Top Three Students Of Listed Companies Gather

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 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.

From the industry sector, unlike previous years, the chemical sector showed the first half of this year. The net profit of Shandong Haihua after 2015 was increased by about 1400% over the same period last year, ranking second in the growth rankings. 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, Heng Yi Petrochemical said that in the first half of 2015, with the low level of crude oil prices stabilized,

The relationship between supply and demand is improving, and polyester fiber products continue to recover in the second half of 2014. The prices of Petrochemical Fiber products tend to be stable, and the gross profit margin of products has recovered.

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The above "top students" also cover large consumption, electrical and mechanical equipment and other sectors.

Among them, the big consumption includes medicine and biology, such as wo Hua medicine, fawson pharmaceuticals, food and beverages, old white wine, food and so on.

Lukang science and technology, leisure entertainment, Songcheng performing arts, etc.

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.

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, pportation, 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.