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Original title: Fear of “walking on thunder”? 222 companies have enough resilience in the first quarter, and the social security fund appeared in these 59 double-growth stocks! (Schedule)
Source: Securities Daily, the most expensive line in the stock market.
There will be 4 more days of trading and the market will close in April.
Typically, according to regulations, the company’s 2019 publicly traded annual report and this year’s quarterly report will be released in late April. Of course, this year’s situation is special, and some companies may request late disclosure of annual reports. Analysts said that in the first quarter of this year, the occurrence of the epidemic has become an important factor affecting the performance of listed companies.
In this case, which companies and industries have the highest resistance to performance?
Reporter based on “Securities Daily”Straight flushStatistics found that as of April 26, a total of 866 publicly listed companies in Shanghai and Shenzhen have released their first quarterly reports for 2020. It is worth noting that 222 companies have achieved year-over-year growth in net profits and revenue operating in the first quarter of this year. Among them, the net profit of 153 companies and operating income increased by more than double digits year-on-year, which represents almost 70%.
From a net profit perspective, among the 222 dual growth stocks mentioned above, 68 stocks had net profit growth of more than 100% in the first quarter of the first quarter.Xin Jingang,Advanced data communication,Tebao Bio,ST Southwind,Huayou Cobalt,DabeinongANDJingyan technologyThe first quarter net profit of seven companies and other companies increased more than 10 times year-over-year. From the perspective of operating income,Shahe Shares,Santai Holdings,Master Bio,CNC,Terga,Kingtop,Senyuan,ST Nanhua,Northern actionsANDGolden hamFor 10 companies, operating income in the first quarter of this year increased by more than 100% year-on-year.
In terms of industry, the 222 double-growth companies mentioned above are mainly grouped in the pharmaceutical and biological, electronic, mechanical equipment, chemical and computer industries, with 33, 27, 21, 20 and 15 companies respectively. As of this calculation, there are a total of 42 companies in the electronics and computer industry dominated by technology. It can be seen that pharmaceutical stocks and technology stocks continue to be the focus of growth in stocks of white horses.
Anxin Securities stated in its research report on the performance of its first quarterly report that “danger” and “opportunity” coexist when the situation is affected. From the performance of the first quarterly report, in the field of scientific and technological growth that benefits directly from the epidemic, the field of medicine is more obvious and the cloud economy is also reflected.
Yang Delong, chief economist at the Qianhai Open Source Fund, said in an interview with a “Securities Daily” reporter that after the early adjustment of tech stocks, short-term bottom signs are more evident. The country’s determination to develop science and technology will not change. It is recommended that everyone pay attention to the three main directions of consumption, brokerage and technology, because consumption growth is stable and performance is excellent. As you can see, last weekGuizhou MaotaiThe stock price hit a record, which is the best test.
The effect of the beautiful return on the stock price is the key point for investors to participate in the market. It is also like the saying “Hengqiang is strong”. The double-growth stocks mentioned above not only showed performance resistance, but their share prices also performed well. Statistics found that since April, with market turmoil, the Shanghai Composite Index has accumulated a cumulative increase of 2.12% during the month. Among the previous 222 double-growth stocks, 158 stocks outperformed the Shanghai Stock Exchange Index over the same period, accounting for 71.17%. Among them, Shuoshi Biology ranked first with a cumulative monthly increase of 92.4%. Followed byAnji Technology,Kingsoft,Medici,Rip Bio,Huitianxincai,* ST Huayuan,Milkwe,Beida PharmaceuticalANDTwin Tower FoodFor individual stocks, the cumulative increase for the month exceeded 30%. What is most noteworthy is that, when the market fell on Friday, Master Bio, Medici, Milkwei,Jiajiayue,Qianhe WeiyeANDNew TaishoThe share prices of 6 shares reached a record high (excluding new shares listed in the last month).
In this regard, Qin Hong, an analyst at Jin Bailin Consulting, told the Securities Daily reporter that currently, the outstanding performance and performance of the stock price have allowed more market participants to recognize the growth potential of China’s domestic demand. This is actually the logic of China’s current economic resilience and the resilience of the stock market. As increasing evidence shows that the investment, export and consumption structure, which is the troika of economic growth in China, is undergoing positive changes, and the proportion of consumption is increasing rapidly. It has become a powerful engine of economic growth in China.
The outstanding performance of pre-incremental stocks is undoubtedly sought by institutional funds. According to the first quarterly report of 2020, among the 222 previous double-growth companies, includingChangshu Bank,Ping An Bank,Xiamen Xiangyu,Tonghua DongbaoANDPerfect worldSocial security funds appeared among the top ten shareholders of the 59 publicly traded companies, accounting for 26.6%.
For the A-share market perspective,PeacefulSecurities strategy analyst Zhou Yu said the national economy is expected to usher in the second quarter after experiencing the shock of the first quarter. The low-price market capital environment will be conducive to biased large-scale asset allocation to equities. With the continued inflow of foreign capital, the rebound in the market is expected to continue under the expected support of the economic recovery.
Table: 59 double-growth stocks held by the Social Security Fund in the first quarter
Editor-in-chief: Wang Shuai
