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 three major indexes rebounded collectively today. The Prev index rose and fell back in the afternoon. The ChiNext index rose more than 2% in the intraday session, and the gains also narrowed in late trading. The concept of nuclear pollution rose sharply in the afternoon, and freshwater aquaculture, sewage treatment, and salt industry collectively rose. Jiangyan Group’s 3-connected board, Shipu Testing, Zhongdian Environmental Protection, Guolian Aquatic Products 20cm daily limit, Zhenghe Ecology, Weipaig, Dahu Stock, etc. The remaining shares are closed. Film and television media stocks rebounded, Happy Blue Ocean, Shanghai Film, Hengdian Film and Television, and Jinyi Film and Television had their daily limit; brokerage stocks were active in the session, Guosheng Financial Holdings daily limit, and Huaxin shares once touched the plate. In terms of decline, the Chinese prefix and the large infrastructure sector fell, China Communications Construction fell by the limit, China Railway Construction, and China Railway fell by more than 9%; Xinchuang concept stocks fell, Taiji shares, Shensangda A fell by the limit. In terms of sector concepts, sectors such as aquaculture, gold, film and television, and sugar were among the top gainers, while major infrastructure, state-owned cloud, One Belt and One Road, and SPD sectors were among the largest decliners. The total turnover of the two cities was 785.7 billion yuan, which was 79.8 billion yuan higher than that of the previous trading day. In general, individual stocks fell more than rose, and more than 2,600 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 2215: 2658 , and the comparison of daily limit and lower limit stocks is 36 : 13. 17 stocks are blowing up, with a blowout rate of 35%. The net purchase of northbound funds is 3.2 billion yuan, ending the previous 13 consecutive trading days Net sell. On the disk, the three major indexes closed up across the board, and their volumes have also increased compared with yesterday. But it is a pity that the index once tried to challenge the back pressure of the 5-day moving average, but eventually fell back again due to insufficient follow-up buying. On the whole, although the market rebounded today, the strength of the rebound is relatively limited, and the short-term cannot be stabilized lightly. In the follow-up, a heavy-volume long red that can stand on the 5-day moving average is still needed for further confirmation. Before that, it is still appropriate to treat it with a volatile and low structure.
Data source: Financial Associated Press
Today, media and entertainment are among the biggest gainers, among which the daily limit of Happy Blue Ocean is 20cm. According to the news, the total box office of the summer season has broken the record, among which 4 films have box office of more than 2 billion yuan, and this year's annual box office has exceeded the 40 billion yuan mark. Tianfeng Securities believes that the supply of high-quality production capacity and the rebound in the number of movie viewers are the main driving forces for the current recovery of the film and television market. With the concentrated supply of high-quality production capacity in summer, audiences gradually return to theaters, and movie-watching habits have been cultivated. Under the premise that the market remains hot in the second half of the year, the restoration of the film and television sector is expected to continue.
Data source: Straight Flush
- Funding focus
- Dragon and Tiger decryption:
According to the data analysis of the Dragon and Tiger List funds on August 24, the top five net purchases of funds on the Dragon and Tiger List were Ziguang Guowei, Guosheng Financial Holdings, China Electronics Environmental Protection, Guolian Aquatic Products, and Chuangshi Technology . The net purchases of funds were 381 million yuan, 232 million yuan, 74.53 million yuan, 72.02 million yuan, and 57.98 million yuan. The top of the list of funds on the Dragon and Tiger List is Ziguang Guowei, a stock in the semiconductor and components 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
① Ziguang Guowei ( 002049 ) , today won the top spot in the Dragon and Tiger List of funds. It belongs to the sector: semiconductors and components. The net purchase of funds is 381 million yuan, and the institutional purchases are obvious. Reason for listing: Securities with a daily gain deviation of 7%. 1. On the evening of August 23, Ziguang Guowei released the 2023 semi-annual report. During the reporting period, the company achieved operating income of 3.735 billion yuan, a year-on-year increase of 28.56%; net profit attributable to the parent company was 1.392 billion yuan, a year-on-year increase of 16.22%; net cash flow from operating activities was 1.149 billion yuan, a year-on-year increase of 214.73%; research and development The investment was 756 million yuan, a year-on-year increase of 62.36%. 2. The company's main business is the design and sales of integrated circuit chips, the development, production and sales of piezoelectric quartz crystal components, and the production and sales of LED sapphire substrate materials. 3. The company's main business is the design and sales of integrated circuit chips, including smart chip products, special integrated circuit products and memory chip products. The company's three core subsidiaries are responsible for 4. The company's smart security chip can be used as a security carrier for digital currency, such as a digital currency wallet, and can also be used for data protection and security certification in the digital currency payment process. After the digital currency is fully promoted, the demand space will be relatively large.
Data source: Straight Flush
②Guosheng Financial Holdings ( 002670 ) , with a net fund purchase of 232 million yuan, belongs to the sector: securities. Reason for listing: Securities with a daily gain deviation of 7%. 1. On the evening of August 21, Guosheng Financial Holdings disclosed its semi-annual report. In the first half of 2023, the company achieved operating income of 898 million yuan, a year-on-year decrease of 8.49%; the net profit attributable to shareholders of listed companies (net profit, the same below) was 99.0445 million yuan, and the net profit after deducting non-recurring gains and losses (deduction of non-net Profit, the same below) was 106 million yuan, a year-on-year increase of 245.67% and 241.66%, both of which turned losses into profits. 2. The company's main businesses include securities business, investment business, and financial technology business. The company's securities business types involve securities brokerage, self-operated securities, securities underwriting and sponsorship, securities investment consulting, financial consulting related to securities trading and securities investment activities, margin financing and securities lending, refinancing, NEEQ market making, securities futures, asset management wait. 3. Focus on developing blockchain technology applications and intelligent quantitative analysis fields and start building internal development capabilities to provide innovative development boosters for the group's incubation of new financial businesses; the company's financial technology business operating entity Jisheng Technology is a member of the Golden Chain Alliance, In 2018, Jisheng Technology created and applied for two registered trademarks of Geekthings and Geekinsight, and obtained 11 software copyright certificates.
Data source: Straight Flush
③ Zhongdian Environmental Protection ( 300172) , with a net purchase of 74.53 million yuan, the sector it belongs to: environmental protection. Reasons for listing: Securities whose closing prices have increased by 30% from the benchmark index in 3 consecutive trading days. 1. Interactive reply on August 22: The company's nuclear power water treatment technology application covers desalinated water, seawater desalination, condensate, radioactive waste water, secondary circuit soda sampling and chemical dosing, etc. The domestic nuclear power water treatment market share is in the forefront. The company has hundreds of patents and proprietary technologies for water treatment. The main customers include: China National Nuclear Corporation, China General Nuclear Power Group, State Power Investment Corporation, etc., and participated in nuclear power plants in all coastal provinces of China. building. 2. The company is an enterprise that mainly provides industrial water treatment system solutions, water treatment equipment system integration and engineering contracting business for large-scale industrial projects in thermal power, nuclear power, petrochemical, coal chemical, metallurgical and other industries. 3. The company adopts business models such as EPC and PPP, and can provide one-stop, all-round restoration solutions. For pollutants in the soil of different types of pollution sites, it provides original/ex situ solidification stabilization technology, original/ex situ chemical Comprehensive contaminated soil remediation technology system including redox technology. 4. The company's customers in the field of water treatment are all over the country and have expanded to overseas markets such as Asia, Europe, Africa, and the Americas (especially the countries along the "Belt and Road"). Shaoxing and other water treatment demonstration projects.
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 Ziguang Guowei, the company's industry semiconductor and components. 1. The company's FPGA products can be used in the field of artificial intelligence to provide corresponding computing power. Intelligent security chip products can provide support for information security from the hardware level. 2. In 2022, communication/industrial/data center/automotive/consumer electronics/artificial intelligence will account for 41.52%/31.23%/10.54%/6.94%/5.89%/3.88% of domestic FPGA downstream applications respectively. The subsidiary Ziguang Tongchuang is a leading domestic FPGA manufacturer. 3. The business scope of Wuxi Ziguang Collector Technology, a subsidiary of the subsidiary, includes integrated circuit design; integrated circuit chip and product manufacturing; integrated circuit chip and product sales; integrated circuit chip design and services; semiconductor discrete device manufacturing, etc.
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. China Electronics Environmental Protection (environmental protection) has received the attention of quantification and first-line hot money; Xinju Network (computer application) has attracted the attention of Fenge hot money; Jiangyan Group (chemical raw materials) has gotten the attention of Fenge, Jintian Road and Zuoshou Xinyi hot money ; Baheal Co., Ltd. (agricultural product processing) has received the attention of quantified boards and well-known hot money; Zhenghe Ecology (environmental protection) has received the attention of Shandong Gang, Sunan Gang and Chengquan hot money.
Data source: Straight Flush
- stock height
Connected stocks: There are 8connectedstocks today,1 less than the previous trading day. In general, on individual stocks: environmental protection stocks have stepped out of the market in the ecological market and harvested 5 consecutive boards, the data element sector Xinju Network has 4 consecutive boards, the concept of nuclear pollution Jiangyan Group has 3 consecutive boards, aquatic stocks Dahu shares, Baheal shares and many other shares were promoted to the 2nd board. With data elements and other mainline hotspots falling into divergence again, coupled with the fact that the support of the brokerage sector is difficult to sustain, the chaos of the mainline hotspots has caused funds to turn to the direction of linked board speculation, but when the market's linked board height breaks through 5 boards, it often indicates that the linked board As the divergence of high standards is approaching, it is necessary to pay attention to whether funds will flow back to some mainline sectors at this time.
Reference materials : Flush, Financial Associated Press
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