In March, A-shares showed a trend of bottoming out and stabilizing. As of the close on March 31, the Shanghai Composite Index fell 6.07% within the month, the Shenzhen Component Index fell 9.94%, and the ChiNext Index fell 7.7%.
After excluding the new stocks listed in the last six months, as of the close of market on March 31, 6 of the top ten bull stocks in March rose by more than 100%, and the minimum increase was 85%. Concept and real estate.
NO1, Chinese medicine 230.25%
A total of 13 daily limit-ups were recorded in the month. If not for the limit-down limit on the last trading day, the largest monthly increase was over 300% at one point.
According to the news, as early as early March, the industry began to spread that "China Medicine won the agency rights of Pfizer's new crown drug", and China Medicine won the fourth consecutive board from March 2 to March 7.
On the evening of March 9, China Pharmaceutical announced that it had signed a supply agreement with Pfizer.
According to the latest announcement of Sinopharm, the final use and sales of PAXLOVID are subject to great uncertainty due to factors such as epidemic prevention and control, and the scale of related businesses is expected to account for a small proportion of the company's overall business volume, which has no significant impact on the company's recent operating performance.
According to the performance forecast of China Pharmaceuticals, it is expected that the net profit attributable to shareholders of listed companies in 2021 will be 300 million to 700 million yuan, a year-on-year decrease of 77% to 47%.
NO2, Tianbao Infrastructure 201.06%
Real estate concept stocks recorded a total of 11 daily limit during the month.
In the news, the China Banking and Insurance Regulatory Commission encourages institutions to carry out M&A loans in a stable and orderly manner, focusing on supporting high-quality housing companies to merge and acquire high-quality projects of difficult housing companies; the Ministry of Finance stated that it does not meet the conditions for expanding real estate tax reform pilot cities this year.
The company's latest risk warning announcement stated that the company's stock price has fluctuated greatly recently, and its valuation is significantly higher than that of listed companies in the same industry.
NO3, Minovar 141.22%
The new crown treatment concept stocks recorded a total of 7 daily limits in the month, and fell by the limit in the last trading day, taking back more gains.
The company's latest announcement stated that the company's intermediate and API expansion projects are still in the preparatory stage, and there is still uncertainty about whether the construction can be completed as scheduled and reach production.
Among them, APIs are still in the laboratory research and development stage and have not yet obtained authorization; intermediate products are not exclusively produced, and the market competition is sufficient; the required key raw materials need to be purchased externally.
At present, the company has not carried out commercial cooperation with Shionogi Pharmaceutical Co., Ltd. and domestic manufacturers of RDRP-targeted special drugs for COVID-19, and relevant intermediate products have not yet been mass-produced.
NO4, Panlong Pharmaceutical 129.86%
New crown treatment concept stocks recorded a total of 11 daily limits.
Combing through the public information for a period of time, it can be seen that it is not unrelated to both the concept of traditional Chinese medicine and the concept of new crown medicine.
On March 29, the General Office of the State Council issued the "Notice on Printing and Distributing the 14th Five-Year Plan for the Development of Traditional Chinese Medicine", which comprehensively considered key areas of traditional Chinese medicine development such as medical care, scientific research, industry, education, culture, and international cooperation. Ten key tasks and 15 major development indicators.
On March 16, the company stated on the investor interaction platform that the company's product "Qingwen Hufei Granules" is an in-hospital preparation of traditional Chinese medicine declared and approved by the Shaanxi Academy of Traditional Chinese Medicine for the prevention and treatment of new coronary pneumonia. Signed a strategic cooperation agreement.
NO5, NorthGlass shares 115.38%
Building energy conservation concept stocks recorded a total of 9 daily limits during the month.
In the latest news, NorthGlass responded to the exchange's concern letter on the evening of March 28, saying that the company's current production and operation activities are all normal, the business structure has not undergone major changes, and the internal and external operating environment has not undergone major changes.
Production costs and sales did not fluctuate significantly.
The company's stock price has fluctuated a lot recently.
The capital market is a market affected by many factors. The company's stock price may be affected by multiple factors such as the macroeconomic situation, industry policies, the company's production and operation, financial market liquidity, capital market atmosphere, and investors' psychological expectations.
NO6, *ST Shida 107.50%
For the concept stocks that resumed trading, a total of 15 daily limit-ups were recorded in the month. Except for the last trading day, all other trading days of the month had a one-word daily limit.
In the latest news, the company announced that in view of the recent volatility of the company's stock price, in order to protect the interests of investors, the company will verify the fluctuation of stock trading.
Upon the company's application, the company's shares will be suspended from the market opening on April 1, 2022, and will resume trading after disclosing the verification announcement.
*ST Shida's "demon stock" journey began with the company's reorganization expectations.
Since the announcement of entering the reorganization process in November 2021, the company has continued to be sought after by funds in the secondary market.
NO7, Haitai Development 99.68%
Real estate stocks recorded a total of 6 daily limits during the month.
For the real estate industry, recently, cities such as Fuzhou, Harbin, and Zhengzhou have begun to relax relevant restrictive policies one after another.
The agency said that the relaxation of policies in provincial capitals not only means that most second- and third-tier cities are eligible for relaxation, but also has a demonstration effect on other cities in the province.
CITIC Securities said that the real estate policy follows a counter-cyclical law, and when the market declines to a certain extent, the policy may become more active.
NO8, Cinda Real Estate 96.41%
Real estate stocks recorded a total of 6 daily limits during the month.
On March 30, the company disclosed its 2021 annual report. In 2021, the company will achieve an operating income of 22.105 billion yuan and a net profit attributable to the parent company of 815 million yuan.
Total liabilities were 62.275 billion yuan, a decrease of 7.793 billion yuan from 70.068 billion yuan at the end of the same period last year.
In 2022, the company plans to sign a sales volume of 23 billion yuan and a repayment amount of 20 billion yuan; the planned new construction area is 1.3 million square meters, and the planned completion area is 1.8 million square meters.
NO9, Songdu shares 93.33%
Lithium ore concept stocks recorded a total of 12 daily limits in the month, but they fluctuated greatly, so the absolute increase was not outstanding.
In the news, Songdu Co., Ltd. announced on March 13 that its holding subsidiary Songdu Lithium Technology and Tusqingyuan signed the "Consortium Agreement" to jointly participate in the extraction of 50,000 tons of lithium carbonate salt lake by Tibet Everest Argentina Lithium Potassium Co., Ltd. Lithium construction projects.
The project involves equipment purchases amounting to 1.6 billion yuan, which is fully advanced by Songdu Lithium, accounting for 33.93% of the company's latest audited net assets.
NO10, CCCC Real Estate 85.32%
Real estate stocks recorded a total of 7 daily limits during the month.
Because there was a wave of decline at the beginning of the month, there was definitely not much increase in the month.
On March 30, according to the central bank's official website, the central bank's Monetary Policy Committee's regular meeting in the first quarter of 2022 pointed out that to safeguard the legitimate rights and interests of housing consumers, better meet the reasonable housing needs of home buyers, and promote the healthy development and virtuous circle of the real estate market.
Promote high-level two-way financial opening, and improve economic and financial management capabilities and risk prevention and control capabilities under open conditions.
Guohai Securities recommends to pay attention to investment opportunities in real estate stocks in the short term; participate in the overall rebound of the market in the medium term; as for the performance opportunities of the upstream cyclical sector of real estate, this round may still need to wait for a long time.