Hong Kong Union Securities: Hot money is hyping CLP Environmental Protection, who else is talking about the concept of nuclear pollution prevention and control?

On August 28, the concept stocks of nuclear pollution prevention and control continued to rise sharply, and the daily limit of construction engineering repair (300958.SZ), Jieqiang Equipment (300875.SZ), Oriental Garden (002310.SZ), and Huashengchang (002980.SZ) .

 

Concept stocks with small and medium market capitalizations have become hot money hype tools, with China Power Environmental Protection (300172.SZ) as a typical example. On August 28, the company had another daily limit, recording 3 daily limits within 4 trading days.

The main business of Zhongdian Environmental Protection is water affairs, solid and hazardous waste, and flue gas treatment. The company was listed in 2011, registered in Nanjing, and the actual controller is Wang Zhengfu.

The cumulative increase of this company within 4 trading days was 81.68%, and the cumulative turnover rate was as high as 170%.

According to the public transaction information released by the Shanghai and Shenzhen Stock Exchanges on August 28, China Power Environmental Protection was listed on the list because it became the top 5 securities with a daily price increase of 15%, and the daily closing price increase deviation value reached 100% during severe abnormal periods.

On August 28, CLP Environmental closed at 9.32 yuan, a rise or fall of 19.95%, a turnover rate of 44.73%, and a turnover of 2.023 billion yuan. From August 17th to August 28th (severe abnormal fluctuation range), the cumulative increase of the stock reached 96.62%, and the turnover of the range was 7.134 billion yuan.

The main reason for the stock price surge is the intervention of hot money.

The Shenzhen Stock Exchange disclosed that from August 17th to August 28th, China Power Environmental Protection received 5.819 billion yuan from natural persons, accounting for 81.57%; among them, small and medium investors accumulated 4.319 billion yuan, accounting for 60.55%. Investors were arranged to buy 1.315 billion yuan, accounting for 18.43%.

Bidding information of China Electric Environmental Protection Co., Ltd., source: choice

One of the main reasons why China Power Environmental Protection has been hyped by funds is that its market value is small and it is easy for main funds to trade. When the market opened on August 17, the company's circulating market value was only 2.5 billion yuan, and as of August 28, the company's circulating market value was also less than 5 billion yuan.

Taking Lhasa Tiantuan as an example, on August 24, the main strategy was to buy. On that day, the opening price of Zhongdian Environmental Protection was 6.35 yuan per share. The three major business departments of Oriental Fortune Lhasa Road calculated a total purchase of 114 million yuan, with a net purchase of 8105 yuan. ten thousand yuan.

China Power Environmental Protection Co., Ltd. bought the top 5 business departments on August 24, source: choice

On August 28, the highest price of China Power Environmental Protection was 9.32 yuan per share. The five business departments of Oriental Fortune Lhasa Road sold nearly 130 million yuan based on the strategy of selling, and the cumulative net sales were 31.79 million yuan. It was this kind of repeated speculation that the stock went out of the hot market of 4 days and 3 boards.

China Power Environmental Protection Co., Ltd. sold the top 5 business departments on August 28. Source: choice

However, the fundamentals of CLP Environmental Protection are hardly optimistic. The company's operating income in the first half of 2023 was about 556 million yuan, a year-on-year decrease of 10.97%; the net profit attributable to shareholders of listed companies was about 81.09 million yuan, a year-on-year increase of 11.64%.

There are many listed companies that continue to "flip" the concept of nuclear pollution prevention and control.

Jieqiang Equipment said on the interactive platform on August 28 that the company has water and food nuclear pollution detectors. The stock price soared 20% that day to 51.54 yuan per share, with a market value of 5.1 billion yuan.

Boschke (300422.SZ) had a market value of only 3.7 billion yuan on August 28. On the same day, the company stated on the interactive platform that the company has now completed technology development and industrial waste water zero-discharge integrated technology for industrial use, which can effectively solve the problem. Large-scale nuclear polluted wastewater discharge reduction issues; at the same time, the company has paid attention to the need for purification of low-concentration nuclear and micro-polluted water bodies, and is arranging to carry out relevant pre-research work. The stock price of Bosch Branch rose 8.13% that day to 7.45 yuan per share.

SunwayWorld (301159.SZ) had a total market capitalization of just over 4 billion yuan on August 28, and its stock price plummeted nearly 13.69% that day.

After the market closed on August 28, the company stated on the interactive platform that the company's laboratory information management system (SW-LIMS) can meet the food and beverage industry's requirements for inspection and testing informatization management, and informatize the enterprise laboratory through the informatization system , standardized and scientific management. Now, the SW-LIMS system has been put into use in enterprise laboratories such as Junlebao Dairy, New Hope Dairy, Nongfu Spring, and Zhejiang Yiming. The company's laboratory information management system can complete the information management of radiation, waste water, ambient air and other detection elements and related standard substances, reagents and consumables data.

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