“National Team” position trends in the first quarter have been revealed! New entrants to the top 4 tradable shareholders, including Binjiang Group, increased their holdings by 17 stocks
① The disclosure of the quarterly reports of A-share listed companies was completed, and the “National Team” position trends were revealed. A total of 295 shares appeared on the list of the top ten tradable shareholders; ② “National Team” recently held 27 individual stocks with a market value of over 10 billion yuan in Q1 (attached table). ③ The top ten tradable shareholders of Xinjin Binjiang Group, Beijin Construction Materials, Jiajiayue, and Weiteng Electric increased their positions by a total of 17 shares (attached table).
The dragon won six consecutive boards! The A-share quarterly report market is in full swing, and the net profit of 15 companies increased by more than 300% year-on-year
① The net profit for the first quarter was up 4.55 times higher than the previous year, and Andaville, which had a maximum advance increase of 8.37 times over the previous year, closed for two consecutive 20CM gains and stops on Friday. ② Take stock of the list of listed companies whose net profit for the first quarter of 2024 is expected to increase by more than 300% year on year and the latest reviews in brokerage research reports (attached table). Among them, Ganneng Co., Ltd. temporarily led the way with the highest performance growth rate of nearly 38 times.
Changsha was the first to land! The subsidy fund for the home appliance trade-in campaign is expected to reach 39 million yuan this weekend
① The Housing and Urban-Rural Development Bureau of Changsha City recently issued a notice to various communities that it will launch a large-scale home appliance trade-in campaign throughout the city from April 20 to 21. The special subsidy is expected to invest 39 million yuan; ② Whether the government will grant Tongcheng Holdings a corresponding subsidy for this subsidy fund, the relevant person in charge of the company replied “I hope so”.
Competition in the industry adds “old hate” and “new hate”, the chairman of Commodity City suddenly caught fire, and the subsidiary “Yiwu Purchase” sued that its interests were damaged
① The chairman of Commodity City was sued by the subsidiary Yiwu Purchase. The cause of the case was a dispute that harmed the company's interests ② The disputed competitive relationship between Yiwu Buy and Chinagoods was the “trigger” of the incident ③ Yiwu Buy once sued Commodity City for “unfair competition”, but the lawsuit was not upheld by the court
Annual Report Season “Sudden Exchange” Regulatory Relay Hits Betting Agreement Interview Letter Reminder*ST Mall Audit Risks
① Today, China Securities Association issued an annual report audit interview letter to Unitai Zhenqing Certified Public Accountants, to accept the audit business risks and request clarification on the implementation of the 2023 annual report audit of *ST Mall; ② Unicast Zhenqing said in response to the inquiry letter to the Shanghai Stock Exchange that there is no substantial difference between the audit procedure and Dahua, and that it will implement stricter audit procedures.
The “hottest in history” Spring Festival holiday is over, and many institutions are optimistic about the 2024 market trend
Many institutions at home and abroad believe that the Chinese economy will recover smoothly in 2024. As employment and income expectations improve, consumption will become the biggest engine of China's economic growth. As far as A-shares are concerned, various industries such as retail, restaurants, cinemas, and tourism are expected to be boosted.