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9月22日国电南自涨停分析:电改,风电,特高压概念热股

Analysis of South self-limit of Guodian on September 22: power reform, wind power, UHV concept hot stocks

證券之星 ·  Sep 22, 2021 03:11

Securities Star data Center News, Guodian South since the limit closed, closing price 9.32 yuan. The stock rose by the limit at 13:00, opening the limit once, and closing the order with a capital of 19.7966 million yuan, accounting for 0.31% of its current market value.

In terms of capital flow data, the net inflow of main funds on the same day was 83.7236 million yuan, the net inflow of hot capital was 66.9109 million yuan, and the net outflow of retail funds was 42.5115 million yuan. The flow of funds in the past five days is shown in the following table:

The stock is electricity reform, wind power, UHV concept hot stocks, the same day power reform concept rose 6.65%, wind power concept rose 5.45%, UHV concept rose 4.06%.

The investment logic of the stock is as follows:

1. The forerunner in the field of electric power automation in China has won the bid for a number of key projects such as Weifang, Linyi, Zaozhuang, Heze and Shijiazhuang 1000kV UHV AC power transmission and transformation project.

2. The company is mainly engaged in photovoltaic power generation EPC general contracting, wind power EPC general contracting, booster station EPC general contracting and comprehensive energy general contracting business; winning the bid and implementing Huadian Chizhou wind power project and Huadian Fengjie wind power PC general contracting project in the field of wind power

3. Central enterprises, the actual control is Huadian Group, which is mainly engaged in power transmission and transformation equipment, the former State Power Company Nanjing Electric Power Automation equipment General Factory, and the controlling shareholder, State Power Company Nanjing Electric Power Automation equipment General Factory.

From the perspective of financial situation, Guodian Nanzi 2021 China report showed that the company's main income was 2.138 billion yuan, up 44.57% from the same period last year; net profit from home was-79.3692 million yuan, up 38.57% from the same period last year; deducting non-net profit from-83.366 million yuan, up 39.24% from the same period last year; debt ratio 62.0%, investment income 3.156 million yuan, financial expenses 17.5262 million yuan, gross profit margin 23.35%.

Securities Star valuation analysis tool shows that the stock has a good company rating of 2.5 stars, a good price rating of 1.5 stars, and a comprehensive valuation rating of 2 stars.

Disclaimer: the relevant content according to the public big data analysis, does not constitute investment advice, the stock market is risky, investment should be cautious.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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