Qingdao Listed Company Hot List in one week | Accelerate the pace of listed Qing Enterprise to expand production capacity development

This week, Haier Zhijia, Qingdao Beer, and Qingdao Port are listed in the top three in the weekly hot list of Qingdao listed companies. Of the 59 domestic listed companies in Qingdao, only 30%of the stock price rose. Among them, the larger increase was Tianneng Heavy Industry, Han Cable Co., Ltd., and Qingdao's medium -range, and the market rose 14.27%, 10.85%, and 10.70%. 14 listed young enterprises have released a semi -annual performance forecast, of which 4 companies including Hisense Video, Weilong, Zhenghe Industry, Xinhuajin, etc. have pre -increased performance. In advance, Claus, Dingxin Communication, Minsheng Holdings, Rongfeng Holdings, Wei'ao, Qingdao Shuangxing, Zhonglu B and other domestic companies have pre -losses.

Adjust the stock price of 30 % of the listed green enterprises rising

The Shanghai and Shenzhen cities accelerated this week, and the net outflow of the northbound capital was 22 billion yuan, and the major indexes fell. Among them, the Shanghai Stock Exchange Index fell 3.81%, the Shenzhen Stock Exchange Index fell 3.47%, the GEM index fell 2.03%, and the science and technology board index fell 1.51%. Shen Wanli's first -level section has increased only power equipment and communications, with an increase of 1.15%and 0.02%, respectively. The top three of the decline were banks, real estate, and metals, which fell 7.17%, 6.07%, and 5.91%respectively. According to CCTV Finance and Economics, with the fiery photovoltaic market, the demand for energy storage has continued to increase, and even the situation of supply and insurmountable, the order volume of energy storage companies has flocked 8 times, and the concepts of energy storage, integrated die casting, virtual power plants and other concepts during the week are High heat. Although there are still rising trends in various tracks, the differentiation has increased significantly. Tianfeng Securities pointed out that from the perspective of data, the state of stable growth and weakness is changing. As the existing policy accelerates the implementation, incremental policy has accelerated, and it is expected that the steady growth in the third quarter may exceed expectations. Galaxy Securities stated that the performance of listed companies in July began to disclose that investors' attention returned to the industry itself, and they could pay attention to the performance of electric new, semiconductor and other sectors with strong performance, as well as consumer goods sectors with profit recovery. High -quality targets with strong sex.

Following the adjustment of the market, only 30 % of the 59 domestic listed companies in Qingdao achieved the stock price increase. Although the stock price fell more, the decline was within 10%. Among them, the larger increase was Tianneng Heavy Industry, Han Cable, and Qingdao's medium -range, and the market rose 14.27%, 10.85%, and 10.70%. 9.34%, 8.67%, 8.10%. Recently, the wind power equipment sector has risen in discharge, and Tianneng heavy work has strongly risen. The main business of Tianneng Heavy Industry is the manufacturing and sales of the fan tower and its related products. The development and investment of new energy (wind, photovoltaic) power generation projects is one of the leading enterprises in the production of domestic fan towers. In 2021, operating income was about 4.081 billion yuan, an increase of 19.16%over the same period last year. Realize the sales of the fan tower about 395,000 tons. Among them, the sales of the sea fan tower and a single pile realized sales of about 118,800 tons. After listing, in order to enhance the ability of anti -risk, Tianneng Heavy Industry has expanded new energy power generation business. As of the end of 2021, the total scale of new energy power generation business was approximately 481.8MW, realizing operating income of about 488 million yuan, and a profit of about 178 million yuan. As the original prices of raw materials such as steel, non -ferrous and chemical materials such as wind power equipment have continued to decline, the future profit margins of Heavy Industries are expected to increase. As of March 31, 2022, Tianneng Heavy Industries' order amount was about 3.207 billion yuan, of which about 1.236 billion yuan in maritime orders.

Flush showed that as of July 15, the total market value of 59 listed companies in Qingdao was 790.4 billion yuan, a decrease of 18.5 billion yuan from the closing of 809 billion yuan on July 8, and the market value of two weeks fell nearly 28 billion yuan. The top ten market value are Haier Zhijia, Qingdao Beer, Run Tire, Qingdao Port, Haier Biology, Mori Kirin, High -testing, Qingdao Bank, Trad, and Qingnong Commercial Bank. Among them, the Tires of the Saiwan surpassed Qingdao Port and entered the top three, and the Bank of Qingdao fell 2 digits. The market value of the market value has increased by Hanxin, Tianneng Heavy Industry, and Run Tire, with an increase of 1.564 billion yuan, 1.349 billion yuan, and 1.317 billion yuan, respectively. The market value of the market value has fallen largely, Haier Zhijia, Qingdao Beer, and Haier Zhijia, which have decreased by 14.454 billion yuan, 2.565 billion yuan, and 1.658 billion yuan, respectively.

The total turnover of 59 listed companies in Qingdao was 35.438 billion yuan, an increase of 579 million yuan from 34.859 billion yuan last week. The weekly transaction volume exceeds 1 billion yuan. Among them, Haier Zhijia Week has the highest transaction volume to 5.4 billion yuan. The main funds flowing the most is Han Cable, Heavy Industry, and High -testing shares, with net inflows of 141 million yuan, 102 million yuan, and 38.04 million yuan, respectively. The net outflow of the main funds is Haier Zhijia, Hailian Jinhui, and soft control shares, with net outflows of 258 million yuan, 116 million yuan, and 107 million yuan. Australia, Tianneng Heavy Industries, and Qingdao Food Week have a high replacement rate, with 37.16%, 34.09%, and 33.69%, respectively. Han Cable, Rongfeng Holdings, and Jianbang Technology ran for 5 consecutive days to win the market, and the upward trend was good. Among them, Han Cable's funds have attracted market attention, and the momentum is strong. So far, a total of two main agencies have a total of 2.226 billion shares, accounting for 66.90%of the circulation A shares.

In the first half of the year, Hisense Video returned to the mother's net profit or innovation high. Recently, 14 listed young companies have released a semi -annual performance forecast. Among them, 4 companies including Hisense Video, Weilong Co., Ltd., Zhenghe Industry, and Xinhua Jin have predened. Three companies such as Technology, Compton, and Fengguang Precision have pre -decreased performance. Claus, Dingxin Communication, Minsheng Holdings, Rongfeng Holdings, Wei'ao, Qingdao Shuangxing, Zhonglu B and other domestic companies have pre -losses.

On July 13th, Hisense Video released the performance trailer. In the first half of 2022, the company was expected to achieve net profit of 584 million yuan to 623 million yuan, a year -on -year increase of 50.2%to 60.3%. Essence

Hisense video stated that the company continued to promote the in -depth reform of "advanced manufacturing" and "efficient operations". Each section in the "1+ (4+N)" industrial structure was coordinated, the overall development was steadily developed, and comprehensive competitiveness was further enhanced.

According to the monitoring data of Aowei Cloud, Hisense video market sales share in the domestic TV market is 24.29%, an increase of 4.82 percentage points year -on -year. In the first half of 2022, according to GFK statistics, Hisense and Toshiba brand sales in the TV market in Japan were about 32.2%, an increase of about 5.6 percentage points year -on -year.

On the same day, Weilong issued an announcement of pre -increased performance in semi -annual performance. The announcement showed that in the first half of this year, the company realized net profit of 70 million yuan to 90 million yuan, an increase of 200.56%to 286.44%year -on -year. The net profit after non -recurring profit or loss after deduction was 30 million yuan to 40 million yuan, an increase of 87.20%year -on -year to 149.60%.

Regarding the great increase in performance, Weilong said that the net profit attributable to shareholders of listed companies is mainly due to the increase in equity of wholly -owned subsidiaries from the same period of the previous year. After deducting non -recurring profit and loss, the reason for the growth of the net profit after the same period of the previous year was mainly during the reporting period. With the effective control of the new crown epidemic, the company's order and production volume in the first half of the year increased significantly compared with the same period of the previous year.

On July 14, Dingxin Communication released the semi-annual performance forecast of 2022. It is expected that the net profit attributable to the owner of the parent company in the first half of 2022 is -25.3 million yuan to -20.7 million yuan. Decreased losses. Dingxin Communication said that the company overcame the impact of external factors such as epidemic control and poor logistics, and strengthened product delivery and project budget management. The company's operating income increased significantly compared with the same period, and the net profit was better than the same period.

On the same day, Minsheng Holdings, which is engaged in the pawn business and insurance brokerage business, released the semi -annual performance preview of 2022. From January to June 2022, the net profit of shareholders belonging to listed companies was 5.45 million yuan, and the company's profit was 5.6171 million last year last year. Yuan, from a year -on -year loss to losses. The company's controlling shareholder China Pan Marine Institute holds 119.9814 million shares (100%of its shareholding, 22.56%of the company's total share capital) is waiting for frozen. It is difficult to achieve sustainable development by relying only on the pawn and insurance brokerage business.

Minsheng Holdings said, "From the perspective of regulatory policies, the implementation of new delisted regulations has a great impact on listed companies with low operating income and lack of profitability. The ups and downs are large, and it is urgent to consolidate the company's main business through resource integration and achieve sustainable development. "

High -test shares Mori Kirin increases investment expansion capacity

On July 13, the High -test shares issued an announcement that the company intends to sign the "Investment Agreement of the Puggling 120 million kilometers of the Diamond Line Project" with the Huguan County People's Government. The annual output of 120 million kilometers of the Vajrayana project is only the overall investment intention reached by the company and the Huguan County People's Government. The first phase of the project is planned to build an annual output of 40 million kilometers of Vajrayana production capacity. It is expected that the total investment in the first phase is about 666 million yuan; The subsequent annual output of 80 million kilometers of the Vajrayana project has not yet been agreed.

The reporter learned that the diamond line is an important consumable in the process of photovoltaic silicon sheet slicing, which has achieved replacement of mortar cutting. As the global countries have established carbon neutralization targets, the photovoltaic industry has continued to maintain high prosperity, and the global photovoltaic new installed capacity has achieved steadily growth. The acceleration of photovoltaic silicon wafers has accelerated in the direction of "large size" and "thin slice", driving the demand for the Vajrayana line, which drives the demand for the Vajrayana line A substantial increase. It is reported that photovoltaic has now become the largest application market in the King Kong line, accounting for more than 90%of the total demand.

High -test shares said that the implementation of this project will help the company to better seize market opportunities, give full play to the company's Diamond Line's technological research and development advantages, expand the advantages of the Diamond Line, and further enhance the company's market competitiveness. It meets the company's long -term strategic development needs Essence This project is planned to start production in 2023, and it is expected to have a significant impact on the company's 2022 performance. Minsheng Securities stated that the first phase of the pot expansion project of the pot is expected to increase the market share.

The next day, the high -test shares announced that the company intends to publicize the issuance of convertible corporate bonds. The total amount of funds raised by the proposed convertible bonds will be RMB 483 million, which will be used for Leshan 12GW machine plus and supporting projects, Leshan 6GW photovoltaic silicon silicon silicon Film and supporting projects.

The announcement shows that Leshan 12GW machine plus and supporting projects provide the company with single wafers processing business to Leshan Beijing Express. Leshan Jingong will reach its production in mid -2022 and ensure the minimum raw material supply. 5%of actual production capacity. Leshan 6GW photovoltaic silicon wafers and supporting projects are foundry production capacity. The raw materials are derived from the single crystal silicon stick party stick produced by the company Leshan 12GW machine and supporting items. Flush Shun showed that within six months, a total of 14 institutions predicted the performance of high -test shares. The average net profit in 2022 was 476 million yuan, an increase of 175.76%over last year.

Recently, the Sen Kirin tire declared a strategic industrial project to the government for the Spanish investment project, that is, the application for the rapid channel for approval procedures. The company plans to invest 520 million euros (about 3.546 billion yuan) to build tire factories.

According to the public information disclosed by Sen Kirin tires, the Sen Kirin Spanish project planned an annual output of 12 million high -performance cars and light card meridian tires. Start. After the completion of the project, it is expected to become the first smart tire factory built by Chinese tire companies in developed countries in Europe and the United States. It is of great significance to enhance the brand strength of the Sen Kirin brand, improve the level of research and development, optimize sales layout, and ensure the security of supply chain.

Qingdao Finance Daily/Homepage Journalist: Ma Yiyi Zhao Zhen

Drawing: Wang Yao

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