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9月23日晨鸣纸业涨停分析:造纸,EDA设计软件,人民币升值受益概念热股

Analysis of the daily limit of Chenming Paper on September 23rd: papermaking, EDA design software, RMB appreciation benefit concept hot stocks

證券之星 ·  Sep 23, 2021 03:12

Securities Star data Center News, Chenming Paper closed by the daily limit, closing price 8.84 yuan. The stock rose by the limit at 09:46 and opened once, with a closing fund of 113 million yuan, accounting for 0.76% of its current market value.

In terms of capital flow data, the net inflow of main funds on the same day was 280 million yuan, the net inflow of hot capital was 295 million yuan, and the net outflow of retail funds was 149 million yuan. The flow of funds in the past five days is shown in the following table:

The stock is papermaking, EDA design software, RMB appreciation concept hot stocks, the same day paper concept rose 8.27% dice EDA design software concept rose 3.63%, RMB appreciation benefit concept rose 2.1%.

The investment logic of the stock is as follows:

1. Indirect equity participation in Kanlun Electronics, which has always been an industry leader in the field of Spice Model, with more than 100 customers worldwide, covering almost all the mainstream contract manufacturers and design companies.

2. China's leading paper industry, with a current production capacity of about 6 million tons. 80% of the cost of the industry depends on pulp imports, and the appreciation of the RMB will reduce import costs.

3. China's leading paper maker, one of the top 10 paper industries in the world, and has the largest forest-pulp-paper integration project with the most advanced technology and equipment in the world. it has formed eight series of product structures dominated by high-grade offset paper, coated paper, white cardboard paper, light coated paper, household paper, xerographic paper, thermal paper and Grassin paper, with an annual pulp paper production capacity of more than 4.2 million tons. The company is the only A, B, H stock listed company in the country; in 19 years, the mechanism paper sales volume was 5.25 million tons, the income was 25.912 billion yuan, accounting for 85.25% of the revenue.

In terms of financial situation, Chenming Paper 2021 reported that the company's main income was 17.173 billion yuan, up 26.27% from the same period last year; net profit from its mother was 2.021 billion yuan, up 291.44% from the same period last year; deducting 1.965 billion yuan from non-net profit, up 2794.31% from the same period last year; debt ratio 69.94%, investment income 98.6317 million yuan, financial expenses 1.319 billion yuan, gross profit margin 30.93%.

The Securities Star valuation analysis tool shows that the stock has a good company rating of 3 stars, a good price rating of 3.5 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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