口罩概念再遭資金爆炒,多股漲停
今日口罩概念板塊在盤中持續明顯異動拉昇,昌紅科技、北化股份、甘諮詢、再升科技、科大智能先後漲停,南興股份、華潤三九等跟漲。截至收盤,有超過10只概念股漲幅在6%以上。
來源:同花順
其中,昌紅科技今早開盤小幅震盪後很快直線封住漲停,報價9.41元,同時甘諮詢早盤亦是直線漲停,報價13.07元。
值得一提的是,甘諮詢已經兩連板,昌紅科技也是3天2板。
在上述大漲的口罩股中,根據各公司發佈的一季度預報顯示,昌紅科技預計一季度淨利潤1374.22萬至1701.41萬元,同比增長5%至30%;北化股份預計盈利0至298.67萬元,同比下降50%至100%;科大智能預計虧損2200萬元至1700萬元。
已發佈一季度報告的公司中,魚躍醫療實現淨利潤3.83億,同比增長55.1%;道恩股份6939.89萬元,同比增長91.60%;普利特5237.45萬元,同比增長112.01%。
口罩概念股已經在風口上飛了很長一段時間了,今年以來,概念股中近7成累計錄得上漲,14只股票漲幅超過70%,玉禾田、道恩股份、英科醫療、延江股份4只股票漲幅超2倍,其中玉禾田更是達到了285%的驚人增長。
來源:同花順
另外,年後口罩概念股遭“哄搶”也體現在漲停板數量上,春節至今,有35只概念股錄得5個漲停以上,其中道恩股份以21個漲停居於首位,延江股份20個,泰達股份和振德醫療均為17個。
信達證券認為,國內口罩緊張將逐步緩解,海外需求階段性增加,中期行業競爭壓力較大對國內外口罩的需求進行測算,在疫情防控狀態下,預計國內口罩供需將在一段時期內處於緊平衡狀態;而國外口罩供給則將在短期內出現較大缺口,國內相關企業有望出口部分口罩及原料。但是未來隨着各國政府和企業持續新增口罩產能,整體行業將面臨較大的產能過剩壓力。
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