The former cattle stock concentration camp was all frustrated

In early trading today, the trend of the index was divided. The Shanghai stock index was once close to 3500 points, and the Shanghai Stock Exchange 50 index reached a new low. In terms of themes, health products, microled, rare earth, traditional Chinese medicine and communications led the rise; Lithium, forestry, food processing, pig, rubber and other sectors led the decline.

Yanjin shop three consecutive drop limit

Yanjin shop three consecutive days limit, the main reason is the decline in performance. In the past two years, the company’s performance has maintained a growth rate of about 80%, which is known as the leisure snack leader of bulk weighing channel by some securities companies. According to the latest performance announcement, the net profit of the company in the first half of the year is expected to decline by 57.68% – 65.38% year on year. According to the semi annual performance measurement, the company is expected to lose about 30 million in the second quarter, which is the first loss of financial data since 2015.

The main reasons for the year-on-year decline of the company’s performance are: during the epidemic period in the first half of 2020, the sales revenue base is relatively high, the company underestimates the impact of new retail channels such as community group buying on traditional supermarket channels, the company’s excessive investment in market expenses (with redundancy) in the first half of this year, and the rising cost of purchasing some raw materials since March.

Yanjin shop had benefited from the continuous high growth of its performance. Last year, its stock price once increased by 352%, and its market value exceeded 20 billion. The company’s latest price was 69.73 yuan, down 56.5% from the 160.4 yuan (the former recovery price) set in October last year. The company’s market value was less than 10 billion yuan, and it evaporated 11 billion yuan in less than half a year. The number of shareholders at the end of the first quarter was 9026, which means that the average market value of the company evaporated 1.2 million yuan.

Food processing sector fell sharply

Yanjin shop shares fell sharply, triggering a chain reaction. Today, many stocks in the food processing sector fell sharply. For example, Tianwei food, liangpinpu and pinwo food all fell by more than 6%, while Haitian food, Yili shares and Shuanghui development, with a market value of 100 billion yuan, fell by 2.5%, 1.8% and 4.8% respectively.

Affected by last year’s epidemic, the demand of the food processing sector broke out last year. Whether it was soy sauce, milk or snacks, the stock price doubled everywhere, known as “bull stock concentration camp”. For example, in the food processing sector, the stock prices of 11 constituent stocks, including liangpin shop, Yanjin shop, Tianwei food, haitianwei industry, all doubled in 2020.

However, after the food processing index set an all-time high at the beginning of the year, the latest price has been adjusted back nearly 30% from the peak at the beginning of the year. The share prices of 12 companies including Tianwei food, Zhongju hi tech, Huifa food, liangpinpuzi, Haixin food and Keming food fell by more than 30% during the year.

Nearly one-third of the food processing sector announced its first half performance forecast. On July 15, Keming food released its semi annual performance forecast, which is expected to decrease by 74.39% – 82.93% compared with the same period of last year, and the company’s share price immediately fell to the limit; Haixin food and Haoxiang you both forecast the decline of performance.

The decline in the performance of the food processing sector is not only related to the high base of last year, but also to the low price marketing brought by community group buying. Community group buying focuses on the strategy of low price in the community. Low price brand marketing replaces the sales of high price brands. Various brands mainly use price war to implement low price concessions and lower profits. The market is occupied by a large number of low price brands.

The main funds scramble to raise these stocks

In early trading today, the trend of the index was divided. The Shanghai stock index was once close to 3500 points, and the Shanghai Stock Exchange 50 index reached a new low. In terms of themes, health products, microled, rare earth, traditional Chinese medicine and communications led the rise; Lithium, forestry, food processing, pig, rubber and other sectors led the decline.

In terms of individual stocks, there are 49 individual stocks with a net capital inflow of over 100 million yuan. The net capital inflow of Tibet mining industry is 921 million yuan, with the net capital inflow ranking the first; ZTE and Guangsheng nonferrous metals followed, with net inflow of 920 million yuan and 793 million yuan respectively; Early net inflow of funds are more also Pianzihuang, Changchun High-tech, etc.

In terms of stock price performance, individual stocks with net inflow of more than 100 million yuan rose by 6% on average today, which was stronger than the market. The trading limits were Tibet Mining, Guangsheng nonferrous metals, huaruan technology, mobile communications, Great Wall military industry and sente shares, etc. only when the stock price of Shengji technology fell.

At present, the structural characteristics of A-share market are obvious, and the stock price trend of high prosperity industries and performance pressure plate presents a polarization trend. As of the noon of July 15, the disclosure rate of A-share interim report performance express and advance notice in 2021 was nearly 40%. In terms of sub sectors, the profit performance of upstream industrial products was the best, driving the share price of the whole industrial sector higher, while the profits of computer, electronics and other sectors maintained a high growth rate in the first half of the year; Specific to the theme performance, such as new energy vehicles, steel, chemical industry, non-ferrous metals, wine, photovoltaic, coal, semiconductor, etc; The second quarter profit growth of consumption and medicine slowed down.