January 8 transaction stocks review: military stocks welcome strong catalyst inventory of four cattle and four bears
Great Wall Military Industry (601606) rose 10.02% on Wednesday. The company is a holding company. Its main business is carried out through four military products subsidiaries, which are mainly divided into military products and civilian products, mainly military products. The company's military products business includes research, design, production, final assembly and sales of mortar shell series, photoelectric countermeasure series, individual rocket series, fuze series, submunition series, and pyrotechnic products series. The company's first three quarters of 2019 net profit fell by 90%. On the news, the conflict in the United States and Iran has caused a sudden tension in the Middle East. In the secondary market, the stock is making a daily limit, and military stocks are welcoming a strong catalyst. It is recommended to keep an eye on it.
Sunrise Oriental (603366) rose 10.00% on Wednesday. At the beginning of the company's establishment, it focused on solar thermal utilization. In 2013, it entered a stage of diversified development and gradually formed the main business of solar energy (photothermal + photovoltaic), air energy, water purification, kitchen appliances, etc., which can provide users with "personalization, customization "Integrated, integrated" home appliances solutions and services. In addition, the company indirectly holds fast-handed equity through Huaxing Capital. The company made a profit of 44.709 million yuan in the first three quarters of 2019. The latest news, the company stepped on the 50 million asset management plan; some directors and executives plan to reduce their holdings. In the secondary market, the stock recorded a daily limit of 5 in 7 days, and the volume can be significantly enlarged this week.
Zhejiang Shibao (002703) rose 10.08% on Wednesday. The company is mainly engaged in the research, development, design, manufacturing and sales of automotive steering gears and other key components of steering systems. It is China's leading automotive steering system supplier. It should be noted that the company's profitability has declined in recent years. In 2018, it relied on the sale of houses to fill in the shortfall. The first three quarters of 2019 lost 34.78 million yuan. Facing the slowdown of industry growth, the company had to shrink its automotive business. In terms of news, a number of self-driving research and development achievements appeared at the CES 2020 show. In the secondary market, the unmanned segment has started again, and the stock is pulled straight in the plate.
Kang Yue Technology (300391) rose 10.00% on Wednesday. The company is a high-tech enterprise integrating design, research and development, production and sales of turbochargers. It has independently developed nearly 40 series and more than 600 varieties of turbochargers with supporting power range of 15kW-1200kW. The products are widely used Used in automotive, engineering machinery, agricultural machinery, marine power, generator sets and other fields. The company announced recently that the controlling shareholder is planning to transfer 25% -30% of the company's shares; the latest news, the company announced that the controlling stake is planned to change, the Shenzhen Stock Exchange issued a letter of concern. On the secondary market, a well-known PE institution became the master. The stock resumed daily trading for two consecutive days. The market outlook was to watch for changes in volume.
Today's Four Bear Alert:
The agricultural seed industry (600313) fell 9.72% on Wednesday. The company currently has 12 companies holding shares, and its business covers three major crops, including corn, wheat, and rice, such as crop seed industry, pesticides, fertilizers, and integrated agricultural services. While carrying out the "integration of breeding, propagation and integration" in the seed industry, the company has promoted the "integration of seed, fertilizer and fertilizer" strategy to enhance the company's ability to provide comprehensive agricultural services. The company lost 10.97 million yuan in the first three quarters of 2019, down 451% year-on-year. The company's products are not on the approved list of agricultural GMO safety certificates in 2019. On the secondary market, the agricultural sector pulled back significantly, and the stock continued to fall today, still experiencing some selling pressure.
Jingfang Technology (603005) fell 8.12% on Wednesday. The company is the world's largest image sensor chip packaging and testing technology service provider. Among them, security CIS products are one of the company's main application areas. The packaged products are widely used by major end customers such as Haikang and Dahua. It should be noted that nearly 90% of the company's profits in 2018 came from subsidies. In addition, after the lifting of the ban on some of the restricted shares in 2017, several major promoters of the company started to reduce their holdings. In terms of news, the company issued a risk alert, and its price-earnings ratio was higher than the industry average. In the secondary market, the stock dived slightly after opening higher today. It once hit a daily limit in the afternoon and lost pounds on rallies.
Suzhou Gujing (002079) fell 7.64% on Wednesday. The company is the most complete and complete design, manufacturing, packaging, and sales company in the domestic semiconductor discrete device diode industry. From the independent development of front-end chips to various packaging technologies for back-end products, it forms a complete industrial chain. The company's products are widely used in aerospace, automotive, green lighting, IT, home appliances and other fields. In November 2019, the company announced that the shareholders of Runfu Trade plan to reduce its shareholding by no more than 2.75%; as of now, the shareholding of Runfu Trade has reached 1%. In the secondary market, the stock hit a record high yesterday and opened lower today.
Ciwen Media (002343) fell 6.40% on Wednesday. The company is mainly engaged in the investment, production, distribution and derivative business of film and television dramas, mobile casual game R & D and promotion, channel promotion business and artist brokerage business. Among them, the film and television business and the game business are almost the company's total revenue composition, but these two major business segments encountered obstacles in 2018. Since 2019, the cold winter of the domestic film and television media industry has not passed yet, and the company's revenue and net profit have declined in the first three quarters. In terms of news, the 2020 Chinese New Year file will open on January 25. In the secondary market, the stock has two consecutive boards at the beginning of the week. Today, the stock has retreated heavily, and it has accumulated a large increase since December.