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beverage leaders rose sharply against the market trend, and these low p/e stocks created a "gold mine"

2024-09-02

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which companies have seen improved performance month-on-month and significant growth in their semi-annual reports?

on the first trading day of september, the major a-share indices fell, with the shanghai composite index closing down 1.1%, the latest point hitting a new low in nearly six months. the shenzhen component index and the chinext index fell 2.11% and 2.75% respectively.

on the market, more than 4,300 stocks were in the red.naike equipment, lexin medical, weige chuangxinthe decline was the largest. thematic sectors such as automotive chips, humanoid robots, cloud games, storage chips, ai mobile phones and pcs suffered heavy losses.

cell immunotherapy themes have a strong trend, concept stocksguanhao biotechnologyharvest 20cm daily limit,southhua biotech, zhongyuan xiehethe stocks with the largest increase includetailin bio, *st longjin, kaineng health, xiangxue pharmaceutical, youningweiwait.

dongpeng beverage's share price rose sharply against the market trend

dongpeng beveragetoday's opening rose sharply, and the intraday increase once exceeded 6%. the closing increase fell back to 4.65%, and the latest closing price was close to the highest point of the year. the a-share market value reached 95.414 billion yuan. so far, the stock has risen by 32.16% this year, far outperforming the shanghai composite index and the food and beverage index during the same period.

dongpeng beverageit is the leader in the domestic beverage industry, owning brands such as dongpeng special drink, booshuila, pengyou shangcha, dongpeng daka, vivi cocktail, haidao coconut, duohe duorun, etc. as of the end of june this year, the company has 2,982 distributor partners, and its sales network covers more than 3.6 million effective and active terminal stores across the country, an increase of 9.09% from the end of the previous year.

on august 31, the semi-annual report released by dongpeng beverage showed that the company achieved total operating revenue of 7.873 billion yuan in the first half of the year, a year-on-year increase of 44.19%; and achieved net profit attributable to shareholders of 1.731 billion yuan, a year-on-year increase of 56.17%; both revenue and net profit hit a record high for the same period since its listing.in terms of a single quarter, the company achieved a profit of 1.067 billion yuan in the second quarter, which has been a consecutive quarter-on-quarter increase.

profits of over 150 companies continue to improve

the disclosure of a-share semi-annual reports has come to an end, and several companies have emerged with their performance continuing to improve on a month-on-month basis.

according to the securities times databao statistics, from the second quarter forward, there are more than 1,500 companies whose net profit increased for more than two consecutive quarters. overall, the quarter-on-quarter growth in performance is related to the following four factors:

1. as the global economy gradually recovers, market demand in some industries has picked up, driving the growth of performance of related listed companies.

2. some companies have effectively controlled costs and increased profit margins by optimizing production processes, reducing raw material costs and other measures.

3. with the rapid development of science and technology, product innovation is the key factor to promote performance growth. many companies meet market demand by developing new products and improving existing products, thereby achieving performance improvement.

4. the government’s support policies for certain industries, such as tax incentives and financial subsidies, also provide strong support for the performance growth of related listed companies.

according to databao statistics, among the companies whose performance improved month-on-month, 151 companies had net profits exceeding rmb 100 million in the first half of the year and set a new record for the same period, and the net profit growth rate exceeded 20%. the net profits of five companies increased month-on-month for six consecutive quarters, namelyxiechuang data, nanxin technology,twinings biotech, linglong tire, bailong innovation park

among these 151 companies, the company with the highest net profit growth in the first half of the year isadvanced technology, achieving a net profit of 130 million yuan, a year-on-year increase of 21.62 times. during the reporting period, the company continued to promote the management concept of "reducing costs and increasing efficiency", continuously optimized the personnel structure, strengthened personnel management, improved production efficiency, increased per capita output value, and reduced costs. with the increase in the proportion of overseas orders, the company's integration of production capacity resources and in-depth promotion of refined management, the gross profit margin has increased compared with the previous year.

net profit growth ranked secondzhengdan sharesit is closely related to the recovery of the industry. in the first half of this year, the company achieved a net profit of 286 million yuan, a year-on-year increase of 10.16 times. during the reporting period, due to the unstable supply and tight supply of overseas tma (trimellitic anhydride) manufacturers, the overseas market's demand for chinese tma increased significantly, so the sales volume and price of the company's main product tma increased significantly; with the continuous release of the company's tma and totm (trioctyl trimellitate) production capacity, the scale effect gradually emerged, and the cost rate dropped significantly.

in addition, the net profit growth rate also has the highestst shengtun, darui electronics, hepalink, great wall motors, jucan optoelectronicswait.

oversold + low p/e ratio

sustained high growth stocks are released

judging from the performance of the secondary market, the overall stock price trend of these companies with high growth and continuous improvement in performance is strong. according to databao statistics, as of the close of september 2, the average stock price of these companies has fallen by 0.02% this year, outperforming the shanghai composite index by more than 5 percentage points during the same period. the top five stock price increases are:zhengdan co., ltd., xinyisheng, shenghong technology, jiayou international, lingrui pharmaceuticals

33 companies have seen their share prices fall by more than 20% so far this year, includingsunshine novo, haomei new materials, jiejiawei chuang, baiyang pharmaceutical, tuopu groupwait.

from the perspective of valuation, calculated based on the price-to-earnings ratio of the latest closing price, the rolling price-to-earnings ratio of 26 companies is less than 30 times.

jecthe rolling p/e ratio is 7.38 times, ranking the lowest. the company achieved a net profit of 1.226 billion yuan in the first half of this year, a year-on-year increase of 63.15%. during the reporting period, the company strengthened technological innovation and new product research and development in various high-efficiency technology routes such as photovoltaic topcon, hjt, xbc, perovskite and perovskite stacking, and in the semiconductor field, and continuously developed new profitable products. with the large-scale expansion of the industry and the acceleration of technological iteration, the company's orders continue to grow.