A-share hot topics accelerated rotation, some high-growth stocks to obtain financing funds to continue to increase positions.

The popularity of travel continues to heat up.

Tourism stocks broke out ahead of schedule.

On April 22, the A-share market index fluctuated in a narrow range, while the Shanghai Composite Index closed down 0.Crashkirby.67%. The flying car theme, which continued to be popular last week, dropped sharply today. Jianxin shares, Shuangyi Technology and Shangluo Electronics fell by more than 12%, Wanfeng Aowei (rights protection) fell by the limit, and Wolong Electric Drive, Shanhe Intelligence and Prince's new materials fell by more than 8%.

In the afternoon, A-share tourism plate suddenly broke out, a number of concept stocks pulled up rapidly. Zhangjiajie stock price directly from green to red, less than 10 minutes was pulled up to the limit board.

By the close, Golden Horse Amusement was up 11%.Crashkirby.15%, Dalian Shengya rose by the daily limit, Xi'an Tourism, Guilin Tourism, Lingnan Holdings, Huangshan Tourism, Qujiang Culture Travel and so on rose by more than 3%.

On the news side, as the May Day holiday approaches, the popularity of travel continues to heat up. According to Ctrip data, the popularity of May Day tourism this year has steadily increased on the basis of last year's high, and the popularity of domestic hotel and air ticket search has increased compared with the same period last year. During the May Day period, medium-and long-distance tourism became dominant, and domestic long-distance travel orders were occupied.Crashkirby56% of the total.

Qunar data show that since April 6, air ticket bookings in popular cities during the May Day holiday have increased rapidly, with daily bookings exceeding that of the same period in 2023, and the number of passengers during the May Day holiday is expected to reach a new high. From the perspective of travel structure, the long-term travel and sinking market is expected to be structurally dominant.

The latest list of continuously increased positions of financing funds.

In stock market trading, financing trading is a common means of investment, which allows investors to borrow funds to buy and sell stocks in order to obtain higher returns. When investors carry out continuous financing to increase their positions in a stock, it usually means that they have strong confidence in the future development of the stock.

According to Securities Times data Bao statistics, as of last Friday (April 19), according to the weekly calculation, there are 94 stocks whose financing funds have been increased for more than 5 weeks. From the industry point of view, these stocks are mainly distributed in medicine and biology, power equipment, computers, national defense military industry, basic chemical industry.

The longest continuous increase period is Shuoshi Biology, which has obtained financing net purchase for 13 consecutive weeks, during which the net purchase amount is 159 million yuan. The company was listed in 2019, specializing in in vitro diagnostic reagents, supporting testing equipment and other business. From 2019 to 2022, the company's revenue and net profit continued to grow high, but its operating results changed in 2023. According to the company's performance KuaiBao, due to the sharp decline in demand for COVID-19-related products and services in 2023, the related business income dropped sharply compared with the same period last year, resulting in a year-on-year decline in the company's net profit, with a net profit loss of 384 million yuan for the whole year.

Mai de Medical received net financing purchases for 10 consecutive weeks, with a net purchase of 52 million yuan during that period. According to the performance of KuaiBao, the company achieved a net profit of 103 million yuan in 2023, an increase of 54.24% over the same period last year. During the reporting period, new products such as glass pre-filling and sealing syringe cleaning silicified packaging machine, glass pre-filling syringe needle insertion machine, disposable injection pen pre-assembly stack machine and other new products were sold during the reporting period. Dialyzer automatic assembly line, disposable infusion automatic assembly machine, disposable infusion device winding packaging machine and other products increased year-on-year.

The stocks with a long continuous increase period of financing funds include Su trial, Western Mining, Guotai Junan, July 12, Kewell and so on.

High growth + low earnings ratio stocks come out

From the perspective of performance data, according to the 2023 annual report, performance KuaiBao and the lower limit of forecast net profit, among the stocks with continuous increase of financing funds, 34 shares' net profit increased or turned into profit in 2023 compared with the same period last year. Jiangsu Guoxin, Freda, Alex, Jianlang hardware, Cofco Sugar and other net profit growth is at the top.

The highest growth rate of net profit is Jiangsu Guoxin, which achieved net profit of 1.87 billion yuan in 2023, an increase of 30.14 times over the same period last year. The main reasons for the performance growth include: the price of the coal market has fallen, the marginal income of the coal power business has increased, while the energy sector has strictly controlled costs, continued to improve quality and efficiency, and achieved substantial growth in performance.CrashkirbyThe company's financial sector has developed steadily, its income has continued to grow, and its profit contribution has been further enhanced.

The net profits of the four shares of the first Travel Hotel, Century Huatong (rights protection), Jilin chemical fiber and tea technology are in a state of reversal of losses. Take the first Travel Hotel as an example, the company achieved a net profit of 795 million yuan in 2023, turning a loss into a profit compared with the same period last year. During the reporting period, with the steady improvement of the macro-economy, the demand for business travel gradually recovered. In the first half of the year, the company seized the opportunity of rapid recovery of the hotel market and achieved a substantial turnround from losses to profits compared with the same period last year; in the third quarter, with the upsurge in domestic leisure tourism demand, the company seized the opportunity of the peak summer sales season and took various measures to improve hotel profitability; entering the traditional off-season in the fourth quarter, the company continued to improve quality and efficiency to promote operation, and hotel RevPAR recovered steadily.

Of the 34 high-growth stocks, 20 had rolling price-to-earnings ratios of less than 30 times as of April 22. The rolling price-to-earnings ratio of 7 shares is less than 20 times, respectively, Stanley, China Merchants Shekou, Zhongman Petroleum, Northern International, Cofco Sugar, Jiangsu Guoxin, Mingyang Science and Technology.

Stanley ranks lowest at 10.21 times rolling earnings. In 2023, the company's total operating income approached 10 billion yuan, an increase of 10.54% over the same period last year, and a net profit of 701 million yuan, an increase of 58.94% over the same period last year. Compared with the past, the company's revenue scale and net profit have reached record highs.

Disclaimer: all the information content of Databao does not constitute investment advice, the stock market is risky, investment should be cautious.

(article source: Databao)