Text |Yang Wanli.
*Hit a new high for the year again.
On December 22, the leading shares soared intraday, once hitting the daily limit, and then the increase narrowed to 618%。As of noon, the company's stock price was 1528 yuan, with a total market capitalization of 649.2 billion yuan.
Since the beginning of December this year, the leading shares have risen by more than 90%. The continuous surge in stock prices is related to fundamentals
On December 22, the leading shares issued the latest announcement of abnormal fluctuations in trading, and the company reminded the market transaction risk and operating performance risk. The company mentioned that "the short-term gains are too large, and there is a risk of overheated market sentiment and irrational speculation".
According to public information, leading shares are the first batch of joint-stock listed companies in China, with textile brand management and international ** as the core business, and the core business development sector is composed of six business divisions: knitting, home textiles, international **, e-commerce, advanced customization and professional wear, and children's clothing.
In terms of performance, in the first three quarters of 2023, leading shares achieved operating income of 122.6 billion yuan, a year-on-year decrease of 4009%；Attributable net profit loss was 227670,000 yuan, the loss narrowed by 9637%。
Looking at the financial reports of the past three years, from 2020 to 2022, the revenue scale of leading shares is 325.4 billion yuan, 294.9 billion yuan, 219.4 billion yuan, a year-on-year decrease. 6%；Attributable net profit was a loss of 294.2 billion yuan, 304.6 billion yuan, 522.2 billion yuan, with a total loss of about 11$2.1 billion.
Leading shares**, or related to related hot concepts.
According to the analysis of ** software, the reasons for the change in the stock price of leading shares include: the theme of the dragon character is repeatedly active;It belongs to the concept of Internet celebrity economy, and the company's annual report has mentioned "children's clothing e-commerce" and "Internet celebrity anchors bring goods", and in the first three quarters of 2023, online sales accounted for 33% of revenue;It belongs to the concept of foreign trade;It belongs to the concept of local state-owned assets.
Previously, the Zhongtai ** research report mentioned that "looking forward to 2024, the textile and garment industry is expected to travel lightly, focusing on the growth of the subdivision track and the elasticity of low valuation."
Who was involved in the transaction in the process of leading shares?The Dragon and Tiger list shows that the figures of institutions, tour capital, and ordinary ** have appeared many times, increasing market activity.
According to incomplete statistics, on December 18, the net number of commonly used seats in "Ningbo Sangtian Road" was 2298250,000 yuan;On the contrary, the net sale of the commonly used seats of the "Guangdong Gang" and "Sunan Gang" was 1134070,000 yuan, 863020,000 yuan.
On December 19, the net number of seats in Lhasa exceeded 1300 million yuan;On the contrary, the net sale of the commonly used seats of "Ningbo Sangtian Road" was 3645980,000 yuan.
On December 20, the tour capital "Fang Xinxia" and "Shangtang Road" net **3624720,000 yuan, 3306300,000 yuan;On the contrary, the five Dongcai Lhasa seats sold a net of 70 million.
On December 21, "overseas institutions", "quantitative**" net **5303380,000 yuan, 4778050,000 yuan;On the contrary, the commonly used seats of "Shangtang Road" and "Ningbo Sangtian Road" were sold at a net of 3877870,000 yuan, 3430530,000 yuan.
It is worth noting that in the third quarter of this year, QFII institutions and securities firms were newly entered as the top ten circulating shareholders of leading shares. If it has not been sold, the value of the above-mentioned institutions will increase significantly.
What do you think about the sharp rise in leading shares?