The market continues the large rebound before the Spring Festival holiday this week, and the Shanghai index recovers 3000 points.As of the close of Friday, the Shanghai Index rose 4.85%a week to close at 3004.88 points; the Shenzhen Stock Exchange Index rose 2.82%a week to close at 9069.42 points; the GEM index rose 1.81%a week to close at 1758.19 points.In terms of the trend of brokerage researchers, Nancai Investment Research Data shows that brokerage researchers have "re -evaluated" 67 companies in the week; from the perspective of the target price of the stock price, among the companies with specific target prices, 40 companies are given to the specific target price.The target price given by the closing price is more than 30%of the target price.
The biggest target price space is Vanke A (000002), Researcher Xie Haoyu published on February 20 entitled "Vanke A: Looking forward to dawn Ming Dawn》 In January 2024, Vanke Business Performance Research News reported that, given that the company has focused on high -energy core cities, and the chairman of the Shenzhen Railway is the vice chairman of the companys board of directors.The target price is 25.4 yuan.Based on the companys latest closing price of 10.2 yuan, Vanke A still has 149.02%of the room for rising.
Previously, Vanke released sales in January 2024 and recent new project briefing shows that in January 2024, Vanke realized the contract sales area of 1.254 million square meters in January 2024, and the contract sales amount was 19.45 billion yuanEssenceIn January, Vanke added three new development projects, which are located in Yinchuan, Kunming and Guiyang. Vankes equity building area is about 197,000 square meters, and the equity price is 930 million yuan.Vanke has two new logistics real estate projects, which are located in Foshan and Jinan, and the equity price is 169 million yuan.
In the same way, the target price of the target price exceeds 1 times.Guotai Junan Securities researcher Yue Xin published on February 19th that "China Merchants South Oil: Supply and Demand has exceeded thresholds, and will be welcomed to lay out good opportunities" stating that the utilization rate of refined oil transportation capacity may have exceeded thresholds, and the light season continues to be profitable.The profit center rises significantly.It is expected that supply and demand will continue to improve in the next few years, and the rising and continuous prosperity will continue to exceed expectations.The marginal impact of the situation of the Red Sea situation or gradually decreases. It will welcomes a good opportunity to maintain the target price of 7.37 yuan.Based on the current closing price of 3.14 yuan, the stock price still has 134.71%of space.
"2023 Global Refinery East Movement War, panic, grab the transportation of oil, ensure the increase in demand for refined oil transportation, and drive the production capacity of the refined oil transportation market significantly compared with 2019. MRTCEFollowing the Atlantic route in November 2023, the high expectations soared, a new high in the year; in January 2024, the New Australian route continued to rise to nearly 45,000 US dollars/day, a new year high.The threshold, the freight center has risen and the freight price is sufficiently elastic. "The above research report pointed out.
The research report also expects that supply and demand will continue to improve in the next few years, and the rising and continuous rising prosperity will exceed expectations.Demand: Europe, the United States, Australia, etc. will continue to permanently shut down some refineries, while the global refinery production capacity is concentrated in the Middle East/India/China.At the same time, Europe and the United States sanctions on oil trade in Russia are increasingly stricter.The eastward movement and trade restructuring of the refinery is expected to continue to increase cross -regional trade and vanity.Supply: MR has a limited order in hand, and the willingness to place orders for shipowners has declined.The rigorous aging and environmental supervision of the fleet will restrict the supply of elasticity. The rigorous sanctions of the shadow fleet will also accelerate the disassembly of the old ship.
"The company has 30 its own MR ship, and estimates that TCE will increase its net profit nearly 600 million yuan per liter of $ 10,000. Since December 2023, the situation in the Red Sea is gradually upgraded.High or helping off -season performance is more importantly to verify that the capacity utilization rate has exceeded the threshold again. Considering that the continuity of disturbance is difficult to study, it does not affect our expectations of the 2024 transportation price center. The marginal impact of the situation in the Red Sea situation will gradually decrease, and the opportunity for layout will be welcomed."Research report said.
In addition, Dabei Nong (002385), Zhenjiang (603507), Huaxia Ophthalmology (301267), Taihe New Materials (002254), Huahong Technology (002645), Probosure Shares(002458), Lianlong (300596), Zhixiang Jintai (688443), Jinshiyuan (603369), Hua Kaisai (300592), Stone Technology (688169) are considered more than 50 % of the space.
Stocks with more than 30%of the target price of the closing price agency
This article is a news report that it does not constitute investment suggestions, the stock market has risks, and investment needs to be cautious.
