Demon shares explode! Loss expanded by 609percent 8 days, 7 boards and then trading limit, but institutions were in a hurry to ship

category:Finance
 Demon shares explode! Loss expanded by 609percent 8 days, 7 boards and then trading limit, but institutions were in a hurry to ship


Data source: flush

With the cold winter approaching, coal demand has reached the peak season. The latest report of CICC pointed out that, looking forward to 2021, the economy is expected to recover gradually, the total demand for coal is expected to rise next year, the short-term supply is still tight, and the coal price is expected to maintain a high level.

Organization starts shipping

In the stock bar, netizens lamented a big demon, Zhengzhou coal power is a demon stock, too cow, and some bearish netizens said: high volume, change hands too high, not far..

Since November 16, Zhengzhou coal power has been on the dragon and tiger list frequently, and well-known hot money seats have appeared.

On December 1, after hours long Hubang data showed that Guosheng securities Ningbo Sangtian Road Securities Business Department, Tianfeng Securities Co., Ltd. Taizhou Shifu Avenue Securities Business Department, China Galaxy Securities Co., Ltd. Chengdu Yizhou Avenue Securities business department were among the top three buyers; the most sold were institutional seats, Guosheng securities Ningbo Sangtian Road Securities business department and Orient Securities Co., Ltd Nantong Gongnong Road Securities Business Department of the company.

(data source: wind)

(data source: wind)

According to the public information, Zhengzhou coal power companys main business is coal mining and sales, and its business is concentrated in Henan Province. The coal varieties are mainly anthracite, lean coal and lean coal. It is a high-quality industrial steam coal, mainly used for power generation, metallurgy and civil use. Data show that the companys main business steam coal prices continue to rise.

In terms of performance, the performance of Zhengzhou coal power is not good. Financial data show that in the first three quarters, the companys revenue reached 2 billion yuan, a year-on-year decrease of 32.8%; the net profit attributable to the parent company lost 407 million yuan, and the loss reached 60 million yuan in the same period last year, equivalent to an increase of 609.9% in the loss. The company said that the main reason for the decline in performance was affected by the epidemic situation and the decline in coal quality. Up to the third quarter of this year, Zhengzhou coal power has been losing money for five consecutive quarters.

As of September 30, the total number of shareholders of Zhengzhou coal and power was 47300.

Is the pro cyclical market over?

Since November, with the start of coal electricity plate market, the pro cyclical plate also began to rise. The coal industry index fund, coal ETF (515220), has risen 18.09%.

According to the latest report of CICC, the economy is expected to recover gradually in 2021, and the total coal demand is expected to rise next year. The short-term supply is still tight, and coal prices are expected to remain high. In terms of price, Zhuo Chuang information said that it was mainly due to the influence of rain and snow weather, the limitation of short-distance automobile transportation, and the superimposed stimulation of coal mine safety inspection. Recently, the price of coal from the origin has increased rapidly, with the range of 5-20 yuan per ton. Supply is tight and demand is large, so coal price is stable and strong. However, the coal industry association said that at present, the relevant departments and coal upstream and downstream enterprises have made full efforts to ensure adequate coal supply in winter. The association predicted that the coal market supply in the fourth quarter will remain sufficient on the whole, the demand for heating coal in winter and the implementation of stable growth measures will maintain the growth of coal demand, and the overall supply and demand of coal market will maintain a relatively balanced situation. Editor: Peng Yong, Zheng Yasuo source: China Securities Journal Author: Liu Yang, editor in charge: Zhong Qiming_ NF5619

According to the latest report of CICC, the economy is expected to recover gradually in 2021, and the total coal demand is expected to rise next year. The short-term supply is still tight, and coal prices are expected to remain high.

In terms of price, Zhuo Chuang information said that it was mainly due to the influence of rain and snow weather, the limitation of short-distance automobile transportation, and the superimposed stimulation of coal mine safety inspection. Recently, the price of coal from the origin has increased rapidly, with the range of 5-20 yuan per ton. Supply is tight and demand is large, so coal price is stable and strong.

The association predicted that the coal market supply in the fourth quarter will remain sufficient on the whole, the demand for heating coal in winter and the implementation of stable growth measures will maintain the growth of coal demand, and the overall supply and demand of coal market will maintain a relatively balanced situation.