The company estimates that the company's performance in the third quarter may still be a loss, but the loss will continue to decrease compared with the same period last year and the middle of this year.
Investment Highlights:
1. The company's "Swan" brand viscose filament has been recognized as a well-known trademark in China by the State Administration for Industry and Commerce. As an important raw material in the textile and weaving industry, "Swan" brand viscose filament occupies a considerable share in the domestic and foreign markets due to its inherent excellent quality and brand effect, with annual export volume accounting for one-third of the annual output.
2. The company holds 60 million shares of Changjiang Securities Co., Ltd. with an investment of 67.2 million yuan, accounting for 3% of the company’s total shares.
Risk warning: In the export market, the United States has adopted quota restrictions on three types of Chinese textiles, which has affected the export of downstream products and adversely affected the digestion of viscose filament.
Investment advice: Hold a huge amount of equity in Changjiang Securities, and also hold 800,000 legal person shares in another local listed company, G Tianwei. Once cashed out, it is expected to make huge profits. It is recommended to continue to hold this stock. The first reference target is 2.5 yuan. Related sectors: Financial concept of equity participation, low-price concept
G Swan (000687) holds a huge amount of equity in Changjiang Securities, and Changjiang Securities is huge and powerful. Especially in the process of continuous development of financial innovation, Changjiang Securities This large comprehensive securities firm is expected to gain more profit channels and opportunities. As one of the lowest-priced securities stocks in the two cities, G Swan has huge upside potential in the future. The company also holds 800,000 legal person shares in G Tianwei, another local listed company. Once cashed out, the company will make huge profits. The company is one of the leading chemical fiber companies in my country, and its leading product "Swan" brand viscose filament occupies a large domestic market share. At the same time, as the largest viscose filament production base in Asia and the largest and most advanced Lyocell fiber manufacturer in my country, the company has broad room for future growth in an environment where product prices are rising and supply exceeds demand. Especially with the Olympic Games opening soon, companies near Kyoto are expected to see huge business opportunities, and the company will benefit greatly from this. The company has worked closely with Tsinghua University and other scientific research institutions to develop the QB-2 centrifugal spindle, a new environmentally friendly and energy-saving product. Compared with the imitation German centrifugal spindle currently used in semi-continuous spinning machines, the new product is more energy-saving and efficient. Significantly, the efficient utilization of energy has been achieved, generating high economic benefits and at the same time enhancing the company's core competitiveness.
Observing the company's share reform process, we can find that the major shareholders have proposed a share reform plan for additional consideration, that is, if the company does not turn around losses, it will give additional shares to circulating shareholders, which shows that the major shareholders are quite optimistic about the company's prospects. In addition, the securities firms in which the company has a stake will also change the situation of continuous losses that have dragged down the company's performance, and are expected to bring huge profits to the company. At the same time, the listed company G Tianwei in which the company has a stake will also bring greater investment income to the company. Therefore, the company's performance this year is expected to reach an inflection point, and the room for stock price growth is extremely broad. The current share price of the stock is just over 2 yuan, which is lower than the net assets per share. The stock fell irrationally as the market fell. In the past two trading days, the stock has continuously counterattacked with the Zhongyang line. There are obvious signs of stopping the decline and stabilizing. It is now a good time to buy.