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 fluctuated and adjusted today, and the Shenzhen Component Index and the ChiNext Index fell by more than 1% in the afternoon. AI concept stocks fell collectively, led by CPO and computing power. Inspur Information, China Great Wall, Huaxi Stock, and Hongbo Stock fell by the limit, Zhenyou Technology, Hanyi Stock, Guangku Technology, and Tianfu Communication fell by more than 10%. New energy vehicles and smart driving concepts soared and fell back, Zhongying Technology, Bojun Technology 20cm daily limit, Zotye Automobile, Vian Technology, Shentong Technology, etc. closed the board, Su Changchai A fell to the limit, Howen Automotive Electric, Huaan Xinchuang fell more than 10 %. In terms of sector concepts, sectors such as refrigerants, cotton, fluorine chemicals, and glyphosate were among the top gainers, while sectors such as CPO, servers, cloud games, and ships were among the top decliners. The total turnover of the two cities was 911.9 billion yuan, which was 138.2 billion yuan higher than that of the previous trading day. In general, individual stocks fell more than rose, and more than 4,000 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 is 875 : 4048 , and the comparison of individual stocks with daily limit and lower limit is 35:10 . 14 stocks are on the rise, with a blow rate of 33%, and the net purchase of northbound funds is nearly 500 million yuan. On the disk, the market showed a heavy-volume decline, with more than 4,000 individual stocks in the two cities floating green, and the broader market also fell below 3,200 points again. However, the overall risk of the market is relatively controllable. In the future, we can focus on the sectors with good mid-term reports or improved fundamentals in the second half of the year, the last increase in the previous period, and low congestion.
Data source: Financial Associated Press
Today's electric power equipment has the largest increase, among which Future Electric and Xiangming Smart have a daily limit of 20cm. On the news, the meeting of the Central Deepening Reform Committee reviewed and approved the "Guiding Opinions on Deepening the Reform of the Power System and Accelerating the Construction of a New Power System". CICC believes in a recent research report that virtual power plants can effectively aggregate distributed resources and provide additional adjustment capabilities for the power grid, with great potential for development. It is predicted that by 2025, my country's virtual power plants can aggregate resource space or reach more than 500GW.
Data source: Straight Flush
- Funding focus
- Dragon and Tiger decryption:
According to the data analysis of the Dragon and Tiger List funds on July 12, the top five net purchases of funds on the Dragon and Tiger List were Haofan Biology, Fuda Alloy, Xiangming Intelligent, Tianyin Electromechanical, and Dalian Thermal Power . The net purchases of funds were 125 million yuan and 112 million yuan respectively. 100 million yuan, 49.97 million yuan, 47.04 million yuan, and 44.67 million yuan. The top of the list of funds on the dragon and tiger list is Haofan Biology, a stock in the chemical raw material sector.
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
①Haofan Biology ( 301393 ) , today won the top spot in the Dragon and Tiger List of funds, the sector it belongs to: chemical raw materials, with a net purchase of 125 million yuan, and institutional purchases are obvious. Reason for listing: Securities with no price limit. 1. Haofan Bio is a high-tech enterprise that provides characteristic raw materials for global pharmaceutical R&D and production companies. The company focuses on the R&D, production and sales of peptide synthesis reagents, and its products cover a full range of synthetic reagents used in the synthesis of amide bonds during the R&D and production of downstream small molecule chemical drugs and peptide drugs. 2. As a leading enterprise of domestic peptide synthesis reagents, it hopes to take the opportunity of listing to continue targeting the industry's cutting-edge technologies, accelerate the construction of an innovation consortium, concentrate its efforts to break through a number of "stuck neck" problems, and help the high-tech zone to build a domestic first-class biomedical industry new heights.
Data source: Straight Flush
②Fuda Alloy ( 603045 ) , with a net fund purchase of 112 million yuan, belongs to the sector: new metal materials. Reason for listing: Securities with a daily turnover rate of 20%. 1. On July 5, Fuda Alloy issued an announcement on abnormal fluctuations in stock transactions. The company announced before that it would continue to promote major asset replacements, issue shares to purchase assets, and raise supporting funds and related transactions. The controlling shareholders of the company are negotiating. There are still uncertainties and risks in whether an agreement can be reached on this reorganization. The company will announce the progress as soon as possible. 2. The company's main business is research and development, production and sales of electrical contact materials, and it is a leading enterprise in my country's electrical contact material industry. The main products are contact materials, multi-layer contacts and contact components, which can provide customers with integrated solutions for electrical contact materials. 3. Sanmenxia Aluminum (the company holds 100% shares) is mainly engaged in the production and sales of alumina, aluminum hydroxide, caustic soda, gallium metal and other products, and has strong profitability and sustainable operation capabilities. After the above transactions are completed, the listed company will transform into a leading domestic comprehensive aluminum group with core competitive advantages.
Data source: Straight Flush
③Xiangming Intelligent ( 301226) , with a net purchase of 49.97 million yuan, belongs to the sector: electric equipment. Reasons for the list: Securities with daily closing price increases of 15% with price fluctuation restrictions. 1. The company's main business is research and development, production and sales of micro motors, fans and related accessories. 2. The main products are divided into two categories. The first category is micro motors, including three series of AC asynchronous motors (inner rotor/outer rotor), DC brush motors, and DC brushless motors (inner rotor/outer rotor); The second category is fans, including four series: centrifugal fans, cross-flow fans, axial fans, and special customized fans. 3. The company has deployed the fan business for charging piles. In 2019, it has provided customers with self-developed high-voltage integrated heat dissipation fans. Under the national "new infrastructure" policy, the construction of charging piles is expected to speed up, and the fans for charging piles will become the company's A new growth point for future performance. 4. The company has developed a high-efficiency, low-noise 138 motor, supporting 355 and 400 fans for data center cabinet-inter-row air-conditioning units. Growth point; in 2021, the company's "EC fan for data center air conditioner" project won the first prize of scientific and technological progress of China Electronic Components Industry Association.
Data source: Straight Flush
3. Institutional funds participate in the first five stocks:
The stock with the highest participation in the top five institutional funds today is Huahai Chengke, the company's industry semiconductor and components. 1. According to news on July 10, 2023, South Korean securities analysts predict that the memory chip market is expected to recover rapidly from Q3, and the average prices of DRAM and NAND Flash will rise by 7% and 5% respectively. The company's HBM-related materials have passed the certification of some customers. 2. As a leader in advanced packaging, the company actively cooperates with Huawei and other new concept manufacturers to carry out research and development in the field of advanced packaging materials. Some products have passed the assessment and verification successively, and have a leading position among domestic manufacturers. 3. The materials used by the company for advanced packaging mainly refer to three types of products such as GMC, LMC, and FCUF. The GMC materials independently developed by the company have passed the product verification of Guangdong Fozhixin Co., Ltd. (in which the Institute of Microelectronics, Chinese Academy of Sciences participates). Enter the sample delivery stage. 4. The company is currently the only company in China that can produce white plastic packaging compound for LED brackets, breaking the monopoly of foreign companies on this product. Its LED packaging glue can be applied to the packaging of optical communication modules.
Data source: Straight Flush
4. The top five stocks that hot money participates in in the Dragon and Tiger list:
Today, the top five stocks in the top funds of the Dragon and Tiger List all have their daily limit. Fuda alloy (new metal materials) has attracted the attention of quantitative funds and overseas institutions; Dalian Thermal Power (electricity) has attracted the attention of hot money following the trend; Lingyun shares (auto parts) ) has received the attention of quantified boards and Chengdu-based hot money; Wankong Intelligent Manufacturing (electrical equipment) has attracted the attention of quantitative funds and Chengdu-based hot money.
Data source: Straight Flush
- stock height
Connected stocks: There are 8total connected stocks today,an increase of one from the previous trading day.The highest connectedboard in the two cities is the six-connected board Dalian Thermal Power (Electricity). The logic of the medium and long-term rise remains unchanged. Unabated weathervane. However, today's auto industry chain shows a clear trend of rising and falling. In the context of continuous high-angle rises, short-term sentiment tends to climax, and short-term differences are also reasonable. So tomorrow's capital feedback is still the key. When the relevant stocks can get buying orders in time after the inertia is down, then there is still the possibility of a further upward surge after experiencing differences.
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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