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11月4日杭电股份涨停分析:特高压,石墨烯,5G概念热股

Analysis of the daily limit of Hangzhou Electric Power Company's shares on November 4: UHV, graphene, 5G concept hot stocks

證券之星 ·  Nov 4, 2021 03:16

Hangdian shares rose by the daily limit and closed at 7.87 yuan. The stock rose by the daily limit at 09:49, opening the limit once, and the closing capital was 26.3902 million yuan, accounting for 0.49% of its current market value.

In terms of capital flow data, the net inflow of main funds on the same day was 50.5862 million yuan, the net inflow of hot capital was 23.476 million yuan, and the net outflow of retail funds was 32.2015 million yuan. The flow of funds in the past five days is shown in the following table:

The stock is UHV, graphene, 5G concept hot stocks, the same day UHV concept rose 3.17%, graphene concept rose 2.05% Jie 5G concept rose 1.93%.

The investment logic of the stock is as follows:

1. It is put into construction with an annual output of 150T optical fiber preform and 5 million core km optical fiber project, and has a complete optical communication industry chain of "optical rod-optical fiber-optical cable-optical device".

2. 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.

3. 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.

From the perspective of financial situation, Hangzhou Electric Power Co., Ltd.'s 2021 quarterly report showed that the company's main income was 5.371 billion yuan, up 20.3% from the same period last year; the net profit from its parent was 90.6623 million yuan, up 16.48% from the same period last year; and deducting 68.6099 million yuan from non-net profit, up 15.11% from the same period last year. Among them, the company's main income in the third quarter of 2021 was 2.299 billion yuan, up 36.48% from the same period last year. The net profit of returning to the mother in a single quarter was 24.8096 million yuan, down 40.29% from the same period last year; the non-net profit in the single quarter was 19.7933 million yuan, down 45.36% from the same period last year; the debt ratio was 68.67%, the investment income was-19.8126 million yuan, the financial expenses was 105 million yuan, and the gross profit margin was 13.73%.

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 39.6577 million, and the financing balance increased, while the net inflow of securities was 8200, and the balance of securities lending increased.

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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