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「600125资金流向」74家公司率先发布年报预告(2015-10-22)


600125资金流向——国有股转持

  编者按:随着三季报业绩披露大幕拉开,市场逐渐聚焦有业绩支撑的白马股。据《证券日报》研究中心统计,截至昨日收盘,沪深股市共有142家公司披露了三季度业绩。与此同时,74家公司发布了2015年年报。其中,有41家公司有望在三季度和年报中实现双增长。值得关注的是,昨日上证综指大跌3.06%,市场资金流出总额768亿元时,共有7700万3.82万元的资金投向了4只双汇成长股,包括香精制药、神娱娱乐、嘎嘎食品和顺捷等。今天的《日本日报》特别分析了上述四只白马股,供投资者参考。
  精华制药年报有望翻番

  精华制药三季度净利润比去年同期增长63.01%。公司三季报披露,2015年净利润为6300万14.8万-500元-7800万93.5万-600元(每年3900万46.7万-800元),比去年同期增长60%-100%。业绩变动原因:随着公司经营效率的不断提高,净利润稳步上升。
  从昨日市场表现来看,虽然上证指数下跌3.06%,超过800只个股跌停,但该股逆市上涨0.94%,显示出强劲的走强态势。其最新收盘价为32.30元,昨日大单资金净流入4536.05万元。

600125资金流向——余额宝如何使用

  基本上,公司依托优势产品,大力发展中成药产品市场。保得生丸和保得生片是国家二级中药保护品种,而保得生丸和保得生片是国家中药保护品种。

  值得一提的是,除主营中药业务外,公司正在加快布局其他医药领域。2015年9月,中国证监会并购重组委员会有条件同意,公司以26.28元/股的价格增持1754.43万股(调整后),支付现金23053.33万元,总价6.92亿元,收购东丽企业管理(已发行)100%股权江苏省国资委备案)。东丽企业管理有限公司持有南通东丽100%股权。南通东丽是国内主要从事甲基肼等产品研发和销售的龙头企业。通过此次合作,公司可以迅速进入心脑血管药物和抗生素领域。
  对于该股,华泰证券表示,作为国有企业,公司完成高管激励,引入战略投资者作为第二大股东,强化中药优势,对老产品进行再开发,切入上游饮片,延伸产业链,而主营业务有望再度腾飞。生物制药并购的“两翼一主渠道”战略将继续上升。

600125资金流向——327事件

  并购天神娱乐有利于业绩提升
  天神娱乐今年三季度净利润同比增长71.88%。根据公司三季报,预计2015年实现净利润3.2亿元至3.75亿元(去年同期为23174万元),同比增长38.09%至61.82%。业绩变动原因:公司现有业务保持稳定增长,新公司第四季度纳入合并报表范围。

  从昨日市场表现来看,有800多只个股跌停。该股下跌5.79%,但表现优于中小板指数(-5.89%)。其最新收盘价为91.15元,昨日大单资金净流入2044.65万元。

600125资金流向——000981

  2014年,天神、天游的网络游戏研发将陆续上市,而天神的网络游戏研发将成为最具实力的网络游戏之一。
  2015年10月1日,中国证监会批准了对公司的并购,值得一提。(4月10日公告,股东大会同意公司以每股53.13元加现金的方式,定向增发5191.06万股,收购妙源盛95%股权、雷尚科技100%股权、阿瓦斯公司100%股权和上海麦城100%股权。同时,本次计划增发47.82元/股不超过1922.49万股,配套募集资金不超过91933.66万元。公司主要从事网络游戏的研发,手机网络游戏和网页网络游戏的研发和分销,avazu Inc.主营互联网广告业务。)

  至于该股,兴业证券表示,公司目前主要盈利来源于游戏。预计公司游戏领域的拓展和重组将有助于公司业绩的提升。第四季度重量级游戏的推出值得期待,估值有望进一步下滑,维持“增持”评级。

  佳佳食品资金净流入超过1000万元
  佳佳食品今年三季度净利润同比增长2.16%。根据公司2015年三季报,预计2015年实现净利润13289.02万元至19933.53万元,同比增长0%至50%(去年同期13289.02万元)。报告期内,公司坚持推进“大单品战略”的实施,重点推广“鲜面”、“原汁原味”等高利润产品和新产品,调整优化产品结构,提高利润空间,积极开拓新渠道,开拓团购市场业务。

  Judging from yesterday’s market performance, more than 800 stocks fell by the limit, with a decline of 3.65%.However, they outperformed the small and medium-sized board index.Their latest closing price was 6.33 yuan, and the net inflow of large single capital was 10.3711 million yuan yesterday.
  Basically, the company is a large condiment enterprise integrating R & D, production and marketing.With “Jiajia” series soy sauce as the leading, vinegar, chicken essence, monosodium glutamate and edible vegetable oil and other multi category collaborative development, sharing marketing channels.

  For the stock, CICC said that it expects the company’s revenue from 2015 to 2017 to be 1.77 billion yuan, 1.99 billion yuan and 2.24 billion yuan respectively, with a year-on-year growth of 5.2%, 12.4% and 12.6%; the net profit attributable to the parent company is 160 million yuan, 190 million yuan and 220 million yuan respectively, with a year-on-year growth of 21.3%, 15.8% and 17.5%.According to the average valuation of A-share condiment company and considering the historical valuation level of the company, when The valuation corresponding to the former share price is reasonable and worthy of attention.
  Zhongshun jierou is developing well for a long time

  Zhongshun jierou’s net profit in the third quarter of this year increased by 29.78% year-on-year.According to the third quarter report of 2015, the company’s net profit in 2015 is expected to change by 5% to 35%, with a range of 708773 to 91128000 yuan (67502200 yuan in the same period of last year).The reason for the performance change is that in order to gain market share, the company continues to increase market investment, expand sales network and increase sales promotion.
  Basically, the company is mainly engaged in the production and sales of high-grade household paper.Its main products are roll paper, handkerchief paper, soft draw paper and tissue paper of “jierou” and “Taiyang” brands.The company has five production bases in Zhongshan, Guangdong, Jiangmen, Zhejiang, Xiaogan, Hubei and Chengdu, Sichuan,

  From yesterday’s market performance, the share price fell 5.21%.Under the background of more than 800 stocks falling to the limit, it outperformed the small and medium-sized board index.Its latest closing price was 9.28 yuan, and the net inflow of large single capital was 1.2043 million yuan yesterday.
  For the stock, Huatai Securities said that in the short term, the industry’s overcapacity will continue, and the company’s expenses will remain at a high level due to market investment and price reduction and promotion.However, in the long run, the price war will accelerate the industry’s reshuffle, and the company’s product differentiation development and market share increase will be conducive to the recovery of the company’s future profitability.同时,公司10月份拟向实际控制人发行非公开发行股票补充流动资金,这也显示了大股东对公司长期发展的信心,维持了“增持”的投资评级。

600125资金流向

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