Foreword of Shanghai Asia Business Investment Consulting : No fear of market ups and downs, deciphering funds on the Dragon and Tiger List, tracking the movement of first-line hot money and institutional funds, and identifying short-term hot spots and strong individual stocks.
- market sentiment
The Shanghai Index continued to adjust today and fell below the 3,200-point mark. The Shenzhen Component Index and the ChiNext Index both fell by more than 1% intraday. AI concept stocks fell collectively, led by liquid cooling and computing power, and Feilong shares, Jida Zhengyuan, and Runda Medical fell by their limit. Reducer concept stocks rose and fell, Zhongma Transmission fell by the limit, and Nanfang Seiko and Demax fell more than 8%. Agricultural stocks bucked the trend and strengthened. Guangdong Feed, Dahu Stock, Nongfa Seed Industry, and Swan Stock rose by the limit, and Shennong Technology rose by more than 10%. The power sector continued to be active, with Dalian Thermal Power’s 3-connected board, Jinkong Electric Power, Guangyu Development, and Changqing Group daily limit. In terms of sector concepts, sectors such as aquaculture, agricultural planting, supply and marketing cooperatives, and agricultural machinery were among the top gainers, while flash memory, state-owned cloud, 6G, and electronic rearview mirrors were among the largest decliners. The total turnover of the two cities was 799.8 billion yuan, a decrease of 20 billion yuan from the previous trading day, and the turnover of the two cities fell below 800 billion yuan. In general, individual stocks fell more than rose, and more than 3,000 individual stocks in the two cities fell. In terms of individual stock sentiment, the comparison between the rise and fall of individual stocks in the two cities was 1730: 3063 , and the comparison of daily limit and lower limit stocks was 26 : 9. The 10 stocks were bombed, with a bombing rate of 32%, and a net sale of northbound funds was 4.5 billion yuan. On the disk, the market as a whole is still dominated by corrections. Against the backdrop of a continued weak market environment, defensive sectors have begun to be favored by funds, and agricultural planting, electricity, and coal have bucked the trend and strengthened. Generally speaking, the current market is in a relatively chaotic stage, and there is no consensus among funds, so the response is still to wait and see, and wait for the market to determine a new round of leading directions in the process of shocks and rotations Follow up again or have a higher winning rate.
Data source: Financial Associated Press
Today, the electric power sector is active again, among which the Dalian thermal power three-connected board. On the news side, according to the National Climate Center, as of June 30, the average number of high temperature days in my country this year has been 4.1 days, the most in the same period of history since 1961. This summer, there will be periodic high temperatures in North China, central and southern China, and the northeast of Southwest China. The early arrival and continuation of extremely high temperature weather has driven peak load growth, but the output of hydropower has decreased year-on-year, and the growth of superimposed thermal power peak installed capacity has been lower than expected. Under the tense contradiction between power supply and demand, the peak value of coal power has become prominent.
Data source: Straight Flush
- Funding focus
- Dragon and Tiger decryption:
According to the data analysis of the Dragon and Tiger List funds on July 7, the top five net purchases of funds on the Dragon and Tiger List are Demingli, Nongfa Seed Industry, Fuda Alloy, Keyuan Wisdom, and Deen Seiko , with a net purchase of 66.9 million yuan. .
The above data comes from Flush, and the stocks involved in the article are for display only, not as sharing reminders, and do not constitute investment advice, and operate at your own risk.
2. The top three funds in the Dragon and Tiger List
①Demingli ( 001309 ) , today won the top spot in the Dragon and Tiger List of Funds, the sector it belongs to: computer equipment, with a net purchase of 66.9 million yuan, and institutional purchases are obvious . Reasons for being on the list: Securities with accumulative increase deviation of 20% within three consecutive trading days. 1. According to media reports, after Nvidia, many global technology giants including AMD, Microsoft and Amazon are bidding for SK Hynix's fifth-generation high-bandwidth memory HBM3E. HBM3E is the next-generation product of the current HBM3, and SK Hynix is currently the only company in the world that can mass-produce HBM3 chips. 2. Interactive reply on May 17: The company continues to carry out a synchronous R&D layout in accordance with the medium and long-term iterative evolution plan of the original NAND Flash technology, and introduces products after the mass production of the main control chip to improve the core advantages of the product. 3. The company's main business is the design and development of flash memory main control chips, the development and optimization of storage module product application solutions, and the sales of storage module products. The main products are storage modules such as memory cards, storage disks, and solid-state drives. 4. The company has vcsel optical chip products, which are mainly used in 5g mobile communications, ultra-high-speed all-optical networks, 400G and large-scale data centers, artificial intelligence and AI. 5. The company established a wholly-owned subsidiary Demingli Optoelectronics in June 2020, focusing on the research and development and industrial application of high-speed optical communication chips, aiming to meet the rapidly growing industries of new-generation information technology products such as smart terminals and driverless cars. application requirements.
Data source: Straight Flush
②Nongfa Seed Industry ( 600313 ) , with a net purchase of 64.15 million yuan, belongs to the sector: planting and forestry. Reason for listing: Securities with a daily gain deviation of 7%. 1. On July 6, Nongfa Seed Industry disclosed the 2023 semi-annual performance forecast. It is estimated that the net profit attributable to the owners of the parent company in the first half of the year will be 71 million to 76 million yuan, which will increase by 51.58% to 62.25% year-on-year. 2. The company's main business is research and development, production and sales of crop seeds, production and sales of pesticides, fertilizer trade and order grain trade. The company's main products include corn, rice, wheat, rapeseed, soybean and other crop seeds, intermediates MEA, DEA, nitrotoluene, pesticide raw materials such as acetochlor raw materials, etc. 3. The subsidiary Jinxiu Huanong Co. has transgenic cotton seeds: China Cotton Institute 71, Wanzamian No. 9 and other varieties. 4. A domestic high-quality seed manufacturer integrating breeding, breeding and promotion. The core products are corn seeds, wheat seeds and rice seeds. It has many well-known Chinese trademarks such as Dishen Hesheng and Tiantai; "Integration" production and operation qualification, is a credit rating AAA credit enterprise in China's seed industry; in 18 years, the agricultural income was 636 million yuan, and the main business accounted for 18.4%.
Data source: Straight Flush
③Fuda Alloy ( 603045) , with a net purchase of 55.83 million yuan, belongs to the sector: new metal materials. Reason for listing: Securities with a daily turnover rate of 20%. 1. Announced on the evening of July 6, 2023, the company planned a major asset reorganization to acquire Cayman Aluminum (Sanmenxia) in the early stage, and then the China Securities Regulatory Commission made a decision not to approve the company's reorganization application. After discussion, the company decided to continue to promote this reorganization. 2. The main business of Cayman Aluminum (Sanmenxia) Co., Ltd., the subject of the transaction, is the production and sales of alumina, aluminum hydroxide, caustic soda, gallium metal and other products, among which gallium is recovered from the process of producing alumina from bauxite Extracted scattered metals. From January to July 2022, gallium metal accounted for only 1.73% of the main business income of Cayman Aluminum (Sanmenxia), which accounted for a very small proportion of operating income. 4. The company strives to create a development strategy of "electrical contact +", focusing on the research and development of electrical contact material products. The electrical contact materials industry mainly covers three categories of products: contact materials, multi-layer contacts and contact components. The company is a leader in the overall solution of electrical contact systems.
Data source: Straight Flush
3. Institutional funds participate in the top five stocks:
Today, the stock with the highest institutional capital participation among the top five is Innosilicon, the company's industry semiconductor and components. Innosilicon's main business is R&D, testing and sales of high-performance silicon-based MEMS inertial sensors. At present, the company has formed a high-performance MEMS inertial sensor product system with independent intellectual property rights, and realized mass production and application. In key links such as MEMS inertial sensor chip design, MEMS process solution development, packaging and testing, the company has established a technical closed loop and formed a complete business process and supply chain system.
Data source: Straight Flush
4. The top five stocks that hot money participates in:
Four of the top five stocks in today's Dragon and Tiger list have their daily limit. Shenhuafa A (Optics and Optoelectronics) received the attention of quantitative marketing and first-line hot money; Taixiang Co., Ltd. (auto parts) received the attention of quantitative marketing and well-known hot money; Dalian Thermal Power (electricity) received the attention of hot money from new stock experts; *ST Tianwo (Architectural decoration) got the attention of Hongling Road and Zuoshou Xinyi hot money; Ruima Precision (auto parts) got the attention of quantitative funds and small padded jacket hot money.
Data source: Straight Flush
- stock height
Linked stocks: There are 5linked stocks in total today,one less than the previous trading day, andthe highest number of linkedstocks in the two cities is Dalian Thermal Power (Electric Power). On the disk, the direction of popular short-term theme stocks in the early stage suffered a collective plunge. Among the popular leading stocks in robot concept stocks, Zhongma Transmission fell by the limit in late trading. , the direction of unmanned driving is also weakening, and there are doubts about the loosening of the highly popular Baotuan today. If the short-term sentiment cannot be quickly repaired next Monday, related hot topics may face concerns about ebb. In the context of the obvious weakening of the short-term theme style, follow-up market funds may increase the hype on the performance of the interim report, so those stocks whose performance exceeds expectations are still worthy of continued attention in the market outlook.
Reference materials : Flush, Financial Associated Press
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Disclaimer: "This page is generated based on public data, and the content is for learning and reference only, and does not constitute investment advice.
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