张梦珠出资7.25亿，增持方新霞的职位4.7亿。 仅作为辅助角色的TCL可以达到多高的水平？ _东方财富网

原标题：分会负责人砸掉7.25亿元以增加职位，方新霞4.7亿只能是配角，TCL可以走多远，创历史新高呢？

概要

[Theleaderofthechaptersmashed725milliontoincreasethepositionofFangXinxia470millionwhichcanonlybeasupportingroleandhowfarcanTCLgo?】ThedataontheDragonandTigerrankingsreleasedonthesamedayshowedthatGuotaiJunanSecuritiesShanghaiJiangsuRoadbought”TCLTechnology”asmuchas725millionyuanthecommonseatofthefamoushotmoneychapterleaderGuotaiJunanSecuritiesNingboanothercommonseatofthepreviousdayCaihongbeiRoadonceappearedontheTCLTechnologyDragonandTigerListwithapurchaseamountof172millionyuan(InterfaceNews)

January 13,TCL Technology(000100.SZ) once hit 9.45 yuan/share in the intraday market, and the stock price hit a record high again, and finally closed at 9.24 yuan/share. On the basis of the strong daily limit of the previous trading day, it closed up 7.44% again.

Announced that dayLonghubangThe data shows that the commonly used seats of the well-known hot money chapter leadersGuotai JunanSecurities Shanghai Jiangsu Road BuyTCL TechnologyUp to 725 million yuan, it is worth noting that the other common seat of the leader of the chapter the previous dayGuotai JunanSecurities Ningbo Caihong North Road once appearedTCL TechnologyOn the Long Tiger List, the purchase amount is 172 million yuan. In other words, in just 2 trading days, the leader of Zhang Meng bought nearly 900 million of the shares in total.

The leader of Zhang Meng is one of the top hot money in Jiangsu and Zhejiang. According to the interface news, it is found that even if it is often heavy warehouses, in just 2 trading days, nearly 900 million heavy warehouses are thrown to bet the same ticket. In the operation history of Zhang Meng It is also a rare “general”.

Zhang Mengzhu’s heavy attack also directly made Fang Xinxia, ​​who bought 470 million yuan of TCL technology in 2 days, “reduced to a supporting role.” Fang Xinxia is the top hot money of the same period as Mr. Zhao.

On January 12, Fang Xinxia’s usual seatsIndustrial SecuritiesShaanxi Branchthe companyRanked third among buyers on the TCL Technology Dragon and Tiger List, with a purchase amount of 291 million yuan. On January 13, the above seats continuedAdd warehouseTCL Technology is 179 million yuan, and the funds bought in the previous trading day also continue to be locked.

The two major hot money chapter leaders and Fang Xinxia also bought TCL technology heavily, mainly in semiconductor display and materials business.industryFinance andinvestmentSupplemented by business, has now become the global leader in LCD panelsenterprise。

The data shows that since the end of April 2020, TCL Technology’s stock price has begun to fluctuate all the way up. Recently, it has repeatedly hit historical highs. As of January 13, its latest closing price was compared to the low point at the end of April last year. The increase was as high as 135%. At the same time, the company’s latest round of share price rise began on December 30, 2020, and the increase has been close to 38% within 10 trading days.

TCL Technology is nearFuturesBehind the continued price increase is that LCD TV panels are in the longest and largest price increase cycle in history.

At the same time, in 2019Net profitYoYDecrease by 24.52% in the first three quarters of 2020Net profitIn the context of a year-on-year decrease of 21.42%, on the evening of January 11, TCL TechnologyannouncementIt is expected that the netprofit4.2 billion-4.46 billion yuan, a year-on-year increase of 60%-70%.

In fact, in addition to Zhang Lengzhu and Fang Xinxia, ​​TCL Technology has recently received othermarketFavor of well-known hot money.

Among them, the popular seats of the well-known hot money Shanghai ultra-short gangGuotai JunanSecurities Shanghai Xinzha Road appeared on the TCL Technology Dragon and Tiger List on January 13, with a purchase amount of 89,342,300 yuan.On the previous trading day, with a purchase amount of up to 332 million yuan, it ranked second among the buyers on the TCL Technology Dragon and Tiger List.Guotai JunanSecurities ShanghaiBranch office, It continued to buy the shares for RMB 58.885 million and sold RMB 175 million on January 13.

at the same time,Northward capitalTCL technology is also actively increasing. According to the data released on January 13th,Shenzhen Stock ConnectThe dedicated seats bought TCL Technology 2.726 billion yuan and sold 1.439 billion yuan within 3 trading days. Among them, 1.959 billion yuan was bought and 484 million yuan was sold on January 13.

In other words, the current leader of Zhang Leng, Fang Xinxia, ​​Shanghai Super Short Gang,Guotai JunanThe Shanghai branch and other well-known hot money in the four major markets mentioned above, as well as Beijing Capital, continue to hold TCL technology heavily. This also shows that the current investment value of TCL Technology has been unanimously recognized by various market funds.

After the market on January 13th, TCL Technology also reported good news again.Raw materialsAnd logisticscostRising, TCL plans to increase the prices of refrigerators, washing machines and freezers by 5%-15% starting from January 15.

How far can TCL Technology, which hit a record high on January 13, go?

　　Huatai SecuritiesRecently releasedResearch reportChina pointed out that taking into account the acceleration of panel price increases since the second half of 2020 and the merger of Zhonghuan Electronics from 4Q20ReportFor the impact of the scope, TCL Technology’s 20-22 revenue forecast is raised to 748.42/1121.57/1296.37 billion yuan, and the 20-22 net profit attributable to the parent is raised to 4.321/74.01/8.695 billion yuan. Refer to the 21-year consensus expected average value of 21.17 times PE of comparable companies and give the company a 21-year PE valuation of 21 times,aimsThe price is 11.08 yuan, and it is upgraded to a “buy” rating.

(Article source: Interface News)

(Editor in charge: younannan)