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.
1. Market sentiment
The Shanghai stock index shrank and adjusted yesterday, and the Science and Technology 50 Index fell by more than 1%. The photovoltaic sector was active against the trend, with BC batteries leading the way. Deer Laser, Yonghe Intelligent Control, Aixu, and Yuneng Holdings rose by their daily limit, and Shichuang Energy and Yuxing shares rose by more than 10%.
Huawei's industrial chain continues to be active, Jierong Technology has five boards, Yingtong Communication, Huaying Technology, and Helitai have daily limit, and Huali Chuangtong has risen by 17%. The photoresist and chip sectors rose, and Guangxin Materials, Tongyi, and Lanjian Electronics all had a daily limit of 20cm.
In terms of decline, real estate stocks fell collectively, and Zhongdi Investment fell by the limit; the concept of data elements fell, and Shanghai Steel Union fell by more than 12%. In terms of plate concept, the photoresist, laser, HJT battery, flash memory and other sectors were the largest gainers, while the real estate brokerage, cotton, media, insurance and other sectors were the largest decliners. The total turnover of the two cities was 803.9 billion yuan, a decrease of 81 billion yuan from the previous trading day. In general, individual stocks fell more than rose, and more than 3,300 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 1571: 3326 , and the comparison of daily limit and lower limit stocks was 23 : 5. 17 stocks were blown up, with a blowout rate of 45%, and a net sale of northbound funds was 4.6 billion yuan.
On the disk, the market is still dominated by shocks, and the volume can shrink again. However, the shock upward rebound structure has not been destroyed. In this context, follow-up energy is still the key. If the index can further increase in volume, it is expected to challenge the large number of highs left on August 28; on the contrary, if the index shrinks and pulls back again, the doubts of short-term weakening again will be greatly increased. At that time, it may be necessary to pay more attention to the second rebound of the index risks of.
Data source: Financial Associated Press
The concept of BC batteries in photovoltaics continued to rise yesterday, among which the 20cm daily limit of Dier Laser. In terms of news, at the 2023 semi-annual performance briefing meeting of Longi Green Energy yesterday, Zhong Baoshen, chairman of Longi Green Energy, said that in the next 5-6 years, BC batteries will be the absolute mainstream of crystalline silicon batteries, including double-sided and For single-sided cells, a large number of LONGi products will follow the BC technology route.
Data source: Straight Flush
2. Funding focus
1. Dragon and Tiger decryption:
According to the data analysis of the Dragon and Tiger List funds on September 5, the top five net purchases of funds on the Dragon and Tiger List were Huali Chuangtong, Lanjian Electronics, Minsheng Health, Deer Laser, and Guangxin Materials , with a net purchase of 241 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
① Huali Chuangtong ( 300045 ) won the top spot in the Dragon and Tiger List yesterday. It belongs to the sector: national defense and military industry. The net purchase of funds was 241 million yuan, and the institutional purchase was obvious. Reason for listing: Securities with a daily turnover rate of 30% with price fluctuation restrictions.
1. The company's main business covers satellite applications, simulation testing, radar signal processing, unmanned systems, etc., and provides independent and controllable core components, terminals, systems and solutions for my country's aerospace, defense electronics, special equipment and other defense markets plan.
2. Interaction on September 4: The company's self-developed satellite communication baseband chips have been widely used in government emergency response, frontier defense, electric power, forestry, water conservancy and other fields and have gained a certain market share. Related satellite communication modules can be used in portable, vehicle/ship Loading terminals, data transmission and other scenarios.
3. The company has accumulated rich core technologies in the field of satellite communication. The company participated in the construction of my country's Tiantong No. 1 satellite mobile communication system earlier, and developed a satellite communication system suitable for my country's Tiantong satellite communication system (high-orbit satellite communication). Baseband chips, and launched a variety of mobile satellite phones.
4. The company Yijiahang can build a network security shooting range, provide a security simulation test environment, support network attack and defense research, network security equipment and software testing and evaluation. Can provide security testing software, provide static scanning engine, support software security-related code scanning and vulnerability location.
5. In the field of semiconductor industry, the company mainly develops the design and development of integrated circuits. The company independently developed the Beidou navigation baseband chip and Tiantong communication baseband chip, both of which are the company's core technology products.
Data source: Straight Flush
②Lanjian Electronics ( 301348 ) , with a net fund purchase of 87.04 million yuan, the sector it belongs to: semiconductors and components. Reasons for the list: Securities with daily closing price increases of 15% with price fluctuation restrictions.
1. The company's listing date is 2023-08-10, and its main business is semiconductor packaging and testing.
2. The company's advanced packaging series mainly include DFN/PDFN/QFN, TSOT and SIP. The revenue of related packaging series accounts for 9.08%, 14.34% and 19.49% of the main business revenue, respectively, which are relatively small.
3. Interactive reply on September 1: The company's discrete devices and integrated circuit products are directly or indirectly used in Huawei products
4. The company's main products are discrete device products such as transistors, diodes, and field effect transistors, and integrated circuit products such as AC-DC, DC-DC, lithium battery protection ICs, and LED driver ICs.
Data source: Straight Flush
③ Minsheng Health ( 301507) , with a net purchase of 73.18 million yuan, belongs to the sector: chemical pharmaceuticals. Reason for listing: Securities with no price limit. Minsheng Health is a high-tech enterprise integrating R&D, production and sales of vitamin and mineral over-the-counter drugs and health food. With the advantages of brand, technology and quality control accumulated over the past century, it has established a good corporate image. and word of mouth.
The successful listing on the GEM yesterday marks that the healthy development of Minsheng has reached a new level. I hope that the company will take the opportunity of listing, stay true to its original intention, make good use of the raised funds in an efficient and standardized manner, persevere in making fine products, expand the market, and continue to strengthen Core competitiveness, return investors with more excellent performance, and give back to the whole society.
Data source: Straight Flush
3. Institutional funds participate in the top five stocks:
Yesterday, the stock with the highest institutional capital participation among the top five was Huahai Chengke, the company's industry semiconductor and components.
1. 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:
Yesterday, the top five stocks on the list of the most popular funds in the Dragon and Tiger List all had their daily limit. Yunmei Energy (coal mining and processing) has attracted the attention of hot money for mining on the first board; Jierong Technology (consumer electronics) has attracted the attention of quantitative funds and quantitative board hot money;
Hangzhou Jiebai (retail) has attracted the attention of Shangtang Road and Ningbo Jiefangnan hot money;
Yingtong Communication (consumer electronics) has received the attention of hot money from Sunan Group and Quantitative Fund; Huaying Technology (Optical Optoelectronics) has received the attention of hot money from Beijing Zhongguancun and Chengdu.
Data source: Straight Flush
3. Stock height
Linked stocks: There were 5linked stocks in total yesterday,2 less than the previous trading day, andthe highest number of linkedstocks in the two cities was 7 linked boards.
In general, on individual stocks: home furnishing stock Wo Le Home Furnishing has 7 consecutive boards, Huawei’s industry chain Jierong Technology has 5 consecutive boards, the capital game among market hotspots is more obvious, Huawei’s concept stocks have dropped significantly, and the rate of explosion within the sector has soared . The data elements of the previous hot direction showed doubts about the ebb tide. Among them, Shanghai Steel Union, one of the core targets, fell by more than 10%, and the sentiment was high, and it also fell by more than 8%.
Therefore, on the whole, before there is no continuous incremental funds, the continuity of the major hot spots in the market may be difficult to guarantee. In terms of operation, try to avoid chasing high relays as much as possible, and tend to be more inclined to buy low or have a higher winning rate.
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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