Home » Gree’s stockholders have started to sell Gree air-conditioning! The performance fell in 2017, and the stock price fell back to 2019!The number of shareholders has increased by 400,000-Wall Street

Gree’s stockholders have started to sell Gree air-conditioning! The performance fell in 2017, and the stock price fell back to 2019!The number of shareholders has increased by 400,000-Wall Street

by admin

Too cruel, today the three major indexes opened slightly lower, and then continued to decline. The number of stocks that have fallen has reached 3,700, and only a few hundred stocks have risen on the disk, which means that up to 80% of the stocks have fallen today.

Quarterly revenues are all at a loss. Why did Gree Electric plummet but Shuanghui Development rose? Power, led by Wenshan Power, has become the main force in today’s market rise, and the market is clearly differentiated. What is the investment vane in the fourth quarter?

Top-flow fund manager “Kun Kun” announced the three quarterly report, adding to the food and beverage and banking sectors to prepare for offense and defense. Netizens said: Brother Xinkun! Give the money to the fund manager of Zhixingheyi, feel relieved!

Gree Electric’s quarterly net profit fell back to 2017,Become a home appliance enterprise Waterloo in the third quarter

Once Gree Electric released its third quarterly report, its share price fell by more than 5% and fell below 37 yuan! Today, the home appliance sector collectively weakened. Boss Appliances fell more than 4%, while Midea Group and Haier Zhijia fell more than 2%.

As a classic A-share white horse, Gree’s three quarterly reports have attracted a lot of attention. After the financial report came out, Xueqiu had hundreds of comments.

The golfer said that it was “terrible” and “cool from head to toe”. “It’s not that the market share is 42%. I think Gree’s third-quarter performance is leveraged!”

Gree Electric’s third quarter report: the first three quarters revenue was 138.135 billion yuan, an increase of 9.73%; the net profit attributable to the parent was 15.645 billion yuan, an increase of 14.21%. It looks pretty good. But in the third quarter, the company’s revenue was 47.083 billion yuan, down 16.5% year-on-year; net profit attributable to the parent was 6.188 billion yuan, down 15.66%.

The net profit level of 15.6 billion yuan directly returned to the same period in 2017, but the profitability has been much worse than four years ago. Moreover, the third quarter has always been a peak sales season for white power companies such as air conditioners, but the year-on-year decline in Gree’s revenue and profit shows that the market is indeed difficult.

The entire market is facing a problem: on the one hand, the growth rate of the real estate market is declining, and the subversion of e-commerce channels; on the other hand, raw materials are rising; what is the trend of white goods companies in the fourth quarter?

From the perspective of changes in Gree Electric’s shareholders, although the stock price continues to fall, retail investors are also continuing to flood in and rise all the way. A month ago, Gree Electric created the miracle that the number of shareholders exceeded 700,000. At the end of the third quarter, the number of investors increased by more than 20% to 888,000.

The ball friend @小乌龟 never speculates that the number of shareholders is a barometer of stock prices. Gree has fallen all the way, but the number of retail shareholders has increased all the way, and it has increased rapidly. It shows that more and more retail investors are optimistic about Gree, and they all feel that Gree is a golden pit and has gained a high degree of consensus.

See also  8 Signs You're Suffering from Eldest Daughter Syndrome

A Gree liquidation user, as a shareholder who firmly supports Gree Electric, was recently revealed by netizens to sell Gree products as an agent. But the news has not been confirmed by me.

Some netizens added his inner OS: “The stock market and supermarket must have a place for me to make money.”

Eight days and eight boards, where is Wenshan Power?The importance of energy storage peak shaving is highlighted

The most exciting today is the power stocks! Shanghai Electric Power, Wenshan Power, Xiaocheng Technology and other collective daily limit, Huaneng Power International, Goldwind Technology, and energy-saving wind power have soared.

Among them, Wenshan Power gained 8 consecutive boards in 8 days, from 8.76 yuan on October 18 to 17.08 yuan on October 27, and the stock price directly doubled.

Looking at the news, Wenshan Power’s current rise stems from a reorganization news. On the evening of October 15th, Wenshan Power issued an announcement stating that it intends to sell related assets and liabilities mainly engaged in the purchase and sale of electricity, power design, and distribution and sale of electricity from the listed company, and will cooperate with China Southern Power Grid’s China Southern Power Grid Peak Shaving and Frequency Modulation Power Generation Co., Ltd. The equivalent part of the 100% equity is replaced, and the difference is purchased by the listed company by issuing shares to the counterparty.

After the completion of this transaction, the company’s main business will be transformed into the development, investment, construction and operation of pumped storage, peak shaving hydropower and grid-side independent energy storage businesses.

At present, the country’s policies in the field of energy storage are continuously increasing. Pumped storage, as a large-scale high-quality energy storage device, is the key support for the current construction of a new power system. Wenshan Power, which replaces high-quality assets, has also ushered in an outlet.

However, receiving 8 consecutive boards in 8 days also made everyone unable to grasp the idea. The ball friend @牛小予’s stock diary posted a post saying that it is indeed the small rich who depends on diligence, and the big rich depends on luck! Why is the Yangtze River Power, which is also a hydropower, still not moving? Dongfang Electric, which is also an energy storage, has fallen some time ago. Even if it is a rotation within the plate, such a strong daily limit is still rare.

Everyone, guess, will Wenshan Power continue to rise this year after opening the daily limit? Where is the next Wenshan Power?

Meat leader Shuanghui, quarterly net profit fell by more than 50%,Friends: The bottom of the pig cycle, understandable

Yesterday (October 26), Shuanghui Development also announced the third quarter data. Different from Gree Electric Appliances, the net profit also declined. Shuanghui Development rose by more than 3% at the opening today. Many golfers said that it was in anticipation.

According to the announcement, Shuanghui Development achieved a net profit of 916 million yuan in the third quarter, a year-on-year decrease of 51.73%; the first three quarters achieved a net profit of 3.45 billion yuan, a year-on-year decrease of 30.08%.

See also  El Shaarawy brace: what a renewal with Roma! And very hot Greece with Ludovica Pagani

The ball friend @灵风 explained that Shuanghui’s performance is a bright card and is greatly affected by the pig cycle. Last year, pork was at a historical high. Importing pork from the United States at low prices to China made a lot of money. This year, domestic pork prices are not much different from those in the United States, so the decline in profits is purely normal.

A golfer said: “I thought you were a consumer, but you were a cyclical stock…”

So, why did the sales of Shuanghui meat products decline year-on-year in the third quarter? The official answer is: The core reason is the loss of sales of domestic meat and imported aspic, and the end-of-period accrual. Excluding the impairment and loss of frozen products, the current profit of fresh products is about 160 million yuan, which is equivalent to about 50 yuan per pig (earning).

@走西门的大官人 believes that the biggest reason for the net profit cut is that the gross profit is 320 million less, and the biggest reason is that the inventory impairment has reached 960 million, compared with only 160 million in the same period last year. This is only one item. The profit before tax was 800 million, and at the same time, the expense side also increased by about 120 million, mainly because Shuanghui’s sales expenses increased by 140 million this year. This may be because Shuanghui has added a lot of new products this year, which is understandable.

At the same time, it is worth noting that Shuanghui’s inventory reached 7.25 billion in the case of a sharp drop in pork prices, compared to 6.38 billion in the same period. This is the valuation after the sharp drop in pork prices. It can be seen that Shuanghui must have a lot of pork. of.

There is a high probability that these impaired pork will contribute some excess income when the price of pigs rises in the future.

@执价投的我: At the bottom of the pig cycle, the accrual of high-priced meat in the third quarter is almost the same. Now there are more low-priced meats, and the future can be expected…

Top stream “Kunkun” adds warehousing in the food and beverage and banking sectors,Be prepared for offense and defense

As the first 100 billion-level active equity fund manager in China, the top “Kunkun” Zhang Kun, today disclosed the three quarterly reports of four funds under management.

Holding a huge amount of money in his hands gives him a lot of weight. However, the three quarterly reports showed that Zhang Kun’s management scale was reduced by 28.729 billion yuan from the 134.478 billion yuan at the end of the previous quarter. However, 105.749 billion yuan is still in the 100 billion scale.

In addition, the third quarterly report also released a clear signal to increase the position, compared with the second quarter, increased by +1.54%. The four funds under management all increased their positions in the third quarter. Among them, the stock position of E Fund Premium Select Fund increased significantly from 70.36% at the end of the second quarter to 92.31%, returning to a state of high position operation.

See also  Video|The China Consumers Association named the KFC blind box, don't let the hunger marketing "break the stomach" | KFC_Sina News

From a specific operational point of view, he carried out a relatively large exchange of positions:

  • E Fund Blue Chip CollectionwithE Funda high-quality enterprise held for three yearsIncreased the allocation of food and beverage, banking and other industries, and reduced the allocation of medicine, Internet and other industries;

  • After the transformation, carry out “subversive” repositioningE Fund Premium SelectionIn addition to increasing the allocation of food and beverage, banking and other industries, it also added Internet companies that were underweight by the aforementioned two products, and at the same time reduced the allocation of pharmaceuticals, computers, home appliances and other industries;

  • In addition, rightE Fund Asia SelectionIn addition to the addition of food and beverage sectors, Zhang Kun also increased the allocation of industries such as real estate, and reduced the allocation of industries such as medicine and the Internet.

Zhang Kun said frankly that he slightly increased its stock position in the third quarter and adjusted its structure. In terms of individual stocks, he still holds high-quality companies with outstanding business models, clear industry patterns, and strong competitiveness.

Specifically, the overall increase in the food and beverage and banking sectors, among the liquor stocks, Luzhou Laojiao, Kweichow Moutai, and Wuliangye returned to the top three heavy stocks of E Fund’s blue chip selection, and China Merchants Bank and Ping An Bank appeared in multiple funds under his management. Among the top ten heavy holdings; in addition, Yili shares, Ping An Bank’s new E Fund blue chip selection of the top ten heavy holdings, and Meituan and Aier Ophthalmology withdrew from the top ten heavy holdings.

From the perspective of industry configuration, the positions held by E Fund Blue Chip Selection and E Fund High Quality Enterprises have increased slightly in three years. It also adjusted the structure, increased the allocation of food and beverage, banking and other industries, and reduced the allocation of medicine, Internet and other industries.

球友@真命天子巴乔: In the face of the current “day trip” and “continuous volatility” market conditions, Brother Kun Kun is already adjusting the lineup and preparing for a defensive counterattack, because no one knows what’s next How will the market go on!

(Risk warning: The opinions mentioned in this article only represent personal opinions, and the subject matter involved is not recommended. Buy and sell accordingly at your own risk.)

Source of this article: Xueqiu, original title: “Gree’s stockholders start to sell Gree air-conditioning! The performance fell in 2017, and the stock price fell back to 2019! However, the number of shareholders has increased by 400,000. Shareholders: All the way to cover up their positions, the hands are shaking! 》

Risk warning and exemption clause

Market risk, the investment need to be cautious. This article does not constitute personal investment advice, nor does it take into account the specific investment objectives, financial situation or needs of individual users. Users should consider whether any opinions, opinions, or conclusions in this article are consistent with their specific conditions. Invest accordingly at your own risk.

You may also like

Leave a Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More

Privacy & Cookies Policy