In advance or into the stock price pushing funds to the first quarter of potential performance waves

Near the end of the two quarter, the "interim report performance" concept to help push the broader market on the other catalyst. The reporter noted that in the announcement of the interim results of the company, nearly 20% listed companies issued earnings forecasts, which more to the June market to bring more vision. According to wind data, as of June 1, the A-share market has 585 listed companies announced the 2009 interim results, of which 141 companies in advance, compared with the same period last year, the forecast net profit growth of more than 50% of 55.　　Among them, the largest number of listed companies from the petrochemical sector, a total of 14, of which the increase of more than 100% of the Thunder Division 200%, St Ka Wah 170%, Jiangnan chemical 120%, daqing Hua branch 100%. The statistics also show that 23 listed companies are predicting a doubling of the interim results, including the stocks of Jinrongjie, Shenzhen Airport, and Goldwind in late March.　　The first quarter of the quarterly show, Bo time value growth holding Jinrongjie 76.8186 million shares, the Great Wall brand preferred to hold the Shenzhen airport 33.2309 million, Huaan Manulife holds goldwind 15.2 million shares, respectively, the top ten circulating shares of shareholders.　　And at the other end of the statistic, also has a number of listed companies issued a loss announcement, of which the losses of the champion for *st Tungsten, the expected net profit loss of 30 million yuan, down 7,895%, while the loss of the third one of the century Guanghua, Hechi Chemical Industry, the net profit year-on-year decline of about ―3047% and-3,000%.　　The first quarter of the fund to enter on the one hand, from the interim results of the company's shareholding situation, with the fund-led institutions for many performance concept stocks early in the first quarter began to Shefu.　　According to the Securities and Futures Commission industry classification, in the 141 listed companies, the largest number of enterprises belong to the manufacturing machinery and equipment instrumentation industry, a total of 27, of which 8 forecast net profit growth of more than 50%, most of the enterprises in 30%~40% between, Goldwind technology 220% in the first place. According to wind information statistics, Goldwind has been overweight in the first quarter by a number of funds, in the top ten circulating shareholders of the shares of 7 are public offering funds, a total of about 76.79 million shares in the first quarter, in the 7 funds, excluding the big into the preferred stock when the quarterly micro-minus 380,000 shares,　　The remaining funds are in the quarter or new into the stock or put up the shares, Huaan Manulife shares, China's advantage growth, Jia Real theme selection, Huaan strategy in the first quarter of this year a total increase in the shares of about 24.15 million shares. In this respect, Dongxing Securities analyst Zhouhongyu said that the Goldwind market performance is in direct proportion to the performance growth expectations. As the economic environment warms, the company's capacity is gradually released, The company's goal is to sell 1.5MW fan 1000 units (last year only 370), the year will be a number of production base into production, a substantial increase in income during the year is a foregone conclusion, but due to fierce competition in the industry led to a product price of 10% decline, while the price of raw materials this yearThe company's profit growth this year may be lagging relative to sales revenue.　　On the other hand, with the Goldwind such capacity release performance of the stock is different, part of the reported loss of the stock is the fund to dig the Dark Horse. For example, the "Hercynian concept" of Fujian cement, the largest interval since this year, 115%, and the stock of the report expected to achieve losses, net profit reached more than 15 million yuan, up from the same period last year, growth of about 218%.　　And in the first quarter of the stock of the top ten circulating shareholders, the bank Credit Suisse core value increase warehouse, the core growth of lion, the stock of new stocks into the shares. "However, the stock is actually the sale of the holding of the industrial bank stake to achieve the loss of China." "Beijing, an unnamed building materials analyst said, purely from the main industry, cement production of the main raw materials from the north to transfer, high cost, and the company cement production capacity is small, the proportion of new dry method is low, affecting the main business profits."　　But the unit in mid-May to reduce the 4.23 million shares of Societe Generale, although later this part of the shares back to the full, but through the sale of investment proceeds to achieve a loss. "The unit does not have a long-term investment value, but its financial assets in the hands of the profit regulator, can be used as a short fry in the institutional stock pool."　　"Analysts at a beijing-based fund company. Petrochemical, real estate, machinery linkage in accordance with the industry division, in the announcement of net profit increase in the company, from the petrochemical, real estate, machinery plate of the listed companies accounted for half, of which the petrochemical plate reached 14.　　Petrochemical double-hung Sinopec in the performance forecast forecast net profit growth of more than 50% in the medium term. John Pleven, executive director of Baode International investment adviser, told reporters that the recent resonance of the mainland stock market and oil price may just be a coincidence, after all, mainland China's stock market is not the same as the former Soviet stock market for oil prices as a whole, relative industrial structure is more dispersed.　　However, because the price of oil is usually regarded as one of the leading indicators of economic good, the current trend may reflect the people of oil prices, export growth and thus the economic overall recovery of the vision, led the market strong on the rush. Take the leading stock Sinopec as an example, at the end of the first quarter of this year, do not calculate the Social Security Fund, a total of five funds focused on China Petrochemical (including index funds), a total of about 232.49 million shares, accounting for a share of the proportion of about 1.81%.　　Among them, Yi Fang da ke Xun, long Shengtong became when the quarterly key shareholding list when Tigatson fund, in the quarter, respectively 20 million shares and 2.9 million shares.　　At the same time, the real estate sector also has a number of companies announced net profit semi-annual report, the announcement predicts the biggest increase is Jinrongjie 450%, followed by sunshine shares 200% and Guangdong macro far a100%. Take Jinrongjie as an example, the company announced that the 2009 medium-term net profit of 692 million-761.2 million yuan, year-on-year growth 400%-450%,wind information statistics show that the company in the first quarter of the end of the year before the top ten circulating shareholder seven are the fund.The maximum number of shares is the value of the increase, lion stock and lion balance, respectively, 76.819 million shares, 45.35 million shares and 43.7 million shares. According to the reporter's estimate, from January 5 to June 3 this year, Jinrongjie about 44%.　　After the announcement of the performance notice, Jinrongjie once up to 11.6 yuan year high, June 3, the stock of the latest closed at 11.14 Yuan. In this respect, the joint securities Real estate analyst Huangpeng to reporters that the substantial increase in corporate net profits is mainly attributable to changes in the accounting standards, as the rental property has been changed to the fair value, and the company's profits come mainly from the Financial Street Centre and the Tak Shing International Centre Block C, in accordance with the new accounting method for the revaluation of the property held, And through the data model for each share of net assets revaluation calculation, the conclusion is that the market price of stocks is lower than the value of 20%~30% per share revaluation, so also can explain the recent strong on the stock price.　　Looking to the future, the company in Jinrongjie West expansion project The probability of winning the land is greatest, may have a huge positive impact on the profits of the stock after several years. (intern reporter Tian Tian has contributed to this article)