The market for technology stocks is still continuing.
The biggest news last weekend came from 360, a leading A-share Internet company.
On the evening of April 4th, 360 announced that the controller and chairman Zhou Hongyi and Hu Huan had negotiated amicably and had gone through the formalities of dissolving the marriage relationship. According to the "Divorce Agreement" signed by Zhou Hongyi and Hu Huan, Zhou Hongyi planned to directly hold the The company’s 447 million shares were divided into Hu Huan’s name, accounting for about 6.25% of 360’s total share capital. Based on 360’s closing price of 20.08 yuan per share on April 4, the market value of this part of the equity is about 8.967 billion yuan.
Affected by this news, the stock price of 360 opened sharply lower in early trading today, falling 4.38% at the opening, and fell to a low of 18.5 yuan in the session, a drop of nearly 8%. By the close of trading in the morning, the stock was at 19.29 yuan, down 3.93%. It is worth noting that the half-day turnover of the stock was as high as 7.86 billion yuan, nearly five times that of Kweichow Moutai this morning, which had a half-day turnover of 1.71 billion yuan.
The overall tech sector remains strong. By the close of trading at noon, technology sectors such as semiconductors, components, and communication equipment had soared by more than 2%; in terms of concepts, concepts such as optical modules, MCU chips, semiconductors, and memory soared by more than 4%. In terms of individual stocks, individual stocks such as Yuanjie Technology, Zhaolong Interconnect, and Hengxuan Technology have a daily limit of 20cm. In terms of leading stocks, Transsion Holdings rose by more than 13%, and individual stocks such as SMIC and Fii rose by more than 5%.
The main force continued to build positions, and the surge in shares was released
In the A-share market, the capital intention of the main force is the key factor that determines the rise and fall of the market. If there are main players who continue to collect chips, the market can be expected to rise. It may be advisable to investigate the intention of the main force from the perspective of the increase or decrease in the number of shareholders. Generally, if the number of shareholders continues to decline, the probability of the main force continuing to build positions is higher.
According to the calculations of Securities Times•Databao, 394 companies have released the latest number of shareholders as of March 31. Compared with previous periods, 56 shareholders have decreased by more than 3 periods in a row, and the number of shareholders has dropped by 14 periods at most. That is to say, the chips show a continuous trend of concentration.
Among the stocks with successive declines in the number of shareholders, Northgrot and *ST Huangtai have been falling for a long time. Among them, the latest number of shareholders in Northgrot is 3657, which has been reduced for 14 consecutive periods, with a cumulative decline of 64.85%. *The number of shareholders of ST Huangtai has dropped for 11 periods in a row, and the latest number is 28,845, with a cumulative decrease of 14.59%.
Zhongxin Fluorine Materials, Sunshine Lighting, Shenzhen Energy, etc. have more consecutive declines in the number of shareholders. Judging from the decline in the number of shareholders in the latest period, Shengda Resources, Ciwen Media, Vantage, etc. have experienced a relatively large decline. The latest number of shareholders decreased by 12.00%, 10.97%, and 6.33% respectively.
In terms of market performance, among the stocks with consecutive declines in the number of shareholders, 19 stock prices have risen since the bargaining chips were concentrated, and 37 stock prices have fallen. 47.39%, 26.73%, 24.23%. Compared with the Shanghai Index, 16 stock prices outperformed the market during the period, accounting for 28.57%. Northig, Shengda Resources, Dong'e Ejiao, etc. have higher excess returns. They are 38.28%, 25.73%, and 22.77% respectively.
In terms of performance, 11 stocks have released their 2022 annual reports, and Dong-E-E-Jiao has the highest year-on-year increase in net profit, with a year-on-year change in net profit of 77.10%. There are 7 stocks that have released their full-year performance reports for 2022. Yuxin shares and Longji Machinery have higher net profit growth rates, with growth rates of 205.48% and 44.23%.
A total of 22 have released the 2022 full-year results forecast. In terms of the types of performance forecasts, there are 5 pre-increases and 4 pre-profits. Judging from the median increase in net profit, Wanma Technology has the highest increase in net profit. It is estimated that the median net profit is 30 million yuan, a year-on-year increase of 638.97%.
The annual reports of some individual stocks reveal that institutions are increasing their positions. Era shares has a private equity new entrant, Meiya Optoelectronics has obtained social security funds and private equity increased holdings and so on. Judging from the intention of Beishang Capital in the first quarter, based on the changes in shareholding and the average transaction price during the year, Lingyi Zhizao, Meiya Optoelectronics, Dong'e Ejiao, and Nanwang Energy have increased their holdings by more than 100 million yuan.