Rare during the year, more than 5,000 stocks rose! These high-performing companies repurchased, and 2 leading chips with a market value of 100 billion yuan were listed

A-shares counterattacked, and the over-falling technology theme rose sharply.

A-shares ushered in a general upward trend

On the last trading day of July, the A-share market ushered in a general rise. The Shanghai Composite Index, the CSI 300 Index, and the ChiNext Index rose 2.06%, 2.16%, and 3.51% respectively.

As of the close, the number of floating red stocks exceeded 5,000, a new single-day high in the past three months. According to the statistics of Securities Times · Databao, since the beginning of this year, more than 5,000 stocks have risen in A-shares only in four trading days, with two previous occurrences in February and one in April.

In terms of subject matter, humanoid robots, CXO concepts, vitamins, Sora concepts, diet pills, etc. are leading the way. Humanoid robots rebounded the most, and the sector index rose more than 6%. Concept stock Siling shares hit the 20cm limit intraday. Tianqi shares, Boshi shares, Leisai Intelligence, Mingzhi Electric, Beizi Technology, etc. harvested a 10cm daily limit.

On the news side, in order to further strengthen the standardized management of the industrial robot industry, the Ministry of Industry and Information Technology revised the "Industrial Robot Industry Standard Conditions" and the "Industrial Robot Industry Standard Management Implementation Measures" to form the "Industrial Robot Industry Standard Conditions (2024 Edition)" and "Industrial Robot Industry Standard Conditions Management Implementation Measures (2024 Edition)". The new version of the document will be implemented from 1 August 2024.

Popular bull stocks plunged

While some over-falling themes rebounded, many popular stocks with unmanned driving themes fell sharply. Jinjiang Online, Volkswagen Utilities, Yanao Shares, Power Xinke, Feiliks, Ankai Bus and other stocks fell sharply today.

Jinjiang Online dived from the price limit in early trading, and touched the fall limit near the end of the session, staging the plot of "sky floor", falling 9.15% at the close. Volkswagen Public opened with a daily limit today, hitting the lower limit during the session, and closed down 9.11%.

Jin Jiang Online issued a risk warning on the evening of July 30, saying that the company has paid attention to the recent high market attention of the concept of smart taxis, and at present, some of the company's subordinate Jin Jiang Taxi companies and relevant partners have carried out intelligent networked unmanned taxi demonstration operation activities in the designated areas of Jiading District and Lingang New City in Shanghai. The above-mentioned demonstration operation activities are still in the experimental stage, basically do not generate revenue, and there is still uncertainty about future business development.

More than 700 companies disclosed buyback announcements

As a basic institutional arrangement in the capital market, share repurchase has the role of optimizing the capital structure, maintaining the company's investment value, and improving the investor return mechanism. According to the statistics of Databao, calculated according to the date of the announcement, since July, more than 700 companies in the A-share market have disclosed announcements related to the progress of repurchases, with a total repurchase amount of nearly 16 billion yuan.

There are 72 companies with a repurchase amount of more than 50 million yuan. These companies are mainly distributed in the pharmaceutical and biological, electronics, power equipment, food and beverage, and machinery and equipment industries, among which the pharmaceutical and biological industry has the largest number of shortlisted companies, with 18.

The highest repurchase amount is Baosteel shares, since July, the company has issued two repurchase-related announcements, with a total repurchase amount of 626 million yuan. The company is one of the steel enterprises with the most complete carbon steel varieties in the world, with a record high in export orders in 2023, a total profit of 15.09 billion yuan, and the operating performance remains the first in the domestic industry. Before July, the company had released a number of repurchase progress, with a total repurchase amount of more than 1.3 billion yuan during the year.

The top repurchase amount also includes CATL, SF Holdings, Happy Home, Ecovacs, C&D Co., Ltd., etc.

Judging from the performance of the secondary market, the stock prices of some companies rose during the buyback period. According to data treasure statistics, as of the close of trading on July 31, the stock prices of 8 companies have risen by more than 10% since July, and National Technology, Pharmaron, Haiguang Information, Kailaiying, Liqun Shares and other cumulative gains are among the top.

The performance of 11 companies is promising

Some of the high-performing stocks over-fell

Affected by various factors such as industry recovery, improvement of operating efficiency and project production, some companies are expected to achieve good results in the first half of the year. According to the statistics of Databao, according to the lower limit of the net profit of the performance forecast (if there is no lower limit, the announced value is taken), there are 11 companies with a year-on-year increase in net profit in the first half of the year (including turning losses into profits). The two major chip leaders with a market value of 100 billion yuan are on the list.

The company expects a net profit of 1.308 billion yuan to 1.408 billion yuan in the first half of the year, a year-on-year increase of 754.11% to 819.42%. During the reporting period, the market demand continued to recover, the demand of downstream customers increased, and the company's operating income achieved significant growth with the introduction of products in the high-end smartphone market and the continuous penetration of autonomous driving applications in the automotive market.

Juneyao Airlines expects a net profit of 450 million yuan to 550 million yuan in the first half of the year, a year-on-year increase of 459.90% to 584.32%. In the first half of the year, benefiting from the increase in travel demand during holidays such as the Spring Festival, the new opening and recovery of international routes, the turnover of domestic and international passengers and the passenger load factor increased year-on-year, and the company's net profit increased significantly compared with the same period last year.

Yutong Optics expects a net profit of 81 million yuan to 91 million yuan in the first half of the year, a year-on-year increase of 200.74% to 237.87%. During the reporting period, the company continued its good start in the first quarter, with an increase in the business volume of traditional security lenses, automotive lenses, glass aspherical lenses and other automotive optical components, mirrorless photography, operating income growth, and gross profit margin recovery.

Among the 11 companies with promising results, some of them are already at low valuations. According to data treasure statistics, as of the close of trading on July 31, the rolling price-earnings ratio of 6 companies was below 20 times, namely Yongtai Energy, Shanying International, Jovo Energy, CNGR, Tongli Risheng, and Liugong. Yongtai Energy's rolling P/E ratio is 10.56 times, ranking the lowest.

Judging from the stock price trend, the stock prices of some companies have been in an over-falling position. According to data treasure statistics, compared with the latest closing price of the year's high, 5 shares have retraced more than 20%, namely CNGR, Tongli Risheng, Shanying International, Yongtai Energy, and Juneyao Airlines.

CNGR shares retraced the most, the company's shares rose 5.14% today, and the latest closing price retraced 28.54% from the year's high. The company is the world's leading leader in the ternary precursor industry, and hit an all-time high in intraday trading on November 24, 2021. After experiencing rapid growth before listing, the company's growth rate has slowed down significantly in the past two years. In 2023, the company's net profit will increase by 26.15% year-on-year, falling to a new low in the same period since listing. The company's latest closing price is 80% retraced from its all-time high, which is in the all-time bottom range.