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The Shanghai stock index has been in a state of shock consolidation since August 28, and the trend of A-shares in the market has attracted investors' attention. Analysts believe that the increase in shareholding of important shareholders shows their recognition of the value of the company, which often has a positive effect on the hot spot in the market. Statistics show that since August 28, 206 major shareholders have increased their shares in the secondary market. The number of shares held is 1.085 billion shares, and the reference market value is 14.2 billion yuan. Today, this article analyzes and interprets the above stocks from the perspectives of market performance, institutional rating and industry characteristics for investors' reference.
More than 60% of stocks outperformed the broader market
Since August 28th, the overall market has been oscillated between 3,350 and 3,400 points, and some important shareholders have increased their holdings of listed company stocks by market shocks, which has brought positive stimulus to these stock prices. According to statistics, the Securities Research Center of the Securities Daily found that important shareholders such as companies, executives, actual controllers and individuals with large shareholdings have accumulated a total of 206 company stocks since August 28, and the changes involve The funds were 14.164 billion yuan.
Looking further, the 21 major stockholders have the highest net increase in holdings since August 28, all of which are above 200 million yuan. The net holdings of the two major stockholders of Kangdexin and Yufu are stable in the top two. More than 1 billion yuan, respectively, 1.067 billion yuan, 1.015 billion yuan, CLP Guangtong (849 million yuan), Aijian Group (625 million yuan), Highly shares (567 million yuan), Liard (506 million) Yuan), Hongdou shares (432 million yuan), Yuetai shares (385 million yuan), Bikang shares (345 million yuan) and Dongxu blue sky (312 million yuan) and other eight major stocks during the period of significant shareholder increase in net holdings In the more than 300 million yuan, the remaining stocks with a net increase of more than 200 million yuan are: Yu Diamond, Xinhao, Xinyangfeng, Jianyan Group, Longyuan Construction, Meike Home, Three Gorges Water Conservancy, Net Technology, Weihua, Dr. Peng, Optoelectronics.
From the market performance of the above-mentioned 206 stocks since August 28, among the current 199 listed stocks, the stock price performance of 129 stocks outperformed the same period (the Shanghai Composite Index rose 1.22% in the same period), accounting for 64.82%. In addition to Zhonghuan Environmental Protection, Guoke Micro, Puli Pharmaceuticals, Huada Gene, etc., the number of new shares listed this year has achieved significant gains, Pengxin Resources (37.80%), Dream Boat (32.92%), Jinlong Automobile (28.96%) Dr. Peng (25.35%), Huilong (24.62%), Tibet Tourism (22.73%), Sanmao God (22.21%), and Xueyu Biological (20.61%) all gained more than 20% during the period.
For Dr. Peng, a major shareholder with a net increase in holdings and outstanding market performance, Guosen Securities said that the company as a private broadband operator with both value and growth should enjoy a higher premium space than the state-owned broadband operators. The rate will gradually increase and the performance will be steadily supported, maintaining a “buy” rating.
Institutions are optimistic about 16 stocks
While important shareholders are optimistic about the value of holding stocks, some of them are also favored by brokerage institutions. Among the above 206 stocks, 98 stocks were given a “buy” or “overweight” rating in the past 30 days. Among them, 16 stocks were optimistic about the number of rated households in 5 or more in the past 30 days. Specifically, *ST Hualing, Jack shares in the past 30 days, the number of optimistic ratings are 11, tied for first, Hualu Hengsheng (9), Nandu Power (9), Wen's shares (8 ), Tao Li bread (7), Chenming Paper (7) and Midea Group (7) and other 6 stocks in the past 30 days, the number of institutions is optimistic about 7 or more. The remaining institutions are optimistic about the number of 8 stocks with 5 or more ratings: Zhengbang Technology, Three Gorges Water Conservancy, Lu'an Huaneng, Liard, Hikvision, Xinyangfeng, Tenbon International and Changying Precision.
Further, among the 98 stocks, 46 individual stocks gave forecast target prices, including Shengtong (79.51%), Xueyu (65.60%), Hualu Hengsheng (56.86%), and Nandu Power (55.04%). ), Lingnan Garden (41.27%), Henan Diamond (40.17%), Xinyangfeng (39.58%), Tianshun Wind Energy (39.53%), Chenming Paper (39.31%) and Yanyin High-Tech (38.79%) The target gains are in the top ten, and the market has a higher rising potential.
It is worth mentioning that the above-mentioned institutions are optimistic about the overall performance of the 98 stocks in the three quarterly reports, which will become another driving force for the stock price of these stocks. As of yesterday's close, a total of 76 stocks disclosed the results of the third quarter report, of which 59 stocks were expected to be happy. The net profit of Sanonda A is expected to increase by 8539.02%, ranking first. Chaohua Technology expects the net profit of the third quarter to increase year-on-year. 907.34%, ranking second, in addition to Xueyan Biological, Hegang, Jinzhou Pipeline, Waihai, Shengtong, Mei Nian Health, Liard, Nanda Optoelectronics, Lingnan Garden, Youfu and Oriental Ocean It is expected that the net profit of the third quarter report will also increase by more than 100%.
For the agency to predict the target increase, the third quarter report performance forecast is eye-catching Xueyan, Xingye Securities said that the company is the leading mushroom industry, the explosive growth of production capacity, is expected to fully benefit from the industry to accelerate the reshuffle. It is estimated that the company's net profit for 2017-2019 will be: 210 million yuan, 410 million yuan, and 460 million yuan respectively, giving a "buy" rating.
Focus on increasing the four industries of agriculture, forestry, animal husbandry and fishery
The industry characteristics of important shareholder holdings of individual stocks provide an important reference for investors to find the next market outlet. According to statistics, the Securities Daily reporter found that since August 28, 206 stocks of major shareholders have been mainly concentrated in the four major industries of agriculture, forestry, animal husbandry and fishery, leisure services, household appliances, and light industry manufacturing. The net increase in the number of stocks accounted for more than 10% of the total number of constituent stocks in the industry, namely: 15.91%, 12.12%, 11.67% and 10.57%.
In the agriculture, forestry, animal husbandry and fishery industry, 14 stocks have been netly increased by important shareholders since August 28. Among them, Shennong Gene (13,210,400 yuan), Yanyin High Science (1,148,300 yuan), Xueying Biological (88,880,800 yuan), and days State-owned shares (86.624 million yuan), Zhengbang Technology (791.33 million yuan), Wen's shares (686.66 million yuan) and other major shareholders during the period of net increase in holdings, the highest in the amount of more than 60 million yuan. For the market opportunity of this sector, CITIC Securities said that after entering the fourth quarter, the agricultural policy will enter a period of intensive release, the theme of the agricultural sector will heat up, and 2017 will be no exception, sorting out the relevant agricultural policy promotion and pilot situation, the land Policies related to circulation and land reclamation are expected to continue to advance and related topics will continue to be active.
For important shareholders to get together, and frequently ranked in the forefront of the home appliance sector, Guotai Junan Securities said that it continues to be optimistic about the valuation of the end of the year, recommending to increase the holdings of the home appliance sector, highlighting the leading edge of competitive advantage: Qingdao Haier, Midea Group, Gree Electric Appliances, Boss Electric Appliances, Hisense Electric Appliances, Sanhua Zhikong, etc., continue to be optimistic about the long-term growth of small household appliances, recommend Feike Electric, Supor, Xinbao, and Lake Electric.
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