Good evening, friends, my name is Nan. The official account, Moss, welcome to pay attention to ~
inscription: This morning, the abbreviation was changed from Keming Noodle Industry to Keming Food. The performance dropped sharply, but still did not escape the falling limit, the end of "turning off the lights and eating noodles". The main reason is that on the evening of the 14th, Keming Noodle Industry released the 2021 semi-annual performance forecast. It disclosed that net profit in the first half of the year was expected to drop by 74.39% to 82.93%. About 38 million yuan to 57 million yuan, compared with 222,576,100 yuan last year, the profit fell sharply. Compared with the performance forecast for the same period last year, the profit difference is obvious. Even compared with 104.0756 million in 2019, the profit is less than half.
The official explanation for this profit drop is that the profit rose sharply last year due to the impact of the epidemic, and this year it will return to normal. Secondly, the industry has increased the price competition brought about by the release of production capacity and increased investment in brand fees and live broadcast fees to promote brand building.
The latest data shows that the number of shareholders of Keming Foods is 42,500. Brother Nan reminds everyone to pay attention to the risk of this kind of performance thunderstorm recently. For Keming's performance, most netizens think that it will continue to fall, possibly to around 10 yuan. They criticize the company for only bringing goods through live broadcast, saying that changing its name will not change it. The fate of falling limit. There are also conspiracy theories that there will be big moves in the future, and now is a good time to open positions.
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closed, the broader market closed up 1.02 points to close at 3564 points in the Yang line, the ChiNext closed up 1.40 points to close at 3537 points in the Yang line, but Stocks in the two cities are still seriously differentiated, rising more or falling less! Among them, there are 1478 red disks and 2880 green disks. In terms of sectors, steel, tobacco concepts, titanium metal , polysilicon , and rare earths were among the top gainers, while East Asia free trade, sand control, culture, education, and leisure, warehousing and logistics, etc. declined.
Today is a very different market. There are still some stocks that have risen sharply, and stocks that have fallen sharply have increased significantly. It is estimated that short-term risks will be released. Tomorrow, the index tends to rise and fall. In terms of strategy, institutional stocks will rise and sell higher. should pay due attention to the defense of small-cap growth stocks.
Technically, whether it is the Growth Enterprise Market or the main board, today is both positive and negative, indicating that the market adjustment has come to an end, and in the later stage, the market will mainly attack around 3600 points. , Therefore, there will be a callback in the market theme stocks tomorrow, but after the storm, there will be a rainbow, and the theme stocks are expected to start again next week.
The market has continuously maintained a trading volume of more than one trillion, which is a positive signal for the market. After the institutional heavy holding of stocks, funds must find a new place. In our country, funds are generally the two major places of real estate and the stock market. At present, the real estate has not been effectively loosened, and the funds will not leave the market in a short time. , can only hype back and forth in the stock market.
Of course, if the authorities loosen the restrictions on real estate, or there is a clear signal of support for real estate, funds will flow out of the stock market at that time. In a short period of time, funds will still be hyped in the stock market, combined with the warmth released by the authorities yesterday. In terms of the
sector, the chemical fiber and chemical sectors also continued to strengthen. Under the continuous adjustment of winemaking, it is also rising today. Whether the adjustment is over depends on whether it can continue to increase the volume in the future. After a sharp rebound in warehousing and logistics yesterday, it has pulled back sharply today, and it is still oscillating repeatedly to determine the bottom. Culture, education and leisure, transportation services, hotel and catering, papermaking, and commercial chain sectors continued to weaken. The strong stay strong, pay more attention to the cyclical sector, and pay attention to the financial sector when the cyclical sector has risen almost.In the operation of
, currently 80% of our positions have not been moved, and the position structure is reasonable. Today, it has rebounded a lot, and there is not much room for the market index to go down. It should be noted that the positions should be adjusted appropriately in a timely manner, and more efforts should be made in the position configuration. Next The strategy is very simple, continues to maintain the 4+4 position strategy here, and the general direction of remains unchanged.
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【Disclaimer】The investment strategies and varieties involved in this article are only for sorting out case sharing and learning exchanges, without making any profit promises, you must Make investment decisions independently and at your own risk. Investment is risky, be cautious when entering the market!
