The A shares of the Beijing Stock Exchange were active yesterday, and the Beijing Stock Exchange 50 Index rose by 1.92%. Digiman’s 30cm daily limit, Yunchuang Data rose 18.38%, Liujin Technology rose 16.61%, and Guangdao Digital, Ai Rong Software, Huifeng Diamond, etc. were the top gainers.
Digital Human recorded its biggest gain in nearly 16 months yesterday. In the past 3 trading days, the number of digital people has accumulated a net purchase of 155,400 yuan in financing. The stock achieved a daily limit yesterday, which was mainly catalyzed by the concept of virtual digital human. Among the virtual digital human concept stocks, there are also Huanrui Century, Gravity Media and other stocks with daily limit yesterday.
Nearly 90% of individual stocks on the Beijing Stock Exchange
recorded an increase since May
Since May, catalyzed by the concept of hot spots, 192 stocks on the Beijing Stock Exchange have risen by an average of 4.49%. Nearly 90% of the stocks have recorded gains since May, and the overall performance is stronger than that of the Shanghai Index.
Six stocks including Yunchuang Data, Guangzhou Consulting International, Digital People, and China Textile Standard rose by more than 20%. Among them, the stock price of Yunchuang Data has risen the most, with a cumulative increase of 54.85% since May; the company is a high-tech enterprise with big data storage and processing as its core business.
From the perspective of market performance, 18 stocks on the Beijing Stock Exchange hit a new high of 60 days in the past 3 trading days, including Guangzhou Consulting International, Digital People, China Textile Standard, Liujin Technology, Suzhou Stock, etc.; among them, Litong Technology, Kunming The stock prices of 4 shares, including Industrial Technology and Junchuang Technology, have hit new highs since their listing in the past 3 days.
Regarding the recent continuation of the booming market of the North Exchange, does it mean that the North Exchange has bottomed out and reversed? Some people in the industry said that the Beijing Stock Exchange 50 belongs to the bottom and the volume rose sharply, and the market should have continuity. In terms of the main line of the market, similar to the medium and special valuation market in the A-share market, the main line of the Beijing Stock Exchange is undervalued blue-chip stocks.
Hong Kong Union Securities pointed out that because the North Exchange is relatively new, the valuation system is not yet fully mature, and from the perspective of the life cycle of the North Exchange companies themselves, most of them are in the growth stage, and many of them are currently in the background of central state-owned enterprises, such as Zhongke Meiling, Fuji Da, Shuguang Digital Innovation, Jilin Carbon Valley, Silane Technology, Changhong Energy, etc. In addition, the current valuation of the North Exchange is at a historically low level. As one of the components of the "China Special Valuation" of A shares, the North Exchange may be expected to gradually obtain the valuation system with the continuous advancement of the reform of the North Exchange and the increasing attention of investors. repair.
21 stocks on the Beijing Stock Exchange
Net profit doubled in the first quarter
88 A-shares of the Beijing Stock Exchange were profitable in the first quarter of this year, and their net profit showed a year-on-year increase. Among them, the net profit of 21 stocks increased by more than 100% year-on-year.
Huiwei Intelligence ranked first in the first quarter performance growth, achieving operating income of 158 million yuan, a year-on-year increase of 133.76%; net profit attributable to the parent was 8.2657 million yuan, a year-on-year increase of 5030.32%. The company said that in the first quarter, the orders on hand increased compared with the same period last year, which in turn drove the growth of operating income and profits.
The performance of Zhonghuan, Guangmai Technology, Chenguang Cable, and Kerun Intelligent Control all increased by more than 400% year-on-year in the first quarter.
From the perspective of valuation, among the A-shares of the Beijing Stock Exchange that doubled their performance in the first quarter, including Huiwei Intelligent, Zhonghuan, Chenguang Cable, and AVIC TEDA, the rolling price-earnings ratio is less than 15 times, and it is lower than all the North Exchange. The median price-to-earnings ratio of all stocks (16.57). Among them, the latest price-earnings ratio of Youji and Sanxiang Technology is less than 10 times.
Among these performance-doubling stocks, Kerun Zhikong and Youji have reached a new high of 60 days in the past 3 days.
Stocks with the largest increase in net profit in the first quarter
Change since May (%)
first quarter of this year
net profit
(100 million yuan)
Net profit in the first quarter of this year (%)
the code
Abbreviation
832876
836260
838924
834639
834062
836263
833943
872374
873305
832419
833533
837821
834033
832023
430685
Huiwei Smart
Zhonghuan shares
Guangmai Technology
Chenguang Cable
Kerun Intelligent Control
AVIC TEDA
Youji shares
Clouds and things
Jiuling Technology
Luce shares
Junchuang Technology
becomes electron
CommScope Chemical
Field shares
Xinzhi Bio
4.62
6.04
7.86
2.66
6.81
4.53
5.29
5.09
4.43
4.96
5.04
4.61
-8.09
4.70
1.86
0.08
0.05
0.05
0.26
0.17
0.23
0.14
0.07
0.11
0.13
0.20
0.06
0.34
0.07
0.16
5030.32
893.25
512.28
486.08
422.53
345.50
277.50
223.24
176.18
165.10
153.78
144.50
135.52
133.94
122.85