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10月25日杭电股份涨停分析:特高压,石墨烯,高铁轨交概念热股

Analysis of the daily limit of Hangzhou Electric Power Company's shares on October 25: UHV, graphene, high-speed rail transit concept hot stocks

證券之星 ·  Oct 25, 2021 03:11

Hangdian shares rose by the daily limit and closed at 7.4 yuan. The stock rose by the daily limit at 13:18, but did not open the limit. The closing order capital was 30.0755 million yuan, accounting for 0.59% of its current market value.

In terms of capital flow data, the net inflow of main funds on the same day was 16.4334 million yuan, the net inflow of hot capital was 19.3898 million yuan, and the net outflow of retail funds was 14.3087 million yuan. The flow of funds in the past five days is shown in the following table:

The stock is UHV, graphene, high-speed rail concept hot stocks, the same day UHV concept rose 3.94%, graphene concept rose 2.42%, high-speed rail concept rose 1.05%.

The investment logic of the stock is as follows:

1. The main suppliers of UHV power cables and UHV conductors of State Grid and Southern Power Grid; the company's wire products include steel core aluminum strands, aluminum alloy wires, aluminum-clad steel conductors and other products, covering the full grade products of 1100KV, 1000KV, 800KV and below UHV conductors. The Jinping-Sunan ±800kV UHV DC project, which won the bid in 11 years, was the DC project with the highest voltage level, the largest transmission capacity and the longest transmission distance under construction in the world at that time.

2. It belongs to the lower reaches of the industrial chain. Hangzhou Electric graphene, a joint venture, focuses on the research and commercial application of graphene in the field of electrical equipment.

3. Domestic integrated cable suppliers; the company is engaged in the research and development, production, sales and service of wires and cables, including rail transit cables; the company completes the development of 27.5KV special railway cables and flame retardant cables such as super An and B1, and forms mass production. The company's customers are mainly customers in key industries such as State Grid, Southern Power Grid, Rail Transit and related enterprises of the above-mentioned customers.

From the perspective of financial situation, Hangzhou Electric Power Co., Ltd. 2021 reported that the company's main income was 3.072 billion yuan, up 10.49% from the same period last year; the net profit from its mother was 65.8527 million yuan, up 81.48% from the same period last year; and deducting 48.8166 million yuan from non-net profit, up 108.78% from the same period last year. Among them, the company's main income in the second quarter of 2021 was 1.761 billion yuan, down 2.8% from the same period last year. The net profit of returning to the mother in a single quarter was 45.3992 million yuan, up 13.88% from the same period last year; the non-net profit in the single quarter was 30.3265 million yuan, down 5.02% from the same period last year; the debt ratio was 67.28%, the investment income was-1.7797 million yuan, the financial expenses was 66.4602 million yuan, and the gross profit margin was 15.28%.

According to the Securities Star valuation analysis tool, Hangdian (603618) good company has a rating of 2.5 stars, a good price rating of 2.5 stars, and a comprehensive valuation rating of 2.5 stars. The stock has no agency rating in the last 90 days. In the past three months, the net inflow of financing was 47.4186 million, and the financing balance increased; the net outflow of securities loans was 34300, and the balance of securities loans decreased.

This article is compiled by the Securities Star data Center according to the public data and does not constitute investment opinions or suggestions. If there are any questions in the article, please contact us.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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