19 On the morning of the morning of the 19th, A shares fluctuated slightly and adjusted. As of the closing of the morning, Shanghai Composite Index fell 0.51%, the Shenzhen Component Index fell 0.61%, and the ChiNext Index fell 0.09%, and the net outflow of northbound funds was 1.598 billion yuan.
On the market, port shipping, education, sodium ion batteries, energy storage and other sectors are active. Recently, the strong medical device sector has seen a pullback, and most of the stocks in the sector have fallen.
Guomai Technology ushered in 8 consecutive boards
This morning, Guomai Technology ushered in 8 consecutive boards and experienced explosive turnover. As of the closing of the morning, the turnover volume of exceeded 2.5 billion yuan, and the turnover rate exceeded 24%. Guomai Technology's latest total market value is 10.4 billion yuan.
Guomai Technology is a domestic provider of IoT services and solutions. It is committed to the cooperation between industry, academia and research with universities. Relying on its subsidiary Fuzhou Institute of Technology , it promotes the "scientific research feeding back" strategy, and sets the company's high-end scientific research and applied technology innovation platform in the college, including cooperation in talent training, technology research and development, and project implementation. It currently has a number of technical patents in the field of IoT.
Some institutional persons said that the education industry has frequently produced policy dividends recently, and the industry's prosperity is expected to increase rapidly in the short term, and the education informatization project is also expected to be implemented at an accelerated pace.
Xiangxi Securities believes that the Education Information 2.0 era has arrived. With the current basic popularization of hardware equipment, Education Information 2.0 will be guided by the software and service market, and the market is in a period of track seizing. In the future, with the application of technologies such as 5G, AI, VR, AR, and other technologies, education informatization will usher in new growth points.
Ruifeng New Materials hit a new record high
This morning, Ruifeng New Materials rose by more than 16%, and closed up 10.63% in the morning, and its stock price hit a new record high.
Ruifeng New Materials is mainly engaged in the research, development, production and sales of fine chemical series products such as oil additives and carbon-free paper color developers. The company's products are fine chemicals, which can be divided into two categories according to their purpose: lubricating oil additives and carbon-free paper color developer, among which the leading products are lubricating oil additives. The stock has risen from its low point this year to date, with a cumulative increase of and reaching 264%.
Ruifeng New Materials disclosed its third-quarter report on the evening of the 18th. The company achieved operating income of 2.042 billion yuan from January to September 2022, with increasing by 202.19% year-on-year, and net profit attributable to shareholders of listed companies was 364 million yuan, a year-on-year increase of 168.09%, and earnings per share was 2.42 yuan.
Ruifeng New Materials' third quarter report also shows that among the top ten circulating shareholders, there are many institutions. Including the Fuguo Tianhui Selected Growth Mixed Fund managed by star fund manager Zhu Shaoxing , as well as foreign institutions such as Goldman Sachs Group , Goldman Sachs International, and Swiss United Bank Group .
shipping sector rose sharply
This morning, the shipping sector rose significantly, and COSCO Shipping could hit the daily limit.
news, on Tuesday, the Baltic dry bulk freight index, capesized ship freight index, and Panamax type freight index all rose sharply.
Judging from the announcements of the third quarter report expected increase of several leading companies, the industry is in a high prosperity.
China Merchants Nanyou expects that the company will achieve a net profit attributable to shareholders of listed companies of RMB 920 million to RMB 970 million in the first three quarters of 2022, a year-on-year increase of 250.93% to 270.00%; it is expected that the company will achieve a non-net profit attributable to shareholders of listed companies of RMB 899 million to RMB 949 million in the first three quarters of 2022, a year-on-year increase of 261.39% to 281.49%.
China Merchants Steamship expects to achieve a net profit of 3.693 billion yuan to 4.082 billion yuan in the first three quarters of 2022; it is expected that the non-net profit attributable to shareholders of listed companies will increase by 145% to 171% year-on-year.
Caixin Securities stated that the supply and demand gap in the oil transportation sector may reach historical extremes in the future, and oil transportation prices are expected to usher in a prosperous cycle in the future. The prosperity cycle of the oil transportation sector is comparable to that of the prosperity cycle of the collection sector from 2021 to 2022. Therefore, referring to the valuation level of the collection sector, domestic leading oil transportation companies will be given a price-to-earnings ratio valuation of 3-4 times.
(the market picture in the article comes from Wind)
Editor: Song Zhaoqing Zhang Jing
