This article**: Times Weekly Author: Zheng Zhongqin.
Diagram worm
Brokerage stocks, which are the flag bearers of the bull market, have finally "exploded" in the secondary market.
Not long after the opening of the market on January 11, brokerage stocks began to move up, and Harbin Investment Co., Ltd. (600864SH) touched the limit, Hualin** (002945SZ), Huaxin shares (600621SH), Cinda ** (601059SH), Northeast** (000686SZ) have pulled up.
The business acquisition helped Harbin Investment Co., Ltd. turn around its losses.
On the afternoon of January 11, a reporter from the Times Weekly called the secretary of the board of directors of Harbin Investment Co., Ltd., and a relevant person from Harbin Investment Co., Ltd. said, "At present, the company is a normal operating situation, and no special business activities have occurred.
On January 10, Harbin Investment Co., Ltd. released a pre-profit announcement for 2023, and the company expects to achieve a net profit attributable to the parent company of 1 in 20239.2 billion yuan, 4941 yuan was deducted from the non-return to the parent company390,000 yuan.
It is worth noting that the performance of Harbin Investment Co., Ltd. in 2022 is still a huge loss, and the net profit attributable to the parent disclosed in the 2022 annual report is -97.4 billion yuan, deducting non-attributable net profit of -104.2 billion yuan.
As for the reason for the pre-profit of the current performance, Harbin Investment Co., Ltd. said that it was mainly affected by two factors: one is the increase in the main business, the increase in its thermal power business due to the increase in heating subsidies, and the increase in the increase in wholesale heat sales. and** The loss on fair value changes in financial assets was significantly reduced due to market fluctuations; The second is the impact of non-operating profit and loss, the increase in liquidated damages income from **business** pledge business and the increase in the company's 2023 annual performance due to the receipt of **heating subsidies.
It is worth mentioning that Harbin Investment Co., Ltd. has just completed the acquisition of 100% of the shares of Harbin Zhengye Thermal Power Co., Ltd. held by the controlling shareholder Harbin Investment Group Co., Ltd. in May 2023, and included it in the scope of business combination under unified control.
49 listed securities firms are all in the red.
Today's daily limit of Harbin Investment shares may be related to the announcement of a turnaround in performance. Harbin Investment's daily limit, driven by some small brokerage companies today's outstanding performance, before the brokerage stocks fell more, this ** should be more of an over-falling ** nature", Chengluo Capital partner Xu Luosui said in an interview with reporters on January 11, "due to the increasingly sluggish trading volume, the public offering ** commission distribution and commission rate are limited, and the pace of IPO is slowing down, all of which have a greater negative impact on the performance expectations of brokerages in 2024, so it is necessary to be cautious when investing in brokerage stocks, and to find companies with real performance fundamentals." ”
The last highlight of Harbin Investment Co., Ltd. was in July 2023, after the Politburo meeting proposed to "activate the capital market", it soared by 46 in the following two weeks15%, and the stock price rose to the highest since January 14, 2021 at 741 yuan, and then quickly dived, and fluctuated violently at about 6 yuan, until now it has become red again at the beginning of the year.
Wang Fangchao, chief analyst of Cinda's ** non-bank financial industry, said in a research report issued in early 2024, "At present, the brokerage sector has the fundamentals of economic recovery and the relaxation of brokerage leverage, and many conditions such as continuous economic recovery, policy relaxation, and sufficient liquidity have been met, and the current valuation is still low, and there may be a high winning rate in the future." It is recommended to pay attention to CITIC**, China Galaxy, and Founder**.
According to the data of the brokerage sector of Shenwan's first-level industry classification, on January 11, 50 listed brokerages except for CICC, the remaining 49 brokerages were red across the board, as of January 11**, the top five with the highest increase were Harbin Investment shares (+9.93%), Hualin** (3.).83%), Northeast** (3.23%), Huaxin shares (3.11%) and Innovent** (2.)95%), a total of 31 brokerages with an increase of more than 1%, and the ** of the entire sector has basically been driven.
As of January 11, Harbin Investment shares were sold at **993% almost touched the daily limit to close at 598 yuan, a single-day turnover of 90.4 billion yuan, the main net inflow of 44 billion yuan, with a market value of 124 on January 114.2 billion yuan. Hualin**to**383% closed at 1518 yuan; Northeast **to**323% closed at 703 yuan; Huaxin shares to **311% closed at 1325 yuan; Cinda **to**295% closed at 16$75 ......