口罩概念再遭资金爆炒,多股涨停
今日口罩概念板块在盘中持续明显异动拉升,昌红科技、北化股份、甘咨询、再升科技、科大智能先后涨停,南兴股份、华润三九等跟涨。截至收盘,有超过10只概念股涨幅在6%以上。
来源:同花顺
其中,昌红科技今早开盘小幅震荡后很快直线封住涨停,报价9.41元,同时甘咨询早盘亦是直线涨停,报价13.07元。
值得一提的是,甘咨询已经两连板,昌红科技也是3天2板。
在上述大涨的口罩股中,根据各公司发布的一季度预报显示,昌红科技预计一季度净利润1374.22万至1701.41万元,同比增长5%至30%;北化股份预计盈利0至298.67万元,同比下降50%至100%;科大智能预计亏损2200万元至1700万元。
已发布一季度报告的公司中,鱼跃医疗实现净利润3.83亿,同比增长55.1%;道恩股份6939.89万元,同比增长91.60%;普利特5237.45万元,同比增长112.01%。
口罩概念股已经在风口上飞了很长一段时间了,今年以来,概念股中近7成累计录得上涨,14只股票涨幅超过70%,玉禾田、道恩股份、英科医疗、延江股份4只股票涨幅超2倍,其中玉禾田更是达到了285%的惊人增长。
来源:同花顺
另外,年后口罩概念股遭“哄抢”也体现在涨停板数量上,春节至今,有35只概念股录得5个涨停以上,其中道恩股份以21个涨停居于首位,延江股份20个,泰达股份和振德医疗均为17个。
信达证券认为,国内口罩紧张将逐步缓解,海外需求阶段性增加,中期行业竞争压力较大对国内外口罩的需求进行测算,在疫情防控状态下,预计国内口罩供需将在一段时期内处于紧平衡状态;而国外口罩供给则将在短期内出现较大缺口,国内相关企业有望出口部分口罩及原料。但是未来随着各国政府和企业持续新增口罩产能,整体行业将面临较大的产能过剩压力。
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