Home » High-performance increase in shares released in batches, which institutions have rushed to raise which targets-Finance News

High-performance increase in shares released in batches, which institutions have rushed to raise which targets-Finance News

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High-performance shares are released in batches

Author: Wei Zhongyuan

  [ 从单家上市公司持股机构数量来看,目前业绩增速排名居前的20家企业均获得了机构不同程度的增持。Wind数据显示,截至6月30日,持有欣旺达的机构数量高达146家,一季度该数据为49家,单季度持股机构数增长约3倍。 ]

At present, the progress of the A-share semi-annual report disclosure has reached the latter half, and the list of stocks that have surged in performance has been released. With the intensification of market structure differentiation, individual stocks with high semi-annual performance growth and sustainability have become targets for institutions and shareholders.

Wind data shows that as of the close on August 26, a total of 2,540 listed companies in Shanghai and Shenzhen have announced their 2021 semi-annual reports, of which 2,327 companies have achieved profitability. Among the listed companies that achieved profitability in the first half of the year, 1,823 net profits increased year-on-year. The chemical, electronics, mechanical equipment and other industries have become a concentration of high-performance shares, and they are also the main battlefield for institutions to raise funds.

High performance of chemical stocks leads the cycle sector

Specifically, in the first half of the year, there were 70 companies whose net profit increased by more than 10 times, and the number of companies whose net profit doubled year-on-year and below 10 times reached 646.

In terms of individual stocks,Thermal Scene Biology(688068.SH)、Accurate information(300099.SZ)、Jiangsu Thorpe(600756.SH)、Double ring transmission(002472.SZ)、Kehua Holdings(603161.SH), Xinwangda (300207.SZ) and other 6 stocks achieved half-year performance growth of more than one hundred times.

Rejing Bio’s net profit attributable to its parent increased by 743 times year-on-year, temporarily ranking first in performance growth in the two cities. In the first half of the year, the company’s rapid increase in the number of new coronavirus antigen products was the main factor driving the high growth.

The chemical, electronics, mechanical equipment and other industries are the main centers of performance surge. According to statistics from a reporter from China Business News, among the top 100 companies in terms of net profit growth attributable to their parent companies, there are 26 chemical companies, the number one; machinery and equipment and electronics industries have 10 and 9 respectively, ranking second and number one. three.

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Looking further at the 716 companies that have doubled their net profits, chemical stocks still rank first at 112, with 75 and 57 individual stocks in the mechanical equipment and electronics industries, and 54 in biomedicine and non-ferrous metals. . In addition, industries such as automobiles, transportation, and light industry also performed well.

Regarding the later trends of chemical and non-ferrous metals, Ni Quansheng, fund manager of CIIC JP Morgan, told CBN reporters that “cyclical industries such as non-ferrous metals and chemical industries will also have new opportunities in the rise of emerging industries. For example, there will be traditional chemical companies. To produce battery materials for new energy vehicles, traditional non-ferrous companies also engage in new energy metal related industries.”

The performance surge has also attracted the rush of institutions and shareholders. On August 26, after-market data on the Dragon and Tiger rankings showed that the institution appeared on the 26 stocks on the Dragon and Tiger rankings, with a net purchase of 15 and a net sale of 11 stocks.The most bought-in institutional seats areMaanshan Iron & Steel(600808.SH), the net purchase amount is as high as 10574.8 million yuan, and the net sales are moreHaoyuan Pharmaceutical(688131.SH)、Condelet(603987.SH)。

In terms of different industries, the non-ferrous metals, mining and electrical equipment industries have the largest net inflows, and the food and beverage, non-bank financial and pharmaceutical and biological industries have net outflows.

From the perspective of capital flow and scale, the high performance of the stock increase is still the “good heart” of the institution.Aluminum Corporation of China(601600.SH)、Shengxin Lithium Energy(002240.SZ)、COSCO Haite(600428.SH) The scale of net inflows of high-performance equity capital additions ranks among the top.

In terms of net inflow,Shanxi Coking(600740.SH)、Hesheng Silicon Industry(603260.SH)、Huafeng Aluminum(601702.SH) and other stocks have the highest net inflow of funds. The data shows that Shanxi Coking, Hesheng Silicon, and Huafeng Aluminum’s semi-annual net profit growth rates attributable to the parent are 206.16%, 428.26%, and 177.13%, respectively.

Institutions rush to raise high performance shares

In fact, due to the early disclosure of the A-share performance forecast in the interim report, institutions have continued to buy high-performance shares in the past two months.

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From the perspective of the number of institutions holding shares of a single listed company, the top 20 companies currently ranked in terms of performance growth have all obtained institutional holdings to varying degrees. Wind data shows that as of June 30, the number of institutions holding Xinwangda was as high as 146, and the number of institutions in the first quarter was 49. The number of institutions holding shares in a single quarter increased by about three times.

In addition, Aluminum Corporation of China,Yuntianhua(600096.SH)、Binhua(601678.SH)、Huali Technology(301011.SZ)、Xinxiang Chemical Fiber(000949.SZ)’s institutional holdings doubled during the second quarter.

Statistics show that in the last two months of the Dragon and Tiger rankings, institutions have appeared in 578 stocks, of which 341 stocks have been net purchases by institutions. According to the scale of institutional net purchases, 100 stocks were net purchased for more than 100 million yuan.

The top three net purchases of institutions areMount Everest, Tibet(600338.SH)、Huaneng International(600011.SH)、Ganfeng Lithium(002460.SZ), the net institutional capital inflows were 954 million yuan, 636 million yuan, and 611 million yuan respectively. As of the close on August 26, the annual gains of the above three stocks were 297.84%, 20.93%, and 86.42%, respectively.

Specifically, in the past three months on Mount Everest in Tibet, the two major seats of Shanghai Stock Connect and institutions have been on the list 14 times and 12 times respectively. The net purchases of institutions rank first among all seats, and the net purchases of Shanghai Stock Connect are only 4,500. Ten thousand yuan.

In contrast, Ganfeng Lithium’s Longhu List is almost “dominated” by institutional funds and Shenzhen Stock Connect funds. In the past three months, Shenzhen Stock Connect and institutions have net inflows of 622 million yuan and 560 million yuan respectively, and the accumulated purchase amount of Shenzhen Stock Connect has reached 1.9 billion yuan.

AgainOriental Shenghong(000301.SZ) as an example, during the second quarter, the company’s institutional shareholding increased by 23 to 67. As of the close on August 26, the stock rose 210% during the year. In the first half of the year, Oriental Shenghong achieved operating income of 15.691 billion yuan, a year-on-year increase of 65.43%; net profit attributable to the parent company was 1.147 billion yuan, a year-on-year increase of 1720.30%.

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Oriental Shenghong said that the current production capacity, sales volume and product sales unit prices increased, of which the operating income of the chemical fiber business increased by 41.49% over the same period of the previous year.

The reporter noticed that on the 24th, Dongfang Shenghong obtained the agency’s rush to raise the semi-annual report on the 24th. According to data, on August 24, institutional trading was active. The three institutions bought a total of 193 million yuan in net purchases, and one institution sold 30.11 million yuan. Shenzhen Stock Connect bought 289 million yuan and sold 42.13 million yuan.

Regarding the impact of institutional scramble on the performance of individual stocks, a Shanghai private equity fund manager told reporters, “We believe that since July, the major A-share stock indexes have clearly differentiated, and the hot spots have switched at a high speed. All of them were reduced by institutions in the second quarter. Upon closer inspection, you will find that large-scale transactions of institutions occurred during the period when the stock prices of individual stocks changed sharply. In contrast, we find more in the industry sector from the perspective of profit discounting. Possess individual stocks that will continue to grow in the next 1-3 years.”

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Sina’s statement: This news is reprinted from Sina’s cooperative media. The publication of this article on Sina.com for the purpose of transmitting more information does not mean that it agrees with its views or confirms its description. Article content is for reference only and does not constitute investment advice. Investors operate accordingly at their own risk.

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