Donggang block chain Hexun
In the past week, blockchain concept stocks have set off a wave of speculation in the A-share market. Indivial stocks have been trading continuously. Dozens of listed companies have issued announcements one after another. Some have clarified the relevant business, while others have "rubbed" the blockchain concept intentionally or unintentionally
In addition, dozens of companies, including Aikang technology, Donggang Co., Ltd., Shenzhou Taiyue, Hailian Jinhui, Bosi software, have also issued announcements. Wind statistics show that since the beginning of this year, the wind blockchain concept index has increased by more than 15.89%. In the overseas market, stocks involving the concept of blockchain soared overnight. On January 4, china.com.cn announced that it would carry out the application of blockchain technology. The stock surged 698% overnight. Taking 2018 as the interval, the cumulative rise of the stock has reached 340.37% in just nine trading daysit is learned that although the instry generally recognizes the potential of blockchain technology, many A-share listed companies are still at a relatively preliminary level. As for the market's speculation on the concept of blockchain, in the past week, the Shanghai Stock Exchange has successively sent inquiry letters to Shangying global and youjiu game, requiring them to disclose the research progress, commercial application scenarios and profit models of blockchain technology, and fully remind investors of the risks in combination with the current market-oriented and commercial maturity of blockchain technology
legal representative: Wang Wenjing
time of establishment: January 18, 1995
registered capital: 1464293443 yuan
Instrial and commercial registration number: 110000005119254
enterprise type: other joint stock limited company (listed)
address: 68 Beiqing Road, Haidian District, Beijing
Tiandi technology, aerospace information, Donggang shares
Donggang Co., Ltd. (market price: 17.10 + 4.40%, diagnosis stock): it plans to establish a blockchain research laboratory with Jingtong Co., Ltd.
Donggang Co., Ltd. (002117) has signed a strategic cooperation agreement with Jingtong Network Technology Co., Ltd., and both sides have reached a strategic cooperation intention on the combination of electronic invoice, electronic bill and blockchain technology. The two sides decided to jointly establish a blockchain research laboratory to jointly promote the implementation and application of blockchain technology in electronic invoice and electronic bill. The underlying technology of Jingtong company originated in Silicon Valley. In 2014, it officially launched the underlying technology platform that can support commercial applications. It is a domestic company engaged in the research and development of the underlying technology of blockchain< Shenzhen Science and Technology (9.09 + 2.48%): the output of bitcoin mining machine in January is about 150000 units
Shenzhen Science and Technology (000021) company has paid attention to the development and application of blockchain technology, but so far the company has not invested in R & D, and has not formed relevant technology. Up to now, the company is one of the well-known manufacturers of bitcoin mining machines in China, with an output of about 150000 in January 2018. The company started to import this business in November 2017, and so far it is still in the import period, which has no significant impact on the company's operating performance. At present, the company is also negotiating with well-known enterprises to explore cooperation opportunities in blockchain application, and the market scale prospect is uncertain
Taihe Group (31.66 + 0.00%) is expected to resume trading on the 15th with a net profit of 2.05-2.38 billion last year. The company disclosed the performance forecast on the same day, and the net profit in 2017 is expected to be 2.05-2.38 billion yuan, with a year-on-year growth of 20.07% - 39.40%. In view of the company's stock verification work has been completed, the company's shares will resume trading on January 15<
Shanying paper: it is estimated that the net profit in 2017 will be 2 billion yuan, an increase of about 466.89%
Shanying paper (600567) Co., Ltd. expects that the net profit attributable to the parent company will be about 2 billion yuan, an increase of about 466.89% year on year. The company's main procts, cardboard and corrugated paper prices continued to rise, the gross profit of procts increased significantly compared with the same period last year; Changes in accounting estimates increased the net profit of the current period by 235 million yuan
Ping'an securities
nonferrous metals: with the strengthening of environmental protection in China, the supply side of nonferrous metals instry is shrinking more and more obviously, and we maintain the instry's "stronger than the big market" rating. It is suggested that attention should be paid to the copper sub instry whose supply and demand pattern is expected to improve, and the aluminum sub instry with strong supply side reform. Related companies include Chalco (5.28-0.19%, diagnostic stock) (601600), Yunnan Aluminum (8.63-0.46%, diagnostic stock), Yunnan Copper (12.44-0.08%, diagnostic stock), etc. In the long run, with the rapid development of new energy vehicles, lithium and cobalt mineral resources related to power batteries have benefited significantly and are expected to enter a long business cycle. It is suggested to pay attention to Huayou cobalt instry (119.70 + 0.75%), Tianqi lithium instry (60.18 + 1.57%), etc
Tianfeng securities
Electronics: the electronics instry has entered the first quarter adjustment period, and there is no new variable driving the demand side, so it sinks to the basic components, looking for the beneficiaries under the broken supply and demand balance. Pay attention to the main line of cross year investment: the analog chip instry that can not be ignored, the transmission and superposition of price increase mechanism, and the accelerated growth of the instry will open a good prospect in 2018. Continue to be optimistic about the main line of cross year investment related to OEM, with the core as the leader: North Huachuang (37.62 + 2.14%, diagnosis stock) and Changdian Technology (21.63 + 4.49%, diagnosis stock)< Soochow securities (8.67 + 1.76%, stock diagnosis):
Bank: in the case of economic stability, the asset quality of the banking instry is expected to continue to improve, and the performance of banks with stable operation and sufficient provisions will improve with high certainty and greater flexibility. Suggestions: 1) Bank of Ningbo (20.28-1.46%), excellent asset quality, high performance flexibility; 2) Agricultural Bank of China (market 4.02 + 0.00%, stock diagnosis) (601288): the fundamentals improved quarter on quarter, the valuation was low, there was a margin of safety (17pb was 0.95 times), and the future performance improvement was flexible; 3) The basic high-quality leading companies have allocation value: ICBC (6.55 + 0.00%, diagnostic stock) (601398), China Construction Bank (8.25 + 0.86%, diagnostic stock) (601939), China Merchants Bank (31.15 + 0.74%, diagnostic stock) (600036)
Zhongtai securities
transportation: it is expected that in 2018, the price increase of railway ordinary passenger ticket and the development of land resources are expected to take substantial steps, the highway overload control and environmental protection haze control will continue to benefit the coal diversion Daqin line, and the downstream coal demand is expected to maintain a high boom, so Guangzhou Shenzhen railway (4.87 + 1.04%, stock diagnosis) and Daqin Railway (9.00 + 0.11%, stock diagnosis) will continue to be recommended; Supply side and ticket price marketization resonate. Under the background of high demand, it is expected to promote the aviation boom upward. Air China (12.84 + 0.08%), China Eastern Airlines (7.57 + 0.26%) and China Southern Airlines (11.30 + 1.16%), which have high proportion of trunk routes and time resource advantages, will continue to be recommended; Consumption upgrading promotes structural change, B2C high growth boosts the express boom, continue to recommend Yunda shares (48.48 + 1.64%, diagnosis shares), and suggest to pay attention to Shunfeng Holdings (51.72 - 0.67%, diagnosis shares).