How will A-share perform in the first two months of 2022? Judging from the index, the market is not good. Shanghai Composite Index fell by 4.6%, Shenzhen Component Index fell by 9.6%, GEM Index fell by 13%, and the indexes are all falling.
From the perspective of stocks , there are still many stocks that have gone out of independent market. This article selects the ten stocks with the largest increase in A-shares from January to February 2022 ( excludes stocks listed in 2022 ), and analyzes them. The reason for the increase is the industry sector to which it belongs.
The largest increase was Huitong Group, which rose 311%, followed by Haichen Pharmaceutical, which rose 255%. The tenth largest increase was Hengbao Co., Ltd. , which rose 90%.
1, No. 1 gainer in January-February 2022: Huitong Group rose 311%
Huitong Group was the second-newest stock listed on December 31, 2021. After listing, it hit the daily limit for 17 consecutive times, with the largest increase reaching 840%, and the stock price reached the highest 22 daily limits were harvested before the point.
Huitong Group is a representative of new stocks that are speculated. New stocks that are easy to be speculated generally have the following three characteristics: first, the absolute value of the issue price is low; second, the issue price-to-earnings ratio is low; third, the number of shares issued is low. The combination of these three factors means that the circulation plate is small and the amount per lot is small.
Huitong Group happens to have these three characteristics, and they are very consistent. The listing price is only 1.7 yuan/share. The absolute value of this stock price is very low; the listing issuance rate is only 8.2 times, and the valuation is also low; the number of shares issued is 117 million shares, calculated based on the issuance stock price, its initial circulation price is 200 million. Even now, the market value of the circulating market is only 1.2 billion.
has the above three characteristics, which means it has good hype value. If it is in the current popular concept sector, it will be even more powerful. The "architectural decoration" industry has performed well throughout 2021. Huitong Group, as a latecomer, has "compensatory increase" demand.
2, the second highest increase in January-February 2022: Haichen Pharmaceutical rose 255%
Haichen Pharmaceutical’s stock price rose 255% in the first two months of this year. The company’s industry field belongs to the chemical pharmaceutical industry, and its main business is R&D, production and sales of chemical preparations, APIs and intermediates.
’s stock price rose twice this year because of the concept of Helicobacter pylori and COVID-19 treatment. The first wave of rise was due to the concept of Helicobacter pylori treatment. The company’s product “Esomeprazole Sodium for Injection” passed the generic drug consistency evaluation. This medicine is used to treat gastric ulcer caused by Helicobacter pylori.
The second wave of rise is due to the concept of new crown treatment, and the holding subsidiary has obtained project registration. The project is the construction project of anti-new crown drug nematvir API and its key intermediates. Another good thing is that the company's performance is expected to increase, with net profit increasing by 422%-441% year-on-year in 2021.
3, the third highest increase in January-February 2022: Jixiang Shares rose 224%
Jixiang Shares’ share price rose 224% from January to February, mainly because it involved the concept of small metals and lithium batteries. In January, the company An announcement was made on the 7th that it would acquire 100% equity of Hunan Yongshan Lithium Co., Ltd. with 480 million in cash. This is a lithium battery materials manufacturer. A-shares in 2021 will go sideways if they have "lithium".
Another one is that the company's main business is the production, processing and sales of molybdenum charge, which belongs to the small metal field in the non-ferrous metal industry. The concept of small metals has surged in February, so Jixiang shares The sharp rise in the past two months was caused by the concept of lithium batteries and small metals.
4, the fourth highest increase in January-February 2022: Zhejiang Construction Investment increased by 182%
Zhejiang Construction Investment’s stock price rose in February and gained 10 daily limits, mainly because it involves two concepts, one is " prefabricated building ", the second is a common prosperity demonstration area. The company is one of the first batch of prefabricated construction industry bases in the country, and the "14th Five-Year Plan" construction industry development plan proposes to vigorously develop prefabricated buildings.Zhejiang Province is China's demonstration area for building common prosperity. In the construction of the Zhejiang Province high-quality development construction of common prosperity demonstration area, the company has offices in Wenzhou City, Jinhua City , Quzhou City , Jiaxing City , etc. There are winning bids in all regions.
5, fifth place in gain in January-February 2022: Yimikang rose 140%
Yimikang’s stock price rose sharply due to the “East and West” project. The company’s main business is digital physics such as cloud computing and data centers. Provide basic solutions and services throughout the entire life cycle. There are concepts such as cloud computing, big data, and data centers.
Since the “East and West” project was proposed this year, it is estimated that the annual related investment will be 400 billion. This is a good thing for the industry, and it also brings opportunities and challenges to Yimikang.
6, the sixth highest increase in January-February 2022: Cuiwei shares rose 137%
Cuiwei shares rose 137% in the first two months, and its stock price has continued to rise since New Year's Day, with the stock price rising from 8.15 yuan to a maximum of 30.5 yuan yuan/share, with a maximum increase of more than 250%. The reason for the rise in
's stock price is mainly related to concepts such as digital currency , Winter Olympics , etc. Cuiwei Co., Ltd. is a Beijing state-owned enterprise. It was originally a retail company, but it is also the manufacturer of the Winter Olympics mascot "Bingdundun'er". The company also has digital currency-related capabilities, and the Winter Olympics was originally one of the pilots for digital currency application scenarios. With the support of these two concepts, the stock price has soared.
7, the seventh highest increase in January-February 2022: Ningbo Construction Engineering increased by 99%
Ningbo Construction Engineering’s recent surge in stock prices mainly involves these concepts: prefabricated construction, Hangzhou Asian Games , east to west The concept of arithmetic and so on.
Pulikai of Ningbo Construction Engineering Holdings is one of the first batch of "prefabricated construction industry bases" of the Ministry of Housing and Urban-Rural Development. Prefabricated construction is a key construction method promoted in the 14th Five-Year Plan.
The Hangzhou Asian Games will be held in September this year. The main venue is Hangzhou, followed by Ningbo . This concept sector has been rising for some time.
As for the concept of counting in the east and counting in the west, the company acquired part of the shares of China Economic Cloud Data Storage Technology (Beijing) Co., Ltd., whose main business is data center operations.
8, the eighth highest increase in January-February 2022: Zhizhen Technology increased by 98%
Zhizhen Technology’s recent surge in stock prices is also related to the concept of “numbering in the east and counting in the west”. The company’s field is software development, and is mainly engaged in The business is software development, technical services, system integration and third-party software and hardware sales in the field of information and communication technology (ICT) operation management. company's IDC operation management platform is a comprehensive solution for energy management for large-scale IT equipment in data centers. Have a data center concept.
9, the ninth highest increase in January-February 2022: Meiliyun rose by 92%
Meiliyun’s main business is papermaking, but it has also developed data center business, cloud computing business, and photovoltaic power generation business. Its stock price has risen recently. It is related to the concept of "numbering in the east and calculating in the west".
10, No. 10 gainer from January to February 2022: Hengbao shares rose by 90%
Hengbao shares’ recent surge in stock price is mainly due to performance forecasts and digital currency. The company’s expected net profit in 2021 will reach 45 million-67.5 million. Year-on-year growth is expected to be 2509% - 3814%.
In terms of digital currency, the company has carried out a series of layouts and technology and product reserves around digital renminbi products and solutions, and actively cooperated with customers to carry out pilot scenario construction, achieving scenario implementation and small-scale supply. However, since the digital renminbi is still in the pilot stage, the company only generates a small amount of business income related to the digital renminbi and has not yet formed a scale, which has a small impact on the company's performance.
Summary: The top ten stocks with the highest gains in the first two months of 2022 are mainly related to concepts such as east and west, prefabricated construction, and new crown treatment. These three concepts have also been the most popular concept sectors in the past two months.
