June is over, A shares have passed half of 2022. Looking back on the past six months, we have experienced a wave of substantial adjustments, but we finally survived. A shares have bottomed out for two months, Shanghai Stock Exchange The index has returned to around 3400 points again, and the GEM index has returned to 2800 points.
There have been many bull stocks in the past six months, some have fallen back, and some still have large gains. This article will analyze the ten stocks with the largest gains in A-shares in the first half of the year. We call them the top ten. Bull stocks, Huitong Group has the largest increase, with A-shares led the way with an increase of 376%, followed by Zhejiang Construction Investment with an increase of 311%, and China Communications Real Estate, which ranked tenth with an increase of 154%. Investors of these top ten bull stocks should have heard of them more or less. At the peak of the rally, the A-shares are the most popular stocks. Let’s analyze the reasons why these top ten bull stocks are rising.
1, the first gainer: Huitong Group rose 376%
Huitong Group is a new stock listed on December 31, 2021. It belongs to the construction field and its main business is . Construction of highway, municipal, and housing construction projects and related building material sales, survey and design, and testing and testing, with a focus on Hebei Province, and deep exploration of business opportunities in the infrastructure construction process of Beijing-Tianjin-Hebei coordinated development and Xiongan New Area . There are two main reasons for the sharp rise in the share price of
. The first is that it is easy to be speculated among sub-new stocks. For example, the issue price is only 1.7 yuan, which is very low. After the listing, the stock price has been rising all the way, reaching a maximum of 16 yuan. It increased by 840%, and now it has fallen back to 9.55 yuan, which is a 40% drop from the high point, but it still has a huge increase compared to the issue price. At the same time, the price-to-earnings ratio of the issuance is only 8.2 times, and the number of shares issued is only 117 million shares. This results in the circulation of and being very small and easy to be speculated.
The second reason is that it belongs to the field of basic construction. The construction field has indeed seen a good market this year. Zhejiang Construction Investment, which ranks second in growth, is also a company in the construction field. There are good opportunities in new urbanization and rural revitalization.
2, the second highest increase: Zhejiang Construction Investment increased by 311%
Zhejiang Construction Investment’s stock price suddenly skyrocketed after the Spring Festival this year, with continuous daily limit. The stock price rose from less than 8 yuan to a maximum of 47 yuan, with a maximum increase of 600%. It was the best at the time. stock. The company's main business is construction, and it is considered a peer of Huitong Group. It was in line with several hot concepts at the time, such as prefabricated buildings, common prosperity demonstration areas, Hangzhou Asian Games, and new urbanization. The current rolling P/E ratio is 31 times.
3, the third highest increase: Jixiang shares increased by 275%
Jixiang shares’ rising trend started after New Year’s Day and continued after several consecutive daily limits. The stock price rose from 6.6 yuan to a maximum of 29 yuan, with a maximum increase of more than 300%. , the stock price is still hovering at a high level. The main business of
company is the production, processing and sales of molybdenum charge. There are two reasons for the sharp rise in stock price. The first is the acquisition of 100% equity of a lithium mine company. In the past two years, new energy has been too popular. The lithium mines in the upstream have become the most popular, and in A-shares, lithium is available all over the world. The second is that small metals are more popular this year. For example, the sharp rise of "Demon Nickel" in April also became a temporary hot spot.
4, fourth place with the highest increase: Zhongtong Bus increased by 274%
Zhongtong Bus’s surge started on May 13, with the stock price rising from 4.3 yuan to 21 yuan. The company’s main business is , focusing on passenger cars and also focusing on parts. Product development, manufacturing and sales. The sharp rise in
's stock price is related to the nucleic acid testing vehicle. At that time, Shanghai was under lockdown and the Northeast region was also suffering from the epidemic. The demand for nucleic acid testing was growing, and there was even talk of normalizing nucleic acid testing. Zhongtong Bus At this time, an order for a nucleic acid testing vehicle happened to be received, and investors were concerned about this. Very sensitive, the stock price kept rising, but the business had little overall impact on the company, but it still couldn't stop investors' enthusiasm, and there was no announcement. Finally, was suspended for verification, and resumed trading. After resumed trading, continued to rise, and had to be suspended again for verification. , is still under trading suspension. You can think about what will happen after the resumption of trading.
5, fifth place with the highest increase: Shanghai Yizhong increased by 259%
Shanghai Yizhong’s stock price has risen since mid-April, from 50 yuan to nearly 200 yuan, and is currently back to 166 yuan. This wave of stock price rise is and Performance-related, the company's main business is the development of innovative drugs and related products. It was a new stock that was only listed in September last year. When it was listed, the company had no revenue and it was all investment.
However, the revenue in the first quarter of this year was 34.34 million, achieving zero breakthrough, deducting non-net profit of 23.12 million, which is a huge breakthrough in terms of revenue. The current market value is 16.8 billion, and the dynamic price-to-earnings ratio is 137 times.
However, in terms of R&D investment, the investment does not seem to be that large. From 2017 to the first quarter of 2022, it was 14.89 million, 13.51 million, 179 million, 17.89 million, 13.24 million and 1.46 million respectively, with a total R&D investment of 240 million. At present, The market value is 16.8 billion. What do you think?
6, the sixth highest increase: ST Shida increased by 255%
The stock price of this stock suddenly skyrocketed from mid-February, with continuous daily limit, rising from 1.29 yuan to 6.86 yuan. The biggest benefit is that has removed its hat from . It turns out that It is "*ST", that is, it is subject to a delisting risk warning. According to this year's strict delisting system , it is lucky to be able to avoid delisting. The company
has suffered continuous losses in the past few years. In 2018, it lost 270 million yuan. In 2019, it suffered a huge loss of 3.1 billion yuan. In 2020, it lost another 590 million yuan. Its net assets have all become negative, so a delisting risk warning will be implemented in 2021. If If there are no accidents, the net assets will continue to be negative in 2021, and it will be delisted this year.
But there are exceptions to everything. The company's bankruptcy and reorganization was successful. Because debt restructuring proceeds were included, the company turned a profit in one fell swoop and its net assets became positive. This benefit directly stimulated the stock price to skyrocket. It can be said to be the joy of "surviving the disaster".
7, the seventh highest increase: Junting Hotel increased by 209%
Junting Hotel was a new stock listed on the GEM in September last year. ’s main business is from It is about the operation and management of high-end select-service hotel chains. In fact, the performance of this stock is not outstanding. Last year, it achieved revenue of 278 million, a year-on-year increase of only 8%, and a net profit of 36.92 million, a year-on-year increase of 5%. However, this year's first Quarterly revenue fell 4% year-on-year, and net profit fell 45% year-on-year.
can be said to have changed its performance after listing. However, due to the epidemic, it was actually not easy to operate in the hotel industry. It was unexpected to be listed on the GEM, and it was listed on the GEM. However, this stock belongs to the small-cap stock among the new stocks. has a very small circulation. At that time, only 20.13 million shares were issued, the issue price was 12 yuan, and the circulation was only 250 million. It was very easy to speculate. Even now it has risen to 63 yuan/share, the circulation is only 1.2 billion.
's current static price-earnings ratio is as high as 230 times. It is not a technology stock . What is the support for such a huge valuation? Once the wave of lifting of the ban comes in the future, the stock price may collapse.
8, the eighth highest increase: Haicheng Group rose by 203%
Haicheng Group’s stock price broke through and rose since May 12, and continued to rise. The stock price rose from 10 yuan to more than 40 yuan, more than three times. This is an enterprise in Hainan. The main business of is automobile passenger transportation, operation of automobile passenger terminals and related automobile sales, maintenance and testing, automobile equipment and fuel sales and other businesses.
's own business is in the sunset, but it acquired 100% equity of a duty-free company, namely Hainan Tourism Investment Duty Free Products Co., Ltd. . Hainan is going to build a free trade zone. Of course, duty-free companies are one of the most profitable businesses. This is the fundamental reason for the sharp rise in Haicheng Group's stock price. What investors value is not the passenger transport business, but the duty-free business.
9, the ninth highest increase: Shanxi Coal International rose 158%
Shanxi Coal International’s stock price has risen steadily since the beginning of the year, without the continuous daily limit of the previous stocks. The company’s main business is coal production, coal trading, coal equipment and services.The core reason for the rise in stock prices is that the performance is so good. Last year, revenue was 48 billion, a year-on-year increase of 36%, and net profit was 4.9 billion, a year-on-year increase of 497%. In the first quarter of this year, revenue increased by 15% year-on-year, and net profit was 1.65 billion, a year-on-year increase. 418%. Even if the stock price rises, the current rolling price-to-earnings ratio is only 6 times and the static price-to-earnings ratio is 7.5 times.
10, the tenth highest increase: CCCC Real Estate increased by 154%
CCCC Real Estate’s stock price started on March 16, and the stock price reached the highest level from 7 yuan. It rose to nearly 32 yuan, up to three or four times. The company is a state-owned real estate development company in Chongqing. The Financial Committee meeting on March 16 gave the market a shot in the arm. A-shares rebounded, and the largest in this wave of rebounds It is the real estate field, and CCCC Real Estate is the leader. However, it is a pity that the real estate sector peaked and fell back in mid-May. The real estate sector gave back almost all of its previous gains. Only China Communications Construction Real Estate, although it has cut in half from its peak, still has more than doubled its share price compared to mid-March.
Summary: Among the top ten stocks in the first half of this year, two are related to construction, one is a real estate company, and the two are upstream and downstream companies. The stock market can always reflect the economy, which may indicate that real estate is about to bottom out. . The remaining seven stocks rose for different reasons. Shanghai Yizhong and Shanxi Coal International were due to the surge in performance, but the industries were completely different. Jixiang shares were due to the acquisition of lithium mining companies, and Zhongtong Bus was due to nucleic acid testing. Cars are related to the epidemic, HIC Group is related to tax exemption, and ST Shida is lucky to be out of business because of its successful bankruptcy and reorganization. Junting Hotel has no performance support, but as a sub-new stock with a small circulation, it is easy to be speculated.
There are lucky investors who may have entered during the rising stage of these stocks, so the harvest should be good. If unfortunately they entered when the stocks peaked, then it is inevitable to stand guard at a high position.
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