China's A-shares are becoming a market with global influence, and their huge market value ranks among the forefront of the world, which also reflects the highest level of Chinese companies and enterprises. As a major economic province in China, a certain number of listed companies have emerged. They not only promoted the development of Shandong's economy, but also brought a large number of employment opportunities and fiscal revenue to Shandong.
Listed companies are representatives of outstanding enterprises in the region and the industry. They play an important role in promoting the economic development of a region and are models, role models and leaders in the development of regional enterprises. The number of regional listed companies is also an important manifestation of regional economic vitality, business environment, and economic development potential.
When Shandong is gathering the efforts of the whole province to promote the transformation of new and old kinetic energy, "Lu Stock Observation" will analyze the current situation of listed companies in various cities in Shandong from multiple angles such as the market value status, regional distribution, industry sectors, and policy support of Shandong listed companies, benchmark the development paths of listed companies such as Guangdong, Jiangsu, Zhejiang and Shanghai, and combine domestic and foreign think tank policy research to put forward countermeasures and suggestions for listed companies in Shandong.
"Lu Stock Observation" focuses on the dynamics of 200 listed companies in Shandong every day and spreads the positive energy of listed companies in Shandong. From stock trend observation, hot spot analysis, to professional securities research report reviews, we can understand the internal factors of the daily rise and fall of Shandong stocks, look at the major hot spots facing Shandong listed companies, and show the capital value and social value of Shandong listed companies.
Today's " increase king": Klaus (600579)
Klaus Mafi Co., Ltd. is a subsidiary of China Chemical Group Corporation . It was originally named Qingdao Huanghai Rubber Co., Ltd. (hereinafter referred to as Huanghai Co., Ltd.). On December 10, 2013, the name of Huanghai Co., Ltd. was approved by Qingdao Municipal Administration for Industry and Commerce to be renamed Qingdao Tianhuayuan Chemical Engineering Co., Ltd.
KlausMaffei Co., Ltd. includes KlausMaffei Group, Tianhua Chemical Machinery and Automation Research and Design Institute Co., Ltd., and Fujian Tianhua Intelligent Equipment Co., Ltd.
KlausMaffei Co., Ltd. combines cutting-edge technology and a comprehensive range of professional technology technologies from Germany including product design, development, manufacturing, sales and services, aiming to become the world's leading provider of smart devices and solutions.
htmlOn January 18, Klaus issued an announcement on expected loss of performance, which showed that the company's performance in 2019 is expected to lose 172 million yuan to 210 million yuan. Compared with the same period last year, net profit fell by 190% to 210%. After deducting non-recurring gains and losses, the company's performance is expected to lose 56 million to 94 million yuan.Today's Shandong stock performance: 142 stocks in Shandong rose, Qingdao Kraus and other 4 stocks hit the daily limit led Shandong
January 20, 142 stocks in Shanghai and Shenzhen stocks in Shandong Province rose, 58 fell, and 9 were the same as the closing price of the previous trading day; there were 4 stocks with a total market value of over 100 billion, including 00309 (600309), Haier Smart Home (600690), Weichai Power (000338), Shandong Gold (600547), and 3 stocks with a total of 50 billion to 100 billion, namely Goertek (002241), Qingdao Beer (600600), and Yanzhou Coal (600188).
As of the closing, the highest stock price was Huaxi Bio (688363), closing at 92.4 yuan; the lowest was Shandong Iron and Steel (600022), closing at 1.39 yuan.
Key index (indicators) of Shandong listed companies performed as follows:
1. top gains: Krauss (600579) rose 10.08%, closing at 6.66 yuan per share;
2. top drops: Gome Communications (600898) rose -9.59%, closing at 6.79 yuan per share;
3. stocks have the highest stock price: Huaxi Biologics (688363), closing at 92.4 yuan per share today;
4. total market value first: 0,00309) ranked first in the market value list with 171.2 billion yuan;
5. circulating market value first: Haier Smart Home (600690) ranked first in the circulating market value list with 122.6 billion yuan;
6. Shandong stocks have excellent performance: Klaus (600579) rose 10.08%, closing at 6.66 yuan per share, ranking 9th on the Shanghai and Shenzhen main board increase list.
Shandong Prefecture Shandong Stock Observation:
The top three listed companies in Shandong Province are Yantai City (39 companies), Qingdao City ( 39 companies) and Jinan City (29 companies). Specifically for these three cities:
Yantai City's top gains: Zhongji Xuchuang (300308)'s share price is 56.32 yuan, an increase of 6.26%, with a total market value of 40.2 billion yuan;
Yantai City's top declines: Ruichuang Micronano (688002)'s share price is 48.34 yuan, an increase of -5.22%, with a total market value of 21.5 billion yuan.
Qingdao City's top gains: Klaus (600579)'s share price is 6.66 yuan, an increase of 10.08%, with a total market value of 5.88 billion yuan;
Qingdao City's top loss: Hailian Jinhui (002537)'s share price is 7.22 yuan, an increase of -2.43%, with a total market value of 8.98 billion yuan.
Jinan City's top gains: Inspur Information (000977), the stock price is 35.17 yuan, an increase of 4.99%, and the total market value is 45.3 billion yuan.
Jinan's top decline list: Gome Communications (600898), stock price 6.79 yuan, an increase of -9.59%, and a total market value of 1.71 billion yuan.
Shandong listed companies hotspots: Dong'e Ejiao The highest expected loss in 2019 is 460 million yuan; Zhenghai Bio: It is expected to have a net profit of 103 million yuan to 112 million yuan in 2019
1. [Performance expected increase] Zhenghai Bio: It is expected to have a net profit of 103 million yuan to 112 million yuan in 2019
Yesterday, the performance forecast released by Zhenghai Bio (300653.SZ) showed that the net profit of 103 million yuan to 112 million yuan in 2019, an increase of 20%-30% over the same period last year.
Zhenghai Bio said that during the reporting period, the company's sales revenue and net profit attributable to shareholders of listed companies both maintained year-on-year increase, and it is expected that the contribution of non-recurring gains and losses to net profit attributable to shareholders of listed companies will be 3.2128 million yuan.
2. [Performance expected increase] Qing Rural Commercial Bank: revenue increased by 17.02% in 2019, and net profit increased by 16.78%
Qing Rural Commercial Bank (002958) released its performance report on the evening of January 19. The company's operating income in 2019 was 8.732 billion yuan, a year-on-year increase of 17.02%; net profit was 2.825 billion yuan, a year-on-year increase of 16.78%.
The stock belongs to the banking industry. There are 11 companies in the same industry that have announced their performance reports, and their net profits have all increased. The top growth include Changshu Bank, Chengdu Bank, Qing Rural Commercial Bank, etc., with year-on-year growth of 20.66%, 19.40%, and 16.78%.
3. [Performance Expected Loss] Donge Ejiao The highest expected loss in 2019 is 460 million
htmlOn the afternoon of January 19, Donge Ejiao released the "2019 Annual Performance Forecast", the announcement showed that Donge Ejiao is expected to lose 334 million to 459 million 2019 net profit in 2019. The reason is not only continued the company's 2019 semi-annual report, that is, the reason is particularly mentioned that it is affected by factors such as the overall macro environment and the gradual decline in market expectations for value return.. Qin Yufeng, the company's president who has always advocated "return to value" for many years, also officially announced the "retirement at the age of age" on the afternoon of January 19, and the successor is the company's vice president Gao Dengfeng.
4. [Performance expected increase] Triangular tire: Net profit in 2019 is expected to increase by 76% year-on-year
Triangular tire (601163) disclosed an announcement of expected increase in performance on the afternoon of January 19. According to preliminary estimates by the financial department, it is expected that the net profit attributable to shareholders of listed companies in 2019 will be about 850 million yuan, an increase of about 76% year-on-year; the net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses will be about 710 million yuan, an increase of about 78% year-on-year.
The main reason for the company's performance growth is the growth of its main business revenue.
5. [New Business Launch] Qingdao Port officially launched the first bonded crude oil mixing and mixing business in the country
htmlOn January 19, under the supervision of Dongjiakou Customs Officer under Qingdao Customs Supervision, Shandong Port Qingdao Port carried out bonded crude oil mixing and mixing. The first crude oil participating in the mixing comes from Congo and Angola, respectively, and was unloaded under customs supervision under customs supervision in the end of December last year and early January this year. This move marks the official launch of the first bonded crude oil mixing and mixing business in the country, and also marks the official implementation of the first oil product policy project in the Qingdao area of the Shandong Free Trade Zone.Securities Observation: Jiajiayue’s internal and external expansion promotes national layout; Huaxi Bio’s diversified layout, with excellent prospects for hyaluronic acid leader
[Computer] Jiajiayue (603708): Jiadong Fresh Supermarket Leader, Jiajiayue (603708): Jiaodong Fresh Supermarket Leader, internal and external expansion promotes national layout
The company has now established strong competitive barriers in the entire fresh food business industry chain, combined with mature private brand operation experience, profitability and core competitiveness have steadily improved. As the company accelerates store expansion and mergers and acquisitions to promote national layout, it is expected to further open up space for growth. We expect the company's net profit attributable to shareholders from 2019 to 2021 to be RMB 500/579/676 million, corresponding to EPS of RMB 0.82/0.95/1.11 yuan, and the current stock price corresponds to PE of RMB 30/26/22 times. For the first time, a "buy" rating is given.
(Read original text) http://pdf.dfcfw.com/pdf/H3_AP202001201374352083_1.pdf
l Fresh food is an important category for supermarkets to resist online impact, and the supply chain is the key to the success or failure of fresh food operations;
l The company has strong operating capabilities in fresh food categories and own brands, and the expansion inside and outside the province has opened up a national layout;
[Pharmaceutical Industry] Huaxi Biology (688363): Diversified layout, excellent prospects for hyaluronic acid
l It is expected that the company will earn from 19/20/21 respectively It is RMB 1.812/2.302/2.879 billion, net profit attributable to shareholders is RMB 581/728/889 million, and EPS is RMB 1.21/1.52/1.85. The company is the global leader in hyaluronic acid raw materials, and terminal medical beauty products and skin care products are in a rapid growth stage. Combined with the average PE of 73 times of the 20-year PE of the three comparable companies, the corresponding target price is RMB 111, and it covers for the first time and is given a "buy" rating.
(Read original text) http://pdf.dfcfw.com/pdf/H3_AP202001181374325156_1.PDF
l The world's leading hyaluronic acid raw materials and the entire industrial chain layout, profits have grown rapidly;
l Deeply cultivated the hyaluronic acid raw materials industry, and raw materials of all levels have maintained steady growth;
l Medical beauty and skin care terminal products have built strong growth driving force.
[Software Service] Zhongfu Information (300659) 2019 Performance Forecast Comment: Performance exceeded expectations, Xinchuang took the lead in bringing revenue and profit elasticity
The company released its 2019 performance forecast, and in 2019, the net profit attributable to shareholders of listed companies was 108 million yuan to 120 million yuan, a year-on-year increase of 154.51%-182.78%.
(Read original text) http://pdf.dfcfw.com/pdf/H3_AP202001191374327683_1.pdf
l Innovative Innovation Business takes the lead in bringing revenue elasticity, and performance growth exceeds expectations;
l Raising funds to expand product lines and market promotion capabilities;
Today's Shandong stock summary: 142 stocks rose in Shandong, Klaus, Lu Anti-pharmaceutical , Jinling Mining , Wohua Pharmaceutical 4 stocks hit the daily limit
January 20, the three major A-share indexes strengthened collectively today, among which the ChiNext Index rose about 2.5%, setting a three-year high since January 2017, and continued to approach the 2,000-point mark. The two markets had a total turnover of 679.1 billion yuan, most industry sectors closed higher, the pharmaceutical sector rose sharply, and many stocks in the sector hit the daily limit.
Affected by the market, 142 stocks in Shanghai and Shenzhen stocks in Shandong Province rose today, 58 fell, and 9 were the same as the closing price of the previous trading day; among them, Klaus (600579) rose 10.08%, closing at 6.66 yuan per share, ranking 9th in the Shanghai and Shenzhen main board growth list; 3 stocks Lu Kang Pharmaceutical (600789), Jinling Mining (000655), and Wohua Pharmaceutical (002107) also hit the daily limit.
LuStock Observation will continue to analyze the current situation of listed companies in various cities in Shandong from multiple angles such as market value status, regional distribution, industry sectors, and policy support, and continuously focus on the stock trends of listed companies in Shandong, providing valuable reference and reference for the development of listed companies in the province, and continuously serve Shandong listed companies.
