A-share market panorama analysis series - analysis of popular sectors and themes from daily daily limit stocks

Foreword‍‍

There are many stocks in the current market but limited funds, so it is no longer possible to see an overall rise in the market. In this way, it is particularly important to identify the current "outlet", that is, popular sectors, popular themes, and strong stocks!

Therefore, it is particularly important to focus on the analysis of daily limit stocks!

We have counted the details of individual stocks with daily limit in the past 5 trading days, including closing time, closing funds, number of consecutive boards, reasons for daily limit, etc., and arranged them in descending order according to the number of consecutive boards to help you quickly find the strongest stocks.

For example, on June 9th, Shanghai Wumao’s 4 into 5, the reason for the daily limit is automobile trade + unified market + Shanghai State-owned Assets; Veyron shares 2 into 3, and there are 6 stocks with 1 into 2, the next trading day 2 into 3 stocks will be born from it.

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At the same time, a "market sentiment heat" chart is provided. The idea is to make a trend chart of the number of price limits, number of consecutive boards, and height of consecutive boards in the past 5 trading days to analyze the current market sentiment. If there is no emotion, then The short-term profit-making effect will be reduced.

As can be seen from the figure below, although thousands of stocks in the market have fallen every day in the past week, the number of daily limit boards and the number of consecutive boards are all right, indicating that the limited funds in the market have been holding together for warmth. The logic of short-term speculation in hot sectors and leading stocks is OK. Continue to maintain.

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In addition, it provides a chart of "discovering popular industries from individual stocks with daily limit". The idea is to analyze the current popular industry sectors. After all, individual stocks with daily limit must have a plate effect to continue. ‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍

Take the "Cultural Media" section as an example:‍

  • On June 5, the number of daily limit stocks in "Cultural Media" was 6, and the leading "Tiandi Online" triple board;

  • On June 6, the number of daily limit stocks of "Culture Media" was 3, and the leader "Beijing Culture" had two boards;

  • On June 7, the number of daily limit stocks in "Culture Media" was 9, and the leading "Beijing Culture" triple board.

The overall plate effect in these three days is very obvious, even if you buy miscellaneous hair, you can still drink soup.

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Next, on June 8, "Cultural Media" shut down as a whole, and the daily limit was 0. On June 9, although "Cultural Media" had a daily limit of 5, it was only the last supplementary increase for low-level stocks in the sector, and the overall trend has gone . This can be verified by combining the trend chart of individual stocks.

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For example, the trend of "Tiandi Online" and "Beijing Culture" has begun to fall.

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In addition, in the chart of "Discovering Popular Industries from Individual Stocks with Daily Limits", you can also identify whether the daily limit of individual stocks in a certain industry sector is due to the industry itself or the subject matter. For example, the "food and beverage" sector will basically not produce a sector effect, so you don't need to continue to pay attention to it in the future.

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Because the reason for the daily limit of "Nanning Sugar Industry" is "white sugar + Belt and Road + state-owned enterprise reform", the reason for the daily limit of "Langyuan Shares" is "edge computing + digital center + agricultural product processing + industrial hemp", and the reason for the daily limit of "Xinghu Technology" is " Pharmaceutical intermediates + new crown treatment + seasoning + feed". The daily limit of these three stocks has nothing to do with it!

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Many small partners have given me feedback that due to limited time and energy, there is a bottleneck in learning Python quantification, and they want me to share some ready-made dry goods results to assist them in investment analysis.

Regarding this demand, I will put the analyzed data and charts and other results into my platform "A-share market panorama analysis" by the way.

The main purpose of my "Panoramic Analysis of A-Share Market" series is to clarify the current market trend through multi-dimensional global observation and analysis, focus on current hot sectors, and support the QTYX stock selection system to increase the winning rate.

Currently, there are a total of the following dimensions of analysis.

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Interested friends can contact me to subscribe! (I will share the analysis process and algorithm at the same time. Only after you know the inner principle of this indicator, you will be at ease when using it!)

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Origin blog.csdn.net/hangzhouyx/article/details/131148870