Today’s tip:
On Monday, Ningbo Shipping's share price surged 10.10%. Mainly engaged in my country's coastal and Yangtze River area cargo transportation, international ocean transportation and transportation infrastructure, transportation supporting services and other investment businesses. It is a backbone shipping enterprise in Zhejiang Province. The main shareholder is Ningbo Shipping Group, and the actual controller is the State-owned Assets Supervision and Administration Commission of Zhejiang Province. The main business scope includes: highway construction, ship agency, high-tech industry development and investment, etc. Another contract for the construction of three 49,800-ton bulk carriers was signed recently, with a total investment of no more than 540 million yuan. In the secondary market, after a short period of adjustment, the stock has risen again today, and the Belt and Road sector has strengthened again.
No. 600655 Yuyuan shares rose 10.01% on Monday. As one of the first listed companies in China, the company completed a major asset reorganization in 2018 and became the flagship platform of Fosun's happiness industry. The company has now formed industrial clusters such as jewelry fashion, cultural catering, beverages, alcohol, traditional Chinese medicine health care, beauty and cosmetics, pet health care, ethnic watches, commerce and cultural creation. Guo Guangchang won Jinhuijiu in October 2020, and the company became its largest shareholder with 38% of the shares. Recently, the company successfully bid for a 70% stake in Shede Group for RMB 4.53 billion. In the two cities, the stock recorded two consecutive shares. Fosun's “booze” boosted the liquor sector, which attracted much attention.
On Monday, CATL (300750) rose 15.09%. Our company is a leading domestic power battery enterprise. Its business covers the research and development, production and sales of new energy vehicle power battery systems and energy storage systems. It has core technologies in the power battery field, including materials, batteries, battery systems, secondary batteries, etc. . According to statistics, in 2019, my country's total power battery installation was 62.2GWh, of which the Ningde era ranked first with a speed of 31.46GWh. In addition, it is reported that the company plans to invest no more than 39 billion yuan to build three battery production bases. In the second quarter, Tesla's price cut detonated A shares, and the stock reached a new high today, with a market value exceeding 900 billion yuan.
On Monday, AVIC (002013) rose 10.04%. The company's predecessor was AVIC Precision Machinery, which is a professional integration and industrialization development platform for aviation electromechanical systems. Its business scope has expanded from development, production angle adjustment, slide rail, fork seat and other precision adjustment devices, as well as precision blanking products and precision stamping dies. To the aviation electromechanical system. Since 2013, through successive asset injections, the proportion of the company's main aviation industry has risen from 36% to 70%. It is reported that the newly revised "Army Equipment Management Regulations" will be implemented on January 1. The military industry sector in the two cities has strengthened in response, and the stock continues its daily limit today, and the volume has yet to be released.
Today’s warning:
On Monday, Gree Electric's share price fell 7.12% (600185). The company is a group enterprise integrating real estate, port economy, marine economy, modern service industry, modern finance and other industries. In 2015, Gree Group transferred 51.94% of the listed company's equity to Zhuhai Investment for free, freeing the company from the Gree Group’s “single fight”. The company announced that it will acquire 100% of Zhuhai Duty Free in November 2020 for 12.215 billion yuan to enter the tax-free industry. Recently, the company’s chairman Lu Junsi was filed for investigation on suspected insider trading. In the secondary market, the stock continued to fall today, the tax-free restructuring encountered black swan, and short-term selling pressure was heavier.
On Monday, Antu Bio (603658) fell 9.08%. We are committed to the R&D, manufacturing, integration and service of in vitro diagnostic reagents and instruments. Our products cover multiple fields such as immunodiagnosis, microbiological testing, biochemical diagnosis, etc., and can provide medical laboratories with a full range of product solutions and overall services. It is reported that the company's sales gross profit margin has been stable at more than 70% in recent years, and the company has no vaccine business, and its net profit in the first three quarters of 2020 has fallen by 4.39% year-on-year. According to the news, the company's drug production license has expired and related products have been discontinued. In the second market, the stock has fallen all the way today, and the negative reduction in holdings cannot be ignored. Participation needs to be cautious.
Xinhao (000007) plunged 10.04% on Monday. The company used to use Mingshen Dasheng and 07 shares. After reorganization and transformation, it is now mainly engaged in property management and house leasing business. In recent years, the company's main business has been sluggish, and the road to seeking transformation has not been smooth. At the beginning of this year, when Hongjun Asset Management was established for just over a year, a "retirement intention" emerged; in May, the company's actual controller was changed to Hanford Holdings. In October 2018, the company was once again caught in a control struggle, and Boheng Investment successfully acquired it. Recently, Boheng Investment promised not to reduce its shares through the secondary market during the relevant period. The recent flash crash stocks in the two cities have been frequently issued, and the stock has fallen to the limit for three consecutive days. The investment in stocks has been criticized by the market.
On Monday, Beijing Culture (000802) fell 10.05%. The company's predecessor was Beijing Tourism. At present, it is mainly engaged in the film and television culture business of scenic spots. It has developed into a cultural group covering the entire industrial chain of movies, TV dramas, web dramas, artist brokers, variety shows, new media, and tourism culture. Since 2017, the company has invested in popular movies such as "Wolf Warriors 2", "I'm Not a Medicine God" and "Wandering Earth". In April 2020, the company was reported for financial fraud; in January 2021, the company received a warning letter about the company and was investigated. In the secondary market, the stock has a lower limit today, and a daily limit at the beginning of the year, temporarily avoided.