September 7 Chuanfa Dragon Python up and down analysis: phosphorus chemical, fertilizer, lithium iron phosphate concept hot stocks

Securities Star Data Center News, Chuanfa Dragon Python up and down closed, closing price of 15.81 yuan. The stock rose at 13:00, did not open the limit, and the closing order was 87.0203 million yuan, accounting for 0.42% of its circulating market value.

In terms of capital flow data, the net inflow of main funds on the day was 185 million yuan, the net inflow of floating funds was 188 million yuan, and the net outflow of retail funds was 117 million yuan. A list of capital flows in the past 5 days can be found in the following table:

The stock is phosphorus chemical, fertilizer, lithium iron phosphate concept hot stocks, the phosphorus chemical concept rose 6.66%, fertilizer concept rose 4.27%, lithium iron phosphate concept rose 3.32%.

The investment logic of the stock is as follows:

1, chemical fertilizer varieties are mainly phosphate fertilizer, compound fertilizer, with fertilizer grade monoammonium phosphate production capacity of 600,000 tons / year, compound fertilizer production capacity of 1 million tons / year; the main customers include New Hope Liuhe, Dabeinong, Wen's shares, Haida Group and other well-known enterprises; in 20 years, phosphorus chemical - compound fertilizer income of 1.05 billion yuan, fertilizer grade phosphoric acid - ammonium income of 1.030 billion yuan, the total revenue accounted for 40.16%

2. The company is the largest industrial ammonium phosphate production enterprise in China, and the company's industrial ammonium phosphate has been sold as a precursor raw material for lithium iron phosphate battery cathode materials

3, the world's largest production and sales is also the largest domestic export volume of industrial grade monoammonium phosphate production enterprises, export volume of more than 50% of the total domestic exports; the company currently in the national market share of the first industrial grade monoammonium phosphate and feed grade dibasic calcium phosphate as the core products, with industrial grade monoammonium phosphate production capacity of 400,000 tons / year, feed grade calcium phosphate production capacity of 550,000 tons / year, phosphogypsum production capacity of 2 million tons / year; the company's Xiangyang base Baizhu phosphorus ore annual output of 1 million tons of phosphate ore production scale has been basically completed The mine acceptance is underway, and the surplus part of the phosphate rock products will be sold to the outside world after reaching production; the revenue of phosphorus chemical industry in 20 years is 4.117 billion yuan, accounting for 79.49% of the revenue.

From the perspective of financial situation, Chuanfa Lomon 2021 interim report shows that the company's main revenue is 3.052 billion yuan, up 24.56% year-on-year; net profit attributable to the mother is 689 million yuan, up 645.61% year-on-year; deducting non-net profit of 305 million yuan, up 245.67% year-on-year; debt ratio is 26.16%, investment income is 1.3865 million yuan, financial expenses are 12.2875 million yuan, and gross profit margin is 19.13%.

The Securities Star Valuation Analysis Tool shows that the stock is rated 2.5 stars for good companies, 1 star for good prices, and 2 stars for valuation.

Disclaimer: The relevant content is based on public big data analysis and does not constitute investment advice, the stock market is risky, and investment should be cautious.