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9月23日山鹰国际涨停分析:造纸,人民币升值受益概念热股

Analysis of the daily limit of Shanying International on September 23: papermaking, RMB appreciation benefits from the concept of hot stocks

證券之星 ·  Sep 23, 2021 03:12

Securities Star data Center News, the mountain eagle international trading closed, closing price 3.99 yuan. The stock rose by the daily limit at 09:42 and opened once, with a closing fund of 74.1791 million yuan, accounting for 0.4% of its current market value.

In terms of capital flow data, the net inflow of main funds on the same day was 151 million yuan, the net inflow of hot capital was 136 million yuan, and the net outflow of retail funds was 87.6437 million yuan. The flow of funds in the past five days is shown in the following table:

The stock is papermaking, RMB appreciation benefit concept hot stock, the same day paper concept rose 8.27%, RMB appreciation benefit concept rose 2.1%.

The investment logic of the stock is as follows:

1, box board corrugated + packaging industry chain leader, packaging paper industry third; July 2017 announced plans to buy 1.9 billion of the Nordic Paper Company Nordic 100% stake. 80% of the cost of the industry depends on pulp imports, and the appreciation of the RMB will reduce import costs.

2. The only paper group enterprise in China that integrates recycled fiber acquisition, packaging base paper production, cardboard, carton manufacturing and logistics. The company's industrial packaging paper production and sales ranks third in China, accounting for 9% of China's market share, 25% share in East China market, ranking first in the largest East China market, specialty paper has a leading market share in the world, and packaging sector sales rank second in China. Nordic Paper, a wholly-owned subsidiary, is the absolute leader in the European food-grade oil-proof paper market. The main products are all kinds of packaging base paper, newsprint, cardboard, cartons and other paper products of "Shanying Brand". By the end of 20 years, the annual output of papermaking business will reach 6 million tons; in 19 years, the sales of raw paper will be 4.7359 million tons, the sales of paper products will be 1.259 billion square meters, and the revenue of papermaking will be 16.702 billion yuan. 71.87% of revenue

In terms of financial situation, Shanying International 2021 reported that the company's main income was 15.199 billion yuan, up 54.68% from the same period last year; the net profit from its parent was 1.004 billion yuan, up 100.4% from the same period last year; deducting 719 million yuan from non-net profit, up 50.45% from the same period last year; debt ratio 63.09%, investment income 8.2932 million yuan, financial expenses 366 million yuan, gross profit 14.15%.

The Securities Star valuation analysis tool shows that the stock has a good company rating of 3 stars, a good price rating of 4 stars, and a comprehensive valuation rating of 3.5 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.

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