The 2021 A-share market ended today, with the Shanghai index rising 4.80% in this year, and the ChiNext index performing as much as 12.02%.
From the perspective of individual stocks, the performance of bull and bear stocks in 2021 is still slightly inferior to that of 2020, and the 2020 stock Wang Yingke Medical (300677) has risen by nearly 1500%. This year's annual stock Wang Deye (605117) rose by about 611%, if you exclude the new stocks and sub-new stocks listed this year, the stock King Hubei Yihua (000422) rose by only 566%.
Specifically, in 2021, Wang Deye shares rose by 611%, Hubei Yihua ranked second with a 566% increase, and China Ceramic Electronics (003031) followed with a 550% increase, and the above three stocks are also the only three stocks in the 2021 range that have risen by more than 500%.
Lianchuang Shares (300343), Sente Shares (603098), Jiangte Electric (002176), Jiuan Medical (002432), *ST Dexin (603032), and Zangge Mining (000408) rose by more than 400% in 2021, and finally Southern Grid Energy (003035) entered the top ten stocks in 2021 with an annual increase of 397%.
Among the top ten stocks, compared with the photovoltaic industry in 2020, there are many bull stocks in the top ten in 2021 that are related to the lithium battery industry, of which Lianchuang shares belong to the lithium battery material concept, Jiangte motor belongs to the lithium mine concept, *ST Dexin belongs to the lithium battery equipment concept, and Zangge Mining belongs to the salt lake lithium extraction concept.
2021 annual new energy vehicles, lithium batteries are undoubtedly this year's well-deserved annual hot words, the price of lithium iron phosphate in January this year is 37,000 yuan / ton, the recent price has exceeded 99,000 yuan / ton, the annual rise of more than 160%, the price hit a record high in 3 years. According to statistics, the production capacity of lithium iron phosphate in 2020 is 320,000 tons, and by December 2021, the production capacity of lithium iron phosphate is estimated to reach 920,000 tons, and the production capacity is also doubling.
With the sudden development of new energy vehicles, the installed capacity of lithium iron phosphate batteries has been continuously improved, and its installed capacity has exceeded that of ternary batteries. With many car companies represented by Tesla choosing lithium iron phosphate batteries for matching, it is expected that China's lithium iron phosphate installed capacity will account for 60% in 2025; and overseas will also reach 20%, and it is expected that the global medium- and long-term penetration rate of lithium iron phosphate is expected to reach 35%. It is foreseeable that lithium iron phosphate batteries with cost, stability and safety advantages will be favored by all parties for a long time.
The A-share decline list in 2021 is different from 2020, and the situation of ST stocks dominating the list no longer exists. Nine of the top ten bear stocks in 2020 are ST stocks, while ST stocks and non-ST stocks account for half of the top ten bear stocks in 2021. Zhonggong Education (002607) ranked first with a 78% decline, Huaxia Happiness (600340), ST Kaile (600260) fell by more than 70% and ranked second and third, in addition to the remaining *ST Yijian (600093), *ST King Kong (300064), Kangtai Medical (300869), Zhongzhu Shares (300526), ST Tianshan (300313), Xueda Education (000526), * ST Meishang (300495) fell by more than 60%.
Among them, among the top ten bear stocks, the two educational concept stocks of Zhonggong Education and Xueda Education ranked first and ninth respectively with a decline of 78% and 64%, respectively. Public education has been falling since February this year, and it has not stopped the downward trend until the end of the year.
In 2018, China Public Education successfully landed on the Shenzhen Stock Exchange through the backdoor Yaxia Automobile, becoming the first civil service examination training institution in A-shares, which can be described as unlimited scenery, and the total market value exceeded 260 billion yuan at the highest. However, since 2021, the performance of public education has been a big surprise, in the first three quarters of 2021, the revenue of public education in China was 6.3 billion yuan, a year-on-year decrease of 15.29%, a net loss of 890 million yuan, and a profit of 167.45% year-on-year.
Among them, one of the most questioned contents of China Public Education is its high refund. From January to September 2021, the company's refund amount was 12.397 billion yuan, and the refund rate was as high as 65.81%. The annual revenue of China Public Education in 2020 is only 11.2 billion. On the evening of December 16, China Public Education issued an announcement that it had received the "Notice of Case Filing" from the China Securities Regulatory Commission, and that it was formally filed by the China Securities Regulatory Commission for suspected violations of laws and regulations on failing to disclose the information disclosure of related party transactions in accordance with regulations.
Also having its stock price plummet by more than 70 percent is Huaxia Happiness, second only to China Public Education. Since 2021, due to the impact of the new crown epidemic and macro policy factors, housing enterprises have exploded intensively, and Huaxia Happiness is also one of them. In January 2021, Huaxia Happiness was unable to pay the principal and interest of the two maturities of the trust plan of Zhongrong Trust totaling 1.12 billion yuan, and was downgraded by Moody's, Fitch and other institutions. Subsequently, the phenomenon of debt default was unstoppable.
In addition, some stocks fell sharply due to the black swan event, on the evening of May 30 this year, China Submarine issued an announcement that it received the "Advance Notice of Administrative Penalties" issued by the Guangdong Supervision Bureau of the Securities Regulatory Commission on the 28th. The notice mentions that the case of suspected violations of laws and regulations on information disclosure has been investigated by the Guangdong Supervision Bureau of the CSRC. According to the announcement, due to the "three crimes" such as false records in the annual report, the Guangdong Securities Regulatory Bureau intends to impose a total penalty of 15.4 million yuan on China Submarine Shares and the actual controller Yang Zhizhi and others.