Top Gainer Yin Zhi Jie Up 42%; Bear Leader Hainan Haiyao Down 27%
During the past week (September 16th to September 20th), the three major A-share indices all rose.
As of the close on September 20th, the Shanghai Composite Index reported at 2736.81 points, up 1.21% for the week; the Shenzhen Component Index reported at 8075.14 points, up 1.15% for the week; the ChiNext Index reported at 1536.6 points, up 0.09% for the week.
Specifically, nearly 63% of individual stocks achieved an increase within the week, with 54 stocks up more than 15%, and 11 stocks down more than 15%.
Sectors such as real estate, rental rights, Tianjin Free Trade Pilot Zone, electronic ID cards, and diversified finance led the gains, while sectors like batteries, energy metals, sci-tech innovation secondary shares, solid-state batteries, and PET copper foil led the declines.
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Excluding newly listed secondary shares in the past month, in this period's top stock list, Yin Zhijie (300085.SZ) topped the list with a weekly increase of 42.15%, Guohua Netcom (000004.SZ) ranked second with a weekly increase of 33.21%, and stocks like Electronics City (600658.SH), Datang Telecom (600198.SH), Haili Shares (600619.SH), Shuangcheng Pharmaceutical (002693.SZ), and Baodian Electric (600550.SH) all achieved a weekly increase of more than 30%.
All 10 stocks on the top stock list had a weekly increase of more than 27%.
The most bullish stock, Yin Zhijie, belongs to the software development industry, Xinchuang, and Huawei concept stocks: Public information shows that the company is a leading manufacturer dedicated to serving China's financial informatization field, providing banks with application software and technical services based on imaging.
Data shows that in the past week, Yin Zhijie's cumulative increase exceeded 42%, and the stock price reached a new high since April 2024 during trading on September 20th.
On September 19th, Yin Zhijie opened at the limit and performed as a single board all day, with the stock price at 10.26 yuan/share after the "20CM" limit.
In terms of news, on the evening of September 18th, Yin Zhijie announced that the company's controlling shareholders and actual controllers Zhang Xuejun, Chen Xiangjun, and Li Jun plan to transfer a total of 7% of the company's shares to natural person Zhuo Haihang at a price of 7.05 yuan/share.
After the transaction, the three still hold controlling shareholders but their actual control is weakened, with their shareholding ratios reduced to 11.56%, 5.39%, and 4.92% respectively, and Zhuo Haihang becomes the second-largest shareholder.
According to the Tianyancha APP, Zhuo Haihang is the founder and legal representative of Guangzhou Kaifengla Network Technology Co., Ltd.
There are market rumors about Zhuo Haihang's shareholding in Yin Zhijie with expectations of a shell company.
In response, a reporter from the 21st Century Economic Report called Yin Zhijie as an investor, and the relevant person stated that there is no such thing as a shell company.
When asked whether Yin Zhijie will cooperate with Kaifengla, the person said they are not aware of it.
In fact, since 2016, the three actual controllers of Yin Zhijie have had the intention to retreat.
On September 20th, Yin Zhijie issued an announcement of abnormal stock trading, and the company's stock closed with an increase of more than 30% for two consecutive trading days (September 19th, 2024, and September 20th, 2024), which is an abnormal fluctuation in stock trading.
After verification, there is no need to correct or supplement the information disclosed earlier, no major undisclosed information reported by the public media has been found, and the recent production and operation are normal, with no change in the internal and external business environment.
As of the date of the announcement, the company, the controlling shareholders, and the actual controllers do not have any major matters that should be disclosed but have not been disclosed, and the controlling shareholders and actual controllers did not buy or sell the company's stocks during the period of abnormal stock fluctuation.
The company disclosed on September 18th the relevant announcement of the controlling shareholders and actual controllers' intention to transfer company shares by agreement.
The agreement transfer does not lead to a change in the company's control rights, but it still needs to be reviewed by the Shenzhen Stock Exchange and handle the transfer procedures of the share agreement transfer, and there is uncertainty about whether it can be completed in the end.
The company has self-inspected and there is no violation of fair information disclosure.
In terms of performance, in recent years, Yin Zhijie's performance has been in a slump, with a continuous decline in business income and net profit in negative for several years.
In terms of business, the three main businesses of Yin Zhijie are all declining.
In the first half of this year, the revenue from SMS and MMS communication services was about 199 million yuan, accounting for 46.72% of the company's business income, and in the same period last year, the revenue from this business was 241 million yuan; the revenue from financial software and financial special equipment was 31.37 million yuan and 11.03.8 million yuan respectively, and in the same period last year, it was 40.6509 million yuan and 30.3211 million yuan respectively, which also showed a significant decline.
Among the top ten bear stocks in this period (excluding newly listed secondary shares in the past week), Hainan Haiyao (000566.SZ) fell 27.07% for the week to become the most bearish stock, *ST Jiayu (300117.SZ), Tianmao Group (000627.SZ), Inkon Medical (300677.SZ), and Lian Chuang Shares (300343.SZ) all fell more than 20%.
All 10 stocks on the bear stock list fell more than 15% for the week.
The most bearish stock, Hainan Haiyao, belongs to the chemical pharmaceutical industry, private hospital, and state-owned enterprise reform concepts: Public information shows that Hainan Haiyao's main products cover intermediates, raw materials, chemical innovative drugs, modern Chinese medicine, and other fields.
Data shows that in the past week, Hainan Haiyao's cumulative decline exceeded 27%.
Recently, influenced by hot topics such as state-owned enterprise reform, Hainan Free Trade Port, and stem cells, from September 6th to September 13th, Hainan Haiyao successively pulled out 6 limit-up boards, with a cumulative increase of more than 77%.
On the evening of September 17th, Hainan Haiyao issued an announcement of abnormal stock trading and risk warning, stating that the company's price-to-book ratio deviates from the average level of the "pharmaceutical manufacturing industry".
According to the data on the website of the China Securities Index Co., Ltd., as of September 13th, the company's price-to-book ratio was 3.78; the price-to-book ratio of the "pharmaceutical manufacturing industry" classified by the China Securities Association was 2.25.
The company's current price-to-book ratio is higher than the aforementioned price-to-book ratio of the "pharmaceutical manufacturing industry".
Regarding the hot concept of stem cells, Hainan Haiyao stated that its stakeholder Unicore is mainly engaged in the research and development of human body cell preparation, storage, application technology, and drug development, and its current main business is cell preparation and storage.
Due to Unicore's continuous research and development investment and market development, Unicore has not yet made a profit.
As of the end of 2023, Unicore's book value was 0 yuan.
Hainan Haiyao clearly stated that there is uncertainty in the future of related products in terms of technology research and development, competition, and other aspects, and the industry is also affected by changes in future market demand, industry and national policy changes, and other factors, there is also uncertainty.
However, on September 18th, Hainan Haiyao, which had been continuously hitting the limit, ended its six consecutive limit-up boards.
On September 19th, Hainan Haiyao issued an announcement that the company's stock closed with a decline of more than 20% for two consecutive trading days (September 18th and September 19th), which is an abnormal fluctuation in stock trading.
The company's recent business operations are normal, and there have been no significant changes in the internal and external business environment.
The company, the controlling shareholders, and the actual controllers do not have any major matters that should be disclosed but have not been disclosed about the company.
The controlling shareholders and actual controllers did not buy or sell the company's stocks during the period of abnormal stock fluctuation.
The company's stock price has fluctuated significantly recently, and investors are advised to pay attention to the risks of secondary market transactions.
On September 20th, the innovative drug concept stocks adjusted, and Hainan Haiyao hit the limit to end the three consecutive limit-up boards.
As of the close on September 20th, Hainan Haiyao reported at 3.96 yuan, with a total transaction amount of 1.043 billion yuan for the day, a turnover rate of 21.93%, a cumulative decline of 11.8% in the past five trading days, and a cumulative increase of 26.92% in the past 30 trading days.
In terms of performance, Hainan Haiyao's operating performance is not ideal.
According to Hainan Haiyao's semi-annual report, in the first half of 2024, the company achieved a business income of 593 million yuan, a year-on-year decrease of 38.16%; the net profit attributable to the shareholders of the parent company was -200 million yuan, a year-on-year decrease of 2198.34%; the net profit excluding non-recurring gains and losses was -153 million yuan, and the loss was further expanded year-on-year.
Hainan Haiyao stated that the change in the company's business income is mainly due to the impact of the market situation in this reporting period, the decline in sales of raw materials and intermediates, and the large demand for residents' medicine preparation and post-infection medication in the same period of last year.
On September 10th, Hainan Haiyao replied to investors' questions, saying that in recent years, with the in-depth advancement of a series of policies such as medical insurance cost control, national and local collective procurement, DRG/DIP payment method reform, and price linkage, the development of the pharmaceutical industry is under pressure in the short term.
In the second half of the year, the company will strengthen its market development capabilities, and achieve refinement and in-depth development of the existing market through measures such as strengthening agent management, online bidding management, market channel control, and promoting the replication of successful experiences.
Vigorously develop chain pharmacies, grassroots medical institutions, and e-commerce business (currently cooperating with JD platform, Tmall platform, Dingdang Express Medicine, and other cooperation is to be promoted).
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