Half Year Top Students Include Textile And Garment Sector.

　　 Top three students of textile and apparel listed companies gather

　　 The big consumption includes Textile and clothing Plate.

By the end of August, when the semi annual report was about to peak, what was the first round of the "mid-term exam" of listed companies? According to statistics, 65 of the 345 companies that had reported half a year were excluded from this year's common stock market, and their performance growth rate was still over 50%. These top students were mainly concentrated in three major sectors, such as big consumption, electrical and mechanical equipment, chemical industry, etc.

Further, in the top shareholder list of the top students, the social security fund has reached 14 companies in the two quarter, many of which have double guarantees of "performance plus catalyst". "After the experience of deleveraging, the concept of speculation was purely speculative. Individual stock It will no longer be sought after by the market, and the market preference will turn to those listed companies with substantial performance support and stock price catalysts, a large brokerage researcher pointed out.

　　 Consumption, chemical and electrical recovery

According to the Shanghai daily information statistics, as of August 6th, 345 companies in Shanghai and Shenzhen two have disclosed semi annual reports in 2015. The first half of these companies achieved a total operating income of 526 billion 85 million yuan, creating a net profit of 43 billion 976 million yuan, and the comparable data caliber increased by 7.14% and 31.63% respectively over the same period last year.

It is noteworthy that 65 of the 345 companies are still strong after deducting non profit growth, up 50% over the same period last year, accounting for nearly 20% of the semi annual reports.

In terms of individual companies, the performance growth of Jinlong shares has been "top of the list". The net profit of the company in 2015 was increased by about 2100%, but the main reason for the company's growth was a smaller base in the same period last year.

from Industry sector Look, unlike the previous years, the chemical sector showed the best performance in the first half of this year. The net profit of Shandong Haihua after 2015 was up by 1400%, ranking second in the growth list. In addition, the net profit growth of Hengyi petrochemical, Yuan Li shares and Yongtai technology was over 300%.

The growth of chemical enterprises mainly stems from the boom of the industry. For example, Haihua of Shandong said that the company's performance was mainly due to the increase in soda sales of the leading products compared with the same period last year, and the purchasing cost of some raw materials was considerably lower than that of the same period last year. For example, Hengyi Petrochemical said that in the first half of 2015, with the stabilization of the low price of crude oil, the improvement of PTA supply and demand, and the continuation of polyester fiber products in the second half of 2014, the prices of Petrochemical Fiber Products tended to be stable, and the gross profit margin of products increased.

In addition to chemical industry, the above "top students" also cover large consumption, electrical and mechanical equipment and other sectors. Among them, the big consumption includes medicine and biology of Wo Hua medicine, fawson pharmaceuticals, food and beverage of old dry wine, food and so on, Lukang textile technology and so on, leisure services Songcheng performing arts. The fast growth of large consumer companies also stems from the industry boom. For instance, the company's performance is mainly due to a rise in sales revenue and gross profit margin compared with the same period last year. Howard medical said that the growth of its performance stems from the sales market of the company's leading product Xin Shu Shu, which is becoming mature and promoting sustained revenue growth.

In addition, in the electrical and mechanical equipment industry, Heng Shun Zhong Sheng, Dongfang Risheng, Hongyu new materials and other companies achieved rapid growth in their performance. They benefit from the dividend policy, such as Hongyu new material, one of the main reasons for the company's net profit increase is "taking the east side of the road" to step up the development of the international market, and successfully achieve the sales promotion of overseas markets.

　　 Agencies favor "performance plus catalyst" double insurance

On the other hand, from the list of shareholders, as a social security fund based on the concept of "value investment, long-term investment and responsible investment", 20 companies have been stationed in the 65 companies, of which 14 are mainly in the two quarter.

Taking old white wine as an example, as of June 30th, the total number of the top ten tradable shares was five new institutions, including 105 social security portfolios holding 1 million 951 thousand and 800 shares, and 107 social insurance portfolios holding 2 million 339 thousand and 600 shares. At the same time, 107 portfolios of social security increased 1 million shares to 5 million shares.

The social security fund and other institutions "take a look at" old white wine is not a vacant trend, a number of brokerage research report pointed out that the company's future point of view is along with product upgrading, extensive mergers and acquisitions are expected to enhance the elasticity of performance, on the other hand, with the "mixed change" catalyst to cash in, the company's incentive mechanism is expected to drive efficiency improvement.

In addition, Sai fan shares with double guarantees of "recombined catalyst + growth" have also been favored by the social security fund. Wind sail shares were planned for major suspension at the end of May. The major shareholder of the company, the shipyard heavy industry group, intends to integrate dynamic related assets and build a power business platform company based on the company. The company's latest semi annual report shows that the net profit in the first half of the year increased by nearly 60% compared with the same period last year. At the same time, in the two quarter, the social security fund and the rich country fund set up their positions in large numbers.

Obviously, the social security fund favors these companies. Performance + catalyst Double guarantee, which also indicates the direction of investment in the future. "After experiencing a drop in leverage, stocks that were hyped up before the concept will no longer be sought after by the market, and market preferences will turn to those listed companies with substantial performance support and stock price catalysts," a large brokerage researcher pointed out.

Reporters noted that the recent issuance of research reports of securities companies have also turned to this strategy mode. For example, Qilu Securities research report pointed out that the keynote of investment in August is to grasp the "performance plus catalyst", which exceeds the expected performance of the semi annual report, including utilities, transportation, medicine and biology, etc., and the clear theme of the stock price catalyst is state-owned enterprise reform, military industry, infrastructure construction and high-end equipment manufacturing in 13th Five-Year.