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9月7日江苏国泰涨停分析:锂电池,有机硅,宁德时代概念股概念热股

Analysis of the daily limit of Jiangsu Cathay Pacific on September 7: lithium battery, organosilicon, concept hot stock of Ningde era

證券之星 ·  Sep 7, 2021 03:13

Securities Star data Center News, Jiangsu Cathay Pacific rose the limit to close, closing price 13.97 yuan. The stock rose by the daily limit at 10:00, but did not open the limit. The closing fund was 115 million yuan, accounting for 0.54% of its current market value.

In terms of capital flow data, the net inflow of main funds on the same day was 128 million yuan, the net inflow of hot capital was 101 million yuan, and the net outflow of retail funds was 64.1663 million yuan. The flow of funds in the past five days is shown in the following table:

The stock is lithium battery, silicone, Ningde era concept hot stock, the same day lithium battery concept rose 3.68%, silicone concept rose 3.4%, Ningde era concept stock rose 3.3%.

The investment logic of the stock is as follows:

1. Ningde Times supplier; Ningde Times is an important customer of Huarong Chemical Co., Ltd., which specially established a project with an annual production capacity of 40,000 tons of electrolyte for Ningde Times.

2. Cathay Pacific Huarong Chemical, a holding subsidiary, is engaged in the production and sales of organosilicon, mainly silane coupling agents, with a production capacity of 5000 tons and a production capacity of 2600 tons under construction.

3. Lithium-ion battery electrolyte leader, Huarong Chemical, a holding subsidiary of Ruitai New Energy, mainly produces lithium-ion battery electrolyte and silane coupling agent, and its product sales are among the best domestically and internationally for many years; the total electrolyte production capacity is 70,000 tons / year, of which the electrolyte production capacity of Zhangjiagang Huarong lithium-ion battery electrolyte is 30,000 tons / year, and that of Ningde lithium-ion battery electrolyte in Fujian Province is 40,000 tons / year. In 1919, Huarong Chemical's revenue was 1.547 billion yuan, an increase of 23.02% over the same period last year. Poland Huarong 40, 000 tons / year lithium electronic battery electrolyte project, which has invested nearly 90 million yuan, is still under construction.

In terms of financial situation, Jiangsu Cathay Pacific 2021 reported that the company's main income was 14.623 billion yuan, up 16.38% from the same period last year; net profit from its mother was 371 million yuan, up 12.88% from the same period last year; deducting 349 million yuan from non-net profit, up 14.76% from the same period last year; debt ratio 50.73%, investment income 51.6941 million yuan, financial expenses 72.9865 million yuan, gross profit margin 14.42%.

The Securities Star valuation analysis tool shows that the stock has a good company rating of 3 stars, a good price rating of 2.5 stars, and a comprehensive valuation rating of 3 stars.

Disclaimer: the relevant content according to the public big data analysis, does not constitute investment advice, the stock market is risky, investment should be cautious.

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