
On January 8, * Zhongxing Tianheng Energy Technology (Beijing)Co.Ltd(600856) announced that it planned to replace Lixin Zhonglian Certified Public Accountants (special general partnership), which had cooperated for many years, and hire zhongxinghua Certified Public Accountants (special general partnership) as the company’s financial audit institution and internal control audit institution in 2021. However, during the voting process of the board of directors, some directors clearly expressed their opposition. The opposition of non independent directors is only one of the accidents, and a bigger accident is still to come. On January 22, * Zhongxing Tianheng Energy Technology (Beijing)Co.Ltd(600856) announced the cancellation of the extraordinary general meeting of shareholders. The announcement said: due to the internal careful discussion of zhongxinghua Certified Public Accountants (special general partnership), affected by the epidemic, some auditors were unable to work normally and were expected to be unable to complete the audit of the company within the specified time. The matters that became the audit institution of the company were not approved.
\u3000\u3000 NO8、 Yanan Bicon Pharmaceutical Listed Company(002411) (002411)
Decline since January: 36.22%
As of the closing on January 25, Yanan Bicon Pharmaceutical Listed Company(002411) shares fell 36.22% during the year, with a market value of 6.8 billion yuan and the latest market value of 12.2 billion yuan.
On the news side, Yanan Bicon Pharmaceutical Listed Company(002411) received the decision on administrative supervision measures issued by Shaanxi regulatory bureau of CSRC on December 31, 2021. After investigation, the company has the following problems: the disclosure of information related to the occupation of funds by controlling shareholders and their related parties is illegal. Including: failure to truthfully disclose the relevant information about the return of funds occupied by the controlling shareholders and their related parties. The company announced on September 18, 2020 that “the controlling shareholders and their related parties of the company have returned all non operating Occupied Funds in cash”. According to the investigation, in addition to cash, the methods of returning the Occupied Funds by the company’s controlling shareholders and their related parties also include offsetting debts with assets and current accounts, and some occupied funds have not been truly returned so far. In addition, the company did not disclose the occupation of non operating funds as required. Since October 2020, the company has had non operating capital transactions and paid taxes on behalf of its controlling shareholders and their related parties, which constitute the occupation of non operating funds, with a balance of 75 million yuan. However, the company did not disclose it in the 2020 annual report and the 2021 semi annual report, which did not comply with relevant regulations.
No9, Inner Mongolia Xinhua (603230)
Decline since January: 35.95%
Over the past four years, the profitability of Xinhua in Inner Mongolia has been good as a whole, and the net profit attributable to the parent company has continued to rise. However, it is worth noting that the gross profit margin of Xinhua’s main business in Inner Mongolia continues to decline. The reporter noted that the gross profit margin of Xinhua’s main business in Inner Mongolia decreased or was affected by the gross profit margin of its core business textbooks and books. From 2018 to 2020 and the first half of 2021, the gross profit margin of the company’s textbook and book business was 52.29%, 50.04%, 42.05% and 38.75% respectively, showing a downward trend. Inner Mongolia Xinhua said in the prospectus that it was mainly due to the change of the settlement mode of free teaching materials business in the compulsory education stage of Inner Mongolia Xinhua.
\u3000\u3000 NO10、 Shaanxi Meibang Pharmaceutical Group Co.Ltd(605033) (605033)
Decline since January: 35.16%
Shaanxi Meibang Pharmaceutical Group Co.Ltd(605033) recently released the performance forecast for 2021. It is estimated that the net profit attributable to the shareholders of the listed company in 2021 will be 118.1 million yuan to 133.84 million yuan, an increase of 39.37 million yuan to 55.11 million yuan, a year-on-year increase of 50% to 70%.
The company said that China’s pesticide market is improving as a whole, and the sales of the company’s main products have increased significantly. The company strengthened operation and management, innovated marketing strategies, and orderly promoted all work in accordance with established strategies and business plans; Continue to promote the implementation of the strategy of “taking root at the grass-roots level and serving 1210 customers”, and the results are gradually seen. Especially under the business strategy of big product package, the sales of main products have achieved significant growth by increasing the publicity and promotion of core products.
