[review today]
Northbound capital is also more than 10 billion inflows, domestic capital finally can not help but enter the market to take over. After a frenzy, the Prev broke through 3200 points. Northward capital inflow of 15.8 billion yuan, mainly buying Guizhou Moutai (600519.SH), Weir shares (603501.SH) and so on.
The securities firm finally stood on the C position, and the new "measures for the Management of Securities Brokerage Business" was issued, the key of which is: "the commission charged by securities firms shall not be significantly lower than the service cost of securities brokerage business." Take a look at last Friday's prediction: "Brokerage stocks as a key sector to stabilize the overall situation at the end of the market force again, it is expected that before the festival brokerage, insurance are the focus of foreign investment, today is the emergence of Xiangcai shares (600095.SH), there is a futures Hongye futures (001236) worth observing." Xiangcai shares have become the new leader, and Hongye futures are also smoothly linked to the board. The bottom breed of new fermentation is Shanxi Securities (002500.SZ). And the new pioneering securities (601136.SZ) was also pushed to the limit at one time, but it was broken open because there were too many T-makers. The trend is expected to be dominant. Hot money mining is mainly diversified finance, such as Minsheng Holdings (000416.SZ).
It can be said that there are joys and sorrows for the brokerage plate, and the good news comes a little quickly. The attribute of "scum man" is deeply rooted in the hearts of the people, and it is worried that it will rise high and fall back in the morning trading, but it is gratifying that funds continue to fall after withstanding the pressure. the worry is mainly that the amount of money absorbed in the afternoon is too large, and it is very difficult for funds to be fully accepted, such as Oriental Securities (600958.SH) being green at the end of the day. The reason is not complicated, it is embarrassing to lose your status. Behind the trend of securities firms is expected to split up, to see whether the leading and diversified finance can make room, more focus on the front row or industry EFT.
The rise of heavyweights is relatively friendly to track stocks, such as the auto sector, with only three of the four mentioned on Friday rising by the daily limit, with 002927.SZ once again, 002363.SZ changing hands twice and Grand Tech (002144.SZ) also rising rapidly. Let's see which of these two will last tomorrow. In addition, the chip stock Weir shares (603501.SH) performance exploded but rose sharply, this signal is worth paying attention to, indicating that the market is no longer pessimistic about the industry. The Nuggets Dragon and Tiger list's Yingfang Weiwei (000670.SZ) rose by the limit again on the chip. There are also CXO classes.
Consumption of this piece of red star 601828.SH acquisition theme is more eye-catching, Bubugao (002251.SZ) also has real control of the subject matter has been pulled to the limit. Leading blond rabbi (002762.SZ) afternoon seal is also very eye-catching, some people think that it is simply for the card high standard, we will know the answer tomorrow.
The highest standard Tianwei Video (002238.SZ) was basically abandoned, but Tongda Power (002576.SZ) is still supported, so the anti-nuclear forces also have some strength. Digital three Musketeers have taken the lead in their software (002279.SZ) for a long time. Infineto (002528.SZ) and Anne shares (002235.SZ) have all been taken up, and they should be careful of double heads if they can't get out of a new high tomorrow.
Finance
After the trading on January 13, the CSRC issued the measures for the Administration of Securities Brokerage Business, which made it clear that the commission charged by securities firms should not be significantly lower than the cost of securities brokerage services, and the terms "zero commission" and "free" should not be used for publicity.
Minsheng Holdings (000416.SZ): participates in Minsheng Futures and intends to transfer 14.5% priority guaranteed notes of Asia Pacific Pacific Oceanwide Holdings International Development third Co., Ltd. at a price of US $2.9016 million.
Consumption
New egg, a cross-border e-commerce company, rose 40%. Newegg Commerce,Inc. Headquartered in Industrial City, California, is a leading e-commerce company that provides direct sales and online marketing platforms for IT computer components, consumer electronics, entertainment, smart home and gaming products, as well as certain third-party services, worldwide party logistics services.
002251.SZ: the merger of Xiaobu Youxiang and "Hoda" team, there are master dishes (net side dishes) in the operation, fresh food products include sushi rice balls, box lunches, stewed vegetables, pastry products, and Congchu, Peng Jifang, etc., are co-produced, Yunmou has launched the global purchase business.
Contact interaction (002280.SZ): holding 59.98% of New Egg, subsidiary Newegg has partnered with a number of well-known cross-border e-commerce companies to cover more than 5000 brands in 50 countries around the world, together with Avegant of the United States to launch the world's first virtual reality retina glasses Glyph.
[Nuggets Dragon and Tiger list]
Kelleying (002821.SZ): Dragon and Tiger list has a luxurious lineup, two institutional seats bought a total of 95.34 million yuan, Shenzhen Stock Tong sold 13.51 million yuan for a single pair, bought 43.22 million yuan for the seat of the top hot money chapter, and bought 82.25 million yuan net on the same day, the stock broke through the half-year line today and is expected to hit the annual line.
Fundamental analysis: the company has laid out a number of business areas, small molecular CDMO, chemical macromolecular CDMO, CRO, biomedicine CDMO and other multi-plate business coordinated development, gradually forming a global leading one-stop comprehensive enabling platform, strong certainty of future growth. The company is the fifth largest innovative drug raw material drug CDMC company in the world, accounting for about 1.5% of the market share (the first market share is about 2.9%). It is the largest commercial chemical drug CDMO company in China, accounting for about 22% of the market share.
The layout of the company's emerging business sector is diversified, and its accumulation for many years has gradually entered the harvest period. 2022H1 achieved revenue of 393 million yuan, accounting for 7.8% of revenue, an increase of 173.86% over the same period last year. The revenue of the chemical macromolecular sector increased by 210.74%, and the construction of 12000 "R & D centers and 9500" GMP plants is expected to be completed by the end of 2022. The biological macromolecule CDMO plate has an order of more than 260 million yuan, and Hillhouse Capital plans to jointly invest 2.5 billion yuan. It has set up a drug R & D and production center in Jinshan, Shanghai, and a plasmid and mRNA R & D and pilot base in Suzhou.
[institutional research]
000799.SZ: recently received intensive research by Huaxia Fund, Yinhua Fund, Yi Fonda Fund, Boshi Fund and other institutions.
Fundamental analysis: 22 in the first three quarters, the company achieved revenue of 3.49 billion yuan, year-on-year + 32.1%, net profit of 970 million yuan, + 35.0%, + 2.5%, and net profit of 250 million yuan, + 21.1%, respectively.
According to the company, it is clear that the quota of 52-degree internal reference next year will be 80% of this year's actual completion, but for 54-degree internal reference, it will still be cultivated outside the province, and cultural wine is expected to contribute additional increments. Relatively speaking, the alcoholic series has performed steadily, with an annual growth rate of about 30%, of which Hongtan has achieved some results under the operation of the departmental system.
As of 2022H1, there are 25000 core terminal outlets in the country, with a national prefecture-level city coverage rate of 72% and Hunan county-level market coverage rate of 99%. At the same time, the company speeds up technical upgrading, capacity recovery and expansion projects to ensure production capacity and product quality.
After Cofco took ownership, the level of corporate governance continued to improve, while dealers' confidence in the development of the company was significantly enhanced under the background of central enterprises, while from the perspective of product structure, although the current approval price of internal reference has fallen somewhat, however, control the price and continue to promote consumer cultivation and dynamic marketing work, the future industry recovery will continue to benefit from consumption upgrading, while the opportunity for the nationalization of alcoholic products still exists and maintains a good growth trend.